Unit 5 - Security and System Nanagement

5-1 Yantra Application Administration Yantra Company Confidential

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2002 Yantra Corporation. Proprietary & Confidential.
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Unit 5 - Security and System Nanagement
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Course Agenda
Unit 1 - !ntroduction
Unit 2 - !nfrastructure
Unit 3 - Presentation Framework
Unit + - The Participant Nodel
Unit 5 - Security and System Management
Unit 6 - Alert Nanagement
Unit 7 - Process Definition
Unit 8 - Product Nanagement
Unit 9 - !nventory Synchronization
Unit 10 - Distributed Order Nanagement
Unit 11 - Payment Processing
Unit 12 - Logistics Nanagement
Unit 13 - Reverse Logistics
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UnIt 5: TopIcs
Users
User Groups
Permissions
!nternationalization capabilities
Locales
Conversion Rates
System Nanagement
Purges
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UnIt 5: DbjectIves
Describe the interaction between users, user
groups, and permissions
Create locales
Create conversion rates for currencies and units of
measure
Describe when Yantra uses currency and unit of
measure conversion rates
After completing this unit, you should be able to:
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TopIcs
Users
User Groups
Permissions
!nternationalization capabilities
Locales
Conversion Rates
System Nanagement
Purges
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Users PermIssIons - DveraII Steps
1. Hub:
1. Creates an Enterprise user group and Enterprise super-user
2. Assigns permissions to Enterprise user group
2. Enterprise super-user:
1. Creates Enterprise queues, user groups, and users
2. Assigns permissions to Enterprise user groups
3. Hub:
1. Creates internal Hub queues, user groups, 8 users
2. Creates Seller, Buyer, and Carrier user groups and users
3. Assigns permissions to Seller, Buyer, and Carrier user groups
Hub
creates
ENT super
user
Hub
creates
internal
groups,
users
ENT
creates
groups,
users
Hub
creates
other org.
groups,
users
Note
Any user who has access can create users and user groups, but those users and groups can only be
associated to the organizations created by that user`s own organization.
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What Is a User!
Provides a login !D and password to
Console or Configurator
Each login !D must be unique
Each login !D can belong to multiple user
groups
Login !D used to.
Log all user activities in Console
Assign exceptions
Lach login ID has to be unique across all organizations.
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What Is a User Croup!
A grouping of users
All users in a group have a similar role
in the organization
Used to define access permissions for
users in that group
Console and Conigurator are each under user group permissions control.
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Create a User
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Create a User - PrImary Info
Lach login ID has to be unique across all organizations.
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Create a User - henu Croup
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Create a Croup - PrImary Info
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Create a Croup - PermIssIons
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Create a Croup - User SubscrIptIon
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TopIcs
System Nanagement
Purges
Users
User Groups
Permissions
!nternationalization capabilities
Locales
Conversion Rates
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LocaIes
Locale: Tokyo
Country: Japan
Language: Japanese
DateJTime: DDfNNfYYYY
HH:NN:SS
Time Zone: GNT+9:00
Currency: Yen
UOM: NeterfKilogram
Locale: London
Country: Great Britain
Language: English
DateJTime: DDfNNfYYYY
HH:NN:SS
Time Zone: GNT
Currency: Pound
UOM: !nchfPound
Locale: California
Country: United States
Language: English
DateJTime: NNfDDfYYYY
HH:NN:SS
Time Zone: GNT-8:00
Currency: Dollar
UOM: !nchfPound
Locale: Grenoble
Country: France
Language: French
DateJTime: DDfNNfYYYY
HH:NN:SS
Time Zone: GNT+1:00
Currency: Euro (Franc)
UOM: NeterfKilogram
Locale deines where, geographically, a user or organization ,enterprise, supplier, etc., is located.
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AssIgn LocaIes To.
All organizations in the participant model
!ncluding the Hub
All shipping and receiving nodes
All individual users
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Create a LocaIe
Use the Locale console to add and
configure appropriate locales.
1o create a locale
1. Select the Platorm Presentation Locales menu item. A list o existing locales appears.
2. Click Create New.
3. Lnter a locale code and description. Note: the locale code must match the Jaa character deinitions
or locale and language.
4. Select the appropriate settings rom the drop-down lists. Use the button next to each drop-down list
to create a new entry i needed.
