Setting Up Project Resource Management Security for PeopleSoft

Enable data security for Project Resource Management in PeopleSoft based on your PeopleSoft security configuration. That is, if security by Business Unit has been implemented, then you must follow the Security by Business Unit Section (ignore Security by Projects section); if security by projects has been implemented, then you must follow the Security by Projects section (ignore Security by Business Unit section) and enable data security initialization blocks.

Depending on your security configuration, you need to use any combination of either Project Business Unit or Project dimension. Based on that, you need to change the default configuration to match the OLTP security setup. You must disable Project Security initialization blocks for other adapters. If more than one source system is deployed, then you must also enable the initialization blocks of those source systems.

In PeopleSoft, you access the security configuration pages for securing Project transactions by selecting Main Menu, Set up Financials/Supply Chain, Security, then Security Options.

To apply data security filters, enable the appropriate initialization blocks depending on the deployed source system.

Note:

On installation, initialization blocks are enabled for E-Business Suite R12. If you are deploying on a source system other than E-Business Suite R12, then you must enable the appropriate initialization blocks.

Project Analytics supports security using following dimensions in Project Resource Management subject areas.

Project Resource Management Facts Securing Entity Resource Availability Resource Requirement Resource Utilization Assignment Resource Utilization Capacity Resource Utilization Expected Employee Job/Competency

Project Business Unit

N

Y

Y

N

Y

N

Project Organization

N

N

N

N

N

N

Expenditure Business Unit

N

N

N

N

N

N

Contract Business Unit

N

N

N

N

N

N

Project

N

Y

Y

N

Y

N

Resource Organization

N

N

N

N

N

N

Ledger

N

N

N

N

N

N

The following BI Duty Roles are applicable to the Project Resource Management subject area.

  • OBIA_PSFT_PROJECT_EXECUTIVE_ANALYSIS_DUTY

  • OBIA_PSFT_PROJECT_MANAGEMENT_ANALYSIS_DUTY

  • OBIA_PSFT_PROJECT_DATA_SECURITY

These duty roles control the subject areas and dashboard content to which the user has access. Additionally, they ensure that the data security filters are applied to all the queries. To define new groups and mappings for users and BI roles, see How to Define New Groups and Mappings for Users and BI Roles.

You can secure project data by business unit or project dimension.

  • If you are securing the project data by business unit only, then disable the project dimension security.

  • If securing the project data by project dimension only, then disable the project business unit security.

Initialization block:

  • For business unit: Project Business Unit List RM PSFT

  • For project: Project List RM PSFT

  1. In Oracle BI Administration Tool, edit the BI metadata repository (for example, OracleBIAnalyticsApps.rpd) in online mode, and select Manage, then Identity.
  2. Depending on how you plan to secure the project data, by business unit or by project dimension, select the appropriate option.

    Double-click OBIA_PROJECT_BUSINESS_UNIT_DATA_SECURITY or OBIA_PROJECT_DATA_SECURITY, then navigate to Permissions, then Data Filters, and enable all data security filters that are disabled.

  3. In Oracle Enterprise Manager Fusion Middleware Control, select Business Application Instance, then Application Roles, then select the Oracle BI Applications Stripe, and query for the OBIA_PROJECT_BUSINESS_UNIT_DATA_SECURITY or OBIA_PROJECT_DATA_SECURITY Application Role.
    Note that OBIA_PSFT_PROJECT_DATA_SECURITY or OBIA_PSFT_PROJECT_DATA_SECURITY is listed as one of the members.

    Note:

    Tree based Project Security type queries are not supported in the default application.
  4. Modify the duty roles.

    • If securing by business unit, remove OBIA_PSFT_PROJECT_DATA_SECURITY as a member of the OBIA_PROJECT_DATA_SECURITY Duty Role.

    • If security by project dimension, remove OBIA_PSFT_PROJECT_DATA_SECURITY as a member of the OBIA_PROJECT_BUSINESS_UNIT_DATA_SECURITY Duty Role.

  5. In Oracle BI Administration Tool, select Action, then Synchronize Application Roles.