Web Page Restriction Tables

Application Preferences

Prevent users from setting application preferences:

File, then Application Preferences.

Dimension Setup

Prevent users from creating or modifying custom dimensions.

Object View and then Custom Dimension Setup

Framework List

Prevent users from adding, viewing or deleting frameworks.

Object View and then Framework List

Framework Setup

Prevent users from creating, modifying or deleting frameworks, including accountability and strategy hierarchies.

Framework Terminology

Prevent users from creating, modifying or deleting terminology for a selected framework.

Named Range List

Prevent users from adding, viewing or deleting named ranges.

Object View, then Named Range List

Named Range Setup

Prevent users from creating, modifying or deleting named range characteristics.

Object View, then Named Range List, then Add, and then Named Range Setup

Performance Indicator List

Prevent users from adding, viewing or deleting performance indicators.

Object View, then Performance Indicator List

Performance Indicator Setup

Prevent users from creating, modifying or deleting performance indicator characteristics.

Object View tab, then Performance Indicator List, then Add, and then Performance Indicator Setup

Priority List

Prevent users from adding, viewing or deleting display priorities for any category.

Object View, then Category, and then Priority List

Priority Setup

Prevent users from adding, viewing or deleting the name, description or sequence of display priorities for any category.

Object View, then Category, then Priority List , then Add, and then Priority Setup

Scorecard Category List

Prevent users from adding, viewing or deleting display priorities for any scorecard category.

Object View, then Category, and then Scorecard Category List

Scorecard Category Setup

Prevent users from adding, viewing or deleting the name, description or sequence of display priorities for any scorecard category.

Object View, then Category , then Scorecard Category List, then Add, and then Scorecard Category Setup

Set System Default Preferences

Prevent users from setting default system preferences for all users of the application.

File, then Preference, then Preference Level, and then System Default Preferences

Target List

Prevent users from adding, viewing or deleting display priorities for any target.

Object View, then Target List

Target Setup

Prevent users from adding, viewing or deleting the name, description or display sequence for any target.

Object View, then Target List, and then Add

Unit List

Prevent users from adding, viewing or deleting display priorities for any unit.

Object View, then Unit List

Unit Setup

Prevent users from adding, viewing or deleting the name, description or characteristics for any unit or monetary unit.

Object View, then Unit List, and then Add

Variable List

Prevent users from adding, viewing or deleting display priorities for any variable.

Object View, then Variable List

Variable Setup

Prevent users from adding, viewing or deleting the name, unit, description or result collectors for any variable.

Object View, then Variable List, then Add

Hide Accountability Scorecards

Hides the accountability Scorecards section in these locations:

Accountability Scorecards Section of Scorecard Performance Report

Hide only the accountability Scorecards section of the Performance Scorecard Report.

Accountability Scorecards Section of View Navigation Tree

Hides the accountability Scorecards section of the View Navigation tree.

Hide Alerts

Hide only the Alerts section of the View Navigation tree.

Alerts Section of View Navigation Tree

Hide only the Alerts section of the View Navigation tree.

Hide Employee Scorecards

Hides all these items:

Employee Profiles Report

Hide only the Employee Profiles Report (Reports, then Employee Profiles Report).

Employee Scorecards Section of Scorecard Performance Report

Hide only the Employee Scorecards section of the Scorecard Performance Report.

Employee Scorecards Section of View Navigation Tree

Hide only the Employee Scorecards section of the View Navigation tree.

Hide Initiative

Hide all these items:

Initiative Section of View Navigation Tree

Hide only the Initiative Section of View Navigation tree.

Measure Details, Initiative Tab

Hide only the Measure Details, Initiative Tab.

Scorecard Details, Initiative Tab

Hide only the Scorecard Details, Initiative Tab.

Hide Measure

Hide only the Measure section of the View Navigation tree.

Measure Section of View Navigation Tree

Hide only the Measure section of the View Navigation tree.

Hide Notes

Hide all these items:

Initiative Notes

Restrict access to initiative notes.

