How do I copy a predefined abstract role?

Title and music.

In this video, I’ll show you how to create a custom employee role by copying the predefined employee abstract role. This same procedure can also be used for copying a job role.

There are three steps to copying a predefined role:

Revoke the security profiles on the predefined role.
Copy the role using the security console to create a custom role.
Add back the security profiles to the predefined role.

When you copy a predefined role, you may end up copying all of its data security policies, including those that were generated from the assigned security profiles. These policies can cause unintended data access, and are difficult to remove after you copy a role. So to avoid copying them you must revoke the security profiles.

To revoke the security profiles, go to the Data roles and security profiles page.

From the Home page, click My Client Groups.

Click Workforce Structures.

In the Data Role section, click Data Roles and Security Profiles.

Next search for the predefined Employee role. You want the role with the role code that begins with “ORA.”

In the Role field, enter Employee.

In the Role Code field, enter ORA.

Click Search.

Click the Employee role row to highlight the role.

Notice by the green check mark that there are security profiles assigned to this role. Next, click Edit and take a screen shot of the security profiles page to document its security profiles.

Click Edit.

Take a screen shot of the page.

After you copy the role, you will go back to that page and reassign security profiles. Go back to the search results. Select the employee role and click Revoke Security Profiles. Click Yes to confirm.

On the Edit Data Role: Security Criteria page, click Cancel.

In the Search Results section, click the Employee role to highlight the row.

Click the Revoke Security Profiles button.

At the Warning message, click Yes.

Now we can copy the predefined role. Navigate to the security console.

Click Home.

Click the Navigator menu.

Expand the Tools section.

Click Security Console.

Search for the role. Be sure to select the one with the role code that begins with ORA. This is the predefined role.

In the Search field, enter Employee.

Select Employee - ORA_PER_EMPLOYEE_ABSTRACT.

After selecting the role. Open the Actions menu, and select copy role.

In the Actions drop-down list, select Copy Role.

In the Copy Options dialog box, select the Copy top role radio button.

Click the Copy Role button.

Now you have the choice to copy just the top role, or the top role and all the inherited roles. The first option is called a shallow copy, and the second option is called deep copy.

A deep copy copies the top role and the hierarchy of inherited roles. You should only use this option when you need to edit the inherited roles.

A shallow copy creates a copy of just the top role. It is recommended that you use the shallow copy option to avoid creating too many custom roles.

On the Basic information page, we can give the new role a unique name and role code. Notice that in my demo environment the role name and code include the text GSE. This suffix is specified on the Administration tab. But we can still edit it here.

On the Copy Role EmployeeGS_TEST: Basic Information page, enter Employe_GSE_TEST.

In the Role Code field, enter PER_EMPLOYEE_ABSTRACT_GSE_SP_TEST.

To start the copy process, click the Summary train stop. On the Summary page, click submit and close. Click OK on the confirmation message.

At the top of the page, click the Summary train stop.

Click Submit and Close.

At the Confirmation message, click OK.

You can monitor the status of the copying on the security console administration page. When the status of the copying process is listed as Complete, you can then edit your new role according to your requirements.

Remember to go back and edit the Data role for the predefined role you copied and reassign the previously revoked security profiles.

For more information on this topic, you can view the courses on Oracle University or reference the available guides on Oracle Help Center.

Thanks for watching.