SUPPORT DOCUMENTATIONUSER GUIDEHOW TO CREATE THE BI PUBLISHER ROLES

AUTOMATION FOR ORACLE® EBS & ORACLE® ERP CLOUD

December 2019

2

TABLE OF CONTENT.OBJECTIVE. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3STEP TO CREATE THE BI PUBLISHER ROLES. . . . . . . . . . . . . . . . . . . . 4

Step 01 - Go to Home Page � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 4Step 02 - Select Tools and Security Console � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 4Step 03 - On the Roles page, click on Create Role � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 5Step 04 - Enter below information � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 5Step 05 - On the Role Hierarchy Page, Click on Add Role button � � � � � � � � � � � � � � � � � � � � � � � � 6Step 06 - Assign all the below Roles � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 6Step 07 - Then Click Next � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �7Step 08 - On the Users page, Click Add User Then Search for the user for assign this role and click Next7Step 09 - On the last page click on Save and Close � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � �7Step 10 - Run User and Roles Synchronization Process � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � � 8

OBJECTIVE.To create the BI Publisher Roles.

3

4

STEP TO CREATE THE BI PUBLISHER ROLES.STEP 01 - GO TO HOME PAGE

STEP 02 - SELECT TOOLS AND SECURITY CONSOLE

NOTE: Oracle recommends to not associate the user directly to the seeded BI Administrator Role

and advised to create a custom role and assign the Seeded BI Administrator Role to it instead. For

more information, please see Oracle Doc ID 2238277.1.

5

STEP 03 - ON THE ROLES PAGE, CLICK ON CREATE ROLE

STEP 04 - ENTER BELOW INFORMATION • ROLE NAME• ROLE CODE• ROLECATEGORY(DEFAULT)• DESCRIPTION

THEN CLICK ON NEXT

6

STEP 05 - ON THE ROLE HIERARCHY PAGE, CLICK ON ADD ROLE BUTTON

STEP 06 - ASSIGN ALL THE BELOW ROLES

• BI SYSTEM ROLE• BI APPS SYSTEM ROLE• BI ADMINISTRATOR ROLE• BIAPPLICATIONSIMPLEMENTATIONMANAGERDUTY• BIAPPLICATIONSFUNCTIONALDEVELOPERDUTY• BUSINESSINTELLIGENCECONTENTADMINISTRATOR

7

STEP 07 - THEN CLICK NEXT

STEP 08 - ON THE USERS PAGE, CLICK ADD USER THEN SEARCH FOR THE USER FOR ASSIGN THIS ROLE AND CLICK NEXT

STEP 09 - ON THE LAST PAGE CLICK ON SAVE AND CLOSE

8

STEP 10 - RUN USER AND ROLES SYNCHRONIZATION PROCESS

In order to get the custom role to be granted to the user immediately, please launch run user and rolessnchronizationprocessfromthemenuSetup and Maintenance > Initial Users > Run User and Roles Synchronization Process > Submit the job.

AUTOMATION FOR ORACLE® EBS & ORACLE® ERP CLOUD

Wewillappreciateifyoudonotprintthisdocument.In case you really need to print it, please recycle.

OracleandJavaareregisteredtrademarksofOracleand/oritsaffiliates.Othernamesmaybetrademarksoftheirrespectiveowners.