System Admin

System Admin

System Security Setup

Overview
Manage all ERP Roles, Access and Users based on Requests.

Note :
When assigning user to role, it should be based on principle of “Least Privilege”.

  • Also, we should not allow an user to be assigned to Role+ (i.e. pre-determined role privileges + additional user privilege). We will only allow user to be assigned to Role-.

For unlocking account, Supervisor/TL should be “Approve To Unlock” Lock and unlock is part of ADS.

Define User

Manage all ERP Users based on Request

Business Rules

  • User should be an ADS (Active Directory Services) user
  • Synchronization of ADS users and ERP Users to be done Manually
  • Password should not be stored in ERP Database
  • User should be created/updated based on support request for traceability
  • Password should be checked for its strength like combination of Alpha Numeric, Special characters. It should have minimum 6 characters
  • Once in 30 days, user should be alerted to change the password
  • Notifications upon change to be emailed based on the Email ID stored for the user in ERP

Note: Password Management is done via ADS as ERP will not store passwords

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Define_User

Define Role

Access Control Privileges are primarily managed using Roles. The first level of Security is Roles. One User can have Multiple Roles.

Business Rules

  • Role to User relationship is many to many.
  • Roles are created/updated based on requests
  • Branch Access will be restricted based on Role
  • Role based Permissions will be at the Screen Level (window) – Visible, Read Only, Read/Write
  • Role based access control with user level overrides should be possible.
  • Users will switch Roles to perform tasks based on Privileges assigned

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Define_Role

Define Role Access

Assign Privileges to Role, which could be based on the process user can perform.

Business Rules

  • Branch Access will be restricted based on Role
  • Role based Permissions will be at the Screen Level (window) – Visible, Read Only, Read/Write
  • Role Privileges can be overridden at user level (only to reduce role privileges (Role-), not to add (Role+))
  • Restrict Accounting Posting for Certain Account codes to Certain Roles/Users
  • Role Privileges are based on ERP and no information related to Privilege be managed in ADS
  • Same like ERP ADS will manage only user Authentication of BI Users. Privileges will be managed within BI Solution

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Define_Role_Access

Login Authentication

Authenticate Users based on Userid and Password, form based authentication using Single sign on via ADS
Setup second password that is only used on ERP system in ADS and same way have separate password for BI

Business Rules

  • Authentication will be done through ADS
  • Authorization will be based on ERP Role (Including Branch access)

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Define_Login_Authentication

Note: Date field will not be Displayed

Forgot password

Retrieve User Password

Business Rules

  • Password details are fetched from ADS
  • Password Notifications to User will be sent to Email ID configured in ERP
  • All Forgot Password Request will be Logged and Traced

UI /Report Layout
N/A – As its through ADS (TBD)

Alert Processor

Define system conditions based on which system can alert the configured user

Business Rules

  • Alert Conditions are based on SQL
  • List of Recipients (users of ERP) can be configured per alert
  • System will send email notifications to configured Recipients based on Email ID configured

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_alert_Processor

Integrate with ADS

Single Sign on for User Authentication to be done using ADS, ERP Will be integrated with ADS to perform Authentication

Business Rules

  • Synchronization of Users in ERP and ADS to be done Manually
  • ADS Connection Details to be configured in the System
  • System to Skip Regular ERP Authentication Process and Use ADS for Authentication
  • User Passwords are Managed only in ADS and not in ERP

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Integrate_With_Ads

Lock/Unlock

For Security Reasons Users ID will be locked upon Repeated Login Failure within a defined duration. The same will be released upon Admin Review

Business Rules

  • User Locking will be Done in ADS
  • Admin will review ADS to Unlock Users
  • Admin to Notify Information back to Users

Data Migration

Extract, Transform and Load data from existing MTS into NGERP. Plan for 3 rounds of migration (ETL) testing to filter out exceptions (missing in MTS, incorrect / erroneous in MTS, non-MTS data, manual data mapping, duplications etc) and data type incompatibility.

