Oracle® Fusion Applications Marketing Implementation Guide 11g Release 1 (11.1.3) Part Number E20372-03

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10 Define Transactional Business Intelligence Configuration

This chapter contains the following:

Define Transactional Business Intelligence Configuration: Highlights

Access to Person Data

Define Transactional Business Intelligence Configuration: Highlights

Configure Oracle Transactional Business Intelligence for ad hoc reporting, review certain setup objects to be used in Transactional Business Intelligence, and manage the presentation catalog and currency type display.

Defining Transactional Business Intelligence Configuration

• Review details about the Transactional Business Intelligence tasks.
  See: Oracle Fusion Transactional Business Intelligence Administrator's Guide

Access to Person Data

Assigning Security Profiles to Job Roles for Oracle Fusion Transactional Business Intelligence Users: Explained

Users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) need access to some person data for reporting purposes. To provide this access, you assign a predefined security profile to relevant job or abstract roles using the Oracle Fusion Human Capital Management (HCM) setup task Manage Data Role and Security Profiles. On completion of this task, Oracle Fusion Data Security is updated automatically for roles being used to access Transactional Business Intelligence.

Job or Abstract Roles and Related Security Profiles

The following table identifies, by Oracle Fusion product, the job and abstract roles that need access to person data and the predefined security profile that you assign to each role.

For example, as part of their Transactional Business Intelligence setup:

• Oracle Fusion Assets implementors must assign the predefined security profile View All Workers to the Asset Accountant and Asset Accounting Manager job roles.

• Oracle Fusion Incentive Compensation implementors must assign the predefined security profile View Manager Hierarchy to the abstract role Incentive Compensation Participant Manager.

The security profiles that HCM roles need to access Transactional Business Intelligence are assigned during the setup of HCM data security: no additional setup is required for Transactional Business Intelligence purposes.

Enabling an Oracle Fusion Transactional Business Intelligence User to Access Person Data: Worked Example

This example shows how to assign a security profile to a job or abstract role to enable users with that role to access person data. This task is required for users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) who do not also use Oracle Fusion Human Capital Management (HCM).

The following table summarizes key decisions for this scenario. When performing this task, use the job or abstract role for your product and the name of the relevant predefined person security profile in place of those shown here.

Summary of the Tasks

To perform these tasks, you must have the role IT Security Manager.

1. Launch the task Manage Data Role and Security Profiles.

2. Search for the job or abstract role.

3. Assign the relevant predefined security profile to the job or abstract role.

Launching the Task Manage Data Role and Security Profiles

1. Sign in to the Functional Setup Manager (FSM).
2. In the FSM, click the All Tasks tab.
3. In the Search region, complete the fields as shown in this table:

   Field	Value
   Search	Tasks
   Name	Manage Data Role and Security Profiles

   
   
4. Click Search.
5. In the search results, click Go to Task for the Manage Data Role and Security Profiles task.

Searching for the Job or Abstract Role

1. On the Manage HCM Data Roles page, enter the job name Warehouse Manager in the Role field.
2. Click Search.
3. In the search results, highlight the entry for the Warehouse Manager job role.
4. Click Assign.

Assigning the Security Profile to the Job Role

1. In the Person Security Profile field on the Assign Data Role: Security Criteria page, select the security profile View All Workers.
2. Click Review.
3. On the Assign Data Role: Review page, click Submit.

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