Infor Approva Rule Conversion Utility User's Guide

Infor Approva Rule Conversion Utility
User's Guide
Copyright 2015 Infor
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Publication Information
Release: Infor Approva 10.0.2.3
Publication date: March 1, 2015
Contents
Contents
About this guide..............................................................................................................5

Contacting Infor.........................................................................................................................................5
Chapter 1: What is Rule Conversion Utility..................................................................7

Insights supported.....................................................................................................................................7
Chapter 2: Install and use Rule Conversion Utility......................................................9

Prerequisites..............................................................................................................................................9
General requirements................................................................................................................................9
Installing the utility...................................................................................................................................10
Using the utility........................................................................................................................................10
Converting from Excel to XML.............................................................................................................10
Converting from XML to Excel.............................................................................................................11
Chapter 3: The Excel Templates..................................................................................13

Rules templates.......................................................................................................................................13
SAP......................................................................................................................................................13
Oracle...................................................................................................................................................20
PeopleSoft............................................................................................................................................28
Parameter Library template.....................................................................................................................35
Infor Approva Rule Conversion Utility User's Guide | 3

Contents
4 | Infor Approva Rule Conversion Utility User's Guide

About this guide
This guide explains the features and functionality of the Continuous Monitoring Rule Conversion Utility
10.0.2.3.
Contacting Infor
If you have questions about Infor products, go to the Infor Xtreme Support portal at http://www.infor.
com/inforxtreme.
If we update this document after the product release, we will post the new version on this Web site.
We recommend that you check this Web site periodically for updated documentation.
If you have comments about Infor documentation, contact documentation@infor.com.

About this guide
6 | About this guide

What is Rule Conversion Utility
1
The Rule Conversion Utility facilitates building and editing Authorizations Insights rules and Parameter
Lists outside in Continuous Monitoring.
The utility offers Continuous Monitoring users an alternate means for managing their rule books. It also
enhances rule editing capability in situations where you have created complex rules with many conditions
and find the online interface to be slow, or you need to create or modify rules while not connected to
the Continuous Monitoring server. Continuous Monitoring ensures that rules are only modified or created
by users having the appropriate roles within Continuous Monitoring, so the integrity of your rule books
remains intact.
The utility enables you to:
Convert Continuous Monitoring rules from an Excel spreadsheet to XML (the Continuous Monitoring
standard format) and the reverse.
Convert Parameter Lists from an Excel spreadsheet to XML (the Continuous Monitoring standard
format) and the reverse.
The utility also provides templates to build rules and parameter library using spreadsheets.
Insights supported
Rule Conversion Utility supports sensitive or conflicts rule types for these Insights:
Authorizations Insight for SAP
Authorizations Insight for Oracle
Authorizations Insight for PeopleSoft HRMS
Authorizations Insight for PeopleSoft FISCM

What is Rule Conversion Utility

Install and use Rule Conversion Utility
2
This section describes the procedure to set up, execute, and use Rule Conversion Utility, and the
prerequisites for installation.
"Prerequisites" on page 9
"Installing the utility" on page 10
"Using the utility" on page 10
Prerequisites
Before installing the utility, confirm that these components are installed on your server:
.NET framework 4.5.1
Microsoft Excel 2003 or 2007 or 2010
General requirements
REQUIREMENT VERSION
Operating System Windows Vista 64-bit
Windows 2008 R2 64-bit
Windows 2008 R2, Service Pack 1 64-bit
Windows XP 64-bit
Windows 7 64-bit
Windows 7, Service Pack 1 64-bit
Windows 8
. NET Framework V4.5.1

Installing the utility

To install the Rule Conversion Utility:
1 Copy the folder containing the Rule Conversion Utility Installer files to your local machine.
2 Click setup.exe. The Welcome screen is displayed.
3 Click Next to select your installation folder. The Folder field displays the location where the utility
will be installed. The default location is C:\Program Files\Approva\RuleConversionUtility
. Click Browse to select a different location.
If you are installing on a 64-bit machine, the default location is C:\Program Files (x86)\
Approva\RuleConversionUtility.
4 Select whether everyone or only you will be using the utility.
1 Click Next to continue. The Confirm Installation screen is displayed.
2 Click Next to begin installation. The screen displays the installation progress. When installation is
complete, the Installation Complete screen is displayed.
3 Click Close to exit the wizard.
Note: The installation files and the pre-defined templates are stored at the default location: [Install
Path]/Approva/RuleConversionUtility/bin/Templates
Using the utility

