System Administration Setup Tasks

Basic Setup Tasks for the Oracle E-Business Suite System Administrator

This section contains an overview of each task you need to complete before you can use Oracle E-Business Suite products.

Setup Checklist

After you log on to Oracle E-Business Suite as a system administrator, complete the following steps to set up your Oracle E-Business Suite instance:

Setup Steps

Create Accounts for Implementors to Complete Setting Up

Create individual Oracle E-Business Suite accounts for users who will be completing the implementation of your Oracle E-Business Suite. Assign these users the full access responsibilities for the products they will be implementing.

Note: Updates by the SYSADMIN user are treated as seed data when applying patches.

See: Overview of Oracle E-Business Suite Security, Oracle E-Business Suite Security Guide.

Create New Responsibilities (Optional)

A responsibility in Oracle E-Business Suite is a level of authority that determines how much of an application's functionality a user can use, what requests and concurrent programs the user can run, and which applications' data those requests and concurrent programs can access. Oracle E-Business Suite provides a set of predefined responsibilities that you can use. You can also define your own responsibilities if the ones provided do not meet your needs.

See: Overview of Oracle E-Business Suite Security, Oracle E-Business Suite Security Guide.

Create Additional Users

You should use the procedure outlined in Step 1 to create additional application users. When you define a new user, you assign one or more responsibilities and a password that the user changes after the initial logon. You can use the LOV in the Responsibility field to get a list of the standard responsibilities for each application you specify. You can assign multiple responsibilities to a user.

See: Overview of Oracle E-Business Suite Security, Oracle E-Business Suite Security Guide.

Set Up Oracle Applications Manager

Oracle Applications Manager (OAM) allows you to configure and maintain many components of the Oracle E-Business Suite system. For information on setting up OAM, see: Oracle Applications Manager Setup.

Set Up Your Printers

Read the Setting Up Your Printers page to learn how to set up your printers. You must define any printer types used at your site that are not shipped with Oracle E-Business Suite, then register each printer with its name as determined by your operating system.

For every custom printer type or specialized print style you define, use the Printer Drivers form to assign a printer driver to use with each print style used by a printer type.

If you need more information on how to find your printer operating system names, refer to the Printing section of Oracle E-Business Suite Installation Guide: Using Rapid Install.

For more information on setting up your printers, see: Printers and Printing.

Specify Your Site-Level and Application-Level Profile Options

Use the System Profile Values form (Profile > System) to set site-level and other profile options.

Optionally set your Site Name profile option to your site name.

Many profile options are set by AutoConfig, and their values can be reviewed in Oracle Applications Manager.

Define Your Concurrent Managers (Optional)

Concurrent Processing is a feature of Oracle E-Business Suite that lets you perform multiple tasks simultaneously. Oracle E-Business Suite Concurrent Processing lets you run long, data-dependent functions at the same time as your users perform online operations. Concurrent managers are components of concurrent processing that monitor and run your time-consuming tasks without tying up your computers.

Oracle E-Business Suite automatically installs one standard concurrent manager that can run every request. You may want to take advantage of the flexibility of concurrent managers to control throughput on your system.

You can define as many concurrent managers as you need. Keep in mind, however, that each concurrent manager consumes additional memory.

You can specialize each of your concurrent managers so that they run all requests, requests submitted by a particular user, requests submitted by a particular application, or other constraints, or any combination of these constraints.

If you are using Parallel Concurrent Processing in a cluster, massively parallel, or homogeneous networked environment, you should register your Nodes and then assign your concurrent managers to primary and secondary nodes. You can spread your concurrent managers, and therefore your concurrent processing, across all available nodes to fully utilize hardware resources.

Use the Define Concurrent Manager form to define new concurrent managers.

Define Request Sets (Optional)

A request set is a group of reports or programs which you submit with one request. To define and maintain request sets, use the Request Sets form.

Users can also define their own request sets.

Set Up AuditTrail (Optional)

If you want to keep track of the changes made to your data by application users, you should set up AuditTrail for the relevant tables.

Defining AuditTrail for your site involves defining Audit Groups, which are groups of tables and columns for which you intend to track changes. You then define Audit Installations to instruct AuditTrail which ORACLE IDs you want to audit. Finally, you run the Audit Trail Update Tables Report, which allows your AuditTrail definitions to take effect.