Measure Notes Tab

Hide only the Measure Notes Tab

Notes Search

Hide only the Notes Search

Notes Search Results

Hide only the Notes Search Results

Notes Topic List, tree view

Hide only the tree view of the Notes Topic list.

Scorecard Notes Tab

Hide only the Scorecard Notes Tab.

Hide Secondary Scorecards

Hide only the secondary scorecard section of the View Navigation tree.

Secondary Scorecard Section of View Navigation Tree

Hide only the secondary scorecard section of the View Navigation tree.

Hide Strategy Map Scorecards

Hide the Strategy Map Scorecards section of the View Navigation tree.

Strategy Map Scorecards Section of View Navigation Tree

Hide the Strategy Map Scorecards section of the View Navigation tree.

Hide Strategy Tree Scorecards

Hides these items:

Strategy Scorecards Section of Scorecard Performance Report

Hide only the Strategy Scorecards section of the Scorecard Performance Report.

Strategy Tree Scorecards Section of View Navigation Tree

Hide only the Strategy Tree Scorecards section of the View Navigation tree

Hide Variable

Hide the Variable section of the View Navigation tree.

Variable Section of View Navigation Tree

Hide the Variable section of the View Navigation tree.

Reports Group

Select Reports Group to hide all of the reports listed in this table, or select individual reports to restrict access to that report only.

See the Oracle Hyperion Performance Scorecard User Guide.

Report Name

Menu Path

Accountability Element Setup

Object View , then Framework List , and then Add

Accountability Scorecard Details, General Tab

Object View, then Accountability Maps. then map, and then scorecard

Accountability Scorecards section of Scorecard Performance Report

Reports, then Scorecard Performance

Accountability Scorecards section of View Navigation tree

Browser View, then Scorecards, and then Accountability Maps

Alerts section of View Navigation tree

Browser View, then Alerts

Annotation and Initiative Tab

Browser View, then Scorecards, then scorecard, then the combined tab

Customize Page Scorecard Details, Chart tab

Object View, then Scorecards, then scorecard, and then the Chart tab

Customize Page Employee Profiles

Report, then Employee Profiles

Customize Page Measure Details, Trending Chart Tab

Browser View, then Measures, then measure, and then the Chart tab.

Customize Page Measure Details, Trending Table Tab

Browser View, then Measures, then measure, then the Trending Table tab.

Customize Page Measure Performance Report

Reports, then Measure Performance Report

Customize Page Scorecard Performance Report

Reports, then Scorecard Performance Report

Customize Page Scorecard Report

Browser View, then Scorecards, and then scorecard

Employee — Hide any of these Employee Web pages

Employee General Setup

Object View, then Employee List, and then Edit

This option prevents an employee from modifying their own employee profile.

Employee Profiles Report

Reports, then Employee Profiles Report

Employee Scorecard Details, Accountability tab

Browser View, then Objects, then Scorecards, then Employee, then scorecard, and the Accountability tab.

Employee Scorecard Details, General tab

Browser View, then Objects, then Scorecards, then Employee, then scorecard, and then the General tab.

Employee Scorecards section of Scorecard Performance Report

Reports, then Scorecard Performance Report

Employee Scorecards section of View Navigation tree

Browser View, then Objects, then Scorecards, and then Employee

Employee Setup

Object View, then Objects, then Employee List, and then Add

Forum Menu

Select Forum from main menu.

