Personal Data Management : General Information
  

General Information

The Personal Data Management application can be used for two purposes:
Handle customer data - see “Handle Customer Information” .
Handle retention policies for Customer data - see “Handle Retention Policies for Customer Data” .

Access Rights

There are two access modules that give you access to the Personal Data Managment application:
With the Personal Data access module you only get access to the Handle customer functionality.
With the Personal Data Administration access module, you get access to both the Handle customer and the Handle retention policy functionality. Also, you can configure settings for the application, see “Settings” .

Before you Start

If you are using Orchestra 6.2 or Orchestra 7.0 and running Stat deployed on a separate server, or if you are using anything else than localhost as your Stat Server Address (see below), there are a few manual steps that you need to follow before using the Personal Data Management application:
1. In Orchestra, in the System Administration application, open the Parameters tab and locate the Statistics Settings parameters.
2. In the Stat Server Address and Stat Server Port fields, make sure that you have filled in the correct IP address or Fully Qualified Domain Name (FQDN) and port number for your Stat server.
3. Open the <orchestra_install_dir>\conf\stat.conf file, on the Stat server, and make sure that you have filled in the IP address or FQDN of the Central Orchestra server for the property stat.personaldata.ip.filter.
If High Availability (HA) is used, two (2) IP addresses or FQDN for the different Orchestra servers should be added!
 
Example 1:
stat.personaldata.ip.filter = 127.0.0.1
 
Example 2:
stat.personaldata.ip.filter = mydomainname.com
 
Example 3 (using HA):
stat.personaldata.ip.filter = orchestra_1.example.com, orchestra_2.example.com,
 
If this is not set up correctly, you will get error messages, such as “Unable to fetch data from stat. Check the connection to stat.” or “Request remote address is unauthorized.” when for example trying to fetch Custom field options in the Settings page, or trying to fetch Customer information when exporting customer information.