| Oracle® Retail Active Retail Intelligence User Guide Release 15.0 E65706-01 |
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| Oracle® Retail Active Retail Intelligence User Guide Release 15.0 E65706-01 |
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This chapter describe how to administer the ARI users and groups.
Users and groups are defined and maintained through the Users and Groups dialog. This dialog is accessed by choosing Setup+Users and Groups from the Oracle main menu. There are several main aspects to the Users and Groups dialog:
User setup and maintenance
Group setup and maintenance
User membership: Mapping a single user or group into multiple groups
Group membership: Mapping multiple users or groups into a single group
Maintaining user preferences
The User Setup/Maintenance screen displays all users currently defined in the Active Retail Intelligence system. From this screen, you can add and delete users and access the detailed user definition information for users.
The following fields are in the User Setup/Maintenance window.
User ID
The user group ID for the user, which must be a valid Oracle user ID. This field is enabled only for user records that have not been posted to the Active Retail Intelligence database. It is not enabled for existing users.
User Name
The screen name for the user. The user name must be unique in the Active Retail Intelligence system.
Status
Identifies whether the user is active or inactive. This field is always enabled.
User Detail
Displays the detailed user definition for the selected user.
Add Button
The Add button Adds a user to the list.
Delete Button
The Delete button deletes the selected user from the list. This button is enabled only if the user does not own any active events. If any other users have specified the user you are trying to delete as an auto-forwarding target, a warning is displayed, and those users will lose their auto-forwarding specifications.
Filtering and Sorting
Entering values into the fields above the User ID and User Name columns and clicking the Filter button filters the records in the user list. Clicking the Clear button clears the filter criteria and removes the filter from the user list. The user list can be sorted by any of the displayed columns by pressing the button above the column. Pressing the same button multiple times sorts the user list in the reverse order.
The User Details screen contains detailed user definition information for an Active Retail Intelligence user. If you are an Active Retail Intelligence administrator, this screen is accessed by clicking the User Detail button for a particular user on the Users screen. If you are an Active Retail Intelligence user, this screen is automatically displayed, with your current user details, when you select Control+Setup+Users and Groups from the RMS main menu.
The fields below describe the User Details screen.
User Name
The screen name of the current user. This field is read-only.
Notification Checkbox
Indicates whether the user wants to receive email notification of their events. Note that even if the user selects email notification (which is in addition to normal Alert notification), email will be sent only for events that are set up to send email.
Notification Address
The email address for the current user. This field is editable at all times.
Notification Type
The type of email notifications the user would like to receive. Notifications can be either Short or Long. The Short version is kept under 100 characters, and is recommended for sending notifications to cell phones and other embedded devices.
Language
The user's language preference for the entire system. Clicking the list of values button displays a list of all valid languages in the system. Leaving this field blank indicates that the system's primary language will be used.
Status
Indicates whether the user definition is active or inactive. An active user is currently in the office, and therefore eligible to receive events. A user can also be deactivated, which means that the user is not eligible to receive alerts. If the user has any active events assigned at the time of deactivation, the events can be automatically forwarded to another user by specifying a user in the Auto Forward Events to User field. While a user is inactive, it will be unable to receive any events, either new or forwarded. Any events routed to the inactive user are re-routed to the user specified by the forward_to_user attribute. When you deactivate a user, the system is checked to determine whether the user has any active events. If the user has active events, a warning is displayed.
Auto Forward Events to User
Displays the automatic forwarding target, or the name of the user to receive this user's alerts when this user is inactive. Clicking the list of values button displays all users in the system, except the current user.
The Groups screen is for setting up and maintaining user groups.
The following fields are located in the Groups window.
Group List
The top portion of the Groups screen is a list of all groups defined in the system in a read-only list. Below the list is an editor in which you can add and edit group definitions.
Filtering and Sorting
The group list can be filtered by entering values into the fields above the columns and clicking the Filter button. Clicking the Clear button clears any values from the filter fields and removes the filter from the group list. The group list can be sorted by any of the displayed columns by pressing the button above the column. Pressing the same button multiple times sorts the list in the reverse order.
The Add button adds a new group. The cursor will be positioned in the first field of the group editor, Group Name.
Pressing the Add Group (green plus symbol) button will enable the lower block of items, and disable all other action buttons displayed in the form. The user can then enter information into the fields.
Group Name
A unique name by which the group is known in the Active Retail Intelligence system. This field is required.
