Select Start > All Programs > Angles for Oracle Generator Service > Data Source Administrator. The Noetix Data Source Administrator is displayed.

In the Data Sources area, select New. The Add Data Source dialog box appears.

In the Data Source Type list, select NoetixViews or Noetix Analytics, and then select OK. The Data Source window appears and displays the Data Source tab. The value that you selected appears in the Type box.

On the Data Source tab, do the following:

In the Name box, provide a name to identify the NoetixViews or Noetix Analytics instance.

In the User Name Format box, select one of the following values on the basis of the authentication type you want the Angles for Oracle Generator Service to use:

• WINDOWS_USER_NAME: Uses the Windows user name without the domain, active directory, or computer name. For example, JDOE will be used to authenticate a user whose full name is John Doe.
• WINDOWS_IDENTITY: Uses the fully qualified Windows user name in the <domain>\<user_name> format. The local computer name will be used for local, non domain, or active directory accounts. For example, CORPAD\JDOE will be used to authenticate the user John Doe, who is a part of the CORPAD domain.

  For NoetixViews, if business intelligence (BI) tool users are mapped in the <domain>\<user_name> format in the Security Manager dialog box of the Noetix ViewsAdministrator (NoetixViews Administrator), then you can select WINDOWS_IDENTITY in the User Name Format box.

• WINDOWS_DOMAIN_NAME: Uses the domain or active directory. For example, CORPAD will provide access to all valid users who belong to the CORPAD domain.

On the Metadata Source tab, do the following:

In the User Name and Password boxes, enter the credentials to access the NoetixViews (NOETIX_SYS) or Noetix Analytics (NOETIXIDS) schema, and in the TNS Name box, enter the database name where the schema resides.

NOETIX_SYS and NOETIXIDS are default schema names for NoetixViews and Noetix Analytics.

Do one of the following:

• For NoetixViews, in the Registered BI Tool box, select the name of the tool that you have registered in the Security Manager of the Noetix ViewsAdministrator (NoetixViews Administrator).
  

• For Noetix Analytics, in the Environment and System boxes, select the environment and system for which the metadata needs to be loaded.
  

Select Edit List. The Selection dialog box will open. For NoetixViews, a list of roles is available for selection, and for Noetix Analytics, a list of modules and relationship sets is available for selection.

Select the check boxes pertaining to roles and modules that you require, and then select OK.

If you have selected NoetixViews as the data source type, go to Step 7. If you have selected Noetix Analytics as the data source type, go to Step 8.

For NoetixViews, do the following on the Data Query Source tab:

In the User Name and Password boxes, enter the credentials of the user that will be used for retrieving the Oracle E-Business Suite data.

For row-level security to work correctly, you must provide the credentials for the APPS user.

In the TNS Name box, enter the name of the database where the schema associated with the user resides.

Optionally, select Test. If the details that you provided are correct, a message appears stating that the test is successful.

For Noetix Analytics, select the source type in the Source Type list on the Data Query Source tab. The options pertaining to the source type are displayed. Perform one of the following steps:

If your source type is Oracle database, do the following:

1. In the User Name and Password boxes, enter the credentials of a reporting user (NOETIXRPT) to access the operational data store (NOETIXODS) and data mart (NOETIXDM) schemas.
2. In the TNS Name box, enter the name of the database where the schema associated with the user resides.
3. Optionally, select Test. If the details that you provided are correct, a message appears stating that the test is successful.
   

If your source type is SQL Server, do the following:

1. Enter the name or IP address of the server computer in the Server box.
2. In the Authentication Type area, select the type of authentication for your data query source. By default, the Windows (preferred) option is selected. If you choose this option, the Windows credentials of the user will be used to connect to the server computer. If you select the User Name and Password option, enter the user name for NOETIXRPT in the Username box. Users will be prompted for the NOETIXRPT password when querying the data source.
3. In the Object Qualification area, enter the name of the NOETIXRPT database in the Database box if you are managing row-level or object-level security through the NOETIXRPT database. If you do not provide a value, the table names will be qualified with the NOETIXODS or NOETIXDM database name.

   The information provided in the Object Qualification area determines how the SELECT statements are constructed at query time. For example,

   Select * from <database name>.<schema name>.<table name>;

4. Optionally, select Test to verify the connection details. If the details that you provided are correct, a message appears stating that the test is successful.
   