Define Globalization Options (Optional)

Optionally define settings for globalization (formerly internationalization) features. These include, but are not limited to, the following features.

Modify Language Prompts (Optional)

If you want to modify the field name displayed in the Translations window, you should change the Description value for the language you want to modify in the Languages window.

Modify Territory LOV Values (Optional)

If you want to modify the territory value displayed in LOVs, you should change the Description value for the territory you want to modify in the Territories window.

Specify Preferences for Oracle Workflow Notifications (Required)

The SYSADMIN user is the default recipient for some types of notifications in Oracle E-Business Suite, such as error notifications. You need to specify how you want to receive these notifications by defining the notification preference and e-mail address for the SYSADMIN user.

By default, the SYSADMIN user has a notification preference to receive e-mail notifications. To enable Oracle Workflow to send e-mail to this user, navigate to the Users window and assign SYSADMIN an e-mail address that is fully qualified with a valid domain. However, if you want to access notifications only through the Oracle Workflow Worklist Web page, then you should change the notification preference for SYSADMIN to "Do not send me mail" in the Preferences page. In this case you do not need to define an e-mail address.

Setup Tasks for Oracle Applications Manager

Introduction to Oracle Applications Manager

Oracle Applications Manager (OAM) allows administrators to manage Oracle E-Business Suite systems from an HTML console. Utilities available from OAM include Oracle Workflow Manager, Patch Wizard, and Concurrent Processing monitoring tools.

With Oracle Applications Manager, system administrators can view information on general system activity including the statuses of the database, concurrent managers and other services, concurrent requests, and Oracle Workflow processes. OAM provides a summary of configuration changes, infrastructure usage, performance, required maintenance activities, potential security issues, status of business flows, and diagnostic test results. In addition, they can manage downtime and patching. System administrators can also start or stop services, and submit concurrent requests.

Using Oracle Workflow Manager, administrators can control Workflow system services, such background engines, the Notification Mailer, agent listeners, queue propagation, and purging obsolete Workflow data.

OAM utilities are generally available from two main screens: the Applications Dashboard and Site Map. See: Applications Dashboard, Oracle E-Business Suite Maintenance Guide and The Site Map for more information on these.

Refer to the following documentation for additional information:

The Service Fulfillment Manager can optionally be installed. For more information, see: Oracle Service Fulfillment Manager Implementation Guide.

Function Security and Oracle Applications Manager

Oracle Applications Manager is accessed with the Oracle Application Object Library's function security model. It is included on the menus for the seeded System Administration and System Administrator responsibilities. In addition, you can create custom responsibilities and menus to control access to specific OAM features. These features can thus be directly available from the Oracle E-Business Suite Home Page.

The Site Map

The Site Map lists the features and applications available in the Oracle Applications Manager. Features are grouped into the following categories: Administration, Monitoring, Maintenance, and Diagnostics and Repair.

Site Map - Administration

System Configuration

These features provide detailed information on the configuration of your system. You can update many of your configuration settings from these links also.

Application Services

Use these links to see information on various types of application services.

Workflow

Use these links to navigate to the Oracle Workflow Manager.

Concurrent Request

Use these links to submit a new concurrent request or to view details on existing requests.

Service Fulfillment Manager

Use this link to access the Service Fulfillment Manager. Service Fulfillment Manager (SFM) provides a complete set of tools to automate step-by-step fulfillment activities and integrate business flows for any type of service across multi-vendor application systems.

Others

Site Map - Monitoring

The Monitoring section links you to features to help you monitor your Oracle E-Business Suite.

Availability

Use these links to navigate to pages on the availability of these components.

Performance

Use these links to see information regarding performance of these components.

Current Activity

Use these links to view activity information for their respective areas.

System Configuration

From the Overview link you can navigate to the Configuration Overview page. See: System Configuration Overview.

You can also access information on the database init.ora parameter settings, and the applications context configuration information, and site-level profile settings.

Usage

Use these reports to learn more about application usage and concurrent processing.

Custom Reporting Utilities

The SQL Extensions page enables you to run seeded and custom scripts.

Site Map - Maintenance

These features help you maintain your Oracle E-Business Suite installation.

