Configuring Metadata for Security Automation

Page Name	Definition Name	Usage
Manage Permissions Page	EOPM_SUPD_PERM	Set security metadata for new permissions or change the security for existing permissions
Manage Roles Page	EOPM_SUPD_ROLE	Set security metadata for new roles or change the security for existing roles.
Manage Menus Page	EOPM_SUPD_MENU	Set security metadata for new menus or change the security for existing menus.

Use the Manage Permissions page (EOPM_SUPD_PERM) to set security for new permissions or to change the security for existing permissions.

Navigation

select Enterprise Components, then select PeopleSoft Update Manager, then select Update Permission Lists

Image: Manage Permissions page

This example illustrates the fields and controls on the Manage Permissions page.

Users can filter on existing rows of the metadata. Filtering can be done based on:

The following are the field definitions for the permission lists:

Field or Control	Definition
Select for Update	Select the check box to run the AE update for the permission list.
Permission List	Enter the permission List that is used to update.
Status	New — When new data is entered. Changed — When an existing data is changed. Delivered — When the Permission update project is exported to the DAT file. Applied — When an AE change is successfully applied Tested — When the AE was started in Test mode Error — When the applied change is not successful
Permission Type	The user can define the type of permission they want to define metadata for. Available values are: Page CI (Component Interfaces) QRY (Query Trees) ADS (Access Group Permission) SES (Search Groups) PRCS (Process Groups and Process Profile Permissions) Web (Web services)
Menu/CI/Tree/Search	The name for the corresponding Menu/CI/Query Tree/SES permission type.
Component Name	This is available if the Permission Type is Page.
Bug Number	This is populated by the developer delivering the fix but it is not mandatory.
Set Permissions	Depending on the Permission type, different modal windows are opened to set permission
+/-	Add or remove rows from the grid

Use the Manage Roles page (EOPM_SUPD_ROLE) to set security for new permissions or to change the security for existing permissions.

Navigation

select Enterprise Components, then select PeopleSoft Update Manager, then select Update Roles

Image: Manage Roles page

This example illustrates the fields and controls on the Manage Permissions page.

Field or Control	Definition
Select for Update	Select the check box to select the role for AE execution.
Status	see the description for Status for the Manage Permissions Page.
Role Name	Name of the Role
Permissions List	Permission List for that role.
Action	Action to be taken for the permission for that role.
Bug Number	Bug number delivered by the developer. This is not mandatory.
Date Processed	date processed.
Process Instance	Process Instance.
Description	Description for the role.
Last Updated Date/Time	Last updated date and time
Updated by user	User name that ran the update.

Use the Manage Menus page (EOPM_SUPD_Menu) to set security for new menu or to change the security for existing menu.

Navigation

select Enterprise Components, then select PeopleSoft Update Manager, then select Update Menus

Image: Manage Menus Page

This example illustrates the fields and controls on the Manage Menus page.

Field or Control	Definition
Select for Update	Select the check box to select the role for AE execution.
Status	see the description for Status for the Manage Permissions Page.
Menu Name	Select the Menu name
Menu Bar Name	select the Menu Bar name
Item Name	Select the Menu Item
Action	Select the action to be performed on the Menu
Bug Number	This is delivered by developer. This is optional
Details	This is a modal window that shows the Menu Item details
Date Processed	Date of processing.
Process Instance	Processing instance
Description	Menu Item description.
Last Updated Date/Time	Last updated date and time
Updated by User	User name that ran the update.
+/-	Add or remove rows from the grid

Pages Used to Configure Metadata for Security Automation