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Oracle� Process Manufacturing

Product Development Security User’s Guide

Release 11i

January 2002

Part No. A95997-01

Oracle Process Manufacturing Product Development Security User’s Guide, Release 11i

Part No. A95997-01

Copyright © 1996, 2002, Oracle Corporation. All rights reserved.

Primary Author: Richard Persen

Contributing Authors: Brenda Stone

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Contents

Send Us Your Comments .................................................................................................................... v

Preface ........................................................................................................................................................... vii

Audience for This Guide..................................................................................................................... viiHow To Use This Guide ...................................................................................................................... vii

Documentation Accessibility ........................................................................................................ viiOther Information Sources ................................................................................................................. viii

Online Documentation................................................................................................................... viiiRelated User’s Guides.................................................................................................................... viiiGuides Related to All Products ..................................................................................................... ixOracle Process Manufacturing Documentation .......................................................................... ixInstallation and System Administration .................................................................................... xivOther Implementation Documentation....................................................................................... xvTraining and Support................................................................................................................... xvii

Do Not Use Database Tools to Modify Oracle Applications Data ............................................ xviiAbout Oracle........................................................................................................................................ xviiiYour Feedback ..................................................................................................................................... xviii

1 Formula Security

Understanding Formula Security .................................................................................................... 1-2Assigning Product Development Security Access ....................................................................... 1-4Assigning the Product Development Security Profile ................................................................ 1-6Assigning Formula Access Security Manually ........................................................................... 1-14

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A Product Development Security Navigation Paths

Index

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Send Us Your Comments

Oracle Process Manufacturing Product Development Security User’s Guide, Release 11 i

Part No. A95997-01

Oracle Corporation welcomes your comments and suggestions on the quality and usefulness of thispublication. Your input is an important part of the information used for revision.

� Did you find any errors?� Is the information clearly presented?� Do you need more information? If so, where?� Are the examples correct? Do you need more examples?� What features did you like most about this manual?

If you find any errors or have any other suggestions for improvement, please indicate the chapter,section, and page number (if available). You can send comments to us in the following ways:

� FAX: 650-506-7200 Attn: Oracle Process Manufacturing� Postal service:

Oracle CorporationOracle Process Manufacturing500 Oracle ParkwayRedwood City, CA 94065U.S.A.

� Electronic mail message to [email protected] you would like a reply, please give your name, address, and telephone number below.

If you have problems with the software, please contact your local Oracle Support Services.

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Preface

Audience for This GuideWelcome to Release 11i of the Oracle Process Manufacturing Product DevelopmentSecurity User’s Guide.

This guide assumes you have a working knowledge of the following:

� The principles and customary practices of your business area.

� Oracle Process Manufacturing

If you have never used Oracle Process Manufacturing, Oracle suggests youattend one or more of the Oracle Process Manufacturing training classesavailable through Oracle University.

� The Oracle Applications graphical user interface.

To learn more about the Oracle Applications graphical user interface, read theOracle Applications User’s Guide.

See Other Information Sources for more information about Oracle Applicationsproduct information.

How To Use This GuideThis guide contains the information you need to understand and use OracleProcess Manufacturing Product Development Security.

� Chapter 1, Formula Security, describes how an organization can restrict accessto and modification of its formula information. The chapter presentsinformation about applications that are affected by formula security, and hastopics for assigning security access, assigning security details, and assigningformula security manually.

� Appendix A, Product Development Security Navigator Paths, describes how tonavigate to each window.

Documentation AccessibilityOur goal is to make Oracle products, services, and supporting documentationaccessible, with good usability, to the disabled community. To that end, ourdocumentation includes features that make information available to users ofassistive technology. This documentation is available in HTML format, and

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contains markup to facilitate access by the disabled community. Standards willcontinue to evolve over time, and Oracle Corporation is actively engaged with othermarket-leading technology vendors to address technical obstacles so that ourdocumentation can be accessible to all of our customers. For additional information,visit the Oracle Accessibility Program Web site athttp://www.oracle.com/accessibility/.

Other Information SourcesYou can choose from many sources of information, including onlinedocumentation, training, and support services, to increase your knowledge andunderstanding of Oracle Process Manufacturing.

If this guide refers you to other Oracle Applications documentation, use only theRelease 11i versions of those guides.

Online DocumentationAll Oracle Applications documentation is available online (HTML or PDF).

� Online Help - The new features section in the HTML help describes newfeatures in 11i. This information is updated for each new release of OracleProcess Manufacturing. The new features section also includes informationabout any features that were not yet available when this guide was printed. Forexample, if your administrator has installed software from a mini-packs anupgrade, this document describes the new features. Online help patches areavailable on MetaLink.