This section explains these procedures:
"Converting Excel files to XML" on page 10
"Converting XML files to Excel" on page 11
Converting from Excel to XML

This section guides you to convert Excel files for rule books, rules or Parameter Lists to XML.
To convert from Excel to XML:
1 Double-click BRRuleConverter.exe. The Continuous Monitoring Rule Conversion Utility screen is
displayed. The option Convert from Excel to XML is selected by default.
2 In the Application Type field, select the desired ERP application from the drop-down list.
3 Specify the Excel file to be converted to XML. Click the browse icon to locate the file.
4 Specify a directory path to store the new XML file. Click the browse icon to locate the path.
Important: The field Specify name for the converted file is disabled while converting an Excel
file to an XML file.

5 Click Convert. The utility converts the Excel file to an XML file and stores it at the specified location.
A message box displays the result of the conversion. The converted output XML file is stamped with
date and time. Any exceptions or errors encountered during the conversion are logged in a log file
located at the output directory path specified. A log file named BRXLToXML is created at the same
location as that of the output file.
6 Click Exit to close the utility and view the converted file at the specified output location.
Note: Click View Rules Template or View Parameter Library Template to view the pre-defined Excel
templates shipped with the utility.
Important: Before uploading the final XML file into Continuous Monitoring, ensure that an extraction
has been performed for the Authorizations Insight used for rule building. Unless data from the application
is available in Continuous Monitoring, you cannot add new objects to a rule or create a new rule.
Converting from XML to Excel

To convert from XML to Excel:
1 Double-click the BRRuleConverter.exe. The Continuous Monitoring Rule Conversion Utility screen
is displayed.
2 Select the option Convert from XML to Excel.
3 In the Application Type field, select the desired application from the drop-down list.
4 Select the option Convert from XML to Excel.
5 Specify the XML file you want to convert to Excel. Click the browse icon to locate the file.
6 Specify a directory path to store the new Excel file. Click the browse icon to locate the path.
7 Provide a name for the output Excel file. If no file name is specified, the utility will create the output
file with the name Continuous Monitoring RuleBook Rules.xlsx for Microsoft Office 2008 and above.
For Microsoft Office 2003, the utility creates the output file with the name Continuous Monitoring
RuleBook Rules.xls appended with a time stamp for the rule book Excel file and the parameter list
or the parameter library Excel file.
A log file named BRXMLToXL.log will be created at the output path. If the file already exists, it will
be appended. The names of the input and output files are logged to the log file.
8 Click Convert. A message box confirms the conversion. Any exceptions or errors encountered
during the conversion are logged in a log file located at the output directory path specified.
9 Click Exit to close the application and view the converted file at the specified output location.
Note: Click View Rules Template or View Parameter Library Template to view the pre-defined Excel
templates shipped with the utility.


The Excel Templates
3
The Rule Conversion Utility provides pre-defined Excel templates that you can use to create or edit
rules and parameter lists outside of Continuous Monitoring. All the columns in the Excel file templates
are mandatory. Some columns also require default values so that the spreadsheet is compatible with
the Continuous Monitoring user interface:
The pre-defined excel templates are:
"Rules templates" on page 13
"Parameter library templates" on page 35
Rules templates
This section lists the details required for the pre-defined rules template, for these ERP applications:
"SAP" on page 13
"Oracle" on page 20
"PeopleSoft" on page 28
Note: The check-boxes Exclude rule book from analysis and save excluded exceptions on the
Rule Book Details page are not supported by the utility. These check-boxes must be selected manually
from the Rule Conversion Utility user interface.
Information such as created by, created on, modified by and modified on contained in the History tab
on the Rule Details page are not supported by the utility.
SAP
This section provides description about:
"Default value columns for the rules template" on page 14
"Values for the attribute operators in the Exclusion worksheet" on page 19
"Values for the attribute names in the Exclusion worksheet" on page 19

