Monday, June 29, 2009

BPC Security in a Nutshell

Security is broken down to 4 aspects:
  1. Users
    1. Basic component of security. User, Email, IM, etc.

  2. Teams
    1. Basic grouping of users
    2. You can assign Task and Member Access Profiles to Teams

  3. Task Profiles
    1. Application related security
    2. User/Team Activities and roles specified here
    3. There is a finite number of Tasks configured in BPC. See Task Profile Descriptions in the BPC Administration Help

  4. Member Access Profiles
    1. Dimension and member related security
    2. Example, you can specify which periods are ready to receive forecasts
Security Assignment:
Users-->
          Task Profiles
Teams-->

Users-->
          Member Access Profiles
Teams-->

Tuesday, June 9, 2009

Changing Account Rollups in BPC

To change the rollup for an account in BPC do the following:
  1. Change PARENTH1 on the account to the new rollup
  2. Process the dimension (Do a Full Process)
  3. Make the Application available
    1. Click on the Noble node
    2. Click on Set application set status
    3. Select Available
    4. Click Update application set status
  4. Refresh dimension members on the client.
    1. eTools -> Refresh Dimension Members
This will probably work for any dimension, not just accounts.