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Infor Approva Rule Conversion Utility User's Guide

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Publication Information

Release: Infor Approva 10.0.2.3 Publication date: March 1, 2015

Contents

Contents

About this guide..............................................................................................................5

Contacting Infor.........................................................................................................................................5

Chapter 1: What is Rule Conversion Utility..................................................................7

Insights supported.....................................................................................................................................7

Chapter 2: Install and use Rule Conversion Utility......................................................9

Prerequisites..............................................................................................................................................9

General requirements................................................................................................................................9 Installing the utility...................................................................................................................................10 Using the utility........................................................................................................................................10 Converting from Excel to XML.............................................................................................................10 Converting from XML to Excel.............................................................................................................11

Chapter 3: The Excel Templates..................................................................................13

Rules templates.......................................................................................................................................13

SAP......................................................................................................................................................13

Oracle...................................................................................................................................................20

PeopleSoft............................................................................................................................................28

Parameter Library template.....................................................................................................................35

Contents

About this guide

This guide explains the features and functionality of the Continuous Monitoring Rule Conversion Utility

10.0.2.3.

Contacting Infor

If you have questions about Infor products, go to the Infor Xtreme Support portal at http://www.infor. com/inforxtreme.

If we update this document after the product release, we will post the new version on this Web site. We recommend that you check this Web site periodically for updated documentation.

If you have comments about Infor documentation, contact documentation@infor.com.

About this guide

What is Rule Conversion Utility

1

The Rule Conversion Utility facilitates building and editing Authorizations Insights rules and Parameter Lists outside in Continuous Monitoring.

The utility offers Continuous Monitoring users an alternate means for managing their rule books. It also enhances rule editing capability in situations where you have created complex rules with many conditions and find the online interface to be slow, or you need to create or modify rules while not connected to the Continuous Monitoring server. Continuous Monitoring ensures that rules are only modified or created by users having the appropriate roles within Continuous Monitoring, so the integrity of your rule books remains intact.

The utility enables you to:

Convert Continuous Monitoring rules from an Excel spreadsheet to XML (the Continuous Monitoring standard format) and the reverse.

Convert Parameter Lists from an Excel spreadsheet to XML (the Continuous Monitoring standard format) and the reverse.

The utility also provides templates to build rules and parameter library using spreadsheets.

Insights supported

Rule Conversion Utility supports sensitive or conflicts rule types for these Insights:

Authorizations Insight for SAP

Authorizations Insight for Oracle

Authorizations Insight for PeopleSoft HRMS

Authorizations Insight for PeopleSoft FISCM

What is Rule Conversion Utility

Install and use Rule Conversion Utility

2

This section describes the procedure to set up, execute, and use Rule Conversion Utility, and the prerequisites for installation.

"Prerequisites" on page 9

"Installing the utility" on page 10

"Using the utility" on page 10

Prerequisites

Before installing the utility, confirm that these components are installed on your server:

.NET framework 4.5.1

Microsoft Excel 2003 or 2007 or 2010

General requirements

REQUIREMENT VERSION
REQUIREMENT
VERSION

Operating System

. NET Framework

Windows Vista – 64-bit Windows 2008 R2 – 64-bit Windows 2008 R2, Service Pack 1 – 64-bit Windows XP – 64-bit Windows 7 – 64-bit Windows 7, Service Pack 1 – 64-bit Windows 8

V4.5.1

Install and use Rule Conversion Utility

Installing the utility

To install the Rule Conversion Utility:

  • 1 Copy the folder containing the Rule Conversion Utility Installer files to your local machine.

  • 2 Click setup.exe. The Welcome screen is displayed.

  • 3 Click Next to select your installation folder. The Folder field displays the location where the utility will be installed. The default location is C:\Program Files\Approva\RuleConversionUtility . Click Browse to select a different location. If you are installing on a 64-bit machine, the default location is C:\Program Files (x86)\ Approva\RuleConversionUtility.

  • 4 Select whether everyone or only you will be using the utility.

  • 1 Click Next to continue. The Confirm Installation screen is displayed.

  • 2 Click Next to begin installation. The screen displays the installation progress. When installation is complete, the Installation Complete screen is displayed.

  • 3 Click Close to exit the wizard.