The Excel Templates
"Supported values for rule types" on page 20
Default value columns for rules template

Worksheet Field Optional Default value
RuleBook Rule Book Name No
Description Yes
Expiry No Never Expires
ExpirationDate No: If the Expiry column
has the value Expires.
Status No Enabled
CreatedBy Yes The logged in User
in Continuous Moni-
toring who is a cre-
ator.
CreatedOn Yes Default date picked
up from Continuous
Monitoring.
LastUpdatedOn Yes Current Date
Continuous Monitoring In- Yes: Enter '1' for Autho-
sights rizations Insight and '2'
for Process Insight.
Note: Ensure that you do not
make any changes to the
template files and that you
maintain a default value of -1.
LockStatus No Unlocked
ConnectionId Yes -1
ConnectionName Yes All
RBAdditionalInfo RuleBookName No
RBO/BPO No
ProfileName No
Note: If this mandatory field
is empty, the signed-in user
will be considered the rule
book owner.
FirstName Yes
LastName Yes

The Excel Templates

Additional Status Yes
Supporting Documentation Yes
Name
Supporting Documentation No, if supporting docu-
Link mentation name is provid-
ed.
Rule Book Actions Rule Book Name Yes
Action ID Yes
Name Yes
Description Yes
Additional Info Schema Yes
Note: This field is hidden
in the template and must
be edited by advanced
users only. Values en-
tered in this field must be
well formed XML strings.
Additional Info Yes

Rules RuleBookName No
RuleName No
Type No
Description Yes
ControlObjectives Yes
Documentation Yes
has the alue hasexpira-
tiondate.
Priority Yes Informational
Status Yes Enabled

The Excel Templates

RuleAdditionalInfo RuleBookName No
RuleName No
Rule Owner/Rule BPO Yes
Profile Name Yes
First Name No
Note: If this field is empty, the
signed-in user will be consid-
ered the rule book owner.
Last Name Yes


Category Yes
Control Number Yes
Parameter List Yes
Name
Supporting Documentation No, if supporting docu-
Link mentation name is provid-
ed.
Rule Actions Rule Actions Yes
Rulebook Name Yes
Rule Name Yes
Action ID Yes
Name Yes
Description Yes
Rule Details RuleBook Name No
Rule Name No
ALL/ANY No Any
Note: For more details on how
these operators function while
creating a rule, refer to the re-

The Excel Templates

spective Authorizations Insight
User Guides.
Side No
TxnObjects Yes
TxnObjectDescription Yes
Sequence Yes
Note: In case of multiple excel
rule books, the output files can
be zipped and uploaded to
Continuous Monitoring.
AuthObject Yes
Appl No SAP
Note: In case of multiple excel
rule books, the output files can
be zipped and uploaded to
Continuous Monitoring.
AuthObj Description Yes

Attribute Name Yes
Attribute Description Yes
Attribute Operator Yes
Attribute Value Yes
Attribute Value Description Yes
Treat * as a Literal No No
Treat Attribute value as a Pa- No No
rameter
Exclusions RuleBookName No
Rule Name No
Users Yes
Roles Yes
Display Name Yes
Note: The display name in-
cludes the attribute name, op-
erator and attribute value.
Attribute Name Yes

The Excel Templates

Operator Yes
Attribute Value Yes
Role Parameter Yes
User Parameter Yes
Attribute Parameter Yes
Parameter Attribute Name Yes
Parameter Operator Yes
Parameter Attribute Value Yes
Parameter Name Yes
Documentation
CCs Yes
ParameterID Yes
ParameterValue Yes
ParameterListName Yes
ParameterListID Yes
Compensating Con- Rulebook Name No
trols
Rule Name No
CCs Yes
Control Text Yes
Status Yes
Valid From Yes
Expiration Flag Yes
Expiration Date Yes
Last Updated By Yes
Last Updated On Yes
Created By Yes
Created On Yes
Param List ID Yes
Param List Name Yes
Assignment Expiry Yes

