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Switching Responsibilities in BI Tools

An Oracle E-Business Suite user can be assigned with multiple Oracle General Ledger and Oracle Human Resource Management System (HRMS) responsibilities to which security rules and security profiles are attached respectively in Oracle E-Business Suite. After setting up this user as a Noetix query user, when the Noetix query user or a business intelligence (BI) tool user who is linked to this Noetix query user queries data from Noetix views for General Ledger and HRMS through a BI tool, the data returned is further filtered based on the responsibility with which the user logs on.

In BI tools, such as Noetix WebQuery (NWQ) and Oracle Discoverer, Noetix query users set up for Oracle
E-Business Suite users can log on to the BI tools by selecting a responsibility associated with the user. After logging on, if the users want to select a different responsibility, they have to log off from the current session and then log on again with the required responsibility.

In BI tools, such as Oracle Business Intelligence (Oracle BI), IBM Cognos Business Intelligence (Cognos BI), and SAP BusinessObjects, BI tool users log on with the responsibility associated with the Noetix query user set up for the Oracle E-Business Suite user to which they are linked. After logging on, if the BI tool users want to select a different responsibility, they can run Noetix Responsibility Tool to change the responsibility. With Noetix Responsibility Tool, BI tool users can change the responsibility with which they have logged on to the BI tool without logging off from the current user session.

Noetix Responsibility Tool

Noetix Responsibility Tool is a Web-based application that can be deployed on a standalone Web server or on the Web server where Oracle BI, Cognos BI, or BusinessObjects is running. Users can access this application directly through a Web browser using the application's URL or from a link provided within a BI tool if it is embedded into the BI tool.

Noetix Responsibility Tool allows you to do the following:

Use an Oracle BI, Cognos BI, or SAP BusinessObjects instance created in Noetix Views Administrator (NoetixViews Administrator) to register an Oracle BI, Cognos BI, or BusinessObjects user by linking the user to an Oracle E-Business Suite user who has been added as a Noetix query user in a NOETIX SYS schema. As part of the registration process, the application also allows you to specify a responsibility for the Oracle E-Business Suite user that will be associated with the Oracle BI, Cognos BI, or BusinessObjects user.

Change the Oracle E-Business Suite responsibility for a registered Oracle BI, Cognos BI, or BusinessObjects user when running reports against the Noetix views for General Ledger and HRMS.

Using Noetix Responsibility Tool in Standalone Mode

This section explains how to use Noetix Responsibility Tool in standalone mode for registering an Oracle BI, Cognos BI, or BusinessObjects user and how to change the General Ledger or HRMS responsibilities for a registered BI tool user.

To register an Oracle BI, Cognos BI, or BusinessObjects user and assign an Oracle E-Business Suite responsibility

  1. Open a web browser, and connect to the web server using the application's URL. The main page of the application appears as follows:

  2. Perform the following:

    • Noetix Environment: Select the appropriate Noetix environment created for the BI tool that you are using.

      If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. If you do not know which Noetix environment to select, contact the BI tool administrator.

    • BI Tool: Select the appropriate Oracle BI, Cognos BI, or BusinessObjects instance.

      If you do not know which BI tool instance to select, contact the Noetix System Administration User.

    • Username: Type the name of the Oracle BI, Cognos BI, or BusinessObjects user that you want to register.

    • Password: Type the password for the Oracle BI, Cognos BI, or BusinessObjects user.

  3. Click Next. A page similar to the following appears:

  4. Perform the following:

    • EBS Username: Type the Oracle E-Business Suite user name of a user who has been added as a Noetix query user to whom you want to link the Oracle BI, Cognos BI, or BusinessObjects user.

      If you do not know the name of the user that you want to use, contact the Noetix System Administration User.

    • EBS Password: Type the password for the Oracle E-Business Suite user.

  5. Click Next. A page similar to the following appears:

  6. Click Change Responsibility.

  7. In the Current Responsibility list, select the Oracle E-Business Suite responsibility that you want, and then click Save to complete the registration process.

