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Published: May 07, 2024 05:19

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Create Noetix Query Users Using GUI

Creating a Noetix query user involves either of the following:

Granting an existing database user, Oracle E-Business Suite user, or Oracle E-Business Suite responsibility access to Noetix views.
Creating a database user and granting access to NoetixViews.

You can add Noetix query users using the Noetix Query User Maintenance tab of the Security Manager dialog box of the NoetixViews Administrator. Apart from using the dialog box-based method of adding a Noetix query user, you can also use the add user wizard. For adding a Noetix query user using an existing database user, Oracle E-Business Suite user, or Oracle E-Business Suite responsibility, you can use both the methods. However, if you need to create a database user before adding it as a Noetix query user, you can use only the add wizard.

Add a Noetix Query User Using an Existing User

Use the instructions below if you are adding an existing database user or Oracle E-Business Suite user or responsibility as a Noetix query user.

To add a Noetix query user

Click Start > All Programs > NoetixViews > NoetixViews Administrator. The welcome dialog box is displayed.
Log on as the Noetix System Administration User. Click the NoetixViews Administrator toolbar. Alternatively, on the Tools menu, click Security Manager. The Security Manager dialog box appears.
The Noetix Query User Maintenance tab of the Security Manager dialog box displays the names and types of the users who have been added as Noetix query users. By default, you can see the Noetix System Administration User (Type N) and Oracle Administrative Database User (Type O). The dates on which the Noetix query user accounts were created and would expire are indicated. For Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) type users, the start and end dates correspond to the start and end dates of the respective Oracle E-Business Suite users and responsibilities. The Noetix Query User Maintenance tab also indicates whether views are optimized for query tools and synonyms for the views are created for the selected users.
On the Noetix Query User Maintenance tab, click Add. The Add Users Properties dialog box appears.
On the General tab, do the following:
1. Select a user type in the User Type list. The available options are Database User, Oracle E-Business Suite Authenticated User, and Oracle E-Business Suite Authenticated Responsibility.
2. Click Add. If the user type selected is Database User (Type U) or Oracle E-Business Suite Authenticated User (Type A), the Add Users dialog box appears.
If the user type selected is Oracle E-Business Suite Authenticated Responsibility (Type R), the Add Responsibilities dialog box appears.

To add a Noetix query user of the Database User (Type U), Oracle E-Business Suite Authenticated User (Type A), or Oracle E-Business Suite Authenticated Responsibility (Type R) type, follow these steps:

In the Add Users or Add Responsibilities dialog box, specify filters in the Name filter box. If the user type is Oracle E-Business Suite Authenticated User (Type A), select a responsibility in the Responsibility filter list.
Click Search. If the list of available users or responsibilities takes a long time to load, click Cancel search, and repeat the search with better filter criteria.
From the User Name or Responsibility Name list, select the required user names or responsibilities by selecting the corresponding check boxes. If you want to select all user names or responsibilities, click Select All. If you want to clear the selection, click Deselect All. The number of users or responsibilities selected is displayed at the bottom of the dialog box.
Note: If the user names or responsibilities that you want to select are not listed in the list, close the dialog box. On the General tab, click Refresh. A message appears stating that the list of user names or responsibilities is updated.
Click OK to add the users and return to the General tab. The selected users or responsibilities are displayed in the Names list. Also, the number of users or responsibilities selected is displayed beneath the Names list.
Important: If the names of database users selected for adding as Noetix query users contain lower-case or mixed-case letters and special characters that are not supported by Oracle Database, the names should be provided within double quotation marks when the corresponding users log on to Oracle Discoverer Desktop.
In the Language list, click a language used by NoetixViews. If you select <Default Noetix Language Processing>, the language associated with the current environment will be set as the default language for the selected Noetix query users. If that language is not defined in Oracle E-Business Suite, the language that was chosen during Pregeneration Considerations will be set as the default language.
(Optional) Select the Create Query Tool Optimizing Views check box, which is available only for Database User (Type U) type users. Selecting this check box at the time of creating a Database User type Noetix query user account enhances the performance of reports that are created in the reporting tools (for example, Noetix Platform, Microsoft Access, or Crystal Reports) that query directly from the database rather than their own meta-layers.
Note: Reporting tools (for example, Oracle Discoverer’s End User Layer (EUL), SAP BusinessObjects’ Universe, or IBM Cognos' Catalog) that access their own meta-layers do not benefit from this option. Therefore, do not select this check box while using any reporting tool that accesses its own meta-layer.
The Create Synonyms check box is available only for Database User (Type U) type users and it is selected by default. Clear this check box if the synonyms are not to be created. However, it is recommended to keep this check box always selected.
Note: Do not select the Create Query Tool Optimizing Views and Create Synonyms check boxes if the Noetix query users of the Database User type also own Oracle E-Business Suite tables. If you do so, you may encounter problems while assigning Noetix roles to the users.
If you click OK on this tab without navigating to the Roles tab and assigning roles to the user, a confirmation message appears prompting you whether to create Noetix query user accounts without assigning any roles to them. Click Yes if you want to proceed. Click No if you want to assign roles and row-level security to the selected users or responsibilities.

Use the Business Group tab to control access to data in global Noetix views for Oracle Advanced Benefits, Oracle Human Resources, Oracle Payroll, and Oracle Time and Labor based on business groups for a Noetix query user. For information, see Manage Access to Data Based on Business Groups.
Use the Ledger tab (for Oracle E-Business Suite Release 12 and later) or Set of Books tab (for Oracle
E-Business Suite versions prior to Release 12) to do one or more of the following to control access to data in the global form of Noetix views for Oracle Assets and Oracle General Ledger based on ledgers/sets of books for a Noetix query user, or to control access to data in the standard, Cross Operations Extension (XOP), and global forms of Noetix views for Oracle U.S. Federal Financials based on ledgers/sets of books for a Noetix query user. For information, see Manage Access to Data Based on Ledgers/Sets of Books.
Use the Operating Unit tab to control access to data in global Noetix views for Oracle Install Base, Oracle Order Management, Oracle Payables, Oracle Projects, Oracle Purchasing, Oracle Receivables, and Oracle Service Contracts based on operating units for a Noetix query user. For information, see Manage Access to Data Based on Operating Units.
Use the Inventory Organization tab to control access to data in global Noetix views for Oracle Bills of Material, Oracle Cost Management, Oracle Enterprise Asset Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle Quality, and Oracle Work in Process based on the inventory organizations for a Noetix query user. For information, see Manage Access to Data Based on Inventory Organizations.
Use the Service Request tab to control access to data in Noetix views for Oracle Depot Repair, Oracle Field Service, and Oracle TeleService based on the service request types for a Noetix query user. For information, see Manage Access to Data Based on Service Requests.
Use the Security Rules tab to control the access to accounting data corresponding to a ledger/set of books in the NoetixViews for General Ledger based on the Accounting Flexfield security rules assigned to a Noetix query user. For information, see Manage Access to Data Based on Security Rules.
Use the Roles tab to assign roles to the Noetix query user. For information, see Manage Access to Data Based on Roles.
Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box.
(Optional) Configure default flexfield security rules settings for the new Noetix query users to be created or for both the new and existing Noetix query users for the global form of the views. The default flexfield security rules settings can be configured for only the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) types. For information on how to configure default flexfield security rules settings, see Configure Default Flexfield Security Rules Settings in the “NoetixViews for Oracle General Ledger” section in “Module-Specific Information”.
Click OK on the Security Manager dialog box to save the changes to the database.
Note: The Regenerate synonym scripts check box on the Noetix Query User Maintenance tab regenerates the synonym scripts that are used for creating synonyms for Noetix query users of the Database User (Type U) type. By default, this check box is selected. Keep this check box selected if you are working in multiple environments (for example, generating views in a UNIX environment and maintaining query users in a Microsoft Windows environment).

