diff --git a/docs/dcc-options.md b/docs/dcc-options.md index 520eb1d..e1ae088 100644 --- a/docs/dcc-options.md +++ b/docs/dcc-options.md @@ -13,6 +13,7 @@ Currently used scopes include: * DC * DC_CATALOG +* DC_EMAIL ## DC Scope @@ -31,11 +32,11 @@ By default, a maximum of 100 observations can be edited in the browser at one ti On SASjs Server and SAS9 Server types, at the end of each DC SAS request, a record is added to the [MPE_REQUESTS](/tables/mpe_requests) table. In some situations this can cause table locks. To prevent this issue from occuring, the `DC_REQUEST_LOGS` option can be set to `NO` (Default is `YES`). ### DC_RESTRICT_EDITRECORD -Setting YES will prevent the EDIT RECORD dialog appearing in the EDIT screen by removing the "Edit Row" option in the right click menu, and the "ADD RECORD" button in the bottom left. +Setting YES will prevent the EDIT RECORD dialog appearing in the EDIT screen by removing the "Edit Row" option in the right click menu, and the "ADD RECORD" button in the bottom left. Anything other than YES will mean that the modal _is_ available. -Default=NO +Default=NO ### DC_RESTRICT_VIEWER Set to YES to restrict the list of libraries and tables in VIEWER to only those explicitly set to VIEW in the MPE_SECURITY table. The default is NO (users can see all tables they already have permission to see). @@ -53,7 +54,7 @@ Default=SYSTEM. !!! note If you have clients in different geographies loading excel in local formats, you can also address this issue by ensuring the locale of the windows _user_ profile is not set to the default (eg `English (United States)`). When leaving the DC_LOCALE as SYSTEM, the locale settings in SAS are not added or modified. - + ## DC_CATALOG Scope ### DC_IGNORELIBS @@ -66,4 +67,36 @@ When running the [Refresh Data Catalog](/admin-services/#refresh-data-catalog) s Number of rows to return for each HISTORY page. Default - 100. Increasing this will increase for all users. Using very large numbers here can result in a sluggish page load time. If you need large amounts of HISTORY data, it is generally better to extract it directly from the [MPE_REVIEW](/tables/mpe_review/) table. +## DC_EMAIL Scope +This section allows more fine grained control over the email configuration. Be sure that `DC_EMAIL_ALERTS` is set to `YES` (above) for these to activate. + +![](img/mpe_config_dc_email.png) + +Embedded macro variables are resolved at runtime. + +### APPROVED_TEMPLATE + +Sent when a change is approved. Available variables: + + - ALERT_LIB: Library of table being edited + - ALERT_DS: table being edited + - FROM_USER: the user who made the approval + +### REJECTED_TEMPLATE + +Sent when a change is rejected. Available variables: + + - ALERT_LIB: Library of table being edited + - ALERT_DS: table being edited + - FROM_USER: the user who made the rejection + - REVIEW_REASON_TXT: The text provided by the user who made the rejection + + ### SUBMITTED_TEMPLATE + +Sent when a change is submitted. Available variables: + + - ALERT_LIB: Library of table being edited + - ALERT_DS: table being edited + - FROM_USER: the user who made the submission + - SUBMITTED_TXT: The text provided by the user who made the submission. \ No newline at end of file diff --git a/docs/emails.md b/docs/emails.md index 96c41fa..45390a3 100644 --- a/docs/emails.md +++ b/docs/emails.md @@ -1,5 +1,13 @@ -Data Controller for SAS® - Emails -==================== +--- +layout: article +title: Data Controller Emails +description: Set up email alerts in Data Controller +og_title: Data Controller for SAS® emails +og_image: /img/mpe_config_dc_email.png +--- + +# Data Controller for SAS® - Emails + ## Overview Data Controller enables email alerts for users when tables are: @@ -21,7 +29,7 @@ To switch it on, navigate to `DCXXXXXX.MPE_CONFIG` and set the value for `DC_EMA ![alerttable](img/mpe_alertconfig.png) !!! tip - If your Stored Process session does not have the email options configured, then the appropriate options statement must be invoked. These options may need to be done at startup, or in the configuration file. See [documentation](https://documentation.sas.com/?cdcId=pgmsascdc&cdcVersion=9.4_3.4&docsetId=lrcon&docsetTarget=n05iwqtqxzvtvun1eyw11nrd9i9r.htm&locale=en) + If your SAS 9 Stored Process or Viya Compute session does not have the email options configured, then the appropriate options statement must be invoked. These options may need to be done at startup, or in the configuration file. See [documentation](https://documentation.sas.com/?cdcId=pgmsascdc&cdcVersion=9.4_3.4&docsetId=lrcon&docsetTarget=n05iwqtqxzvtvun1eyw11nrd9i9r.htm&locale=en) ## Configuration The `DCXXXXXX.MPE_ALERTS` table must be updated with the following attributes: @@ -31,4 +39,10 @@ The `DCXXXXXX.MPE_ALERTS` table must be updated with the following attributes: * ALERT_DS - either `*ALL*` or the dataset name to be alerted on * ALERT_USER - the metadata name (not displayname) of the user to be alerted -If your site does not put emails in metadata, then the user emails must instead be entered in `DCXXXXXX.MPE_EMAILS`. \ No newline at end of file +If your site does not put emails in metadata (or have them available in the Viya identities service), then the user emails must instead be entered in `DCXXXXXX.MPE_EMAILS`. + +## Templates + +The wording of the emails can be easily modified by updating the template in the [MPE_CONFIG](/tables/mpe_config) table. + +More information can be found in the [options configuration](https://docs.datacontroller.io/dcc-options/#dc_email-scope) page. \ No newline at end of file diff --git a/docs/img/mpe_config_dc_email.png b/docs/img/mpe_config_dc_email.png new file mode 100644 index 0000000..7cbe185 Binary files /dev/null and b/docs/img/mpe_config_dc_email.png differ diff --git a/docs/img/mpe_emails.png b/docs/img/mpe_emails.png new file mode 100644 index 0000000..fec5a2f Binary files /dev/null and b/docs/img/mpe_emails.png differ diff --git a/docs/tables/mpe_emails.md b/docs/tables/mpe_emails.md new file mode 100644 index 0000000..ed08532 --- /dev/null +++ b/docs/tables/mpe_emails.md @@ -0,0 +1,23 @@ +--- +layout: article +title: MPE_EMAILS +description: The MPE_EMAILS table is used to map email addresses to individual users +og_title: MPE_EMAILS Table Documentation +og_image: /img/mpe_emails.png +--- + +# MPE_EMAILS + +The MPE_EMAILS table maps emails to user ids. This is helpful in situations where the email address is not automatically available (eg in SAS metadata or the Viya identities service) + +![submits](../img/mpe_emails.png) + +The table is SCD2 controlled for ease of rollback and version management. + +## Columns + + - 🔑 `TX_FROM num`: SCD2 open datetime + - 🔑 `USER_NAME char(50)`: The system name of the user + - `USER_DISPLAYNAME char(100)`: The name by which the user should be addressed + - `USER_EMAIL char(100)`: The email address of the user + - `TX_TO num`: SCD2 close datetime