Transcription
Omni-Insurance Omni GovernanceConsole Administration GuideVersion 3.12May 26, 2020
Active Technologies, EDA, EDA/SQL, FIDEL, FOCUS, Information Builders, the Information Builders logo, iWay, iWaySoftware, Parlay, PC/FOCUS, RStat, Table Talk, Web390, WebFOCUS, WebFOCUS Active Technologies, and WebFOCUSMagnify are registered trademarks, and DataMigrator and Hyperstage are trademarks of Information Builders, Inc.Adobe, the Adobe logo, Acrobat, Adobe Reader, Flash, Adobe Flash Builder, Flex, and PostScript are either registeredtrademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.Due to the nature of this material, this document refers to numerous hardware and software products by theirtrademarks. In most, if not all cases, these designations are claimed as trademarks or registered trademarks by theirrespective companies. It is not this publisher's intent to use any of these names generically. The reader is thereforecautioned to investigate all claimed trademark rights before using any of these names other than to refer to the productdescribed.Copyright 2020, by Information Builders, Inc. and iWay Software. All rights reserved. Patent Pending. This manual, orparts thereof, may not be reproduced in any form without the written permission of Information Builders, Inc.
ContentsPreface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Documentation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Related Publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Customer Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Help Us to Serve You Better . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9User Feedback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Information Builders Consulting and Training . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111. Introducing the Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Key Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14Accessing the Administration Console . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Understanding the Layout and Structure of the Administration Console . . . . . . . . . . . . . . . . . . . . . .15Components Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Actions Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Help Menu. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Content Area. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Footer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172. Configuring Application Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Source List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Source Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Source History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Show Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Editing a Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Deleting a Source. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24View List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26Show View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Creating a New View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Editing a View. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Omni-Insurance Omni Governance Console Administration Guide3
ContentsOptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Option List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Show Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Creating a New Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Editing an Option. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Table List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Show Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Creating a New Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Editing a Table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Editing a Column. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44Global Column Editing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Editing a Link. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45Table Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Table Order List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Editing a Table Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48Setting List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Show Setting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Creating a New Setting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Editing a Setting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Exceptions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Exception List. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Downloading and Uploading Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Downloading Metadata. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Uploading Metadata. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Configuring 360 Viewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57Configuring Remediation Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69Issues Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .69Case Issues Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Ticket Issues Grid. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Filtering Panel on My Cases Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75Filtering Panel on All Cases Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .764Information Builders
ContentsNumber of Filtering Criteria Sections Expanded by Default. . . . . . . . . . . . . . . . . . . . . . . 77Default Filtering on My Cases/All Cases Tab. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Switching ON/OFF of Multiselect Drop-down List on My Cases/All Cases Tabs. . . . . 83Override Matching Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88Instance Details Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Case Properties Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89Manual Cleansing Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90Workspace Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91Case Properties Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93General Issue Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Workspace Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94Case Properties Panel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Issues Pop Up. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96Domain Grid Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96Breadcrumbs Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99Sub-domains Configuration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100A. Enhanced Access Security: Column-Based and Row-Based . . . . . . . . . . . . . . . . . . . . .101Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101Configuring Enhanced Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Enabling Enhanced Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104Configuring Column-based Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Configuring Column Access. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107Configuring Row-Based Access Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114Supporting Enhanced Security Using WSO2 Identity Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118Merging and Reorganizing Column Sets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118B. Configuring Single Sign-On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121Stopping the OGC Tomcat Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Unzipping the Single Sign-On Delivery Package . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Configuring the context.xml Properties File and Creating Backup Files . . . . . . . . . . . . . . . . . . . . . .122Editing the sso.properties File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123Generating Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124Exporting Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125Omni-Insurance Omni Governance Console Administration Guide5
