Configure the reporting structure feature

Edit settings in the profiles-policy.xml file to configure the reporting structure feature. We can specify whether a user's manager information is available and whether a manager's direct reports are available.

To edit configuration files, see Start the wsadmin client

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, we can enable or disable these reporting structure features for specific profile types.

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

1. Check out the profiles-policy.xml file:
   cd app_server_root/profiles/Dmgr01/bin
   ./wsadmin.sh -lang jython
   execfile("profilesAdmin.py")
   ProfilesConfigService.checkOutPolicyConfig("</tmp>", "cell_name")

   To get cell name...

   print AdminControl.getCell()

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

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

   profile.reportTo

   Enable or disable 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 we are disabling this option, consider also disabling the widget for this profile type in widgets-config.xml. 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

   Enable or disable 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>

4. Save the changes and check the profiles-policy.xml file back in :
   ProfilesConfigService.checkInPolicyConfig()

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

6. Stop and restart the Profiles server.

Parent topic:
Configure profile features

Related:

Manage widgets in Profiles

Change the display order of the Reporting Structure page

Related reference:

Configure the Manager designation in user profiles