Administrator Guide - Noetix Technical Support

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OverviewThis chapter provides information on the preinstallation considerations for thesoftware. It also guides users through the complete installation procedure ofNoetixViews for Oracle E-Business Suite (NoetixViews). Users who use MicrosoftWindows as the operating system at their site should refer to the procedure describinginstallation of NoetixViews for Oracle E-Business Suite Administrator (NoetixViewsAdministrator) for generating and maintaining Noetix views. Users having UNIX asthe operating system at their sites should refer to the procedure for loading the scriptfiles on a computer running UNIX for generating and maintaining Noetix views.The chapter also provides detailed procedures of upgrading the software on both theoperating systems.Preinstallation ConsiderationsYou must familiarize yourself with the preinstallation considerations before installingNoetixViews for Oracle E-Business Suite (NoetixViews). This section containsinformation about the tasks that must be completed before installing the product.Review System RequirementsThe system requirements for installing NoetixViews can be found in the releasedocumentation included with the product software and inAnswer ID 707 (INFO: Documentation for NoetixViews for Oracle E-Business Suite)on the Noetix online knowledge base.Before beginning an installation, ensure that your system meets the minimumrequirements for hard disk drive space, memory, operating systems, and applicationversions.30 NoetixViews for Oracle E-Business Suite Administrator Guide
Grant Administrative Privileges forNoetixViews AdministratorYou must have administrative privileges for each computer on which you plan to installNoetixViews for Oracle E-Business Suite Administrator (NoetixViews Administrator).To do this, add your user account to the Administrators group on each computer. Ifyou need assistance with this task, contact your system administrator.Install the SoftwareThe following sections describe the process of installing NoetixViews for Oracle E-Business Suite (NoetixViews) in Microsoft Windows and UNIX environments.Install the Software on WindowsThe installation of NoetixViews on a Microsoft Windows-based computer consists ofinstalling NoetixViews for Oracle E-Business Suite Administrator (NoetixViewsAdministrator) and the data (.dat) files. The NoetixViews Administrator uses the datafiles for generation of views. This section contains instructions for installing all theNoetixViews components on a Windows-based computer.Chapter 3: Installing NoetixViews for Oracle E-Business Suite 31
Page 1 and 2: Administrator Guide®
Page 3: Oracle, JD Edwards, PeopleSoft, Ret
Page 6 and 7: Chapter 4 Generation of Views. . .
Page 8 and 9: Option 3: Regenerate Using Schedule
Page 11 and 12: PrefaceThis preface is an introduct
Page 13 and 14: Chapter 1AboutNoetixViewsThis chapt
Page 15 and 16: • Comprehensive documentation: No
Page 17 and 18: User ProfilesTo optimize system res
Page 19: metadata into Noetix QueryServer (N
Page 22 and 23: OverviewNoetix Corporation offers s
Page 24 and 25: The following table explains the wo
Page 26 and 27: Guidelines for Using XOP ViewsFor e
Page 28 and 29: XOP Views and Calendar PeriodsThe n
Page 30 and 31: Global ViewsThe Noetix global views
Page 32 and 33: Global Views and Multi-CurrencyFor
Page 34 and 35: The following diagram depicts how t
Page 36 and 37: 2 In Oracle E-Business Suite, the f
Page 38 and 39: • The columns for qualifier segme
Page 41: Chapter 3InstallingNoetixViews forO
Page 45 and 46: 4. On the Software License Agreemen
Page 47 and 48: 6. On the Choose Start Menu Folder
Page 49 and 50: 8. On the Installation Complete pag
Page 51 and 52: To transfer scripts using the Noeti
Page 53 and 54: 5. Confirm the information that you
Page 55 and 56: Prepare Files and Directory for Gen
Page 57 and 58: Choose an Upgrade MethodNoetixViews
Page 59 and 60: 3. Complete Stages 2, 3, and 4 of t
Page 61 and 62: Additional Steps to Be PerformedAft
Page 63 and 64: Chapter 4Generation ofViewsThis cha
Page 65 and 66: Obtain Account InformationPrior to
Page 67 and 68: Install Data Mart (When UsingNoetix
Page 69 and 70: NoetixViews for Oracle PayrollIf yo
Page 71 and 72: Decide on Noetix SystemAdministrati
Page 73 and 74: If you have only one ledger, invent
Page 75 and 76: For information about generation of
Page 77 and 78: To generate views for the first tim
Page 79 and 80: Stage 1: Create Noetix SystemAdmini
Page 81 and 82: 3. The next page prompts you to typ
Page 83 and 84: 5. The next page identifies the tab
Page 85 and 86: Stage 2: Grant Limited Privileges t
Page 87 and 88: 3. If you want to go to the next st
Page 89 and 90: 2. The next page prompts for a conf
Page 91 and 92: Stage 4: Generate ViewsTo begin Sta
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3. The next page allows you to sele
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4. Provides the Pause for role pref
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6. The next page prompts you to sel
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Get PasswordsDuring Stage 4 of the
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Activate Multi-Currency Columnsfor
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• Ledger: The name of the ledger.
