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Generate Using NoetixViews Administrator

Option 1: Generate Using NoetixViews Administrator

Noetix views can be generated from a client computer using the NoetixViews Administrator. This generation method involves running NoetixViews Administrator on a Microsoft Windows-based client computer and performing the generation using a series of wizards.

Before generating Noetix views you must complete the pregeneration tasks listed in Generate Using NoetixViews Administrator.

Start NoetixViews Administrator

This section describes the steps required to start NoetixViews Administrator.

  1. To start NoetixViews Administrator

  2. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The welcome dialog box is displayed. This dialog box displays two options:

    • Create a Noetix System Administration User Account

    • Connect to an Existing Noetix System Administration User Account

  3. To generate views for the first time, click Create a Noetix System Administration User Account, and click OK.

  4. When you use NoetixViews Administrator after generation for maintenance tasks, or to perform a regeneration or upgrade, you must click Connect to an Existing Noetix System Administration User Account.

  5. This connects you to NoetixViews Administrator. The application’s main window will display behind the wizard pages and allow you to view any messages that the wizard displays. It provides the tools necessary to administer Noetix views generations and perform maintenance tasks. These tools include shortcuts to each generation stage, connections to related applications, and utilities that perform related generation tasks.

Stop and Resume a Generation

During generation, you may encounter an error or discover that you need to gather additional information before continuing. In that case, you can stop the process and resume it later.

To resume a generation

If you are logged on to NoetixViews Administrator: On the Tools menu, click Installation Stages and then select the required generation stage, or click the toolbar button numbered with the generation stage you need to complete.

If you are not logged on to NoetixViews Administrator: Log on to the NoetixViews Administrator as the Noetix System Administration User who began the generation. If any generation stage was not completed previously, the software detects which generation stage is incomplete and prompts you to restart that stage.

Again, you might complete a stage and exit NoetixViews Administrator before all the stages were complete. In that case, when you log on again, you are prompted to begin the next stage. Click Yes to connect to the wizard for generation.

When a generation is running, the script output is displayed on the NoetixViews Administrator window. To copy the output at a point, right-click the information, and click View In Notepad to view the output as a text file or Save As to save the output as a text file that can be viewed later.

Stage 1: Create Noetix System Administration User Account

To begin Stage 1 of the generation process

  1. If you choose to create a Noetix System Administration User account, the welcome page of Stage 1 wizard is displayed. The Stage 1 wizard performs all of the tasks necessary to create a Noetix System Administration User account. This account owns all the tables and procedures used during the generation process, and also the resulting views.

    To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 1 on the toolbar.

    Click Next.

  1. The next page prompts you to provide information about a database user with DBA privileges. This information was collected in the pregeneration stage. On the appropriate text areas, type the user name and password of a database user with DBA privileges. Then, type the database name or use the list to identify the database where the database user resides. Click Next.

The next page prompts you to type a user name and password for the Noetix System Administration User account. Choose a meaningful name that identifies the user account specifically for NoetixViews. The default user name is NOETIX SYS. Click Next.

The following validation rules are applicable for user names and passwords:

User name: The user name must start with a letter and can contain only the letters A to Z, digits 0 to 9, and underscore ( ). The user name cannot exceed 30 bytes and cannot contain quotation marks (") or single quotation marks ('). Diacritical marks and characters for Western European languages can also be typed.

Password: The password cannot contain white spaces and the at sign (@), ampersand (&), slash mark (/), backslash (\), quotation marks ("), and single quotation marks (') special characters.

The next page allows you to permanently grant the SELECT ANY TABLE and SELECT ANY DICTIONARY privileges to the Noetix System Administration User account. These privileges are usually granted and allow the database user access to a number of database tables or to delete unused synonyms for a user. To grant these privileges (recommended), click Yes. To deny these privileges, click No. Click Next to continue.

If you do not permanently grant these privileges, you will need to log on to the database with the required privileges each time you delete a role or query user.

The SELECT ANY DICTIONARY privilege is applicable only to Oracle Server 9i and later.

The next page identifies the tablespace storage locations for the objects owned by the Noetix System Administration User. For the default tablespace, select the tablespace name chosen during the pregeneration steps from the list. Repeat the same procedure for the temporary tablespace. Click Next to continue.

The size next to the tablespace name indicates the amount of space available in each tablespace but is not guaranteeing that enough space is available to complete the generation. This is manually confirmed during the pregeneration steps. Temporary tablespace is handled differently in Oracle 8i and later. Your temporary tablespace will display as having 0 MB free, regardless of how much tablespace you actually have available.

The next page allows you to choose a default path for the base installation directory. To change the location of the default path for the base installation directory, click the open folder icon located to the right of Base Directory. Using the Browse for Folder dialog box, change the directory location. Click Next to continue.

If you want to go to Stage 2 of the generation process after Stage 1 is completed, select Yes. Click Finish. A confirmation message is displayed when Stage 1 is successfully completed.

Stage 2: Grant Limited Privileges to AOL Data

To begin Stage 2 of the generation process

If you chose to continue after Stage 1, Stage 2 wizard starts automatically. This wizard performs the steps to grant the Noetix System Administration User access to the Application Object Library (AOL) tables.

To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 2 on the toolbar.

Click Next to continue.

The next page prompts you for logon information for the Oracle E-Business Suite APPS user to grant access to the necessary AOL objects. This password should have been gathered during the pregeneration tasks. Type the user name and password of the APPS user. The database where this user is defined will be on the TNS Name box by default. Click Next to continue.