Initiative Status Report

Reports, then Initiative Status

Initiative Report Customize

Reports, then Initiative Status, then Customize

Initiative Section of View Navigation tree

Browser View, then Objects, and then Initiatives

Map Editor

Object View, then Objects, then Maps, then type

Measures — Hide any of these Measure Web pages

Measure Details, General tab

Browser View, then Objects, then measure, and then the General tab

Measure Details, Initiative tab

Browser View, then Objects, then measure, and then the Initiative tab

Measure Details, Part Of tab

Browser View, then Objects, then measure, and then Part Of tab

Measure Details, Results tab

Browser View, then Objects , then Measure, and then Results tab

Measure Details, Target tab

Browser View, then Objects, then Measure, and then the Targets tab

Measure Details, Trending Chart tab

Browser View, then Objects, then Measure , then the Charts tab

Measure Details, Trending Table tab

Browser View, then Objects, then Measure, then Trending Table tab

Measure Notes tab

Browser View, then Objects, then Measure, then Notes tab

Measure Performance Report

Reports, then Measure Performance Report

Measure section in View Navigation tab

Browser View, then Objects, then Measure

My View tab on View Pane

Select My View tab in View pane

Notes Search

Forum, then Search, then Notes Search

Notes Search Results

Forum, then Search, then Notes Search, select criteria, then click Search.

Notes Topic List, tree view

Browser View, then Scorecard, then Notes tab, then select Group by Topic

Post New Notes

Forum, then General Forum, then Post New Notes

Reports Menu

Select Reports from main menu.

Result Collection Customization

Reports, then Result Collection, then Customize

Result Collection Report

Reports, then Result Collection

Scorecards — Hide any of these Scorecard Web pages

Scorecard Composite View Comments Pane

Browser View, then Objects, then Scorecards, then select a scorecard, select a measure and double-click to display Composite View with Comments pane, if selected.

Scorecard Composite View Initiatives Pane

Browser View, then Objects, then Scorecards, then scorecard, then double-click measure, and then select Composite View with Initiatives Pane

Scorecard Composite View Measure Chart Pane

Browser View, then Objects, then Scorecards, then scorecard, then the measure, and then double-click to display Composite View with Measure Chart pane

Scorecard Composite View Measure Trend Pane

Browser View, then Objects, then Scorecards, then select a scorecard, select a measure and double-click to display Composite View with Measure Trend pane, if selected.

Scorecard Composite View Scorecard Chart Pane

Browser View, then Objects, then Scorecards, then select a scorecard, select a measure and double-click to display Composite View with Scorecard Chart pane, if selected.

Scorecard Composite View Scorecard Trend Pane

Browser View, then Objects, then Scorecards, then select a scorecard, select a measure and double-click to display Composite View with Scorecard Trend pane, if selected.

Scorecard Details

Browser View, then Objects, then Scorecards, and then scorecard

Scorecard Details, Chart tab

Browser View, then Objects, then Scorecards, then scorecard and then the Chart tab.

Scorecard Details, Dial Chart

Browser View, then Objects, then Scorecards, then scorecard, and then the Chart tab

Dial Chart displays if selected for customized charts.

Scorecard Details, Initiative tab

Browser View, then Objects, then Scorecards, then scorecard, then Initiative tab

Scorecard Details, Perspective Chart

Browser View, then Objects, then Scorecards, then scorecard, then the Chart tab, and then the Perspective Chart

Scorecard Details, Radar Chart

Browser View, then Objects, then Scorecards, then scorecard , then Chart tab, and then Radar Chart

Scorecard Details, Trend Chart (Bar)

Browser View, then Objects, then Scorecards, then scorecard, then Chart tab, and then Trend Chart (Bar)

Scorecard Details, Trend Chart (Line)

Browser View, then Objects, then Scorecards, then scorecard , then Chart tab, and then Trend Chart (Line),

Scorecard Details, Trending Table tab

Browser View, then Objects, then Scorecards, then scorecard , and then the Trending Table tab

Scorecard Notes tab

Browser View, then Objects, then Scorecards, then scorecard , and then the Notes tab

Scorecard Performance Report

Reports, then Scorecard Performance Report

Scorecard Trend Tab Customize Dialog

Browser View, then Objects, then Scorecards, then scorecard , then Trending Table tab, and then Customize

Scorecard Composite View Measure Chart Pane

Browser View, then Objects, then Scorecards, then scorecard, then Scorecard tab, then double-click the measure to display Composite View.

Scorecard Composite View Measure Trend Pane

Browser View, then Objects, then Scorecards, then scorecard, then the Scorecard tab, then double-click the measure to display Composite View.

