System Settings

Settings - System Settings

System Settings are configured during installation to define the domain name, set dashboard defaults, and specify the SMTP email server.

These settings should not be modified after installation, as a loss of service will occur.

Job Data Source / Define A Custom Query

Job information is used to enhance user search capabilities, reporting analytics, and access request workflows.

Sentinel uses a standard query for retrieving job information, but a custom query can be used.

During installation, the first development PeopleSoft environment is selected as the source by default; this should be updated to Production as it contains the most up-to-date information.

Define a Custom Query:

1. Navigate to Settings - System Settings.

2. Under the 'Data Source' tab, select a Source Environment.

3. Check the box for Use Custom Query.

4. Paste the custom query in the text box.

   • *The custom query must contain all fields, even if they are blank.

5. Click 'Check Query' to validate the query results.

6. Once validated, save changes.

   

Required Job Query Fields

EMPLID string 30 - Unique EMPLID
NAME string 50 - Person name: <First name, Last name>
DEPTID string 10 - Department ID
DEPTDESCR string 50 - Department Name
BUID string 10 - Buiness Unit ID
BUDESCR string 30 - Buiness Unit Description
JOBCODE string 10 - Job Code ID *
JOBDESCR string 30 - Job Code Description *
POSITION string 8 - Position *
POSDESCR string 30 - Position Description *
SUPERVISOR_ID string 8 - Supervisor ID
REPORTS_TO string 11 - Reports
COMPANY string 11 - Company ID
COMPANYDESCR string 11 - Company Description
ESTABID string 11 - Establishment ID
ESTABDESCR string 11 - Establishment Description
REG_REGION string 11 - Region
REGDESCR string 11 - Region Description
LOCATION string 11 - Location
LOCATIONDESCR string 11 - Location Description
EMAIL string 100 - Primary Email Address
HRSTATUS string 1 - Job status on current date
EFFDT date - Effective Date