Patches and Utilities

Critical Activities

Site Map - Diagnostics and Repair

Use these features in diagnostics and troubleshooting.

Diagnostics

The Diagnostics tab provides links to the following Oracle E-Business Suite Diagnostics pages in which you can run and manage tests and view reports:

For more information on Oracle E-Business Suite Diagnostics, see the Oracle Diagnostics Framework User's Guide.

In addition, the Debug Workbench enables you to centrally control and monitor the debugging of Oracle E-Business Suite components. Using the Debug Workbench, you can set up debug rules for system components and view the debug information that has been collected. For more information, see: Debug Workbench, Oracle E-Business Suite Maintenance Guide.

Troubleshooting Wizards

System Configuration Overview

This page contains configuration information for the Oracle E-Business Suite system's configuration.

Overview

This page provides information on the following:

Database

The Database section lists the database instances for the system, with this information:

Click on NLS Parameters to see a list of these parameters and their values. Click on Initialization Parameters to see a listing of these parameters.

Concurrent Processing

This section lists general information related to concurrent processing for this Oracle E-Business Suite system and its concurrent processing settings.

A list of concurrent processing servers with their host names and platforms is shown. Also, the following site-level values for the Internal Concurrent Manager (ICM) are shown:

Click on ICM Environment to see the environment variables and their values.

Forms

This section shows the ICX: Forms Launcher profile option setting, which should be set to the base URL for launching Oracle E-Business Suite forms.

A List of Forms Servers is also shown, with the Host Name, Port, and Log File location for each Oracle Forms server.

Web

This section shows the following profile option settings:

A list of Web Servers is also shown, with the Host Name, Port, and Log File location for each web server.

Other

This section shows the following profile option settings:

Oracle Applications Manager and Oracle Enterprise Manager 11g Fusion Middleware Control

You can use links from the Oracle Applications Manager Site Map Monitoring tab to access the Oracle Enterprise Manager 11g Fusion Middleware Control console and the Oracle WebLogic Server 11g Administration Console.

In addition, from the Oracle Enterprise Manager 11g Fusion Middleware Control console, you can launch some of the functions of Oracle Applications Manager, including:

These functions are linked from the E-Business Suite > Management target from the Home page. For more information on these features, see the Oracle E-Business Suite Maintenance Guide.

For more information on Oracle Enterprise Manager, see: Oracle Enterprise Manager Getting Started with Oracle Fusion Middleware Management 11g Release 1 (11.1.0.1) and related documentation.

Setup Tasks

Oracle Applications Manager (OAM) allows you to customize how certain components are monitored and how metrics are collected.

Navigation: Setup (global icon)

The Dashboard Setup page displays a summary of data collection for metrics and services. For each metric, you can see whether collection is enabled and whether you have alerting enabled for the metric. If alerting is enabled, you see the condition which must be met for an alert to be raised. To update the setup for the data collection, use the Dashboard Setup Wizard.

My Oracle Support Credentials

You maintain your My Oracle Support username, password, and e-mail address from the My Oracle Support Credentials page. These credentials will be used when querying My Oracle Support through Knowledge Base links. Also, you should ensure that the following profile options are set appropriately for your proxy server:

Business Flows Setup

Enable or disable monitoring of business flows.

Click the Metrics Refresh link to schedule requests for the OAM: KBF Metrics Rollup Program to update the setup status of your business flows

Knowledge Base

The Knowledge Base provides a catalog of useful documents relevant to managing your system.

Concurrent Requests

From this page you can enable alerting for concurrent requests that have been running or pending for a long time. You can specify the thresholds for which request must reach before alerts are raised.

Specifically, you can enable the system to do the following:

Signon Audit Setup

From this page, select the Enable Auditing button to set the Sign-On: Audit Level profile option to 'FORM', which enables Forms monitoring. Selecting the Disable Auditing button sets this profile option to 'NONE'.

Use the Enable Alerting/Disable Alerting buttons to control whether an alert should be raised if the Sign-On: Audit Level profile option is set at a value other than 'FORM'.

Dashboard Setup Wizard

Select the Update button to configure how data for the following are collected.

Metrics

Specify how you want metrics to be collected for the following:

Services

Specify which services you want to monitor. For a given service, you can specify if you want to collect data for it and whether you want to be alerted if the service is in a specified status.