This guide provides information about using OLE system administration functions available via the user interface. Users with proper authorization are able to perform powerful functions that affect the entire system. These functions, which are accessible via the Admin menu tab, allow you to:
Support the Kuali Identity Management (KIM) module and implement security based on accounting line attributes
Define basic types of location and reference information
Control the running of batch jobs
Support the Kuali Enterprise Workflow (KEW) module and
Enable authorized users to perform a variety of other functional and technical activities.
Note
Only members of OLE-SYS Manager and KR-SYS Technical Administrator roles may initiate most documents in the Admin Menu. Other users may look up values from the lookup screens but may not be able to access other options at all.
This guide is organized to follow the layout of the Admin tab. Please note that some submenus are not covered in this guide.
System provides access to KIM identy (roles and permissions) and locations, as well as identy management references (maintenance documents associated with KIM identities).
Location provides access to creating and maintaining locations and location levels for the maintenance of library records.
Batch allows users to upload files used by various OLE batch jobs, run batch jobs and see files generated by those jobs for Financial Processing, General Ledger, and System processes.
Batch Framework submenu allows users to perform a variety of functional and technical activities that process cataloging records in batch.
Kuali OLE Modules submenu allows you to perform a variety of functional and technical activities that affect the entire system. This includes uploading XML and People Flow rules to modify workflows. Users may also access the Staff Upload interface.
KRMS Rules provides access to agendas, context, attribution, term and category lookups.
Global Configuration Settings provide access to administering export and global import services.
Configuration provides access to high level configuration options. Users may modify workflows and parameters for OLE.
Monitoring provides access to the Kuali Service Bus and additional workflow documentation.
These sections are divided into subsections covering individual functions in the menu grouping. For each function, the applicable subsection presents a breadcrumb trail showing you how to access the function, information about the layout of and fields on the applicable screen(s), and where appropriate, additional information to help you use the screen(s).
Note
In order to work efficiently, you need to understand the basics of the OLE’s user interface. For information and instructions about logging on and off, navigating, understanding the components of screens, and performing basic operations in the screens, see the OLE Basic Functionality and Key Concepts.
This guide as well as guides to other OLE modules are available for download from the OLE Documentation Portal.
Tip
Bookmark any page within OLE. This will allow you to easily navigate back to an interface or e-doc in one click, just log in.
