Administrator Guide - Noetix Technical Support

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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 vi NoetixViews for Oracle E-Business Suite Administrator Guide
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 vii
Page 1 and 2: Administrator Guide ®
Page 3: All other company and product names
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 40 and 41: Overview This chapter provides info
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
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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
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The Noetix Help File is available i
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Option 1: Generate Using NoetixView
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To generate views for the first tim
Page 78 and 79:
Stage 1: Create Noetix System Admin
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3. The next page prompts you to typ
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5. The next page identifies the tab
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Stage 2: Grant Limited Privileges t
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3. If you want to go to the next st
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2. The next page prompts for a conf
Page 90 and 91:
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
Page 122 and 123:
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
Page 205 and 206:
To delete a Noetix query user using
Page 207 and 208:
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
Page 215 and 216:
Provide Row-Level Security in BI To
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• BI Tool URL: Indicates the URL
Page 219 and 220:
To modify the settings of BI tools:
Page 221 and 222:
• Responsibility: Indicates the r
Page 223 and 224:
To modify the settings of registere
Page 225 and 226:
Chapter 6 Maintenance This chapter
Page 227 and 228:
When you run the view generation pr
Page 229 and 230:
Change Base Installation Directory
Page 231 and 232:
Grant Select Any Table/Dictionary T
Page 233 and 234:
Enable/Disable Administrator Functi
Page 235 and 236:
Run a UNIX Script To run a UNIX scr
Page 237 and 238:
Run an SQL or MS-DOS Script You can
Page 239 and 240:
Resolve Issues in Your Noetix Views
Page 241 and 242:
NoetixViews Customization The funct
Page 243 and 244:
Customize NoetixViews The customiza
Page 245 and 246:
Chapter 7 Regeneration of Views Thi
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When regenerating, you must start w
Page 249 and 250:
IMPORTANT: If a regeneration fails
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6. Regenerate the Noetix Help File:
Page 253 and 254:
NOTE: If any errors are detected in
Page 255 and 256:
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
Page 281 and 282:
To run Noetix Answer Builder from N
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Option 2: Regenerate Answers Using
Page 285 and 286:
Option 1: Regenerate Help Using Noe
Page 287 and 288:
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
Page 297 and 298:
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
Page 303 and 304:
Although Oracle E-Business Suite al
Page 305 and 306:
Summarized Data The data in the Gen
Page 307 and 308:
About Access to Human Resources Dat
Page 309 and 310:
In such cases, access to employee d
Page 311 and 312:
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
Page 323 and 324:
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
Page 335 and 336:
Creating Data Batches and Handling
Page 337 and 338:
View label HR_Emp_Assign_Costs HR_E
Page 339 and 340:
Optional Views and Columns Some vie
Page 341 and 342:
NoetixViews for Oracle Payroll Orac
Page 343 and 344:
Before Installing Noetix Payroll Da
Page 345 and 346:
• APPS Password: APPS Password to
Page 347 and 348:
Object Name Object Type Description
Page 349 and 350:
• Enable Triggers (Yes or No): Se
Page 351 and 352:
Update Noetix Payroll Balances When
Page 353 and 354:
Uninstall Noetix Payroll Data Mart
Page 355 and 356:
Multi-Currency Terminology in Oracl
Page 357 and 358:
Creating a report for a particular
Page 359 and 360:
NOTE: If you use the multi-currency
Page 361 and 362:
Subject area Functional area Dialog
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NoetixViews for Oracle U.S. Federal
Page 365 and 366:
Subject Areas of NoetixViews for Or
Page 367 and 368:
Appendix B Legal Notices
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certain responsibilities for you if
Page 371 and 372:
3. You may copy and distribute the
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Index
Page 375 and 376:
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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Administrator Guide - Noetix Technical Support

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