5. Click Sae.
Note
Number formatting is done through the Jaa locale settings, which are system controlled. \hen
creating a locale in \antra, you must identiy a country and language that the locale represents as part o
the locale code ,e.g.. US or USA and LN or Lnglish, lR or lrance and lR or lrench,. 1hese two
acronyms, when concatenated, will point to a Jaa locale that contains the number ormatting.
1he date ormatting is controlled by the \antra locale settings.
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0ate and Number Formats
Quantity and currency formats determined
by application server Java settings
100.000 or 100,000?
Date and time formats determined by
Yantra configuration
Note
1he decimal and thousands separator used depends on the Jaa locale associated with the \antra
deined locale.
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Acceptable Year, month, date, hour (1-2+ or 0-23),
minute, second
Not Acceptable Era (BCfAD), millisecond, amfpm,
week in year, day in year, time zone, etc.
Notes About 0atelTIme Formats
An implementation may use any Java
locale as long as it is a Java defined locale
First 2 characters indicate the locale language
Date format restricted to 10 characters
Data accepted for dateftime:
Jaa locales are predeined presentation ormats. lor example, all Lnglish-speaking Jaa locales ,US,
UK, Australia, etc., are preixed with the 2 characters en`.
Data or date,time aailable in the Jaa locale that is not used within \antra:
Lra ,BC,AD,
millisecond
day in week ,1uesday,
day in year ,189 - 189
th
day in 2000,
day o week in month ,2 - 2
nd
\ed in July,
week in year ,2 - 2
th
week in 2000,
week in month ,2 - 2
nd
week in July,
am,pm
hour in am,pm ,1-12,
time zone
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CountrylLanguage Setup
Define countries and
languages in your Rule Set.
1he two letter country codes and language codes should match the Jaa deined country and language
codes to ensure matching o the dierent locale ormats.
1he aailable selections in the Country and Language drop-down lists are deined by the Countries and
Languages tabs in the Internationalization section o the appropriate rule set.
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0atelTIme Format Setup
Define date and time
formats in your rule sets.
\antra uses the locale`s Date lormat when just the date is presented and the Date,1ime lormat when
the date and time are presented together.
1he aailable selections in the Date lormat and Date 1ime lormat drop-down lists are deined by the
Date Iormats and Date 1ime Iormats tabs in the Internationalization section o the appropriate
rule set.
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Currency Setup
Define currencies in
your rule sets.
\ou also deine the selection o currencies in the Internationalization rule set. 1he currency selected in
the locale aects how payment inormation is presented to the user based on conigured exchange rates.
1o define a currency
1. Select the Platorm Business Process Business Rules menu item. Note that you can also use
the button next to the Currency drop-down list to deine a new currency.
2. \ithin the Rule Set associated to the appropriate enterprise, select Internationalization.
3. Click Details.
4. Go to the Currencies tab.
5. Click Create New.
6. Lnter the currency code and description.
. I a preix ,beore the digits, or postix ,ater the digits, symbol is required, enter it in the appropriate
ield.
8. I the currency is a Luro member, check the Luro Member` box and enter the date ater which the
member currency will no longer exist.
9. Click Sae.
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UnIt of heasure Setup
Define the three unit of measures in the
Unit of Neasures section of the rule set.
Deine the selection o unit o measures in the Catalog Unit o Measures rule set. 1his coniguration
also deines the options presented in the drop-down lists in the Portal Pack screen and the Platorm
Shipment Conirmation screen.
1o define a unit of measure
1. Select the Platorm Business Process Business Rules menu item. Note that you can also use
the button next to the Currency drop-down list to deine a new currency.
2. \ithin the Rule Set associated to the appropriate enterprise, select System Administration Unit o
Measures.
3. Click Details.
4. Naigate to the appropriate type o unit o measure - dimension, olume, or weight. ,Note: the
procedure to create new unit o measures is the same o all types.,
5. Click Create New.
6. Lnter the UOM Code and UOM Description. 1he UOM 1ype is not editable and is deined by the
tab on which you clicked Create New.
. Click Sae.
8. Close the UOM Details window.
Note
Inormation about UOM Conersion is coered later in this unit.
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Drder and TransactIon Currency
Each order has a `Currency' attribute
This attribute can be individual to each
order
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TransactIon Currency
Each order includes a Transaction
Currency. This is the currency in which the
Buyer placed the order.