The Excel Templates

Keywords Rule Name No
Name No
Description Yes
Note: The highlighted fields have restricted values.
Values for attribute operators

Attribute operators on Possible values expected in Rule Conversion Utility
the Continuous
Monitoring UI
Containing contains or CN
Not Containing notcontains or NCN
Equal To quals or EQ
Not Equal To notequals or NEQ
Starting With startswith or SW
Not Starting With doesnotstartwith or NSW
Ending with endswith or EW
Not Ending with doesnotendwith or NSW
Values for attribute names

Attribute names on the Possible values expected in Rule Conversion Utility
Continuous Monitoring
UI
User Type UserType
Full Name FullName
First Name FirstName
Last Name LastName
Email Email
User ID UserID
Telephone Number TelephoneNumber
Group Group

The Excel Templates
Supported values for rule types

Rule name on Continuous Possible values expected in Rule Conversion Utility
Monitoring UI
Authorization Conflicts Authorization Conflicts
Transaction Conflicts Transaction Conflicts
Sensitive Authorizations Sensitive Authorizations
Sensitive Transactions Sensitive Transactions
Oracle
"Default value columns for rules templates" on page 20
"Values for the attribute operators in the Exclusion worksheet" on page 27
"Values for the attribute names in the Exclusion worksheet" on page 27
Default value columns for rule books

Sheet Field Optional Default value
RuleBook RuleBookName No
Description Yes
has the value 'Expires'.
Status No Enabled
CreatedBy Yes The logged in user in
who is a rule book creator.
CreatedOn Yes Default date picked up
from .Continuous Monitor-
ing

The Excel Templates

Continuous Monitoring Yes: Enter '1' for Autho-
Insights. rizations Insight and '2'
Note: Ensure that you
do not make any
changes to the template
files and that you main-
tain a default value of -1.
ConnectionId Yes -1
ConnectionName Yes All
Rule Owner/Rule BPO No
ProfileName No
Note: If this mandatory
field is empty, the
signed-in user will be
considered the rule book
owner.
FirstName Yes
LastName Yes
Supporting documenta- Yes
tion name
Supporting documenta- No, if Supporting docu-
tion link mentation name is pro-
vided.
Rule Book Actions Rulebook Name Yes
Action ID Yes
Name Yes
Description Yes
Note: This field is hid-
den in the template and
must be edited by ad-
vanced users only. Val-
ues entered in this field

The Excel Templates

must be well formed
XML strings.
Additional Info Yes

Note: This field is hid-
den in the template and
must be edited by ad-
vanced users only. Val-
ues entered in this field
must be well formed
XML strings.
RuleName No
Type No
Description Yes
Documentation Yes
has the value hasexpira-
tiondate.
Status Yes Enabled
RuleName No
RBO/BPO Yes
Profile Name Yes
FirstName No
Note: If this field is
empty, the signed-in us-
er will be considered the
rule book owner.
Last Name Yes

Note: If this field is emp-
ty, the signed-in user will
be considered the rule
book owner.

The Excel Templates

Category Yes
Control Number Yes
Parameter List Yes
Supporting documenta- Yes
tion name
Supporting documenta- No, if supporting docu-
tion link mentation name is pro-
vided.
Rule Actions Rule Actions Yes
Rulebook Name Yes
Rule Name Yes
Action ID Yes
Name Yes
Description Yes
RuleDetails RuleBook Name No
Rule Name No
ALL/ANY No Any
Note: For more details
on how these operators
function while creating a
rule, refer to the respec-
tive Authorizations In-
sight User Guideg.
Side No LHS
Responsibility Object Yes
Responsibility Descrip- Yes
tion
Responsibility Friendly Yes
Name
Responsibility Applica- Yes
tion Name
Responsibility Operating Yes
Unit.