Note: The installation files and the pre-defined templates are stored at the default location: [Install Path]/Approva/RuleConversionUtility/bin/Templates

Using the utility

This section explains these procedures:

"Converting Excel files to XML" on page 10

"Converting XML files to Excel" on page 11

Converting from Excel to XML

This section guides you to convert Excel files for rule books, rules or Parameter Lists to XML. To convert from Excel to XML:

  • 1 Double-click BRRuleConverter.exe. The Continuous Monitoring Rule Conversion Utility screen is displayed. The option Convert from Excel to XML is selected by default.

  • 2 In the Application Type field, select the desired ERP application from the drop-down list.

  • 3 Specify the Excel file to be converted to XML. Click the browse icon to locate the file.

  • 4 Specify a directory path to store the new XML file. Click the browse icon to locate the path. Important: The field Specify name for the converted file is disabled while converting an Excel file to an XML file.

Install and use Rule Conversion Utility

  • 5 Click Convert. The utility converts the Excel file to an XML file and stores it at the specified location. A message box displays the result of the conversion. The converted output XML file is stamped with date and time. Any exceptions or errors encountered during the conversion are logged in a log file located at the output directory path specified. A log file named BRXLToXML is created at the same location as that of the output file.

  • 6 Click Exit to close the utility and view the converted file at the specified output location. Note: Click View Rules Template or View Parameter Library Template to view the pre-defined Excel templates shipped with the utility.

Important: Before uploading the final XML file into Continuous Monitoring, ensure that an extraction has been performed for the Authorizations Insight used for rule building. Unless data from the application is available in Continuous Monitoring, you cannot add new objects to a rule or create a new rule.

Converting from XML to Excel

To convert from XML to Excel:

  • 1 Double-click the BRRuleConverter.exe. The Continuous Monitoring Rule Conversion Utility screen is displayed.

  • 2 Select the option Convert from XML to Excel.

  • 3 In the Application Type field, select the desired application from the drop-down list.

  • 4 Select the option Convert from XML to Excel.

  • 5 Specify the XML file you want to convert to Excel. Click the browse icon to locate the file.

  • 6 Specify a directory path to store the new Excel file. Click the browse icon to locate the path.

  • 7 Provide a name for the output Excel file. If no file name is specified, the utility will create the output file with the name Continuous Monitoring RuleBook Rules.xlsx for Microsoft Office 2008 and above. For Microsoft Office 2003, the utility creates the output file with the name Continuous Monitoring RuleBook Rules.xls appended with a time stamp for the rule book Excel file and the parameter list or the parameter library Excel file. A log file named BRXMLToXL.log will be created at the output path. If the file already exists, it will be appended. The names of the input and output files are logged to the log file.

  • 8 Click Convert. A message box confirms the conversion. Any exceptions or errors encountered during the conversion are logged in a log file located at the output directory path specified.

  • 9 Click Exit to close the application and view the converted file at the specified output location.

Note: Click View Rules Template or View Parameter Library Template to view the pre-defined Excel templates shipped with the utility.

Install and use Rule Conversion Utility

The Excel Templates

3

The Rule Conversion Utility provides pre-defined Excel templates that you can use to create or edit rules and parameter lists outside of Continuous Monitoring. All the columns in the Excel file templates are mandatory. Some columns also require default values so that the spreadsheet is compatible with the Continuous Monitoring user interface:

The pre-defined excel templates are:

"Rules templates" on page 13

"Parameter library templates" on page 35

Rules templates

This section lists the details required for the pre-defined rules template, for these ERP applications:

"SAP" on page 13

"Oracle" on page 20

"PeopleSoft" on page 28

Note: The check-boxes Exclude rule book from analysis and save excluded exceptions on the Rule Book Details page are not supported by the utility. These check-boxes must be selected manually from the Rule Conversion Utility user interface.

Information such as created by, created on, modified by and modified on contained in the History tab on the Rule Details page are not supported by the utility.

SAP

This section provides description about:

"Default value columns for the rules template" on page 14

"Values for the attribute operators in the Exclusion worksheet" on page 19

"Values for the attribute names in the Exclusion worksheet" on page 19

The Excel Templates

"Supported values for rule types" on page 20

Default value columns for rules template

Worksheet Field Optional Default value
Worksheet
Field
Optional
Default value

RuleBook

RBAdditionalInfo

Rule Book Name Description Expiry ExpirationDate

Status

No

Yes

No

Never Expires

No: If the Expiry column has the value ‘Expires’.

