Create Role Upload Files

Roles in the on-premises environment don't have equivalents in Oracle Fusion Cloud Enterprise Performance Management.

For services other than Oracle Fusion Cloud Enterprise Data Management, you use four role upload files, one for each application role, to assign roles to each user type. Please note that Cloud EDM needs only two upload files. You must manually create these upload files using the Provision Report (see Identify On-Premises Users and Groups) to identify the application roles that grant access similar to those that users have in the on-premises application. See these topics for on-premises to Cloud EPM role mappings.

• Planning

• Financial Management

• Financial Close Management

• Profitability and Cost Management and Enterprise Profitability and Cost Management

• Data Relationship Management

See Assigning One Role to Many Users in Getting Started Guide for Administrators.

To create a role upload file:

1. Using a text editor, create a CSV file; for example, power_user_role.csv, and store it in a convenient location. Be sure to save the file as type All Files (*.*).
2. Edit the file:
   1. Type User Login as the file header.
   2. Type the email address of each user who should be granted the application role.
      For example, if the Power User role is to be assigned to users John Doe and Jane Doe, the contents of the upload file may be as follows:

      User Login

      [e-mail]

      [e-mail]

3. Save and close the file.
4. Repeat this process to create upload files for other application roles.