Creating Query Trees


Concept


Steps:

  1. Begin by navigating to the Query Access Manager page.

     

    Click the PeopleTools link.

    Step 1
  2. Click the Security link.

    Step 2
  3. Click the Query Access Manager link.

    Step 3
  4. Use the Query Access Manager search page to create query trees or search for existing query trees.

    Step 4
  5. In this example, you will create a new query tree.

     

    Click the Create a New Tree link.

    Step 5
  6. Use the Tree Definition and Properties page to save a tree with a different name, effective date, and other properties. Also use this page to edit properties for an existing tree.

    Step 6
  7. Click in the Tree Name field.

    Step 7
  8. In this example, you will name the tree as TREE_DEMO.

     

    Enter the desired information into the Tree Name field. Enter

     a valid value
     e.g.
     "tree_demo"
    .

    Step 8
  9. The Structure ID is read-only and always reads ACCESS_GROUPS for Query access trees.

    Step 9
  10. The description appears with the name and effective date in the list box when you select from a list of trees.

     

    Enter the desired information into the Description field. Enter

     a valid value
     e.g.
     "tree demo"
    .

    Step 10
  11. In the Status list, select the status of the tree to be Active or Inactive.

     

    The status default is set to Active.

     

    An active tree can be used by other applications. An inactive tree cannot be used by the system.

    Step 11
  12. If necessary, use the Category field to add a category that is a grouping of the definitions.

    Step 12
  13. The Item Counts field shows the number of nodes within the access group.

    Step 13
  14. Click the OK button.

    Step 14
  15. Use the Enter Root Node for Tree page to select an existing Access Group using the Lookup Access Group control, or create a new one.

    Step 15
  16. Click the Look Up Access Group button.

    Step 16
  17. In this example, select the APPLICATION_MSG access group.

     

    Click an entry in the Access Group column.

    Step 17
  18. Click the Save button.

    Step 18
  19. When you create query trees, include all record components that you want users to be able to query in your query trees.

     

    You do not have to put all record components in the same query tree. Instead, you can use the sample query trees to provide access to the standard PeopleSoft record definitions, but create additional query trees for record definitions that you want to add while adapting your system.

    This strategy enables you to take advantage of the sample trees but avoid overwriting your changes during future application upgrades.

    Step 19
  20. How you organize the contents of your query trees depends on the needs of your organization and users. 

     

    To simplify the trees, you can create separate trees that contain subcategories of each function.

    Step 20
  21. When creating your tree, you should also have an access group that includes all components of the tree.

     

    This enables you to give users access to all tables more easily—you need only to add one row on the Access Groups page in Query Security.

    Step 21
  22. Click the Save link.

    Step 22

You have successfully reviewed the Creating Query Trees topic.

Table of Contents  Start Topic