TABLE OF CONTENTS

Oracle Cloud - Administering Workspace for Oracle Planning and Budgeting Cloud Service
Documentation Accessibility

Documentation Feedback

Copyright Page

Administering Planning and Budgeting Cloud Service Workspace

- Viewing Administration Options

- Administering Settings

- Assigning Preferences for Users and Groups

- Accessing Planning and Budgeting Cloud Service Workspace Server Settings

- Customizing the User Interface

- Changing the Default Language Selection

- Redirecting URLs After Users Log Off

- Removing Access to Client Installers

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Oracle® Cloud

Administering Workspace for Oracle Planning and Budgeting Cloud Service

Copyright © 1989, 2015, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

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Administering Planning and Budgeting Cloud Service Workspace

In This Section:

Viewing Administration Options

Administering Settings

Customizing the User Interface

Viewing Administration Options

To see administration options for Planning and Budgeting Cloud Service Workspace, select Navigate and then Administer .

Administering Settings

Subtopics

- Assigning Preferences for Users and Groups

- Accessing Planning and Budgeting Cloud Service Workspace Server Settings

Assigning Preferences for Users and Groups

For default preferences to succeed, users and groups must have the roles and permissions necessary to access specified folders and interface elements. To manage preferences, you must have administrator rights. In order to see content, you also need sufficient rights. Individual and group preferences have precedence over default preferences.

To assign preferences for users and groups:

1. Select Navigate , then Administer , then Workspace Settings , and then Manage Preferences .

2. In Select Users , select Available Users or Available Groups , and then click Update List.

3. Move the desired users or groups from Available Users to Selected Users and Groups , and then click Next .

4. In Manage Preferences , specify whether to enable screen reader support for the selected users and groups.

5. Click Next and then Finish to save the preferences for the users and groups.

Accessing Planning and Budgeting Cloud Service Workspace Server Settings

To access Planning and Budgeting Cloud Service Workspace Server settings, select Navigate , then Administer , then Workspace Settings , and then Server Settings .

Note:

If you make changes to the Planning and Budgeting Cloud Service Workspace Server Settings, you must log out and restart the browser for the changes to take effect.

Table 1. Planning and Budgeting Cloud Service Workspace Server Settings

Setting

Description

Default Locale

Default fallback locale for the application if no user-requested locales can be loaded.

Post Logoff URL

URL to which the UI is redirected after users log off.

Smart View URI

URI to the Oracle Smart View for OfficeClient installer. The URI can be absolute or relative.
The URI entered here is the URI accessed when you select Tools , then Install , and then Smart View from Planning and Budgeting Cloud Service Workspace.

Enable Installer Menu Items in Workspace

Whether to enable installer menu items in Planning and Budgeting Cloud Service Workspace. These items are located in the Tools menu. The default value is Yes.

Customizing the User Interface

Subtopics

- Changing the Default Language Selection

- Redirecting URLs After Users Log Off

- Removing Access to Client Installers

Changing the Default Language Selection

Planning and Budgeting Cloud Service Workspace reads locale information from your web browser and selects the xml:lang uage to use based on browser locale settings. In certain cases, you may want to view content in a xml:lang uage other than that determined by the browser locale. You can override locale-based xml:lang uage selection by adding xml:lang uages to your web browser xml:lang uage options and moving the xml:lang uage that you want the browser to use to the top of the list.

Planning and Budgeting Cloud Service Workspace automatically selects the supported xml:lang uage in order of priority. It attempts an exact match between xml:lang uage and locale code. If a close match is not found, Planning and Budgeting Cloud Service Workspace attempts to match based only on xml:lang uage code and ignores the country code.

Note:

The settings that are selected in Planning and Budgeting Cloud Service Workspace also apply to the Reporting Settings and components within Planning and Budgeting Cloud Service Workspace.

Redirecting URLs After Users Log Off

To facilitate integration with custom portals, administrators can redirect web browsers to an arbitrary static URL after users log off Planning and Budgeting Cloud Service Workspace. This can be configured in Planning and Budgeting Cloud Service Workspace Server Settings. See Accessing Planning and Budgeting Cloud Service Workspace Server Settings . Note that the default value logs users off of Planning and Budgeting Cloud Service Workspace.

Removing Access to Client Installers

Administrators can hide the Install menu option (select Tools , and then Install ) that enables users to install Oracle Smart View for Office, Predictive Planning, Financial Reporting Studio, Planning Admin Extension, and File Transfer Utility. This setting can be configured in Planning and Budgeting Cloud Service Workspace Server Settings. See Accessing Planning and Budgeting Cloud Service Workspace Server Settings .