No

Enabled

CreatedBy

Yes

The logged in User in Continuous Moni- toring who is a cre- ator.

CreatedOn

Yes

LastUpdatedOn Yes

 

Yes: Enter '1' for Autho-

Continuous Monitoring In- sights

Note: Ensure that you do not make any changes to the template files and that you maintain a default value of -1.

rizations Insight and '2' for Process Insight.

LockStatus

No

ConnectionId

Yes

ConnectionName

Yes

RuleBookName

No

RBO/BPO

No

ProfileName

No

Note: If this mandatory field is empty, the signed-in user will be considered the rule book owner.

FirstName

Yes

LastName

Yes

Default date picked up from Continuous Monitoring.

Current Date

Unlocked

-1

All

The Excel Templates

Worksheet

Field

Optional

Default value

 

Additional Status

Yes

Supporting Documentation

Yes

Name Supporting Documentation Link

No, if supporting docu- mentation name is provid- ed.

Rule Book Actions

Rule Book Name

Yes

Action ID

Yes

Name

Yes

Description

Yes

Additional Info Schema

Yes

 

Note: This field is hidden in the template and must be edited by advanced users only. Values en- tered in this field must be well formed XML strings.

 

Additional Info

Yes

 

Note: This field is hidden in the template and must be edited by advanced users only. Values en- tered in this field must be well formed XML strings.

Rules

RuleBookName

No

RuleName

No

Type

No

Description

Yes

ControlObjectives

Yes

Documentation

Yes

Expiry

No

Never Expires

ExpirationDate

No: If the Expiry column has the alue hasexpira- tiondate.

Priority

Yes

Informational

Status

Yes

Enabled

The Excel Templates

Worksheet

Field

Optional

Default value

RuleAdditionalInfo

RuleBookName

No

RuleName

No

Rule Owner/Rule BPO

Yes

Profile Name

Yes

First Name

No

Note: If this field is empty, the signed-in user will be consid- ered the rule book owner.

Last Name

Yes

Note: If this field is empty, the signed-in user will be consid- ered the rule book owner.

Additional Status

Yes

Category

Yes

Control Number

Yes

Parameter List

Yes

Supporting Documentation

Yes

Name Supporting Documentation Link

No, if supporting docu- mentation name is provid- ed.

Rule Actions

Rule Actions

Yes

Rulebook Name

Yes

Rule Name

Yes

Action ID

Yes

Name

Yes

Description

Yes

Additional Info Schema

Yes

Rule Details

RuleBook Name

No

Rule Name

No

ALL/ANY

No

Any

Note: For more details on how these operators function while creating a rule, refer to the re-

The Excel Templates

Worksheet

Field

Optional

Default value

 

spective Authorizations Insight User Guides.

Side

No

TxnObjects

Yes

TxnObjectDescription Yes

 

Sequence

Yes

Note: In case of multiple excel rule books, the output files can be zipped and uploaded to Continuous Monitoring.

AuthObject

Yes

Appl

No

SAP

Note: In case of multiple excel rule books, the output files can be zipped and uploaded to Continuous Monitoring.

AuthObj Description

Yes

Attribute Name

Yes

Attribute Description

Yes

Attribute Operator

Yes

Attribute Value

Yes

Attribute Value Description

Yes

Treat * as a Literal

No

No

Treat Attribute value as a Pa- rameter

No

No

Exclusions

RuleBookName

No

Rule Name

No

Users

Yes

Roles

Yes

Display Name

Yes

Note: The display name in- cludes the attribute name, op- erator and attribute value.

Attribute Name

Yes

The Excel Templates

Worksheet

Field

Optional

Default value

 

Operator

Yes

Attribute Value

Yes

Role Parameter

Yes

User Parameter

Yes

Attribute Parameter

Yes

Parameter Attribute Name

Yes

Parameter Operator

Yes

Parameter Attribute Value

Yes

Parameter Name

Yes

Documentation CCs

Yes

ParameterID

Yes

ParameterValue

Yes

ParameterListName

Yes

ParameterListID

Yes

Compensating Con- trols

Rulebook Name

No

Rule Name

No

CCs

Yes

Control Text

Yes

Status

Yes

Valid From

Yes

Expiration Flag

Yes

Expiration Date

Yes

Last Updated By

Yes

Last Updated On

Yes

Created By

Yes

Created On

Yes

Param List ID

Yes

Param List Name

Yes

Assignment Expiry

Yes

The Excel Templates

Worksheet

Field

Optional

Default value

Keywords

Rule Name

No

Name

No

Description

Yes

Note: The highlighted fields have restricted values.

