Wizard – Configuration Checklist

Assumption / Prerequisite

The Database Administrator (DBA) has already installed the shared package M4APS_XML, the product package(s) and for Release 12 the servlet. See the DBA Checklist above.

Open the Workbook & view the More4Apps Toolbars

Open the wizard workbook (e.g. AP Invoice Wizard.xls), this will have been written into a directory when you ran the zip file (e.g. AP_Invoice_Wizard_8.2.1.zip).

Make sure that macros are enabled and you can see the More4Apps Toolbars.

In Excel 2003 the toolbars appear as follows:

IMG_0006

In Excel 2007 and Excel 2010 the toolbars can be found under the ‘Add-Ins’ tab.

 

IMG_0007If you have trouble accessing More4Apps Toolbars take a look at the information under Cannot Access Wizard Toolbars.

Check the List of Instances

Click on the ‘About this Program’ icon  IMG_0008 on the Setup Toolbar.
You should already have the Instance list set up, if not refer to the ‘Set up the List of Instances’ step in the Installation Instructions.

Run the Diagnostics / Verify your Setup

Click on the IMG_0009 icon to open the instance set up page.
The Verify your Setup page  details how you can click the diagnostic buttons to check connectivity for each instance.

Login – Check the License Key & Named Users

If you were able to verify your instance set up above, close the instance set up form and go back to the login page.  Pick an instance from the list and click on ‘Login’.  Enter your Oracle E-BS username and password. Click on Login.  Pick a responsibility from the list. Click Continue.

You should be on the About this Program page…  here is an example for the Asset Wizard..

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Detailed instructions for entering a license key and adding named users are available in the Installation Instructions.

Where to get help… “Free Installation Support”

If you need help with any installation questions, whether you are trialing a product or an existing client… please log a case via our online Helpdesk or our Request Product Support page.