Maintain Synchronized Data Sources

You can determine which data source provides default business objects in the page to create access models. You can also schedule synchronization jobs and set other data-source options. To take these actions, navigate to Setup and Administration > Advanced Controls Configuration.

Select Default Access Business Objects

In Advanced Controls, an access model consists of filters. They select users assigned one or more roles whose authorizations create a potential for fraud or significant error. Each filter designates a business object, which provides data to be evaluated by the filter. Each data source has its own set of three business objects for access analysis, and the objects for one of these data sources are available by default in the page to create an access model. To use business objects from another data source, a user would need to select them while creating models.

Initially, the Oracle Cloud business objects are the defaults. But the objects for any other data source you've set up can be designated as the defaults. If you select the objects for another data source, you can change back to the Oracle Cloud objects.

1. In the Default access business objects panel of the Advanced Controls Configuration page, click the Edit default access business objects icon.

2. Expand the Default from list. It displays entries for the Oracle Cloud data source and any other data sources set up in your environment. Select the one you want.

3. Click Save.

Schedule Synchronization

You're expected to run the sync jobs regularly.

• For each of the EPM-ARCS and EPM-FCCS data sources, two distinct sync jobs update access and transaction data, capturing role assignments to new users, changes in role assignments to new users, and new transactions.

• The OCI data source doesn't support transaction analysis, so for it, a single sync job captures new and changed role assignments.

You can schedule these jobs to run automatically. The recommended frequency is once per day.

1. In the Non-Fusion data sources panel of the Advanced Controls Configuration page, expand the Actions menu in the row for a data source.

2. In the Actions menu, click the Schedule Access Sync or Schedule Transaction Sync option if you're working with an EPM data source, or only the Schedule Access Sync option if you're working with the OCI data source.

3. Enter values that set the name of the schedule, its start date and time, the intervals at which the job should run, and an end date (if any).

4. Click Save.

5. For any of the EPM data sources, if you've set up both access and transaction analysis, repeat these steps, but select the menu option for the schedule you haven't yet set.

You can instead click the Run Access Sync option or (for the EPM data sources) the Run Transaction Sync option in the Actions menu. This runs the sync job you select immediately, but doesn’t affect the schedule if you’ve set one. The job runs again when its schedule next determines that it should.

Set Other Data Source Options

From the Actions menu you open in the row for a data source, you can also complete these actions:

• Change the name of the data source. Click the Edit Non-Fusion data sources option. The row expands, and the Data Source Name field becomes editable. Enter a new name, then click the Save button.

• Inactivate the data source, or reactivate it. Click the Edit Non-Fusion data sources option; in the expanded row, an Active check box is present. Clear it to deactivate the data source, or select it to reactivate the data source. Then click the Save button.

  Note, though, that before you inactivate a data source, you must first delete all models, controls, result records, and other objects that use data from the data source. (These other objects include, for example, entitlements and global conditions.)

  Note also that near the top of the Non-Fusion data sources panel, you can click an Active button to display the rows for data sources that are active or have not yet been set up. You can click an Inactive button to display the rows for data sources that were inactivated after having been set up.

• Edit or view authorization details:

  Click the Edit Credentials option to open a version of the Enter Authorization Details page in which fields are editable. Modify your setup configuration, then click Update to save changes and exit the page. After making changes, run the sync jobs.

  Be aware, though, that you can't change some settings. For an EPM data source, for instance, you can't edit the Host value.

  Click the View Credentials menu option to open a read-only version of the page, view your setup configuration, and click Cancel to exit the page.

• Click the Refresh option to update the row with the most recent values.