Group Type
Identifies whether the group is a simple group or a parameter-driven group.
Parameter Type
For parameter-driven groups, this field specifies the parameter type. This field is required for parameter-driven groups, and must be left blank for simple groups. Clicking the list of values button displays a list of valid parameter types from which you can choose. A valid parameter type has a group lookup parameter associated with it. If you enter a value that does not correspond to exactly one parameter type ID, a warning is displayed, prompting you to use the LOV to select a value. Any values entered into this field will restrict the values displayed in the LOV.
Event Target
Indicates whether the group may be used as a target for assigning events. The default setting is Yes (checked).
Allow Empty
Identifies whether it is valid for the routing group to be empty when an event is assigned to this group. This could happen as a result of a simple group having no members, a parameter-driven group having no member associated with a parameter value, or if the routing group is the intersection of multiple groups, of groups that have no members in common. If Yes, then the event will not be assigned to any user. If No, then the event will be assigned to the error group. The default setting is No (unchecked). This field is available only when the Event Target field is set to Yes.
The following buttons are located in the Groups window.
Edit Button
The Edit button edits the selected group. The group's definition is displayed in the group editor at the bottom of the screen. The user group name field is always editable, the event assignment target checkbox is only editable if Active Retail Intelligence is installed and no events have been assigned to the group. The group type and parameter type fields are only editable if no events or users (or groups) have been assigned to the group.
Delete Button
The Delete button deletes the selected group. This button is enabled only for groups that do not have events currently being routing to them. A check is made to determine if the any users (or groups) have been assigned to the selected group. If no users (or groups) have been assigned, the group is deleted. If users (or groups) have been assigned to the selected group, a warning is displayed. If you choose to continue, the group and all mappings to that group are deleted.
Users and groups are set up and maintained through the Users and Groups dialog.
If you are an Active Retail Intelligence administrator, you can access all the screens of this dialog to perform these tasks.
From this dialog, you can perform these tasks:
Set up and maintain user definitions
Set up and maintain user groups
Assign a user to multiple user groups
Assign multiple users or groups to a single group
Maintain user preferences
If you do not have Active Retail Intelligence administrator user privileges, you only have access to the User Details screen, with your own user details displayed.
When the Users and Groups dialog is first opened, the Group Setup and Maintenance screen is displayed. You can access other screens of the Users and Groups dialog by clicking the buttons on the left side of the dialog.
Groups
The Groups button displays the Group Setup and Maintenance screen where you can add, edit, and delete user groups.
Groups - Users
The Groups-User button displays the User Membership screen, where you add and change group assignments for a user.
User - Groups
The User - Groups button displays the Group Members screen, where users and groups can be added or removed from the selected group.
Users
The Users button displays the User Setup/Maintenance screen, where you can add, edit, and delete user definitions.
OK
Commits changes to the Active Retail Intelligence database and closes the Users and Groups dialog.
Cancel
Closes the Users and Groups dialog without saving any changes.
Apply
Commit changes to the Active Retail Intelligence database but keeps the Users and Groups dialog open.
The User Membership screen is one of two screens used to link users and groups with groups. In the User Membership screen, you first select a user or group, and then all of the groups to which the user belongs are displayed in the bottom part of the screen. You can then edit the user membership, for example, add or remove groups from the selected user.
The following describes the fields on the User Membership window.
User/Group List
In this part of the screen, you can view users, groups, or users and groups, by clicking the radio buttons located above the list. Select a user or group from the list. The groups which the chosen user or group is a member of will be displayed in the lower part of the screen. Filtering and sorting buttons are available to aid your search on the users and groups list.
Member of (Group List for Selected User)
Displays the groups to which the selected user belongs.
Parameter Values
Displays any parameter values associated with a particular group.
Available Groups
The upper right part of the screen displays all the groups to which the selected user does not belong, along with the parameter type associated with the group. You can use the button to add the user to a selected group.
Up Arrow and Down Arrow Buttons
The Down Arrow button removes the selected group from the Members list and returns it to the Available groups list. The Up Arrow button adds the group from the Available groups list to the Member of list, making the user a member of that group.
Operating Active Retail Intelligence requires two predefined user groups, the Active Retail Intelligence Analyst/Administrator Group and the Active Retail Intelligence Error/Administrator Group.