An Oracle E-Business Suite AOL (APPLSYS) user account can be entered instead if you have run Stage 2 of the generation process using APPLSYS in the past.

If you want to go to the next step of the generation process after Stage 2 is completed, select Yes. Click Finish. A confirmation message is displayed when Stage 2 is successfully completed.

Stage 3: Set Up Noetix System Administration User Account

To begin Stage 3 of the generation process

If you chose to continue after Stage 2, Stage 3 wizard starts automatically. Stage 3 of the generation process creates synonyms for the Noetix System Administration User to set up the account with the necessary tables and views.

To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 3 on the toolbar.

Click Next to continue.

The next page prompts for a confirmation of the user name of the Oracle E-Business Suite APPS or APPLSYS user that was provided in Stage 2 of the generation process. A default name will be displayed and should be accurate. Click Next to continue.

If the default name is incorrect, exit the wizard, and confirm that you are running Stage 3 of the generation process for the correct Noetix System Administration User account.

On the next page, select Yes. Click Finish. A confirmation message is displayed when Stage 3 is successfully completed.

Stage 4: Generate Views

To begin Stage 4 of the generation process

If you chose to continue after Stage 3, Stage 4 wizard starts automatically. Stage 4 of the generation process generates views, answers, and the Noetix Help File.

To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 4 on the toolbar.

Click Next to continue.

Select the translation language that you will use in NoetixViews. The Translation Language list displays only the base language and the installed languages in your Oracle E-Business Suite instance. Click Next to continue.

If some query users require a different translation language than the one chosen here, you can set this on a per-user basis after generation. For more information, see steps and in “Create Noetix Query Users Using GUI” in “Noetix Query User Management.”

The next page allows you to select the forms of views you want to generate.

The selections you make on this page before generation are set as defaults the next time you run Stage 4.

The following options are available on this page. Each option is available only if the respective form of views is detected in your NoetixViews configuration.

Global Extension: Select this check box if you want to generate global views. If this check box is selected, global roles are created, and a set of views is generated for each global role. For more information about global views, see Forms of Noetix Views in “Forms of Noetix Views.”

Cross Operations Extension (XOP): Select this check box if you want to generate XOP views. If this check box is selected, XOP roles are created, and a set of views is generated for each XOP role. Additionally, if the Oracle E-Business Suite modules at your site for which you are generating XOP views contain organizational units that are included in standard roles, and not in XOP roles, those standard roles will also be created. For more information about XOP views, see Forms of Noetix Views in “Forms of Noetix Views.”

Standard: Select this check box if you want to generate standard views for all the available modules in your NoetixViews configuration. The check box is selected by default. If you select this check box, standard roles are created, and a set of views is generated for each standard role.

Include Inventory views: Select this check box if you want to generate organization-specific views for Oracle Inventory. This check box appears only if Noetix views for Inventory is detected in your NoetixViews configuration. You can select this check box only if the Standard check box is selected. If you have more than one inventory organization at your site, you can use this option to generate a set of views specific to each inventory organization. If this check box is selected, organization-specific roles are generated for Inventory, and a set of views is generated for each inventory organization.

The views for those modules that support only global form (such as NoetixViews for Oracle TeleService) will always be generated regardless of the selections on this page. Any such modules will be listed in a message at the bottom of the page that states that views for these modules will be generated. This message may also mention the Application Object Library (AOL) and Noetix Administration Objects modules, if they are present.

(Optional) If NoetixViews for Oracle Projects is detected in your NoetixViews configuration, the option to add multi-currency columns to the views for Projects will be available. The Add Project Multi-currency Columns to views check box allows you to add multi-currency columns to the views for Projects. This check box is selected by default. Clear the check box if you do not want to add multi-currency columns to the views. Click Next to continue.

If you click Cancel, Stage 4 will stop. You must restart Stage 4 to complete the generation process.

The Pause for role prefix editing check box allows you to edit role prefixes while generating views. This check box is selected by default. Clear the check box if you do not want to edit role prefixes. For information about role prefixes, see Generate Using NoetixViews Administrator. Click Next to continue.

The selections you make on this page before generation are set as defaults the next time you run Stage 4.

For more information about editing role prefixes, see Edit Role Prefixes.

(Optional) Select the Answer Builder check box to run the Noetix Answer Builder.

On the same page, choose whether to review any warnings that may be generated during the generation process. Selecting the Continue if warnings detected check box allows you to continue through generation regardless of warnings. However, if there are any errors in Stage 4 of the generation, the Noetix Answer Builder Wizard will not run. If you clear the Continue if warnings detected check box, it will allow you to review any warnings as they are generated before deciding to continue.

For more information, see Generate Using NoetixViews Administrator.

Click Next to continue.

The next page prompts you to select the format in which the Noetix Help File is to be generated. Select the check box next to the corresponding help format. Click Next to continue.

The Query Tool Help format is ideal for advanced users who use SQL*Plus, TOAD, and similar tools. As the database comments require a large amount of Oracle tablespace, you must generate Query Tool Help only after a successful generation of Noetix views.

If you want to manually generate the help files after generation, clear the help format check boxes, and click Next. For information about manually generating the help files, see Generate Noetix Help File.

If any errors are detected in Stage 4 of the Noetix views generation, the Noetix Help File will not be generated. As a workaround, after completing Stage 4, you must first run the ifix4sts.sql script to override Stage 4 errors and then manually generate the Noetix Help File. The ifix4sts.sql script is located in your NOETIX SYS user directory (by default, <installation folder>\Noetix Corporation\NoetixViews\Installs\<NOETIX SYS TNS>).

