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Ÿþo R a C L E E N T E R P R I S E P E R F O R M a N C E M Oracle® Enterprise Performance Management Workspace, Fusion Edition User’s Guide RELEASE 11.1.2.1 EPM Workspace User’s Guide, 11.1.2.1 Copyright © 1989, 2011, Oracle and/or its affiliates. All rights reserved. Authors: EPM Information Development Team This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS: Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. This software is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. This software and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Contents Documentation Accessibility ........................................................... 7 Chapter 1. Using EPM Workspace ....................................................... 9 About EPM System and Enterprise Performance Management ..................... 10 About EPM Workspace ................................................. 10 Preparing to Use EPM Workspace ......................................... 11 Deployment Workflow ................................................. 13 Accessing Modules from Navigate ......................................... 13 EPM Workspace Capabilities ............................................. 14 Modules Used to Perform Tasks ....................................... 15 Accessing Items from Navigate ........................................ 15 User Types and Module Tasks ............................................ 16 EPM Workspace User Interface ........................................... 16 Reporting and Analysis Framework Repository ................................ 17 Logging on to EPM Workspace ........................................... 17 Setting Preferences .................................................... 18 Starting Tasks ........................................................ 18 Creating Documents ................................................... 19 Selecting a Data Source for a Document .................................. 19 Opening and Printing Documents or URLs .................................. 20 Setting File Properties and Moving Files ..................................... 20 Renaming Files ....................................................... 21 Adding and Removing Documents from Favorites ............................. 21 Using Explore ........................................................ 22 Using the Catalog ..................................................... 22 Using Schedule ....................................................... 22 Using Open Items ..................................................... 23 Changing Native Directory Password ....................................... 23 Using URLs in EPM Workspace ........................................... 24 Opening a URL .................................................... 24 Opening a URL in a New Window ...................................... 24 Updating a URL ................................................... 24 Contents iii Using Smart View ..................................................... 25 Single Instance of EPM Workspace ........................................ 26 URL Parameter to Override Single Instance Behavior ........................ 26 Customizing EPM Workspace ............................................ 26 Launching an EPM Workspace Object as a Tab in EPM Workspace from Dashboard ....................................................... 27 Using Oracle User Productivity Kit ........................................ 29 Title Bar Area ........................................................ 30 Toolbars ............................................................ 30 EPM Workspace Toolbar ............................................ 30 Menus ............................................................. 31 Navigate Menu .................................................... 31 File Menu ........................................................ 34 View Menu ....................................................... 36 Tools Menu ...................................................... 36 Help Menu ....................................................... 36 Chapter 2. Setting General Preferences and Personalizing EPM Workspace ......................... 39 Setting Preferences .................................................... 39 Setting General Preferences ........................................... 40 Setting Preferences for Oracle BI Publisher ................................ 41 Setting Preferences for Oracle Business Intelligence Products ................... 42 Chapter 3. Launching Applications ...................................................... 49 Launching Oracle's Hyperion Applications ................................... 49 Chapter 4. Using Oracle BI EE ......................................................... 51 Overview ........................................................... 51 Oracle BI Answers .................................................. 52 Oracle BI Interactive Dashboards ....................................... 52 Oracle BI Delivers .................................................. 52 About Oracle BI Publisher ............................................ 52 Appendix A. Accessibility ............................................................. 55 Enabling Screen Reader Support for EPM Workspace ........................... 55 Setting High-Contrast Mode .......................................... 56 Using the Tab Key in the EPM Workspace UI ................................. 56 Using Global Navigation Shortcuts ........................................ 56 EPM Workspace Graphic with Callouts .................................. 57 Accessibility Behaviors for General UI Elements ............................... 58 Accessibility Behavior for Non-standard Controls .............................. 59 iv Contents Content Tab Bar ................................................... 59 Accessibility for Sidebar Icon List (File Preferences/Properties) ................. 59 Accessibility for Online Help ............................................. 60 Considerations ....................................................... 62 Glossary ........................................................................ 65 Index .......................................................................... 89 Contents v vi Contents Documentation Accessibility Our goal is to make Oracle products, services, and supporting documentation accessible, with good usability, to the disabled community. To that end, our documentation includes features that make information available to users of assistive technology. This documentation is available in HTML format, and contains markup to facilitate access by the disabled community. Accessibility standards will continue to evolve over time, and Oracle is actively engaged with other market-leading technology vendors to address technical obstacles so that our documentation can be accessible to all of our customers. For more information, visit the Oracle Accessibility Program Web site at http://www.oracle.com/accessibility/. Accessibility of Code Examples in Documentation Screen readers may
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