In this exercise, based on requirements provided by client, you will add a new user, provision user as a Planner and set up appropriate Form and Data access.
Create New User…
1. Client has requested that we add a User, Joseph Blow, a Planner for Auto World Los Angeles (AW 001) and Bump Jumper EUV (155-1000-10) that will only be able to enter Budget data for Units and Prices.
2. From Planning Web Client menu bar select Administration > User Management N.
Shared Services Console displays:
Expand User Directories > Native Directory, right-click on Users and select New.
Create User window displays:
Enter values as shown above, Password – Demov52 and click Finish button.
3. The Status Message window displays - User 'jblow' created. Click OK button.
Create New Group…
4. On Shared Services Console follow same procedure to create a new Group – “Auto World Planners”. Create Group window displays.
After entering Name on the 1. General tab, click Next button. The 2.
Group Members tab allows creating Groups within Groups – nested Groups, click Next button to go to 3. User Members tab. Click the Go button to display Available Users.
Select checkbox next to jblow and click Add button to Add jblow under Assigned Users, click Finish button.
5. The Status Message window displays - Group 'Auto World Planners' created. Click OK button.
Provision Group…
6. On Shared Services Console, right-click on Auto World Planners group and select Provision.
Provision pane displays:
Expand Planning and AutoPlan, select Planner and click Add button to move under Selected Roles. Click the Save button.
Provision Summary displays:
Click OK button.
7. From Shared Services Console menu bar, select File > Log Off.
Shared Services Log On window displays.
Select Oracle EPM Planning (Planning Web Client) from Internet Explorer Favorites.
Log On as new user…
8. Log On using new User Name and Password
An error message displays:
Application is in maintenance mode. New logins are not allowed.
Click the button to right or error message.
Update Application Settings…
9. Log On as demoadmin and from menu bar select Administration >
Application Settings S.
Application Setting window displays:
With Show – Advanced Settings and System Setting tab selected, change value in dropdown box for Application
Maintenance Mode – Enable Use of the Application for: to All Users and click the Save button.
Message will be displayed - Application settings have been saved. Click the button.
10. Log Off and Log On as with User Name – jblow
Notice that no Forms are available and that the Administration menu bar option is not available. This is expected behavior. There is No Access to Forms for Planners or Interactive Users unless the Administrator specifically assigns access.
Add Form Access…
11. Log On as demoadmin and from menu bar select Administration >
Manage Data Forms F and select 1-Unit Sales and Price form.
12. Click on Assign Access button and then the Add Access button.
Select jblow, radio button next to Write and click the Add button.
Message will display - Adding of Users/Groups succeeded Click the button.
13. Log Off and Log On as with User Name – jblow
Notice that now 1-Unit Sales and Price forms is available, but when you select it an error is displayed. Again, this is expected
behavior. Planners can select only members to which they have read or write access and can edit data forms only if they have access to at least one member of each secured dimension.
Add Data Access…
14. Log On as demoadmin and from menu bar select Administration >
Dimensions D. Select Accounts dimension and “Auto Sales”
member, click Assign Access button. Assign Access for Auto Sales window displays, click the Add Access button.
Select jblow, radio button for Write and Descendent (inclusive) from dropdown box. Click Add button, then Close button. On the Assign Access for Auto Sales window click Close button.
15. Repeat process providing Write access to following dimensions and members (selecting Member from drop down):
Entity – CC6350
Products – 155-1000-10 Scenario – Budget Total Dealers – AW 001 Version – Current
Notice Assign Access is NOT available for Period and Year dimensions
Refresh Security…
16. From menu bar, select Administration > Manage Database B
Select checkbox for Security Filters and click the Refresh button.
17. Log On to Essbase Administration Services Console, select
AutoPlan:AutoFin database, right click and select Edit > Filters. On Filters pane, select fjblow and click the Edit button.
Click Close button and click Close button on Filters pane.
18. From Planning Web Client, Log Off and Log On as with User Name – jblow. Select 1-Unit Sales and Price form
Notice that 155-1000-10 is only member available in Products dropdown box and AW 001 is only member available in Total Dealers dropdown box.
Change data and save. Attempt to Launch FixPrice business rule, notice it is unavailable.
19. Return to Essbase Administration Services Console, select add Access for FixPrice business rule to jblow.
20. Return to form and now launch FixPrice business rule – defaults to Actual which is unavailable to jblow user, change to Budget (only member available to jblow), Validate and then Launch. Refresh data to confirm data recalculated.