Creating Aggregated Roles

To facilitate administration and provisioning, Functional Administrators and Provisioning Managers can create aggregated roles that associate multiple application-specific roles into a custom Oracle Hyperion Shared Services role. Users with the Shared Services Provisioning Manager role can create aggregated roles for the applications for which they are Provisioning Managers. Functional Administrators can create aggregated roles for all Oracle Enterprise Performance Management System applications.

For information on aggregated roles, see Aggregated Roles.

Note:

You can create roles only after at least one EPM System application is registered with Shared Services.

To create aggregated roles:

1. Access Oracle Hyperion Shared Services Console as a Functional Administrator or Provisioning Manager. See Launching Shared Services Console.
2. In the View pane, expand Native Directory.
3. Right-click Roles, and then select New Role.
4. For Name, enter a role name (maximum 256 characters).

   Role names should not contain special characters and should not start or end with a \ (backslash).

   See Using Special Characters for more information.

5. Optional: For Description, enter a role description.
6. From Product Name, select the application for which you want to create the role.
7. Click Next.
8. On the Role Members tab, find the roles to add.

   • Click Search to retrieve all roles from the selected application.

   • Enter the role name in Role Name, and then click Search to search for a specific role. Use * (asterisk) as the wildcard in pattern searches.

9. From Available Roles, select the application roles to assign.
10. Click .

    The selected roles are listed in Assigned Roles.

    From Assigned Roles, select the role, and then click to remove a selected role.

11. Click Finish.
12. Click OK to return the Browse tab or Create Another to create another custom role.