� 11i Features Matrix - This document lists new features available by patch andidentifies any associated new documentation. The new features matrixdocument is available on MetaLink.

� Readme File - Refer to the readme file for patches that you have installed tolearn about new documentation or documentation patches that you candownload.

Related User’s GuidesOracle Process Manufacturing shares business and setup information with otherOracle Applications products. Therefore, you may want to refer to other user’sguides when you set up and use Oracle Process Manufacturing.

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You can read the guides online by choosing Library from the expandable menu onyour HTML help window, by reading from the Oracle Applications DocumentLibrary CD included in your media pack, or by using a Web browser with a URLthat your system administrator provides.

If you require printed guides, you can purchase them from the Oracle Store athttp://oraclestore.oracle.com.

Guides Related to All Products

Oracle Applications User’s GuideThis guide explains how to enter data, query, run reports, and navigate using thegraphical user interface (GUI) available with this release of Oracle ProcessManufacturing (and any other Oracle Applications products). This guide alsoincludes information on setting user profiles, as well as running and reviewingreports and concurrent processes.

You can access this user’s guide online by choosing ”Getting Started with OracleApplications” from any Oracle Applications help file.

Oracle Process Manufacturing Documentation

Accounting Setup User’s GuideThe OPM Accounting Setup application is where users set up global accountingattributes about the way financial data will be collected by OPM. These attributesinclude such things as account keys, financial calendars, and account segments.Since OPM is closely integrated with Oracle General Ledger (GL), much of theattributes are defined in the Oracle GL instead of OPM, and therefore, the windowsare display only within OPM. The Oracle Process Manufacturing Accounting SetupUser’s Guide describes how to setup and use this application.

Cost Management User’s GuideThe OPM Cost Management application is used by cost accountants to capture andreview the manufacturing costs incurred in their process manufacturing businesses.The Oracle Process Manufacturing Cost Management User’s Guide describes how tosetup and use this application.

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Manufacturing Accounting Controller User’s GuideThe Manufacturing Accounting Controller application is where users define theimpact of manufacturing events on financials. For example, event RCPT (InventoryReceipts) results in a debit to inventory, a credit to accrued accounts payable, adebit or a credit to purchase price variance, etc. These impacts are predefined in theManufacturing Accounting Controller application so users may begin using OPM tocollect financial data out-of-the-box, however, they may also be adjusted per yourbusiness needs. The Oracle Process Manufacturing Manufacturing AccountingController User’s Guide describes how to setup and use this application.

Oracle Financials Integration User’s GuideSince OPM is closely integrated with Oracle General Ledger, financial data that iscollected about the manufacturing processes must be transferred to the OracleFinancials applications. The OPM Oracle Financials Integration application is whereusers define how that data is transferred. For example, users define whether data istransferred real time or batched and transferred at intervals. The Oracle ProcessManufacturing Oracle Financials Integration User’s Guide describes how to setup anduse this application.

Inventory Management User’s GuideThe OPM Inventory Management application is where data about the itemspurchased for, consumed during, and created as a result of the manufacturingprocess are tracked. The Oracle Process Manufacturing Inventory Management User’sGuide includes information to help you effectively work with the Oracle ProcessManufacturing Inventory application.

Physical Inventory User’s GuidePerforming physical inventory count is the most accurate way to get an accountingof all material quantities purchased, manufactured, and sold, and update youronhand quantities accordingly. The OPM Physical Inventory application automatesand enables the physical inventory process. The Oracle Process ManufacturingPhysical Inventory User’s Guide describes how to setup and use this application.

Order Fulfillment User’s GuideThe OPM Order Fulfillment application automates sales order entry to reduce ordercycle time. Order Fulfillment enables order entry personnel to inform customers ofscheduled delivery dates and pricing. The Oracle Process Manufacturing OrderFulfillment User’s Guide describes how to setup and use this application.

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Purchase Management User’s GuideOPM Purchase Management and Oracle Purchasing combine to provide anintegrated solution for Process Manufacturing. Purchase orders are entered inOracle Purchasing and received in OPM. Then, the receipts entered in OPM are sentto Oracle Purchasing. The Oracle Process Manufacturing Purchase Management User’sGuide describes how to setup and use this integrated solution.

Using Oracle Order Management with Process Inventory GuideOracle Process Manufacturing and Oracle Order Management combine to providean integrated solution for process manufacturers. The manufacturing process istracked and handled within Oracle Process Manufacturing, while sales orders aretaken and tracked in Oracle Order Management. Process attributes, such as dualUOM and lot control, are enabled depending on the inventory organization for theitem on the sales order. Order Management accepts orders entered through OracleCustomer Relationship Management (CRM). Within CRM, orders can originatefrom TeleSales, Sales Online, and iStore, and are booked in Order Management,making the CRM suite of products available to Process customers, through OrderManagement. The Oracle Order Management User’s Guide and Using Oracle OrderManagement with Process Inventory Guide describes how to setup and use thisintegrated solution.

