8 User Management for Oracle Utilities Analytic Insights

Once the user has been created and assigned to the application role(s), the user may access Oracle Utilities Analytic Insights online.

Upon first successful login, the user record is created in the Oracle Utilities Analytic Insights user list, and is ready to be configured and assigned to Oracle Utilities Analytic Insights groups and roles. Groups and roles determine the user features and functionality available to each user.

This chapter outlines specific steps that need to be performed to configured users in Oracle Utility Analytic Insights including:

Locating Provisioned Users in Oracle Utility Analytics Insights

Once a user has been created in Identity and Access Management and logged into the application for the first time, it will appear in the Oracle Utility Analytic Insights user list. See User Management for Oracle Utilities Analytic Insights

Note:

You need to have customer administration rights to complete this task. Verify that your user has been assigned to the Application Admin role in the application that is corresponding to the environment.

Use the following procedure to locate a user.

  1. Log in to Oracle Utility Analytic Insights.
  2. Select Administer, then Security, then Users to navigate to the Administer Users

    page.

  3. Search for the user you created in IAM by completing one of the user information fields and then clicking Get Users.

    You may search for a user by any data entered when creating the user.

    The data table will return with the user information and links that allow you to assign their user environment. See the Oracle Utilities Analytic Insights documentation for additional information about the Administer User page.

  4. Click Edit in the user row to open the Manage Users dialog box. The Manage Users dialog box allows you to modify group and role permissions.

Assigning Groups and Roles in Oracle Utility Analytic Insights

User environment access is managed through the Add Group and Add Role functions located in the Mange Users pane.

  • Add Group: Determines general user interface characteristics (for example, the menus that are displayed) and, consequently, which pages are accessible to the user and sets of users.
  • Add Role: Assigns user roles and determines the features that are available on the pages made available by the user's group privileges.

Roles are associated with modules. Assigning a role automatically associates the user to a module. The following table provides an example of possible user role to module associations. See the Oracle Utilities Analytic Insights documentation for more information.

Module Role
Meter to Bill

AMI Deployment Billing

Meter Operations Safety
Revenue Protection Revenue Protection
Distribution Planning and Operations Distribution Planning
Demand Response and Energy Efficiency Demand Response and Energy Efficiency

Most end users have access to environments with Explore and Export functionality based on their group assignment. The features available for the user on the Explore and Export pages are determined by their role. For example, a user with a Billing role in the Meter to Bill module has different algorithms and panels on the Explore page than a user assigned to the Distribution Planning role in the Distribution Planning and Operations module.

Note:

The user interface features defined for groups and roles are determined by licensing and implementation. They are not configurable by the customer.

Assigning and Removing User Group Permissions

The Group options in this section are examples only. Your environment may have different group types or group names.

Assigning User Group Permissions

Use the following procedure to assign a user to a group:

  1. Locate the user in Oracle Utility Analytic Insights and open the dialog box for the user. See Locating Provisioned Users in Oracle Utility Analytics Insights.
  2. Click Assign Additional Group.
  3. Select the appropriate group from the Add Group drop-down list, and click Save. The Manage Users dialog box will update the Group field with the assigned group.
  4. If a user needs permissions for multiple groups, repeat the previous steps for each additional group.
  5. Click Cancel or any area outside of the dialog box to close the dialog box.

Removing User Group Permissions

Use the following procedure to remove group assignments:

  1. Open the Manage User dialog box for the user. See Locating Provisioned Users in Oracle Utility Analytics Insights.
  2. Click Remove next to the group name you want to remove.

Assigning User Role Permissions

Users must be assigned roles in order to access the environment. Once assigned roles, a user will be able to choose from the modules that correspond to their assigned roles.

Use the following procedure to assign user role permissions:

  1. Open the Manage User dialog box for the user. See Locating Provisioned Users in Oracle Utility Analytics Insights.
  2. Click Assign Additional Role. The dialog will update with a drop-down list of the available roles based on the modules licensed to the customer.
  3. Select the appropriate role from the list and click Save. The Manage Users dialog box will update the Role field with the newly assigned role.
  4. If the user needs permissions for multiple roles, repeat the steps for each additional role.
  5. Click Cancel or any area outside of the dialog box to close the dialog box.

Removing User Role Permissions

Use the following procedure to remove user role permissions:

  1. Open the Manage User dialog box for the user. See Locating Provisioned Users in Oracle Utility Analytics Insights.
  2. Click Remove next to the role.