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Feature #2074

closed

Schedule a report and send it

Added by Alena Peterová almost 5 years ago. Updated about 4 years ago.

Status:
Closed
Priority:
Normal
Assignee:
Radek Tomiška
Category:
Report
Target version:
Start date:
02/19/2020
Due date:
% Done:

100%

Estimated time:
Owner:

Description

Admin wants to get regular reports about something. Please add an option to:
  • schedule that some report will be generated every day/hour/... (with predefined values of its parameters, if the report has some parameters)
  • send the result of the generated report (XLS, CSV,...) when its done, so the admin doesn't need to login to IdM

The recipient of the generated report should be configurable when scheduling the report. Either owners of some role, or multiple identities.


Related issues

Related to IdStory Identity Manager - Task #2482: Notification: add entity for attachmentsClosedRadek Tomiška09/11/2020

Actions
Related to IdStory Identity Manager - Task #2483: Notification: Notification topic select boxNewRadek Tomiška09/11/2020

Actions
Related to IdStory Identity Manager - Task #2484: Report: add product report localizationNewRadek Tomiška09/11/2020

Actions
Related to IdStory Identity Manager - Task #2512: Notification: Configure topic recipinents by identity and by roleNewRadek Tomiška10/09/2020

Actions
Related to IdStory Identity Manager - Defect #2638: Feature "Run task again" doesn't work for multivalued attributeClosedRadek Tomiška01/11/2021

Actions
Actions #1

Updated by Roman Kučera over 4 years ago

  • Target version set to 10.6.0
Actions #3

Updated by Radek Tomiška over 4 years ago

  • Status changed from New to In Progress
Actions #4

Updated by Radek Tomiška over 4 years ago

  • Status changed from In Progress to Needs feedback
  • Assignee changed from Radek Tomiška to Vít Švanda
  • % Done changed from 0 to 90

Features are implemented:
- report can be scheduled now as standard LRT
- notification, when report is successfully creted was improved - attachments with rendered report added.
- report parameters and itom counter added into report agenda
- localization support added for custom report
- report can be executed again

Doc:
https://wiki.czechidm.com/tutorial/dev/create_report#send_notification

Commit:
https://github.com/bcvsolutions/CzechIdMng/commit/eca47409362c4d9f182bb21724ded6f8a3b7f251

Could you provide me a feedback, please?

Actions #5

Updated by Radek Tomiška over 4 years ago

  • Related to Task #2482: Notification: add entity for attachments added
Actions #6

Updated by Radek Tomiška over 4 years ago

  • Related to Task #2483: Notification: Notification topic select box added
Actions #7

Updated by Radek Tomiška over 4 years ago

  • Related to Task #2484: Report: add product report localization added
Actions #8

Updated by Vít Švanda about 4 years ago

  • Assignee changed from Vít Švanda to Roman Kučera

I did reivew and tested it. Works well.

In this solution I have one concern: Recipients of the scheduled report are defined in the topic only. It means one report cannot be send to fully different groups of users. For example first for admin ( scheduled every day) and second by individiual start same report by a user (in this case will be report send to the user who started a report and to the admin (because he is defined in the topic)).
Second problem I see in the Alena's wish to define recipient by role or by multiple identities (definition of a recipients on a topic are only by emails separated by comma).

Maybe are my concerns useless. Please @apeterova or @kucerar please confirm it is OK for yours useg.

Actions #9

Updated by Roman Kučera about 4 years ago

  • Assignee changed from Roman Kučera to Vít Švanda

I test it locally and for my use cases I don't see any issue.
You have the option to run one report multiple times with different config and different topic.
If you want to run it manually without notification just configure new report and you are good to go.
Recipient configuration by role would be nice, because then you are able to manage recipients automatically by some automatic role for example.

Recipient configuration by role is not mandatory for me, but would be nice. I don't know if it's mandatory for @apeterova or not, so maybe wait for her opinion about recipients.

Actions #10

Updated by Radek Tomiška about 4 years ago

  • Assignee changed from Vít Švanda to Alena Peterová
Actions #11

Updated by Radek Tomiška about 4 years ago

  • Related to Task #2512: Notification: Configure topic recipinents by identity and by role added
Actions #12

Updated by Radek Tomiška about 4 years ago

  • Status changed from Needs feedback to Resolved
  • Assignee changed from Alena Peterová to Radek Tomiška
  • % Done changed from 90 to 100

Recipient configuration by role (or by identity) moved to related #2512.

Actions #13

Updated by Radek Tomiška about 4 years ago

  • Status changed from Resolved to Closed
Actions #14

Updated by Radek Tomiška almost 4 years ago

  • Related to Defect #2638: Feature "Run task again" doesn't work for multivalued attribute added
Actions

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