Implementation and Setup for Upgrade Users

This chapter covers the following topics:


This chapter provides implementation and setup information for users who have an earlier version of Oracle Install Base and are upgrading to this version. Because you are an upgrade user, the application automatically updates much of your current setup. Therefore you are required to consider only a subset of the setup steps required for a new user.

Product Dependencies and Requirements

The following modules must be installed and set up for Install Base to work. Refer to the appropriate guides to install and set up these modules:

Setup Checklist for Upgrade Users

The following table provides a checklist of setup steps for upgrade users of Oracle Install Base. The entries for section reference in the table direct you to Implementation and Setup for New Users for detailed step descriptions.

Step Number Title Required or Optional Seeded? Extensible? Section Reference
1. Set Up Inventory Serial Control at the Master Level Required NA NA Section 2.3.2
2. Set Up Oracle Install Base Items in the Item Master Required NA NA Section 2.3.3
3. Set Up Vendors Optional N N Section 2.3.5
4. Set Up Employees Optional N N Section 2.3.6
5. Verify the Setup of the Oracle Service Fulfillment Manager Event Queue Required N N Section 2.3.9
6. Set Up the Action Menu in Oracle Order Management Required N N Section 2.3.10
7. Set Up the Order Management Workflow for Non-Shippable Items Required N N Section 2.3.11
8. Run the License Manager Program Required N N Section 2.4.1
9. Verify the Setup of Four Profile Options for Oracle Asset Tracking Required N N Section 2.4.2
10. Verify Location IDs in HZ_LOCATIONS Required Y N Section 2.4.3
11. Verify Codes for Asset Update Statuses Optional Y N Section 2.4.4
12. Set Up Codes for Party-Account and Party-Contact Relationship Types Required Y Y Section 2.5.2
13. Verify Codes for Instance Relationship Types Required Y N Section 2.5.3
14. Verify Extended Attribute-Level Codes Required Y N Section 2.5.4
15. Set Up Extended Attribute Pools Optional N Y Section 2.5.5
16. Set Up Extended Attribute Classifications Optional N Y Section 2.5.6
17. Set Up Extended Attributes Optional N Y Section 2.5.7
18. Verify Accounting Classification Codes Required Y N Section 2.5.8
19. Verify Codes for Instance Location Sources Required Y N Section 2.5.10
20. Verify Party Sources Required Y N Section 2.5.11
21. Set Up Codes for Instance-Operating Unit Relationship Types Required Y Y Section 2.5.12
22. Set Up the Transaction Subtypes LOV from Non-Service Processes Required Y N Section 2.5.25
23. Verify Transaction Error Source Types Required Y N Section 2.5.27
24. Verify Oracle Configurator Enabled Values Required Y N Section 2.5.16
25. Verify Instance Class Values Required Y N Section 2.5.17
26. Verify Values for the Resubmit Interface Process Required Y N Section 2.5.18
27 Verify Values for CSI: Propagate Systems Changes Required Y N Section 2.5.19
28. Set Up Regions for the Advanced Search Page Optional Y N Section 2.5.20
29. Set Up the Results of the Search Item Instances Page Optional Y N Section 2.5.21
30. Create Business Users Required N N Section 2.5.28
31. Create Agent Users Required N N Section 2.5.29
32. Schedule the Expire End Dated Instances Program Required N N Section 2.5.30
33. Schedule the Install Base Open Interface Program Required N N Section 2.5.31
34. Run the Initiate Mass Update Program Required N N Section 2.5.32
35. Schedule the Process Old Order Lines-Fulfillable Only Program Required N N Section 2.5.33
36. Schedule the Resubmit Interface Process Required N N Section 2.5.34
37. Schedule the Resubmit Waiting Transactions Program Required N N Section 2.5.35
38. Schedule the Install Base and Inventory Data Discrepancies Program Required N N Section 2.5.36

After upgrading, you must run the concurrent program: Program to initiate operational status update. The program requires no parameters. Run this program after logging in with the Oracle Install Base Admin responsibility.

This program will populate the Operational Status field with the appropriate values. These values are used for Oracle Asset Tracking. If you are not using Oracle Asset Tracking or if the instance is not an asset, the value populated will be 'Not Used'. See Oracle Asset Tracking Public Package, Oracle Asset Tracking API, Oracle Asset Tracking Implementation Guide for information regarding the status codes.