SSFUEU_9.2.0 - Documentation Index

Table of Contents

• Welcome
• Release notes
• OpenPages offerings
  • OpenPages as a Service on AWS Marketplace
• New Features
  • New features in version 9.2.1
  • New features in version 9.2.0
  • New features in version 9.1.3
  • New features in version 9.1.2
  • New features in version 9.1.1
  • New features in version 9.1.0
  • New features in version 9.0.0.5
  • New features in version 9.0.0.4
  • New features in version 9.0.0.3
  • New features in version 9.0.0.2
  • New features in version 9.0.0.1
  • New features in version 9.0.0
    • UI enhancements in 9.0.0
    • Workflow enhancements in 9.0.0
    • Tagging enhancement in 9.0.0
    • Questionnaire enhancements in 9.0.0
    • Custom machine learning model integration in 9.0.0
    • Filtering enhancements in 9.0.0
    • Solutions enhancements in 9.0.0
    • Administration and serviceability enhancements
    • API enhancements in 9.0.0
    • New Developer Guide in 9.0.0
    • Supported software in 9.0.0
  • New features in version 8.3.0.2
    • Custom workflow stage notifications
    • IBM OpenPages Risk Management for ESG
    • Enhancements to AI model integration
    • Enhancements to RCM
  • New features in version 8.3.0.1
    • Integration of AI models
    • Enhancements to RCM in 8.3.0.1
    • Enhancements to TPRM in 8.3.0.1
    • Questionnaires
    • Tags
    • Trend charts based on the change history of field values
  • New features in version 8.3.0
    • Platform enhancements in 8.3.0
    • Solutions enhancements in 8.3.0
      • Business Continuity Management enhancements in 8.3.0
      • Data Privacy Management enhancements in 8.3.0
      • IT Governance enhancements in 8.3.0
      • Model Risk Governance enhancements in 8.3.0
      • Operational Risk Management enhancements in 8.3.0
      • Policy Management enhancements in 8.3.0
      • Regulatory Compliance Management enhancements in 8.3.0
      • Third Party Risk Management enhancements in 8.3.0
    • Supported software in 8.3
  • Notices
• Administrator's Guide
  • IBM OpenPages
    • How IBM OpenPages can help
    • Installation locations
    • Special characters in passwords
    • Variables and placeholders
  • System Admin Mode (SAM)
    • Enabling and disabling System Admin Mode
  • System Maintenance Mode (SMM)
  • Users, groups, and domains
    • The OPAdministrators group
    • Planning user administration
    • The Super Administrator
      • Creating a Super Administrator
    • Delegate administrator permissions
      • Types of administrator permissions
        • Administrator permissions for user-provisioning functions
      • Assigning, modifying, and removing administrator permissions on groups
    • LDAP and user provisioning
      • Importing an LDAP certificate to the local truststore
      • Configuring LDAP access for user provisioning
    • Provisioning users
      • Creating user accounts
      • Modifying user accounts
      • Copying access from one user to another
    • Creating an organizational group
    • Associating and disassociating a group
    • Defining application permissions
    • Setting group application permissions
    • Types of application permissions
    • Application permissions not contained under the SOX heading
    • Configure password requirements
      • Configuring password policies
    • Updating the password encryption algorithm
      • Verifying the current encryption algorithm
      • Verifying the environment
      • Configuring the security provider in the java.security file
      • Preparing passwords in properties files for reencryption
      • UPEA tool syntax and parameters
        • Changing the AES encryption key
        • Changing the password encryption algorithm to PBKDF2 encryption
  • Security
    • Planning your security model
    • Role-based security model
      • Security context points
      • Extending security context points
        • Reporting framework and multiple security context points
      • Security domains
      • Moving business entities
      • Copying business entities
      • Role-based access control permissions
        • Access control permissions for role-based security
        • Scenarios: Using access control settings
    • Role templates
      • Accessing Role Templates
      • Adding a role template
      • Modifying a role template
      • Enabling and disabling a role template
      • Deleting a role template
      • Assigning and revoking roles
      • Assigning and removing a role from a user or group
      • Viewing roles assigned to users or groups
    • Security rules
      • Record level security
        • RESTRICT rules
          • Combining RESTRICT rules
          • Scenario: Objects that are shared across GRC domains
        • EXTEND rules
          • Combining RESTRICT and EXTEND rules
          • How combined security rules are evaluated
          • Scenario: Access for business administrators
          • Scenario: Access to Issue Action Items
          • Scenario: All users can view objects and some users can update objects
        • Defining record level security rules
        • Minimum access controls for object operations
      • Field level security
        • Redacted fields
        • Defining field level security rules
        • Scenario: Security by job function
      • Paths for parent and child objects
      • Terms for data types
      • Grammar for security rules
      • Enabling or disabling a security rule
      • Validating a formula for a security rule
      • Deleting a security rule
      • Best practices for security rules
    • Encryption
      • Create a keystore
        • Create the encryption keystore file and key pair
        • Setting up the encryption keystore
      • Configure a custom encryption key for passwords in properties files
        • The keystore.properties file
        • Updating property files on application servers
        • Updating property files on reporting servers
        • Updating property files on the search server
      • Configure field level encryption
        • Enabling the encryption keystore
        • Disabling the encryption keystore
      • Updating the encryption keystore
      • Server variables for encryption
    • LDAP user authentication
      • Configuring the LDAP Authentication Module
        • Adding existing users to the LDAP server
        • Modifying the LDAP configuration file
      • Setting up mixed-mode authentication
      • Configuring a multi-forested LDAP authentication
    • Native OAuth 2.0 authentication
      • Setting up native OAuth 2.0 authentication
      • Configuring an OAuth 2.0 client
      • Calling the OpenPages REST API by using OAuth 2.0 authentication
      • Running CLI commands by using OAuth 2.0 authentication
      • Enabling and disabling OAuth 2.0 clients
  • Managing the reporting schema
    • Changes that require the reporting schema to be updated or re-created
    • Populating past reporting periods
    • Reporting schema permissions
    • Creating or re-creating the reporting schema
    • Updating the reporting schema
    • Generating the reporting schema and framework from a command line
  • Managing reports
    • Platform reports
    • Running reports from a dashboard
    • Adding reports to OpenPages
    • Publishing reports to a locale other than US English
    • Method 1: Manually add and edit pages to create and modify reports
      • Understanding reports
      • Locating report files
      • Accessing report pages and page templates
      • Manually creating an instance of a report
        • Identifying the page template
        • Creating a report page
          • Creating parameters for Cognos reports
        • Modifying a report page
        • Deleting a report
      • Manually creating an instance of a Cognos dashboard or story
        • Identifying the dashboard or story page template
        • Creating a dashboard or story page
        • Modifying a dashboard or story template
        • Deleting a dashboard or story
    • Method 2: Automatically publishing Cognos reports
      • Report publishing limitations
      • Publishing a report
      • Modifying the displayed report name or description
    • Creating an interactive JSP report
    • Running an interactive JSP report
    • Restricting access to reports
      • Setting permissions on JSPs and reports
      • Securing access to the report portal
        • Assigning Reporting administrative rights to a group
        • Granting access to administrative functions in Cognos
        • Restricting access to reports in the Team content folder
        • Restricting users to only running reports
  • System file management
    • Managing system files and folders
    • System file modification
      • Adding and modifying system files
      • Refreshing trigger configurations
  • Fields and field groups
    • Definition of a field
    • Definition of a field group
    • Requirements for new fields
    • Field naming guidelines
    • Data types
    • Read-only fields
    • Colors for field value ranges
    • Supported color palettes for field values
    • Defining field groups
    • Adding existing field groups to object types
    • Defining fields and adding them to field groups
      • Making fields required or optional
      • Encrypting field values
      • Decrypting field values
      • Setting a default value for an object field
    • Defining Boolean fields
    • Defining business entity selector fields
    • Defining a classifier field
    • Defining currency fields
      • Modifying currency exchange rates
        • Formatting a CSV file
        • Editing, enabling, disabling, and uploading currency exchange rates
    • Defining a date field
    • Defining decimal fields
    • Defining enumerated string fields
    • Defining integer fields
    • Defining long string fields
    • Defining simple string fields
    • Defining user/group fields
      • Changing the display type for users and groups
    • Configuring reporting fragment fields
      • Overall configuration for reporting fragment fields
      • Planning considerations for reporting fragment fields
      • Defining a reporting fragment field
      • Obtaining information from Cognos
        • Obtaining the report path
        • Obtaining the reporting fragment name
        • Obtaining the object ID prompt
        • Obtaining the reporting period ID prompt
    • Creating computed fields
      • Modeling a new computed field
      • Defining a computed field
      • Using computed fields with multiple namespaces
      • Nesting computed fields
      • Troubleshooting: Computed fields validation
      • Troubleshooting: Computed field equation length limitation
      • Troubleshooting: Computed fields with cross products
      • Troubleshooting: Optimizing report request performance
      • Troubleshooting: Computed field query direction performance
    • Using object fields to launch JavaServer Pages and external URLs
      • Attributes in the URL configuration string
      • URL configuration string examples
      • Configuring application text
      • Adding a URL launcher field
      • Adding a URL launcher field to profiles and views
    • Deleting fields (from field groups)
    • Determining where fields are referenced
    • Running the Schema Analysis report
  • Object types
    • Platform object types
    • Solution schema visualizations
      • Using the solution schema visualization editor
      • Creating a solution schema visualization
    • Accessing object types
    • Working with object types
    • Editing object type properties
    • Disabling associations between object types
    • Enabling associations between object types
    • Adding, deleting, or disabling relationships
    • Configuring OpenPages to associate a large number of child objects
    • Limiting parent and child relationships
    • Configuring file types for file attachments
      • Adding a file type
      • Enabling and disabling file types
      • Enabling and disabling global search for file types
    • Configuring filters for an object type
      • Filter considerations
      • Limitations on special characters in long string fields
      • Adding filters to object types
        • Using advanced logic in a search filter
    • Configuring dependent fields
      • Adding and working with dependent fields
    • Configuration settings for creating new objects
      • Controlling the availability of object types with the New button on Grid Views
    • Configuring dependent picklists
      • Adding and working with dependent picklists
    • Object names (IDs) and titles
    • Populating the Title component of objects
      • Running the script in IBM OpenPages
      • Running the script in IBM OpenPages for IBM Cloud Pak for Data
    • Excluding fields from a subsystem
      • Selecting the fields to exclude
      • Changing the subsystem for an excluded field
      • Removing excluded fields
  • Profiles
    • Guidelines for working with profiles
    • Accessing profiles
    • Creating a profile
    • Setting default and fallback profiles
    • Editing a profile
    • Deleting a profile
    • Enabling a profile
    • Disabling a profile
    • Associating profiles to a user
    • Associating users to a profile
    • Associating groups to a profile
    • Disassociating users from a profile
    • Disassociating groups from a profile
    • Including object types in a profile
