Home Cloud Cloud Applications Oracle NetSuite FreeForm Oracle NetSuite FreeForm Integrate Administer Use Monitor andMaintain Choose an Integrate topic... Activate Your Subscription and Configure the Environments Configure Security and Access Configure FreeForm Discover NetSuite Enterprise Performance Management Activate Your Subscription Activating a NetSuite Cloud EPM Subscription Creating Identity Domain Administrators Creating a NetSuite Cloud EPM Instance Configure Environments Overview of Creating a Business Process Creating the FreeForm Business Process 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 Security Compliance Features Managing Users and Assigning Roles Troubleshoot Issues Resolving Order Processing Issues Overview of Security and Roles in Cloud EPM Create Users Creating Users Creating Many Users at Once Using a Batch File Create Groups for Environment Access Creating Identity Cloud Groups and Assigning Predefined Roles Assign Environment Access Understanding FreeForm Predefined Roles Assigning Predefined Roles to Users Create Application Groups to Assign Application Roles Understanding FreeForm Application Roles Creating Application Groups and Adding Members (Users) Assigning Application Roles to Groups Assign Artifact Access Artifacts that can be Assigned Permissions Permission Types Managing Artifact Permissions Assign Data Security Defining Cell-Level 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 Manage 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 Creating a FreeForm Application Creating FreeForm Applications Creating Dimensions and Members Importing Metadata Importing and Exporting Dimension Metadata Using a Screen Importing Metadata Using EPM Automate Exporting Metadata Using a REST API Managing Cubes Create an Application by Migrating a Snapshot What Snapshots Can I Migrate to EPM Cloud? EPM Enterprise and Standard Cloud Migration Paths Available Legacy EPM Cloud Snapshot Migration Paths 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