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Changing the Security Group from Position-Based to Organization-Based in Oracle BI


By default in the Siebel ERM Analytics application, the responsibilities Partner Sales Rep Analytics User and Partner Service Rep Analytics User have been set up for position-based security. If your deployment requires a security group setup based on Organization, change the security groups using the following procedure.

To change the security group from Position-based to Organization-based

  1. In the Oracle BI Administration Tool, go to Tools > Manage Security.
  2. Click on Hierarchy.
  3. Make the two security groups (Partner Sales Rep Analytics User and Partner Service Rep Analytics User) members of the Primary Org-Based group.
  4. If you have been using the old position security mechanism (based on W_PARTY_LOGIN), or add the two groups above to the group 'Executive Analytics User' if you have been using the new security mechanism (based on the Position Hierarchy), remove the groups from the Primary Position-Based group.
  5. Save changes to the RPD, then exit the Oracle BI Administration Tool.
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