If this is the first time you have configured Strategic Finance for use with Shared Services, you must transfer the users and user groups from Strategic Finance.
Note: | Before you can perform this task, you must go to Shared Services and set up the user name you are using for the installation as a Provisioning Manager and Administrator. Refer to the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide. |
To migrate existing Strategic Finance users to Shared Services:
From the Windows desktop select Start, then Programs, then Hyperion Solutions, then Strategic Finance, then Server, and then Server Administrator.
When the Administrator utility prompts to ask if you wish to start migrating Strategic Finance users and user group to the new Shared Services, click OK.
In the Users dialog box, select an option from the Migration Action column for each user in Strategic Finance to define how each is migrated, then click OK.
For each user, the table lists the following information:
The Name column lists the name of the user name as it exists in Strategic Finance.
The User ID column lists the name of the user name as it exists in the Standard NTLM Provider.
The New Shared Services ID column lists the name of the user name as it exists in Shared Services. This column is empty if the user does not yet exist in Shared Services.
The Role column lists the user group role to be assigned in Shared Services as the user group is created in Shared Services.
The Status column indicates if the user name has been located or not.
The Migration Action column enables you to define how each user is migrated.
If a user does not exist in an external directory (NTLM, MSAD, or LDAP), select one of the following options:
The Create Native User option creates a new user name in an external directory and migrate the user name over.
If a user currently exists in Shared Services, select one of the following options:
The Map to Existing User option migrates the Strategic Finance user to the corresponding user name in an external directory.
The Don’t Migrate option does not copy the user to Shared Services.
In the User Groups dialog box, select an option from the Migration Action column and the Role column for each user group in the Name column to define how each is migrated, then click Finish.
For each user group, the table lists the following information:
The Name column lists the name of the user group as it exists in Strategic Finance.
The Shared Services Name column lists the name of the user group as it exists in Shared Services. This column is empty if the user does not yet exist in Shared Services.
The Role column enables you to define how each user is migrated.
The Migration Action column enables you to define how each user is migrated.
If a user group does not exist in Shared Services, select one of the following options:
The Create Native Group option creates a new user group in Shared Services and migrate the user group over.
If a user group currently exists in Shared Services, select one of the following options:
The Merge option merges the Strategic Finance user group with the corresponding user group in Shared Services.
The Don’t Migrate option does not copy the user group to Shared Services.
Once users and user groups have been migrated from Strategic Finance to Shared Services, the Users tab of the Administrator utility are no longer displayed, as all related functionality has been moved over to Shared Services. To verify, you can check the log file that automatically displays when the migration is complete.