Sample PeopleSoft Job Information Query

SELECT DISTINCT A.EMPLID,
                PS_NAMES.NAME,
                A.EFFDT,
                A.DEPTID,
                B.DESCR AS DEPTDESCR,
                A.JOBCODE,
                C.DESCR AS JOBDESCR,
                A.HR_STATUS AS HRSTATUS,
                A.BUSINESS_UNIT AS BUID,
                E.DESCR AS BUDESCR,
                PD.POSITION_NBR AS POSITION,
                PD.DESCR AS POSDESCR,
                PS_JOB.SUPERVISOR_ID,
                PS_JOB.REPORTS_TO,
                A.COMPANY,
                PSC.DESCR AS COMPANYDESCR,
                '' AS ESTABID,
                '' AS ESTABDESCR,
                A.REG_REGION,
                RR.DESCR50 AS REGDESCR,
                A.LOCATION,
                LOC.DESCR AS LOCATIONDESCR,
                EA.EMAIL_ADDR AS email
FROM
  (SELECT C.*
   FROM
     (SELECT x.*,
             ROW_NUMBER() over (partition BY x.EMPLID
                                ORDER BY x.EMPLID, x.HR_STATUS, x.EFFDT DESC) rnk
      FROM PS_CURRENT_JOB x
      WHERE x.EFFDT <= SYSDATE) C
   WHERE C.rnk = 1) A
LEFT JOIN PS_BUSUNIT_HR_VW E ON E.BUSINESS_UNIT = A.BUSINESS_UNIT
LEFT JOIN PS_REG_REGION_TBL RR ON RR.REG_REGION = A.REG_REGION
LEFT JOIN
  (SELECT xx.emplid,
          xx.name,
          xx.effdt
   FROM
     (SELECT x.emplid,
             x.name,
             x.effdt,
             ROW_NUMBER() over (partition BY x.emplid
                                ORDER BY x.emplid, x.effdt DESC, x.NAME_TYPE DESC) rnk
      FROM PS_NAMES x
      WHERE EFF_STATUS = 'A'
        AND EFFDT <= SYSDATE) xx
   WHERE xx.rnk = 1) PS_NAMES ON PS_NAMES.EMPLID = A.EMPLID
LEFT JOIN
  (SELECT xx.setid,
          xx.deptid,
          xx.descr,
          xx.effdt
   FROM
     (SELECT x.setid,
             x.deptid,
             x.descr,
             x.effdt,
             ROW_NUMBER() over (partition BY x.setid, x.deptid
                                ORDER BY x.setid, x.DEPTID , x.effdt DESC) rnk
      FROM PS_DEPT_TBL x
      WHERE EFF_STATUS = 'A'
        AND EFFDT <= SYSDATE) xx
   WHERE xx.rnk = 1) B ON B.SETID = A.SETID_DEPT
AND B.DEPTID = A.DEPTID
LEFT JOIN
  (SELECT xx.setid,
          xx.jobcode,
          xx.descr,
          xx.effdt
   FROM
     (SELECT x.setid,
             x.JOBCODE,
             x.descr,
             x.effdt,
             ROW_NUMBER() over (partition BY x.setid, x.jobcode
                                ORDER BY x.setid, x.JOBCODE , x.effdt DESC) rnk
      FROM PS_JOBCODE_TBL x
      WHERE EFF_STATUS = 'A'
        AND EFFDT <= SYSDATE) xx
   WHERE xx.rnk = 1) C ON C.SETID = A.SETID_JOBCODE
AND C.JOBCODE = A.JOBCODE
LEFT JOIN
  (SELECT xx.POSITION_NBR,
          xx.descr,
          xx.effdt
   FROM
     (SELECT x.POSITION_NBR,
             x.descr,
             x.effdt,
             ROW_NUMBER() over (partition BY x.POSITION_NBR
                                ORDER BY x.POSITION_NBR, x.effdt DESC) rnk
      FROM PS_POSITION_DATA x
      WHERE EFF_STATUS = 'A'
        AND EFFDT <= SYSDATE) xx
   WHERE xx.rnk = 1) PD ON PD.POSITION_NBR = A.POSITION_NBR
LEFT JOIN
  (SELECT pc.COMPANY,
          pc.DESCR,
          pc.effdt
   FROM
     (SELECT x.COMPANY,
             x.descr,
             x.effdt,
             ROW_NUMBER() over (partition BY x.COMPANY
                                ORDER BY x.COMPANY, x.effdt DESC) rnk
      FROM PS_COMPANY_TBL x
      WHERE EFF_STATUS = 'A'
        AND EFFDT <= SYSDATE) pc
   WHERE pc.rnk = 1) PSC ON PSC.COMPANY = A.COMPANY
LEFT JOIN
  (SELECT l.LOCATION,
          l.setid,
          l.DESCR,
          l.effdt
   FROM
     (SELECT x.location,
             x.setid,
             x.descr,
             x.effdt,
             ROW_NUMBER() over (partition BY x.location, x.setid
                                ORDER BY x.location, x.setid, x.effdt DESC) rnk
      FROM PS_LOCATION_VW x
      WHERE EFF_STATUS = 'A'
        AND EFFDT <= SYSDATE) l
   WHERE l.rnk = 1) LOC ON LOC.LOCATION = A.LOCATION
AND LOC.SETID = A.SETID_LOCATION
INNER JOIN
  (SELECT xx.EMPLID,
          xx.EMPL_RCD,
          xx.EFFDT,
          xx.effseq
   FROM
     (SELECT x.EMPLID,
             x.EMPL_RCD,
             x.EFFDT,
             x.effseq,
             ROW_NUMBER() over (partition BY x.EMPLID
                                ORDER BY x.EMPLID, x.EFFDT DESC, x.EMPL_RCD ASC) rnk
      FROM PS_CURRENT_JOB x
      WHERE x.EFFDT <= SYSDATE) xx
   WHERE xx.rnk = 1) ONE_EMPLID ON ONE_EMPLID.EMPLID = A.EMPLID
AND ONE_EMPLID.EMPL_RCD = A.EMPL_RCD
AND ONE_EMPLID.effseq = A.EFFSEQ
AND ONE_EMPLID.EFFDT = A.EFFDT
LEFT JOIN
  (SELECT xx.EMPLID,
          xx.EMAIL_ADDR
   FROM
     (SELECT x.EMPLID,
             x.EMAIL_ADDR,
             ROW_NUMBER() over (partition BY x.EMPLID
                                ORDER BY x.EMPLID, x.PREF_EMAIL_FLAG DESC) rnk
      FROM PS_EMAIL_ADDRESSES x
      WHERE PREF_EMAIL_FLAG = 'Y') xx
   WHERE xx.rnk = 1) EA ON EA.EMPLID = A.EMPLID
LEFT JOIN
  (SELECT xx.EMPLID,
          xx.SUPERVISOR_ID,
          xx.REPORTS_TO,
          xx.EFFDT,
          xx.EMPL_RCD,
          xx.EFFSEQ
   FROM
     (SELECT x.EMPLID,
             x.SUPERVISOR_ID,
             x.REPORTS_TO,
             x.EFFDT,
             x.EMPL_RCD,
             x.EFFSEQ,
             ROW_NUMBER() over (partition BY x.EMPLID
                                ORDER BY x.EMPLID, x.EFFDT DESC) rnk
      FROM PS_JOB x
      WHERE x.EFFDT <= SYSDATE) xx
   WHERE xx.rnk = 1) PS_JOB ON PS_JOB.EMPLID = A.EMPLID
AND PS_JOB.EFFDT = A.EFFDT
AND PS_JOB.EMPL_RCD = A.EMPL_RCD
AND PS_JOB.EFFSEQ = A.EFFSEQ

General

General System Settings include company-specific information, such as branding elements and details for reporting.

• Company Name / Logo - Used for branding purposes and appears on exported reports. *Logo uses an image link that points to an image on a company's website or media page.

• Time Zone - Used for the scheduling of reports and time-related jobs.

• Domain - Used for accessing the Sentinel application.

• Allow only uppercase OPRID - Requires all new User IDs entered on Access Requests to be uppercase.

• Insights Dashboard - Used for configuring default environments on the Dashboard.

Configure Default Environments:

1. Navigate to Settings - System Settings.

2. Under the 'General' tab, scroll to the Insights Dashboard section.

3. Use the dropdown to select a default environment for each system. (HR, FS, CS)

4. Used for configuring default environments on the Dashboard.

5. Save changes.

   

Mail Settings

Mail Settings are used to configure the SMTP email server and set the sender's information for outgoing messages.

Data Source

Sentinel uses a standard query to retrieve job information to enhance user search capabilities, reporting analytics, and access request workflows.

If the job information does not appear to be correct, a custom query can be used.

License

The License is used to maintain the license key for Sentinel.