Note: Refer Migration.Doc for further details regarding Migration

Transform Legacy data

Purpose is to Extract & Transform the Existing Data (from MTS) to match new Requirements to facilitate Migration. Such as Change Customer Code, Avoid Duplicates, Synch up with Cognos

Business Rules

  • This is out of the System to be done Manually by Customer Team along with TPT Team

Import Business Partner

Import all existing Customers and Salesmen into NGERP. Vendor Details to be Migrated Manually

Business Rules

  • Extracted Source Data to be a CSV File (Comma separated Values)
  • Extracted Source Data will be validated for Formatting by System
  • Review of Imported Data in Staging to be done Manually
  • Records Imported from Source to Staging Statistics to be provided
  • Check for Duplicates based on Name, Location, Tax ID
  • If same Partner Name Different Location then the same will be considered as additional Location for the Partner (For eg., Shipping Address, Invoice Address)
  • Default Values if Any to be defined while specifying the Loader Format
  • Manually Admin should Map Source Column to Staging Table Column through column position
  • Source file to be available in local or network disk for User Selection
  • User should initiate Movement of Data from Staging to Live
  • System should manage the Relationship

Note: Staging Data will be Single Row wherein Live Structure will be based on Relationship

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Import_business_Partner

Import Products

Import Product (SKU) from Existing MTS into NGERP to be done manually. Import through system will be used only if required

Business Rules

  • Extracted Source Data to be a CSV File (Comma separated Values)
  • Extracted Source Data will be validated for Formatting by System
  • Review of Imported Data in Staging to be done Manually
  • Records Imported from Source to Staging Statistics to be provided
  • Check for Duplicates based on SKU Short Code, Name, Abbott Code
  • Default Values if Any to be defined while specifying the Loader Format (such as Product Pricelist )
  • Manually Admin should Map Source Column to Staging Table Column through column position
  • Source file to be available in local or network disk for User Selection
  • User should initiate Movement of Data from Staging to Live
  • System should manage the Relationship

Note: Staging Data will be Single Row wherein Live Structure will be based on Relationship

UI /Report Layout

Import Invoice

Used to Import Open Invoices from the Existing System (MTS) into NGERP

Business Rules

  • Extracted Source Data to be a CSV File (Comma separated Values)
  • Extracted Source Data will be validated for Formatting by System
  • Review of Imported Data in Staging to be done Manually
  • Records Imported from Source to Staging Statistics to be provided
  • Check for Duplicates based on Invoice Number and SKU
  • Same Invoice Number different SKU will be Considered as SKU Line
  • Total Invoice Price to be accumulated against single Standard Product for the ease of Import
  • Every Individual Invoice of the Customer will be Imported as separate Invoice to Trace Aging
  • Default Values if Any to be defined while specifying the Loader Format
  • Manually Admin should Map Source Column to Staging Table Column through column position
  • Source file to be available in local or network disk for User Selection
  • User should initiate Movement of Data from Staging to Live
  • System should manage the Relationship

Note: Staging Data will be Single Row wherein Live Structure will be based on Relationship

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Import_Invoice

Import Journals

Set Opening Balance from Existing Accounting Details into NGERP

Business Rules

  • Extracted Source Data to be a CSV File (Comma separated Values)
  • Extracted Source Data will be validated for Formatting by System
  • Review of Imported Data in Staging to be done Manually
  • Records Imported from Source to Staging Statistics to be provided
  • Check for Duplicates based on Same Account Code (Credit, Debit) , Same Amount, Same Date
  • Manually Ensure that Opening balance is not inclusive of the Open Transactions
  • To Avoid Double entry for the same transaction
  • Default Values if Any to be defined while specifying the Loader Format
  • Manually Admin should Map Source Column to Staging Table Column through column position
  • Source file to be available in local or network disk for User Selection
  • User should initiate Movement of Data from Staging to Live

Note: Staging Data will be Single Row wherein Live Structure will be based on Relationship

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Import_Journals

Import Inventory

To Import Current Stock on Hand into NGERP

Business Rules

  • Extracted Source Data to be a CSV File (Comma separated Values)
  • Extracted Source Data will be validated for Formatting by System
  • Review of Imported Data in Staging to be done Manually
  • Records Imported from Source to Staging Statistics to be provided
  • Check for Duplicates based on Same Lot Number, SKU and Locator
  • Manually do a stock check and provide Locator wise current stock on hand
  • Default Values if Any to be defined while specifying the Loader Format
  • Manually Admin should Map Source Column to Staging Table Column through column position
  • Source file to be available in local or network disk for User Selection
  • User should initiate Movement of Data from Staging to Live

Note: Staging Data will be Single Row wherein Live Structure will be based on Relationship

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Import_Inventory

Import Payment

Import Unallocated Payments from Existing System into NGERP

Business Rules

  • Extracted Source Data to be a CSV File (Comma separated Values)
  • Extracted Source Data will be validated for Formatting by System
  • Review of Imported Data in Staging to be done Manually
  • Records Imported from Source to Staging Statistics to be provided
  • Check for Duplicates based on Same Customer, Same Amount, Same Date
  • Manually Ensure that Opening balance is not inclusive of the Open Payments ( To Avoid Double entry for the same transaction )
  • Default Values if Any to be defined while specifying the Loader Format
  • Manually Admin should Map Source Column to Staging Table Column through column position
  • Source file to be available in local or network disk for User Selection
  • User should initiate Movement of Data from Staging to Live
  • System should Reflect the same as Open Payments ready for Allocation