Values for attribute operators

Attribute operators on the Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

Containing Not Containing Equal To Not Equal To Starting With Not Starting With Ending with Not Ending with

contains or CN notcontains or NCN quals or EQ notequals or NEQ startswith or SW doesnotstartwith or NSW endswith or EW doesnotendwith or NSW

Values for attribute names

Attribute names on the Possible values expected in Rule Conversion Utility Continuous Monitoring UI

User Type

UserType

Full Name

FullName

First Name

FirstName

Last Name

LastName

Email

Email

User ID

UserID

Telephone Number

TelephoneNumber

Group

Group

The Excel Templates

Supported values for rule types

Rule name on Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

Authorization Conflicts Transaction Conflicts Sensitive Authorizations Sensitive Transactions

Oracle

Authorization Conflicts Transaction Conflicts Sensitive Authorizations Sensitive Transactions

This section provides description about:

"Default value columns for rules templates" on page 20

"Values for the attribute operators in the Exclusion worksheet" on page 27

"Values for the attribute names in the Exclusion worksheet" on page 27

"Supported values for rule types" on page 28

Default value columns for rule books

Sheet

Field

Optional

Default value

RuleBook

RuleBookName

No

Description

Yes

Expiry

No

Never Expires

ExpirationDate

No: If the Expiry column has the value 'Expires'.

Status

No

Enabled

CreatedBy

Yes

The logged in user in Continuous Monitoring who is a rule book creator.

CreatedOn

Yes

Default date picked up from .Continuous Monitor- ing

LastUpdatedOn

Yes

Current Date

The Excel Templates

Sheet Field Optional Default value
Sheet
Field
Optional
Default value

RBAdditionalInfo

Continuous Monitoring Insights.

Note: Ensure that you do not make any changes to the template files and that you main- tain a default value of -1.

Yes: Enter '1' for Autho- rizations Insight and '2' for Process Insight.

LockStatus

No

ConnectionId Yes

ConnectionName

Yes

RuleBookName

No

Rule Owner/Rule BPO

No

ProfileName No

Note: If this mandatory field is empty, the signed-in user will be considered the rule book owner.

Unlocked

-1

All

 

FirstName

Yes

LastName

Yes

Additional Status

Yes

Supporting documenta-

Yes

tion name Supporting documenta- tion link

No, if Supporting docu- mentation name is pro- vided.

Rule Book Actions

Rulebook Name

Yes

Action ID

Yes

Name

Yes

Description

Yes

Additional Info Schema

Yes

Note: This field is hid- den in the template and must be edited by ad- vanced users only. Val- ues entered in this field

The Excel Templates

Sheet

Field

Optional

Default value

 

must be well formed XML strings.

 

Additional Info

Yes

 

Note: This field is hid- den in the template and must be edited by ad- vanced users only. Val- ues entered in this field must be well formed XML strings.

Rules

RuleBookName

No

RuleName

No

Type

No

Description

Yes

ControlObjectives

Yes

Documentation

Yes

Expiry

No

Never Expires

ExpirationDate

No: If the Expiry column has the value hasexpira- tiondate.

Priority

Yes

Informational

Status

Yes

Enabled

RuleAdditionalInfo

RuleBookName

No

RuleName

No

RBO/BPO

Yes

Profile Name

Yes

FirstName

No

Note:

If this field is

empty, the signed-in us- er will be considered the rule book owner.

 

Last Name

Yes

Note: If this field is emp- ty, the signed-in user will be considered the rule book owner.

The Excel Templates

Sheet

Field

Optional

Default value

 

Additional Status

Yes

Category

Yes

Control Number

Yes

Parameter List

Yes

Supporting documenta-

Yes

tion name Supporting documenta- tion link

No, if supporting docu- mentation name is pro- vided.