ContentsEditing the ogc-sp.xml File With Certificates and Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126Configuring the SAML2 Identity Provider (SiteMinder) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Registering the Identity Provider Partnership Information and Certificate From the IdentityProvider . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Special Algorithms (Optional) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Restarting Apache Tomcat . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Testing the New SAML2 SSO Sign On Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132C. Using MData, Synch, and WSO2 Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Functional Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133Using the WSO2/MData-Synchronization Feature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133Configuring Omni Server Mode. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133Using the Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134Step 1: Initializing the Analysis for the Synchronization Process. . . . . . . . . . . . . . . . 135Step 2: Analyzing the Progress. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135Step 3: Summarizing the Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Step 4: Viewing the Details of the Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136Step 5: Customizing Roles or Users to be Synchronized (Optional). . . . . . . . . . . . . . .137Step 6: Customizing Policies to be Updated (Optional. . . . . . . . . . . . . . . . . . . . . . . . . .138Step 7: Executing the Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Step 8: Summarizing the Synchronization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139Developer Environment Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139D. Configuring Omni Governance Console Roles From LDAP (Active Directory) . . . . 143Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Enabling Authorization Permission From OGC Using Group Names Through LDAP . . . . . . . . . . . . 143Using the Active Directory (LDAP Server) System . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148Testing Logons to Omni Governance Console (OGC) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1546Information Builders
PrefaceThis documentation describes how to perform administration tasks for Omni GovernanceConsole (OGC), which provides a web-based Administration console that you can use toconfigure the application.How This Manual Is OrganizedThis manual includes the following chapters:Chapter/AppendixContents1Introducing theAdministration ConsoleIntroduces the Administration console, which is acomponent of the Omni Governance Console (OGC).2Configuring ApplicationComponentsDescribes how to configure Omni GovernanceConsole (OGC) application components using theAdministration console.AEnhanced Access Security:Column-Based and RowBasedDescribes how to configure column-based accesssecurity and row-based access security in the OmniGovernance Console (OGC).BConfiguring Single Sign-OnDescribes how to configure Single Sign-On (SSO) forOmni Governance Console (OGC).CUsing MData, Synch, andWSO2 AdministrationDescribes the WSO2/MData Synchronization(Mdata-Synch) feature of reducing the configurationwork of the administrator when a new subjectarrives into the Omni Server model and database,and when data structures are altered (for example,a type or name of a column has been changed).DConfiguring Omni GovernanceConsole Roles From LDAP(Active Directory)Describes how to configure a WSO2 based LDAPconnection and User Store which will eliminate theredundant data entry, and allow the Subject perUserid Authorizations to be obtained from theenterprise LDAP Server (Active Directory).Documentation ConventionsThe following table lists and describes the documentation conventions that are used in thismanual.Omni-Insurance Omni Governance Console Administration Guide7
Related PublicationsConventionDescriptionTHIS TYPEFACEDenotes syntax that you must type exactly as shown.orthis typefacethis typefaceRepresents a placeholder (or variable), a cross-reference, or animportant term. It may also indicate a button, menu item, or dialogbox option that you can click or select.underscoreIndicates a default setting.Key KeyIndicates keys that you must press simultaneously.{}Indicates two or three choices. Type one of them, not the braces. Separates mutually exclusive choices in syntax. Type one of them,not the symbol.Indicates that you can enter a parameter multiple times. Type onlythe parameter, not the ellipsis (.).Indicates that there are (or could be) intervening or additionalcommands.Related PublicationsVisit our Technical Documentation Library at http://documentation.informationbuilders.com. Youcan also contact the Publications Order Department at (800) 969-4636.Customer SupportDo you have any questions about this product?Join the Focal Point community. Focal Point is our online developer center and more than amessage board. It is an interactive network of more than 3,000 developers from almost everyprofession and industry, collaborating on solutions and sharing tips and techniques. AccessFocal Point at Information Builders
PrefaceYou can also access support services electronically, 24 hours a day, with InfoResponseOnline. InfoResponse Online is accessible through our website, http://www.informationbuilders.com. It connects you to the tracking system and known-problemdatabase at the Information Builders support center. Registered users can open, update, andview the status of cases in the tracking system and read descriptions of reported softwareissues. New users can register immediately for this service. The technical support section ofhttp://www.informationbuilders.com also provides usage techniques, diagnostic tips, andanswers to frequently asked questions.Call Information Builders Customer Support Services (CSS) at (800) 736-6130 or (212)736-6130. Customer Support Consultants are available Monday through Friday between 8:00a.m. and 8:00 p.m. EST to address all your questions. Information Builders consultants canalso give you general guidance regarding product capabilities and documentation. Please beready to provide your six-digit site code number (xxxx.xx) when you call.To learn about the full range of available support services, ask your Information Buildersrepresentative about InfoResponse Online, or call (800) 969-INFO.Help Us to Serve You BetterTo help our consultants answer your questions effectively, be prepared to providespecifications and sample files and to answer questions about errors and problems.The following tables list the environment information our consultants require.PlatformOperating SystemOS VersionJVM VendorJVM VersionThe following table lists additional questions to help us serve you better.Request/QuestionError/Problem Details or InformationDid the problem arise througha service or event?Omni-Insurance Omni Governance Console Administration Guide9
