Creating Business Structure Rules

Business structure rules correlate users to appropriate business units based on correlation rules that you define. You can define business structure rules to reduce the need for manual correlation.

If the user meets the conditions you have specified, then the system automatically assigns the user to the business structure, along with any associated roles and policies.

To Create Business Structure Rules

1. Log in to Oracle Identity Analytics.

2. Choose Identity Warehouse > Business Structures.

3. Click Rules.

4. Click New Rule.

5. Complete the Rule Name, Description, and Status fields, and click Next.

6. Create one or more conditions for the rule.

   Specify an object, an attribute, and the condition, and enter a value.

   • To add more conditions, select AND or OR, and click Add Condition.

   • Use the Group and Ungroup buttons to create complex conditions.

7. Click Next.

8. Specify the business structure and click Next.

9. Search for the user to add as the rule owner and click Next.

   For help using Search, see Searching For a User.

10. Select an unAssign action.

    An unAssign action is the action taken by Oracle Identity Analytics in the event of a rule change.

    • No Action - Means no change takes place to the existing business structure.

    • Remove Business Structure - Means the business structure is removed in the event of a rule change. Only users who satisfy the new rule are now part of the business structure.

    • Notify Administrator - Means the administrator is notified in the event of a rule change. Click Choose Template to select an e-mail template.

11. Click Finish.

    The business structure rule is created.

12. The following actions are optional:

    • Preview - Means Oracle Identity Analytics runs the rule and allows you to preview the results. However, Oracle Identity Analytics does not save the results of the rule. You can either save the results or discard them. To preview the results of the rule, see To Preview Results Of A Business Structure Rules Job.

    • Run - Means Oracle Identity Analytics runs the rule and saves the results. To run and save the results of the rule, see To Preview Results Of A Business Structure Rules Job.

    • View results - Oracle Identity Analytics displays the results of the rule, after you have clicked preview or run.

To Preview Results Of A Business Structure Rules Job

1. Log in to Oracle Identity Analytics.

2. Choose Identity Warehouse > Business Structures.

3. Click Rules.

   The business structure to user rules are displayed.

4. In the Actions column, click Preview for the rule that you want to preview.

   The Rule Preview wizard opens.

5. Select a strategy from the following options:

   • All Business Structures - All business structures in Oracle Identity Analytics are selected.

   • Selected Business Structures - Only the business structures you select are included.

   • All Users - All users in Oracle Identity Analytics are selected.

   • Users Criteria - All users based on the condition you create are included.

   • Selected Users - Only the users that you individually select are included.

6. Based on the user selection strategy in Step 5, select the desired business structures or users and click Next.

   The summary page opens.

7. Click Preview.

   The Status column displays the progress of the preview request.

8. After the preview request is 100 percent complete, click the job name.

   The results of the preview are displayed.

9. Do one of the following:

   • To save the results, click Apply.

   • To return to the rules page, click Don't Apply.

To Run Business Structure Rules Job

1. Log in to Oracle Identity Analytics.

2. Choose Identity Warehouse > Business Structures.

3. Click Rules.

   The business structure to user rules are displayed.

4. In the Actions column, click Run for the rule that you want to run.

   The Run Rule wizard opens.

5. Select a strategy from the following options:

   • All Business Structures - All business structures in Oracle Identity Analytics are selected.

   • Selected Business Structures - Only the business structures you select are included.

   • All Users - All users in Oracle Identity Analytics are selected.

   • Users Criteria - All users based on the condition you create are included.

   • Selected Users - Only the users that you individually select are included.

6. Based on the user selection strategy in step 5, select the desired business structure or users and click Next.

7. Do one of the following:

   • To run the rule immediately, click Run Now.

     The Status column displays the progress of the run request.

     1. After it is 100 percent complete, click the job name.

        The results of the rule are displayed.

   • To schedule a job for the rule, click Run Later.

     1. Complete the form and click Next.

     2. Review the summary and click Schedule.

To Edit Business Structure Rules

1. Log in to Oracle Identity Analytics.

2. Choose Identity Warehouse > Business Structures.

3. Click Rules.

   The business structure to user rules are displayed.

4. Click the desired rule.

   The Edit Rule page opens. Details of the rule are displayed on the following tabs: General, Conditions, Ownership, and Unassign Actions.

5. Choose the tabs and make changes as needed.

6. Click Save.