Creating Query Based Collections

Query Based Collections (SetGroups) are logical groupings of Sets bundled together with a friendly name for resource management, such as "Helpdesk Technicians" or "High Security SharePoint Documents." Membership within a Query-Based Collection is dynamic, with objects being added to, and removed from, each Query-Based Collection at each compilation of the Set Compiler Job.

To initiate creating Query-Based Collections, users must have the Initiator Access Level for the ProvisionSetGroup workflow. To create Sets, users need to have an Access Level assignment with the Create operation enabled for the Query-Based Collection (SetGroup) resource type. This operation is enabled by default for users with the All Access (EmpowerID Admin) Access Level, which is included with the All Access and or the EmpowerID Configuration Manager Management Roles. If a user has access to run the workflow but not create the Set, EmpowerID routes the request to users with the needed Access Level or role.
Prerequisites: For EmpowerID to compile sets, the Set Compiler Job must be enabled on at least one EmpowerID Server hosting the Worker Role service.

  • To enable the Set Compiler Job
    1. Log in to the EmpowerID Management Console as an administrative user.
    2. Navigate to the EmpowerID Server and Roles node in Configuration Manager.
    3. From the EmpowerID Server and Roles node, locate the Set Compiler Job in the Configuration Manager and tick the Job checkbox on one of the EmpowerID servers hosting the Worker Role service.

To create a Query-Based Collection

  1. From the Navigation Sidebar of the EmpowerID Web application, navigate to the Query-Based Collections management page by expanding Identities and clicking Query-Based Collections (SetGroup).
  2. From the Query-Based Collections management page, click the Actions tab and then click Create a Query-Based Collection (SetGroup).
  3. In the Create Query-Based Collection form that appears, do the following:
    1. Type a name, display name and description for the Query-Based Collection in the Name, Display Name and Description fields, respectively.
    2. Tick Is a collection of person objects if the Collection is a collection of people (the default).
    3. Click Submit
  4. Click OK to close the Operation Execution Summary.
  5. In the Select Queries lookup that appears, you can do one of two things: You can click Skip if you have yet to create the Set or do not yet wish to add one. Or, you can search for and select the appropriate set, as shown by the below image. When selecting the Set, tick the box for the Set record to select it.
  6. You do not need to add a Set to the Query-Based Collection at the time you create it. However, you must add a Set to the Collection before the Collection can be used. If you do not add a Set, the Collection will contain no objects.
  7. Search for the Set that is to be added to the Collection and then tick the box for the record to select it.
  8. Click Submit and then OK to close the Operation Execution Summary.