Help Us to Serve You BetterRequest/QuestionError/Problem Details or InformationProvide usage scenarios orsummarize the application thatproduces the problem.When did the problem start?Can you reproduce thisproblem consistently?Describe the problem.Describe the steps toreproduce the problem.Specify the error message(s).Any change in the applicationenvironment: softwareconfiguration, EIS/databaseconfiguration, application, andso forth?Under what circumstance doesthe problem not occur?The following is a list of error/problem files that might be applicable.Input documents (XML instance, XML schema, non-XML documents)Transformation filesError screen shotsError output filesTrace filesCustom functions and agents in useDiagnostic ZipTransaction log10Information Builders
PrefaceUser FeedbackIn an effort to produce effective documentation, the Technical Content Management staffwelcomes your opinions regarding this document. Please use the Reader Comments form atthe end of this document to communicate your feedback to us or to suggest changes that willsupport improvements to our documentation. You can also contact us through our om/connections.asp.Thank you, in advance, for your comments.Information Builders Consulting and TrainingInterested in training? Information Builders Education Department offers a wide variety oftraining courses for this and other Information Builders products.For information on course descriptions, locations, and dates, or to register for classes, visitour website (http://education.informationbuilders.com) or call (800) 969-INFO to speak to anEducation Representative.Omni-Insurance Omni Governance Console Administration Guide11
Information Builders Consulting and Training12Information Builders
Chapter1Introducing the Administration ConsoleThis chapter introduces the Administration console, which is a component of the OmniGovernance Console (OGC).In this chapter:OverviewPrerequisitesKey FeaturesAccessing the Administration ConsoleUnderstanding the Layout and Structure of the Administration ConsoleOverviewOmni Governance Console (OGC) provides an Administration console that you can use toconfigure OGC.The Administration console is only available after users log in to OGC. Only users who are firstauthenticated and authorized with the System Administrator role in the WSO2 Identity Serveruser store repository are allowed to access the OGC Administration console.PrerequisitesBefore connecting to the Omni Governance Console (OGC), ensure that the client systemsupports the prerequisites that are listed in the following table.Client ComponentOperating SystemsVersionWindows 2016, Windows 2012, Windows 10Omni-Insurance Omni Governance Console Administration Guide13
Key FeaturesClient ComponentVersionWeb BrowserMicrosoft EdgeInternet Explorer 11Mozilla Firefox: Latest available versionGoogle Chrome: Latest available versionKey FeaturesThe OGC Administration console provides a web-based interface to view and edit OGCconfiguration details (metadata).The main operations that can be performed in the Administration console include the following:View and edit sources.View and edit views, create new views.View and edit options, create new options for table, view or source.View and edit tables, create new tables.View and edit columns.View and edit links.View and edit Table Order.View and edit settings, create new settings.Download and upload configuration (metadata.xml) files.Note: All configuration options set, and all screen layouts defined by the metadata that theAdministration console creates or edits are applied at a system-wide level. These optionscannot be configured on a per-user basis.For example, if the Administration console is used to create a grid display with LastName ascolumn 1 and FirstName as column2, then all users viewing that display will see the columnsin this order.14Information Builders
1. Introducing the Administration ConsoleAccessing the Administration ConsoleEnsure that the user who is responsible for managing OGC metadata, modifying applicationoptions, and display definitions has the System Administrator role in the WSO2 Identity Serveruser store repository.1. Enter the URL in your browser to access OGC. For example:https://ogcHostName:84432. Sign in to OGC with your valid user ID and password.3. Click the Administration tab on the OGC menu bar.Understanding the Layout and Structure of the Administration ConsoleAll pages within the OGC Administration console are unified through a common page layout, asshown in the following image.Each page contains the following areas:1. Components menu2. Actions menuOmni-Insurance Omni Governance Console Administration Guide15
Understanding the Layout and Structure of the Administration Console3. Help menu4. Content area5. FooterComponents MenuThe components menu includes the following tabs:SourcesViewsOptionsTablesTable OrderSettingsExceptionsThe following image shows the components menu with the Tables tab selected.Actions MenuThe actions menu may vary depending on the specific page. Usually, the actions menucontains:List of items.Create item button.Edit item button.Delete item button.Detailed information about the actions menu is described throughout this documentation.16Information Builders
1. Introducing the Administration ConsoleThe following image shows the actions menu when the Tables tab selected in the componentsmenu.Help MenuThe Help menu describes the functionality of the corresponding activity. It is available withineach tab for each action.The following image shows the Help menu when the Views tab selected in the componentsmenu.Content AreaThe content area is the main part of each page where administrators can view and editmetadata.Detailed descriptions of different pages are provided throughout this documentation.FooterThe footer contains links to the Home and Contacts pages, and links for downloading anduploading metadata. It also contains the Back to top link.Omni-Insurance Omni Governance Console Administration Guide17
Understanding the Layout and Structure of the Administration Console18Information Builders
Chapter2Configuring Application ComponentsThis section describes how to configure Omni Governance Console (OGC) applicationcomponents using the Administration console.In this chapter:SourcesViewsOptionsTablesTable OrderSettingsExceptionsDownloading and Uploading MetadataConfiguring 360 ViewerConfiguring Remediation PagesSourcesSources contain information about services that provide data and its metadata (datastructure).Omni-Insurance Omni Governance Console Administration Guide19
B Configuring Single Sign-On Describes how to configure Single Sign-On (SSO) for Omni Governance Console (OGC). C Using MData, Synch, and WSO2 Administration Describes the WSO2/MData Synchronization (Mdata-Synch) feature of reducing the configuration work of the administrator when a new subject arrives into the Omni Server model and database,
