16 Retrofitting Custom Modifications

This section discusses these topics:

Section 16.1, "Overview"
Section 16.2, "Retrofitting Custom Modifications"
Section 16.3, "Using the Application Configuration Analyzer (Release 9.1 Update 2)"
Section 16.4, "Using the Customization Object Analyzer (Release 9.1 Update 2)"

16.1 Overview

When upgrading to a new release, you might need to retrofit some of your modifications to the new release. Because it is a laborious process to recreate custom modifications each time you upgrade the software, the upgrade process preserves most of your custom modifications. This chapter explains how to integrate any custom modifications that the upgrade process did not preserve into your new Release 9.1 software. This integration, called retrofitting, enables refitting of your customizations that could not be merged into the new version of the software.

Retrofitting modifications only needs a workstation with the upgraded software and the development tools provided with Release 9.1. These tools compare the customizations that Release 9.1 merged into the new software with any pathcode in the system. Thus, you can easily compare your upgraded modifications with a version of your modifications before the upgrade or with the pristine environment of the new release.

Note:

The ability to carry forward the deletion of standard JD Edwards EnterpriseOne text overrides is not a supported custom modification. That is, if a text override is deleted by a customer it is re-deployed with the next ESU or upgrade. The original static text control should be hidden. A new control with the desired text should be added in its place.

16.2 Retrofitting Custom Modifications

To retrofit custom modifications:

From the workstation on which you will retrofit the object modifications, check out the modified objects.

To check out objects, see JD Edwards EnterpriseOne Tools Object Management Workbench Guide.
Use the ER Compare utility to compare the upgraded version of the object on the client machine to a version of the object as it was before the upgrade.

This tool enables the direct copy of event rules from the original specifications to the upgraded specifications. See JD Edwards EnterpriseOne Tools Software Updates Guide for more information about this procedure.
Use the other design tools described in the JD Edwards EnterpriseOne Development Tools Guides to retrofit other modified components of objects.
Use ER Compare to show the difference in named event rule (NER) business function source codes.
Redo any custom event rules for Do Initialize events because they have been removed from the UBE event list.
When you have tested and retrofitted the modifications, check them back in and rebuild the package.
Test and fix the modifications, and then rebuild and re-deploy the corrected package.

Repeat this step until all the modifications are functioning properly.

16.3 Using the Application Configuration Analyzer (Release 9.1 Update 2)

The Application Configuration Analyzer is a set of reports which identify differences for processing options, data dictionary (DD) items, and user defined codes (UDCs) between releases or environments. These reports are:

Versions Compare Report
User Defined Codes Compare Report
Data Dictionary Compare Report

If you have made custom modifications to business data, these reports can help you verify that your modifications were carried forward to the new release. You can use these tools anytime you want to compare items between two environments.

16.4 Using the Customization Object Analyzer (Release 9.1 Update 2)

If you are on an older release of JD Edwards EnterpriseOne, you need to identify customizations in order to determine the impact and level of effort to retro-fit the customizations into the newer release of JD Edwards EnterpriseOne. This utility helps to identify the customizations in order to determine the impact and level of effort to retro-fit the customizations into the newer release of JD Edwards EnterpriseOne. A review of this information, prior to performing modifications within the software, will allow for a smoother and more predictable upgrade of the EnterpriseOne software.

The Customization Object Analyzer is comprised of a UBE that loads a table and UBEs that read from that table to create either a summary or detailed report. The UBEs are:

R9840DL (Object Dataload)

This UBE loads the F98881CU table in a parent-child hierarchy of object changes with a list of all JD Edwards EnterpriseOne customized objects.
RD9840RS (Object Customization Summary Report - BI Publisher)

This UBE creates a summary report from the data in the F98881CU table.
RD9840RD (Object Customization Detail Report - BI Publisher)

This UBE creates a detail report from data in the F98881CU table that shows the details of the customizations grouped by various criteria.
R9840R (Object Customization Summary and Detail Report - Standard Version)

This UBE creates a summary and detail report from the data in the F98881CU table.