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Verify GenerationThe following inst
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The Query Tool Help, if generated,
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Option 2: Generate UsingScriptsThe
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4. Answer the following prompts:•
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Stage 3: Set Up Noetix SystemAdmini
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• Create Cross Operations Extensi
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4. Verify the information that you
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Given below is a sample section of
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Verify GenerationTo verify that eac
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Compile and Publish MicrosoftWinHel
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5. The text box in the next page di
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Run Noetix Answer Builder(When Usin
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4. On the next page, the Answer Bui
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OverviewIn NoetixViews for Oracle E
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However, for an Oracle E-Business S
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• Decide which security rules to
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Create Noetix Query UsersUsing GUIC
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4. On the Noetix Query User Mainten
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• The Create Synonyms check box i
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To add General Ledger security rule
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• Custom Access: Customizes the a
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7. Use the Business Group tab to co
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• all business groups included in
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The following columns and options a
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8. Use the Ledger tab to do one or
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For information about specifying a
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• Chart of Accounts: Indicates th
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• Name: Indicates the name of the
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• Purchasing• Receivables• Yo
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The following columns and options a
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10. Use the Inventory Organization
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• All: Click this option to grant
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• Master Organization: Indicates
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• Application: The name of the mo
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IMPORTANT: Be careful while assigni
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4. On the Noetix Query User Mainten
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7. If you have clicked the Create N
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9. Provide the user name and passwo
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13. On the User Options page, selec
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14. Optionally, set up the query us
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Create Noetix Query UsersUsing Scri
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c. Please enter the name of the dat
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7. Press ENTER, when prompted, to s
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Modify Noetix Query UsersModifying
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To modify access to data in General
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To modify query user’s access to
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To modify the Noetix query user’s
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Delete Noetix Query UsersA Noetix q
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To delete a Noetix query user using
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Noetix Generators automatically con
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Oracle Business IntelligenceThe fol
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Data Access PrivilegeNOTE: In Oracl
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In Oracle E-Business Suite, an Orac
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Application-Specific SecurityApplic
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To change this schedule, log on to
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Manage BI ToolsBefore you register
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. In the Product Name list, click t
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5. Click Yes. You will return to th
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e. (Optional.) To specify an end da
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Update Reporting Tool or EULYou may
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OverviewThe NoetixViews for Oracle
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The files in the .hist folder follo
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Explore from HereThe Explore from H
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Override Oracle Tool DetectionNoeti
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You can choose to enable or disable
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• igetpw.sql: Gathers passwords f
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2. The prompt is displayed as Noeti
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Refresh Key Flexfield DataCache Tab
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By default, the incremental refresh
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NoetixViews CustomizationThe functi
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Customize NoetixViewsThe customizat
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Chapter 7Regeneration ofViewsThis c
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When regenerating, you must start w
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IMPORTANT: If a regeneration fails
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6. Regenerate the Noetix Help File:
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NOTE: If any errors are detected in
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Step 1: Set Up Custom ApplicationYo
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The script you run in this step wil
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• Should Microsoft Help be genera
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Step 4: Grant Permissions to APPSOb
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• Please enter the default tables
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• Generate Microsoft Help?• Gen
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Step 1: Create UNIX User andDirecto
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• Should Global views be installe
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Step 3: Populate Password FileIMPOR
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3. With the UNIX editor of your cho
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You must specify an appropriate num
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NOTE: If any errors are detected in
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Regenerate Noetix Answers/Help File
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NOTE: The Continue if warnings dete
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For information about defining a jo
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• Publish the HTML help file, if
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To transfer and compile the Microso
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6. If the help source file (noetix.
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• When prompted for your Generati
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OverviewThis chapter contains infor
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4. On the Uninstalling page, click
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Uninstall the Software fromUNIXFor
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NoetixViews for OracleGeneral Ledge
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General Ledger Data SecurityData se
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Archived DataGeneral Ledger has a f
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NoetixViews for Oracle HumanResourc
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Security Policies in Views for HRMS
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The following table indicates how t
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For information about how to contro
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View nameHR_Emp_Ethnic_Info(availab
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The following table lists the Noeti
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View namePAY_Payroll_Proc_SummaryPA
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In addition, the following views ar
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Oracle DateTrack and NoetixViewsThe
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Updating RecordsIf you update a rec
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DateTracked Historic Views and Effe
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How to Use Oracle DateTrack inNoeti
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Hiding Duplicate RowsMost of the ti
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3. You can concatenate the day and
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Creating Intelligent History Querie
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Restricting DateTrackingWhen you ed
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For these views, the Noetix Help Fi
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FunctionsNoetixViews for Human Reso
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About Noetix Payroll Data MartNoeti
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How to Install Noetix Payroll DataM
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Objects Created During GenerationTh
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When the data population is schedul
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Purge Noetix Payroll Data MartYou c
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2. On the Concurrent Manager, click
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NoetixViews for OracleProjectsNoeti
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TerminologyProject Currency (PC)Pro
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For information about activating th
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Subject Areas in Oracle ProjectsThe
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Subject area Functional area Dialog
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The funds availability views are ca
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Subject areas Modules involved Noet
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Third-Party License TermsThe applic
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You may charge a fee for the physic
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6. Each time you redistribute the P
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AAccounting Flexfield, 91, 296, 298
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Inventory rolesand Cross Operations
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Oracle DateTrack, 318Oracle E-Busin
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tablespacecalculating for Noetix Pa
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