Administrator Guide - Noetix Technical Support

Administrator Guide
®

NoetixViews for Oracle E-Business
Suite Administrator Guide
NoetixViews 6.0 for Oracle E-Business Suite
This document was released on April 30, 2010. Please go to Answer ID 707 (INFO:
Documentation for NoetixViews for Oracle E-Business Suite) on the Noetix online knowledge
base; an updated version of this document might be available.
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charge no more than our cost of physically performing the distribution, a complete, machinereadable
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should be directed to Noetix Corporation, 5010 148th Ave NE, Suite 100, Redmond, WA
98052-5119, USA.

Contents
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix
About This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Noetix Technical Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . x
Chapter 1 About NoetixViews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Benefits of NoetixViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
NoetixViews Basics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
NoetixViews Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Noetix Help File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Noetix Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Noetix Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
General Ledger Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Multi-Currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
NoetixAnswers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Chapter 2 Versions of Noetix Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Standard Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
XOP Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
How XOP Views Are Generated . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Guidelines for Using XOP Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Global Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
How Global Views Are Generated . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Key Flexfield Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Chapter 3 Installing NoetixViews for Oracle E-Business Suite . . . . . . . . . 27
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Preinstallation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Review System Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Grant Administrative Privileges for NoetixViews Administrator. . . . . 29
Install the Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Install the Software on Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Load the Software on UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Upgrade the Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Choose an Upgrade Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Option 1: Upgrade the Software on Windows . . . . . . . . . . . . . . . . . . 43
Option 2: Upgrade Using Scripts. . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Contents
v

Chapter 4 Generation of Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49
Pre-Generation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Back Up Oracle E-Business Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . .50
Obtain Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Determine Oracle Tools Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . .51
Create Tablespace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52
Install Data Mart (When Using NoetixViews for Oracle Payroll) . . . .53
Update Scripts Before Generation . . . . . . . . . . . . . . . . . . . . . . . . . . .54
Decide on Noetix System Administration User Name . . . . . . . . . . . .57
Name Role Prefixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58
Choose Help Formats to Generate . . . . . . . . . . . . . . . . . . . . . . . . . . .59
Choose a Generation Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60
Option 1: Generate Using NoetixViews Administrator. . . . . . . . . . . . . . . . . . .62
Start NoetixViews Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . .63
Stage 1: Create Noetix System Administration User Account . . . . . . .66
Stage 2: Grant Limited Privileges to AOL Data . . . . . . . . . . . . . . . . .72
Stage 3: Set Up Noetix System Administration User Account. . . . . . .75
Stage 4: Generate Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78
Verify Generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92
Generate Noetix Help File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Option 2: Generate Using Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .96
Stage 1: Create Noetix System Administration User Account . . . . . . .97
Stage 2: Grant Limited Privileges to AOL Data . . . . . . . . . . . . . . . . .99
Stage 3: Set Up Noetix System Administration User Account. . . . . .100
Stage 4: Generate Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101
Verify Generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Generate Noetix Help File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109
Run Noetix Answer Builder (When Using Noetix Platform) . . . . . . . . . . . . .115
Chapter 5 Noetix Query User Management . . . . . . . . . . . . . . . . . . . . . . .119
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120
Gather User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123
Create Noetix Query Users Using GUI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126
Add a Noetix Query User Using an Existing User . . . . . . . . . . . . . .126
Create a Noetix Query User Using the Add Wizard . . . . . . . . . . . . .161
Create Noetix Query Users Using Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . .177
Add Existing Users as Noetix Query Users . . . . . . . . . . . . . . . . . . . .177
Create a Database User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181
Modify Noetix Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .183
Delete Noetix Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191
Data Security in NoetixViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194
Object Access Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194
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Data Access Permissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 196
Refresh Security for Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201
Provide Row-Level Security in BI Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Manage BI Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 204
Manage BI Tool Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Update Reporting Tool or EUL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
Generate Noetix Query Users into NQS (When Using Noetix Platform). . . . 212
Chapter 6 Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
Locate Important Directories and Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214
When You Generate Noetix Views. . . . . . . . . . . . . . . . . . . . . . . . . . 214
When You Regenerate or Upgrade Views. . . . . . . . . . . . . . . . . . . . . 215
NoetixViews Administrator Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216
Change Base Installation Directory . . . . . . . . . . . . . . . . . . . . . . . . . 217
Explore from Here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218
Grant Select Any Table/Dictionary . . . . . . . . . . . . . . . . . . . . . . . . . 219
Override Oracle Tool Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Enable/Disable Administrator Functionality . . . . . . . . . . . . . . . . . . 221
Administrative Scripts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Available UNIX Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
Run a UNIX Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Available SQL and MS-DOS Scripts . . . . . . . . . . . . . . . . . . . . . . . . 223
Run an SQL or MS-DOS Script . . . . . . . . . . . . . . . . . . . . . . . . . . . 225
Resolve Issues in Your Noetix Views Generation . . . . . . . . . . . . . . . . . . . . . . 227
Refresh Key Flexfield Data Cache Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228
NoetixViews Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229
Understand NOETIX_SYS Schema. . . . . . . . . . . . . . . . . . . . . . . . . 230
Customize NoetixViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231
Suppress Noetix Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
NCM Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Chapter 7 Regeneration of Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Choose a Regeneration Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235
Option 1: Regenerate Using NoetixViews Administrator . . . . . . . . . . . . . . . . 237
Option 2: Regenerate Using Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Option 3: Regenerate Using Scheduled Concurrent Manager Job . . . . . . . . . 242
Initial Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Schedule Regeneration in Concurrent Manager . . . . . . . . . . . . . . . . 252
Option 4: Regenerate Using Scheduled Cron Job. . . . . . . . . . . . . . . . . . . . . . 255
Initial Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Contents
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Schedule Regeneration in Cron . . . . . . . . . . . . . . . . . . . . . . . . . . . .262
View Regeneration Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266
Edit or Delete a Cron Job. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .266
Regenerate Noetix Answers/Help File Separately . . . . . . . . . . . . . . . . . . . . . .268
Regenerate Noetix Answers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .268
Regenerate Noetix Help File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .272
Chapter 8 Uninstalling the Software. . . . . . . . . . . . . . . . . . . . . . . . . . . . .281
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .282
Uninstall the Software from Windows . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .282
Uninstall the Software from UNIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .286
Appendix A Module-Specific Information. . . . . . . . . . . . . . . . . . . . . . . . . .287
Appendix A Module-Specific Information. . . . . . . . . . . . . . . . . . . . . . . . . .287
NoetixViews for Oracle General Ledger . . . . . . . . . . . . . . . . . . . . . . . . . . . . .288
About General Ledger Security Rules . . . . . . . . . . . . . . . . . . . . . . . .288
General Ledger Data Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .290
Archived Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .292
Summarized Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .293
NoetixViews for Oracle Human Resources . . . . . . . . . . . . . . . . . . . . . . . . . . .294
About Access to Human Resources Data . . . . . . . . . . . . . . . . . . . . .295
Security Policies in Views for HRMS . . . . . . . . . . . . . . . . . . . . . . . .296
SIT Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .307
EIT Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .309
Oracle DateTrack and NoetixViews . . . . . . . . . . . . . . . . . . . . . . . . .310
Benefit Classification Assumptions . . . . . . . . . . . . . . . . . . . . . . . . . .324
Support for Additional Personal Details Descriptive Flexfield. . . . . .324
Default Hours for Salary Calculations . . . . . . . . . . . . . . . . . . . . . . .326
Setup Business Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .326
Optional Views and Columns . . . . . . . . . . . . . . . . . . . . . . . . . . . . .327
Performance-Related Issues. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .327
NoetixViews for Oracle Payroll. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .329
About Noetix Payroll Data Mart . . . . . . . . . . . . . . . . . . . . . . . . . . .330
Before Installing Noetix Payroll Data Mart. . . . . . . . . . . . . . . . . . . .331
Installing Noetix Payroll Data Mart . . . . . . . . . . . . . . . . . . . . . . . . .331
Populating Noetix Payroll Data Mart . . . . . . . . . . . . . . . . . . . . . . . .335
Maintain Noetix Payroll Data Mart . . . . . . . . . . . . . . . . . . . . . . . . .337
Upgrade Noetix Payroll Data Mart. . . . . . . . . . . . . . . . . . . . . . . . . .340
Uninstall Noetix Payroll Data Mart . . . . . . . . . . . . . . . . . . . . . . . . .341
NoetixViews for Oracle Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .342
Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .342
Multi-Currency Terminology in Oracle Projects . . . . . . . . . . . . . . .343
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Effect of Multi-Currency on Different Types of Projects . . . . . . . . . 344
Multi-Currency Activation in NoetixViews for Oracle Projects . . . . 345
Results of Multi-Currency Activation. . . . . . . . . . . . . . . . . . . . . . . . 346
Changing the Multi-Currency Option
While Regenerating Noetix Views . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Subject Areas in Oracle Projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348
NoetixViews for Oracle U.S. Federal Financials . . . . . . . . . . . . . . . . . . . . . . . 351
Subject Areas of NoetixViews for Oracle U.S. Federal Financials . . . 353
Appendix B Legal Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 355
Third-Party License Terms. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Index. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Contents
ix

Preface
This preface is an introduction to the NoetixViews for Oracle E-Business Suite
Administrator Guide. It discusses the administrator guide’s content and assumptions, as
well as how to contact Noetix Corporation for support.

About This Guide
The NoetixViews for Oracle E-Business Suite Administrator Guide provides system
administrators with complete installation instructions for NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator) and generation instructions
for NoetixViews for Oracle E-Business Suite (NoetixViews), as well as a general
reference for managing and optimizing the product within an enterprise.
This administrator guide assumes that NoetixViews or Oracle E-Business Suite has
been purchased from Noetix Corporation and that the reader is primarily responsible
for the Noetix views generation and maintenance tasks. This administrator guide also
requires a general knowledge of the system environment, client/server architecture,
Oracle database, Oracle E-Business Suite configuration, and using common graphical
user interfaces.
This administrator guide also assumes that readers have a basic knowledge of any query
tool they may use to access NoetixViews.
We welcome your input on the quality, accuracy, and usefulness of this document.
Please send your comments and suggestions to Noetix Technical Support.
Noetix Technical Support
The Noetix Technical Support Web site is available if you have any questions or
encounter a problem during installation or operation of your Noetix software. This site
is updated regularly with the latest information on Noetix products.
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NoetixViews for Oracle E-Business Suite Administrator Guide

Chapter 1
About
NoetixViews
This chapter provides an overview of the concepts and components of NoetixViews for
Oracle E-Business Suite (NoetixViews).

Overview
NoetixViews for Oracle E-Business Suite (NoetixViews) unlocks the data hidden in
corporate databases by providing user-friendly, plug-and-play business views of Oracle
E-Business Suite data, helping speed the flow of information throughout the
enterprise. Customized to each unique database configuration, the automated
generation process is a snap – cutting weeks off typical custom generations.
NoetixViews provides the fast track to delivering familiar business terminology right to
employees, partners, and customers.
By hiding complexity within metadata, NoetixViews simplifies and greatly accelerates
report generation and ad hoc query creation, empowering decision makers and frontline
employees with timely and accurate access to critical information. The metadata
has been hand-crafted by Noetix Corporation to meet common business reporting
needs with each view designed for a specific functional coverage area. Designed with
integration in mind, NoetixViews is built on an open architecture platform, extending
the power of NoetixViews information to a myriad of third-party reporting and
analytical tools.
Benefits of NoetixViews
The benefits of NoetixViews for Oracle E-Business Suite (NoetixViews) include:
• Quick implementation: In as few as two days, NoetixViews can be up and
running, delivering timely and accurate access to critical information. Thus,
providing huge savings in the development costs.
• Automatic upgrade protection: The reports written for NoetixViews using any
reporting tool are insulated from the Oracle E-Business Suite schema changes. If
there is a new release (patches, service packs, or upgrades) of Oracle E-Business
Suite and there is some change in the Oracle schema that might result in broken
reports, Noetix Corporation will release a compatible version of NoetixViews so
that your reports based on the Noetix views will automatically adjust to the new
Oracle schema changes and continue to return accurate data. This is available to
you at no extra cost.
2 NoetixViews for Oracle E-Business Suite Administrator Guide

• Comprehensive documentation: NoetixViews comes complete with a
comprehensive help file and documentation, providing valuable information to
accelerate report development and generation.
• Automatic customized generation: Custom business views simplify data access,
yielding immediate return on investment. The NoetixViews scripts detect
additional configuration information about the Oracle E-Business Suite schema
on which they are installed and generate Noetix views with customer-specific
columns, such as descriptive flexfields.
NoetixViews Basics
This section explains general features and components of NoetixViews for Oracle E-
Business Suite (NoetixViews) as well as concepts like roles and security. Being familiar
with these terms will assist you in generating and maintaining Noetix views. An
expanded introduction to views, roles, and using NoetixViews can be found in your
NoetixViews for Oracle E-Business Suite User Guide.
NoetixViews Administrator
The NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) is a Microsoft Windows-based application that allows you to complete
a full generation of Noetix views from a client-side PC. A series of wizards guides you
through the generation process, from creating a Noetix System Administration User
account to generating the customized views for your site.
NoetixViews Administrator is also used for maintenance tasks, such as setting up query
users, regenerating views, and generating the Noetix Help File.
For more information about NoetixViews Administrator, see Generation of Views,
Noetix Query User Management, and Maintenance.
Chapter 1: About NoetixViews 3

Noetix Help File
The Noetix Help File helps you in searching information pertaining to a specific view
or column. It helps you to easily locate a NoetixViews topic (for example, role, view,
column or query construction) within the help file.
The Noetix Help File is generated for each distinct Noetix System Administration User
account and a set of Noetix views. To facilitate report creation by the functional users
who do not have technical knowledge about the complicated Oracle table structures,
the help file represents the complex Oracle table names and column names with
common user terminology.
The Noetix Help File is available in several formats, including Microsoft WinHelp and
HTML formats.
For more information about the Noetix Help File, see Choose Help Formats to
Generate in “Generation of Views.”
Noetix Query Users
Noetix query users are database users, Oracle E-Business Suite users, or Oracle E-
Business Suite responsibilities that are granted access to a set of Noetix views. Noetix
query users can be set up after completing the generation process.
The Noetix System Administration User creates a Noetix query user by selecting a
database user (or, with DBA privileges, creating a new one) and granting this user a set
of Noetix roles appropriate for the user’s security level and information access needs.
After this setup, this database user is considered a Noetix query user.
Users can also be set up to be authenticated against the Oracle E-Business Suite
security. In this case, Oracle E-Business Suite users and/or responsibilities are set up in
the NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) with access to appropriate roles.
4 NoetixViews for Oracle E-Business Suite Administrator Guide

User Profiles
To optimize system resources and reduce the possibility of runaway queries, Oracle
provides resource limits. Resource limits control the following four variables:
• A user’s CPU usage and disk I/O
• The number of sessions per user
• The maximum connect time
• The amount of memory used by a multi-threaded server session
You can use the Create Profile dialog box of SQL*DBA to create or modify a user
profile. For more information on user profiles, refer to Oracle’s Server Administrator’s
Guide and SQL Language Reference Manual.
For more information about query users, see Noetix Query User Management.
Noetix Roles
Noetix roles are assigned to Noetix query users to both provide and restrict access to
data held in Oracle E-Business Suite. Each role grants access to a set of views. Roles are
usually generated according to the level of granularity inherent in a specific Oracle
Application.
The concept of a role is an Oracle Database feature. Noetix query users granted a role
automatically have access to all the views assigned to that role. Roles are assigned to
Noetix query users after generation. For more information about assigning roles, see
step 11 in “Add a Noetix Query User Using an Existing User” in “Noetix Query User
Management.”
General Ledger Security
NOTE: In Oracle E-Business Suite Release 12, the concept of set of books has been replaced
by ledger. In this guide both “set of books” and “ledger” have been used interchangeably to
refer to the same concept.
When a Noetix query user requires access to secure Oracle General Ledger data, you
can use NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) to assign the proper General Ledger security.
Chapter 1: About NoetixViews 5

General Ledger security rules control access to transactions or balances in General
Ledger. These security rules should be predetermined by the Oracle E-Business Suite
Administrator before assigning them to Noetix query users in NoetixViews
Administrator.
Noetix query users can be set up to have no access or full access to secure General
Ledger data, or to allow the responsibility with which a user logs on to determine what
data should be accessible. Users can also be given custom access and assigned security
rules for each chart of accounts/ledger. A user can be assigned any valid security rule,
regardless of what roles (if any) they have been assigned.
If you add a security rule in Oracle E-Business Suite to a new segment of the
Accounting Flexfield or create a new ledger, the views must be regenerated before they
incorporate the changes. With any change or addition to security rules in Oracle E-
Business Suite, you should review and update users’ access to General Ledger data in
NoetixViews.
For more information about General Ledger security, see NoetixViews for Oracle
General Ledger in “Module-Specific Information.”
Multi-Currency
Oracle E-Business Suite allows you to work with currency amounts in either base or
foreign currency units. Additional functionality has been built into both the views and
the Noetix Help File to help you to select the Oracle E-Business Suite data using
foreign and base currency units.
Noetix views are generated with the ability to reflect the use of more than one currency
in your applications configuration. In General Ledger, each ledger is defined with a
single base currency unit. Individual transactions can be entered in any currency unit
(that is, a currency different from the base currency for each ledger).
When querying data from NoetixViews, use the Currency_Code column to select the
base or foreign currency in which you would prefer to view the data.
6 NoetixViews for Oracle E-Business Suite Administrator Guide

NoetixAnswers
NoetixAnswers immediately enhances NoetixViews for Oracle E-Business Suite
(NoetixViews) by configuring metadata for prebuilt reports specific to your Oracle E-
Business Suite configuration. After the metadata is created, you can generate the
metadata into Noetix QueryServer (NQS) and Noetix WebQuery (NWQ) to provide
instant answers to common business questions without complicated query
development.
To generate metadata created by NoetixAnswers:
• Run Noetix Generator for Noetix Platform—Oracle E-Business Suite Edition
(Noetix Generator). For more information about Noetix Generator, see the Noetix
Generator for Noetix Platform Administrator Guide for Oracle E-Business Suite.
NoetixAnswers uses the access and translation capability of the installed Noetix
products to deliver custom answers without the need to define data locations or write
query code. Available for each NoetixViews module, NoetixAnswers facilitates the
power within the Noetix metadata to automatically map and create application-specific
queries customized to each unique application configuration. With NoetixAnswers,
Noetix delivers more than business views – it provides instant access to business
information without taxing IT resources.
NoetixAnswers requires the purchase of NQS and NWQ. More information about
NoetixAnswers can be found in this administrator guide.
Chapter 1: About NoetixViews 7

Chapter 2
Versions of
Noetix Views
This chapter provides information about the versions of Noetix views for Oracle E-
Business Suite.

Overview
Noetix Corporation offers standard, Cross Operations Extension (XOP), and global
versions of views for a variety of Oracle E-Business Suite modules.
Standard Views
The standard version of Noetix views allows Noetix query users to access data for a
specific organizational unit, such as a business group, ledger, operating unit, and
inventory organization. The standard views for a specific organizational unit are
grouped under the corresponding Noetix role for that organizational unit. When a role
is granted to a user, the user can query data related to the specific organizational unit
from the views corresponding to the role. With the exception of the standard views for
the Oracle Advanced Benefits, Oracle General Ledger, Oracle Human Resources,
Oracle Payroll, Oracle Time and Labor, and Oracle U.S. Federal Financial modules,
security is not available for the standard views.
XOP Views
NOTE: In Oracle E-Business Suite Release 12, the concept of set of books has been replaced
by ledger. In this guide both “set of books” and “ledger” have been used interchangeably to
refer to the same concept.
NoetixViews Cross Operations Extension (XOP) is an extension to the NoetixViews
for Oracle E-Business Suite (NoetixViews) product line. This feature allows users to
view data across multiple organizational areas and build queries using this data.
Depending on your Oracle E-Business Suite setup, this data can span multiple ledgers,
operating units, and inventory organizations.
10 NoetixViews for Oracle E-Business Suite Administrator Guide

For the XOP version of some views, the access of the Noetix query users to data from
multiple organizational areas can be customized through the use of the Security
Manager dialog box. For information, see Add a Noetix Query User Using an Existing
User in “Noetix Query User Management.”
How XOP Views Are Generated
The XOP feature creates roles with views that can span your Oracle E-Business Suite
environment. The number of XOP roles depends on the specific configuration at your
site. The number of views in each XOP role roughly corresponds to the number of
views in each NoetixViews standard role.
Each category of views is handled differently depending on how the Oracle E-Business
Suite module organizes the data:
• By chart of accounts: The Oracle General Ledger, Oracle U.S. Federal Financials,
and Oracle Assets modules are partitioned by ledgers. Each ledger is linked to a
chart of accounts that defines the Accounting Flexfield structure. Therefore, views
in the General Ledger, U.S. Federal Financials, and Assets modules can span
across multiple ledgers, as long as those ledgers have the same chart of accounts.
• By a combination of chart of accounts and item master organization: XOP views
corresponding to the Oracle modules at the operating unit level and inventory
organization level are partitioned by combinations of charts of accounts and item
master organizations. Therefore, these views can span across operating units and
inventory organizations that share the same combination of a chart of accounts
and an item master organization.
NOTE: Customers who do not have an item master organization defined for their site
require customization of NoetixViews, to avail of the XOP functionality. Such
customers must use identical flexfield structures for all charts of accounts; the segments,
segment names, and segment structures must be the same for the XOP views to return
meaningful data.
Chapter 2: Versions of Noetix Views 11

The following table explains the working of XOP views:
Category Views span across Restriction Modules
Ledger Ledger Chart of accounts
must be the same
Oracle General Ledger, Oracle
U.S. Federal Financials, and
Oracle Assets
Operating
unit
Operating units
Combination of
chart of accounts and
item master
organization must be
the same
Oracle Receivables, Oracle
Payables, Oracle Order
Management, Oracle
Purchasing, Oracle Projects,
Oracle Grants Accounting,
and Oracle Grants Proposal
Inventory
organization
Inventory
organizations
Combination of
chart of accounts and
item master
organization must be
the same
Oracle Inventory, Oracle Bills
of Material, Oracle Cost
Management, Oracle Work in
Process, Oracle Quality,
Oracle Enterprise Asset
Management, and Oracle
Material Requirements
Planning
NOTE: XOP views for Oracle Projects, Oracle Grants Accounting, and Oracle Grants
Proposal display data from multiple operating units having the same chart of accounts.
These views are partitioned at the operating unit level and do not consider the item master
organization.
Additional columns are generated in the XOP views based on the organizational units
across which the views span. The following table provides the list of modules and the
corresponding organizational unit column added to the XOP views:
Modules
Oracle General Ledger, Oracle U.S.
Federal Financials, and Oracle Assets
Column
Set_Of_Books_Name (for Oracle
E-Business Suite versions prior to
Release 12) and Ledger_Name (for
Oracle E-Business Suite Release 12
and later)
12 NoetixViews for Oracle E-Business Suite Administrator Guide

Modules
Oracle Receivables, Oracle Payables,
Oracle Order Management, Oracle
Purchasing, Oracle Projects, Oracle
Grants Accounting, and Oracle
Grants Proposal
Oracle Inventory, Oracle Bills of
Material, Oracle Cost Management,
Oracle Work in Process, Oracle
Quality, Oracle Enterprise Asset
Management, and Oracle Material
Requirements Planning
Column
Operating_Unit_Name
Organization_Name
NOTE: The table lists the main columns on the basis of which the organizational units
pertaining to records can be identified. Other, additional columns may also be generated in
the XOP views.
For information about generating XOP views, see Option 1: Generate Using
NoetixViews Administrator or Option 2: Generate Using Scripts in “Generation of
Views.”
Chapter 2: Versions of Noetix Views 13

Guidelines for Using XOP Views
For each chart of accounts, a set of XOP views will be generated to cross over all
ledgers, operating units, and inventory organizations, depending on your Oracle E-
Business Suite setup. This section sets out the guidelines that you should follow for
ensuring that the views return accurate results for your users.
If the base currency and calendar are not the same for all ledgers, XOP views will be
generated, but there may be some discrepancy in the currency unit or calendar.
An example of a query that retrieves accurate information from multiple ledgers, each
with a different base currency, would be: “How many products were sold last year
across all ledgers?” For the same ledgers, an example of a query that cannot retrieve
accurate, currency-related information would be: “What were the gross sales of the
products last year across all ledgers?” In the result of this query, the amounts would not
be converted to a single currency.
IMPORTANT: For XOP views that retrieve information from ledgers with different base
currencies, the view essays in the Noetix Help File will contain a note cautioning users to be
careful while grouping or summing the values in different base currencies.
XOP Views and Multi-Currency
The multi-currency functionality of Oracle E-Business Suite is not supported by XOP
views.
NOTE: Irrespective of whether the multi-currency functionality is activated at your
environment, Noetix recommends that you use a single base currency across all ledgers to
ensure accurate information from the XOP views.
For example, if your environment has two ledgers without the multi-currency
functionality, both having the same base currency and identical calendar periods, XOP
views can retrieve information accurately from those ledgers. Even if your environment
has two ledgers with the multi-currency functionality activated, XOP views can
retrieve accurate information from them, provided that they have the same base
currency and identical calendar periods.
14 NoetixViews for Oracle E-Business Suite Administrator Guide

XOP Views and MRC
If the Oracle Multiple Reporting Currencies (MRC) feature is activated, the data
retrieved from multiple ledgers will be in different currencies. For a single ledger, XOP
views may be used to retrieve accurate currency-related information. However, when
XOP views are used to retrieve information from multiple ledgers that use different
currencies, all information except for the currency-related information can be used.
For example, a company has two ledgers for its operations in the United States and
Mexico. The primary ledger, representing the entire company (both operations) uses
U.S. dollars as its currency. The reporting ledger, representing the manufacturing
organizations in Mexico, uses pesos as its currency. The company can use XOP views
to retrieve information about Mexican manufacturing organizations from the
reporting ledger. The retrieved information, containing financial data in pesos, can be
submitted to the Mexican government. The company can also use XOP views to
retrieve information about the entire company from the primary ledger. The retrieved
information, containing financial data in U.S. dollars, can be used to evaluate the
company’s global performance.
Chapter 2: Versions of Noetix Views 15

XOP Views and Calendar Periods
The number of calendar periods you have created for each ledger will determine
whether XOP views return accurate information. For accurate information, it is
recommended that you use the same number of calendar periods with identical
beginning and end dates across multiple ledgers.
For example, if one ledger has six calendar periods in a year, and a second ledger has
four calendar periods in a year, then the XOP views may not be able to determine how
the data from one ledger should be mapped to the other. Therefore, the information
returned may not be accurate.
16 NoetixViews for Oracle E-Business Suite Administrator Guide

XOP Views for Inventory
Two types of roles can be generated for the Oracle Inventory module when you have
more than one inventory organization – inventory organization-specific roles and
global inventory organization roles. You can choose to generate one, both, or neither of
these roles. For information about inventory roles, see Option 1: Generate Using
NoetixViews Administrator or Option 2: Generate Using Scripts in “Generation of
Views.”
In addition to these roles, XOP views for Inventory can also be generated. The XOP
views also allow the user to create queries that span multiple inventory organizations,
but a set of XOP views will be created for each combination of a chart of accounts and
an item master organization in Oracle E-Business Suite.
Whereas the global inventory roles allow you to create queries that span inventory
organizations without regard to multiple charts of accounts or item master
combinations, the XOP views for Inventory take multiple charts of accounts and item
master organizations into account.
For example, assume that your company has two item master organizations, each with
three inventory organizations. Additionally, your company uses only one chart of
accounts.
You can choose to generate six sets of inventory organization-specific views (one each
for the WA, OR, CA, NY, MA, and PA inventory organizations) or one set of global
views that will span all the inventory organizations.
If you have purchased XOP views, you can generate two sets of XOP views, one for
each item master organization.
Chapter 2: Versions of Noetix Views 17

Global Views
The global extension of Noetix views for Oracle E-Business Suite (NoetixViews) allows
users to view data across organizational units and build queries using the data.
Depending on your Oracle E-Business Suite setup, the data can span organizational
units, such as business groups, ledgers, operating units, and inventory organizations.
How Global Views Are Generated
A single global role with a set of views is generated for all active organizational units
defined in an Oracle E-Business Suite module. Similar to standard and XOP views,
Noetix query users can access global views through global roles. When a global role is
assigned to a Noetix query user, the user can query data related to organizational units
from the views corresponding to the role subject to the row-level security defined in
NoetixViews for Oracle E-Business Suite Administrator (NoetixViews Administrator).
For the global version of views, the Noetix query user's access to data from multiple
organizational units can be customized through the NoetixViews Administrator. For
information, see Create Noetix Query Users Using GUI in "Noetix Query User
Management."
The global versions of Noetix views are available for all the supported Oracle E-
Business Suite modules except the following:
• Oracle Grants Accounting
• Oracle Grants Proposal
• Oracle Project Manufacturing
• Oracle General Ledger (GL_Parent_Budget_to_Actuals,
GL_Parent_Child_Balances, GL_Parent_Child_Budgets,
GL_Rollup_Parent_Balances, and GL_Rollup_Parent_Budgets)
18 NoetixViews for Oracle E-Business Suite Administrator Guide

Some additional columns are generated in the global views based on the organizational
units across which the views span. The following table lists some of the Oracle E-
Business Suite modules and the corresponding organizational unit columns added to
the global version of the views:
Module
Oracle Advanced Benefits and Oracle
Payroll
Oracle Bills of Materials, Oracle Cost
Management, Oracle Enterprise Asset
Management, Oracle Master
Scheduling/MRP, Oracle Quality, and
Oracle Inventory
Oracle Inventory
Oracle Assets, Oracle U. S. Federal
Financials, Oracle General Ledger,
Oracle Payables, Oracle Receivables,
Oracle Purchasing, Oracle Order
Management, and Oracle Projects
Oracle Projects and Oracle Time and
Labor
Oracle Human Resources
Column
Legislation_Code
Chart_Of_Accounts_Name,
Master_Organization_Name, and
Organization_Name
Organization and Organization_Code
Chart_Of_Accounts_Name,
Ledger_Name (for Oracle E-Business
Suite Release 12 and later),
Operating_Unit_Name, and
Set_Of_Books_Name (for Oracle E-
Business Suite versions prior to Release
12)
Business_Group_Name
Legislative_Code
Global Views and Multi-Currency
For a global role, users can retrieve accurate data from the corresponding global views
across ledgers if the ledgers use the same base currency.
IMPORTANT: For global views that retrieve information from ledgers with different base
currencies, the users need to be careful while grouping or summing the values in different
base currencies.
Chapter 2: Versions of Noetix Views 19

Global Views and MRC
If the Oracle Multiple Reporting Currencies (MRC) feature is activated, users can use
global views to retrieve data from primary ledgers that contain transaction-related
information in base currency units. Users can also retrieve data from the associated
reporting ledgers that contain transaction-related information in foreign currency
units.
For example, a company has two ledgers for its operations in the United States and
Mexico. The primary ledger, representing the entire company (both operations) uses
U.S. dollars as its currency. The reporting ledger, representing the manufacturing
organizations in Mexico, uses pesos as its currency. The company can use global views
to retrieve information about Mexican manufacturing organizations from the
reporting ledger. The retrieved information, containing financial data in pesos, can be
submitted to the Mexican government. The company can also use global views to
retrieve information about the entire company from the primary ledger. The retrieved
information, containing financial data in U.S. dollars, can be used to evaluate the
company's global performance.
Benefits of Global Views
The key features of the global version of Noetix views are the following:
• Enterprise-wide reporting: Data from all organizations is accessible from each
global view
• Row-level security: Oracle E-Business Suite user's data access privileges are used
to restrict the data returned by the global views, regardless of the BI tool
• Intuitive user interface: An organized and intuitive presentation model in the BI
tools
• Rapid Implementation: Fast generations and regenerations mean rapid
deployment of upgrades, enhancements, and customizations
20 NoetixViews for Oracle E-Business Suite Administrator Guide

Key Flexfield Views
For supporting key flexfields, the global views, by default, include only certain
columns that return, among other details, the concatenated segment values and
segment labels. The segment-specific details are returned by separate, key flexfield
views whose names begin with the XXK_ prefix. The advantages of this arrangement
are that the global views are not cluttered with too many key flexfield-related columns.
For all key flexfields except the Personal Analysis key flexfield, a data cache value table
is created. This table contains the values for individual segments, the values for
qualifier segments if they are defined for the Accounting key flexfield, and the
concatenated segment values. A data cache description table is also created for the
Accounting key flexfield and Territory key flexfield, and the names of the
corresponding key flexfield views for these tables have the _D suffix.
The XXK_KEY_FLEXFIELD role provides access to all the key flexfield views
generated at your site. While providing access to global views, the global roles also
provide access to the related key flexfield views.
The following diagram depicts how the key flexfield views retrieve data:
Chapter 2: Versions of Noetix Views 21

The following table explains how data is returned for key flexfields in standard, Cross
Operations Extension (XOP), and global views:
Standard views XOP views Global views
Support only single key
flexfield structures
spanning single
organizational units.
Support only single key
flexfield structures
spanning multiple
organizational units.
Support multiple key
flexfield structures
spanning all
organizational units
within your site.
Key Flexfields Supported by NoetixViews
The following table lists the key flexfields that are supported by NoetixViews:
Flex code Key flexfield name Structure 1
BANK
Bank Details
KeyFlexField
Multiple
CAT# Category Flexfield Single
COST Cost Allocation Flexfield Multiple
CT# Territory Flexfield Single
GL# Accounting Flexfield Multiple
GRD Grade Flexfield Multiple
GRP People Group Flexfield Multiple
JOB Job Flexfield Multiple
KEY# Asset Key Flexfield Single
LOC# Location Flexfield Single
MCAT Item Categories 2 Multiple
MDSP Account Aliases Single
MICG Item Catalogs Single
22 NoetixViews for Oracle E-Business Suite Administrator Guide

Flex code Key flexfield name Structure 1
MSTK System Items Single
MTLL Stock Locators Single
PEA
Personal Analysis
Flexfield 3
Multiple
POS Position Flexfield Multiple
1 In Oracle E-Business Suite, a key flexfield may by definition support a single structure
or multiple structures.
2 In Oracle E-Business Suite, the functional areas of the Item Categories key flexfield
are tied to single structures that might vary from implementation to implementation.
During the generation of the global views that return information for the Item
Categories key flexfield, the structures are determined according to the corresponding
functional areas in Oracle E-Business Suite, and information is returned for these
single structures. The exceptions in this case are the QA_Quality_Specifications and
INV_Category_All views that are designed to return information for multiple
structures.
A global view is generated for each category in the Item Categories key flexfield. The
view name will be in the I NV_Category_ format.
3 A global view is generated for each structure in the Personal Analysis key flexfield.
The view name will be in the HRG0_SI_Type_ format. These global
views return information on special information types (SITs) and will include columns
for individual and concatenated segment values. However, the global views will not
include join-to (Z$) columns for the key flexfield view for the Personal Analysis key
flexfield.
Chapter 2: Versions of Noetix Views 23

Columns in Key Flexfield Views
A key flexfield view has one column for each segment of each structure of the
corresponding key flexfield. The view returns one row for each code combination of
the key flexfield. Because a code combination belongs to only one key flexfield
structure, only the structure-specific columns in the row will return information, and
the other columns will return the null value.
If the key flexfield view returns segment values, the following will be returned:
• The primary key column for a code combination (Multiple columns will be
returned for a composite primary key.)
• Columns that provide segment values and whose names begin with the SV$
prefix
• A column that returns the concatenated segment values and whose name
begins with the CV$ prefix
• The Segment_Name_List column that concatenates the labels of the
segments that are relevant to a row
• The Structure_ID column that provides the identifier of the structure that is
relevant to the row
• The Structure_Name column that provides the label of the structure that is
relevant to the row
• A join-to column for the view
• The columns for qualifier segment values and whose names begin with the
QV$ prefix if the view is for the Accounting key flexfield
If the key flexfield view returns segment descriptions, in addition to the previously
listed columns, the following will be returned:
• A column that returns the concatenated segment descriptions and whose
name begins with the CD$ prefix
• Columns that provide segment descriptions and whose names begin with
the SD$ prefix
24 NoetixViews for Oracle E-Business Suite Administrator Guide

• The columns for qualifier segment descriptions and whose names begin
with the QD$ prefix if the view is for the Accounting key flexfield
• The Language column that indicates the language in which the descriptions
have been provided
• A join-to column for the corresponding key flexfield view that returns values
Key Flexfield Columns in Global Views
When a key flexfield has multiple structures, the global views will include the
following columns by default:
• A column that returns the primary key value that is relevant to a row and
whose name is in the $ format
• A column that returns the label of the structure that is relevant to the row
and whose name has the $Structure_Name suffix
• A column that returns the concatenated labels of the segments for the
structure and whose name has $Segment_Name_List suffix
• A column that returns the concatenated values of the segments for the
structure and whose name is in the $CV$ format
• Columns that return the values for the Balancing, Cost Center, and Natural
Account qualifier segments and whose names are in the $QV$ format if the key flexfield is the
Accounting key flexfield
• A join-to column for the key flexfield view that returns values (The column
name will be in the Z$$ format.)
Chapter 2: Versions of Noetix Views 25

Of the global views that return information for the Accounting key flexfield or
Territory key flexfield, some views contain a column that returns the concatenated
descriptions of the segments for the structure and whose name is in the $CD$format. These global views could also have
columns that return the descriptions for the Balancing, Cost Center, and Natural
Account qualifier segments and whose names are in the $QD$ format if the key flexfield is the Accounting key
flexfield. A join-to column may be provided if required for the key flexfield view that
returns descriptions.
The segment-specific columns for key flexfields with multiple structures can be
included in the global views through the use of a script before Stage 4 of the
generation. For information, see Update Scripts Before Generation in "Generation of
Views."
When the key flexfield has a single structure with multiple segments or a single
segment, the global view may return segment-specific columns, concatenated columns,
or both. The columns will be generated on the basis of what supports optimal use of
the view. Join-to columns are not provided for the corresponding key flexfield views.
26 NoetixViews for Oracle E-Business Suite Administrator Guide

Chapter 3
Installing
NoetixViews for
Oracle E-Business
Suite
This chapter provides preinstallation considerations and instructions for installing or
upgrading NoetixViews for Oracle E-Business Suite (NoetixViews).

Overview
This chapter provides information on the preinstallation considerations for the
software. It also guides users through the complete installation procedure of
NoetixViews for Oracle E-Business Suite (NoetixViews). Users who use Microsoft
Windows as the operating system at their site should refer to the procedure describing
installation of NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) for generating and maintaining Noetix views. Users having UNIX as
the operating system at their sites should refer to the procedure for loading the script
files on a computer running UNIX for generating and maintaining Noetix views.
The chapter also provides detailed procedures of upgrading the software on both the
operating systems.
Preinstallation Considerations
You must familiarize yourself with the preinstallation considerations before installing
NoetixViews for Oracle E-Business Suite (NoetixViews). This section contains
information about the tasks that must be completed before installing the product.
Review System Requirements
The system requirements for installing NoetixViews can be found in the release
documentation included with the product software and in
Answer 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 minimum
requirements for hard disk drive space, memory, operating systems, and application
versions.
28 NoetixViews for Oracle E-Business Suite Administrator Guide

Grant Administrative Privileges for
NoetixViews Administrator
You must have administrative privileges for each computer on which you plan to install
NoetixViews for Oracle E-Business Suite Administrator (NoetixViews Administrator).
To do this, add your user account to the Administrators group on each computer. If
you need assistance with this task, contact your system administrator.
Install the Software
The following sections describe the process of installing NoetixViews for Oracle E-
Business Suite (NoetixViews) in Microsoft Windows and UNIX environments.
Install the Software on Windows
The installation of NoetixViews on a Microsoft Windows-based computer consists of
installing NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) and the data (.dat) files. The NoetixViews Administrator uses the data
files for generation of views. This section contains instructions for installing all the
NoetixViews components on a Windows-based computer.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 29

To install NoetixViews:
1. Run the Setup.exe file. The NoetixViews installation startup screen appears.
2. On the startup screen, click NoetixViews. The Welcome to the NoetixViews
Setup wizard page appears.
3. On the Welcome to the NoetixViews Setup page, review the information
displayed, and click Next.
30 NoetixViews for Oracle E-Business Suite Administrator Guide

4. On the Software License Agreement page, click I Agree to accept the license
agreement.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 31

5. On the Installation Location page, click Next. By default, NoetixViews is
installed in :\Program Files\Noetix Corporation\NoetixViews.
To select a different folder, click Browse, select a folder, verify the destination
path, and then click Next.
32 NoetixViews for Oracle E-Business Suite Administrator Guide

6. On the Choose Start Menu Folder page, enter a Start menu folder name under
which you want to create the shortcuts for NoetixViews. By default, it is
NoetixViews. If you select a Start menu folder name from the list, the default
name is added to the end of the selection. If you do not want to create the
shortcuts for NoetixViews, select the Do not create shortcuts check box, and then
click Next.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 33

7. On the Installation Summary page, verify the installation settings, and click
Install.
34 NoetixViews for Oracle E-Business Suite Administrator Guide

8. On the Installation Complete page, click Next when the button becomes
available, which will be when the installation is complete. You can click Show
Details to view the actions performed by the installation wizard. On clicking
Show Details, the detailed information about the installation is displayed.
To copy the installation log at a point, you can right-click the information and
click Copy Details To Clipboard. You can then paste and save the installation log
in any text-editing program.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 35

9. On the next page, click Finish. The wizard exits.
NOTE: If any problems occur during the installation process, the details are logged in
the NVAdmMessages.log file created in the installation folder.
Load the Software on UNIX
For generation of Noetix views using scripts, the necessary script files have to be
transferred to the UNIX-based computer and consecutively, the files and directory
have to be prepared. You can transfer the files either using the Noetix Script Copy
Wizard or using a File Transfer Protocol (FTP) client. The instructions for transferring
the files using the Noetix Script Copy Wizard and an FTP client and preparing the
files and directory are given in the following sections.
Transfer Files Using Noetix Script Copy Wizard
If you have installed NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator) on a Windows-based computer, you can use the Noetix
Script Copy Wizard to transfer the necessary script files to the UNIX-based computer
on which you will perform the scripts-based generation. This wizard will transfer the
files using FTP.
36 NoetixViews for Oracle E-Business Suite Administrator Guide

To transfer scripts using the Noetix Script Copy Wizard:
1. Create a Noetix installation directory on the UNIX-based computer where you
want to generate the Noetix views. If you are generating Noetix views on multiple
databases, you must set up a separate directory for each database. Note these
directory locations for reference.
2. Click Start > All Programs > NoetixViews > Script Copy Wizard. The Noetix
Script Copy Wizard welcome page is displayed. Click Next to start the wizard.
NOTE: If you have not installed NoetixViews Administrator on a client computer, you
can access and run the Noetix Script Copy Wizard available with the product
software.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 37

3. Type a user name, password, and URL for the network location of the computer
to which you would like to transfer the scripts using FTP. Click Next.
4. Type the location of the directory that you created in step 1. Click Next.
38 NoetixViews for Oracle E-Business Suite Administrator Guide

5. Confirm the information that you have typed, and click Finish to transfer the
files.
6. After the files have been transferred, the Noetix Script Copy Wizard displays the
scripter.txt file. Skip to Prepare Files and Directory for Generation of Views
Using Scripts for the next step.
Transfer Files Using FTP Client
As an alternative to using the Noetix Script Copy Wizard, the scripts required for
generation can be transferred to the appropriate directory using whatever means
available to you. If you have not installed NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator), you can get the scripts you need from
NvAdm\Master\Unix in the folder where you have unzipped the product software.
NOTE: The script files are in text format, meaning that lines are ended with both a
carriage return and line feed, rather than just a line feed (as found in UNIX). Whatever
process you use to transfer the files, they must be converted to the format that suits the
environment you are running the scripts from. Most FTP servers and clients do this
conversion when you transfer such files in ASCII mode.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 39

To transfer scripts using an FTP client:
NOTE: The instructions below are based on the Windows FTP client, but should be
applicable to any FTP client.
1. On the UNIX-based computer from which you want to generate Noetix views,
create a Noetix installation directory. If you are generating Noetix views on
multiple databases, you must set up a separate directory for each database. Note
these directory locations for reference.
2. At the command prompt, change the present working directory to
NvAdm\Master\Unix.
3. Type FTP , and press ENTER (where server_name is the IP
address or name of the UNIX-based server).
4. Type the user name and password when prompted.
5. Change the present working directory to the installation directory on the UNIXbased
server.
6. Type ascii, and press ENTER. This puts you in the ASCII transfer mode.
7. Type put setup.sh, and press ENTER. This transfers the script files from
NvAdm\Master\Unix to the installation directory on the UNIX-based computer.
8. Type binary, and press ENTER. This puts you in binary transfer mode.
9. Type prompt, and press ENTER. This turns off the interactive mode so you are
not prompted to transfer every file.
10. Type mput *.Z, and press ENTER. This transfers the compressed .Z files from
NvAdm\Master\Unix to the installation directory on the UNIX-based computer.
11. When the transfer is finished, type bye, and press ENTER. This closes the FTP
client. For information about the next steps of the generation, see the following
section.
40 NoetixViews for Oracle E-Business Suite Administrator Guide

Prepare Files and Directory for Generation of
Views Using Scripts
After transferring the script files to the UNIX-based computer, you must prepare the
files and directory for generating Noetix views using these scripts.
To prepare files and directory for generation of views using scripts:
1. Log on to the UNIX-based computer, and go to the NoetixViews installation
directory.
2. Type . ./setup.sh and press ENTER. This command will decompress and
untar the scripts.Z, datfile*.Z, and custom.Z files. (The custom.Z file
is used for customer-specific configuration and may not be included for all
installations.) It also sets the execute permission on all *.sh, *.bat, @echo, and
@goto files.
3. Verify the following:
• The users performing the generation of the views have read, write, and execute
permissions to the directory.
• The *.sh, *.bat, @echo, and @goto files have execute permission.
4. If you have received custom scripts from Noetix Corporation that are not
contained in the custom.Z file, manually transfer these files through FTP to the
NoetixViews installation directory at this point.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 41

Upgrade the Software
NoetixViews for Oracle E-Business Suite (NoetixViews) should be upgraded if:
• You want to take advantage of new product features and improvements, including
new Noetix views and answers.
• You have purchased an additional NoetixViews module.
• An issue you have encountered in your environment is resolved in a more recent
version of NoetixViews.
• You are upgrading to a version of Oracle E-Business Suite that your current
NoetixViews version does not support.
• You are upgrading to a version of the Oracle Database that your current
NoetixViews version does not support.
• You would like to use NoetixViews in conjunction with other hardware or
software that your current NoetixViews version does not support.
Refer to the NoetixViews for Oracle E-Business Suite Release Notes for the system
requirements of the version that you are upgrading NoetixViews to. Ensure your
environment meets the system requirements of the new version of NoetixViews, as
these may have changed since your last generation. The release notes will also include
any known issues you should be aware of and an overview of changes made since the
previous product version. This may include metadata changes that will affect users’
reports.
Customers with a current Noetix support agreement are eligible to receive
NoetixViews upgrades. To request an upgrade, submit your request online at the
Noetix Technical Support Web site.
Should I regenerate, or should I upgrade?
?
• Have you received a new version of NoetixViews? An upgrade
installs a new version of NoetixViews.
• Has your Oracle environment changed or do you need to apply a
patch? A regeneration recreates your NoetixViews metadata after
changes have been made to your database or applications and is often
needed to apply patches from Noetix Corporation as well. For more
information about regeneration of Noetix views, see Regeneration of
Views.
42 NoetixViews for Oracle E-Business Suite Administrator Guide

Choose an Upgrade Method
NoetixViews can be upgraded on both Microsoft Windows and UNIX-based
computers. On a Windows-based computer, an upgrade can be performed using the
NoetixViews for Oracle E-Business Suite Administrator (NoetixViews Administrator).
On a UNIX-based server, you need to perform the upgrade using scripts. There is no
need to uninstall the existing version of NoetixViews before upgrading it to another
version.
Noetix recommends that you upgrade using the same method that you used during
installation.
Option 1: Upgrade the Software on
Windows
This section provides you information about upgrading NoetixViews on a computer
running Windows.
Upgrade NoetixViews Administrator
To upgrade NoetixViews, you must upgrade NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator).
To upgrade NoetixViews Administrator:
1. Follow steps 1 through 4 in “Installing the Software on Windows” to proceed with
the upgrade.
2. On the Installation Location page, click Next. The path to the folder in which
NoetixViews Administrator is presently installed is displayed. To select a different
folder, click Browse, select a folder, verify the destination path, and then click
Next.
NOTE: You can create a separate installation folder for upgrading NoetixViews
Administrator, but we recommend that you use the same folder you used during the
previous installation.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 43

If you select the same folder in which NoetixViews Administrator is presently
installed, a message appears asking you to confirm whether you want to overwrite
the existing folder.
3. Follow steps 6 through 9 in “Installing the Software on Windows” to complete the
upgrade.
NOTE: During installation, a folder is created by default as :\Program Files\Noetix Corporation\NoetixViews\Master\Custom to store the
custom script files for your site. While upgrading, NoetixViews creates a subfolder in
the Custom folder and moves the script files, if any, into the new folder. It also displays
a message to that effect. If any problems occur during the upgrade process, the details
are logged in the NVAdmMessages.log file created in the installation folder.
Additional Steps to Be Performed
After NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) has been upgraded, you need to regenerate the views to complete the
process. Perform the following steps for the regeneration.
To perform the additional steps:
1. Log on to NoetixViews Administrator as your existing Noetix System
Administration User account. For information, see Start NoetixViews
Administrator in “Generation of Views.”
2. Run the pre-update process by clicking Pre-Update Script on the Tools menu.
This script prepares your generation for an update of NoetixViews.
NOTE: The pre-update script needs to be run only at the beginning of the upgrade
process. If, for some reason, you need to run the generation stages multiple times to
successfully complete the upgrade, you do not need to run the script again.
You may receive an error message when running the pre-update process. If this happens,
follow the error message instructions to run the iappspkg.sql script before resuming the
pre-update process.
44 NoetixViews for Oracle E-Business Suite Administrator Guide

3. Complete Stages 2, 3, and 4 of the generation process. Ensure that you save the
previous settings for role prefixes and Noetix query users. For information about
the stages, see Option 1: Generate Using NoetixViews Administrator in
“Generation of Views.”
NOTE: Keep the following points in mind:
• If you have NoetixViews for Oracle Payroll installed, you need to upgrade Noetix
Payroll Data Mart before running through these generation stages. For more
information, see Upgrade Noetix Payroll Data Mart in “Module-Specific
Information.”
• During Stage 4 of the generation process, if you have purchased NoetixAnswers,
you will be prompted to run Noetix Answer Builder. You must answer Yes to this
prompt. You will also be prompted for whether you want to edit role prefixes.
Please note that if you change a role prefix, any reports written against Noetix
views within that role will break.
4. Optionally, run the listchng script. This creates a file showing differences between
your previous and new generations.
start listchng.sql
These changes will be contained in the listchng.lst file.
5. If you are using Noetix Platform, you need to regenerate Noetix answers by
running Noetix Answer Builder once again. After successfully running Noetix
Answer Builder, you must run Noetix Generator for Noetix Platform—Oracle E-
Business Suite Edition (Noetix Generator) to update your answers, as well as to
generate your query user data into NQS. For more information, see Regenerate
Noetix Answers in “Regeneration of Views.”
6. Regenerate the Noetix Help File so that it reflects your upgraded generation. For
information about generating and distributing the Noetix Help File, see Option
1: Regenerate Help Using NoetixViews Administrator in “Regeneration of
Views.”
7. If needs be, you also need to update the query tools. Refer to your query tool
documentation to see if the tools or their meta-layers need to be updated or
regenerated to access the latest NoetixViews metadata and security.
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 45

If you are using Noetix Generator for Oracle Discoverer (Noetix Generator) in
conjunction with Oracle Discoverer, you will need to extract views as described in
the Noetix Generator for Oracle Discoverer Administrator Guide to update your End
User Layer (EUL). Noetix recommends that you upgrade the Noetix Generator
when upgrading NoetixViews, if a new version is available.
Option 2: Upgrade Using Scripts
This section provides information about upgrading NoetixViews on a UNIX-based
server. Upgrading NoetixViews on a UNIX-based server comprises loading script files
in the installation directory where the script files for the previous installation were
loaded and performing some additional steps.
NOTE: You can create a separate installation directory for upgrading NoetixViews, but we
recommend that you use the same directory you created during the previous installation.
Load Script Files
The following procedure provides the details for loading the new script files for an
upgraded version of NoetixViews.
To load the script files:
1. Transfer the generation files from the folder where you have unzipped the
upgraded product software to the UNIX-based server. Use the Noetix Script Copy
Wizard or an FTP client to transfer the necessary files to the NoetixViews
installation directory that you had created while loading the files during the
previous installation. For information about transferring files, see Load the
Software on UNIX.
2. Using SQL*Plus, connect to the database as the existing Noetix System
Administration User:
connect /@
46 NoetixViews for Oracle E-Business Suite Administrator Guide

Additional Steps to Be Performed
After the new script files have been loaded, you need to regenerate the views to
complete the process. Perform the following steps for the regeneration.
To perform the additional steps:
1. Run the pre-update process by running preupd.sql. This script prepares your
generation for an update of NoetixViews.
start preupd.sql
NOTE: The pre-update script needs to be run only at the beginning of the upgrade
process. If for some reason you need to run the generation stages multiple times to
successfully complete the upgrade, you do not need to run the script again.
You may receive an error message when running the pre-update process. If this happens,
follow the error message instructions to run the iappspkg.sql script before resuming the
pre-update process.
2. Complete Stages 2, 3, and 4 of the generation process. For information about the
stages, see Option 2: Generate Using Scripts in “Generation of Views.”
NOTE: During Stage 4 of the generation process, if you have purchased
NoetixAnswers, you will be prompted to run Noetix Answer Builder. You must answer
Yes to this prompt. You will also be prompted for whether you want to edit role prefixes.
Please note that if you change a role prefix, any reports written against Noetix views
within that role will break.
3. Optionally, run the listchng script. This will create a file showing differences
between your previous and new generations.
start listchng.sql
These changes will be contained in the listchng.lst file.
4. If you are using Noetix Platform, you need to regenerate Noetix answers by
running Noetix Answer Builder once again. After successfully running Noetix
Answer Builder, you must run Noetix Generator for Noetix Platform—Oracle E-
Business Suite Edition (Noetix Generator) to update your answers, as well as to
generate your query user data into NQS.
For more information, see Regenerate Noetix Answers in “Regeneration of
Views.”
Chapter 3: Installing NoetixViews for Oracle E-Business Suite 47

5. Regenerate the Noetix Help File so that it reflects your upgraded generation. For
information about generating and publishing the Noetix Help File, see Option 2:
Regenerate Help Using Scripts in “Regeneration of Views.”
6. If needs be, you also need to update the query tools. Refer to your query tool
documentation to see if the tools or their meta-layers need to be updated or
regenerated to access the latest NoetixViews metadata and security.
If you are using Noetix Generator for Oracle Discoverer (Noetix Generator) in
conjunction with Oracle Discoverer, you will need to extract views as described in
the Noetix Generator for Oracle Discoverer Administrator Guide to update your
EUL. Noetix recommends that you upgrade the Noetix Generator when
upgrading NoetixViews, if a new version is available.
48 NoetixViews for Oracle E-Business Suite Administrator Guide

Chapter 4
Generation of
Views
This chapter describes the steps to generate Noetix views and explains the generation
concepts.