Scorecard Composite View Measure Chart Pane

Browser View, then Objects, then Scorecards, then scorecard , then the Scorecard tab, and then double-click measure to display Composite View.

Scorecard Composite View Scorecard Chart Pane

Browser View, then Objects, then Scorecards, then scorecard , then the Scorecard tab, and then double-click measure to display Composite View.

Scorecard Composite View Scorecard Trend Pane

Browser View, then Objects, then Scorecards, then scorecard , then the Scorecard tab, and then double-click measure to display Composite View.

Scorecard Details

Browser View, then Objects, then Scorecards, and then scorecard

Scorecard Details, Chart tab

Browser View, then Objects, then Scorecards, then scorecard , and then the Chart tab

Scorecard Details, Dial Chart

Browser View, then Objects, then Scorecards, then scorecard , and then the Chart tab

Scorecard Details, Initiative tab

Browser View, then Objects, then Scorecards, then scorecard , and then the Initiative tab

Scorecard Details, Perspective Chart

Browser View, then Objects, then Scorecards, then scorecard , and then the Chart tab

Scorecard Details, Radar Chart

Browser View, then Objects, then Scorecards, then scorecard, and then the Chart tab

Scorecard Details, Trend Chart (Bar)

Browser View, then Objects, then Scorecards, then scorecard , and then the Chart tab

Scorecard Details, Trend Chart (Line)

Browser View, then Objects, then Scorecards, then scorecard, and then the Chart tab

Scorecard Details, Trending Table tab

Browser View, then Objects, then Scorecards, then scorecard , and then the Trending Table tab

Scorecard Notes tab

Browser View, then Objects, then Scorecards, then scorecard , and then the Notes tab

Scorecard Performance Report

Reports, then Scorecard Performance Report

Scorecard Trend Tab Customize Dialog

Browser View, then Objects, then Scorecards, then scorecard, then Trending Table tab, then Customize

Strategy Element

Object View, then Objects, then Maps, then map or tree type, then scorecard, then General tab

Strategy Map Scorecards section of the View Navigation tree

Browser View, then Objects, then Scorecards, then Strategy Maps

Strategy Report

Reports, then Strategy

Strategy Report Customization

Reports, then Strategy, then Customize

Strategy Scorecard Details, General Tab

Browser View, then Objects, then Scorecards, then Strategy Trees, then scorecard, then General tab

Strategy Scorecards Section of Scorecard Performance Report

Reports, then Strategy

Strategy Tree Scorecards Section of View Navigation Tree

Browser View, then Objects, then Scorecards, then Strategy Trees

User Preference Setup

File, then Preference

Variable Collection

Browser View, then Objects, then Variables, then Reports, then Results Collections, and then the Variable or Measure tab

Variable Details Results

Browser View, then Objects, then Variable, then variable , then Variable Details, and then the Results tab

Variable Details Trending Table

Browser View, then Objects, then Variable, then variable, then Variable Details, and then Trending Table tab

Variable section of View Navigation tree

Browser View, then Objects, then Variables

View Notes

Forum, then General Forum

Admin Group

Prevents users from performing administrative tasks .

Select Administration from the main menu.

Accept HAL Requests

Prevents users from accepting HAL Requests.

Accept Incoming Promotion Request

Prevents users from accepting incoming promotion requests.

Administration, then Promotion

Attachment Backup

Prevents a user from entering the backup directory for attachments.

Administration, then Attachment Backup

Audit Report

Prevent access to Audit Report which tracks changes made to business objects.

Administration, then Audit Report

Data Source Setup

Prevent users from adding, editing or removing an external data source for importing data.

Administration, then Data Source List, then Add

Dimension Selection Dialog

Object View, then Objects, then Custom Dimension Setup

Domain List

Prevent users from viewing a list of available domains.

Object View, then Objects, then Security, then Domain List

Domain Setup

Prevent users from adding, modifying or removing domains.

Object View, then Objects, then Security, then Domain List, then Add

External Data Source

Prevent a user from adding, modifying or removing an external data source.