Manage Access to Data Based on Business Groups

The Business Group tab has options to control access to data in global Noetix views for Oracle Advanced Benefits, Oracle Human Resources, Oracle Payroll, and Oracle Time and Labor based on business groups for a Noetix query user.

Use the Business Group tab on the Add Users Properties dialog box of the NoetixViews Administrator to control access to data in the Oracle Human Resources Management System (HRMS) for a Noetix query user. For more information about controlling access to HRMS data and the views for which secured or customizable access is available, see About Access to Human Resources Data in “Module-Specific Information.”

The Business Group tab will be available only if:

You have purchased the global form of Noetix views for at least one of the following Oracle E-Business Suite modules:
Human Resources,
Payroll
Advanced Benefits
Time and Labor

You are not modifying Oracle Administrative Database User (Type O) type user.

Important: When assigning row-level security to Noetix query users using the Business Group tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected business groups should be assigned to the users.
In Oracle Discoverer and NWQ, user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see Create Noetix Query Users Using GUI.
In Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), user authentication based on the roles and row-level security settings is supported for only the Oracle E-Business Suite Authenticated User (Type A) type Noetix query users if the query users are mapped to the users registered in these BI tools. For information, see Create Noetix Query Users Using GUI.

To control access to HRMS data

Click an application name in the Application list. Your options are Benefits, HR, Payroll, and Time and Labor. After you select the application, the corresponding settings appear in the Settings for the <application name> application section.
Select or clear the Enforce Oracle HR security profile processing check box. When the check box is selected, the following options for global security profiles are available:
the business group specified by the user's login session: This option is the default for Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) types. This option ensures that even if the Noetix query user's logon credentials in Oracle E-Business Suite include a global security profile, data is returned for only the business group derived from these credentials. In other words, data is not returned for other business groups that are encompassed by the global security profile. Thus, this option provides the same level of security that is present in Oracle E-Business Suite.
all business groups included in the global security profile: This option ensures that data is returned for business groups encompassed by the Noetix query user's global security profile as long as they are also displayed in the Assigned Business Groups list. This option enables the Noetix query user to access data from multiple business groups through a global view for Advanced Benefits, Human Resources, Payroll, and Time and Labor with the row-level restrictions specified by the global security profile.
Regardless of which option you choose, you still need to ensure that the business groups you want the Noetix query user to access with the row-level restrictions applied in Human Resources are also in the Assigned Business Groups list.
If you do not want to filter data according to the security profiles of the Noetix query user, clear the Enforce Oracle HR security profile processing check box, and proceed with the next step.
The Enforce Oracle HR security profile processing check box is available for Noetix query users of the Database User (Type U) and Noetix System Administration User (Type N) types only if they are also set up as the reporting users for security profiles.
In the Settings for the <application name> application section, select one of the following options:
If business groups have been added in Oracle E-Business Suite, and if you want NoetixViews to detect and process them without running Stage 4, you can use the organization refresh feature. After running the organization refresh process, you must log on anew to the NOETIX SYS schema to see the new organizations in the Assigned Business Groups list.
Derive from Oracle EBS: Click this option to grant access to business groups on the basis of the Noetix query user's security settings in Human Resources. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users.
These business groups will appear in the Assigned Business Groups list and cannot be modified. When the Standard HRMS security model is used, the list is determined by the values of the HR:Business Group profile option for all responsibilities assigned to the Noetix query user. In the case of the Security Groups Enabled security model, the list is determined by the security groups assigned to the Noetix query user of the Oracle E-Business Suite Authenticated User (Type A) type. If the Noetix query user is of the Oracle E-Business Suite Authenticated Responsibility (Type R) type, the list will be empty. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.
If multiple users are selected, the Assigned Business Groups list will display the “<multiple users selected>” text for this option.
Custom: Click this option to grant access to a custom list of business groups. After you have selected this option, the Add button will be available below the Assigned Business Groups list. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. Go to step To specify a custom list of business groups, do the following: to proceed with adding business groups.
All: Click this option to grant access to all the business groups defined in Human Resources. The business groups will appear in the Assigned Business Groups list. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.
If the data access privileges of the Oracle E-Business Suite Authenticated User (Type A) type, Oracle
E-Business Suite Authenticated Responsibility (Type R) type, and reporting users change in Oracle
E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator. For more information, see Create Noetix Query Users Using GUI.
On clicking the Refresh Security button, a message is displayed, stating that the process of refreshing the security may take some time.

To specify a custom list of business groups, do the following:

Click Add. The Add Business Groups dialog box appears with the list of all the business groups that have been defined in Human Resources and that are yet to be added to the Assigned Business Groups list.

The following columns and options are available in the Add Business Groups dialog box:

Show only current user’s Oracle EBS-derived access: Allows you to view only the business groups that are accessible to the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type user in the selected Oracle application. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle
E-Business Suite Authenticated Responsibility (Type R) type users. If you do not select this check box, all the business groups that are available in the selected Oracle application will be listed.

Name: Indicates the name of the business group.

ID: Indicates the ID of the business group.

Legislation Name: Indicates the legislation name corresponding to the business group.

Legislation Code: Indicates the legislation code corresponding to the legislation.

Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the business group.

EBS-Derived: Indicates whether the user can access the business group in the selected Oracle application.

Click a column title to sort the business groups by the entity represented by the column.

You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. To adjust the width of columns in the list, select the line between columns in the header, and drag it to the required position. Also, you can resize the height and width of the dialog box by dragging the sides of the dialog box.

To see only those business groups that are accessible to the Noetix query user in Human Resources, select the Show only current user's Oracle EBS-derived access check box. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users.

To assign a business group to the Noetix query user, select the corresponding check box. To select all the business groups, click Select All. To clear the selection, click Deselect All.

Click OK. The selected business groups will be listed in the Assigned Business Groups list of the Business Group tab.

To remove a business group from the Assigned Business Groups list, select the business group, and click Remove. To select multiple business groups, press CTRL, and click the business groups.

If application-specific security of Human Resources is applied, data will be returned with row-level security for only those business groups that are in the Assigned Business Groups list and that are also accessible to the Noetix query user in Human Resources. If application-specific security of Human Resources is not applied, data will be returned without row-level security for the business groups in the Assigned Business Groups list.

Manage Access to Data Based on Ledgers/Sets of Books

The Ledger tab (for Oracle E-Business Suite Release 12 and later) or Set of Books tab (for Oracle E-Business Suite versions prior to Release 12) has the options to do one or more of the following:

Control access to data in the global form of Noetix views for Oracle Assets and Oracle General Ledger based on ledgers/sets of books for a Noetix query user.

Control access to data in the standard, Cross Operations Extension (XOP), and global forms of Noetix views for Oracle U.S. Federal Financials based on ledgers/sets of books for a Noetix query user. In some Noetix views for U.S. Federal Financials, access to data can be controlled at both ledger/set of books and budget access levels. For more information about NoetixViews for Oracle U.S. Federal Financials and views for which you have to specify budget-level security, see NoetixViews for Oracle U.S. Federal Financials in “Module-Specific Information.”

The Ledger tab (for Release 12 and later) or Set of Books tab (for Oracle E-Business Suite versions prior to Release 12) will be available only if:

You have purchased the global form of Noetix views for Assets.

You have purchased the global form of Noetix views for General Ledger.

You have purchased the standard, XOP, or global form of Noetix views for U.S. Federal Financials.

You are not modifying the Oracle Administrative Database User (Type O) type user.

When assigning row-level security to Noetix query users using the Ledger tab (for Release 12 and later) or Set of Books tab (for Oracle E-Business Suite versions prior to Release 12), the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected ledgers/sets of books should be assigned to the users.