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LocaIe and Home Currency
Home Currency
Defined by the locale associated with the
Enterprise
Single currency view for Enterprise users
regardless of transaction currencies
Locale: Grenoble
Country: France
Language: French
DateJTime: DDfNNfYYYY
HH:NN:SS
Time Zone: GNT+1:00
Currency: Euro (Franc)
UOM: NeterfKilogram
Enterprise in the
`Grenoble' locale uses a
home currency of the
Euro.
1he home currency may occasionally be reerred to as the enterprise currency.
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Currency ConversIon
Between transaction and home currency
Allows Buyer and Seller to see same order in
their own currency
Exchange rate stored as order level
attribute
Note
1he exchange rate is stored as part o the order when the order is irst created. 1he stored exchange rate
can be reassessed, based on luctuating currency markets, any time the price o an order changes, such as
when you cancel a line, add quantity, or add a charge.
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Currency Exchange Pates
Configure and maintain
Nanually in Business Rules Configuration
Automatically via AP! updates
Not reciprocal
Defining 1 GBP = 1.5 USD does not define the
rate to go from USD to GBP
valid for retrieval only for specified date
range
1he exchange rates are used to translate between currencies used by the participants as deined by each
locale.
Note
More inormation about the API or automatically updating the exchange rates used by \antra is
aailable in the JaaDocs.
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Create Exchange Pates
Define conversion rates in your
business rules. The currency must first
be defined as part of the Currencies.
Because conersion rates are maintained inside business rules, a dierent set o currencies and
conersions can apply to the lub and each Lnterprise.
1o define a currency conversion
1. Select the Platorm Business Process Business Rules menu item.
2. \ithin the Rule Set associated to the appropriate enterprise, select Internationalization.
3. Click Details.
4. Go to the Currency Conersions tab.
5. Click Create New.
6. Select the currency or which you are deining exchange rates and enter the dates or which these
exchange rates are alid.
. Click Create New.
8. Set the exchange rates to` and rom` the base currency. 1he selections o other currencies in the
drop-down list is deined by the currencies deined in the Currencies tab. \ou must set the to` and
rom` rates separately. ,Note: 1he Other Currency drop-down list will not show any currencies
deined as Luro member currencies. 1hese currencies cannot be directly exchanged.,
8. Click OK.
9. Click Sae in the Currency Conersion Details window.
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Euro ConversIon - TrIanguIatIon
Convert between non-member and
member currencies
Nust go through the Euro
Convert 100 US Dollars to Greek Drachmae
$100 = 11+.625 Euro
11+.625 x 3+0.750 = 39,058.+7 GRD
As o 2,13,2002, >1 ~ 1.14625 Luro. 1he exchange rate o the US dollar to the Luro is published with
all other exchange rates.
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CarrIerlShIp Node CurrencIes
Assumption: the Carrier and shipping
node on an order release always use the
same currency
Rating and uploads always done in the
shipping node currency
Shipping node currency
defined by shipping node
locale
1his assumption should not generally be an issue, since the Carrier will most likely hae at least a local
oice in the same country as the shipping node.
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UsIng SuppIIer Currency
!f Buyer is paying
actual freight.
Buyer sees order in
USD
Enterprise sees order
in GBP
Buyer invoiced in USD
Buyer in the
US
Seller in
France
Enterprise and Hub
in the UK
PO created in GBP
Call user exit to
get purchase price
Price on PO stored
in EUR
Seller enters freight
in EUR
Buyer invoiced for
freight in USD
1his conersion process applies only if the Buyer is paying the actual reight charges or the order. It
does not apply i any other organization is paying the actual reight charges.
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UDh ConversIon
Used in Carrierfshipping node transactions
Used for rating and uploads
UON conversion used nowhere else in Yantra
Use if Carrierfshipping node use different
UONs
Canadian supplier using FedEx
Kilogram
Neter
Pound
Foot
(if US Based)
I the shipping node and the Carrier use dierent units o measure, \antra needs a way to translate
between the two to obtain rating inormation and upload maniests.
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Create UDh ConversIon Pates
UON conversions are defined
as part of the business rules.
1o define unit of measure conversion rates
1. Select the Platorm Business Process Business Rules menu item.
2. \ithin the Rule Set associated to the appropriate enterprise, select Catalog Unit o Measures.
