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Create a Snapshot Definition

A snapshot reflects the state of objects in CA Identity Manager at a given time. You use this snapshot data to build a report. To capture CA Identity Manager object data, you create a snapshot definition that exports the data to the Snapshot Database. Using the snapshot definition, you define the rules to load users, endpoints, admin roles, provisioning roles, groups, and organizations.

Follow these steps:

1. In the User Console, go to Reports, Snapshot Tasks, Manage Snapshot Definition, Create Snapshot Definition.
2. Select Create or Copy an object of type Snapshot Type.
3. Click Ok.
4. Under the Profile tab, complete the following fields to create a snapshot definition profile:

   Snapshot Definition Name

   Identifies the unique name given for the snapshot definition.

   Snapshot Definition Description

   Displays any additional information you want to describe the snapshot.

   Enabled

   Specifies that CA Identity Manager creates a snapshot based on the current snapshot definition at the scheduled time.

   Note: If this option is not selected, the snapshot definition is not captured at the scheduled time. Also, the snapshot definition is not listed in the Capture Snapshot Data screen.

   Number of snapshots retained

   Specifies the number of successful snapshots retained in the Snapshot Database.

   Note: If you do not specify a value for this field, CA Identity Manager stores unlimited snapshots.

5. In the Snapshot Policies tab, select the objects related to the policies to export.
6. Click Ok.
7. On the Role Settings tab, select one or more components for the snapshot to export.
8. Complete the remaining tabs to define the objects to export.
9. (Optional) Select Export Orphan Accounts check box to include endpoint accounts with no global user in the Provisioning Server.

   Note: To export report data for non-standard, non-standard-trend and orphan account reports, select exceptionAccount attribute and Export Orphan Accounts check box.

10. Click Submit.

    CA Identity Manager is configure to create snapshots of the objects mentioned in the snapshot definition.

Now that you have created a snapshot definition, you can capture snapshot data immediately or schedule the snapshot data export at a later time. The topic Capture Snapshot Data provides more information.