In Oracle Discoverer and NWQ, user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see Create Noetix Query Users Using GUI.

In Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), user authentication based on the roles and row-level security settings is supported for only the Oracle E-Business Suite Authenticated User (Type A) type Noetix query users if the query users are mapped to the users registered in these BI tools. For information, see Create Noetix Query Users Using GUI.

To control access to data in Noetix views based on ledgers/sets of books

In the Application list, click an application name. The options are Assets, Federal Financials, and General Ledger. After you select the application, the corresponding settings appear in the Settings for the <application name> application section.

In the Settings for the <application name> application section, select one of the following options:

If ledgers or sets of books have been added in Oracle E-Business Suite, and if you want NoetixViews to detect and process them without running Stage 4, you can use the organization refresh feature. After running the organization refresh process, you must log on anew to the NOETIX SYS schema to see the new organizations in the Ledgers (for Release 12 and later) or Sets of Books (for Oracle E-Business Suite versions prior to Release 12) list.

Derive from Oracle EBS: Click this option to grant access to ledgers/sets of books based on the security settings of the Noetix query user in the selected Oracle application. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle
E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users. The ledgers/sets of books to which the user has access are displayed in the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12). If you click this option for the Federal Financials application, the ledgers/sets of books to which the user has access are displayed in the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12). The budget levels assigned to the user for each ledger/set of books are displayed in the Budget Access Levels list on the right. When this option is selected, the data in the lists cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If multiple users are selected, the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12) will display the “<multiple users selected>” text for this option.

Custom: Click this option to grant access to a custom list of ledgers/sets of books. After you select this option, the Add button will be available below the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12). By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. For the Federal Financials application, click this option to specify ledgers/sets of books and budget access levels for Noetix query users and grant them custom access to U.S. Federal Financials views.

For information about specifying a custom list of ledgers/sets of books and associated budget access levels for Noetix query users, see steps To specify a custom list of ledgers/sets of books, do the following: and If you select the Federal Financials application in step In the Application list, click an application name. The options are Assets, Federal Financials, and General Ledger. After you select the application, the corresponding settings appear in the Settings for the <application name> application section., you can specify budget access levels for the ledgers/sets of books that you have added in step To specify a custom list of ledgers/sets of books, do the following:. respectively.

All: Click this option to assign all the ledgers/sets of books in the selected Oracle application to the Noetix query users. The ledgers/sets of books are displayed in the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12). For the Federal Financials application, click this option to assign all the ledgers/sets of books and the associated budget access levels to the Noetix query users. The ledgers/sets of books are displayed in the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12). The budget levels associated with each ledger/set of books are displayed in the Budget Access Levels list. When this option is selected, the data in the lists cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If the data access privileges of the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type change in Oracle E-Business Suite or if row-level security changes have been made in Oracle E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator to update the changes in NoetixViews. For more information, see Create Noetix Query Users Using GUI.

When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.

To specify a custom list of ledgers/sets of books, do the following:

Click Add below the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12). The Add Ledgers dialog box (for Oracle E-Business Suite Release 12 and later) or Add Set of Books dialog box (for Oracle E-Business Suite versions prior to Release 12) displays the list of ledgers/sets of books that are available in the selected Oracle application and that are yet to be added to the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12).

The following columns and options are available in the Add Ledgers dialog box (for Oracle E-Business Suite Release 12 and later) or Add Set of Books dialog box (for Oracle E-Business Suite versions prior to Release 12):

Show only current user’s Oracle EBS-derived access: Allows you to view only the ledgers/sets of books that are accessible to the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type user in the selected Oracle application. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users. If you do not select this check box, all the ledgers/sets of books that are available in the selected Oracle application will be listed.

Ledger/Set of Books: Indicates the name of the ledger/set of books.

Ledger ID/Set of Books ID: Indicates the ledger ID/set of books ID.

Chart of Accounts: Indicates the chart of accounts corresponding to the ledger/set of books.

COA ID: Indicates the chart of accounts ID.

Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the ledger/set of books.

EBS-Derived: Indicates whether the user can access the ledger/set of books in the selected Oracle application.

Click a column title to sort the ledgers/set of books by the entity represented by the column.

To assign a ledger/set of books to the Noetix query user, select the corresponding check box. To select all the ledgers/set of books, click Select All. To clear the selection, click Deselect All.

Click OK. The selected ledgers/sets of books will be listed in the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12) of the Ledger tab (for Release 12 and later) or Set of Books tab (for Oracle E-Business Suite versions prior to Release 12).

To remove a ledger/set of books from the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12), select the ledger/set of books, and click Remove. To select multiple ledgers/sets of books, press CTRL, and click the ledgers/sets of books.

If you select the Federal Financials application in step In the Application list, click an application name. The options are Assets, Federal Financials, and General Ledger. After you select the application, the corresponding settings appear in the Settings for the <application name> application section., you can specify budget access levels for the ledgers/sets of books that you have added in step To specify a custom list of ledgers/sets of books, do the following:.

To specify budget access levels for a selected combination of chart of accounts and ledger/set of books, do the following:

In the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle E-Business Suite versions prior to Release 12), select a ledger/set of books. The Add button below the Budget Access Levels list becomes available. Click Add. The Add Budget Access Levels dialog box is displayed.

The following columns and options are available in the Add Budget Access Levels dialog box:

Show only current user’s Oracle EBS-derived access: Allows you to view only the budget levels assigned to the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type user in U.S. Federal Financials for the selected ledger/set of books. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users. If you do not select this check box, all the budget access levels for the ledger/set of books as defined in U.S. Federal Financials will be listed.

Sequence: Indicates the sequence of the budget level.

Name: Indicates the name of the budget level.

EBS-Derived: Indicates whether the budget level is accessible to the user in U.S. Federal Financials.

Click a column title to sort the budget levels by the entity represented by the column.

To assign a budget access level to the Noetix query user, select the corresponding check box. To select all the budget access levels, click Select All. To clear the selection, click Deselect All.

Click OK. The selected budget access levels will be listed in the Budget Access Levels list of the Ledger tab (for Release 12 and later) or Set of Books tab (for Oracle E-Business Suite versions prior to Release 12).

Repeat steps a through d for each ledger/set of books.

To remove a budget access level for a ledger/set of books from the Budget Access Levels list, select a ledger/set of books from the Ledgers list (for Release 12 and later) or Set of Books list (for Oracle
E-Business Suite versions prior to Release 12), select the budget access level for the selected ledger/set of books, and then click Remove. To select multiple budget access levels, press CTRL, and click the budget access levels.

Manage Access to Data Based on Operating Units

The Operating Unit tab has options to control access to data in global Noetix views for Oracle Install Base, Oracle Order Management, Oracle Payables, Oracle Projects, Oracle Purchasing, Oracle Receivables, and Oracle Service Contracts based on operating units for a Noetix query user. For Noetix views for Oracle Install Base, the access to data for a Noetix query user is controlled based on the combination of an item instance and operating unit.

The Operating Unit tab will be available only if:

You have purchased the global form of Noetix views for at least one of the following Oracle E-Business Suite modules:

Install Base
Order Management
Payables
Projects
Purchasing
Receivables
Service Contracts

You are not modifying the Oracle Administrative Database User (Type O) type user.

When assigning row-level security to Noetix query users using the Operating Unit tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected operating units should be assigned to the users.

To control access to data in Noetix views based on operating units

In the Application list, click an application name. The options are Install Base, Order Management, Payables, Projects, Purchasing, Receivables, and Service Contract. After you select the application, the corresponding settings appear in the Settings for the <application name> application section.

In the Settings for the <application name> application section, select one of the following options:

If operating units have been added in Oracle E-Business Suite, and if you want NoetixViews to detect and process them without running Stage 4, you can use the organization refresh feature. After running the organization refresh process, you must log on anew to the NOETIX SYS schema to see the new organizations in the Operating Units list.

