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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Information
Conventions
1
Overview to Technical Foundation
1.1
Technical Foundation Integration
1.1.1
What World CASE Includes
1.1.2
IBM i Technical Platforms
1.2
Features of Technical Foundation
1.2.1
Data Dictionary
1.2.2
Software Versions Repository
1.2.3
User Defined Codes Repository
1.2.4
Vocabulary Overrides Repository
1.2.5
Soft-coded Function Keys
1.2.6
Extended Security
1.2.7
Unattended Night Operations (Sleeper)
1.2.8
Menu Driver
1.2.9
DREAM Writer
1.2.10
Processing Run Time Options Repository
1.2.11
Online and Printed User Documentation
1.3
JD Edwards World Product Line
1.3.1
Financials
1.3.2
Distribution/Logistics
1.3.3
Manufacturing
1.3.4
Energy and Chemical
1.3.5
Architecture, Engineering, Construction, and Real Estate
1.3.6
Public Services: State and Local Governments, Education, and Utilities
1.3.7
Other Integrated Solutions
Part I JD Edwards World Environment
2
Overview to the JD Edwards World Environment
2.1
Objectives
2.2
About the JD Edwards World Environment
3
Sign On and Off the JD Edwards World System
3.1
Understanding the User ID and Password
3.1.1
What is the User ID?
3.1.2
What is the Password?
3.2
Signing On the System
3.2.1
What is the Master Directory?
3.3
Signing Off the System
4
Signing On with Roles
4.1
Signing On to the System with Multiple Roles
4.2
Signing On to the System with One Role
5
Work with Menu Traveling
5.1
Understanding the Menu Format
5.2
Working with Menu Traveling
5.2.1
What You Should Know About
6
Display Functions and Options
6.1
Displaying Menu-Level Functions
6.2
Displaying Program-Level Functions and Options
7
Understand Hidden Selections
7.1
About Hidden Selections
7.2
Reviewing Hidden Selections
7.2.1
What You Should Know About
Part II Help Information
8
Overview to Help Information
8.1
Objectives
8.2
About Help Information
9
Working with Online Help
9.1
Review Online Help
9.1.1
What Is Program Level Help?
9.1.2
What Is Field Level Help?
9.2
Reviewing Online Program Help
9.2.1
Accessing Program Level Help
9.2.2
What You Should Know About
9.2.3
Displaying User Defined Instructions
9.2.4
Adding User Defined Text
9.2.5
What You Should Know About
9.2.6
Files for User Defined Text
9.2.7
Printing Program Level Help
9.2.8
What You Should Know About
9.3
Reviewing Online Field Help
9.3.1
Accessing Field Level Help
9.3.2
Displaying Field Explanation Help
9.3.3
Displaying Valid Values
9.3.4
Searching for Records in the Address Book
9.3.5
What You Should Know About
9.4
Create User Defined Instructions for Program Help
10
Understand Documentation Services
10.1
About the Documentation Services Menu
10.1.1
What You Should Know About
Part III System Naming Conventions
11
Overview to System Naming Conventions
11.1
Objectives
11.2
About the System Naming Conventions
12
Understand Menu Naming Conventions
12.1
About Menu Naming Conventions
12.2
How Does JD Edwards World Number the Menus?
13
Review the Major Technical Files
13.1
Reviewing the Major Technical Files
13.1.1
User Security
13.1.2
DREAM Writer
13.1.3
Data Dictionary
13.1.4
Vocabulary Overrides/Function Keys
13.1.5
User Defined Codes
13.1.6
Software Versions Repository
13.1.7
Generic Message/Rates
13.1.8
Menu Files
13.1.9
Generic Text
13.1.10
Cursor Sensitive Help
13.1.11
Pre-Open Files
14
Work with the Software Versions Repository
14.1
About the Software Versions Repository (SVR)
14.2
About the SVR Screen
14.2.1
What are the Navigation Functions?
14.3
Working with Repository Services
14.4
Accessing Cross Reference
14.4.1
About the Rebuild Cross-Reference Index
14.4.2
What You Should Know About
Part IV Environment Creation
15
Overview to Environment Creation
15.1
Objectives
15.2
About Environment Creation
16
Understand JD Edwards World Libraries
16.1
What Libraries Does JD Edwards World Install?