If your source type is Redshift, do the following:

1. Enter the Amazon Redshift server name in Server. By default, the Port is 5439. However, you can change the port number as per your requirement.
2. Enter the name of your Amazon Redshift database in Database.
3. In User Name and Password, enter the credentials of a reporting user (NOETIXRPT) to access the operational data store (NOETIXODS) and data mart (NOETIXDM) schemas.
4. Select Require SSL to encrypt the data when connecting to a Secure Sockets Layer (SSL) server.
5. Optionally, select Test to verify the connection. If the details that you provided are correct, a message appears stating that the test is successful.

   To test the connection, the Amazon Redshift ODBC driver must be installed on the computer.

   

If your source type is Snowflake, do the following:

1. Enter the Snowflake server name in Server. By default, the Port is 443. However, you can change the port number as per your Snowflake configuration.
2. Enter the name of your Snowflake database in Database.
3. Enter the name of your Snowflake schema in Schema.
4. In User Name and Password, enter the credentials of a reporting user (MAGRPT) to access the operational data store (MAGODS) and data mart (MAGDM) schemas.
5. Optionally, select Test to verify the connection. If the details that you provided are correct, a message appears stating that the test is successful.

   To test the connection, the Snowflake ODBC driver must be installed on the computer.

   

On the Application Arguments tab, do the following:

1. In the Auto-load Filter Values list, select a value to determine the behavior of the filter columns in the Angles for Oracle Generator for Tableau when you are creating a Tableau data source. The following values are available:
• LOV Only: Automatically loads filter values for columns with list of values (LoV). The “LOV Only” value is available for only the NoetixViews data source.
• Never: Manual refresh is required to load filter values for all types of columns.
• Always: Automatically loads filter values for all types of columns.
2. In the Assume Referential Integrity list, select "true" to set the referential integrity. By default, "false" is selected. The referential integrity setting that you specify will be applicable to all the Tableau data sources. However, if you want to override the selected setting for some of the Tableau data sources, you can change the setting through the Tableau Desktop.
3. The Metadata Query File is an XML file that contains SQL statements used by the Angles for Oracle Generator for extracting the metadata objects from the NoetixViews or Noetix Analytics source. For information about Metadata Query File, see "Customize Metadata Query File" section in Advanced Use of Angles for Oracle Generator Service.

The default ODBC for Oracle drivers are available in the ODBC tab. For information about modifying the ODBC drivers, see "Modify Noetix ODBC for Oracle Driver Settings" section in Advanced Use of Angles for Oracle Generator Service.

In the Noetix Data Source Administrator window, in the Data Sources area, select the data source that you want to modify, and select Edit. The Data Source dialog box appears.

Select Start > All Programs > Angles for Oracle Generator Service > Data Source Administrator. The Noetix Data Source Administrator is displayed.

In the Data Sources area, select a data source pertaining to the NoetixViews or Noetix Analytics instance.

You can load multiple data sources; the metadata is loaded in the sequence in which the data sources appear in the Data Sources area.

In the Data Source Load Tasks area, select Validate Metadata. The metadata validation tests will be run prior to the running of the load process.

insigihtsoftwarerecommends that you select the check box to determine that no outstanding issues are present.

Select the Load Metadata check box, and select the Full option.

• Full: Loads all the NoetixViews or Noetix Analytics metadata into the metadata cache. You must select this option if metadata for the selected data source has never been loaded.
• Security Tables Only: Loads only the security metadata for NoetixViews. Do not select this option while loading the metadata for the first time.

Make sure that the Force Metadata Reload check box is not selected. The check box should be selected only if the metadata needs to be reloaded though no changes have been made to the metadata objects.

Select Load. A message appears stating that the selected tasks will be performed for the selected data source.

At the command prompt, navigate to the folder where the Angles for Oracle Generator Service is installed, which is typically <installation_home>\Noetix\Angles for Oracle Generator Service.

On the Noetix Data Source Administrator window, in the Data Source area, select the data source pertaining to the required metadata instance.

Optionally, update the metadata cache file root path and the metadata cache purge delay in minutes in the Tools > Options > Options dialog box.

The metadata cache file root path refers to path that you provide while installing the Angles for Oracle Generator Service. The metadata cache purge delay indicates the number of minutes prior to when the previously loaded metadata cache is considered stale and is purged during a subsequent cache reload operation.

On the Noetix Data Source Administrator window, in the Loader area, select the Abort button. A message appears prompting you to confirm the cancellation.