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Use of Angles for Oracle Generator Service

Overview

This chapter provides information about how to set up and use the Angles for Oracle Generator Service.

In This Chapter

The topics available in this chapter are as follows:

Set Up Data Source

About Noetix Data Source Administrator

The Noetix Data Source Administrator is installed when you run the installation for the Angles for Oracle Generator Service. The Noetix Data Source Administrator allows you to configure the connection to the NoetixViews or Noetix Analytics instance.

Prerequisites for Setting Up Data Source

The prerequisites for setting up a data source are as follows:

  • Stage 4 of NoetixViews is successful or the Active Metadata Repository (AMDR) for Noetix Analytics has been set up and configured.
  • The user credentials to access the NoetixViews or Noetix Analytics metadata are available.
  • Connectivity information about the database where NoetixViews or Noetix Analytics data warehouse and AMDR are hosted is available.

Setting Up Data Source

The following step-action table contains the procedure for setting up the data source for NoetixViews, Noetix Analytics, or Amazon Redshift.

After logging on to Noetix Data Source Administrator, select Tools > Options, and on the Options dialog box, clear the Qlik and Power BI check boxes under Supported BI tools. The settings pertaining to only Tableau will appear in the Noetix Data Source Administrator.

Step

Action

1.

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

2.

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

3.

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.

4.

On the Data Source tab, do the following:

a.

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

b.

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.

5.

On the Metadata Source tab, do the following:

a.

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.

b.

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.

c.

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.

d.

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

6.

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.

7.

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

a.

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.

b.

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

c.

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

8.

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.

9.

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.

10.

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.

11.

Select OK. The data source appears in the Data Sources area.

Modify Data Source

When to Modify Data Source

The data source needs to be modified when the credentials to access the NoetixViews or Noetix Analytics metadata has changed. The data source needs to be removed when it is no longer required or becomes invalid.

Modifying Data Source

The following step-action table contains the procedure for modifying the data source for NoetixViews or Noetix Analytics.

Step

Action

1.

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.

2.

  • To update the data source, do the following:
    1. Perform the steps 4 through 11 in “Setting Up Data Source” section.
    2. Select OK. The modifications are saved.
  • To delete the data source, do the following:
    1. Select the data source, and then select Delete. The Delete Data Sources dialog box is displayed.
    2. Select Yes. The data source is deleted.

 

About Loading Metadata Cache

What Is Metadata Cache?

The metadata cache is a folder into which the metadata is loaded with the help of the Angles for Oracle Generator Service and stored as an XML-based repository. The repository is a set of XML files that describe the NoetixViews or Noetix Analytics presentation layer objects. Depending on user permissions, the presentation layer objects are available for use in the Angles for Oracle Generator for Tableau.

Prerequisites for Loading Metadata Cache

The prerequisites for loading the metadata cache are as follows:

  • For NoetixViews
    • The Noetix AnswerBuilder has been run.
    • A BI tool user and the BI tool have been registered in the NoetixViews Administrator.
  • For Noetix Analytics, the NOETIXODS and NOETIXDM have been set up.
  • If metadata will be loaded at the command line, the data source has been set up through the Noetix Data Source Administrator.

Load Metadata Cache

Overview

This topic contains the step-action table for loading the metadata cache through the Noetix Data Source Administrator.

Loading Metadata Cache

The following step-action table contains the procedure for loading the metadata cache.

Step

Action

1.

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

2.

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.

3.

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.

4.

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.

5.

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.

6.

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

7.

Select OK. The metadata load starts, and log messages are displayed in the Loader area. After the load process is complete, a message in the Loader area states that the load has been completed successfully.

The messages will be logged in the loader.log file. For information, see Appendix A.

Load Metadata Cache at Command Line

Overview

The steps to load metadata cache at the command line are provided in this section.

Loading Metadata Cache at Command Line

The following step-action table contains the procedure for loading metadata cache at the command line.

Step

Action

1.

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.

2.

