Installing Change Assistant

You download Change Assistant from the Update Center.

When the installation is finished, a Preference wizard opens, prompting you for preferences for setting up Change Assistant. If you already have Change Assistant installed, or if the Preference wizard does not appear when installing Change Assistant, you can launch Change Assistant from your desktop. You can change or set up your preferences by selecting Preferences from the Edit menu.

The Preference wizard provides an option for you to choose whether the Preference wizard always appears upon startup of the tool. If you choose to have the Preference wizard always appear, you are prompted for your Update Center password each time you launch Change Assistant.

To install Change Assistant:

1. Within Update Center, select Electronic Software Updates from the News and Links pane on the left.

2. Click the Download the Change Assistant Application link on the Update Center, Electronic Software Updates web page.

   The JD Edwards EnterpriseOne and World Change Assistant page opens providing information about Change Assistant features.

3. Click the "here" link in Step 2, under Installing Change Assistant.

   After Change Assistant installs, the Preference wizard opens prompting you for preference information.

4. For Update Center Authentication, enter your Update Center access information in these fields:

   Field	Description
   User ID	Enter your Update Center user ID.
   Password	Enter your password.
   User Name	Enter a user name.
   Email	Enter your email address.
   Phone	Enter your phone number.

5. If you want to disable the Update Center connection, select the Disable Update Center connection check box.

   Caution: If you select this check box, you will not be able to search for and download ESUs.

6. If you want to be prompted for your password each time Change Assistant starts, select the Always Prompt at Startup? option.

   This option is on all pages of the Preference wizard. If you change your selection on a future page, the change is reflected on all pages.

7. Click Next to open the next page of the Preference wizard, which prompts you for connection information.

8. The system provides default values for these Update Center Connection fields:

   • Timeout

   • Number of Retries

   Oracle recommends that you use the default values.

9. If you access the Update Center through a proxy server that requires authentication, enter this information:

   • User ID

   • Password

   • Domain

10. Click Next to open the next page of the Preference wizard, which prompts you for a directory location for downloads.

11. Enter the path to the directory where you want to store downloaded updates.

    For example, C:\Change Assistant\Downloads.

    This is the root folder for packages that are downloaded from the Update Center. Typically, this is a folder that is shared by all your Update Center users to avoid downloading the same packages multiple times. Packages can be organized into additional folders under this parent folder.

12. Select the Include Dependencies option to automatically include dependent packages in download and deployment requests.

13. Select Show News and Links at Startup to automatically display this information each time you launch Change Assistant.

    If you select this option, the Show News and Links page appears each time you launch Change Assistant. If you do not select this option, Change Assistant opens with the tree structure. The News and Links page enables you to view content that is downloaded from the Update Center, such as breaking news, planner information, or JD Edwards EnterpriseOne Certifications (MTRs) information.

14. Click Next to open the next page of the Preference wizard, which prompts you for Logging information.

15. Enter the directory for the activity Log files.

    For example, C:\Change Assistant\Logs.

    Deployment activity for downloads is kept in the log file directory. This includes information about download times and deployment times. This location is also used to hold information that is captured during the deployment of downloaded packages. You create the download log by searching your local downloads or by retrieving download audit information from the Update Center.

16. Select the Create Download Log from current downloads option if you want the system to automatically generate logs based on downloads in the download folder.

17. Select the Create Download Log from download audit history option if you want to create logs based on the Update Center audit history.

18. (Release 9.2.6) Click Next to open the next page of the Preference wizard, which provides AIS Connection information.

19. For AIS authorization, you can select the authorization you prefer. You can select the User and Password authorization type or the Basic authorization type. Enter your authorization information in these fields:

    Field	Description
    User ID	Enter a user ID.
    Password	Enter your password.
    Environment	Enter the enivironment required by the AIS Server. Leave the field blank if the information is not required.
    Role	Enter the user role required by the AIS Server. Leave the field blank if the information is not required.
    URL	Enter the URL to the AIS Server.

    You can use the AIS connection to enable the Analyze Packages option to get a personalized comprehensive analysis of the selected packages that use EnterpriseOne data. The summary analysis report connects to the AIS Server and the analysis information is included in the reports generated. You can use this information to evaluate the changes that can occur based on the objects. You can also verify if the objects have been previously deployed.

    See also: For more information on authorization types see, Understanding AIS Authentication in the JD Edwards EnterpriseOne Tools Application Interface Services Server Reference Guide.

20. Click Next to open the next page of the Preference wizard, which provides licensing information.

21. Select the Always Accept option to hide the license agreement during the download process.

22. Click Finish.

    Change Assistant is now installed on your system with a shortcut available on your desktop.