Introduction to NoetixViews Workbench
Introduction to NoetixViews Workbench The NoetixViews Workbench is a web-based application that helps you to manage existing customizations in views, modify views, create custom views, and distribute the customizations across different environments in a NoetixViews instance. You can use the NoetixViews Workbench to integrate custom views created outside the NoetixViews framework into the Noetix...
Features of NoetixViews Workbench
NoetixViews
Workbench FeaturesThe NoetixViews Workbench application
allows you to customize the NoetixViews content to suit your reporting
requirements. The graphical user interface of the application helps to
optimize the customization process
and reduce the time needed to perform theSome of the main features supported
by the NoetixViews Workbench are listed
as follows:Add custom...
NoetixViews Workbench Workflow
NoetixViews Workbench WorkflowThe following diagram illustrates the workflow of the NoetixViews
Workbench:The sequence of the steps for
the NoetixViews Workbench workflow is
explained as follows:Run
Stage 4 of the view generation process to make sure that all the existing
customizations corresponding
to the NoetixViews schema are updated and saved in the template tables.Register ...
Working with Environments
Working with EnvironmentsAn environment represents a NoetixViews schema repository. The environment
keeps track of the customizations performed on the NoetixViews schema.
The Noetix Views Workbench (NoetixViews Workbench) uses the environment
to validate a NoetixViews schema schema and to manage the customizations
corresponding to the views in the NoetixViews schema. Therefore, to perfo...
Selecting an Environment
Selecting an EnvironmentAs a prerequisite to work with the NoetixViews Workbench, an environment
needs to be registered for a NoetixViews schema in the Noetix Enterprise
Manager. Then, you need to select the environment in the NoetixViews Workbench.IMPORTANT: If you want to select another
environment while working with one environment, select the new environment
from only the home page ...
Introduction to Managing Legacy Customizations
About Legacy CustomizationsLegacy customizations are the existing customizations that you have
created in the NoetixViews schema without using the NoetixViews
Workbench (NoetixViews Workbench). You can capture or remove such legacy
customizations pertaining to your NoetixViews schema through the NoetixViews
Workbench.About Capture ProcessAbout Legacy Packages
About Capture Process
About Capture ProcessWhen you capture the legacy customizations of your NoetixViews schema,
the NoetixViews Workbench compares the .zip file created for the NoetixViews
schema installation folder against the scripts.cab
file. During the capture process, a legacy package that will be created
will be used by the NoetixViews Workbench to manage your legacy customizations.The existing wnoet...
About Legacy Package
About Legacy PackagesDuring the capture process, a legacy package will be created automatically
and used by the NoetixViews Workbench to manage the legacy customizations.
The scripts corresponding to the legacy customizations are captured and
added to the legacy package. By default, the legacy package is named as
" Legacy Package".NOTE: If you do not want to capture
the legacy customi...
Managing Legacy Package
Managing Legacy PackagesIf you have customization scripts
that are not supported or captured by the NoetixViews Workbench
(NoetixViews Workbench) and want to retain them, you need to add them
to the legacy package. Then, you need to update the wnoetxu2 legacy.sql
or wnoetxu5 legacy.sql script to add references to the legacy scripts
so that they are invoked and run during Stage 4. You ...
Capturing or Removing Legacy Customizations
Capturing Legacy CustomizationsTo manage legacy customizations through the NoetixViews Workbench, you
must make sure that they are compatible with your version of NoetixViews.
Before managing any new customizations, you need to perform the following
tasks:Run Stage 4 to apply any pending customizations that need to be
applied to the NoetixViews schema.Capture the legacy customizations....
Removing Legacy Customizations
Removing Legacy CustomizationsThe NoetixViews Workbench allows you to remove all the captured legacy
customization scripts from the legacy
package if you do not want to use them.To remove legacy customizationsSelect
an environment corresponding to a NoetixViews schema and validate
the schema credentials. For information, see Selecting
an Environment in "Working with Environments."O...
Introduction to Upgrading Customizations
Introduction to Upgrading CustomizationsThe Upgrade My Customizations wizard available in the Noetix Views
Workbench (NoetixViews Workbench) allows you to upgrade the Noetix Views (NoetixViews) version of the customizations. If the NoetixViews
Workbench detects that there are customizations in your environment that
are not compatible with the NoetixViews version of the environment, you
...
About Reference Schemas
About Reference SchemasThe Upgrade My Customizations wizard will require the out-of-the-box
schemas known as reference schemas for upgrading your NoetixViews Workbench
customizations. The reference schemas will be required for the NoetixViews
versions pertaining to the source and target environments from and to
which the customizations need to be upgraded. These schemas are created
fo...
How to Upgrade NoetixViews Workbench Customizations
How
to Upgrade NoetixViews Workbench CustomizationsAfter customizations are imported from one environment into another
with a later NoetixViews version or the NoetixViews version of the underlying
NoetixViews schema is upgraded, some customizations may not be compatible
with the underlying NoetixViews schema of the target environment. In such
cases, you will not be able to work with N...
Introduction to Adding a View
Add a ViewThe Add View wizard in the Noetix Views Workbench (NoetixViews
Workbench) allows you to add a custom view. By using this wizard, you
can add simple, list of values (LoV), and base views. There are two methods
in which you can add a custom view in the NoetixViews Workbench. The first
method allows you to create a custom view in the NoetixViews Workbench
based on an existing v...
