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Oracle® Health Sciences Translational Research Center User's Guide
Release 3.0.2.1

E35681-09
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2 Logging in to Oracle Health Sciences Cohort Explorer

This section contains the following topics:

2.1 User Account

In the current release of Oracle Health Sciences Cohort Explorer (CE) 2.0.2, a user's account has permissions to make minimal changes for basic accessibility options, but the user cannot customize the viewing screens.

If Oracle Access Manager (OAM) is configured, the user has the following functions:

  1. User logs into the CE application by using Single Sign-On interface which can be shared among multiple applications. For example, if the user also purchased Oracle Business Intelligence Enterprise Edition Plus (OBIEE) full license the same credentials can be used for generating OBIEE reports.

  2. Password is created by the user and not visible to an administrator.

  3. User is locked out after a configurable number of unsuccessful login attempts.

  4. Login session times out after a configurable time of inactivity.

  5. Roles are automatically setup as listed in the Roles and Permissions section.

If OAM is not configured, the identified roles must be manually set up in a Weblogic instance. For more information, refer to Create Users and Add Users to Groups in the Oracle® Fusion Middleware Oracle WebLogic Server Administration Console Online Help. In OBIEE, you may need to perform Policy Migration to see the roles. Policy Migration documentation can be found in the Oracle Health Sciences Translational Research Center Installation and Configuration Guide.

2.2 Roles and Permissions

A CE web application user is assigned one or more of the role groups as shown in the following list:

  1. trc-basic-user-group

    • Able to view and execute OBIEE-based reports in the Dashboard page but is unable to modify individual reports.

  2. trc-bioinformatician-group

    • Can download files from the web interface. Files must have a link stored in ODB and can be located in the middle tier in an accessible location.

  3. trc-cohort-group

    • Can query any data from CDM by using any of the CE User Interfaces. This group is unable to query ODB directly.

    • Can export the clinical data in any supported format, and is able to view the Dashboard.

  4. trc-limited-user-group

    • Can only see the Query Patients page (that is the count of patients) but is unable to view other detailed data.

  5. trc-omics-group

    • Can query and read data from ODB by using User Interfaces and components marked as licensed with ODB only.

    • Can export omics data in file formats readable by genome viewers. For example, VCF, SEG, RES formats for IGV.

    • Although unlikely, if the user has only this role as standalone, you can only view from My Workspace page the Recent Gene Sets report and Omics Explorer and Gene Sets User Interfaces. All other CE bound components of the User Interface is grayed out.

  6. trc-comics-limited-user-group

    • Can query data from CDM and ODB using Query Patients interface, however cannot access Patient Viewer User Interfaces except Patient Genomic Data export

    • Can access MyWorkspace, view queries and gene sets

    • Can create his own Gene Sets

  7. trc-pi-user-group

    • Has specific privileges allowing access to identifiable information on patients or subjects.

    • Can view personally identifiable (PI) data in Cohort List page. Together with user's VPD profile, this role enables the user to have access to PI attributes from the UI

    • Can view personally identifiable data in Single Patient or Subject Viewer > View Record page.

    • When in Subject context, View Record page allows this user to see merged version of both Patient and Subject clinical data all in one page.

  8. trc-standard-report-group

    • Has access to Dashboard tab in Cohort Explorer and more specifically Standard Report subtab and all reports it contains

  9. trc-custom-report-group

    • Has access to Dashboard tab and Custom Reports subtab in Cohort Explorer and can view all custom reports as selected by customer.

  10. trc-admin-group

    • Has access to Navigator option Manage User Groups in Cohort Explorer

    • Can create new user groups etc for sharing cohort queries or lists

    • Can add or remove users from groups

    • Can manage user roles

Users with the specific OBIEE license bundled with TRC have the roles listed in the previously configured in OBIEE. Additionally, if full OBIEE license is purchased, the following additional roles can be granted which are specific to OBIEE:

  1. trc-basic-user-group

    • Able to view and execute OBIEE-based reports in the Dashboard page but cannot modify individual reports.

  2. trc-developer

    • Can modify the OBIEE Web Catalog.

    • To publish the report, trc-Administrator should place it in a shared directory and assign appropriate access permissions.

If only a limited OBIEE licensed is purchased, neither the trc-Developer nor the trc-Administrator role is available. Without these roles, users in groups 1-5 are unable to build new reports or modify the content of existing reports. With a full OBIEE license, users with the trc-Developer role can build reports but the trc-Administrator role is required to publish them.

2.3 Patient vs Subject Context

Cohort Explorer application can be switched to run in either Patient or Study Subject context. In patient context, all queries are directed at patient tables in Cohort Data Model schema, while in the study subject context, the UI Query Engine queries subject tables in CDM.

By default, the Cohort Explorer context is set to Patient. The context can be set in the upper right hand corner of the screen as shown in the following figure.

Figure 2-1 Setting Context

Description of Figure 2-1 follows
Description of "Figure 2-1 Setting Context"

When user switches context, the next login session will remember the last context set and keep it until it is changed again by the end user. Switching context will clear out loaded data in most of the viewer pages, however, it will not clear out criteria in Cohort Query page. Any criteria that are applicable in either context will be kept intact and criteria that are not applicable will be disabled. For example, Encounter criteria is not supported in Subject context thus when switching into Subject context, the criteria is disabled. If user switches back to Patient context, the criteria will be enabled again. If user elects to save the query, any disabled criteria will not be saved in the query. Also, each saved query is saved along with the context it was generated against. Queries in My Workspace page are displayed based on context they were generated against so in Patient context, only Patient context saved queries should be shown, and similarly, in Subject context, My Workspace would only show Subject context queries.

For a Subject to be considered deleted and not visible for selection, a given Subject's delete flag in CDM should be set to Y. Otherwise if a Study is deleted, it will not cause any of the Subjects in this study to be deleted. Those subjects will still be visible, while the study will no longer be available for selection. To maintain data integrity, the Subject's delete flag should be set to yes alongside the deleted Study.

2.4 Navigator

The Navigator option in the right hand side of the screen lets the user switch between the Cohort Explorer application (default) and Manage User Groups utility UI which the end user can use to create user lists and so on.

2.4.1 Cohort Explorer

Cohort Explorer application is the primary application consisting of all the UIs intended to satisfy clinical and omics use cases, and consists of 6 main tabs and multiple subtabs under each tab.

Figure 2-2 Cohort Explorer

Description of Figure 2-2 follows
Description of "Figure 2-2 Cohort Explorer"

2.4.2 Manage User Groups

Manage User Groups is a set of utility user interfaces, custom built for users of Cohort Explorer in order to enable collaboration. Any user can create user groups and assign users to those groups in order to simplify sharing. Instead of sharing queries or lists with each user individually, setting up a list of user makes it easier for end user to share multiple items with a group of individuals. Note that only the user that is the owner of a given list can modify members of a given list. However, any user can elect to utilize a given list for sharing and see members of a list, even if he or she is not the owner.

Figure 2-3 Manage User Groups

Description of Figure 2-3 follows
Description of "Figure 2-3 Manage User Groups"