Click Finish to start generating Noetix views.

After this page, Stage 4 will start. At certain points while processing (which may take awhile), the pages in the following sections appear. Stage 4 is not completed, until a message stating that the stage is complete is displayed.

During Stage 4, output messages appear in the NoetixViews Administrator window, behind the dialog boxes prompting you for additional information. You may create a copy of the messages appearing on the text area at any time. Select the required text, and, on the shortcut menu, click Copy to copy the selected text to a text file. Alternatively, click on the text area, and, on the shortcut menu, click Save as to convert the text to a text file.

Get Passwords

During Stage 4, NoetixViews Administrator will need access to the database tables belonging to each of the Oracle E-Business Suite modules detected. You will be prompted for the Oracle E-Business Suite APPS user password to ensure that the generation can access all the necessary tables. If you are generating views for Oracle Payroll, you will also be prompted for the password of the Noetix Payroll Data Mart database user (XXEIS user).

The Get Passwords wizard is displayed requesting the necessary passwords. You should have gathered these passwords during the pregeneration steps outlined earlier in this administrator guide.

If you are regenerating views using the same *.dat files as in previous generations, the wizard may not need to prompt you for this information.

To grant NoetixViews Administrator access to the Applications tables

When the Get Passwords wizard starts, a set of windows is displayed, prompting you for the necessary passwords. For each window, type the password for the indicated user, and then click Finish.

After the password for each user is entered and validated, the wizard will close and the generation will continue.

If you click Cancel, Stage 4 will stop. You must restart Stage 4 to complete the generation process.

During Stage 4, after the validation of the password for the APPS schema, a prerequisite check process will be performed to detect issues, such as missing SELECT privileges in the APPS schema and issues related to your environment or customizations. This process helps you identify and resolve the errors that may occur during the initial phase of Stage 4. If any issues are identified, Stage 4 will not continue, and the errors will be logged in the prechecker finderr.lst file. Make sure that issues are resolved before you reattempt Stage 4.

Activate Multi-Currency Columns for Projects Views (Optional)

During Stage 4, you may be prompted to add multi-currency columns to the views for Oracle Projects. For information about the conditions in which the prompt appears, see Multi-Currency Activation in NoetixViews for Oracle Projects in “Module-Specific Information.”

Edit Role Prefixes

During Stage 4, the Edit Role Prefix dialog box is displayed. It lists the default role prefixes that you can modify to customize each Noetix role. For information, see Generate Using NoetixViews Administrator.

This page appears only if you choose to edit role prefixes during views generation. For more information, see step The Pause for role prefix editing check box allows you to edit role prefixes while generating views. This check box is selected by default. Clear the check box if you do not want to edit role prefixes. For information about role prefixes, see Generate Using NoetixViews Administrator. Click Next to continue..

You may accept the default role prefixes, but it is recommended that you choose prefixes that are more intuitive for users. Also, ensure that the names of the Noetix roles do not match the names of other roles in the Oracle database; otherwise, errors will occur during the generation.

The following columns are available on the Edit Role Prefix dialog box:

Prefix: The default prefix for each role.

Context: The level in the organization hierarchy at which the views accessible to the role are partitioned.

Application Name: The name of the module that the role pertains to.

Ledger/Set of Books: The name of the ledger/set of books. If XOP views have been generated, the value in the Ledger column (for Oracle E-Business Suite Release 12 and later) or Set of Books column (for Oracle E-Business Suite versions prior to Release 12) is prefixed with “Cross Ledger” or “Cross Set of Books”. For XOP views, the value of this column is made up of the chart of accounts name and the Accounting Flexfield values. For example, if the chart of accounts name is OPM Accounting and the Accounting Flexfield contains OPM US, the value in the Ledger column (for Oracle E-Business Suite Release 12 and later) or Set of Books column (for Oracle E-Business Suite versions prior to Release 12) would be “Cross Ledger (COA: OPM Accounting Flex: OPM US)” or “Cross Set of Books (COA: OPM Accounting Flex: OPM US)”.

Operating Unit: The name of the operating unit. If XOP views have been generated, the value in the Operating Unit column is prefixed with “Cross Operating Unit.” For XOP views, the value of this column is made up of the chart of accounts name and the Accounting Flexfield values. For example, if the chart of accounts name is India and the Accounting Flexfield contains Vision India Hyderabad|Vision India Mumbai, the value in the Operating Unit column would be “Cross Operating Unit (COA: India Accounting Flex: Vision India Hyderabad|Vision India Mumbai).”

INV/MFG Organization: The name of the inventory or manufacturing organization. If XOP views have been generated, the value in the INV/MFG Organization column is prefixed with “INV/MFG Organization.” For XOP views, the value of this column is made up of the chart of accounts name and the Accounting Flexfield values. For example, if the chart of accounts name is India and the Accounting Flexfield contains IN1-Hyderabad|Vision Operations, the value in the Operating Unit column would be “Cross Operating Unit (COA: India Accounting Flex: IN1-Hyderabad|Vision Operations).”

Business Group: The name of the business group.

Process Organization: The name of the organization in Oracle Process Manufacturing.

To change a role prefix

Select the required Noetix role from the Edit Role Prefix dialog box.

