Provisioning Users And Groups

PROVISIONING USERS AND GROUPS WITH PLANNING APPLICATION ROLES

Functional Administrator and Planning Provisioning Managers can provision
Planning application users using Shared Services Console

You must provision planing users separately to each application. 

To provision users and groups with Planing application roles:

1. Access Shared Services Console as a Functional Administrator or as a Provisioning Manager role of   the Planning application that you want to provision.

2. Provision users and groups to Planning application.

3. Find a User or Group to Provision.

4. Right click  the user of group, and then select Provision.

5. In Available Roles, expand the application group (for example, Planning) that contains your Planning application.

6. Expand the node that represents your application.

7. Select roles and click Add.

8. The selected roles are displayed in Selected Roles list

9. Click Save.

10. Click OK

SIMPLE DATA FORM CREATION

Data forms are used by the business users and planners to enter, update and analyze the data. Data forms are spreadsheet like web based grids and connected to the Essbase database which acts as a central repository for all data.

There are 2 types of forms:

1) Simple form - that displays  a single form
2) Composite form - that displays multiple forms simultaneously.

Simple Data form creating steps:

Go to Administration | Manage | Forms and Ad Hoc Grids

There is an option to create data form folders as shown in the following image:

Data forms and Folders:

Folders can be used to organize and categorize the data forms.

Select Create, which will lead to a pop up, where we need to provide name of the folder.

The folder structure is given in the below screen shot.

Following is the Data form folder created as “My Hyperion”

Right click on My Hyperion data form folder and it will open Data forms to create

Data Form properties:

The data form has the following sections:-

• Properties
• Layout
• Other Options
• Business Rules

Provide the basic information such as the Form Name, Description, and instruction in the Properties tab, as shown in the following image

Properties – It has basic details such as Form Name, Description and instructions of the form 

Click Next to move ahead to the next tab of Layout in the data form creation.

Layout – In this section actual layout of the form is designed 

Click on the Member Name to select and chose the required members

Click on Next to move to the next tab of Other Options.

Move ahead by clicking Next and select the required Business Rules.

Business Rules – In this section Business rules are associated with the form and its properties are defined for business rule execution.

Now, click on Finish

After we finish, we get a success message as data form was saved.

Click Save and Finish and review the new web form in working mode