Installation Checklist

Loader installation requires both DBA and Users to perform specific steps.

Ensure the appropriate people follow the checklists below and the steps/actions associated via the installation guide.

DBA Steps

Action	Documentation	Notes/Comments
Servlet Installed	More information	For r12 only, not 11i. For R12, this can be skipped if there is already another More4apps product installed, unless stated to re-install.
Shared Package Installed	More information
Loader Package Installed	More information	Required when.plbs, .plbb, .pks or .pkb files are there under DBA Files directory of the loader zip file.
Loader Extension Package Installed	More information	Not all loaders support extension packages. The extension package file name ends with “_EXT” and the file has “.plbb, .plbs, .pkb or .pks” file extension. If the loader zip does not contain these files in the DBA Files directory this step can be skipped.

User Steps

Action	Documentation	Notes/Comments
Instances Added to Application Interface Wizard	More information
Loader Template Imported	More information	Templates are the “.xml” files in the loader zip file.
Custom/Additional Download Query Imported	More information	Additional Custom Query files are prefixed with “DOWNLOAD_” in the loader zip file.
Licence Key Entered	More information
Named Users (Loader User) Added	More information
Responsibilities Assigned To The Template	More information
Profile Option: Nominated Sysadmin Set	More information	This is optional. Not required if user has sysadmin responsibility
Patch Requirements	More information	Contact the DBA if this step is required.

Loader Specific Responsibilities and Access

Required For	Documentation	Notes/Comments
CE Bank Statement Loader template	More information	Loader users will need a permission to submit “Bank Statement Import & AutoReconciliation” concurrent request.