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How to Run a Snapshot Report

Identity Management reports enable you to see the current state of a Identity Management environment. You can use this information to ensure compliance with internal business policies or external regulations.

You generate Identity Management reports from management data which describes the relationship between objects in Identity Management environment. Examples of management data include the following:

In Identity Management, the reporting setup requires the following three major components:

This illustration shows the Report Server and Identity Management server on separate systems

Note: The Snapshot Database in this illustration graphic could also be the Audit Database or Workflow Database.

Report Server

Also known as CA Business Intelligence, this server generates reports, communicating directly with Identity Management and the Snapshot Database.

Report Database

The database where the CA Report Server (Business Objects) stores its own data.

Identity Management

Identity Management allows you to export Identity Management object data to the Report Database.

Snapshot Database

A separate database containing the snapshot data of objects in Identity Management

Important! The Report Server uses Business Objects Enterprise. If you already have a Report Server in your environment and want to use it with Identity Management, the minimum version required by Identity Management is CA Business Intelligence 3.2 SP5.

A snapshot report include data from the Snapshot Database, which contains information from the Identity Management object store and the user store. An example of a snapshot report is the User Profile report. You define the snapshot data that is added to the Snapshot Database and using snapshot definitions, specify the information to include.

The following graphic illustrates the process for running a snapshot report:

Flow diagram showing the sequence to run a snapshot Report

To run the snapshot report, perform the following steps:

  1. Configure the Report Server connection.
  2. Create a snapshot database connection.
  3. Create a Snapshot Definition.
  4. Capture the snapshot data.
  5. Associate a snapshot definition and a connection with the report task.
  6. Request a report.
  7. View the report.