Rule Actions

Rule Actions

Yes

Rulebook Name

Yes

Rule Name

Yes

Action ID

Yes

Name

Yes

Description

Yes

Additional Info Schema

Yes

RuleDetails

RuleBook Name

No

Rule Name

No

ALL/ANY

No

Any

Note: For more details on how these operators function while creating a rule, refer to the respec- tive Authorizations In- sight User Guideg.

Side

No

LHS

Responsibility Object

Yes

Responsibility Descrip- tion

Yes

Responsibility Friendly Name

Yes

Responsibility Applica- tion Name

Yes

Responsibility Operating Unit.

Yes

The Excel Templates

Sheet

Field

Optional

Default value

 

Responsibility Set of

Yes

Books Menu Operator

Yes

Menu Prompt Name

Yes

Menu Prompt Operator

Yes

Menu Objects

Yes

Menu Description

Yes

Menu Friendly Name

Yes

Function Operator

Yes

Function Prompt Opera- Yes tor

Function Objects

Yes

Function Friendly Name Yes

Function Type

Yes

Function Form Name

Yes

Function Parameters

Yes

Function Prompt Name

Yes

Read-Only Functions

Yes

Sub Function Name

Yes

Sub Function Friendly

Yes

Name Sub Function Type

Yes

Sub Function Form

Yes

Name Sub Function Parame- ters

Yes

Sub Function Prompt Name

Yes

Read-Only Sub-Func-

Yes

tions Sub Function Operator

Yes

Sub Function Prompt Operator

Yes

The Excel Templates

Sheet

Field

Optional

Default value

 

Concurrent Program

Yes

Objects Concurrent Program

Yes

Friendly Name Concurrent Program De-

Yes

scription Concurrent Program Ap- plication Name

Yes

Profile Option Operator

No

ANY

Profile Option Name

Yes

Profile Option Friendly

Yes

Name Profile Option Descrip- tion

Yes

Profile Option Value Op- erator

Yes

Profile Option Value

No, if Profile Option Value Name is provid- ed.

Treat Option Value as Parameter

No

NO

Exclusions

RuleBookName

No

Rule Name

No

Users

Yes

Responsibility

Yes

Display Name

Yes

Attribute Name Yes

Expiration Date Yes

Operator

Yes

Attribute Value

Yes

Responsibility Parameter

Yes

User Parameter Yes

Attribute Parameter

Yes

Parameter Attribute- Name

Yes

The Excel Templates

Sheet

Field

Optional

Default value

 

Parameter Operator

Yes

Parameter Attribute Val- Yes ue

 

Parameter Name

Yes

Documentation

Yes

CCs

Yes

ParameterID

Yes

ParameterValue

Yes

ParameterListName

Yes

ParameterListID

Yes

Compensating Controls Rulebook Name

No

Rule Name

No

CCs

Yes

Control Text

Yes

Status

Yes

Valid From

Yes

Expiration Flag

Yes

Expiration Date

Yes

Last Updated by

Yes

Last Updated on

Yes

Created By

Yes

Created On

Yes

Param List ID

Yes

Param List Name

Yes

Assignment Expiry

Yes

Keywords

Rule name

No

Name

No

Description

Yes

Note: The highlighted fields have restricted values

The Excel Templates

Values for attribute operators

Attribute operators on the Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

Containing Not Containing Equal To Not Equal To Starting With Not Starting With Ending with Greater Than Greater than Equal to Less than Equal to Less Than

contains or CN notcontains or NCN equals or EQ notequals or NEQ startswith or SW doesnotstartwith or NSW endswith or EW greaterthan greaterthanequalto lessthanequalto lessthan

Values for the attribute names

Attribute names on the Possible values expected in Rule Conversion Utility Continuous Monitoring UI

User Type Full Name First Name Last Name Email User ID Telephone Number Group

User Type FullName FirstName LastName Email UserID TelephoneNumber Group

The Excel Templates

Supported values for rule types

Rule name on the Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

Oracle Sensitive Responsibility Oracle Sensitive Menu Oracle Sensitive Function Oracle Responsibility Conflicts Oracle Menu Conflicts Oracle Function Conflicts

Oracle Concurrent Program Con- flicts

Oracle Sensitive Responsibility Oracle Sensitive Menu Oracle Sensitive Function Oracle Responsibility Conflicts Oracle Menu Conflicts Oracle Function Conflicts Oracle Concurrent Program Conflicts

PeopleSoft

This section provides description about:

"Default value columns for rules templates" on page 28

"Values for the Attribute Operators in the Exclusion worksheet" on page 34

"Values for the Attribute Names in the Exclusion worksheet" on page 34

"Supported values for rule types" on page 33

Default value columns for rule books

Sheet

Field

Optional

Default value

Rule Book

Rule Book Name

No

Description

Yes

Expiry

No

Never Expires

ExpirationDate

No: If the Expiry column has the value 'Expires'.

