Create Role Upload Files

Roles in the on-premises environment don't have equivalents in Oracle Enterprise Performance Management Cloud. Additionally,identity domain does not support groups, which means that only users can be assigned to predefined roles.

For services other than Oracle Enterprise Data Management Cloud, you use four role upload files, one for each predefined role, to assign roles to each user type. Please note that Oracle Enterprise Data Management Cloud 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 predefined roles that grant access similar to those that users have in the on-premises application. See these topics for on-premises to EPM Cloud 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 with Oracle Enterprise Performance Management Cloud 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 predefined 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 predefined roles.