Working with Data sources

Administrators can use the Data sources page to create or update the Data sources.

To create a Data source:

  1. Select Manage > Monitored applications > Data sources on the navigation bar.
  2. Click . The Add New Data Source page is displayed.
    Note: Alternately, you can click corresponding to an existing Data source to update. You can only update the Insight name and the Fine Grained access option.
  3. Specify this information:
    Data Source Name
    The name of the Data Source
    Description
    The description for the Data Source.
    ERP Type
    The ERP application type for the Data Source. Possible values:
    • Infor
    • Watchlist
    Note: You can create a Data Source for any custom ERP application. See KB for details on creating a custom ERP application using the generic framework.
    Application Instance
    The application instance associated with the Data Source.
    Note: The application instances selected for a Data Source cannot be modified. To use a new set of application instances, you must create a new data source.
    Insight
    The Insight to which this Data source belongs. The values displayed in this field are based on the ERP application selected.
    Note: For creating a datasource for the Certification Manager Insight, you must select both the Authorizations Insight and the Certification Manager Insight.
  4. Click the Fine Grained Access option to secure the Data source.

    When a Data source is secured, ownership for the Data Source can be assigned to users (Monitor>Data>Users>Ownership). Only users assigned the role of an Data source owner(s) or an Data source user(s) can use the Data source for the various Infor GRC functionalities. The users can review the data associated with this Data source.

    These fields are displayed:

    • Data source owner(s): The users assigned the role of an Owner, for the Data source. The owners can update the Data source details and add users.
    • Data source user(s): The users assigned the role of an User for the Data source. Users can review the Data sources when accessing the Infor GRC functionalities. However, users cannot update the Data source details.
  5. Click Save.