Production Management User’s GuideThe OPM Production Management application records information aboutproduction batches. It enables you to track production batches and firmed plannedorders (FPOs), and convert FPOs to single or multiple production batches. Inaddition, the application is used to allocate ingredients, record actual ingredientusage, certify and complete production batches, and record actual productproduction quantities among other production processes. The Oracle ProcessManufacturing Production Management User’s Guide describes how to setup and usethis integrated solution.

Process Operation Control User’s GuideThe Oracle Process Manufacturing Process Operation Control (POC) application isan extension to the OPM Production Management application, that allows you torecord more complete and detailed manufacturing data. The Oracle ProcessManufacturing Process Operation Control User’s Guide describes how to setup and usethis application.

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Integration with Advanced Planning and Scheduling User’s GuideOracle Process Manufacturing and Oracle Advanced Planning and Scheduling(APS) combine to provide an integrated solution for process manufacturers that canhelp increase planning efficiency. The integration provides for constraint-basedplanning, performance management, materials management by exception, mixedmode manufacturing that enables you to choose the best method to produce each ofyour products, and combine all of these methods within the same plant/company.The Oracle Process Manufacturing Integration with Advanced Planning and SchedulingUser’s Guide describes how to setup and use this application.

MPS/MRP and Forecasting User’s GuideThe Oracle Process Manufacturing Material Requirements Planning (MRP)application provides long-term "views" of material demands and projected supplyactions to satisfy those demands. The Master Production Scheduling (MPS)application lets you shorten that view to a much narrower and immediate timehorizon, and see the immediate effects of demand and supply actions. The OracleProcess Manufacturing MPS/MRP and Forecasting User’s Guide describes how to setupand use this application.

Capacity Planning User’s GuideThe OPM Capacity Planning User's Guide describes the setup required to use OPMwith the Oracle Applications Advanced Supply Chain Planning solutions. Inaddition, Resource setup, used by the OPM Production Execution and New ProductDevelopment applications, is also described.

New Product Development User’s GuideThe Oracle Process Manufacturing New Product Development application providesfeatures to manage formula and laboratory work within the process manufacturingoperation. It allows you to manage multiple laboratory organizations and supportvarying product lines throughout the organization. You can characterize andsimulate the technical properties of ingredients and their effects on formulas. Youcan optimize formulations before beginning expensive laboratory test batches. NewProduct Development coordinates each development function and enables a rapid,enterprise-wide implementation of new products in your plants. The Oracle ProcessManufacturing New Product Development User’s Guide describes how to setup and usethis application.

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Quality Management User’s GuideThe Oracle Process Manufacturing Quality Management application helps track thequality of ingredients and products through the process manufacturing operation.Assays, or ingredient attributes, are defined for acceptable tolerance ranges.Samples are taken and the results are measured against the assays. Out-of-rangeresults are reported. The Oracle Process Manufacturing Quality Management User’sGuide describes how to setup and use this application.

Regulatory Management User’s GuideThe Oracle Process Manufacturing Regulatory Management application generatesthe Material Safety Data Sheets (MSDSs) required by authorities to accompanyhazardous materials during shipping. You can create MSDSs from OPM FormulaManagement with Regulatory or Production effectivities. The Oracle ProcessManufacturing Regulatory Management User’s Guide describes how to setup and usethis application.

Implementation GuideThe Oracle Process Manufacturing Implementation Guide offers information on setup.That is, those tasks you must complete following the initial installation of the OracleProcess Manufacturing software. Any tasks that must be completed in order to usethe system out-of-the-box are included in this manual.

System Administration User’s GuideMuch of the System Administration duties are performed at the OracleApplications level, and are therefore described in the Oracle Applications SystemAdministrator's Guide. The Oracle Process Manufacturing System Administration User’sGuide provides information on the few tasks that are specific to OPM. It offersinformation on performing OPM file purge and archive, and maintaining suchthings as responsibilities, units of measure, and organizations.

API User’s GuidesPublic Application Programming Interfaces (APIs) are available for use withdifferent areas of the Oracle Process Manufacturing application. APIs make itpossible to pass information into and out of the application, bypassing the userinterface. Use of these APIs is documented in individual manuals such as the OracleProcess Manufacturing Inventory API User’s Guide, Oracle Process ManufacturingProduction Management and Process Operations Control APIs User’s Guide, OracleProcess Manufacturing Formula API User's Guide, and the Oracle Process

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Manufacturing Cost Management API User's Guide. Additional API User’s Guides areperiodically added as additional public APIs are made available.

