using oracle e-business suite (ebs) to manage epm functional security for epm releases 11.1.1.3 and...

Using Oracle E-Business Suite (EBS) to Manage EPM Functional Security

For EPM Releases 11.1.1.3 and 11.1.2

Use Case

• The customer manages the privileges and responsibilities in EBS

• The customer would like to manage EPM’s functional security (roles) in EBS as part of a custom application with its privileges

Assumptions

• EBS users belong to a corporate directory such as OID or MSAD

• If EBS is configured to use native users and not OID, then the email address in EBS should match the email address of the corporate directory

Integration Approach

• The integration is done via two capabilities in EPM:• Hyperion Shared Service’s ability to assign roles to

native groups• LCM’s ability to load native groups into the system

Configuration Steps for the Integration

Task Overview

• In EPM:• Configure EPM’s security to use the corporate

directory where the EBS users reside• Use SQLPlus or other means to export

responsibilities and users assigned to these responsibilities

• Use LCM to import the above data into Shared Services. This will create native EPM groups for each EBS responsibility

• Schedule these two tasks to run them periodically, as needed

Configuring EPM Security

• EPM security is administered and managed in Shared Services. You need to launch Shared Services Console and configure the corporate directory where the EBS users reside as a provider in Shared Services. The following slides detail these steps using OID as an example.

Configure EBS User Directory

Configure EBS User Directory Again

• Configure the EBS user directory once to be able to authenticate users based on their login attribute

• Configure the EBS user directory again with the email address as the login attribute, because users are extracted and imported from EBS based on the email attribute

• After configuring the EBS user directory with the email address as the login attribute, put that directory lower in the search order and disable group cache

Configure EBS User Directory Again – using email address


Provide a valid

email address

here and click

autoconfigure


Uncheck This

to disable

group cache

Lower Search Order for New Directory Configured

Use LCM to Create Migration Definition File

• Use the LCM UI in Shared Services Console to build a migration definition file that will be used to import the responsibilities data

• Once LCM data has been extracted as shown, add the EBS extracted data in the format specified to the groups.csv file that is found under the folder you will specify in the LCM UI at: $MIDDLEWARE_HOME\user_projects\epmsystem1\import_export\admin@Native Directory

Create Migration Definition File for LCM

Save Migration Definition File

Execute Migration

The Exported Shows up on the Filesystem

Extract EBS Security• The following three slides show the sample SQL that can

be used to extract the security from EBS. You will need to format the output as shown in the “Sample Format for Groups.csv” slide.

• Merge the results of the two queries into a single CSV file.• Insert the headers and static text as shown in red in

the .csv file prior to importing into Shared Services.• Note that in the slide that shows the sample format for

goups.csv, the text shown in red is mandatory and static.• The sample query has a condition in the “where” clause to

filter based on a given application name. Use the application name in EBS that will be used for managing user security for EPM.

Extract Responsibilities in .csv FormatExtract the responsibilities so that these will be the native groups. You may use the

following sample but customize to your specific implementation.select distinct'"'||R.RESPONSIBILITY_NAME||'"',',Native Directory'

from

APPS.FND_USER_RESP_GROUPS G

, APPS.FND_USER U

, APPS.FND_RESPONSIBILITY_VL R

, APPS.FND_APPLICATION_VL A

where (1=1)

/* joins */

and R.APPLICATION_ID = A.APPLICATION_ID

and G.RESPONSIBILITY_ID = R.RESPONSIBILITY_ID

and G.RESPONSIBILITY_APPLICATION_ID = R.APPLICATION_ID

and G.USER_ID = U.USER_ID

/* filters */

and R.START_DATE < SYSDATE and nvl(R.END_DATE, SYSDATE) >= SYSDATE

and U.START_DATE < SYSDATE and nvl(U.END_DATE, SYSDATE) >= SYSDATE

and G.START_DATE < SYSDATE and nvl(G.END_DATE, SYSDATE) >= SYSDATE

/*and A.APPLICATION_SHORT_NAME = 'EPM'*/

and U.USER_ID is not null

Extract Responsibilities and Assignments in .csv Format

Use this query if using OID with EBS to extract the responsibilities and the users assigned to these responsibilities for the custom application created. You may use the following sample but customize to your specific implementation.

