Creating Planning Groups


Purpose


This tutorial shows you how to create a native directory group for Hyperion Planning 9.3.1.

Time to Complete


Approximately 10 minutes

Topics


This tutorial covers the following topics:

 Overview
 Scenario
 Prerequisites
 Creating native directory groups
 Associating users and groups
 Assigning Planning roles to groups
 Summary
 Related information

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Overview


This tutorial covers how to create native directory groups for Planning users.

The focus of this tutorial is to illustrate how you can create a group for users with limited access to the corporate network. You can associate users and groups to the native directory Planning group. You can also assign specific Planning application roles and permissions to the group.

Planning application roles include:

 Power Roles—Administrator, Application Owner, Mass Allocate, Essbase Write Access
 Interactive Roles—Interactive User
 Planner Roles—Planner
Viewer Roles—View User

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Scenario


Your company uses an external authentication directory. You need to create a native directory group for Planners in the Hyplan application. Those Planners enter and submit plans for approval, run business rules, use reports that others created, view and use task lists, and create data by using Smart View.

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Prerequisites


Before starting this tutorial, you should:

1. Have Provisioning Manager access to Planning applications.
2. Have access to Hyperion Shared Services User Management Console.

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Creating Native Directory Groups

User Management Console is the centralized user interface for managing projects and applications within projects, provisioning users and groups for Oracle's Hyperion applications, managing the Shared Services native directory. The console software is installed with Shared Services server.

In this topic, you create a native directory group in User Management Console.

To create native directory groups in User Management Console:

1.

In the view pane, expand User Directories > Native Directory.
 

 

2.

Select Groups.

 

3.

Right-click Groups, and select New.

 

4.

In the name box, enter a name for the Planning group, and click Next.

 

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Associating Users and Groups


When you create native directory groups in User Management Console, you can associate group and user members.

To associate users and groups:

1.

In the Directory list, select a directory, and click Go.

 

2.

In the Available Groups area, select groups, and click Add Add. When you finish adding group members, click Next.


 

3.

In the Directory list, select a directory, and click Go.

 

4.

In the Available Users, select users, and click Add Add. When you finish adding users, click Finish.

 

5.

Review the status message and click OK.

 

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Assigning Planning Roles to Groups


In this topic, you assign specific Planning application roles to the native directory group you just created.

To assign Planning roles to groups:

1.

With Groups selected in the Native Directory tree, click Show All to display the available groups in the content area.

 

2.

Right-click a group, and select Provision.


 

3.

In the Available Roles area, expand the project and application nodes to display the available roles .

 

4.

Select a role to assign the group and click Add Add. When you finish assigning roles, click Save.

 

5.

Review the provision summary and click OK.

 

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Summary


In this tutorial, you learned how to:

 Create native directory groups
 Associate users and groups
 Assign Planning roles to groups

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Related Information


To learn more about Planning 9.3.1, refer to additional OBEs.

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