    • Removing object types from a profile
    • Adding reports to a profile
    • Including fields in an object type
    • Excluding fields from an object type
    • Setting a field in a profile to required or optional
  • Configuring the UI
    • Setting up the UI
    • Dashboards
      • Defining a dashboard for a profile
      • Adding a Search panel
    • Customizing the Primary menu
      • Changing the order of menu items
      • Adding object types to a submenu
      • Creating a new top-level menu item
    • Creating tags
    • Integrating WalkMe
    • Exporting and importing dashboards
    • Themes
      • Defining custom themes
  • Views
    • Controlling which views are displayed to users
    • Creating custom views
      • Views from System views
      • Task Views
      • Grid Views
      • Creation Views
      • Admin Views
      • Report Views
    • Defining and publishing views
    • Designing views
      • Adding a section
      • Defining a Task View header
      • Applying alternate field labels
      • Applying light formatting to guidance
        • Adding user guidance
      • Defining elements for Grid Views
      • Adding layout elements
        • Arranging fields in columns
        • Adding inline guidance
        • Organizing relationship fields in tab groups
        • Adding a table layout
      • Configuring relationship fields
        • Adding a card layout
        • Adding a chart diagram
        • Adding a count
        • Adding a grid layout
        • Adding a tree diagram
      • Adding actions to relationship fields
        • Adding an Add action
        • Adding a Set Primary Parent action
        • Adding a New/Update action
        • Adding a Copy Recursive action
        • Adding a Delete action
        • Adding a Get Watson Suggestion action
        • Adding a natural language classifier field
        • Defining dynamic filters on actions in relationship fields
        • Creating a shared relationship filter
      • Adding dynamic elements
        • Adding a calculation
        • Adding a referenced content field
        • Adding a trend chart
        • Adding machine learning models to buttons
      • Configuring object fields
        • Displaying a URL launcher field as a button or link
        • Displaying a number field as a progress bar
        • Adding a classifier field that makes taxonomy suggestions
        • Configuring fields to be required or read-only in a view
        • Configuring how text fields are displayed
        • Configuring user and group fields
      • Configuring workflow fields
      • Configuring rules
  • Configuring object commenting
  • Configuring GRC Calculations
    • Setting up GRC Calculations
    • Calculation fundamentals
    • GRC Calculations FAQs
    • Designing a calculation
    • Common calculation use cases
    • Managing calculation definitions
    • Defining a calculation
    • Expressions in GRC Calculations
      • Syntax rules for expressions
      • Tutorial: writing expressions
      • Working with lists
      • Object fields
      • System variables
      • Functions for string values
      • Functions for lists and numerical values
      • Functions for dates
      • Functions for currency values
      • If/then/else/endif statements
    • Running a calculation as an administrator
    • Testing and debugging a calculation
    • Customizing email notifications for GRC Calculations
  • Configuring Workflows
    • Setting up GRC Workflow
    • GRC Workflow fundamentals
      • Workflow definitions and workflow instances
      • How workflows are started
      • Types of users who interact with workflows
      • How users interact with workflows
      • System workflow fields
      • Using variables, functions, and fields
      • Operators for workflow actions
      • Interpreting and viewing due dates
    • Designing a workflow
    • Using the GRC Workflow Designer
      • Workflow list
      • GRC Workflow Designer components
      • Using the keyboard in the GRC Workflow Designer
    • Defining a workflow
      • Defining workflow properties
    • Workflow stages
      • Defining a start stage
      • Defining a standard stage
      • Defining an end stage
        • Deleting objects on an end stage
      • Deleting stages
    • Workflow actions
      • Defining a workflow action
      • Defining conditions
      • Defining a workflow action that creates objects
        • Creating associations when an action creates an object
      • Defining a workflow action that deletes objects
      • Defining a workflow action that runs a custom action
      • Defining a workflow action that locks or unlocks objects
      • Defining a workflow action that sets fields
      • Defining a workflow action that starts a workflow
      • Defining a workflow action that runs a calculation
      • Defining a workflow action that associates objects with the current object
      • Defining a workflow action that populates answers in a questionnaire assessment
      • Defining a workflow action that deletes all object comments
      • Defining a workflow action that runs an AI model
      • Deleting actions
    • Processing order of operations, validations, calculations, and triggers
    • Customizing email notification templates in workflows
    • Creating objects based on scores in a questionnaire assessment
    • Running an action based on answers in a questionnaire assessment
    • Starting workflow instances in bulk
    • Managing workflow instances
    • Exporting and importing workflow definitions
    • Customizing email notifications for GRC Workflow
    • Reporting on information in workflow instances
  • Scheduler
    • Managing jobs
    • Defining a custom job
    • Defining a job that runs a JSP report
    • Implementing a Java class for custom jobs
  • Localizing text
    • Adding locales
    • Removing locales
    • Enabling and disabling locales
    • Setting a default locale
    • Configuring client systems to display Asian characters
    • Language and locale support
    • Localizing object text
      • Modifying object text
    • Localizing system fields
    • Localizing application text
      • Modifying application text
      • Modifying the bucket heading format of the phonebook
      • Modifying how the names of users are displayed
      • Modifying the Welcome message on the dashboard
    • Defining messages and behavior on the login screens
    • The Custom folder
      • Adding new keys
  • Reporting periods, object resets, and rulesets
    • Reporting period interactions
    • Using System Admin Mode with reporting periods
    • Reporting period permissions and settings
    • Creating a finalized a reporting period
    • Disabling finalized reporting periods
    • Deleting a reporting period
    • Object resets
    • Creating a ruleset
      • Sample ruleset
      • Ruleset tag library
    • Loading the ruleset
    • Performing the object reset
      • Starting the object reset
        • Viewing reset session detail information
        • Viewing reset session log information
    • Refreshing the reporting database after the reset
    • Exporting rulesets to an XML file
  • Viewing the Configuration and Settings page
    • Managing settings
    • Paths for settings in data loader files
    • Applications folder settings
      • Configure the browser cache
      • Displaying the accessibility link
      • Defining the Privacy and Acceptable Use menu items
      • Display or hide field guidance
      • Display or hide system generated field guidance
      • Disable the New capability from various launch points
      • Modify the deletion interval for a reporting period
      • Show hidden settings
      • Specify the browsers that can access IBM OpenPages
      • User provisioning settings
        • Copy Access From Inactive
        • Copy User Info Attributes
        • Copy User Info Choice
        • Default Allowed Profiles
        • Default User Change Password
        • Default User Password Expiration
        • New User Default Locale
        • Reports Access Page Size
        • Users Can Copy Access From
      • Actor selectors: Configure the bucket size of the phonebook
      • Menus: Modify the order of menus
      • Menus: Modify submenus
      • Object auto-naming settings
      • Configure the format of object names
      • SOXDocument object auto-naming settings for duplicate file names
      • Environment migration settings
      • Log collector settings
      • Report fragment settings
      • Configuring your mail server
      • Date field display format
      • Configuring large files for upload
      • Enabling and configuring the opening of Microsoft Office files
      • Signature and lock settings
        • Configure signatures
        • Configure signature locks
        • Configure the signature status field
        • Configure cascading signatures
        • Lock and unlock objects
        • Configure the Lock and Unlock application permissions
        • Configure the lock icons for object types
        • Lock child objects when a parent is locked
        • Configure the registry to enable associations of child objects with locked parents
      • Object Reset settings
        • Changing the logging level
        • Continuing on error
        • Obeying ACL restrictions
        • Obeying locking restrictions
      • View settings
        • Maximum number of objects to export to Microsoft Excel from Grid Views
        • Hiding the Export button in Grid Views for profiles
        • Hiding the Export button in Grid Views for object types
        • Exclude object types from export
        • Disable Bulk Update link
        • Exclude object types from bulk updates
        • Hide the Bulk Update feature for user profiles
        • Number of levels of object types to export
        • Maximum concurrent export requests
        • Open quick view on row click settings
      • Bulk move and rename setting
      • Enable and disable move button in Grid views setting
      • Configure HTTP request logging for IBM Watson Language Translator
      • Append username with displayname
      • API allowlist setting
      • Control primary action buttons in workflow confirmation modals
    • Custom settings
      • Creating a custom setting
      • Deleting a custom setting
      • Copying settings and folders
    • Common folder settings
      • Maximum rows in exchange rate upload file
      • Maximum page size
      • Set the system security model
      • Disable access control on Role groups
      • Configure self-contained object types
      • Include child object types when deleting business entities
    • Platform folder settings
      • Enable custom REST service
      • Set the sign of an integer returned by dates function
      • Set the date format for parsing strings
      • Set the default pageSize for API queries
      • Set localization options
      • Enable and configure rate limiting
      • Enable or disable filtering on fields with FLS rules
      • Configure primary associations
      • Configure the host setting
      • Cognos URL settings
      • Cross-context sharing
      • Platform Reporting Framework folder settings
      • Reporting Schema folder settings
        • Add indexes for fields in the reporting schema
          • Example 1: Adding an index on name and reporting period
          • Example 2: Adding an index on a custom field
          • Example 3: Adding an index for quick filters and custom simple strings
        • Re-create indexes for a reporting schema when it is updated
        • Add default indexes on RT Join Tables for fields in the reporting schema
        • Add custom indexes on RPS RT Join Tables for fields in the reporting schema
        • Re-create indexes for a reporting schema on RT Join Tables when it is updated
      • Security settings
        • Configure anti-virus scanning for imported files
        • Configure the display of HTML in workflow email notifications
        • Redirect the security logoff link
        • Configure security for user logon
        • Configure allowed hostnames
        • Security cross-site scripting filter settings
        • Configure the security safe tags setting
        • Configure the HTTP response headers
          • Content-Security-Policy (CSP) registry settings
        • Configure allowed character combinations
        • Configure audit event settings
        • Enable users to get error message details for troubleshooting
        • Configure the SSO session timeout
      • System maintenance settings
    • User Preferences folder settings
      • Set alert notification behavior
      • Time zone conversion for non‑system date fields
  • Optimizing global search
    • Setting up global search
    • Customizing global search
    • Configuring global search
      • Global search settings
      • The global search properties file
    • Global search FAQs
  • Using IBM OpenPages utilities with Db2 databases
    • Db2 and the OpenPages backup and restore utilities
    • Configuring backup job notification
    • Asynchronous background jobs and administrative functions
      • Enabling and disabling asynchronous background processes checking
    • The OPBackup utility (Db2)
      • Backing up custom files
      • Enabling and disabling storage backup
      • Configuring OPBackup to use GZIP
      • Running the OPBackup command (Db2)
    • The OPRestore utility (Db2)
