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Installing and Configuring the Wizard

Before you can begin using the Wizard to complete your product setup, you need to install Oracle Applications and complete a few setup steps. Some of these steps are optional but will improve your productivity.

Generally, each Wizard user needs access to the same environment that any other Oracle Applications user needs.

   To install and configure the Oracle Applications Implementation Wizard

Installation and Configuration

Beyond the basic Oracle Applications setup, these additional steps should be performed before you begin using the Wizard.

Define Help System Base URL Profile Option

Confirm that the Help System Base URL profile option is set to the topmost directory of the HTML help system. (When you choose "Get Documentation" from a notifications window, the Wizard uses this profile option/system variable to locate the "reference" documentation for each setup step.) Ordinarily, this option/variable is set automatically during installation.

Define implementation users and roles (optional)

When you install the Wizard, you get one preseeded user, named WIZARD (with password WIZARD), which is also defined as a role and can receive process notifications. To take advantage of the ability to assign different tasks to different users, you should define a new user for each person you want to receive notifications about task assignments. Each user will automatically become a role.

You also need to assign each user to one or more responsibilities. If you want a user to have access to all the setup windows for a particular product family, as well as access to the Wizard startup window and notifications window, you can use one of the pre-seeded responsibilities, as follows:

Each of these responsibilities is registered to the Oracle Applications Implementation Wizard.

If you use other responsibilities besides these Implementation responsibilities, ensure that those responsibilities allows access to the appropriate setup windows. Receiving a notification from the Wizard to complete a setup step does not necessarily confer any additional privileges to use a particular setup window.

You can complete an implementation using only the pre-seeded responsibilities, but only if you have only one set of books, operating unit, inventory organization, and business group. Otherwise, you need to create separate responsibilities for each organizational context so you can associate a different responsibility with each context. Note that using the menus associated with the pre-seeded Implementation responsibilities is an easy way to create new implementation responsibilities that have access to all the setup window.

You can define named users that correspond to specific people working on your implementation, or you can define users that correspond to roles like "Purchasing Manager."

Configure the Notifications window for easier reading (optional)

You can make it easier for your implementation users to read Wizard-related notifications by defining a folder optimized for the Wizard. Define a public folder named Wizard Notification, as follows:

Make this folder the default folder for your Notification Summary window, and mark it as Always Autoquery.

See Also

Testing a Wizard Installation

Updating Process Definitions during Implementation

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