Installation and System Administration

Oracle Applications ConceptsThis guide provides an introduction to the concepts, features, technology stack,architecture, and terminology for Oracle Applications Release 11i. It provides auseful first book to read before an installation of Oracle Applications. This guidealso introduces the concepts behind Applications-wide features such as BusinessIntelligence (BIS), languages and character sets, and Self-Service Web Applications.

Installing Oracle ApplicationsThis guide provides instructions for managing the installation of OracleApplications products. In Release 11i, much of the installation process is handledusing Oracle Rapid Install, which minimizes the time to install Oracle Applications,the Oracle8 technology stack, and the Oracle8i Server technology stack byautomating many of the required steps. This guide contains instructions for usingOracle Rapid Install and lists the tasks you need to perform to finish yourinstallation. You should use this guide in conjunction with individual productuser’s guides and implementation guides.

Upgrading Oracle ApplicationsRefer to this guide if you are upgrading your Oracle Applications Release 10.7 orRelease 11.0 products to Release 11i. This guide describes the upgrade process andlists database and product-specific upgrade tasks. You must be either at Release10.7 (NCA, SmartClient, or character mode) or Release 11.0, to upgrade to Release11i. You cannot upgrade to Release 11i directly from releases prior to 10.7.

Maintaining Oracle ApplicationsUse this guide to help you run the various AD utilities, such as AutoUpgrade,AutoPatch, AD Administration, AD Controller, AD Relink, License Manager, andothers. It contains how-to steps, screenshots, and other information that you need torun the AD utilities. This guide also provides information on maintaining theOracle applications file system and database.

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Oracle Applications System Administrator’s GuideThis guide provides planning and reference information for the Oracle ApplicationsSystem Administrator. It contains information on how to define security, customizemenus and online help, and manage concurrent processing.

Oracle Alert User’s GuideThis guide explains how to define periodic and event alerts to monitor the status ofyour Oracle Applications data.

Oracle Applications Developer’s GuideThis guide contains the coding standards followed by the Oracle Applicationsdevelopment staff. It describes the Oracle Application Object Library componentsneeded to implement the Oracle Applications user interface described in the OracleApplications User Interface Standards for Forms-Based Products. It also providesinformation to help you build your custom Oracle Forms Developer 6i forms so thatthey integrate with Oracle Applications.

Oracle Applications User Interface Standards for Forms-Based ProductsThis guide contains the user interface (UI) standards followed by the OracleApplications development staff. It describes the UI for the Oracle Applicationsproducts and how to apply this UI to the design of an application built by usingOracle Forms.

Other Implementation Documentation

Oracle Applications Product Update NotesUse this guide as a reference for upgrading an installation of Oracle Applications. Itprovides a history of the changes to individual Oracle Applications productsbetween Release 11.0 and Release 11i. It includes new features, enhancements, andchanges made to database objects, profile options, and seed data for this interval.

Multiple Reporting Currencies in Oracle ApplicationsIf you use the Multiple Reporting Currencies feature to record transactions in morethan one currency, use this manual before implementing Oracle ProcessManufacturing. This manual details additional steps and setup considerations forimplementing Oracle Process Manufacturing with this feature.

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Multiple Organizations in Oracle ApplicationsThis guide describes how to set up and use Oracle Process Manufacturing withOracle Applications' Multiple Organization support feature, so you can define andsupport different organization structures when running a single installation ofOracle Process Manufacturing.

Oracle Workflow GuideThis guide explains how to define new workflow business processes as well ascustomize existing Oracle Applications-embedded workflow processes. You alsouse this guide to complete the setup steps necessary for any Oracle Applicationsproduct that includes workflow-enabled processes.

Oracle Applications Flexfields GuideThis guide provides flexfields planning, setup and reference information for theOracle Process Manufacturing implementation team, as well as for usersresponsible for the ongoing maintenance of Oracle Applications product data. Thismanual also provides information on creating custom reports on flexfields data.

Oracle eTechnical Reference ManualsEach eTechnical Reference Manual (eTRM) contains database diagrams and adetailed description of database tables, forms, reports, and programs for a specificOracle Applications product. This information helps you convert data from yourexisting applications, integrate Oracle Applications data with non-Oracleapplications, and write custom reports for Oracle Applications products. OracleeTRM is available on Metalink

Oracle Manufacturing APIs and Open Interfaces ManualThis manual contains up-to-date information about integrating with other OracleManufacturing applications and with your other systems. This documentationincludes API’s and open interfaces found in Oracle Manufacturing.

