Step 4: Configure security for the new file group

You do not need to update the security for the user filters, but you do need to update the security for the new file group added with the installation.

To configure security for the new file group:

  1. In the Admin ribbon tab, in the System Management group, click Security > Open in Spreadsheet.

  2. In the Open Security in Spreadsheet dialog, select the File Groups check box, and unselect all other check boxes, and then click OK.

  3. Set up the new file group security with the same settings and user filters used for the previous file group. Copy the entire row from the previous file group, and paste to the same row for the new file group.

    [file access level] = Read

    [calc method permission] = Insert

    [interacts with process management] = TRUE

    [access filter, ignored if all plan files] = should be the same as previous File Group

  4. After you are done making changes, in the Main ribbon tab, click Save.

Proceed to Step 5: Run the CP Annual Rollforward utility.