Pre-Generation Considerations
The scalability and open architecture of NoetixViews for Oracle E-Business Suite
(NoetixViews) provide flexibility in how you generate and use Noetix views within
your Oracle E-Business Suite environment. As a part of the installation of
NoetixViews, the data (.dat) files for the NoetixViews modules purchased by your
organization are installed. They are used by the NoetixViews for Oracle E-Business
Suite Administrator (NoetixViews Administrator) to generate the views. Because
components of the product are customized for your business environment, an
understanding of the basic generation concepts will help you to maximize the
effectiveness of NoetixViews within your organization.
We recommend that you familiarize yourself with the pre-generation considerations
available in this section before beginning the generation process. Each task involves
gathering and preparing information or making decisions.
This chapter will help you accomplish the following pre-generation tasks:
• Back up applications.
• Obtain account information.
• Determine SQL*Loader version.
• Create tablespace.
• Install Noetix Payroll Data Mart (when using NoetixViews for Oracle Payroll).
• Update scripts before generation.
• Decide on a user name and password for the Noetix System Administration User.
• Name role prefixes.
• Determine which Noetix help formats should be generated.
Back Up Oracle E-Business Suite
As a standard precaution, it is recommended that you back up your Oracle E-Business
Suite before generating Noetix views. It is also recommended that you generate Noetix
views into a non-production environment before rolling out to production.
50 NoetixViews for Oracle E-Business Suite Administrator Guide

Obtain Account Information
Prior to generation of Noetix views, you must obtain the following account
information:
• The user name and password of an Oracle database user with DBA privileges
(i.e., system): This account information is necessary to create the Noetix System
Administration User during the generation process.
• The user name and password of an Oracle E-Business Suite APPS or AOL
(APPLSYS) user: This information is necessary to grant limited AOL access
privileges to the Noetix System Administration User during Stage 2 of the Noetix
views generation process. You will have to provide the same password during Stage
4, so that the generation process can access the database tables belonging to each
of the Oracle E-Business Suite modules detected.
Determine Oracle Tools Versions
Oracle tools comprise SQL*Plus, SQL*Net, and SQL*Loader. SQL*Plus is required to
run the scripts while generating Noetix views, and SQL*Net is required by SQL*Plus
to connect to the database. SQL*Loader is required during Stage 4 of Noetix views
generation. The versions of the Oracle tools that are compatible with NoetixViews are
listed in the system requirements.
The versions of these tools have to be compatible with the version of Oracle Home
that you are running. A mismatch between the Oracle tools and Oracle Home versions
has been known to generate errors in Noetix views generation. Before generating the
views, confirm that the versions of the tools installed in the current Oracle Home is
correct for your generation.
NOTE: Noetix recommends that the Oracle tools and database be of the same version so
that compatibility-related issues are avoided.
Chapter 4: Generation of Views 51

To check your SQL*Plus, SQL*Loader versions:
1. Start NoetixViews Administrator. To do this, click Start > All Programs >
NoetixViews > NoetixViews Administrator. The welcome dialog box is displayed
and prompts you to create an account or connect to an existing account.
2. Type the system administration user name, password, and TNS name to connect
to an existing account.
NOTE: The SQL*Plus and SQL*Loader versions can be viewed only after a system
administration user account has been set up.
3. In NoetixViews Administrator, on the Help menu, click About. You can see the
versions of Oracle Database, SQL*Loader, and SQL*Plus. You can also see the
path to Oracle Home.
4. You can use the Override Oracle Tool Detection tool in the NoetixViews
Administrator to change the SQL*Plus and SQL*Loader versions detected. For
more information about the Override Oracle Tool Detection tool, see Override
Oracle Tool Detection in “Maintenance.”
Create Tablespace
The database tablespace size you will need depends on your Oracle E-Business Suite
environment and the number of NoetixViews modules to be generated. This
tablespace amount is usually between 50 MB and 150 MB, but some generations may
require up to 1 GB or more. The amount of tablespace required depends on the
particular environment and configuration, including how many ledgers, operating
units, inventory organizations, and modules you have. Estimate your tablespace
generously for planning purposes and monitor it during the generation. The tablespace
can be increased during generation with no adverse effects.
When creating your tablespace, we recommend that you use the locally managed
tablespace option, available in Oracle Database versions 8i and later.
52 NoetixViews for Oracle E-Business Suite Administrator Guide

Install Data Mart (When Using
NoetixViews for Oracle Payroll)
The NoetixViews for Oracle Payroll module includes the Noetix Payroll Data Mart,
which computes and saves balances for every assignment per payroll run. When the
Payroll module is purchased, a directory as Datamart/Payroll is included with the
product software, containing all the scripts you will need in order to install the data
mart. The data mart must be installed before Noetix views are generated.
For more information about NoetixViews for Oracle Payroll, see NoetixViews for
Oracle Payroll in “Module-Specific Information.”
Chapter 4: Generation of Views 53

Update Scripts Before Generation
Before you generate Noetix views, you may need to customize hook scripts based on
your requirement:
To Generate Individual Key Flexfield Segment
Columns in Global Views
By default, individual segment columns are excluded from global views that use key
flexfields with multiple structures. The views contain Z$ columns that allow users to
join to the key flexfield views and incorporate the individual segment columns to the
reports. However, if you want to generate the individual segment columns into the
global views, you can do so by updating wnoetx_gseg_flex_kff_cols.sql
before Stage 4 of the views generation process.
To incorporate individual segment columns into the global views:
1. Open wnoetx_gseg_flex_kff_cols.sql using a text editor. On a
Windows-based computer, the default path to the file is :\Program Files\Noetix
Corporation\NoetixViews\Installs\.
2. Include the following statement:
UPDATE n_f_kff_flexfields
SET kff_cols_in_global_view_flag = 'Y'
WHERE ID_FLEX_APPLICATION_ID =
AND ID_FLEX_CODE = “”;
3. Save the changes, and then close the file.
You can refer to wnoetx_gseg_flex_kff_cols.sql for the application IDs and
flex codes of the key flexfields with multiple structures.
54 NoetixViews for Oracle E-Business Suite Administrator Guide

NoetixViews for Oracle Payroll
If you have purchased NoetixViews for Oracle Payroll, columns are automatically
added to the PAY_US_Payroll_Register view (introduced in NoetixViews 5.8.7) for
each of the earnings and deduction balance types used in a specified time period. These
columns return balances pertaining to regular earnings (with the "RE" label prefix),
supplemental earnings (with the "SE" label prefix), imputed earnings (with the "IE"
label prefix), alien or expatriate earnings (with the "AE" label prefix), non-payroll
payments (with the "NP" label prefix), pre-tax deductions (with the "PD" label prefix),
tax deductions (with the "TD" label prefix), voluntary deductions (with the "VD"
label prefix), involuntary deductions (with the "ID" label prefix), employer benefit
liabilities (with the "BL" label prefix), and employer tax liabilities (with the "TL" label
prefix).
The time period for which these columns are generated can be adjusted through the
use of the PAY_NUMBER_OF_MONTHS parameter in the wnoetxu4.sql file. The
period calculation always includes the months of the current calendar year, plus an
adjustable range of additional months (the default is 36).
For example, if you run Stage 4 in November 2009 and do not change the default
number of additional months, NoetixViews will consider the previous 47 months-11
for the current year, plus the additional 36 months-for a time period from January
2006 through November 2009. The PAY_US_Payroll_Register view will have one
column for each earnings and deduction balance type used during these 47 months.
These balance columns in PAY_US_Payroll_Register retrieve their data from the
Noetix Payroll Data Mart. To assure that each column returns a value for the payroll
periods where the corresponding earnings or deduction balance type is used, you must
specify a time period that has as its beginning the month that matches the oldest
payroll period in the data mart.
If PAY_US_Payroll_Register has already been generated and a new earnings or
deduction balance type is used, the view must be regenerated for the corresponding
new column to become available.
If the last time the view was regenerated was in a previous calendar year and you want
the same beginning month for the time period, be sure to increase the value of the
PAY_NUMBER_OF_MONTHS parameter in increments of 12 for each year since the last
regeneration.
Chapter 4: Generation of Views 55

In the standard version of this view, the additional columns will be restricted to those
earnings and deduction balance types used over the given time period within the single
business group of the view. The global version of the view, however, will include all
earnings and deduction balance types from all business groups over the time period.
To modify the PAY_NUMBER_OF_MONTHS parameter:
1. Open wnoetxu4.sql using a text editor. On a Windows-based computer, the
default path to the file is :\Program Files\Noetix
Corporation\NoetixViews\Installs\.
2. In the PAY/HR SECURITY block, add the following statement:
define PAY_NUMBER_OF_MONTHS=
3. Save the changes, and then close the file.
56 NoetixViews for Oracle E-Business Suite Administrator Guide

NoetixViews for Oracle Quality
NoetixViews for Oracle Quality includes two sets of views that are dynamically
generated on the basis of the collection plans and collection plan types set up at your
site: QA_Rslt_ and QA_Rslt_PType_.
To ensure that these views are correctly generated, you need to modify the parameters
in the wnoetx_qa_plan_gen_options.sql file before running Stage 4 of the
generation process.
On a Windows-based computer, the script file is stored in :\Program
Files\Noetix Corporation\NoetixViews\Master\Scripts\scripts.cab. Copy the
script file to :\Program Files\Noetix
Corporation\NoetixViews\Master\Custom. Read the instructions in this file, modify
the parameters, and edit the file so that the code is not commented.
NOTE: The QA_Rslt_ view will not be generated under Cross Operations
Extension (XOP) roles.
Decide on Noetix System
Administration User Name
A user name and password must be decided for the Noetix System Administration
User. This database user (NOETIX_SYS by default) will have administrative privileges
and own the Noetix views. To maintain appropriate levels of security, the password
should not be similar to the user name.
If you are generating on more than one database instance, you can use the same Oracle
user name for the Noetix System Administration User in each instance. If you have
several installations of Oracle E-Business Suite within one instance, you must use
different names for each Noetix System Administration User.
Chapter 4: Generation of Views 57

Name Role Prefixes
All Noetix view names include both a prefix and a business name. The prefix identifies
the role a view is attached with. All views within a role have the same prefix. The prefix
created for each role must be unique, even if the business name is not. This guarantees
the uniqueness of every view name.
A role prefix provides a meaningful label for a view, helping to identify the ledger,
operating unit, or inventory organization related to the role and the view. The prefix
name can also identify the role and view as one belonging to NoetixViews in the
database.
During a generation, NoetixViews generates default role prefix names that are the
application label and a number (e.g., AP1). While you can use these default names,
these are not user-friendly and should be changed. You will be prompted to edit these
prefixes.
IMPORTANT: Role prefixes should not be changed after your initial generation. It is highly
recommended that you determine a naming convention for role prefixes and change them
during the initial generation.
Role Prefix Naming Conventions
To customize role prefixes during generation, you will need to determine a fivecharacter
naming convention for each Oracle E-Business Suite module, ledger,
operating unit, and manufacturing /inventory organization within your environment.
If you have purchased XOP views, determine how you will distinguish roles for XOP
views using role prefixes.
Prefixes are usually created using an abbreviation for the Oracle E-Business Suite
module for which the role was created and a meaningful label for each operational area
depending on the module. For example, if a role is granted access to a ledger for U.S.
operations in Oracle General Ledger, the prefix for this role becomes USGL.
Subsequently, all views accessible from this role will be labeled with a prefix of USGL.
58 NoetixViews for Oracle E-Business Suite Administrator Guide

NOTE: The role prefix should be created with the abbreviation for the ledger preceding the
abbreviation for the application (e.g., USGL instead of GLUS). This way, a wildcard
search performed on all objects beginning with the NoetixViews prefix segment US (US%)
will pull up objects related to your NoetixViews configuration, whereas a search performed
on all objects beginning with the NoetixViews prefix segment GL (GL%) will pull up all
objects related to General Ledger and prefixed with GL.
The prefix name can also identify the role and view as one belonging to NoetixViews
in the database. If you are aware of other similarly named objects existing in the
database, you may want to include the letter N in the prefix to distinguish Noetix
views and roles from Oracle’s views and roles residing in the database.
Guidelines for creating role prefixes:
• The first character must be an uppercase letter (A to Z).
• English letters (A to Z), numbers (0 to 9), and the underscore (_) can be used in
prefixes. However, the last character cannot be an underscore.
• Up to five characters may be used in a prefix for identification of modules, ledgers,
operating units, and inventory organizations.
• Special or multi-byte characters cannot be used in prefixes.
• The prefix for each database role listed on the role prefix dialog box must be
unique. Duplicate prefixes are not permitted.
• Prefixes cannot be left blank.
If the guidelines are not adhered to when prefixes are created, an error will occur.
If you have only one ledger, inventory organization, or business group, the default
prefix becomes the application label (e.g., GL_Chart_Of_Accounts). In this case, you
may want to associate the view with NoetixViews by adding the letter N (e.g., N_GL).
If you have any queries regarding role prefixes after the generation is complete, you can
look up the Noetix Help File to view the roles for your environment.
Choose Help Formats to Generate
The Noetix Help File helps you in searching information pertaining to a specific view
or column. It helps you to easily locate a NoetixViews topic (for example, role, view,
column or query construction) within the help file.
Chapter 4: Generation of Views 59

The Noetix Help File is available in three formats that can be generated during or after
generation. You can choose to generate any combination of the following formats:
• Microsoft WinHelp Format: The Noetix Help File for Microsoft Windows
contains all information available concerning your generation and includes search
capabilities. Users will find this help format similar to that found in many desktop
applications. This help format is appropriate for environments running Microsoft
Windows or Windows NT.
• HTML Help Format: NoetixViews generates a set of HTML files that can be
moved to a Web server and accessed through a Web browser. This help format is
appropriate for environments that use an intranet for access to Oracle E-Business
Suite data and internal networking.
• Query Tool Help Format: NoetixViews generates comments for each Noetix view
and column. Many query tools allow you to access these comments when you are
building a query. These views are also helpful while using a query tool that does
not directly support comments.
IMPORTANT: The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must generate Query Tool Help only after a successful
generation of Noetix views.
Choose a Generation Method
Depending on your preferences and the platform in which you are operating, you may
generate Noetix views using either the NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator) or SQL scripts.
Consider requirements such as the following when making your choice:
• How familiar are you with Noetix view generations? If you are generating Noetix
views for the first time, the wizard-based generation provides more information
about the prompts asked during the process and the effects of your choices.
• What environment or computer do you currently use for administrative tasks? If
you use Microsoft Windows or UNIX for other administrative tasks, you may
want to use a similar process for generating Noetix views.
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The following table lists additional considerations for each generation method:
Features
Comparing Generation Methods
NoetixViews
Administrator
Scripts
Runs on Windows?
Runs on UNIX/Linux?
Supports changing role
prefixes during generation?
Can automatically compile
Windows help file format?
Includes online help for each
dialog box/prompt?
For information about generation of views using NoetixViews Administrator, see
Option 1: Generate Using NoetixViews Administrator.
For information about generation of views using scripts, see Option 2: Generate Using
Scripts.
Chapter 4: Generation of Views 61

Option 1: Generate Using
NoetixViews Administrator
Noetix views can be generated from a client computer using the NoetixViews for
Oracle E-Business Suite Administrator (NoetixViews Administrator). This generation
method involves running NoetixViews Administrator on a Microsoft Windows-based
client computer and performing the generation using a series of wizards.
Before generating Noetix views you must complete the pre-generation tasks listed in
Pre-Generation Considerations.
NOTE: On a Windows-based computer, script-based generation of Noetix views is
available for only Stages 2 through 4. To do this, after Stage 1 is completed, click Tools >
Support > SQL*Plus Prompt or click on the toolbar to connect to the database through
SQL*Plus as the Noetix System Administration User and continue with the next stages. For
information about script-based generation, see Option 2: Generate Using Scripts.
The Noetix views generation comprises the following tasks:
1. Generation preparations: Complete the pre-generation tasks.
2. Generation phases: Perform the following steps for generating views:
a. Start NoetixViews Administrator.
b. Stage 1: Create Noetix System Administration User account.
c. Stage 2: Grant Noetix System Administration User limited privileges to the
Application Object Library (AOL) tables.
d. Stage 3: Set up the Noetix System Administration User.
e. Stage 4: Generate Noetix views.
f. Run Noetix Answer Builder (when using Noetix Platform).
g. Generate Noetix Help File.
h. Verify generation.
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3. Generation administration: Perform the following steps after the views, answers,
and Noetix Help File have been generated:
a. Publish Noetix Help File (optional).
b. Grant Noetix query users access to Noetix views.
c. Configure reporting tool or install Noetix Generator for Oracle Discoverer
(Noetix Generator).
Start NoetixViews Administrator
This section describes the steps required to start NoetixViews for Oracle E-Business
Suite Administrator (NoetixViews Administrator).
To start NoetixViews Administrator:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed. This dialog box displays two options:
a. Create a new Noetix System Administration User Account
b. Connect to an Existing Noetix System Administration User Account
Chapter 4: Generation of Views 63

To generate views for the first time, click Create a new Noetix System
Administration User Account, and Click OK.
NOTE: When you use NoetixViews Administrator after generation for maintenance
tasks, or to perform a regeneration or upgrade, you must click Connect to an Existing
Noetix System Administration User Account.
This connects you to NoetixViews Administrator. The application’s main window
will display behind the wizard pages and allow you to view any messages that the
wizard displays. It provides the tools necessary to administer Noetix views
generations and perform maintenance tasks. These tools include shortcuts to each
generation stage, connections to related applications, and utilities that perform
related generation tasks.
64 NoetixViews for Oracle E-Business Suite Administrator Guide

Stop and Resume a Generation
During generation, you may encounter an error or discover that you need to gather
additional information before continuing. In that case, you can stop the process and
resume it later.
To resume a generation:
• If you are logged on to NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator): On the Tools menu, click Installation Stages and
then select the required generation stage, or click the toolbar button numbered
with the generation stage you need to complete.
• If you are not logged on to NoetixViews Administrator: Log on to NoetixViews
Administrator as the Noetix System Administration User who began the
generation. If any generation stage was not completed previously, the software
detects which generation stage is incomplete and prompts you to restart that stage.
Again, you might complete a stage and exit NoetixViews Administrator before all
the stages were complete. In that case, when you log on again, you are prompted
to begin the next stage. Click Yes to connect to the wizard for generation.
When a generation is running, the script output is displayed on the NoetixViews
Administrator window. To copy the output at a point, right-click the information, and
click View In Notepad to view the output as a text file or Save As to save the output as
a text file that can be viewed later.
Chapter 4: Generation of Views 65

Stage 1: Create Noetix System
Administration User Account
To begin Stage 1 of the generation process:
1. If you choose to create a new Noetix System Administration User account, the
welcome page of Stage 1 wizard is displayed. The Stage 1 wizard performs all of
the tasks necessary to create a new Noetix System Administration User account.
This account owns all the tables and procedures used during the generation
process, and also the resulting views.
To connect to this wizard from the main window of NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator), click the button
labeled 1 on the toolbar.
Click Next.
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2. The next page prompts you to provide information about a database user with
DBA privileges. This information was collected in the pre-generation stage. On
the appropriate text areas, type the user name and password of a database user
with DBA privileges. Then, type the database name or use the list to identify the
database where the database user resides. Click Next.
Chapter 4: Generation of Views 67

3. The next page prompts you to type a user name and password for the Noetix
System Administration User account. Choose a meaningful name that identifies
the user account specifically for NoetixViews. The default user name is
NOETIX_SYS. Click Next.
NOTE: The user name can contain only the letters a to z and A to Z, digits 0 to 9,
underscore (_), number sign (#), and dollar sign ($); must start with a letter; and
cannot exceed 30 bytes. Diacritical marks and characters for Western European
languages can also be typed.
68 NoetixViews for Oracle E-Business Suite Administrator Guide

4. The next page allows you to permanently grant the SELECT ANY TABLE and/or
SELECT ANY DICTIONARY privileges to the Noetix System Administration
User account. These privileges are usually granted and allow the database user
access to a number of database tables or to delete unused synonyms for a user. To
grant these privileges (recommended), click Yes. To deny these privileges, click
No. Click Next to continue.
If you do not permanently grant these privileges, you will need to log on to the
database with the required privileges each time you delete a role or query user.
NOTE: The SELECT ANY DICTIONARY privilege is applicable only to Oracle
Server 9i and later.
Chapter 4: Generation of Views 69

5. The next page identifies the tablespace storage locations for the objects owned by
the Noetix System Administration User. For the default tablespace, select the
tablespace name chosen during the pre-generation steps from the list. Repeat the
same procedure for the temporary tablespace. Click Next to continue.
NOTE: The size next to the tablespace name indicates the amount of space available
in each tablespace but is not guaranteeing that enough space is available to complete
the generation. This is manually confirmed during the pre-generation steps. Temporary
tablespace is handled differently in Oracle 8i and later. Your temporary tablespace will
display as having 0 MB free, regardless of how much tablespace you actually have
available.
70 NoetixViews for Oracle E-Business Suite Administrator Guide

6. The next page allows you to choose a default path for the base installation
directory. To change the location of the default path for the base installation
directory, click the open folder icon located to the right of Base Directory. Using
the Browse for Folder dialog box, change the directory location. Click Next to
continue.
7. If you want to go to Stage 2 of the generation process after Stage 1 is completed,
select Yes. Click Finish. A confirmation message is displayed when Stage 1 is
successfully completed.
Chapter 4: Generation of Views 71

Stage 2: Grant Limited Privileges to
AOL Data
To begin Stage 2 of the generation process:
1. If you chose to continue after Stage 1, Stage 2 wizard starts automatically. This
wizard performs the steps to grant the Noetix System Administration User access
to the Application Object Library (AOL) tables.
To connect to this wizard from the main window of NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator), click the button
labeled 2 on the toolbar.
Click Next to continue.
72 NoetixViews for Oracle E-Business Suite Administrator Guide

2. The next page prompts you for logon information for the Oracle E-Business Suite
APPS user to grant access to the necessary AOL objects. This password should
have been gathered during the pre-generation tasks. Type the user name and
password of the APPS user. The database where this user is defined will be on the
TNS Name box by default. Click Next to continue.
NOTE: An Oracle E-Business Suite AOL (APPLSYS) user account can be entered
instead if you have run Stage 2 of the generation process using APPLSYS in the past.
Chapter 4: Generation of Views 73

3. If you want to go to the next step of the generation process after Stage 2 is
completed, select Yes. Click Finish. A confirmation message is displayed when
Stage 2 is successfully completed.
74 NoetixViews for Oracle E-Business Suite Administrator Guide

Stage 3: Set Up Noetix System
Administration User Account
To begin Stage 3 of the generation process:
1. If you chose to continue after Stage 2, Stage 3 wizard starts automatically. Stage 3
of the generation process creates synonyms for the Noetix System Administration
User to set up the account with the necessary tables and views.
To connect to this wizard from the main window of NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator), click the button
labeled 3 on the toolbar.
Click Next to continue.
Chapter 4: Generation of Views 75

2. The next page prompts for a confirmation of the user name of the Oracle E-
Business Suite APPS or APPLSYS user that was provided in Stage 2 of the
generation process. A default name will be displayed and should be accurate.
Click Next to continue.
If the default name is incorrect, exit the wizard, and confirm that you are running
Stage 3 of the generation process for the correct Noetix System Administration
User account.
76 NoetixViews for Oracle E-Business Suite Administrator Guide

3. On the next page, select Yes. Click Finish. A confirmation message is displayed
when Stage 3 is successfully completed.
Chapter 4: Generation of Views 77

Stage 4: Generate Views
To begin Stage 4 of the generation process:
1. If you chose to continue after Stage 3, Stage 4 wizard starts automatically. Stage 4
of the generation process generates views, answers, and the Noetix Help File.
To connect to this wizard from the main window of NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator), click the button
labeled 4 on the toolbar.
Click Next to continue.
78 NoetixViews for Oracle E-Business Suite Administrator Guide

2. If you are generating Noetix views for Oracle E-Business Suite 11.0 or later, the
Translation Language page is displayed, prompting for the translation language.
If the default language is incorrect, select the translation language you will be
using in your implementation of NoetixViews from the list. Click Next to
continue.
NOTE: If some query users require a different translation language than the one
chosen here, you can set this on a per-user basis after generation. For more information,
see steps 5 and 10 in “Create Noetix Query Users Using GUI” in “Noetix Query User
Management.”
Chapter 4: Generation of Views 79

3. (Optional) If you have purchased Noetix Platform, the next page is displayed for
the generation of NoetixAnswers. Select the Answer Builder check box to run
Noetix Answer Builder.
On the same page, choose whether to review any warnings that may be generated
during the generation process. Selecting the Continue if warnings detected check
box allows you to continue through generation regardless of warnings. However, if
there are any errors in Stage 4 of the generation, the Noetix Answer Builder
Wizard will not run. If you clear the Continue if warnings detected check box, it
will allow you to review any warnings as they are generated before deciding to
continue.
For more information, see Run Noetix Answer Builder (When Using Noetix
Platform).
Click Next to continue.
80 NoetixViews for Oracle E-Business Suite Administrator Guide

4. The next page prompts you to select the format in which the Noetix Help File is
to be generated. Select the check box next to the corresponding help format. Click
Next to continue.
IMPORTANT: The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must generate Query Tool Help only after a successful
generation of Noetix views.
If you want to manually generate the help files after generation, clear the help
format check boxes, and click Next. For information about manually generating
the help files, see Generate Noetix Help File.
NOTE: If any errors are detected in Stage 4 of the Noetix views generation, the Noetix
Help File will not be generated. As a workaround, after completing Stage 4, you must
first run the ifix4sts.sql script to override Stage 4 errors and then manually generate
the Noetix Help File. The ifix4sts.sql script is located in your NOETIX_SYS user
directory (by default, :\Program Files\Noetix
Corporation\NoetixViews\Installs\).
Chapter 4: Generation of Views 81

5. Click Finish to start generating Noetix views.
After this page, Stage 4 of the generation process starts. At certain points while
processing (which may take awhile), the pages in the following sections appear. Stage 4
is not completed, until a message stating that the stage is complete is displayed.
As Stage 4 of the generation process runs, output messages appear in the NoetixViews
Administrator window, behind the dialog boxes prompting you for additional
information. You may create a copy of the messages appearing on the text area at any
time. Select the required text, and, on the shortcut menu, click Copy to copy the
selected text to a text file. Alternatively, click on the text area, and, on the shortcut
menu, click Save as to convert the text to a text file.
82 NoetixViews for Oracle E-Business Suite Administrator Guide

Get Passwords
During Stage 4 of the generation process, NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator) will need access to the database tables
belonging to each of the Oracle E-Business Suite modules detected. You will be
prompted for the Oracle E-Business Suite APPS user password to ensure that the
generation can access all the necessary tables. If you are generating views for Oracle
Payroll, you will also be prompted for the password of the Noetix Payroll Data Mart
database user (XXEIS user).
The Get Passwords wizard is displayed requesting the necessary passwords. You should
have gathered these passwords during the pre-generation steps outlined earlier in this
administrator guide.
NOTE: If you are regenerating views using the same *.dat files as in previous generations,
the wizard may not need to prompt you for this information.
Chapter 4: Generation of Views 83

To grant NoetixViews Administrator access to the Applications tables:
1. When the Get Passwords wizard starts, a set of windows is displayed, prompting
you for the necessary passwords. For each window, type the password for the
indicated user, and then click Finish.
After the password for each user is entered and validated, the wizard will close and
the generation will continue.
NOTE: If you click Cancel, Stage 4 of the generation process stops. You must restart
Stage 4 to complete the generation process.
84 NoetixViews for Oracle E-Business Suite Administrator Guide

Generate XOP Views (Optional)
If you have purchased XOP views, the NoetixViews Cross Operations Extensions
Configuration Wizard will be displayed prompting you to generate the XOP views.
To generate XOP views:
• Select the Create cross operations extension views check box, and click Finish.
NOTE: If you click Cancel, Stage 4 of the generation process stops. You must restart
Stage 4 to complete the generation process.
For more information about the XOP views, see XOP Views in “Versions of Noetix
Views.”
Chapter 4: Generation of Views 85

Generate Inventory Roles
(Optional)
If you are generating views for the Oracle Inventory module and have more than one
inventory organization, the NoetixViews Inventory Role Configuration Wizard
appears, prompting you to choose your configuration options. This gives you the
option to generate a set of views specific to each inventory organization (organizationspecific
inventory) and/or a set of views that can access information from all inventory
organizations (global inventory).
If you choose to generate inventory organization-specific roles, a single role and a set of
views are generated for each inventory organization. While querying these views, the
organization is hard-coded into the views.
If you choose to generate a global inventory organization role, a single set of views that
span all inventory organizations is generated. While querying these views, data across
all inventory organizations can be viewed using that single role. Creating a global
inventory role saves space, because only a single set of views is generated no matter how
many inventory organizations you have. A disadvantage of using the global inventory
organization views is that your queries and reports always span organizations unless
you specify an organization name in your query. This may affect performance.
While generating views for the Inventory module, you may generate either or both
inventory organization-specific roles and global inventory organization roles. If you
select none, you can still proceed with the generation of the Inventory views, but you
cannot use them in future.
If you have multiple item structures in your Oracle Inventory setup (due to multiple
item master organizations) and do not want to mix these structures together in a single
view, then generate XOP views instead of the global inventory organization role. For
more information, see XOP Views in “Versions of Noetix Views.”
86 NoetixViews for Oracle E-Business Suite Administrator Guide

To generate Inventory roles:
1. If you are generating the Inventory views, the next page gives you the option of
generating separate inventory organization roles. To generate separate inventory
organization roles, select the Create separate roles for each inventory
organization check box. Clear the check box if you do not want to create these
roles. Click Next to continue.
Chapter 4: Generation of Views 87

2. The next page gives you the option of creating a global inventory organization role
that queries information across all inventory organizations. To create a role that
can view information across inventory organizations, select the Create global
inventory organization role? check box. To choose not to create this role, leave
this check box blank. Click Next to continue.
3. To proceed with the generation of Noetix views, click Finish.
NOTE: If you click Cancel on any of the wizard pages, Stage 4 of the generation
process stops. You must restart Stage 4 to complete the generation process.
88 NoetixViews for Oracle E-Business Suite Administrator Guide

Activate Multi-Currency Columns
for Projects Views (Optional)
During Stage 4 of the generation process, the NoetixViews Projects Multi-Currency
Columns Configuration wizard is displayed. For information about the conditions that
must be met for the wizard to be displayed, see Multi-Currency Activation in
NoetixViews for Oracle Projects in “Module-Specific Information.”
To activate the multi-currency columns:
1. Select the Add Projects Multi-currency Columns to views check box, and click
Finish.
NOTE: If you click Cancel, Stage 4 of the generation process stops. You must restart
Stage 4 to complete the generation process.
Chapter 4: Generation of Views 89

Edit Role Prefixes
During Stage 4 of the generation process, the Edit Role Prefix dialog box is displayed.
It lists the default role prefixes that you can modify to customize each Noetix role. For
information, see Role Prefix Naming Conventions.
NOTE: You may accept the default role prefixes, but it is recommended that you choose
prefixes that are more intuitive for users. Also, it is recommended that you use separate
names for the role prefixes and Oracle tables to avoid confusion.
The following columns are available on the Edit Role Prefix dialog box:
• Prefix: The default prefix for each role.
• Context: The level in the organization hierarchy at which the views accessible to
the role are partitioned.
• Application Name: The name of the module that the role pertains to.
• Ledger: The name of the ledger. If XOP views have been generated, the value in
the Ledger column is prefixed with “Cross Ledger.” For XOP views, the value of
this column is made up of the chart of accounts name and the Accounting
Flexfield values. For example, if the chart of accounts name is OPM Accounting
and the Accounting Flexfield contains OPM US, the value in the Ledger column
would be “Cross Ledger (COA: OPM Accounting Flex: OPM US).”
90 NoetixViews for Oracle E-Business Suite Administrator Guide

• Operating Unit: The name of the operating unit. If XOP views have been
generated, the value in the Operating Unit column is prefixed with “Cross
Operating Unit.” For XOP views, the value of this column is made up of the chart
of accounts name and the Accounting Flexfield values. For example, if the chart of
accounts name is India and the Accounting Flexfield contains Vision India
Hyderabad|Vision India Mumbai, the value in the Operating Unit column would
be “Cross Operating Unit (COA: India Accounting Flex: Vision India
Hyderabad|Vision India Mumbai).”
• INV/MFG Organization: The name of the inventory or manufacturing
organization. If XOP views have been generated, the value in the INV/MFG
Organization column is prefixed with “INV/MFG Organization.” For XOP
views, the value of this column is made up of the chart of accounts name and the
Accounting Flexfield values. For example, if the chart of accounts name is India
and the Accounting Flexfield contains IN1-Hyderabad|Vision Operations, the
value in the Operating Unit column would be “Cross Operating Unit (COA:
India Accounting Flex: IN1-Hyderabad|Vision Operations).”
• Business Group: The name of the business group.
• Process Organization: The name of the organization in Oracle Process
Manufacturing.
To change a role prefix:
1. Select the required Noetix role from the Edit Role Prefix dialog box.
2. Press F2 or double-click the role prefix to modify it. Repeat this step for each
prefix listed. After all the prefixes have been changed, click OK to continue. A
message appears before continuing with the generation. Click Yes to continue.
IMPORTANT: If you click Cancel on the Edit Role Prefix dialog box, Stage 4 of the
generation process stops. You must restart Stage 4 to complete the generation process.
3. Confirm that you have finished editing your role prefixes by clicking Yes. You may
return to the previous page by clicking No.
NOTE: If any of the generated roles are in conflict with other roles or users in the
database, they are listed in the tmpcrole.lst file created in the NOETIX_SYS user
directory.
A confirmation message is displayed when Stage 4 is successfully completed. Continue
to the next section to check for errors.
Chapter 4: Generation of Views 91

Verify Generation
The following instructions can be used after any generation stage or after all stages have
been completed to verify the status of a Noetix views generation. Verification involves
checking generation progress, then running a process to check for any errors that may
have occurred during the generation.
To verify the Noetix views generation:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. On the NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) main window, click on the toolbar. The Noetix Installation
Status dialog box is displayed. Click the NoetixViews Installation Status tab to
view the status of each generation stage.
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3. On the Tools menu, click Support > Find Script Errors. An output of all files
containing errors will be displayed on the text area of the NoetixViews
Administrator window. This command will also create an error log called
finderr.lst in your NOETIX_SYS user directory. Each time you run this
command, this log will be overwritten.
Contact Noetix Technical Support if any errors are found.
NOTE: The Noetix Installation Status dialog box may indicate Stage 2 as completed,
but may not specify the completion time and date, as specified for the other completed
generation stages. This occurs after performing a scripts-based generation. Be assured
that Stage 2 of the generation process is successful if the status is displayed as completed,
regardless of whether the time and date are specified.
Generate Noetix Help File
The Noetix Help File can be generated during Stage 4 of the generation process or
manually at any time after generating Noetix views using the following instructions.
NOTE: If any errors are detected in Stage 4 of the Noetix views generation, you cannot
generate the Noetix Help File. However, if you intend to override Stage 4 generation errors
and generate the Noetix Help File, you must first run the ifix4sts.sql script and then
manually generate the Noetix Help File. The ifix4sts.sql script is located in your
NOETIX_SYS user directory (by default, :\Program Files\Noetix
Corporation\NoetixViews\Installs\).
The Noetix Help File is available in three formats. For information about determining
which help formats will be most beneficial for your enterprise, see Pre-Generation
Considerations.
To generate Noetix Help File:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. On the Tools menu, click Generate Online Help and click the help format you
want to generate. To generate all available formats at once, click Help Generation
Wizard.
Chapter 4: Generation of Views 93

3. NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) will perform the processes necessary to generate the Noetix Help
File in the specified format.
The Query Tool Help, if generated, will automatically be available to those with the
applicable tools.
Additional steps are needed to allow users to access the Microsoft WinHelp and
HTML formats, if generated. The following instructions explain how to locate these
help files and publish them to users.
Microsoft WinHelp Format
After the Noetix Help File is generated in the Microsoft WinHelp format, the
noetix.hlp file is located in
\\MsHelp, where
is the location where you installed NoetixViews for Oracle
E-Business Suite Administrator (NoetixViews Administrator) and
is the folder created in the name of the Noetix System
Administration User (usually NOETIX_SYS) + _ + the TNS Name of the database
instance on which the user resides. For example: C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\MsHelp
The noetix.hlp file should be moved to a shared server drive, and a shortcut to the
file must be created on the desktop of each Noetix query user’s computer.
94 NoetixViews for Oracle E-Business Suite Administrator Guide

HTML Help Format
After the Noetix Help File is generated in the HTML Help format, the HTML files are
located in \\htmlhelp\help, where
BASE_INSTALL_DIR is the location where you installed NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator) and ACCOUNT_TNS is
the name of the Noetix System Administration User (usually NOETIX_SYS) + _ + the
TNS Name of the database instance on which the user resides. For example,
C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\htmlhelp
Point your browser to noetix.htm within this directory to view the HTML Help.
These HTML files will need to be published on a Web server and users must be
notified of this location.
Query Tool Help Format
After the Noetix Help File is generated in the Query Tool Help format, the following
views are generated in the schema:
• Help_Noetix_Views: For a description of each view
• Help_Noetix_Columns: For a description of all the columns in a view
You can retrieve help information for the Noetix views with your query tool. This help
format can be obtained in two ways. The first uses a built-in feature of the query tool
while the other method involves querying a help view. This process works well
especially with query tools that allow you to see two queries at a time.
Chapter 4: Generation of Views 95

Option 2: Generate Using
Scripts
The scripts-based generation involves generating Noetix views by running scripts from
SQL*Plus and provides a straightforward means of providing information and making
generation decisions. A scripts-based generation may be preferable for large generations
or certain Microsoft Windows environments. For information about determining the
best generation method for your specific needs, see Choose a Generation Method.
Prior to performing a scripts-based generation, you may have to install NoetixViews
for Oracle E-Business Suite Administrator (NoetixViews Administrator). For
information about installing NoetixViews Administrator, see Install the Software on
Windows in “Installing NoetixViews for Oracle E-Business Suite.”
NOTE: On a Windows-based computer, script-based generation of Noetix views is
available for only Stages 2 through 4. To do this, after Stage 1 is completed, click Tools >
Support > SQL*Plus Prompt or click on the toolbar to connect to the database through
SQL*Plus as the Noetix System Administration User and continue with the next stages.
The Noetix views generation comprises the following tasks:
1. Generation preparations: Complete the following tasks before generation:
a. Complete the pre-generation tasks.
b. Install NoetixViews Administrator on a Windows-based computer
(optional).
2. Generation phases: Perform the following steps for generating views:
a. Stage 1: Create Noetix System Administration User account.
b. Stage 2: Grant Noetix System Administration User limited privileges to the
Application Object Library (AOL) tables.
c. Stage 3: Set up the Noetix System Administration User.
d. Stage 4: Generate Noetix views.
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e. Run Noetix Answer Builder (when using Noetix Platform).
f. Generate Noetix Help File.
g. Verify generation.
3. Generation administration: Perform the following steps after the views, answers,
and Noetix Help File have been generated:
a. Publish Noetix Help File (optional).
b. Grant Noetix query users the access to Noetix views.
c. Configure reporting tool or install Noetix Generator for Oracle Discoverer
(Noetix Generator).
Stage 1: Create Noetix System
Administration User Account
To begin Stage 1 of the generation process:
1. Change the present working directory to the server directory containing the
generation scripts of NoetixViews.
2. Using SQL*Plus, connect to the database as a database user with DBA privileges.
Provide the user details in the following format:
/@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
3. Run the generation script for Stage 1, install1.sql, as follows:
start install1.sql
Chapter 4: Generation of Views 97

4. Answer the following prompts:
• Please enter the Oracle User Name for the NoetixViews SysAdmin User.
NOTE: The user name can contain only the letters a to z and A to Z, digits 0 to
9, underscore (_), number sign (#), and dollar sign ($); must start with a letter;
and cannot exceed 30 bytes. Diacritical marks and characters for Western
European languages can also be typed.
• Please enter the Oracle User Password for the NoetixViews SysAdmin User.
NOTE: You will be prompted to re-enter the password for verification.
• Please enter the Database Connect String for the Database.
• Please enter the Default Tablespace to create NoetixViews Objects in.
• Please enter the Temporary Tablespace to assign the NoetixViews SysAdmin
Acct.
• For full functionality of the Query User Maintenance facility, you must
permanently grant the SELECT ANY TABLE and SELECT ANY
DICTIONARY (Oracle 9i and later) privileges to the Noetix System
Administration User account.
These privileges allow the Noetix Administrator to efficiently maintain
synonyms created for query users. Removing Noetix role access from certain
query user types will not be allowed if these privileges are not granted.
You can grant these privileges each time you run the Query User
Maintenance wizard (for role deletions) and then automatically revoke the
privileges when the process is completed. This option requires a DBA
Account user name/password each time you need to delete a role or query
user. Some of the steps in Stage 4 of the generation processes run faster if
these privileges are granted.
• Grant these privileges to the Noetix Administrator User?
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5. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and run Stage 1 of the
generation process again. If the information is correct, press any key to continue.
6. If you want to run Stage 2 later, exit SQL * Plus. To do this, at the SQL prompt,
type exit, and then press ENTER. If you want to run Stage 2 immediately after
this stage, see the next section.
Stage 2: Grant Limited Privileges to
AOL Data
To begin Stage 2 of the generation process:
1. Using SQL*Plus, connect to the database as the Oracle E-Business Suite APPS
user. To do this, at the SQL prompt, type the following command:
connect /@
2. Run the generation script for Stage 2, install2.sql, as follows:
start install2.sql
3. Answer the following prompt:
• Please enter the Oracle User Name for the NoetixViews SysAdmin User.
4. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start Stage 2 of the
generation process again. If the information is correct, press any key to continue.
5. If you want to run Stage 3 later, exit SQL * Plus. To do this, at the SQL prompt,
type exit, and then press ENTER. If you want to run Stage 3 immediately after
this stage, see the next section.
Chapter 4: Generation of Views 99

Stage 3: Set Up Noetix System
Administration User Account
To begin Stage 3 of the generation process:
1. Using SQL*Plus, connect to the database as the Noetix System Administration
User. To do this, at the SQL prompt, type the following command:
connect /@
2. Run the generation script for Stage 3, install3.sql, as follows:
start install3.sql
3. Answer the following prompt:
• Please enter the Oracle user name for the APPS or AOL User.
NOTE: Enter the logon information for the Oracle E-Business Suite APPS user.
An Oracle E-Business Suite AOL (APPLSYS) user account can be entered
instead if you have run Stage 2 of the generation process using APPLSYS in the
past.
4. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and run Stage 3 of the
generation process again. If the information is correct, press any key to continue.
5. If you want to run Stage 4 later, exit SQL * Plus. To do this, at the SQL prompt,
type exit, and then press ENTER. If you want to run Stage 4 immediately after
this stage, see the next section.
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Stage 4: Generate Views
To begin Stage 4 of the generation process:
1. Ensure that you are connected to the database as the Noetix System
Administration User.
2. Run the generation script for Stage 4, install4.sql, as follows:
start install4.sql
3. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and then press ENTER.
• Please enter the Oracle User Name for the Noetix System Administration
User.
NOTE: Use the same user name you used when starting SQL*Plus.
• Please enter the Oracle User Password for the Noetix System Administration
User.
• Please enter the Database Connect String for the Database.
• Please enter the Default Tablespace to create Noetix objects in.
• Please enter the Oracle Apps Translation Language.
NOTE: This will only be prompted for Oracle E-Business Suite 11.0 and later
generations.
• Pause to edit the Noetix role prefix file (tupdprfx.sql)?
NOTE: Do you want the generation process to pause so that you can edit the role
prefixes your Noetix views will be created with? Answer Yes to this prompt;
otherwise your Noetix views will be created with default role prefixes like AP12,
which will not be meaningful to end users.
If you answer Yes, the generation will pause after you have entered all prompts
and the generation has created the default file for you to edit. Instructions to edit
these prefixes are listed at that step in the generation.
Chapter 4: Generation of Views 101