Derive from Oracle EBS: Click this option to grant access to operating units based on the security settings of the Noetix query user in the selected Oracle application. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users. The operating units to which the user has access are displayed in the Operating Units list. When this option is selected, the data in the list cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If multiple users are selected, the Operating Units list will display the “<multiple users selected>” text for this option.

Custom: Click this option to grant access to a custom list of operating units. After you select this option, the Add button will be available. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. For information about specifying a custom list of operating units, see step To specify a custom list of operating units, do the following:.

All: Click this option to grant access to all the operating units available in the selected Oracle application to the Noetix query user. The operating units are displayed in the Operating Units list. When this option is selected, the data in the list cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If the data access privileges of the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type change in Oracle
E-Business Suite or if row-level security changes have been made in Oracle E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator to update the changes in NoetixViews. For more information, see Create Noetix Query Users Using GUI.

When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.

To specify a custom list of operating units, do the following:

Click Add. The Add Operating Units dialog box displays the list of operating units that are available in the selected Oracle application and that are yet to be added to the Operating Units list.

The following columns and options are available in the Add Operating Units dialog box:

Show only current user’s Oracle EBS-derived access: Allows you to view only the operating units that are accessible to the Oracle E-Business Suite Authenticated User (Type A) type or Oracle
E-Business Suite Authenticated Responsibility (Type R) type user in the selected Oracle application. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users. If you do not select this check box, all the operating units that are available in the selected Oracle application will be listed.

Operating Unit: Indicates the name of the operating unit.

Org ID: Indicates the organization ID for the corresponding operating unit.

Organization: Indicates the organization name for the corresponding operating unit.

Ledger/Set of Books: Indicates the name of the ledger/set of books corresponding to the operating unit.

Ledger ID/Set of Books ID: Indicates the ledger ID/set of books ID.

Chart of Accounts: Indicates the chart of accounts corresponding to the ledger/set of books.

COA ID: Indicates the chart of accounts ID.

Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the operating unit.

EBS-Derived: Indicates whether the user can access the operating unit in the selected Oracle application.

Click a column title to sort the operating units by the entity represented by the column. You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. To adjust the width of columns in the list, select the line between columns in the header, and drag it to the required position. Also, you can resize the height and width of the dialog box by dragging the sides of the dialog box.

To assign an operating unit to the Noetix query user, select the corresponding check box. To select all the operating units, click Select All. To clear the selection, click Deselect All.

Click OK. The selected operating units will be displayed in the Operating Units list of the Operating Unit tab.

To remove an operating unit from the Operating Units list, select the operating unit, and click Remove. To select multiple operating units, press CTRL, and click the operating units.

Manage Access to Data Based on Inventory Organizations

The Inventory Organization tab has options to control access to data in global Noetix views for Oracle Bills of Material, Oracle Cost Management, Oracle Enterprise Asset Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle Quality, and Oracle Work in Process based on the inventory organizations for a Noetix query user.

The Inventory Organization tab will be available only if:

You have purchased the global form of Noetix views for at least one of the following Oracle E-Business Suite modules:

Bills of Material

Cost Management

Enterprise Asset Management

Inventory

Master Scheduling/MRP

Quality

Work in Process

You are not modifying the Oracle Administrative Database User (Type O) type user.

When assigning row-level security to Noetix query users using the Inventory Organization tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected inventory organizations should be assigned to the users.

To control access to data in Noetix views based on inventory organizations

In the Application list, click an application name. The options are Bill of Materials, Cost Management, Enterprise Asset Management, Inventory, MRP, Master Sched. & Capacity, Quality, and Work in Process. After you select the application, the corresponding settings appear in the Settings for the <application name> application section.

In the Settings for the <application name> application section, select one of the following options:

If inventory organizations have been added in Oracle E-Business Suite, and if you want NoetixViews to detect and process them without running Stage 4, you can use the organization refresh feature. After running the organization refresh process, you must log on anew to the NOETIX SYS schema to see the new organizations in the Inventory Organizations list.

Derive from Oracle EBS: Click this option to grant access to inventory organizations based on the security settings of the Noetix query user in the selected Oracle application. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) or Oracle
E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users. The inventory organizations to which the user has access are displayed in the Inventory Organizations list. When this option is selected, the data in the list cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If multiple users are selected, the Inventory Organizations list will display the “<multiple users selected>” text for this option.

Custom: Click this option to grant access to a custom list of inventory organizations. After you select this option, the Add button will be available. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. For information about specifying a custom list of inventory organizations, see step To specify a custom list of inventory organizations, do the following:.

All: Click this option to grant access to all the inventory organizations available in the selected Oracle application. The inventory organizations are displayed in the Inventory Organizations list. When this option is selected, the data in the list cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If the data access privileges of the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type change in Oracle
E-Business Suite or if row-level security changes have been made in Oracle E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator to update the changes in NoetixViews. For more information, see Create Noetix Query Users Using GUI.

When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.

To specify a custom list of inventory organizations, do the following:

Click Add. The Add Inventory Organizations dialog box displays the list of the inventory organizations that are available in the selected Oracle application and that are yet to be added to the Inventory Organizations list.

The following columns and options are available in the Add Inventory Organizations dialog box:

Show only current user’s Oracle EBS-derived access: Allows you to view only the inventory organizations that are accessible to the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type user. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users. If you do not select this check box, all the inventory organizations that are available in the selected Oracle application will be listed.

Organization: Indicates the inventory organization.

Organization ID: Indicates the inventory organization ID.

Master Organization: Indicates the item master organization.

Master Organization ID: Indicates the item master organization ID.

Organization Code: Indicates the inventory organization code.

Chart of Accounts: Indicates the chart of accounts for the corresponding inventory organization.

COA ID: Indicates the chart of accounts ID.

Cost Organization: Indicates the cost organization for the corresponding inventory organization.

Cost Organization ID: Indicates the cost organization ID.

Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the inventory organization.

EBS-Derived: Indicates whether the user can access the inventory organization in the selected Oracle application.

Click a column title to sort the inventory organizations by the entity represented by the column.

To assign an inventory organization to the Noetix query user, select the corresponding check box. To select all the inventory organizations, click Select All. To clear the selection, click Deselect All.

Click OK. The selected inventory organizations will be displayed in the Inventory Organizations list of the Inventory Organization tab.

To remove an inventory organization from the Inventory Organizations list, select the inventory organization, and click Remove. To select multiple inventory organizations, pres CTRL, and click the inventory organizations.

Manage Access to Data Based on Service Requests

The Service Request tab has options to control access to data in Noetix views for Oracle Depot Repair, Oracle Field Service, and Oracle TeleService based on the service request types for a Noetix query user.

The Service Request tab will be available only if:

You have purchased the Noetix views for at least one of the following Oracle E-Business Suite modules:

Depot Repair

Field Service

TeleService

You are not modifying the Oracle Administrative Database User (Type O) type user.

When assigning row-level security to Noetix query users using the Service Request tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected service request types should be assigned to the users.

To control access to data in Noetix views based on service request types

In the Application list, click an application name. The available options are Depot Repair, Field Service, and TeleService. After you select the application, the corresponding settings appear in the Settings for the <application name> application section.

In the Settings for the <application name> application section, select one of the following options:

Derive from Oracle EBS: Click this option to grant access to service request types based on the security settings of the Noetix query user in the selected Oracle application. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users. The service request types to which the user has access are displayed in the Service Request list. When this option is selected, the data in the list cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If multiple users are selected, the Service Requests list will display the “<multiple users selected>” text for this option.

Custom: Click this option to grant access to a custom list of service request types. After you select this option, the Add button will be available. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. For information about specifying a custom list of service request types, see step To specify a custom list of service request types, do the following:.