Note: Staging Data will be Single Row wherein Live Structure will be based on Relationship

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Import_Payment


Data Synchronization

Offline Process to enable Synchronization of Data between Branches, DA into Staging for BI & Dashboard

Note: Location refers to the location of the database servers in each branch
In SFTP transfer, we need to create a folder for files to be (a) Transferred; (b) to be loaded; (c) archived after loading.
Able to handle delays. For example Region 1 to 7 successfully uploaded file to System HQ. But Region 8 has not uploaded due to network down or electrical supply cut. System has to track the data upload status (completed, pending) for manual follow-up.
Upload of data based on “Business Date”, not system (or wall clock) date.

Job Dependencies if any to be handled via customized code

Scheduler

Schedule Process execution Time and Trace Execution Log

Business Rules

  • Job Dependencies will be handled through the Code (Process A is complete or not)
  • System will stop execution of the Processes based on Predecessor’s Success/Failure
  • Job Scheduling and Sequence to be handled by System Admin ( For eg., Customer to be Synchronized prior to Invoice Synchronization )
  • System Admin to define the Number of Days to Hold the execution Log for Verification
  • Configured Recipients will receive Notification based on Execution Failures/success
  • Scheduled Jobs Can Exclude Non working Days
  • Local Machine Time Settings will be used for Execution Time (snapshot will be indicated as Business Date, not local machine time.)
  • Time zone settings across all Branches and DA’s to be maintained in Synch to avoid schedule Issues

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Data_synchronization

Extract Sales

Extract End of Day Sales Orders from Branch ERP

Business Rules

  • All Order Types to be extracted
  • Document Sequence of Every Branch to be managed uniquely with Prefix to avoid conflicts
  • All Order, Order line, and tax details to be extracted
  • Extracted File to be converted to CSV File
  • All Orders irrespective of the Status (Void, Complete, In Progress, Reverse, Draft) to be Extracted
  • Upon Extraction, Timestamp to be maintained for future extraction reference
  • All Rows to have Created and Updated Timestamp
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Created Timestamp and Updated Timestamp will be used to mark the extracted record as New or Update
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same (Customer will setup all NGERP servers to synchronize date/time to a central server)

Extract Invoice

Extract Invoice Details from All Branches for Synchronization

Business Rules

  • All Invoice Types (AR, AP, Expense, Credit/Debit Memo) to be extracted
  • Document Sequence of Every Branch to be managed uniquely with Prefix to avoid conflicts
  • All Invoice, Invoice line, and tax details to be extracted
  • Extracted File to be converted to CSV File
  • All Invoice irrespective of the Status (Void, Complete, In Progress, Reverse, Draft) to be Extracted
  • Upon Extraction, Timestamp to be maintained for future extraction reference
  • All Rows to have Created and Updated Timestamp
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Created Timestamp and Updated Timestamp will be used to mark the extracted record as New or Update
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same

Extract Inventory

Extract Inventory Details of every branch

Business Rules

  • Inventory Details irrespective of Status (Hold, VAS etc.,) will be extracted
  • All Rows will be extracted irrespective of the timestamp
  • Every Row will represent unique values of Location, Quantity, Status of the SKU along with Lot number and Expiration Date
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same

Extract Customer

Extract Customer Details from every branch

Business Rules

  • All Active, Inactive customers to be extracted
  • All Customer Contact Users to be extracted
  • Customer Code to be managed Unique to every region/province but while customer switches Region/Province the code will lose its relevance, this code is only to maintain unique customer code across all Regions.
  • Extracted File to be converted to CSV File
  • Upon Extraction, Timestamp to be maintained for future extraction reference
  • All Rows to have Created and Updated Timestamp
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Created Timestamp and Updated Timestamp will be used to mark the extracted record as New or Update
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same
  • All Customer Master Update will happen in HQ Database and the same will be pushed to all Branches at EOD or on Demand Manually

Note: Users from 3 Major Zones will be allowed access for this operation in HQ Database