Oracle Order Management Suite APIs and Open Interfaces ManualThis manual contains up-to-date information about integrating with other OracleManufacturing applications and with your other systems. This documentationincludes API’s and open interfaces found in Oracle Order Management Suite.

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Oracle Applications Message Reference ManualThis manual describes all Oracle Applications messages. This manual is available inHTML format on the documentation CD-ROM for Release 11i.

Training and Support

TrainingOracle offers a complete set of training courses to help you and your staff masterOracle Process Manufacturing and reach full productivity quickly. These coursesare organized into functional learning paths, so you take only those coursesappropriate to your job or area of responsibility.

You have a choice of educational environments. You can attend courses offered byOracle University at any one of our many Education Centers, you can arrange forour trainers to teach at your facility, or you can use Oracle Learning Network(OLN), Oracle University's online education utility. In addition, Oracle trainingprofessionals can tailor standard courses or develop custom courses to meet yourneeds. For example, you may want to use your organization structure, terminology,and data as examples in a customized training session delivered at your ownfacility.

SupportFrom on-site support to central support, our team of experienced professionalsprovides the help and information you need to keep Oracle Process Manufacturingworking for you. This team includes your Technical Representative, AccountManager, and Oracle’s large staff of consultants and support specialists withexpertise in your business area, managing an Oracle8i server, and your hardwareand software environment.

Do Not Use Database Tools to Modify Oracle Applications DataOracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle DataBrowser, database triggers, or any other tool to modify Oracle Applications dataunless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, andmaintain information in an Oracle database. But if you use Oracle tools such asSQL*Plus to modify Oracle Applications data, you risk destroying the integrity ofyour data and you lose the ability to audit changes to your data.

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Because Oracle Applications tables are interrelated, any change you make usingOracle Applications can update many tables at once. But when you modify OracleApplications data using anything other than Oracle Applications, you may change arow in one table without making corresponding changes in related tables. If yourtables get out of synchronization with each other, you risk retrieving erroneousinformation and you risk unpredictable results throughout Oracle Applications.

When you use Oracle Applications to modify your data, Oracle Applicationsautomatically checks that your changes are valid. Oracle Applications also keepstrack of who changes information. If you enter information into database tablesusing database tools, you may store invalid information. You also lose the ability totrack who has changed your information because SQL*Plus and other databasetools do not keep a record of changes.

About OracleOracle Corporation develops and markets an integrated line of software productsfor database management, applications development, decision support, and officeautomation, as well as Oracle Applications, an integrated suite of more than 160software modules for financial management, supply chain management,manufacturing, project systems, human resources and customer relationshipmanagement.

Oracle products are available for mainframes, minicomputers, personal computers,network computers and personal digital assistants, allowing organizations tointegrate different computers, different operating systems, different networks, andeven different database management systems, into a single, unified computing andinformation resource.

Oracle is the world’s leading supplier of software for information management, andthe world’s second largest software company. Oracle offers its database, tools, andapplications products, along with related consulting, education, and supportservices, in over 145 countries around the world.

Your FeedbackThank you for using Oracle Process Manufacturing and this user’s guide.

Oracle values your comments and feedback. At the end of this guide is a Reader’sComment Form you can use to explain what you like or dislike about OracleProcess Manufacturing or this user’s guide. Mail your comments to the followingaddress or call us directly at (650) 506-7000.

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Oracle Applications Documentation ManagerOracle Corporation500 Oracle ParkwayRedwood Shores, CA 94065U.S.A.

Or, send electronic mail to [email protected].

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Formula Se

1
Formula Security
This topic shows you how to enable formula security in your organization. You aregiven a basic understanding of formula security, and shown how to assign securityaccess. You are also shown how to assign a security profile. Users with updateprivileges are shown how to assign formula access manually to others within theassociated owning organization.

The following topics provide a basic understanding of formula security andprocedures needed to enable formula security:

� Understanding Formula Security

� Assigning Product Development Security Access

� Assigning the Product Development Security Profile

� Assigning Formula Access Security Manually

curity 1-1

Understanding Formula Security

Understanding Formula SecurityThe formula security option enables organizations to restrict access to formulainformation. The option also enables organizations to restrict modification offormula information.

Based on the level of security set up, users can be given complete or limited accessto viewing or updating formulas. An owning organization controls access toformulas by the security profiles associated to it.

Setting Up Formula Security ResponsibilitiesThe System Administrator sets up the following two responsibilities to administerformula security:

Product Development Security Manager Assigns organizations to formulasecurity, and determines if access to formulas is controlled at the user level,responsibility level, or both levels. The organizations assigned to formula securityare organizations that own the formulas. The organization owning a formuladetermines the access to that formula. The Product Development Security Manageralso controls the activation and deactivation of formula security.

