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Oracle Projects Suite- Security Options (A security journey from Forms to HTML)

Oracle Projects Suite- Security Options (A security journey from Forms to HTML). Timothy Cronin Cronin Business Solutions. Agenda…. Introduction to the Oracle Projects Suite Forms versus HTML Elements of PA Security Functions Menus Responsibilities Multi Org/HR Security

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Oracle Projects Suite- Security Options (A security journey from Forms to HTML)

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  1. Oracle Projects Suite- Security Options (A security journey from Forms to HTML) Timothy Cronin Cronin Business Solutions

  2. Agenda… • Introduction to the Oracle Projects Suite • Forms versus HTML • Elements of PA Security • Functions • Menus • Responsibilities • Multi Org/HR Security • PA Profile Options • User Profile Security • Configuration Considerations • Quick Reference Configuration Guide • Project Access Control • Organizational Authority • Role Based Security • Security Extension • MS Project Security • Personalizations

  3. Security Options Matrix…

  4. Walking the line, the Projects line…

  5. Introduction to the Oracle Projects suite

  6. History of Oracle Applications… 1985 1989 1997 1999 2001 2003 2005 2007 1995 1983 1987 1991 1993 1988 2006 1984 1986 1990 1994 1996 1998 2000 2002 2004 2008 1992 Oracle Founded (Originally named RSI) Version 10.7 Character Version 11.03 Version 12 Version 10.7 GUI Creation of Apps Division (Version MPL3) Version 11i Version 11.5.10 Version 9.3 Version 10.7 NCA Rollup 1 to 4 Version 8.6 Version 10.4 e-Business Suite Client/Server HTML Based Project Billing/Costing Enterprise Project Management

  7. The Projects Suite… Oracle Projects Intelligence Oracle Project Management Oracle Project Contracts Oracle Project Portfolio Planning Oracle Project Resource Management Oracle Project Collaboration Oracle Project Manufacturing Oracle Project Billing Oracle Project Costing Oracle Time and Labor Oracle Project Foundation Global Project Repository

  8. HTML versus Forms Self Service Web Applications vs. Professional Forms

  9. HTML vs. Forms… • Oracle is migrating away from Forms towards HTML • Oracle Projects suite is on the leading edge • A significant % of the Oracle Projects suite is now in HTML • In many cases, a function can be performed in both Forms and HTML • Security features are sometimes related to either HTML or Forms

  10. HTML vs. Forms… • Some modules are primarily designed for HTML others for Forms

  11. HTML vs. Forms… • Selected functionality by HTML or Forms

  12. HTML vs. Forms… • Project creation is HTML and Forms:

  13. Function Security

  14. Function Security… Function Security • Function security controls user access to Oracle Projects functions • Functions are assigned to Menus • Thus providing access to specific functionality in PA • Managed via System Administrator

  15. Function Security… • Functions control access to most features within PA • Examples include: • Ability to see a button • Ability to baseline a workplan • Ability to view cost rates • Ability to update progress • Etc…

  16. Menu Security

  17. Menu Security… Menu Security • Build from either other menus or functions • Grant access to specific PA functionality • Menus are assigned to either Responsibilities or Roles • Managed via System Administrator

  18. Function and Menu Security… • Steps to create a function loaded menu • Navigate to System Administrator- Menu • Either create a new menu or query an existing menu • Add/Remove Functions as necessary

  19. Responsibility Based Security

  20. Responsibility Based Security… • A user’s logon determines what a user can do within Oracle • Configured and managed in System Administrator

  21. Responsibility Based Security… • Responsibilities contain the following attributes: • Menu • Request Group • Function and Menu Exclusions

  22. Responsibility Based Security… • HTML versus Forms differences…

  23. Responsibility Based Security… • HTML versus Forms responsibilities…

  24. Responsibility Based Security… • The Oracle Projects Suite contains the following predefined responsibilities: • HTML Based • Project Super User • Project Manager • Project Administrator • Resource Manager • Staffing Manager • Operations Manager • Team Member • Forms Based • Project Costing Super User • Project Billing Super User • Projects Implementation Super User • Project Manager (Non-HTML)

  25. Responsibility Based Security… • Steps to create a responsibility • Navigate to System Administrator – Responsibilities • Enter name • Assign Application • Determine: Forms vs HTML • Assign Menu • Assign Request Group • Enter any function or menu exclusions

  26. Multi Organization and HR Security

  27. MO and HR Security… • The responsibility is the primary means of defining security • All Oracle Applications users access the system through a responsibility that is linked to a security profile • The security profile determines which records the user can access

  28. MO and HR Security… • Multi Organizational Security can be based on the following hierarchy: Set of Books Business Group Operating Unit Organizations

  29. HR: Cross Business Group… • HR: Cross Business Group Profile option: • Allows partial visibility of information across business groups

  30. Security Profile… • Oracle Human Resources Security Profile • Enables data to be secured in a variety of ways including: • Organization level • Operating unit level

  31. MO Operating Unit… • If the Security Profile calls for operating unit security: • Operating Unit is determined using the operating unit specified in the MO: OperatingUnit profile option • Allow or restrict access by operating unit

  32. MO Security Profile… • Security for applications that use organizations and organization hierarchies in their business views • Create a security profile and then assign to the site or application level

  33. Levels for setting Profile Options… Defaulting Order Order of Precedence Site Application Responsibility User

  34. MO Security… • Steps to configure MO Security • Navigate to Human Resources- Security Profiles • Either create a new security profile or update an existing profile • Navigate to System Administrator – Profile System Values • Enter appropriate values for: • HR: Cross Business Group • MO: Operating Unit • MO: Security Profile

  35. PA Profile Options

  36. PA Profile Options… • The following profile options provide an additional level of security for a responsibility • PA: Cross Project User – Update • PA: Cross Project User – View • PA: View All Project Resources • PJI: Organizational Security Profile

  37. PA: Cross Project User – Update… • This profile provides update all projects access • Applies to all operating units where the MO: Operating Unit profile option is enabled

  38. PA: Cross Project User – View… • This profile provides view all projects access • The default is set to “Yes”

  39. PA: View All Project Resources… • This profile enables users to view all resources in Oracle Projects and perform resource-related functions, as granted by their responsibilities.

  40. PJI: Organizational Security Profile… • Used to provide security access to Project Intelligence • Based on the Security Profile

  41. PA Profile Options… • Steps to define the PA Profile Options • Navigate to System Admin- Profile System Values • Query each of the following profiles an update as necessary • PA: Cross Project User – Update • PA: Cross Project User – View • PA: View All Project Resources • PJI: Organizational Security Profile

  42. Personal Profile Values

  43. User Profiles… • Users have limited ability to modify specific profile options • Accomplished via the Personal Profile Values form

  44. User Profiles… • Steps to update a User Profile • Navigate to the appropriate responsibility; (Example: Project Billing Super User- Other - Profile • Query the values for the user • Update the profile with the appropriate values

  45. Project Access Control

  46. Project Access Level… • Project Access Levels allow control of who can search and view specific projects • There are two access levels for projects: • Secured: Users need role or organizational access to view the project • Enterprise: Project can be viewed by any user in your enterprise regardless of their role

  47. Project Access Level… • The project access level is assigned via HTML • The UPG: Update Project Access Level concurrent process to update the access levels of several projects at once

  48. Project Access Level… • Steps to enable Project Level Access • Navigate to Project Super User • Query a Project or Template • Set the access level to either: • Enterprise • Secured

  49. Organizational Authority

  50. Organizational Authority… • Access for users at an organizational level • Users with Organizational based security do not need roles • Each individual organization must be assigned to the user

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