Administration, then Data Source List

Locked Object Report

Deny access to the Locked Object Report to identify and break locks on any locked business objects.

Administration, then Locked Business object Report

Measure Permission Setup

Prevent users from adding, modifying or deleting measure permissions for other users.

Object View, then Objects, then Security, then Security Role List, then Add, then Security Role Setup, and then Measure Permission

Promotion Setup

Prevent a user from copying application data from one environment, such as Testing, to another environment, such as Production.

Administration, then Promotion

Scorecard Permission Setup

Prevent users from adding, modifying or deleting scorecard permissions for other users.

Object View, then Objects, then Security, then Security Role List, then Add, then Security Role Setup, and then Scorecard Permission

Security Role List

Prevent a user from adding, modifying or deleting security roles.

Object View, then Objects, then Security, then Security Role List

Star Schema Generation

Prevent users from generating Star Schema tables or Oracle Essbase database of application data.

Administration, then Star Schema Generation

User Provisioning Migration

Prevent a user from performing this one-time operation to migrate and provision a large group of users through Oracle's Hyperion® Shared Services.

Administration, then User Provisioning Migration

User Session Report

Prevents users from identifying other users who are currently logged in to the application.

Administration, then User Session Report

User Session Report Customize

Prevents users from changing custom elements for the User Session Report.

Administration, then User Session Report, then Customize

Result Collection Administration

Restrict the ability to edit locked measure results.

Reports, then Result Collection or Measure Results Report

Edit Closed Measure Results

Restrict the ability to edit locked measure results.

Reports, then Result Collection or Measure Results Report

Object View Tab on View Pane Restrictions

Hide the Object View tab in the View Pane, and its associated administrative options.

Select Object View tab in the View pane.

Object View Pane

Hide the Object View tab in the View Pane, and its associated administrative options

Select Object View tab in the View pane.

Designer Group

Prevents users from performing any designer tasks listed on this table.

As defined for each task on this table.

Application Preferences

Set personal or default system preferences to the application, such as measure result collection, calculation settings, and so on.

File, then Application Preferences

Dimension Setup

Prevents a user from adding, modifying or removing any elements from a custom dimension.

Object View, then Objects, then Custom Dimension Setup

Employee Copy

Prevent a user from copying an employee and the associated profile.

Object View, then Employee List, then employee , and then Copy

Employee List

Object View, then Employee

Framework List

Prevents a user from adding, modifying or removing a framework.

Object View, then Framework List

Framework Setup

Prevents a user from adding, modifying or removing a framework.

Object View, then Framework List, and then Add

Framework Terminology

Prevents a user from adding, modifying or removing custom terminology for the framework.

Object View, then Framework List, then Add, and then Terminology

Initiative Status List

Prevent a user from adding, modifying or removing an initiative status.

Object View, then Category, and then Initiative Status List

Initiative Status Setup

Prevent a user from adding, modifying or removing an initiative status.

Object View, then Category, then Initiative Status List, and then Add

Initiative Type List

Prevent a user from adding, modifying or removing an initiative type.

Object View, then Category, and then Initiative Type List

Initiative Type Setup

Prevent a user from adding, modifying or removing an initiative.

Object View, then Category, then Initiative Type List, and then Add

Map Editor

Prevent a user from adding, modifying or deleting a map.

Browser View, then Objects, then Map, then map or tree, and then Add

Measure Factory List

Prevent a user from creating, modifying or removing a measure template.

Object View, then Measure Template List

Measure List

Prevent a user from viewing a list of measures.

Object View, then Measure List

Measure Setup

Prevent a user from creating, modifying or removing a measure.

Object View, then Measure List, and then Add

Named Range List

Prevent users from adding, viewing or deleting named ranges.

Object View tab, then Named Range List

Named Range Setup

Prevent users from creating, modifying or deleting named range characteristics.

Object View tab, then Named Range List, then Add, and then Named Range Setup

Performance Indicator List

Prevent users from adding, viewing or deleting performance indicators.

