You can control many aspects of the application and the system, such as:
How to display thousands, decimals, and negative numbers in forms
Approvals actions to be taken when you're out of the office
Actions about which you want to be notified
Display the full names of users rather than user IDs
Set reporting options
To change application and system settings:
Click Application, and then click Settings.
Specify defaults for the current application. For descriptions of the settings, see the Application Settings table below.
Specify system settings. For descriptions of the settings, see the System Settings table below.
Table 21-1 Application Settings
For option descriptions, see Specifying a Default Alias Table and Setting Member and Alias Display Options.
For option descriptions, see Number Formatting.
Select whether to display aliases, show the approval units that are not started, and show approval units as aliases in approvals notifications.
Enable notifications for task lists, approvals, and job console.
Set defaults for indenting members on a page and setting the number of items on the page drop-down.
Note that the Number of Items on the Page Drop-down option lets you shorten the member list so that the Search box can be more easily seen. If the list is shortened to 10 members, for example, then you won't need to scroll to see the Search box.
Set these other configuration options:
Predictive Planning options for specifying:
Note the following:
|Digital Assistant Settings||
If you have implemented the EPM Digital Assistant, specify configuration settings for the assistant.
Note: These settings are part of a larger configuration process to enable you to work with the Digital Assistant. You must complete the configuration steps before using the digital assistant. See Mandatory Configuration in EPM in Getting Started with the Digital Assistant for Oracle Cloud Enterprise Performance Management .
Table 21-2 System Settings
|Display Users’ Full Names||
When selected, the system displays the user's full name (for example, Max Hennings). When cleared, the system displays the user's ID (for example, VHennings).
|Include Shared Members in Cube Refresh||
When selected, shared members will inherit the highest security access based on a combination of the access assigned to the base member and parent of shared member.
When cleared, shared members will inherit the security access assigned to the base member.
|Show Autocorrect Errors option in Database Refresh||
When selected, this setting fixes member identity (ID) mismatches between the business process and Essbase.
In certain cases, the identity of a member changes in a way that causes it to be not fully recognized in the multi-dimensional database used by the application. When a member’s identity is not fully correctly established within all parts of the system, it could sometimes cause hierarchy issues like incorrect member ordering, or miss children underneath that member, or miss some siblings, or miss certain properties, and so on. Autocorrect, when enabled and selected, detects such members and corrects their identity, allowing such members as well as their hierarchies along with properties and siblings, to be fully and correctly recognizable and usable within all the parts of the system.
|Email Character Set||
Select UTF-8 or Regional Setting.
|Business Rules Notification||
If set to Yes, notifies users or groups when rules (which are enabled for notification in Calculation Manager) are completed or encounter errors. In Notify These Users, select the users or groups to notify.
|Allow Drill Down on Shared Members in Ad Hoc||
|Drill to All Levels in Base||
Allows ad hoc grid users to drill down (or zoom in) from shared members to all levels within the base hierarchy. This check box option applies to Standard-mode applications only.
The Drill to All Levels in Base check box appears when Allow Drill Down on Shared Members in Ad Hoc is set to Yes.
A shared member is often a parent member in its base hierarchy. With the Drill to All Levels in Base check box enabled, users can drill down from the shared member to the base hierarchy using the zoom options, All Levels or Bottom Level.
When the Drill to All Levels in Base check box is disabled, the user may zoom in to the various levels of the base hierarchy one level at a time using the Next Level zoom option.
Multi-cell zoom-in on shared members is not supported.
|Minimize Approval Process Emails||
Reduces the number of emails a user receives when using Approvals. The default is No.
If Yes is selected, only one email notification (for the approved parent entity) is sent to the new owner of the planning unit. Separate email notifications aren’t sent for every child entity in the planning unit hierarchy. If No is selected, owners that are set at parent nodes will receive emails for the selected node as well as an email for each child node.
|Enable Use of the Application for||
Determines whether users can access the application in administration mode, such as during backups. When you select Administrators, if any non-administrative users are logged on to the application, they are forced off the system and will not be able to log on. To restore access to an application for all users, select All users.
|Assign Application Owner||
Assigns ownership of the application to another Service Administrator.
For more information about application ownership, see Managing Application Ownership.
|Enable the Display of Substitution Variables||
Set how substitution variables display in the Member Selection dialog box when users respond to runtime prompts in business rules. Display All displays all substitution variables. Display None displays no substitution variables. Enable Filtering displays only substitution variables that are valid for the runtime prompt.
Choose a suppression behavior for ad hoc grids in the web and in Smart View for cases where rows and columns contain missing data or zeroes.
|Smart View Ad Hoc Behavior||
All new and recreated applications are automatically set to Standard.
For existing and migrated applications, choose to enable enhanced ad hoc features and behaviors in Smart View:
For a complete description of the enhanced ad hoc features available in Standard mode, see Smart View Behavior Options in EPM Cloud in Working with Oracle Smart View for Office.
|Enable currency calculation based on scenario time period||
Choose whether to enable currency calculations in forms and batch currency rules based on the scenario time period. Selecting Yes restricts currency calculations to the range defined for the scenario time period. Selecting No calculates everything based on exchange rates and reporting currency and is not restricted based on the scenario time period range. Note that the behavior of the currency conversion script is dependent on this application setting at the time the rule is executed.
|Export EPM Cloud Smart List textual data during daily maintenance for incremental data import||
Choose whether to perform a complete export during the daily maintenance process or to create an application backup:
Note that this setting applies only to Essbase that does not support hybrid.
For more information, see Setting the Daily Maintenance Process Start Time.
|Link Accounts by Default||
For block storage (input) cubes, select whether to XREF linked account members by default:
|Attribute Dimension Reorder Threshold||
Enter a threshold value between 0 and 500 (500 is the default value).
For attribute dimensions, when the number of members under a given parent exceeds the specified threshold value, then the members will be reordered at the end of a metadata load instead of during the load. Depending on the specific shape of the attribute dimension, adjusting this number can sometimes have an impact on performance. In general, this setting can be ignored unless attribute dimension load times degrade beyond acceptable levels.
|Set Reporting Options||
If you're using the next-generation Reports reporting solution, Oracle recommends you use this setting to upload any TrueType fonts that your company uses to produce reports.
To upload TrueType fonts, click Report Settings, click Manage Fonts, click , and then select the font files to upload.
See Working with the Reports Reporting Solution in Working with Planning .