1.

Set up Inventory attributes for IB trackable items

All items that need to be tracked in Oracle Install Base and Enterprise Install
Base are set up as Oracle Install Base trackable, whether they are tangible or n
on-tangible. An item can be either Oracle Install Base trackable or a service it
em such as a contract. It cannot be both.
For an item to be set up as trackable in Oracle Install Base, the Install Base T
racking checkbox must be selected on the Service tabbed page of the Item window.
A Serviceable Item from Service Contracts automatically defaults the Install Bas
e trackable flag.
2. Confirm the setup of Service Fulfillment Manager Event Queue
Oracle Install Base is dependent on the SFM Event Manager Queue Service in order
to get data from source applications.
The SFM Event Manager Queue Service should have been set up prior to setting up
Install Base. Proper operation of the queue service is essential for data to pas
s from E-Business Suite applications to Install Base. Monitor the status daily,
and check it when expected item instances do not appear in Install Base.
3. Set up Order Management menus and workflows
This menu setup is required so that Installation Details and Maintain Systems ar
e set up as part of the Action menu. Without this setup, for example, attempts t
o access the Transaction Details window produce an error message.
A workflow has to setup using the workflow builder. Once the workflow is defined
, assign it to different transaction types in OM
4. Set up installation parameters
Oracle Install Base keeps a set of customer-specific installation parameters def
ined in a table at setup time. You use the Installed Parameters window to provid
e them. After you define them and select Freeze, the fields cannot be updated.
5. Set up extended attributes for IB instances
To set up extended attributes, the name and code of the attribute have to be set
up in the pool of attributes. This is where users can define an attributes name,
code, and description to be used in the LOV when the extended attribute is set
up.
You can navigate to the Install Base Lookups window from the Oracle Installed Ba
se Admin responsibility:
Type: CSI Lookup
Lookup Type: CSI_EXTEND_ATTRIB_POOL
Access Level: Extensible
Values are not seeded for this code.
6. Set up instance statuses
Instance statuses are used to describe the current state of an item instance. Th
ey are user-extendible and are defined through a combination of check boxes.
7. Set up transaction subtypes and use in Transactions Details
Before any source transaction can be used in the LOV for a transaction subtype,
you must define the source transaction types. All integration sources and transa
ction types must be defined here before they can be used to update Oracle Instal
l Base. Values can be seeded or user-defined.
You can navigate to the Source Transaction Types window from the Oracle Installe
d Base Admin responsibility.
8. Handling errors and using the transaction error processing program
A transaction error occurs when a transaction from an application that integrate
s with Install Base is not properly processed.
Schedule the Resubmit Interface Process to process the transactions in the Error
processing table. This program can be set up to process selected lines or all l
ines in the table and can be run as needed or set up to run at a regular interva
ls.
9. Create business users
A Business user can view and perform limited updates to the equipment instances
that belong to the business and accounts with which this type of user is associa
ted.
Create business users as needed for Oracle Install Base. To do so, you must crea
te business users and assign them the predefined CSI_END_USER role and the respo
nsibility of an Oracle Install Base customer
10. Create agent users
Agent user is the user type for an enterprise's employees to support all the equ
ipment instances in the application, regardless of its ownership. This user type
has access to all the functionalities of the application.
Create agent users as needed for Oracle Install Base. To do so, you must create
internal users and assign them the predefined CSI_NORMAL_USER role and the respo
nsibility of an Oracle Install Base user.
11. Set up profile options and concurrent programs