Product Development Security Profile Manager Assigns security profiles for theformulas owned by the organization. A security profile determines a user’s accessto these formulas. Access is defined at the user level or the responsibility leveldepending on the level of control specified by the Product Development SecurityManager. The user must be associated with the owning organization to qualify forthe security profile unless the Other Organization field is specified. If the OtherOrganization field is specified, the user must be granted access to the OtherOrganization.

Setting Up GMD: User Name for ALLSet up the GMD: User Name for ALL profile option as described in the OracleProcess Manufacturing Implementation Guide.

This profile option specifies the user name used to represent all users when creatinga product development security profile. The GMD: User Name for ALL profileoption must always be controlled at the site level, since it is the value that formulasecurity uses to indicate that all users for an organization are given a certain level ofaccess to formulas. For example, a user name of ALL is created and the GMD: UserName for ALL profile is assigned the value ALL. Thereafter, the value specified forGMD: User Name for ALL is displayed in the user name LOV of the ProductDevelopment Security Profile window. If a you do not create this User and assign it

1-2 Oracle Process Manufacturing Product Development Security User’s Guide

Understanding Formula Security

to the GMD: User Name for ALL, the feature that specifies all users in the productdevelopment security profile is not available.

Applications Affected by Formula SecurityThe following Oracle Process Manufacturing applications are affected by formulasecurity:

New Product Development Users must be granted view access to formulas inorder to display formula data. Users must be granted update access to formulas tocreate or update a formula. User access level to create a new formula is based on theuser default organization. The Session Parameters window settings do not affect theformula security privileges granted. Users cannot access a recipe, its associatedvalidity rules, or recipe step and material association data unless they have beengranted appropriate access to formulas in a recipe.

Quality Management Users cannot access quality related specifications, samples,or results that have associated formulas unless they have been granted appropriateaccess to those formulas.

Process Operation Control and Production Management Users cannot create abatch if they have not been granted access to the formula used in the recipe that isneeded to create the batch.

Regulatory Management Users cannot access formula data shown for an itemexplosion if they have not been granted appropriate access to formulas.

Cost Management Users cannot view the Formula Details data from the CostDetails window unless they have not been granted appropriate access to formulas.

Oracle Reporting Technologies Users cannot view formula data from any Oraclereporting technologies that access the following formula tables unless they havebeen granted appropriate access to formulas:

� FM_FORM_MST_B

� FM_MATL_DTL

Formula Security 1-3

Assigning Product Development Security Access

Assigning Product Development Security AccessThe Product Development Security Access window enables the ProductDevelopment Security Manager to control access to formula data. It also enablesthis responsibility to assign access by individual users or responsibilities.Organizations that own formulas must be listed on this window in order to obtainaccess to the formulas they own.

Prerequisites� System Administrator assigns the Product Development Security Manager

responsibility.

�� To assign Product Development Security Access:1. Navigate to the Product Development Security Access window.

2. The Formula Security Enabled check box is:

� Cleared when formula security is disabled.

� Selected when formula security is enabled.

This check box must remain disabled until the assignments of productdevelopment security access and the product development security profile arecomplete.

3. Enter the Organization that you want to assign access to formula security.Required.

4. Select one of these User access options:

� Yes if you want the organization to have user level formula security. Byselecting this security level, you are able to specify user access to formulason the Product Development Security Profile window.

� No if you do not want the organization to have user level formula security.

Required.

5. Select one of these Responsibility access options:

� Yes if you want the organization to have responsibility level formulasecurity. By selecting this security level, you are able to specify one or moreresponsibilities to have access to formulas on the Product DevelopmentSecurity Profile window.

� No if you do not want the organization to have responsibility level formulasecurity.


Assigning Product Development Security Access

Required.

6. Save the window.

�� To enable formula security for all listed organizations, users, andresponsibilities:1. Begin with the Formula Security Enabled check box disabled.

2. Set up formula security by assigning product development security access andthe product development security profile.

3. Select the Formula Security Enabled check box to enable formula security.

4. Save the window.

�� To disable formula security for all listed organizations, users, andresponsibilities:1. Begin with the Formula Security Enabled check box enabled.

2. Clear the Formula Security Enabled check box.

3. Save the window.


Assigning the Product Development Security Profile

Assigning the Product Development Security ProfileThe Product Development Security Profile window enables the ProductDevelopment Security Profile Manager responsibility to assign security details to anowning organization that is assigned security access on the Product DevelopmentSecurity Access window. Security details are assigned for users, responsibilities,and other organizations. The assignment method and formula access level arespecified on this window.

Prerequisites� Assign security access on the Product Development Security Access window.

