Administrator Guide - Noetix Technical Support

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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
Page 1 and 2: Administrator Guide ®
Page 3: All other company and product names
Page 6 and 7: Chapter 4 Generation of Views. . .
Page 8 and 9: Schedule Regeneration in Cron . . .
Page 11 and 12: Preface This preface is an introduc
Page 13 and 14: Chapter 1 About NoetixViews This ch
Page 15 and 16: • Comprehensive documentation: No
Page 17 and 18: User Profiles To optimize system re
Page 19: NoetixAnswers NoetixAnswers immedia
Page 22 and 23: Overview Noetix Corporation offers
Page 24 and 25: The following table explains the wo
Page 26 and 27: Guidelines for Using XOP Views For
Page 28 and 29: XOP Views and Calendar Periods The
Page 30 and 31: Global Views The global extension o
Page 32 and 33: Global Views and MRC If the Oracle
Page 34 and 35: The following table explains how da
Page 36 and 37: Columns in Key Flexfield Views A ke
Page 38 and 39: Of the global views that return inf
Page 42 and 43: To install NoetixViews: 1. Run the
Page 44 and 45: 5. On the Installation Location pag
Page 46 and 47: 7. On the Installation Summary page
Page 48 and 49: 9. On the next page, click Finish.
Page 50 and 51: 3. Type a user name, password, and
Page 52 and 53: To transfer scripts using an FTP cl
Page 54 and 55: Upgrade the Software NoetixViews fo
Page 56 and 57: If you select the same folder in wh
Page 58 and 59: If you are using Noetix Generator f
Page 60 and 61: 5. Regenerate the Noetix Help File
Page 62 and 63: Pre-Generation Considerations The s
Page 64 and 65: To check your SQL*Plus, SQL*Loader
Page 66 and 67: Update Scripts Before Generation Be
Page 68 and 69: In the standard version of this vie
Page 70 and 71: Name Role Prefixes All Noetix view
Page 72 and 73: The Noetix Help File is available i
Page 74 and 75: Option 1: Generate Using NoetixView
Page 76 and 77: To generate views for the first tim
Page 78 and 79: Stage 1: Create Noetix System Admin
Page 80 and 81: 3. The next page prompts you to typ
Page 82 and 83: 5. The next page identifies the tab
Page 84 and 85: Stage 2: Grant Limited Privileges t
Page 86 and 87: 3. If you want to go to the next st
Page 88 and 89: 2. The next page prompts for a conf
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Stage 4: Generate Views To begin St
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3. (Optional) If you have purchased
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5. Click Finish to start generating
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To grant NoetixViews Administrator
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Generate Inventory Roles (Optional)
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2. The next page gives you the opti
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Edit Role Prefixes During Stage 4 o
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Verify Generation The following ins
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3. NoetixViews for Oracle E-Busines
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Option 2: Generate Using Scripts Th
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4. Answer the following prompts:
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Stage 3: Set Up Noetix System Admin
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• Run Answer Builder? (Answer Y f
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To generate the XOP views: 1. Answe
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Edit Role Information The generatio
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NOTE: For every role prefix, the in
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To generate the Noetix Help File: 1
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3. The next page prompts you for a
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2. Move the noetix.hlp file to a sh
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To run Noetix Answer Builder after
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Chapter 5 Noetix Query User Managem
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These users are automatically added
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The Oracle Administrative Database
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Also, for the Noetix views for U.S.