Enter the following.

loader.exe <data_source>

For example:

loader.exe NoetixAnalytics5.5

You can provide multiple data sources separated by a space.

The metadata for the specified metadata source begins, and log messages are displayed. After the load, a message will indicate if the load was successful, as seen in the following screen shot.

The messages will be logged in the loader.log file. For information, see Appendix A.

About Reloading Metadata Cache

When to Reload Metadata Cache

The metadata cache needs to be reloaded whenever the objects or security for NoetixViews or objects for Noetix Analytics are modified. The Noetix Data Source Administrator will reload metadata only when a change is detected in the NoetixViews or Noetix Analytics metadata.

Scheduling Reloads of Metadata Cache

You can schedule reloading of metadata cache at the command line with the use of the Task Scheduler of the Windows operating system. For information about how to use the Task Scheduler, see the Microsoft documentation.

Reload Metadata Cache

Overview

This section provides you with information about reloading the metadata cache with the use of the Noetix Data Source Administrator.

Reloading Metadata Cache

The following step-action table contains the procedure to reload the metadata cache.

Step

Action

1.

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

2.

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.

3.

Perform steps 3 through 7 mentioned in the “Loading Metadata Cache” section.

Reload Metadata Cache at Command Line

Overview

This section provides you with information about reloading the metadata cache at the command line.

Reloading Metadata Cache at Command Line

To reload the metadata cache at command line, perform the steps outlined in the "Loading Metadata Cache at Command Line" section.

Cancel Metadata Load

When to Cancel Metadata Load

The metadata load can be canceled if the role or module selection is incorrect, the information provided in the Data Query Source tab is incorrect, or an incorrect metadata load option has been selected.

Canceling Metadata Load

The following step-action table contains the procedure to cancel the metadata load.

Step

Action

1.

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

2.

Select Yes. The metadata load is canceled, and the log messages of the cancel action are displayed in the Loader area.

The messages are also logged in the <installation_folder_of_Noetix_Generator_Service>\Angles for Oracle Generator Service\logs\loader.log.

Published:

Use of Angles for Oracle Generator Service

Overview

This chapter provides information about how to set up and use the Angles for Oracle Generator Service.

In This Chapter

The topics available in this chapter are as follows:

Set Up Data Source

About Noetix Data Source Administrator

The Noetix Data Source Administrator is installed when you run the installation for the Angles for Oracle Generator Service. The Noetix Data Source Administrator allows you to configure the connection to the NoetixViews or Noetix Analytics instance.

Prerequisites for Setting Up Data Source

The prerequisites for setting up a data source are as follows:

  • Stage 4 of NoetixViews is successful or the Active Metadata Repository (AMDR) for Noetix Analytics has been set up and configured.
  • The user credentials to access the NoetixViews or Noetix Analytics metadata are available.
  • Connectivity information about the database where NoetixViews or Noetix Analytics data warehouse and AMDR are hosted is available.

Setting Up Data Source

The following step-action table contains the procedure for setting up the data source for NoetixViews, Noetix Analytics, or Amazon Redshift.

After logging on to Noetix Data Source Administrator, select Tools > Options, and on the Options dialog box, clear the Qlik and Power BI check boxes under Supported BI tools. The settings pertaining to only Tableau will appear in the Noetix Data Source Administrator.

Step

Action

1.

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

2.

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

3.

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.

4.

On the Data Source tab, do the following:

a.

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

b.

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.

5.

On the Metadata Source tab, do the following:

a.

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.

b.

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.

c.

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.

d.

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

6.

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.

7.

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

a.

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.

b.

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

c.

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

8.

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.

9.

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.

10.

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.

11.

Select OK. The data source appears in the Data Sources area.

Modify Data Source

When to Modify Data Source

The data source needs to be modified when the credentials to access the NoetixViews or Noetix Analytics metadata has changed. The data source needs to be removed when it is no longer required or becomes invalid.

Modifying Data Source

The following step-action table contains the procedure for modifying the data source for NoetixViews or Noetix Analytics.

Step

Action

1.

