Manage Access to Data Based on Service Request Types
NoetixViews for Oracle Depot Repair, Oracle Field Service, and Oracle TeleService provide configurable access to data in Depot Repair, Field Service, and TeleService. The About Access to Service Request Type Data topic in this section discusses about the support for data security based on service request types in NoetixViews, and the Define Security Based on Service Request Types topic discusses about how to customize security settings for the Noetix query users based on the service request types.
About Access to Service Request Type Data
In NoetixViews, Noetix query users can access data from the Noetix views for Depot Repair, Field Service, and TeleService based on the roles and row-level security assigned to them. For the data in the views of these modules, row-level security is determined based on the application-specific security settings assigned to the Noetix query users in Oracle E-Business Suite. For the data in the views of these modules, application-specific security is available based on the service request types assigned to the Noetix query users in Oracle E-Business Suite. However, NoetixViews provides a functionality to override the application-specific security of the Noetix query users by customizing their access to service request types.
Define Security Based on Service Request Types
In Noetix Views Administrator (NoetixViews Administrator), use the Service Request tab to control access to data in Noetix views for Depot Repair, Field Service, and 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).
IMPORTANT: 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.
In Oracle Discoverer and Noetix WebQuery, user authentication based on the roles and row-level security settings similar to Oracle E-Business Suite is supported. For information, see About Data Security in NoetixViews.
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 Applying Row-level Security to BI Tool Users.
To control access to data in Noetix views based on service request types
On the Noetix Query User Maintenance tab of the Security Manager dialog box, select the user for whom you want to customize access to data. For information about creating or modifying a user account, see Create a Noetix Query User Account or Modify a Noetix Query User Account. Click Edit. The <Noetix query user> Properties dialog box appears. If you are creating the Noetix query users for the first time, skip this step, and go to step 2.
Click the Service Request tab.
In the Application list, click an application name. The 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 defined for 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 that the user has access to are displayed in the Service Requests list. When this option is selected, the data on the list cannot be modified. Go to step 6 to save the changes.
NOTE: 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 5.
All: Click this option to grant access to all the service request types available in the selected Oracle application. The service request types are displayed in the Service Requests list. When this option is selected, the data on the list cannot be modified. Go to step 6 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 Refresh
Security for Noetix Query Users.
NOTE: When you click the Refresh Security button, a message is displayed stating that the process of refreshing the security may take some time.
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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. If you do not select this check box, you can see all the service request types that are available 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.
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.
NOTE: 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. 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.
Select the check boxes corresponding to the service request types that you want to assign to the Noetix query user. To select all the service request types, click Select All.
Click OK. You will return to the Service Request tab with the selected service request types displayed in the Service Requests list.
NOTE: 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. Select the line between columns in the header, and drag it to the required position.
To remove a service request type from the Service Requests list, select the service request, and click Remove. To remove multiple service request types, press CTRL, and click the service request types.