Provisioning Users and Groups with Reporting and Analysis Roles

  To provision users or groups with Reporting and Analysis roles:

1. Access Shared Services Console as admin or as a user provisioned with Reporting and Analysis Provisioning Manager role. See:

   • Launching Shared Services Console

   • Accessing Administration Services Console

2. Provision users or groups.

   1. Find users or groups to provision.

      See Searching for Users, Groups, Roles, and Delegated Lists.

   2. Right-click the user or group, and select Provision.

   3. Optional: Select a view.

      Roles can be displayed in a hierarchy (tree) or a list. You must drill down the hierarchy to display available roles. The list view lists available roles but does not show their hierarchy.

   4. In Available Roles, expand the Reporting and Analysis application group.

   5. Select the roles that you want to assign to the users or groups, and click Add.

      See Table 21 for a list of Reporting and Analysis roles and Table 22 for useful role combinations.

      Table 21. 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
      Job Manager	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

      This Reporting and Analysis role should not be assigned to Financial Management and Planning users who access Financial Reporting or Web Analysis through EPM Workspace.

      Table 22. Reporting and Analysis Role Combinations

      Combined Role	Tasks	Access Permissions
      Explorer + Favorites Distributor + Personal Page Editor + Personal Parameter Editor	Review interactive Web Analysis and Financial Reporting content in EPM Workspace List and subscribe to repository content Review accessible interactive content in Web Analysis Studio Access Personal Page Access Favorites Manager Define Web Analysis points of view, personal variables, and personal parameters, to customize the query result set	Share interactive content without modifying content or saving changes to the repository
      Explorer + Analyst + Content Publisher	Review interactive Web Analysis, Financial Reporting, and Interactive Reporting content in the EPM Workspace List and subscribe to repository content Review accessible interactive content in Web Analysis Studio Edit queries, rerun queries, and arrange data Create Financial Reporting batches and books Import and modify content	Interactively use document types to edit queries, rerun queries, and save changes back to the repository
      Personal Page Publisher Data Source Publisher + Analyst + Report Designer + Job Manager	Create and distribute new interactive Web Analysis, Financial Reporting, and Interactive Reporting content Create and distribute custom Web Analysis documents in Web Analysis Studio Design Documents interface Access Oracle Hyperion Financial Reporting Studio, Fusion Edition Access Personal Pages and distribute content to repository users Distribute data source connectivity files to repository users Distribute batches, books, reports, and documents to repository users Import and modify Production Reporting files and Production Reporting output Create, save, and run jobs Create and manage output directories	Access most content creation functionality, but not administrator access to resources
      Content Manager + Schedule Manager	Manage all published content in the repository and all content creation functionality Create and manage events, calendars, time events, calendars, public parameters, and physical resources	Access all content creation and scheduling functionality but cannot administrator access to resources
      Reporting and Analysis Administrator + Data Editor	Conditional access to all resources Access the Administer module Access the Impact Manager module Ability to write edits back to Essbase	Access most functionality and modules, with conditional access to resources

   6. Click Save.

   7. Click OK.