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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Understanding JD Edwards EnterpriseOne
1.1
Understanding This Guide
1.2
Understanding the Installation Process
1.2.1
Understanding the Deployment Server Installation
1.2.2
Understanding the Platform Pack Installation
1.2.3
Understanding the Installation Planner
1.2.4
Understanding Installation Workbench
1.2.5
Understanding the Workstation Installation
1.3
Considering Additional Factors
1.3.1
Accessing Minimum Technical Requirements (Certifications)
1.3.2
Understanding Machine Names
1.3.3
Using JD Edwards EnterpriseOne Support
1.3.4
Understanding Documentation Conventions
1.3.4.1
Documentation Updates
1.3.4.2
Tips
1.3.4.3
Fonts and Type Styles
1.4
Working With the Customer Checklist
1.5
Environments Overview
1.5.1
Understanding Environments
1.5.2
Planner Environment (JDEPLAN)
1.5.2.1
Planner Pathcode
1.5.2.2
Planner Database
1.5.3
Pristine Environment (PS910)
1.5.4
Deployment Environment (DEP910)
1.5.5
Development Environment (DV910)
1.5.6
Prototype Environment (PY910)
1.5.7
Production Environment (PD910)
1.5.8
Additional Considerations
1.5.8.1
Cluster Software Options
1.5.8.2
Web-Based Options
1.5.9
Release History
1.6
Language Process Overview
1.6.1
Language Architecture
1.6.1.1
Base Language
1.6.1.2
Alternate Language Components
1.6.1.3
Language Preference Codes
1.6.2
Database Character Set and Code Page Considerations
1.6.2.1
Unicode
1.6.2.2
Code Page Settings
1.6.3
National Language Support
1.6.3.1
Single-Byte and Double-Byte Considerations
1.6.3.2
Font Considerations
1.6.3.3
User Display Preferences
2
Before You Begin the Installation
2.1
Verifying Software and Hardware Requirements
2.2
Verifying the Disk Space Requirements
2.3
SQL Server 2012 Requirements for FASTFIRSTROW
3
Working with the Deployment Server
3.1
Installing Microsoft Windows Visual Studio
3.2
Understanding the Deployment Server
3.3
Local Oracle Enterprise Edition (OEE) Considerations
3.3.1
32-Bit Oracle Database Client (Required for both 32-bit and 64-bit versions of OEE)
3.3.2
EnterpriseOne Application P96717
3.3.3
Best Practices for OEE Performance
3.3.4
Microsoft Windows Internet Protocol Version 4 (IPv4)
3.4
Obtaining and Preparing the Deployment Server Install Image
3.5
Working with JDBC Drivers on the Deployment Server
3.5.1
Obtaining the JDBC Drivers
3.5.2
Copying the JDBC Drivers to the Deployment Server
3.6
Installing the Deployment Server
3.6.1
Prerequisites
3.6.2
Installation Process Flow
3.6.3
Before Launching the Deployment Server Installer
3.6.4
Understanding Destination Paths
3.6.5
Using InstallManager to Install a Local Database on the Deployment Server
3.6.5.1
Using InstallManager to Install a Local Database in the Default Location
3.6.5.2
Running OEESetup to Install a Local Database in a Directory Other Than the Default Location
3.6.6
Examine the Local Database Installer Logs
3.6.7
Understanding the JD Edwards EnterpriseOne Deployment Server Installer
3.6.7.1
Understanding EnterpriseOne Files Location
3.6.7.2
Running the JD Edwards EnterpriseOne Deployment Server Installer
3.7
Adding Additional Environments (Rerunning the Deployment Server Installer)
3.8
Downloading and Installing the Latest Software
3.8.1
Installing the Latest Tools Release and Latest Tools Release Patch to the Deployment Server
3.8.2
Installing the Latest Planner Update and Running the Special Instructions
3.9
Troubleshooting Deployment Server Installation
3.9.1
Verify Local Planner Tablespaces are Not Attached
3.9.2
OEE Installer Logs
3.9.3
Configuration Files
3.9.4
Path Code Master (F98611)
3.9.5
Oracle Enterprise Edition
3.9.5.1
File Locations
3.9.5.2
Rebooting the Deployment Server
3.9.5.3
EnterpriseOne Access to the Local Oracle Database
3.9.5.4
Process Explorer
3.9.5.5
Verifying the Local Oracle Database Installation
3.9.5.6
Deployment Server Installation Problems
3.9.5.7
Runtime Problems
3.9.5.8
Administering the Local Oracle Database Using SQL Plus
3.9.5.9
Encrypting the Password of the Local Oracle Database
3.9.5.10
Decrypting the Password of the Local Oracle Database
3.9.5.11
Import and Export Tablespaces to the Local Oracle Database
3.9.5.12
Updating the InstallManager.htm File
3.9.5.13
Deployment.inf and <Package_name>.inf
4
Working with the Platform Pack
4.1
