Configuring Compliance Profiles
- Former user (Deleted)
- Shilpa K (Deactivated)
- Saranya S (Unlicensed)
- Mayuresh Balaji Kamble (Unlicensed)
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:
- Select Admin > Advanced > Compliance > Profile Configuration.
- On the PROFILE CONFIGURATION LIST page, click the ADD NEW icon.
- 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 97552277.
- Click SUBMIT.
Figure: PROFILE CONFIGURATION page
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
|
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. |
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.
|
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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