Merging Segregation of Duties template

Use this procedure to create a new SOD template by merging two existing templates.

  1. In the Security Administration, select Administration > Security Reports > Segregation of Duties. If the consolidated Security Administration menu is enabled, select Reports > Segregation of Duties.
  2. Click the My Template tab.
  3. Click Merge Templates and specify this information:
    Template ID
    Specify a template identification name. This name must be unique from all other templates.
    Template Name
    Optionally, specify a template name that serves as a descriptive title shown in the output.
    Description
    Optionally, specify a description for the query.
    Data Area
    This field defaults to the current data area you are using.
    Template Type
    Optionally, select a template type.
    Priority
    Select a priority to indicate the importance of a report. You can use the priority value when sorting the SOD template and result list. The priority value is informational only and determined by the customer. If selected, the report list shows the priority with a color code:
    • Low: Green (default)
    • Medium: Yellow
    • High: Red
    Excluded Roles
    Optionally, select roles to exclude from the report output. This field is often used to exclude administrator roles.
    Run By
    Select the subject for analysis. You can select Actor, Role, or Security Class. To evaluate a specific subject, select a specific Actor, Role, or Security Class in the Filter by field. If you do not select one, the template queries all Actors, Roles, or Security Classes.
  4. Click Next.
  5. Select the two templates to merge in the Template 1 and Template 2 fields.
  6. Click Next.
  7. Optionally, copy existing condition sets.
    1. To copy an existing condition of the first template, click Copy Conditions in the left side conditions or right side conditions section.
    2. On the Copy Template 1 window, select where to assign the copied condition. You can select Left Side or Right Side.
    3. Click Submit.
    4. Click Next.
    5. Optionally, copy condition sets of the second template.
  8. Click Finish.