Status

No

Enabled

CreatedBy

Yes

The logged in user in Continuous Moni- toring who is a rule book creator.

The Excel Templates

Sheet Field Optional Default value
Sheet
Field
Optional
Default value

CreatedOn

LastUpdatedOn

Yes

Yes

Default date picked from Continuous Monitoring.

Current Date

BizRightsInsights

Note: Ensure that you do not make any changes to the tem- plate files and that you main- tain a default value of -1.

Yes. Enter '1' for Autho- rizations Insight and '2' for Process Insight.

1

 

LockStatus

No

ConnectionId

Yes

ConnectionName

Yes

RBAdditionalInfo

RuleBookName

No

RuleName

No

Rule Owner / Rule BPO

Yes

Profile Name

Yes

Note: If this mandatory field is empty, the signed-in user will be considered the rule book owner.

First Name

No

Last Name

Yes

Additional Status

Yes

Category

Yes

Control Number

Yes

Parameter List

Yes

Supporting documentation

Yes

name Supporting documentation link

No, if supporting docu- mentation name is provid- ed.

Rule Book Actions

Rulebook Name

Yes

Action ID

Yes

Name

Yes

Unlocked

-1

all

The Excel Templates

Sheet

Field

Optional

Default value

 

Description

Yes

Additional Info Schema

Yes

 

Note: This field is hidden in the template and must be edited by advanced users only. Values en- tered in this field must be well formed XML strings.

 

Additional Info

Yes

 

Note: This field is hidden in the template and must be edited by advanced users only. Values en- tered in this field must be well formed XML strings.

Rules

RuleBookName

No

RuleName

No

Type

No

Description

Yes

ControlObjectives

Yes

Documentation

Yes

Expiry

No

Never Expires

ExpirationDate

No. If the Expiry column has the value hasexpira- tiondate.

Priority

Yes

Informational

Status

Yes

Enabled

RuleAdditionalInfo

RuleBookName

No

RuleName

No

Rule Owner/ Rule BPO

Yes

Profile Name

Yes

First Name

NO

Note: If this field is empty, the signed-in user will be consid- ered the rule book owner.

The Excel Templates

Sheet

Field

Optional

Default value

 

Last Name

Yes

Note: If this field is empty, the signed-in user will be consid- ered the rule book owner.

Additional Status

Yes

Category

Yes

Control Number

Yes

Parameter list

Yes

Supporting Documentation Name

Yes

Supporting Documentation Link

No, if Supporting Docu- mentation Name is pro- vided.

RuleDetails

RuleBook Name

No

Rule Name

No

ANY/ALL

No

Note: For details on how these operators function while creat- ing a rule, refer to the respec- tive Authorizations Insight Us- er’s Guide.

Side

No

Menu Name

Yes

Menu Description

Yes

Menu Group

Yes

Component Operator

Yes

Component Name

Yes

Component Description

Yes

Page Operator

Yes

Page Name

Yes

Page Description

Yes

Display-Only Pages

Yes

Authorized Action Operator

Yes

AuthorizedActionName

Yes

The Excel Templates

Sheet

Field

Optional

Default value

 

Action Value

Yes

Permissionlist Name

Yes

Permissionlist desc

Yes

Role Name

Yes

Role Description

Yes

Role Type

Yes

Exclusions

RuleBookName

No

Rule Name

No

Users

Yes

Roles

Yes

PermissionList

Yes

Display Name

Yes

Attribute Name

Yes

Operator

Yes

Attribute Value

Yes

Role Parameter

Yes

User Parameter

Yes

Permission Parameter

Yes

Attribute Parameter

Yes

Parameter Attribute Name

Yes

Parameter Operator

Yes

Parameter Attribute Value

Yes

Parameter Name

Yes

Documentation

Yes

CCs

Yes

ParameterID

Yes

ParameterValue

Yes

ParameterListName

Yes

ParameterListID

Yes

Compensating Con- trols

Rulebook Name

No

The Excel Templates

Sheet

Field

Optional

Default value

 

Rule Name

No

CCs

Yes

Control Text

Yes

Status

Yes

Valid From

Yes

Expiration Flag

Yes

Expiration Date

Yes

Last Updated By

Yes

Last Updated On

Yes

Created By

Yes

Created On

Yes

Param List ID

Yes

Param List Name

Yes

Assignment Expiry

Yes

Keywords

Rule Name

No

Name

No

Description

Yes

Note: The highlighted fields have restricted values.

