Administrator Guide - Noetix Technical Support

More documents

Recommendations

Info

Subject Areas in Oracle ProjectsThe following table shows the Oracle Projects subject areas, the related Functionalareas, Oracle dialog boxes, and the currency types that are supported for those subjectareas. NoetixViews for Oracle Projects might not support all the currency types in allthe subject areas shown, to maintain proper granularity of the result set (detail versussummary), as well as cross-functionality with other NoetixViews modules.Subject area Functional area Dialog box name Currency typeBilling Agreements Agreements Agreement CurrencyEvents Events Entry Bill TransactionCurrency (BTC)Amount/BTC[In one way, this isa transaction onbilling.]FundingFund Projects(Default Folder)Fund Projects(Mult-currencyfolder)Funding Currency(FC)FC/FC amountPFC Amount/PFCCodeProject Currency(PC) Amount/PC CodeInvoice Review Lines Invoice Currency(IC) Amount/ICCodePC Amount/PCCodeSummaryIC Amount/IC Code [that is,transactioncurrency for billing]356 NoetixViews for Oracle E-Business Suite Administrator Guide
Subject area Functional area Dialog box name Currency typeWithheld amountinquiryBTC, FC, InvoiceProcessing Currency(IPC), PFC,and PCamounts and codesRetention Retention Inquiry PFC Amount/PFCCodePC Amount/PCCodeFC Amount/FCCodeBudgets Budgets Budgets/BudgetLinesExpenditures Expenditure ExpenditureInquiry - CostDistributionsRevenueRevenue DistributionExpenditures(Multicurrencyfolder) - Allowedonly for expensereports.ExpenditureInquiry -Revenue DistributionsAlways ProjectFunctional Currency(PFC)FC/AmountPFC Amount/PFCCodePC Amount/PCCodeTransactionAmount/TransactionCurrency CodeReimbursementCurrency(Denom Currency)(Transactionalcurrency forExpenditure)Receipt Currencycan beentered.PFC AmountRevenue Inquiry Revenue Lines PFC AmountAppendix A: Module-Specific Information 357
Page 1 and 2:
Administrator Guide®
Page 3:
Oracle, JD Edwards, PeopleSoft, Ret
Page 6 and 7:
Chapter 4 Generation of Views. . .
Page 8 and 9:
Option 3: Regenerate Using Schedule
Page 11 and 12:
PrefaceThis preface is an introduct
Page 13 and 14:
Chapter 1AboutNoetixViewsThis chapt
Page 15 and 16:
• Comprehensive documentation: No
Page 17 and 18:
User ProfilesTo optimize system res
Page 19:
metadata into Noetix QueryServer (N
Page 22 and 23:
OverviewNoetix Corporation offers s
Page 24 and 25:
The following table explains the wo
Page 26 and 27:
Guidelines for Using XOP ViewsFor e
Page 28 and 29:
XOP Views and Calendar PeriodsThe n
Page 30 and 31:
Global ViewsThe Noetix global views
Page 32 and 33:
Global Views and Multi-CurrencyFor
Page 34 and 35:
The following diagram depicts how t
Page 36 and 37:
2 In Oracle E-Business Suite, the f
Page 38 and 39:
• The columns for qualifier segme
Page 41 and 42:
Chapter 3InstallingNoetixViews forO
Page 43 and 44:
Grant Administrative Privileges for
Page 45 and 46:
4. On the Software License Agreemen
Page 47 and 48:
6. On the Choose Start Menu Folder
Page 49 and 50:
8. On the Installation Complete pag
Page 51 and 52:
To transfer scripts using the Noeti
Page 53 and 54:
5. Confirm the information that you
Page 55 and 56:
Prepare Files and Directory for Gen
Page 57 and 58:
Choose an Upgrade MethodNoetixViews
Page 59 and 60:
3. Complete Stages 2, 3, and 4 of t
Page 61 and 62:
Additional Steps to Be PerformedAft
Page 63 and 64:
Chapter 4Generation ofViewsThis cha
Page 65 and 66:
Obtain Account InformationPrior to
Page 67 and 68:
Install Data Mart (When UsingNoetix
Page 69 and 70:
NoetixViews for Oracle PayrollIf yo
Page 71 and 72:
Decide on Noetix SystemAdministrati
Page 73 and 74:
If you have only one ledger, invent
Page 75 and 76:
For information about generation of
Page 77 and 78:
To generate views for the first tim
Page 79 and 80:
Stage 1: Create Noetix SystemAdmini
Page 81 and 82:
3. The next page prompts you to typ
Page 83 and 84:
5. The next page identifies the tab
Page 85 and 86:
Stage 2: Grant Limited Privileges t
Page 87 and 88:
3. If you want to go to the next st
Page 89 and 90:
2. The next page prompts for a conf
Page 91 and 92:
Stage 4: Generate ViewsTo begin Sta
Page 93 and 94:
3. The next page allows you to sele
Page 95 and 96:
4. Provides the Pause for role pref
Page 97 and 98:
6. The next page prompts you to sel
Page 99 and 100:
Get PasswordsDuring Stage 4 of the
Page 101 and 102:
Activate Multi-Currency Columnsfor
Page 103 and 104:
• Ledger: The name of the ledger.
Page 105 and 106:
Verify GenerationThe following inst
Page 107 and 108:
The Query Tool Help, if generated,
Page 109 and 110:
Option 2: Generate UsingScriptsThe
Page 111 and 112:
4. Answer the following prompts:•
Page 113 and 114:
Stage 3: Set Up Noetix SystemAdmini
Page 115 and 116:
• Create Cross Operations Extensi
Page 117 and 118:
4. Verify the information that you
Page 119 and 120:
Given below is a sample section of
Page 121 and 122:
Verify GenerationTo verify that eac
Page 123 and 124:
Compile and Publish MicrosoftWinHel
Page 125 and 126:
5. The text box in the next page di
Page 127 and 128:
Run Noetix Answer Builder(When Usin
Page 129:
4. On the next page, the Answer Bui
Page 132 and 133:
OverviewIn NoetixViews for Oracle E
Page 134 and 135:
However, for an Oracle E-Business S
Page 136 and 137:
• Decide which security rules to
Page 138 and 139:
Create Noetix Query UsersUsing GUIC
Page 140 and 141:
4. On the Noetix Query User Mainten
Page 142 and 143:
• The Create Synonyms check box i
Page 144 and 145:
To add General Ledger security rule
Page 146 and 147:
• Custom Access: Customizes the a
Page 148 and 149:
7. Use the Business Group tab to co
Page 150 and 151:
• all business groups included in
Page 152 and 153:
The following columns and options a
Page 154 and 155:
8. Use the Ledger tab to do one or
Page 156 and 157:
For information about specifying a
Page 158 and 159:
• Chart of Accounts: Indicates th
Page 160 and 161:
• Name: Indicates the name of the
Page 162 and 163:
• Purchasing• Receivables• Yo
Page 164 and 165:
The following columns and options a
Page 166 and 167:
10. Use the Inventory Organization
Page 168 and 169:
• All: Click this option to grant
Page 170 and 171:
• Master Organization: Indicates
Page 172 and 173:
• Application: The name of the mo
Page 174 and 175:
IMPORTANT: Be careful while assigni
Page 176 and 177:
4. On the Noetix Query User Mainten
Page 178 and 179:
7. If you have clicked the Create N
Page 180 and 181:
9. Provide the user name and passwo
Page 182 and 183:
13. On the User Options page, selec
Page 184 and 185:
14. Optionally, set up the query us
Page 186 and 187:
Page 188 and 189:
Page 190 and 191:
Create Noetix Query UsersUsing Scri
Page 192 and 193:
c. Please enter the name of the dat
Page 194 and 195:
7. Press ENTER, when prompted, to s
Page 196 and 197:
Modify Noetix Query UsersModifying
Page 198 and 199:
To modify access to data in General
Page 200 and 201:
To modify query user’s access to
Page 202 and 203:
To modify the Noetix query user’s
Page 204 and 205:
Delete Noetix Query UsersA Noetix q
Page 206 and 207:
To delete a Noetix query user using
Page 208 and 209:
Noetix Generators automatically con
Page 210 and 211:
Oracle Business IntelligenceThe fol
Page 212 and 213:
Data Access PrivilegeNOTE: In Oracl
Page 214 and 215:
In Oracle E-Business Suite, an Orac
Page 216 and 217:
Application-Specific SecurityApplic
Page 218 and 219:
To change this schedule, log on to
Page 220 and 221:
Manage BI ToolsBefore you register
Page 222 and 223:
. In the Product Name list, click t
Page 224 and 225:
5. Click Yes. You will return to th
Page 226 and 227:
e. (Optional.) To specify an end da
Page 228 and 229:
Update Reporting Tool or EULYou may
Page 230 and 231:
OverviewThe NoetixViews for Oracle
Page 232 and 233:
The files in the .hist folder follo
Page 234 and 235:
Explore from HereThe Explore from H
Page 236 and 237:
Override Oracle Tool DetectionNoeti
Page 238 and 239:
You can choose to enable or disable
Page 240 and 241:
• igetpw.sql: Gathers passwords f
Page 242 and 243:
2. The prompt is displayed as Noeti
Page 244 and 245:
Refresh Key Flexfield DataCache Tab
Page 246 and 247:
By default, the incremental refresh
Page 248 and 249:
NoetixViews CustomizationThe functi
Page 250 and 251:
Customize NoetixViewsThe customizat
Page 253 and 254:
Chapter 7Regeneration ofViewsThis c
Page 255 and 256:
When regenerating, you must start w
Page 257 and 258:
IMPORTANT: If a regeneration fails
Page 259 and 260:
6. Regenerate the Noetix Help File:
Page 261 and 262:
NOTE: If any errors are detected in
Page 263 and 264:
Step 1: Set Up Custom ApplicationYo
Page 265 and 266:
The script you run in this step wil
Page 267 and 268:
• Should Microsoft Help be genera
Page 269 and 270:
Step 4: Grant Permissions to APPSOb
Page 271 and 272:
• Please enter the default tables
Page 273 and 274:
• Generate Microsoft Help?• Gen
Page 275 and 276:
Step 1: Create UNIX User andDirecto
Page 277 and 278:
• Should Global views be installe
Page 279 and 280:
Step 3: Populate Password FileIMPOR
Page 281 and 282:
3. With the UNIX editor of your cho
Page 283 and 284:
You must specify an appropriate num
Page 285 and 286:
NOTE: If any errors are detected in
Page 287 and 288:
Regenerate Noetix Answers/Help File
Page 289 and 290:
NOTE: The Continue if warnings dete
Page 291 and 292:
For information about defining a jo
Page 293 and 294:
• Publish the HTML help file, if
Page 295 and 296:
To transfer and compile the Microso
Page 297 and 298:
6. If the help source file (noetix.
Page 299:
• When prompted for your Generati
Page 302 and 303:
OverviewThis chapter contains infor
Page 304 and 305:
4. On the Uninstalling page, click
Page 306 and 307:
Uninstall the Software fromUNIXFor
Page 308 and 309:
NoetixViews for OracleGeneral Ledge
Page 310 and 311:
General Ledger Data SecurityData se
Page 312 and 313:
Archived DataGeneral Ledger has a f
Page 314 and 315:
NoetixViews for Oracle HumanResourc
Page 316 and 317:
Security Policies in Views for HRMS
Page 318 and 319: The following table indicates how t
Page 320 and 321: For information about how to contro
Page 322 and 323: View nameHR_Emp_Ethnic_Info(availab
Page 324 and 325: The following table lists the Noeti
Page 326 and 327: View namePAY_Payroll_Proc_SummaryPA
Page 328 and 329: In addition, the following views ar
Page 330 and 331: Oracle DateTrack and NoetixViewsThe
Page 332 and 333: Updating RecordsIf you update a rec
Page 334 and 335: DateTracked Historic Views and Effe
Page 336 and 337: How to Use Oracle DateTrack inNoeti
Page 338 and 339: Hiding Duplicate RowsMost of the ti
Page 340 and 341: 3. You can concatenate the day and
Page 342 and 343: Creating Intelligent History Querie
Page 344 and 345: Restricting DateTrackingWhen you ed
Page 346 and 347: For these views, the Noetix Help Fi
Page 348 and 349: FunctionsNoetixViews for Human Reso
Page 350 and 351: About Noetix Payroll Data MartNoeti
Page 352 and 353: How to Install Noetix Payroll DataM
Page 354 and 355: Objects Created During GenerationTh
Page 356 and 357: When the data population is schedul
Page 358 and 359: Purge Noetix Payroll Data MartYou c
Page 360 and 361: 2. On the Concurrent Manager, click
Page 362 and 363: NoetixViews for OracleProjectsNoeti
Page 364 and 365: TerminologyProject Currency (PC)Pro
Page 366 and 367: For information about activating th
Page 370 and 371: Subject area Functional area Dialog
Page 372 and 373: The funds availability views are ca
Page 374 and 375: Subject areas Modules involved Noet
Page 376 and 377: Third-Party License TermsThe applic
Page 378 and 379: You may charge a fee for the physic
Page 380 and 381: 6. Each time you redistribute the P
Page 382 and 383: AAccounting Flexfield, 91, 296, 298
Page 384 and 385: Inventory rolesand Cross Operations
Page 386 and 387: Oracle DateTrack, 318Oracle E-Busin
Page 388: tablespacecalculating for Noetix Pa
show all

Administrator Guide - Noetix Technical Support

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?