Understanding the Platform Pack
4.2
Platform Pack Process Flow
4.3
Preparing the SQL Server Database
4.3.1
General Considerations
4.3.2
Verifying code page settings for SQL Server
4.4
Configuring the Enterprise Server Prior to Installing the Platform Pack
4.4.1
Setting Up and Verifying the Hosts File
4.5
Installing the Platform Pack
4.5.1
Running the JD Edwards EnterpriseOne Platform Pack Installer
4.5.2
Verifying the Platform Pack Log File
4.6
Manually Running the Database Creation Scripts - Windows with SQL
4.7
Troubleshooting Platform Pack Installation
4.7.1
Error: Prototype Environment Already Exists
4.7.2
Development Environment Warning
4.7.3
Warning - Database Server Name Does Not Match
4.8
Rerunning the JD Edwards EnterpriseOne Platform Pack Installer
4.8.1
Enterprise Server
4.8.2
Database Server
4.9
Installing the Latest Tools Release and Latest Tools Release Patch to the Enterprise Server
4.10
Working with Database Security
5
Working with Installation Planner for an Install
5.1
Understanding Installation Planner
5.1.1
Language Information
5.1.2
Location Information
5.1.3
Deployment Server Information
5.1.4
Enterprise Server Information
5.1.5
JD Edwards EnterpriseOne HTML Web Server Information
5.1.6
Data Source Information
5.1.7
Environment Information
5.2
Working with JD Edwards EnterpriseOne Software Requirements
5.3
Reviewing Installation Planner Processing Options
5.3.1
Assumptions About Reviewing Installation Planner Processing Options
5.3.2
Accessing Processing Options
5.3.3
Choosing Processing Option Values
5.3.3.1
Specifying the Prompt Mode
5.3.3.2
Specifying the Process Mode
5.3.3.3
Specifying the Default Mode
5.3.3.4
Verifying Status Change Values Have Not Changed
5.3.3.5
Specifying Plan Completion Processes
5.3.3.6
Specifying Replication Options
5.4
Working with a Typical Installation Plan
5.4.1
Assumptions About Defining a Typical Installation Plan
5.4.2
Starting Installation Planner
5.4.3
Entering a Plan Description
5.4.4
Entering Location Information
5.4.5
Entering Deployment Server Information
5.4.6
Entering Enterprise Server Information
5.4.7
Enter Data Source Information for Server Map
5.4.8
Entering HTML Web Server Information
5.4.9
Verify the Data Sources
5.4.9.1
Verifying the Data Source for Data Dictionary
5.4.9.2
Verifying the Object Librarian Data Source
5.4.9.3
Verifying the System Data Source
5.4.10
Selecting Default Environments
5.4.10.1
Verifying the Data Source for Business Data
5.4.10.2
Verifying the Data Source for Central Objects
5.4.10.3
Verifying the Data Source for Control Tables
5.4.10.4
Verifying the Data Source for Data Dictionary
5.4.10.5
Verifying the Data Source for Versions
5.4.11
Finalizing the Installation Plan
5.4.12
Concluding the Planner Validation Report
5.5
Creating a Custom Installation Plan
5.5.1
Understanding a Custom Installation Plan
5.5.2
Starting Installation Planner
5.5.3
Entering a Plan Description
5.5.4
Entering Location Information
5.5.5
Entering Deployment Server Information
5.5.6
Entering Enterprise Server Information
5.5.7
Enter Data Source Information for Server Map
5.5.8
Entering HTML Web Server Information
5.5.9
Entering Data Server Information
5.5.10
Entering Shared Data Source Information
5.5.10.1
Specifying (Custom or Default) Shared Data Source Setup Information
5.5.10.2
Verifying the Data Source for Data Dictionary
5.5.10.3
Verifying the Object Librarian Data Source
5.5.10.4
Verifying the System Data Source
5.5.11
Working with Environment Setup
5.5.11.1
Understanding Environment Setup
5.5.11.2
Setting Up Environments
5.5.11.3
Working with Environment Data Sources
5.5.12
Adding a Remote Location
5.5.13
Finalizing the Installation Plan
5.5.14
Concluding the Planner Validation Report
5.6
Deleting Machines from an Installation Plan
6
Working With Installation Workbench
6.1
Understanding Workbench Components
6.1.1
Verifying the Network Share on the Deployment Server
6.1.2
Loading Data (Demo Data and Production Data)
6.1.3
Creating the Job Queue
6.2
Working with Unattended Workbench Mode
6.2.1
Selecting Attended or Unattended Workbench Mode
6.2.2
Setting a Task Break in Unattended Workbench Mode
6.3
Starting Installation Workbench
6.4
Working With Initial Tasks Workbench
6.4.1
Changing the Status of Initial Tasks Workbench
6.5
Configuring Your Locations
6.6