Supported values for Rule types

RULE NAME ON CONTINUOUS MONITORING UI

POSSIBLE VALUES EXPECTED IN RULE CONVERSION UTILITY

PeopleSoft FI - Menu Conflicts PeopleSoft FI - Page Conflicts

PeopleSoft FI - Permission List Conflicts

PeopleSoft FI - Menu Conflicts PeopleSoft FI - Page Conflicts PeopleSoft FI - Permission List Conflicts

PeopleSoft FI - Role Conflicts PeopleSoft FI - Sensitive Menus PeopleSoft FI - Sensitive Pages

PeopleSoft FI - Sensitive Permis- sion Lists

PeopleSoft FI - Role Conflicts PeopleSoft FI - Sensitive Menus PeopleSoft FI - Sensitive Pages PeopleSoft FI - Sensitive Permission Lists

The Excel Templates

RULE NAME ON CONTINUOUS MONITORING UI

POSSIBLE VALUES EXPECTED IN RULE CONVERSION UTILITY

PeopleSoft HR - Menu Conflicts PeopleSoft HR - Page Conflicts PeopleSoft HR - Permission List Conflicts PeopleSoft HR - Role Conflicts PeopleSoft HR - Sensitive Menus PeopleSoft HR - Sensitive Pages

PeopleSoft HR - Menu Conflicts PeopleSoft HR - Page Conflicts PeopleSoft HR - Permission List Conflicts

PeopleSoft HR - Role Conflicts PeopleSoft HR - Sensitive Menus PeopleSoft HR - Sensitive Pages

PeopleSoft HR - Sensitive Permis- PeopleSoft HR - Sensitive Permission Lists sion Lists

Values for the attribute names

Attribute names on the Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

User Type

UserType

Full Name

FullName

First Name

FirstName

Last Name

LastName

Email

Email

User ID

UserID

Telephone Number

TelephoneNumber

Group

Group

Values for attribute operators

Attribute operators on the Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

Containing Not Containing Equal To Not Equal To

contains or CN notcontains or NCN equals or EQ notequals or NEQ

The Excel Templates

Attribute operators on the Continuous Monitoring UI

Possible values expected in Rule Conversion Utility

Starting With Not Starting With Ending with Not Ending with Greater Than Greater than Equal to Less than Equal to Less Than

startswith or SW doesnotstartwith or NSW endswith or EW doesnotendwith or NSW greaterthan greaterthanequalto lessthanequalto lessthan

Parameter Library template

This section lists the default values for the columns in the Parameter Library template. The Parameter Library template is common for all the Insights supported by the Rule Conversion Utility.

Default value columns for the Parameter Lists template

Sheet

Field

Optional

Default value

Parameter List

Parameter List/Library Name

No

Description

Yes

Category

No

List/Library

Owners

Parameter List/Library Name

No

Owner

No

Administrator

Supporting documentation

Yes

name Supporting documentation link

No, if supporting docu- mentation name is provided.

Parameters

Parameter List/Library Name

No

Parameter Name

No

Description

Yes

Technical Name

No

Technical Description

Yes

The Excel Templates

Sheet

Field

Optional

Default value

 

DataType

No

SystemString

Allow Multiple Values

No

No

Parameter FQN

Yes

Appro-

 

va.RuleEngine.Null

ParameterValues

Parameter List/Library Name No

Value

No

Value Description

No

Treat * as a Literal

No

No

Keywords

Parameter List/Library Name

Yes

Name

Yes

Description

Yes

Note: For more information on the mandatory and required fields, refer to the Values Help worksheet; on the pre-defined excel templates.

Note: In case of multiple rule books or multiple Parameter Lists, the output files can be zipped and uploaded to Continuous Monitoring.