16.2
About Your Library Environments
16.2.1
Security Library Considerations
16.2.2
Examples of Library Lists for Environments
17
Working with Software License Manager
17.1
About SLM
17.2
Monitoring the Licensed Users
17.2.1
Examples
17.3
Implementing SLM
17.3.1
Setting up the SLM to Run in Audit Mode
17.3.2
Initializing or Reinitializing SLM
17.3.3
Set Up SLM to Automatically Reinitialize
17.4
Set Up Job Control Authority
17.4.1
Set Up Users with Job Control Authority
17.4.2
Change Ownership of X98UBP
17.4.3
Mirroring From One System i Machine to Another
17.5
Inquiries and Reports
17.5.1
Verifying Usage
17.5.2
Locating Audit and Error Messages
18
Create a Production Environment
18.1
Creating Libraries
18.2
Updating the QJDF Data Area
18.2.1
Resolving Production Library Environment Issues
19
Work with User Profiles
19.1
Defining User Profiles
19.1.1
Required IBM Object Authority for Users
19.2
Deleting a User or Group
19.3
Setting Up Your Initial Program (J98INITA)
19.3.1
What You Should Know About
19.4
Working with Library Lists
19.4.1
Objects to Exclude from the Mirroring Process
19.4.2
Working With Invalid Library List or Library List Not Set Correctly Error Messages
19.5
Setting Up Pre-Open Files
19.6
Copying User/Group Security
19.6.1
DREAM Writer Considerations
19.6.2
Technical Considerations
20
Work with Roles
20.1
Defining Roles
20.1.1
Role Maintenance
20.1.2
What You Should Know About
20.1.3
Role/User Maintenance
20.2
Role/Group Maintenance
20.3
Role/Library List Maintenance
20.3.1
What You Should Know About
20.4
Creating a Role from a Group
20.4.1
Create a Role from a Group
20.4.2
Create Role from Group Processing Options
20.4.3
Accessing Create Role from Group Option from User Information (V0092N)
20.4.4
Create Role from Group Window Processing Options
21
Review Release Level and Install History
21.1
Reviewing the JD Edwards World Release Level
21.2
Reviewing the Install History
22
Work with Extensibility Tool
22.1
Reviewing the Extensibility Flow
22.2
Working with Event Definition
22.2.1
Event Master Maintenance (P98X00)
22.2.1.1
Event Number Selection (P98XSLW)
22.3
Working with Program Exports
22.3.1
Program Exports (P98X02)
22.3.2
Program Exported Items (P98X12)
22.4
Working with Mappings
22.4.1
Build Program Entry Parameter Definitions (P98016B)
22.4.2
Program Entry Parameter Definitions (P98016)
22.4.3
Define Mapping Values (P98X11)
22.4.3.1
Exported Variables window (P98XSXW)
22.5
Working with Extension Logic
22.5.1
Program Extension Master (P98X03)
22.5.1.1
Select Extension Name Window (P98XSXW)
22.5.2
Program Event Extensions (P98X01)
22.5.2.1
Program Exported Items for Exported Events window (P98XSLW)
22.5.2.2
Select Extension Name Window (P98XSXW)
22.5.2.3
Condition Master Window (P98X04W)
22.6
Working with Extension Management
22.6.1
Extensions Workbench (P98XWB)
22.6.1.1
Event ID Selection Window (P98XSLW)
22.6.1.2
Condition Master Window (P98X04W)
22.6.2
Named Conditions (P98X04)
22.6.2.1
Named Conditions Overview
22.6.2.2
Named Conditions Expression Formatting
22.6.2.3
Named Condition Keywords
22.6.2.4
Named Conditions Relationship
22.6.2.5
Assign Named Condition to Program Event Extension
Part V User Defined Codes
23
Overview to User Defined Codes
23.1
Objectives
23.2
About UDCs
24
Work with User Defined Codes
24.1
Determining the UDCs Identifiers
24.2
Working with UDC Values
24.3
Working with UDC Types
24.4
Attaching Memo Notes to UDCs
24.5
Working with User Defined Code Models
24.6
Translating UDCs
24.7
Other Function Keys on the General UDCs Screen
Part VI DREAM Writer
25
Overview to DREAM Writer
25.1
Objectives
25.2
About DREAM Writer
26
Understand DREAM Writer
26.1
Reviewing the DREAM Writer Flow
26.2
About DREAM Writer Formats
26.2.1
What DREAM Writer Formats do You Control?
