Your ability to create and edit objects (that is, business rules, business rulesets, components, and templates) is determined by the role you are assigned in Shared Services and your ownership of objects in Calculation Manager. (For information on Financial Management, Planning, and/or Essbase roles and security, see the Oracle Hyperion Enterprise Performance Management System User and Role Administration Guide.)
There are three ways in which your assigned role affects your ability to create, edit, and delete business rules and other objects:
If the application you are working in is not deployed, you must have one of four roles to create, edit, and delete business rules and other objects:
The global Calculation Manager administrator role enables you to create, edit, and delete Planning, Financial Management, and Essbase objects.
Financial Management users only: The Financial Management Calculation Manager administrator role enables you to create, edit, and delete Financial Management objects.
Planning users only: The Planning Calculation Manager administrator role enables you to create, edit, and delete Planning objects.
Essbase users only: The Essbase administrator role enables you to create, edit, and delete Essbase objects.
Note: | The Essbase administrator role is inherited from Essbase; there is no Essbase Calculation Manager administrator role. |
After you deploy business rules and other objects, you define launch security. Then you can launch Financial Management business rulesets in Financial Management, Planning business rules in Planning, and Essbase business rules in Oracle Essbase Administration Services or Calculation Manager.
Note: | You can launch Financial Management business rulesets only in Financial Management and Planning business rules only in Planning. |
If the application you are working in is deployed, and you have administrator privileges for that application (that is, you have the role of Financial Management administrator, the role of Planning administrator, or the role of Essbase administrator for the deployed application), you can create, edit, and delete business rules belonging to that application. You can also deploy the application.
If the application you are working in is deployed, and you have designer privileges for that application (that is, you have the application specific role of Financial Management Calculation Designer, Planning interactive user, or Essbase calc write privileges for the deployed application), you can create, edit, and delete your own rules, and see other users' rules. You cannot edit another user's rules unless the other user assigns ownership of the rule to you using the Change Ownership feature. (See Changing the Owner of an Object.)
Note: | If the application you are working in is deployed, and you have the application specific role of Financial Management viewer or Planning view user, you can view rules only. |