      • Running the OPRestore command
    • Using the Cognos Backup utility (Db2)
      • The OpenPages file storage directory
      • Running the OPCCBackup command (Db2)
      • Cognos backed-up content
      • Configuring OPCCBackup to use GZIP
    • Using the Cognos Restore utility
      • Running the OPCCRestore command
    • Database backup and restore for Db2
    • Restoring backed up production data in a new Db2 environment
    • Refreshing a test environment from backup files (Db2)
      • Backup of production databases in OpenPages on the Db2 server
      • Backing up and copying OpenPages application production files for a Db2 database
      • Backup of OpenPages databases on the test server
      • Backing up OpenPages application files on your test server
      • Running the OPCCBackup command
      • Drop the Db2 database for the application on the test system
      • Copy and restore the production Db2 database backup file to the test Db2 database server
      • Update the OpenPages storage location in the Db2 database
      • Back up the Cognos database on the Db2 production and test servers
      • Back up Cognos configuration files on the Db2 production and test servers
      • Modify SSO and LDAP configuration in the test environment
      • Copy and restore the Cognos production database backup file to the test database server
      • Drop the Db2 database for Cognos on the Test Server
      • Copy custom deliverables to the test environment
      • Copy custom triggers
      • Copy other custom deliverables to the test environment
      • Starting OpenPages in the test environment
      • Updating the OPSystem password
      • Update database connection references for Cognos
      • Update Cognos settings and URL host pointers for Cognos reports
      • Update the global search settings
    • Utilities for filtering on long string field content in a Db2 database
      • Enabling Db2 Text Search
      • Creating a long string index
      • Changing the index synchronizing job
      • Dropping a long string index
    • Entity Move/Rename utility
      • Entity Move/Rename utility prerequisites
      • Configuring the Entity Move/Rename utility for a Db2 database
      • Prepare the input file for the Entity Move/Rename utility
      • Running the Entity Move/Rename utility interactively for a Db2 database
      • Running the Entity Move/Rename utility as a scheduled task
      • Impact of the Entity Move/Rename utility on the OpenPages application
  • Using IBM OpenPages utilities with Oracle databases
    • Oracle databases and the backup and restore utilities
      • Prerequisite: Oracle client software
      • Oracle Data Pump
    • Configuring backup job notification
    • Asynchronous background jobs and administrative functions
    • Enabling and disabling asynchronous background processes checking
    • Encrypting database passwords in the backup-restore utility environment files
    • The OPBackup utility (Oracle)
      • Modifying the backup-restore environment file
        • Scenario 1: The root installation path of the OpenPages storage location changed after installation
        • Scenario 2: The OPBackup utility is running on a non-administrative server
      • Backing up custom files
      • Running the OPBackup command (Oracle)
      • Backing up the OpenPages database (Oracle)
      • Running a live backup (Oracle)
      • OpenPages backed-up content
      • Configuring OPBackup to use GZIP
      • Enabling and disabling storage backup
    • The OpenPages restore utility on the Oracle database
      • Running the OPRestore command
      • OPRestore log files
    • Using the Cognos backup utility
      • Oracle Data Pump configuration on a first time use
      • The OpenPages file storage directory
      • Configuring or updating the Oracle Data Pump directory
      • Running the OPCCBackup command
      • Cognos backed-up content
      • Configuring OPCCBackup to use GZIP
    • Using the Cognos restore utility
      • Running the OPCCRestore command
    • Using Oracle online database backup (RMAN) for point-in-time recovery
      • Oracle online database backups
      • Running Oracle online database backups (RMAN)
        • Plan the size of the Oracle backup area
        • Copying the online Oracle backup scripts to a local directory
        • Modifying the environment variables in the Oracle RMAN-ENV script
        • Configure the Oracle database for online backup
        • Run the Oracle rman-daily script
        • Review Oracle log files
      • Monitoring the size of the Oracle backup area
      • Adjusting the size of the Oracle backup area
        • Reclaiming used space by running the Oracle rman-daily script
        • Adjusting space by running the Oracle UPDATE-FRA-SIZE script
      • Disabling online backup of the Oracle database instance
      • Performing Oracle online database crash recoveries
    • Refreshing a test environment from backup files
      • Backing up and copying the OpenPages application production files for an Oracle database
      • Backing up the OpenPages application test files on your Oracle test data
      • Deleting data on the test database system
      • Copy the production database dump (.dmp) file to the test database server
      • Import the production data into the test environment
      • Update the OpenPages storage location in the Oracle database
      • Update the global search settings
      • Update Cognos data in the test environment
        • Backup Cognos production Oracle data and files
        • Backing up the Cognos Oracle test data and files
        • Restoring the Cognos data and files to the Oracle test environment
        • Change password references for Oracle data sources
        • Updating Oracle database connection references for reports
      • Modify SSO and LDAP Configuration in the test environment
      • Copy custom triggers
      • Copy other custom deliverables to the test environment
      • Starting OpenPages in the test environment
      • Updating the OPSystem password
      • Update Cognos settings and URL host pointers for Cognos reports
    • Utilities for filtering on long string field content in an Oracle database
      • Create a long string index for an Oracle database
      • Enabling Oracle Text
      • Create a schedule job to synchronize a long string index
      • Drop a long string index
      • Modifying the list of stop words
    • String concatenation utility
      • Running string concatenation
      • The string concatenation SQL file
    • Entity Move/Rename utility
      • Entity Move/Rename utility prerequisites
      • Configuring the Entity Move/Rename utility for an Oracle database
      • Prepare the input file for the Entity Move/Rename utility
        • Avoid error 0509-036 when you use the 32-bit Oracle SQL*Loader
      • Running the entity move/rename utility interactively
      • Running the Entity Move/Rename utility as a scheduled task
      • Impact of the Entity Move/Rename utility on the OpenPages application
  • System Maintenance
    • Application server restrictions
    • Port assignments
    • Change default port numbers
      • Checking port number availability
      • Changing application port numbers
        • Updating the port numbers in WebSphere
        • Updating the Java Messaging ports on the OpenPages server
        • Updating the application port values in the server and tools-client properties files
        • Updating port values in the aurora.properties file
      • Updating port values in the database
      • Updating port values on the reporting server
      • Updating URL host pointers for reports
    • Auditing configuration changes
      • Accessing the Configuration Audit report
      • The Configuration Audit report
    • Changing the password of the WebSphere Liberty keystore
    • Changing the keystore that is used by WebSphere Liberty
    • Changing the keystore that is used by Db2
    • Changing the OPSystem password
    • Changing database password references
      • Change database password references on the OpenPages application server
        • Modifying the JDBC data source password
        • Updating the application server database password in properties files
      • Modifying the OpenPages database password in Cognos
      • Modifying database passwords in the backup-restore environment files
      • Updating the Oracle Enterprise Manager tool
        • Resolving configuration changes in the Oracle EM tool
    • Changing database name references
      • Testing the connection to the OpenPages database from the Oracle database client
      • Modifying the data source connection URL
      • Modify database references in the application configuration files
        • Modify the database reference in properties files
        • Modify database references in the OpenPages backup and restore environment file (Oracle only)
      • Modify database connection references for the reporting server
        • Modifying database connection references in Cognos
        • Modifying database reference in the Cognos backup and restore environment file (Oracle only)
        • Modifying database connection references in Cognos Configuration
    • Storing passwords in a vault
    • TLS for OpenPages environments
      • Accessing the OpenPages application using TLS
      • Verifying TLS ports on application servers
      • Generating a Certificate Signing Request file
      • Importing signed CA certificates
      • Importing the CA certificate for the Java Runtime Environment of IBM Cognos Analytics
      • Installing CA certificates for all client browsers
      • Updating properties files so web browsers use the HTTPS protocol and TLS ports
      • Enabling secure session cookies on WebSphere Liberty
      • TLS configuration for Microsoft Internet Information Services
        • Generating a key pair and request using Microsoft Internet Information Services
        • Submitting a Certificate Signing Request for your web server
        • Importing the root certificate into Microsoft Internet Information Services
        • Adding the TLS binding for Microsoft Internet Information Services
      • TLS configuration for Apache Web Server
        • Generating a key pair and request using Cognos
        • Submitting a Certificate Signing Request for your web server
        • Importing the root certificate into Apache web server
        • Importing the server certificate into Apache web server
      • TLS configuration on a Linux load balancer server
        • Generating a keystore and key pair using the iKeyman tool
        • Generating a certificate signing request file using the iKeyman tool
        • Submitting a Certificate Signing Request to a Certificate Authority running IBM HTTP
        • Importing the Root and Signed Server Certificates using the iKeyman tool
        • Editing the Apache configuration file on IBM HTTP server
      • TLS configuration for CommandCenter for an Apache load balancer server (Windows)
        • Generating a key pair and request with an Apache load balancer server
        • Submitting a CSR to a Certificate Authority for an Apache load balancer server
        • Importing the root certificates for an Apache load balancer server
        • Editing the Apache configuration file on Apache load balancer server
      • TLS configuration for Cognos for IBM HTTP Server
        • Generating a keystore and key pair using the iKeyman tool
        • Generating a certificate signing request file using the iKeyman tool
        • Submitting a CSR to a Certificate Authority
        • Downloading and importing the root and signed server certificates using the iKeyman tool
        • Updating the Apache configuration file on IBM HTTP server
      • Configuring Cognos to connect to OpenPages by using TLS
      • Setting up a secure connection for Cognos
      • TLS configuration for Db2
        • Setting up SSL on the database server
        • Configuring application and reporting servers to use a secure connection to the database (Db2)
      • Modifying the LDAP configuration file for LDAP over TLS
      • Renewing TLS certificates for OpenPages
        • Renewing TLS certificates for Cognos environments on an IIS Web Server
        • Renewing TLS certificates for Cognos environments on an Apache Web Server
        • Renewing TLS certificates on application servers
      • Setting up a secure connection for the global search service
      • Enabling a secure connection between the search server and the database server
      • Disabling the TLS database connection between the search server and the database server
    • Db2 native encryption
    • Oracle Transparent Data Encryption (TDE)
      • Prerequisites and process overview
      • Encrypting OpenPages and Cognos table spaces
    • Shortening the OpenPages application URL
    • Setting allowed hosts for incoming requests
    • Parameters for cluster members
    • Configuring HTTP compression in OpenPages
      • Enabling or disabling HTTP compression on application servers
      • Enabling or disabling compression on the reporting server (Windows IIS)
      • Enabling compression on the reporting server (Apache Web Server)
      • Disabling compression on the reporing server (Apache Web Server)
    • Factors that affect performance of views
    • Server tuning settings
      • Changing JVM options on application servers
