Verify Your Data Security Setup

If you're using the sales and service application for the first time in release 22B or later, verify your data security setup before provisioning users with job roles.

Starting with release 22B, users receive access to sales data through access groups and their associated rules. When you assign job roles to users, they are automatically assigned membership of an associated system access group and receive all the data permissions provided by the access group object sharing rules.

When your environment was provisioned, a process was automatically run to publish and activate all the access group object sharing rules. To make sure that your new environment is ready to use, verify that the publish process completed successfully. If it didn’t, you’ll need to re-run the publish process. Here are the steps to use.

Note: If you set up your security environment before release 22B, you don’t have to perform the steps in this procedure. Your users receive data access through data security policies, or through a combination of data security policies and access group rules if you've configured one or more access groups or object sharing rules.

1. Sign in to the sales application as a user who has the IT Security Manager job role. The initial user provided by Oracle has this job role.
2. Select Navigator > Tools > Sales and Service Access Management.
   The Configure Groups tab on the Sales and Service Access Management page is selected and displays the Access Groups page.
3. On the Access Groups page, click the Monitor tab.
   The Monitor page is displayed. From here, you can view all of the scheduled processes that are run to implement access group functionality.
4. Click the Publish Rules subtab and check the value of the Status of Last Automatic Publish Process field.
5. If the field has a value of Succeeded, there’s nothing further to do.
   If the field has any other value, for example, Error or Warning, then run the publish process again using the steps in the topic Run the Publish Process to Setup Data Security.

Run the Publish Process to Setup Data Security

Publish and activate access group object sharing rules in your new sales application environment using the steps in this procedure.

Note: You only need to perform the steps described in this topic if the automatically generated publish process that ran when your environment was provisioned didn't complete successfully.

1. Navigate to the Scheduled Processes work area (Navigator > Tools > Scheduled Processes).
2. In the Search Results section of the Overview page, click Schedule New Process.
3. In the Schedule New Process dialog box, search for and select the Perform Assignment Data Publish, Refresh, and Synchronization process, then click OK.
4. In the Basic Options section of the Process Details dialog box, enter these values:
   • In the Application field, select Object Sharing.
   • In the Owner Module field, enter PREDEFINED_RULE_PUBLISH.
   • Select the Publish check box.
5. Click Submit.
6. On the Overview page, click the Refresh icon to verify that the publish job completed successfully.
   Once the process completes, you can view the log files for the process or get more details about the status by selecting your process in the Search Results table and reviewing the information in the Process Details or Status Details tabs.