Accessing Related Content

You can include content that is contained in the Workspace directly within a Oracle Hyperion Financial Management task list. In Financial Management, when you create a related content document, it serves as a link to a resource in another product. For example, you can view a report from Oracle Hyperion Financial Reporting in HTML or as a PDF file. You can add the item to a task list or launch it separately from the Related Content menu. You must be assigned the appropriate security rights to view the content.

Before you can use related content, you must perform these tasks:

• Set up a link to the related content resource server. There is one repository for all Related Content documents, which is accessed through one URL.

• Configure external authentication. If you are not using external authentication, the Related Content tab is not displayed in Manage Documents.

See the Oracle Enterprise Performance Management System Installation and Configuration Guide.

To access related content:

1. Make sure that your administrator has enabled external authentication and that a link is established to the related content resource server.
2. From Documents, select New, then Related Content, or Actions, then New, then Related Content.

   Note:

   If external authentication is not enabled, the Related Content tab is not displayed.

3. For Resource Document, enter the name of the document or click Browse to locate the file.
4. From Open As, select the format in which to open the document.
5. Optional: To preview the document, click Preview.
6. Click Save to save the document.