Table 32. Reporting and Analysis Roles
| Role | Description |
|---|---|
| Power Roles | |
Reporting and Analysis Administrator | Conditionally accesses all resources (unless the file is locked by “no access”), but not all functionality; accesses the Administer and Impact Manager modules Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis |
Reporting and Analysis Global Administrator | Universally and implicitly accesses all resources and functionality; accesses the Administer and Impact Manager modules Note: Reporting and Analysis Global Administrators can never be denied access. Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis |
Content Manager | Manages imported repository content and execute tasks, with implicit access to all resources (unless the file is locked by “no access”); contains the Data Source Publisher role Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis |
Data Source Publisher | Imports data source connectivity files Applies to Interactive Reporting and Web Analysis |
Favorites Distributor | Pushes content to users’ Favorites folders using the Favorites Manager Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis |
Creates and manages public job parameters, output directories, and output printer locations Applies to Interactive Reporting and Production Reporting Note: This role does not apply to, and should not be assigned to Financial Management and Planning users who access Financial Reporting or Web Analysis through EPM Workspace. | |
Schedule Manager | Creates and manages events, calendars, time events, public parameters, and physical resources; creates batches; contains the Scheduler and Job Manager roles Applies to Financial Reporting, Interactive Reporting, and Production Reporting |
| Provisioning Manager | Provisions Reporting and Analysis users |
| Interactive Roles | |
Analyst | Accesses interactive content using full analytic and reporting functionality Applies to Interactive Reporting and Web Analysis |
Content Publisher | Imports, saves, and modifies batches, books, reports, and documents; creates and modifies shortcuts and folders. Deletes data sources and database connections in Financial Reporting through EPM Workspace. Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis. |
Data Editor | Pushes Web Analysis data to Essbase |
Job Publisher* | Imports and modifies documents, jobs, and job output; runs jobs; contains the Smart Form Publisher role Applies to Interactive Reporting and Production Reporting |
Personal Page Publisher* | Publishes Personal Pages to the repository, where they can be viewed by other repository users; contains the Personal Page Editor role. Applies to Interactive Reporting and Production Reporting |
Report Designer | Accesses authoring studios to create and distribute documents Applies to Financial Reporting and Web Analysis |
Scheduler | Schedules jobs and batches using the Schedule module; navigates the repository and assigns access control; contains the Explorer and Job Runner roles Applies to Financial Reporting, Interactive Reporting, and Production Reporting |
Smart Form Publisher* | Loads custom forms for programs (forms prompt job runners to enter information used to define jobs) Applies to Production Reporting Note: You must have the Job Publisher role to leverage Smart Form Publisher functionality. |
Personal Page Editor* | Creates, modifies, and customizes Personal Pages; copies content from other users' published Personal Pages Applies to Interactive Reporting and Production Reporting |
| View Roles | |
Dynamic Viewer* | Views, reprocesses, and prints Interactive Reporting documents |
Explorer | Lists repository content in the Explore module and in context using the Open dialog box; searches, views, and subscribes to content. Note: Access to the repository does not grant access to individual files and folders, which are secured by file properties and permissions. Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis |
Interactive Reporting Viewer* | Reviews and prints static Interactive Reporting documents |
| IR HTML Viewer | Uses the HTML Viewer to browse BQY documents. This role is not automatically assigned to users who were migrated from a previous version. |
| IR Webclient Viewer | Uses Interactive Reporting plug-in to browse BQY documents. This role is not automatically assigned to users that were migrated from a previous version. |
Job Runner* | Runs jobs and views public job parameters and physical resources Applies to Interactive Reporting and Production Reporting |
Personal Page Editor* | Creates, modifies, and customizes Personal Pages; copies content from other users' published Personal Pages Applies to Interactive Reporting and Production Reporting |
Personal Parameter Editor | Defines points of view and personal parameters on database connections to customize query result sets Applies to Interactive Reporting, Production Reporting, and Web Analysis |
Viewer | Reviews EPM Workspace content. The content is static and accessible only from the Favorites folder. Note: This role provides minimal user functionality; use it only when no other role assignments are possible. Applies to Financial Reporting, Interactive Reporting, Production Reporting, and Web Analysis |
| System Roles | |
Trusted Application | Enables credentialed client-server communication of Interactive Reporting database connection files (.oce extension) that encapsulate connectivity, database type, network address, and database user name information |