Business Services
- Stonebranch (Deactivated)
- Katie Murphy
Overview
The UDMG Business Services feature allows you to organize your data into groups of related information.
You can create Business Services that represent your organization and assign individual records of different record types to each Business Service. You can then sort and filter the lists of these record types based on the Business Service.
For example, you may want to place all records of different record types related to accounting in a Business Service named Accounting.
You also can take advantage of Business Services when you set up security by assigning permissions to user groups for access to the records that are members of the related Business Service.
Record Types for Business Services
You can assign any record of the following record types to one or more Business Services:
Server
Partner
Rule
PGP Key
Default Business Service
The default business service is Generic. It is assigned to any record type when no other Business Services are explicitly assigned or when the last Business Service assignment is removed.
Creating Business Services
You must be assigned the Write permission to perform this procedure.
Step 1 | From the UDMG Admin UI navigation pane, select Business Services. The Business Services list displays.
To the right of the list, Business Service Details for a new Business Service displays. |
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Step 2 | Enter/select Details for a new Business Service, using the field descriptions below as a guide.
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Step 3 | Click a Save icon. The Business Service is added to the database. |
Business Service Details
The following Business Service Details are for an existing Business Service. See the field descriptions below for a description of the fields that display in the Business Service Details.
Business Service Details Field Descriptions
The following table describes the fields, buttons, and tabs that display in the Business Service List and/or Details.
Field Name | Description |
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Details | The section contains detailed information about the Business Service. |
Name | Name used within the UDMG to identify the Business Service. It can contain a maximum of 1,000 alphanumerics. |
Version | System-supplied; version number of the current record, which is incremented by the UDMG every time a user updates a record. |
Description | Description of the record. It can contain a maximum of 1,000 characters. |
Updated By | Name of the user that last updated the record. |
Updated | Date and time that the record was last updated. |
Icons | The section identifies the icons displayed above and below the Task Details that let you perform various actions. |
Save | Saves the record in the database. |
New | Displays empty (except for default values) Details for creating a new record. |
Delete | Deletes the current record. You cannot delete a Business Service if it has been assigned to one or more records. |
Refresh | Refreshes any dynamic data displayed in the Details. |
Assigning Records to Business Services
You can assign records to Business Services from the Partner, Server, Rule, or PGP record entry.
Step 1 | Click on the appropriate service from UDMG Admin UI navigation pane (e.g., Local Server, Shared Accounts, Rules, Remote Partners). |
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| Step 3 | Click on the appropriate record from the list. |
Step 4 | Click the Business Services tab. |
Step 5 | Click Pencil (edit) icon to display an Edit Members pop-up that allows you to assign the record to existing Business Services.
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Step 6 | To assign a record to a Business Service, move the Business Service from the Available Items window to the Selected Items window:
To unassign the record from a Business Service, move the Business Service from the Selected Items window to the Available Items window:
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Step 7 | Click Save changes button. |
Business Service Membership Considerations for Create, Read, Update, Delete
When creating or updating a record, use the Business Services tab to select one or more Business Services for that record. This, in effect, assigns the record to that Business Service.
You cannot perform an operation (Read, Write, or Delete) on a record that is a member of a Business Service if you do not have permission defined for that record type that includes that operation and Business Service membership.
Create
When creating a record, the user must have Write permission that applies to the Business Service that the record is becoming a member of; otherwise, the operation is prohibited. If no Business Service is provided during the creation, then the default is Generic and the user must have Write permission for it.
Read
When reading/viewing a record (e.g., a list or record Details), the user only needs Read permission for one of the Business Services that the record is a member of.
Update
When updating a record, the user must have Write permission for both the original record and the updated record.
As long as an update does not change the Business Service memberships of a record, the user only needs Update permission for one of the Business Services that the record is a member of.
If the update is adding or removing Business Service membership, further security constraints apply:
For any added Business Service, the user must have Write permission for the modified record that applies explicitly for the Business Service being added.
For any removed Business Service, the user must have Write permission for the original record that applies explicitly for the Business Service being removed.
Delete
When deleting a record that is a member of one or more Business Services, the user must have Delete permission that applies for each Business Service the record is a member of; otherwise, the operation is prohibited.