• Run Answer Builder? (Answer Y for Yes or N for No)
NOTE: This prompt is displayed if you have purchased NoetixAnswers. You
must answer Yes to create metadata for prebuilt reports specific to your Oracle
configuration. After the metadata is created successfully, run Noetix Generator for
Noetix Platform—Oracle E-Business Suite Edition (Noetix Generator) to
generate metadata into NQS and NWQ.
• Continue to next stage on warnings? (Answer Y for Yes or N for No)
NOTE: Answering Yes allows you to continue through generation regardless of
warnings. Answering No allows you to review any warnings as they are generated
before deciding to continue.
• Generate Query Tool Help (Database comments)? (Answer Y for Yes or N
for No)
IMPORTANT: This step can also be performed after generation or through
NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator). The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must generate Query Tool Help only after a
successful generation of Noetix views.
• Generate Microsoft Help? (Answer Y for Yes or N for No)
NOTE: This step can also be performed after generation or through NoetixViews
Administrator.
• Generate Web (HTML) Help? (Answer Y for Yes or N for No)
NOTE: This step can also be performed after generation or through NoetixViews
Administrator.
If any errors are detected in Stage 4 of the Noetix views generation, the Noetix
Help File will not be generated. As a workaround, after completing Stage 4, you
must first run the ifix4sts.sql script to override Stage 4 errors and then manually
generate the Noetix Help File. The ifix4sts.sql script is located in the same
directory where the install4.sql script is present.
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4. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start this stage again. If
the information is correct, press any key to continue.
After all the values have been entered correctly, the Noetix views generation will
continue through the next steps.
After this step, Stage 4 of the generation process will begin. At certain points while
processing (which may take awhile), the prompts in the following sections will be
displayed. Stage 4 is not completed, until a message stating that the stage is complete is
displayed.
Get Passwords
During Stage 4, the process of views generation needs to access the database tables
belonging to each of the Oracle E-Business Suite modules detected. You will be
prompted for the Oracle E-Business Suite APPS user password to ensure that all the
necessary tables can be accessed. If you are generating views for Oracle Payroll, you will
also be prompted for the password of the Noetix Payroll Data Mart database user
(XXEIS user).
The generation will prompt you with the user names it needs passwords for. You
should have gathered these passwords during the pre-generation steps outlined earlier
in this administrator guide. Type the correct password for each user.
Generate XOP Views (Optional)
If you have purchased Cross Operations Extension (XOP) views, you will be presented
with the following instructions to generate the XOP views. If you select Yes,
NoetixViews will generate a set of views for each application/chart of accounts/item
master organization combination that can query data across organizations, operating
units, and ledgers.
Each XOP view can be used in place of the multiple single organization views, and can
be used to allow a single query to search for data in multiple organizations. The
disadvantage of XOP views, however, is that failing to specify the organization may
return misleading data in queries and when views are joined, and in some cases may
result in poor performance (slow queries).
For more information about the XOP views, see XOP Views in “Versions of Noetix
Views.”
Chapter 4: Generation of Views 103

To generate the XOP views:
1. Answer Y to the following prompt: Cross Operations Extension Views? (Answer Y
for Yes or N for No)
2. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start this stage again. If
the information is correct, press ENTER to continue the generation.
Generate Inventory Roles
(Optional)
You will be asked a series of questions if you are generating views for the Oracle
Inventory module and have more than one inventory organization. This generation
feature gives you the option to generate a set of views specific to each inventory
organization (organization-specific inventory) and/or a set of views that can access
information from all inventory organizations (global inventory).
If you choose to generate inventory organization-specific roles, a single role and a set of
views are generated for each inventory organization. While querying these views, the
organization is hard-coded into the views.
If you choose to generate a global inventory organization role, a single set of views are
generated spanning all inventories organizations. While querying these views, data
across all inventory organizations can be viewed using that single role. Creating a
global inventory role saves space, because only a single set of views is generated no
matter how many inventory organizations you have. A disadvantage of using the global
inventory organization views is that your queries and reports always span organizations
unless you specify an organization name in your query. This may affect performance.
While generating views for the Inventory module, you may generate either or both
inventory organization-specific roles and global inventory organization roles. If you
select none, you can still proceed with the generation of the Inventory views, but you
cannot use them in future.
If you have multiple item structures in your Oracle Inventory setup (due to multiple
item master organizations) and do not want to mix these structures together in a single
view, then generate XOP views instead of the global inventory organization role. For
more information, see XOP Views in “Versions of Noetix Views.”
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To generate the Inventory roles:
1. Answer the following prompts:
• Do you want to create a:
Separate role for each inventory organization (Answer Y for Yes or N for No)
Single global inventory role? (Answer Y for Yes or N for No)
2. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start this stage again. If
the information is correct, press ENTER to finish the generation.
Activate Multi-Currency Columns
for Projects Views (Optional)
During Stage 4 of the generation process, you may be promted to add multi-currency
columns to the views for Oracle Projects. For information about the conditions in
which you can see the prompt, see Multi-Currency Activation in NoetixViews for
Oracle Projects in “Module-Specific Information.”
To activate multi-currency columns:
1. Answer the following prompt: Do you want to add Projects Multi-currency
columns to the views? (Y/N)
2. Verify the information that you have typed.
If your information is incorrect, break out of SQL*Plus (usually by pressing
CTRL + C), and restart this stage. If your information is correct, press ENTER to
continue with the generation.
Chapter 4: Generation of Views 105

Edit Role Information
The generation process will continue until it requires role prefixes to be defined. If you
have chosen to edit the tupdprfx.sql file, the generation will pause and you will be
prompted to open the tupdprfx.sql file and type your customized role prefixes to
identify each of your Noetix roles. For information about customizing role prefixes, see
Name Role Prefixes.
While you may accept the default role prefixes, it is recommended that you choose
prefixes that are more intuitive for users. It is recommended that separate names be
given to the role prefix and the Oracle table.
Apart from editing the role prefixes, you can also use the tupdprfx.sql file to
enable or disable a role and specify whether the organizational unit of the role will be
included in a global and/or XOP instance.
To edit the role information:
1. If you had chosen to edit the tupdprfx.sql file, the generation will pause with
the message, “The generation will now pause to allow you to customize your
tupdprfx.sql file with your generation specific role prefix values.”
2. Open an additional SQL*Plus session, and then navigate to your NOETIX_SYS
user directory. Edit the tupdprfx.sql file with the UNIX editor of your choice.
106 NoetixViews for Oracle E-Business Suite Administrator Guide

Given below is a sample section of the tupdprfx.sql file contains a section like
the following for every role that the generation will create:
-- AP (Instance: 3)
-- Original Role_Prefix: AP8
-- COA: Operation Accounting Flex
-- : Vision Operations (USA)
-- OU: Vision Operations (USA)
--
BEGIN
noetix_prefix_pkg.update_prefix_record(
-------------------------------------------------------
i_role_prefix => 'AP12', /* +++ EDIT THIS LINE ONLY+++ */
i_use_org_in_xop_flag => ‘ ’ /* +++ EDIT THIS LINE (Y or
N) ONLY+++ */
i_use_org_in_global_flag => ‘ ’ /* +++ EDIT THIS LINE (Y
or N) ONLY+++ */
--------------------------------------------------------
i_application_label => 'AP',
i_owner_name
=> 'AP',
i_coa_id => 101,
i_sob_id => 1,
i_org_id => 204,
i_master_org_id => 204,
i_organization_id => 204,
i_instance_type => 'S' );
--
-- Enable/Disable Roles associated with this role_prefix
--
noetix_prefix_pkg.update_role_status(
---------------------------------------------------------
i_user_enabled_flag => 'Y', /* +++ EDIT THIS LINE ONLY
(Y or N) +++ */
-------------------------------------------------------------------------------------------------------
i_application_label => 'AP',
i_role_label
=> 'PAYABLES',
i_coa_id => 101,
i_sob_id => 1,
i_org_id => 204,
i_master_org_id => 204,
i_organization_id => 204,
--
END;
i_instance_type
=> 'S');
Chapter 4: Generation of Views 107

NOTE: For every role prefix, the introductory comment block displays the
organizational units (chart of accounts, ledger or ledger, operating unit, business
group, and so on) associated with the role prefix. This will help you to associate a user
prefix with an organizational unit and aid in renaming the role prefixes effectively.
3. In the tupdprfx.sql file.
a. To edit the role prefix, edit the value of the i_role_prefix parameter.
For example, if you want to change this role, called AP12 by default, to
USAP, you would replace AP12 with USAP.
Repeat this for each prefix listed. Ensure each prefix you type is unique and
conforms to the character limitations listed in Role Prefix Naming
Conventions.
b. To specify whether the organizational unit of the role will be included in the
XOP instance or not, set the value of the i_use_org_in_xop_flag
parameter to Y or N. Similarly, to specify whether the organizational unit of
the role will be included in the global instance or not, set the value of the
i_use_org_in_global_flag parameter to Y or N.
NOTE: The i_use_org_in_xop_flag and i_use_org_in_global_flag parameters
are valid only if the value of the i_instance_type parameter is set to S.
c. To enable or disable the roles associated with the role prefix, set the value of
i_user_enabled_flag parameter to Y or N.
4. After all changes have been done as required, save and close the file.
5. Return to your SQL*Plus session, and press ENTER to resume the generation
process.
NOTE: If any of the generated roles are in conflict with other roles or users in the
database, they are listed in the tmpcrole.lst file created in the NOETIX_SYS user
directory.
108 NoetixViews for Oracle E-Business Suite Administrator Guide

Verify Generation
To verify that each stage of the Noetix views generation completed without errors, you
can run a script that produces an output listing of all generation errors detected. This
script can be run after each individual numbered script is completed, or it can be run
after all four stages of the generation process are complete.
To verify that a Noetix views generation completed successfully:
1. Remain in the server directory containing the NoetixViews files.
2. Run the following script at the UNIX prompt:
finderr.bat
An output of all files containing errors will be displayed. This command will also
create an error log called finderr.lst in the NoetixViews installation directory.
Each time you run this command, this log will be overwritten.
3. Contact Noetix Technical Support if any errors are found.
Generate Noetix Help File
Noetix Help File can be generated during Stage 4 of the generation process, or at any
time after generating Noetix views by using scripts.
NOTE: If any errors are detected in Stage 4 of the Noetix views generation, you cannot
generate the Noetix Help File. However, if you intend to override Stage 4 generation errors
and generate the Noetix Help File, you must first run the ifix4sts.sql script and then
manually generate the Noetix Help File. The ifix4sts.sql script is located in the same
directory where the install4.sql script is present.
The Noetix Help File is available in three formats that can be generated with the
following procedure.
Chapter 4: Generation of Views 109

To generate the Noetix Help File:
1. Using SQL*Plus, connect to the database as the Noetix System Administration
User. To do this, at the SQL prompt, type the following command:
connect /@
2. At the SQL prompt, type start , and then press ENTER,
where specifies the script file used for generating the Noetix Help
File.
The following script files are available for Noetix Help File generation:
Help Format
All Help Formats
Microsoft WinHelp
HTML Help
Query Tool Help
SQL Script
iallhlp.sql
imshlp.sql
ihtmlhlp.sql
icomhlp.sql
NOTE: For more information about these help formats, see Choose Help Formats to
Generate.
3. Answer any prompts asked by the script.
4. Repeat this step to generate additional help formats, if needed.
The Query Tool Help, if generated, will automatically be available to those with the
applicable tools.
You must compile and publish the Microsoft WinHelp help file and publish the
HTML help file, if generated, using the instructions in the following sections.
110 NoetixViews for Oracle E-Business Suite Administrator Guide

Compile and Publish Microsoft
WinHelp Format
You will need to compile the Microsoft WinHelp help file using the Noetix Easy Help
Wizard and then publish the help file to users.
The Noetix Easy Help Wizard, which is installed along with NoetixViews for Oracle
E-Business Suite Administrator (NoetixViews Administrator), will transfer the Noetix
Help File for Windows source file (.rtf) from the server to the Windows client using
the File Transfer Protocol (FTP). The wizard will then compile the file, generating the
Noetix Help File locally and creating an icon on your desktop.
The Noetix Easy Help Wizard can be used if your Windows client and the server
where you installed NoetixViews Administrator both use Transmission Control
Protocol/Internet Protocol (TCP/IP) and the directory where you installed
NoetixViews Administrator is accessible to your FTP server.
To transfer and compile the Microsoft WinHelp format:
1. Log on to the Windows-based computer where NoetixViews Administrator is
installed.
2. Click Start > All Programs > NoetixViews > EasyHelp Wizard. The Noetix Easy
Help Wizard is displayed. Click Next.
Chapter 4: Generation of Views 111

3. The next page prompts you for a UNIX user name, password, and URL of the
server on the network to transfer the source file generated during the generation
to a client where it will be compiled. The user name entered must have access to
the server directory where the noetix.rtf file exists. Click Next.
4. The next page displays the path to the installation directory where the scripts and
noetix.rtf file are currently located. Confirm that the installation directory in
the text field is correct. Click Next.
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5. The text box in the next page displays your choices for the user name, server, and
directory where the scripts and the noetix.rtf file are located. To view the
Noetix Help File after it is generated, select the check box. Click Finish to
compile and transfer the Noetix Help File.
6. After the Noetix Help File is compiled, you will have the option of creating a
desktop shortcut to the Noetix Help File on the computer running Windows.
Click Yes, if you want to create a shortcut.
Next, publish the compiled help file to users.
To publish the Microsoft WinHelp help file:
1. Navigate to the noetix.hlp file in
\\MsHelp, where
is the location where you installed NoetixViews
Administrator and is the name of the Noetix System
Administration User (usually NOETIX_SYS) + _ + the TNS Name of the
database instance on which the user resides.
EXAMPLE: C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\MsHelp
Chapter 4: Generation of Views 113

2. Move the noetix.hlp file to a shared server drive. (Each time you regenerate
Noetix views, replace the single version of this file on the server.)
3. Distribute a shortcut to the shared file to all Noetix query users.
Publish the HTML Help Format
The HTML help format does not need to be compiled, but will need to be published
to users.
To publish the HTML help format:
1. Navigate to the htmlhelp directory within the NOETIX_SYS user directory. (You
can point your browser to htmlhelp\help\noetix.htm to view the HTML
Help.)
EXAMPLE: C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\htmlhelp
2. Publish the files to a Web server or shared server drive. To do this, move the entire
htmlhelp directory tree to a directory on your network that is accessible to your
Web browser.
3. Instruct users to open the /htmlhelp/help/noetix.htm page using a Web
browser.
114 NoetixViews for Oracle E-Business Suite Administrator Guide

Run Noetix Answer Builder
(When Using Noetix Platform)
NoetixAnswers, a component of Noetix Platform, is installed and maintained using
Noetix Answer Builder. Noetix Answer Builder creates metadata for custom prebuilt
reports based upon NoetixViews. After successfully running Noetix Answer Builder,
you must run Noetix Generator for Noetix Platform—Oracle E-Business Suite Edition
(Noetix Generator) to generate the metadata into Noetix QueryServer (NQS) and
Noetix Web Query (NWQ).
Additionally, Noetix Generator generates your base views and your security structure,
letting you not only access your NoetixViews data into NQS and NWQ, but also
ensures the proper security is applied. Users logging on to NWQ will see only the data
you allowed them to access in NoetixViews.
You can run Noetix Answer Builder when prompted during Stage 4 of the generation
process. Alternatively, after the views are generated, you can start NoetixViews
Administrator, and click Answer Builder on the Tools menu or click on the
toolbar. You can also generate answers using scripts. For doing this, using SQL*Plus on
a computer running Microsoft Windows or UNIX, run ianswers.sql. For more
information, see Available SQL and MS-DOS Scripts in “Maintenance.”
IMPORTANT: If there are any errors in Stage 4 of the generation, you cannot generate
Noetix answers.
After you have run Noetix Answer Builder, you must generate the metadata created by
Noetix Answer Builder into NQS and NWQ to create answers specific to your Oracle
configuration. Apart from generating the answers, you must also generate the user and
role configuration into NQS and NWQ. Run Noetix Generator for Noetix
Platform—Oracle E-Business Suite Edition (Noetix Generator) to do so. For more
information about Noetix Generator, see the Noetix Generator for Noetix Platform
Administrator Guide for Oracle E-Business Suite.
Chapter 4: Generation of Views 115

To run Noetix Answer Builder after generating Noetix views:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. On the Tools menu, click Answer Builder or click on the toolbar. The Noetix
Answer Builder Wizard is displayed.
3. Click Next.
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4. On the next page, the Answer Builder check box is selected by default. The check
box is unavailable for selection. Click Next.
NOTE: The Continue if warnings detected check box is displayed only in Stage 4 of
the generation. The check box is not displayed if you are running Noetix Answer
Builder Wizard after you have completed Stage 4 of the generation process.
5. On the next page, click Finish to run the Noetix Answer Builder Wizard.
6. When the Noetix Answer Builder process is completed successfully, an alert is
displayed to inform you about the same. Click OK.
Chapter 4: Generation of Views 117

Chapter 5
Noetix Query
User
Management
This chapter explains how Noetix query users are added, modified, and deleted with
the use of the NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) or scripts.

Overview
In NoetixViews for Oracle E-Business Suite (NoetixViews), Noetix query users’ access
to data is determined by the roles, the Oracle General Ledger security access, and the
custom Oracle Human Resources and Oracle U.S. Federal Financials security settings.
When a user is set up to use Oracle Applications mode security, the Oracle E-Business
Suite responsibilities and security profiles he or she has been assigned can also provide
limits on what data and views can be accessed.
Below is a description of Noetix query user types and definitions, as well as an
explanation of when each Noetix query user type is best applied:
Type code
U
A
R
N
O
User type description
Database User
Oracle E-Business Suite Authenticated User
Oracle E-Business Suite Authenticated Responsibility
Noetix System Administration User
Oracle Administrative Database User
Database User (Type U)
Noetix query accounts of Database User (Type U) type can be accessed through any
query tool or from SQL*Plus. NoetixViews allows only users of this type to create
synonyms and optimize views. Typically, the query users you create will be of this type.
These user accounts should correspond to existing users in the database, and there
should be no differences in capability. When you use Noetix Platform, a user account
is created in Noetix QueryServer (NQS) for each Database User (Type U) type user.
Oracle E-Business Suite Authenticated User
and Responsibility (Types A and R)
Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) and
Oracle E-Business Suite Authenticated Responsibility (Type R) types are defined in
Oracle E-Business Suite. These are not Oracle database accounts and are used to
support Applications mode capability within Oracle Discoverer.
120 NoetixViews for Oracle E-Business Suite Administrator Guide

These users are automatically added to an Applications mode End User Layer (EUL)
when used in conjunction with Noetix Generator for Oracle Discoverer (Noetix
Generator). If you do not plan on using Oracle Discoverer’s Applications mode
authentication, then you should not establish users of these types. These user types are
valid only for Oracle E-Business Suite version 11.5.9 and later.
When an Oracle E-Business Suite Authenticated Responsibility (Type R) type user is
added for an Oracle E-Business Suite responsibility, any user of Oracle E-Business
Suite who has this responsibility can log on to an Oracle Applications mode EUL and
access permitted business areas. Noetix query users of the Oracle E-Business Suite
Authenticated User (Type A) and Oracle E-Business Suite Authenticated
Responsibility (Type R) types are active only when you use Noetix Generator with an
Applications mode EUL in Oracle Discoverer or if you use Noetix WebQuery (NWQ)
as a reporting tool. These user types have no impact as database users and rely on their
associated APPS database user account to maintain a link with the database. If you
create a standard Discoverer EUL, then, only users of Noetix System Administration
User (Type N), Oracle Administrative Database User (Type O), and Database User
(Type U) types will be able to log on to Oracle Discoverer with the appropriate
business areas.
For convenience, set up responsibilities in Oracle E-Business Suite, and assign these
responsibilities to Oracle E-Business Suite users. Then, add these responsibilities as
Noetix query users of the Oracle E-Business Suite Authenticated Responsibility (Type
R) type. Assign Noetix roles to these Noetix query users, and set up access to data in
views for various Oracle E-Business Suite modules using the Noetix Query User
Maintenance tab of the Security Manager dialog box. After these Noetix query users
are generated into the Noetix Metadata Repository (NMR) with the use of the Noetix
Generator for Noetix Platform—Oracle E-Business Suite Edition (Noetix Generator)
or extracted into the Applications mode EUL with the use of the Noetix Generator,
users can log on to NWQ or the EUL with their Oracle E-Business Suite credentials
and thereafter pick the responsibilities that have been assigned to them in Oracle E-
Business Suite and also set up as Noetix query users. Thus, the users will not have to be
individually added as Noetix query users of the Oracle E-Business Suite Authenticated
User (Type A) type; moreover, changes can be conveniently made to a few Noetix
query users of the Oracle E-Business Suite Authenticated Responsibility (Type R) type
instead of numerous Type A users.
You cannot log on to NWQ or to a third-party reporting tool as a Noetix query user of
the Oracle E-Business Suite Authenticated Responsibility (Type R) type.
Chapter 5: Noetix Query User Management 121

However, for an Oracle E-Business Suite user, you can set up an Oracle E-Business
Suite Authenticated User (Type A) type user as well as an Oracle E-Business Suite
Authenticated Responsibility (Type R) type user for its responsibility. When both of
them have been set up in NoetixViews Administrator, the access mode assigned to the
Oracle E-Business Suite Authenticated User (Type A) type user will take precedence.
If the existing responsibilities do not provide a useful structure for reporting security,
separate reporting responsibilities should be created in Oracle E-Business Suite as a
means to grant access to Noetix views. These responsibilities are groups to put together
users based on the access they can have to Noetix views and are not to be used by
Oracle E-Business Suite.
This way only known users are allowed to access Noetix views, instead of all the users
of a particular responsibility. With this approach, license compliance becomes easier
for the client.
When you use Noetix Platform, a user account in NQS is created for each Oracle E-
Business Suite Authenticated User type user. When users log on to NWQ using those
user accounts, they are prompted with a list of responsibilities and have to pick up the
one they want to log on with. Noetix Platform can import these responsibilities only
from Oracle E-Business Suite 11i and later.
Noetix System Administration User (Type N)
The Noetix System Administration User (Type N) is a special query user account
associated with the current NOETIX_SYS schema. This account is created during
generation. Optimizing views and synonyms cannot be created for the NOETIX_SYS
user.
Oracle Administrative Database User (Type O)
The Oracle Administrative Database User (Type O) is defined automatically
depending on the APPS user in Oracle E-Business Suite. It is possible to have multiple
Oracle Administrative Database Users if there are multiple APPS users in Oracle E-
Business Suite.
The Noetix query users of the Oracle E-Business Suite Authenticated User (Type A)
and Oracle E-Business Suite Authenticated Responsibility (Type R) types rely on the
APPS user to maintain a link with the database. Therefore, the APPS user should have
the responsibilities and privileges in Oracle E-Business Suite that are required for the
Noetix query users to effectively query the database through Noetix views.
122 NoetixViews for Oracle E-Business Suite Administrator Guide

The Oracle Administrative Database User (Type O) and Noetix System
Administration User (Type N) are database logon accounts that are automatically
created as needed.
Gather User Information
You need to determine which users in your organization need to access Noetix views
before adding them as Noetix query users.
Before you begin, you should make a list of the Oracle E-Business Suite users and
responsibilities, and the database users who need to be set up as Noetix query users to
grant them access to the views. This list should include:
• The name for each user.
• The appropriate Noetix roles to be assigned to each query user.
The following information should be taken into consideration before adding Noetix
query users.
NOTE: We recommend that new database users be created for each new Noetix query user
rather than using existing database users because that way there would be no conflict in the
security of the existing database users with the NoetixViews for Oracle E-Business Suite
(NoetixViews) security owing to the granting of roles.
• Decide which Noetix roles to grant to each Noetix query user: Before generating
Noetix views and setting up database users, determine which Oracle E-Business
Suite instance each Noetix query user should access through a Noetix role. The
Noetix roles available at your site will vary depending on the types of modules you
have installed, your Oracle configuration, and the NoetixViews product
enhancements in your product package (for example, Cross Operations Extension
(XOP)). When assigning roles to a Noetix query user, consider the level of access
that the user should have to Oracle E-Business Suite data (for example, data
rolling up to an inventory organization, an operating unit, or a ledger).
IMPORTANT: Oracle E-Business Suite restricts the number of roles that can be
granted to a user. The number varies based on the Oracle Database version. Assigning
a user more than the maximum number of roles prevents the user from logging on.
Neither Oracle E-Business Suite nor NoetixViews checks this limit; therefore, you need
to keep track of how many roles you grant to the user.
Chapter 5: Noetix Query User Management 123

• Decide which security rules to assign to each Noetix query user requiring access
to General Ledger data: Users can be set up to have no or full access to data in
Noetix views for Oracle General Ledger that support application-specific security.
Custom access can be set for each combination of a chart of accounts and ledger.
The responsibilities the users log on with can also determine data access. For
custom access, you must decide on the security rules that should be assigned to the
user for each combination of a chart of accounts and ledger to limit access to
General Ledger data. You can retrieve a list of security rules for each existing
General Ledger user from General Ledger. Users who do not have access to data in
Noetix views for General Ledger should ensure that their security rules are
specified appropriately.
• Decide which business groups to assign to each Noetix query user: In
NoetixViews, Noetix query users can access data from the Noetix views for the
Oracle Advanced Benefits, Oracle Human Resources, Oracle Payroll, and Oracle
Time and Labor modules based on the roles and row-level security assigned to
them. In these modules, row-level security is determined based on the business
groups and security profiles assigned to Noetix query users. Both standard and
global views of these modules allow users to access employee data based on
business groups and security profiles. Global views also allow you to customize the
security so that application-specific security may be overridden; therefore, users
can access all business groups within the organization hierarchy of a global
security profile and create custom lists of accessible business groups.
• Decide which ledgers to assign to each Noetix query user: In NoetixViews,
Noetix query users can access data from the Noetix views for the Oracle Assets,
Oracle U.S. Federal Financials, and Oracle General Ledger modules based on the
roles and row-level security assigned to them. Row-level security is available for
the data in the views of these modules based on the organizational unit and
application-specific securities assigned to the Noetix query users in Oracle E-
Business Suite. NoetixViews supports organizational unit security that allows
Noetix query users to access data from the Noetix views for Assets and General
Ledger based on the ledgers assigned to the users. Also, NoetixViews supports
organizational unit and application-specific securities that allow Noetix query
users to access data from the Noetix views for U.S. Federal Financials based on the
ledgers and budget access levels assigned to the users. For the data in the Noetix
views for Assets and General Ledger, you can override the organizational unit
specific security to allow Noetix query users access all ledgers or access a custom
list of ledgers. For the data in the views for U.S. Federal Financials, you can
override the organizational unit specific and application-specific security to allow
Noetix query users access all ledgers and budget access levels that are associated
with the ledgers.
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Also, for the Noetix views for U.S. Federal Financials, you can create custom lists
of ledgers and assign appropriate budget access levels for the Noetix query users to
control their access to those ledgers.
• Decide which operating units to assign to each Noetix query user: In
NoetixViews, Noetix query users can access data from the Noetix views for the
Oracle Order Management, Oracle Payables, Oracle Projects, Oracle Purchasing,
and Oracle Receivables modules based on the roles and row-level security assigned
to them. In the views for these modules, row-level security is determined based on
the operating units assigned to the Noetix query users. You can override the
organizational unit security to allow Noetix query users access all operating units
or access a custom list of operating units.
• Decide on the access of each Noetix query user on inventory organizations: In
NoetixViews, Noetix query users can access data from the Noetix views for Oracle
Bills of Materials, Oracle Cost Management, Oracle Enterprise Asset
Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle Quality,
and Oracle Work in Process based on the roles and row-level security assigned to
them. In the views for these modules, row-level security is determined based on
the inventory organizations assigned to the Noetix query users. You can override
the organizational unit security to allow Noetix query users access all inventory
organizations or access a custom list of inventory organizations.
Chapter 5: Noetix Query User Management 125

Create Noetix Query Users
Using GUI
Creating a Noetix query user involves either of the following:
• Granting an existing database user, Oracle E-Business Suite user, or Oracle E-
Business Suite responsibility access to Noetix views.
• Creating a database user and granting access to NoetixViews for Oracle E-
Business Suite (NoetixViews).
You can add Noetix query users using the Noetix Query User Maintenance tab of the
Security Manager dialog box of the NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator). Apart from using the dialog box-based
method of adding a Noetix query user, you can also use the add user wizard. For
adding a Noetix query user using an existing database user, Oracle E-Business Suite
user, or Oracle E-Business Suite responsibility, you can use both the methods.
However, if you need to create a database user before adding it as a Noetix query user,
you can use only the add wizard.
NOTE: In Oracle E-Business Suite Release 12, the concept of set of books has been replaced
by ledger. In this guide both “set of books” and “ledger” have been used interchangeably to
refer to the same concept.
Add a Noetix Query User Using an
Existing User
Use the instructions below if you are adding an existing database user or Oracle E-
Business Suite user or responsibility as a Noetix query user.
To add a Noetix query user:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. Log on as the Noetix System Administration User.
126 NoetixViews for Oracle E-Business Suite Administrator Guide

3. Click on the NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator) toolbar. Alternatively, on the Tools menu, click
Security Manager. The Security Manager dialog box appears.
The Noetix Query User Maintenance tab of the Security Manager dialog box
displays the names and types of the users who have been added as Noetix query
users. By default, you can see the Noetix System Administration User and Oracle
Administrative Database User. The dates on which the Noetix query user accounts
were created and would expire are indicated. For Oracle E-Business Suite
Authenticated User (Type A) and Oracle E-Business Suite Authenticated
Responsibility (Type R) type users, the start and end dates correspond to the start
and end dates of the respective Oracle E-Business Suite users and responsibilities.
Whether query tool optimizing views or synonyms for the views are created for
the users is also indicated.
Chapter 5: Noetix Query User Management 127

4. On the Noetix Query User Maintenance tab, click Add. The Properties dialog
box is displayed.
128 NoetixViews for Oracle E-Business Suite Administrator Guide

5. On the General tab:
• Select a user type in the User Type list. Your options are Database User
(Type U), Oracle E-Business Suite Authenticated User (Type A), and
Oracle E-Business Suite Authenticated Responsibility (Type R). The User
Name list displays only the user names corresponding to the selected user
type. Select a user name in the User Name list. If the database user does not
appear in the list, and it has been recently created, click the Refresh button
to add it to the list.
IMPORTANT: If the names of database users selected for adding as Noetix query
users contain lower case or mixed case letters and special characters that are not
supported by Oracle Database, the names should be provided within double
quotation marks when the corresponding users log on to Oracle Discoverer
Desktop.
• Select a language code for this Noetix query user. Selecting Default Noetix
Language Processing will make the language associated with the current
environment as default for this user or, if that language is not defined in
Oracle E-Business Suite, whichever language was chosen during Stage 4 of
the generation of views.
• The Create Query Tool Optimizing Views check box is available for only
Database User (Type U) type users. Selecting this check box at the time of
adding a Database User type user enhances the performance of reporting
tools that query directly from the database rather than their own meta-layers
(for example, Noetix Platform, Microsoft Access, or Crystal Reports).
NOTE: Reporting tools that access their own meta-layers (for example, Oracle
Discoverer’s End User Layer (EUL), SAP BusinessObjects’ Universe, or IBM
Cognos' Catalog) do not benefit from this option. Therefore, do not select this
check box while using any reporting tool that accesses its own meta-layer.
Chapter 5: Noetix Query User Management 129

• The Create Synonyms check box is available only for Database User (Type
U) type users. To create synonyms for views that are granted to this Noetix
query user, select the Create Synonyms check box. This automatically
creates synonyms for each role granted to this Noetix query user and its
subsequent views. This check box should always be selected unless you
specifically choose that the synonyms not be created.
NOTE: Do not select the check boxes to create query tool optimizing views and
synonyms if the Noetix query users of the Database User type also own Oracle E-
Business Suite tables. If you do so, you may encounter problems while assigning
Noetix roles to the users.
If you click OK on this tab without navigating to the next tab and assigning roles
to the user, a confirmation message appears asking whether you want to add the
user without assigning any roles to it.
130 NoetixViews for Oracle E-Business Suite Administrator Guide

6. When a Noetix query user requires access to data in Noetix views for Oracle
General Ledger that support application-specific security for the Accounting key
flexfield, you must use the Security Rules tab for assigning the required
permissions to the user through security rules. For more information, see About
General Ledger Security Rules in “Module-Specific Information.”
NOTE: The column labels change dynamically based on the version of Oracle E-
Business Suite at your site. For Oracle E-Business Suite versions prior to Release 12, the
labels appear as Set of Books where applicable. For Oracle E-Business Suite Release 12
and later, the labels appear as Ledger.
Chapter 5: Noetix Query User Management 131

To add General Ledger security rules:
1. On the Security Rules tab, select one of the following in the GL Security
Mode list:
• No Access: Prevents the Noetix query user from accessing any General
Ledger data in the Noetix views for General Ledger.
• Full Access: Allows the Noetix query user to access all data in the
Noetix views for General Ledger that are accessible to the user through
a role assigned to the user.
• Custom Access: Assigns security rules to the Noetix query user for
accessing data in Noetix views for General Ledger for each combination
of a chart of accounts and ledger. If you have selected Custom Access,
the Add button in GL Flexfield Security Rules becomes available for
allowing you to add General Ledger security rules for the selected
combinations. For information about assigning custom security rules,
see the next step (step 2).
• Derive from Oracle EBS: Determines access to data in Noetix views for
General Ledger by the security rules assigned to the responsibility the
user logs on with. Records are also filtered by the ledger associated with
the responsibility. This option is available for only Oracle E-Business
Suite Authenticated User (Type A) and Oracle E-Business Suite
Authenticated Responsibility (Type R) type users. This option should
not be used for users who need to access Cross Operations Extension
(XOP) views.
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2. In the Chart of Accounts/Ledger list, all chart of accounts, the chart of
accounts ID, ledger, and ledger ID combinations are listed, along with the
number of security rules and a list of Noetix roles for each combination. If
you selected Custom Access in the GL Security Mode list, select the
appropriate chart of accounts, chart of accounts ID, ledger, and ledger ID
combination corresponding to the role assigned to the Noetix query user, as
described in the consecutive steps. Otherwise, proceed
to step 7.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position. Click a
column title to sort the items in the list by the entity represented by the column.
Under GL Flexfield Security Rules, click one of the following options:
• No Access: Prevents the Noetix query user from accessing any General
Ledger data for the selected combination in Noetix views for General
Ledger accessible through roles.
• Full Access: Allows the Noetix query user to access all General Ledger
data for the selected combination in Noetix views for General Ledger
accessible through roles.
• Custom Access: Customizes the access of the Noetix query user to
General Ledger data for the selected combination in Noetix views for
General Ledger accessible through roles. Click Add to open the Add
GL Security Rules dialog box with a list of security rules available for
this combination. Following are the columns on this dialog box:
• Rule Name: The name of the General Ledger security rule.
• Rule ID: The ID of the security rule.
• Chart of Accounts: The chart of accounts that the security rule
is assigned to.
• Segment Name: Segment column name for the security rule.
Chapter 5: Noetix Query User Management 133

NOTE: You need to scroll to the right to see all the information in a row.
The width of columns in the list can be adjusted to see more if required.
Select the line between columns in the header, and drag it to the required
position. Click a column title to sort the items in the list by the entity
represented by the column.
Select the check boxes corresponding to the security rules that you want to
assign to the Noetix query user. To select all the security rules, click Select
All. Click OK. You return to the Security Rules tab with the selected
security rules displayed in the GL Flexfield Security Rules list.
3. Repeat step 2 for each combination.
134 NoetixViews for Oracle E-Business Suite Administrator Guide

7. Use the Business Group tab to control access to data in global Noetix views for
Oracle Advanced Benefits, Oracle Human Resources, Oracle Payroll, and Oracle
Time and Labor based on business groups for a Noetix query user.
Use the Business Group tab on the Properties dialog box of
the NoetixViews Administrator to control access to data in the Oracle Human
Resources Management System (HRMS) for a Noetix query user. For more
information about controlling access to HRMS data and the views for which
secured or customizable access is available, see About Access to Human Resources
Data in “Module-Specific Information.”
Chapter 5: Noetix Query User Management 135

The Business Group tab will be available only if:
• You have purchased the global version of Noetix views for at least one of the
following Oracle E-Business Suite modules:
• Oracle Human Resources,
• Oracle Payroll,
• Oracle Advanced Benefits, or
• Oracle Time and Labor.
• You are not modifying Oracle Administrative Database User (Type O) type
user.
To control access to HRMS data:
1. Click an application name in the Application list. Your options are Benefits,
HR, Payroll, and Time and Labor.
2. Select or clear the Enforce Oracle HR security profile processing check
box. When the check box is selected, the following options for global
security profiles are available:
• the business group specified by the user's login session: This option is
the default for Noetix query users of the Oracle E-Business Suite
Authenticated User (Type A) and Oracle E-Business Suite
Authenticated Responsibility (Type R) types. This option ensures that
even if the Noetix query user's logon credentials in Oracle E-Business
Suite include a global security profile, data is returned for only the
business group derived from these credentials. In other words, data is
not returned for other business groups that are encompassed by the
global security profile. Thus, this option provides the same level of
security that is present in Oracle E-Business Suite.
136 NoetixViews for Oracle E-Business Suite Administrator Guide

• all business groups included in the global security profile: This option
ensures that data is returned for business groups encompassed by the
Noetix query user's global security profile as long as they are also
displayed in the Assigned Business Groups list. This option enables the
Noetix query user to access data from multiple business groups through
a global view for Advanced Benefits, Human Resources, Payroll, and
Time and Labor with the row-level restrictions specified by the global
security profile.
Regardless of which option you choose, you still need to ensure that the
business groups you want the Noetix query user to access with the row-level
restrictions applied in Human Resources are also in the Assigned Business
Groups list.
If you do not want to filter data according to the security profiles of the
Noetix query user, clear the Enforce Oracle HR security profile processing
check box, and proceed with the next step.
IMPORTANT: The Enforce Oracle HR security profile processing check box is
available for Noetix query users of the Database User (Type U) and Noetix System
Administration User (Type N) types only if they are also set up as the reporting
users for security profiles.
3. Specify the list of business groups that the Noetix query user can access:
• Derive from Oracle EBS: Click this option to grant access to business
groups on the basis of the Noetix query user's security settings in
Human Resources. This option is available only if the Noetix query
user is of the Oracle E-Business Suite Authenticated User (Type A) or
Oracle E-Business Suite Authenticated Responsibility (Type R) type.
This is also the default option for these users.
These business groups will appear in the Assigned Business Groups list
and cannot be modified.
When the Standard HRMS security model is used, the list is
determined by the values of the HR:Business Group profile option for
all responsibilities assigned to the Noetix query user. In the case of the
Security Groups Enabled security model, the list is determined by the
security groups assigned to the Noetix query user of the Oracle E-
Business Suite Authenticated User (Type A) type. If the Noetix query
user is of the Oracle E-Business Suite Authenticated Responsibility
(Type R) type, the list will be empty. Go to 12 to save the changes
Chapter 5: Noetix Query User Management 137

• Custom: Click this option to grant access to a custom list of business
groups. After you have selected this option, the Add button will be
available. Go to step 4 to proceed with adding business groups.
• All: Click this option to grant access to all the business groups defined
in Human Resources. The business groups will appear in the Assigned
Business Groups list. Go to step 12 to save the changes
If the data access privileges of the Oracle E-Business Suite Authenticated User
(Type A) type, Oracle E-Business Suite Authenticated Responsibility (Type
R) type, and reporting users change in Oracle E-Business Suite, click Refresh
Security ( ) on the toolbar of the NoetixViews Administrator. For more
information, see Refresh Security for Query Users.
NOTE: On clicking the Refresh Security button, a message is displayed, stating
that the process of refreshing the security may take some time.
4. To specify a custom list of business groups, do the following:,
a. Click Add. The Add Business Groups dialog box appears with the list of all
the business groups that have been defined in Human Resources and that
are yet to be added to the Assigned Business Groups list.
The following columns and options are available in the Add Business
Groups dialog box:
• Show only current user’s Oracle EBS-derived access: Allows you to
view only the business groups that are accessible to the Oracle E-
Business Suite Authenticated User (Type A) or Oracle E-Business Suite
Authenticated Responsibility (Type R) type user in the selected Oracle
application. If you do not select this check box, you can see all the
business groups available in the selected Oracle application.
• Name: Indicates the name of the business group.
• ID: Indicates the ID of the business group.
• Legislation Name: Indicates the legislation name corresponding to the
business group.
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• Legislation Code: Indicates the legislation code corresponding to the
legislation.
• Affected Noetix Roles: Indicates the Noetix roles that have access to the
views corresponding to the business group.
• EBS-Derived: Indicates whether the user can access the business group
in the selected Oracle application.
Click a column title to sort the business groups by the entity represented by
the column.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position.
b. To see only those business groups that are accessible to the Noetix query user
in Human Resources, select the Show only current user's Oracle EBSderived
access check box.
c. Select business groups using the check boxes or the Select All button.
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d. Click OK. The selected business groups will be added to the Assigned
Business Groups list.
e. To remove a business group from the Assigned Business Groups list, select
the business group, and click Remove.
IMPORTANT: If application-specific security of Human Resources is applied,
data will be returned with row-level security for only those business groups that
are in the Assigned Business Groups list and that are also accessible to the Noetix
query user in Human Resources. If application-specific security of Human
Resources is not applied, data will be returned without row-level security for the
business groups in the Assigned Business Groups list.
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8. Use the Ledger tab to do one or more of the following:
• Control access to data in the global version of Noetix views for Oracle Assets
and Oracle General Ledger based on ledgers for a Noetix query user.
• Control access to data in the standard, Cross Operations Extension (XOP),
and global versions of Noetix views for Oracle U.S. Federal Financials based
on ledgers for a Noetix query user. In some Noetix views for U.S. Federal
Financials, access to data can be controlled at both ledger and budget access
levels. For more information about NoetixViews for U.S. Federal Financials
and views for which you have to specify budget-level security, see
NoetixViews for Oracle U.S. Federal Financials in “Module-Specific
Information.”
NOTE: The tab, list, and column labels change dynamically based on the
version of Oracle E-Business Suite at your site. For Oracle E-Business Suite
versions prior to Release 12, the labels appear as Set of Books where applicable.
For Oracle E-Business Suite Release 12 and later, the labels appear as Ledger.
Chapter 5: Noetix Query User Management 141

The Ledger tab will be available only if:
• You have purchased the global version of Noetix views for Assets.
• You have purchased the global version of Noetix views for General Ledger.
• You have purchased the standard, XOP, or global version of Noetix views for
U.S. Federal Financials.
• You are not modifying the Oracle Administrative Database User (Type O)
type user.
To control access to data in Noetix views based on ledgers:
1. In the Application list, click an application name. The options are Assets,
Federal Financials, and General Ledger. After you select the application,
the corresponding settings appear in the Settings for the application section.
2. In the Settings for the application section, select one of
the following options:.
• Derive from Oracle EBS: Click this option to grant access to ledgers
based on the security settings of the Noetix query user in the selected
Oracle application. This option is available only if the Noetix query
user is of the Oracle E-Business Suite Authenticated User (Type A) type
or Oracle E-Business Suite Authenticated Responsibility (Type R) type.
This is also the default option for these users. The ledgers that the user
has access to are displayed in the Ledgers list. If you click this option
for the Federal Financials application, the ledgers that the user has
access to are displayed on the Ledgers list. The budget levels assigned to
the user for each ledger are displayed in the Budget Access Levels list
on the right. When this option is selected, the data on the lists cannot
be modified. Go to step 12 to save the changes.
• Custom: Click this option to grant access to a custom list of ledgers.
After you select this option, the Add button will be available below the
Ledgers list. By default, this option is selected for users of the Noetix
System Administration User (Type N) and Database User (Type U)
types. For the Federal Financials application, click this option to specify
ledgers and budget access levels for Noetix query users and grant them
custom access to U.S. Federal Financials views.
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For information about specifying a custom list of ledgers and associated
budget access levels for Noetix query users, see steps 3 and 4
respectively.
IMPORTANT: For allowing users to view data from the Noetix views for
the selected Oracle application, specify all the ledgers corresponding to the
roles assigned to the users.
• All: Click this option to assign all the ledgers in the selected Oracle
application to the Noetix query users. The ledgers are displayed in the
Ledgers list. For the Federal Financials application, click this option to
assign all the ledgers and the associated budget access levels to the
Noetix query users. The ledgers are displayed in the Ledgers list. The
budget levels associated with each ledger are displayed in the Budget
Access Levels list. When this option is selected, the data on the lists
cannot be modified. Go to step 12 to save the changes.
If the data access privileges of the Noetix query users of the Oracle E-Business
Suite Authenticated User (Type A) type or Oracle E-Business Suite
Authenticated Responsibility (Type R) type change in Oracle E-Business
Suite or if row-level security changes have been made in Oracle E-Business
Suite, click Refresh Security ( ) on the toolbar of the NoetixViews
Administrator to update the changes in NoetixViews. For more information,
see Refresh Security for Query Users.
NOTE: When you click the Refresh Security button, a message is displayed stating
that the process of refreshing the security may take some time.
3. To specify a custom list of ledgers, do the following:
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a. Click Add below the Ledgers list. The Add Ledgers dialog box displays the
list of ledgers that are available in the selected Oracle application and that
are yet to be added to the Ledgers list.
The following columns and options are available in the Add Ledgers dialog
box:
• Show only current user’s Oracle EBS-derived access: Allows you to
view only the ledgers that are accessible to the Oracle E-Business Suite
Authenticated User (Type A) type or Oracle E-Business Suite
Authenticated Responsibility (Type R) type user in the selected Oracle
application. If you do not select this check box, you can see all the
ledgers available in the selected Oracle application.
• Ledger: Indicates the name of the ledger.
• Ledger ID: Indicates the ledger ID.
• Chart of Accounts: Indicates the chart of accounts corresponding to
the ledger.
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• COA ID: Indicates the chart of accounts ID.
• Affected Noetix Roles: Indicates the Noetix roles that have access to the
views corresponding to the ledger.
• EBS-Derived: Indicates whether the user can access the ledger in the
selected Oracle application.
Click a column title to sort the ledgers by the entity represented by the
column.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position.
b. Select the check boxes corresponding to the ledgers that you want to assign
to the Noetix query user. To select all the ledgers, click Select All.
c. Click OK. You return to the Ledger tab with the selected ledgers displayed
on the Ledgers list.
d. To remove a business group from the Ledgers list, select the ledger, and click
Remove. You can select multiple records from the list by pressing CTRL.
4. If you select the Federal Financials application in step 1, you can specify
budget access levels for the ledgers that you have added in step 3.
To specify budget access levels for a selected combination of chart of
accounts and ledger, do the following:
a. In the Ledgers list, select a ledger. The Add button below the Budget Access
Levels list becomes available.
Chapter 5: Noetix Query User Management 145

Click Add. The Add Budget Access Levels dialog box is displayed.
The following columns and options are available in the Add Budget Access
Levels dialog box:
• Show only current user’s Oracle EBS-derived access: Allows you to
view only the budget levels assigned to the Oracle E-Business Suite
Authenticated User (Type A) or Oracle E-Business Suite Authenticated
Responsibility (Type R) type user in U.S. Federal Financials for the
selected ledger. If you do not select this check box, you can see all the
budget levels for the ledger as defined in U.S. Federal Financials.
• Sequence: Indicates the sequence of the budget level.
• Name: Indicates the name of the budget level.
• EBS-Derived: Indicates whether the budget level is accessible to the user
in U.S. Federal Financials.
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Click a column title to sort the budget levels by the entity represented by
the column.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the
line between columns in the header, and drag it to the required position.
b. Select the check boxes corresponding to the budget levels that you want to
assign to the Noetix query user. To select all the budget levels, click Select
All.
c. Click OK. You return to the Ledger tab with the selected budget levels
displayed on the Budget Access Levels list.
d. Repeat steps a through d for each ledger.
e. To remove a budget access level for a ledger from the Budget Access Levels
list, select a ledger from the Ledgers list, select the budget access level for the
selected ledger, and then click Remove.
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9. Use the Operating Unit tab to control access to data in global Noetix views for
Oracle Order Management, Oracle Payables, Oracle Projects, Oracle Purchasing,
and Oracle Receivables based on operating units for a Noetix query user.
The Operating Unit tab will be available only if:
• You have purchased the global version of Noetix views for at least one of the
following Oracle E-Business Suite modules:
• Order Management
• Payables
• Projects
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• Purchasing
• Receivables
• You are not modifying the Oracle Administrative Database User (Type O)
type user.
To control access to data in Noetix views based on operating units:
1. In the Application list, click an application name. The options are Order
Management, Payables, Projects, Purchasing, and Receivables. After you select
the application, the corresponding settings appear in the Settings for the
application section.
2. In the Settings for the application section, select one of the
following options:
• Derive from Oracle EBS: Click this option to grant access to operating
units based on the security settings of the Noetix query user in the selected
Oracle application. This option is available only if the Noetix query user is
of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle
E-Business Suite Authenticated Responsibility (Type R) type. This is also
the default option for these users. The operating units that the user has
access to are displayed in the Operating Units list. When this option is
selected, the data on the list cannot be modified.
• Custom: Click this option to grant access to a custom list of operating units.
After you select this option, the Add button will be available. By default,
this option is selected for users of the Noetix System Administration User
(Type N) and Database User (Type U) types. For information about
specifying a custom list of operating units, see step 3.
IMPORTANT: For allowing users to view data from the Noetix views for the
selected Oracle application, specify all the operating units corresponding to the
roles assigned to the users.
• All: Click this option to grant access to all the operating units available in
the selected Oracle application to the Noetix query user. The operating
units are displayed in the Operating Units list. When this option is selected,
the data on the list cannot be modified.
Chapter 5: Noetix Query User Management 149

