Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documentation
• Conventions

New Features for Oracle BI Applications Security Administrators

• New Features for Oracle BI Applications Release 11.1.1.8.1
• New Features for Oracle BI Applications Release 11.1.1.7.1

1 Integrating Security for Oracle BI Applications

• 1.1 Introduction
  • 1.1.1 About Terminology Used In Security
  • 1.1.2 What Security Components Are Installed By Default?
  • 1.1.3 High Level Steps for Setting Up Security in Oracle BI Applications
  • 1.1.4 What Tools Configure Security in Oracle Business Intelligence Applications?
  • 1.1.5 What Security Levels Does Oracle BI Applications Use?
  • 1.1.6 Managing Duty Roles in Oracle BI Applications
    • 1.1.6.1 How to View Duty Roles for Oracle BI Applications
    • 1.1.6.2 How to Provision BI Users with Duty Roles
    • 1.1.6.3 How to Edit or Create Duty Roles for Oracle BI Applications
    • 1.1.6.4 Authorizing User Access Using Roles
  • 1.1.7 About Provisioning BI End Users
• 1.2 Using Oracle BI Applications Functional Setup Manager Informational Tasks to Set Up Security
• 1.3 Extending Security in Oracle BI Applications
• 1.4 Supplementary Information About Security In Oracle BI Applications
  • 1.4.1 Security Overview of Oracle BI Applications Configuration Manager and Functional Setup Manager
  • 1.4.2 About Permissions in Oracle BI Applications Configuration Manager and Functional Setup Manager
    • 1.4.2.1 About Permissions in Oracle BI Applications Configuration Manager
    • 1.4.2.2 About Permissions in Functional Setup Manager
  • 1.4.3 Checking Oracle BI Applications User Responsibilities
  • 1.4.4 About Managing Presentation Services Catalog Privileges in Oracle Business Intelligence
  • 1.4.5 About Object-Level Security
    • 1.4.5.1 Metadata Object-Level Security in the RPD
    • 1.4.5.2 Metadata Object-Level Security in Presentation Services
  • 1.4.6 About Data-Level Security
    • 1.4.6.1 Overview of Data-Level Security in Oracle BI Applications
    • 1.4.6.2 Implementing Data-Level Security in the Oracle BI Repository
    • 1.4.6.3 Initialization Blocks Used for Data-Level Security in Oracle BI Applications
    • 1.4.6.4 About Data-Level Security Design in Oracle BI Applications
  • 1.4.7 About User-Level Security
  • 1.4.8 Additional Sources of Information About Oracle BI Applications 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 Define New Groups and Mappings for Users and BI Roles
    • A.1.13.1 How to Use Fusion Middleware (FMW) to Provision a BI User
    • A.1.13.2 How to Use An RPD Init Block to Provision a BI User
  • A.1.14 How to Set Up Project Billing and Revenue Security For Oracle
    • A.1.14.1 Configuring BI Duty Roles
  • A.1.15 How to Set Up Project Cost and Control Security for Oracle Fusion
    • A.1.15.1 Configuring BI Duty Roles
  • A.1.16 How to Set Up CRM Primary Organization Based Security for Siebel
    • A.1.16.1 Configuring BI Duty Roles
  • A.1.17 How to Set Up CRM Primary Employee/Position Hierarchy Based Security for Siebel
    • A.1.17.1 Configuring BI Duty Roles
  • A.1.18 How to Set Up SIA Student Financial Security for Peoplesoft
  • A.1.19 How to Set Up SIA Administration Recruiting Security for Peoplesoft
  • A.1.20 How to Set Up SIA Student Records Security for Peoplesoft
  • A.1.21 How to Implement Security For Order Management Analytics
    • A.1.21.1 How to implement OM Inventory Org Based Security for EBS
    • A.1.21.2 How to implement OM Inventory Org Based Security for Oracle Fusion Applications
    • A.1.21.3 How to implement OM Operating Unit Org-based Security for EBS
    • A.1.21.4 How to implement OM Operating Unit Org-based Security for Oracle Fusion Applications
    • A.1.21.5 How to Grant Cross Functional Access to Order Management Users
  • A.1.22 How to set up HR Supervisor Hierarchy Based Data Security
    • A.1.22.1 Introduction
    • A.1.22.2 Line Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.3 Payroll Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.4 Compensation Analyst (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.5 Compensation Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.6 Recruiting Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.7 Recruiting VP (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.8 Time Collection Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.9 Human Resource VP (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.10 Human Resource Analyst (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.11 Human Resource Manager (secured by HR Supervisor Hierarchy List) AU BI Data
    • A.1.22.12 Learning Manager (secured by HR Supervisor Hierarchy 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 Department Based Data Security
    • A.1.23.1 Introduction
    • A.1.23.2 Line Manager (secured by Department List) AU BI Data
    • A.1.23.3 Payroll Manager (secured by Department List) AU BI Data
    • A.1.23.4 Compensation Analyst (secured by Department List) AU BI Data
    • A.1.23.5 Compensation Manager (secured by Department List) AU BI Data
    • A.1.23.6 Recruiting Manager (secured by Department List) AU BI Data
    • A.1.23.7 Recruiting VP (secured by Department List) AU BI Data
    • A.1.23.8 Time Collection Manager (secured by Department List) AU BI Data
    • A.1.23.9 Human Resource VP (secured by Department List) AU BI Data
    • A.1.23.10 Human Resource Analyst (secured by Department List) AU BI Data
    • A.1.23.11 Human Resource Manager (secured by Department List) AU BI Data
    • A.1.23.12 Learning Manager (secured by Department List) AU BI Data
    • A.1.23.13 HR Duty Role to Oracle BI Applications HR Presentation Catalog Mapping
  • A.1.24 How to Set Up Price Analytics Security for EBS
  • A.1.25 How to set up HR Position Hierarchy Based Data Security
    • A.1.25.1 Introduction
    • A.1.25.2 Line Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.3 Payroll Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.4 Compensation Analyst (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.5 Compensation Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.6 Recruiting Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.7 Recruiting VP (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.8 Time Collection Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.9 Human Resource VP (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.10 Human Resource Analyst (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.11 Human Resource Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.12 Learning Manager (secured by HR Position Hierarchy List) AU BI Data
    • A.1.25.13 HR Duty Role to Oracle BI Applications HR Presentation Catalog Mapping
  • 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 Reconcilliation 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