Auditing Trail in Oracle Enterprise Planning and Budgeting Cloud Service (EPBCS) and Planning and Budgeting Cloud Service (PBCS)

Ever want to know which user changed the data in EPBCS or PBCS? Ever want to know which user added a new member in the dimension? The new simplified audit feature that was recently released by Oracle will help service administrators track these changes. The service administrators will now be able to track different audit types including data, dimensions administration, business rules, security and more. In addition to tracking audit types, this feature also allows service administrators to filter on date range (Yesterday, Last 7 days, Last 30 days…) and user name.

How to Enable Auditing in EPBCS or PBCS

The auditing feature needs to be enabled in order to track different tasks in both EPBCS and PBCS. The following instructions will walk through how to configure and change different tasks to be tracked.

Begin by accessing the EPBCS or PBCS environment.

Access the “Audit” under the ”Application”.

Click on “Enable Auditing”. In the “Enable Auditing” window, service administrators can turn on which audit tasks that needs to be tracked and logged by the system.

The following are the types of user activities that the system can log in the task audit:

  • Dimension Administration – Dimension hierarchy, performance settings, currencies
  • Alias Table Administration – Changes to alias table
  • Data – Cell values, supporting detail, account annotations, cell-level documents
  • Launch Business Rules – Updates from calculation scripts
  • Form Definition – Changes on the form (creating, modifying, adding rows)
  • Form Folder Administration – Changes on the form folders (created, moved, deleted)
  • Approvals – Approval unit owners and status
  • Copy Version – Versions copied
  • Security – Access permissions to dimension members, forms, form folders, business rules and task lists
  • Users Administration – New users added, changed, or deleted
  • Group Administration – New groups added, changed, or deleted
  • Task List – Task lists created, updated, saved, moved, or deleted
  • Copy Data – User’s selections for source dimension and target dimension
  • Clear Cell Details – User’s selection for clearing supporting details, comments, and attachments

How to View Auditing Reports and Export to Microsoft Excel

After auditing has been enabled, service administrators can view the reports in EPBCS and PBCS or export the report to Excel so the file can be saved to the local computer.

Access the “Audit” window by going to Navigator -> Application -> Audit.

Click on the “Filter” icon.

The audit feature can be filtered by selecting the audit type or all audit types that has been enabled. These filters can be applied by date range (Today, Yesterday, Last 7 days, Last 30 days, Last 60 days, or Last 180 days) and by user name. If user name is left blank, it will view all users that made changes in the EPBCS or PBCS application.

After filter has been selected to your preference, click “Apply” and the report will generate.

The audit report can be exported to Excel to do further analysis or can be saved as a file to your local computer.

To export the audit report to Excel, click on “Export” on the upper right corner and follow the download instructions.


The audit report will display the following information:

  • Date – Date and time that the user made the modifications
  • Audit (task) – Data, business rule, dimensions…
  • Source – Where the changes being made
  • Action – Modify, add, execute…
  • User – User ID
  • Name – User’s name
  • Details – Information on the audit task
  • Property – Name, value, text
  • Old Value – Original data
  • New Value – New data

To conclude, this new auditing feature is helpful for service administrators to track auditing tasks performed by users and changes that the users made in EPBCS or PBCS.

Blog post by Jenny Wang of Key Performance Ideas.

 

RECENTLY
FROM THE BLOG

 

9/25

PCMCS Webinar