Configuring Your Data Sources
6.7
Configuring Your Environments
6.8
Using Machine Workbench
6.9
Using the Package Workbench
6.10
Using Remote Location Workbench
6.10.1
Configuring Remote Locations
6.11
Finishing Installation Workbench
6.12
Deploying an Oracle or Partner Business Accelerator Configuration (optional)
7
Working With the Enterprise Server
7.1
Verifying the Release 9.1 Enterprise Server Installation Using PORTTEST
7.2
Starting Network Services on the Enterprise Server
7.3
Stopping Network Services on the Enterprise Server
7.4
Working with OCM Generation
7.4.1
Understanding OCM Mappings
7.4.2
Understanding Data Source Setup
7.4.3
Understanding OCM Creation
7.4.3.1
Understanding Database Data Sources
7.4.3.2
Understanding Logic Data Sources
7.4.4
Understanding OCM Customization
7.4.4.1
Understanding Data Classes
7.4.4.2
Creating a New Data Class
7.4.4.3
Modifying the Data Source Template
7.4.4.4
Associating Table Data Classes
7.5
Setting Up a Printer on the Enterprise Server
7.5.1
Adding a New Printer
7.5.2
Defining a Default Printer
8
Installing the Development Clients for Developers and System Administrators
8.1
Understanding Development Client Installation
8.2
Preparing for Development Client Installation
8.3
Working With Development Client Installation
8.3.1
Creating a Desktop Shortcut
8.3.2
Using a Shared Drive
8.3.3
Understanding Third-Party Products
8.4
Understanding User Profiles and Languages
9
Understanding Media Object Queues
9.1
Overview
9.2
Modifying Media Object Queues
9.3
Specifying the Help Location Used by the Web Client and Development Client
10
Performing Post Installation Tasks
10.1
Resetting SQL Server Options
10.2
Setting Up Microsoft Windows Security on Release 9.1 Directories
10.2.1
Setting Security on the Pathcode Directory
10.2.2
Setting Security on the Database Directory
10.2.3
Setting Security on the Data Dictionary Directory
10.2.4
Setting Security on the Helps Directory
10.2.5
Setting Security on the Media Object Directory
10.2.6
Setting Security on the Planner Directory
10.2.7
Setting Security on the Print Queue Directory
10.2.8
Setting Security on the System Directory
10.3
Using the Adobe SVG Viewer on Web Clients
10.4
Setting Up Solution Explorer
10.4.1
Setting Up Solution Explorer HTML Documentation Path
10.4.2
Setting Up the Home Page for Solution Explorer
10.5
Configuring JD Edwards EnterpriseOne for Use with Vertex Quantum Tax Applications
10.5.1
Adding Vertex Quantum Directory Information to the Microsoft Windows Server Path
10.5.2
Configuring the Release 9.1 Database Connections for Vertex Quantum Tax Applications
10.5.3
Mapping Objects to the Enterprise Server
10.5.4
Testing the Vertex Quantum Connection from Release 9.1
10.6
Enabling CRM Functionality
10.6.1
Enabling CRM on the CRM Mobile Client
10.6.2
Enabling CRM on the Enterprise Server
10.7
Enabling Verity Enhanced Search Capability
11
Working With Signon Security
11.1
Setting Up Signon Security
11.2
Setting up Security Overrides for Package Build
11.3
Enabling Server-Side Signon Security
11.4
Enabling Client-Side Signon Security
11.5
Setting Up JD Edwards EnterpriseOne Single Sign-on
12
Building and Testing Packages
12.1
Understanding Packages
12.2
Obtaining the JDK\JRE
12.3
Installing Application Fixes
12.4
Updating the System Path
12.5
Reviewing Pre-Package Build Issues
12.5.1
Verifying Available Space in DBMS
12.5.2
Verifying Specific UBEs are Mapped Locally
12.5.3
Verifying the Server-Side Settings
12.5.4
Configuring the Enterprise Server for Simultaneous Builds
12.5.5
Adding a Security Override for Running Package Build
12.6
Reviewing Troubleshooting Tips
12.7
Building an Alternate Language Package
12.7.1
Package Build Considerations
12.7.2
Package Deployment Considerations
12.8
Assembling a Package that Contains Published Business Services
13
Copying an Environment to Another Environment
13.1
Adding Security Overrides
13.2
Setting up the Database Components for the Target Environment
13.3
Running the Copy Environment Application (P989400)
14
Troubleshooting
14.1
Using the PORTTEST Checklist
14.2
Resolving Data Errors
14.3
Planner Update Special Instructions
14.4
Orphan Users
15
Creating a Remote Installation Plan
15.1
Understanding Remote Installation Plans
15.2
Starting Installation Planner
15.3
Entering Information in Installation Planner
