Creating Users

Who can create users?

As an administrator, you can create users for the shared database that you maintain.

Prerequisites for creating users

Windows client users require installed environment

Before you can create a new Windows client user, you must install the user's environment. This environment, called a component, contains shell databases and configuration files.

For information about installing user environments, see Oracle Financial Analyzer Installation and Upgrade Guide.

Determine web sign-on method

Ask your system administrator how web users will access Financial Analyzer. If the system has been installed so that users will access Financial Analyzer through Oracle Self Service Applications, setting up users will involve importing user names from Oracle Applications. You will need an Oracle Applications user ID, password, and connection alias to perform this task.

Adding users

Choose Users from the Manage menu to create a new user. This opens the Manage Users dialog box, where you choose New to enter information for a new user.

You provide the following user information:

• User -- Enter a name that identifies the user.

• User type -- Select the type of user. For more information, see "Specifying user type".

• Usernames -- Choose Edit to access the Edit User dialog box where you can associate one or more user names with the user and specify whether the user is authorized to create shareable documents. For more information, see "Specifying user name" and "Using the Shareable Documents Feature".

• Other -- Provide information that is specific to the client type. For example, for a thin-client workstation, you enter the SHELLS directory of the component where you are creating the user and the Express Server instance to which the user's personal database will be connected.

Adding a new user creates a user task and sends it to the Task Processor. If you are not running the Task Processor in the background, you must run it in the foreground to process the user task.

Specifying user type

You can create the following type of users:

• DBA -- An administrator who has access to a personal and shared database and to the set of features that are available in the Administrator workstation. On the web, DBA users access data from the shared database

• Budget -- A user who has access to a personal database and to the set of features that are available in the Budget workstation. For a budget user who will access Financial Analyzer through the Windows client, you can create a budget user as thin- or thick client. On the web, budget users access data from the shared database.

• Analyst -- A user who has access to a temporary personal database and to the set of features that are available in the Analyst workstation. For a Windows client, an analyst user's personal database must be connected to the same instance of Express Server that is connected to the shared database.

• External -- A user who has access to the shared database of his or her administrator and to a set of features that are available through the Financial Analyzer Web interface, through the Express Spreadsheet Add-In, or through a custom application that accesses the Financial Analyzer shared database.

Specifying user name

You can import user names from one of two sources:

• Operating system -- Choose this option to select users who will access Financial Analyzer through the Windows client. You can also use this option to select web users who will not use Oracle Applications to access Financial Analyzer.

• Oracle Applications -- Choose this option to select web users who will use Oracle Applications to access Financial Analyzer through a single sign-on.

For Windows client users and web users who will not use Oracle Applications to access Financial Analyzer, you also have the option to manually type in a user name.

Manually entering user names

To enter a user name, type the name into the blank Specify User Name box in the New User dialog box or the Edit User dialog box.

Importing user names from the operating system

To import user names from the operating system, choose Import User in the New User dialog box or the Edit User dialog box. Choose the System Users tab, select one or more users and choose OK.

Importing user names from Oracle Applications

To import user names from Oracle Applications, choose Import User in the New User dialog box or the Edit User dialog box. Choose the Oracle Applications tab, log into Oracle Applications, select one or more users, and choose OK.

You only have to log into Oracle Applications once per session. When you log in, you are prompted for the following information:

• Oracle Applications user ID -- Your ID for the Financial Analyzer schema

• Oracle Applications password -- Your password for the Financial Analyzer schema

• Alias -- Alias for the TSNAMES.ORA connection file

Note: Your system administrator can provide this information.

The system retrieves a list of those users who have been authorized for the user type in Oracle Applications. For example, if you are specifying an analyst user, the system will display the names of individuals who have been associated with the responsibility of Financial Analyzer analyst in Oracle Applications.

Example: Adding a new user

The following illustration shows the New User dialog box with information for an Analyst workstation user (Analyst2). In this example, the user is associated with two user names. The (OA) designation appended to the second name indicates that the user name has been imported from Oracle Applications.

Related information

For more information about creating users, search for the following topics in the Financial Analyzer Help system: Creating Users.

"Creating Users"

"Import Users Dialog Box"

"Oracle Applications Log In Dialog Box"