3. Click Details.
4. Go to the Dimension, Volume, or \eight tab that has the UOM or which you want to deine
conersion rates. ,Note: \ou cannot deine conersion rates or Quantity units o measure.,
5. Select the unit o measure or which you want to create a conersion rate and click Details.
6. In the UOM Details window, click Create New.
. Select the 1o unit o measure.
8. Lnter the conersion rate. 1his is the number you multiply the Conersion lrom by to obtain the
correct measurement or the Conersion 1o.
9. Click Sae in the UOM Conersion Details window.
10. Click Sae in the UOM Details window.
Note
1hese conersion rates aect only the transaction between Carriers and shipping nodes. Also note that
while \antra does support UOM conersion in this transaction, it does not support currency conersion
or the same transaction.
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'LocaIIzatIon Peady'
Architectural Changes
Directory structures for
LOCALE specific
Nessages
Screens
!cons
Help
Database - Application
Server - Browser
Communication
Character Set
Database Sizing
UTF-8
UnIcode
applIcatIon
8rowser
0atabase
UTF-8
U
T
F
-
8
U
T
F
-
8
J0C
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Dh - huItIIInguaI Item 0escrIptIon
Depending on locale, users may want to see the
item description in their language. To facilitate
this, a new storage mechanism for descriptions
in multiple languages is introduced.
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'LocaIIzatIon Peady'
Directory Structure
for multi-lingual
implementation
Literals, errors, help
held in locale specific
directory
Default to
implementation
preference
User's locale
preference drives
retrieval from
matching directory for
content
!f not found, use
implementation default
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LocaIIzatIon
Configurability
Adhere to system settings
Currency
Numbers
Times
Language
Enable interaction in native terms
Units of measure, codification
- Currency Codes
- UnIt of |easure
Language
All components of the EXTRAprise
Governed by LOCALE setting on user or corresponding entity
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LocaIIzatIon
Fiscal
Currencyfexchange
Currency Representation
Currency Exchange Rates
Transactional Currency (Customer)
Enterprise Currency
Euro Conversion
Taxation
NA 8 Europe
Global
Duty
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TopIcs
System Nanagement
Purges
Users
User Groups
Permissions
!nternationalization capabilities
Locales
Conversion Rates
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System hanagement ConsoIe
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System hanagement ConsoIe
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VIew Purge PuIes
Select Purge Criteria rules from
the appropriate rule set.
Rollback Segment - Deines the rollback segment that should be explicitly used or this purge
transaction. 1his is useul when there is a large data set to be purged. 1his is optional, and typically used
or order related purges.
Write to Log? - Purged data is written to a log i this is turned on. 1his could be backed up and used as
a journal at a later date.
Iile Names - Log iles: one or data and one or errors.
Lead Days - Number o days o data to be retained in the actie data tables going back rom the time
the purge program runs.
Commit Count - Number o transactions processed in a commitment boundary. 1his can be altered,
based on the installation size, to improe perormance.
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Purges
Process by which old data is removed
from the database
Set qualifications around each type of
data removal
Not a database backupfrestore function
BackupfRestore must be administered
outside Yantra by the DBA
Yantra
database
\antra purges data ia background programs. 1he requency with which you run these background
programs depends on your business needs and database size.
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Purge Codes
Purge codes are set up as part of the
system defaults
Cannot be deleted
Can choose not to run a purge, but not
recommended
Cannot add new codes
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SIgnIfIcance of Purges
Database performance
Ninimize number of unused records to
increase search efficiency
Database size
Reduce the size of required physical disk
Yantra
database
Yantra
db
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Records deleted
from Yantra
database
0ata vs. HIstory TabIes
Active
Data
tables
History
tables
Some purges move records from the active
data tables to history tables; other purges
directly delete the old records.
OR
All order, shipment, and address related purges irst moe records to a history table beore deleting.
Data in the history tables is still aailable or queries, and order related data can be restored to the actie
data tables ia an API call. Run a separate set o purges to delete old, unneeded records rom the
history tables.
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0ata Purges
One background program is run for each
purge code
Can be run in test" mode
Finds records that are to be purged, but
doesn't execute the purge
Use the logs to verify that records are correct
Can be run in real-time" mode
Finds records and executes the purge
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UnIt 5: PevIew
At which level are permissions assigned?
Can a User be in one or in many groups?
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