Creating a template for a Segregation of Duties Report

Segregation of Duties reports are run from templates that you create. A template contains the set of business rules to be interrogated.

  1. As a user with access to the security administration menu, navigate to Administration Console > Security > Security Reports and select the Segregation of Duties report.
  2. Click the Create Template button on the right side of the toolbar.
  3. Make selections for these fields:
    • Template ID: This can be any name that identifies it at your site. It must be unique from all other templates.
    • Template Name: Optional. It is a good idea to use this field to configure a name that makes the purpose of the template clear to others at your site.
    • Description: Optional. It is a good idea to use Description to provide details about the query.
    • Data Area: The data area defaults to the data area you are currently using.
    • Template Type: Optional: You can select a template type. If any exist, they were created at your site.
    • Priority: The priority setting is informational only and is determined by the customer. You can select a priority to determine the priority the report has at your site. If a priority is selected, it displays on the list of reports in a color based on the priority:
      • Low: Green (default)
      • Medium: Yellow
      • High: Red
    • Excluded Roles: Optional. If some roles should not be included in the query, you can specify them here. One common reason to do this is to exclude administrator roles.
    • Run By: Select Actor, Role, or Security Class. Optionally, search for and select a specific Actor, Role, or Security Class. If you do not select one, the template will query all actors, roles, or security classes.
  4. Click the Save button on the right of the toolbar.
    The Left and Right Side Condition selection options display on the bottom half of the page.
  5. Make selections for policies for the template.
    1. Click the Create button for the Left Side conditions section of the page.
    2. Make selections for these options.
      • Operator: This is for specifying AND / OR operators when adding multiple policies.
      • Securable Object Type: Options are Business Class or Business Task.
      • From the Business Class or Business Task drop-down list, select the class or task.

      • Make selections for Common Action or Business View Action.

        If you select Common Action, you are prompted to select an action from the drop-down list. The list shows actions that are typically seen in LPL for conditions.

        If you select Business View Action, perform a search to locate an action specific to the business view.

    3. Click Save.
      When the page returns, you can make selections for the Right Side.
    4. Optional. If you need an additional condition, make selections for the Right Side. Click the Create button in the Right Side Condition section of the page.
    5. Repeat step 5b to select policies for the Right Side Condition.
    6. Click Save for the Right Side policy.
  6. When you have finished creating policies for the template, click Submit.