      • Configuring the reporting server
      • Configuring the database (Db2)
      • Improve the performance of OpenPages application functions on a Db2 server
    • Session expiry and timeout settings
    • Installing tools and utilities
    • Viewing user actions with session tracing
    • Using log files
      • Configuring extended access logging on WebSphere Liberty
      • Gathering logs with the LogCollector user interface
      • Gathering logs with the log collector tool
      • OpenPages standard log files
        • Log files on application servers
        • Client tool log files
        • Changing the size and number of backups of the aurora log file
        • Enabling trace logging
    • Viewing information about background processes
    • Business entity move/rename by using the UI
      • Move non-entity objects by using the UI
      • Scheduling move and rename jobs
    • Backup
  • Starting and stopping servers
    • Starting application servers
      • Starting application servers by using Windows services
      • Starting all application services by running a script (Windows)
      • Starting all application servers by running a script (Linux)
      • Determining application readiness
    • Stopping application servers
      • Stopping application servers by using Windows services
      • Stopping all application servers in Windows by using a script
      • Stopping all application servers on Linux by using a script
    • Start or stop the global search services
      • Starting the global search services by using a script
      • Stopping the global search services by using a script
      • Starting the global search services on Windows
      • Starting the global search services on Linux
      • Stopping the global search services
    • Start or stop the database services
      • Starting and stopping the Oracle database server in a Windows environment
      • Starting and stopping the Oracle database server in Linux environments
    • Starting and stopping the Cognos services
      • Using the IBM Cognos configuration tool to start and stop the IBM Cognos service
      • Using the Windows operating system to start and stop the IBM Cognos service
      • Using the Linux operating system to start and stop the IBM Cognos service
      • Starting and stopping the OpenPages Cognos Integration service on Linux
      • Starting and stopping the OpenPages Cognos Integration service on Windows
      • Starting and stopping the OpenPages Cognos Integration service on Windows by using a script
  • Migrating OpenPages environments
    • Settings that apply to environment migration
    • Supported migration items
      • Exporting dependencies
      • Items that are not migrated
      • Item dependencies not migrated by default
    • Environment migration best practices
    • The environment migration process
    • Exporting configuration items from the source environment
    • Importing configuration items to the target environment
      • Configuring environment migration to allow special characters
      • Validating a migration file
      • Importing a migration file
  • ObjectManager
    • Installing the ObjectManager client
    • Working with loader files
    • Running ObjectManager commands
    • Modifying ObjectManager properties
    • Filtering data for export
    • Controlling data load behavior
    • Examples
      • Moving process objects
      • Renaming process objects
      • Assigning or revoking role assignments
      • Creating or loading users
      • Managing currency exchange rates
      • Managing currency field definitions
      • Managing computed field definitions
      • Managing translated strings
      • Managing file attachments
      • Migrating configuration changes
  • FastMap
    • FastMap overview
    • Creating data load templates
    • Creating export templates
    • Working with data load worksheets
    • Using Definition worksheets
    • Exporting questionnaire assessments and questionnaire templates
    • Exporting and importing tags
    • Resolving validation errors
    • Optimizing performance
  • Configuring and generating the reporting framework
    • The reporting framework
      • Framework models
      • Namespaces
      • Triangle object relationships
      • Recursive object levels
        • Rules for defining sets of recursive object levels
        • Managing the child levels of a recursive object level set
        • Configuring business entity recursive object levels
          • Defining business entity recursive object levels
          • Deleting recursive object level sets
    • Planning the configuration
    • Configuring settings that apply to all framework models
      • Configuring the number of models that can be concurrently generated
      • Including workflow fields
      • Adding locale codes to the reporting framework
      • Defining the sort order locale
      • Setting the triangle reporting framework object relationships
        • Update the reporting schema to include the triangle relationship
      • Enabling the reporting framework for object types
      • Defining the transaction timeout for reporting framework generation
      • Defining how security checks are applied during reporting framework generation
    • Configuring framework models
      • Creating a framework model and namespace using a template
      • Defining a name for a framework model
      • Defining the format for a framework model
      • Enabling a framework model
      • Defining the query mode for a framework model
      • Defining the package label for a framework model
      • Defining whether a framework model uses profile filtering
    • Configure reporting framework namespaces
      • Defining a name for a reporting framework namespace
      • Defining the object model for a namespace
      • Setting a namespace as the default
      • Enabling a namespace
      • Defining entity recursive object levels for a namespace
    • Generating the reporting framework
      • Reporting framework permissions
      • Choosing update options in the reporting framework
      • Updating the reporting framework
      • Viewing reporting framework details
  • SDI connectors
    • IBM QRadar integration
      • Using the QRadar integration project
      • Configuring email notifications to be sent from the QRadar assembly line connector components
      • Specifying a primary parent ID to the OpenPages connector
      • Specifying currency values to the OpenPages connector by the output mapping
      • Specifying date values to the OpenPages connector via the output mapping
    • IBM OpenPages Connector for UCF Common Controls Hub integration
      • Run the UCF assembly lines
    • IBM Security Directory Integrator (SDI) techniques
      • Scheduling Security Directory Integrator
      • Security Directory Integrator command line tips
      • Troubleshooting the assembly line Connection refused error
  • Getting started with questionnaire assessments
  • OpenPages Loss Event Entry
    • Planning the configuration
    • Designing the loss entry form
    • How users are handled
    • Where loss events get created
    • Who loss events get assigned to
    • How dates are validated
    • How to launch OpenPages Loss Event Entry
    • How confirmation emails are configured
    • Configuring OpenPages Loss Event Entry
  • Configuring Integrations
    • Out-of-the-box AI model configurations
      • Importing out-of-the-box AI model configurations
    • IBM watsonx Orchestrate Chat
      • Configuring an agent in IBM watsonx Orchestrate
      • Configuring the integration between an agent and OpenPages
    • IBM OpenPages MCP server
    • IBM watsonx Assistant
      • Configuring a web chat assistant by using IBM watsonx Assistant
      • Configuring the integration between an assistant and OpenPages
      • Enabling additional security features for IBM watsonx Assistant on IBM Cloud
    • Translation services
      • Using translation services
      • Integrating watsonx.ai language translation service
        • Creating and deploying a prompt in watsonx
      • Integrating NeuralSeek language translation service
      • Integrating a Language Translator service
    • Natural language processing services
      • Configuration overview for natural language classifier services
      • Configuring Watson Discovery
      • Configuring a Natural Language Understanding service on IBM Cloud
      • Defining a classifier configuration
      • Defining a classifier field
      • Monitoring and downloading classifier data usage
      • Configuring a proxy URL for authentication (IBM Cloud)
    • Custom Machine Learning Models
      • What you need to configure your model
        • Getting model information from IBM Watson Machine Learning
        • Getting model information from Natural Language Understanding
      • Setting up a connection to your model
        • Access parameters for Watson Machine Learning
        • Setting access parameters for Natural Language Understanding
      • Configuring model inputs
        • Sending user information as model parameters
      • Configuring model outputs
        • Parsing model outputs with JSONata
        • How OpenPages processes model outputs
      • Configuring user guidance
      • Adding a model to a view
      • Testing a model
      • Configuring AI models for questionnaire answering
    • Importing a certificate for Cloud Pak for Data services
    • Exporting OpenPages data to be used by other applications
    • Extensions
    • Webhooks
  • Data Privacy management
    • Configuring the Knowledge Catalog connector
  • IBM OpenPages Model Risk Governance
    • Integrating with watsonx.governance
      • Loading the solution files (on prem)
      • Configuring the integration in OpenPages
      • Configuring the integration in watsonx.governance
    • Integrating with Amazon SageMaker
      • Plan the integration with Amazon SageMaker
      • Setting up AWS services
      • Loading the solution files (IBM Software Hub)
      • Configuring the integration in OpenPages
    • Setting up a RabbitMQ connection
    • Updating after an upgrade
  • Configuring IBM OpenPages Regulatory Compliance Management
    • Ascent Connector
      • Configuring the Ascent connector
      • Reloading Ascent data
    • Thomson Reuters Connector
      • Preparing the SFTP server
      • Configuring the feeds
      • Configuring the Thomson Reuters import
        • Directory path for Thomson Reuters imports
        • Daily schedule for Thomson Reuters imports
        • Reloading Thomson Reuters data
      • Thomson Reuters taxonomy mapping
        • Mapping Thomson Reuters taxonomy values to OpenPages field values
        • Thomson Reuters taxonomy updates
    • Reg-Track connector
      • Configuring the Reg-Track connector
        • Data import settings for Reg-Track feeds
      • Reg-Track taxonomy mapping
        • Mapping Reg-Track taxonomy values to OpenPages field values
        • Reg-Track taxonomy updates
    • Wolters Kluwer Connector
      • Configuring the Wolters Kluwer import
        • Data import settings for Wolters Kluwer feeds
      • Wolters Kluwer taxonomy mapping
        • Mapping Wolters Kluwer taxonomy values to OpenPages field values
        • Wolters Kluwer taxonomy updates
    • Processing regulatory events by using rules
      • Creating rules
        • Conditions in rules
        • Target actions in rules
      • Copying a rule
      • Enabling and disabling rules
      • Editing rules
    • RCM Theme Deployer
      • Process overview for the RCM Theme Deployer
      • Setting up auto-naming for RCM objects
      • Updating views for the RCM Theme Deployer
      • Configuring the RCM Theme Deployer
  • Configuring IBM OpenPages Third Party Risk Management
    • SecurityScorecard connector
      • Configuring the SecurityScorecard connector
    • RapidRatings connector
    • RiskRecon connector
      • Configuring RiskRecon
  • The Notification Manager
    • Requirements for setting up a notification
    • Setting up a notification
      • Task 1: Creating a page template
      • Task 2: Creating the notification
      • Task 3: Triggering the notification
  • Properties and parameters
    • Aurora properties and parameters
    • bootstrap.properties
    • OpenPages server properties and parameters
    • Sosa properties and parameters
    • Tools properties and parameters
  • Troubleshooting and support
    • Techniques for troubleshooting problems
    • Searching knowledge bases
    • Getting fixes
    • Contacting IBM
    • Exchanging information with IBM
      • Sending information to IBM Support
      • Receiving information from IBM Support
    • Subscribing to Support notifications
    • Optimizing application performance in Microsoft Edge browsers
    • Setting the LTPA token timeout value for application servers
    • Setting a session inactivity timeout value
      • Setting session inactivity timeout values for application servers
      • Setting session inactivity timeout values for IBM Cognos
    • Setting the Cognos application firewall for browser security
    • Browser security issues and running reports
    • Browser locale settings and messaging issues
    • Browser errors about Content Security Policy
    • Browser best practices
    • Missing Administration menu items
    • Error: You must be a super administrator to modify this setting.