26.2.2
What Are the DREAM Writer Processing Options?
26.2.3
Where is DREAM Writer information Located?
27
Work with DREAM Writer
27.1
Locating the DREAM Writer Versions List
27.2
Reviewing the Five Steps of DREAM Writer
27.3
Changing or Adding a DREAM Writer Version
27.4
Working with DREAM Writer Version Identification
27.5
Entering DREAM Writer Additional Parameters
27.6
Working with DREAM Writer Processing Options Revisions
27.6.1
What You Should Know About
27.7
Working with DREAM Writer Data Selection
27.7.1
Examples: AND / OR Logic
27.7.2
What You Should Know About
27.8
Working with DREAM Writer Data Sequence Setup
27.9
Working with DREAM Writer Printer File Overrides
27.10
Changing the Date Format on DREAM Writer reports
28
Review Version List Options and Functions Overview
28.1
Reviewing DREAM Writer Version List Options
28.2
Reviewing Version List Functions
29
Review Possible Errors and Joblogs in DREAM Writer
29.1
Reviewing Possible Errors in DREAM Writer
29.1.1
Error messages
29.1.2
Two people cannot be updating the same version at the same time
29.1.3
Forcing JOBLOG
29.1.4
DDS/OPNQRYF
29.1.5
A processing option controlling which records are excluded for the report
29.1.6
Mixing Select and Omit
29.1.7
Check library list in Job Description
29.1.8
File Prefix/Field Names changed since the DREAM Writer was set up
29.1.9
Hard Coded Level Break logic
29.2
Reviewing Joblog Messages in DREAM Writer
29.2.1
Example 1
29.2.2
Example 2
29.2.3
Example 3
29.2.4
Example 4
29.2.5
Example 5
Part VII Additional DREAM Writer Options
30
Overview to Additional DREAM Writer Options
30.1
About Additional DREAM Writer Options
31
Use Additional DREAM Writer Options
31.1
Setting Up Processing Options
31.2
Working With Versions Print
31.2.1
What You Should Know About
31.3
Copying or Moving DREAM Writer Parameters
31.4
Overriding the Global Versions Print
31.5
Changing Default OUTQ Library in Printer Overrides
31.6
Setting Up Recursive DREAM Writer Versions
31.6.1
What You Should Know About
31.7
Deleting Recursive DREAM Writer Versions
31.8
Technical Considerations for Recursive Version Setup
31.8.1
What You Should Know About
Part VIII Menus
32
Overview to Menus
32.1
Objectives
32.2
About Menus
33
Understand Menu Design
33.1
About Menu Design
33.1.1
What Does Menu Design Provide?
33.1.2
What are the Benefits of Menu Design?
33.1.3
What Are the Menu Files?
33.1.4
What are the Menu Specifications?
33.2
Designing Menus
33.3
Reviewing the System Flow of Menus
33.4
Creating Menus
33.4.1
When You Create the Menu
33.4.2
When You Define Menu Selections
33.5
Locating Menu Revisions
34
Work with Menus
34.1
Creating a New Menu by Copying
34.2
Copying a Selection (Browse)
34.2.1
Before You Begin
34.2.2
What You Should Know About
34.2.3
Shortcuts and Procedures with Menu Selections
34.3
Swapping Selections
34.4
Deleting Selections
34.5
Translating Selections
34.6
Adding a New Menu
34.7
Deleting the Entire Menu
35
Work with Miscellaneous Menu Utilities
35.1
Defining DREAM Writer Selections
35.1.1
What is a Blind DREAM Writer Version?