select '"'||R.RESPONSIBILITY_NAME||'"',',',',',',' , '"'||U.USER_NAME||'"', ',Native Directory'from APPS.FND_USER_RESP_GROUPS G , APPS.FND_USER U , APPS.FND_RESPONSIBILITY_VL R , APPS.FND_APPLICATION_VL Awhere (1=1) /* joins */ and R.APPLICATION_ID = A.APPLICATION_ID and G.RESPONSIBILITY_ID = R.RESPONSIBILITY_ID and G.RESPONSIBILITY_APPLICATION_ID = R.APPLICATION_ID and G.USER_ID = U.USER_ID /* filters */ and R.START_DATE < SYSDATE and nvl(R.END_DATE, SYSDATE) >= SYSDATE and U.START_DATE < SYSDATE and nvl(U.END_DATE, SYSDATE) >= SYSDATE and G.START_DATE < SYSDATE and nvl(G.END_DATE, SYSDATE) >= SYSDATE /*and A.APPLICATION_SHORT_NAME = 'EPM'*/and U.USER_NAME is not null

Extract Responsibilities and Assignments in .csv Format

Use this query if using EBS with native users to extract the responsibilities and the users assigned to these responsibilities for the custom application created. The email address in EBS should match the external directory as well. You may use the following sample but customize to your specific implementation.

select '"'||R.RESPONSIBILITY_NAME||'"',',',',',',' , '"'||U.EMAIL_ADDRESS||'"', ',Native Directory'from APPS.FND_USER_RESP_GROUPS G , APPS.FND_USER U , APPS.FND_RESPONSIBILITY_VL R , APPS.FND_APPLICATION_VL Awhere (1=1) /* joins */ and R.APPLICATION_ID = A.APPLICATION_ID and G.RESPONSIBILITY_ID = R.RESPONSIBILITY_ID and G.RESPONSIBILITY_APPLICATION_ID = R.APPLICATION_ID and G.USER_ID = U.USER_ID /* filters */ and R.START_DATE < SYSDATE and nvl(R.END_DATE, SYSDATE) >= SYSDATE and U.START_DATE < SYSDATE and nvl(U.END_DATE, SYSDATE) >= SYSDATE and G.START_DATE < SYSDATE and nvl(G.END_DATE, SYSDATE) >= SYSDATE /*and A.APPLICATION_SHORT_NAME = 'EPM'*/and U.EMAIL_ADDRESS is not null

Sample Format for Groups.csv – using email_address

#groupid,provider,name,description,internal_id

Sourcing Supplier Resp02 , Native Directory

Cash Management , Native Directory

General Ledger Super User , Native Directory#group_childrenid,group_id,group_provider,user_id,user_provider

Sourcing Supplier Resp02 , , , [email protected] , Native Directory

Cash Management , , , [email protected] , Native Directory

General Ledger Super User , , , [email protected] , Native Directory

Sample Format for Groups.csv – using user_id

#groupid,provider,name,description,internal_id

Sourcing Supplier Resp02 , Native Directory

Cash Management , Native Directory

General Ledger Super User , Native Directory#group_childrenid,group_id,group_provider,user_id,user_provider

Sourcing Supplier Resp02 , , , 555SECUSER14 , Native Directory

Cash Management , , , ARFINQA_02 , Native Directory

General Ledger Super User , , , EBUSINESS_AR , Native Directory

Import Using LCM

Administration Tasks after the first import and any subsequent

application creation

• In EPM:• Provision native groups created by the LCM import

to the appropriate role(s) in the application. This is a “one time” activity.

• If the groups and apps are high in number, bulk provisioning can be done via LCM.

Provision EPM Roles to EBS Responsibility Groups

using oracle e-business suite (ebs) to manage epm functional security for epm releases 11.1.1.3 and...

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