1 Getting Started: Administration Basics and Common Tools

This chapter provides information on how to work with administration features in the Oracle Health Sciences ClearTrial Cloud Service application.

System administrators primarily maintain user accounts for their organization. In addition, they can perform other administrative tasks, such as editing customer preferences, purging deleted items, and clearing user stranded sessions.

Editing Customer Preferences

System administrators manage customer preferences. These are preconfigured settings that apply across the application and to all users, regardless of roles and statuses.

The application logs and audits all customer creation, configuration, and administration activity.

1. From the Admin menu, select Customer Preferences.

   The Edit Customer Preferences screen appears.

2. Edit the values as needed.

   • For more information about a field, click the field name.

   • For more information about customer preferences fields, see Edit Customer Preferences Screen Fields.

3. Click Save.

Requesting Changes to Customizable Parameters

System administrators can configure most Oracle Health Sciences ClearTrial Cloud Service parameters, as described in this chapter. However, the following parameters cannot be configured by system administrators. To request changes to these parameters, contact ClearTrial Support.

Table 1-1 Customizable ClearTrial Parameters

Parameter	Description	Default value
Login Attempts Limit	Number of allowed login attempts before users are locked out of the application.	5
Password Expiration Time	Time after which user passwords expire. Users who have not changed their passwords within the configured interval are forced to change their password immediately on their next login.	No default value
Minimum Password Length	Minimum number of characters required for user passwords. User passwords are required to have a minimum of 8 characters and have a maximum of 20 characters.	8 Password length cannot be less than 8 characters.
Session Expiration Time	User's browser session to expire after a certain period of time.	No default value
System Administrator Email	Email address for the system administrator that users can contact for user account requests.	[e-mail]
System Administrator Name	Name of the system administrator that users can contact for user account requests.	ClearTrial Support
System Administrator Phone	Phone number of the system administrator that users can call for user account requests.	[phone]

Purging Deleted Items

Deleted data is not removed immediately. Rather, the application marks the data as deleted and then purges it on a scheduled basis.

Automatic purging, which takes place nightly, permanently removes items that have been deleted more than a specified number of days prior to the current date. You can specify the number of days items are kept before being permanently removed.

For more information, see Edit Customer Preferences Screen Fields.

You can manually purge deleted plans, studies, products, users, portfolios, and exchange rate tables, prior to their scheduled removal.

1. From the Maintain menu, select Purge Deleted Items.

   The Purge Deleted Items screen appears.

2. Select the checkbox next to each item you want to purge.

   • In the deleted at least n days ago field, enter the number of days prior to which deleted data is to be purged.

   • To purge all deleted items of the selected type, enter 0 for the number of days.

3. Click Purge Deleted Items.

Filtering Users

Filtering allows you to specify which users to display on the Users screen. You can show all users, active users only, or users matching filters you have defined.

From the Filter section of the User screen, select which users to show:

• All Users—All users. No filter is applied.

• Active Users Only—Users that have not been marked as deleted.

• Users matching filter—Shows only users that match the criteria defined in the filter you select from the drop-down list.

Defining or Modifying a Filter

System administrators define display criteria for users on the Users screen. By defining user filter criteria, you can limit the number of users displayed on the Users screen or you can find a specific user. If you save the filtering criteria, it is applied every time you select that filter.

1. On the Users screen, click the Modify link.

   The Define User Filter dialog box appears.

2. Complete the Filter Criteria, Save Filter, and Sorting and Paging sections.

   • For more information about a field, click the field name.

   • For more information about the dialog box, see Define User Filter Dialog Box Fields.

3. Click Ok.