Extract Salesmen

Extract Salesmen Details for every branch

Business Rules

  • All Active, Inactive Salesmen to be extracted
  • All Salesmen, Customer History will also be extracted
  • Salesmen Code to be managed Unique to every region/province but while salesmen switch Region/Province the code will lose its relevance, this code is only to maintain unique salesmen code across all Regions.
    Extracted File to be converted to CSV File
  • Upon Extraction, Timestamp to be maintained for future extraction reference
  • All Rows to have Created and Updated Timestamp
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Created Timestamp and Updated Timestamp will be used to mark the extracted record as New or Update
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same
  • All Salesmen Master Update will happen in HQ Database and the same will be pushed to all Branches at EOD or on Demand Manually
  • Note: Users from 3 Major Zones will be allowed access for this operation in HQ Database

Extract Product

Extract Product Details from every branch

Business Rules

  • All Active, Inactive Products to be extracted
  • All Product Transaction History, attribute set, price, costing details will also be extracted
  • Product Short Code to be managed Unique
  • Extracted File to be converted to CSV File
  • Upon Extraction, Timestamp to be maintained for future extraction reference
  • All Rows to have Created and Updated Timestamp
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Created Timestamp and Updated Timestamp will be used to mark the extracted record as New or Update
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same Product update is always pushed from HQ to Branches.

Extract Price List

Extract Pricelist details

Business Rules

  • All Pricelist versions to be extracted
  • All Discount Schema associated to the pricelist will also be extracted
  • Extracted File to be converted to CSV File
  • Upon Extraction, Timestamp to be maintained for future extraction reference
  • All Rows to have Created and Updated Timestamp
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Created Timestamp and Updated Timestamp will be used to mark the extracted record as New or Update
  • Rows which has Created or Updated timestamp greater than Last Extraction Timestamp will be extracted based on schedule (Just the Delta)
  • Extractions will be Scheduled at Branch Level, Time zone across all branches to remain the same
  • Pricelist and Discount schema update are always pushed from HQ to all branches

Extract Accounting

Not Applicable as No Accounting Transactions will be posted in Branches. All accounting happens only after Synchronization of data from different branches in the HQ Database Instance

Transform

Process helps in Transformation of Extracted Source data according to destination structure and rules

Business Rules

  • Should be executable Manually on Demand as well as automated via Schedule

Transfer

Transfer the Extracted and Transformed file to relevant file server over SFTP

Business Rules

  • Should be executable Manually on Demand as well as automated via Schedule
  • File Server to be available
  • Upon Failure system shall email configured authority
  • Connectivity Mode SFTP
  • SFTP User to have Read/Write privileges on the Server
  • File Name to be “Branch/DA ID” + “Entity Name” + “Datetimestamp”.csv
    Storage Location to be always based on value configured in Synchronization Location
  • Storage Location to be one per every Branch and DA (Branch Name, DA Name should be equivalent to the Folder Name)

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Transfer

Load

Load all the Extracted Data into staging prior to synchronization

Business Rules

  • Should be executable Manually on Demand as well as automated via Schedule
  • File Server to be available
  • Upon Failure to connect to file server system shall email configured authority
  • Every Branch will have it’s own Location in fileserver to fetch documents from
  • Download and store file into specified location should be under environment variable of the system “SYNCHRONIZATION HOME”
  • All downloaded files contents to be loaded into appropriate entity based staging table
  • Once Loaded remove file from remote location
  • Refer: All Import Rules of Data Migration Activity

Note: Any duplicated keys / ID errors during loading should have exceptions report. Need to be able to allow system admin to isolate problem records, and continue the rest of loading.

Synchronize Sales

Synchronize Sales Data in Staging

Business Rules

  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value )
  • Successfully Synchronized Data to be removed from staging

Note : Any duplicated keys / ID errors during synchronization should have exceptions report. Need to be able to allow system admin to isolate problem records, and continue the rest of synchronization.

Synchronize Invoice

Synchronize Invoice in Staging

Business Rules

  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value
  • Successfully Synchronized Data to be removed from staging

Synchronize Inventory

Synchronize Inventory from Branch to HQ

Business Rules

  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value )
  • Successfully Synchronized Data to be removed from staging
  • Virtual Warehouse and Locator Balance to be Reconciled upon Synchronization for internal branch transfer

Synchronize Customer

Synchronize Customer Details from HQ to Branches

Business Rules

  • All Customer Information are created in Zones, in Staging Database
  • Customer Synchronization will be from Staging to Branches
  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value )
  • Successfully Synchronized Data to be removed from staging

Synchronize Salesmen

Synchronize Salesmen from HQ to Branches

Business Rules

  • All Salesmen Information are created in Zones, in Staging Database
  • Salesmen Synchronization will be from Staging to Branches
  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value
  • Successfully Synchronized Data to be removed from staging