  8. To exit Noetix Responsibility Tool, close the web browser.

To change the Oracle E-Business Suite responsibility for General Ledger and HRMS views

  1. Open a web browser, and connect to the web server using the application's URL.

  2. Perform the following:

  3. Noetix Environment: Select the appropriate Noetix environment that is created for the BI tool that you are using.

    If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. If you do not know which Noetix environment to select, contact the BI tool administrator.

  4. BI Tool: Select the appropriate Oracle BI, Cognos BI, or BusinessObjects instance.

  5. If you do not know which BI tool instance to select, contact the Noetix System Administration User.

  6. Username: Type the name of the Oracle BI, Cognos BI, or BusinessObjects user for whom you want to change the associated Oracle E-Business Suite responsibility.

  7. Password: Type the password for the Oracle BI, Cognos BI, or BusinessObjects user.

  8. Click Next. A page similar to the following appears:

  9. Click Change Responsibility. A page appears prompting you to change the Oracle E-Business Suite responsibility.

  10. In the Current Responsibility list, select the General Ledger or HRMS responsibility that you want, and then click Save to specify the selected Oracle E-Business Suite responsibility as the current responsibility.

  11. To exit Noetix Responsibility Tool, close the web browser.

Using Noetix Responsibility Tool in Embedded Mode

This section explains how to use Noetix Responsibility Tool in the embedded mode. In this mode, a link to Noetix Responsibility Tool is included from within Oracle BI, Cognos BI, or BusinessObjects. Using Noetix Responsibility Tool in embedded mode is similar to using it in the standalone mode. However, to run the tool in embedded mode, BI tool users will have to first log on to the BI tool, and then use the link to start Noetix Responsibility Tool.

To run Noetix Responsibility Tool in embedded mode in Oracle BI

  1. Use an Oracle BI user to log on to the Oracle BI Presentation Services. The main page appears.

  2. Click Settings > My EBS Responsibility to run Noetix Responsibility Tool within Oracle BI. Noetix Responsibility Tool will start in a dialog box within Oracle BI.

    Note: If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. The BI tool instance will be selected automatically by Noetix Responsibility Tool. If you do not know which Noetix environment to select, contact the BI tool administrator.

  3. To register the BI tool user or change the Oracle E-Business Suite responsibility associated with the BI tool user, see the procedures listed in the Using Noetix Responsibility Tool in Standalone Mode section.

  4. To run Noetix Responsibility Tool in embedded mode in Cognos BI

  5. Use a Cognos BI user to log on to Cognos BI. The main page appears.

  6. Click Launch > My EBS Responsibility to run Noetix Responsibility Tool within Cognos BI. Noetix Responsibility Tool will start in a new web browser window.

  7. If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. The BI tool instance will be selected automatically by Noetix Responsibility Tool. If you do not know which Noetix environment to select, contact the BI tool administrator.

  8. To register the BI tool user or change the Oracle E-Business Suite responsibility associated with the BI tool user, see the procedures listed in the Using Noetix Responsibility Tool in Standalone Mode section.

To run Noetix Responsibility Tool in embedded mode in BusinessObjects

  1. Use a BusinessObjects user to log on to BusinessObjects InfoView. The main page appears.

  2. Under the My Folders\Favorites folder or Public Folders folder, locate the link named My EBS Responsibility, and then click the link. Noetix Responsibility Tool will start in a new web browser window.

    Note: If multiple Noetix environments are available, then a list appears, and you will have to select the appropriate Noetix environment. If there is only one Noetix environment, then it will be selected by default. The BI tool instance will be selected automatically by Noetix Responsibility Tool. If you do not know which Noetix environment to select, contact the BI tool administrator.

  3. To register the BI tool user or change the Oracle E-Business Suite responsibility associated with the BI tool user, see the procedures listed in the Using Noetix Responsibility Tool in Standalone Mode section.

