|Oracle financial Analyzer User's Guide
Part No. A87522-01
Managing User Access, 2 of 6
As an administrator, you can create users for the shared database that you maintain.
Before you can create a new Windows client user, you must install the user's environment. This environment, called a component, contains shell databases and configuration files.
For information about installing user environments, see Oracle Financial Analyzer Installation and Upgrade Guide.
Ask your system administrator how web users will access Financial Analyzer. If the system has been installed so that users will access Financial Analyzer through Oracle Self Service Applications, setting up users will involve importing user names from Oracle Applications. You will need an Oracle Applications user ID, password, and connection alias to perform this task.
Choose Users from the Manage menu to create a new user. This opens the Manage Users dialog box, where you choose New to enter information for a new user.
You provide the following user information:
Adding a new user creates a user task and sends it to the Task Processor. If you are not running the Task Processor in the background, you must run it in the foreground to process the user task.
You can create the following type of users:
You can import user names from one of two sources:
For Windows client users and web users who will not use Oracle Applications to access Financial Analyzer, you also have the option to manually type in a user name.
To enter a user name, type the name into the blank Specify User Name box in the New User dialog box or the Edit User dialog box.
To import user names from the operating system, choose Import User in the New User dialog box or the Edit User dialog box. Choose the System Users tab, select one or more users and choose OK.
To import user names from Oracle Applications, choose Import User in the New User dialog box or the Edit User dialog box. Choose the Oracle Applications tab, log into Oracle Applications, select one or more users, and choose OK.
You only have to log into Oracle Applications once per session. When you log in, you are prompted for the following information:
Note: Your system administrator can provide this information.
The system retrieves a list of those users who have been authorized for the user type in Oracle Applications. For example, if you are specifying an analyst user, the system will display the names of individuals who have been associated with the responsibility of Financial Analyzer analyst in Oracle Applications.
The following illustration shows the New User dialog box with information for an Analyst workstation user (Analyst2). In this example, the user is associated with two user names. The (OA) designation appended to the second name indicates that the user name has been imported from Oracle Applications.
For more information about creating users, search for the following topics in the Financial Analyzer Help system: Creating Users.