Administrator Guide - Noetix Technical Support

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Chapter 4 Generation of Views. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51Pre-Generation Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Back Up Oracle E-Business Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . .52Obtain Account Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53Determine Oracle Tools Versions. . . . . . . . . . . . . . . . . . . . . . . . . . . .53Create Tablespace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54Install Data Mart (When Using NoetixViews for Oracle Payroll) . . . .55Update Scripts Before Generation . . . . . . . . . . . . . . . . . . . . . . . . . . .56Decide on Noetix System Administration User Name . . . . . . . . . . . .59Name Role Prefixes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59Choose Help Formats to Generate . . . . . . . . . . . . . . . . . . . . . . . . . . .61Choose a Generation Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62Option 1: Generate Using NoetixViews Administrator. . . . . . . . . . . . . . . . . . .63Start NoetixViews Administrator . . . . . . . . . . . . . . . . . . . . . . . . . . . .64Stage 1: Create Noetix System Administration User Account . . . . . . .67Stage 2: Grant Limited Privileges to AOL Data . . . . . . . . . . . . . . . . .73Stage 3: Set Up Noetix System Administration User Account. . . . . . .76Stage 4: Generate Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .79Verify Generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93Generate Noetix Help File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .94Option 2: Generate Using Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97Stage 1: Create Noetix System Administration User Account . . . . . . .98Stage 2: Grant Limited Privileges to AOL Data . . . . . . . . . . . . . . . .100Stage 3: Set Up Noetix System Administration User Account. . . . . .101Stage 4: Generate Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102Verify Generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109Generate Noetix Help File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .109Run Noetix Answer Builder (When Using Noetix Platform) . . . . . . . . . . . . .115Chapter 5 Noetix Query User Management . . . . . . . . . . . . . . . . . . . . . . .119Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120Gather User Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123Create Noetix Query Users Using GUI. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126Add a Noetix Query User Using an Existing User . . . . . . . . . . . . . .126Create a Noetix Query User Using the Add Wizard . . . . . . . . . . . . .162Create Noetix Query Users Using Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . .178Add Existing Users as Noetix Query Users . . . . . . . . . . . . . . . . . . . .178Create a Database User. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182Modify Noetix Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184Delete Noetix Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .192Data Security in NoetixViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195viNoetixViews for Oracle E-Business Suite Administrator Guide
View and Answer Authorization. . . . . . . . . . . . . . . . . . . . . . . . . . . . 195Data Access Privilege . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200Refresh Security for Query Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205Provide Row-Level Security in BI Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207Manage BI Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208Manage BI Tool Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212Update Reporting Tool or EUL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 216Generate Noetix Query Users into NQS (When Using Noetix Platform). . . . 216Chapter 6 Maintenance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 217Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218Locate ImportantDirectories and Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 218When You Generate Noetix Views. . . . . . . . . . . . . . . . . . . . . . . . . . 218When You Regenerate or Upgrade Views. . . . . . . . . . . . . . . . . . . . . 219NoetixViews Administrator Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220Change Base Installation Directory . . . . . . . . . . . . . . . . . . . . . . . . . 221Explore from Here . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222Grant Select Any Table/Dictionary . . . . . . . . . . . . . . . . . . . . . . . . . 223Override Oracle Tool Detection . . . . . . . . . . . . . . . . . . . . . . . . . . . 224Enable/Disable Administrator Functionality . . . . . . . . . . . . . . . . . . 225Administrative Scripts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226Available UNIX Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226Run a UNIX Script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227Available SQL and MS-DOS Scripts . . . . . . . . . . . . . . . . . . . . . . . . 227Run an SQL or MS-DOS Script . . . . . . . . . . . . . . . . . . . . . . . . . . . 229Resolve Issues in YourNoetix Views Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 231Refresh Key Flexfield Data Cache Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232Full Refresh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232Incremental Refresh . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 233NoetixViews Customization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 236Understand NOETIX_SYS Schema. . . . . . . . . . . . . . . . . . . . . . . . . 237Customize NoetixViews . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238Suppress Noetix Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239NCM Program. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239Chapter 7 Regeneration of Views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242Choose a Regeneration Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243Option 1: Regenerate Using NoetixViews Administrator . . . . . . . . . . . . . . . . 245Option 2: Regenerate Using Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248Contentsvii
Page 1 and 2: Administrator Guide®
Page 3: Oracle, JD Edwards, PeopleSoft, Ret
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
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Choose an Upgrade MethodNoetixViews
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3. Complete Stages 2, 3, and 4 of t
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Additional Steps to Be PerformedAft
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Chapter 4Generation ofViewsThis cha
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Obtain Account InformationPrior to
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Install Data Mart (When UsingNoetix
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NoetixViews for Oracle PayrollIf yo
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Decide on Noetix SystemAdministrati
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If you have only one ledger, invent
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For information about generation of
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To generate views for the first tim
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Stage 1: Create Noetix SystemAdmini
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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
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Stage 4: Generate ViewsTo begin Sta
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3. The next page allows you to sele
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4. Provides the Pause for role pref
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6. The next page prompts you to sel
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Get PasswordsDuring Stage 4 of the
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Activate Multi-Currency Columnsfor
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• Ledger: The name of the ledger.