�� To assign the Product Development Security Profile:1. Navigate to the Product Development Security Profile window.

2. Query the owning Organization you want to assign security details.

Security Details3. The combination of entries for each of the following fields determines the

desired security level as described in the Results column of the table thatfollows this step.

� Other Organization field entries are:

– Null to indicate the field is blank. No specific other organization is entered.

– Specific to indicate that a specific organization name is entered. If a value isspecified for Other Organization, the value specified for User orResponsibility applies to the Other Organization and not the owningOrganization.

Only the User or Responsibility field is entered for each row:

� User field entries are:

– Null to indicate the field is blank. No specific user is entered.

– Specific to indicate that a specific user name is entered.

– ALL to indicate that all users are entered.

� Responsibility field entries are:

– Null to indicate the field is blank. No specific responsibility is entered.

– Specific to indicate that a specific responsibility is entered.



� Assign Method field entries are:

– Manual to indicate that the specified view or update access level is givenmanually to the specified organization, user, and responsibilitycombination. The Users Assigned to Formula window is used to assignsecurity privileges for individual formulas.

– Automatic to indicate that the specified view or update access level is givenautomatically to the specified organization, user, and responsibilitycombination.

Required.

� Access Level field entries are:

– View to indicate the specified organization, user, and responsibilitycombination has view access. Formulas cannot be updated with this level offormula security. They can only be viewed.

– Update to indicate the the specified organization, user, and responsibilitycombination has update access. Formulas can be viewed and updated withthis level of formula security.

Required.

Refer to the Result column in the table at the end of this task to determine thelevel of security desired. Set each of the fields appropriately to achieve thissecurity level.

4. Save the window.

OtherOrganization User Responsibility

AssignMethod Access Result

Null Specific Null Automatic View View access isautomatically givento a specific user forall formulas ownedby the owningorganization. Thespecific user must beassociated with theowning organization.



Null ALL Null Automatic View View access isautomatically givento all users associatedwith the owningorganization for allformulas owned bythe owningorganization. Thespecific user must beassociated with theowning organization.

Null Specific Null Automatic Update Update access isautomatically givento a specific user forall formulas ownedby the owningorganization. Thespecific user must beassociated with theowning organization.

Null ALL Null Automatic Update Update access isautomatically givento all users associatedwith the owningorganizations for allformulas owned bythe owningorganization. Thespecific user must beassociated with theowning organization.

Null Null Specific Automatic View View access isautomatically givento all users assignedto the specificresponsibility for allformulas owned bythe owningorganization. Theuser must beassociated with theowning organization.





Null Null Specific Automatic Update Update access isautomatically givento all users assignedto the specificresponsibility for allformulas owned bythe owningorganization. Theuser must beassociated with theowning organization.

Null Specific Null Manual View View access ismanually given to aspecific user for eachformula owned bythe owningorganization on anindividual basis. Thespecific user must beassociated with theowning organization.

Null ALL Null Manual View View access ismanually given to allusers associated withthe owningorganization for eachformula owned bythe owningorganization on anindividual basis. Thespecific user must beassociated with theowning organization.

Null Specific Null Manual Update Update access ismanually given to aspecific user for eachformula owned bythe owningorganization on anindividual bases. Thespecific user must beassociated with theowning organization.





Null ALL Null Manual Update Update access ismanually given to allusers associated tothe owningorganization for eachformula owned bythe owningorganization on anindividual basis. Thespecific user must beassociated with theowning organization.

Null Null Specific Manual View View access ismanually given to allusers associated tothe specificresponsibility foreach formula ownedby the owningorganization. Theuser must beassociated with theowning organization.

Null Null Specific Manual Update Update access ismanually given to allusers associated tothe specificresponsibility foreach formula ownedby the owningorganization. Theuser must beassociated with theowning organization.

Specific Specific Null Automatic View View access isautomatically givento a specific user forall formulas ownedby the owningorganization.





Specific ALL Null Automatic View View access isautomatically givento all users associatedwith the specifiedother organization forall formulas ownedby the owningorganization.

Specific Specific Null Automatic Update Update access isautomatically givento a specific user forall formulas ownedby the owningorganization. Thespecific user must beassociated with thespecified otherorganization.

Specific ALL Null Automatic Update Update access isautomatically givento all users associatedwith the specifiedother organization forall formulas ownedby the owningorganization.

Specific Null Specific Automatic View View access isautomatically givento all users assignedto the specifiedresponsibility for allformulas owned bythe owningorganization. Theuser must beassociated with theother organization.





Specific Null Specific Automatic Update Update access isautomatically givento all users assignedto the specificresponsibility for allformulas owned bythe owningorganization. Theuser must beassociated with theother organization.