Object View tab, then Performance Indicator List

Performance Indicator Setup

Prevent users from creating, modifying or deleting performance indicator characteristics.

Object View tab, then Performance Indicator List, then Add, and then Performance Indicator Setup

Priority List

Prevent users from adding, viewing or deleting display priorities for any category.

Object View tab, then Category, and then Priority List

Priority Setup

Prevent users from adding, viewing or deleting the name, description or sequence of display priorities for any category.

Object View tab, then Category, then Priority List, then Add, and then Priority Setup

Perspective Setup

Prevents a user from adding, modifying or removing a framework perspective.

Object View, then Framework List, then Add, then Display Perspectives, and then Add

Scorecard Category List

Prevent users from adding, viewing or deleting display priorities for any scorecard category.

Object View tab, then Category, and then Scorecard Category List

Scorecard Category Setup

Prevent users from adding, viewing or deleting the name, description or sequence of display priorities for any scorecard category.

Object View tab, then Category, then Scorecard Category List, then Add, and then Scorecard Category Setup

Scorecard Setup

Prevent a user from viewing a list of scorecard templates.

Object View tab, then object type , and then Add

Scorecard Template List

Prevent a user from viewing a list of scorecard templates.

Object View tab, then Scorecard Template List

Scorecard Template Setup

Prevent a user from adding, modifying or removing a scorecard template.

Object View tab, then Scorecard Template List, and then Add

Strategic Theme Setup

Prevents a user from adding, modifying or removing a strategic theme.

Object View, then Framework List, then Add, and then Display Themes

Strategy Map Editor

Prevent a user from adding, modifying or deleting a Strategy map.

Browser View, then Objects, then Map, then map, and then Add

Target List

Prevent users from adding, viewing or deleting display priorities for any target.

Object View tab, then Target List

Target Setup

Prevent users from adding, viewing or deleting the name, description or display sequence for any target.

Object View tab, then Target List, and then Add

Unit List

Prevent users from adding, viewing or deleting display priorities for any unit.

Object View tab, then Unit List

Unit Setup

Prevent users from adding, viewing or deleting the name, description or characteristics for any unit or monetary unit.

Object View tab, then Unit List, then Add, and then Unit List

Variable List

Prevent users from adding, viewing or deleting display priorities for any variable.

Object View tab, then Variable List

Variable Setup

Prevent users from adding, viewing or deleting the name, unit, description or result collectors for any variable.

Object View tab, then Variable List, then Add, and then Variable Setup

File Menu

The File menu is removed from the main menu. Prevents a user from performing these tasks:

Select File from the main menu.

Edit Menu

The Edit menu is removed from the main menu. A user is unable to cut, copy or paste data.

Select Edit from the main menu.

View Menu

Prevents user from accessing any menu options from the View group.

Select View from the main menu.

Reports Menu

See Table 42, Reports Restrictions.

Select Reports from the main menu, and expand to view options.

Forum Menu

Prevents user from accessing any menu options from the Forum group.

Select Forum from the main menu, and expand to view options.

Favorites Menu

Prevents user from setting the Favorites page:

Select Favorites from the main menu, and expand to view options.

Administration Menu

Prevents user from accessing any menu options from the Administration group, and removes this option from the main menu.

Select Administration from the main menu, and expand to view options.

Alerts Group

Prevents a user from accessing any Alerter options. The Alerts option is removed from the Objects tree on the Browser View, and the Active Alerts report is removed from the Reports menu.

Browser View, then Objects, then Alerts

Reports, then Active Alerts

Alert Setup

Prevents user from setting up (Alert Setup 1) or editing (Alert Setup 2) an alert.

Browser View, then Objects, then Alerts, then type, then Add or Edit

Alert List

Prevents a user from accessing the Alert List for Measures, Scorecards or Initiatives, depending on the selected alert type.

Alert Subscription List

Prevents a user from accessing the Subscriptions List for alerts.

Alerts Report

Prevents a user from accessing the Active Alerts report.

Choose User for Bulk Subscription

Prevents the selection of a user for bulk subscription to alerts.