Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documentation
• Conventions

What's New in This Guide

• Notable Features in Oracle BI Applications Documented in This Guide

1 Integrating Security for Oracle BI Applications

• 1.1 Introduction
  • 1.1.1 High Level Steps for Setting Up Security in Oracle BI Applications
  • 1.1.2 What Tools Configure Security in Oracle Business Intelligence Applications?
  • 1.1.3 What Security Levels Does Oracle BI Applications Use?
  • 1.1.4 About Duty Roles in Oracle BI Applications
    • 1.1.4.1 Viewing, Creating, and Editing Duty Roles
    • 1.1.4.2 Authorizing User Access Using Roles
  • 1.1.5 How to Define New Groups and Mappings for Users and BI Roles
    • 1.1.5.1 How to Use Fusion Middleware to Provision an End User
    • 1.1.5.2 How to Use a Repository Initialization Block to Provision an End User
  • 1.1.6 Checking Oracle BI Applications User Responsibilities
  • 1.1.7 About Managing Presentation Services Catalog Privileges in Oracle Business Intelligence
  • 1.1.8 About Object-Level Security
    • 1.1.8.1 Metadata Object-Level Security in the RPD
    • 1.1.8.2 Metadata Object-Level Security in Presentation Services
  • 1.1.9 About Data-Level Security
    • 1.1.9.1 Overview of Data-Level Security in Oracle BI Applications
    • 1.1.9.2 Implementing Data-Level Security in the Oracle BI Repository
    • 1.1.9.3 Data-Level Security Duty Roles in Oracle BI Applications
    • 1.1.9.4 About Data-Level Security Design in Oracle BI Applications
  • 1.1.10 About User-Level Security
  • 1.1.11 Security Overview of Configuration Manager and Functional Setup Manager
  • 1.1.12 About Permissions in Configuration Manager and Functional Setup Manager
    • 1.1.12.1 About Permissions in Configuration Manager
    • 1.1.12.2 About Permissions in Functional Setup Manager
  • 1.1.13 Additional Sources of Information About Oracle BI Applications Security
• 1.2 Extending Security in Oracle BI Applications
• 1.3 Using Oracle BI Applications Functional Setup Manager Informational Tasks to Set Up Security

