Loading Application Security

Caution!

You can only load security classes for Classic Financial Management applications.

You must load application security before you can load other information to an application.

To remove a role from a user or group, you must modify the role in the Shared Services Console. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

Web Procedure

Note:

Oracle recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some Financial Management tasks, such as loading data on the Web, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

  To load application security:

  1. Open the application.

  2. In Browser View, expand Tasks, and select Load Tasks.

  3. Select Load Security.

  4. For Security File, enter the file name to load, or click Browse to find the file.

    Note:

    By default, application security information files use the SEC file extension. The load process accepts other file extensions such as TXT or CSV, however, Oracle recommends that you use the SEC file extension.

  5. For Delimiter Character, enter the character used to separate information in the file. These characters are valid: 

    , ~ @ $ % ^ & | : ; ? \

    Note:

    You must use a character that is not used in the file name or in any other way in the file. For example, if you use the comma in an entity description, you cannot use the comma as the delimiter.

  6. Optional: Select Clear All Security Info Before Loading to clear security information for the application before loading the new security information.

    Caution!

    You can use the Clear All option only if you have been assigned the Application Administrator and Provisioning Manager roles. Also, if you use this option, you will have to reprovision users, as all users (including the user doing the clear) will be removed in this process. For information on provisioning users, see the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide. Before selecting the clear option, review Clearing and Loading Security Information.

  7. From Security Options, select the types of security information to load.

  8. Click Load.