Configure the reporting structure feature by profile type 

Edit settings in profiles-policy.xml to configure the reporting structure feature according to profile type. You can specify whether a user's manager information is available, and whether a manager's direct reports are available, for a specific profile type.


Before you begin

To edit configuration files, use the IBM WAS wsadmin client. See Starting the wsadmin client for information about how to start the wsadmin command-line tool.


About this task

When the report-to feature is enabled, users can view the position of other users within the organization using the report-to chain information displayed on their profile page. When the people-managed feature is enabled, users can view the direct reports of a particular manager. As administrator, you can enable or disable these reporting structure features for specific profile types.


Procedure

The following steps provide information about the properties that you can set for the reporting structure feature.

  1. From the dmgr host:

      cd $DMGR_PROFILE/bin
      ./wsadmin.sh -jython
      execfile("profilesAdmin.py")

      If prompted to specify a service to connect to, type 1 to pick the first node in the list. Most commands can run on any node. If the command writes or reads information to or from a file using a local file path, pick the node where the file is stored.

  2. Check out profiles-policy.xml:

      ProfilesConfigService.checkOutPolicyConfig("<working_directory>", "<cell_name>")

      where:

      • <working_directory> is the temporary working directory to which the configuration XML and XSD files will be copied. The files are kept in this working directory while you make changes to them.

      • <cell_name> is the name of the IBM WAS cell hosting the Profiles application. This argument is required.

      For example:

        ProfilesConfigService.checkOutPolicyConfig("/wsadminoutput", "jdoe30Node02Cell")

  3. Open profiles-policy.xml using a text editor, from the temporary directory to which you checked it out.

  4. Edit the following properties for the reporting structure feature.

      profile.reportTo

        Enables or disables the display of the user's report-to information on their profile page.

        This property takes a string value. Possible values include:

        • true. Report-to information is available for the users with this profile type. The user interface displays the report-to information, and the user's service document contains the reporting structure links.

        • false. Report-to information is not available for the users with this profile type. The user interface still displays the Report-to-Chain widget, but with only the profile owner shown. The report-to information is hidden, as if the profile owner does not have a manager. If you are disabling this option, consider also disabling the widget for this profile type in the widgets-config.xml file. For more information, see Manage widgets in Profiles.

        For example, to enable the display of report-to information for users with the default profile type:

        <feature name="profile.reportTo">
           <profileType type="default" enabled="true">
           </profileType>
        </feature>

      profile.peopleManaged

        Enables or disables the display of direct reports for managers with the specified profile type.

        This property takes a string value. Possible values include:

        • true. People-managed information is available for the users with this profile type, when they are managers. The user interface displays the report-to information, and the user's service document contains the reporting structure links.

        • false. People-managed information is not available for managers with this profile type. The user interface still displays the Report-to Chain widget, but with only the current profile owner shown. The people-managed information is hidden, as if the user does not have any direct reports.

        For example, to enable the display of people-managed information for managers with the default profile type:

        <feature name="profile.peopleManaged">
           <profileType type="default" enabled="true">
           </profileType>
        </feature>

  5. Save your changes and check profiles-policy.xml back in using the following command:

      ProfilesConfigService.checkInPolicyConfig()

  6. To exit the wsadmin client, type exit at the prompt.

  7. Stop and restart the Profiles server.


Parent topic

Configure features by profile type


Related tasks


Manage widgets in Profiles
Change the display order of the Reporting Structure page


   

 

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