Home Cloud Cloud Applications Financial Consolidation and Close Cloud Service Oracle Cloud EPM Financial Consolidation and Close Set Up andConfigure Administerand Use Monitor andMaintain Choose a topic, and select a link for step-by-step instructions. The links are arranged with the initial tasks on the left. Choose a Set Up and Configure topic... Activate Subscription and Configure the Environments Configure Security and Access Configure the Business Process Discover Oracle Cloud EPM Financial Consolidation and Close Activate Subscription Activating a Cloud EPM Subscription Creating Identity Domain Administrators Creating a Cloud Environment Configure Environments Overview of Creating a Business Process Configuring Financial Consolidation and Close Set up Security Components Configuring Single Sign-On Setting up Secure Access Using Allowlist Managing User Credentials Restricting Access Using Sign-On Policies Customizing the Logout URL Understanding Cloud EPM Security Compliance Features Managing Users and Assigning Roles Troubleshoot Issues Resolving Order Processing Issues Establish EPM CoE Setting up and Using the EPM CoE Understanding Security in Financial Consolidation and Close Create Users Creating Users Creating Many Users at Once Using a Batch File Create IDCS Groups for Environment Access Creating IDCS Groups and Assigning Application Roles Assign Environment Access Understanding Financial Consolidation and Close Application Roles Assigning Application Roles to Users Create EPM Groups to Assign Granular Roles Creating EPM Groups and Adding Members (Users) Assigning Granular Roles to EPM Groups Assign Artifact Access Working with Access Permissions Permission Types Assign Data Security Defining Valid Intersections Managing Valid Intersections Security and Access-Related Reports Generating User, Group, and Role Assignment Reports Viewing Access Permission Reports Automate Security Tasks Using REST APIS to Mange Users, Roles, and Groups Creating Users Using EPM Automate Assigning Roles Using EPM Automate Using EPM Automate to Create Access Control Groups Using EPM Automate to Add Users to a Group Using EPM Automate to Add One User to Many Groups Troubleshoot Issues Resolving User, Role, and Group Management Issues Resolving Login Issues Dealing with Down Environments Create an Application Tour of Financial Consolidation and Close Creating a Financial Consolidation and Close Application Configuring Financial Consolidation and Close for Cloud EPM Getting Started with Financial Consolidation and Close Working with Dimensions Importing Metadata Importing Metadata Importing Metadata Using EPM Automate Exporting Metadata Using a REST API Create an Application by Migrating a Snapshot What Snapshots Can I Migrate to Cloud EPM? EPM Enterprise and Standard Cloud Migration Paths Available Legacy Cloud EPM Snapshot Migration Paths Connect Environments Connecting Cloud EPM Environments Configuring Navigation Flows Configure Maintenance and Content Upgrade Time Setting the Maintenance Start Time from a Screen Setting the Maintenance Start Time using EPM Automate Setting the Maintenance Start Time using a REST API Setting Content Upgrade Start Time from a Screen Install Clients and Utilities Available Clients and Utilities Downloading and Installing Clients (Smart View, EPM Automate, etc.) Installing EPM Automate Setting up Smart View Enable Application Features Enabling Application Features Application Models Extended Dimensionality
Managing Users and Assigning Roles