Hyperion Roles

Shared Services Roles

All Shared Services roles are power roles. Typically, these roles are granted to power users who are involved in administering Shared Services and other Hyperion products.

1. Administrator Provides control over all products that integrate with Shared Services. It enables more control over security than any other Hyperion product roles and should therefore be assigned sparingly. Administrators can perform all administrative tasks in User Management Console and can provision themselves. This role grants broad access to all applications registered with Shared Services. The Administrator role is, by default, assigned to the admin Native Directory user, which is the only user available after you deploy Shared Services.
2. Directory Manager Creates and manages users and groups within Native Directory.
   Do not assign to Directory Managers the Provisioning Manager role because combining these roles allows Directory Managers to provision themselves. The recommended practice is to grant one user the Directory Manager role and another user the Provisioning Manager role.
3. LCM Manager Runs the Artifact Life-Cycle Management utility to promote artifacts or data across product environments and operating systems.
4. Project Manager Creates and manages projects within Shared Services.
5. Create Integrations Creates Shared Services data integrations (the process of moving data between applications) using a wizard. For Oracle's Enterprise Performance Management Architect, creates and executes data synchronizations.
6. Run Integrations Views and runs Shared Services data integrations.
   For Performance Management Architect, executes data synchronizations.
7. Dimension Editor Creates and manages import profiles for dimension creation. Also, creates and manages dimensions manually within the Performance Management Architect user interface or the Classic Application Administration option.
   Required to access Classic Application Administration options for Financial Management and Planning using Web navigation.
8. Application Creator Creates and deploys Performance Management Architect applications. Users with this role can create applications, but can change only the dimensions to which they have access permissions.
   Required, in addition to the Dimension Editor role, for Financial Management and Planning users to be able to Navigate to their product’s Classic Application Administration options. When a user with Application Creator role deploys an application from Performance Management Architect, that user automatically becomes the application administrator and provisioning manager for that application.

The Application Creator can create all applications.

1. Analytic Services Application Creator: The Analytic Services Application Creator can create Generic Performance Management Architect applications.
2. Financial Management Application Creator: The Financial Management Application Creator can create Consolidation applications and Performance Management Architect Generic applications. To create applications, the user must also be a member of the Application Creators group specified in Financial Management Configuration Utility.
3. Planning Application Creator: The Planning Application Creator can create Planning applications and Performance Management Architect Generic applications.

Essbase Roles

Power Roles

1. Administrator Grants full access to administer the server, applications and databases
2. Application Manager Creates deletes and modifies databases, and application settings within the assigned application. Includes Database Manager permissions for the databases within the assigned application
3. Create/Delete Application Creates and deletes applications and databases within applications. Includes Manager permissions for the applications and databases created by this user
4. Database Manager Manages the databases, database objects, locks and sessions within the assigned application
5. Load/Unload Application Start and stops an application or databases.

Interactive Roles

1. Calc :- Calculates, updates and reads data values based on the assigned scope, using any assigned calculations and filter

2. Write : -Updates and reads data values based on the assigned scope, using any assigned filter

3. Filter :- Accesses specific data and meta data according to the restrictions of a filter

View Roles

· Read :- Read data values
· Server Access :- Accesses any database that has a default access other than none

Planning Roles

Power Roles

1. Administrator Performs all application tasks except those reserved for the application owner and Mass Allocate role. Creates and manages applications, manages access permissions, initiates the budget process, designates the email server for notifications.
2. Application Owner Reassigns application ownership.
   Mass Allocate Accesses the Mass Allocate feature to spread data multi-dimensionally down a hierarchy, even to cells not visible in the data form and to which the user does not have access. Any user type can be assigned this role, but it should be assigned sparingly.
3. Analytic Services Write Access for planners and interactive users: Grants users the same access permissions they have in Planning to Planning data in Essbase. Enables users having write access, to change Planning data directly in Essbase using another product such as Financial Reporting or a third-party tool.

Interactive Roles

1. Interactive User Creates and maintains data forms, Smart View worksheets, business rules, task lists, Financial Reporting reports, and Oracle's Hyperion® Application Link adapter processes and flow diagrams. Manages the budget process. Can perform all Planner tasks. Interactive users are typically department heads and business unit managers.

Planner Roles

1. Planner Enters and submits plans for approval, runs business rules and Oracle's Hyperion® Application Link flow diagrams. Uses reports that others have created views and uses task lists, enables e-mail notification for themselves, creates data using Smart View.

View Roles

1. View User Views and analyzes data through Planning data forms and any data access tools for which they are licensed (for example, Financial Reporting, Web Analysis, Smart View). Typical View users are executives who want to see business plans during and at the end of the budget process.