Loading Application Security

Caution:

You can only load security classes for Classic Oracle Hyperion Financial Management applications.

You must load application security before you can load other information to an application. If you are loading several application elements at once, the system loads the security files first.

Security information load files can be in an ASCII or Unicode format. The default file name extension for security information load files is SEC.

You can load users, security classes, role access, and security class access.

To remove a role from a user or group, you must modify the role in the Shared Services Console. See the Oracle Enterprise Performance Management System User Security Administration Guide.

Note:

Oracle recommends that you add Financial Management to the exceptions for your Web pop-up blocker. When you perform some tasks such as loading data, a status window pops up showing the task status. If you have a pop-up blocker enabled on your computer, the status window is not displayed.

To load application security:

  1. Open the application.
  2. Select Consolidation, then Load, and then Application Elements.
  3. In the Security section, enter the file name to load, or click Browse to find the file.

    Note:

    By default, application security information files use the SEC file extension. The load process accepts other file extensions such as TXT or CSV, however, Oracle recommends that you use the SEC file extension.

  4. Optional: Select Clear All to clear security information for the application before loading the new security information.

    Caution:

    You can use the Clear All option only if you have been assigned the Application Administrator and Provisioning Manager roles. Also, if you use this option, you will have to reprovision users, as all users (including the user doing the clear) will be removed in this process. For information on provisioning users, see the Oracle Enterprise Performance Management System User Security Administration Guide. Before selecting the clear option, review Clearing and Loading Security Information.

  5. From Delimiter, select the character used to separate information in the file. These characters are valid: 
    , ~ @ $ % ^ & | : ; ? \

    Note:

    You must use a character that is not used in the file name or in any other way in the file. For example, if you use the comma in an entity description, you cannot use the comma as the delimiter.

  6. From the Filters section, select the types of security information to load.

    Tip:

    To reset the filter selections, click Reset.

  7. Click Load.
  8. Optional: To download the log file, click Download Log. Click Open to display the log file, or Save and select a location to save the file locally.