    • Changes to exchange rates are not saved when edited in a view
    • Known problems and solutions for global search
      • Global search start fails
      • Global search setup fails
      • Forcing a reset of global search
      • Checking for global search setup issues and periodic monitoring
      • Before you contact IBM Support
    • QRadar integration package
      • SDI properties file error message
    • Do not include security domain groups when creating object filters or security rule formulas
    • Objects can be saved with an empty required field
    • Remediating after an Enumerated String field is changed to a multi-select field (Db2)
    • System delay when modifying object types and fields (Db2)
    • NoClassDefFoundError errors when you run custom code
    • Risk Assessment Summary report does not show related risks and controls
    • Changing the settings for ORM
    • Troubleshooting helpers
    • Enabling users to change their passwords
  • Best practices for configuring IBM OpenPages
    • Keep object names short
    • Use short field names and field group names
    • Limit the number of fields for object types
    • Limit the number of security rules and complexity of security rules
    • Limit the number of SOXBusEntity objects in the system
    • Be aware of shared field groups
    • Keep the reporting framework model small
    • Eliminating unused object type relationships
    • Task-oriented hyperlinking
  • Creating custom actions for GRC workflows
  • Personal information processed and stored by OpenPages
  • Legacy features
    • Legacy registry settings
    • Legacy application permissions
    • Legacy FastMap import parameters
  • Notices
• User Guide
  • Getting started with the UI
    • Using the UI
    • Logging in to IBM OpenPages for IBM Cloud Pak for Data
    • Logging in
    • Logging out
    • Navigating the UI
    • Using the Primary menu
    • Using the Navigation Bar
    • Changing your locale
    • Changing your password
    • Changing your profile
    • Changing your theme
    • Changing the reporting period
    • Using IBM watsonx Assistant
    • Translating values in text fields
    • Machine learning models
    • Out-of-the-box AI model configurations
    • Configurable lifecycles
    • Natural language processing services
    • Tags
  • Your dashboard
    • Home tab
    • My Tasks tab
    • Subscription Tasks tab
    • Oversight Tasks tab
    • Adding a report or custom tab
    • Adding panels and widgets to a tab
      • Adding a chart panel
      • Adding a custom panel
      • Adding a Comment Activity panel
      • Adding a favorites panel
      • Adding a Reports panel
      • Adding a My Tasks panel
      • Adding a Subscription Task panel
      • Adding an Oversight Task panel
      • Adding a Favorite Canvases panel
  • Working with objects
    • Understanding system and non‑system date fields
    • Using Grid Views to find, open, and work with objects
    • Completing work that is assigned to you
    • Sharing key information about an object
    • Viewing information in charts
    • Viewing information in a tree diagram
    • Validating a workflow action
    • Completing bulk workflow actions in a Grid View
    • Opening a Quick View
    • Applying changes to multiple objects with bulk update in a Grid View
    • Adding and removing tags from multiple objects in a Grid View
    • Viewing change history on the Activity tab
    • Exporting data from filter results
    • Printing a view to PDF
    • Editing objects in a Task View
    • Adding comments to objects
    • Copying objects
    • Deleting objects
    • Renaming an object from a Task View
    • Logging out
  • Creating and associating objects
    • Creating object instances
    • Rules for naming objects
    • Creating objects from a Grid View
    • Creating objects from a Dashboard panel
    • Creating child objects from a Task View
    • Associations between objects
    • Disassociating objects
    • Primary parent association
      • Changing the primary parent association
  • Visualizing risk and compliance by using Canvas
    • Canvas templates
  • Using filters in Grid Views
    • Finding objects with the Search box
    • Using folder filters (Business Entity)
    • Using public filters
    • Using private filters
    • Defining private filters
    • Using ad hoc filters
    • Editing private filters
    • Deleting saved filters
    • Clearing filter results
  • Global search
    • Searching for objects using global search
    • Global search advanced techniques
  • Working with files and links
    • About file attachments
      • Rules for naming folders and files
    • Adding and working with files (attachments) on objects
    • Adding and managing all files (attachments)
    • External URL links
      • Creating URL links on objects
  • Working with Reports
    • About reports
    • Generating and viewing reports
    • Emailing a report
    • Viewing reports in a different format
  • Questionnaires
    • Questionnaire overview
      • Questionnaire template scores and scoring methods
      • Questionnaire template scoring formulas
    • Questionnaire templates
      • Creating a questionnaire template object
      • Editing a questionnaire template
      • Adding sections and subsections to a questionnaire template
      • Adding questions to a questionnaire template
        • Creating question dependencies
        • Deleting question dependencies
        • Associating answers to a field
      • Setting an object's field values based on a respondent's answers
      • Creating an object based on a respondent's answers
      • Copying an object based on a respondent's answers
        • Copying related child objects
      • Adding object variables to a questionnaire template
      • Adding links to a questionnaire template
        • Fixed links in questionnaire templates
        • Dynamic links in questionnaire templates
        • Links to IBM Cognos Analytics reports in questionnaire templates
    • Questionnaire assessments
      • Completing a questionnaire assessment
      • AI-powered questionnaire answering
      • Reviewing a questionnaire assessment
      • Creating an ad hoc questionnaire assessment
    • Programs
      • Creating and configuring a program
      • Launching a program
  • Applying Signatures and locks
    • Adding a signature
    • Revoking signatures
    • Viewing signatures
    • Locking and unlocking objects
  • Using OpenPages Platform objects
    • Business Entities
    • Risk Assessments
    • Risk Assessment Evals
    • Control Objectives
    • Processes
    • Process Evals
    • Sub-Processes
    • Controls
    • Compliance Plans and Compliance Themes
      • Deploying multiple Compliance Themes to a business entity
      • Deploying a Compliance Theme to multiple business entities
    • Control Evals
    • Risks
    • Risk Evals
    • Test Plans
      • Test Plans
      • Test Results
    • Issue and Action Items
      • Adding comments to an Action Item
      • Completing Action Items
    • Preferences and Preferences Groups
  • Using OpenPages Internal Audit Management (IAM)
    • OpenPages Internal Audit Management objects
      • Summary audit plans
      • Audits
      • Auditable entities
      • Audit sections
      • Plans
      • Workpapers
      • Findings
      • Auditors
      • Audit review comments
  • Using OpenPages IT Governance (ITG)
    • OpenPages IT Governance terms you should know
    • OpenPages Internal IT Governance objects
      • Assets and Asset Links
        • Assets
        • Asset Links
      • Baselines
      • Incidents
      • KRIs and KRI values
      • KPIs and KPI values
      • Mandates
      • Policies
      • Procedures
      • Requirements
      • Sub-Mandates
      • Systems
      • Threats
      • Vulnerabilities
      • Waivers
  • Using OpenPages Operational Risk Management objects
    • OpenPages Operational Risk Management objects
      • KRIs and KRI values
      • KPIs and KPI values
      • Loss events
      • Loss impacts
      • Loss recoveries
      • Scenario analysis
      • Scenario results
      • FIRST losses
      • ORIC losses
      • ORX losses
      • Cost centers
  • Using OpenPages Policy Management
    • IBM OpenPages Policy Management terms you should know
    • OpenPages Policy Management objects
      • Regulation applicabilities
      • Mandates
      • Sub-Mandate
      • Requirement
      • KRIs and KRI values
      • Incidents
      • Waivers
      • KPIs and KPI values
      • Policies
      • Policy review comment
      • Procedures
      • Campaigns
      • Employees
      • Attestations
      • Regulators
      • Regulator Interactions, RI categories, RI requests
        • RI categories
        • RI requests
      • Regulatory changes and regulatory tasks
  • Using IBM OpenPages Financial Controls Management
    • OpenPages Financial Controls Management objects
      • Sub-Accounts
      • Assertions
      • Accounts
  • Regulatory Compliance Management overview
    • Regulatory compliance management object types
  • OpenPages Model Risk Governance objects
    • OpenPages Model Risk Governance
    • OpenPages Model Risk Governance objects
      • Change Request
      • Committee
      • Metric
      • Metric Value
      • Model
      • Model Attestation
      • Model Input
      • Model Link
      • Model Output
      • Model Risk Scorecard
      • Model Use Case
      • Review
      • Model Deployment
  • Third party risk management overview
    • Third party risk management object types
  • Using OpenPages Business Continuity Management
  • Notices
• Installation and Deployment Guide (on prem only)
  • Getting started
    • Determining your installation path
    • Installation locations
    • Changes to the installation process
    • Special characters in passwords
  • OpenPages overview
    • Components
    • Server topology and installation configurations
    • Clustered environments
  • Installation prerequisites
    • Software prerequisites
      • Prerequisite software for all servers
      • Prerequisite software for the installation server
      • Prerequisite software for the database server
      • Prerequisite software for application servers
      • Prerequisite software for reporting servers
      • Prerequisite software for the search server
      • Prerequisite software for OpenPages client computers
    • Hardware prerequisites
    • VMWare configuration requirements on Windows computers
  • OpenPages installation server and app
    • Installation on different operating systems
    • Setting up the installation server on Windows
    • Setting up the installation server on Linux
    • Migrating deployments and installation server users
    • Installing agents manually
    • Update the installation server and agents with a fix pack
      • Updating the installation server
      • Updating agents manually
    • Logging in to the installation app
    • Adding users
    • Changing passwords
    • Starting the installation server
    • Stopping the installation server
    • Starting the installation agent manually
    • Stopping the installation agent manually
    • Changing the port number of the installation server
  • Install IBM OpenPages
    • Installation process overview
    • Preparing your system for installation
      • Checklist if you are using existing hardware
        • Prepare the custom keystore for the upgrade or migration
          • Disabling the custom keystore
          • Migrating the custom keystore
      • Checklist for Windows servers
        • Enabling Data Execution Prevention for essential Windows programs and services
        • Users and groups for installations on Windows
        • Getting the IBM Semeru Runtimes (Windows)
      • Checklist for Linux servers
        • Setting the file descriptor limit for OpenPages users on Linux
        • Check operating system limits on Linux
        • Creating the OpenPages installation user (Linux)
        • Creating the installation directories for Linux
        • Getting the IBM Semeru Runtimes (Linux)
      • Checklist for application servers
        • Configuring the hosts file
      • Checklist for the database server (Db2)
        • IBM Db2 database server and client setup for OpenPages
        • IBM Db2 database server installations
          • Db2 Text Search
          • Copying the encryption function for OpenPages to the Db2 server
        • Upgrade or update Db2
          • Upgrading Db2 on Windows
          • Upgrading Db2 on Linux
          • Installing a Db2 fix pack on Windows
          • Dropping the search index and disabling Db2 Text Search
        • Creating the OpenPages database on IBM Db2
          • Running the database creation scripts from the OpenPages application server computer
        • Preparing the database instances for OpenPages on Db2
        • Operating system user accounts for IBM Db2 databases
          • Users and groups for application servers on Linux that use Db2 databases
        • Db2 database client installations
          • Creating and configuring a Db2 client instance in Linux environments
          • Testing the connection between the Db2 client and server
      • Checklist for the database server (Oracle)
        • Creating users and groups on the Oracle database server for Linux operating systems
        • Oracle Database 19c installations
          • Installing Oracle 19c
        • Setting the Oracle environment variables for the database server (Windows)
        • Setting the Oracle environment variables for the database server (Linux)
        • Preparing the database (Oracle)
        • Increasing the Oracle connection limit
        • Starting and stopping the Oracle database server in a Windows environment
        • Testing the connections to the database server and the OpenPages database (Oracle)
        • Oracle database client installations
          • Creating the user and group for application servers that use Oracle (Linux)
          • Oracle Instant Client
            • Installing Oracle Instant Client on Linux
            • Installing Oracle Instant Client on Windows
            • Update database client paths in property files
