Return to Navigation

Setting Up Entity Profiles

Entity Profiles allow entities and views to be combined to create groupings of entities and views.

This section discusses how to configure entity profiles.

Page Name

Definition Name

Navigation

Usage

Entity Profile

SCC_ENTITY_PRFL

select Set Up SACR, then select System Administration, then select Entity, then select Entity Profile

Combine entities and views to create groupings of entities and views.

Access the Entity Profile page (select Set Up SACR, then select System Administration, then select Entity, then select Entity Profile).

Image: Entity Profile page (1 of 2)

This example illustrates the fields and controls on the Entity Profile page (1 of 2). You can find definitions for the fields and controls later on this page.

Entity Profile page (1 of 2)

Image: Entity Profile page (2 of 2)

This example illustrates the fields and controls on the Entity Profile page (2 of 2). You can find definitions for the fields and controls later on this page.

Entity Profile page (2 of 2)

Field or Control

Definition
Entity Profile ID

Auto-generated unique ID for the profile.
Entity Profile Name and Entity Profile Description

Enter a name and description for the profile.
Profile Type

  • Category: This type will be used to make it easier to search for entities.

    This is planned for the future.

    For category there is no entity view, since it is not used to specify display.

  • Data Set Category: This profile type is similar to Category, but is restricted to entities of the type “Rules Engine Data Set”. Data set categories are created here but entities can be added in the Define Data Sets component of the Rules Engine setup.

    See Understanding the Rules Engine.

  • Rules Engine: This profile type allows you to restrict what properties and entity children are available based on the entity view. The available base entities for a rule category are also set here. Any entity that is not specified as a base entity is not selectable as such when generating a rule in a rule category tied to this entity profile. Any entity that is not specified here will still be accessible from the Rules Engine, using the default profile, if it is accessible from the entity tree.

  • Web Service entity profiles are designed for use with Web Services. They allow simple restriction of each entity to a particular view. Any entity not specified here can still be accessed using its default profile. To remove an entity, remove it from the list of children on the parent view.
Parent Profile

Each profile may have a parent. A child inherits entities, and their settings, from the parent profile.

Only one level of inheritance is allowed, so a profile can be a parent or a child, but not both. This avoids the potential for confusion and maintenance difficulty.

Additional entities may be added on children, and entity settings may be overridden.
Entity Name

Select the name of the entity to be associated with this profile, from the list of entities defined in the registry.
Entity View

Select the entity view to be used for this entity in the context of this profile.
View

Click this link to see details of access based on the entity view.
Hierarchy

Click this link to see the complete hierarchy, starting from the specified entity, based on the current profile.

At the end of the page, if you select Entity Profile, this allows the addition of all entities from another profile. Because this is a one time copy it can be done as often as you want.

If you select Entity Tree, you can add entities based on a parent entity being specified, tracing down the entire tree and adding data. This is a one time add, so it does not do maintenance.