These user groups exist for Active Retail Intelligence administration and Active Retail Intelligence error processing. The administrative user group is notified when an event process enters an infinite reevaluation/action loop or can be used as a user-group assignment target for events that require administrative access for any kind of self-monitoring rules that may be setup for Active Retail Intelligence. Likely a client using menu level security would allow Active Retail Intelligence administrators access to the user/user-group form and other Active Retail Intelligence administrative forms. The error user group is used for events that encounter fatal processing errors, and though it is not restricted from use by business analysts, it is difficult to justify when its use as an assignment target (other than in the Active Retail Intelligence code itself) would be appropriate.
The ARI Analyst/Administrator user group is a group that receives notification when there are no users in any of the groups to which an event is assigned. The ARI analyst can use ARI tools to correct the problem by adding users to the groups that have no users.
Active Retail Intelligence Analysts/Administrators are generally business consultants with technical analysis and/or development skills.
The ARI Analyst/Administrator user group is notified when an event process enters an infinite reevaluation/action loop. In addition, this group can be used as a user-group assignment target for events that require administrative access for any kind of self-monitoring rules that may be set up for ARI.
The ARI Error Administrator Group receives notification when un-handled or fatal processing errors occur anywhere within Active Retail Intelligence. The Active Retail Intelligence code handles routing such events to the ARI Error user group.
Processing such errors must usually be done by looking into code issues or identifying some problem that has arisen with the database. The people responsible for processing such errors are generally database administrators and/or system administrators.
Although there are no restrictions on your using the ARI Error Administrator Group as a target for assigning events, it is difficult to justify any situations other than this internal error handling where the Active Retail Intelligence Error user group should be used as an event assignment target.
The Group Members screen shows all users and groups that are members of the selected group. Users and groups can then be added or removed from the selected group.
In both screens the button below the parameter values block will call up the parameter values screen, in which the user can add or remove parameter values associated with the user group linkage. Also in both screens the user and groups blocks can be filtered and sorted using the fields and buttons above the blocks. The radio group above the users block will filter the block to display only system users, only simple groups, or both.
The following descriptions are fields in the Group Members window.
Group List
The upper left part of the screen displays a list of groups and associated parameter types. Select a group from this list. The members of the group and any associated parameters are then displayed in the lower part of the screen. This list can be filtered and sorted using the filter fields and buttons above the list.
Members
Displays the members (users and groups) of the selected group.
Parameter Values
Displays the parameter values associated with the groups in the Members list.
Available Users and Groups
The upper right part of the screen displays all users and groups that are available to be added to the selected group. This list can be filtered and sorted using the filter fields and buttons above the list.
Up Arrow and Down Arrow Buttons
The Down button adds any users or groups selected in the Available Users and Groups list to the selected group. The Up button removes any users or groups selected in the Members list from the group and returns them to the Available Users and Groups list.
On the Parameter Values screen, you choose values for user or group mappings to parameter-driven groups. This screen is displayed when adding new users (or groups) to a parameter driven group, defining linking for users on the User Membership or Group Members screen, or editing the values for an existing group mapping. On this screen, you can add and delete parameter values for the user/group mapping.
User and Group Names
The top of the screen displays the user or group name, and the group that is having new members being added to it. If multiple users or groups are being mapped, these fields will display Multiple Users and Multiple groups.
All Values Checkbox
Indicates whether the user/group mapping is valid for all values of the parameter. If the checkbox is checked, the parameter type/name list is blank, because the user will have access to all values for the parameter type.
Other Values Checkbox
Indicates whether the user/group mapping is valid for all values of the parameter that are not assigned to any user. This field can be checked in addition to any individual parameter values that are selected. It is not available if the all values field is set to Yes.
Parameter Value
This field will contain the parameter value associated with the user/group mapping. This field will be enabled for records that have not been written to the database. When a new value is specified for this field, a check will be made against the record group containing all valid values for the parameter type. The list of values associated with this field will display all records in the record group of valid values. Clicking the list of values button displays the list of parameter values from which you can choose.
To add a parameter value to an existing user/group mapping, click the Add button. To delete a parameter value from the list, click the Delete button.
Parameter Description
A description of the parameter value. This field is read-only at all times. After selecting a parameter value, the parameter description field is automatically filled in with the parameter value's associated parameter description value.
OK
Validates the information you have entered, posts the information to the database, and closes the Parameter Values screen.
Cancel
Cancels any changes and closes the Parameter Values screen.
