Prerequisites for Task Automation

Consider these prerequisites for Task Automation:

  • You must install Shared Services. See the Oracle Hyperion Enterprise Performance Management System Installation and Configuration Guide.

  • You must register your application with Shared Services. Registration automatically occurs when you deploy an application in Performance Management Architect.

  • Assign one of the following Shared Services roles to users performing taskflow operations:

    • Manage Taskflows—Permits users to create and edit taskflows.

    • Run Taskflows—Permits users to only run and view taskflows. Users with this role cannot create new taskflows or edit existing taskflows.

    Note:

    Both of these roles are global user roles. Users assigned these roles can either modify or run taskflows for any application and product. See the Oracle Hyperion Enterprise Performance Management System User and Role Security Guide.

    Users should have sufficient roles to run taskflows. If users have the same user names, the users should be ordered in such a way that the privileged user appears at the top of the search order.