Nova Current - User Guide

Settings

Service accounts for Nova

Overview

Nova is a modular solution. There are two types of service accounts that have different requirements for the process to run smoothly, and it is recommended that each module has a separate service account.

Details

To easily spot that an account is used by Nova, the service account should be named the same way.

We recommend that you should use the name of product followed by module NovaDPC.

NovaDPC

This is for a service account for the Management (DPC – Delegation & Policy Control) module to manage tenant data.

Details with requirements for this service account are detailed in this section.

Note

The service account names featured here are just recommendations. If a customer has a different naming policy, they should follow that policy instead.

Examples

NovaReporting@myTenant.myTopDomain

NovaDPC@myTenant.myTopDomain

Application settings menu

As a System Administrator, by clicking on the gears (settings) icon, and clicking Application Settings, this will give you a variety of system and reporting settings to configure different modules for Nova.

System Settings

Custom Branding

You can re-brand reports with your company logo if you desire. This logo will be displayed on reports in the Report Center, as well as printed and scheduled reports. To find out more, click here.

Reporting

General Settings

In General Settings, you can change the default currency for reports where currency is applicable.

Security Settings

Here, you have two options:

·Anonymize Data - Applicable to Virtual Business Boundaries, this setting allows you to anonymize personal details for each user.

·Collect Phone Numbers - this setting gives Nova permssion to store phone numbers to be available for reports.

SharePoint Settings

This allows you to add and remove site collections for SharePoint. To see more on this, click here.

Data Update

Data update allows you to update specific attributes on user accounts using defined rules. For more on this, see below.

Rule sets

Rule sets help segment your user/group data by five different properties; business units, billing codes, and three custom fields defined by the user. Each rule set can contain multiple rules to set the values for the segmented data.

Rule sets have the ability to run on a schedule that tailors to your needs. This ensures your users and groups are updated regularly with the appropriate metadata, keeping your segments up to date. You can also enable or disable a rule set, as well as an individual rule within a rule set.

Below is an example of how to segment your users by business unit based upon their primary domain:

1.Go to Application Settings > Reporting > Data Update

2.Click Add Rule Set

3.Enter the Rule Set name and description, and choose whether to instantly enable or disable the rule set. Then click Next.

4.Click Add Rule, and enter the name of the rule.

5.Select User Objects, then Add Filter Group.

6.Click Select Field, then in the Field Name Filter/Search box, enter Primary Domain, and select the field.

7.Enter the domain which you would like to apply the rule to.

8.On the drop down menu, select is equal to for the operator. Optionally, add extra filters to narrow the scope of your rule, for example departments and/or regions. Then click Next.

9.Click Add Field, then from the drop down menu, select Business Unit, and create the name of the business unit to apply the rule to, for example BU1.

10.If you have added additional filters, such as a region or department, we would recommend you add those following the value. For example, if you have applied a Sales filter, using the same example above, enter BU1_Sales. Then click Next.

11. Review the summary and ensure the details are correct. If you would like to run the rule now, click Run Now. Then click Save. This is now added to the rules section in the rule set. Click Next.

12. Enter when you would like the rule set to run. You can run it immediately, or schedule it for a specific time.

13. Choose whether to run the rule set only once, or in recurrence. Then click Next.

14. Revise the summary for your rule set, then click Finish.