Press F2 or double-click the role prefix to modify it. Repeat this step for each prefix listed. After all the prefixes have been changed, click OK to continue. A message appears before continuing with the generation. Click Yes to continue.

If you click Cancel in the Edit Role Prefix dialog box, Stage 4 will stop. You must restart Stage 4 to complete the generation process.

Confirm that you have finished editing your role prefixes by clicking Yes. You may return to the previous page by clicking No.

If any of the generated roles are in conflict with other roles or users in the database, they are listed in the tmpcrole.lst file created in the NOETIX SYS user directory.

A confirmation message is displayed when Stage 4 is successfully completed. Continue to the next section to check for errors.

Verify Generation

This section explains how you can verify the status of Noetix views generation.

Verify Noetix Views Generation

The following instructions can be used after any generation stage or after all stages have been completed to verify the status of a Noetix views generation. Verification involves checking generation progress, then running a process to check for any errors that may have occurred during the generation.

To verify the Noetix views generation

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

On the NoetixViews Administrator main window, click on the toolbar. The Noetix Installation Status dialog box is displayed. Click the NoetixViews Installation Status tab to view the status of each generation stage.

On the Tools menu, click Support > Find Script Errors. An output of all files containing errors will be displayed on the text area of the NoetixViews Administrator window. This command will also create an error log called finderr.lst in your NOETIX SYS user directory. Each time you run this command, this log will be overwritten.

ContactinsightsoftwareSupportif any errors are found.

The Noetix Installation Status dialog box may indicate Stage 2 as completed, but may not specify the completion time and date, as specified for the other completed generation stages. This occurs after performing a scripts-based generation. Be assured that Stage 2 of the generation process is successful if the status is displayed as completed, regardless of whether the time and date are specified.Check Concurrent Program Creation

After Stage 4 is run successfully, if there are any issues with the creation of concurrent programs, a warning message will be displayed stating that the concurrent program creation has been completed with errors. If these concurrent programs are not created, your NoetixViews instance will not be updated with the data changes made in Oracle E-Business Suite after the initial generation of Noetix views. In such cases, perform the following:

Resolve the warnings or issues listed in the Listerrors cm.lst file.

Connect to the database through SQL*Plus as the Noetix System Administration User.

Run the wnoetx conc pgm create.sql script. The missing concurrent programs will be created.

If you need assistance in resolving the issues or running the script, contact insightsoftwareSupport.

If Stage 4 fails because of Noetix views generation-related errors, creation of concurrent programs will not be initiated.

Generate Noetix Help File

The Noetix Help File can be generated during Stage 4 or manually at any time after generating Noetix views using the following instructions.

If any errors are detected during Stage 4, you cannot generate the Noetix Help File. However, if you intend to override Stage 4 generation errors and generate the Noetix Help File, you must first run the ifix4sts.sql script and then manually generate the Noetix Help File. The ifix4sts.sql script is located in your NOETIX SYS user directory (by default, <installation folder>\Noetix Corporation\NoetixViews\Installs\<NOETIX SYS TNS>).

The Noetix Help File is available in three formats. For information about determining which help formats will be most beneficial for your enterprise, see Generate Using NoetixViews Administrator.

To generate Noetix Help File

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

On the Tools menu, click Generate Online Help and click the help format you want to generate. To generate all available formats at once, click Help Generation Wizard.

NoetixViews Administrator will perform the processes necessary to generate the Noetix Help File in the specified format.

The Query Tool Help, if generated, will automatically be available to those with the applicable tools.

Additional steps are needed to allow users to access the Microsoft WinHelp and HTML formats, if generated. The following instructions explain how to locate these help files and publish them to users.

Microsoft WinHelp Format

After the Noetix Help File is generated in the Microsoft WinHelp format, the noetix.hlp file is located in <BASE INSTALL DIR>\<ACCOUNT TNS>\MsHelp, where <BASE INSTALL DIR> is the location where you installed NoetixViews Administrator and <ACCOUNT TNS> is the folder created in the name of the Noetix System Administration User (usually NOETIX SYS) + + the TNS Name of the database instance on which the user resides. For example: <installation folder>\Noetix Corporation\NoetixViews\Installs\NOETIX SYS dev.seattle\MsHelp

The noetix.hlp file should be moved to a shared server drive, and a shortcut to the file must be created on the desktop of each Noetix query user’s computer.

HTML Help Format

After the Noetix Help File is generated in the HTML Help format, the HTML files are located in <BASE INSTALL DIR>\<ACCOUNT TNS>\htmlhelp\help, where <BASE INSTALL DIR> is the location where you installed NoetixViews Administrator and <ACCOUNT TNS> is the name of the Noetix System Administration User (usually NOETIX SYS) + + the TNS Name of the database instance on which the user resides. For example, <installation folder>\Noetix Corporation\NoetixViews\Installs\NOETIX SYS dev.seattle\htmlhelp

Point your browser to noetix.htm within this directory to view the HTML Help. These HTML files will need to be published on a web server and users must be notified of this location.

Query Tool Help Format

After the Noetix Help File is generated in the Query Tool Help format, the following views are generated in the schema:

Help Noetix Views: For a description of each view

Help Noetix Columns: For a description of all the columns in a view

You can retrieve help information for the Noetix views with your query tool. This help format can be obtained in two ways. The first uses a built-in feature of the query tool while the other method involves querying a help view. This process works well especially with query tools that allow you to see two queries at a time.
Published:

Generate Using NoetixViews Administrator

Option 1: Generate Using NoetixViews Administrator

Noetix views can be generated from a client computer using the NoetixViews Administrator. This generation method involves running NoetixViews Administrator on a Microsoft Windows-based client computer and performing the generation using a series of wizards.