Synchronize Product

Synchronize Product Details from HQ to Branches

Business Rules

  • Product Details are created and updated only in HQ and the same will be Synchronized in Branches
  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value )
  • Successfully Synchronized Data to be removed from staging

Synchronize Pricelist

Pricelist information will be synchronized from HQ to Branch

Business Rules

  • Rows are Created are updated based on Marking done at the time of Extraction
  • All Dependent Process, Triggers and Attributes to be updated accordingly
  • Same Process to be invoked based on Schedule as well as Manual
  • Referenced Columns will be mapped using Short Code for Synchronization ( For eg., For Customer or Product ID referred in Order or Invoice or any Transaction then Short Code/ Search Key of Customer and Product will be extracted along with ID value )
  • Successfully Synchronized Data to be removed from staging

Synchronize Accounting

Synchronize Accounting from of all Branches Transaction into HQ Accounting. Accounting is Centralized only in HQ all other branches to log the Transactions alone and not accounting

Business Rules

  • All Invoice, Payment and other Transactions such as Expense Invoice will be created in Branch and the same will be synchronized in the HQ Database end of day
  • Accounting Posting happens only in HQ Database
  • Sequence of Posting will work based on the transaction timestamp to ensure the books tally and reflect the real time of transaction

Data Warehouse

Daily Snapshots of All Customer Branches and DA’s Sell-out, Inventory and AR/Aging details to be made available for Business Analysis and Reporting. Data Warehouse will contain everyday snapshot (Only Entities related to Sell-out, Inventory, AR/Aging) of Staging Database

Daily Snapshot Compiere

Process to extract daily snapshot of HQ Compiere Database (Master Database as indicated in page 9 block diagram?). Snapshot will contain primarily the Sellout and Inventory (and AR/Aging) Data. Snapshot will be moved to Data Warehouse for Reporting through Business Intelligence Dashboard

Business Rules

  • All Tables related to Sellout and Inventory to be extracted by Data warehouse Script (Order, Invoice, Shipment, Storage, Customer, Salesmen, Product)
  • With all required Attributes (Same will be listed in the Entity Relationship Diagram)
  • Notify User Based on Configuration available in Scheduled Job

Daily Snapshot MTS

Process to extract daily snapshot of MTS Database. Snapshot will contain primarily the Sellout and Inventory Data. Snapshot will be moved to Data Warehouse for Reporting through Business Intelligence Dashboard. From DA’s only required data will be extracted.

Business Rules

  • Script running in DA Environment should extract only the required Sellout and Inventory Data (Order, Invoice, Shipment, Storage, Customer, Salesmen, Product)
  • From HQ Database Data Warehouse Extraction Script to move all contents of MTS instance to Data Warehouse as filtering happens in every DA Instance
  • Notify User Based on Configuration available in Scheduled Job

Define Data Structure DW

This will be made available as part of the Entity Relationship Diagram along with System Architecture Design

Request Management

Request Management Helps to keep track of all Requests and activities performed on those requests.

Request Type

Manage Various Request Types in an Enterprise. Request Types are used for used for processing and categorizing requests. Options are Create User, Create Role also this helps to trace the various activities performed

Business Rules

  • Tolerance for Creation of User 1 Day
  • Tolerance for Role Creation or Update 1 Day

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Request_Management

Request

To Raise a Request and assign it to appropriate user, Update and Track History of the Request

Business Rules

  • Notifications are based on Tolerance Associated with Request Type
  • History of All Request Life cycle to be logged and Traced

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Request

Reporting

All Audit Logs based on Audit Policies and all Scheduled Job Execution Logs

Change Audit

List all the Various Changes user has performed

Business Rules

Changes to be tracked with the following details

  • Changed Column
  • Old Value, New Value
  • Who and When

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Reporting

Session Audit

Review User Session and activities performed specific to session and IP address from which user has logged in.

Business Rules

Capture the following details

  • Logged in Duration
  • User Name
  • IP Address/Host Name

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Session_Audit

Process Audit

Audit All Processes offline and Online, manual and Automatic

Business Rules

Capture the following details

  • Process Name
  • Execution Date/Time
  • Executed By

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Process_Audit

Data access audit

Review all Data accessed by Table

Business Rules

Capture the following details

  • User
  • Session
  • Table
  • Records Accessed

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Data_Access_Audit

Request Details

View All Request irrespective of Status

Business Rules
Capture following details

  • Create On
  • Request ID
  • Description
  • Priority & Status

UI /Report Layout

TenthPlanet_Compiere_Distribution_System_Admin_Request_Details