Set Up User Account Preferences

Use the Security Console to set your preferences for user names, passwords, and user notifications. For example, you can require users to set stronger passwords, implement shorter user names, change the text of the notifications your users receive, or turn notifications off completely.

Specify Preferences for User Names and Passwords

You can set your preferences for user names, passwords, and user notifications by following the giving steps:

1. Open the Security Console using the Manage Applications Security Preferences task from the Set Up Security Console and Preferences folder in the implementation project. You can also click Tools > Security Console on the home page. Alternatively, you can search for the task by name in the Setup and Maintenance work area using the following.

   • Offering: Customer Data Management

   • Functional Area: Initial Users

   • Task: Manage Applications Security Preferences

2. Click User Categories.

   On the User Categories tab, you can set up different preferences and notifications for different categories of users. Since all of the customer data management users you create and import are created in the Default category, you set preferences for that category only.

3. Click DEFAULT.

   The DEFAULT User Category: Details page appears. Here you can set the user name format.

4. Click Edit.

5. Select the user name format you want to use from the User Name Generation Rule list.

   The application uses your selection to generate user names if you don't enter them manually or import them from a file. By default, the application uses the e-mail address as the user name. If you're implementing Partner Relationship Management, then you must use e-mail for creating partner contacts. Otherwise, you can use any of the three following options:

   • FirstName.LastName (First name.last name)

   • Email

   • FLastName (First initial and last name)

   Don't use Person or party number because numbers aren't easily remembered by users. For example, if the person number generated by the application for John Smith is 100000000178803, then the user name is 100000000178803 as well.

6. Select the Generate system user name when generation rule fails option to ensure the application generates a user name even if there is no information available for the option you selected.

7. Click Save and Close.

8. Click the Password Policy subtab.

9. Here you can specify password strength and expiration. For example, you can require users to use special characters in passwords and specify how frequently passwords must be changed.

10. Selecting the Administrator Can Manually Reset Password option, makes it possible for administrators to manually create new passwords for users.

11. Click Save and Close.

Configure the E-mail Notifications

In the Notifications subtab on the DEFAULT User Category tab, you can specify which e-mail notifications, if any, are sent to users and the text of those notifications. At present, the application supports text-only notifications in one language.

You can make these changes:

• Turn all notifications on or off.

  By default, all notifications are turned on. If you're setting up a test environment, turn off notifications while creating customer data management users to prevent the users from signing in to the application while you're setting it up.

• Turn individual notifications on or off.

  By default, all individual notifications are turned on.

• Create your own notifications.

  Oracle provides predefined English-language templates with Oracle-specific language. You can create your own templates.

Here's how to configure the e-mail notifications for the DEFAULT User Category:

1. Click the Notifications subtab.

   The subtab lists the default notification templates provided by Oracle. The list includes the events that trigger the notifications and the e-mail subject lines.

2. To make changes, click Edit.

3. If you want to turn off all notifications, then deselect the Enable Notifications option under the Notification Preferences heading.

4. If you want to turn off individual notifications, then:

   • Click the template name link.

   • Deselect the Enabled check box.

   • Click Save and Close.

5. Here's how to create your own notification templates:

   1. Click Add Template and select the event.

      Selecting the event automatically copies over the text provided in the corresponding Oracle template that you can then edit.

   2. Edit the notification subject line and text.

      Here's a list of the tokens you can include in the message text. Each token must be within curly brackets and preceded by a dollar sign, for example: ${firstName}.

      Token	Meaning
      notificationUserName	User name to which notifications are sent
      userEmailAddress	Address to which e-mail notifications are sent
      userLoginId	User name
      firstName	User's first name
      lastName	User's last name
      managerFirstName	Manager's first name
      managerLastName	Manager's last name
      loginURL	URL where you can sign in
      resetURL	URL where you can reset the password
      CRLFX	New line
      SP4	Four spaces

   3. Select the Enabled option.

   4. Click Save and Close.

      The predefined template provided by Oracle is automatically disabled. You can only have one template for each event.

6. On the DEFAULT Category: Notifications page, click Done.

Set the Synchronization Process Frequency Warning

Whenever you navigate to the Security Console, the application warns you if the Import User and Role Application Security Data process wasn't run in the last six hours. If you scheduled the process to run daily, then it makes good sense to change the value of the warning as well.

1. Click the Administration subtab.

2. Change the value for the Hours Since Last Synchronization Job Run Warning.