Before generating Noetix views you must complete the pregeneration tasks listed in Generate Using NoetixViews Administrator.

Start NoetixViews Administrator

This section describes the steps required to start NoetixViews Administrator.

  1. To start NoetixViews Administrator

  2. Click Start > All Programs > NoetixViews > NoetixViews Administrator. The welcome dialog box is displayed. This dialog box displays two options:

    • Create a Noetix System Administration User Account

    • Connect to an Existing Noetix System Administration User Account

  3. To generate views for the first time, click Create a Noetix System Administration User Account, and click OK.

  4. When you use NoetixViews Administrator after generation for maintenance tasks, or to perform a regeneration or upgrade, you must click Connect to an Existing Noetix System Administration User Account.

  5. This connects you to NoetixViews Administrator. The application’s main window will display behind the wizard pages and allow you to view any messages that the wizard displays. It provides the tools necessary to administer Noetix views generations and perform maintenance tasks. These tools include shortcuts to each generation stage, connections to related applications, and utilities that perform related generation tasks.

Stop and Resume a Generation

During generation, you may encounter an error or discover that you need to gather additional information before continuing. In that case, you can stop the process and resume it later.

To resume a generation

If you are logged on to NoetixViews Administrator: On the Tools menu, click Installation Stages and then select the required generation stage, or click the toolbar button numbered with the generation stage you need to complete.

If you are not logged on to NoetixViews Administrator: Log on to the NoetixViews Administrator as the Noetix System Administration User who began the generation. If any generation stage was not completed previously, the software detects which generation stage is incomplete and prompts you to restart that stage.

Again, you might complete a stage and exit NoetixViews Administrator before all the stages were complete. In that case, when you log on again, you are prompted to begin the next stage. Click Yes to connect to the wizard for generation.

When a generation is running, the script output is displayed on the NoetixViews Administrator window. To copy the output at a point, right-click the information, and click View In Notepad to view the output as a text file or Save As to save the output as a text file that can be viewed later.

Stage 1: Create Noetix System Administration User Account

To begin Stage 1 of the generation process

  1. If you choose to create a Noetix System Administration User account, the welcome page of Stage 1 wizard is displayed. The Stage 1 wizard performs all of the tasks necessary to create a Noetix System Administration User account. This account owns all the tables and procedures used during the generation process, and also the resulting views.

    To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 1 on the toolbar.

    Click Next.

  1. The next page prompts you to provide information about a database user with DBA privileges. This information was collected in the pregeneration stage. On the appropriate text areas, type the user name and password of a database user with DBA privileges. Then, type the database name or use the list to identify the database where the database user resides. Click Next.

The next page prompts you to type a user name and password for the Noetix System Administration User account. Choose a meaningful name that identifies the user account specifically for NoetixViews. The default user name is NOETIX SYS. Click Next.

The following validation rules are applicable for user names and passwords:

User name: The user name must start with a letter and can contain only the letters A to Z, digits 0 to 9, and underscore ( ). The user name cannot exceed 30 bytes and cannot contain quotation marks (") or single quotation marks ('). Diacritical marks and characters for Western European languages can also be typed.

Password: The password cannot contain white spaces and the at sign (@), ampersand (&), slash mark (/), backslash (\), quotation marks ("), and single quotation marks (') special characters.

The next page allows you to permanently grant the SELECT ANY TABLE and SELECT ANY DICTIONARY privileges to the Noetix System Administration User account. These privileges are usually granted and allow the database user access to a number of database tables or to delete unused synonyms for a user. To grant these privileges (recommended), click Yes. To deny these privileges, click No. Click Next to continue.

If you do not permanently grant these privileges, you will need to log on to the database with the required privileges each time you delete a role or query user.

The SELECT ANY DICTIONARY privilege is applicable only to Oracle Server 9i and later.

The next page identifies the tablespace storage locations for the objects owned by the Noetix System Administration User. For the default tablespace, select the tablespace name chosen during the pregeneration steps from the list. Repeat the same procedure for the temporary tablespace. Click Next to continue.

The size next to the tablespace name indicates the amount of space available in each tablespace but is not guaranteeing that enough space is available to complete the generation. This is manually confirmed during the pregeneration steps. Temporary tablespace is handled differently in Oracle 8i and later. Your temporary tablespace will display as having 0 MB free, regardless of how much tablespace you actually have available.

The next page allows you to choose a default path for the base installation directory. To change the location of the default path for the base installation directory, click the open folder icon located to the right of Base Directory. Using the Browse for Folder dialog box, change the directory location. Click Next to continue.

If you want to go to Stage 2 of the generation process after Stage 1 is completed, select Yes. Click Finish. A confirmation message is displayed when Stage 1 is successfully completed.

Stage 2: Grant Limited Privileges to AOL Data

To begin Stage 2 of the generation process

If you chose to continue after Stage 1, Stage 2 wizard starts automatically. This wizard performs the steps to grant the Noetix System Administration User access to the Application Object Library (AOL) tables.

To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 2 on the toolbar.

Click Next to continue.

The next page prompts you for logon information for the Oracle E-Business Suite APPS user to grant access to the necessary AOL objects. This password should have been gathered during the pregeneration tasks. Type the user name and password of the APPS user. The database where this user is defined will be on the TNS Name box by default. Click Next to continue.

