Setting General Preferences

All users have access to general preferences. For example, a Planning or Financial Management user can set an application as their default startup item at logon. General preferences set defaults for default start page for the Content area, displaying document paths, prompting to save files, setting accessibility mode, and a default e-mail address.

Changes made using Preferences go into effect next time you log on.

  General preferences:

  1. File then Preferences.

    Note:

    The e-mail address displayed is your e-mail address registered in your user security settings. You cannot update it. If your e-mail address is not registered in security settings, No e-mail address found is displayed.

  2. EPM Workspace prompts you to save unsaved files by checking Prompt to Save Unsaved Files.

  3. Hide document file paths in the progress bar by clearing Show Path For Documents.

  4. In Default Startup Options, select an option to display by default whenever you log in to EPM Workspace. The default is Home Page, if Reporting and Analysis Framework are installed and configured.

  5. Depending on your selection in step 4, complete the following if Oracle's Hyperion Reporting and Analysis Framework is installed and configured:

    • Explore option, click Select. From Select, select a folder and click OK. The path and folder displays in Folder.

    • Document option, click Select. From Select, select a document and click OK. The path and document name displays in the Document text box.

    • Favorite option, select one of the following:

      • Select a favorites page you have saved from the Favorites menu to display in the content area.

      • Click My Personal Page.

    • For Application option, select the drop-down arrow next to the Application field. Select the following:

      • Consolidation for Financial Management applications

      • Planning for Planning applications

      • Profitability for Profitability and Cost Management

      • Oracle BI EE applications

      Note:

      If instanced products are installed but the current user is not provisioned for any application instances, that user must have provisioned applications in order to select an application as a default startup option. The same applies to the File, then Open, and then Applications menu.

    • Scorecards, if Performance Scorecard is installed and configured

  6. Use Current Page button is used for easier and faster way to set Default Startup Option. If you choose to use the Use Current Page button, do the following:

    1. Make sure that current active page is the one that you want to set as Default Startup Option. It could be any Document or Explore.

    2. Select Use Current Page.

    3. The Content drop down menu automatically selects Document or Explore and value of the Document or Folder will be automatically set as well.

  7. Perform one of the following tasks:

    • Save changes, click OK.

    • Cancel changes, click Cancel.

Note:

For details on Accessibility Mode, see Accessibility.