Creating a Data Provisioning Rule

To automatically provision data assignments to users, you create data provisioning rules.

Before creating data provisioning rules, you first need to opt-in the feature Data Security Auto-Provisioning for ERP.

Sign in as IT Security Manager or Application Implementation Consultant and follow these steps:

1. Navigate to the Setup and Maintenance page.

2. Search for and select the Manage Data Access for Users task. Alternatively, you can perform this task through the product-specific task list.

3. Click Data Provisioning Rules.

4. In the Search Results section of the page, click Create.

   The Create Data Provisioning Rules page opens.

5. Set values in the Conditions section to specify when the data provisioning rule applies. For example, use the values given in the following table to limit the data provisioning rule to current employees of the Finance Department in Seattle.

   Field	Value
   Department	Finance Department
   Location	Seattle
   System Person Type	Employee
   HR Assignment Status	Active

6. In the Data Assignments section, click Add Row.

7. In the Role Name field, search for and select the role for this particular data assignment.

8. In the Security Context field, select the desired security context from the list.

Applying Automatic Provisioning

You're recommended to run the process Autoprovision Roles for All Users after creating or editing data provisioning rules and after loading person records in bulk. This process compares all current user assignments with all current role mappings and data provisioning rules and creates appropriate autoprovisioning requests for both role and data assignments.