User Guide

Updating Users and Groups in Planning
Planning and Business Rules get the latest list of users, groups, and roles from User Management
Console when:
● The application is refreshed with Security Filters selected.
● The ProvisionUsers utility is run. (See “Updating Users With a Utility” on page 169.)
● Someone logs into the application; Planning synchronizes that user with User Management
Console.
Migrating User and Group Identities
When you change a user or group's identity or their position in the user directory hierarchy,
you must update—or migrate—this information to Planning.
➤ To migrate changed user and group identities from User Management Console to Planning:
1 Take an action:
● Select Administration > Manage Data Forms and select a data form.
● Select Administration > Dimensions and select a dimension member.
● Select Administration > Manage Task Lists and select a task list.
2 Click Assign Access.
3 Click Add Access or Edit Access.
4 Click Migrate Identities.
Deprovisioning or Deleting Users and Groups
When you deprovision or delete users or groups in Shared Services, you should update the user
and group tables in the Planning relational database to conserve space.
➤ To remove deprovisioned users and groups from the Planning database tables:
1 Take an action:
● Select Administration > Manage Data Forms and select a data form.
● Select Administration > Dimensions and select a dimension member.
● Select Administration > Manage Task Lists and select a task list.
2 Click Assign Access.
3 Click Add Access or Edit Access.
4 Click Remove Non-provisioned Users/Groups.
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Planning User Provisioning