3.5 Getting Started

Familiarize yourself with the Oracle Health Check Collections Manager Application.

3.5.1 Incident Ticket System Lookup Lists and Seed Data

Oracle Health Check Collections Manager Application provides a basic Incident Ticket system.

Oracle Health Check Collections Manager Application is deployed with seed data for the lookup lists used for data entry for incident tickets:

  • Products

  • Category

  • Customer Contacts

  • Notifications

  • Status Codes

  • Incident Severity

  • Incident Urgency

The seed data is values that are commonly used. Add or change the seed data provided with the application. However, you must have administrator privileges to manage seed data through the Administration tab.

To access the Administration tab, click the gear icon at the upper-right corner.

3.5.2 Access Control System

Limit and control access based on functional roles.

By default, the Access Control system is disabled. If Access Control is disabled, then all authenticated users are granted administrator privileges and can access all application features. To assign one or more roles to the end users, manage access controls through the Administration tab. You can enable the following three functional roles available in the Oracle Health Check Collections Manager.

  • Admin: Admin role user can also be a Workspace Administrator for the application and it depends on your functional roles requirements.

  • DBA Manager

  • DBA

Assign role to the users after configuring the Access Control system.

3.5.3 Oracle Health Check Collections Manager Application Administration

To restrict authorized users alone to access the application, grant sufficient privileges to different roles.

Admin

Any end user who is granted an admin role by the workspace administrator has administrator privileges within the Collection Manager application.

Log in to Oracle Health Check Collections Manager Application using a URL as follows:
http://hostname:port/apex/f?p=ApplicationID
http://hostname:port/pls/apex/f?p=ApplicationID
For example:
http://dbserver.domain.com:8080/apex/f?p=103

As an admin user, you must see the Administration menu at the upper-right corner.

  • Following are the admin user privileges:

    • Add or revoke admin privileges

    • Define Business Units (BU)

    • Assign DBA Manager role to users

    • Assign DBA Managers to one or more BUs

    • Assign systems to BUs (a system can belong to one BU)

    • Assign DBAs to DBA Managers

    • Assign systems to DBAs

    • Ignore any check on a collection, BU, or system

    • Create and assign incidents to any user

    • Manage all incidents

  • Only Admin role can edit any section under the Administration menu.

  • The administrators must configure data based on their requirements under the administration menu to prepare for the wider usage of the application. This is a one-time activity, however, change the configuration over time to suit your needs.

    Examples of the configuration data that you need set up are:

    • Products

    • Customers (internal designations for workgroups)

    • Categories

    • Notifications

    • Status codes

    • Manage Email Server and Job details

    • Manage Notifications

    • Incident Severity

    • Urgency

    • Manage User Roles and Assign systems to users

    • Business Units (BUs)

    • Assign systems to BUs

DBA Manager

Any user who is granted the DBA Manager role.

Log in to Oracle Health Check Collections Manager Application using a URL as follows:
http://hostname:port/apex/f?p=ApplicationID
http://hostname:port/pls/apex/f?p=ApplicationID

The DBA Managers see an Administration menu at the upper-right corner of the application.

Figure 3-26 Oracle Health Check Collections Manager - DBA Manager Administration

Description of Figure 3-26 follows
Description of "Figure 3-26 Oracle Health Check Collections Manager - DBA Manager Administration"

Click Users and Roles.

Figure 3-27 Oracle Health Check Collections Manager - DBA Manager - Manage User Roles

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Description of "Figure 3-27 Oracle Health Check Collections Manager - DBA Manager - Manage User Roles"

The DBA Manager can edit user roles, or assign systems to other users in the DBA Manager BU. The scope of a DBA Manager is an entire BU, or multiple BUs.

Following are the DBA manager privileges:
  • Assign DBAs to BUs the manager manages

  • Assign DBAs to one or more systems

  • Ignore any check on a collection, BU, or system

  • Create incidents for any system

  • Assign incidents to DBAs that manage the systems in their BUs

  • Manage any incidents for systems within their assigned BUs

DBA

Any user who is granted the DBA role.

Log in to Oracle Health Check Collections Manager Application using a URL as follows:
http://hostname:port/apex/f?p=ApplicationID
http://hostname:port/pls/apex/f?p=ApplicationID

The DBA must see the Administration menu at the upper-right corner of the application.

Any end user who is granted administrator role by the workspace administrator has administrator privileges within the Oracle Health Check Collections Manager application.

Figure 3-28 Oracle Health Check Collections Manager - DBA Manager Administration

Description of Figure 3-28 follows
Description of "Figure 3-28 Oracle Health Check Collections Manager - DBA Manager Administration"

Click Users and Roles.

DBA has read-only access.

Figure 3-29 Oracle Health Check Collections Manager - DBA Manager - Manage User Roles

Description of Figure 3-29 follows
Description of "Figure 3-29 Oracle Health Check Collections Manager - DBA Manager - Manage User Roles"
Following are the DBA privileges:
  • Cannot manage Access Control List

  • Manage systems within one or more BUs, if the DBA Managers of those BUs assign them

  • Ignore any check on a collection or system they manage

  • Manage any incidents assigned to them

3.5.4 Selectively Capturing Users During Login

By default, Oracle Health Check Collections Manager captures details of the users logging in using LDAP authentication, and assigns them DBA role.