All: Click this option to grant access to all the service request types available in the selected Oracle application. The service request types are listed in the Service Requests list. When this option is selected, the data in the list cannot be modified. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

If the data access privileges of the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type change in Oracle
E-Business Suite or if row-level security changes have been made in Oracle E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator to update the changes in NoetixViews. For more information, see Create Noetix Query Users Using GUI.

When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.

To specify a custom list of service request types, do the following:

Click Add. The Add Service Requests dialog box displays the list of the service request types that are available in the selected Oracle application and that are yet to be added to the Service Requests list.

The following columns and options are available in the Add Service Requests dialog box:

Show only current user’s Oracle EBS-derived access: Allows you to view only the service request types that are accessible to the Oracle E-Business Suite Authenticated User (Type A) type or Oracle
E-Business Suite Authenticated Responsibility (Type R) type user. This check box is available for only the Oracle E-Business Suite Authenticated User (Type A) type or Oracle E-Business Suite Authenticated Responsibility (Type R) type users. If you do not select this check box, all the service request types that are available in the selected Oracle application will be listed.

Type Name: Indicates the service request type.

Type ID: Indicates the service request type ID.

Affected Noetix Roles: Indicates the Noetix roles that have access to the views corresponding to the service request type.

EBS-Derived: Indicates whether the user can access the service request type in the selected Oracle application.

Click a column title to sort the service request types by the entity represented by the column.

To assign a service request type to the Noetix query user, select the corresponding check box. To select all the service request types, click Select All. To clear the selection, click Deselect All.

Click OK. The selected service request types will be listed in the Service Requests list of the Service Request tab.

To remove a service request type from the Service Requests list, select the service request type, and click Remove. To select multiple service request types, press CTRL, and click the service request types.

Manage Access to Data Based on Security Rules

The Security Rules tab has options to control the access to accounting data corresponding to a ledger/set of books in the NoetixViews for General Ledger based on the Accounting Flexfield security rules assigned to a Noetix query user. The Security Rules tab will be available only if your NoetixViews configuration has views that support Accounting Flexfield security rules. For more information, see About Access to Accounting Data in “Module-Specific Information.”

When assigning row-level security to Noetix query users using the Security Rules tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected ledgers/sets of books and flexfield security rules should be assigned to the users.

The following table lists the default Accounting Flexfield security rules assigned to a Noetix query user.

Form of view	User type	Available enforcement options	Default enforcement option	Per Ledger/Per Set of Books: Default enforcement option
Global	A	All Rows, No Rows, All Responsibilities, Effective Responsibility, Per Ledger/Per Set of Books	Effective Responsibility	Effective Responsibility
Global	R	All Rows, No Rows, Effective Responsibility, Per Ledger/Per Set of Books	Effective Responsibility	Effective Responsibility
Global	U	All Rows, No Rows, Per Ledger/Per Set of Books	No Rows	No Rows
Standard and XOP	A	All Rows, No Rows, Effective Responsibility, Per Ledger/Per Set of Books	Effective Responsibility	No Rows
Standard and XOP	R	All Rows, No Rows, Effective Responsibility, Per Ledger/Per Set of Books	Effective Responsibility	No Rows
Standard and XOP	U	All Rows, No Rows, Per Ledger/Per Set of Books	No Rows	No Rows

To control access to accounting data in Noetix views based on flexfield security rules

In the Forms of views - application list, click an application name. The options are Global - General Ledger and Standard & Cross Operational - All.

In the Select enforcement option list, select one of the options. The options are No Rows, All Rows, Effective Responsibility, All Responsibilities, and Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12). If you select Per Ledger or Per Set of Books, go to next step to customize the flexfield security rules setting for a selected ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes. For information about the enforcement options, see About Access to Accounting Data in “Module-Specific Information.”

The available options may vary depending on the type of the Noetix query user you select.

If a new ledger/set of books is added in Oracle E-Business Suite, the views must be regenerated in order for the security rules to be enforced by the Noetix views that would return data for that ledger/set of books. If any security rule-to-responsibility assignment changes or additions are made or any responsibility-to-user assignment changes or additions are made, click Refresh Security () on the toolbar of NoetixViews Administrator to update the changes in NoetixViews. If the definition of an existing rule is changed, the change is automatically detected by NoetixViews without regenerating the views or refreshing the security.

If you have selected the Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12) option in step In the Select enforcement option list, select one of the options. The options are No Rows, All Rows, Effective Responsibility, All Responsibilities, and Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12). If you select Per Ledger or Per Set of Books, go to next step to customize the flexfield security rules setting for a selected ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes. For information about the enforcement options, see About Access to Accounting Data in “Module-Specific Information.”, do the following:

In the list of ledgers/sets of books displayed, click the ledger/set of books that you want to select.

For the standard and XOP forms of the views, the list of ledgers/sets of books displayed will contain only those ledgers/sets of books for which flexfield security rules are available.

Under Enforcement Options per Ledger (for Oracle E-Business Suite Release 12 and later) or Enforcement Options per Set of Books (for Oracle E-Business Suite versions prior to Release 12), select one of the options. The options are Effective Responsibility, All Responsibilities, No Rows, All Rows, Assign rules. If you select Assign rules, go to step Repeat steps a and b if you want to select another ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes. If you have selected the Assign rules option in step If you have selected the Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12) option in step 2, do the following:, the Add GL Security Rules dialog box is displayed..

Repeat steps a and b if you want to select another ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes. If you have selected the Assign rules option in step If you have selected the Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12) option in step In the Select enforcement option list, select one of the options. The options are No Rows, All Rows, Effective Responsibility, All Responsibilities, and Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12). If you select Per Ledger or Per Set of Books, go to next step to customize the flexfield security rules setting for a selected ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes. For information about the enforcement options, see About Access to Accounting Data in “Module-Specific Information.”, do the following:, the Add GL Security Rules dialog box is displayed.

To assign a flexfield security rule to the Noetix query user, select the corresponding check box. To select all the flexfield security rules, click Select All. To clear the selection, click Deselect All.

The following columns are available in the Add GL Security Rules dialog box:

Rule Name: Indicates the name of the flexfield security rule.

Rule ID: Indicates the ID of the flexfield security rule.

Chart of Accounts: Indicates the chart of accounts that the flexfield security rule is assigned to.

Segment Name: Indicates the segment column for which the flexfield security rule is defined.

Click OK. The selected flexfield security rules will be displayed in the Accounting KFF Security Rules list of the Security Rules tab under the Enforcement Options per ledger (for Oracle E-Business Suite Release 12 and later) or Enforcement Options per Set of Books (for Oracle E-Business Suite versions prior to Release 12) area. To remove a security rule, select the flexfield security rule, and then click Remove.

If you have purchased global Noetix views for General Ledger, make sure that the ledgers/sets of books for which you are assigning flexfield security rules are also selected in the Ledger tab (for Oracle E-Business Suite Release 12 and later) or Set of Books tab (for Oracle E-Business Suite versions prior to Release 12).

Repeat step If you have selected the Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12) option in step In the Select enforcement option list, select one of the options. The options are No Rows, All Rows, Effective Responsibility, All Responsibilities, and Per Ledger (for Oracle E-Business Suite Release 12 and later) or Per Set of Books (for Oracle E-Business Suite versions prior to Release 12). If you select Per Ledger or Per Set of Books, go to next step to customize the flexfield security rules setting for a selected ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes. For information about the enforcement options, see About Access to Accounting Data in “Module-Specific Information.”, do the following: if you want to assign flexfield security rules for another ledger/set of books. Otherwise, go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.

Manage Access to Data Based on Roles

The Roles tab has options to assign roles to the Noetix query user.