An Oracle E-Business Suite AOL (APPLSYS) user account can be entered instead if you have run Stage 2 of the generation process using APPLSYS in the past.

If you want to go to the next step of the generation process after Stage 2 is completed, select Yes. Click Finish. A confirmation message is displayed when Stage 2 is successfully completed.

Stage 3: Set Up Noetix System Administration User Account

To begin Stage 3 of the generation process

If you chose to continue after Stage 2, Stage 3 wizard starts automatically. Stage 3 of the generation process creates synonyms for the Noetix System Administration User to set up the account with the necessary tables and views.

To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 3 on the toolbar.

Click Next to continue.

The next page prompts for a confirmation of the user name of the Oracle E-Business Suite APPS or APPLSYS user that was provided in Stage 2 of the generation process. A default name will be displayed and should be accurate. Click Next to continue.

If the default name is incorrect, exit the wizard, and confirm that you are running Stage 3 of the generation process for the correct Noetix System Administration User account.

On the next page, select Yes. Click Finish. A confirmation message is displayed when Stage 3 is successfully completed.

Stage 4: Generate Views

To begin Stage 4 of the generation process

If you chose to continue after Stage 3, Stage 4 wizard starts automatically. Stage 4 of the generation process generates views, answers, and the Noetix Help File.

To connect to this wizard from the main window of NoetixViews Administrator, click the button labeled 4 on the toolbar.

Click Next to continue.

Select the translation language that you will use in NoetixViews. The Translation Language list displays only the base language and the installed languages in your Oracle E-Business Suite instance. Click Next to continue.

If some query users require a different translation language than the one chosen here, you can set this on a per-user basis after generation. For more information, see steps and in “Create Noetix Query Users Using GUI” in “Noetix Query User Management.”

The next page allows you to select the forms of views you want to generate.

The selections you make on this page before generation are set as defaults the next time you run Stage 4.

The following options are available on this page. Each option is available only if the respective form of views is detected in your NoetixViews configuration.

Global Extension: Select this check box if you want to generate global views. If this check box is selected, global roles are created, and a set of views is generated for each global role. For more information about global views, see Forms of Noetix Views in “Forms of Noetix Views.”

Cross Operations Extension (XOP): Select this check box if you want to generate XOP views. If this check box is selected, XOP roles are created, and a set of views is generated for each XOP role. Additionally, if the Oracle E-Business Suite modules at your site for which you are generating XOP views contain organizational units that are included in standard roles, and not in XOP roles, those standard roles will also be created. For more information about XOP views, see Forms of Noetix Views in “Forms of Noetix Views.”

Standard: Select this check box if you want to generate standard views for all the available modules in your NoetixViews configuration. The check box is selected by default. If you select this check box, standard roles are created, and a set of views is generated for each standard role.

Include Inventory views: Select this check box if you want to generate organization-specific views for Oracle Inventory. This check box appears only if Noetix views for Inventory is detected in your NoetixViews configuration. You can select this check box only if the Standard check box is selected. If you have more than one inventory organization at your site, you can use this option to generate a set of views specific to each inventory organization. If this check box is selected, organization-specific roles are generated for Inventory, and a set of views is generated for each inventory organization.

The views for those modules that support only global form (such as NoetixViews for Oracle TeleService) will always be generated regardless of the selections on this page. Any such modules will be listed in a message at the bottom of the page that states that views for these modules will be generated. This message may also mention the Application Object Library (AOL) and Noetix Administration Objects modules, if they are present.

(Optional) If NoetixViews for Oracle Projects is detected in your NoetixViews configuration, the option to add multi-currency columns to the views for Projects will be available. The Add Project Multi-currency Columns to views check box allows you to add multi-currency columns to the views for Projects. This check box is selected by default. Clear the check box if you do not want to add multi-currency columns to the views. Click Next to continue.

If you click Cancel, Stage 4 will stop. You must restart Stage 4 to complete the generation process.

The Pause for role prefix editing check box allows you to edit role prefixes while generating views. This check box is selected by default. Clear the check box if you do not want to edit role prefixes. For information about role prefixes, see Generate Using NoetixViews Administrator. Click Next to continue.

The selections you make on this page before generation are set as defaults the next time you run Stage 4.

For more information about editing role prefixes, see Edit Role Prefixes.

(Optional) Select the Answer Builder check box to run the Noetix Answer Builder.

On the same page, choose whether to review any warnings that may be generated during the generation process. Selecting the Continue if warnings detected check box allows you to continue through generation regardless of warnings. However, if there are any errors in Stage 4 of the generation, the Noetix Answer Builder Wizard will not run. If you clear the Continue if warnings detected check box, it will allow you to review any warnings as they are generated before deciding to continue.

For more information, see Generate Using NoetixViews Administrator.

Click Next to continue.

The next page prompts you to select the format in which the Noetix Help File is to be generated. Select the check box next to the corresponding help format. Click Next to continue.

The Query Tool Help format is ideal for advanced users who use SQL*Plus, TOAD, and similar tools. As the database comments require a large amount of Oracle tablespace, you must generate Query Tool Help only after a successful generation of Noetix views.

If you want to manually generate the help files after generation, clear the help format check boxes, and click Next. For information about manually generating the help files, see Generate Noetix Help File.