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Verify GenerationThe following inst
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The Query Tool Help, if generated,
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Option 2: Generate UsingScriptsThe
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4. Answer the following prompts:•
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Stage 3: Set Up Noetix SystemAdmini
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• Create Cross Operations Extensi
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4. Verify the information that you
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Given below is a sample section of
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Verify GenerationTo verify that eac
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Compile and Publish MicrosoftWinHel
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5. The text box in the next page di
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Run Noetix Answer Builder(When Usin
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4. On the next page, the Answer Bui
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OverviewIn NoetixViews for Oracle E
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However, for an Oracle E-Business S
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• Decide which security rules to
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Create Noetix Query UsersUsing GUIC
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4. On the Noetix Query User Mainten
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• The Create Synonyms check box i
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To add General Ledger security rule
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• Custom Access: Customizes the a
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7. Use the Business Group tab to co
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• all business groups included in
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The following columns and options a
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8. Use the Ledger tab to do one or
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For information about specifying a
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• Chart of Accounts: Indicates th
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• Name: Indicates the name of the
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• Purchasing• Receivables• Yo
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The following columns and options a
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10. Use the Inventory Organization
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• All: Click this option to grant
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• Master Organization: Indicates
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• Application: The name of the mo
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IMPORTANT: Be careful while assigni
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4. On the Noetix Query User Mainten
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7. If you have clicked the Create N
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9. Provide the user name and passwo
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13. On the User Options page, selec
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14. Optionally, set up the query us
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Create Noetix Query UsersUsing Scri
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c. Please enter the name of the dat
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7. Press ENTER, when prompted, to s
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Modify Noetix Query UsersModifying
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To modify access to data in General
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To modify query user’s access to
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To modify the Noetix query user’s
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Delete Noetix Query UsersA Noetix q
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To delete a Noetix query user using
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Noetix Generators automatically con
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Oracle Business IntelligenceThe fol
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Data Access PrivilegeNOTE: In Oracl
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In Oracle E-Business Suite, an Orac
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Application-Specific SecurityApplic
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To change this schedule, log on to
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Manage BI ToolsBefore you register
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. In the Product Name list, click t
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5. Click Yes. You will return to th
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e. (Optional.) To specify an end da
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Update Reporting Tool or EULYou may
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OverviewThe NoetixViews for Oracle
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The files in the .hist folder follo
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Explore from HereThe Explore from H
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Override Oracle Tool DetectionNoeti
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You can choose to enable or disable
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• igetpw.sql: Gathers passwords f
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2. The prompt is displayed as Noeti
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Refresh Key Flexfield DataCache Tab
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By default, the incremental refresh
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NoetixViews CustomizationThe functi
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Customize NoetixViewsThe customizat
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Chapter 7Regeneration ofViewsThis c
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When regenerating, you must start w
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IMPORTANT: If a regeneration fails
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6. Regenerate the Noetix Help File:
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NOTE: If any errors are detected in
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Step 1: Set Up Custom ApplicationYo
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The script you run in this step wil
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• Should Microsoft Help be genera
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Step 4: Grant Permissions to APPSOb
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• Please enter the default tables
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• Generate Microsoft Help?• Gen
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Step 1: Create UNIX User andDirecto
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• Should Global views be installe
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Step 3: Populate Password FileIMPOR
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3. With the UNIX editor of your cho
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You must specify an appropriate num
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NOTE: If any errors are detected in
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Regenerate Noetix Answers/Help File
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NOTE: The Continue if warnings dete
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For information about defining a jo
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• Publish the HTML help file, if
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To transfer and compile the Microso
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6. If the help source file (noetix.
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• When prompted for your Generati
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OverviewThis chapter contains infor
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4. On the Uninstalling page, click
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Uninstall the Software fromUNIXFor
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NoetixViews for OracleGeneral Ledge
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General Ledger Data SecurityData se
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Archived DataGeneral Ledger has a f
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NoetixViews for Oracle HumanResourc
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Security Policies in Views for HRMS
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The following table indicates how t
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For information about how to contro
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View nameHR_Emp_Ethnic_Info(availab
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The following table lists the Noeti
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View namePAY_Payroll_Proc_SummaryPA
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In addition, the following views ar
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Oracle DateTrack and NoetixViewsThe
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Updating RecordsIf you update a rec
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DateTracked Historic Views and Effe
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How to Use Oracle DateTrack inNoeti
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Hiding Duplicate RowsMost of the ti
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3. You can concatenate the day and
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Creating Intelligent History Querie
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Restricting DateTrackingWhen you ed
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For these views, the Noetix Help Fi
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FunctionsNoetixViews for Human Reso
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About Noetix Payroll Data MartNoeti
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How to Install Noetix Payroll DataM
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Objects Created During GenerationTh
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When the data population is schedul
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Purge Noetix Payroll Data MartYou c
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2. On the Concurrent Manager, click
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NoetixViews for OracleProjectsNoeti
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TerminologyProject Currency (PC)Pro
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For information about activating th
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Subject Areas in Oracle ProjectsThe
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Subject area Functional area Dialog
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The funds availability views are ca
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Subject areas Modules involved Noet
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Third-Party License TermsThe applic
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You may charge a fee for the physic
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6. Each time you redistribute the P
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AAccounting Flexfield, 91, 296, 298
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Inventory rolesand Cross Operations
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Oracle DateTrack, 318Oracle E-Busin
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tablespacecalculating for Noetix Pa
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Administrator Guide - Noetix Technical Support

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