Published:

Switching Responsibilities in BI Tools

An Oracle E-Business Suite user can be assigned with multiple Oracle General Ledger and Oracle Human Resource Management System (HRMS) responsibilities to which security rules and security profiles are attached respectively in Oracle E-Business Suite. After setting up this user as a Noetix query user, when the Noetix query user or a business intelligence (BI) tool user who is linked to this Noetix query user queries data from Noetix views for General Ledger and HRMS through a BI tool, the data returned is further filtered based on the responsibility with which the user logs on.

In BI tools, such as Noetix WebQuery (NWQ) and Oracle Discoverer, Noetix query users set up for Oracle
E-Business Suite users can log on to the BI tools by selecting a responsibility associated with the user. After logging on, if the users want to select a different responsibility, they have to log off from the current session and then log on again with the required responsibility.

In BI tools, such as Oracle Business Intelligence (Oracle BI), IBM Cognos Business Intelligence (Cognos BI), and SAP BusinessObjects, BI tool users log on with the responsibility associated with the Noetix query user set up for the Oracle E-Business Suite user to which they are linked. After logging on, if the BI tool users want to select a different responsibility, they can run Noetix Responsibility Tool to change the responsibility. With Noetix Responsibility Tool, BI tool users can change the responsibility with which they have logged on to the BI tool without logging off from the current user session.

Noetix Responsibility Tool

Noetix Responsibility Tool is a Web-based application that can be deployed on a standalone Web server or on the Web server where Oracle BI, Cognos BI, or BusinessObjects is running. Users can access this application directly through a Web browser using the application's URL or from a link provided within a BI tool if it is embedded into the BI tool.

Noetix Responsibility Tool allows you to do the following:

Use an Oracle BI, Cognos BI, or SAP BusinessObjects instance created in Noetix Views Administrator (NoetixViews Administrator) to register an Oracle BI, Cognos BI, or BusinessObjects user by linking the user to an Oracle E-Business Suite user who has been added as a Noetix query user in a NOETIX SYS schema. As part of the registration process, the application also allows you to specify a responsibility for the Oracle E-Business Suite user that will be associated with the Oracle BI, Cognos BI, or BusinessObjects user.

Change the Oracle E-Business Suite responsibility for a registered Oracle BI, Cognos BI, or BusinessObjects user when running reports against the Noetix views for General Ledger and HRMS.

Using Noetix Responsibility Tool in Standalone Mode

This section explains how to use Noetix Responsibility Tool in standalone mode for registering an Oracle BI, Cognos BI, or BusinessObjects user and how to change the General Ledger or HRMS responsibilities for a registered BI tool user.

To register an Oracle BI, Cognos BI, or BusinessObjects user and assign an Oracle E-Business Suite responsibility

  1. Open a web browser, and connect to the web server using the application's URL. The main page of the application appears as follows:

  2. Perform the following:

    • Noetix Environment: Select the appropriate Noetix environment created for the BI tool that you are using.

      If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. If you do not know which Noetix environment to select, contact the BI tool administrator.

    • BI Tool: Select the appropriate Oracle BI, Cognos BI, or BusinessObjects instance.

      If you do not know which BI tool instance to select, contact the Noetix System Administration User.

    • Username: Type the name of the Oracle BI, Cognos BI, or BusinessObjects user that you want to register.

    • Password: Type the password for the Oracle BI, Cognos BI, or BusinessObjects user.

  3. Click Next. A page similar to the following appears:

  4. Perform the following:

    • EBS Username: Type the Oracle E-Business Suite user name of a user who has been added as a Noetix query user to whom you want to link the Oracle BI, Cognos BI, or BusinessObjects user.

      If you do not know the name of the user that you want to use, contact the Noetix System Administration User.

    • EBS Password: Type the password for the Oracle E-Business Suite user.

  5. Click Next. A page similar to the following appears:

  6. Click Change Responsibility.

  7. In the Current Responsibility list, select the Oracle E-Business Suite responsibility that you want, and then click Save to complete the registration process.