If the data access privileges of the Noetix query users of the Oracle E-Business
Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated
Responsibility (Type R) type change in Oracle E-Business Suite or if row-level
security changes have been made in Oracle E-Business Suite, click Refresh
Security ( ) on the toolbar of the NoetixViews Administrator to update the
changes in NoetixViews. For more information, see Refresh Security for Query
Users.
NOTE: When you click the Refresh Security button, a message is displayed stating that
the process of refreshing the security may take some time.
3. To specify a custom list of operating units, do the following:
a. Click Add. The Add Operating Units dialog box displays the list of
operating units that are available in the selected Oracle application and that
are yet to be added to the Operating Units list.
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The following columns and options are available in the Add Operating
Units dialog box:
• Show only current user’s Oracle EBS-derived access: Allows you to
view only the operating units that are accessible to the Oracle E-
Business Suite Authenticated User (Type A) type or Oracle E-Business
Suite Authenticated Responsibility (Type R) type user in the selected
Oracle application. If you do not select this check box, you can see all
the operating units available in the selected Oracle application.
• Operating Unit: Indicates the name of the operating unit.
• Org ID: Indicates the organization ID for the corresponding operating
unit.
• Organization: Indicates the organization name for the corresponding
operating unit.
• Ledger: Indicates the name of the ledger corresponding to the
operating unit.
• Ledger ID: Indicates the ledger ID.
• Chart of Accounts: Indicates the chart of accounts corresponding to
the ledger.
• COA ID: Indicates the chart of account ID.
• Affected Noetix Roles: Indicates the Noetix roles that have access to the
views corresponding to the operating unit.
• EBS-Derived: Indicates whether the user can access the operating unit
in the selected Oracle application.
Click a column title to sort the operating units by the entity represented by
the column.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position.
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. Select the check boxes corresponding to the operating units that you want to
assign to the Noetix query user. To select all the operating units, click Select
All.
c. Click OK. You will return to the Operating Unit tab with the selected
operating units displayed in the Operating Units list.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position.
d. To remove an operating unit from the Operating Units list, select the
operating unit, and click Remove. You can select multiple records from the
list by pressing CTRL.
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10. Use the Inventory Organization tab to control access to data in global Noetix
views for Oracle Bills of Material, Oracle Cost Management, Oracle Enterprise
Asset Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle
Quality, and Oracle Work in Process based on the inventory organizations for a
Noetix query user.
The Inventory Organization tab will be available only if:
• You have purchased the global version of Noetix views for at least one of the
following Oracle E-Business Suite modules:
• Bills of Material
• Cost Management
• Enterprise Asset Management
Chapter 5: Noetix Query User Management 153

• Inventory
• Master Scheduling/MRP
• Quality
• Work in Process
• You are not modifying the Oracle Administrative Database User (Type O)
type user.
To control access to data in Noetix views based on inventory organizations:
1. In the Application list, click an application name. The options are Bill of
Materials, Cost Management, Enterprise Asset Management, Inventory, MRP,
Master Sched. & Capacity, Quality, and Work in Process. After you select the
application, the corresponding settings appear in the Settings for the application section.
2. In the Settings for the application section, select one of the
following options:
• Derive from Oracle EBS: Click this option to grant access to inventory
organizations based on the security settings of the Noetix query user in the
selected Oracle application. This option is available only if the Noetix query
user is of the Oracle E-Business Suite Authenticated User (Type A) type or
Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is
also the default option for these users. The inventory organizations that the
user has access to are displayed in the Inventory Organizations list. When
this option is selected, the data on the list cannot be modified.
• Custom: Click this option to grant access to a custom list of inventory
organizations. After you select this option, the Add button will be available.
By default, this option is selected for users of the Noetix System
Administration User (Type N) and Database User (Type U) types. For
information about specifying a custom list of inventory organizations, see
step 3.
IMPORTANT: For allowing users to view data from the Noetix views for the
selected Oracle application, specify all the inventory organizations corresponding
to the roles assigned to the users.
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• All: Click this option to grant access to all the inventory organizations
available in the selected Oracle application. The inventory organizations are
displayed in the Inventory Organizations list. When this option is selected,
the data on the list cannot be modified.
If the data access privileges of the Noetix query users of the Oracle E-Business
Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated
Responsibility (Type R) type change in Oracle E-Business Suite or if row-level
security changes have been made in Oracle E-Business Suite, click Refresh
Security ( ) on the toolbar of the NoetixViews Administrator to update the
changes in NoetixViews. For more information, see Refresh Security for Query
Users.
NOTE: When you click the Refresh Security button, a message is displayed stating that
the process of refreshing the security may take some time.
Chapter 5: Noetix Query User Management 155

3. To specify a custom list of inventory organizations, do the following:
a. Click Add. The Add Inventory Organizations dialog box displays the list of
the inventory organizations that are available in the selected Oracle
application and that are yet to be added to the Inventory Organizations list.
The following columns and options are available in the Add Inventory
Organizations dialog box:
• Show only current user’s Oracle EBS-derived access: Allows you to
view only the inventory organizations that are accessible to the Oracle
E-Business Suite Authenticated User (Type A) type or Oracle E-
Business Suite Authenticated Responsibility (Type R) type user. If you
do not select this check box, you can see all the inventory organizations
that are available in the selected Oracle application.
• Organization: Indicates the inventory organization.
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• Organization ID: Indicates the inventory organization ID.
• Master Organization: Indicates the item master organization.
• Master Organization ID: Indicates the item master organization ID.
• Organization Code: Indicates the inventory organization code.
• Chart of Accounts: Indicates the chart of account for the
corresponding inventory organization.
• COA ID: Indicates the chart of account ID.
• Cost Organization: Indicates the cost organization for the
corresponding inventory organization.
• Cost Organization ID: Indicates the cost organization ID.
• Affected Noetix Roles: Indicates the Noetix roles that have access to the
views corresponding to the inventory organization.
• EBS-Derived: Indicates whether the user can access the inventory
organization in the selected Oracle application.
b. Click a column title to sort the inventory organizations by the entity
represented by the column.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position.
c. Select the check boxes corresponding to the inventory organizations that
you want to assign to the Noetix query user. To select all the inventory
organizations, click Select All.
d. Click OK. You will return to the Inventory Organization tab with the
selected inventory organizations displayed in the Inventory Organizations
list.
e. To remove an inventory organization from the Inventory Organizations list,
select the inventory organization, and click Remove. You can select multiple
records from the list by pressing CTRL.
Chapter 5: Noetix Query User Management 157

11. To assign roles to the Noetix query user, click the Roles tab.
NOTE: The column labels change dynamically based on the version of Oracle E-
Business Suite at your site. For Oracle E-Business Suite versions prior to Release 12, the
labels appear as Set of Books where applicable. For Oracle E-Business Suite Release 12
and later, the labels appear as Ledger.
By default, all role labels appear as selected on the Noetix Role Labels list. The
following columns are available:
• Role Label Name: The label or description for the role. Role labels are
logical groups of related roles that may have different organizational units or
role types. They help you in easily finding the required roles and granting
them to the user.
• Granted Roles: The number of roles granted to the user for the
corresponding role label.
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• Application: The name of the module to which the role belongs, for
example, General Ledger (Oracle General Ledger) and Payables (Oracle
Payables).
• Application ID: The module ID in Oracle E-Business Suite.
You can select a role label to add the corresponding roles or select multiple role
labels. You can select multiple records by pressing CTRL.
To add roles:
1. On the Roles tab, select the required role labels from the Noetix Role Labels
list.
2. Click Add. The Add Noetix Roles dialog box is displayed. The roles
displayed in this dialog box correspond to the selected role labels on the
Noetix Role Labels list and are yet to be assigned to the Noetix query user.
The following are the columns in the Add Noetix Roles dialog box:
• Role Name: The name of the role, as edited during Stage 4.
• Role Type: The type of the role, whether it is a standard, Cross
Operations Extension (XOP), or global role.
Chapter 5: Noetix Query User Management 159

• Application Label: The name of the module for which the role has
been created, for example, GL (General Ledger) and HR (Oracle
Human Resources).
• Description: The description of the role.
• Role Label: The role label corresponding to the role.
• Operating Unit: The operating unit with which the role is associated.
• Inventory Organization: The inventory organization with which the
role is associated.
• Ledger: The ledger with for which the role has been created.
• Business Group: The business group for which the role has been
created.
• Chart of Accounts: The chart of accounts with which the role is
associated.
• Master Organization: The name of the item master organization with
which the role is associated.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position. Click a
column title to sort the roles by the entity represented by the column.
3. Select the check boxes corresponding to the roles that you want to assign to
the Noetix query user. To select all the roles, click Select All. Click OK. You
return to the Roles tab with the selected roles displayed on the Granted
Noetix Roles list.
NOTE: You can click Remove selected to remove the selected roles or Remove all
to remove the roles granted to the user for all role labels.
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IMPORTANT: Be careful while assigning Noetix roles that pertain to Oracle Human
Resources Management System (HRMS) to Noetix query users of the Database User
(Type U) or Noetix System Administration User (Type N) types. These users do not
have a security profile associated with their database user accounts, unless they are
defined as reporting users in Human Resources for the required security profiles.
Therefore, confidential data that is secured in HRMS through security profiles may be
exposed through standard or global Noetix views to these query users if they are not also
set up as reporting users.
12. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab of the Security Manager dialog box.
13. Click OK on the Noetix Query User Maintenance tab to save the changes to the
database.
NOTE: The Regenerate synonym scripts check box on the Noetix Query User
Maintenance tab regenerates the synonym scripts that are used for creating synonyms
for Noetix query users of the Database User (Type U) type. By default, this check box is
selected. Keep this check box selected if you are working in multiple environments (for
example, generating views in a UNIX environment and maintaining query users in a
Microsoft Windows environment).
Create a Noetix Query User Using
the Add Wizard
Use the instructions below if you will be creating a database user before adding it as a
Noetix query user. You can create only database users using the add wizard.
To create a Noetix query user:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. Log on as the Noetix System Administration User.
Chapter 5: Noetix Query User Management 161

3. Click on the NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator) toolbar. Alternatively, on the Tools menu, click
Security Manager. The Security Manager dialog box is displayed. The Noetix
Query User Maintenance tab of the Security Manager dialog box displays the
names and types of the users who have been added as Noetix query users. By
default, you can see the Noetix System Administration User and Oracle
Administrative Database User. The dates on which the Noetix query user accounts
were created and would expire are indicated. For Oracle E-Business Suite
Authenticated User (Type A) and Oracle E-Business Suite Authenticated
Responsibility (Type R) type users, the start and end dates correspond to the start
and end dates of the respective Oracle E-Business Suite users and responsibilities.
Whether query tool optimizing views or synonyms for the views are created for
the users is also indicated.
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4. On the Noetix Query User Maintenance tab, click Add Wizard. The Define
New Noetix Query User Wizard dialog box appears.
Chapter 5: Noetix Query User Management 163

5. On the Start page, click Next to start the wizard. The User Creation Options
page appears.
6. Do one of the following:
• Click Create New User Account to create a database user, and then add the
database user as a Noetix query user. You will need DBA privileges to create
this account. Click Next to continue.
• Click Select Existing User Account if the Noetix query user is to be set up
for an existing database user, Oracle E-Business Suite user, or Oracle E-
Business Suite responsibility. In this case, the user has already been created
and needs to be added as a Noetix query user. Click Next, and proceed to
step 9 to select the user.
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7. If you have clicked the Create New User Account option in the last step, the DBA
Account page appears and prompts you to type the name and password of a user
with DBA privileges. The user must exist on the same instance as your Noetix
System Administration User account; therefore, the Transparent Network
Substrate (TNS) name is already filled in for you. Provide the information, and
click Next. The Create User page appears.
Chapter 5: Noetix Query User Management 165

8. Provide the user name and password of the database user that you want to create
on the Create User page. A dialog box prompts you to confirm the new password.
After providing the user name and password, choose a default and temporary
tablespace for this database user schema. Click Next. After the database user is
successfully created, the User Options page appears. Proceed to step 10.
IMPORTANT: The user name must start with a letter; must not contain double
quotation marks (") or single quotation marks ('); cannot exceed 30 bytes. Also, use
only uppercase letters (A-Z) for the user name. Diacritical marks and characters for
Western European languages can also be typed.
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9. If you have clicked the Select Existing User Account option in step 5, the User
Accounts page appears. This page allows you to select a user type and the
corresponding name of an already existing user that should be added as a Noetix
query user.
a. Click the User Type list to select a user type. Your options are Database
User, Oracle E-Business Suite Authenticated User, and Oracle E-Business
Suite Authenticated Responsibility. On selecting a user type from the User
Type list, the values in the User Name list change to reflect only the user
names corresponding to the user type.
b. Select a user name from the User Name list. Click Next. The User Options
page appears.
Chapter 5: Noetix Query User Management 167

IMPORTANT: If the names of database users selected for adding as Noetix query
users contain lower case or mixed case letters and special characters that are not
supported by Oracle Database, the names should be provided within double
quotation marks when the corresponding users log on to Oracle Discoverer
Desktop.
10. On the User Options page, select a language code for the Noetix query user.
Selecting Default Noetix Language Processing will make the language associated
with the current environment as the default for the user. If that language is not
defined in Oracle E-Business Suite, whichever language was chosen during Stage 4
of the views generation process will be set as the default language.
The Create Query Tool Optimizing Views check box is available for only
Database User (Type U) type users. Selecting this check box at the time of creating
a Database User type user enhances the performance of reporting tools that query
directly from the database rather than their own meta-layers (for example, Noetix
Platform, Microsoft Access, or Crystal Reports).
NOTE: Reporting tools that access their own meta-layers (for example, Oracle
Discoverer’s End User Layer (EUL), SAP BusinessObjects’ Universe, or IBM Cognos'
Catalog) do not benefit from this option. Therefore, do not select this check box while
using any reporting tool that accesses its own meta-layer.
The Create Synonyms check box is available only for Database User (Type U)
type users. To create synonyms for views that are granted to this Noetix query
user, select the Create Synonyms check box. This automatically creates synonyms
for each role granted to this Noetix query user and its subsequent views. This
check box should always be selected unless you specifically choose that the
synonyms not be created.
NOTE: Do not select the check boxes for creating query tool optimizing views and
synonyms if the Noetix query users of the Database User type also own Oracle E-
Business Suite tables. If you do so, you may encounter problems while assigning Noetix
roles to the users.
168 NoetixViews for Oracle E-Business Suite Administrator Guide

Click Next. The Security Rules page appears.
Chapter 5: Noetix Query User Management 169

11. Optionally, set up the query user’s access to data in the views for General Ledger
by using the Security Rules page. For information about this page, see
step 6 of “Add a Noetix Query User Using an Existing User.”
Click Next. The Business Group page appears.
Click Next. The Security Rules page appears.
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12. Optionally, set up the query user’s access to data in the views for Advanced
Benefits, Human Resources, Payroll, and Time and Labor by using the Business
Group page. For information about this page, see step 7 of “Add a Noetix Query
User Using an Existing User.”
Click Next. The Ledger page appears.
Chapter 5: Noetix Query User Management 171

13. Optionally, set up the query user’s access to data in the Noetix views for Assets,
General Ledger, and U.S. Federal Financials by using the Ledger page. For
information about this page, see step 8 of “Add a Noetix Query User Using an
Existing User.”
Click Next. The Operating Unit page appears.
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14. Optionally, set up the query user’s access to data in the Noetix views for Order
Management, Payables, Projects, Purchasing, and Receivables by using the
Operating Unit page. For information, see step 9 of “Add a Noetix Query User
Using an Existing User.”
Click Next. The Inventory Organization page appears.
Chapter 5: Noetix Query User Management 173

15. Optionally, set up the query user’s access to data in the global Noetix views for
Bills of Material, Cost Management, Enterprise Asset Management, Inventory,
Master Scheduling/MRP, Quality, and Work in Process by using the Inventory
Organization tab. For information, see step 10 of “Add a Noetix Query User
Using an Existing User.”
Click Next. The Roles page appears.
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16. Assign roles to the query user by using the Roles page. For information about this
page, see step 11 of “Add a Noetix Query User Using an Existing User.”
Click Next to continue. The Finish page appears.
Chapter 5: Noetix Query User Management 175

17. Click Finish. You will return to the Noetix Query User Maintenance tab of the
Security Manager dialog box, and the new Noetix query user is displayed on the
list. Repeat these steps to create more Noetix query users.
18. Click OK to save the changes in the database.
NOTE: The Regenerate synonym scripts check box on the Noetix Query User
Maintenance tab regenerates the synonym scripts that are used for creating synonyms
for Noetix query users of the Database User (Type U) type. By default, this check box is
selected. Keep this check box selected if you are working in multiple environments (for
example, generating views in a UNIX environment and maintaining query users in a
Microsoft Windows environment).
176 NoetixViews for Oracle E-Business Suite Administrator Guide

Create Noetix Query Users
Using Scripts
The scripts-based method of creating Noetix query users allows you to add multiple
Noetix query users at the same time. You can add existing database users and Oracle E-
Business Suite users and responsibilities as Noetix query users of Database User (Type
U), Oracle E-Business Suite Authenticated User (Type A), and Oracle E-Business Suite
Authenticated Responsibility (Type R) types. Using scripts, you can also create a
database user.
IMPORTANT: The scripts-based method does not allow you to set a translation language,
assign security rules for data in views for Oracle General Ledger, and customize security for
data in views for various Oracle E-Business Suite modules. To work with these features, use
the Noetix Query User Maintenance tab of the Security Manager dialog box.
Add Existing Users as Noetix Query
Users
This procedure allows you to add multiple database users and Oracle E-Business Suite
users and responsibilities as Noetix query users of Database User (Type U), Oracle E-
Business Suite Authenticated User (Type A), and Oracle E-Business Suite
Authenticated Responsibility (Type R) types.
IMPORTANT: This process does not assign roles required by users to access views for Oracle
Advanced Supply Chain Planning, Oracle Process Manufacturing, and Oracle Service
modules.
To add users or responsibilities as Noetix query users:
1. Depending on the operating system that you use, do one of the following to start
an SQL*Plus session:
• On a Windows-based computer, do the following:
a. Log on to NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator).
Chapter 5: Noetix Query User Management 177

. On the Tools menu, click Support > SQL*Plus Prompt from the
NoetixViews Administrator main window. The Oracle SQL*Plus window
appears.
• On a UNIX-based computer, do the following:
a. Change the present working directory to the server directory that contains
the NoetixViews generation scripts.
b. To connect to the database as the Noetix System Administration User and to
start an SQL*Plus session, run the following command at the command
prompt.
sqlplus /@
2. In the SQL*Plus session, run the i_create_sm_users.sql script.
Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each prompt, and press ENTER.
a. Please enter the type of query users you would like to create. Valid values are
A (EBS Mode Users), R (EBS Mode Responsibility Users), or U (Database
Users).
default [A]:
Type “U” to specify the type of user as database user, “A” to specify the type
of user as Oracle E-Business Suite user, and “R” to specify the type of user as
Oracle E-Business Suite responsibility. If you have typed “U” or “R”, go to
step c.
b. If you have typed “A” in the previous step, answer the following prompt:
For EBS Mode users (Type A), you can enter an EBS responsibility here. If
you enter a responsibility name, the list of EBS Mode users will be derived
from the list of EBS users assigned to the EBS responsibility you specify.
Please enter a responsibility here if you want to derive the EBS user list from
the specified responsibility. You may use wildcard characters to specify
multiple responsibilities.
NOTE: If you specify "%" here, then the responsibility user list will not be
used.
*** Wildcard characters such as "_" or "%" are acceptable. ***
default [%]:
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c. Please enter the name(s) of the database user(s) you would like to create.
*** Wildcard characters such as "_" or "%" are acceptable. ***
default [%]:
NOTE: Depending on the type of the user specified to be added in step a, this
prompt displays “database user(s)”, “EBS Mode user(s)”, or “EBS Mode
responsibility user(s)”.
IMPORTANT: For Database User (Type U) type user, ensure that the user
name is provided exactly as it is there in the Oracle database. For Oracle E-
Business Suite Authenticated User (Type A) and Oracle E-Business Suite
Authenticated Responsibility (Type R) type users, ensure that the user name is
provided exactly as created in Oracle E-Business Suite.
d. What default mode of access for Enhanced Security would you like?
For type "A" and "R" users, you can specify "ALL", "EBS", or "NONE".
For type "U" users, you can only specify "ALL" or "NONE".
If the enhanced security is not available, then the "EBS" access mode will be
automatically changed to "NONE".
default [NONE]:
NOTE: If row-level security is available, the default value is “EBS” for Oracle
E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite
Authenticated Responsibility (Type R) type users.
e. What default mode of access for GL Security would you like?
For type "A" and "R" users, you can specify "ALL", "EBS", or "NONE".
For type "U" users, you can only specify "ALL" or "NONE".
If the GL Security is not available, the value specified is populated in the
security manager, but is not used.
default [NONE]:
NOTE: If row-level security is available, the default value is “EBS” for Oracle
E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite
Authenticated Responsibility (Type R) type users.
Chapter 5: Noetix Query User Management 179

f. Create Query Tool optimizing views?
This parameter is ignored if a user type other than "U" is specified.
default [N]:
NOTE: Do not type Y if the Noetix query user owns Oracle E-Business Suite
tables. If you do so, you may encounter problems while assigning Noetix roles to
the user. Also, do not type Y if the Noetix query users use any reporting tool, such
as Oracle Discoverer, that accesses its own meta-layer because they do not benefit
from this option.
g. Create Query User synonyms for views?
This parameter is ignored if a user type other than "U" is specified.
default [N]:
NOTE: Do not create synonyms if the Noetix query users owns Oracle E-
Business Suite tables. If you do so, you may encounter problems while assigning
Noetix roles to the users.
3. Press ENTER, when prompted, to view a list of available roles. The list of
available roles is displayed followed by 10 role name prompts. This will allow you
to assign a role name or a set of role names to the users.
NOTE: For Oracle E-Business Suite Authenticated User (Type A) and Oracle E-
Business Suite Authenticated Responsibility (Type R) type users, you will be prompted
to view a list of role labels. If the list of available role names is large, you will be
prompted to press ENTER more than once to see all the role names.
4. To assign a single role name, type the role name, and press ENTER. To skip a role
name prompt, press ENTER.
NOTE: For Oracle E-Business Suite Authenticated User (Type A) and Oracle E-
Business Suite Authenticated Responsibility (Type R) type users, you need to type the
role labels. Use the percent character to choose all Noetix roles or roles that start with a
prefix (for example, GL%).
5. Verify the information that you entered.
6. Press ENTER, when prompted, to see the selected Oracle E-Business suite
responsibilities.
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7. Press ENTER, when prompted, to see the list of role labels assigned to the
specified users.
NOTE: After this step, the t_create_sm_users.sql script will be automatically generated
that contains all the settings defined for the users or responsibilities.
8. Verify that all the information that you entered is correct. If the information is
incorrect and you want to re-run the script or you want to edit the
t_create_sm_users.sql script and run it manually, exit the SQL*Plus
session (usually by pressing CTRL+C). If the information is correct and you want
to proceed, press ENTER.
9. Repeat steps 2 through 8 if you want to add more users or responsibilities as
Noetix query users.
Create a Database User
This procedure allows you to create a database user in the Oracle database.
To create database users:
1. Change the present working directory to the server directory containing the
NoetixViews for Oracle E-Business Suite (NoetixViews) generation scripts.
2. Using SQL*Plus, connect to the database as a database user with DBA privileges:
connect /@
3. Run the script to create a new database user:
start instuser.sql
4. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and press ENTER.
• Please enter the Oracle User Name for the NoetixViews Query User
IMPORTANT: The user name must start with a letter; must not contain
double quotation marks (") or single quotation marks ('); cannot exceed 30
bytes. Also, use only uppercase letters (A-Z) for the user name. Diacritical marks
and characters for Western European languages can also be typed.
Chapter 5: Noetix Query User Management 181

• Please enter the Oracle User Password for the NoetixViews Query User
• Please enter the Database Connect string
• Please enter the Default Tablespace to create Noetix objects in
• Please enter the Temporary Tablespace to assign the Noetix query user
5. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start over. If the
information is correct, press any key to continue.
6. Repeat these steps for each new user that must be created in the database. When
finished, proceed with the setup instructions mentioned in the following section.
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Modify Noetix Query Users
Modifying query users involves adding or deleting features, adding or deleting roles of
NoetixViews for Oracle E-Business Suite (NoetixViews), and changing access to data
in views for various Oracle E-Business Suite modules.
NOTE: For modifying users, you need to use the Noetix Query User Maintenance tab of the
Security Manager dialog box. However, you can partially modify Database User (Type U)
type users by running the idelqusr.sql script. This script allows you to delete already assigned
roles from the Noetix query user account. For more information, see To delete a Noetix
query user using scripts in “Delete Noetix Query Users.”
To modify the general properties of an existing Noetix query user:
1. On the Noetix Query User Maintenance tab of the Security Manager dialog box
of the NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator), select a Noetix query user, and click Edit. The Properties dialog box appears.
Chapter 5: Noetix Query User Management 183

2. On the General tab of the Properties dialog box, you can
change the language code for the query user. If the user is a Database User (Type
U) type user, you can select or clear the selection for creating query tool
optimizing views or synonyms. However, you cannot change the user type and
user name.
For information about various options on the General tab, see step 5 in “Add a
Noetix Query User Using an Existing User.”
3. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
4. After you have finished changing the general properties of all the required Noetix
query users, click OK to commit the changes to the database.
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To modify access to data in General Ledger for a Noetix query user:
1. Click the Security Rules tab on the Properties dialog box.
This displays the Noetix query user's access to data in views for Oracle General
Ledger.
For information about the Security Rules tab, see step 6 in “Add a Noetix Query
User Using an Existing User.”
2. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
3. Click OK to commit the changes to the database.
Chapter 5: Noetix Query User Management 185

To modify access to data in HRMS for a Noetix query user:
1. Click the Business Group tab on the Properties dialog box to
modify the Noetix query user’s access to data in the Noetix views for Oracle
Advanced Benefits, Oracle Human Resources, Oracle Payroll, and Oracle Time
and Labor.
For information about the Business Group tab, see step 7 in “Add a Noetix Query
User Using an Existing User.”
2. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
3. Click OK to commit the changes to the database.
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To modify query user’s access to data based on ledgers:
1. Click the Ledger tab on the Properties dialog box to modify
the Noetix query user’s access to data in the Noetix views for Oracle Assets, Oracle
General Ledger, and Oracle U.S. Federal Financials.
For information about the Ledger tab, see step 8 in “Add a Noetix Query User
Using an Existing User.”
2. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
3. Click OK to commit the changes to the database.
Chapter 5: Noetix Query User Management 187

To modify the Noetix query user’s access to data based on operating units:
1. Click the Operating Unit tab on the Properties dialog box to
modify the Noetix query user’s access to data in the Noetix views for Assets,
General Ledger, and U.S. Federal Financials.
For information about the Operating Unit tab, see step 9 in “Add a Noetix Query
User Using an Existing User.”
2. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
3. Click OK to commit the changes to the database.
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To modify the Noetix query user’s access to data based on inventory organizations:
1. Click the Inventory Organization tab to modify the Noetix query user’s access to
data in the Noetix views for Bills of Material, Cost Management, Enterprise Asset
Management, Inventory, Master Scheduling/MRP, Quality, and Work in Process.
For information about the Inventory Organization tab, see step 10 in “Add a
Noetix Query User Using an Existing User.”
2. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
3. Click OK to commit the changes to the database.
Chapter 5: Noetix Query User Management 189

To add or delete roles for an existing Noetix query user:
1. Click the Roles tab on the Properties dialog box. The Noetix
roles currently assigned to this Noetix query user will be displayed.
For information about adding or deleting roles on the Roles tab, see step 11 in
“Add a Noetix Query User Using an Existing User.”
2. Click OK on the Properties dialog box. You return to the
Noetix Query User Maintenance tab.
3. When you have finished adding or deleting roles for all the required Noetix query
users, click OK to commit the changes to the database.
190 NoetixViews for Oracle E-Business Suite Administrator Guide

Delete Noetix Query Users
A Noetix query user account can be deleted with the use of the Noetix Query User
Maintenance tab of the Security Manager dialog box or scripts.
IMPORTANT: Using the Noetix Query User Maintenance tab, you can delete only Noetix
query users of the Oracle E-Business Suite Authenticated User (Type A), Oracle E-Business
Suite Authenticated Responsibility (Type R), and Database User (Type U) types. Using
scripts, you can delete only Noetix query users of the Database User (Type U) type. To delete
the database users that are associated with Noetix query users, you need to log on to the
database as a user with DBA privileges.
If you are using Oracle Discoverer, you will need to use Noetix Generator for Oracle
Discoverer (Noetix Generator) to update security in your End User Layer (EUL). For
more information about updating security, see the Noetix Generator for Oracle
Discoverer Administrator Guide. You must select the Remove Business Area Security on
Non-NoetixViews Query Users check box; otherwise, the deleted query user will still
have access to the EUL.
You must be granted the SELECT ANY TABLE privilege to delete a query user.
Chapter 5: Noetix Query User Management 191

To delete a Noetix query user using NoetixViews Administrator:
1. On the Noetix Query User Maintenance tab, select a Noetix query user. To select
multiple Noetix query users, press CTRL, and click the users.
2. Click Remove. A message appears to confirm the same. Click Yes.
NOTE: When you select the Noetix System Administration User (Type N) or an Oracle
Administrative Database User (Type O), that is, the database logon accounts that are
automatically created, the Remove button is unavailable.
3. Click OK to commit the changes. Noetix query user accounts will only be
removed if you click OK to commit the changes to the database.
The user record will be removed, and the query user will no longer have access to
Noetix views.
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To delete a Noetix query user using scripts:
1. Change the present working directory to the server directory containing the
NoetixViews generation scripts.
2. Using SQL*Plus, connect to the database as the Noetix System Administration
User:
connect /@
3. Run the delete user script, idelqusr.sql:
start idelqusr.sql
4. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and press ENTER.
• Please enter the Query User name.
NOTE: Type the name of the Database User (Type U) type user.
• Remove this Query User from NoetixViews?
(Selecting this option will remove all roles and created synonyms.)
Type "Y" to delete the user. Type "N" to remove roles from the user.
If you type "N," you will be prompted to select roles for removal. Press
ENTER to see all the roles assigned to this Noetix query user. If you want to
delete a single role, type its name. If you want to delete all roles, type %.
5. Verify the information that you have typed. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start over. If the
information is correct, press ENTER to continue.
6. Answer the following prompt:
• Do you want to remove additional query users or query user roles?
Type “Y” to remove additional query users or roles. Otherwise, type “N”.
If you typed "Y," repeat steps 4 and 5.
If you typed "N," all the Noetix query users or roles to be deleted are listed.
7. Verify the information. To confirm, press ENTER. To cancel, exit the SQL*Plus
session by pressing CTRL+C.
Chapter 5: Noetix Query User Management 193

If you have deleted roles from a query user record, then the user will no longer have
access to the views pertaining to the removed roles. If you have deleted the user, the
user record will be removed, and the query user will no longer have access to Noetix
views.
Data Security in NoetixViews
The data security model provided in NoetixViews has the following components:
• Authentication: Occurs when business intelligence (BI) tools validate the logon
credentials of the Noetix query users that are generated into the meta-layers or BI
tool users who are linked to Noetix query users of the Oracle E-Business Suite
Authenticated User (Type A) type at the time of logon.
• Object access: Privileges of Noetix query users to access an object, such as a
Noetix view, assigned to them through roles. For information, see Object Access
Permissions.
• Data access: Privileges of Noetix query users or BI tool users who are linked to
Noetix query users of the Oracle E-Business Suite Authenticated User (Type A)
type to access data from Noetix views, such as rows from a Noetix view. For
information, see Data Access Permissions.
Object Access Permissions
Object access permissions define the privileges of Noetix query users to access an
object, such as a Noetix view. In NoetixViews, a Noetix query user's privileges to access
Noetix views is decided based on the roles assigned to the Noetix query user. Roles are
used to manage a Noetix query user's access to a set of Noetix views. NoetixViews
generates roles corresponding to the organizational units, such as business groups,
inventory organizations, ledgers, and operating units, available in an Oracle E-Business
Suite environment during the generation of Noetix views. The Noetix query users who
have been granted a role have access to the Noetix views corresponding to that role.
Roles are assigned to Noetix query users after the generation of Noetix views is
completed.
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When you assign a role to a Noetix query user of the Database User (Type U) type
through the Noetix Query User Maintenance tab of the Security Manager dialog box
in NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator), the role needs to be granted to the Noetix query user in the Oracle
Database for the user to access the views corresponding to the role. When this Noetix
query user logs on to a BI tool, such as Noetix WebQuery (NWQ) or Oracle
Discoverer, the BI tool decides the views that the Noetix query user can access based on
the role granted to the Noetix query user in the Oracle Database. For a Noetix query
user of the Oracle E-Business Authenticated User (Type A) type or Oracle E-Business
Authenticated Responsibility (Type R) type, when you assign a role, the role is granted
to the Noetix query user through the Noetix Query User Maintenance tab of the
Security Manager dialog box in NoetixViews Administrator. When this Noetix query
user logs on to a BI tool, such as Noetix WebQuery (NWQ) or Oracle Discoverer, the
BI tool decides the views that the Noetix query user can access based on the role
granted to the user in the Security Manager dialog box.
In BI tools, such as Oracle Business Intelligence (Oracle BI), the roles granted to
Noetix query users in NoetixViews Administrator has no effect on the Noetix views
that the users can access in these BI tools. This is because these tools do not support
Noetix query users. In these tools, the BI tool administrator decides the access of the
BI tool users to Noetix views after generating the NoetixViews metadata into the metalayer
of the BI tool. By granting a BI tool user access to a folder within the BI tool’s
presentation model, the BI tool user can access all the views in the folder.
NoetixViews provides three types of roles, standard, Cross Operations Extension
(XOP), and global.
In the standard type of role, a single role with a set of views is generated for each active
organizational unit defined in an Oracle E-Business Suite module. When a standard
role is assigned to a Noetix query user, the user can query data only from the
organization unit corresponding to the role.
In the XOP type of role, a single role with a set of views is generated based on the
settings configured for the chart of accounts in an Oracle E-Business Suite module.
Depending on the configuration of the chart of accounts, the number of XOP roles
generated may vary. When an XOP role is assigned to a Noetix query user, the user can
query data from multiple ledgers or sets of books that have the same chart of accounts
or query data from multiple operating units and inventory organizations that share the
same combination of a chart of accounts and an item master organization.
Chapter 5: Noetix Query User Management 195

In the global type of role, a single role with a set of views is generated for all the active
organizational units defined in an Oracle E-Business Suite module. When a global role
is assigned to a Noetix query user, the user can query data from all the organizational
units corresponding to the role subject to the row-level security defined in
NoetixViews Administrator.
Data Access Permissions
NOTE: In Oracle E-Business Suite Release 12, the concept of set of books has been replaced
by ledger. The terms “set of books" and "ledger" refer to the same concept.
Data access permissions define the privileges of Noetix query users or BI tool users who
are linked to Noetix query users of the Oracle E-Business Suite Authenticated User
(Type A) type to access data from Noetix views, such as rows from a Noetix view. In
NoetixViews, the rows returned by the Noetix views for a Noetix query user is decided
based on the row-level security set for the Noetix query user. When row-level security
is applied, the Noetix query user's access to data within Noetix views corresponding to
a role can be further restricted.
The row-level security consists of organizational unit security and application-specific
security. Row-level security is supported in only global versions of the Noetix views for
the following Oracle E-Business Suite modules:
• Oracle Advanced Benefits
• Oracle Assets
• Oracle Bills of Material
• Oracle Cost Management
• Oracle Enterprise Asset Management
• Oracle General Ledger
• Oracle Human Resources
• Oracle Inventory
• Oracle Master Scheduling/MRP
196 NoetixViews for Oracle E-Business Suite Administrator Guide

• Oracle Time and Labor
• Oracle Order Management
• Oracle Payables
• Oracle Payroll
• Oracle Projects
• Oracle Purchasing
• Oracle Quality
• Oracle Receivables
• Oracle U.S. Federal Financials
• Oracle Work in Process
For Noetix query users of the Oracle E-Business Suite Authenticated User (Type A)
and Oracle E-Business Suite Authenticated Responsibility (Type R) types, the
restrictions to access data are applied based on the data access privileges defined in
Oracle E-Business Suite. For Noetix query users of the Database User (Type U) type,
these restrictions are configured by the Noetix System Administration User (Type N)
through NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator). Row-level security is enforced by global views in the database when a
Noetix query user queries data from them. Each global view has an access control list
(ACL) that defines the organizational units that a Noetix query can access. These
organizational units include business groups, ledgers, operating units, and inventory
organizations. When a Noetix query user queries data from global views, global views
validate the user and ACL information and enforce the row-level security on the user.
Additionally, data security similar to row-level security is supported in standard and
XOP versions of Noetix views for General Ledger and U.S. Federal Financials. This
type of security is also supported in standard version of Noetix views for Advanced
Benefits, Human Resources, Time and Labor, and Payroll.
Chapter 5: Noetix Query User Management 197

In Oracle E-Business Suite, an Oracle E-Business Suite user can be assigned multiple
General Ledger responsibilities to which security rules are attached and multiple
Oracle Human Resource Management System (HRMS) responsibilities to which
security profiles are attached. After adding this user as a Noetix query user and
assigning the Derived from Oracle EBS security mode in NoetixViews Administrator,
when the Noetix query user or a BI tool user who is linked to this Noetix query user
queries data from the global version of Noetix views for General Ledger, Advanced
Benefits, Human Resources, Time and Labor, and Payroll through a business
intelligence (BI) tool, the number of rows returned will be further filtered by the
responsibility with which the user logs on.
In BI tools such as NoetixWebQuery (NWQ) and Oracle Discoverer, Noetix query
users of the Oracle E-Business Suite Authenticated User (Type A) type can select a
General Ledger or HRMS responsibility when they log on to these BI tools. After
logging on, if the Noetix query users want to select a different General edger or HRMS
responsibility, they will have to log off from the current user session and then log on to
the BI tool again.
In BI tools such as Oracle Business Intelligence (Oracle BI), BI tool users log on with
the responsibility associated with the Noetix query user of the Oracle E-Business Suite
Authenticated User (Type A) type to which they are linked. After logging on, if the BI
tool users want to select a different General Ledger or HRMS responsibility, they can
run the Noetix Switch Responsibility Tool application to change the responsibility.
This application allows BI tool users to change their General Ledger or HRMS
responsibility without logging off from their current user session.
Organizational Unit Security
Organizational unit security is applied to Noetix query users based on their access to
organizational units. These organizational units include business groups, ledgers,
operating units, and inventory organizations. In the global versions of Noetix views
that support row-level security, the organizational unit security is applied by default.
Additionally, organizational unit security is supported in standard and XOP versions of
Noetix views for U.S. Federal Financials. Organizational unit security can be set up for
the following types of Noetix query users:
• Database User (Type U)
• Oracle E-Business Suite Authenticated User (Type A)
198 NoetixViews for Oracle E-Business Suite Administrator Guide

• Oracle E-Business Suite Authenticated Responsibility (Type R)
• Noetix System Administration User (Type N)
NoetixViews also provides the functionality to override the organizational unit security
defined for the Noetix query users of the Oracle E-Business Suite Authenticated User
(Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) types in
Oracle E-Business Suite.
NoetixViews supports organizational unit security for the global versions of the Noetix
views for the following Oracle E-Business Suite modules:
Oracle E-Business Suite modules
Oracle Advanced Benefits, Oracle
Human Resources, Oracle Time and
Labor, and Oracle Payroll
Oracle Assets, Oracle General Ledger,
and Oracle U.S. Federal Financials
Oracle Order Management, Oracle
Payables, Oracle Projects, Oracle
Purchasing, and Oracle Receivables
Oracle Bills of Materials, Oracle Cost
Management, Oracle Enterprise Asset
Management, Oracle Inventory,
Oracle Master Scheduling/MRP,
Oracle Quality, and Oracle Work in
Process
Organizational unit
Business group
Ledger
Operating unit
Inventory organization
Also, for Oracle E-Business Release 12 and later, global version of Noetix views
support organizational unit security provided by the Multi-Org Access Control
(MOAC) feature for Noetix query users of the Oracle E-Business Authenticated User
(Type A) type.
Chapter 5: Noetix Query User Management 199

Application-Specific Security
Application-specific security is applied over the existing organizational unit based
security applied to Noetix query users. The application-specific security restricts their
access to data in Noetix views based on security rules, security profiles, and budget
access levels. NoetixViews supports application-specific security in global Noetix views
for the following Oracle E-Business Suite modules:
Oracle E-Business Suite modules
Oracle Advanced Benefits, Oracle
Human Resources, Oracle Time and
Labor, and Oracle Payroll
Oracle General Ledger
Oracle U.S. Federal Financials
Application-specific security based on
Security profiles
Security rules for the Accounting key
flexfield
Budget access levels
Application-specific security is also supported in standard and XOP versions of views
for U.S. Federal Financials and General Ledger and in standard version of views for
Human Resources, Advanced Benefits, Payroll, and Time and Labor. By default, for
the standard views of Human Resources, Advanced Benefits, Payroll, and Time and
Labor, application-specific security is defined in Oracle E-Business Suite and cannot be
modified through NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator).
Application-specific security that is applied based on security rules and budget access
levels can be set up for the following Noetix query users:
• Database User (Type U)
• Oracle E-Business Suite Authenticated User (Type A)
• Oracle E-Business Suite Authenticated Responsibility (Type R)
• Noetix System Administration User (Type N)
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Application-specific security that is applied based on security profiles can be set up for
the following Noetix query users:
• Oracle E-Business Suite Authenticated User (Type A)
• Oracle E-Business Suite Authenticated Responsibility (Type R)
NOTE: For Noetix query users of the Database User (Type U) and Noetix System
Administration User (Type N) types, the security profiles will apply only if the Noetix query
users are also defined in Human Resources as reporting users for the security profiles.
NoetixViews also provides the functionality to override the application-specific
security defined for the Noetix query users of the Oracle E-Business Suite
Authenticated User (Type A) and Oracle E-Business Suite Authenticated
Responsibility (Type R) types in Oracle E-Business Suite.
Refresh Security for Query
Users
The data access privileges of Noetix query users are determined by a security data
cache. The settings in the security data cache determines the organizational units for
the views modules that query users can access. In the case of Noetix query users of the
Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite
Authenticated Responsibility (Type R) types, the security data cache stores information
about the access of the corresponding Oracle E-Business Suite users and
responsibilities to organizational units in Oracle E-Business Suite. However, the
default settings can be overridden by the privileges specified in the Noetix Query User
Maintenance tab of the Security Manager dialog box.
The security data cache is initially loaded during Stage 4 of the views generation
process and thereafter refreshed during each regeneration. The security data cache can
also be refreshed to reflect the latest settings in Oracle E-Business Suite through the use
of the Refresh Security icon ( ) on the toolbar of the NoetixViews Administrator or
a scheduled Concurrent Manager job. After Stage 4 of the generation process is
completed, this Concurrent Manager job is automatically created for refreshing the
security in the views. A default schedule for the job is also set up.
Chapter 5: Noetix Query User Management 201

To change this schedule, log on to Oracle E-Business Suite as the XXNAO user, who is
automatically created by NoetixViews and has access to all the NOETIX_SYS schemas
in the Oracle database. You can then view or modify update requests for any
NOETIX_SYS schema.
The following list provides information about the support for security data cache in
NoetixViews:
• In all global version of Noetix views except for the global views for Oracle
Advanced Supply Chain Planning, Oracle Grants, Oracle Process Manufacturing,
Oracle Project Manufacturing, and Oracle Service, the security data cache
maintains row-level security changes and provides the functionality to refresh
organizational unit and application-specific changes.
• In standard and Cross Operations Extension (XOP) versions of views for Oracle
U.S. Federal Financials, the security data cache maintains security changes similar
to row-level security and provides the functionality to refresh organizational unit
and application-specific security changes.
• In standard views for Oracle Advanced Benefits, Oracle Human Resources, Oracle
Payroll, and Oracle Time and Labor, the security data cache maintains
application-specific security changes but does not provide the functionality to
refresh application-specific security changes.
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Provide Row-Level Security in
BI Tools
Row-level security provides the ability to restrict Noetix query user's access to data in
global Noetix views. For the Noetix query users of the Oracle E-Business Suite
Authenticated User (Type A) type, row-level security is automatically configured based
on their data access privileges in Oracle E-Business Suite. For Noetix query users of the
Database User (Type U) type, row-level security is configured manually by the Noetix
System Administration User in NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator). After you define the row-level security for
Noetix query users in NoetixViews Administrator, you can generate the Noetix query
users and their row-level security settings into the meta-layers of Oracle Discoverer and
Noetix WebQuery (NWQ) by using the Noetix Generator application for the
respective business intelligence (BI) tools. When Noetix query users generated in these
BI tools log on to these BI tools and query data from global views, global views validate
the user information and data access privileges of the user to enforce row-level security.
However, BI tools, such as Oracle Business Intelligence (Oracle BI), do not support
row-level security settings defined for Noetix query users because you cannot generate
the Noetix query users and their row-level security settings into the meta-layers of these
BI tools. To support row-level security in these BI tools, you must register a BI tool
user used in Oracle BI and link the user to a Noetix query user of the Oracle E-
Business Suite Authenticated User (Type A) type.
Linking a BI tool user to an existing Oracle E-Business Suite Authenticated User who
has been added as a Noetix query user in NoetixViews Administrator is a two step
process. First, you have to create a BI tool for Oracle BI. After creating a BI tool, you
must select a BI tool user available in the BI tool that you created and link that user to
the Oracle E-Business Suite Authenticated User. For this Oracle E-Business Suite
Authenticated User, you must also select an appropriate responsibility.
The BI Tool User Registration tab of the Security Manager dialog box in
NoetixViews Administrator allows you to create a BI tool and link an Oracle E-
Business Suite Authenticated User to a BI tool user used in Oracle BI.
Chapter 5: Noetix Query User Management 203

Manage BI Tools
Before you register a BI tool user, you need to add BI tools using the Manage BI Tools
dialog box. You can also use this dialog box to modify the settings of BI tools or to
remove BI tools. This topic explains how to add, modify, and remove BI tools.
To add BI tools:
1. On the Tools menu, click Security Manager. Alternatively, click on the
toolbar. The Security Manager dialog box appears.
2. Click the BI Tool User Registration tab.
3. Click Manage BI Tools. The Manage BI Tools dialog box appears.
The BI Tools list in the Manage BI Tools dialog box displays the list of available
BI tools. The following columns are available in this list:
• Friendly Name: Indicates the name specified for the BI tool.
• Type: Indicates the BI tool type.
204 NoetixViews for Oracle E-Business Suite Administrator Guide

• BI Tool URL: Indicates the URL of the server where the BI tool services are
running.
• LDAP Directory: Indicates the Lightweight Directory Access Protocol
(LDAP) directory name or IP address.
NOTE: You need to scroll to the right to see all the information in a row. The width of
columns in the list can be adjusted to see more if required. Select the line between
columns in the header, and drag it to the required position. Also, you can click a
column title to sort the BI tools by the entity represented by the column.
4. In the Manage BI Tools dialog box, click Add. The Add BI Tool dialog box
appears.
5. Do the following:
a. In the Friendly Name box, enter a name for the BI tool. This name is used
during the BI tool user registration process.
Chapter 5: Noetix Query User Management 205

