These items are prerequisites for Task Automation:
You must install Oracle's Hyperion® Shared Services. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
You must configure Financial Management to use external authentication. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
You must register the application with Shared Services. Registering the application facilitates communication and enables Shared Services links to be displayed on the Home page. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.
You must be assigned the Task Automation security role in Financial Management.
You must be assigned one of the following Shared Services roles to perform taskflow operations:
Manage Taskflows—Permits users to create and edit taskflows.
Run Taskflows—Permits users to only run and view taskflows. Users with this role cannot create new taskflows or edit existing taskflows.
Note: | Both of these roles are global user roles. Users assigned these roles can either modify or run taskflows for any application and product. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide. |