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.

2.

  • To update the data source, do the following:
    1. Perform the steps 4 through 11 in “Setting Up Data Source” section.
    2. Select OK. The modifications are saved.
  • To delete the data source, do the following:
    1. Select the data source, and then select Delete. The Delete Data Sources dialog box is displayed.
    2. Select Yes. The data source is deleted.

 

About Loading Metadata Cache

What Is Metadata Cache?

The metadata cache is a folder into which the metadata is loaded with the help of the Angles for Oracle Generator Service and stored as an XML-based repository. The repository is a set of XML files that describe the NoetixViews or Noetix Analytics presentation layer objects. Depending on user permissions, the presentation layer objects are available for use in the Angles for Oracle Generator for Tableau.

Prerequisites for Loading Metadata Cache

The prerequisites for loading the metadata cache are as follows:

  • For NoetixViews
    • The Noetix AnswerBuilder has been run.
    • A BI tool user and the BI tool have been registered in the NoetixViews Administrator.
  • For Noetix Analytics, the NOETIXODS and NOETIXDM have been set up.
  • If metadata will be loaded at the command line, the data source has been set up through the Noetix Data Source Administrator.

Load Metadata Cache

Overview

This topic contains the step-action table for loading the metadata cache through the Noetix Data Source Administrator.

Loading Metadata Cache

The following step-action table contains the procedure for loading the metadata cache.

Step

Action

1.

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

2.

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.

3.

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.

4.

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.

5.

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.

6.

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

7.

Select OK. The metadata load starts, and log messages are displayed in the Loader area. After the load process is complete, a message in the Loader area states that the load has been completed successfully.

The messages will be logged in the loader.log file. For information, see Appendix A.

Load Metadata Cache at Command Line

Overview

The steps to load metadata cache at the command line are provided in this section.

Loading Metadata Cache at Command Line

The following step-action table contains the procedure for loading metadata cache at the command line.

Step

Action

1.

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.

2.

Enter the following.

loader.exe <data_source>

For example:

loader.exe NoetixAnalytics5.5

You can provide multiple data sources separated by a space.

The metadata for the specified metadata source begins, and log messages are displayed. After the load, a message will indicate if the load was successful, as seen in the following screen shot.

The messages will be logged in the loader.log file. For information, see Appendix A.

About Reloading Metadata Cache

When to Reload Metadata Cache

The metadata cache needs to be reloaded whenever the objects or security for NoetixViews or objects for Noetix Analytics are modified. The Noetix Data Source Administrator will reload metadata only when a change is detected in the NoetixViews or Noetix Analytics metadata.

Scheduling Reloads of Metadata Cache

You can schedule reloading of metadata cache at the command line with the use of the Task Scheduler of the Windows operating system. For information about how to use the Task Scheduler, see the Microsoft documentation.

Reload Metadata Cache

Overview

This section provides you with information about reloading the metadata cache with the use of the Noetix Data Source Administrator.

Reloading Metadata Cache

The following step-action table contains the procedure to reload the metadata cache.

Step

Action

1.

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

2.

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.

3.

Perform steps 3 through 7 mentioned in the “Loading Metadata Cache” section.

Reload Metadata Cache at Command Line

Overview

This section provides you with information about reloading the metadata cache at the command line.

Reloading Metadata Cache at Command Line

To reload the metadata cache at command line, perform the steps outlined in the "Loading Metadata Cache at Command Line" section.

Cancel Metadata Load

When to Cancel Metadata Load

The metadata load can be canceled if the role or module selection is incorrect, the information provided in the Data Query Source tab is incorrect, or an incorrect metadata load option has been selected.

Canceling Metadata Load

The following step-action table contains the procedure to cancel the metadata load.

Step

Action

1.

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

2.

Select Yes. The metadata load is canceled, and the log messages of the cancel action are displayed in the Loader area.

The messages are also logged in the <installation_folder_of_Noetix_Generator_Service>\Angles for Oracle Generator Service\logs\loader.log.

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