Setting Up Oracle E

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Setting Up Oracle E-Business Suite (EBS): Basics

Oracle E-Business Suite (EBS) is a comprehensive suite of integrated business applications. Setting up
EBS requires careful planning and execution to align with organizational needs. Here's a step-by-step
guide to setting up Oracle EBS basics:

1. Planning and Pre-requisites

 Define Scope: Identify the modules (e.g., Financials, HRMS, SCM) you need to implement.

 Hardware and Infrastructure:

o Ensure adequate hardware resources (CPU, RAM, Disk Space).

o Set up database and application servers.

 Software Requirements:

o Oracle Database version compatible with EBS.

o Oracle Application Server.

 Gather Business Requirements: Document key processes, reporting needs, and compliance
requirements.

2. Installation

 Install the Oracle Database:

o Use the Oracle Universal Installer (OUI) to install the database.

o Configure the listener and database instance.

 Install EBS Applications:

o Run the Rapid Install wizard provided by Oracle.

o Select installation type (Fresh Install, Vision Demo, etc.).

o Configure the system components such as concurrent managers and forms.

3. Initial System Configuration

 Define Business Group:

o Navigate to HRMS module.

o Set up your organization structure and legal entities.

 Set Profile Options:

o Use System Administrator responsibility to configure profile options like:

 MO: Operating Unit


 HR: Business Group

 Set Key Flexfields:

o Define structure for flexfields like Chart of Accounts (GL), Item Categories
(Inventory), etc.

o Navigate to Setup > Flexfields > Key Flexfields.

 Define Responsibilities and Users:

o Create user accounts and assign responsibilities.

o Link responsibilities to specific modules or organizations.

4. Functional Setup by Module

 General Ledger (GL):

o Define Chart of Accounts.

o Set up calendars and accounting periods.

o Configure ledgers and journal sources.

 Accounts Payable (AP):

o Define suppliers and payment terms.

o Configure invoice and payment methods.

 Accounts Receivable (AR):

o Set up customer profiles.

o Define receipt methods and aging buckets.

 HRMS:

o Define positions, jobs, and grades.

o Set up payroll and leave policies.

5. Testing and Validation

 Data Migration:

o Use tools like Data Loader or Oracle APIs to import master data (customers,
suppliers, items).

 System Testing:

o Perform functional testing for each module.

o Validate workflows, tax calculations, and reporting.


 User Acceptance Testing (UAT):

o Conduct end-user training.

o Ensure business processes align with EBS configurations.

6. Post-Implementation Steps

 System Monitoring:

o Configure alerts and concurrent programs.

o Monitor system performance using Oracle Enterprise Manager (OEM).

 Security:

o Set up data security and user roles.

o Apply regular patches to maintain security.

 Backup and Recovery:

o Implement a backup strategy using RMAN.

o Test disaster recovery procedures.

This guide covers the foundational steps to set up Oracle EBS. For detailed module-specific
configurations, refer to Oracle's official documentation or seek help from Oracle-certified
consultants.

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