Migrating Users to Shared Services

Note:

Except when integrating with Oracle's Hyperion® Enterprise® and using script-based authentication, Shared Services is required.

If you are upgrading from a release of FDM in which you did not use Shared Services for user authentication, run the User Migration Utility to upgrade FDM users to Shared Services. If you are updating from a release of FDM in which you did use Shared Services for user authentication, this process is not required.

Note:

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

Note:

Shared Services must be enabled before running the User Migration Utility. See Enabling Shared Services.

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

  1. Start the FDM User Migration utility by selecting Start > Programs > Oracle EPM System > Financial Data Quality Management > Workbench > User Migration from the Windows Start menu.

  2. On the FDM logon screen, log on to the FDM application in which to upgrade 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.

    Email addresses for users shown in this window are for display purposes only. Email addresses are not migrated, synchronized, or provisioned in Shared Services for the selected users.

  3. Select an application group.

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

  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 the above process for each FDM application for which you want to perform user migration.

Note:

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.