Policies

Create a Transaction policy

1. Click the Apps menu, select an app, and click on the icon under Actions.
2. Click Configurations and then click the Policies tab.
3. Click Add Transaction Policy.
4. On the policy page, create your Transaction policy by specifying settings A – D, below.

Transaction policy settings

1. Policy information
   • Policy Name – Your name for the policy.
   • Server Type – Select the server type – Production or Non-production. The server type you select is associated with a specific connection name (the connection name appears after you select the server type).
   • Connection Name – Select the SAP server connection name.
   • Description – The description of your policy.
2. SAP Server Access information
   • Select Standard (daily), Weekly, or Monthly. If you select weekly or monthly, you can enter specific times and/or days for access.
   • SAP Server Access – Weekly access options
     • Time Zone – Select the time zone.
     • Day and Time – You can set a policy that applies to the whole week or you can create individual settings for each day.
     • Allowed Time – You can select All Day Access. Or you can specify a time period for the policy to apply using the ‘From/To’ option.
   • SAP Server Access – Monthly access options
     • Time Zone – Select the time zone.
     • Day and Time – You can set a policy to apply to the whole month or you can create individual settings for each day of the month.
     • All Months – The same policy will apply to every month.
     • Set Months Individually – You can specify days within each month when the policy will apply.
3. Transaction Access information
   • Transactions per Run – The number of transactions per run which are allowed by this policy.
   • Enable SAP Transactions – The SAP transactions allowed by this policy. You can use wildcards (*) with this setting. For example, you can specify FB01, MM* (for all MM transactions), VA01, etc.
   • Disable SAP Transactions – The SAP transactions which are not allowed by this policy. You can use wildcards (*) with this setting. For example, you can specify FB01, MM* (for all MM transactions), VA01, etc.
4. Add or Remove Users
   • To add a user to the policy, click the Users field and select a User from the list. Repeat to add multiple users.
   • To delete a user from the policy, click the X next to their name.
5. Click Submit to save the policy.

Create a Query policy

1. Click the Apps menu, select an app, and click on the icon under Actions.
2. Click Configurations and then click the Policies tab.
3. Click Add Query Policy.
4. On the policy page, create your Query policy by specifying settings A – D, below.
   1. Policy information
      • Policy Name – Your name for the policy.
      • Server Type – Select the server type – Production or Non-Production. The server type you select is associated with a specific connection name (the connection name appears after you select the server type).
      • Connection Name – Select the SAP server connection name.
      • Description – The description for your policy.
   2. SAP Server Access information
      • Select Standard (daily), Weekly, or Monthly. Clicking Weekly or Monthly will enable you to enter specific times and/or days for access.
      • SAP Server Access – Weekly access options.
        • Time Zone – Select time zone.
        • Days and Time – You can set the same policy for entire week or you can set the days individually.
        • Allowed Time – You can select All Day Access or using From and To option, you can specify the time for which policy will be applicable.
      • SAP Server Access - Monthly access options
        • Time Zone – Select time zone.
        • Days and Time – You can set the same policy for entire month or you can set the days of the month individually.
        • All Months – Same policy will be applicable to all months.
        • Set Months Individually – You can define the days for each month when the policy will be applicable.

   3. Table Access information

      • Max Records to Extract Per Run – The number of records which are allowed to be queried per run.
      • Enable SAP Tables – The SAP tables allowed by this policy. You can use wildcards (*) with this setting. For example, you can specify MARA, MA* (for all MA tables), etc.
      • Disable SAP Tables – The SAP tables which are not allowed by this policy. You can use wildcards (*) with this setting. For example, you can specify MARA, MA* (for all MA tables), etc.
   4. Under System Usage Level, select the system usage level. This describes the level of system resources consumed by a query during execution. On this page, you can define extraction settings for each system usage level.

      System Usage Levels	Description
      Low	The SAP system has low usage and there are sufficient available resources. Use this setting if you are comfortable with the Query using a high level of resources and returning a large data set. You can set the Query time-out to a high number and there can be an unlimited number of returned Query results. If you submit a Query marked with a high system usage level when the administrator has specified that only low system usage levels are allowed, the query file will not run.
      Medium	The SAP system has medium system usage level and requires moderate resources. Use this setting if you are comfortable with the Query using a moderate amount of resources and returning a large data set. You can set the Query time-out to a moderate number and there can be a high number of returned Query results.
      High	The SAP system has a high usage level and resources are constrained. Use this setting if you want to limit Query to a minimal amount of resources and to returning small data sets. The Query time-out and results can be set to a low number.

5. Add or remove Users
   • To add a user to the policy, click the Users field and select a User from the list. Repeat to add multiple users.
   • To delete a user from the policy, click the X next to their name.
6. Click Submit to save the policy.

Edit a policy

1. Click the Apps menu, select an app, and click the icon under Actions.
2. Click Configurations and then click the Policies tab.
3. From the policies table, select the policy you want to edit and click the Edit button.
4. On the policy page, change the policy settings as needed.

Delete a policy

1. Click the Apps menu, select an app and click on the icon under Actions.
2. Click Configurations and click the Policies tab.
3. From the policies table, select the policy you want to delete and click the Delete button.
4. When prompted to confirm the deletion, click Yes. The policy will be permanently deleted.