The Excel Templates

Responsibility Set of Yes
Books
Menu Operator Yes
Menu Prompt Name Yes
Menu Prompt Operator Yes
Menu Objects Yes
Menu Description Yes
Menu Friendly Name Yes
Function Operator Yes
Function Prompt Opera- Yes
tor
Function Objects Yes
Function Friendly Name Yes
Function Type Yes
Function Form Name Yes
Function Parameters Yes
Function Prompt Name Yes
Read-Only Functions Yes
Sub Function Name Yes
Sub Function Friendly Yes
Name
Sub Function Type Yes
Sub Function Form Yes
Name
Sub Function Parame- Yes
ters
Sub Function Prompt Yes
Name
Read-Only Sub-Func- Yes
tions
Sub Function Operator Yes
Sub Function Prompt Yes
Operator

The Excel Templates

Concurrent Program Yes
Objects
Concurrent Program Yes
Friendly Name
Concurrent Program De- Yes
scription
Concurrent Program Ap- Yes
plication Name
Profile Option Operator No ANY
Profile Option Name Yes
Profile Option Friendly Yes
Name
Profile Option Descrip- Yes
tion
Profile Option Value Op- Yes
erator
Profile Option Value No, if Profile Option
Value Name is provid-
ed.
Treat Option Value as No NO
Parameter
Rule Name No
Users Yes
Responsibility Yes
Display Name Yes
Attribute Name Yes
Expiration Date Yes
Operator Yes
Attribute Value Yes
Responsibility Parameter Yes
User Parameter Yes
Parameter Attribute- Yes
Name

The Excel Templates

Parameter Attribute Val- Yes
ue
Parameter Name Yes
Documentation Yes
CCs Yes
ParameterID Yes
ParameterValue Yes
ParameterListID Yes
Compensating Controls Rulebook Name No
Rule Name No
CCs Yes
Control Text Yes
Status Yes
Valid From Yes
Expiration Flag Yes
Expiration Date Yes
Last Updated by Yes
Last Updated on Yes
Created By Yes
Created On Yes
Param List ID Yes
Param List Name Yes
Keywords Rule name No
Name No
Description Yes
Note: The highlighted fields have restricted values

The Excel Templates

the Continuous
Monitoring UI
Equal To equals or EQ
Greater Than greaterthan
Greater than Equal to greaterthanequalto
Less than Equal to lessthanequalto
Less Than lessthan
Values for the attribute names

UI
User Type User Type
Full Name FullName
Last Name LastName
Email Email
User ID UserID
Group Group

The Excel Templates
Supported values for rule types

Rule name on the Continuous Possible values expected in Rule Conversion Utility
Monitoring UI
Oracle Sensitive Responsibility Oracle Sensitive Responsibility
Oracle Sensitive Menu Oracle Sensitive Menu
Oracle Sensitive Function Oracle Sensitive Function
Oracle Responsibility Conflicts Oracle Responsibility Conflicts
Oracle Menu Conflicts Oracle Menu Conflicts
Oracle Function Conflicts Oracle Function Conflicts
Oracle Concurrent Program Con- Oracle Concurrent Program Conflicts
flicts
PeopleSoft
"Default value columns for rules templates" on page 28
"Values for the Attribute Operators in the Exclusion worksheet" on page 34
"Values for the Attribute Names in the Exclusion worksheet" on page 34
Default value columns for rule books

Rule Book Rule Book Name No
Description Yes
has the value 'Expires'.
Status No Enabled
CreatedBy Yes The logged in user
in Continuous Moni-
toring who is a rule
book creator.

The Excel Templates

CreatedOn Yes Default date picked
from Continuous
Monitoring.
BizRightsInsights Yes. Enter '1' for Autho- 1
rizations Insight and '2'
Note: Ensure that you do not
make any changes to the tem-
plate files and that you main-
tain a default value of -1.
ConnectionId Yes -1
ConnectionName Yes all
RuleName No
Rule Owner / Rule BPO Yes
Profile Name Yes
Note: If this mandatory field is
empty, the signed-in user will
be considered the rule book
owner.
First Name No
Last Name Yes
Category Yes
Control Number Yes
Parameter List Yes
Supporting documentation Yes
name
Supporting documentation link No, if supporting docu-
mentation name is provid-
ed.
Rule Book Actions Rulebook Name Yes
Action ID Yes
Name Yes

