Report creation for disconnected source

We have an requirement to create an report in excel format for a disconnected source in inow.

We need to have 4 specific fields that is FirstName, LastName, UserId, Email Address needed to created this report

We are generating this manually using the download option from the source itself and formatting it. But we need to make this process by using an automated report.

We were checking and found we have an Report option in Admin–>Global–>Report

But as of now we cannot create a new report through UI as there is no option available. Also when we checked the api collections in Beta and V3, we dont see any option to send post request to inow. only Get and post lifecycle state options are available.

Please see the attached.

Regards.
Yogita


Capture2

Hi @yogita_rathod8,

With search you can achieve your need from the ui or using search api.

  • From the ui by using following query :
@accounts(source.name.exact:"Your disconnected source name")

“Your disconnected source name” must be replaced by your source name.

The given query will search identites that have accounts on your disconnected source.

And then filter columns as you want and download report :

This search can be saved , scheduled and sent by email

{
	"query": {
           "query": "@accounts(source.name.exact:\"Your disconnected source name\")"
	},
	"indices": [
		"identities"
	],
	"includeNested": false,
    "queryResultFilter": {
        "includes": [
            "attributes.uid", "firstName", "lastName", "displayName"
        ]
    }
}

Search are very flexible and that all default define in IDN/ISC are based on search query.

1 Like

Hi @yogita_rathod8,

You just need mentioned identity attribute?

If yes, then you may list identity attribute API.

Also have you tried using these report API.

Thanks

Thank you, but actually we don’t have those attibutes available always, we might sometimes only have name but not firstname, lastname , so we need to segregate data

Hi Ashutosh,

Yes those atrtibutes are actually a need to other process, so we have to give data in only those 4 fields, if the field is blank we can leave it, but we can never change the column names. we have to fill the details from available data. currently this we are achieving manually.

This attributes are an identities level, they always exist.

Hi Ousmane,

Yes we have identity data, but we are looking for particular users with the particular source only.
and the source account details

Okay.

As you say in your first request :

We need to have 4 specific fields that is FirstName, LastName, UserId, Email Address needed to created this report

  • If you want to grab this fields at identities attributes level search is a best option.
  • But if you want to grab this information at account level, you can use list-accounts | SailPoint Developer Community . With this endpoint you can retrieve by filtering on one or multiple sourceName , sourceId, etc… . And in the result you have an array of accounts. each account have a key called “attributes” that contains all your source account attributes with associated value.

Hi

Yes, but the account attributes doesn’t have those fields so manually also we are checking and then filling up required details in those 4 fields, the requirement here is to get only these fields data from an source account.

Even though in source it says username attribute. We have to only take firstname and lastname of that user of our file field, same way if user doesnt have userid field as an actual userid in the source, still in the userid field of the file we have to either fill the correct userid or keep it blank.
Example:-
The file xyz.xlsx has 4 fields(these column name can never change since this file is use by other process to get the data)
FirstName LastName UserId EmailAddress

So from source account we might not have all these fields with same attribute names, or the data might be available for those attributes for few users, or the name of attribute might differ in source.

Usually we download he csv file from the source manually and format it according to our needs. Even though we download the attributes are diffrent and data might not be available, but then in that case we go into users account and take the information from there and enter required details.

While automating this process we wanted to know how this can be achieved?

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