            • Environment variables for Oracle Instant Client
          • Oracle Admin Client
            • Setting ORACLE_HOME on application servers (Linux)
            • Setting ORACLE_HOME on application servers (Windows)
          • Testing the connection to the OpenPages database from the Oracle database client
      • Checklist for reporting servers
        • IBM Cognos Analytics installations
          • Installing IBM Cognos Analytics
          • Upgrading Cognos Analytics
          • Web server configuration options for IBM Cognos Analytics
            • Configuring Apache Web Server or IBM HTTP Server
          • Configuring a connection to the content store (Db2)
          • Configuring a connection to the content store (Oracle)
          • Saving your settings and starting the IBM Cognos services
          • Enabling the connection to a Db2 database from the OpenPages Reporting computer
          • Setting database environment variables for the reporting server on Linux operating systems
          • Setting database environment variables for reporting servers on Windows operating systems
          • Testing the connection to the OpenPages database from the Oracle database client
      • Checklist for the search server
      • Port assignments
    • Create the database schema objects
      • OpenPages database object creation for Db2
        • Preparing the files for your database administrator
        • Running the steps that require DBA privileges
          • Custom table space names
        • Preparing to run the non-DBA database scripts
          • Loading custom data
        • Running the steps that do not require DBA privileges
      • Database schema creation (Oracle)
        • Preparing the files for your database administrator
        • Running the steps that require DBA privileges
          • Table space names and other customizations
          • Customize table space data file locations
          • Oracle Transparent Data Encryption (TDE) for fresh installations
            • Prerequisites and process overview
            • Encrypting OpenPages and Cognos table spaces
        • Preparing to run the non-DBA database scripts
          • Loading custom data
        • Running the steps that do not require DBA privileges
    • Creating a deployment
      • Considerations for IBM OpenPages solutions
      • Super Administrator
    • Configuring the database server (Db2)
    • Configuring the database server (Oracle)
    • Configuring application servers
    • Configuring reporting servers
    • Configuring a search server
    • Post installation tasks
      • Remove legacy Questionnaire UI Launch button from Admin View for questionnaire assessments
      • Updating Liberty
        • Updating Liberty features on application servers manually
        • Updating Liberty features on reporting servers manually
      • OpenPages Reporting post-installation tasks
        • Copying the Global Security Kit files to the Db2 server (Windows)
        • Creating the reporting schema and framework
        • Reporting portal security
        • Creating an open session command block for the OpenPages data source
      • Configuring application services to use a domain account (Windows)
      • Configuring file share permissions (Linux)
      • Sharing a network storage directory (Linux)
      • Sharing a network storage directory (Windows)
      • Updating the location of the storage directory (Db2)
      • Updating the location of the storage directory (Oracle)
      • Configuring IBM HTTP Server to balance the load on application servers
        • Configuring the HTTP Server for SAMLV2.0 single sign-on
        • Configuring property files for load balancing
        • Configuring property files for each OpenPages instance
        • Customizing the load balancer for large data sets
      • Load balancing the reporting server
        • Adding OpenPages servers to the Cognos Application Firewall safe list
        • Communication between application and reporting servers
        • Configuring the active reporting server
        • Configuring standby reporting servers
        • Configuring an Apache load balancer or proxy server
        • Using a reverse proxy server for load balancing
      • Admin application server tuning
        • Preventing concurrency conflicts for installations that use Oracle databases
        • Optional: Increasing the paging file size on Windows computers
      • Database server tuning for Db2
        • Changing the varchar limit for reports (Db2)
        • Activate or deactivate Db2 databases
      • Database server tuning for Oracle
        • Memory tuning guidelines for Oracle databases
      • Enabling Oracle Text
      • Accessing OpenPages
      • Search server post installation tasks
        • Copying database driver files to the search server
        • Setting up a secure connection for the global search service
        • Updating the search server properties file with the location of the OpenPages storage directory
        • Search server tuning
          • Changing port values for the global search component
          • Allocating memory for the global search component
        • Creating the global search index
      • Preventing orphan objects
      • Verification checklist
  • Migrate to a new version of IBM OpenPages
    • Migration overview
      • Migration process overview: Using the database server from your source environment
      • Migration process overview: Using new hardware for the database server
    • Upgrade prerequisite software
      • Oracle PDB
      • IBM Cognos Analytics upgrade process
    • Preparing the search server in the source environment
    • Backing up your source environment
    • Upgrade the OpenPages database
    • Migrating a custom encryption keystore
    • Restore the storage directory in the target environment
    • Migrating files and directories
    • Upgrading application data
    • Post migration tasks
      • Updating Db2 settings after a migration or upgrade
      • Updating search server settings
      • Updating URL host pointers for reports
      • Verify the list of valid domains and host names for IBM Cognos Analytics
      • Upgrading the OpenPages password encryption algorithm
      • Custom settings in configuration files
      • Search server post migration tasks
        • Re-creating the index for global search
      • Enable LDAP after upgrading or migrating
      • Enabling a JDBC connection for the OpenPages database (Db2)
      • Enabling a JDBC connection for the OpenPages database (Oracle)
      • Updating UCF
      • Updating QRadar
      • Regenerating the reporting framework
      • Migration verification tests
      • Configuration changes and enhancements
        • Populating the System Title field after upgrading or migrating
    • Rolling back an OpenPages migration
  • Upgrade and migration task reference for Db2 databases
    • Back up the database (Db2)
      • Dropping the search index and disabling Db2 Text Search
      • Backing up the OpenPages database during a migration
      • Backing up the Cognos database during a migration
    • Restoring the OpenPages database
      • Restoring the database (Db2)
        • Troubleshooting rebind errors (Db2)
      • Restore Db2 Text Search
      • Update the databases for a Db2 11.5.x or 12.1.x fix pack
    • Restoring the Cognos content store
    • Upgrade the OpenPages database (Db2)
      • Extending database row sizes
      • Preparing for the database upgrade (Db2)
        • Running a custom script
      • Running the pre-upgrade DBA script
      • Validating the pre-upgrade DBA step (Db2)
      • Upgrading the database
      • Running the post-upgrade DBA script (Db2)
      • Validating the post-upgrade DBA step (Db2)
    • Updating the location of the storage directory (Db2)
    • Update the database connection information
      • Updating properties files (Db2)
      • Updating the data source connection in WebSphere Liberty (Db2)
      • Updating the Cognos content store information (Db2)
      • Updating the database connection information for the search server (Db2)
      • Updating the deploy.properties file
      • Updating the connection to the database for Cognos (Db2)
  • Upgrade and migration task reference for Oracle databases
    • Backing up the OpenPages database during a migration (Oracle)
    • Backing up the Cognos content store during a migration (Oracle)
    • Restore the OpenPages database in your 9.2.x environment (Oracle)
      • Preparing to import the OpenPages database (Oracle)
      • Restoring the OpenPages database schemas (Oracle)
      • Remap schema and table space names (Oracle)
    • Restore the Cognos content store in your 9.2.x environment (Oracle)
      • Preparing to import the Cognos content store (Oracle)
      • Restoring the Cognos content store (Oracle)
    • Upgrade the OpenPages database (Oracle)
      • Preparing the database
      • Preparing the database upgrade scripts
        • Running custom scripts during the database upgrade (Oracle)
      • Running the pre-upgrade DBA script
      • Validating the pre-upgrade DBA step
      • Upgrading the schema
      • Running the post-upgrade DBA script
      • Validating the post-upgrade DBA step
    • Updating the location of the storage directory (Oracle)
    • Update the database connection information (Oracle)
      • Updating properties files (Oracle)
      • Updating the data source connection in WebSphere Liberty (Oracle)
      • Updating the Cognos content store information (Oracle)
      • Updating the database connection information for the search server (Oracle)
      • Updating the deploy.properties file
      • Updating the connection to the OpenPages database for Cognos (Oracle)
    • Oracle Transparent Data Encryption for migration customers
  • Post-migration tasks for solutions
    • Importing the solutions report package
    • Updating the Knowledge Catalog import job
  • Fix packs
    • Fix pack process overview
    • Prepare for a fix pack
      • Back up your existing environment
        • Backing up your source environment
        • Backing up solutions helpers, images, and Dojo toolkits
      • Verifying servers before you install a fix pack
    • Installation tasks for fix packs
      • Update the OpenPages database manually (Db2)
      • Preparing the database
      • Update the OpenPages database manually (Oracle)
      • Installing a fix pack
    • Postinstallation tasks
      • Restoring the CSP registry setting
      • Restoring solutions helpers, images, and other files
      • Importing the solutions report packages after installing a fix pack
    • Additional tasks for fix packs
      • Performing a silent installation of a fix pack
      • Rolling back a fix pack
  • Starting and stopping servers
    • Starting application servers
      • Starting application servers by using Windows services
      • Starting all application services by running a script (Windows)
      • Starting all application servers by running a script (Linux)
      • Determining application readiness
    • Stopping application servers
      • Stopping application servers by using Windows services
      • Stopping all application servers in Windows by using a script
      • Stopping all application servers on Linux by using a script
    • Start or stop the global search services
      • Starting the global search services by using a script
      • Stopping the global search services by using a script
      • Starting the global search services on Windows
      • Starting the global search services on Linux
      • Stopping the global search services
    • Start or stop the database services
      • Starting and stopping the Oracle database server in a Windows environment
      • Starting and stopping the Oracle database server in Linux environments
    • Starting and stopping the Cognos services
      • Using the IBM Cognos configuration tool to start and stop the IBM Cognos service
      • Using the Windows operating system to start and stop the IBM Cognos service
      • Using the Linux operating system to start and stop the IBM Cognos service
      • Starting and stopping the OpenPages Cognos Integration service on Linux
      • Starting and stopping the OpenPages Cognos Integration service on Windows
      • Starting and stopping the OpenPages Cognos Integration service on Windows by using a script
  • Single sign-on integration for the OpenPages application server
    • Configuring SAML single sign-on
      • Disabling SAML single sign-on
      • Configuring an error page for SAML single sign-on
    • Configuring mixed mode single sign-on (SAML and IBM OpenPages)
    • Configuring multiple IDs for a SAML identity provider
    • Configuring SPNEGO single sign-on
      • Disabling SPNEGO single sign-on
    • Configuring single sign-on by using OpenID Connect
      • Disabling OpenID Connect single sign-on
    • Setting user passwords to never expire
    • Configuring the single sign-on logout destination
    • Avoiding server timeouts in single sign-on environments
  • QRadar integration
    • Installing the QRadar connector
    • Setting up the QRadar SSL certificate
    • Importing the assembly line for QRadar
    • Configuring the QRadar connector properties file
    • Configuring the QRadar connector passwords properties file
  • IBM OpenPages Connector for UCF Common Controls Hub
    • Installing the UCF connector
    • Installing IBM OpenPages Connector for UCF Common Controls Hub
    • Importing the assembly lines for UCF
    • Configuring the connection information
    • Configuring OpenPages for UCF integration
      • Importing business entities
      • Updating object type relationships for UCF
      • Updating UCF fields
    • Update business entities, fields, and field groups
  • Loss Event Entry
    • Installation process overview for Loss Event Entry
      • Pre-installation tasks for Loss Event Entry
      • Installation tasks for Loss Event Entry
        • Preparing for the installation of Loss Event Entry
        • Installing Loss Event Entry
        • Log files for Loss Event Entry
      • Post-installation tasks for Loss Event Entry
