Creating Delegated Lists

Delegated lists identify the users and groups that a Delegated Administrator can manage. Each list is assigned to one or more Delegated Administrators, who can perform the following tasks:

• View only the users and groups assigned to them through delegated lists. All other users and groups remain hidden from them.

• Create delegated lists for other users that they manage.

• Search and retrieve only the users and groups that are included in their delegated lists.

Note:

Oracle Hyperion Shared Services displays the Delegated List node only if the current user is assigned to manage delegated lists.

The users and groups that a Delegated Administrator creates are not automatically assigned to the administrator who created them. The Functional Administrator must add these users and groups to delegated lists before Delegated Administrators can access them. Delegated Administrators, however, can assign these users and groups to the delegated lists that they create.

To create delegated lists:

1. Access Oracle Hyperion Shared Services Console. See Launching Shared Services Console.
2. Under in View pane, right-click Delegated List, and then select New Delegated.
3. On General, enter a unique delegated list name and an optional description.
4. Optional: To add groups that the Delegated Administrator assigned to this list can administer, click Next.

   Group Members is displayed.

   1. In Directory, select the user directory from which groups are to be displayed. If you are a Delegated Administrator, only groups assigned to you can be searched.
   2. Select a group attribute (group name or description) that you want to search in the drop-down list, and enter a search filter.
   3. Click Search.
   4. From Available Groups, select groups.
   5. Click .

      Note:

      Shared Services considers Oracle and SQL Server database roles the equivalents of groups in user directories.

      Oracle database roles can be hierarchical.

      SQL Server database roles cannot be nested.

   6. Optional: From Assigned Groups, select a group, and then click to unassign a group.
5. Optional: Click Next to add users that the Delegated Administrator of this list can administer.

   User Members is displayed.

   1. In Directory, select the user directory from which users are to be displayed. If you are a Delegated Administrator, the search lists only the users assigned to you.
   2. Select a user attribute that you want to search in the drop-down list, and enter a search filter.
   3. Click Search.
   4. From Available Users, select users.
   5. Click .

      The selected users are listed in Assigned Users.

   6. Optional: From Assigned Users, select a user, and then click to unassign a user.

   Note:

   The Delegated Administrator of the list is automatically added as a user.

6. Optional: Click Next to assign Delegated Administrators for this list.

   Managed By is displayed.

   1. In Directory, select the user directory from which users are to be displayed.
   2. Select a user attribute that you want to search in the drop-down list, and enter a search filter.
   3. Click Search.
   4. From Available Users, select users.
   5. Click .

      The selected users are listed in Assigned Users.

   6. Optional: From Assigned Users, select a user, and then click to unassign a user.

   Note:

   The user who creates the list is automatically added as a Delegated Administrator of the list.

7. Click Finish.
8. Click Create Another to define another list, or OK to close the Create Delegated List screen.