Specific Specific Null Manual View View access ismanually given to aspecific user for eachformula owned bythe owningorganization on anindividual basis. Thespecific user must beassociated with theother organization.

Specific ALL Null Manual View View access ismanually given to allusers associated withthe otherorganization for eachformula owned bythe owningorganization on aindividual basis. Theuser must beassociated with theother organization.

Specific Specific Null Manual Update Update access ismanually given to aspecific user for eachformula owned bythe owningorganization on anindividual basis. Thespecific user must beassociated with theother organization.





Specific ALL Null Manual Update Update access ismanually given to allusers associated withthe otherorganization for eachformula owned bythe owningorganization on anindividual basis.

Specific Null Specific Manual View View access ismanually given to allusers assigned to thespecific responsibilityfor all formulasowned by the owningorganization on anindividual basis. Theuser must beassociated with theother organization.

Specific Null Specific Manual Update Update access ismanually given to allusers assigned to thespecific responsibilityfor all formulasowned by the owningorganization on anindividual basis. Theuser must beassociated with theother organization.




Assigning Formula Access Security Manually

Assigning Formula Access Security ManuallyThe Users Assigned to Formula window enables any user with update privileges toassign formula access manually to others within the associated owningorganization. The window displays all users, responsibilities, and otherorganizations regardless of their association to the formula displayed. You can onlyassign or remove formula access security privileges for the formula listed on thiswindow.

Prerequisites� Assign security access on the Security Access window.

� Assign security details on the Product Development Security Profile window.

� Enable formula security on the Security Access window.

�� To assign formula security manually:1. Navigate to the Formula Details window.

2. Query the Formula that you want to assign or change security privileges.

3. Select Assign Access from the Actions menu. The Users Assigned to Formulawindow displays.

4. The following fields are display only:

� Formula displays the name of the formula that you want to manuallyassign access privileges.

� Version displays the formula version number.

� Description displays a brief description of the formula.

� Organization displays the name of the organization that owns the formula.

5. The Applied check box is:

� Selected if the listed User, Responsibility, or Other Organization is assignedsecurity privileges to the listed formula.

� Cleared if the listed User, Responsibility, or Other Organization does nothave security privileges to the listed formula.

Select or clear this check box to assign or remove security privileges displayedfor the listed formula. Required.

6. The following fields are display only:



� User displays the user name entered on the product development securityprofile.

� Responsibility displays a specific responsibility assigned securityprivileges for the listed formula. The field is blank if no specificresponsibility has been assigned security privileges.

� Other Organization displays a specific additional organization assignedsecurity privileges for the listed formula. The field is blank if no specificadditional organizations are assigned security privileges.

– Assign Method displays:

– Manual to indicate that the view or update access level is given manually tothe organization, user, or responsibility shown for the listed formula.

– Automatic to indicate that the view or update access level is givenautomatically to the organization, user, or responsibility shown for thelisted formula.

� Access Type displays:

– View to indicate that the specified organization, user, and responsibilitycombination can only view the listed formula.

– Update to indicate that the specified organization, user, and responsibilitycombination can view and update the listed formula.

7. Save the window.




Product Development Security Navigation

A
Product Development Security Navigation
Paths

Although your System Administrator may have customized your Navigator, typicalnavigation paths are described in the following tables. In some cases, there is morethan one way to navigate to a window. These tables provide the most typicaldefault path.

Window Path

Product Development Security Access Product Development SecurityManager:Product Development SecurityAccess

Product Development Security Profile Product Development Security ProfileManager:Profiles

Users Assigned to Formula Formulator:Formula Details:queryformula:Actions:Assign Access

Paths A-1

A-2 Oracle Process Manufacturing Product Development Security User’s Guide

Index
AAccess Level field, 1-7access options, 1-4access, restriction of, 1-2affected applications, 1-2Assign Method field, 1-7
Ddisabling formula security, 1-5Discoverer, 1-3

Eenabling formula security, 1-4, 1-5

Fformula access, 1-4Formula Details window, 1-14

NNew Product Development, 1-3

OOracle reporting, 1-3Organization Security Access window, 1-4, 1-6,

1-14Other Organization field, 1-6

PProduct Development Security Manager, 1-2, 1-4,

1-14Production Management, 1-3

QQuality Control, 1-3

RRegulatory Management, 1-3responsibility, 1-6

System Administrator, in setup, 1-2responsibility level formula security, 1-4

SSecurity Access window, 1-4, 1-6, 1-14

Ttables affected

FM_FORM_MST_B, 1-3FM_MATL_DTL, 1-3

Uupdate access, 1-7User field, 1-6user level formula security, 1-4Users Assigned to Formula window, 1-14

Index-1

Vview access, 1-7

Index-2

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