However, you can disable automatic capture and re-enable anytime later. If you disable, then you must manually create users and assign them roles.

  1. Click Administration, and then select Users and Roles.
  2. To disable automatic capture of users details, click Don’t Capture User Details (When Login).

    Figure 3-30 Don’t Capture User Details (When Login)

    Description of Figure 3-30 follows
    Description of "Figure 3-30 Don’t Capture User Details (When Login)"
  3. To re-enable automatic capture of user details, click Capture User Details (When Login).

    Figure 3-31 Capture User Details (When Login)

    Description of Figure 3-31 follows
    Description of "Figure 3-31 Capture User Details (When Login)"

3.5.5 Configuring Email Notification System

The Oracle Health Check Collections Manager Application provides an email notification system that users can subscribe to.

The setup involves:
  • Configuring the email server, port, and the frequency of email notifications.

  • Registering the email address

Note:

Only the administrators have the privilege to manage Email Notification Server and Job details.

  1. Log in to Oracle Health Check Collections Manager, and then click Administration > Configure Email > Configure Email Server/Notification/Purge tab.

    Figure 3-32 Oracle Health Check Collections Manager - Configure Email Server

    Description of Figure 3-32 follows
    Description of "Figure 3-32 Oracle Health Check Collections Manager - Configure Email Server"
    1. Specify a valid Email Server Name, Port Number, and then click Set My Email Server Settings.
    2. Set Email Notification Frequency as per your needs.
      See the Notification Job Run Details on the same page.
  2. Click Administration > Configure Email > Email Notification Preferences.

    Figure 3-33 Oracle Health Check Collections Manager - Email Notification Preferences

    Description of Figure 3-33 follows
    Description of "Figure 3-33 Oracle Health Check Collections Manager - Email Notification Preferences"
    1. If you are accessing for the first time, then enter your email address.
      Subsequent access to Manage Notifications page shows your email address automatically.
    2. By default, Subscribe/Unsubscribe My Mail Notifications is checked. Leave as is.
    3. Under Business Unit Specific Collection Notifications, choose the business unit that you want notifications for.
    4. Under Collection Notifications, choose the type of collections for which you want to receive notifications.
    5. Select to receive notification when the available space in ORAchk CM tablespace falls below 100 MB.
    6. Validate the notification delivery by clicking Test under Test your email settings.

      If the configuration is correct, you must receive an email. If you do not receive an email, check with your admin.

      Following is the sample notification:
      From: username@domainname.com
      Sent: Thursday, January 28, 2016 12:21 PM
      To: username@domainname.com
      Subject: Test Mail From Collection Manager
      
      Testing Collection Manager Email Notification System
    7. Click Submit.

Note:

Manage Notifications section under the Administration menu is available for all users irrespective of the role.

If the ACL system is enabled, then the registered users receive notifications for the systems that they have access to. If the ACL system is not configured, then all registered users receive all notifications.

Depending on the selections, you made under Collection Notifications section, you receive an email with Subject: Collection Manager Notifications containing application URL with results.

Figure 3-34 Oracle Health Check Collections Manager - Sample Email Notification

Description of Figure 3-34 follows
Description of "Figure 3-34 Oracle Health Check Collections Manager - Sample Email Notification"

Under Comments column, click the Click here links for details. Click the respective URLs, authenticate, and then view respective comparison report.

Figure 3-35 Oracle Health Check Collections Manager - Sample Diff Report

Description of Figure 3-35 follows
Description of "Figure 3-35 Oracle Health Check Collections Manager - Sample Diff Report"

3.5.6 Bulk Mapping Systems to Business Units

If you have many systems, then you can quickly map those systems to business units in Oracle Health Check Collections Manager using an XML bulk upload.

  1. Click Administration > Business Unit > Assign System to BU.
  2. Click Bulk Mapping.
  3. Upload a mapping XML.
    1. Click Generate XML File (Current Mapping).
    2. Download the resulting XML file that contains your current system to business unit mappings.

      Figure 3-37 Upload a mapping XML

      Description of Figure 3-37 follows
      Description of "Figure 3-37 Upload a mapping XML"
    3. Amend the XML to show mappings that you want.
    4. Upload new Mapping XML through Upload Mapping (XML File).

3.5.7 Purging Old Collections

By default, Oracle Health Check Collections Manager runs a purge job daily, removing data older than three months.

To adjust or disable the collection purging frequency:

  1. Click Administration > Configure Email > Configure Mail Server/Notification/Purge Job.

    Figure 3-38 Manage Email Server and Job Details

    Description of Figure 3-38 follows
    Description of "Figure 3-38 Manage Email Server and Job Details"
  2. Select an appropriate option:
    • Change the frequency of purges by setting different values in Purge Frequency , and then click Click To Purge Every.

    • To disable purging, click Click To Disable Purging.

    • To re-enable purging, click Click To Enable Purging.

Figure 3-39 Oracle Health Check Collections Manager - Configure Purging

Description of Figure 3-39 follows
Description of "Figure 3-39 Oracle Health Check Collections Manager - Configure Purging"