Configure the Adapter for JD Edwards EnterpriseOne. This indicates whether you will be using Group-based or Role-based security.
Refresh security extracts. You will need to perform this step initially, and repeat it only if security information changes.
Refresh the metadata repository. You will need to perform this step initially, and repeat it only if there are changes in the metadata for tables. This occurs infrequently at most sites.
Convert the synonyms for JD Edwards EnterpriseOne.
Set UDCDIC parameters (Windows only). This step is required before you can run reports.