. In the Product Name list, click the BI tool type.
c. In the BI Tool URL box, enter the URL of the server where the BI tool
services are running.
Additionally, you may select the Validate LDAP directory users check box if the
BI tool uses LDAP directory for user authentication. After you select this check
box, do the following:
NOTE: To validate user or browse the LDAP directory, the Noetix System
Administration User must be a member of the LDAP directory and should have logged
on to Windows using domain credentials. If validation process for the LDAP directory
name or IP address specified is not successful, the Noetix System Administration User
can override the validation process when registering a BI tool user used in the BI tool
for which the LDAP directory validation is performed. LDAP directory validation
may fail even after providing the correct value in the event of a temporary network
connectivity issue. In this event, the Noetix System Administration User should verify
with the network administrator that the value specified for LDAP directory is correct.
a. In the LDAP directory box, enter the name or IP address of the LDAP
directory where the users are located. BI tool user names entered in the BI
Tool User Registration tab will be validated against directory entered here.
NOTE: You may have to include the port number also if you are not using the
default port number for the LDAP directory.
b. In the Search Container box, enter the name of the container within the
LDAP directory, or click Browse to select a container.
NOTE: If you do not specify a container and the LDAP directory specified has
many users, the validation process may take a long time.
Click OK. You will return to the Manage BI Tools dialog box after the
changes are saved. The newly added BI tool is listed in the BI Tools list.
6. Click OK. You will return to the BI Tool User Registration tab.
7. Click OK on the Security Manager dialog box to save the changes to the database.
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To modify the settings of BI tools:
1. On the Tools menu, click Security Manager. Alternatively, click on the
toolbar. The Security Manager dialog box appears.
2. Click the BI Tool User Registration tab.
3. Click Manage BI Tools. The Manage BI Tools dialog box appears.
4. In the BI Tools list, select the BI tool that you want to edit, and then click Edit.
The Edit BI Tool dialog box appears.
5. After you modify the details of the selected BI tool, click OK. You will return to
the Manage BI Tools dialog box after the changes are saved.
6. Click OK. You will return to the BI Tool User Registration tab.
7. Click OK on the Security Manager dialog box to save the changes to the database.
To remove BI tools:
1. On the Tools menu, click Security Manager. Alternatively, click on the
toolbar. The Security Manager dialog box appears.
2. Click the BI Tool User Registration tab.
3. Click Manage BI Tools. The Manage BI Tools dialog box appears.
4. In the BI Tools list, select the check box corresponding to the BI tool that you
want to remove, and then click Remove. If the BI tool that you want to remove
has registered BI tool users, a dialog box prompts you to confirm whether you
want to unregister the users and remove the BI tool. Otherwise, a dialog box
prompts you to confirm whether you want to remove the BI tool.
NOTE: You can select more than one BI tool by selecting the corresponding check
boxes. Also, you can select the Select/Deselect All check box to select all the BI tools or
clear the Select/Deselect All check box to clear the selection of all BI tools.
Chapter 5: Noetix Query User Management 207

5. Click Yes. You will return to the Manage BI Tools dialog box after the changes are
saved.
NOTE: If you remove a BI tool that has registered BI tool users on the BI Tool User
Registration tab, the BI tool users associated with the BI tool will also be removed.
6. Click OK. You will return to the BI Tool User Registration tab.
7. Click OK on the Security Manager dialog box to save the changes to the database.
Manage BI Tool Users
After you create a BI tool, you can register a user used in the new BI tool and link the
user to a Noetix query user of the Oracle E-Business Suite Authenticated User (Type
A) type using the BI Tool User Registration tab. If you remove the Noetix query user
linked to a registered BI tool user, the BI tool user will become invalid and cannot be
used. If you want to continue using the BI tool user, you must link the user to a Noetix
query user and assign a responsibility.
This section explains how to register BI tool users, modify the settings of registered BI
tool users, and remove registered BI tool users.
To register BI tool users:
1. On the Tools menu, click Security Manager. Alternatively, click on the
toolbar. The Security Manager dialog box appears.
2. Click the BI Tool User Registration tab.
The Registered BI Tool Users list displays the list of registered BI tool users. You
can list the registered BI tool users for a specific BI tool or for all BI tools by
selecting All BI Tools or the BI tool from the Filter by BI Tool list.
The following columns are available in the list:
• BI Tool User Name: Indicates the name of the registered BI tool user.
• BI Tool: Indicates the BI tool used by the registered BI tool user.
• Oracle EBS Query User: Indicates the name of the Noetix query user linked
to the BI tool user.
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• Responsibility: Indicates the responsibility associated with the Noetix query
user.
• End Date: Indicates the end date for the BI tool user registration.
NOTE: You need to scroll to the right to see all the information in a row. The
width of columns in the list can be adjusted to see more if required. Select the line
between columns in the header, and drag it to the required position. Also, you
can click a column title to sort the BI tools by the entity represented by the
column.
3. Click Register. The Register BI Tool User dialog box appears.
4. Do the following:
a. In the User Name box, enter the name of the BI tool user.
b. In the BI Tool list, click the appropriate BI tool for the BI tool user you have
specified.
c. In the EBS-Authenticated Query User list, click the Noetix query user
whom you want to link to the BI tool user.
d. In the Default Responsibility list, click a responsibility for the Noetix query
user you have selected.
Chapter 5: Noetix Query User Management 209

e. (Optional.) To specify an end date for the BI tool user registration, click the
check box corresponding to the End Date field, then select a date.
NOTE: If you want to add more than one user, select the Register another user
check box.
f. Click OK. A message appears stating that the BI tool user registration was
successful. If the BI tool user is from a BI tool for which you have specified
LDAP validation, the validation is performed when you click OK. If the
user cannot be validated, you may choose to add it anyway.
g. Click OK. You will return to the BI Tool User Registration tab after the
changes are saved and if the Register another user check box is not selected.
The newly registered BI tool user is listed in the Registered BI Tool Users
list.
5. Click OK on the Security Manager dialog box to save the changes to the database.
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To modify the settings of registered BI tool users:
1. On the Tools menu, click Security Manager. Alternatively, click on the
toolbar. The Security Manager dialog box appears.
2. Click the BI Tool User Registration tab.
3. In the Registered BI Tool Users list, select a registered BI tool user, and then click
Edit. The Edit Registration dialog box appears. If you remove the Noetix query
user of the Oracle E-Business Suite Authenticated User (Type A) type linked to
the registered BI tool user, the Oracle EBS Query User and Responsibility
columns will be blank.
4. After you modify the details of the selected BI tool user, click OK. You will return
to the BI Tool User Registration tab after the changes are saved.
5. Click OK on the Security Manager dialog box to save the changes to the database.
To remove registered BI tool users:
1. On the Tools menu, click Security Manager. Alternatively, click on the
toolbar. The Security Manager dialog box appears.
2. Click the BI Tool User Registration tab.
3. In the Registered BI Tool Users list, select the check box corresponding to the BI
tool user that you want to remove, and then click Unregister. A dialog box
prompts you to confirm whether you want to remove the registered BI tool user.
NOTE: You can select more than one BI tool user by selecting the corresponding check
boxes. Also, you can select the Select/Deselect All check box to select all the BI tool users
or clear the Select/Deselect All check box to clear the selection of all the BI tool users.
4. Click Yes. You will return to the BI Tool User Registration tab.
5. Click OK on the Security Manager dialog box to save the changes to the database.
Chapter 5: Noetix Query User Management 211

Update Reporting Tool or EUL
You may need to refresh your query tool when Noetix query users are added, modified,
or deleted, or permissions have been changed. Refer to your query tool’s
documentation for instructions.
If you are using NoetixViews for Oracle E-Business Suite (NoetixViews) with Oracle
Discoverer, you will need to use Noetix Generator for Oracle Discoverer (Noetix
Generator) to update security in your End User Layer (EUL) each time you add,
modify, or delete query users. For more information about updating security, see the
Noetix Generator for Oracle Discoverer Administrator Guide. You must select the
Remove Business Area Security on Non-NoetixViews Query Users check box;
otherwise, deleted query users will still have access to the EUL.
Generate Noetix Query Users
into NQS (When Using Noetix
Platform)
If you are using NoetixViews for Oracle E-Business Suite (NoetixViews) in
conjunction with Noetix Platform, you will need to generate Noetix query users into
Noetix QueryServer (NQS) every time you add, modify, or delete users, or when
permissions have been changed. You can easily generate Noetix query users and their
permissions into NQS by using Noetix Generator for Noetix Platform—Oracle E-
Business Suite Edition (Noetix Generator).
Noetix query users are automatically generated when you run Noetix Generator after
generation. If you make subsequent changes to Noetix query users or security only, you
can use Noetix Generator to generate the changes into NQS. For information, see the
Noetix Generator for Noetix Platform Administrator Guide for Oracle E-Business Suite.
212 NoetixViews for Oracle E-Business Suite Administrator Guide

Chapter 6
Maintenance
This chapter lists the maintenance and configuration tasks for NoetixViews for Oracle
E-Business Suite (NoetixViews).

Overview
The NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) equips you with the tools to perform a number of maintenance tasks
from the administrator’s computer.
Many of the NoetixViews for Oracle E-Business Suite (NoetixViews) maintenance
tasks can also be performed using SQL scripts.
Locate Important
Directories and Files
This section provides information about the location of the important directories and
files that are created in the NoetixViews for Oracle E-Business Suite (NoetixViews)
application folder when you generate, regenerate, or upgrade Noetix views.
When You Generate Noetix Views
After you generate Noetix views on your computer, a base installation directory called
Installs is created in the NoetixViews application folder. The base installation directory
may contain one or more Noetix System Administration User (NOETIX_SYS user)
directories. The NOETIX_SYS user directory name will be in the following format:
_.
IMPORTANT: Administrators should place the NOETIX_SYS user directory in a secure
location and ensure that only authorized individuals have access to this directory because it
contains the tconnect.sql file, which, in turn, contains the connect string and password for
the NOETIX_SYS user. The tconnect.sql file is created when iconnect.sql is run.
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When you run the view generation process for the first time, a NOETIX_SYS user
directory is created in the base installation directory. The NOETIX_SYS user directory
contains the scripts required for generating views and the *.lst files that are created
when the scripts are run.
You can change the base installation directory of the NOETIX_SYS schema. For more
information, see Change Base Installation Directory. If you do not know the location
of the current base installation directory, click About on the Help menu of
NoetixViews Administrator. In the About NoetixViews for Oracle E-Business Suite
Administrator dialog box, you can view the location of the current base installation
directory.
For information about:
• The NOETIX_SYS user directory, see Understand NOETIX_SYS Schema.
• Navigating to the currently connected NOETIX_SYS user’s directory, see Explore
from Here.
• The important UNIX scripts, see Available UNIX Scripts.
• The important SQL and MS-DOS scripts, see Available SQL and MS-DOS
Scripts.
When You Regenerate or Upgrade
Views
Each time you regenerate the views or upgrade the product, backup copies of the
existing tupdprfx.sql, tupdqu1.sql, and tupdqu2.sql files are automatically
created in the backups folder in the installation directory. On a Windows-based
computer, the default path to the backups folder is :\Program
Files\Noetix Corporation\NoetixViews\Installs\. On a UNIXbased
computer, the backups directory is created in the server directory containing the
generation scripts of NoetixViews.
When you perform a regeneration or upgrade, if the backups folder already contains a
backup copy of the tupdprfx.sql, tupdqu1.sql, or tupdqu2.sql file, the existing backup
file is moved to the .hist folder in the backups folder, and the new backup
file is created in the backups folder.
Chapter 6: Maintenance 215

The files in the .hist folder follow a naming convention that comprises three
parts:
__
For example, if the tupdprfx.sql file is backed up for the second time on April 30, 2007
at 04:30 P.M., the following file will be created in the tupdprfx.sql.hist folder:
tupdprfx.sql_20070430_163000
The backup process is used in situations when the existing role prefixes and query user
settings are lost during a regeneration or upgrade. In such situations, you can manually
restore the settings using the backup files to revert to the earlier configuration.The
backup files can also be used when you may have to apply the same role prefixes and
query user settings on NOETIX_SYS schemas in testing and production
environments. The role prefixes and query user settings can be applied only if the
schemas belong to the appropriate Oracle E-Business Suite instance.
NoetixViews Administrator
Tools
The following tools and features are available within the NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator). For information about
other features, on the Help menu, click Help Topics.
To access these tools:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. Locate the tool on the toolbar or on the menu options.
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Change Base Installation Directory
The Change Base Installation Directory tool allows the user to specify the base
installation directory. For example, if the base installation is e:\installs, then new
NOETIX_SYS user directories will be created in e:\installs.
You can only change this option when you are not connected as a user. Click the
Disconnect on the NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator) toolbar before changing your base installation directory.
Chapter 6: Maintenance 217

Explore from Here
The Explore from Here feature opens Microsoft Windows Explorer with the current
directory as the connected user’s NOETIX_SYS user directory.
218 NoetixViews for Oracle E-Business Suite Administrator Guide

Grant Select Any Table/Dictionary
This option allows the user to grant themselves the following:
• SELECT ANY TABLE privilege.
• SELECT ANY DICTIONARY privilege (Oracle Server 9i and later only).
This permission is usually granted during Stage 1 of the generation process and
requires a logon with DBA privileges.
Chapter 6: Maintenance 219

Override Oracle Tool Detection
NoetixViews for Oracle E-Business Suite (NoetixViews) will automatically detect tools
such as SQL*Plus and SQL*Loader when loading the NoetixViews for Oracle E-
Business Suite Administrator (NoetixViews Administrator) and installation software.
On the Tools menu of NoetixViews Administrator, click Override Oracle Tool
Detection to override the detected tools. On the Override Oracle Tool Detection
dialog box, choose the version of SQL*Loader and/or SQL*Plus that you would prefer
to use from the Override Path lists.
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Enable/Disable Administrator
Functionality
By default, the ability to generate NoetixViews and NoetixAnswers and generate the
Noetix Help File (Help Generation) are enabled for the Noetix System Administration
User. On the Tools menu, click Support > Enable Noetix Administrator
Functionality to disable these features, if required.
NOTE: You can also disable these features using scripts. For doing this, using SQL*Plus,
run iguifs.sql. For more information, see Available SQL and MS-DOS Scripts.
When these features are disabled, the menu options and buttons will not be available
in the NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator), preventing users from inadvertently starting a generation of Noetix
Help File. However, this does not prevent users from running the same processes using
scripts.
To change these settings, you must provide valid logon information for a user with
DBA privileges.
Chapter 6: Maintenance 221

You can choose to enable or disable features for all sessions or only the current session.
• Enabling/disabling features for all sessions will affect anyone who logs on with the
user name that is currently used for logging on. This change will affect all future
sessions but not the current session.
• Enabling/disabling features for the current session will temporarily enable or disable
the features for the user name that is currently used for logging on. This
change will affect the current session but not the subsequent sessions.
Administrative Scripts
This section provides information about the script files that can be used to complete a
variety of generation and maintenance tasks pertaining to NoetixViews. A number of
important UNIX, MS-DOS, and SQL scripts are available in the NOETIX_SYS user
directory (by default, :\Program Files\Noetix
Corporation\NoetixViews\Installs\) on a computer running
Microsoft Windows and in the server directory containing the generation scripts of
NoetixViews on a UNIX-based computer.
Available UNIX Scripts
The following is a list of UNIX scripts that you can run on a UNIX-based computer to
complete some important generation and maintenance tasks:
• checkenv.sh: Checks whether the logon user’s environment is ready for
installing, upgrading, or maintaining Noetix views.
• icronenv.sh: Sets up the Cron environment when regenerating views by using
Cron.
• icrontab.sh: Populates the crontab file when regenerating views by using
Cron.
• inst4cron.sh: Starts Stage 4 of the views generation process from Cron.
• setup.sh: Sets up generation scripts and metadata on a Unix-based computer. It
also sets the execute permission on all *.sh, *.bat, @echo, and @goto files.
NOTE: The setup.sh file is applicable for Noetix views generation on a UNIX-based
computer only. This script should be run after all the generation scripts are transferred
to the UNIX-based computer and prior to the views generation.
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Run a UNIX Script
To run a UNIX script:
1. On a UNIX-based computer, change the present working directory to the
directory containing the generation scripts of NoetixViews.
2. Run the required UNIX script. It is advisable that you work with your support
representative to run the appropriate script and complete the specified task.
Available SQL and MS-DOS Scripts
The following is a list of important SQL and MS-DOS script files that can be run on
Windows or UNIX:
• iallhlp.sql: Regenerates the Noetix Help File in the same formats as generated
in the previous generation.
• ianswers.sql: Runs Noetix Answer Builder.
• iappspkg.sql: Installs wrapper packages in the APPS schema that are required
by NoetixViews.
• icomhlp.sql: Generates or regenerates Noetix Help File in the Query Tool
(column comments) Help format.
• iconcmgr.sql: Loads the concurrent program when regenerating views by
using the Concurrent Manager.
• iconnect.sql: Generates the tconnect.sql file. This file is generated based
on the most recent record available for Stage 4 of the views generation process in
the N_VIEW_PARAMETERS table. It is required only if the tconnect.sql
file is missing.
• i_create_sm_users.sql: Adds Oracle database users and Oracle E-Business Suite
users and responsibilities as Noetix query users of Database User (Type U), Oracle
E-Business Suite Authenticated User (Type A), and Oracle E-Business Suite
Authenticated Responsibility (Type R) types.
• idelqusr.sql: Removes Noetix query users of the Database User (Type U)
type and their roles.
• ifix4sts.sql: Overrides the generation errors of Stage 4 of the generation
process. This file can be run only if views have been generated despite errors. Run
this file if you need to run the steps successive to Stage 4 of the generation process,
such as generating answers that cannot be completed if any errors are detected
during Stage 4.
• igetprm.sql: Gathers parameters for unattended regeneration of views using
the Concurrent Manager or Cron.
Chapter 6: Maintenance 223

• igetpw.sql: Gathers passwords for unattended regeneration of views using the
Concurrent Manager or Cron.
• iguifs.sql: Enables or disables the generation stages and/or the Noetix Help
File generation in NoetixViews Administrator.
NOTE: The iguifs.sql script can be run only on Windows.
• ihtmlhlp.sql: Generates or regenerates Noetix Help File in the HTML format.
• imshlp.sql: Generates or regenerates Noetix Help File in the Microsoft Win-
Help format.
• install1.sql: Starts Stage 1 of the generation process.
• install2.sql: Starts Stage 2 of the generation process.
• install3.sql: Starts Stage 3 of the generation process.
• install4.sql: Starts Stage 4 of the generation process.
• instuser.sql: Creates an Oracle database user (if run from a database account
with DBA privileges).
• listchng.sql: Provides information about the changes that have occurred in
the Noetix views since a previous generation. It also displays the changes occurring
in the views due to a NoetixViews upgrade.
• listcnfg.sql: Provides information about your Noetix views generation.
• listinfo.sql: Provides information about the FND configuration in the
Application Object Library (AOL).
• listjoin.sql: Provides a list of Z$ columns that can be used for joins.
• preupd.sql: Performs tasks needed prior to upgrading NoetixViews.
• tupdprfx.sql: Provides information about the role prefixes in your views.
• tupdqu1.sql: Provides information about Noetix query users, such as their
names, types, and start and end dates. Whether query tool optimizing views or
synonyms for the views are created for the users is also indicated.
• tupdqu2.sql: Provides information about Noetix query users, such as their
names, types, and roles. It also contains the assignment of General Ledger and
budget user security for the users.
• inst4cm.prog: Starts Stage 4 of the views regeneration process from the Concurrent
Manager.
• clear.bat: Removes old and extraneous files. You may encounter errors while
generating or regenerating views, or upgrading the product. After the errors are
resolved, run clear.bat, and continue with the generation, regeneration, or
upgrade.
• finderr.bat: Checks a Noetix views generation for errors.
224 NoetixViews for Oracle E-Business Suite Administrator Guide

Run an SQL or MS-DOS Script
You can run an SQL or MS-DOS script on Windows or UNIX. When you are
running these scripts on a computer running Windows, you can call the SQL*Plus or
Support prompt from NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator).
To run an SQL script at the command prompt from NoetixViews Administrator:
1. In NoetixViews Administrator, on the Tools menu, click Support > SQL*Plus
Prompt to open an SQL*Plus session from the NoetixViews Administrator main
window.
2. On the SQL*Plus prompt, run the appropriate script to complete the specified
task. It is advisable that you work with your support representative to run the
appropriate script and complete the specified task.
To run an MS-DOS script at the command prompt from NoetixViews
Administrator:
1. In NoetixViews Administrator, on the Tools menu, click Support > Support
Prompt. This will take you to the command prompt that will allow you to run the
support scripts. The prompt points to the directory that holds the script files
specific to the Noetix System Administration User account that you are connected
to.
Chapter 6: Maintenance 225

2. The prompt is displayed as Noetix Home, to describe the location where all files
related to the Noetix views generation are located. Work with your support
representative to run the appropriate script to complete the specified task.
To run an SQL script on UNIX:
1. Change the present working directory to the server directory containing the
generation scripts of NoetixViews.
2. Using SQL*Plus, connect to the database as the Noetix System Administration
User. To do this, at the SQL prompt, type the following command:
sqlplus /@
3. Run the required SQL script. It is advisable that you work with your support
representative to run the appropriate script and complete the specified task.
To run an MS-DOS script on UNIX:
1. Change the present working directory to the server directory containing the
generation scripts of NoetixViews.
2. Run the required MS-DOS script. It is advisable that you work with your support
representative to run the appropriate script and complete the specified task.
226 NoetixViews for Oracle E-Business Suite Administrator Guide

Resolve Issues in Your
Noetix Views Generation
If there is an issue in your Noetix views generation (for example, if NoetixViews for
Oracle E-Business Suite (NoetixViews) is not functioning correctly or if it is not
returning data as described in the Noetix Help File), a workaround may be provided by
Noetix Technical Support. The workaround is typically in the form of a modified SQL
script that will be placed in the NOETIX_SYS user directory, often overwriting an
existing file. If you need to overwrite an existing file, make a copy of the existing file at
the same location and rename it as .old. Run Stage 4 of the Noetix views
generation process. NoetixViews will use the modified SQL script to change the
affected views to overcome the issue.
Noetix Technical Support retains bug workaround scripts for every NoetixViews
customer, upgrading them as and when necessary. These scripts are available with the
upgraded product software released to the customer, and they smoothly integrate in
the Noetix views generation process. After the issue is formally corrected in the
product, the workaround is retired by Noetix Technical Support.
Chapter 6: Maintenance 227

Refresh Key Flexfield Data
Cache Tables
Key flexfield data cache tables are created, loaded, and indexed during Stage 4 of the
views generation process. However, these tables need to be refreshed if there are any
changes in the segments values or descriptions related to a key flexfield code
combination defined at your site. After Stage 4 of the generation process is completed,
a scheduled Concurrent Manager job is automatically created for refreshing each key
flexfield data cache table. A default schedule for the jobs is also set up on a monthly
basis. You can change this schedule when required.
To change the default schedule for a job:
1. Log on to Oracle E-Business Suite as the XXNAO user, who is automatically
created for handling all objects created in the NOETIX_SYS schemas in the
Oracle database.
2. Select the responsibility required for viewing, scheduling, or submitting the jobs
for refreshing key flexfield data cache tables. By default, the responsibility name is
Noetix Administration Objects.KFF([UID-]).
3. Make the necessary changes to the jobs and resubmit them.
The changes are reflected in the global views after refreshing the data cache tables. For
more information about data cache tables, see Key Flexfield Views in “Versions of
Noetix Views.”
228 NoetixViews for Oracle E-Business Suite Administrator Guide

NoetixViews Customization
The functionality in Oracle E-Business Suite is vast, and Noetix attempts to support
the majority of customer’s operational reporting needs out of the box. However, if the
customer configuration is not supported out of the box, the views can be customized
by modifying the existing scripts in the NOETIX_SYS user directory. NoetixViews for
Oracle E-Business Suite (NoetixViews) uses these modified scripts to generate
customized views at a customer’s site.
The modifications done in the scripts must be approved by Noetix certified personnel
to maintain the supportability of the software. The customer requirements beyond the
NoetixViews design and architecture will be considered customer-specific, and are
typically billable.
This section provides information about the NoetixViews customization and the
Noetix Customization Maintenance (NCM) program. The instructions to customize
NoetixViews in this section must only be performed by certified individuals who are
trained in how to develop, deploy, and maintain hook scripts. The NoetixViews
Customization Certification (NVCC) course is available for customers skilled in SQL
who have a core knowledge of the NOETIX_SYS schema. Passing an exam at the end
of the course is a requirement. The standards specified in NVCC are critical for
maintaining the stability and supportability of your NoetixViews environment. The
Noetix patch framework:
• Makes customized views easier to maintain.
• Enables the corresponding changes to be reflected automatically in the Noetix
Help File.
• Generates the changes automatically in the Oracle Discoverer Business Area or
Noetix Platform if you have the Noetix Generator for Oracle Discoverer (Noetix
Generator) or the Noetix Generator for Noetix Platform—Oracle E-Business
Suite Edition (Noetix Generator) respectively.
Please contact Noetix Technical Support if you require a quote for the views
customizations and do not have certified personnel.
Chapter 6: Maintenance 229

Understand NOETIX_SYS Schema
NOTE: NOETIX_SYS is the default name of the Noetix System Administration User
account created during a new generation of Noetix views. You can choose a different name
for the Noetix System Administration User account during Stage 1 of the Noetix views
generation process. For more information, see Stage 1: Create Noetix System Administration
User Account in “Generation of Views.”
All the NoetixViews objects are contained within the NOETIX_SYS schema on the
database.
NOTE: Oracle DBAs may drop the NOETIX_SYS user with the Cascade option to remove
a generation of Noetix views. Additional steps are necessary to drop the associated database
roles.
The technical customers may want to explore the NOETIX_SYS schema for a better
understanding of how Noetix is able to generate so many customized CREATE VIEW
statements in such a short span of time. If you observe each NOETIX_SYS schema,
you will find a number of NoetixViews template tables called n_view_%_templates
that store generic information common for all customers (hand-crafted metadata
before it has been tailored to your specific Oracle E-Business Suite configuration). You
will also find non-template tables called n_view_% that contain information unique to
the specific Oracle E-Business Suite instance for which the views were generated. This
information is used by the NoetixViews scripts, and the resulting unique CREATE
VIEW statements can be found in the mkview.lst file in the NOETIX_SYS user
directory. The CREATE VIEW statements for views built by the NoetixViews Cross
Operations Extension (XOP) can be found in mkviewx.lst. The CREATE VIEW
statements for views built by the Global extension are found in the mkviewg.lst file.
These mkview%.lst files can be used as a supplemental tool to help your technical
report developers. While the Noetix Help File is ideal to assist end users to navigate
NoetixViews, the mkview.lst file is useful for technical users who want to
understand how each view was built.
IMPORTANT: Do not directly modify the mkview%.sql or mkview%.lst files. These files
are automatically generated during the views generation and are overwritten each time the
views are regenerated or upgraded. More importantly, this type of change would require
customer intervention for the life of the NoetixViews software to keep the reports intact. You
must do the customizations within the Noetix approved methodology as specified in this
section.
230 NoetixViews for Oracle E-Business Suite Administrator Guide

Customize NoetixViews
The customizations, extensions, and bug fixes to NoetixViews can all be accomplished
using a common methodology. There are a number of files in the NOETIX_SYS user
directory that can be replaced with carefully designed files, called hook scripts, to
implement the required changes. A hook script may be developed by Noetix
Engineering, Noetix Technical Support or other individuals who have successfully
completed the NoetixViews Customization Certification (NVCC) course. These hook
scripts affect generation of Noetix views. Hook scripts provide advanced flexibility to
the software by altering the values populated in the Noetix template or non-template
tables to change the resulting CREATE VIEW statements.
Some types of customizations that can be implemented in the views include:
• Adding a column.
• Dropping a column.
• Altering a column or view description.
• Joining a new table to an existing view to generate a completely new view.
• Generating selective views on the basis of specific directives.
Let us consider an example to illustrate a view customization. You want to generate
several copies of the AP_Invoices view based on the combination of your ledger and
operating unit. If you need a column added to this view to meet your reporting
requirements, use a hook script to update the NoetixViews metadata repository with
the new column information. All subsequent regenerations would result in the
AP_Invoices view, the Noetix Help File, and possibly your Discoverer End User Layer
(EUL) with the new column included.
In the same example, if there is a ledger that is no longer used in your organization and
you would prefer not to expose the AP_Invoices view for that ledger, you can suppress
the view generation for that ledger using a suppression hook script. More information
about suppressing your views generation is available in the next section.
Chapter 6: Maintenance 231

Suppress Noetix Views
The entire metadata for supported NoetixViews modules is shipped as .dat files with
the product software. As a result, views for all modules will be generated or upgraded.
The generation of views can be limited by a suppression hook script when the
customers prefer to have separate schemas for some NoetixViews modules. To perform
a suppressed Noetix views generation, the customers will create multiple
NOETIX_SYS user directories and copy the suppression hook script unique to each
schema to the respective NOETIX_SYS user directory before generating the views.
NCM Program
The hook scripts provided by Noetix as customer-requested enhancements are eligible
for maintenance under the Noetix Customization Maintenance (NCM) program.
NCM is an extension to your Noetix Technical Support agreement. The
customizations will be maintained and upgraded as necessary with each Oracle E-
Business Suite and NoetixViews release. The upgraded product software will include
the upgraded customization hook scripts. You do not have to worry for any broken
reports as a result of customization of your NoetixViews because these hook scripts
adhere to the upgrade protection policy.
232 NoetixViews for Oracle E-Business Suite Administrator Guide

Chapter 7
Regeneration of
Views
This chapter details the instructions and information necessary to regenerate Noetix
views, Noetix answers, and the Noetix Help File.

Overview
Periodic maintenance is required to keep your Noetix views generation in
synchronization with your Oracle configuration. Noetix Corporation recommends
frequent regenerations to keep NoetixViews for Oracle E-Business Suite (NoetixViews)
metadata and user accounts synchronized with changes made to your Oracle database
or applications (for example, to pick up security changes or new flexfields). The
frequency with which you regenerate will depend on the frequency of changes you
make in your Oracle environment.
Noetix views must be regenerated in the following situations:
• A significant patch to Oracle E-Business Suite has been applied.
• You have upgraded your Oracle E-Business Suite (if your current version of
NoetixViews supports that version).
• You have upgraded Oracle Database.
• You have added ledgers, operating units, inventory organizations, time categories,
collection plans, or collection plan elements in your Oracle environment.
• The key or descriptive flexfield configuration in Oracle E-Business Suite has
changed, such as a key flexfield structure has been added or modified.
• You have created additional Oracle General Ledger flexfield security rules in
Oracle E-Business Suite on a new segment of the Accounting Flexfield.
• The configuration of the Codes, Lookups, or Types values has changed.
• You have received hook scripts or customizations from Noetix Technical Support,
but not a new product software.
In all of these circumstances, Noetix views must be regenerated to incorporate any
changes made to either NoetixViews or the Oracle configuration.
Should I regenerate, or should I upgrade?
?
• Have you received a new version of NoetixViews? An upgrade
installs a new version of NoetixViews.
• Has your Oracle environment changed or do you need to apply a
patch? A regeneration recreates your NoetixViews metadata after
changes have been made to your database or applications and is often
needed to apply patches from Noetix Corporation as well. This chapter
explains how Noetix views are regenerated.
234 NoetixViews for Oracle E-Business Suite Administrator Guide

When regenerating, you must start with a successful Noetix views generation (that is,
the last time you ran Stages 1 through 4 of the generation process, they must have all
completed successfully). If your generation was not successful, use the steps described
in Option 1: Generate Using NoetixViews Administrator and Option 2: Generate
Using Scripts in “Generation of Views” to complete your generation, or call Noetix
Technical Support. Attempting a regeneration when the initial generation was not
successful may fail and cause you to lose important generation settings.
NOTE: After regenerating the views, to provide Noetix query users the latest views with
appropriate security through query tools, you may need to update the query tool meta-layers
and take additional steps. For information, refer to the documentation of the query tools.
Choose a Regeneration
Method
Noetix views can be regenerated with the use of the NoetixViews for Oracle E-Business
Suite Administrator (NoetixViews Administrator) or scripts. In addition, regenerations
can be scheduled using a Concurrent Manager job or using a UNIX-based Cron job.
You will need to choose the method that will work best for your environment.
Consider the following requirements when making your choice:
• How familiar are you with Noetix views generations and regenerations? If you
do not have much experience administering your NoetixViews for Oracle E-
Business Suite (NoetixViews) environment, you may do best with a wizard-based
regeneration, which provides more information about the prompts asked during
the process.
• What environment or computer do you currently use for administrative tasks? If
you use Microsoft Windows, SQL*Plus, Cron (the UNIX scheduling service), or
the Concurrent Manager (the Oracle scheduling service) for other administrative
tasks, you may want to use a similar process for regenerating NoetixViews.
• Do you need to regenerate outside of business hours? If so, the Cron or
Concurrent Manager methods, which can be scheduled, may work best for you.
Chapter 7: Regeneration of Views 235

• Have you added ledgers, operating units, or inventory organizations to your
Oracle environment? If so, regenerating will create new roles and views for these
new structures. You will need to determine the role prefixes for these new roles,
which can’t be done in a scheduled regeneration method.
The following table lists the considerations for each regeneration method:
Features
Compare Regeneration Methods
NoetixViews
Administrator
Scripts
Concurrent
Manager Job
Cron Job
Runs on
Windows?
Runs on UNIX/
Linux?
Can be scheduled?
Supports editing
role prefixes
during
regeneration?
Can be used
without additional
setup steps?
Can include
NoetixAnswers
regeneration?
Can automatically
compile Windows
help format?
Includes online
help for each
dialog box/
prompt?
236 NoetixViews for Oracle E-Business Suite Administrator Guide

IMPORTANT: If a regeneration fails or is aborted, your next attempt should be done using
the same regeneration method, computer, and NOETIX_SYS user directory. If you switch
regeneration methods after an unsuccessful regeneration, it may be difficult to retain your
Noetix query user accounts and role prefixes.
Option 1: Regenerate Using
NoetixViews Administrator
Regenerating views using the NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator) involves walking through a short series of wizards in the
application used to administer NoetixViews for Oracle E-Business Suite (NoetixViews)
The steps you follow are very similar to the steps used when initially generating
NoetixViews.
This regeneration method is performed using a Microsoft Windows-based client
computer, usually the administrator’s, where NoetixViews Administrator has been
installed. If this computer does not already have NoetixViews Administrator installed,
see Install the Software on Windows in “Installing NoetixViews for Oracle E-Business
Suite” for information about how to install this software.
NOTE: On a Windows-based computer, script-based regeneration of Noetix views is
available for only Stages 2 through 4. To do this, after Stage 1 is completed, click Tools >
Support > SQL*Plus Prompt or click on the toolbar to connect to the database through
SQL*Plus as the Noetix System Administration User and continue with the next stages. For
information about script-based regeneration, see Option 2: Regenerate Using Scripts.
To regenerate Noetix views using NoetixViews Administrator:
1. Log on to NoetixViews Administrator as your existing Noetix System
Administration User account: For information, see Start NoetixViews
Administrator in “Generation of Views.”
2. Refresh generation scripts: When regenerating after the NoetixViews
configuration has changed, the NoetixViews Administrator can confirm that the
collection of scripts in the NOETIX_SYS user directory is appropriate for the
NoetixViews version being implemented. On the Tools menu, click Support >
Refresh Scripts to accomplish this task. This displays information regarding the
version number of the scripts located within your NOETIX_SYS user directory.
Chapter 7: Regeneration of Views 237

3. Complete Stages 2, 3, and 4 of the generation process: Run Stages 2, 3, and 4 of
the views generation process. During Stage 4 of the regeneration of views,
NoetixViews Administrator will detect the previous settings and give you the
option to reuse them in the current generation. Settings include role prefixes and
Noetix query users. To use the existing settings from the database, select Yes on
the displayed wizard page. Do not select No unless directed by Noetix Technical
Support, or if you want to replace the role prefixes and query users in the database
with the ones saved in the tupdprfx.sql, tupdqu1.sql, and tupdqu2.sql
files in the NOETIX_SYS user directory. For more information about the stages
of the generation process, see Option 1: Generate Using NoetixViews
Administrator in “Generation of Views.”
CAUTION: Please note that if you change a role prefix, any reports written against
Noetix views within that role will break. Also, changing the multi-currency option
during a regeneration of views impacts reports written against the views for Oracle
Projects. For information, see Changing the Multi-Currency Option While
Regenerating Noetix Views.
NOTE: If any errors are detected in Stage 4 of the Noetix views regeneration, the
Noetix Help File will not be regenerated. As a workaround, after completing Stage 4 of
the Noetix views regeneration, you must first run the ifix4sts.sql script to override Stage
4 errors, and then manually regenerate the Noetix Help File. The ifix4sts.sql script is
located in your NOETIX_SYS user directory (by default, :\Program
Files\Noetix Corporation\NoetixViews\Installs\).
4. Run the listchng script (optional): This will create a file showing differences
between your previous and new generations.
start listchng.sql
These changes will be contained in the listchng.lst file.
5. Regenerate answers (when using Noetix Platform): You will need to rerun
Noetix Answer Builder. After successfully running Noetix Answer Builder, you
must run Noetix Generator for Noetix Platform—Oracle E-Business Suite
Edition (Noetix Generator) to update your answers, as well as to generate your
query user data into NQS. For more information, see Regenerate Noetix Answers.
238 NoetixViews for Oracle E-Business Suite Administrator Guide

6. Regenerate the Noetix Help File: You will need to regenerate your Noetix Help
File so it will reflect your updated generation. For information about generating
and distributing the Noetix Help File, see Option 1: Regenerate Help Using
NoetixViews Administrator.
7. Update query tools (if needed): Refer to your query tool documentation to see if
your tools or their meta-layers need to be updated. If you are using Noetix
Generator for Oracle Discoverer (Noetix Generator) in conjunction with Oracle
Discoverer, you will need to extract views as described in the Noetix Generator for
Oracle Discoverer Administrator Guide to update your End User Layer (EUL).
Chapter 7: Regeneration of Views 239

Option 2: Regenerate Using
Scripts
Regenerating Noetix views using scripts involves running a series of scripts from
SQL*Plus. The steps you follow are very similar to the steps used when initially
generating Noetix views.
This regeneration method is mainly performed on a UNIX-based computer. If the
NoetixViews for Oracle E-Business Suite (NoetixViews) files and scripts are not
already present on this computer from the earlier generation, see Load the Software on
UNIX in “Installing NoetixViews for Oracle E-Business Suite.”
NOTE: On a Windows-based computer, script-based regeneration of Noetix views is
available for only Stages 2 through 4. To do this, after Stage 1 is completed, click Tools >
Support > SQL*Plus Prompt or click on the toolbar to connect to the database through
SQL*Plus as the Noetix System Administration User and continue with the next stages.
To regenerate Noetix views using scripts:
1. Using SQL*Plus, connect to the database as the existing Noetix System
Administration User:
sqlplus /@
2. Complete Stages 2, 3, and 4 of the generation process: Run Stages 2, 3, and 4 of
the views generation process. When prompted whether to save previous settings,
ensure that you type Yes to save the role prefixes and query user settings in the
database. Do not type No unless directed by Noetix Technical Support, or if you
want to replace the role prefixes and query users in the database with the ones
saved in the tupdprfx.sql, tupdqu1.sql, and tupdqu2.sql files in the
NOETIX_SYS user directory. For more information, see Option 2: Generate
Using Scripts in “Generation of Views.”
CAUTION: Please note that if you change a role prefix, any reports written against
Noetix views within that role will break. Also, changing the multi-currency option
during a regeneration of views impacts reports written against the views for Oracle
Projects. For information, see Changing the Multi-Currency Option While
Regenerating Noetix Views.
240 NoetixViews for Oracle E-Business Suite Administrator Guide

NOTE: If any errors are detected in Stage 4 of the NoetixViews regeneration, the
Noetix Help File will not be regenerated. As a workaround, after completing Stage 4 of
the NoetixViews regeneration, you must first run the ifix4sts.sql script to override Stage
4 errors, and then manually regenerate the Noetix Help File. The ifix4sts.sql script is
located in the same directory where the install4.sql script is present.
3. Run the listchng script (optional): This will create a file showing differences
between your previous and new generations.
start listchng.sql
These changes will be contained in the listchng.lst file.
4. Regenerate answers (when using Noetix Platform): You will need to rerun
Noetix Answer Builder. After successfully running Noetix Answer Builder, you
must run Noetix Generator for Noetix Platform—Oracle E-Business Suite
Edition (Noetix Generator) to update your answers, as well as to generate your
query user data into NQS. For more information, see Regenerate Noetix Answers.
5. Regenerate the Noetix Help File: You will need to regenerate your Noetix Help
File to reflect your updated generation. For information about generating and
distributing the Noetix Help File, see Option 2: Regenerate Help Using Scripts.
6. Update query tools (if needed): Refer to your query tool documentation to see if
your tools or their meta-layers need to be updated. If you are using Noetix
Generator for Oracle Discoverer (Noetix Generator) in conjunction with Oracle
Discoverer, you will need to extract views as described in the Noetix Generator for
Oracle Discoverer Administrator Guide to update your End User Layer (EUL).
Chapter 7: Regeneration of Views 241

Option 3: Regenerate Using
Scheduled Concurrent
Manager Job
Regenerating Noetix views using a scheduled Concurrent Manager job requires a
number of initial tasks to set up the environment and parameters to be used. After this
initial setup is completed, no additional user input is required, and the regenerations
can be scheduled.
NOTE: If you have upgraded NoetixViews for Oracle E-Business Suite (NoetixViews) and
have used the Concurrent Manager earlier to regenerate your views, you need to repeat steps
5 and 6 in Step 1: Set Up Custom Application. Subsequently, you need to perform the
procedures listed in Step 2: Populate Parameter File, Step 3: Populate Password File (for a
standard install environment only), Step 4: Grant Permissions to APPS Objects (for an
Oracle E-Business Suite On Demand Service (EBSO) environment only), Step 5: Define
Concurrent Program, and Schedule Regeneration in Concurrent Manager. You should
perform these procedures only after you have upgraded NoetixViews. For information about
upgrading NoetixViews, see Upgrade the Software in “Installing NoetixViews for Oracle E-
Business Suite.”
This method will involve setting up a Concurrent Manager job from a UNIX
environment.
Initial Setup
The initial setup needs to be done once for each NOETIX_SYS schema. After the
setup has been done, for subsequent regenerations, go to Schedule Regeneration in
Concurrent Manager to start the regeneration.
Initial setup involves the following steps:
• Step 1: Set Up Custom Application
• Step 2: Populate Parameter File
• Step 3: Populate Password File (for a standard install environment only)
• Step 4: Grant Permissions to APPS Objects (for an EBSO environment only)
• Step 5: Define Concurrent Program
242 NoetixViews for Oracle E-Business Suite Administrator Guide

Step 1: Set Up Custom Application
You will need to create the custom application record and directories that will allow
you to use the Concurrent Manager to regenerate Noetix views. This step may need to
be done by a DBA with experience in setting up custom applications.
NOTE: For information about creating the directory, setting up the environment variables,
and creating a program link, see the Oracle E-Business Suite documentation.
To set up the custom application:
1. Log on to the UNIX-based computer as the user associated with the Concurrent
Manager. Usually this is the same user who owns the Concurrent Manager log and
output files. You will be using this account to run the concurrent process.
For the purposes of this document, this user is referred to as noetix_unix.
NOTE: This user can be found by changing to the Oracle E-Business Suite log or
output files directories, using the UNIX commands cd $APPLCSF/$APPLLOG or cd
$APPLCSF/$APPLOUT, and viewing the owners. The owner of the log and output
files is the UNIX user account.
2. In the $APPL_TOP directory, create a TOP directory for the Noetix custom
application—XXNOETIX—that you will register in step 8. This custom
application’s TOP directory, XXNOETIX_TOP, is to be used by the Concurrent
Manager and should be at the same level as the $FND_TOP directory. This
directory structure depends on the operating system and the Oracle E-Business
Suite version that is being used and should include subdirectories such as bin, sql,
and ctl. Ensure that the noetix_unix user has full permissions to this directory.
As part of the custom application directory setup, the environment variables need
to be set in the .env file for the custom application’s TOP directory
structure.
3. Navigate to the bin directory of the XXNOETIX directory you just created, and
create a program link called inst4cm under Host Language Concurrent Programs.
ln -ns $FND_TOP/bin/fndcpesr inst4cm
If you do not have an environment variable set for the $APPL_TOP directory,
you may need to use the absolute path to the bin directory of the $FND_TOP
directory rather than $FND_TOP/bin.
Chapter 7: Regeneration of Views 243

4. Under the XXNOETIX directory, create a /noetix_install_dir directory to be
used exclusively for NoetixViews. This new directory should be at the same level
as the bin directory.
5. Load the NoetixViews scripts into the noetix_install_dir directory following the
steps described in Load the Software on UNIX in “Installing NoetixViews for
Oracle E-Business Suite.”
6. Copy the file inst4cm.prog from the noetix_install_dir to the bin directory
within the XXNOETIX directory structure.
NOTE: After copying the inst4cm.prog file to the XXNOETIX/bin directory, ensure
that you have permissions to run the file.
7. Log on to Oracle E-Business Suite as a user with the System Administrator
responsibility.
8. Register an application with the following values:
• Application: Noetix Custom Application
• Short Name: XXNOETIX
• Base Path: XXNOETIX_TOP
• Description: Noetix Custom Application
9. Set up the standard/EBSO data group for the application with the following
values:
• Application: Noetix Custom Application
• Oracle ID: APPS
• Description: Noetix Custom Application
Step 2: Populate Parameter File
This step will populate a parameter file with default values for all of the information
that Noetix views regeneration will need, such as regeneration options and user names.
These default values appear when you set up your scheduled regeneration jobs (if they
have not been already set up at the time of the previous generation). You can change
them at a later step for each scheduled job you create.
The script you run in this step will gather and validate the parameters and save them to
the noetix_install_dir/autorun/cparam.sql file. You will have to provide all the
244 NoetixViews for Oracle E-Business Suite Administrator Guide

equired parameters (except passwords) for a scheduled regeneration. While scheduling
a regeneration in Concurrent Manager, the Noetix System Administration User
password will be taken from the secured cparam.sql file.
To populate the parameter file:
1. Change the present working directory to the noetix_install_dir directory on the
computer containing the NoetixViews generation scripts.
2. Using SQL*Plus, connect to the database as the Noetix System Administration
User:
sqlplus /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
3. Run the script to gather parameters:
start igetprm.sql
4. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and press ENTER.
• Please enter the password.
• Please enter the name of the database where the user
resides.
NOTE: Type the Transparent Network Substrate (TNS) name of this database.
• What type of unattended install environment do you operate in
(STANDARD or EBSO)?
NOTE: Type STANDARD or EBSO depending on your environment.
• Please enter the default tablespace for the user.
• Please enter the Noetix Administrator Installation Path.
NOTE: Type the full path to the noetix_install_dir directory, to which the
NoetixViews scripts were loaded.
Chapter 7: Regeneration of Views 245

• Please enter the APPS user name.
• Please enter the language used in the install stage 4 processing.
• Should XOP views be installed (if available)? Please answer Y or N.
NOTE: If Cross Operations Extension (XOP) has been purchased, should XOP
views be generated? Valid responses are Y and N.
• Should individual INV views be installed (if available)? Please answer Y or
N.
NOTE: If NoetixViews for Oracle Inventory has been purchased, should
individual views be generated? Valid responses are Y and N.
• Should global INV views be installed (if available)? Please answer Y or N.
NOTE: If NoetixViews for Oracle Inventory has been purchased and multiple
inventory organizations are detected, should global views be generated? Valid
responses are Y and N.
• Should Projects Multi-currency columns be installed (if available)? Please
answer Y or N.
NOTE: If NoetixViews for Oracle Projects has been purchased, Oracle E-
Business Suite 11.5.8 or later detected, and Oracle Projects installed, should the
multi-currency columns be generated? Valid responses are Y and N. Changing
the multi-currency option during a regeneration of views impacts reports written
against the views for Oracle Projects. For information, see Changing the Multi-
Currency Option While Regenerating Noetix Views.
• Should the installation pause for prefix editing? Please answer Y or N.
NOTE: This parameter value is ignored in scheduled regenerations, as prefix
editing is not supported in these methods. Accept the default value; the parameter
will be ignored.
246 NoetixViews for Oracle E-Business Suite Administrator Guide

• Should Database comments be generated? Please answer Y or N.
IMPORTANT: The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must regenerate Query Tool Help only after a
successful regeneration of Noetix views.
• Should Microsoft Help be generated? Please answer Y or N.
• Should HTML Help be generated? Please answer Y or N.
• Should we run Answer Builder? Please answer Y or N.
• Should we run Answer Builder if warning occur in Stage 4? Please answer Y
or N.
• Overwrite configuration files using previous settings from the database?
(Answer Y for Yes or N for No)
NOTE: This parameter value is ignored in scheduled regenerations, and the role
prefixes and settings for Noetix query users will be saved.
• Which stages do you want the installer to run?
NOTE: Choose which type of regeneration you want to schedule, and type A, B,
or H:
A: This option will run Stages 2 through 4 of the generation process and
regenerate answers and the Noetix Help File.
B: This option will run only Noetix Answer Builder and regenerate the answers.
H: The option will regenerate only the Noetix Help File in the formats specified
earlier.
The values you typed will be populated into cparam.sql, and you can continue to
the next step.
Chapter 7: Regeneration of Views 247

Step 3: Populate Password File
IMPORTANT: This step is relevant only if the type of your unattended install environment
is standard. Skip to Step 4 if you have an EBSO environment at your site.
This step populates a password file with the user accounts and passwords that are
required during a regeneration.
The script you run in this step will gather and validate the passwords and save them to
the noetix_install_dir/autorun/cpw.sql file. Permissions are automatically set on this
file so that the passwords are secure and accessible only to the noetix_unix user.
To populate the password file:
1. Change the present working directory to the noetix_install_dir directory on the
computer containing the NoetixViews scripts.
2. Using SQL*Plus, connect to the database as the Noetix System Administration
User:
sqlplus /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
2. Run the script to gather passwords:
start igetpw.sql
3. Type the passwords for the users as required by the script, and then press ENTER.
The list of users that is displayed varies depending on the user configuration at
your site. However, this list usually includes your APPS accounts.
4. Exit SQL*Plus.
The values you typed will be populated into cpw.sql, and you can continue to the
next step.
248 NoetixViews for Oracle E-Business Suite Administrator Guide