The Excel Templates

Description Yes
Additional Info Yes

RuleName No
Type No
Description Yes
Documentation Yes
ExpirationDate No. If the Expiry column
has the value hasexpira-
tiondate.
Status Yes Enabled
RuleName No
Rule Owner/ Rule BPO Yes
Profile Name Yes
First Name NO

The Excel Templates

Last Name Yes

Category Yes
Control Number Yes
Parameter list Yes
Name
Supporting Documentation No, if Supporting Docu-
Link mentation Name is pro-
vided.
RuleDetails RuleBook Name No
Rule Name No
ANY/ALL No
Note: For details on how these
operators function while creat-
ing a rule, refer to the respec-
tive Authorizations Insight Us-
ers Guide.
Side No
Menu Name Yes
Menu Description Yes
Menu Group Yes
Component Operator Yes
Component Name Yes
Component Description Yes
Page Operator Yes
Page Name Yes
Page Description Yes
Display-Only Pages Yes
Authorized Action Operator Yes
AuthorizedActionName Yes

The Excel Templates

Action Value Yes
Permissionlist Name Yes
Permissionlist desc Yes
Role Name Yes
Role Description Yes
Role Type Yes
Rule Name No
Users Yes
Roles Yes
PermissionList Yes
Display Name Yes
Attribute Name Yes
Operator Yes
Attribute Value Yes
Role Parameter Yes
User Parameter Yes
Permission Parameter Yes
Parameter Attribute Name Yes
Parameter Attribute Value Yes
Parameter Name Yes
Documentation Yes
CCs Yes
ParameterID Yes
ParameterValue Yes
ParameterListID Yes
Compensating Con- Rulebook Name No
trols

The Excel Templates

Rule Name No
CCs Yes
Control Text Yes
Status Yes
Valid From Yes
Expiration Flag Yes
Expiration Date Yes
Last Updated By Yes
Last Updated On Yes
Created By Yes
Created On Yes
Param List ID Yes
Param List Name Yes
Keywords Rule Name No
Name No
Description Yes
Note: The highlighted fields have restricted values.
Supported values for Rule types

RULE NAME ON CONTINUOUS POSSIBLE VALUES EXPECTED IN RULE CONVERSION
MONITORING UI UTILITY
PeopleSoft FI - Menu Conflicts PeopleSoft FI - Menu Conflicts
PeopleSoft FI - Page Conflicts PeopleSoft FI - Page Conflicts
PeopleSoft FI - Permission List PeopleSoft FI - Permission List Conflicts
Conflicts
PeopleSoft FI - Role Conflicts PeopleSoft FI - Role Conflicts
PeopleSoft FI - Sensitive Menus PeopleSoft FI - Sensitive Menus
PeopleSoft FI - Sensitive Pages PeopleSoft FI - Sensitive Pages
PeopleSoft FI - Sensitive Permis- PeopleSoft FI - Sensitive Permission Lists
sion Lists

The Excel Templates
RULE NAME ON CONTINUOUS POSSIBLE VALUES EXPECTED IN RULE CONVERSION

MONITORING UI UTILITY
PeopleSoft HR - Menu Conflicts PeopleSoft HR - Menu Conflicts
PeopleSoft HR - Page Conflicts PeopleSoft HR - Page Conflicts
PeopleSoft HR - Permission List PeopleSoft HR - Permission List Conflicts
Conflicts
PeopleSoft HR - Role Conflicts PeopleSoft HR - Role Conflicts
PeopleSoft HR - Sensitive Menus PeopleSoft HR - Sensitive Menus
PeopleSoft HR - Sensitive Pages PeopleSoft HR - Sensitive Pages
PeopleSoft HR - Sensitive Permis- PeopleSoft HR - Sensitive Permission Lists
sion Lists
Values for the attribute names

Continuous Monitoring UI
User Type UserType
Full Name FullName
Last Name LastName
Email Email
User ID UserID
Group Group

the Continuous
Monitoring UI
Equal To equals or EQ

The Excel Templates

the Continuous
Monitoring UI
Not Ending with doesnotendwith or NSW
Greater Than greaterthan
Greater than Equal to greaterthanequalto
Less than Equal to lessthanequalto
Less Than lessthan
Parameter Library template

