Oracle Install Base User's Guide

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Preface

Oracle Install Base - General Information

Overview of Oracle Install Base

Definition of Oracle Install Base

Oracle Applications That Use Oracle Install Base

Examples of Transactions That Use Oracle Install Base

Managing Searches

Overview

Item Instance and System Search Overview

Performing Simple Searches

Performing Advanced Searches

Creating and Personalizing Views

Using Views

Managing Item Instances in Oracle Install Base

Overview

Searching for Item Instances

Creating Item Instances

Viewing and Updating Item Instance Details

Viewing Item Instance Details

Updating Item Instance Details

Item Instance Details Processing Overview

Item Instance Details Header - Processing Options

Item Instance Tabs - Processing Options

Other Item Instance Details Panel - Processing Options

Shortcuts Panel - Processing Options

Miscellaneous Item Instance Processing Options

Managing General Attributes

Managing Location Attributes

Managing Associations

Managing Configurations

Layout and Usage of the Configuration Tab

Oracle Install Base Configuration Support

Understanding Relationship Types

Adding Child Item Instances

Creating Child Item Instances

Managing Counters

Managing Notes

Managing Maintenance Attributes

Viewing Transactional History

Viewing Item Instance History

Viewing Item Instance and Asset Network Relationships

Managing Operating Units

Viewing Contracts

Managing Orders and Pricing Attributes

Viewing Service Requests

Viewing Repair Orders

Managing Work Orders and Work Requests

Splitting Quantities

Transferring Ownership

Creating a Service Request

Viewing Impacted Contracts

Copying Item Instances

Working with Systems

Overview

Managing Systems

Searching for Systems

Creating Systems

Viewing and Updating Systems

Viewing System Details

Updating System Details

Working with System Configurations

Viewing All or Active Item Instances in a System

Using the Transactions Tab

Overview

Searching Transactions

Using the Mass Update Facility

Introduction

About Mass Update Batch Types

Overview of the Mass Update Batch Creation Process

Overview of Mass Update Stage Operations

Mass Update Batch Statuses

Managing Mass Update Batches

Automatic Validation

Searching for Existing Mass Update Batches

Creating Mass Update Batches

Selecting Item Instances

Creating a New Batch

Adding Item Instances to a Batch

Entering New Values for Transfer Owner Batches

Entering New Value Fields

Entering New General Fields

Entering New Current and Install Location Fields

Entering New Bill To and Ship To Location Fields

Entering New Additional Attribute Fields

Entering New Values for Move Batches

Entering New Values for General Batches

Entering New Values for Terminate Batches

Updating Associations

Entering and Viewing Contract Options

Scheduling Mass Update Batches

Viewing Mass Update Batch Details

Updating Mass Update Batches

Removing Item Instances from Mass Update Batches

Viewing Output of a Failed Mass Update Batch

Deleting Mass Update Batches

Performing Oracle Install Base Related Tasks in Other Oracle Applications

Overview

Using the Order Management Transaction Details Window

Using the WIP Component Install Window

Using the Order Management Item Instance Query Window

Using the Open Interface Program

Overview of the Open Interface Program

Running the Open Interface Program

Guidelines for Loading Open Interface Tables

Considerations for Populating Open Interface Tables

Example of Creating Instances in Oracle Install Base Using the Open Interface Tables

Initial Setup

Load the Interface Tables

Run Installed Base Open Interface Program

Confirm Records Created Successfully

Purging Transaction History

Overview

Running the Concurrent Program

Counters

Overview of Counters

Introduction

About Counters

Use of Counters in Oracle Applications

Counters Terminology

Overview of Setting Up and Creating Counters

Counter Types

About Source and Target Counters

About Counter Properties

Overview of Setup and Usage of Counter Properties

Example of Setup and Usage of Counter Properties

About Estimation Methods

Setting Up Counters

Introduction

Setup Checklist

Prerequisites

Setup Steps in Oracle Install Base

Defining Counter Property Value Types and Values

Defining Adjustment Reading Types Lookups

Managing Estimation Methods

Searching for Estimation Methods

Creating and Updating Estimation Methods

Counters Setup Overview

Contract Item Counter Setup Overview

Trackable Item Counter Setup Overview

Managing Counter Groups

Searching for Counter Groups

Creating Counter Groups

Viewing Counter Groups

Updating Counter Groups

Managing Counter Templates

Searching for Counter Templates

Creating Counters

Creating Standard Regular Counters (Templates and Instances)

Associating Objects to Counters (Templates and Instances)

Creating Time-Based Regular Counters (Templates and Instances)

Creating Formula Counters (Templates and Instances)

Entering Formula Details

Entering Formula Details Example

Creating Average Counters (Templates and Instances)

Creating Count and Sum Counters (Templates and Instances)

Viewing and Updating Counter Templates

Managing Counter Instances in Oracle Install Base

Introduction

Overview of Counter Instances

Managing Counter Instances

Searching for Counter Instances

Creating Counter Instances

Viewing and Updating Counter Instances

Managing Readings for Counter Instances

Entering Counter Readings in Oracle Install Base

Entering Counter Readings (Detailed Steps)

Viewing and Entering Additional Counter Reading Data

Entering Counter Readings from Other Oracle Applications

Viewing Target Counter Instances

Viewing Reading History for Counter Instances

Performing Mass Readings

Viewing Reading Locks on Counter Instances

Managing Daily Usage for Counter Instances

Administering Counters

Introduction

Setting the Time Based Counters Engine

Setting Profile Options

Using the Counter Readings Open Interface

Oracle Transactions Interfacing with Oracle Install Base

Transaction List

The Open Interface Tables

Oracle Install Base Open Interface Tables

Main Columns of the CSI_INTERFACE_SOURCES Table

Main Columns of the CSI_INSTANCE_INTERFACE Table

Main Columns of the CSI_I_PARTY_INTERFACE Table

Main Columns of the CSI_II_RELATION_INTERFACE Table

Main Columns of the CSI_IEA_VALUE_INTERFACE Table

Main Columns of the CSI_ASSET_INTERFACE Table

Main Columns of the CSI_CTR_READINGS_INTERFACE Table

Main Columns of the CSI_CTR_READ_PROP_INTERFACE Table

Index

Oracle Install Base User's Guide

Contents

Oracle Install Base - General Information

Counters