Step 4: Grant Permissions to APPS
Objects
IMPORTANT: This step is relevant only if you have an EBSO environment at your site.
Skip to Step 5 if you have a standard environment.
This step is required to grant the NOETIX_SYS user the permissions to the Oracle
APPS schema objects if the version of Oracle E-Business Suite has been upgraded or
any patch has been applied to the APPS schema. If there has not been an upgrade, you
need not perform the following steps, and you can skip to Step 5.
To grant permissions to APPS objects:
1. Using SQL*Plus, log on to the APPS schema.
2. Run the iappspkg.sql script.
3. Run scripts to grant the NOETIX_SYS user the permissions to the APPS schema
objects. These scripts are available with the EBSO support providers. For more
information about these scripts, contact Noetix Technical Support.
Step 5: Define Concurrent Program
This step defines a concurrent program that will be used to run your scheduled Noetix
views regeneration. You will be prompted to type the APPS user name and password,
as well as other necessary information to set up the concurrent program.
To define the concurrent program:
1. Change the present working directory to the noetix_install_dir directory.
2. Using SQL*Plus, connect to the database as the Noetix System Administration
User:
sqlplus /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
3. Run the script to load the concurrent program:
start iconcmgr.sql
Chapter 7: Regeneration of Views 249

4. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and press ENTER.
• Please enter a valid Oracle Apps user account
NOTE: This account is typically APPS.
• Please enter the Oracle User Password for the Apps User
• Please enter the name of the Oracle Application you wish to associate with
this Concurrent Program definition. Use the application_short_name to
define this item.
NOTE: Type the short name of the application that you created in Step 1: Set
Up Custom Application.
• Which Request Group do you want to attach this Concurrent Program to?
NOTE: Type the name of the request group that you want to add the concurrent
program definition to.
• Please enter the name of the Oracle Application you wish to associate with
the Request Group specified above. Use the application_short_name to
define this item.
Answers to the remaining prompts are taken from the choices you made while
performing Step 2: Populate Parameter File. Accept these defaults; you can change
them in each Concurrent Manager job that you run. If some responses are wrong,
you can correct them now; however, it is recommended that you correct the
responses while populating the parameter file.
• What type of unattended install environment do you operate in
(STANDARD or EBSO)?
NOTE: Type STANDARD or EBSO depending on your environment.
• Please enter the NOETIX_SYS user name.
• Please enter the name of the database where the NOETIX_SYS user resides.
NOTE: Type the TNS name of this database.
250 NoetixViews for Oracle E-Business Suite Administrator Guide

• Please enter the default tablespace for the NOETIX_SYS.
• Please enter the NoetixViews Administrator Install Path.
NOTE: Specify the full path to the UNIX directory where the NoetixViews scripts
reside (the noetix_install_dir directory).
5. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (press CTRL+C), and start Step 5 again. If the information
is correct, press any key to continue.
After all the values have been entered, the script will use the parameters you have
entered to define the concurrent program, and you can continue to the next step.
Chapter 7: Regeneration of Views 251

Schedule Regeneration in
Concurrent Manager
To schedule your Noetix views regeneration, you need to submit a Concurrent
Manager request.
IMPORTANT: If you are scheduling a regeneration and think that variables that do not get
displayed by the Concurrent Manager (such as passwords) may have changed since your
initial setup, verify that the parameters and passwords saved in the cparam.sql and cpw.sql
files are still correct. If you need to change the NOETIX_SYS password or other parameters,
perform Step 2: Populate Parameter File again. To change the APPS or other administrative
passwords, perform Step 3: Populate Password File again.
To schedule the Concurrent Manager job:
1. Log on to Oracle E-Business Suite as an Oracle E-Business Suite user with access
to the request group.
2. Submit the request.
3. Type or verify the following values.
• NOETIX_SYS Name
• NOETIX_SYS Database
• Default Tablespace
• NOETIX_SYS Language
• Generate XOP roles?
NOTE: If Cross Operations Extension (XOP) has been purchased, should XOP
views be generated? Valid responses are Y and N.
• Generate Individual Inventory roles?
NOTE: If NoetixViews for Oracle Inventory has been purchased, should
individual views be generated? Valid responses are Y and N.
252 NoetixViews for Oracle E-Business Suite Administrator Guide

• Generate the Global Inventory role?
NOTE: If NoetixViews for Oracle Inventory has been purchased and multiple
inventory organizations are detected, should global views be generated? Valid
responses are Y and N.
• Add the Projects Multi-Currency Columns (11.5.8+ only)?
NOTE: If NoetixViews for Oracle Projects has been purchased, Oracle E-
Business Suite 11.5.8 or later detected, and Oracle Projects installed, should the
multi-currency columns be generated? Valid responses are Y and N. Changing
the multi-currency option during a regeneration of views impacts reports written
against the Projects views. For information, see Changing the Multi-Currency
Option While Regenerating Noetix Views.
• Generate Database Comment Help?
IMPORTANT: The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must regenerate Query Tool Help only after a
successful regeneration of Noetix views.
• Generate Microsoft Help?
• Generate HTML Help?
• Run Noetix Answer Builder?
• Continue to next stage on warnings?
• Generation Option
NOTE: Choose which type of regeneration you want to schedule, and type either
A, B, or H:
A: This option will run Stages 2 through 4 of the generation process and
regenerate answers and the Noetix Help File.
B: This option will run only Noetix Answer Builder and regenerate the answers.
H: The option will regenerate only the Noetix Help File in the formats specified
earlier.
Chapter 7: Regeneration of Views 253

4. Schedule and submit the Concurrent Manager request.
NOTE: If any errors are detected in Stage 4 of the Noetix views regeneration, the
Noetix Help File will not be regenerated. As a workaround, after completing Stage 4 of
the Noetix views regeneration, you must first run the ifix4sts.sql script to override Stage
4 errors and then manually regenerate the Noetix Help File. The ifix4sts.sql script is
located in the same directory where the install4.sql script is present. For information
about manually regenerating the Noetix Help File using scripts, see Option 2:
Regenerate Help Using Scripts.
You may repeat these steps to set up additional Concurrent Manager jobs. View the
status and log of the job in Oracle E-Business Suite to ensure that the regeneration has
been successful. The job can be modified or deleted. For information, refer to the
Oracle E-Business Suite documentation.
254 NoetixViews for Oracle E-Business Suite Administrator Guide

Option 4: Regenerate Using
Scheduled Cron Job
Regenerating Noetix views using Cron, the UNIX scheduling service, requires a
number of initial tasks to set up the environment and parameters to be used. After this
initial setup is completed, regenerations can be run on a scheduled basis with no user
input required.
NOTE: If you have upgraded NoetixViews for Oracle E-Business Suite (NoetixViews) and
have used the Cron earlier to regenerate your views, you need to repeat the last step in Step 1:
Create UNIX User and Directory. Subsequently, you need to perform the procedures listed
in Step 2: Populate Parameter File, Step 3: Populate Password File (for a standard install
environment only), Step 4: Grant Permissions to APPS Objects (for an Oracle E-Business
Suite On Demand Service (EBSO) environment only), Step 5: Set Up Cron Environment,
and Schedule Regeneration in Cron. You should perform these procedures only after you
have upgraded NoetixViews. For information about upgrading NoetixViews, see Upgrade
the Software in “Installing NoetixViews for Oracle E-Business Suite.”
This method will involve setting up a Cron job from a UNIX environment.
Initial Setup
The initial setup needs to be done once for each NOETIX_SYS schema. After this
setup has been done, for subsequent regenerations, go to Schedule Regeneration in
Cron to start the regeneration.
Initial setup involves the following steps:
• Step 1: Create UNIX User and Directory
• Step 2: Populate Parameter File
• Step 3: Populate Password File (for a standard install environment only)
• Step 4: Grant Permissions to APPS Objects (for an EBSO environment only)
• Step 5: Set Up Cron Environment
Chapter 7: Regeneration of Views 255

Step 1: Create UNIX User and
Directory
You will need to create a user account and directory in the UNIX-based computer you
would use for your regeneration tasks.
To create the UNIX user and directory:
1. Create a new UNIX user account exclusively for Noetix administrative tasks.
For the purposes of this document, this account is referred to as noetix_unix, but
you can name the account anything you want.
2. Grant this user account permissions to the crontab file. This is necessary because
you will be using this account to run the Cron job.
3. Log on as the noetix_unix account you have created.
4. Create a directory to be used exclusively for NoetixViews.
For the purposes of this document, this directory will be called noetix_install_dir.
5. Load the NoetixViews scripts into the noetix_install_dir directory following the
steps described in Load the Software on UNIX in “Installing NoetixViews for
Oracle E-Business Suite.”
Step 2: Populate Parameter File
This step will populate a parameter file with default values for all of the information
that Noetix views regeneration will need, such as regeneration options and user names.
These default values appear when setting up your scheduled regeneration jobs (if they
have not been set up at the time of the previous generation). You can change them in a
later step for each scheduled job you create.
The script you run in this step will gather and validate the parameters and save them to
the noetix_install_dir/autorun/cparam.sql file. You will have to provide all the
required parameters (except passwords) for a scheduled regeneration. While scheduling
a regeneration, the Noetix System Administration User password will be taken from
the secured cparam.sql file.
256 NoetixViews for Oracle E-Business Suite Administrator Guide

To populate the parameter file:
1. Change the present working directory to the noetix_install_dir directory on the
computer containing the Noetix views generation scripts.
2. Using SQL*Plus, connect to the database as the Noetix System Administration
User:
sqlplus /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
3. Run the script to gather parameters:
start igetprm.sql
4. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and press ENTER.
• Please enter the password.
• Please enter the name of the database where the user
resides.
NOTE: Type the Transparent Network Substrate (TNS) name of this database.
• What type of unattended install environment do you operate in
(STANDARD or EBSO)?
NOTE: Type STANDARD or EBSO depending on your environment.
• Please enter the default tablespace for the user.
• Please enter the Noetix Administrator Installation Path.
NOTE: Type the full path to the noetix_install_dir directory, to which the
NoetixViews scripts were loaded.
• Please enter the APPS user name.
• Please enter the language used in the install stage 4 processing.
Chapter 7: Regeneration of Views 257

• Should XOP views be installed (if available)? Please answer Y or N.
NOTE: If Cross Operations Extension (XOP) has been purchased, should XOP
views be generated? Valid responses are Y and N.
• Should individual INV views be installed (if available)? Please answer Y or
N.
NOTE: If NoetixViews for Oracle Inventory has been purchased, should
individual views be generated? Valid responses are Y and N.
• Should global INV views be installed (if available)? Please answer Y or N.
NOTE: If NoetixViews for Oracle Inventory has been purchased and multiple
inventory organizations are detected, should global views be generated? Valid
responses are Y and N.
• Should Projects Multi-currency columns be installed (if available)? Please
answer Y or N.
NOTE: If NoetixViews for Oracle Projects has been purchased, Oracle E-
Business Suite 11.5.8 or later detected, and Oracle Projects installed, should the
multi-currency columns be generated? Valid responses are Y and N. Changing
the multi-currency option during a regeneration of views impacts reports written
against the views for Oracle Projects. For information, see Changing the Multi-
Currency Option While Regenerating Noetix Views.
• Should the installation pause for prefix editing? Please answer Y or N.
NOTE: This parameter value is ignored in scheduled regenerations, as prefix
editing is not supported in these methods. Accept the default value; the parameter
will be ignored.
• Should Database comments be generated? Please answer Y or N.
IMPORTANT: The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must regenerate Query Tool Help only after a
successful regeneration of Noetix views.
• Should Microsoft Help be generated? Please answer Y or N.
258 NoetixViews for Oracle E-Business Suite Administrator Guide

• Should HTML Help be generated? Please answer Y or N.
• Should we run Answer Builder? Please answer Y or N.
• Should we run Answer Builder if warning occur in Stage 4? Please answer Y
or N.
• Overwrite configuration files using previous settings from the database?
(Answer Y for Yes or N for No)
NOTE: This parameter value is ignored in scheduled regenerations, and the role
prefixes and settings for Noetix query users will be saved.
• Which stages do you want the installer to run?
NOTE: Choose which type of regeneration you want to schedule, and type A, B,
or H:
A: This option will run Stages 2 through 4 of the generation process and
regenerate answers and the Noetix Help File.
B: This option will run only Noetix Answer Builder and regenerate the answers.
H: The option will regenerate only the Noetix Help File in the formats specified
earlier.
The values you typed will be populated into cparam.sql, and you can continue to
the next step.
Chapter 7: Regeneration of Views 259

Step 3: Populate Password File
IMPORTANT: This step is relevant only if the type of your unattended install environment
is standard. Skip to the Step 4 if you have an EBSO environment at your site.
This step populates a password file with the user accounts and passwords that are
required during a regeneration.
The script you run in this step will gather and validate the passwords and save them to
the noetix_install_dir/autorun/cpw.sql file. Permissions are automatically set on this
file so that the passwords are secure and accessible only to the noetix_unix user.
To populate the password file:
1. Connect to the database, and do the following:
a. Change the present working directory to the noetix_install_dir directory on
the computer containing the NoetixViews scripts.
b. Using SQL*Plus, connect to the database as the Noetix System
Administration User:
sqlplus /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
2. Run the script to gather passwords:
start igetpw.sql
3. Type the passwords for the users as required by the script, and then press ENTER.
The list of users that is displayed will vary depending on the user configuration at
your site. However, this list usually includes your APPS accounts.
4. Exit SQL*Plus.
The values you typed will be populated into cpw.sql, and you can continue to the
next step.
260 NoetixViews for Oracle E-Business Suite Administrator Guide

Step 4: Grant Permissions to APPS
Objects
IMPORTANT: This step is relevant only if you have an EBSO environment at your site.
Skip to Step 5 if you have a standard environment.
This step is required to grant the NOETIX_SYS user the permissions to the Oracle
APPS schema objects if the version of Oracle E-Business Suite has been upgraded or
any patch has been applied to the APPS schema. If there has not been an upgrade, you
need not perform the following steps, and you can skip to Step 5.
To grant permissions to APPS objects:
1. Using SQL*Plus, log on to the APPS schema.
2. Run the iappspkg.sql script.
3. Run scripts to grant the NOETIX_SYS user the permissions to the APPS schema
objects. These scripts are available with the EBSO support providers. For more
information about these scripts, contact Noetix Technical Support.
Step 5: Set Up Cron Environment
The next step is to create an environment script required for the regeneration. The
script you run creates the cronenv.sh file, which is stored in the directory
containing the Noetix views generation scripts. You need to edit and test this file to
ensure that it functions correctly in your environment.
To set up the Cron environment:
1. Change the present working directory to the noetix_install_dir directory.
2. Run the script to set up the environment:
icronenv.sh
This script does not prompt you for any information.
Chapter 7: Regeneration of Views 261

3. With the UNIX editor of your choice, manually edit the cronenv.sh file to suit
your environment. You need to verify that the values listed for your Oracle_SID,
Oracle_BASE, PATH (path to SQL*Plus), and other environment variables are
correct. Modify them if they are incorrect, and then save the file.
4. To test if the environment has been set up correctly, do the following:
a. Type the following at the command prompt to run the cronenv.sh file,
and press ENTER:
. cronenv.sh
b. Type the following at the command prompt to start SQL*Plus and press
ENTER:
sqlplus
If this command successfully starts SQL*Plus, then the environment has been set
up correctly.
5. Exit SQL*Plus.
Schedule Regeneration in Cron
To schedule your NoetixViews regeneration, you need to run a script to add a
regeneration job in the crontab file for your user account.
IMPORTANT: If you are scheduling a regeneration and think that variables that do not get
displayed (such as passwords) may have changed since your initial setup, verify that the
parameters and passwords saved in the cparam.sql and cpw.sql files are still correct. If you
need to change the NOETIX_SYS password or other parameters, perform Step 2: Populate
Parameter File again. To change the APPS or other administrative passwords, perform Step
3: Populate Password File again.
To set up the scheduled Cron job:
1. Change the present working directory to the noetix_install_dir directory.
2. Run the script to create the Cron job:
icrontab.sh
262 NoetixViews for Oracle E-Business Suite Administrator Guide

3. Answer the following prompts. To accept the default value, press ENTER;
otherwise, type a value for each item when prompted, and press ENTER.
• Install XOP Roles?
NOTE: If Cross Operations Extension (XOP) has been purchased, should XOP
views be generated? Valid values are Y and N.
• Install Individual Inventory Roles?
NOTE: If NoetixViews for Oracle Inventory has been purchased, should
individual views be generated? Valid values are Y and N.
• Install Global Inventory Role?
NOTE: If NoetixViews for Oracle Inventory has been purchased and multiple
inventory organizations are detected, should global views be generated? Valid
values are Y and N.
• Create Projects Multi-Currency Columns(11.5.8+)?
NOTE: If NoetixViews for Oracle Projects has been purchased, Oracle E-
Business Suite 11.5.8 or later detected, and Oracle Projects installed, should the
multi-currency columns be generated? Valid values are Y and N. Changing the
multi-currency option during a regeneration of views impacts reports written
against the Projects views. For information, see Changing the Multi-Currency
Option While Regenerating Noetix Views.
• Generate Database Comments?
IMPORTANT: The Query Tool Help format is ideal for advanced users who use
SQL*Plus, TOAD, and similar tools. As the database comments require a large
amount of Oracle tablespace, you must regenerate Query Tool Help only after a
successful regeneration of Noetix views.
• Generate Microsoft Help?
• Generate HTML Help?
• Run Answer Builder (If Answers Purchased)?
• Continue to next stage on warnings?
Chapter 7: Regeneration of Views 263

• Installation Option? Valid values (A,B,H)
NOTE: Choose which type of regeneration you want to schedule, and type A, B,
or H:
A: This option will run Stages 2 through 4 of the generation process and
regenerate answers and the Noetix Help File.
B: This option will run only Noetix Answer Builder and regenerate the answers.
H: The option will regenerate only the Noetix Help File in the formats specified
earlier.
• What are your scheduling options for your Cron Job?
NOTE: Set the schedule for your regeneration by giving values for the following
prompts. To indicate no preference for a prompt, type an asterisk
(*). For example, if you wanted the regeneration to run every day at 11:00 P.M.,
you would type 23 for the hour and an * for every other value.
You must specify an appropriate numeric value for at least one of the following
entries (that is, you cannot type an * for every prompt). If you have any questions
about schedule options, consult the man pages for the crontab file.
What minute of the hour do you want to schedule the cron job? Valid Values (0-
59, or *)
What hour of the day do you want to schedule the cron job? Valid Values (0-23,
or *)
What day of the month do you want to schedule the cron job? Valid Values (1-
31, or *)
What month of the year do you want to schedule the cron job? Valid Values (1-
12, or *)
What day of the week do you want to schedule the cron job? Valid Values (0-6
with 0=Sunday, or *)
4. Verify the information that you have entered. If the information is incorrect, exit
the SQL*Plus session (usually by pressing CTRL+C), and start this stage again. If
the information is correct, press any key to continue.
264 NoetixViews for Oracle E-Business Suite Administrator Guide

An entry will be created in your crontab file.
#n
#n Note: all comments will be included in your cron entry
harmlessly
#n use * for any value to indicate no preference
#n
#n min : minute (0-59),
#n hr : hour (0-23),
#n day : day of the month (1-31),
#n mon : month of the year (1-12),
#n dotw : day of the week (0-6 with 0=Sunday).
#n
#n Use:
#n
#n min hr day mon dotw $noetixdir/inst4cron.sh Y Y Y N N N N
Y Y Y A
#n
#n Sample: 30 23 * * 0 $noetixdir/inst4cron.sh Y Y Y N N N N
Y Y Y A
#n
#n Means 11:30 PM every Sunday
#n
#n Noetix cron entry:
#n
# The following parameters have been entered for the Noetix
Automated Installer
# cron job on DDD MMM DD HH:MM:SS PDT YYYY
# Parameters
# 1 Install XOP Roles - Y
# 2 Install Ind. INV Roles - Y
# 3 Install Global INV Role - Y
# 4 Create Multi-Currency Columns (11.5.8+) - Y
# 5 Gen Database Comments - Y
# 6 Generate Microsoft Help - Y
# 7 Generate HTML Help - Y
# 8 Run Noetix Answer Builder - Y
# 9 Continue to next stage on warnings - Y
# 10 Overwrite Configuration Files in Install Dir - Y
# 11 Installation Option - B
#
0 9 24 10 5 /export/home/users/username/install_dir/
inst4cron.sh Y Y Y Y Y Y Y Y Y Y B
Chapter 7: Regeneration of Views 265

NOTE: If any errors are detected in Stage 4 of the Noetix views regeneration, the
Noetix Help File will not be regenerated. As a workaround, after completing Stage 4 of
the Noetix views regeneration, you must first run the ifix4sts.sql script to override Stage
4 errors and then manually regenerate the Noetix Help File. The ifix4sts.sql script is
located in the same directory where the install4.sql script is present. For information
about manually regenerating the Noetix Help File using scripts, see Option 2:
Regenerate Help Using Scripts.
You may repeat these steps to set up additional scheduled jobs. Each time you run this
script, it will add another regeneration entry to your crontab file.
View Regeneration Status
You can view the status of a regeneration job while it is running, or later, by looking at
the log files. A log file is created for each job that runs, regardless of whether it is
successfully completed. The log file names contain the date and time when the job
started running.
To view the regeneration logs:
1. Navigate to the log directory under the noetix_install_dir directory. You can see a
separate file for each job. The log files are named in the
cron.log format.
2. Open the log file corresponding to the date and time when the job started. You
can view the tasks that have been completed during the run.
3. To view the exit status and errors, scroll to the bottom of the file.
Edit or Delete a Cron Job
If you need to edit a job you have set up (for example, rescheduling a regeneration or
changing the parameters used) or delete it, you can manually edit the job entry in the
crontab file.
To edit or delete a scheduled Cron job:
1. Log on to UNIX as the user who created the job that you want to edit or delete.
2. Change the present working directory to noetix_install_dir/autorun.
266 NoetixViews for Oracle E-Business Suite Administrator Guide

3. Type the following to edit or delete a Cron job:
crontab -e
Press ENTER. An output of all the Cron jobs that the user has created will be
displayed.
4. Navigate to the Noetix regeneration job you want to edit or delete. To quickly
find the beginning of the first Noetix job, search for #n Noetix Cron entry. The
Cron job parameters will be displayed.
5. Edit the job. If you want to delete the job, delete the whole entry (all lines
beginning with #n, as well as the Noetix automated installer parameters).
6. Save the crontab file, and exit.
Chapter 7: Regeneration of Views 267

Regenerate Noetix Answers/
Help File Separately
This section provides information about the tasks to be performed after the
regeneration of views, such as, regenerating Noetix answers and Noetix Help File.
Regenerate Noetix Answers
Answers should be regenerated after the regeneration of views, so that Noetix
QueryServer (NQS) objects, such as query users, are synchronized with the updated
NoetixViews for Oracle E-Business Suite (NoetixViews) metadata.
Answers can be regenerated in the following ways:
• Run Noetix Answer Builder Wizard from NoetixViews for Oracle E-Business
Suite Administrator (NoetixViews Administrator). After the metadata for prebuilt
reports is created, you must generate the metadata into NQS and NWQ.
• Regenerate answers using scripts.
• Use Concurrent Manager or Cron to schedule regeneration.
Option 1: Regenerate Answers
Using NoetixViews Administrator
You can regenerate answers by running Noetix Answer Builder Wizard from
NoetixViews for Oracle E-Business Suite Administrator (NoetixViews Administrator).
After answers have been regenerated, make sure that you run Noetix Generator for
Noetix Platform—Oracle E-Business Suite Edition (Noetix Generator) to generate the
metadata into NQS and NWQ. For more information, see the Noetix Generator for
Noetix Platform Administrator Guide for Oracle E-Business Suite.
This procedure also generates your updated views and query users into NQS and
NWQ.
268 NoetixViews for Oracle E-Business Suite Administrator Guide

To run Noetix Answer Builder from NoetixViews Administrator:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
NoetixViews Administrator welcome dialog box is displayed.
2. On the Tools menu, click Answer Builder or click on the toolbar. The Noetix
Answer Builder Wizard welcome page is displayed. Click Next.
3. On the next page, the Answer Builder check box is selected by default. The check
box is unavailable for selection. Click Next.
Chapter 7: Regeneration of Views 269

NOTE: The Continue if warnings detected check box is displayed only in Stage 4 of the
generation process. The check box is not displayed if you are running Noetix Answer Builder
Wizard after you have completed Stage 4.
4. On the next page, click Finish
5. When the Noetix Answer Builder process is completed successfully, a message is
displayed to inform you the same. Click OK.
After running Noetix Answer Builder successfully, you must run Noetix
Generator for Noetix Platform-Oracle E-Business Suite Edition (Noetix
Generator) on the NQS computer.
.
270 NoetixViews for Oracle E-Business Suite Administrator Guide

Option 2: Regenerate Answers
Using Scripts
To regenerate answers using scripts:
1. Using SQL*Plus, connect to the database as the Noetix System Administration
User (Type N):
connect /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
2. Type start ianswers.sql, and then press ENTER.
NOTE: After the metadata is created successfully, run Noetix Generator for Noetix
Platform—Oracle E-Business Suite Edition (Noetix Generator) to generate metadata
into NQS and NWQ.
Option 3: Regenerate Answers
Using Scheduled Job
To regenerate answers using a scheduled Concurrent Manager or Cron job:
1. Ensure you have completed all the initial setup steps for scheduling a Noetix views
regeneration using Concurrent Manager or Cron:
• For Concurrent Manager, see Initial Setup.
• For Cron, see Initial Setup.
2. Schedule a new job only for regenerating answers. Ensure the following:
• The regeneration process for Noetix views has already been completed
before scheduling the job for regenerating answers,
• When prompted whether to generate answers by running Noetix Answer
Builder, type Y.
• When prompted whether to run Noetix Answer Builder despite warnings in
Stage 4, type Y.
Chapter 7: Regeneration of Views 271

For information about defining a job in the Concurrent Manager, see Schedule
Regeneration in Concurrent Manager. For information about defining a job in Cron,
see Schedule Regeneration in Cron.
Regenerate Noetix Help File
The Noetix Help File should be regenerated when:
• NoetixViews has been upgraded or the views have been regenerated.
• You recognize a need for an additional Noetix Help File format.
During a Noetix views regeneration, you are given the option to regenerate the Noetix
Help File. The Noetix Help File can also be regenerated independently of a Noetix
views regeneration using the instructions in this section. The Noetix Help File can be
regenerated with the use of the NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator), scripts or a scheduled regeneration method.
If you are regenerating the Microsoft WinHelp format, NoetixViews Administrator
can regenerate it in one step, while all other methods will require transferring files to a
Windows-based computer to be compiled using a separate wizard. Instructions for
generating Noetix Help File using each regeneration method can be found in the
following sections.
NOTE: If any errors are detected in Stage 4 of the Noetix views regeneration, the Noetix
Help File will not be regenerated. However, if you intend to override Stage 4 errors and
regenerate the Noetix Help File, you must first run the ifix4sts.sql script and then manually
regenerate the Noetix Help File. If you have regenerated Noetix views using NoetixViews
Administrator, the ifix4sts.sql script is located in your NOETIX_SYS user directory (by
default, C:\Program Files\Noetix
Corporation\NoetixViews\Installs\). If you have regenerated
NoetixViews using scripts, the ifix4sts.sql script is located in the same directory where the
install4.sql script is present.
272 NoetixViews for Oracle E-Business Suite Administrator Guide

Option 1: Regenerate Help Using
NoetixViews Administrator
To regenerate Noetix Help File from NoetixViews Administrator:
1. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The
welcome dialog box is displayed.
2. If prompted, select Use Existing Account, and log on with the user name and
password for the Noetix System Administration User (usually NOETIX_SYS).
Also indicate the TNS name where the Noetix System Administration User
schema resides. NoetixViews for Oracle E-Business Suite Administrator
(NoetixViews Administrator) appears.
3. On the Tools menu, click Generate Online Help. Highlight the help format that
you want to generate. NoetixViews Administrator will perform the processes
necessary to regenerate a help file in the specified format.
4. Publish the Noetix Help File to users as follows, depending on the help formats
generated:
• Publish the Microsoft WinHelp help file, if generated: After the Noetix
Help is generated in the Microsoft WinHelp format, the noetix.hlp file
is located in \\MsHelp,
where is the location where you installed
NoetixViews Administrator and is the name of the
Noetix System Administration User (usually NOETIX_SYS) + _ + the TNS
Name of the database instance on which the user resides.
The noetix.hlp file will need to be moved to a shared server drive and a
shortcut to the shared file placed on the desktop of each Noetix query user’s
computer.
EXAMPLE: C:\Program Files\Noetix Corporation\NoetixViews
Administrator\Installs\NOETIX_SYS_dev.seattle\MsHelp
Chapter 7: Regeneration of Views 273

• Publish the HTML help file, if generated: After the Noetix Help File is
generated in the HTML Help format, the HTML files are located in
\\htmlhelp, where
is the location where you installed NoetixViews
Administrator and is the name of the Noetix System
Administration User (usually NOETIX_SYS) + _ + the TNS Name of the
database instance on which the user resides. Point your browser to
\
\htmlhelp\help\noetix.htm to view the HTML Help.
EXAMPLE: C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\htmlhelp
These HTML files will need to be published on a Web server, and users
must be notified of this location. To publish the files, move the entire
htmlhelp directory tree to a directory on your network that is accessible to
your Web browser. Instruct users to open the /htmlhelp/help/
noetix.htm page using a Web browser.
• The Query Tool Help, if generated, will automatically be available to
those with the applicable tools: No additional steps are necessary.
Option 2: Regenerate Help Using
Scripts
To regenerate help using scripts:
1. Using SQL*Plus, connect to the database as the Noetix System Administration
User (Type N):
connect /@
NOTE: If you are using an instance that is not stored in the ORACLE_SID
environment variable, type @dbconnectstring.
2. At the SQL prompt, type start , and then press ENTER,
where specifies the script file used for generating the Noetix Help
File.
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The following script files are available for Noetix Help File generation:
Help Format
All Help Formats
Microsoft WinHelp Help
HTML Help
Query Tool Help
SQL Script
iallhlp.sql
imshlp.sql
ihtmlhlp.sql
icomhlp.sql
3. Answer any prompts asked by the script.
4. Repeat this step to generate additional help formats, if needed.
The Query Tool Help, if generated, will automatically be available to those with the
applicable tools.
You will need to compile and publish the Microsoft WinHelp help file and publish the
HTML help file, if generated, using the instructions in the following sections.
Compile and Publish Microsoft WinHelp
Format
You will need to compile the Microsoft WinHelp help file using the Noetix Easy Help
Wizard and then publish the help file to users.
The Noetix Easy Help Wizard, which is installed along with NoetixViews for Oracle
E-Business Suite Administrator (NoetixViews Administrator), will transfer the Noetix
Help File for Windows source file (.rtf) from the server to the Windows-based client
computer using the File Transfer Protocol (FTP). The wizard compiles the file and
generates the Noetix Help File locally. After generation, the wizard gives you an option
to create a shortcut for the Noetix Help File on your desktop.
The Noetix Easy Help Wizard can be used if your Windows-based client and the server
computers where you installed NoetixViews Administrator use Transmission Control
Protocol/Internet Protocol (TCP/IP), and the directory where you installed
NoetixViews Administrator is accessible to your FTP server computer.
Chapter 7: Regeneration of Views 275

To transfer and compile the Microsoft WinHelp format:
1. Log on to the Windows computer where NoetixViews Administrator is installed.
2. Click Start > All Programs > NoetixViews > EasyHelp Wizard. The Noetix Easy
Help Wizard appears. Click Next.
3. The next page prompts you for a UNIX user name, password, and URL of the
server on the network to transfer the source file generated during the generation
to a client where it will be compiled. The user specified must have access to the
server directory where the noetix.rtf file exists. Click Next to continue.
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4. The next page displays the path to the installation directory where the scripts and
noetix.rtf file are currently located. Confirm that the installation directory on
the text field is correct. Click Next to continue.
5. The next page displays your choices for the user name, server, and directory where
the scripts and the noetix.rtf file are located. To view the Noetix Help File
after it has been generated, select the check box. Click Finish to transfer and
compile the Noetix Help File.
Chapter 7: Regeneration of Views 277

6. If the help source file (noetix.rtf) is present in
\Installs\MsHelp and you transfer the help source file again
or the generated Noetix Help File (noetix.hlp) is present in the
\Installs\MsHelp and you regenerate the Noetix Help File, a
confirmation message is displayed prompting you to take a backup of the previous
files.
In the message:
• Click Yes to create a backup of the help source file (noetix.rtf) or the
Noetix Help File (noetix.hlp). The backup files will be created in
\Installs\MsHelp\backup. This option is recommended.
• Click No to overwrite the files with the new ones without creating a backup
of the existing files.
IMPORTANT: The backup files in \Installs\
MsHelp\backup will be overwritten on subsequent generation of the Noetix Help File.
You must manually archive the backup files before regenerating the Noetix Help File
using the wizard.
7. After the Noetix Help File is generated, you will have the option of creating a
desktop shortcut to the Noetix Help File on your computer running Windows.
Click Yes, if you want to create a shortcut.
Next, publish the compiled Noetix Help File to users.
To publish the Noetix Help File:
1. Navigate to the noetix.hlp file in
\\MsHelp, where
is the location where you installed NoetixViews
Administrator and is the name of the Noetix System
Administration User (usually NOETIX_SYS) + _ + the TNS Name of the
database instance on which the user resides.
EXAMPLE: C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\MsHelp
2. Move the noetix.hlp file to a shared server drive. (Each time you regenerate
NoetixViews, replace the single version of this file on the server.)
3. Distribute a shortcut to the shared file to all Noetix query users.
278 NoetixViews for Oracle E-Business Suite Administrator Guide

Publish HTML Help Format
The HTML help format does not need to be compiled, but will need to be published
to users.
To publish the HTML help format:
1. Navigate to the htmlhelp directory within the NOETIX_SYS user directory. (You
can point your browser to htmlhelp\help\noetix.htm to view the HTML
Help.)
EXAMPLE: C:\Program Files\Noetix
Corporation\NoetixViews\Installs\NOETIX_SYS_dev.seattle\htmlhelp
2. Publish the files to a Web server or shared server drive. To do this, move the entire
htmlhelp directory tree to a directory on your network that is accessible to your
Web browser.
3. Instruct users to open the noetix.htm page using a Web
browser.
Option 3: Regenerate Help Using
Scheduled Job
To regenerate help using a scheduled Cron or Concurrent Manager job:
1. Ensure you have completed all the initial setup steps for scheduling a Noetix views
regeneration using Cron or the Concurrent Manager:
• For Cron, see Initial Setup.
• For the Concurrent Manager, see Initial Setup.
2. Schedule a new regeneration job only for regenerating the help file. Ensure the
following:
• The regeneration process for Noetix views has already been completed
before scheduling the job for regenerating the help file.
• When prompted whether to generate each format of the help file, type Y for
the help formats you want to generate.
Chapter 7: Regeneration of Views 279

• When prompted for your Generation option, select H for Generate Selected
Help Content Only. When choosing this type of regeneration, the answers
you provide for prompts that do not apply, such as whether to generate
Noetix Cross Operations Extension (XOP) roles, will be ignored. Only the
Noetix Help File will be regenerated.
For information about defining a job in Cron, see Schedule Regeneration in
Cron. For information about defining a job in the Concurrent Manager, see
Schedule Regeneration in Concurrent Manager.
The Query Tool Help, if generated, will automatically be available to those with the
applicable tools.
You will need to compile and publish the Noetix Help File and publish the HTML
help format, if generated, using the instructions in the following sections.
Compile and Publish Microsoft WinHelp
Format
You will need to compile the Microsoft WinHelp help file using the Noetix Easy Help
Wizard and then publish the help file to users.
The instructions to compile and publish the Microsoft WinHelp help file are the same
as mentioned earlier when you had regenerated Noetix Help File using scripts. For
information, see Compile and Publish Microsoft WinHelp Format.
280 NoetixViews for Oracle E-Business Suite Administrator Guide

Chapter 8
Uninstalling the
Software
This chapter describes how to uninstall NoetixViews for Oracle E-Business Suite
(NoetixViews).

Overview
This chapter contains information on how to uninstall NoetixViews for Oracle E-
Business Suite (NoetixViews) from a computer running Microsoft Windows or UNIX.
Uninstall the Software from
Windows
If, for some reason, you need to uninstall NoetixViews for Oracle E-Business Suite
(NoetixViews), you can do so with the NoetixViews Uninstall wizard.
To uninstall NoetixViews:
1. Click Start > All Programs > NoetixViews > Uninstall. The NoetixViews
Uninstall wizard appears.
2. On the Welcome to the NoetixViews Uninstall page, click Next to begin the
uninstallation.
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3. On the Uninstall NoetixViews page, verify the installation path, and click
Uninstall.
Chapter 8: Uninstalling the Software 283

4. On the Uninstalling page, click Next when the button becomes available, which
will be when the uninstallation is complete. You can click Show Details to view
the actions performed by the uninstall wizard. On clicking Show Details, the
detailed information about the uninstallation is displayed.
To copy the log at a point, you can right-click the information and click Copy
Details To Clipboard. You can then paste and save the log in any text-editing
program.
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5. On the Uninstallation Complete page, click Finish. The wizard exits.
NOTE: If any problems occur during the uninstallation process, the details are logged
in the NVAdmMessages.log file created in the installation folder. The uninstallation
process removes only NoetixViews from your computer. However, the NOETIX_SYS
schema in the database will not be affected. Contact your system administrator to drop
the schema.
Chapter 8: Uninstalling the Software 285

Uninstall the Software from
UNIX
For generation of Noetix views on a UNIX-based computer, you only need to copy the
required script files to the installation directory and generate the views using those
scripts. There is no component installed on the computer that needs to be uninstalled.
Therefore, uninstalling NoetixViews for Oracle E-Business Suite (NoetixViews) on a
UNIX-based computer comprises only deleting the Noetix installation directory in
which the scripts were copied and, consecutively, the views generated.
NOTE: This procedure will remove only NoetixViews from the UNIX-based server.
However, the NOETIX_SYS schema in the database will not be affected. Contact your
system administrator to drop the schema.
286 NoetixViews for Oracle E-Business Suite Administrator Guide

Appendix A
Module-Specific
Information
This appendix details additional considerations regarding specific NoetixViews for
Oracle E-Business Suite (NoetixViews) modules and extensions.

NoetixViews for Oracle
General Ledger
NOTE: In Oracle E-Business Suite Release 12, the concept of set of books has been replaced
by ledger. In this guide both “set of books” and “ledger” have been used interchangeably to
refer to the same concept.
NoetixViews for Oracle General Ledger provides some special features not available in
other views. This section describes the additional considerations involved with the
General Ledger views. These considerations involve the extra data security on the
General Ledger views and the views of archived data.
About General Ledger Security
Rules
When a Noetix query user requires access to Noetix views for General Ledger, you
must use the NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator) for assigning the required permissions to the user through security
rules.
Security rules control access to data related to transactions or balances in General
Ledger. These security rules should be predetermined by the Oracle E-Business Suite
administrator before they are assigned to Noetix query users in NoetixViews
Administrator. Assigning security rules to Noetix query users will extend the same
secured access to the General Ledger data for these users as in Oracle E-Business Suite.
IMPORTANT: When the views are generated, the generation procedure copies references to
the security rules into the views. If you add a security rule in Oracle E-Business Suite to a
new segment of the Accounting Flexfield or create a new ledger, the views must be
regenerated before they will incorporate the changes. With any change or addition to security
rules in Oracle E-Business Suite, you should review and update users’ access to General
Ledger data in NoetixViews.
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Each Noetix query user will have one of the following types of access:
• No Access: Prevents the Noetix query user from accessing any General Ledger
data in the Noetix views for General Ledger.
• Full Access: Allows the Noetix query user to access all data in the Noetix views for
General Ledger that are accessible to the user through a role assigned to the user.
• Custom Access: Allows the administrator to customize a user’s access to data in
Noetix views for General Ledger for each combination of a chart of accounts and
ledger by assigning security rules set up in Oracle E-Business Suite.
• Derive from Oracle EBS: Determines access to data in Noetix views for General
Ledger by the security rules assigned to the responsibility the user logs on with.
Records are also filtered by the ledger associated with the responsibility. This
option is available for only Oracle E-Business Suite Authenticated User (Type A)
and Oracle E-Business Suite Authenticated Responsibility (Type R) type users.
This option should not be used for users who need to access Cross Operations
Extension (XOP) views.
If a responsibility is associated with General Ledger, and no security rules have been
assigned to the responsibility in Oracle E-Business Suite, a user with this responsibility
will have access to all the data in secure General Ledger views. This access will be
limited only by the ledger associated with the responsibility, and it will be embedded in
the view itself. This is set up differently for non-General Ledger responsibilities. If a
responsibility is not associated with General Ledger and no security rules have been
assigned to the responsibility in Oracle E-Business Suite, a user with this responsibility
will not have access to data in secure General Ledger views even if they are in Noetix
roles that are assigned to the user. For both General Ledger and non-General Ledger
responsibilities, if the responsibility has General Ledger security rules assigned, the
view will be filtered based on the security rules and ledger assigned to the
responsibility.
For information about how to assign General Ledger security rules, see step 6 in
“Create Noetix Query Users Using GUI” in “Noetix Query User Management.”
Appendix A: Module-Specific Information 289

General Ledger Data Security
Data security, the ability to restrict access to data, is handled in Noetix views for Oracle
General Ledger in three ways:
• Assigning roles to a query user.
• Assigning security rules to a query user.
• Assigning accounts to a budget organization.
Roles
Each ledger in General Ledger has its own set of views and each set is associated with a
role. A role prefix is assigned to each of these sets of views belonging to a specific role.
These role prefixes are assigned during the view generation process.
This is a security feature, since each user can be restricted to accessing data only within
certain ledger. This is done by assigning roles to users. When you assign roles, even the
Noetix System Administration User must have the General Ledger role assigned to
access General Ledger data.
The concept of a role is an Oracle Database feature. The Noetix query users that are
granted a role automatically have access to all the views assigned to that role. Roles are
assigned to Noetix query users after generation. For more information about assigning
roles to Noetix query users, see step 11 in “Add a Noetix Query User Using an Existing
User” in “Noetix Query User Management.”
Security Rules
The second level of security in NoetixViews is based on security rules. NoetixViews
uses the security rules in the same manner in which the concept of flexfield security
rules is implemented in Oracle E-Business Suite. For more information about security
rules, see Oracle documentation.
To use this security method to prevent access to particular accounts for specific Noetix
query users, first define the security rules in the Oracle E-Business Suite Object
Library. These rules allow you to specify ranges of values to be included or excluded for
individual Accounting Flexfield segments. You can set up any number of these rules.
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Although Oracle E-Business Suite allows defining security rules on any flexfield,
NoetixViews uses only rules defined for the Accounting Flexfield.
After you have defined the security rules and generated the views, the next step is to
assign security rules to Noetix query users. When you set up Noetix query users, first
assign them the appropriate roles, and then assign the appropriate General Ledger
security rules. This can be done using the Security Manager dialog box. For more
information about assigning security rules, see step 6 in “Add a Noetix Query User
Using an Existing User” in “Noetix Query User Management.”
When the views are generated, the generation procedure copies references to the
security rules into the views. If you add a security rule in Oracle E-Business Suite to a
new segment of the Accounting Flexfield or create a new ledger, the views must be
regenerated before they incorporate the changes.
With any change or addition to security rules in Oracle E-Business Suite, you should
review and update users’ access to General Ledger data in NoetixViews.
When views are run in the query tool, they dynamically check the security rules that
have been assigned to the user running the query. This ensures that if security rules are
changed for the user in NoetixViews Administrator, the effect is immediate. There is
no need to regenerate views when the security rules are changed.
Budget Organizations
The third type of data security is associated with General Ledger budget organizations.
This security is intended to be used to limit managers to a view of only the ledger data
for which they have budget authority. This can be accomplished by letting managers
have access only to pre-canned queries that are limited to their budget organization.
The creation of budget organizations and the assignment of ranges of accounts to them
is a standard General Ledger feature. Refer to Oracle documentation for more
information.
The GL_Org_Balances, GL_Org_Budgets, and GL_Org_Budget_To_Actuals views
determine, while running, which accounts are authorized for a given budget
organization. No special generation steps are necessary to make these views work.
Appendix A: Module-Specific Information 291

Archived Data
General Ledger has a feature that archives balances and journal entries. This procedure
copies a previous year's data to special archive tables. A separate procedure can purge
the data from these archive tables. The archived views look at this archived data.
These views are not generated if the underlying tables are not available. Unlike most
General Ledger tables, it is not necessary that these tables exist in the Oracle database.
Therefore, the following steps are necessary to create a dummy version of the
appropriate archive tables in the Oracle database.
To archive balances and journal entries:
1. Log on to the Oracle database instance as the General Ledger user.
2. Verify that the archive tables exist by running the archglck.sql script.
3. If these tables do not exist, create them with the archgl.sql script.
If the data in the archive tables has been copied to tape and then purged, it needs to be
restored to these tables before it can be queried. With the archived views, the data does
not have to be re-integrated with the standard balances and journal entry tables before
it can be queried.
IMPORTANT: If you have migrated your Oracle E-Business Suite instance from version
11.5.10.2 to Release 12, you must regenerate the GL_Archived_Balances and
GL_Archived_Je_Lines views after the first time you purge your archived data. Otherwise,
these views will return an error when run. You do not need to regenerate these views after
running the purge process subsequently.
292 NoetixViews for Oracle E-Business Suite Administrator Guide

Summarized Data
The data in the General Ledger is often stored in great details. Therefore, you may
want to summarize it.
One method of retrieving summarized data is to use a query tool to select records for a
range of accounts from views, such as GL_Balances, and then use the sum function of
your query tool. You can use wild cards to specify a range of accounts for which you
want to retrieve the summarized data. Oracle E-Business Suite supports wildcards to
make this process easy. Oracle E-Business Suite uses % as a wild card, while many of
the query tools use *. Depending on how your chart of accounts is structured,
wildcards may be your best option.
For example, let us suppose that all of your accounts in the range 5101 to 5199 roll
into account 5100. You can then sum the balance from the GL_Balances view with the
criterion of account = 51%.
This method becomes somewhat difficult if the account structure has exceptions or is
otherwise complex. General Ledger provides a more flexible way of using parent
account segments to sum any range of account numbers. This is the scheme used in
Financial Statement Generators (FSGs). If you have set up these parent-child relations
for your account number segments, you can summarize data using the General Ledger
views, such as GL_Rollup_Parent_Balances and GL_Rollup_Parent_Budgets.
You can select the data with criteria placed on the parent account segments from the
GL_Rollup_Parent_Balances and GL_Rollup_Parent_Budgets views. These views
summarize the data for all the child accounts. To see what child accounts are associated
to a parent, use the GL_Parent_Child_Values view. As with FSGs, if you see the letter
T in any segment, you can total all the values of that segment.
NOTE: NoetixViews effectively redefines the rollup code T to mean all values for a given
segment. If you have defined T to mean something else, it will be superseded while in
NoetixViews. Your Oracle E-Business Suite definitions are not modified.
To view all the detail accounts and amounts that get rolled up into a parent balance,
use the GL_Parent_Child_Balances or GL_Parent_Child_Budgets view. These views
show you the parent account, each of its child accounts, and their amounts. If you sum
all these amounts, you will get exactly what is in the GL_Rollup_Parent_Balances or
GL_Rollup_Parent_Budgets view.
To find out more about what each view displays, review the Noetix Help File.
Appendix A: Module-Specific Information 293

NoetixViews for Oracle Human
Resources
NoetixViews for Human Resources involves some special considerations that are not
applicable to other NoetixViews for Oracle E-Business Suite (NoetixViews) products.
NoetixViews for Human Resources provides more than 65 views of Oracle E-Business
Suite Human Resources Management System (HRMS) data based on the specific
configuration at your site. The exact number of views at your site depends on how
many special information types (SITs) you have defined and/or how many extra
information types (EITs) are installed at your site. For example, many NoetixViews for
Human Resources customers have more than 100 views.
Each view accesses a predefined set of fields in the database, assigns the data to column
names, and provides the user with a variety of ways to view data. The product is a tool
for the end user to assist in day-to-day Human Resources functions, such as employee
management, recruitment, and payroll processes.
To optimize the product’s performance and maintain the confidentiality of data, those
involved in the generation of views should be familiar with the concepts in this section.
The views for Oracle Human Resources are of two types: standard and global.
Standard views for Human Resources return data for a single business group, and a
Noetix role is generated for each detected business group. In contrast, global views for
Human Resources provide access to all detected business groups in an instance of
Oracle E-Business Suite. While supporting multiple structures of key flexfields, global
views can be accessed through a single set of roles.
294 NoetixViews for Oracle E-Business Suite Administrator Guide

