Custom Application with data connection to Financial Consolidation

Hi all.

I have a client migrating from v11 to v12 OP who have an extensive custom model with their own set of AS reports and bespoke data entry reports that reads and writes to the main consolidation cubes. It is easy in v11 as the bespoke reports are built in FinCon (i.e. one application to use v12 terminology).

Each user has access to one or more entities using standard DAC. There are only 2 central users who require access to the EPM Business Applications/Financial Consolidation model (i.e. the other 99.9% of users do not require access to this as they use the custom model for their management reporting needs).

I have created a custom application to house all those App Studio reports and added a data connection to EPM Business Applications.

My issue is that I do not want the 99.9% of users to have access to EPM Business Applications when they login but the only way I can hook into the entity OLAP Permissions on EPM Business Applications is to give them access as an "Entity Accountant". However, this shows EPM Business Application as a drop down option on the login screen.

I know I could provide them the direct URL to login to the custom application (e.g. https://SERVER:9205/CUSTOM_APP) but if they just enter https://SERVER:9205 they will be able to log into EPM Business Applications. I know I might be able to get their IT dept to redirect anything going to https://SERVER:9205 to http://SERVER:9205/CUSTOM_APP but this feels a bit of a hack.

Is there something I am missing here?

Thanks

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Comments

mczerwinski

Hi Mark,

I have the same issue as you have. Some time ago, I created a support ticket, discussed it with Infor support consultants and made tests with Infor Consulting people. Currently, it is not possible to grant users access to a custom application based on the OLAP structures of Consolidation Financial and at the same time cut them off from logging in to Business Applications. This is because:

Even as an admin you cannot create application roles in Business Application
All predefined application roles give access to log in to Business Applications
In business Application all application roles are linked with OLAP roles.

To conclude, in my and you case we need to give users access to possible log in to Business Application even if users are not interested in that option and they have no right to anything in Business Application itself. Otherwise, they will not have any rights to OLAP structures and when they open custom reports, they will see them empty.

In my opinion, this is a clear gap that should be filled, for example, by creating additional, predefined application rules that would only give access to OLAP financial consolidation structures.

Best Regards,

Michal

filip-kosnac

The user must get atleast viewrole for EPMAPPS to have access to OLAP DB - which unfortunately means, he can see the EPMAPPS. But with only the viewrole-application trile, the user cannot do anything in the EPMAPPS, the landing page will not work, effectively ending up in "dead" end.
For Landing page working, user must be entity/group accountant.
BR

mark-raynham

Hi Michal,

Thanks for your detailed response and confirming what I thought was the case.

There is definitely a gap here because for my client there is already a very well established reporting model that has been built using the consolidation cubes as the source of the data.

I'll just have to look at using URL redirections to stop anyone navigating to the Business Applications URL unless they know the specific URL.

All the best,
Mark

mark-raynham

I've tested this and just setting ViewRole doesn't seem to allow the entity DAC to work.

I have a test report with a simple entity combo box. As an Entity Accountant I have access to the single entity but as ViewRole the drop down is blank.

Also, the ViewRole doesn't allow to write values to the OLAP database which is required for most of the end users as they are using their custom model as a way to submit their monthly results (there is no central ledger system as they are effectively separate companies with their own ERP systems).

mark-raynham

Hi Michal,

I've found what I think is the best outcome at the moment which is to give users either the "Custom Write" or "Custom Read" Data Role.

You also have to set the cube permissions for Business Applications for these roles to any relevant cubes (in my case the main consolidation cubes and others like TCONSPA etc..) that the user will need see the data for (including those cubes which are used for combo boxes etc... for DAC permissions)

Then when you log into Business Applications, the user will see a Landing Page which shows nothing but the following:

They are unable to do anything. With the Entity Accountant role they would be able to navigate their own entities in the Entity workflow.

Ideally we need the ability to remove the ability to log into Business Applications whilst retaining the Data Role to read the data held in Business Applications.

Thanks,

Mark

John Robson

Mark - pls raise an enhancement request for a more elegant way of handling your use case.

mczerwinski

Hi Mark,

yes, this approach can work in my case too, but this solution isn't the nicest one and doesn't fulfill in 100% customer expectations. Will you follow the John Robson advice and create an enhancement request?

Michal

mark-raynham

Yes I will raise the enhancement request today.

mark-raynham

Hi John.

I will raise it today.

Thanks,
Mark

Adolf Staudigl

Dear Mark, could you please change the product to "Business Applications - Financial Consolidation" in your enhancement request.

Many thanks and kind regards, Adi

mark-raynham

Hi Adi. I don't seem to have the ability to make any changes to my enhancement request.

Welcome To Solutions Development.docx

mczerwinski

Hi,

Is there any new information related with issues discussed above? What is the status of an enhancement request?

Michal

Adolf Staudigl

Hi Michal, this enhancement request has been discussed with product management but has not yet made it onto the roadmap.

(I will try again to change the product to financial consolidation so as not to overlook it in our internal discussions)

Adi

mczerwinski

Hi Adi,
thank you for update.

Michal

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