Modifying Groups

You can modify the properties of all Native Directory groups except the WORLD group. If you remove a subgroup from a nested group, the role inheritance of the subgroup is updated. Similarly, if you remove a user from a group, the role inheritance of the user is updated.

To modify groups:

  1. Access Oracle Hyperion Shared Services Console as a Functional Administrator or Directory Manager. See Launching Shared Services Console.
  2. Search for a group. See Searching for Users, Groups, Roles, and Delegated Lists.
  3. Right-click a group, and then select Properties.

    Note:

    The Group Properties screen displays the Delegated List tab if Oracle Hyperion Shared Services is deployed in Delegated Administration mode.

  4. On the General tab, edit the name and description to modify the general properties of the group.
  5. Open the Group Members tab and perform the actions from either step 5.a, step 5.b, or from both, to modify group assignments:
    1. To add groups to the group:
      • In Directory, select the user directory from which you want to add the nested group. Select All to search for groups in all configured directories.

      • Select Group Name to search based on group names. Select Description to search based on group descriptions.

      • Enter the criterion for retrieving groups. Use * (asterisk) as the wildcard to retrieve all available groups.

      • Click Search.

      • From Available Groups, select groups and click Add button.

        Selected groups are listed in the Assigned Groups list. From Assigned Groups, choose the group, and then click Remove button to remove a selected group.

      • Optional: Repeat this procedure to retrieve and assign groups from other user directories.

    2. To remove assigned groups:
      • From Assigned Groups, select the group to remove.

        Shared Services enables you to search the assigned groups to identify the groups to remove. Use the fields above the Assigned Groups list to define the search criteria for searching within the assigned groups list.

      • Click Remove button.

  6. Select the User Members tab, and then perform actions from either step 6.a, step 6.b, or from both, to modify user assignments:
    1. To add users to group:
      • In Directory, select the user directory from which you want to add users. Select All to search for users in all configured directories.

      • Select the user property (User Name, First Name, Last Name, Email Address, or Description) to search.

      • Enter the criterion for retrieving users. Use * (asterisk) as the wildcard to retrieve all available users.

      • Click Search.

      • From Available Users, select users to assign to the group.

      • Click Add button.

        The selected users are listed in Assigned Users list.

      • Optional: Repeat this procedure to retrieve and assign users from other user directories.

    2. To remove users from the group:
      • From Assigned Users, select the users to remove.

        Shared Services enables you to search the assigned users list to identify the users to remove. Use the fields above the Assigned Users list to define the search criteria.

      • Click Remove button.

  7. Select Delegated List (available only if Shared Services is deployed in Delegated Administration mode) to view the delegated administrators assigned to the group.
  8. Click OK.