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3. Click on the NoetixViews for Ora
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5. On the General tab: • Select a
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6. When a Noetix query user require
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2. In the Chart of Accounts/Ledger
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7. Use the Business Group tab to co
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• all business groups included in
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• Legislation Code: Indicates the
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8. Use the Ledger tab to do one or
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For information about specifying a
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• COA ID: Indicates the chart of
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Click a column title to sort the bu
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• Purchasing • Receivables •
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The following columns and options a
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10. Use the Inventory Organization
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• All: Click this option to grant
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• Organization ID: Indicates the
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• Application: The name of the mo
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IMPORTANT: Be careful while assigni
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4. On the Noetix Query User Mainten
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7. If you have clicked the Create N
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9. If you have clicked the Select E
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Click Next. The Security Rules page
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12. Optionally, set up the query us
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14. Optionally, set up the query us
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16. Assign roles to the query user
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Create Noetix Query Users Using Scr
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c. Please enter the name(s) of the
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7. Press ENTER, when prompted, to s
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Modify Noetix Query Users Modifying
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To modify access to data in General
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To modify query user’s access to
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To modify the Noetix query user’s
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Delete Noetix Query Users A Noetix
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To delete a Noetix query user using
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When you assign a role to a Noetix
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• Oracle Time and Labor • Oracl
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• Oracle E-Business Suite Authent
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Application-specific security that
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Provide Row-Level Security in BI To
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• BI Tool URL: Indicates the URL
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To modify the settings of BI tools:
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• Responsibility: Indicates the r
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To modify the settings of registere
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Chapter 6 Maintenance This chapter
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When you run the view generation pr
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Change Base Installation Directory
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Grant Select Any Table/Dictionary T
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Enable/Disable Administrator Functi
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Run a UNIX Script To run a UNIX scr
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Run an SQL or MS-DOS Script You can
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Resolve Issues in Your Noetix Views
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NoetixViews Customization The funct
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Customize NoetixViews The customiza
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Chapter 7 Regeneration of Views Thi
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When regenerating, you must start w
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IMPORTANT: If a regeneration fails
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6. Regenerate the Noetix Help File:
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NOTE: If any errors are detected in
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Step 1: Set Up Custom Application Y
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equired parameters (except password
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• Should Database comments be gen
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Step 4: Grant Permissions to APPS O
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• Please enter the default tables
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• Generate the Global Inventory r
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Option 4: Regenerate Using Schedule
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To populate the parameter file: 1.
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• Should HTML Help be generated?
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Step 4: Grant Permissions to APPS O
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3. Answer the following prompts. To
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An entry will be created in your cr
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3. Type the following to edit or de
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To run Noetix Answer Builder from N
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Option 2: Regenerate Answers Using
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Option 1: Regenerate Help Using Noe
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The following script files are avai
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4. The next page displays the path
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Publish HTML Help Format The HTML h
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Chapter 8 Uninstalling the Software
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3. On the Uninstall NoetixViews pag
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5. On the Uninstallation Complete p
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Appendix A Module-Specific Informat
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Each Noetix query user will have on
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Although Oracle E-Business Suite al
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Summarized Data The data in the Gen
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About Access to Human Resources Dat
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In such cases, access to employee d
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At logon, when the Noetix query use
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View name HR_EI_GHR_Sep_Retire HR_E
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View name HR_Pos_Requirements HR_Re
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The following table lists the Noeti
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View name HXC_PUI_Missing_Timecards
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EIT Views Extra information type (E
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Following is an example of a DateTr
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• If no future DateTracked record
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Exceptions in Effective Dates Used
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Using Flag Columns Some DateTracked
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We are now moving on to more challe
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Reporting Changes One of the challe
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Creating Data Batches and Handling
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View label HR_Emp_Assign_Costs HR_E
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Optional Views and Columns Some vie
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NoetixViews for Oracle Payroll Orac
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Before Installing Noetix Payroll Da
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• APPS Password: APPS Password to
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Object Name Object Type Description
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• Enable Triggers (Yes or No): Se
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Update Noetix Payroll Balances When
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Uninstall Noetix Payroll Data Mart
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Multi-Currency Terminology in Oracl
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Creating a report for a particular
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NOTE: If you use the multi-currency
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Subject area Functional area Dialog
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NoetixViews for Oracle U.S. Federal
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Subject Areas of NoetixViews for Or
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Appendix B Legal Notices
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certain responsibilities for you if
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3. You may copy and distribute the
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Index
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functions in NoetixViews for Oracle
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Noetix Payroll Data Mart. See Payro
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emove files, 224 requirements, syst
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