Appendix: Setting Security Options For Workflow

This appendix discusses how to:

• Set user profile attributes.

• Set permissions.

• Define role options.

• Update Simple Mail Transfer Protocol (SMTP) settings.

Setting User Profile Attributes

Workflow settings and a valid primary email address must be specified for all Catalog Management users who need to receive notifications.

To specify workflow settings and a primary email address:

1. Select PeopleTools, Security, User Profiles, User Profiles, Workflow.

2. Select Routing Preferences for Worklist User and Email User.

3. Select the General tab.

4. Click the Edit Email Address link.

5. Select the email type, and select the Primary Email Account check box.

   Workflow notification emails will be sent to this email address.

See Also

Enterprise PeopleTools 8.50 PeopleBook: Security Administration.

Setting Permissions

PeopleSoft delivers the EOCM1500 (partner users), and EOCM6500 (enterprise catalog managers) permission lists. These permission lists enable users to perform specific catalog management activities. Permissions are preconfigured as:

• Component interfaces.

• PeopleSoft Query access groups and profiles.

To set the permissions for these permission lists:

1. Select PeopleTools, Security, Permissions & Roles, Permission Lists.

2. Select a permission list.

3. Access the Component Interfaces page.

4. Select EOCM_CATEGORIZE_CI and assign full access to all methods.

5. Access the Query page.

6. Make sure that the access group permissions are set to with these options:

   The tree name is QUERY_TREE_EOCM.

   The access group is EOCM_ACCESS_GROUP.

   The Accessible check box is selected.

7. For the query profile, make sure that the Only allowed to run queries check box is selected.

Note. If you create permission lists for partner users and enterprise catalog managers, you must also perform these steps for those lists.

See Also

Enterprise PeopleTools 8.50 PeopleBook: Security Administration.

Defining Role Options

PeopleSoft delivers predefined workflow roles, including Catalog Partner and Enterprise Catalog Manager, which are assigned to partner and enterprise catalog manager users.

To define role options for workflow:

1. Select PeopleTools, Security, Permissions & Roles, Roles, Workflow.

2. Select the Use Query to Route Workflow check box.

3. Select EOCM_ROLE_QUERY for the query name.

Creating a New Enterprise Catalog Manager Role

To associate the Enterprise Catalog Manager role with the workflow step object:

1. Select Application Designer, Activity.

2. Open EOCM_APPROVE_CAT_OFF.

3. Right-click and select Approve Offerings WL, Item Properties.

4. In the Worklist Definition window, click the Field Mapping button.

5. In the Field Map window, double-click OPRID to open the Map Field window.

6. Select the role name created for the enterprise catalog manager.

7. Click Specify Bind Variables to open the Specify Query Bin Variables window.

   Verify the setID and EOCM_CATALOG_ID are listed as bind variables.

   Note. If they are not listed, define the role options for workflow.

See Also

Enterprise PeopleTools 8.50 PeopleBook: Security Administration.

Updating SMTP Settings

SMTP settings must be modified to enable email notifications. This task must be performed for the application server and the Process Scheduler server.

See Also

PeopleTools 8.50 PeopleBook: PeopleSoft Process Scheduler.