Stage 1: Check Code Compliance
Stage 1: Check Code ComplianceIn Stage 1 of the Add View wizard, you can select a source view or view
code and check the code compliance of the view before it is being added
to the NoetixViews Workbench. As part of Stage 1, the view or the SQL
statement will be verified for its technical correctness, the Noetix SQL
code standards, and the SQL code specifications for Noetix metadata. An ...
Stage 2: Configure View Properties
Stage 2: Configure View PropertiesIn Stage 2 of the Add View wizard, you can specify description, view
essay, keywords, security codes, and role labels for the view that is
being added. In this stage of the wizard, you can also specify if you
want to add search-by (A$) columns to the view.IMPORTANT: This stage consists of many pages.
After you make changes in one page, if you do not pro...
Stage 3: Configure Column Properties
Stage 3: Configure Column PropertiesIn Stage 3 of the Add View wizard, you can add Noetix columns to the
view that is being added. Noetix columns consist of key flexfield, descriptive
flexfield, and lookup type columns. Additionally, you can also modify
the properties of the columns in the view that is being added. For information
about Noetix columns and how they are generated in Noeti...
Stage 4: Publish Views
Stage 4: Publish ViewsIn Stage 4 of the Add View wizard, you can add the generated view to
a package. If you do not want to add the view to a package now, click
Return to the NoetixViews Workbench home
page to return to the NoetixViews Workbench home page.To add the new view to a packageOn the Add
View » Next Steps page, click Add
this view to a package. The Add
to package dialog...
Introduction to Modifying a View
Introduction to Modifying a ViewYou can use the Noetix Views Workbench (NoetixViews Workbench)
to modify a view and perform various tasks on the view.IMPORTANT: The following points need to
be considered when modifying a view:If you try to modify an object that
is presently being edited by another user, the NoetixViews Workbench
will display a message that the object has been locked, ...
Modify View Properties
Modify View PropertiesIn the NoetixViews Workbench, you can modify the properties of a view.
You can also add, modify, and remove joins for a view.About
Security CodesYou can use security codes to define the application-specific security
for views corresponding to an Oracle E-Business Suite module that supports
application-specific security. In Noetix Views (NoetixViews),
the applicat...
Create Copies of Views
Create Copies of ViewsThe feature to copy a view provided in the NoetixViews Workbench can
be used to create a custom view based on a source view. This feature is
helpful when additional customizations need to be performed on a view
by retaining the customizations of the source view.IMPORTANT: Rowid column-based master keys
will not be generated in the copied views if the master keys in...
Select a View
Select a ViewBefore you customize a view, you need to identify and select the view
in the NoetixViews Workbench.To select a viewOn
the NoetixViews Workbench home page, click Modify
a View. The Modify View
page appears.In
the Filter by application
list, select the Oracle E-Business Suite module for the view. By default,
the value "All"is selected so that all the views
avai...
Manage Queries
Manage QueriesIn
the Noetix Views Workbench (NoetixViews Workbench),
you can clone, modify, suppress, or delete a query. You can delete custom
queries but not Noetix-defined queries.You can manage queries by using
the Modify
View »
<view label> » Copy, modify
& suppress queries page
of the NoetixViews Workbench. The page lists the queries available in
the view with the followi...
Create Copies of Queries
Create Copies of QueriesYou can use the clone option to create a custom query based on a Noetix-defined
or custom query. Use this option when you want to perform additional customizations
on a query without modifying the source query customizations.NOTE: A view can contain a maximum of 20 queries. You cannot
clone a query if the view already contains 20 queries.To copy a queryIn
the No...
Modify Queries
Modify QueriesYou can modify the query details except the query position and group
by information.To
modify a queryIn
the NoetixViews Workbench, select a view that you want to modify.
For more information, see Select a View.On the Modify View »
<view label> page, under View, select Copy,
modify & suppress queries, and then select Next. The
Modify View » <view label>» Copy, mo...
Suppress Queries
Suppress, Restore QueriesYou can suppress or restore the Noetix-defined or custom queries.Note: You can suppress a query only if the view contains
more than one query.To suppress, restore a queryIn
the NoetixViews Workbench, select a view that you want to modify.
For more information, see Select a View.On the Modify View »
<view label> page, under View, select Copy,
modify & suppr...
Delete Queries
Delete QueriesYou can delete a custom query but not the Noetix-defined queries.To delete a custom queryIn
the NoetixViews Workbench, select a view that you want to modify.
For more information, see Select a View.On the Modify View »
<view label> page, under View, select Copy,
modify & suppress queries, and then select Next. The
Modify View » <view label>» Copy, modify &
suppre...
Introduction to Managing Columns
Manage View ColumnsIn the Noetix Views Workbench (NoetixViews
Workbench), you can add, modify, or suppress the Noetix-defined or custom
columns in your views. You can delete the custom columns but not Noetix-defined
columns. The following types of columns can be customized through NoetixViews
Workbench:Simple columnConstant columnExpression columnKey flexfield columnDescriptive flexfiel...
Introduction to Adding Columns
Add ColumnsThe following topics explain the procedures for adding columns to a
view through the Noetix Views Workbench (NoetixViews Workbench):Add
Simple Columns, Constant, or Expression Type ColumnsAdd
Key Flexfield ColumnsAdd
Descriptive Flexfield ColumnsAdd Lookup Columns