By default, all role labels appear as selected on the Noetix Role Labels list. The following columns are available:

Role Label Name: The label or description for the role. Role labels are logical groups of related roles that may have different organizational units or role types. They help you in easily finding the required roles and granting them to the user.

Granted Roles: The number of roles granted to the user for the corresponding role label.

Application: The name of the module to which the role belongs, for example, General Ledger (Oracle General Ledger) and Payables (Oracle Payables).

Application ID: The module ID in Oracle E-Business Suite.

You can select a role label to add the corresponding roles or select multiple role labels. To select multiple role labels, press CTRL, and click the role labels.

When assigning roles to Noetix query users using the Roles tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle applications and the corresponding organizational units specified in the row-level security tabs, appropriate roles corresponding to the selected applications should be assigned to the users.

Oracle E-Business Suite restricts the number of roles that can be granted to a user. The number varies based on the Oracle Database version. Assigning a user more than the maximum number of roles prevents the user from logging on. Neither Oracle E-Business Suite nor NoetixViews checks this limit; therefore, you need to keep track of how many roles you grant to the user.

In Oracle Discoverer and NWQ user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see Create Noetix Query Users Using GUI.

To add roles

On the Roles tab, select the required role labels from the Noetix Role Labels list.

Click Add. The Add Noetix Roles dialog box is displayed. The roles displayed in this dialog box correspond to the selected role labels on the Noetix Role Labels list and are yet to be assigned to the Noetix query user.

The following are the columns in the Add Noetix Roles dialog box:

Role Name: The name of the role, as edited during Stage 4.

Role Type: The type of the role, whether it is a standard, Cross Operations Extension (XOP), or global role.

Application Label: The name of the module for which the role has been created, for example, GL (General Ledger) and HR (Oracle Human Resources).

Description: The description of the role.

Role Label: The role label corresponding to the role.

Operating Unit: The operating unit with which the role is associated.

Inventory Organization: The inventory organization with which the role is associated.

Ledger/Set of Books: The ledger/set of books with which the role has been created.

Business Group: The business group for which the role has been created.

Chart of Accounts: The chart of accounts with which the role is associated.

Master Organization: The name of the item master organization with which the role is associated.

You need to scroll to the right to see all the information in a row. The width of columns in the list can be adjusted to see more if required. To adjust the width of columns in the list, select the line between columns in the header, and drag it to the required position. Click a column title to sort the roles by the entity represented by the column. Also, you can resize the height and width of the dialog box by dragging the sides of the dialog box.

To assign a role to the Noetix query user, select the corresponding check box. To select all the roles, click Select All. To clear the selection, click Deselect All.

Click OK. The selected roles will be displayed in the Granted Noetix Roles list of the Roles tab. You can click Remove selected to remove the selected roles or Remove all to remove the roles granted to the user for all role labels.

Be careful while assigning Noetix roles that pertain to Oracle Human Resources Management System (HRMS) to Noetix query users of the Database User (Type U) or Noetix System Administration User (Type N) types. These users do not have a security profile associated with their database user accounts, unless they are defined as reporting users in Human Resources for the required security profiles. Therefore, confidential data that is secured in HRMS through security profiles may be exposed through standard or global Noetix views to these query users if they are not also set up as reporting users.

Create Noetix Query Users Using Add Wizard

Use the instructions provided in this section to create a Noetix query user using the Define New Noetix Query User Wizard. You can also use this wizard for creating a database user before adding it as a Noetix query user. You can create only database users using the wizard.

To create a Noetix query user

Click Start > All Programs > NoetixViews > NoetixViews Administrator. The welcome dialog box is displayed.

Log on as the Noetix System Administration User.

Click on the NoetixViews Administrator toolbar. Alternatively, on the Tools menu, click Security Manager. The Security Manager dialog box appears. The Noetix Query User Maintenance tab of the Security Manager dialog box displays the names and types of the users who have been added as Noetix query users. By default, you can see the Noetix System Administration User and Oracle Administrative Database User. The dates on which the Noetix query user accounts were created and would expire are indicated. For Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) type users, the start and end dates correspond to the start and end dates of the respective Oracle E-Business Suite users and responsibilities. The Noetix Query User Maintenance tab also indicates whether views are optimized for query tools and synonyms for the views are created for the selected users.

On the Noetix Query User Maintenance tab, click Add Wizard. The Define New Noetix Query User Wizard dialog box appears.

On the Start page, click Next to start the wizard. The User Creation Options page appears.

Do one of the following:

Click Create New User Account to create a database user, and then add the database user as a Noetix query user. You will need DBA privileges to create this account. Click Next to continue.

Click Select Existing User Account if the Noetix query user is to be set up for an existing database user, Oracle E-Business Suite user, or Oracle E-Business Suite responsibility. In this case, the user has already been created and needs to be added as a Noetix query user. Click Next, and proceed to stepIf you have clicked the Select Existing User Account option in step Do one of the following:, the Choose Usersor Responsibilities page appears. This page allows you to select a user type and select existing users corresponding to the user type that should be added as Noetix query users. to select the user.

If you have clicked the Create New User Account option in the previous step, the DBA Account page appears.

The user must exist on the same instance as your Noetix System Administration User account; therefore, the Transparent Network Substrate (TNS) name is already filled in for you.

Type the name and password of a user with DBA privileges. The user must exist on the same instance as your Noetix System Administration User account; therefore, the Transparent Network Substrate (TNS) name is already filled in for you. Provide the information, and click Next. The Create User page appears.

Provide the user name and password of the database user that you want to create on the Create User page. A dialog box prompts you to confirm the new password. After providing the user name and password, choose a default and temporary tablespace for this database user schema. Click Next. After the database user is successfully created, the User Options page appears. Proceed to step The User Options page allows you to specify the following settings:.

The user name must start with a letter; must not contain double quotation marks (") or single quotation marks ('); cannot exceed 30 bytes. Also, use only uppercase letters (A-Z) for the user name. Diacritical marks and characters for Western European languages can also be typed.

If you have clicked the Select Existing User Account option in step Do one of the following:, the Choose Usersor Responsibilities page appears. This page allows you to select a user type and select existing users corresponding to the user type that should be added as Noetix query users.

To select a user type and users corresponding to the selected user type, follow these steps:

In the User Type list, click a user type. The options available are Database User, Oracle E-Business Suite Authenticated User, and Oracle E-Business Suite Authenticated Responsibility.

Click Add. If the user type selected is Database User (Type U) or Oracle E-Business Suite Authenticated User (Type A), the Add Users dialog box appears. If the user type selected is Oracle E-Business Suite Authenticated Responsibility (Type R), the Add Responsibilities dialog box appears.

For Oracle E-Business Suite Authenticated User (Type A) type users, the list of users displays only those users who have one or more responsibilities assigned to them in Oracle E-Business Suite.

In the Add Users or Add Responsibilities dialog box, specify filters in the Name filter box. If the user type is Oracle E-Business Suite Authenticated User (Type A), select a responsibility in the Responsibility filter list.

Click Search. If the list of available users or responsibilities takes a long time to load, click Cancel search, and repeat the search with better filter criteria.

From the User Name or Responsibility Name list, select the required user names or responsibilities by selecting the corresponding check boxes. If you want to select all user names or responsibilities, click Select All. If you want to clear the selection of users, click Deselect All. The number of users or responsibilities selected is displayed at the bottom of the dialog box.

If the names of database users selected for adding as Noetix query users contain lower-case or mixed-case letters and special characters that are not supported by Oracle Database, the names should be provided within double quotation marks when the corresponding users log on to Oracle Discoverer Desktop.

Click Next. The User Options page appears.

The User Options page allows you to specify the following settings:

In the Language list, click the language used by NoetixViews. If you select <Default Noetix Language Processing>, the language associated with the current environment will be set as the default language for this Noetix query user. If that language is not defined in Oracle E-Business Suite, the language that was chosen during Pregeneration Considerations will be set as the default language.