If any errors are detected in Stage 4 of the Noetix views generation, the Noetix Help File will not be generated. As a workaround, after completing Stage 4, you must first run the ifix4sts.sql script to override Stage 4 errors and then manually generate the Noetix Help File. The ifix4sts.sql script is located in your NOETIX SYS user directory (by default, <installation folder>\Noetix Corporation\NoetixViews\Installs\<NOETIX SYS TNS>).

Click Finish to start generating Noetix views.

After this page, Stage 4 will start. At certain points while processing (which may take awhile), the pages in the following sections appear. Stage 4 is not completed, until a message stating that the stage is complete is displayed.

During Stage 4, output messages appear in the NoetixViews Administrator window, behind the dialog boxes prompting you for additional information. You may create a copy of the messages appearing on the text area at any time. Select the required text, and, on the shortcut menu, click Copy to copy the selected text to a text file. Alternatively, click on the text area, and, on the shortcut menu, click Save as to convert the text to a text file.

Get Passwords

During Stage 4, NoetixViews Administrator will need access to the database tables belonging to each of the Oracle E-Business Suite modules detected. You will be prompted for the Oracle E-Business Suite APPS user password to ensure that the generation can access all the necessary tables. If you are generating views for Oracle Payroll, you will also be prompted for the password of the Noetix Payroll Data Mart database user (XXEIS user).

The Get Passwords wizard is displayed requesting the necessary passwords. You should have gathered these passwords during the pregeneration steps outlined earlier in this administrator guide.

If you are regenerating views using the same *.dat files as in previous generations, the wizard may not need to prompt you for this information.

To grant NoetixViews Administrator access to the Applications tables

When the Get Passwords wizard starts, a set of windows is displayed, prompting you for the necessary passwords. For each window, type the password for the indicated user, and then click Finish.

After the password for each user is entered and validated, the wizard will close and the generation will continue.

If you click Cancel, Stage 4 will stop. You must restart Stage 4 to complete the generation process.

During Stage 4, after the validation of the password for the APPS schema, a prerequisite check process will be performed to detect issues, such as missing SELECT privileges in the APPS schema and issues related to your environment or customizations. This process helps you identify and resolve the errors that may occur during the initial phase of Stage 4. If any issues are identified, Stage 4 will not continue, and the errors will be logged in the prechecker finderr.lst file. Make sure that issues are resolved before you reattempt Stage 4.

Activate Multi-Currency Columns for Projects Views (Optional)

During Stage 4, you may be prompted to add multi-currency columns to the views for Oracle Projects. For information about the conditions in which the prompt appears, see Multi-Currency Activation in NoetixViews for Oracle Projects in “Module-Specific Information.”

Edit Role Prefixes

During Stage 4, the Edit Role Prefix dialog box is displayed. It lists the default role prefixes that you can modify to customize each Noetix role. For information, see Generate Using NoetixViews Administrator.

This page appears only if you choose to edit role prefixes during views generation. For more information, see step The Pause for role prefix editing check box allows you to edit role prefixes while generating views. This check box is selected by default. Clear the check box if you do not want to edit role prefixes. For information about role prefixes, see Generate Using NoetixViews Administrator. Click Next to continue..

You may accept the default role prefixes, but it is recommended that you choose prefixes that are more intuitive for users. Also, ensure that the names of the Noetix roles do not match the names of other roles in the Oracle database; otherwise, errors will occur during the generation.

The following columns are available on the Edit Role Prefix dialog box:

Prefix: The default prefix for each role.

Context: The level in the organization hierarchy at which the views accessible to the role are partitioned.

Application Name: The name of the module that the role pertains to.

Ledger/Set of Books: The name of the ledger/set of books. If XOP views have been generated, the value in the Ledger column (for Oracle E-Business Suite Release 12 and later) or Set of Books column (for Oracle E-Business Suite versions prior to Release 12) is prefixed with “Cross Ledger” or “Cross Set of Books”. For XOP views, the value of this column is made up of the chart of accounts name and the Accounting Flexfield values. For example, if the chart of accounts name is OPM Accounting and the Accounting Flexfield contains OPM US, the value in the Ledger column (for Oracle E-Business Suite Release 12 and later) or Set of Books column (for Oracle E-Business Suite versions prior to Release 12) would be “Cross Ledger (COA: OPM Accounting Flex: OPM US)” or “Cross Set of Books (COA: OPM Accounting Flex: OPM US)”.

Operating Unit: The name of the operating unit. If XOP views have been generated, the value in the Operating Unit column is prefixed with “Cross Operating Unit.” For XOP views, the value of this column is made up of the chart of accounts name and the Accounting Flexfield values. For example, if the chart of accounts name is India and the Accounting Flexfield contains Vision India Hyderabad|Vision India Mumbai, the value in the Operating Unit column would be “Cross Operating Unit (COA: India Accounting Flex: Vision India Hyderabad|Vision India Mumbai).”

INV/MFG Organization: The name of the inventory or manufacturing organization. If XOP views have been generated, the value in the INV/MFG Organization column is prefixed with “INV/MFG Organization.” For XOP views, the value of this column is made up of the chart of accounts name and the Accounting Flexfield values. For example, if the chart of accounts name is India and the Accounting Flexfield contains IN1-Hyderabad|Vision Operations, the value in the Operating Unit column would be “Cross Operating Unit (COA: India Accounting Flex: IN1-Hyderabad|Vision Operations).”

Business Group: The name of the business group.

Process Organization: The name of the organization in Oracle Process Manufacturing.

To change a role prefix

Select the required Noetix role from the Edit Role Prefix dialog box.