A Configuring Security

• A.1 Informational Task Reference - Security
  • A.1.1 How to Implement Accounts Receivable Security for PeopleSoft
  • A.1.2 How to Setup Accounts Payable Security for Oracle Fusion Applications
  • A.1.3 How to Set Up Accounts Payable Security for Oracle E-Business Suite
  • A.1.4 How to Setup Accounts Payable Security for PeopleSoft
  • A.1.5 How to Set Up Accounts Receivable Security for Oracle Fusion Applications
  • A.1.6 How to Set Up Accounts Receivable Security for Oracle E-Business Suite
  • A.1.7 How to Set Up Fixed Asset Security for Oracle Fusion Applications
  • A.1.8 How to Set Up Fixed Asset Security for E-Business Suite
  • A.1.9 How to Set Up Fixed Asset Security for PeopleSoft
  • A.1.10 How to Set Up Manager Hierarchy Base Security for Peoplesoft
  • A.1.11 How to Set Up Project Cost and Control Security for PeopleSoft
    • A.1.11.1 Security by Business Unit
    • A.1.11.2 Security by Project
    • A.1.11.3 Configuring BI Duty Roles
  • A.1.12 How to Set Up Project Billing and Revenue Security for Peoplesoft
    • A.1.12.1 Security by Business Unit
    • A.1.12.2 Security by Project
    • A.1.12.3 Configuring BI Duty Roles
  • A.1.13 How to Set Up Project Billing and Revenue Security For Oracle
    • A.1.13.1 Configuring BI Duty Roles
  • A.1.14 How to Set Up Project Cost and Control Security for Oracle Fusion
    • A.1.14.1 Configuring BI Duty Roles
  • A.1.15 How to Set Up CRM Primary Organization Based Security for Siebel
    • A.1.15.1 Configuring BI Duty Roles
  • A.1.16 How to Set Up CRM Primary Employee/Position Hierarchy Based Security for Siebel
    • A.1.16.1 Configuring BI Duty Roles
  • A.1.17 How to Set Up SIA Student Financial Security for Peoplesoft
  • A.1.18 How to Set Up SIA Administration Recruiting Security for Peoplesoft
  • A.1.19 How to Set Up SIA Student Records Security for Peoplesoft
  • A.1.20 How to Implement Security For Order Management Analytics
    • A.1.20.1 How to implement OM Inventory Org Based Security for EBS
    • A.1.20.2 How to implement OM Inventory Org Based Security for Oracle Fusion Applications
    • A.1.20.3 How to implement OM Operating Unit Org-based Security for EBS
    • A.1.20.4 How to implement OM Operating Unit Org-based Security for Oracle Fusion Applications
    • A.1.20.5 How to Grant Cross Functional Access to Order Management Users
  • A.1.21 How to set up HR Supervisor Hierarchy Based Data Security
    • A.1.21.1 Introduction
    • A.1.21.2 Line Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.3 Payroll Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.4 Compensation Analyst (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.5 Compensation Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.6 Recruiting Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.7 Recruiting VP (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.8 Time Collection Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.9 Human Resource VP (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.10 Human Resource Analyst (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.11 Human Resource Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.12 Learning Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.21.13 HR Duty Role to Oracle BI Applications HR Presentation Catalog Mapping
  • A.1.22 How to set up Department Based Data Security
    • A.1.22.1 Introduction
    • A.1.22.2 Line Manager (secured by Department List) AU BI Data
    • A.1.22.3 Payroll Manager (secured by Department List) AU BI Data
    • A.1.22.4 Compensation Analyst (secured by Department List) AU BI Data
    • A.1.22.5 Compensation Manager (secured by Department List) AU BI Data
    • A.1.22.6 Recruiting Manager (secured by Department List) AU BI Data
    • A.1.22.7 Recruiting VP (secured by Department List) AU BI Data
    • A.1.22.8 Time Collection Manager (secured by Department List) AU BI Data
    • A.1.22.9 Human Resource VP (secured by Department List) AU BI Data
    • A.1.22.10 Human Resource Analyst (secured by Department List) AU BI Data
    • A.1.22.11 Human Resource Manager (secured by Department List) AU BI Data
    • A.1.22.12 Learning Manager (secured by Department List) AU BI Data
    • A.1.22.13 HR Duty Role to Oracle BI Applications HR Presentation Catalog Mapping
  • A.1.23 How to Set Up Price Analytics Security for EBS
  • A.1.24 How to set up HR Position Hierarchy Based Data Security
    • A.1.24.1 Introduction
    • A.1.24.2 Line Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.3 Payroll Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.4 Compensation Analyst (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.5 Compensation Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.6 Recruiting Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.7 Recruiting VP (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.8 Time Collection Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.9 Human Resource VP (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.10 Human Resource Analyst (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.11 Human Resource Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.12 Learning Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.24.13 HR Duty Role to Oracle BI Applications HR Presentation Catalog Mapping
  • A.1.25 How to set up Payroll Legislative Data Group Based Data Security
  • A.1.26 How to set up Payroll Based Data Security
  • A.1.27 How to Set Up Project GL Reconciliation Security for Peoplesoft
    • A.1.27.1 Configuring BI Duty Roles
  • A.1.28 How to Set Up Project Resource Management Security for Peoplesoft
    • A.1.28.1 Security by Business Unit
    • A.1.28.2 Security by Project
    • A.1.28.3 Configuring BI Duty Roles
  • A.1.29 How to Set Up General Ledger Security for Peoplesoft
    • A.1.29.1 Configuring Ledger Security
    • A.1.29.2 Configuring GL Segment Security using PeopleSoft Chartfields
    • A.1.29.3 Configuring GL Segment Security
    • A.1.29.4 Configuring BI Duty Roles
  • A.1.30 How to Set Up Project GL Reconciliation Security for PeopleSoft
    • A.1.30.1 Configuring BI Duty Roles
  • A.1.31 How to Set Up General Ledger Security for E-Business Suite
    • A.1.31.1 Configuring Ledger Security
    • A.1.31.2 Configuring GL Segment Security
    • A.1.31.3 Configuring BI Duty Roles
  • A.1.32 How to Set Up General Ledger Security for Fusion Applications
    • A.1.32.1 Introduction
    • A.1.32.2 Configuring GL Segment Security
  • A.1.33 How to Set Up CRM Territory Hierarchy Based Security for Oracle Fusion
    • A.1.33.1 Configuring BI Duty Roles
  • A.1.34 How to Set Up Project Billing and Revenue Security for E-Business Suite
    • A.1.34.1 Configuring BI Duty Roles
  • A.1.35 How to Set Up CRM Resource Organization Based Security for Oracle Fusion
    • A.1.35.1 Configuring BI Duty Roles
  • A.1.36 How to Set Up Price Analytics Security for Siebel Applications
    • A.1.36.1 Configuring BI Duty Roles
  • A.1.37 How to Set Up Project Cost and Control Security for E-Business Suite
    • A.1.37.1 Configuring BI Duty Roles
  • A.1.38 How to implement Security for Supply Chain Analytics
    • A.1.38.1 Configuring BI Duty Roles
  • A.1.39 How to Set Up CRM Partner Organization Based Security for Oracle Fusion
    • A.1.39.1 Configuring BI Duty Roles
  • A.1.40 How to Set Up Service Analytics Security for Siebel
  • A.1.41 How to implement Inventory Org Based Security for EBS Manufacturing Analytics
  • A.1.42 How To Customize Extended Cross Functional Security for Employee Expenses
  • A.1.43 How To Customize Extended Cross Functional Security for Accounts Payables
  • A.1.44 How to Grant GL Security Data Role to HR VP Users
  • A.1.45 How To Customize Security for Procurement Executive / Spend Analyst
  • A.1.46 How to Set Up CRM Partner Channel Based Security for Oracle Fusion
    • A.1.46.1 Configuring BI Duty Roles
  • A.1.47 How to Set Up CRM Partner Account Team Based Security for Oracle Fusion
    • A.1.47.1 Configuring BI Duty Roles
  • A.1.48 How to Set Up Project Resource Management Security for E-Business Suite
    • A.1.48.1 Configuring BI Duty Roles
  • A.1.49 How to Implement Procurement and Spend Analytics Security
    • A.1.49.1 How to implement Hierarchy Based Security for Employee Expense Subject Areas
    • A.1.49.2 How to implement Org Based Security for Employee Expense Subject Areas
    • A.1.49.3 How to implement Procurement and Spend Subject Areas Security for Suppliers
    • A.1.49.4 How to implement Procurement and Spend Security for Procurement users
    • A.1.49.5 Other Security in Procurement and Spend
  • A.1.50 How to Set Up CRM Resource Hierarchy Based Security for Oracle Fusion
    • A.1.50.1 Configuring BI Duty Roles
  • A.1.51 How to Set Up Security for PIM in Oracle EBS
  • A.1.52 How to Set Up Security for Enterprise Asset Management Analytics

Index