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Set Up Data Sources Using Angles for Oracle Generator Service

Overview

This chapter provides information about how to set up and modify data sources by using the Angles for Oracle Generator Service.

Setting Up Data Sources

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, Noetix Analytics, or RapidDecision instance.

Prerequisites for Setting Up a Data Source

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

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

Set Up a Data Source

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

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

Under Data Sources, select New. The Add Data Source dialog box appears.

3.

In the Data Source Type list, select NoetixViews, Noetix Analytics, or RapidDecision, and 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, Noetix Analytics, or RapidDecision 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 Views (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, type the credentials to access the NoetixViews (NOETIX_SYS) or Noetix Analytics (NOETIXIDS) schema, and in the TNS Name box, type the database name where the schema resides.

NOETIX_SYS and NOETIXIDS are the default schema names for NoetixViews, and Noetix Analytics/RapidDecision respectively.

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 Views Administrator (NoetixViews Administrator).

    For information about how to register the BI tool, see the Noetix Views Administrator Guide.

 

  • For Noetix Analytics, in the Environment and System boxes, select the environment and system for which the metadata needs to be loaded.
  • For RapidDecision, 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 appears. For NoetixViews, a list of roles is available for selection, and for Noetix Analytics and RapidDecision, 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 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. Or, if you have selected RapidDecision as the data source type, go to Step 10.

7.

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

a.

In the User Name and Password boxes, type 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, type 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.

9.

Perform one of the following steps:

  •  

If your source type is Oracle, do the following:

  1. In the User Name and Password boxes, type 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, type the name of the database where the schema associated with the user resides.
  3. Optionally, click 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:

Type the name or IP address of the server computer in the Server box.

  1. 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, type the user name for NOETIXRPT in the Username box. Users will be prompted for the NOETIXRPT password when querying the data source.
  2. In the Object Qualification area, type 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.
  3. The information provided in the Object Qualification area determines how the SELECT statements are constructed at query time. For example,
  4. Select * from <database name>.<schema name>.<table name>;

  5. 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.

10.

For RapidDecision, only SQL Server source type is applicable.

Perform the following steps:

  1. Type the name or IP address of the server computer in the Server box.
  2. 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.

11.

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 (Undefined variable: General.ProductShortName) when you are creating a Microsoft Power BI 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 Load Answerslist,select trueto generate answers for the NoetixViews metadata if any.

    By default, the value of Load Answers is false.

12.

Select OK. The data source appears under Data Sources.

Modifying Data Sources

When to Modify a Data Source

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

Modify a Data Source

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

Step

Action

1.

In the Noetix Data Source Administrator window, in the Data Sources, 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 10 in Set Up a Data Source.
    2. Select OK. The modifications are saved.
  • To delete the data source, do the following:
    1. Select the data source, and select Delete. The Delete Data Sources dialog box is displayed.
    2. Select Yes. The data source is deleted.

Published:

Set Up Data Sources Using Angles for Oracle Generator Service

Overview

This chapter provides information about how to set up and modify data sources by using the Angles for Oracle Generator Service.

Setting Up Data Sources

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, Noetix Analytics, or RapidDecision instance.

Prerequisites for Setting Up a Data Source

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

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

Set Up a Data Source

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

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

Under Data Sources, select New. The Add Data Source dialog box appears.

3.

In the Data Source Type list, select NoetixViews, Noetix Analytics, or RapidDecision, and 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, Noetix Analytics, or RapidDecision 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 Views (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, type the credentials to access the NoetixViews (NOETIX_SYS) or Noetix Analytics (NOETIXIDS) schema, and in the TNS Name box, type the database name where the schema resides.

NOETIX_SYS and NOETIXIDS are the default schema names for NoetixViews, and Noetix Analytics/RapidDecision respectively.

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 Views Administrator (NoetixViews Administrator).

    For information about how to register the BI tool, see the Noetix Views Administrator Guide.

 

  • For Noetix Analytics, in the Environment and System boxes, select the environment and system for which the metadata needs to be loaded.
  • For RapidDecision, 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 appears. For NoetixViews, a list of roles is available for selection, and for Noetix Analytics and RapidDecision, 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 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. Or, if you have selected RapidDecision as the data source type, go to Step 10.

7.

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

a.

In the User Name and Password boxes, type 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, type 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.

9.

Perform one of the following steps:

  •  

If your source type is Oracle, do the following:

  1. In the User Name and Password boxes, type 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, type the name of the database where the schema associated with the user resides.
  3. Optionally, click 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:

Type the name or IP address of the server computer in the Server box.

  1. 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, type the user name for NOETIXRPT in the Username box. Users will be prompted for the NOETIXRPT password when querying the data source.
  2. In the Object Qualification area, type 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.
  3. The information provided in the Object Qualification area determines how the SELECT statements are constructed at query time. For example,
  4. Select * from <database name>.<schema name>.<table name>;

  5. 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.

10.

For RapidDecision, only SQL Server source type is applicable.

Perform the following steps:

  1. Type the name or IP address of the server computer in the Server box.
  2. 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.

11.

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 (Undefined variable: General.ProductShortName) when you are creating a Microsoft Power BI 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 Load Answerslist,select trueto generate answers for the NoetixViews metadata if any.

    By default, the value of Load Answers is false.

12.

Select OK. The data source appears under Data Sources.

Modifying Data Sources

When to Modify a Data Source

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

Modify a Data Source

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

Step

Action

1.

In the Noetix Data Source Administrator window, in the Data Sources, 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 10 in Set Up a Data Source.
    2. Select OK. The modifications are saved.
  • To delete the data source, do the following:
    1. Select the data source, and select Delete. The Delete Data Sources dialog box is displayed.
    2. Select Yes. The data source is deleted.

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