Accessing Related Content

You can include content that is contained in the Workspace directly within a Financial Management task list. When you create a related content document in Financial Management, it serves as a link to a resource in the other product. For example, you can view a report from Oracle Hyperion Financial Reporting, Fusion Edition in HTML or as a PDF file. You can add the item to a task list or launch it separately from the Related Content menu in the view pane. You must be assigned the appropriate security rights to view the content.

Before you can use related content, you must perform these tasks:

See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

  To access related content:

  1. Make sure that your administrator has enabled external authentication and that a link is established to the related content resource server.

    Note:

    The Workspace URL is http://workspace_server:19000/workspace/browse/listXML.

  2. Select Administration, then Manage Documents, or click Manage Documents Manage Documents button and select Related Content.

    Note:

    If external authentication is not enabled, the Related Content tab is not displayed.

  3. Click New.

  4. For Resource Server, select the resource document to access.

    Tip:

    You can drill down to different directories by double-clicking folders.

  5. Optional: To open the selected document, select When in a task list, open the selected document in the client area.

    Note:

    If you do not select this check box, the document that you select opens in a separate pop-up window.

    You can select Close to close Related Content, or you can save the document.

  6. To save the document:

    1. From the list next to the document name, select the type of document to save the document as, and click Save.

    2. For Name, enter a document name, or use the default name. The name can have a maximum of 20 characters.

    3. Optional: For Description, enter a document description. You can enter up to 255 characters for the description.

    4. Optional: From Security Class, select a security class.

      Note:

      This option is only available if you have ALL access to at least one security class.

    5. Optional: Select Private if you do not want to display this task list to other users.

      Note:

      By default, if no security classes are available, the Private check box is grayed out and the document is automatically saved as a private document.

    6. To overwrite a task list format, select Overwrite existing file.

    7. Click OK.