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Copyright (c) 2019, Oracle. All rights reserved. Oracle Confidential.

Mass Import Security Access into PBCS or EPBCS (Doc ID 2293345.1) To Bottom

Modified: Aug 3, 2017 Type: HOWTO

In this Document

Goal
Solution
References

APPLIES TO:
Oracle Enterprise Planning and Budgeting Cloud Service - Version 17.07.76 and later
Oracle Planning and Budgeting Cloud Service - Version 17.07.76 and later
Information in this document applies to any platform.

GOAL
How to mass import Security Access in PBCS or EPBCS, for Dimensions, Forms, Form Folders, Business Rules and Task Lists

SOLUTION

Overview:
1. Generate your LCM zip file
2. Download the LCM zip file
3. Edit the XML files
4. Re-zip the LCM zip file
5. Upload and import the amended LCM zip

Details:
1. Generate your LCM zip file
Application > Migration
Select Planning link in Categories tab
Select Security only, and export

2. Download the LCM zip file


Application > Migration > Snapshots
Download the snapshot made in step 1
3. Edit the XML files
Users.xml contains all entries for user specific access
Under Groups folder, each <groupname>.xml is specific to that group
Start tag: <acls>
End tag: </acls>
Only use the above start and end tag ONCE in the file. If you start with a blank file, it will ONLY have these two tags in it.

If you would like to remove security you can add tag <remove> </remove> to each user/group permission that you wish to remove as part o the mass security permission
import.

Review tables below to add your required access to the .xml file
Table1

User Group
Dimension <acl> <acl>
<name>user@oracle.com</name> <name>GroupName</name>
<objectName>MemberName</objectName> <objectName>MemberName</objectName>
<objectType>SL_DIMENSION</objectType> <objectType>SL_DIMENSION</objectType>
<accessMode>READ</accessMode> <accessMode>READ</accessMode>
<flag>MEMBER</flag> <flag>MEMBER</flag>
<isUser>Y</isUser> <isUser>N</isUser>
</acl> </acl>
Rule <acl> <acl>
<name>user@oracle.com</name> <name>GroupName</name>
<objectName>RuleName</objectName> <objectName>RuleName</objectName>
<objectType>SL_CALCRULE</objectType> <objectType>SL_CALCRULE</objectType>
<accessMode>LAUNCH</accessMode> <accessMode>LAUNCH</accessMode>
<flag>MEMBER</flag> <flag>MEMBER</flag>
<isUser>Y</isUser> <isUser>N</isUser>
</acl> </acl>
F l l
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12/04/2019 Knowledge
Form <acl> <acl>
<name>user@oracle.com</name> <name>GroupName</name>
<objectName>FormName</objectName> <objectName>FormName</objectName>
<objectType>SL_FORM</objectType> <objectType>SL_FORM</objectType>
<accessMode>READ</accessMode> <accessMode>READ</accessMode>
<flag>MEMBER</flag> <flag>MEMBER</flag>
<isUser>Y</isUser> <isUser>N</isUser>
</acl> </acl>
Form Folder <acl> <acl>
<name>user@oracle.com</name> <name>GroupName</name>
<objectName>FolderName</objectName> <objectName>FolderName</objectName>
<objectType>SL_FORMFOLDER</objectType> <objectType>SL_FORMFOLDER</objectType>
<accessMode>READ</accessMode> <accessMode>READ</accessMode>
<flag>MEMBER</flag> <flag>MEMBER</flag>
<isUser>Y</isUser> <isUser>N</isUser>
</acl> </acl>
Task List <acl> <acl>
<name>user@oracle.com</name> <name>GroupName</name>
<objectName>TaskName</objectName> <objectName>TaskName</objectName>
<objectType>SL_TASKLIST</objectType> <objectType>SL_TASKLIST</objectType>
<accessMode>READ</accessMode> <accessMode>READ</accessMode>
<flag>MEMBER</flag> <flag>MEMBER</flag>
<isUser>Y</isUser> <isUser>N</isUser>
</acl> </acl>

Table2

accessMode flag
Dimension - READ - MEMBER
- -
READWRITE @DESCENDANTS
- NONE -
@IDESCENDANTS
- @CHILDREN
- @ICHILDREN
Rule - LAUNCH MEMBER
- NONE
Form - READ MEMBER
-
READWRITE
- NONE
Form - READ MEMBER
Folder -
READWRITE
- NONE
Task List - READ* MEMBER
- WRITE
-
READWRITE
- NONE

*Note:
Read=Assign
Write=Manage
ReadWrite=Manage and Assign
None=None

4. Re-zip the LCM zip file


Use 7-Zip or any other zip build tool to re-zip the LCM file after edits are made.
Rename it from the original, to distinct as edited version

5. Upload and import the amended LCM zip


Application > Migration > Snapshots
Select Upload and browse to your new .zip file
Select Gear Icon > Import to import the new .zip file

Note: Users and Groups used to assign access to have to exist in the application before you can assign access to them.

This is currently the ONLY way to mass import security

REFERENCES
NOTE:1993255.1 - Export/Import Security in PBCS
▼ Related
Products

Oracle Cloud > Oracle Software Cloud > Enterprise Performance Management Cloud > Oracle Enterprise Planning and Budgeting Cloud Service

Oracle Cloud > Oracle Software Cloud > Enterprise Performance Management Cloud > Oracle Planning and Budgeting Cloud Service > Application Management

Keywords
BUILD; CLOUD; DIMENSION; EXPORT; IMPORT; LCM; MASS; SECURITY; SNAPSHOT; UPLOAD; XML
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