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How to Create Data Access for the Users

Added: (Mon Feb 26 2018)

Pressbox (Press Release) - The setup to the Data Access can be found in configuration setup page or from Implementation projects. Click on the “Manage Data Access for Users” link to navigate to the below shown page when the data access can be provided to users

Before coming to this page, the user should be added with the required role. The role itself can restrict the users to specific organization / Business Unit. If the Role added to the user is a generic role without and org specific restrictions then the “Manage Data Access for Users” page can be used to restrict the users to access specific BU, Inventory Org, Data set, etc.,

Below screenshot shows the addition of Inventory Manager role to the user. The assigned Inventory Manager role does not restrict users to any specific organization. So we can restrict the user to access only specific org by creating data access.

After search and select the button Authorize Data Access and we got download one excel sheet. There are two ways to create the data access. First way is to create the data access by clicking on “+” plus icon and second one is through FBDI excel update. If one or two roles to be setup with data access then the manual way can be followed and if many roles within a user needs data access then excel upload can be used.

Below example shows the excel based update

On click of the Excel sheet will open with Prompt message

Here we click the Yes button

We need to enter the credentials on the login screen. On click of the Sign button will display the excel sheet with data’s. If we upload the data access from the excel sheet to the application, we should install the software ‘adfdi’. Then only we can able to upload the data access to the application.

On the Excel sheet click the column Security Contest Values and row in Inventory Organization

On click on the relevant name will directly navigate to Oracle application: Inventory Organization

We have entered the 001 in organization and search and select Organization Name as Seattle(001) and click the OK button

After entering the Organization Name we will get 1 values in the relevant row. And we need to put a value on excel ‘001 and enter

We need to select the Reference Data set and should enter the value as US1 BU Set and click ok button

We will get the value on the excel sheet like below

In Ledger row, we need to enter the value in US Ledger Set.

Once we entered all the relevant rows will click on excel sheet Authorize Data Access for Users tab and select Upload icon

After upload the data’s on excel sheet to the application, we need to check whether the role will get the data access.

Manage Data Access for Users screen we should select Users with Data Access and Security Context->All and enter the username and click the search.

If we upload the data successfully from the excel sheet we will get the data’s like this.

If we need to add the data access manually, will click the + (create)button and enter the fields like User Name, Role, Security Context and Security Context Values

Now we have to log out ad login then see the changes in the specifc user to whom the data access is assigned.

Submitted by:muralikrishna
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