About User Setup and Provisioning

Before working with Oracle Hyperion Profitability and Cost Management, the Administrator must set up users and groups, and assign the appropriate security role to each one.

The authorization provided for each security role determines which functions and data a user or group may access. During configuration, select Oracle Hyperion Shared Services as the authentication mode, as described in the Oracle Enterprise Performance Management System Installation and Configuration Guide.

Two guides are available for managing security and user provisioning:

• Use the Oracle Enterprise Performance Management System User Security Administration Guide for technical information regarding security:

  • SSL (one-way, two-way, SSL OffLoading, SSL Termination)

  • Single Sign-On

  • Default EPM System SSO

  • Security Agents

  • Custom Login

  • Custom Authentication Modules

  • Guidelines for securing the EPM System

• Use the Oracle Enterprise Performance Management System User Security Administration Guide for information on how to set up and manage user provisioning:

  • Oracle Hyperion Shared Services Console

  • User Directories

  • Applications and Application Groups

  • Delegated User Management

  • Managing Native Directory

  • Managing Provisioning

  • Provisioning the EPM System

You create, maintain and provision users and groups for Profitability and Cost Management through Oracle Hyperion Enterprise Performance Management Workspace. The provisioning process requires you to have both Shared Services and Profitability and Cost Management configured and running. External authentication ensures that communication between applications is seamless to provision users easily and accurately.

The following steps provide an overview of the process to set up and provision users and groups:

1. From EPM Workspace, select Navigate, then Administer, and then Shared Services Console to access the Shared Services screens.

   Note:

   The first time that you log on, an administrator (admin) user is automatically created for your product.

2. Set the user assigned to the admin role to the Provisioning Manager role. See the Oracle Enterprise Performance Management System User Security Administration Guide.

3. Create users. See the Oracle Enterprise Performance Management System User Security Administration Guide.

4. Provision the users with the appropriate security role, and access to the required projects and applications.

   Caution:

   If the user needs to access EPM Workspace to perform tasks outside of Profitability and Cost Management, you must also provision the selected user with the EPM Workspace role, for example, Oracle Hyperion Enterprise Performance Management System Lifecycle Management.

5. Create groups, as required. You can provision groups within groups. See the Oracle Enterprise Performance Management System User Security Administration Guide.

6. Log on to EPM Workspace, and open Profitability and Cost Management.

7. Verify that the user can log on to Profitability and Cost Management, and is able to see the provisioned projects and applications.

For detailed instructions on setting up and provisioning users and groups, see the Oracle Enterprise Performance Management System User Security Administration Guide.