This section lists the default values for the columns in the Parameter Library template. The Parameter
Library template is common for all the Insights supported by the Rule Conversion Utility.
Default value columns for the Parameter Lists template

Parameter List Parameter List/Library Name No
Description Yes
Category No List/Library
Owners Parameter List/Library Name No
Owner No Administrator
Supporting documentation Yes
name
Supporting documentation link No, if supporting docu-
mentation name is
provided.
Parameters Parameter List/Library Name No
Parameter Name No
Description Yes
Technical Name No
Technical Description Yes

The Excel Templates

DataType No SystemString
Allow Multiple Values No No
Parameter FQN Yes Appro-
va.RuleEngine.Null
ParameterValues Parameter List/Library Name No
Value No
Value Description No
Treat * as a Literal No No
Keywords Parameter List/Library Name Yes
Name Yes
Description Yes
Note: For more information on the mandatory and required fields, refer to the Values Help worksheet;
on the pre-defined excel templates.
Note: In case of multiple rule books or multiple Parameter Lists, the output files can be zipped and
uploaded to Continuous Monitoring.

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About this guide..............................................................................................................5

Chapter 1: What is Rule Conversion Utility..................................................................7

Chapter 2: Install and use Rule Conversion Utility......................................................9

Chapter 3: The Excel Templates..................................................................................13

Infor Approva Rule Conversion Utility User's Guide | 3

4 | Infor Approva Rule Conversion Utility User's Guide

Infor Approva Rule Conversion Utility User's Guide | 5

6 | About this guide

Infor Approva Rule Conversion Utility User's Guide | 7

8 | Infor Approva Rule Conversion Utility User's Guide

Infor Approva Rule Conversion Utility User's Guide | 9

Installing the utility

Using the utility

Converting from Excel to XML

10 | Infor Approva Rule Conversion Utility User's Guide

Converting from XML to Excel

Infor Approva Rule Conversion Utility User's Guide | 11

12 | Infor Approva Rule Conversion Utility User's Guide

Infor Approva Rule Conversion Utility User's Guide | 13

"Supported values for rule types" on page 20

Default value columns for rules template

14 | Infor Approva Rule Conversion Utility User's Guide

Worksheet Field Optional Default value

Additional Info Yes

Infor Approva Rule Conversion Utility User's Guide | 15

Worksheet Field Optional Default value

Last Name Yes

Additional Status Yes

16 | Infor Approva Rule Conversion Utility User's Guide

Worksheet Field Optional Default value

AuthObj Description Yes

Attribute Name Yes

Infor Approva Rule Conversion Utility User's Guide | 17

Worksheet Field Optional Default value

18 | Infor Approva Rule Conversion Utility User's Guide

Worksheet Field Optional Default value

Note: The highlighted fields have restricted values.

Values for attribute operators

Values for attribute names

Infor Approva Rule Conversion Utility User's Guide | 19

Supported values for rule types

Default value columns for rule books

20 | Infor Approva Rule Conversion Utility User's Guide

Sheet Field Optional Default value

Infor Approva Rule Conversion Utility User's Guide | 21

Sheet Field Optional Default value

Additional Info Yes

Last Name Yes

22 | Infor Approva Rule Conversion Utility User's Guide

Sheet Field Optional Default value

Infor Approva Rule Conversion Utility User's Guide | 23

Sheet Field Optional Default value

24 | Infor Approva Rule Conversion Utility User's Guide

Sheet Field Optional Default value

Infor Approva Rule Conversion Utility User's Guide | 25

Sheet Field Optional Default value

Note: The highlighted fields have restricted values

26 | Infor Approva Rule Conversion Utility User's Guide

Values for attribute operators

Values for the attribute names

Infor Approva Rule Conversion Utility User's Guide | 27

Supported values for rule types

Default value columns for rule books

Infor Approva Rule Conversion Utility User's Guide

Infor Approva Rule Conversion Utility User's Guide