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ADI - Installing and First Use

Distribution

Director of Fixed Assets Accounting

FA Administrator

FA Plant Funds Manager

Related Procedures

None.

Ownership

The Director of Fixed Assets Accounting is responsible for ensuring that this document is necessary,
that it reflects actual practice, and that it supports University policy.

Installing

1. Run the ADI install file (setupadi.exe) from the CD and choose the installation for ADI
(Application Desktop Integrator Release 7.0).

2. Choose ALL options. Accept all defaults as install screens are presented.

3. As a minimum the product install should install the following:

• Oracle net8 Client 8.0.5.0.0


• Required Support Files 8.0.5.0.0
• SQL*Net Client 2.3.4.0.0
• SQL* Plus 8.0.5.0.0

4. Restart the PC.

5. Use Windows Explorer to find and delete the sqlnet.* files or rename them to '<filename>.old.'
In particular, the files in the following list must be deleted if present. The sqlnet.* files will prevent
ADI from starting if they are not deleted.

• c:\orant\net80\admin\sqlnet.ora
• c:\orant\network\admin\sqlnet.ora
• \tnsnames.ora in any folder.

Note: ADI installs a generic version of tnsnames.ora that will prevent connection to databases in the
UVA environment. This file will be replaced in the next step with a version configured for the UVA
implementation of the Integrated System.

Note: For Windows 9X PCs the ADI root folder is c:\orawin95 instead of c:\orant.

6. Copy the current UVA version of tnsnames.ora to the correct folders:

• c:\orant\net80\admin
• c:\orant\network\admin

The current version of tnsnames.ora can be found at this URL:


http://www.virginia.edu/isp/5archives/faqtechnical.htm#discoverer

• Look for the item: What is TNSNAMES.ORA and why is it needed?


• Open the item, find and right-click the link for the tnsnames.ora file, choose 'Save Target
As...', and save the file to the folders indicated at the start of step 6.

Note: Before you execute the save, check the exact name of the file you are saving. If it is
tnsnames.ora.txt delete or backspace over the .txt. Check this again after downloading the file. If it
retains the .txt extension it will prevent ADI from connecting to UVA databases.

Note: Duplicates or older versions of tnsnames.ora in the folders above or in any other folder under
orant or orawin95 (except \Sample) will prevent ADI from connecting to the desired databases.

Note: For Windows 9X PCs the ADI root folder is c:\orawin95 instead of c:\orant.

Starting ADI

7. Start ADI. You will see the following screen with animation during the application's startup.

8. When startup is complete you will see only the default ADI Toolbar shown in the following screen
shot.. It usually appears in the upper right quadrant of your monitor screen.

8. Signon (click first icon on the left; hand with pointing finger) and create the appropriate
database definition. Use your university computing ID as the user name and your IS password.
Defining a Database

9. If this is the first time you have used ADI you will need to define the database it connects to.

10. From the Signon screen click the 'Define Database' button (three cylinders); first icon on the
lower left of the screen.

11. In the Select Database screen click the 'Add' icon (cylinder with green plus sign) in the lower left
of the screen. Complete the Select Database screen as shown above. The table below shows
complete strings for the fields as they would be used to connect to the Production database:

FIELD DESCRIPTION
Current Create a name for the database using
Database only alpha characters (no numbers).
Description Create a short description.
GWYUID applsyspub/pub
FNDNAM apps
Connect String Isp11 or iprod
NCA Connection Leave blank.
Server ID Leave blank.
TRAINING INSTANCE DEFINITION: The preceding screen shot displays the ADI setup for the
Training Instance.

12. Click the green check mark in the upper right of the screen to save your changes. You will be
returned to the Signon screen.

13. Complete the Signon screen by entering your username and password; then, click the green
check mark. You will see the following animated screen during the process of connecting to the IS
databases and starting the Request Center.

When connection is completed you will see an ADI Toolbar like the one in the following screen shot.
You may not see the LOV icon (third from right) or the Upload icon (second from right). They have
been added to customize the toolbar for user preference (see ADI - Customizing ADI [NAV3528U]
for instructions on customizing the toolbar).

14. The appearance of the toolbar indicates the application is operating correctly. If you are only
installing the application you may Exit ADI now (click the red X icon) and close Request Center (icon
appears in the Windows taskbar).
First Use of ADI

15. If you are proceeding with first time use of ADI, click the 'Assets' icon (fourth from left; red car,
CD, and building) and select 'Create Assets' from the menu.

16. Select 'UVA FA BOOK' as the Corporate Depreciation Book.

17. Leave the 'Select Layout' screen at the default. Later, you can use the pencil icon (Edit Layout)
to create a layout definition that will appear in the Select Layout drop down menu.

18. Click 'OK.' You will be taken to the default ADI template layout (preceding screen shot) for Fixed
Assets. The default layout presents typical fields used for adding assets to Fixed Assets tables. A list
of default template fields follows:

Field Description
Upl (Upload flag) Flags lines to be uploaded
Field Description
Asset Number
Building
Floor
Room
Location FlexField
City
State
Future
Ownership
Major Category
Asset Category FlexField
Minor Category
Future Category
Units
Cost
Description
Entity
Project
Fund Source
Expense Account FlexField
Object Code
Organization
Future
Entity
Project
Fund Source
Clearing Account Flexfield
Object Code
Organization
Future
Date Placed in
Service
Messages Displays errors in upload process

Using Another Template

19. To use the ADI cost transfer template(s) or any others you may have defined, go to the Excel
menu and click File ® Open. In the resulting browser window navigate to the folder containing the
desired cost transfer template and open it. You may have multiple templates open simultaneously.

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