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.

Security Admin WorkCenter

Expand or collapse content Using the Security Admin WorkCenter

Navigation: 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
  1. The Reports/Processes section includes links to common reports and processes, including the Report Manager and Query Report Scheduler pages.
Reports/Processes section
Expand or collapse content 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.

Display Personalization

  1. Click on the gear icon next to the Security Admin WorkCenter header to view available options:
    • Reload - to refresh the WorkCenter page.
    • Personalize - to update display options.
  2. Select Personalize to change how the pagelets are displayed.
    1. The selection Options include:
      • Selected: only 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.
  3. Click Save.
  4. The page will reload with the selected options.
Personalize section

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. The following examples demonstrate how to personalize by adding Queries, Links and Reports to their respective sections.

Expand or collapse content 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 Queries pagelet header to view options.
    • Minimize - collapses the pagelet/section
    • Personalize - to configure pagelet options
  2. From the drop-down options, select Personalize.
  3. The Define User Query Links screen displays.
  4. Select the plus icon to add a new Group.
Queries Pagelet Personalization page
  1. A new Query Group record displays.
  2. In the new Query 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 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.
  2. Show Link - Checked to display the query in the pagelet menu.
  3. Starting Page - used to display the selected link in the transaction space when the WorkCenter is launched (optional).
  4. Select the Plus icon to add additional row(s) if needed.
  5. Save the changes.
  6. A message will display reminding the user to refresh the pagelet to see the changes.
  7. Select OK to complete the process of adding queries.
  8. Close out the window to return to the Security Admin WorkCenter.
  9. Click on the Refresh icon in the pagelet section header to complete the process and view the updated list of Queries.
Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

COMING SOON

Video Tutorial via Panopto

View the external link to Add Queries. This link will open in a new tab/window.

  1. Choosing a Menu Item:
    1. Click on the Select Menu Item link.
    2. The Select a Content Reference page will open and available folders (based on the user’s security access) will be listed.
    3. Click on the folders to expand them, following the navigation path to the page needed for the link.
Select a Content Reference page
  1. In this example, the Pivot Grid Viewer is selected.
  2. Click on the blue page name link.
Pivot Grid Viewer selection
  1. Returning to the Define Link page, the chosen Menu Item Name and Label will display.
    • The link label can be changed by checking the Override Label box.
Define Link page
  1. Click OK to return to the Define User Links page.  After the link is defined, the remaining link options are available:
    • Display Order - to sort the order of the links in the group.
    • Show Link - to show the link in the Links menu.
    • Starting Page - to default to open the link in the transaction area of the WorkCenter.
    • Open in New Window - to open the linked page in a new tab.
  2. Now that you have completed the link options, you have successfully completed the process of adding a Menu Item link.
  3. The next section demonstrates adding an URL link.

URL

  1. Defining an URL link:
    1. In the Link Type field, click on the drop-down arrow, then choose URL.
    2. Input or copy/paste a URL address into the URLID field.
    3. Input a descriptive label in the Label field.
  2. Click OK to save the entries and return to the Define User Links page.  
  3. After the link is defined, the remaining link options can be configured:
    1. Display Order - If there are multiple links, the display order can be defined by inputting numbers in the order preferred.
    2. Show Link - to show the URL link in the Links menu.
    3. Starting Page - to default to open the URL link in the transaction area of the WorkCenter
    4. Open in New Window - check to open the URL link in a new tab which is recommended as some URLs may not render properly.
  4. Save the changes.
  5. A message will display reminding the user to refresh the pagelet to see the changes.
  6. Select OK.
  7. Close out the window to return to the Security Admin WorkCenter.
  8. Click on the Refresh icon in the pagelet section header to complete the process of defining an URL link.
Define Link page
Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

COMING SOON

Video Tutorial via Panopto

View the external link to Add Links. This link will open in a new tab/window.

Expand or collapse content 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.
    • Minimize - collapses the pagelet/section.
    • Personalize - to configure pagelet options.
  2. From the drop-down options, select Personalize.
  3. The Define User Reports Links screen displays.
  4. Select the plus icon to add a new Group.
Reports Processes Pagelet Personalization
  1. A new Report/Processes Group record displays.
  2. 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).
  3. In the Link List section, click on the Define link.
Reports Processes Pagelet Personalization
  1. Click on the Select Menu Item link.
  2. The Select a Content Reference page will open and available folders (based on the user’s security access) will be listed.
  3. Click on the folders to expand them, following the navigation path to the report needed for the link.
Select a Content Reference page
  1. In this example, the Voucher Register is selected. Click on the report name in blue.
Voucher Register item
  1. Returning to the Define Link page, the chosen Menu Item Name and Label will display.
  2. The report label can be changed by checking the Override Label box.
Define Link page
  1. Click OK to return to the Define User Reports page.
  2. 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.
  3. Save the changes.
  4. A message will display reminding the user to refresh the pagelet to see the changes.
  5. Select OK.
  6. Close out the window to return to the Security Admin WorkCenter.
  7. Click on the Refresh icon in the pagelet section header to see the changes and complete the process of Adding Reports.
Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

COMING SOON

Video Tutorial via Panopto

View the external link to Add Reports. This link will open in a new tab/window.

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