        • Setting passwords for Loss Event Entry users
        • Configuration of Loss Event Entry
        • Conditional steps for Loss Event Entry
    • Migration process overview for Loss Event Entry
    • Additional tasks for Loss Event Entry
      • Silent installation for Loss Event Entry
      • Notes for users who do not have the current solutions schema
  • Uninstalling OpenPages
    • Uninstalling OpenPages
  • Silent installations
    • Creating a deployment file by using the installation server
    • Creating a deployment file manually
    • Deployment file properties
    • Running the silent installation commands
  • Install OpenPages by using Docker
    • Installing Docker
    • Installing OpenPages on a single server by using Docker
    • Installing OpenPages in a distributed environment by using Docker
    • Installing only the OpenPages applications by using Docker
    • Accessing the applications
    • Stopping and starting OpenPages services deployed to Docker and other tasks
    • Uninstalling OpenPages from Docker
  • Additional tasks
    • Adding servers
      • Adding servers to a deployment (horizontal cluster members)
      • Adding non-admin application servers to a deployment (vertical cluster members)
    • Backing up the OpenPages database (Db2)
    • Backing up the Cognos database (Db2)
    • Backing up the OpenPages database (Oracle)
    • Backing up the Cognos content store (Oracle)
    • Updating host names
    • Refreshing an environment with data from an 9.0.x or 9.1.x environment
      • Upgrading application data to a 9.2.x.x fix pack
    • Adding solutions to a deployment
  • Troubleshooting problems
    • Troubleshooting resources
      • Searching knowledge bases
      • Getting fixes
      • Contacting IBM
      • Exchanging information with IBM
    • Log files
    • Gathering logs with the LogCollector user interface
    • Gathering logs with the log collector tool
    • Order of starting and stopping services
    • Manually creating the reporting table space and user for Oracle databases
    • Oracle package dependencies
    • Known problems and solutions for global search
      • Global search start fails
      • Global search setup fails
      • Forcing a reset of global search
      • Checking for global search setup issues and periodic monitoring
      • Creating the global search index
      • Before you contact IBM Support
    • Installation issues and solutions
      • Error: Cannot manage agent without connection information
      • Error starting the installation app
      • Silent installation hangs
      • Error when setting Cognos login parameter
      • Error: Failed to update Cognos registry settings
      • Validation error: OpenPages connection refused
      • Restoring the installation server
      • Restoring an installation agent
      • Global search fails to validate during upgrade
      • Docker containers not starting
      • Application URL is missing the domain of the host after a Docker deployment
      • Errors while loading data after you upgrade
      • Warnings about system views when loading data
      • Errors about invalid value for type when loading data
      • Password confirmation field is empty after you import deployment properties
      • SQL0569N Authorization ID user_name does not uniquely identify a user, a group or a role in the system error
      • OpenPages and software that is installed in a directory that contains spaces
      • Garbled characters on the home page
      • Manually loading the CommandCenter integration configuration
      • Manually loading the configuration data after a new installation
      • Manually loading the configuration data after a migration
      • Manually loading the configuration data after a fix pack
      • Dropping the OpenPages database for IBM Db2
      • Troubleshooting Oracle schema creation
        • Dropping OpenPages schema objects in an Oracle database
        • Dropping the full schema in an Oracle database
      • Dropping the Cognos content store (Oracle)
      • Updating the services for multiple Db2 instances
      • OP-03620: The Reporting Schema has not been instantiated error
      • Issues when importing databases
      • Logging in to IBM Cognos Analytics fails
      • Cognos content store import fails
      • Updating the Oracle client path on the reporting server
      • libdb2.so cannot be loaded
      • Data validation errors when installing Loss Event Entry
      • Memory validation step fails for an Oracle database
      • Configuring the Oracle data pump directory
      • CM-CFG-5114: The Cognos service does not start
      • CM-CAM-4005 Unable to authenticate
      • Agent does not exist on remote server
      • Errors during database server validation (Db2)
      • Error during database upgrade about database statistics
      • Rollback errors during a database upgrade
      • Error: Cannot run schema upgrade
      • One or more required WLP features unavailable
      • OpenPages reports are not displayed in IBM Cognos Analytics
    • Troubleshooting OpenPages solutions
      • Manually installing IBM OpenPages solutions
      • Importing the solutions report packages manually
  • Notices
• Upgrade Guide for Db2 (on prem only)
  • Getting started
    • Installation locations
    • Changes to the installation process
    • Special characters in passwords
  • Determine your upgrade path
  • Prepare for the upgrade
    • Review new features and fixes
    • Backing up your environment
      • Backing up the OpenPages database (Db2)
      • Backing up the Cognos database (Db2)
      • Backing up solutions helpers, images, and other files
    • Prepare the custom keystore for the upgrade or migration
      • Disabling the custom keystore
      • Migrating the custom keystore
    • Upgrade prerequisite software
      • Upgrade or update Db2
        • Installing a Db2 fix pack on Windows
        • Upgrading Db2 on Windows
        • Upgrading Db2 on Linux
        • Dropping the search index and disabling Db2 Text Search
      • Upgrading Cognos Analytics
      • Getting the IBM Semeru Runtimes (Windows)
      • Getting the IBM Semeru Runtimes (Linux)
    • Verifying servers before you upgrade
  • Upgrading
    • Upgrade the OpenPages database (Db2)
      • Preparing for the database upgrade (Db2)
        • Running a custom script
      • Running the pre-upgrade DBA script
      • Validating the pre-upgrade DBA step (Db2)
      • Upgrading the database
      • Running the post-upgrade DBA script (Db2)
      • Validating the post-upgrade DBA step (Db2)
    • Preparing the installation server
      • Setting up the installation server on Windows
      • Setting up the installation server on Linux
      • Installing agents manually
      • Update the installation server and agents with a fix pack
        • Updating the installation server
        • Updating agents manually
      • Migrating deployments and installation server users
      • Starting the installation agent manually
      • Stopping the installation agent manually
    • Upgrading
    • Post-upgrade tasks
      • Updating Db2 settings after a migration or upgrade
      • Remove legacy Questionnaire UI Launch button from Admin View for questionnaire assessments
      • Updating optional apps
      • Restoring solutions helpers, images, and other files
      • Re-creating the index for global search
      • Enable LDAP after upgrading or migrating
      • Post-upgrade tasks for solutions
        • Updating the Knowledge Catalog import job
        • Importing the solutions report package
      • Updating the reporting schema
      • Regenerating the reporting framework
      • Configuration changes and enhancements
        • Populating the System Title field after upgrading or migrating
    • Additional tasks for upgrades
      • Performing a silent upgrade
      • Rolling back an upgrade
      • Manually loading the configuration data for an upgrade
  • Notices
• Upgrade Guide for Oracle (on prem only)
  • Getting started
    • Installation locations
    • Changes to the installation process
    • Special characters in passwords
  • Determine your upgrade path
  • Prepare for the upgrade
    • Review new features and fixes
    • Backing up your environment
      • Backing up the OpenPages database (Oracle)
      • Backing up the Cognos content store (Oracle)
      • Backing up solutions helpers, images, and other files
    • Prepare the custom keystore for the upgrade or migration
      • Disabling the custom keystore
      • Migrating the custom keystore
    • Upgrade prerequisite software
      • Oracle PDB
      • Upgrading Cognos Analytics
      • Getting the IBM Semeru Runtimes (Windows)
      • Getting the IBM Semeru Runtimes (Linux)
    • Verifying servers before you upgrade
  • Upgrading
    • Upgrade the OpenPages database (Oracle)
      • Preparing the database
      • Preparing the database upgrade scripts
        • Running custom scripts during the database upgrade (Oracle)
      • Running the pre-upgrade DBA script
      • Validating the pre-upgrade DBA step
      • Upgrading the schema
      • Running the post-upgrade DBA script
      • Validating the post-upgrade DBA step
    • Preparing the installation server
      • Setting up the installation server on Windows
      • Setting up the installation server on Linux
      • Installing agents manually
      • Update the installation server and agents with a fix pack
        • Updating the installation server
        • Updating agents manually
      • Migrating deployments and installation server users
      • Starting the installation agent manually
      • Stopping the installation agent manually
    • Upgrading
    • Post-upgrade tasks
      • Remove legacy Questionnaire UI Launch button from Admin View for questionnaire assessments
      • Updating optional apps
      • Restoring solutions helpers, images, and other files
      • Re-creating the index for global search
      • Enable LDAP after upgrading or migrating
      • Post-upgrade tasks for solutions
        • Updating the Knowledge Catalog import job
        • Importing the solutions report package
      • Updating the reporting schema
      • Regenerating the reporting framework
      • Configuration changes and enhancements
        • Populating the System Title field after upgrading or migrating
    • Additional tasks for upgrades
      • Performing a silent upgrade
      • Rolling back an upgrade
      • Manually loading the configuration data for an upgrade
  • Notices
• Solutions Guide
  • IBM OpenPages GRC solutions
    • OpenPages Financial Controls Management
    • OpenPages Model Risk Governance
    • OpenPages Operational Risk Management
      • IBM FIRST Risk Case Studies
    • OpenPages Policy Management
    • OpenPages IT Governance
    • OpenPages Internal Audit Management
    • Issue Management and Remediation
    • Key Risk Indicators and Key Performance Indicators (KRIs and KPIs)
    • OpenPages Third Party Risk Management
    • OpenPages Regulatory Compliance Management
    • Using OpenPages Business Continuity Management
    • OpenPages Data Privacy Management
    • OpenPages Risk Management for ESG
  • Object types
    • Object name mapping
    • Object type descriptions
    • Subcomponents
  • Helpers
    • RCSA Completion helper
    • RCSA Process Alignment helper
    • RCSA Launch Utility helper
    • RCSA Site Sync helper
    • RCSA helpers configuration
    • Policy Viewers
    • Compare Policy View helper
    • Policy Unlock helper
    • Publishing Batch Notification helper
    • Policy Awareness View helper
    • Attestation Creation Report helper
    • Get Baselines helper
    • Create Resource Links helper
    • Close Audit helper
    • Add or Modify Plans helper
    • Timesheet helpers
  • Notifications
    • Issue and Action Bulletin notification
    • Incident notification
    • Questionnaire Assessment notification
    • Reg-Track Ingestion Error notification
    • TRRI Ingestion Error notification
    • WK Ingestion Error notification
    • New/Amended Regulatory Library Object notification
  • Reports
    • Risk assessment reports
    • Risk reports
    • Control reports
    • Testing reports
    • Indicator reports
    • Loss Event reports
    • Issue Management and Remediation reports
    • Scenario Analysis reports
    • Regulatory Compliance reports
    • IT Asset reports
    • IT Compliance reports
    • Audit Management reports
    • Questionnaire reports
    • Financial Controls Management reports
    • Risk Management for ESG reports
  • Triggers
    • Object types that contain triggers
    • Risk and Control Self-assessments (triggers and calculations)
    • Control lifecycle triggers
    • Policy Import trigger
    • Policy Lock trigger
    • Audit Risk Rating Computations trigger
    • Audit Close Automation trigger
    • Model Risk Scorecard trigger
    • Exchange Rate trigger
  • Profiles
  • Role templates
    • List of role templates
    • Role template permissions
    • Object type permissions assigned by role templates
  • GRC Calculations
    • Sample calculations
  • GRC Workflow
    • Sample workflows
    • Business continuity management workflows
    • Data privacy management workflows
    • Financial controls management workflows
    • IT governance workflows
    • Model risk governance workflows
    • Policy management workflows
    • Regulatory compliance management workflows
    • Risk management for ESG workflows
    • Third party risk management workflows
  • Legacy features
    • Business process visualizations (legacy)
    • Computed fields
    • Legacy triggers
      • Loss Event lifecycle triggers (version 7.2.0.1 and later) (legacy)
      • Loss Event Lifecycle triggers (legacy)
      • Questionnaire Assessment Lifecycle triggers (legacy)
      • Incident Lifecycle triggers (legacy)
      • Lifecycle triggers added in version 7.2.0.1 (legacy)
      • Lifecycle configuration (legacy)
      • RCSA Quantitative and RCSA Qualitative triggers (legacy)
      • KRI and KPI Lifecycle triggers (legacy)
    • Legacy object types
    • Legacy reports and helpers
    • Legacy workflows and calculations
  • Notices
• Developer Guide
  • What's new?
