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mivors corp. Mostafa Ghaly
December 2015Oracle Fusion ApplicationCustom Role User GuideDec 24, 2015Mostafa Ghaly
mivors corp. Mostafa Ghaly
Chapter 1Create Security Profile
To create a custom role we have to create Security Profile with a desired Data Role name that we want to display in our system.
After Creating this Security Profile a Role will create automatically in OIM and an Application Role will also created automatically in
Entitlement Server
mivors corp. Mostafa Ghaly
Select Setup and Maintenance
mivors corp. Mostafa Ghaly
Type Manage Data Role and Security Profile in Search then click Search button.Click on the label of Go to Task in the Search Result.
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Click on Create button.
mivors corp. Mostafa Ghaly
Type Data Role name to appear in your system.
mivors corp. Mostafa Ghaly
Choose or Search for Job Role will inherited by Data Role, then press Next.
mivors corp. Mostafa Ghaly
Choose the Person Security Profile, then press Next.
mivors corp. Mostafa Ghaly
The assigned Security profile will appear to verify its options, then press Next or Review.
mivors corp. Mostafa Ghaly
Verify all options you choose then press Submit.
mivors corp. Mostafa Ghaly
Chapter 2Verify Role on OIM
After creating the Security Profile we need to verify the Role created on OIM and also remove the Job Role that we assign to make the custom
Role inherit from to ensure that no conflict will happen.
mivors corp. Mostafa Ghaly
To open OIM; click Setup and Maintenance and Search for Manage Job Roles and Click Search button, then press the label of Go to Task in the Search Result
mivors corp. Mostafa Ghaly
OIM server will open in another tap.Click Administration button.
mivors corp. Mostafa Ghaly
Choose Roles from the drop down menu and enter the role name that entered in Security profile then press Enter.
mivors corp. Mostafa Ghaly
The role will appear in Search Result click on it to open as shown.
mivors corp. Mostafa Ghaly
Click on Hierarchy of the role then Select the Inherits From role and Remove it
mivors corp. Mostafa Ghaly
Chapter 3Entitlement Server Add
DutiesThe Entitlement Server is where we can custom roles to add different
duties or custom duties to add different privileges.
mivors corp. Mostafa Ghaly
To open Entitlement; click Setup and Maintenance and Search for Manage Duties and Click Search button, then press the label of Go to Task in the Search Result
mivors corp. Mostafa Ghaly
Choose Application Role from the drop down menu and choose the module.Enter the Role name then click on Search button.
mivors corp. Mostafa Ghaly
Double click on the role appears in Search Result or press Open button.
mivors corp. Mostafa Ghaly
Open the Application Role Hierarchy then press Add button.
mivors corp. Mostafa Ghaly
Type the Duties that will add in the Role then press Add. Note: press ctr to add more than one duty and use wildcard to make search easier.
mivors corp. Mostafa Ghaly
Chapter 4Entitlement Server
Business UnitAfter Creating custom role we need to link it with business unit to show
the data.
mivors corp. Mostafa Ghaly
From the drop down menu choose Role Template.
mivors corp. Mostafa Ghaly
Type the name of the template to add the customizable role on it and press Search button.
mivors corp. Mostafa Ghaly
Select the template and double click on it or press Open button.
mivors corp. Mostafa Ghaly
Click on External Roles tap and press Add button.
mivors corp. Mostafa Ghaly
Choose the Search type then press Role name and press Search button.Select the Role and press Add button.
mivors corp. Mostafa Ghaly
Verify that the role was added and press Apply button.
mivors corp. Mostafa Ghaly
Press Generate Roles button to generate the roles linked to BU on the system.
mivors corp. Mostafa Ghaly
Chapter 5Assign Role to User
After creating the custom role and linked it to BU, its ready to assign to users as any standard role.
mivors corp. Mostafa Ghaly
Open OIM as figured in previous steps.Search for user that want to assign the custom roles for him and open Roles tap then press Assign button.
mivors corp. Mostafa Ghaly
Search for the role name that created before, the search result will show the custom role and also the custom role linked to all BU that created.
mivors corp. Mostafa Ghaly
Verify that all roles wanted to assign for this users are successfully added.
mivors corp. Mostafa Ghaly
Open fusion application with the User that custom role assigned for him to Test.