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About SummitAI IT Management Suite

Signing In

Describing the User Interface

Alerts and Approvals

Viewing and Updating Your Profile Details

Global Search

Personalizing Pages

Forgot Password

Logging Out

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Signing In As Another User

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Help File Conventions

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Document Repository

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titleAdministrators
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titleBasic
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titleUsers

Adding Users

Viewing User List

Configuring Role Templates

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Role Template Other Configuration

Configuring Custom Tabs

Resigned Approver List

Viewing Switch User List

Configuring Switch User

Importing User Details Using Excel

Importing User Details from DB

Importing Active Directory User Details

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titleInfrastructure
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titleTheme Configuration

Configuring Themes

Previewing and Editing Themes

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titleSSO Configuration

SSO Configuration Wizard

SSO Configurations: Forms

SSO Configuration : SAML

SSO Configuration: OAuth

SSO Configurations: Proxy

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titleForm Builder

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users

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titleCommon Masters

Configuring Common Master Types

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Configuring Geographic Location

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titleWidgets

Configuring Widgets

Configuring Widget Tabs

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titleExport/Import

Importing Configurations by Template

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Configuring Tenant

Configuring Dashboards

Configuring Domain

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Importing Master Template

Configuring Analysts

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Configuring Custom Scheduler

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Configuring Periodic Survey

Configuring Simple Mail Transfer Protocol

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titleWorkflow

Configuring SR Approval Workflow

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titleCustomers

Adding Customers

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Configuring Custom Tabs for Customers

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titleAdvanced
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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

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titleCompliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

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Tenant Department Customer

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The Compliance profile configuration allows you to configure a profile where a specified query is executed or web service is invoked for a specific period and based on the result configured actions such as Notification, Blocking, and Screen Blocking can be performed. For example: If an employee's time sheet is not submitted by the employee then based on the specific time period and frequency configured in the profile, actions such as notification, screen blocking and blocking notification will be performed.

To configure Compliance Profiles:

  1. Select  Admin > Advanced > Compliance > Profile Configuration.
  2. On the PROFILE CONFIGURATION LIST page, click the ADD NEW icon.
  3. On the PROFILE CONFIGURATION page, type-in the required details to create a Profile. For more information about the fields on the PROFILE CONFIGURATION page, see Field Description.
  4. Click SUBMIT.

    PROFILE CONFIGURATION page
    Figure:  PROFILE CONFIGURATION page

Anchor
Field Description
Field Description
Field Description

The following table describes the fields on the PROFILE CONFIGURATION page:

Fields

Information

DETAILS

Profile Name

Type-in the name for the profile.

Execution Type

Select the Execution Type for the query

  • DB Query: Select this option to execute a DB query for the user compliance.
  • Webservice: Select this option to invoke a web service for the user compliance.

If the Execution Type is selected as Webservice the following option is displayed.

Webservice URL

 Type in the webservice URL.

Method to Invoke

 Type in the method name to invoke the webservice.

Method Parameters:

 

Param Name

 Type in the parameter name.

Param Value

Type in the value for the parameter name. For example: #username#

If the Execution Type is selected as DB Query the following options are displayed

DB Type

Select the DB type from the list to execute the query.

Server Name

Type in the server name of the source for the execution of DB Query. If the server name is already configured for a profile then it is displayed in the list box. Select the server name from the list.

DB Name

Type in the DB name. If the DB name is already configured for a profile then it is displayed in the list. Select the DB name from the list.

User Name

Type in the user name to connect to the specified DB.

Password

Type in the password to connect to the specified DB.

Query

Type in the query to be executed on the server.

Is Default

Select the check box to make it as a default profile.

Active

Select the check box to make the compliance profile as active. Only active profiles are displayed on the profile configuration list page.

From Date

Select the date to activate the profile. Click the Calendar icon to select the date.
Select the Today button to select the present day's date. Select the Clear button to clear the selected date. Select the Done button after the date is selected.

To Date

Select the date until which the profile will be activated. Click the Calendar icon to select the date. Select the Today button to select the present day's date. Select the Clear button to clear the selected date. Select the Done button after the date is selected.

Context Menu Name

Type-in the context menu name for the profile.

Notification Color for 'Code 1'

Select the color to notify the users for 'Code 1'. This color is used for the compliance agent to notify about the non-compliance information.

Notification Color for 'Code 2'

Select the color to notify the users for 'Code 2'. This color is used for the compliance agent for warning the user about the non-compliance warning.

Notification Color for 'Code 3'

Select the color to notify the users for 'Code 3'. This color is used for the compliance agent about the non-compliance blocking.

Notification Frequency

Specify the frequency in minutes for the non-compliance agent pop-up to display.

Notification Title

Specify the notification title for the non-compliance pop-up.

Footer Title

Specify the footer title for the compliance agent.

Blocking Window Frequency

Specify the frequency for the compliance agent blocking.

Blocking Window Title

Specify the title for the compliance agent blocking window.

Blocking Window URL

Specify the URL to redirect the user to complete the compliant task.

Execution Sequence

Specify the sequence for the execution of profiles, if multiple profiles are configured for a user.

Enable Agent Audit Logs

Select the check box to capture compliance agent audit logs.

  • Notification: Select the check box to capture compliance agent notification audit logs.
  • Blocking Notification: Select the check box to capture compliance agent blocking notification audit logs.
  • Screen Blocked: Select the  check box to capture compliance agent screen block audit logs.

Do Not Lock User Screen

 Select the check box to not to block the screen of the user, if the execution of the store procedure is equal to zero.

Exit Code Info

Generates exit code for the profile. This code is used to exit the screen from blocking.

ACTIONS

SHOW LIST

Click the SHOW LIST icon to view the list of configured Compliance Profiles.


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