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SAP IDM UI – how to create custom UI for Reports:

In order to create a needed functionality  for a customer, I had to do additional development for IDM UI.

The case was:

  1. ·  I had to create a custom UI for  Reporting
  2. ·  The generated reports are : User’s data, Privileges attached to the users, Roles attached to the uses and report for the created  requests
  3. ·  Export Person Data:  /wp-content/uploads/2013/03/1_196839.png  
              • Ø Export Person is used to choose from a list with users
              • Ø File name is used to set the name of the file for export
              • Ø Check for export is used to specify the files for export
  4. ·  Export Privileges Data and Export Role Data are on the same principle as Export Person Data
  5. ·  Export Request is more complex, because of ValidFrom and ValidTo added to set a range for the report:

/wp-content/uploads/2013/03/2_196840.png

    1. What I did to create the UI above was:
      • I added a new entry(CCH_EXPORT_UI_DATA) to hold the information for this UI:

/wp-content/uploads/2013/03/3_196853.png

      • Because this is an Entry type that create a new entry, I have to add a mandatory
        attribute to hold a MSKEY  of the user executed the Report

/wp-content/uploads/2013/03/4_196854.png

              • Ø Only after the comment is added the user can successfully make a Report.
      • I added a couple of tasks to react on the check box(Check for export).
  • /wp-content/uploads/2013/03/5_196855.png
              • Ø If a check box is selected I have a script to check and execute a next task on TRUE, if not – nothing happens
      • I used a task to set the file name and the trigger that  exports the files
      • To make possible for users to search for a Person, I added in the attribute (in Attribute Values) a SQL query

/wp-content/uploads/2013/03/6_196859.png

              • ØIf you want to have a report for all user, you just execute the report with(“_%” in the field – Export Person) and the
                generated files will have an information for all users.
      • The tricky part was how to export the correct data. So I added a flag to check, if
        the export is executed or not . If (yes) I deleted the  flag and for this report  won’t be generated more than one file.
      • For the file name I have made a script, to check if we have a file name, if not I generate one.
      • I have a problem also with a select made for exporting Requests, after I added
        ValidFrom and ValidTo attributes. At first, when I tried to set a date and
        export it, the exported data wasn’t correct until I made the attributes Data type – Datetime

/wp-content/uploads/2013/03/7_196860.png

      • Finally in the Job folder  I  execute the jobs that are exporting the files:

/wp-content/uploads/2013/03/8_196861.png

              • Ø As you can see here, Check for export  is selected, only this way you can generate a
                report for the needed  information.

Overview: A custom IdM UI implementation that allows you to easily export users, roles, privileges data to Excel. This includes a full export of user’s data (attributes from MX_PERSON entry type). Additionally roles and privileges can be exported with the respective assigned users to them

           R1.png

Hope you like it 🙂

Simona Lincheva

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4 Comments

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  1. D P

    Hi Simona

    thanks for this article. I am also trying to generate the reports, receiving some issues in the UI screen. Can you kindly help me with the below queries in designing the UI screen

    1 . I have a requirement to create three kinds of reports. how to get three tabs differently.

    2 . I have a drop down field, when selected an value from that drop down, is there any possibility to display the below data according to selection.

    for example, i have selected option as A in the drop down then the radio button needs to be visible, if i select check option as B then check box and text box should be visible.

    Regards,

    DP

    (0) 
    1. Simona Lincheva Post author

      Hi DP,

        If you are using the standard IdM UI, you won’t have the option to dynamically generate the UI’s properties. As for the separate tabs, you will need for the different reports, this is just a setting in the UI task.

      But if you have the option to use SAPUI5(depending on the IdM version you have), the dynamic generation won’t be a problem and the UIs/reports will have additional functionalities.

      BR,

      Simona

      (0) 

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