Question
Legal & General Investment Management Holdings Ltd
GB
Last activity: 22 Feb 2019 10:48 EST
Extracting users from Pega
We have an internal requirement to deliver periodically a list of users (for every application) to our Security Team.
I've opened Organization and Security --> Organization --> Operators screen and used 'View in Excel'. Unfortuately it only extracts a current page. Is there a better way to extract all users?
***Moderator Edit-Vidyaranjan: Updated SR details***
Pegasystems Inc.
IN
Hi,
Did you try to create an Report definition ?
Operator records are present in Data-Admin-Operator-ID class. You can write a RD and extract data based on you condition.
Just a sample snapshot which from what I created.
Hope this helps
Thank You
Pegasystems Inc.
US
Hi Joanna,
Traced the functionality and noticed that Data-Admin-Operator-ID.pzBrowseOperators ALL List View is being used in the Security --> Organization --> Operators screen. So probably you can write a report definition with the similar filter criteria as pzBrowseOperators List view and source that report definition to generate the excel file.
The generation of the excel file use case can be seen in the attached document by sourcing your report definition.
Hope this helps you to achieve your requirement.
Regards,
Mahesh M
Legal & General Investment Management Holdings Ltd
GB
Thank you both. I guess I need to learn how to create reports in Pega. In theory, it should be easy, but when I try, I need to insert something into 'Apply to' - not sure what is expected here. Apologies for the trivial question.
Is there any tutorial explaining, what are: Context, Apply to, Work item to associate - when I am on the first screen to create a report definition?
Pegasystems Inc.
IN
There are couple of Pega guide and you can check pega courses such as CSA and CSSA to gather more knowledge.
But if you looking for quick help please check below link
https://community.pega.com/knowledgebase/articles/report-definition-rules-beyond-basics
Outside source
http://myknowpega.com/2017/12/25/report-definition-pega/
Thank You
Pegasystems Inc.
US
Hello,
This terms are quite simple to understand as follows,
Context - its the application in which you are going to create the report definition.
Applies to - Lets say you want to create a report to fetch the list of operator records then you need to create the report definition with applies to class(Data-Admin-Operator-ID) to fetch the list of operator records through report definition. You can read more about this in the shared documentation by Shubam.
Work item to associate - this field is used when you integrate the Agile Studio into your application in order to reference this rule to the respective work item in the Agile Studio. You can read more here about this.
Hope this clarifies your doubts.
Regards,
Mahesh M
Pegasystems Inc.
IN
Also if you looking for quick way out you can use what I am doing.
1. Login to your application
2. Go to Data-Admin-Operator-ID class
3. Right Click and navigate to RD
4. Add the details
5. Add the fields you want
Also if you looking for quick way out you can use what I am doing.
1. Login to your application
2. Go to Data-Admin-Operator-ID class
3. Right Click and navigate to RD
4. Add the details
5. Add the fields you want
6. Save and Click to Run
7. Then you can generate the excel or PDF
What Mahesh has suggested you can follow that as well, but these steps with help you understand RD and the required options you need to set.
Once you through with this you can apply Mahesh's suggestion or mine based on your use case.
Hope this helps you.
Thank You