    • What's new in version 9.1.0
    • What's new in version 9.0.0.5
    • What's new in version 9.0.0.4
    • What's new in version 9.0.0.3
    • What's new in version 9.0.0.2
    • What's new in version 9.0.0.1
  • Upgrade tasks for developers
  • Extensions
  • Webhooks
  • Java API
  • REST API V2
  • REST API V1
  • API samples
  • Triggers
  • Notices
• Report Author's Guide
  • Database Models
    • The Application Data Model
    • Reporting Table Design
      • Object Tables
      • Object Views
      • Enumeration Tables
      • The Relationship Table
  • Framework Data Models
    • The Relational Data Model
      • Relational Modeling Terminology
      • Folder View of a Relational Data Model
  • Object Model
    • Object Model Terminology
    • Object Model Characteristics
  • Reporting Framework
    • Framework models
    • Framework Packages
    • Namespaces
      • The Default Namespace
      • Naming Conventions for Namespaces
    • Adding locale codes and defining a sort order locale
    • The Relational Model Top Level Folders
      • The Audit Trail Folder (Relational Model)
      • The Computed Fields Folder (Relational Model)
      • The Enumerations Folder (Relational Model)
        • Enumerated Strings (Relational Model)
      • The GRC Objects Folder (Relational Model)
        • The SOXBusEntity Folder (Relational Model)
        • The GPC Query Subjects (Relational Model)
        • The Object Folder (Relational Model)
        • Enumeration Fields Query Items (Relational Model)
      • The GRC Objects Standalone Folder (Relational Model)
        • The Secondary Object Folders (Relational Model)
      • The Miscellaneous Folder (Relational Model)
        • The Currencies Folder (Relational Model)
        • The Reporting Period Folder (Relational Model)
        • The Advanced Folder (Relational Model)
      • The Security Folder (Relational Model)
      • The Tags Folder (Relational Model)
  • Optimizing Performance
    • Filtering Top Level Business Entities
    • Filtering on Reporting Periods
    • Bypassing an Index
    • Query Direction Performance
    • Adding New Indexes
    • The Use for Parameter Info Setting
  • Report Design Language
    • Setting your Locale in OpenPages
      • Language and locale support
    • Setting your Locale in IBM Cognos Analytics
  • Working with Relational Data
    • Syntax Conventions
    • Working With Data Containers
      • Working with Lists
        • Selecting Data Columns
      • Working with Crosstabs
        • Selecting Data Items
      • Working with Graphs
        • Creating a Graph
    • Working With Enumerated Fields
      • The Enumerated Fields Folder Structure
      • Using Enumerated Fields in a Report
    • Working with Date Fields
    • Working With Currency Fields
      • System Currency Query Subjects
      • Currency Fields Folder Structure
      • Configuring the use of currency fields in a report
    • Adding Prompts
      • Creating a Prompt Page
      • Adding a Reporting Period Prompt
        • Passing the OpenPages Reporting Period Parameter
      • Adding a Business Entity Prompt
      • Adding a Single Select Enumerated Value Prompt
      • Adding a Multi-select Enumerated Value Prompt
        • Adding an All Static Value to a Multi-select Enumerated Value Prompt
      • Adding a Date Prompt
      • Adding a Date Range Prompt
      • Adding a Static Choices Prompt
      • Adding a Cascading Prompt
      • Adding Prompts for Query Subjects
    • Adding Rich Text Fields
    • Adding Images and Icons
    • Adding Calculations
    • Sorting Data
      • Using Simple Sorting
      • Using Advanced Sorting
      • Using Custom Sorting
      • Using Prompted Sorting
    • Filtering Data
      • Using Parameter Maps for Filtering
      • Filtering on Reporting Period ID
      • Filtering on an Enumeration
    • Grouping Data
      • Grouping Data in a List Report
      • Creating a List Group Header
      • Setting the Level Span for a Column
    • Aggregating Data
    • Using Conditional Formatting
      • Using Conditional Formatting to Indent Entries
      • Highlighting Data Conditionally
    • Bar Chart Colors
      • Displaying Bar Color Variation with Automatically Displayed Values
      • Displaying Bar Color Consistency with Report Modification for New Values
      • Editing Bar Colors
    • Creating Joins
      • Creating Direct Joins
      • Creating Indirect Joins
    • Creating Drill-Through Reports
      • Creating the Parent Report
      • Adding a Drill-Through Report to the Parent
    • Adding CrossTrack Links
      • Adding CrossTrack Links to standalone and parent reports
      • Adding CrossTrack Links to drill-through reports
    • Creating a Master-Detail Report
      • Creating Relationships Between Master and Embedded Lists
      • Formatting Embedded Lists
    • Adding Microcharts
  • Working with Business Entities
    • The SOXBUSENTITY_GPC Query Subject
    • The User Defined Entity Hierarchy
    • GPC Component Objects
    • The GPC Data Model
    • Filtering Relational Business Entities
      • Filtering Using the Full Path
        • Relational Entity Context Fields
      • Filtering Hierarchy Depth
      • Filtering Using Cascaded Prompts
      • Quick Reference for Displaying and Filtering Data
  • Working with Shared Objects
    • Aggregating Data for Shared Objects
    • Creating an Aggregation Report For Shared Objects
    • Counting Shared Objects in Chart Reports
    • Listing Shared Objects in List Reports
  • Working With Recursive Objects
  • Internationalization and Localization
    • Data Translation
      • Static Data
        • Translating Dynamic Label Data
        • Using a Condition Variable to Translate Fixed Text Field Data
        • Translating Button Text
        • Translating Static Text in Prompts
      • Application Data
        • Translating Single Valued Enumerated Strings
          • Framework Folder Structure for Single-Value Enumerations
          • Field Definitions for Single-Value Enumerations
        • Translating Multivalued Enumerated Strings
          • Framework Folder Structure for Multivalued Enumerations
          • Field Definitions for Multivalued Enumerations
        • Translating Date Fields using Predefined Date Formats
        • Translating Date Fields using Custom Date Formats
        • Translating Currency Fields using Pre-Defined Formats
        • Translating Currency Fields using Custom Formats
    • Using Parameter Maps with Translated Enumerated String Filters
  • Using Predefined Database Functions
    • Passing Parameters
    • Determining an Object Type ID
      • Using SQL to Obtain Object IDs
      • Using a Report to Obtain Object IDs
    • Determining Database Table Names
      • Obtaining a list of RT table names
    • Determining Database Table Column Names
    • Using General Functions
      • Converting Multivalue Enumerations to Names
      • Converting Single Value Enumerations to Names
      • Counting the Number of Text Occurrences
      • Determining a Framework Relationship Between Objects
      • Determining a Primary Parent Relationship Between Objects
      • Determining a Relationship Between Objects
      • Formatting the Currency Value
      • Getting an Actor’s Display Name by ID
      • Getting an Actor’s Display Name by Actor ID
      • Getting an Actor’s Display Name by Logon ID
      • Getting External Key Text
      • Getting the Attributes of a Primary Parent Object
      • Getting the Direct Attributes of a Primary Parent Object
      • Getting the Exchange Rate
      • Getting Tree Path Resource IDs
      • Rolling up Multivalued Enumerations Into a List
      • Replacing Relative URLs
    • Using Time Dependent Functions
      • Getting the Custom Field Value by ID
      • Getting the Custom Field Value by Name
      • Getting the System Field Description
      • Getting the System Field Full Path
      • Getting the System Field Name
      • Getting the System Field Parent Folder ID
  • Formatting Reports for Output
    • Setting Up the Report for PDF Output
    • Including In-Line Prompts for PDF Output
    • Formatting the Report for PDF Output
    • Formatting for Microsoft Excel Output
    • Formatting for CSV Output
  • Authoring Reports
    • Manual IBM Cognos Configuration Settings
    • Configuring Reports
    • Underlying Report SQL
    • Using a Report Template
    • Query Subject Organization
    • Query Subject Constructs
    • Formatting Empty Tables or Lists
  • Computed Fields
    • Creating a Computed Field
    • Supplying Required Fields
    • Creating a Data File
    • Using Computed Fields in Multiple Namespaces
  • Reporting Fragments
    • Creating Reporting Fragments
    • Creating CrossTracks in Reporting Fragments
      • Creating a Link to Open in the Same Window
      • Creating a Link to Open in a New Window
    • Supplying Configuration Fields
      • Obtaining the Report Path
      • Obtaining the Fragment Name
      • Obtaining Object Prompts
      • Obtaining Height and Width
    • Using Images in Reporting Fragments
  • Custom Query Subjects
    • Reviewing Your Report Design
    • Creating an Entity-Relationship Diagram
    • Creating an SQL Statement
    • Adding Database Functions
    • Substituting Variables
    • Testing the SQL Statement
    • Creating the Report
    • Adding a SQL Object
    • Adding SQL to the SQL Object
    • Putting Variables Back Into the SQL
      • Adding Prompts
    • Completing Report Development
    • Creating an Entry in the CQS File
      • Adding a Model Query Subject
      • Specifying Relationships
      • Creating Calculations
      • Using Parameter Maps to Create Expressions at Run-Time
    • Regenerating the Framework
    • Replacing SQL Object References with CQS References
      • Editing the Report Text File
      • Removing a SQL Object
  • SQL Coding Guidelines
    • Naming Conventions
    • SELECT Clause
    • FROM Clause
    • WHERE Clause
    • ORDER BY Clause
  • Model and Namespace Definitions
    • Framework models
  • Limitations and Workarounds
    • Equation Length Limitation
    • Localization Display Issues
    • Localization of Interactive capabilities
    • Error when grouping large string fields
    • RQP-DEF-0162 Illegal cardinality error when you run a report
  • Notices
• PDFs