About Access to Human Resources
Data
This section provides information about the roles for NoetixViews for Human
Resources and the security policies supported by those views.
Noetix Roles for Human Resources
NoetixViews uses database roles to group related views and simplify security
administration. A Noetix query user who is granted a role can then query all views in
that role.
For standard views, the following roles are generated for each detected business group:
• HR_HUMAN_RESOURCES: Includes views that return nonconfidential data,
confidential data (except for salary data), and data for extra information types
(EITs) and special information types (SITs). Human Resources supervisors and
those who require broad access to Human Resources data should be granted this
role.
• HR_MANAGER: Includes views that return nonconfidential data and
confidential data (except for salary data). Managers who require limited access to
Human Resources data should be granted this role.
• HR_SALARY_MANAGER: Includes views that return confidential salary data.
• HR_EXTRA_INFO_TYPES: Includes views that return data for EITs.
• HR_SPECIAL_INFO_TYPES: Includes views that return data for SITs.
• HR_USER: Includes views that return nonconfidential data.
For global views, only one set of these roles with the default, configurable prefix of
HRG0_ will be generated.
Appendix A: Module-Specific Information 295

Security Policies in Views for HRMS
The views for Oracle Advanced Benefits, Human Resources, Oracle Payroll, and
Oracle Time and Labor support the following kinds of security policies:
• Application-Specific Security of Human Resources: This security policy is the
default for Noetix query users of the Oracle E-Business Suite Authenticated User
(Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R)
types. For these query users, application-specific security is applied in global views
when no changes are made on the Business Group tab of the
Properties dialog box of the NoetixViews for Oracle E-Business Suite
Administrator (NoetixViews Administrator).
This security policy applies employee data and business group restrictions on
Noetix query users that are similar to the restrictions applied on users in Human
Resources. Employee data restrictions are always determined by the security
profile or global security profile applied to the Noetix query users during logon.
For standard views, the business group is hard-coded in the view and cannot be
changed or overridden. The security profile defined for the Noetix query users of
the Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business
Suite Authenticated Responsibility (Type R) types in Oracle E-Business Suite will
determine their access to data in standard views. For Noetix query users of the
Database User (Type U) and Noetix System Administration User (Type N) types,
the security profiles will apply only if the query users are also defined in Human
Resources as reporting users for the security profiles. The security profiles cannot
be overridden in standard views.
For global views, the business group is determined by the security model and
security profile or global security profile applied to the Noetix query users during
logon. If the Standard Human Resources Management System security model is
used in Human Resources, the business group assigned to the security profile is
used or the business group assigned to the responsibility during logon with the
global security profile is used. If the Security Groups Enabled security model is
used, the business group is indicated by the security group used during logon.
Irrespective of the security model, application-specific security of Human
Resources will result in access to a single business group in the global views. For
Noetix query users of the Database User (Type U) and Noetix System
Administration User (Type N) types, application-specific security of Human
Resources will apply in the global views only when these users are also specified as
reporting users for security profiles in Human Resources.
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In such cases, access to employee data will be determined by the security profiles
to which the reporting users are assigned.
For information about security profiles, global security profiles, responsibilities,
and security groups, see the Oracle documentation.
• Custom Security: Custom security is available for only certain global views for
Advanced Benefits, Human Resources, Payroll, and Time and Labor. Custom
security is established when application-specific security of Human Resources is
overridden through settings on the Business Group tab of the Properties dialog box. Through custom security, you can override the
employee data restrictions of security profiles and global security profiles, allow
access to all business groups within the organization hierarchy of a global security
profile, and create custom lists of accessible business groups.
Appendix A: Module-Specific Information 297

The following table indicates how the settings in Human Resources and on the
Business Group tab of the Properties dialog box collectively
secure data in global views for Advanced Benefits, Human Resources, Payroll, and
Time and Labor:
Table 1: How HRMS Data is Kept Secure
At logon, when
the Noetix
query user has a
Security
profile
Security
profile
Global
security
profile
And it is
Not enforced by Noetix-
Views
Enforced by
NoetixViews
Not enforced by Noetix-
Views
The global view will return
All employee data in all business
groups in the Assigned Business
Groups list on the Business
Group tab
Employee data restricted by the
security profile and the business
group assigned to the security
profile when the Standard HRMS
security model is used so long as
the business group is also in the
Assigned Business Groups list on
the Business Group tab
Or
Employee data restricted by the
security profile and the business
group for the security group used
during logon when the Security
Groups Enabled security model is
used so long as the business group
for the security group is also in
the Assigned Business Groups list
on the Business Group tab
All employee data in all business
groups in the Assigned Business
Groups list on the Business
Group tab
298 NoetixViews for Oracle E-Business Suite Administrator Guide

At logon, when
the Noetix
query user has a
Global
security
profile
And it is
Enforced by
NoetixViews
The global view will return
Employee data restricted by the
global security profile and for the
business group assigned to the
responsibility during logon when
the Standard HRMS security
model is used so long as the business
group is also in the Assigned
Business Groups list on the Business
Group tab 1
Or
Employee data restricted by the
global security profile and the
business group for the security
group used during logon when
the Security Groups Enabled
security model is used so long as
the business group for the security
group is also in the Assigned
Business Groups list on the Business
Group tab 1
Or
Employee data restricted by the
global security profile and for all
business groups in the organization
hierarchy of the global security
profile so long as the business
groups are also in the Assigned
Business Groups list on the Business
Group tab 2
1 The Enforce Oracle HR security profile processing check box and the business
group specified by the user's login session option on the Business Group tab are
selected.
2 The Enforce Oracle HR security profile processing check box and the all business
groups included in the global security profile option on the Business Group tab are
selected.
Appendix A: Module-Specific Information 299

For information about how to control access to data in global views for Advanced
Benefits, Human Resources, Payroll, and Time and Labor, see step 7 in “Add a Noetix
Query User Using an Existing User” in “Noetix Query User Management.”
The following table lists the Noetix views pertaining to Human Resources that provide
secured or customizable access to data:
Table 2: NoetixViews for Oracle Human Resources
View name
HR_Accural_Pln_Hist
HR_Address_Hist
HR_AP_1099_Payments
(available for only United States
legislation)
HR_Applicant_Hist
HR_Ben_Elig_Info
HR_Budgets
HR_Carrier_Asg_Hist
HR_COBRA_Prem_Stat
(available for only United States
legislation)
HR_COBRA_Track
(available only for United States
legislation)
HR_Contact_Hist
HR_Contingent_Worker_Info
HR_EI_Academic_Rank
HR_EI_Asg_Ben_Derived
HR_EI_Asg_Federal
HR_EI_Asg_Locality
HR_EI_Asg_Types
HR_EI_GHR_Probations
Human Resources security profile applied
at:
Any level
Person and Organization levels
Person level
Person, Assignment, and Vacancy levels
Position, Person, and Assignment levels
Position level
Security level
Position level
Position level
Person level
Any level
Person level
Person level
Person level
Person level
Position, Person, and Assignment levels
Person level
300 NoetixViews for Oracle E-Business Suite Administrator Guide

View name
HR_EI_GHR_Sep_Retire
HR_EI_Job_Types
HR_EI_Loc_Types
HR_EI_Per_Types
HR_EI_Pos_Types
HR_EI_US_Add_Details
(available for only United States
legislation)
HR_EI_US_Passport_Dtls
(available for only United States
legislation)
HR_EI_US_Visa_Dtls
(available for only United States
legislation)
HR_Element_Links
HR_Emp_Absence_Hist
HR_Emp_ADA_Info
(available for only United States
legislation)
HR_Emp_Asg_Details
HR_Emp_Assign_Costs
HR_Emp_Assign_Costs_Hist
HR_Emp_Assign_Hist
HR_Emp_Ben_Health
HR_Emp_Ben_Others
HR_Emp_Beneficiary
HR_Emp_Element_Entry_Vals
HR_Emp_Emergency
Human Resources security profile applied
at:
Person level
Any level
Any level
Person level
Any level
Person level
Person level
Person level
Person, Organization, and Payroll level
Person and Assignment levels
Person level
Person and Assignment levels
Organization, Person, and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person level
Person and Assignment levels
Person and Assignment levels
Appendix A: Module-Specific Information 301

View name
HR_Emp_Ethnic_Info
(available for only United States
legislation)
HR_Emp_Headcnt_Hist
HR_Emp_Headcounts
HR_Emp_Info
HR_Emp_LOS
HR_Emp_Reviews
HR_Emp_Sal_Analysis
HR_Emp_Sal_Hist
HR_Emp_Sal_Pro_Current
HR_Emp_Sal_Pro_Hist
HR_Emp_Tax_Details
(available for only United States
legislation)
HR_Emp_Terms_Hist
HR_Emp_Total_Comp
HR_Emp_Veteran_Info
(available for only United States
legislation)
HR_Emp_Work_Hist
HR_Emp_Xfers_Hist
HR_New_Hire_Hist
HR_Oth_Headcnt_Hist
HR_Pay_Scales
HR_People_Grp_Hist
HR_Person_Hist
HR_Phones_Hist
HR_Pos_Hierarchies
Human Resources security profile applied
at:
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person level
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Organization, Person, and Assignment levels
Person and Assignment levels
Any level
Person and Assignment levels
Person and Assignment levels
Person level
Position level
302 NoetixViews for Oracle E-Business Suite Administrator Guide

View name
HR_Pos_Requirements
HR_Req_Vac_Track
HR_Schools_Attended
HR_SI_Type
HR_Turnover_Hist
HR_Vac_Job_Match
HR_Vac_Pos_Match
HR_Accural_Pln_Hist
HR_Address_Hist
Human Resources security profile applied
at:
Position level
Position and Vacancy levels
Any level
Person level
Organization, Person, and Assignment levels
Position and Vacancy levels
Person, Position, and Vacancy levels
Any level
Person and Organization levels
Appendix A: Module-Specific Information 303

The following table lists the Noetix views pertaining to Advanced Benefits that provide
secured or customizable access to data:
Table 3: NoetixViews for Oracle Advanced Benefits
View name
BEN_COBRA_Beneficiaries
(available for only United States
legislation)
BEN_Elig_Elec_Enrollments
BEN_Emp_Dependents
BEN_Life_Evnt_Workflow
BEN_Payroll_Ben_Costs
BEN_Potential_Life_Evnts
BEN_Ptpnt_Benefit_Costs
BEN_Ptpnt_Communications
BEN_Ptpnt_Court_Orders
BEN_Ptpnt_Electabilities
BEN_Ptpnt_Eligibilities
BEN_Ptpnt_Enroll_Actions
BEN_Ptpnt_Enrollments
BEN_Ptpnt_Flex_Credits
BEN_Ptpnt_Flex_Spending
BEN_Ptpnt_Life_Events
Human Resources security profile
applied at:
Person and Assignment levels
Person and Assignment levels
Person level
Person and Assignment levels
Person level
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
304 NoetixViews for Oracle E-Business Suite Administrator Guide

The following table lists the Noetix views pertaining to Payroll that provide secured or
customizable access to
Table 4: NoetixViews for Oracle Payroll
View name
PAY_Accruals (available for all
legislations except for Australia)
PAY_Check_Register
PAY_Costing_Analysis
PAY_Costing_Details
PAY_Costing_Summary
PAY_Custom_Balances
(available for all legislations
except for Australia and United
Kingdom)
PAY_Deductions_Owed
PAY_Emp_Not_Paid
PAY_Emp_Not_Paid_Vg
PAY_Gre_Totals (available for
only United States legislation)
PAY_Gross_And_Net_Balances
PAY_Gross_To_Net_Summary
PAY_Hours_By_Cost_Center
PAY_Invalid_Addresses
(available for only United States
legislation)
PAY_Payment_Methods
PAY_Payment_Register
PAY_Payroll_Activities
PAY_Payroll_Audit
PAY_Payroll_Messages
Human Resources security profile applied at:
Person and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Organization level
Organization level
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Organization level
Payroll, Person, and Assignment levels
Organization level
Organization level
Person level
Person and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Organization, Payroll, Person, and Assignment
levels
Appendix A: Module-Specific Information 305

View name
PAY_Payroll_Proc_Summary
PAY_Run_Results
PAY_Tax_Balances (available for
all legislations except Australia
and United Kingdom)
PAY_Third_Party_Balances
(available for only Canadian
legislation)
PAY_Third_Party_Register
PAY_Void_Payments
PAY_Accruals (available for all
legislations except for Australia)
PAY_US_Payroll_Register
(available for only United States
legislation)
PAY_US_W2_Register (available
for only United States legislation)
Human Resources security profile applied at:
Payroll level
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
Person and Assignment levels
Payroll, Person, and Assignment levels
Payroll, Person, and Assignment levels
The following table lists the Noetix views pertaining to Time and Labor that provide
secured or customizable access to data:
Table 5: NoetixViews for Oracle Time and Labor
View name
HXC_All_Assignment_Hist
HXC_All_Person_Hist
HXC_Assignment_Time_Info
HXC_BEE_Batch_Headers
HXC_BEE_Batch_Lines
HXC_BEE_Error_Messages
HXC_PUI_Latest_Timecards
Human Resources security profile applied
at:
Person and Assignment levels
Person level
Person and Assignment levels
Organization level
Person and Assignment levels
Organization level
Person and Assignment levels
306 NoetixViews for Oracle E-Business Suite Administrator Guide

View name
HXC_PUI_Missing_Timecards
HXC_PUI_Time_Entry_Errors
HXC_PUI_Timecard_History
HXC_SS_Latest_Timecards
HXC_SS_Missing_Timecards
HXC_SS_Time_Category_Hours
HXC_SS_Timecard_Action_Hist
HXC_SS_Timecard_History
Human Resources security profile applied
at:
Person and Assignment levels
Person level
Person and Assignment levels
Person and Assignment levels
Person and Assignment levels
Person level
Person and Assignment levels
Person and Assignment levels
SIT Views
NoetixViews for Human Resources provides the user with various views that maximize
the information delivery ability of special information types (SITs) in Oracle Human
Resources Management System (HRMS). SITs are a collection of personal attributes
that usually provide information related to recruitment, such as specific qualifications
and skills, which are predefined in the Personal Analysis key flexfield.
NoetixViews for Human Resources provides views to augment your recruitment,
career development, and applicant matching capabilities by using SITs. SIT views are
generated during generation based on the SITs defined and enabled at your site.
The format for each view name is HR_SI_Type_STRUCTURE_NAME. For
example, the views HR_SI_Type_Education or HR_SI_Type_Communication_Skills
would each return a list of people associated with each SIT defined at your site. These
may be grouped by Applicant, Employee, or Employee and Applicant Person Types.
The number of HR_SI_Type views per site is directly related to the number of SITs
that were defined in Oracle HRMS.
Views displaying current job and position requirements based on the SIT definitions
are also available. The names for these views will look similar to
HR_Job_Requirements or HR_Position_Requirements.
Appendix A: Module-Specific Information 307

In addition, the following views are designed to assist you in matching a pool of
internal and external applicants to specific vacancies at your firm (regardless of whether
your organization has decided to use Job or Position functionality within Oracle
HRMS): HR_Vac_Job_Match and HR_Vac_Pos_Match.
NOTE: SITs defined for Job and Position Requirements or Skills used in the Oracle
Training module do not result in NoetixViews HR_SI_Type views being generated.
Joining to SIT Views
The information in each special information type (SIT) view can be linked to the data
in the HR_Person_Hist view. Therefore, each SIT view contains one Z$ column to
allow joins to the HR_Person_Hist view. You can also join an SIT view to any current
view that includes a join to Z$ column for HR_Person_Hist.
Noetix Generator for Oracle Discoverer (Noetix Generator) automatically sets up joins
between the HR_SI_Type views and other current views containing a join to Z$
column to HR_All_Person_Hist, and you can do the same when configuring other
query tools.
When joining an SIT view with HR_Person_Hist, only current results will be
returned. This is because SIT views return only current information.
Please note that use of SITs is optional. When an SIT view is joined to another view,
the data returned will be limited by the attributes in the particular SIT view. This
reduces the information returned from a query involving an SIT view and a join to
column. For example, HR_Emp_Asg_Details joined to HR_SI_Type_Education
would result in assignment details for all employees meeting the criteria of the special
educational information designated in the SIT view. If an employee did not meet the
educational criteria, that particular employee record would not be returned.
Joining views using outerjoins is not a good option because of the way Oracle executes
queries against views that are outerjoined together. This option only works when query
criteria is limited by search by (A$) columns in both views involved in an outerjoin. An
equijoin does not have this requirement, and only one search by (A$) column needs to
be used as query criteria. (Using two could be faster, however, if query performance is
required.)
NOTE: This special join to consideration is not true for NoetixViews for Human Resources
date-tracked views (views with names ending in Hist). The HR_SI_Type views are not
historical and may cause historical information to be missing from the resulting query.
308 NoetixViews for Oracle E-Business Suite Administrator Guide

EIT Views
Extra information type (EIT) views, available with NoetixViews for Human Resources,
maximize the information delivery ability of EITs in Oracle Human Resources
Management System (HRMS). Introduced in Oracle E-Business Suite 11.0 and
further enhanced in 11i, EITs are developer descriptive flexfields available for six key
areas (person, assignment, position, job, location, and organization).
In addition, Oracle HRMS allows the addition of unlimited descriptive flexfields for
further customization of each EIT. For example, a user may want to use the person
EIT to display additional personal information such as passport details, visa details,
visit details, etc.
NoetixViews generates views for the person and assignment EIT types and also detects
any customized descriptive flexfields. Each EIT view contains only information related
to the specific EIT. These simple EIT views are designed to be joined to related
Human Resources views (through the use of Noetix Z$ columns) to provide more
detailed data. For example, the information in the person EIT views can be linked to
the data in the NoetixViews HR_Person_Hist view or, in addition, to any Human
Resources view that includes the Z$HR_Person_Hist column.
Similarly, the assignment EITs can be linked to the data in the HR_Emp_Asg_Details
view or to any Human Resources view that includes the Z$HR_Emp_Asg_Details
column in NoetixViews. For more information about how to join views using Z$
columns, see the NoetixViews for Oracle E-Business Suite User Guide.
The format for each view name is HR_EI_ASSIGNMENT_TYPE. For example, the
person EIT view HR_EI_US_Passport_Dtls will display United States Passport
Details. EIT views will be generated only for the Person and Assignment types of EITs
supplied by Oracle. Person EITs are available for U.S., Global, and Government
categories. Assignment EITs are available for U.S., Federal, and Great Britain
categories.
Appendix A: Module-Specific Information 309

Oracle DateTrack and NoetixViews
The Oracle DateTrack feature allows you to store changes in records that happen over
a period of time. The DateTrack feature adds the dimension of time to an application’s
database. Some tables in Oracle Human Resources use the DateTrack feature to record
changes in the employee data and to preserve the historical information in an
organized manner. These tables typically contain an employee’s details such as an
employee’s personal, assignment or compensation details.
This section provides an overview about the DateTrack feature and information about
how the feature is used in NoetixViews for Human Resources.
NOTE: The DateTrack feature is also used in the Payroll and Advanced Benefits modules of
the Oracle E-Business Suite.
Identifying DateTracked Records
The Oracle table that stores DateTracked information has the following attributes:
• The table name ends with _F. For example, PER_ALL_PEOPLE_F.
• The Effective_Start_Date and Effective_End_Date columns exist, and the values
in these columns cannot be null. The Effective_Start_Date column indicates
when the record was inserted, and the Effective_End_Date column indicates
when the record was deleted or updated.
In most DateTracked tables, the effective dates form a part of the primary key
consisting of an ID and the two effective dates. For example, in the table
PER_ALL_PEOPLE_F, Person_Id + Effective_Start_Date + Effective_End_Date
is the primary key.
• The effective dates are contiguous. For example, if the effective start date of the
current record is 16-JAN-2000, then the effective end date of the previous record
will be 15-JAN-2000.
• The effective dates do not have any time stamps, and, thus, there can only be one
record per day.
310 NoetixViews for Oracle E-Business Suite Administrator Guide

Following is an example of a DateTracked table:
Emp_No
Name
Effective_Start_
Date
Effective_End_
Date
Salary
E101 James Brown 01-Jan-1990 31-Dec-1995 15,500
E101 James Brown 01-Jan-1996 31-Jul-1998 18,500
E101 James Brown 01-Aug-1998 28-Feb-2002 20,500
E101 James Brown 01-Mar-2002 31-Dec-4712 23,500
Managing Records in DateTracked
Tables
This section provides information about how to insert, update, and delete records in a
DateTracked table.
Inserting Records
If you insert a record in a DateTracked table, the effective start date is set to the current
day and the effective end date is set as 31-DEC-4712. This effective end date value is
the default value set by Oracle Human Resources if you do not specify an effective end
date. However, you can specify an effective end date that is later than the effective start
date.
Appendix A: Module-Specific Information 311

Updating Records
If you update a record in a DateTracked table, a message is displayed asking whether
you want to update or correct the record. If you choose:
• Update: The value in the Effective_End_Date column of the existing record
changes to yesterday. A record is created with the updated values having the
Effective_Start_Date column value as the current date and the
Effective_End_Date column value as 31-Dec-4712.
IMPORTANT: If the record you are updating has effective start date as the current
day, a message is displayed stating that the previous values will be lost because the
Oracle DateTrack feature does not support time stamp values and hence there can be
only one record per day. If you want to make a second change on the same day, you
must do it in the correction mode.
• Correction: The existing record is overwritten with the new values and the same
effective dates are retained.
Deleting Records
If you delete a record in a DateTracked table, you are prompted to select the type of
delete. If you choose:
• Delete (End Date): The effective end date of the current record is set to today's
date. The record disappears from the dialog box in Oracle Human Resources
although you can view the record by running a query.
• Zap (Purge): All records matching the key value are deleted.
• Future Change (All): Any future-dated changes to the current record are removed.
The effective end date of the current record is set to 31-DEC-4712. You can view
the record by running a query.
• Delete Next Change (Next Change): The next change to the current record is
deleted. A record may or may not have a future DateTracked record.
• If a future DateTracked record exists for the record, the future DateTracked
record is deleted, and the effective end date of the deleted row becomes the
effective end date of the current record.
312 NoetixViews for Oracle E-Business Suite Administrator Guide

• If no future DateTracked record exists and the current row has an effective
end date other than 31-DEC-4712, then the effective end date is set as 31-
DEC-4712. The record disappears from the dialog box in Oracle Human
Resources although you can view the record by running a query.
Oracle DateTrack in NoetixViews
for Human Resources
NoetixViews for Human Resources uses the Oracle DateTrack feature. Because all the
significant tables in Oracle Human Resources are DateTracked tables, the DateTrack
feature plays an important role in the NoetixViews architecture. However, there are
some views that return only the current record.
With respect to current and historic information, there are three types of views:
• Current Only: These views have no name suffixes, nor any time period
information in their view descriptions. The current views return information that
is current as of the time the query is run in NoetixViews.
• Datetracked Historic: These views have the Hist suffix in their names and the
words Current and Historic in their view descriptions. These views contain Oracle
Human Resources DateTracked information — multiple records for the same
entity as of current, historic, and future effective dates. More information about
the Noetix historical views and the effective dates is provided in the following
section.
• End Dated Historic: These view names have no suffixes. The words Current and
Historic are present in their view description. These views contain information
that is not DateTracked but may include historic information, based on the end
dates of work structure entities included in the views.
Appendix A: Module-Specific Information 313

DateTracked Historic Views and Effective
Dates
The attributes of a DateTracked historic view are:
• The view name ends with _Hist (for example, HR_Emp_Assign_Hist).
• The view will contain three effective date columns: Effective_Start_Date,
Effective_End_Date, and Effective_End_Date_Stored. The effective date
columns will be populated from the Oracle base table.
For example, the effective date columns in the HR_Emp_Assign_Hist view are
populated from the PER_ALL_ASSIGNMENTS_F table. The
PER_ALL_ASSIGNMENTS_F table is the underlying DateTracked table for the
HR_Emp_Assign_Hist view, and drives the data for the view.
NOTE: The views display the effective start date and effective end date only from the
underlying DateTracked tables that drive the data for the view. The underlying
DateTracked tables are the base tables for these views, although there may be other
DateTracked tables that provide additional value to this view. For example, although
the HR_Emp_Assign_Hist view is populated with data from other DateTracked
tables, such as PER_ALL_PEOPLE_F, the effective dates from tables other than the
PER_ALL_ASSIGNMENTS_F table will not appear as columns in the view.
The Effective_End_Date_Stored column is used to store the values from the
actual database column, Effective_End_Date. The Effective_End_Date column
in the view is the pretty version of the database column. It will be null if the value
of the Effective_End_Date column in the Oracle database is 31-DEC-4712.
NOTE: You must use the Effective_End_Date_Stored column in filters. However, if
you want to display the column in reports, you must use the Effective_End_Date
column.
More complex views may be built from more than one DateTracked base table. In this
case, there may be more than one set of effective dates in the view. You may need to
create a filter for each pair of effective dates to avoid duplicates. Then again, some of
these effective dates may be null; so filtering on all of them may cause your report to
return no data. Add and test your filters one at a time.
314 NoetixViews for Oracle E-Business Suite Administrator Guide

Exceptions in Effective Dates Used
in DateTracked Historic Views
Following are the exceptions in the effective dates in DateTracked historic views:
• A few DateTracked historic views have only two columns: Effective_Start_Date
and Effective_End_Date. The Effective_End_Date_Stored column is missing in
these views.
• Sometimes, the effective date columns have variant names, such as
Benefit_Effective_Start_Date. Such views often do not have the
Effective_End_Date_Stored column; therefore, you should filter the records using
the NVL function on the effective end date. These column names do not start
with Effective and, consequently, will appear elsewhere in the alphabetized
column lists of views.
For such views, the expression to display the current record in Noetix WebQuery
(NWQ) is as follows:
TRUNC(now()) BETWEEN Effective_Start_Date AND NVL(
Effective_End_Date,'31-DEC-4712')
IMPORTANT: Even though the NWQ date format is , in
expressions you use the date format that you see in Oracle E-Business Suite.
• Some Oracle Human Resources tables do a kind of logical DateTracking without
having effective date columns. This might be because of the following reasons:
• These tables are mostly used outside the Oracle Human Resources arena and
perhaps predate the Human Resources date tracking techniques.
• These tables contain the Date_From and Date_To columns and the tables
contain records with overlapping dates. For example, in the
PER_ADDRESSES table only one primary address can exist at a time, but
there could be other types of addresses with overlapping dates. These dates
will be displayed in Noetix views. Keeping in mind that you might need to
filter on the Primary_Flag column, your expression can be:
TRUNC(now()) BETWEEN Date_From AND NVL( Date_To,'31-
DEC-4712')
Appendix A: Module-Specific Information 315

How to Use Oracle DateTrack in
NoetixViews for Human Resources
This section provides information about how you can use the Oracle DateTrack feature
to select and display the required records in NoetixViews for Human Resources.
Displaying Data
To display the current record in Noetix WebQuery (NWQ) using the Noetix historical
views, you should use the following expression:
TRUNC(now()) BETWEEN Effective_Start_Date and
Effective_End_Date_Stored
Even if you have renamed these columns in your report, you must use the actual
column names in the expression. It does not matter which column name you select but
for readability it is recommended that you select an effective date rather than some
random column. You might want to write the code in Notepad and then paste it in the
Expression box of NWQ. It is a good idea to save these files because you are likely to
reuse this code.
If you are not using NWQ as your reporting tool, you should use the following
expression:
TRUNC(sysdate) BETWEEN Effective_Start_Date and
Effective_End_Date_Stored
No matter which query tool you are using, it is essential to truncate today’s date to
avoid loss of data. Remember that the effective dates do not have a time stamp;
therefore, if today is 31-AUG-2006 and one of the effective dates is today’s date, you
must truncate the Now() or Sysdate() functions, and select this record.
When you are selecting data from a Noetix historical view, keep in mind that the
effective date may be a meaningless column to include as a field in your report. If you
are listing employees and jobs, the effective start date in the record is not necessarily
the date the employee first got that job. It is likely to reflect some other change to the
employee assignment, one you do not care about here.
316 NoetixViews for Oracle E-Business Suite Administrator Guide

Using Flag Columns
Some DateTracked historical views include flag columns that can eliminate the need to
filter on effective dates when you want to select the current record. The most common
flag columns are the Current_Employee_Flag, Current_Assignment_Flag, and
Current_Applicant_Flag columns. You do not need to worry about null values in the
flag columns because these columns will always have a value.
The Current_Employee_Flag and Current_Applicant_Flag columns do not limit a
query to the current row of data. If you are looking at the HR_Emp_Assign_Hist view
and there are six records for a person, all the six records will be flagged as Y or N
depending on whether the person is a current employee. The Current_Applicant_Flag
column works in the same way.
As for the Current_Assignment_Flag column, looking at the same employee with six
assignment history records, the value of the column will be Y only for the current
assignment record or records.
IMPORTANT: Oracle Human Resources allows an employee to have more than one
assignment at a time. So, there can be duplicate records for an employee. If you want a single
record, filter on the Primary_Flag column. You must do this even if your generation does not
use multiple assignments because this feature cannot be turned off and there may be an
accidental secondary assignment.
Another thing to keep in mind about the Current_Assignment_Flag column is that a
person may have a current assignment with an assignment status as Terminate
Assignment. So you may need to filter on multiple columns to limit your query to
single records for the current employees.
Appendix A: Module-Specific Information 317

Hiding Duplicate Rows
Most of the time, you are not interested in historical data. You want to see the current
data and at the same time avoid duplicates.
In NWQ, selecting the Hide Duplicate Rows check box on the Columns page results
in display of distinct records, just as using the SELECT DISTINCT SQL statement
does. This is useful for eliminating duplicates in reports, but should only be used as a
last resort in reports that will be run often, shared with others or become part of your
corporate reporting repository. Hiding duplicate records without understanding why
they occur may result in reporting errors.
Depending on how you sort, you may not see records that actually are duplicates. For
example, if you are using a view like HR_Emp_Assign_Hist and listing employees by
job, the same employee might appear under different jobs and not be recognized as a
duplicate. Selecting the Hide Duplicate Rows check box will not eliminate this
problem.
Actually, there are no duplicates. Each row in the table is created because something
has changed. However, there may be no differences in any of the columns in your
query. On rare occasions, there will be no change in any data that the view has selected
because the change was to a column that is not included in the view.
Displaying Data at a Point of Time
One thing to watch out for is that certain information from non-base tables may be
repeated in the view. For example, for an employee with six assignment history rows,
the employee’s date of last hire will occur on all six rows. If the repeated field is a date,
as this one is, you can take advantage to select data from another period of time. For
example, if you are creating a new hire report, you might want to select the employee’s
job at the time of hire. Your expression would then compare three dates:
Date_Of_Last_Hire BETWEEN Effective_Start_Date AND
Effective_End_Date_Stored
The same technique might be advisable when you are working with views containing
more than one pair of effective dates, where you compare one date with another. You
may need to test this before you decide the date that should be between other dates.
318 NoetixViews for Oracle E-Business Suite Administrator Guide

We are now moving on to more challenging queries. We already saw how there might
be another date in the view that you can use as a constant. For example, the actual
termination date (the Actual_Termination_Date column) and the date the person
started a job in the company (the Person_Start_Date column) are constants. There are
few Noetix views that have an Effective_Start_Date column but no
Effective_End_Date column, and the Effective_Start_Date column is a constant. Here
are a few examples:
• HR_New_Hire_Hist view:
Service_Start_Date BETWEEN Effective_Start_Date AND
Effective_End_Date_Stored
• HR_Emp_Reviews view:
Interview_Date_Start BETWEEN Effective_Start_Date AND
Effective_End_Date_Stored
Suppose you have a specific date in mind that is not today’s date. You have an option to
hard code a date in your expression instead of using the Now() or Sysdate() functions:
'01-JAN-2005' BETWEEN Effective_Start_Date AND
Effective_End_Date_Stored
You might not want a hard-coded date. You want to create a report that displays the
data as it was a year or two years ago, and you do not want to modify it every time you
run it. To do this:
1. Create a calculated column called Last_Year_Date. If you do not want to display
this column in your report, you can hide it by selecting the Is Hidden check box
on the New Calculated Column page in NWQ.
2. Write the following expression in the Expression box to set the value of this
column to last year:
TO_CHAR(now(),'YYYY') – 1
Appendix A: Module-Specific Information 319

3. You can concatenate the day and month to the year. The following expression
concatenates today’s date with the previous year, but you could also use a constant,
such as 01-JAN-:
TO_CHAR(now(),'DD-MON')||'-'|| (TO_CHAR(now(),'YYYY') - 1)
4. Now you have the date string that is required in your raw filter. Instead of
TRUNC(now()) function, use the following expression:
TO_CHAR(now(),'DD-MON')||'-'|| (TO_CHAR(now(),'YYYY') - 1)
BETWEEN Effective_Start_Date and Effective_End_Date_Stored
You do not need to truncate your date because you have already eliminated any time
stamp from your calculated date.
Creating calculated columns is easier than developing complex expressions because the
query engine is somewhat less fussy. You can see components of your query and work
up to the complexity that you want. You can also sometimes use a calculated column to
test your query, provided you are computing with database columns and not creating a
constant. Display the column, then run the report and drag up the computed column
as a page item. The number of rows displayed should match the number of rows your
filter returns. Also, it is easier to see which data gets eliminated.
If you use such dates in a filter, you will limit your query to a single record at some
other point in time. You can also use them to perform counts in computed columns
and develop a complex report.
320 NoetixViews for Oracle E-Business Suite Administrator Guide

Reporting Changes
One of the challenges with historical data is to find out the record where a change in
the required value occurred for the first time. For example, you want to create a report
displaying the names of the supervisors who changed during the course of work on an
assignment. There may be several rows of assignment data where something else
changed except the supervisor name. You should use the following expression to limit
your query to only those rows where the supervisor is different from the previous row:
EXISTS
SELECT 1 FROM ."HR_Emp_Assign_Hist" a
WHERE a.Assignment_Number =
"HR_Emp_Assign_Hist"."Assignment_Number"
AND a.Business_Group = "HR_Emp_Assign_Hist"."Business_Group"
AND a.Current_Employee_Flag = 'Y'
AND a.Primary_Flag = 'Y'
AND a.Supervisor_Employee_Number
"HR_Emp_Assign_Hist".Supervisor_Employee_Number
AND a.Effective_End_Date =
"HR_Emp_Assign_Hist".Effective_Start_Date - 1)
NOTE: The carriage returns are invalid in expressions. They are added here for readability,
and you should remove it in your expression.
This example takes advantage of the fact that effective dates are always contiguous. The
effective end date in the subquery will be one day previous to the start date of the main
query.
Such techniques require a fairly high level of SQL skill, but once they are developed, it
is much easier to clone and adapt them. For example, it would be fairly simple to
modify the earlier code to detect job changes.
Appendix A: Module-Specific Information 321

Creating Intelligent History Queries
You might want to select all the history records for an employee based on a
characteristic feature in the employee’s current record. For example, you might want to
display the job history for everyone in your organization who is currently working as a
Director. Assuming that all director jobs will contain the DIRECTOR word in the job
flexfield, you can write the following expression to do this:
EXISTS
(SELECT 1 FROM ""."HR_Emp_Assign_Hist" a
WHERE a.assignment_number =
"HR_Emp_Assign_Hist"."Assignment_Number"
AND a.Business_Group = "HR_Emp_Assign_Hist"."Business_Group"
AND a.Current_Employee_Flag = 'Y'
AND a.Primary_Flag = 'Y'
AND a.Job_Name LIKE '%DIRECTOR%'
AND TRUNC(now())BETWEEN a.Effective_Start_Date AND
a.Effective_End_Date_Stored)
NOTE: The carriage returns are invalid in expressions. They are added here for readability,
and you should remove it in your expression.
Unfortunately, NoetixViews for Human Resources does not support passing
parameters to subqueries. Therefore, you must modify the expression to work for a
different job.
322 NoetixViews for Oracle E-Business Suite Administrator Guide

Creating Data Batches and Handling
Stragglers
There is a frequent need in Human Resources to create a report or an outbound
interface that runs on a regular basis and reports the change in a record. Let us consider
an example to understand this scenario. Usually, a list of department transfers is
generated monthly. However, if the list for the previous month needs to be generated
on the first few days of this month, the late data entries for the previous month will not
be included in this batch. That is, if on 03-APR-2006 you make an entry and set the
effective end date value as 29-Mar-2006 for the record, then the record will not be
selected if you run a query on 02-APR-2006. The issue is that such records will also
not be picked up when you run the query in the following month because the query
will be looking at effective dates in April and not March.
NoetixViews for Human Resources does not currently offer a way around this problem
because it does not include Last_Update_Date or Creation_Date columns in the
views. You need to filter on the following two conditions: the effective start dates lie
within the month in question or the effective_start_date is in the earlier month, and
the last update date is within the month in question. Your SQL expression would look
like this:
((AND effective_start_date BETWEEN ’01-MAR-2006’ and ’31-MAR-
2006’)
(OR effective_start_date

Restricting DateTracking
When you edit or delete a DateTracked record, a message is displayed asking you to
select the type of update or delete you want to perform. Before displaying the message,
the application calls a custom library event called DT_SELECT_MODE, and the
event passes the options that should be displayed to the user.
You can control the options displayed to the user (such as Update or Correct) by using
a custom code. If necessary, you can restrict the user to update or delete records and
display an error message instead.
For more information about DT_SELECT_MODE, see the Oracle documentation.
Benefit Classification Assumptions
Views containing benefit element information (such as HR_Ben_Elig_Info,
HR_Emp_Ben_Others, and HR_Emp_Total_Comp) will not return all data unless
benefit classification information has been entered into Oracle Human Resources
Management System (HRMS) and benefit elements have been assigned to a benefit
classification. For information about how a view may be restricted by this assumption,
please read the specific view essay in the Noetix Help File.
Support for Additional Personal
Details Descriptive Flexfield
In some Noetix views for Human Resources, columns labeled PEO$ are
generated for only certain contexts of the Additional Personal Details descriptive
flexfield (stored in the PER_ALL_PEOPLE_F table of Oracle E-Business Suite):
View label
HR_Applicant_Hist
HR_Carrier_Asg_Hist
HR_Emp_ADA_Info
HR_Emp_Absence_Hist
HR_Emp_Asg_Details
Supported contexts
APL, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
324 NoetixViews for Oracle E-Business Suite Administrator Guide

View label
HR_Emp_Assign_Costs
HR_Emp_Assign_Costs_Hist
HR_Emp_Assign_Hist
HR_Emp_Ben_Health
HR_Emp_Ben_Others
HR_Emp_Beneficiary
HR_Emp_Ethnic_Info
HR_Emp_Headcnt_Hist
HR_Emp_Headcounts
HR_Emp_Info
HR_Emp_LOS
HR_Emp_Reviews
HR_Emp_Sal_Hist
HR_Emp_Sal_Pro_Current
HR_Emp_Sal_Pro_Hist
HR_Emp_Terms_Hist
HR_Emp_Total_Comp
HR_Emp_Veteran_Info
HR_Emp_Work_Hist
HR_Emp_Xfers_Hist
HR_New_Hire_Hist
HR_Person_Hist
Supported contexts
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
EMP, Global Data Elements
Appendix A: Module-Specific Information 325

For these views, the Noetix Help File also specifies the contexts for which the
PEO$ columns are generated for the Additional Personal Details
descriptive flexfield.
Default Hours for Salary
Calculations
Information required to complete the calculations for calculated salary-related columns
is, in some cases, optional setup information in Oracle Human Resources
Management System (HRMS). If information is not available in Oracle HRMS to
perform the calculations, make the following assumptions for standard full-time
employees (hourly or salaried positions):
• 8 paid working hours per day
• 5 working days per week
• 12 working months per year
• 52 working weeks per year
• 2,080 paid working hours per year
Please note that paid vacation and holidays are considered working days for these
calculations, and the earlier values should not be reduced to account for them.
If one of these assumptions is incorrect for a business group or organization in your
configuration, you can define standard working conditions in Oracle HRMS at the
business group or organization level to override our assumption. If this cannot be
accomplished or if multiple assumptions of ours are false, then a customization must
be made to NoetixViews for Human Resources to provide correct calculations. Please
contact Noetix Technical Support for this customization.
Setup Business Group
NoetixViews for Human Resources generates a set of views and multiple roles for each
business group defined in your Oracle Human Resources Management System
(HRMS) configuration. Oracle HRMS ships with a predefined business group called
the Setup Business Group. If the Setup Business Group has been modified to become
an active defined business group, NoetixViews for Human Resources will work as
expected and generate views for the information associated with this business group.
326 NoetixViews for Oracle E-Business Suite Administrator Guide

Optional Views and Columns
Some views and columns in NoetixViews for Human Resources are included only in
specific configurations for Oracle Human Resources Management System (HRMS) or
a business group within Oracle HRMS. The most common examples are legislativespecific
views and columns. For example, business groups operating under U.S.
legislation will have additional views and columns that relate to U.S.-specific
government-mandated reporting information. No specific actions during the
generation process are required to generate these views and columns. As long as your
configuration of Oracle HRMS is complete, NoetixViews for Human Resources will
automatically detect the configuration and include or exclude the appropriate
columns. If you are still in the process of setting up Oracle HRMS or even a new
business group and all the configuration information is not available, some columns
relating to the configuration-specific information (such as flexfields) may not be
included in NoetixViews for Human Resources.
Performance-Related Issues
Several concepts affect system performance when retrieving information from Oracle
Human Resources Management System (HRMS) using NoetixViews for Human
Resources.
In general, Oracle HRMS has a smaller number of rows than other Oracle E-Business
Suite; performance is generally better because there is less information to sort through.
Two factors that can negatively affect performance, however, are the use of functions
within NoetixViews for Human Resources and the use of information that is optional
within Oracle HRMS.
Appendix A: Module-Specific Information 327

Functions
NoetixViews for Human Resources uses functions in almost all views to accomplish
several tasks:
• To take advantage of complex date-tracked information.
• To perform complex compensation calculations.
• To create various formats for addresses.
• To implement row-level security.
Oracle only supports user-defined functions that are usable from standard SQL with
Oracle Database version 7.1 and later. NoetixViews for Human Resources is
compatible with Oracle Database version 9.2 or later. Function performance is
dependent upon the Oracle Database versions, and the later versions of Oracle
Database exhibit higher function performance.
Optional Information
Information that is optional in Oracle Human Resources Management System
(HRMS), such as jobs and positions information, should only be included if you
intend to use it. Because of the flexibility in defining and assigning jobs and positions
inherent in Oracle HRMS, this information may be defined within an Oracle HRMS
instance yet never used. When you search for information with an optional field or
column, Oracle does not perform the most efficient search. Noetix alleviates this
problem by associating columns with indexed fields. Again, these columns are search by
columns and are identified with the prefix A$.
328 NoetixViews for Oracle E-Business Suite Administrator Guide

NoetixViews for Oracle Payroll
Oracle Payroll stores all payroll information at the most granular level. This makes the
data structure highly complex and the data difficult to manage. NoetixViews for
Oracle Payroll simplifies the complex data structure by providing predesigned views for
key payroll areas, such as employee earnings, employee deductions, employee taxes,
employer liabilities, registers, costing, and various employee exceptions.
To create reports from such complex and huge data, the data must be summarized first.
This process is very time-consuming. NoetixViews for Oracle Payroll accelerates this
process by creating intermediate summary tables. These tables are created by
computing balances for every assignment per payroll run.
Oracle makes frequent changes to the data structure of Oracle Payroll due to the
frequent changes in the employment law. The upgrade protection feature of
NoetixViews for Oracle E-Business Suite (NoetixViews) protects the reports developed
by NoetixViews for Oracle Payroll from these changes.
NoetixViews for Oracle Payroll uses the data mart technology to simplify the
complexities of Oracle Payroll. Most of the views of the NoetixViews for Oracle Payroll
module are built on Noetix Payroll Data Mart. For a list of these views, see About
Noetix Payroll Data Mart.
NoetixViews for Oracle Payroll contains approximately 30 views, providing both a
broad and deep insight into the payroll data. Many of these views can be joined to the
Human Resources views for more information about employees, pay rates, and so on.
The Payroll views are available for the United States, Canadian, Australian, and United
Kingdom legislations. However, Cross Operations Extension (XOP) views cannot be
generated for payroll views because they would not return valid results.
NoetixViews for Oracle Payroll uses the same security model as NoetixViews for
Human Resources. For more information about Human Resources security in
NoetixViews, see Security Policies in Views for HRMS.
For more information about the payroll views, see the Noetix Help File.
Appendix A: Module-Specific Information 329

About Noetix Payroll Data Mart
Noetix Payroll Data Mart helps in computing and saving balances for every assignment
per payroll run. These balances can be used for reporting and not for making a balance
call.
Noetix Payroll Data Mart computes all the balances for each payroll run for the most
commonly used dimensions that include RUN, Period-to-Date, Month-to-Date,
Quarter-to-Date, and Year-to-Date. These balances will be used for reporting because
it makes the query performance faster than the Oracle delivered balance calls.
IMPORTANT: Noetix Payroll Data Mart can be set up only in a Microsoft Windows
operating environment.
The following views of the NoetixViews for Oracle Payroll module are built on Noetix
Payroll Data Mart either directly or indirectly through a base table that uses the data
mart technology:
• PAY_Accruals
• PAY_Balances
• PAY_Custom_Balances
• PAY_Deductions
• PAY_Earnings
• PAY_Employer_Ben_Liability
• PAY_Employer_Tax_Liability
• PAY_Garnishment_Balances
• PAY_Gre_Totals
• PAY_Gross_And_Net_Balances
• PAY_Gross_To_Net_Details
• PAY_Gross_To_Net_Summary
• PAY_Negative_Balances
• PAY_Tax_Balances
• PAY_Third_Party_Balances
• PAY_US_Payroll_Register
• PAY_US_W2_Register
330 NoetixViews for Oracle E-Business Suite Administrator Guide

Before Installing Noetix Payroll
Data Mart
This section provides information about the tasks to be performed before installing the
Noetix Payroll Data Mart.
Install Oracle Payroll
The Oracle Payroll application must be successfully installed before installing Noetix
Payroll Data Mart.
Calculate Tablespace
You must calculate the tablespace necessary for the data mart indexes and tables before
beginning the generation. The storage required for 1,000 employees per pay period is
approximately 7 MB. The EIS Datamart DB Stats.xls workbook, found in the
Payroll_Datamart.zip file, can be used to calculate the tablespace. The
workbook will help you to estimate the data storage space needed for the number of
employees and payroll frequency in your organization. However, the calculation may
not always be accurate.
You can use an existing tablespace if it has the required space. Otherwise, you must
create a new tablespace. During the generation of Noetix Payroll Data Mart, a script is
run to select or create this tablespace. It is recommended that you create separate
tablespaces for indexes and tables.
Installing Noetix Payroll Data Mart
This section provides information about the tasks that must be performed to install
Noetix Payroll Data Mart.
IMPORTANT: Noetix Payroll Data Mart must be installed before generating Noetix views.
Otherwise, you will not be able to install the NoetixViews for Payroll module.
For information about generating views, see Option 1: Generate Using NoetixViews
Administrator and Option 2: Generate Using Scripts in “Generation of Views.” For
information about upgrading NoetixViews, see Upgrade the Software in “Installing
NoetixViews for Oracle E-Business Suite.” Verify the generation before continuing.
Appendix A: Module-Specific Information 331

How to Install Noetix Payroll Data
Mart
NOTE: If you are upgrading from one version of the data mart to another, see Upgrade
Noetix Payroll Data Mart.
To install Noetix Payroll Data Mart:
1. Navigate to Datamart/Payroll.
2. Unzip the Payroll_Datamart.zip file, and extract all the files to a local
directory. The directory path cannot contain spaces and more than 79 characters.
The maximum number of characters is a limitation of SQL*Plus.
3. Log on to SQL*Plus as the APPS user.
4. Modify the EIS_Datamart_DBA_Install.sql script to change the path and
size of the data file (tablespace). The default is a locally managed tablespace. You
can change this to a dictionary managed tablespace to suit your environment. If
an existing tablespace is used, delete the section in the script that is used to create
the tablespace.
5. Run the EIS_Datamart_DBA_Install.sql script. This script prompts for
the following parameters:
• SID: Database connect string where the data mart should be installed.
• SYSTEM Password: SYSTEM password to create the database user XXEIS
and the tablespaces required for tables and indexes.
6. Run the EIS_Datamart_Install.sql script. This script prompts for the
following parameters:
• Directory: Directory in which the zip file has been extracted. Do not put a
\ at the end.
• SID: Database connect string where the data mart should be installed.
• APPS User Name: User name of the APPS user. It is usually APPS unless
changed during the installation of Oracle E-Business Suite.
332 NoetixViews for Oracle E-Business Suite Administrator Guide

• APPS Password: APPS Password to give grants to XXEIS on the objects and
create the custom application, responsibility, and user.
• XXEIS Password: The password to create the tables, sequences, packages,
synonyms, and triggers in the XXEIS schema. This password was set while
running the EIS_Datamart_DBA_Install.sql script to create the
XXEIS user. If the password has not been changed, it would be xxeis.
• Tablespace for XXEIS Tables: Tablespace in which the data mart tables will
be created. Proper sizing of the tablespace must be done. Give the same
tablespace that was created for tables using the
EIS_Datamart_DBA_Install.sql script.
• Tablespace for XXEIS Indexes: Tablespace in which the data mart indexes
will be created. Give the same tablespace that was created for indexes using
the EIS_Datamart_DBA_Install.sql script.
• Datagroup Name: Datagroup to which the XXEIS user must be attached.
The default value is Standard.
Appendix A: Module-Specific Information 333