  8. To exit Noetix Responsibility Tool, close the web browser.

To change the Oracle E-Business Suite responsibility for General Ledger and HRMS views

  1. Open a web browser, and connect to the web server using the application's URL.

  2. Perform the following:

  3. Noetix Environment: Select the appropriate Noetix environment that is created for the BI tool that you are using.

    If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. If you do not know which Noetix environment to select, contact the BI tool administrator.

  4. BI Tool: Select the appropriate Oracle BI, Cognos BI, or BusinessObjects instance.

  5. If you do not know which BI tool instance to select, contact the Noetix System Administration User.

  6. Username: Type the name of the Oracle BI, Cognos BI, or BusinessObjects user for whom you want to change the associated Oracle E-Business Suite responsibility.

  7. Password: Type the password for the Oracle BI, Cognos BI, or BusinessObjects user.

  8. Click Next. A page similar to the following appears:

  9. Click Change Responsibility. A page appears prompting you to change the Oracle E-Business Suite responsibility.

  10. In the Current Responsibility list, select the General Ledger or HRMS responsibility that you want, and then click Save to specify the selected Oracle E-Business Suite responsibility as the current responsibility.

  11. To exit Noetix Responsibility Tool, close the web browser.

Using Noetix Responsibility Tool in Embedded Mode

This section explains how to use Noetix Responsibility Tool in the embedded mode. In this mode, a link to Noetix Responsibility Tool is included from within Oracle BI, Cognos BI, or BusinessObjects. Using Noetix Responsibility Tool in embedded mode is similar to using it in the standalone mode. However, to run the tool in embedded mode, BI tool users will have to first log on to the BI tool, and then use the link to start Noetix Responsibility Tool.

To run Noetix Responsibility Tool in embedded mode in Oracle BI

  1. Use an Oracle BI user to log on to the Oracle BI Presentation Services. The main page appears.

  2. Click Settings > My EBS Responsibility to run Noetix Responsibility Tool within Oracle BI. Noetix Responsibility Tool will start in a dialog box within Oracle BI.

    Note: If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. The BI tool instance will be selected automatically by Noetix Responsibility Tool. If you do not know which Noetix environment to select, contact the BI tool administrator.

  3. To register the BI tool user or change the Oracle E-Business Suite responsibility associated with the BI tool user, see the procedures listed in the Using Noetix Responsibility Tool in Standalone Mode section.

  4. To run Noetix Responsibility Tool in embedded mode in Cognos BI

  5. Use a Cognos BI user to log on to Cognos BI. The main page appears.

  6. Click Launch > My EBS Responsibility to run Noetix Responsibility Tool within Cognos BI. Noetix Responsibility Tool will start in a new web browser window.

  7. If multiple Noetix environments are available, a list appears, and you can select the appropriate Noetix environment that you want. If there is only one Noetix environment, it will be selected by default. The BI tool instance will be selected automatically by Noetix Responsibility Tool. If you do not know which Noetix environment to select, contact the BI tool administrator.

  8. To register the BI tool user or change the Oracle E-Business Suite responsibility associated with the BI tool user, see the procedures listed in the Using Noetix Responsibility Tool in Standalone Mode section.

To run Noetix Responsibility Tool in embedded mode in BusinessObjects

  1. Use a BusinessObjects user to log on to BusinessObjects InfoView. The main page appears.

  2. Under the My Folders\Favorites folder or Public Folders folder, locate the link named My EBS Responsibility, and then click the link. Noetix Responsibility Tool will start in a new web browser window.

    Note: If multiple Noetix environments are available, then a list appears, and you will have to select the appropriate Noetix environment. If there is only one Noetix environment, then it will be selected by default. The BI tool instance will be selected automatically by Noetix Responsibility Tool. If you do not know which Noetix environment to select, contact the BI tool administrator.

  3. To register the BI tool user or change the Oracle E-Business Suite responsibility associated with the BI tool user, see the procedures listed in the Using Noetix Responsibility Tool in Standalone Mode section.

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