Press F2 or double-click the role prefix to modify it. Repeat this step for each prefix listed. After all the prefixes have been changed, click OK to continue. A message appears before continuing with the generation. Click Yes to continue.

If you click Cancel in the Edit Role Prefix dialog box, Stage 4 will stop. You must restart Stage 4 to complete the generation process.

Confirm that you have finished editing your role prefixes by clicking Yes. You may return to the previous page by clicking No.

If any of the generated roles are in conflict with other roles or users in the database, they are listed in the tmpcrole.lst file created in the NOETIX SYS user directory.

A confirmation message is displayed when Stage 4 is successfully completed. Continue to the next section to check for errors.

Verify Generation

This section explains how you can verify the status of Noetix views generation.

Verify Noetix Views Generation

The following instructions can be used after any generation stage or after all stages have been completed to verify the status of a Noetix views generation. Verification involves checking generation progress, then running a process to check for any errors that may have occurred during the generation.

To verify the Noetix views generation

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

On the NoetixViews Administrator main window, click on the toolbar. The Noetix Installation Status dialog box is displayed. Click the NoetixViews Installation Status tab to view the status of each generation stage.

On the Tools menu, click Support > Find Script Errors. An output of all files containing errors will be displayed on the text area of the NoetixViews Administrator window. This command will also create an error log called finderr.lst in your NOETIX SYS user directory. Each time you run this command, this log will be overwritten.

ContactinsightsoftwareSupportif any errors are found.

The Noetix Installation Status dialog box may indicate Stage 2 as completed, but may not specify the completion time and date, as specified for the other completed generation stages. This occurs after performing a scripts-based generation. Be assured that Stage 2 of the generation process is successful if the status is displayed as completed, regardless of whether the time and date are specified.Check Concurrent Program Creation

After Stage 4 is run successfully, if there are any issues with the creation of concurrent programs, a warning message will be displayed stating that the concurrent program creation has been completed with errors. If these concurrent programs are not created, your NoetixViews instance will not be updated with the data changes made in Oracle E-Business Suite after the initial generation of Noetix views. In such cases, perform the following:

Resolve the warnings or issues listed in the Listerrors cm.lst file.

Connect to the database through SQL*Plus as the Noetix System Administration User.

Run the wnoetx conc pgm create.sql script. The missing concurrent programs will be created.

If you need assistance in resolving the issues or running the script, contact insightsoftwareSupport.

If Stage 4 fails because of Noetix views generation-related errors, creation of concurrent programs will not be initiated.

Generate Noetix Help File

The Noetix Help File can be generated during Stage 4 or manually at any time after generating Noetix views using the following instructions.

If any errors are detected during Stage 4, you cannot generate the Noetix Help File. However, if you intend to override Stage 4 generation errors and generate the Noetix Help File, you must first run the ifix4sts.sql script and then manually generate the Noetix Help File. The ifix4sts.sql script is located in your NOETIX SYS user directory (by default, <installation folder>\Noetix Corporation\NoetixViews\Installs\<NOETIX SYS TNS>).

The Noetix Help File is available in three formats. For information about determining which help formats will be most beneficial for your enterprise, see Generate Using NoetixViews Administrator.

To generate Noetix Help File

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

On the Tools menu, click Generate Online Help and click the help format you want to generate. To generate all available formats at once, click Help Generation Wizard.

NoetixViews Administrator will perform the processes necessary to generate the Noetix Help File in the specified format.

The Query Tool Help, if generated, will automatically be available to those with the applicable tools.

Additional steps are needed to allow users to access the Microsoft WinHelp and HTML formats, if generated. The following instructions explain how to locate these help files and publish them to users.

Microsoft WinHelp Format

After the Noetix Help File is generated in the Microsoft WinHelp format, the noetix.hlp file is located in <BASE INSTALL DIR>\<ACCOUNT TNS>\MsHelp, where <BASE INSTALL DIR> is the location where you installed NoetixViews Administrator and <ACCOUNT TNS> is the folder created in the name of the Noetix System Administration User (usually NOETIX SYS) + + the TNS Name of the database instance on which the user resides. For example: <installation folder>\Noetix Corporation\NoetixViews\Installs\NOETIX SYS dev.seattle\MsHelp

The noetix.hlp file should be moved to a shared server drive, and a shortcut to the file must be created on the desktop of each Noetix query user’s computer.

HTML Help Format

After the Noetix Help File is generated in the HTML Help format, the HTML files are located in <BASE INSTALL DIR>\<ACCOUNT TNS>\htmlhelp\help, where <BASE INSTALL DIR> is the location where you installed NoetixViews Administrator and <ACCOUNT TNS> is the name of the Noetix System Administration User (usually NOETIX SYS) + + the TNS Name of the database instance on which the user resides. For example, <installation folder>\Noetix Corporation\NoetixViews\Installs\NOETIX SYS dev.seattle\htmlhelp

Point your browser to noetix.htm within this directory to view the HTML Help. These HTML files will need to be published on a web server and users must be notified of this location.

Query Tool Help Format

After the Noetix Help File is generated in the Query Tool Help format, the following views are generated in the schema:

Help Noetix Views: For a description of each view

Help Noetix Columns: For a description of all the columns in a view

You can retrieve help information for the Noetix views with your query tool. This help format can be obtained in two ways. The first uses a built-in feature of the query tool while the other method involves querying a help view. This process works well especially with query tools that allow you to see two queries at a time.
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