15.4
Entering Plan Location Information
15.5
Entering Deployment Server Information
15.6
Entering Enterprise Server Information
15.7
Enter Data Source Information for Server Map
15.8
Entering HTML Web Server Information
15.9
Entering Data Server Information
15.10
Replicating Information to Remote Locations
15.11
Entering Shared Data Source Information
15.12
Setting Up Environments
15.13
Setting Up Data Sources for Environment
15.14
Remote Location Packages
15.15
Finalizing the Installation Plan
15.16
Concluding the Planner Validation Report
16
Adding a Server to an Existing Configuration
16.1
Assumptions about Adding a Server to an Existing Installation Plan
16.2
Starting Installation Planner
16.3
Entering a Plan Description
16.4
Entering a Plan Location
16.5
Selecting Additional Server Types
16.6
Entering Deployment Server Information
16.7
Specifying an Enterprise Server
16.7.1
Entering Enterprise Server Information
16.7.2
Entering Enterprise Server Data Source Information
16.7.2.1
Specifying Custom or Default Data Source Information
16.7.2.2
Verifying Custom Server Map Data Source Information
16.7.2.3
Adding another Enterprise Server
16.8
Entering HTML Web Server Information
16.9
Entering Data Server Information
16.10
Entering Shared Data Source Information
16.10.1
Specifying (Custom or Default) Shared Data Source Setup Information
16.10.2
Verifying the Data Source for Data Dictionary
16.10.3
Verifying the Object Librarian Data Source
16.10.4
Verifying the System Data Source
16.11
Setting Up Environments
16.11.1
Selecting an Environment
16.11.2
Specifying Environment Data Load Parameters
16.11.3
Selecting Languages
16.12
Setting Up Environment Data Sources
16.12.1
Selecting an Environment Data Source Setup Option
16.12.2
Setting Up the Data Source for Business Data
16.12.3
Setting Up the Data Source for Central Objects
16.12.4
Setting Up the Data Source for Control Tables
16.12.5
Verifying the Data Source for Versions
16.13
Finalizing the Installation Plan
16.14
Concluding the Validation Planner Report
16.15
Configuring Additional Servers
17
Creating a Language-Only Installation Plan
17.1
Understanding Language-Only Installation Plans
17.2
Reviewing Requirements for a Language Installation
17.3
Installing Languages on the Deployment Server
17.4
Running Installation Planner
17.4.1
Accessing Installation Planner
17.4.2
Entering Information into Installation Planner
17.4.3
Selecting Custom or Default Parameters
17.4.4
Selecting an Environment
17.5
Selecting a Language
17.6
Running Installation Workbench
17.7
Verifying Enterprise Server Requirements
17.8
Verifying Workstation Requirements
17.9
Completing the Language Installation
17.10
Building and Deploying Alternate Language Packages
18
Understanding JD Edwards EnterpriseOne Directory Structures
18.1
Deployment Server Directory Structure
18.2
Language Directory Structure
18.3
Enterprise Server Directory Structure for Windows-based Enterprise Servers
18.4
Workstation General Directory Structure
19
Understanding Data Source Charts
19.1
Business Data
19.2
Central Objects
19.3
Control Tables
19.4
Data Dictionary
19.5
Logic
19.6
Object Librarian
19.7
Language
19.8
Local
19.9
Server Map
19.10
System
19.11
Versions
20
Major Technical Tables
21
Working with Reports
21.1
Installation Planner Validation Report (R9840B)
21.1.1
Setting Processing Options
21.1.2
How to Read the Report
21.2
Environment Database Creation Report (R98403)
21.2.1
Setting Processing Options
21.2.1.1
Version XJDE0001 for Installations and Upgrades
21.2.1.2
Version XJDE0004 for Updates
21.2.1.3
Version XJDE0024 for Running Pristine Data
21.2.1.4
How to Read the Report
21.2.1.5
Errors and How to Resolve Them
21.3
Index Recreation (R9698713)
21.4
Pathcode Copy (R9800942)
22
Deinstalling the Software
22.1
Understanding the Deinstallation
22.2
Deinstalling the Software from the Workstations
22.3
Deinstalling the Local OEE from the Deployment Server
22.4
Manual Cleanup of a Deinstalled Oracle Database on the Deployment Server
22.5
Using the OUI Installer to Deinstall JD Edwards EnterpriseOne from the Deployment Server
22.6
Dropping SQL Server Databases
22.7
Removing Database Users for SQL Server
22.8
Deinstalling the Platform Pack
A
Understanding SQL Server Databases
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