User Guide

Strategic Finance Roles ................................................ 144
Data Integration Management Roles ...................................... 145
Essbase Provider Services Roles .......................................... 145
Appendix B. Shared Services Roles and Permitted Tasks ...................................... 147
Appendix C. Essbase User Provisioning .................................................. 149
Launching User Management Console from Essbase ........................... 149
Essbase Projects, Applications, and Databases in Shared Services .................. 150
Essbase Users and Groups in Shared Services ................................ 151
Assigning Database Calculation and Filter Access ............................. 151
Setting Application Access Type .......................................... 153
Synchronizing Security Information Between Shared Services and Essbase ........... 154
Migrating Essbase Users to Shared Services Security ........................... 155
Backing Up Security Information ......................................... 155
Appendix D. Reporting and Analysis User Provisioning ....................................... 157
Launching User Management Console from Workspace ........................ 157
Reporting and Analysis Roles ............................................ 157
Reporting and Analysis Role Hierarchy .................................... 157
Content Manager Branch ........................................... 158
Scheduler Manager Branch .......................................... 158
Sample Role Combinations ............................................. 159
Appendix E. Financial Management User Provisioning ........................................ 161
Assigning Users and Groups to Financial Management Applications ............... 161
Assigning User Access to Security Classes ................................... 162
Setting Up E-mail Alerting ............................................. 163
Process Management Alerting ........................................ 164
Intercompany Transaction Alerting .................................... 165
Running Security Reports for Financial Management Applications ................. 165
Migrating Financial Management Users to Shared Services Security ................ 166
Appendix F. Planning User Provisioning .................................................. 167
Launching User Management Console From Planning ......................... 167
Returning to Planning From User Management Console ........................ 167
Updating Users and Groups in Planning .................................... 168
Migrating User and Group Identities ................................... 168
Deprovisioning or Deleting Users and Groups ............................ 168
Updating Users With a Utility ........................................ 169
Roles in Planning .................................................... 170
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