Select the Create Query Tool Optimizing Views check box, which is available only for Database User (Type U) type users. Selecting this check box at the time of creating a Database User type user enhances the performance of reporting tools (for example, Noetix Platform, Microsoft Access, or Crystal Reports) that query directly from the database rather than their own meta-layers.

Reporting tools (for example, Oracle Discoverer’s End User Layer (EUL), SAP BusinessObjects’ Universe, or IBM Cognos' Catalog) that access their own meta-layers do not benefit from this option. Therefore, do not select this check box while using any reporting tool that accesses its own meta-layer.

Select the Create Synonyms check box to create synonyms for views that are granted to Database User (Type U) type users. This option creates synonyms for each role granted to the Noetix query users. The Create Synonyms check box is available only for Database User (Type U) type users and it is selected by default. Clear this check box if the synonyms are not to be created. However, it is recommended to keep this check box always selected.

Do not select the Create Query Tool Optimizing Views and Create Synonyms check boxes if the Noetix query users of the Database User type also own Oracle E-Business Suite tables. If you do so, you may encounter problems while assigning Noetix roles to the users.

Click Next. The Choose Security Pages page appears.

The Choose Security Pages page allows you to define custom security settings to the selected users or responsibilities who are to be added as Noetix query users. The following settings are available in this page:

Click Accept the default settings and go to the Roles page if you want to apply the default custom security settings to the selected users or responsibilities and go to the Roles page.

Click Choose pages to view if you want to define the custom security settings for the selected users and responsibilities. After selecting this option, in the list, select the check boxes corresponding to the custom security configuration pages that you want to display in the wizard. The list also displays the default security that is configured for each custom security page based on the query user type corresponding to the selected users or responsibilities. The default options available are Business Group, Inventory Organization, Ledger/Set of Books, Operating Unit, Service Request, and Security Rules. The options displayed will vary depending on the NoetixViews modules available in your NoetixViews configuration.

Click Next. If the first option is selected, the Roles page appears. If the second option is selected, the pages appear in the wizard according to the check boxes selected. For more information about how to define security settings for users or responsibilities, see Add a Noetix Query User Using an Existing User.

When the Roles page appears, assign the required roles to the selected users or responsibilities. For more information about assigning roles, see Manage Access to Data Based on Roles in “Add a Noetix Query User Using an Existing User.”

Click Next. The Finish page appears.

Click Finish. You return to the Noetix Query User Maintenance tab. The Noetix query user accounts created corresponding to the selected users or responsibilities are displayed in the Noetix Query Users list.

(Optional) Configure default flexfield security rules settings for the new Noetix query users to be created or for both the new and existing Noetix query users for the global form of the views. The default flexfield security rules settings can be configured for only the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) types. For information on how to configure default flexfield security rules settings, see Configure Default Flexfield Security Rules Settings in the “NoetixViews for Oracle General Ledger” section in “Module-Specific Information”.

Click OK on the Security Manager dialog box to save the changes to the database.

The Regenerate synonym scripts check box on the Noetix Query User Maintenance tab of the Security Manager dialog box allows you to regenerate the synonym scripts that are used for creating synonyms for Noetix query users of the Database User (Type U) type. By default, this check box is selected. Keep this check box selected if you are working in multiple environments (for example, generating views in a UNIX environment and maintaining query users in a Microsoft Windows environment).

Published: May 07, 2024 05:19

Create Noetix Query Users Using GUI

Creating a Noetix query user involves either of the following:

Granting an existing database user, Oracle E-Business Suite user, or Oracle E-Business Suite responsibility access to Noetix views.
Creating a database user and granting access to NoetixViews.

Add a Noetix Query User Using an Existing User

Use the instructions below if you are adding an existing database user or Oracle E-Business Suite user or responsibility as a Noetix query user.

To add a Noetix query user

Click Start > All Programs > NoetixViews > NoetixViews Administrator. The welcome dialog box is displayed.
Log on as the Noetix System Administration User. Click the NoetixViews Administrator toolbar. Alternatively, on the Tools menu, click Security Manager. The Security Manager dialog box appears.
The Noetix Query User Maintenance tab of the Security Manager dialog box displays the names and types of the users who have been added as Noetix query users. By default, you can see the Noetix System Administration User (Type N) and Oracle Administrative Database User (Type O). The dates on which the Noetix query user accounts were created and would expire are indicated. For Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) type users, the start and end dates correspond to the start and end dates of the respective Oracle E-Business Suite users and responsibilities. The Noetix Query User Maintenance tab also indicates whether views are optimized for query tools and synonyms for the views are created for the selected users.
On the Noetix Query User Maintenance tab, click Add. The Add Users Properties dialog box appears.
On the General tab, do the following:
1. Select a user type in the User Type list. The available options are Database User, Oracle E-Business Suite Authenticated User, and Oracle E-Business Suite Authenticated Responsibility.
2. Click Add. If the user type selected is Database User (Type U) or Oracle E-Business Suite Authenticated User (Type A), the Add Users dialog box appears.
If the user type selected is Oracle E-Business Suite Authenticated Responsibility (Type R), the Add Responsibilities dialog box appears.

In the Add Users or Add Responsibilities dialog box, specify filters in the Name filter box. If the user type is Oracle E-Business Suite Authenticated User (Type A), select a responsibility in the Responsibility filter list.
Click Search. If the list of available users or responsibilities takes a long time to load, click Cancel search, and repeat the search with better filter criteria.
From the User Name or Responsibility Name list, select the required user names or responsibilities by selecting the corresponding check boxes. If you want to select all user names or responsibilities, click Select All. If you want to clear the selection, click Deselect All. The number of users or responsibilities selected is displayed at the bottom of the dialog box.
Note: If the user names or responsibilities that you want to select are not listed in the list, close the dialog box. On the General tab, click Refresh. A message appears stating that the list of user names or responsibilities is updated.
Click OK to add the users and return to the General tab. The selected users or responsibilities are displayed in the Names list. Also, the number of users or responsibilities selected is displayed beneath the Names list.
Important: If the names of database users selected for adding as Noetix query users contain lower-case or mixed-case letters and special characters that are not supported by Oracle Database, the names should be provided within double quotation marks when the corresponding users log on to Oracle Discoverer Desktop.
In the Language list, click a language used by NoetixViews. If you select <Default Noetix Language Processing>, the language associated with the current environment will be set as the default language for the selected Noetix query users. If that language is not defined in Oracle E-Business Suite, the language that was chosen during Pregeneration Considerations will be set as the default language.
(Optional) Select the Create Query Tool Optimizing Views check box, which is available only for Database User (Type U) type users. Selecting this check box at the time of creating a Database User type Noetix query user account enhances the performance of reports that are created in the reporting tools (for example, Noetix Platform, Microsoft Access, or Crystal Reports) that query directly from the database rather than their own meta-layers.
Note: Reporting tools (for example, Oracle Discoverer’s End User Layer (EUL), SAP BusinessObjects’ Universe, or IBM Cognos' Catalog) that access their own meta-layers do not benefit from this option. Therefore, do not select this check box while using any reporting tool that accesses its own meta-layer.
The Create Synonyms check box is available only for Database User (Type U) type users and it is selected by default. Clear this check box if the synonyms are not to be created. However, it is recommended to keep this check box always selected.
Note: Do not select the Create Query Tool Optimizing Views and Create Synonyms check boxes if the Noetix query users of the Database User type also own Oracle E-Business Suite tables. If you do so, you may encounter problems while assigning Noetix roles to the users.
If you click OK on this tab without navigating to the Roles tab and assigning roles to the user, a confirmation message appears prompting you whether to create Noetix query user accounts without assigning any roles to them. Click Yes if you want to proceed. Click No if you want to assign roles and row-level security to the selected users or responsibilities.

