While setup and maintenance of business role data can be done with all the reference pages listed in the Configuration section, an alternative method is to upload the data from spreadsheets where the Business Role Administrator can easily see an entire role at once. Beyond the few business roles that come delivered in place, there is a large number of roles delivered outside of the application in spreadsheet form. These roles are all-inclusive, that they contain all the transactions created online, all the inquiry pages, and every reference page in each business area.
These roles serve to short cut the analysis process of what is present in CGI Advantage for a given business area before building a business role. The roles can even be loaded with minor adjustments, such as making business processes, business activities, and resource targets inactive that are not currently used to prevent them from displaying. The description fields are very site-specific and can be updated along with some of the names displayed. Other items that may be updated are the primary/secondary ranking as well as display orders. Any cloned transaction codes can also be inserted at the proper location.
Of particular note, if a user is granted a business role to which they do not have security rights to access all the resource targets within the role, they can still see those items listed, but when they try to open them they will receive a security error. For this reason, it is recommended that such resources be placed in the secondary grouping and ordered to display at the bottom of the primary navigation menus. The alternative way is to maintain two different roles or place such resources into a business process that clearly indicates by name that most of the items cannot be accessed.
A macro reads the setup data in this setup spreadsheet and generates CSV files that can then be loaded with the System Maintenance Utility. Data should be loaded in the order of the tables listed below:
R_BUS_ROLE (Business Role)
R_BUS_PROC (Business Process)
R_BUS_ACTV (Business Activity)
R_RSRC_TRGT (Resource Target)
R_BUSROLE_BUSPROC (Business Role Association – Business Role and Business Process tab)
R_BUSPROC_BUSACTV (Business Role Association – Business Process and Business Activity tab)
R_BUSACTV_RSRC_TRGT (Business Role Association – Business Activity and Resource tab)