Objects Created During Generation
The following application objects are created during generation:
Object Name Object Type Description
XXEIS Database User It is used to store all the objects of the data
mart. The same user will be used for any
future applications from Noetix Payroll Data
Mart.
XXEIS Custom
Application
XXEIS Payroll
Data Mart
Menu
XXEIS_DM
XXEIS Payroll
Process
XXEIS Payroll
Data Mart
EIS Generate
Balances Process
EIS Generate
Balances Date
Range Process
EIS Payroll
Datamart
Purge Process
Custom
Application
Application
Menu
Application
User
Request
Group
Responsibility
Concurrent
Program
Concurrent
Program
Concurrent
Program
It is registered as part of the generation. All
the concurrent programs will be created with
this application.
It will be used to submit any concurrent programs
of the data mart.
It is the default data mart user created with
the XXEIS Payroll Data Mart responsibility
to submit the concurrent programs. The
default password is welcome1.
It has all the data mart concurrent programs.
It is granted to any user who has to submit
the concurrent programs, mainly EIS Generate
Balances, which is used to populate the
data mart.
It is used to populate the data mart. For
more information, see step 3 in “Populate
Data Automatically.”
It is used to populate the data mart. This
enables you to set a start date and an end
date for which balances are to be populated.
For more information, see the note after step
3 in “Populate Data Automatically.”
It is used to purge the balance in the data
mart that is not required. For more information,
see Purge Noetix Payroll Data Mart.
334 NoetixViews for Oracle E-Business Suite Administrator Guide

Object Name Object Type Description
EIS Payroll
Datamart
Purge Date
Range Process
EIS Worker
Process
EIS Grant
Access to
Accrual Plans
Process
Concurrent
Program
Concurrent
Program
Concurrent
Program
It is used to purge the balance in the data
mart that is not required. This enables you
to set a start date and an end date for which
balances are to be purged. For more information,
see Purge Noetix Payroll Data Mart.
It is the thread program spawned by the EIS
Generate Balances for multi-threading the
payroll process. This can be manipulated for
performance reasons. For more information,
see the Oracle documentation.
It must be run when any accrual plan is created.
For more information, see Grant
Access to Accrual Plans.
Populating Noetix Payroll Data
Mart
After Noetix Payroll Data Mart is installed, balances must be extracted for the past
payroll runs to populate the data mart tables. An administrator who is aware of the
reporting needs for this data must perform this task. The administrator must know
how many years of data need to be extracted. It is recommended that you use at least
the previous year and the current year’s data.
IMPORTANT: Do not begin the population of data prior to running Stage 4 of the Noetix
views generation. Otherwise, the generation will fail because the system cannot grant execute
permission to the EIS_Utility package. If you want to run these processes at the same time,
you may begin populating data after the role prefix editing step begins in the Noetix views
generation.
The data mart tables can be populated either automatically or by scheduling.
When the data is populated automatically, the data mart gets populated every time a
payroll is run. Typically, it would add 1-12% of the overall payroll processing time.
Appendix A: Module-Specific Information 335

When the data population is scheduled, the data mart gets populated at the scheduled
time. It can be scheduled periodically based on the reporting needs of the organization.
You can also choose to do it manually without scheduling. If you do so, you will have
to populate the data manually every time you run a payroll.
NOTE: When the number of employees in the organization is not very large, it is
recommended that the data be populated automatically. Otherwise, it is recommended that
the data population job be scheduled.
Populate Data Automatically
To populate data automatically:
1. Ensure that the Oracle Balance Initialization process has been completed and
verified in the Oracle Payroll application.
2. Log on to Oracle E-Business Suite with the following credentials:
• User name: XXEIS_DM
• Password: welcome1
• Responsibility: XXEIS Payroll Datamart
When you log on for the first time, you will be prompted to change the password.
3. On the Concurrent Manager, click XXEIS Payroll Datamart > Processes and
Reports > Submit Processes and Reports to run the EIS Generate Balances
process to gather the balances and store them in the data mart.
This process requires the following parameters:
• Start Year: Start year for which balances need to be extracted.
• End Year: End year for which balances need to be extracted.
336 NoetixViews for Oracle E-Business Suite Administrator Guide

• Enable Triggers (Yes or No): Set it to Yes. It enables the data mart triggers.
After every successful payroll run, this populates the data mart summary
tables automatically for all the future payroll runs. Data will be immediately
available for reporting. The default value is Yes.
• Remove All Current Data (Yes or No): When set to Yes, it removes all the
existing data and repopulates the data for the given parameters. The default
value is No. Set this value to Yes only if needed.
NOTE: Instead of the EIS Generate Balances process, you can also run the EIS
Generate Balances Date Range process. This process enables you to set a start date and
an end date for which balances are to be populated in the data mart. There is also an
optional balance name parameter that can be used to generate the balances in the data
mart for only a single balance. This option is useful when a specific balance has been
incorrectly populated in the data mart and needs to be repopulated. But before
repopulating the data mart, the specific balance needs to be purged in the data mart
from the time the data mart has been populated. The remaining parameters are the
same for both the processes.
4. While the EIS Generate Balances process is running, gather statistics for the
XXEIS schema every 30 to 40 minutes. This will greatly improve the performance
of the process. This is needed only during the initial population of the data mart
with payroll history, and not for subsequent populations.
Populate Data by Scheduling
The only difference between populating data automatically and scheduling it is in the
value that is set for the Enable Triggers (Yes or No) parameter. The value for the
Enable Triggers (Yes or No) parameter is set to No when you schedule the population
of data. All other steps are the same.
For information about scheduling data population job, see steps 1 through 3 in
“Populate Data Automatically.” After you specify the values for all the parameters, you
can schedule the job as a Concurrent Manager task.
Maintain Noetix Payroll Data Mart
To maintain Noetix Payroll Data Mart, some tasks must be performed periodically
after the initial population of data. This section provides information about all those
tasks.
Appendix A: Module-Specific Information 337

Purge Noetix Payroll Data Mart
You can use the EIS Payroll Datamart Purge process to purge the data that is not
required.
To purge balances:
1. Log on to Oracle E-Business Suite as the APPS user.
2. On the Concurrent Manager, run the EIS Payroll Datamart Purge process. This
process requires the following parameters:
• Start Year: Start year for which the balances need to be purged.
• End Year: End year for which the balances need to be purged.
• Balance Name: This is an optional parameter that allows purging a specific
balance from the data mart. If this parameter is not supplied, then all
balances will be purged from the data mart.
NOTE: Instead of the EIS Payroll Datamart Purge process, you can also run the EIS Payroll
Datamart Purge Date Range process. This process enables you to set a start date and an end
date for which balances are to be purged in the data mart. The remaining parameters are
the same as the EIS Payroll Datamart Purge process.
338 NoetixViews for Oracle E-Business Suite Administrator Guide

Update Noetix Payroll Balances
Whenever there is a change in the balance feeds, the data mart must be updated with
the latest data. You can update the data mart in the following two ways:
• Update automatically: This is same as populating the data automatically. For
information, see steps 1 through 3 in “Populate Data Automatically.”
• Update by scheduling: This is same as populating the data by scheduling. For
information, see Populate Data by Scheduling.
You would either need to purge the data mart or set the Remove All Current Data (Yes
or No) parameter to Yes depending on the changes that are made to the data mart.
Gather Statistics
Many of the Noetix Payroll views use cost-based optimization. To take full advantage
of this, it is necessary to gather statistics on a regular basis, ensuring that the XXEIS
schema is included. For more information, see the Oracle documentation.
Grant Access to Accrual Plans
In Oracle Human Resources Management System (HRMS)/Payroll, whenever a new
accrual plan is created or any change is made to an existing accrual plan, Oracle Payroll
dynamically creates fast formula packages. For NoetixViews to function properly, the
XXEIS user needs to have grants for these newly created packages.
The EIS Grant Access to Accrual Plans concurrent program will create these grants.
This process needs to be run each time an accrual plan is created or changed.
To grant the XXEIS user the access to accrual plans:
1. Log on to Oracle E-Business Suite with the following credentials:
• User name: XXEIS_DM.
• Password: The password that you defined earlier. If you have not changed it,
then it is welcome1.
• Responsibility: XXEIS Payroll Datamart.
Appendix A: Module-Specific Information 339

2. On the Concurrent Manager, click XXEIS Payroll Datamart > Processes and
Reports > Submit Processes and Reports to run the EIS Grant Access to Accrual
Plans process to create grants to any new or modified accrual plans. This process
does not require any parameters.
After running the concurrent program, the grants for these dynamically created
packages are given to XXEIS, and the NoetixViews accrual views will reflect the
changes.
Upgrade Noetix Payroll Data Mart
If you have previously installed Noetix Payroll Data Mart, you have to upgrade your
generation for the latest version of the data mart. Upgrading the data mart will not
change the current data that is stored in the data mart; it will only upgrade the version
with latest software components related to Noetix Payroll Data Mart.
IMPORTANT: Noetix Payroll Data Mart must be upgraded before upgrading NoetixViews
for Oracle Payroll. Otherwise, you will not be able to upgrade the views.
To upgrade Noetix Payroll Data Mart:
1. Navigate to Datamart/Payroll.
2. Unzip the Payroll_Datamart_Upgrade.zip file, and extract all the files to a
local directory. The directory path cannot contain spaces and more than 79
characters. The maximum number of characters is a limitation of SQL*Plus.
3. Log on to SQL*Plus as the APPS user.
4. Run the EIS_Datamart_Upgrade.sql script. This script prompts for the
same parameters that are prompted when running the
EIS_Datamart_Install.sql script. Only the parameters for tablespaces are
not prompted as you have it already during your first generation. Give the same
information that you had given during your first generation. To continue with the
upgrade process, see step 6 of “Installing Noetix Payroll Data Mart.”
340 NoetixViews for Oracle E-Business Suite Administrator Guide

Uninstall Noetix Payroll Data Mart
To uninstall Noetix Payroll Data Mart:
1. Run the EIS_Datamart_Uninstall.sql script to delete all XXEIS objects.
This script prompts for the following parameters:
• SID: Database connect string where the data mart is located.
• APPS User Name: User name of the APPS user. It is usually APPS unless
changed during installation of Oracle E-Business Suite.
• APPS Password: APPS Password to delete the user, responsibility, and
custom application.
• XXEIS Password: The password to delete the packages, triggers, synonyms,
tables, and sequences in the XXEIS schema. This password was set while
running the EIS_Datamart_DBA_Install.sql script to create the
XXEIS user. If the password has not been changed, then it would be xxeis.
2. Manually remove the XXEIS user and tablespaces. They were originally created
while running the EIS_Datamart_DBA_Install.sql script.
Appendix A: Module-Specific Information 341

NoetixViews for Oracle
Projects
NoetixViews for Oracle Projects provides a solution for maintaining control and
visibility of projects. It displays project information at a single source point enabling
you to track and manage a project through the project lifecycle.
NoetixViews for Oracle Projects includes approximately 50 views that cover various
project types such as capital, contract, and indirect. The subject areas covered are
projects, tasks, resources, budgets, expenditures, invoices, revenues, and status inquiry.
These views belong to the basic, value added or cross functional type and additionally
are categorized as detail or summary-level views.
Detail views present transaction details as entered in Oracle Projects. Usually, these
transactions can be entered in various currencies. All detail views include one or more
transaction currency amount, as well as converted project and project functional
currency amounts. A currency-code column differentiates the currency types for the
user.
Summary views require the summation of individual transaction amounts. Therefore,
summary views show the amounts in a single currency. The project functional currency
and currency-code columns are not displayed.
Background
In Oracle E-Business Suite 10.7, the Oracle Project Costing module had the facility to
enter receipts in multiple currencies. Oracle expanded the multi-currency functionality
within the Project Costing module with Oracle E-Business Suite 11.0.3 and then
further extended the multi-currency support to Oracle Project Billing with Oracle E-
Business Suite 11.5.8, Family Pack J.
NoetixViews for Oracle Projects introduces compatibility for Oracle E-Business Suite
11.5.10 and earlier and now supports Oracle Projects' multi-currency functionality in
the areas of Project Accounting, Project Costing, and Project Billing.
342 NoetixViews for Oracle E-Business Suite Administrator Guide

Multi-Currency Terminology in
Oracle Projects
Terminology
Agreement Currency (AC)
Bill Transaction Currency
(BTC)
Denom Currency
Functional Currency (F)
Funding Currency (FC)
Invoice Currency (IC)
Invoice Processing Currency
(IPC)
Definition
The currency mentioned on agreement in which
funding is done.
This can vary between an expenditure item, an
event, and a billing schedule. After an amount is
derived in bill transaction currency during revenue
and invoice processing, the rest of the amounts in
various currencies, namely project functional currency,
project currency, and invoice currency are
derived based on the Bill Transaction Currency. In
other words, it is the single point arrived at first,
and then the rest of the currency amounts are
derived.
The currency in which expenditure is recorded
against a project. This can also be treated as a transactional
currency for the expenditure/costing process.
This is the single common currency used for book
keeping and is specific to operating units and ledgers.
This terminology is used in all subledger modules
and is called project functional currency in
project modules.
The currency in which the project is funded.
Invoices will be raised in this specific currency
while billing project customers.
Funding and invoice amounts are converted to this
currency to check against funding and evaluate
hard and soft limits. This can be one of the following
values: Project Functional Currency, Project
Currency or Funding Currency. Only one value is
valid for a project, and this cannot be changed after
the initial expenditure is booked.
Appendix A: Module-Specific Information 343

Terminology
Project Currency (PC)
Project Functional Currency
(PFC)
Receipt Currency
Revenue Processing Currency
(RPC)
Definition
The currency to which all transactions of a project
are converted for processing and summarization.
This can be defined per project.
The principal currency in which accounting data is
maintained in the Oracle Projects. Same as functional
currency in subledger modules. There is one
project functional currency for each operating unit.
This currency information will be entered as a
transactional attribute while recording expenditure.
Revenue is processed using a common currency
called the revenue processing currency which is
always the project functional currency.
For more information about multi-currency functionality in Oracle Projects, see the
Oracle documentation.
For information about various subject areas in Oracle Projects, see Subject Areas in
Oracle Projects.
Effect of Multi-Currency on
Different Types of Projects
In Oracle Projects, amounts entered through transaction entry dialog boxes are in
corresponding transaction currencies. For example, when a particular project is
funded, it may be treated as a funding transaction. When a customer is invoiced, it
may be treated as an invoicing transaction. Given each transaction amount, each
implementation or setup dictates the currency type for converting each amount.
Capital Projects transactions will include agreements, funding, and expenditures.
These transactions will be grouped to be posted into assets. No billing activity takes
place for these types of projects. Indirect projects may include the same transaction
types, but neither asset creation nor billing to the customer will take place for indirect
projects. Finally, contract projects may span across all types of transactions in Oracle
Projects except asset creation.
344 NoetixViews for Oracle E-Business Suite Administrator Guide

Creating a report for a particular subject area with transactions in a particular currency
type is a simple report. However, when the same information is shown for a
combination of subject areas with multiple currencies in each subject area, it becomes
increasingly complex. The amounts must be converted into values having a common
denominator to facilitate valid comparison. For example, a budget-to-actual view and/
or report should show a common currency type to easily compare budget amount with
the actual or expense amount.
It is for this reason that the Oracle E-Business Suite’s folder feature defaults a currency
type that displays the amounts in each subject area and allows you to toggle to view
currency columns in different currency types, if selected.
Multi-Currency Activation in
NoetixViews for Oracle Projects
You can activate multi-currency columns in NoetixViews for Oracle Projects during
Stage 4 of the generation process.
Prerequisites for Multi-Currency Activation
• Oracle E-Business Suite 11.5.8 or later must be installed.
• Oracle Projects must be installed.
• NoetixViews for Oracle Projects must be purchased.
Activating the Multi-Currency Columns
On detecting the required software during Stage 4 of the generation process,
NoetixViews for Oracle E-Business Suite (NoetixViews) prompts you to choose
whether the new multi-currency columns should be generated in NoetixViews for
Oracle Projects.
NOTE: NoetixViews does not determine whether you are actually using the Oracle Projects’
multi-currency functionality.
Appendix A: Module-Specific Information 345

For information about activating the multi-currency columns:
• Using NoetixViews for Oracle E-Business Suite Administrator (NoetixViews
Administrator), see Activate Multi-Currency Columns for Projects Views
(Optional) in “Generation of Views.”
• Using scripts, see Activate Multi-Currency Columns for Projects Views (Optional)
in “Generation of Views.”
NOTE: It is possible to implement the multi-currency functionality in NoetixViews for
Oracle Projects without activating the feature in Oracle E-Business Suite. Noetix
recommends that you activate the multi-currency columns in NoetixViews only if your
functional experts confirm that you are currently using multiple currencies in Oracle
Projects, or you intend to use this Oracle feature in the future.
Results of Multi-Currency
Activation
Activating multi-currency columns in NoetixViews for Oracle Projects results in the
following changes:
• All transactional views have transaction-specific currency values in the base
amount columns. Additional columns for project functional currency (with _PFC
suffix) and project currency (with _PC suffix) may also be generated. These
additional columns are not added for every occurrence of a transactional amount
column.
Most of the _PFC columns corresponding to the transaction-amount columns are
generated. Some of the _PC columns corresponding to the transaction-amount
columns are also generated. You cannot summarize on the transaction-amount
columns with this option as the columns can be in multiple currencies. You must
summarize the transaction-amount columns based on the corresponding
_PFC or _PC columns.
NOTE: An expense amount in Project Currency might not equate to the Payables
Functional Currency amount for the same transaction.
• Information related to currency codes and exchange rates is generated.
346 NoetixViews for Oracle E-Business Suite Administrator Guide

NOTE: If you use the multi-currency functionality of Oracle Projects at your site, you
must activate multi-currency columns in your views. Otherwise, the amount columns
in your views will contain values in project functional currencies, and not display
information related to currency codes and exchange rates.
Changing the Multi-Currency
Option While Regenerating Noetix
Views
If you changed your choice to activate multi-currency columns since your last
generation, NoetixViews displays a caution message, which would help you to decide
whether to generate multi-currency columns in your Projects views during a
regeneration. If you did not activate the multi-currency columns earlier and choose to
do so now, then additional columns will be generated in your Projects views, and
values in the amount columns will be in transactional currencies.
If you activated the multi-currency columns earlier and choose not to do so now, the
multi-currency columns will not be generated in your Projects views. NoetixViews are
impacted as follows:
• All summary views will have project functional currency values. This is the same if
the multi-currency option is active.
• All transactional views will use project functional currency in the amount
columns. There are a few exceptions to this rule such as agreement and funding
currency amounts.
• The currency codes and exchange rate columns will not be generated. It is
assumed that all amounts are in the project functional currency.
Reports based on these views will change in either situation. Therefore, preferably, after
you decide to activate or not activate multi-currency columns, do not change your
decision during a subsequent generation.
Appendix A: Module-Specific Information 347

Subject Areas in Oracle Projects
The following table shows the Oracle Projects subject areas, the related Functional
areas, Oracle dialog boxes, and the currency types that are supported for those subject
areas. NoetixViews for Oracle Projects might not support all the currency types in all
the subject areas shown, to maintain proper granularity of the result set (detail versus
summary), as well as cross-functionality with other NoetixViews modules.
Subject area Functional area Dialog box name Currency type
Billing Agreements Agreements Agreement Currency
Events Events Entry Bill Transaction
Currency (BTC)
Amount/BTC
[In one way, this is
a transaction on
billing.]
Funding
Fund Projects
(Default Folder)
Fund Projects
(Mult-currency
folder)
Funding Currency
(FC)
FC/FC amount
PFC Amount/PFC
Code
Project Currency
(PC) Amount/
PC Code
Invoice Review Lines Invoice Currency
(IC) Amount/IC
Code
PC Amount/PC
Code
Summary
IC Amount/
IC Code [that is,
transaction
currency for billing]
348 NoetixViews for Oracle E-Business Suite Administrator Guide

Subject area Functional area Dialog box name Currency type
Withheld amount
inquiry
BTC, FC, Invoice
Processing Currency
(IPC), PFC,
and PC
amounts and codes
Retention Retention Inquiry PFC Amount/PFC
Code
PC Amount/PC
Code
FC Amount/FC
Code
Budgets Budgets Budgets/Budget
Lines
Expenditures Expenditure Expenditure
Inquiry - Cost
Distributions
Revenue
Revenue Distribution
Expenditures
(Multicurrency
folder) - Allowed
only for expense
reports.
Expenditure
Inquiry -
Revenue Distributions
Always Project
Functional Currency
(PFC)
FC/Amount
PFC Amount/PFC
Code
PC Amount/PC
Code
Transaction
Amount/Transaction
Currency Code
Reimbursement
Currency
(Denom Currency)
(Transactional
currency for
Expenditure)
Receipt Currency
can be
entered.
PFC Amount
Revenue Inquiry Revenue Lines PFC Amount
Appendix A: Module-Specific Information 349

Subject area Functional area Dialog box name Currency type
Revenue Summmary
PFC Amount/PFC
Code
PSI
Project Status
Inquiry
Commitments
PC Amount
Events
PFC Amount
Invoices
Similar to Invoice
Inquiry dialog box
Resource Status
PFC Amount
PC Amount
Summary
PFC Amount
PC Amount
Task Status
PFC Amount
PC Amount
350 NoetixViews for Oracle E-Business Suite Administrator Guide

NoetixViews for Oracle U.S.
Federal Financials
Oracle U.S. Federal Financials provides a financial management solution to the U.S
federal agencies, that complies with the mandates of U.S. Federal Guidelines.
NoetixViews for U.S. Federal Financials provides predesigned views that cover all the
functionality in Oracle U.S. Federal Financials, such as budgetary control, fund
accounting, cost accumulation and allocation, multiple receivable line accounting,
maintaining United States Standard General Ledger (US SGL) accounts, maintaining
treasury cash accounts, and having multiple organization capabilities. NoetixViews for
U.S. Federal Financials include about 50 views that deal with these functional subject
areas of U.S. Federal Financials. These views belong to the basic and cross functional
types.
The basic views of NoetixViews for Oracle U.S. Federal Financials cater to the
application functionality provided by the Federal Administrator responsibility. Noetix
query users with the Noetix roles of Federal Administrator can access these views.
The cross-functional views of U.S. Federal Financials link the Oracle General Ledger,
Oracle Receivables, Oracle Payables, and Oracle Purchasing modules with U.S. Federal
Financials. For the support of U.S. Federal Financials cross functional views, Noetix
Corporation has extended the functionality of the existing views for General Ledger,
Receivables, Payables, and Purchasing to include columns that link up these modules
with U.S. Federal Financials. For example, in the General Ledger view
GL_Journal_Entries, columns such as Fund_Check_Status,
Je_Batch_Transaction_Code, and Je_Header_Transaction_Code have been added.
Similarly, in the Purchasing views PO_Purchase_Orders and PO_Requisitions, the
PO_Header_Transaction_Code and Req_Header_Transaction_Code columns have
been added respectively. These views can be accessed by Noetix query users having the
appropriate roles for each of the modules.
Appendix A: Module-Specific Information 351

The funds availability views are categorized into summary and detailed views. Noetix
extracts the data displayed on the Funds Available Inquiry window of the U.S. Federal
Financials module and replicates it into two summary views,
FV_Funds_Avail_By_Fund and FV_Funds_Avail_By_Treas_Sym. These views
provide information about the available funds in an organization, summarized on the
basis of the funds and treasury symbols. The detail views provide information about
the basic functional areas of the U.S. Federal Financials and related modules, such as,
budget, expenses, obligations, and commitments. They provide transaction-level
details which can be further summarized. This summarized data can be matched with
the summary views and be used for the purpose of data drilldown.
IMPORTANT: The Noetix views for U.S. Federal Financials are secured on the basis of the
ledgers. However, the following views are also secured by budget levels:
• FV_Budget_Appr_GL_JE
• FV_Budget_Auth_SLA_GL_JE
• FV_Budget_Authority_Trans
• FV_Budget_Transactions
• FV_Fund_Distr_GL_JE
• FV_Fund_Distr_SLA_GL_JE
• FV_Fund_Distributions
• FV_SLA_Budget_Trans
Only those users who are assigned appropriate budget levels through the Security Manager
dialog box can have access to these views. For information about defining custom security for
Noetix query users, see step 8 in “Add a Noetix Query User Using an Existing User” in
“Noetix Query User Management.”
352 NoetixViews for Oracle E-Business Suite Administrator Guide

Subject Areas of NoetixViews for
Oracle U.S. Federal Financials
The following table displays the subject areas of the NoetixViews for U.S. Federal
Financials, modules related with the subject areas, Noetix roles for the views, and
approximate number of the views pertaining to the subject areas:
Subject areas Modules involved Noetix role
Approximate
number of
views
Budget levels,
budget distributions,
transaction types
appropriation or fund
parameters,
fund groups or treasury
account codes,
enhanced transactions,
transaction codes,
federal account symbols,
appropriation parameter
authorizations,
other authorizations,
budget appropriations,
funds distributions, and
funds availability
Oracle U.S.
Federal
Administrator
Federal
Administrator
20
Budget appropriations and
fund distributions
Oracle U.S.
Federal
Administrator and
Oracle General
Ledger
Federal
Administrator
2
Journal entry
Oracle U.S.
Federal
Administrator and
Oracle General
Ledger
General
Ledger
2
Appendix A: Module-Specific Information 353

Subject areas Modules involved Noetix role
Approximate
number of
views
Finance charges,
transaction code mapping,
interagency transfer,
invoice status history,
cash receipts,
accrue finance charges, and
invoice write-off
Oracle U.S.
Federal
Administrator and
Oracle Receivables
Accounts
Receivables
7
Interagency transfer,
assign reason codes,
invoice returns,
treasury confirmation,
invoice payments, and
purchase invoices
Oracle U.S.
Federal
Administrator and
Oracle Payables
Accounts
Payables
11
Purchase orders,
purchase order receipts, and
requisitions
Oracle U.S.
Federal
Administrator and
Oracle Purchasing
Purchasing 6
354 NoetixViews for Oracle E-Business Suite Administrator Guide

Appendix B
Legal Notices

Third-Party License Terms
The applications grep, egrep, and sed are distributed with the NoetixViews for Oracle
E-Business Suite (NoetixViews) and NoetixViews for Oracle E-Business Suite Data
Warehouse Edition software under the GNU General Public License. Noetix hereby
offers to give any third party, for a charge no more than our cost of physically
performing the distribution, a complete computer-readable copy of the grep, egrep
and/or sed source code, which shall be distributed under the GNU General Public
License and supplied on a medium customarily used for software interchange.
Requests for source code must be submitted within three years of this offer, and should
be directed to Noetix Corporation, 5010 148th Avenue NE, Suite 100, Redmond, WA
98052-5119, USA.
GNU GENERAL PUBLIC LICENSE
Version 2, June 1991
Copyright (C) 1989, 1991 Free Software Foundation, Inc.
675 Mass Ave, Cambridge, MA 02139, USA
Everyone is permitted to copy and distribute verbatim copies of this license
document, but changing it is not allowed.
Preamble
The licenses for most software are designed to take away your freedom to share
and change it. By contrast, the GNU General Public License is intended to
guarantee your freedom to share and change free software--to ensure that the
software is free for all its users. This General Public License applies to most of the
Free Software Foundation's software and to any other program whose authors
commit to using it. (Some other Free Software Foundation software is covered by
the GNU Library General Public License instead.) You can apply it to your
programs, too.
When we speak of free software, we are referring to freedom, not price. Our
General Public Licenses are designed to ensure that you have the freedom to
distribute copies of free software (and charge for this service if you want), that you
receive source code or can get it if you want it, that you can change the software
or use pieces of it in new free programs; and that you know you can do these
things.
To protect your rights, we need to make restrictions that forbid anyone to deny you
these rights or to ask you to surrender the rights. These restrictions translate to
356 NoetixViews for Oracle E-Business Suite Administrator Guide

certain responsibilities for you if you distribute copies of the software, or if you
modify it.
For example, if you distribute copies of such a program, whether gratis or for a
fee, you must give the recipients all the rights that you have. You must ensure that
they, too, receive or can get the source code. And you must show them these
terms so they know their rights.
We protect your rights with two steps: (1) copyright the software, and (2) offer
you this license which gives you legal permission to copy, distribute and/or modify
the software.
Also, for each author’s protection and ours, we want to make certain that everyone
understands that there is no warranty for this free software. If the software is
modified by someone else and passed on, we want its recipients to know that what
they have is not the original, so that any problems introduced by others will not
reflect on the original authors' reputations.
Finally, any free program is threatened constantly by software patents. We want to
avoid the danger that redistributors of a free program will individually obtain
patent licenses, in effect making the program proprietary. To prevent this, we have
made it clear that any patent must be licensed for everyone's free use or not
licensed at all.
The precise terms and conditions for copying, distribution and modification follow.
GNU GENERAL PUBLIC LICENSE TERMS AND CONDITIONS FOR COPYING,
DISTRIBUTION AND MODIFICATION
0. This License applies to any program or other work which contains a notice
placed by the copyright holder saying it may be distributed under the terms of this
General Public License. The “Program”, below, refers to any such program or work,
and a “work based on the Program” means either the Program or any derivative
work under copyright law: that is to say, a work containing the Program or a
portion of it, either verbatim or with modifications and/or translated into another
language. (Hereinafter, translation is included without limitation in the term
“modification”.) Each licensee is addressed as “you”.
Activities other than copying, distribution and modification are not covered by this
License; they are outside its scope. The act of running the Program is not
restricted, and the output from the Program is covered only if its contents
constitute a work based on the Program (independent of having been made by
running the Program). Whether that is true depends on what the Program does.
1. You may copy and distribute verbatim copies of the Program's source code as
you receive it, in any medium, provided that you conspicuously and appropriately
publish on each copy an appropriate copyright notice and disclaimer of warranty;
keep intact all the notices that refer to this License and to the absence of any
warranty; and give any other recipients of the Program a copy of this License along
with the Program.
Appendix B: Legal Notices 357

You may charge a fee for the physical act of transferring a copy, and you may at
your option offer warranty protection in exchange for a fee.
2. You may modify your copy or copies of the Program or any portion of it, thus
forming a work based on the Program, and copy and distribute such modifications
or work under the terms of Section 1 above, provided that you also meet all of
these conditions:
1. You must cause the modified files to carry prominent notices stating
that you changed the files and the date of any change.
2. You must cause any work that you distribute or publish, that in whole
or in part contains or is derived from the Program or any part thereof, to
be licensed as a whole at no charge to all third parties under the terms of
this License.
3. If the modified program normally reads commands interactively when
run, you must cause it, when started running for such interactive use in
the most ordinary way, to print or display an announcement including an
appropriate copyright notice and a notice that there is no warranty (or
else, saying that you provide a warranty) and that users may redistribute
the program under these conditions, and telling the user how to view a
copy of this License. (Exception: if the Program itself is interactive but
does not normally print such an announcement, your work based on the
Program is not required to print an announcement.)
These requirements apply to the modified work as a whole. If identifiable sections
of that work are not derived from the Program, and can be reasonably considered
independent and separate works in themselves, then this License, and its terms,
do not apply to those sections when you distribute them as separate works. But
when you distribute the same sections as part of a whole which is a work based on
the Program, the distribution of the whole must be on the terms of this License,
whose permissions for other licensees extend to the entire whole, and thus to each
and every part regardless of who wrote it.
Thus, it is not the intent of this section to claim rights or contest your rights to
work written entirely by you; rather, the intent is to exercise the right to control
the distribution of derivative or collective works based on the Program.
In addition, mere aggregation of another work not based on the Program with the
Program (or with a work based on the Program) on a volume of a storage or
distribution medium does not bring the other work under the scope of this License.
358 NoetixViews for Oracle E-Business Suite Administrator Guide

3. You may copy and distribute the Program (or a work based on it, under Section
2) in object code or executable form under the terms of Sections 1 and 2 above
provided that you also do one of the following:
1. Accompany it with the complete corresponding computer-readable
source code, which must be distributed under the terms of Sections 1 and
2 above on a medium customarily used for software interchange; or,
2. Accompany it with a written offer, valid for at least three years, to give
any third party, for a charge no more than your cost of physically
performing source distribution, a complete computer-readable copy of the
corresponding source code, to be distributed under the terms of Sections
1 and 2 above on a medium customarily used for software interchange;
or,
3. Accompany it with the information you received as to the offer to
distribute corresponding source code. (This alternative is allowed only for
noncommercial distribution and only if you received the program in object
code or executable form with such an offer, in accord with Subsection b
above.)
The source code for a work means the preferred form of the work for making
modifications to it. For an executable work, complete source code means all the
source code for all modules it contains, plus any associated interface definition
files, plus the scripts used to control compilation and installation of the executable.
However, as a special exception, the source code distributed need not include
anything that is normally distributed (in either source or binary form) with the
major components (compiler, kernel, and so on) of the operating system on which
the executable runs, unless that component itself accompanies the executable.
If distribution of executable or object code is made by offering access to copy from
a designated place, then offering equivalent access to copy the source code from
the same place counts as distribution of the source code, even though third parties
are not compelled to copy the source along with the object code.
4. You may not copy, modify, sublicense, or distribute the Program except as
expressly provided under this License. Any attempt otherwise to copy, modify,
sublicense or distribute the Program is void, and will automatically terminate your
rights under this License. However, parties who have received copies, or rights,
from you under this License will not have their licenses terminated so long as such
parties remain in full compliance.
5. You are not required to accept this License, since you have not signed it.
However, nothing else grants you permission to modify or distribute the Program
or its derivative works. These actions are prohibited by law if you do not accept
this License. Therefore, by modifying or distributing the Program (or any work
based on the Program), you indicate your acceptance of this License to do so, and
all its terms and conditions for copying, distributing or modifying the Program or
works based on it.
Appendix B: Legal Notices 359

6. Each time you redistribute the Program (or any work based on the Program),
the recipient automatically receives a license from the original licensor to copy,
distribute or modify the Program subject to these terms and conditions. You may
not impose any further restrictions on the recipients' exercise of the rights granted
herein. You are not responsible for enforcing compliance by third parties to this
License.
7. If, as a consequence of a court judgment or allegation of patent infringement or
for any other reason (not limited to patent issues), conditions are imposed on you
(whether by court order, agreement or otherwise) that contradict the conditions of
this License, they do not excuse you from the conditions of this License. If you
cannot distribute so as to satisfy simultaneously your obligations under this
License and any other pertinent obligations, then as a consequence you may not
distribute the Program at all. For example, if a patent license would not permit
royalty-free redistribution of the Program by all those who receive copies directly
or indirectly through you, then the only way you could satisfy both it and this
License would be to refrain entirely from distribution of the Program.
If any portion of this section is held invalid or unenforceable under any particular
circumstance, the balance of the section is intended to apply and the section as a
whole is intended to apply in other circumstances.
It is not the purpose of this section to induce you to infringe any patents or other
property right claims or to contest validity of any such claims; this section has the
sole purpose of protecting the integrity of the free software distribution system,
which is implemented by public license practices. Many people have made
generous contributions to the wide range of software distributed through that
system in reliance on consistent application of that system; it is up to the author/
donor to decide if he or she is willing to distribute software through any other
system and a licensee cannot impose that choice.
This section is intended to make thoroughly clear what is believed to be a
consequence of the rest of this License.
8. If the distribution and/or use of the Program is restricted in certain countries
either by patents or by copyrighted interfaces, the original copyright holder who
places the Program under this License may add an explicit geographical
distribution limitation excluding those countries, so that distribution is permitted
only in or among countries not thus excluded. In such case, this License
incorporates the limitation as if written in the body of this License.
360 NoetixViews for Oracle E-Business Suite Administrator Guide

Index

The index provides a quick way to look up
topics and keywords used in this
administrator guide.
A
Accounting Flexfield, 90, 288, 290
administrative privileges, 29
Applications tables, 83, 84, 103
APPLSYS user, 73, 100
“Apps” user, 73, 122
Apps-mode security, 4, 120
generating into NQS, 122
archived data for General Ledger, 292
B
base installation directory, 217
benefit element information, 324
budget organizations, 291
C
changing installation directory, 32
chart of accounts, 14, 191
and XOP Roles, 17
checkenv.sh script, 222
clear.bat script, 224
Concurrent Manager
creating a custom application, 243–244
defining concurrent program, 249–251
environment, 235
grant permissions to APPS objects (EBSO
environment), 249
populate password file (standard
environment), 248
populating parameter file, 244–247
scheduling regeneration, 252–254
cparam.sql script, 244, 256
cpw.sql script, 248, 260
Create Query Tool optimizing views, 129, 168
Cron
creating a directory for regenerations, 256
deleting a scheduled regeneration, 266
environment, 235, 261–262
scheduling regeneration, 262–266
set up the environment, 261
valid time values, 264
viewing status, 266
crontab file, 222, 256, 262, 266, 267
Cross Operations Extension (XOP), 10–17
and Inventory roles, 17
calendar periods, 16
Configuration Wizard, 85
generating
using NoetixViews Administrator, 85
using scripts, 103
security, 11, 289
D
Data Security in NoetixViews, 194
Database User, 4, 120
DateTrack, 310
in NoetixViews for Human Resources, 313
Discoverer, Oracle
updating security, 212
E
errors
during generation, 59, 80, 93, 109
during upgrade, 44, 47
in DateTracking, 324
Extra Information Type (EIT) views, 309
joining, 309
supported types, 309
F
finderr.bat script, 109, 224
flexfields
descriptive flexfields, 309, 324
flexfield security rules, 132, 133, 290
See also Accounting Flexfield
362 NoetixViews for Oracle E-Business Suite Administrator Guide

functions in NoetixViews for Oracle Human
Resources, 328
G
General Ledger. See NoetixViews for Oracle
General Ledger
generation
choosing methods for generation, 60
generate using NoetixViews
Administrator, 62–94
global views, 18
list of steps for script-based method, 96
pausing & resuming, 65
preparing files & directories for scripts
generation, 41
script-based generation, 96–114
verifying generation
after generating using NoetixViews
Administrator, 92–93
after script generation, 109
generation scripts
ianswers.sql, 223
iguifs.sql, 224
inst4cm.prog, 224
inst4cron.sh, 222
install1.sql, 224
install2.sql, 224
install3.sql, 224
install4.sql, 224
listcnfg.sql, 224
setup.sh, 222
Get Passwords Wizard, 83
global inventory, 86, 104
Grant Select Any Table/Dictionary tool, 219
H
HTML Help, 60, 95
See also Noetix Help System
publishing the Help, 114, 274, 279
Human Resources
See NoetixViews for Oracle Human Resources
Oracle Date Tracking, 310
managing records in date-tracked
table, 311
Using date tracking in NoetixViews for
Human Resources, 316
I
i_create_sm_users.sql script, 223
iallhlp.sql script, 110, 223, 274
ianswers.sql script, 223, 271
icomhlp.sql script, 110, 223, 274
iconcmgr.sql script, 223, 249
iconnect.sql script, 214, 223
icronenv.sh script, 222, 261
icrontab.sh script, 222, 262
idelqusr.sql script, 193, 223
ifix4sts.sql script, 81, 93, 102, 109, 223,
238, 241, 254, 266, 272
igetprm.sql script, 223, 245, 257
igetpw.sql script, 224, 248, 260
iguifs.sql script, 224
ihtmlhlp.sql script, 110, 224, 271, 274
imshlp.sql script, 110, 224, 271, 274
inst4cm.prog script, 224, 244
inst4cron.sh script, 222, 265
install1.sql script, 97, 224
install2.sql script, 99, 224
install3.sql script, 100, 224
install4.sql script, 101, 224
instuser.sql script, 181
Index 363

Inventory roles
and Cross Operations Extension (XOP), 17
generating
using NoetixViews Administrator, 86–88
using scripts, 104–105
global inventory, 104, 246, 258
organization-specific roles, 104
item master organizations, multiple, 86
J
joining
extra information type (EIT) views, 309
special information type views, 308
K
key flexfield views
columns, 24
integration with global views, 21
L
language code, 129, 168, 184
language, translation, 79, 101, 177
listchng.lst file, 45, 47, 238, 241
listchng.sql script, 45, 47, 224, 238, 241
listcnfg.sql script, 224
listinfo.sql script, 224
listjoin.sql script, 224
logon errors, checking, 222
M
Master/Unix directory, 39
Microsoft Windows Help, 60, 94, 274, 275, 280
See also Help System
and Noetix Easy Help Wizard, 111, 275, 280
compiling the Help, 111–113, 276–278
publishing the Help, 113–114, 278
multi-currency, 6
multi-currency columns
activating using NoetixViews
Administrator, 89
activating using scripts, 105
N
Noetix Answer Builder, 80, 115
Only regeneration, 247
only regeneration, 253, 259
run Noetix Generator for Noetix Platform—
Oracle E-Business Suite Edition, 115
running, 115
Noetix Easy Help Wizard, 111, 275, 280
See also Microsoft Windows Help
Noetix Generator for Noetix Platform—Oracle E-
Business Suite Edition, 115
Noetix Generator for Oracle Discoverer
security, 120, 121
updating security, 212
Noetix Help System, 4
See also specific help formats; Noetix Help
System scripts
distributing to users, 94, 95
generating
using NoetixViews Administrator, 81,
93–95
using scripts, 110
regenerating, 272
scheduling with Cron or Concurrent
Manager, 279–280
using NoetixViews
Administrator, 273–274
using scripts, 274–275
regenerating selected content, 247, 253, 259
scheduling regeneration, 247, 259
scripts for generating Help, 110
types of Help, 59
Noetix Help System scripts
iallhlp.sql, 223, 271, 274
icomhlp.sql, 223, 271, 274
ihtmlhlp.sql, 224, 271, 274
imshlp.sql, 224, 271, 274
364 NoetixViews for Oracle E-Business Suite Administrator Guide

Noetix Payroll Data Mart. See Payroll Data Mart,
Noetix
Noetix Platform
and NoetixViews, 7
creating user accounts, 120, 122
generating user accounts, 212
Noetix Query Users, 4
and Discoverer security, 121
assigning Roles, 170
configuring existing user using
scripts, 177–181
creating accounts
using Security Manager dialog
box, 161–176
creating new accounts
using scripts, 177–182
enabling features, 168
generating into NQS, 120, 212
recommendation for account creation, 123
security options, 124
Noetix query users
creating, 126
Noetix Script Copy Wizard, 41, 46
Noetix System Administration User, 68, 122, 217
changing base installation directory, 217
configuring
using NoetixViews Administrator, 75–77
using scripts, 100
creating
using NoetixViews Administrator, 66–71
using scripts, 97–99
default user name, 68
enabling & disabling features, 221
naming, 57
schema, 122
security, 221
user type, 122
Noetix views
generation
using NoetixViews Administrator, 62–95
using scripts, 96–114
NOETIX_UNIX user, 243, 248, 256, 260
noetix.hlp file, 114, 278
noetix.rtf file, 112, 276
NoetixAnswers, 7, 115
and Noetix Generator for Noetix Platform—
Oracle E-Business Suite Edition, 7
NoetixViews
add-on products, 7
NoetixViews Administrator, 3
installing, 29–36
preinstallation considerations, 28
running SQL scripts, 225
running UNIX scripts, 223
starting NoetixViews Administrator, 63
tools & features, 216–222
for browsing to files, 218
for changing base installation
directory, 217
for disabling features, 221
for granting “SELECT ANY TABLE”
privilege, 219
for overriding Oracle tool versions, 220
upgrading, 42
NoetixViews for Human Resources, 294–328
functions, 328
optional views & columns, 327
performance, 327
salary calculations, 326
setup business group, 326
NoetixViews for Oracle General Ledger, 288–293
archived data, 292
assigning security, 288–289
assigning security through wizard, 170
budget organizations, 291
modifying General Ledger security for Noetix
query users, 185
regenerating, 288
security, 5, 290–291
summarized data, 293
NoetixViews for Oracle Payroll, 329–341
installing Noetix Payroll Data Mart, 331
NoetixViews for Payroll
See also Payroll Data Mart, Noetix
Index 365

O
online help. See Help System
Oracle DateTrack, 310
Oracle E-Business Suite security
APPLSYS account, 73, 100
limitations on max Roles, 123
P
parameter file, 244, 256
passwords
populating file for regenerations, 248, 260
required for generation, 51
payroll data mart, Noetix
calculating tablespace, 331
installing, 332–333
pre-requisites for installation, 331
uninstalling, 341
performance
and user profiles, 5
of NoetixViews for Human
Resources, 327–328
permissions, changing on script files, 222
prefixes
defaults, 58, 90, 101
editing
after generation, warning notice, 58
during generation with NoetixViews
Administrator, 90–91
during generation with scripts, 101
during regeneration, warning, 238, 240
during upgrades, warning, 45, 47
limits when scheduling regenerations, 236
pre-update process
using NoetixViews Administrator, 44
using scripts, 47
procedure owner, 66
profiles, creating for users, 5
Q
queries, runaway, 5
Query Tool Help, 60, 94
See also Help System; query tools
distributing to users, 274, 275, 280
query tools
and modifying users, 212
performance, 168
Query User Maintenance utility, 183, 191
query users. See Noetix Query Users; user accounts;
user accounts, administering
R
refresh. See regenerating; regenerating NoetixViews
Refreshing Security for Query Users, 194
regenerating
See also regenerating NoetixViews
Noetix Help System, 272–280
NoetixViews, 237–267
regenerating NoetixViews, 6, 237–267
comparing old & new generations, 238
failed regeneration, warning, 237
methods for regenerating, 235–236
scheduling with Concurrent
Manager, 242–254
scheduling with Cron, 255–267
using NoetixViews
Administrator, 237–239
using scripts, 240–241
populating parameter file, 256–259
populating passwords file, 260
reasons to regenerate, 234, 288
scheduling services, 235
verifying script versions, 237
vs. upgrading, 234
regeneration scripts
See also generation scripts; regenerating
NoetixViews; regenerating
iconcmgr.sql, 223
icronenv.sh, 222
icrontab.sh, 222
igetprm.sql, 223
igetpw.sql, 224
listchng.sql, 224
366 NoetixViews for Oracle E-Business Suite Administrator Guide

emove files, 224
requirements, system, 28
Roles, NoetixViews, 5
See also prefixes
adding or removing, 190
assigning to users, 170
defined, 5
Run, 115
runaway queries, 5
S
scheduling regenerations
See also regenerating NoetixViews; scheduling
scripts
methods
using Concurrent Manager, 242–254
using Cron, 255–267
restrictions on Role prefixes, 236
scheduling scripts
See also regeneration scripts; regenerating
NoetixViews
crontab file, 256
iconcmgr.sql, 249
icronenv.sh, 261
icrontab.sh, 262
scheduling services, 235
scripts
changing permissions on files, 222
file formats, 39
for generating Help, 110
preparing files & directories, 41
running
from a command line, 223
in SQL*Plus, 223
SQL scripts, 223
transferring files
using FTP client, 36, 39
using Script Copy Wizard, 37–39
UNIX scripts, 222
verifying script versions, 237
security
See also Apps-mode security; Oracle E-Business
Suite security
assigning General Ledger security, 288–289
derived from Oracle EBS, 132, 289
for General Ledger, 5, 290–291
for General Ledger with XOP General Ledger
Roles, 17
granting access to data, 120
options for Noetix Query Users, 124
security rules for General Ledger, 124, 170
“SELECT ANY TABLE ” privilege, 219
types of access, 289
security rules, 5, 124, 170, 288–289, 290
security, derived from Oracle EBS, 137, 142
SELECT ANY DICTIONARY, 69
SELECT ANY TABLE, 69
setup.sh script, 40, 41, 222, 244, 256
special information type views, 307–308
joining, 308
SQL scripts, 223
SQL*Loader
changing version, 220
SQL*Plus
changing version, 220
running scripts, 223
status
of Cron regeneration, 266
of generation
using NoetixViews Administrator, 92–93
using scripts, 109
summarized data for General Ledger, 293
system requirements, 28
T
table owner, 66
tables for the Application Object Library, 72
Index 367

tablespace
calculating for Noetix Payroll Data Mart, 331
creating for generation, 52
locally managed, 52
storage location, 70
temporary space, 70
The, 69
translation language, 79, 101, 177
tupdprfx.sql script, 224
Types of Noetix views regeneration, 247, 253, 259
U
U.S. Federal Financials, 351
uninstalling NoetixViews Administrator, 282
UNIX scheduling service. See Cron
UNIX scripts
See also specific UNIX scripts
upgrade scripts & files
iappspkg.sql, 223
listchng.lst, 47
listchng.sql, 45, 224
preupd.sql, 47, 224
upgrading NoetixViews
editing prefixes, warning, 45, 47
generating answers, 45, 47
methods
using NoetixViews Administrator, 43–46
using scripts, 46–48
vs. regenerating, 234
upgrading NoetixViews Administrator, 42
user accounts, 4
See also specific account names & types; Roles,
NoetixViews; user accounts, administering
custom access for data, 191
database user, 67
security, 4, 120, 170, 289
user accounts, administering, 120
See also user administration scripts; user
accounts
assigning Roles, 170
creating database accounts, 164
creating new accounts
using Query User Maintenance
utility, 126–161
using scripts, 181–182
using wizard, 161–176
creating profiles, 5
deleting a user
using Query User Maintenance utility, 192
using scripts, 193
modifying, 183–190
user administration scripts
instuser.sql, 224
V
views
See also specific module names
creating synonyms, 164, 168
generating
using NoetixViews Administrator, 78–91
using scripts, 101–114
naming conventions, 58–59
owner, 57, 66
regenerating using previous settings,
warning, 238, 240
searching with wildcards, 59
updating security, 288
W
warning logs, 80
Web Help. See HTML Help
X
XOP. See Cross Operations Extension (XOP)
Z
Z$ columns list, script, 224
368 NoetixViews for Oracle E-Business Suite Administrator Guide