Use the Business Group tab to control access to data in global Noetix views for Oracle Advanced Benefits, Oracle Human Resources, Oracle Payroll, and Oracle Time and Labor based on business groups for a Noetix query user. For information, see Manage Access to Data Based on Business Groups.
Use the Ledger tab (for Oracle E-Business Suite Release 12 and later) or Set of Books tab (for Oracle
E-Business Suite versions prior to Release 12) to do one or more of the following to control access to data in the global form of Noetix views for Oracle Assets and Oracle General Ledger based on ledgers/sets of books for a Noetix query user, or to control access to data in the standard, Cross Operations Extension (XOP), and global forms of Noetix views for Oracle U.S. Federal Financials based on ledgers/sets of books for a Noetix query user. For information, see Manage Access to Data Based on Ledgers/Sets of Books.
Use the Operating Unit tab to control access to data in global Noetix views for Oracle Install Base, Oracle Order Management, Oracle Payables, Oracle Projects, Oracle Purchasing, Oracle Receivables, and Oracle Service Contracts based on operating units for a Noetix query user. For information, see Manage Access to Data Based on Operating Units.
Use the Inventory Organization tab to control access to data in global Noetix views for Oracle Bills of Material, Oracle Cost Management, Oracle Enterprise Asset Management, Oracle Inventory, Oracle Master Scheduling/MRP, Oracle Quality, and Oracle Work in Process based on the inventory organizations for a Noetix query user. For information, see Manage Access to Data Based on Inventory Organizations.
Use the Service Request tab to control access to data in Noetix views for Oracle Depot Repair, Oracle Field Service, and Oracle TeleService based on the service request types for a Noetix query user. For information, see Manage Access to Data Based on Service Requests.
Use the Security Rules tab to control the access to accounting data corresponding to a ledger/set of books in the NoetixViews for General Ledger based on the Accounting Flexfield security rules assigned to a Noetix query user. For information, see Manage Access to Data Based on Security Rules.
Use the Roles tab to assign roles to the Noetix query user. For information, see Manage Access to Data Based on Roles.
Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box.
(Optional) Configure default flexfield security rules settings for the new Noetix query users to be created or for both the new and existing Noetix query users for the global form of the views. The default flexfield security rules settings can be configured for only the Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) types. For information on how to configure default flexfield security rules settings, see Configure Default Flexfield Security Rules Settings in the “NoetixViews for Oracle General Ledger” section in “Module-Specific Information”.
Click OK on the Security Manager dialog box to save the changes to the database.
Note: The Regenerate synonym scripts check box on the Noetix Query User Maintenance tab regenerates the synonym scripts that are used for creating synonyms for Noetix query users of the Database User (Type U) type. By default, this check box is selected. Keep this check box selected if you are working in multiple environments (for example, generating views in a UNIX environment and maintaining query users in a Microsoft Windows environment).

Manage Access to Data Based on Business Groups

The Business Group tab will be available only if:

You have purchased the global form of Noetix views for at least one of the following Oracle E-Business Suite modules:
Human Resources,
Payroll
Advanced Benefits
Time and Labor

You are not modifying Oracle Administrative Database User (Type O) type user.

Important: When assigning row-level security to Noetix query users using the Business Group tab, the following points should be noted:

For allowing Noetix query users to view data from the Noetix views for the selected Oracle application, appropriate roles corresponding to the selected business groups should be assigned to the users.
In Oracle Discoverer and NWQ, user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see Create Noetix Query Users Using GUI.
In Oracle Business Intelligence (Oracle BI), SAP BusinessObjects, and IBM Cognos Business Intelligence (Cognos BI), user authentication based on the roles and row-level security settings is supported for only the Oracle E-Business Suite Authenticated User (Type A) type Noetix query users if the query users are mapped to the users registered in these BI tools. For information, see Create Noetix Query Users Using GUI.

To control access to HRMS data

Click an application name in the Application list. Your options are Benefits, HR, Payroll, and Time and Labor. After you select the application, the corresponding settings appear in the Settings for the <application name> application section.
Select or clear the Enforce Oracle HR security profile processing check box. When the check box is selected, the following options for global security profiles are available:
the business group specified by the user's login session: This option is the default for Noetix query users of the Oracle E-Business Suite Authenticated User (Type A) and Oracle E-Business Suite Authenticated Responsibility (Type R) types. This option ensures that even if the Noetix query user's logon credentials in Oracle E-Business Suite include a global security profile, data is returned for only the business group derived from these credentials. In other words, data is not returned for other business groups that are encompassed by the global security profile. Thus, this option provides the same level of security that is present in Oracle E-Business Suite.
all business groups included in the global security profile: This option ensures that data is returned for business groups encompassed by the Noetix query user's global security profile as long as they are also displayed in the Assigned Business Groups list. This option enables the Noetix query user to access data from multiple business groups through a global view for Advanced Benefits, Human Resources, Payroll, and Time and Labor with the row-level restrictions specified by the global security profile.
Regardless of which option you choose, you still need to ensure that the business groups you want the Noetix query user to access with the row-level restrictions applied in Human Resources are also in the Assigned Business Groups list.
If you do not want to filter data according to the security profiles of the Noetix query user, clear the Enforce Oracle HR security profile processing check box, and proceed with the next step.
The Enforce Oracle HR security profile processing check box is available for Noetix query users of the Database User (Type U) and Noetix System Administration User (Type N) types only if they are also set up as the reporting users for security profiles.
In the Settings for the <application name> application section, select one of the following options:
If business groups have been added in Oracle E-Business Suite, and if you want NoetixViews to detect and process them without running Stage 4, you can use the organization refresh feature. After running the organization refresh process, you must log on anew to the NOETIX SYS schema to see the new organizations in the Assigned Business Groups list.
Derive from Oracle EBS: Click this option to grant access to business groups on the basis of the Noetix query user's security settings in Human Resources. This option is available only if the Noetix query user is of the Oracle E-Business Suite Authenticated User (Type A) or Oracle E-Business Suite Authenticated Responsibility (Type R) type. This is also the default option for these users.
These business groups will appear in the Assigned Business Groups list and cannot be modified. When the Standard HRMS security model is used, the list is determined by the values of the HR:Business Group profile option for all responsibilities assigned to the Noetix query user. In the case of the Security Groups Enabled security model, the list is determined by the security groups assigned to the Noetix query user of the Oracle E-Business Suite Authenticated User (Type A) type. If the Noetix query user is of the Oracle E-Business Suite Authenticated Responsibility (Type R) type, the list will be empty. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.
If multiple users are selected, the Assigned Business Groups list will display the “<multiple users selected>” text for this option.
Custom: Click this option to grant access to a custom list of business groups. After you have selected this option, the Add button will be available below the Assigned Business Groups list. By default, this option is selected for users of the Noetix System Administration User (Type N) and Database User (Type U) types. Go to step To specify a custom list of business groups, do the following: to proceed with adding business groups.
All: Click this option to grant access to all the business groups defined in Human Resources. The business groups will appear in the Assigned Business Groups list. Go to step Click OK on the Add Users Properties or <Noetix query user> Properties dialog box. You return to the Noetix Query User Maintenance tab of the Security Manager dialog box. to save the changes.
If the data access privileges of the Oracle E-Business Suite Authenticated User (Type A) type, Oracle
E-Business Suite Authenticated Responsibility (Type R) type, and reporting users change in Oracle
E-Business Suite, click Refresh Security () on the toolbar of the NoetixViews Administrator. For more information, see Create Noetix Query Users Using GUI.
On clicking the Refresh Security button, a message is displayed, stating that the process of refreshing the security may take some time.