Transferring Existing FDM Users to Shared Services

Use the User Migration utility to provision users in a current FDM application to Shared Services.

Note:

You must log in as a Shared Services administrator to use this utility.

  To provision current users in an FDM application to Shared Services:

  1. From the Windows Start menu, select Programs, Oracle EPM System, Financial Data Quality Management, Workbench, and then User Migration.

    The FDM logon screen is displayed.

  2. Log on to the FDM application in which to migrate users. This user should be an administrative user in FDM.

    The FDM-User Migration window is displayed and lists all of the users associated with the FDM application.

    The e-mail addresses for users shown in this window are for display purposes only. E-mail addresses are not migrated, synchronized, or provisioned in Shared Services for the selected users.

  3. Select the appropriate application group.

  4. Select the users to provision in Shared Services by checking the box to the left of the user name, or select All Users.

  5. Click Provision User(s).

    When the migration is complete, the status for each user selected changes to Provisioned.

  6. Exit the User Migration utility.

  7. Repeat steps step 1 - step 6 for each FDM application for which you want to perform user migration.

Note:

In order for the users to be provisioned using User Migration Utility, the users that exist in the FDM application must exist in Shared Services as part of a provider or as a native user.

Note:

When using Shared Services, the Security Level option on the User Maintenance screen in FDM is not selectable. Security levels must be set in Shared Services. After changing the security level for a user, changes take effect next time the user logs on to FDM.