In role owner campaign need few settings

[SriRanga]

Hi Team,

can someone please help how can I configure Role Owner campaign with below settings in it-

-Consider all active enterprise role in UAT along with active entitlements in it
-If there is no entitlement add any active entitlements to that role
-Make sure for the roles we have valid active users in it
-Update all the roles with the user multiple approvers for audit as primary certifier
-Update ops team and Kelly Posner and rob civitelo as secondary certifiers randomly to all the roles
-Launch a campaign which should include only the enterprise roles.

Do let me know if you need more details.

Thanks,

Amit Aware

[dgandhi]

Hi @SriRanga 

Please find below updates.

-Consider all active enterprise role in UAT along with active entitlements in it --> This can be configured in the campaign as advance query
-If there is no entitlement add any active entitlements to that role --> This should be done before your launch campaign.
-Make sure for the roles we have valid active users in it --> This can be added in advance query
-Update all the roles with the user multiple approvers for audit as primary certifier --> This needs to be done prior to campaign launch. All the roles should have owner as primary certifier. if more then 1 owner then it should be added as Secondary Certifier.
-Update ops team and Kelly Posner and rob civitelo as secondary certifiers randomly to all the roles --> This needs to be prior to campaign launch.
-Launch a campaign which should include only the enterprise roles. --> This can be done as advance query in the campaign config.

Please refer below details to launch Role owner campaign with steps.

https://docs.saviyntcloud.com/bundle/EIC-Admin-v2022x/page/Content/Chapter06-EIC-Configurations/Conf...

Thanks

[SriRanga]

@dgandhi .. thanks for your valuable reply. Can you help with below-

1. Consider all active enterprise role in UAT along with active entitlements in it --> This can be configured in the campaign as advance query->

Can you help with the query and which section exactly in below ss.

2. If there is no entitlement add any active entitlements to that role --> This should be done before your launch campaign. --> Okay I will take care of it

3. Make sure for the roles we have valid active users in it --> This can be added in advance query--> Please share query if you have and let know in which section we can use in above screenshot

4. Update all the roles with the user multiple approvers for audit as primary certifier --> This needs to be done prior to campaign launch. All the roles should have owner as primary certifier. if more then 1 owner then it should be added as Secondary Certifier. --> I will do that

5. Update ops team and Kelly Posner and rob civitelo as secondary certifiers randomly to all the roles --> This needs to be prior to campaign launch.--> okay will do

6. Launch a campaign which should include only the enterprise roles. --> This can be done as advance query in the campaign config.--> Please share query if you have and let know in which section we can use in above screenshot

Thank you,

Amit Aware

[SriRanga]

@dgandhi  - adding to previous update I would like to mention that  we could see the below items on create campaign action-

Now when we click on campaign type as 'Role Owner' then we could see as below, 

So here in second screenshot we could not see Roles Query section where we can filter role of type 'Enterprise'

Thanks,

Amit Aware

[dgandhi]

@SriRanga To include active entitlement, in entitlement query add below

status = 1

TO include active users , include below in users advance query

statuskey = 1

I believe by default only enterprise roles are included in the certification so last point should be good.

Thanks

[dgandhi]

In Campaign based on , choose Role Query.

Then at bottom you will get option to write your Role Query (in HQL) to filter the roles that should be included in the campaign.

Thanks

[SriRanga]

@dgandhi -- got it thanks. One more doubt here is can you confirm if below expression I am using below is correct to filter out enterprise roles

Thanks,

Amit Aware

[dgandhi]

We were launching based on Cp value of the role but you can try below for roletype and see if it works

and ro.rolekey.customproperty2='Y'. (based on cp value)

and ro.rolekey.roletype=4. (try in different case also ,like roleType)

[SriRanga]

@dgandhi -

I think, and ro.rolekey.roletype=4 will work for us but will confirm you on this soon.

With using CP we are getting invalid expression error.

Thanks,

Amit Aware

[dgandhi]

Please keep posted what works so others can benefit.

[SriRanga · Accepted solution]

@dgandhi -- I have tried below which worked for me,

and ro.rolekey.id in (select id from Roles where roletype='4')

Thanks,

Amit Aware