9.2 Security Admin WorkCenter

Purpose: Use this document as a reference for using the Security Admin WorkCenter in ctcLink.

Audience: Local Security Administrators

You must have at least one of these centrally managed security roles:

  • Users will need either the ZZ Local Security Admin or the ZD Local Security Admin roles to View the workcenter, or in CS the ZZ Local SACR Security Admin also has access to the SACR areas.

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

The Security Administration WorkCenter is designed to allow users to access their most commonly used pages, queries, and reports in a single location.

Using the Security Admin WorkCenter

Navigation:  NavBar > Navigator > PeopleTools > Security > Security Admin WorkCenter

  1. The Security Admin WorkCenter page displays. The pagelets menu displays on the left side of the page.  Pagelets, or sections, of the WorkCenter menu, are broken into the categories Links, Queries, and Reports/Processes.
Security Admin WorkCenter page
  1. The Links section provides links to pages that are accessed frequently. The links that appear are determined during system setup. The primary purpose of this pagelet is to minimize the number of clicks to access components and external links. It includes links divided into collapsible sections.
  2. Select the arrow next to the link section header to expand or collapse the section.
  3. After expanding a section, the window can be resized by dragging the dotted handle '.........' as needed.
Links section
  1. The Queries section includes links to queries that are accessed frequently. This section includes a link to Query Manager if assigned to the user, otherwise the Query Viewer link can be found in the Links section above.
Queries section
  1. The Reports/Processes section includes links to common reports and processes, including the Report Manager and Query Report Scheduler pages.
Reports Process section
Personalizing the Security Admin WorkCenter

The Security Admin WorkCenter defaults with system-configured pagelets for links, queries, and reports/processes, but also allows for personalization by the user.

General WorkCenter Display Personalization
  1. Click on the gear icon next to the Security Admin WorkCenter header to view available options:
    1. Reload - to refresh the WorkCenter page.
    2. Personalize - to update display options.
  2. Select Personalize to change how the pagelets are displayed.
Personalize section

Options include:

  • Selected  only selected pagelets will be visible in the WorkCenter.
  • Initially Minimized  if checked, the pagelet is collapsed when the user navigates to the WorkCenter.
  • Display Order  sort by arranging the order of the numbers.
  1. Click Save. The page with reload with the selected options.
WorkCenter Pagelet Personalization

Pagelets (the sections in the WorkCenter menu defined as Links, Queries and Reports/Processes) allow for personalization so that the user can define display options and add new items to the WorkCenter.

To Add Queries

In this example, a personalized list of favorite or frequently used queries will be added to the WorkCenter’s Queries pagelet.

  1. Click on the gear icon in the pagelet header.
    1. Minimize - collapses the pagelet/section
    2. Personalize - to configure pagelet options
  2. From the drop-down options, select Personalize.
Personalize page

The Define User Query Links screen displays.

  1. Select the plus icon to add a new Group.
Queries Pagelet Personalization page

A new Query Group record displays.

  1. In the new Query Group's header section:
    1. Input a descriptive name in the Group Label field.
    2. Enter a Display Order for the new group (optional).
    3. Check the Start Group Collapsed box if preferred (optional).
Queries Pagelet Personalization page
  1. In the Query Definition section:
    1. If there are multiple queries, the Display Order can be defined by inputting numbers in the order preferred.
    2. Owner - public or private query owner
    3. Type - query or pivot grid
    4. Override Title/Description - check to input a personalized query title.
    5. Query Name - Input the query name or use the lookup to search. Click on Advanced Lookup for additional search options.
Look Up Query Name page
  • Show Link - Checked to display the query in the pagelet menu.
  • Starting Page - used to display the selected link in the transaction space when the WorkCenter is launched (optional).
  1. Select the Plus icon to add additional row(s) if needed.
Query Groups page
  1. Save the changes.
Message box
  1. A message will display reminding the user to refresh the pagelet to see the changes.
  2. Select OK.
  3. Close out the window to return to the Security Admin WorkCenter.
  4. Click on the Refresh icon in the pagelet section header.
Queries pagelet section
  1. Section complete.
To Add Reports

In this example, a frequently used Report will be added to the WorkCenter’s Reports pagelet.

  1. Click on the gear icon in the pagelet header.
    1. Minimize - collapses the pagelet/section.
    2. Personalize - to configure pagelet options.
  2. From the drop-down options, select Personalize.
Reports-Processes section

The Define User Reports Links screen displays.

  1. Select the plus icon to add a new Group.
Reports Processes Pagelet Personalization

A new Report/Processes Group record displays.

  1. In the new Link Groups header section:
    1. Input a descriptive name in the Group Label field.  
    2. Enter a Display Order for the new group (optional).
    3. Check the Start Group Collapsed box (optional).
Reports Processes Pagelet Personalization
  1. In the Link List section, click on the Define link.
Define Link page

Click on the Select Menu Item link. The Select a Content Reference page will open and available folders (based on the user’s security access) will be listed. Click on the folders to expand them, following the navigation path to the report needed for the link.

Select a Content Reference page

In this example, the Voucher Register is selected. Click on the report name in blue.

Voucher Register item

Returning to the Define Link page, the chosen Menu Item Name and Label will display.

The report label can be changed by checking the Override Label box.

Define Link page

Click OK to return to the Define User Reports page.  After the link is defined, the remaining link options can be configured:

  • If there are multiple reports listed, the display order can be defined by inputting numbers in the order preferred.
  • Run Control ID  input the Run Control ID usually used to run the report.
  • Check the Start Group Collapsed box (optional).
  • Open in New Window  check to open the report in a new tab.
  1. Save the changes.
Link Groups page
  1. A message will display reminding the user to refresh the pagelet to see the changes.
  2. Select OK.
  3. Close out the window to return to the Security Admin WorkCenter.
  4. Click on the Refresh icon in the pagelet section header to see the changes.
Reports Process section
  1. Process complete.

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