4 Setting Up Data

Purpose: Follow the steps below to set up user data required for Order Administration installation and configuration.

What is required? At a minimum, you must:

• Create one or more administrative users by assigning them to the OMCS_Admin group in OCI IAM.

• Create user records for all personnel who will use the system and assign company authority; see User Configuration and Working with User Records (WUSR).

• Creating additional companies; see Working with Companies (WCMP) for information on creating a new company by copying the delivered company 51.

• Define the system control values necessary to the running of your company. See the System Control Values and Number Assignments section of the online help.

What is optional?

• Creating user classes; see Setting Up User Classes (WUCL).

• Assigning menu option, secured feature, and user defined authority to individual users and/or user classes. See:

  • Work with Menu Option Authority Screen and Work With User Class Menu Option Authority Screen; also, see Setting up Menu Options (WOPT) and Customizing Menus (WMNU).

  • Work with Secure Feature Authority Screen and Work With User Class Feature Authority Screen, also, see Setting Up Secured Features.

Other setup steps and options: See the following for more information on setting up data:

• Order Administration Implementation Guide, for more information on the configuration required before you begin using the Order Administration.

• Order Administration online help for in-depth discussion of all screens and processing, including the contents and format of each inbound and outbound XML message and upload file.