Setting up GRC Calculations

Configure GRC Calculations so that calculations can be used in OpenPages®.

About this task

During the configuration process, complete the following tasks to prepare for implementing GRC Calculations in OpenPages.

Procedure

  1. Update the permissions for role templates for administrators who are configuring the calculations.
    1. Click Open Administration menu Administration menu > Users and Security > Role Templates > <role template> > Role Permissions.
    2. Select the SOX > Administration > Calculation permission.

      Administrators with this permission enabled can define calculations by using Open Administration menu Administration menu > Solution Configuration > Calculations. They can also access and run calculations from Calculations.

  2. Review the registry settings that apply to calculations. They are located in the Platform > Calculation registry settings folder.
    Especially review:
    • Enabled

      Calculations are enabled (true|false).

    • Always Recalculate on the Object Save

      Recalculate object fields on the save operation all the time (true|false). If false, object fields are recalculated only when the input fields are updated.

    The following registry settings control concurrent jobs and how asynchronous processing is handled: Async Enabled, Async Polling Period, Async Queue Builder Only, and Concurrent Calculation Jobs.

    The Enable Calculation Preview setting controls whether the projected result of a calculation is displayed in views while users are editing the fields that are used by the calculation. The default value is true. You might want to change the setting to false to troubleshoot a calculation, for example.

    Additionally, the Platform > Processes > Bulk run calculations > Transaction Timeout registry setting is used when an administrator runs a calculation. For more information, see Running a calculation as an administrator.

  3. Optional: Customize the content of email notifications that are sent when an administrator runs a calculation. You can use the default email template or customize the text to meet your requirements. For more information, see Customizing email notifications for GRC Calculations.
  4. Define, test, and implement calculations. For more information, see Defining a calculation.

What to do next

Complete the following postrequisites:

  • Review the Task Views. Review whether input fields and set fields are displayed in the Task Views so that you understand how users experience calculations and calculated values. For more information, see Defining a Task View.
  • Review the GRC Workflow feature in OpenPages. Review what workflows are setting field values. For more information, see Defining a workflow action that sets fields.