35.1.2
Revisions Bypasses the Versions List for a Blind DREAM Writer
35.2
Defining the Role of DREAM Writer Processing Options (F18)
35.2.1
Determining What DREAM Writer Processing Options (F18) Displays
35.2.2
How to Set Up Interactive DREAM Writer Jobs Using DREAM Writer Processing Options (F18)
35.2.3
How to Set Up Batch Jobs Using DREAM Writer Processing Options (F18)
35.3
Locating a Job ID
35.4
Adding an IBM Command on a Menu
35.5
Submitting an IBM Query from a JD Edwards World Menu
35.6
Reviewing the Global Menu Update Utility
35.7
Enabling the Menu Word Search function on double-byte machines
Part IX Additional Menu Design Tools
36
Overview to Additional Menu Design Tools
36.1
Objectives
36.2
About Additional Menu Design Tools
37
Review Additional Tools on Menus (G901)
37.1
Reviewing the Selection History Log
37.2
Reviewing the Copy / Move Tool
37.3
Reviewing the Synonyms Tool
37.3.1
What Are the Files for Menu Word Search?
37.3.2
When to Rebuild the Menu Word Search Program
37.4
Reviewing the Menu Structure Inquiry Tool
37.5
Reviewing the Displaying Level Functions
37.5.1
Locating Display Level
37.5.2
Standard Display Levels
37.5.3
Menu Organization
38
Review Hidden Selection Tools
38.1
Reviewing Hidden Selection Tools
38.1.1
What are the ZHIDDEN User Tools?
38.1.2
What are the ZHIDDEN002 Operator Tools?
38.1.3
What are the ZHIDDEN003 Programmer Tools?
38.2
Locating the Hidden Selection Menus
38.3
Adding Hidden Selections
38.4
Helpful Hints - Hidden Selection 60 (Break Message)
39
Set Up Job Stream Submissions
39.1
Setting Up Job Stream Submissions
39.2
Setting Up Interactive and Batch Jobs
Part X Data Dictionary Design
40
Overview to Data Dictionary Repository
40.1
Objectives
40.2
About the Data Dictionary Repository
41
Understand the Data Dictionary Structure
41.1
Understanding the Data Dictionary Structure
42
Locate a Data Item Name
42.1
Locating A Data Item Name
43
Work with the Data Dictionary
43.1
Working with the Data Dictionary
43.1.1
Data Dictionary Security
43.1.2
The Functions for the Data Dictionary
43.1.3
What are the Data Dictionary Glossary Groups?
43.2
Working with Data Item Alias Revisions
43.3
Working with the Data Dictionary Glossary
43.4
Working with User Defined Help Instructions
43.5
Working with Data Field Descriptions
43.5.1
Error Messages
Part XI Vocabulary Overrides
44
Work with the Next Numbers Facility
44.1
Working with the Next Numbers Facility
44.2
Locating the Next Numbers Facility
44.3
Working with Next Numbers by Company and Fiscal Year
45
Review the Field Reference File Rebuild
45.1
About the Field Reference File
45.1.1
What Happens When You Rebuild the File?
45.2
About the JD Edwards World Message File
45.2.1
What Happens When Only Rebuilding the JD Edwards World Message File?
45.3
Locating the Rebuild FRF and JD Edwards World Msg File Screen
46
Overview to Vocabulary Overrides
46.1
Objectives
46.2
About Vocabulary Overrides
47
Work with Vocabulary Overrides, Function Keys, and Generic Exits
47.1
Working with Vocabulary Overrides
47.2
Locating Vocabulary Overrides
47.2.1
What are the Function Keys for Vocabulary Overrides?
47.3
Displaying Text on Screens and Reports
47.4
Reviewing Function Key Definitions
47.5
Working with Generic Exits
47.6
Working with Generic Exit URL Definitions
48
Work with Vocabulary Override Rebuilds
48.1
Reviewing Cursor Sensitive Controls
48.2
Reviewing the Video/Report Data
48.3
Reviewing Copy DD, VO, DW, UDC, SVR, Menus
48.4
Reviewing Vocabulary Override Field Lengths
Part XII Language and Jargon
49
Overview to Language and Jargon
49.1
Objectives
49.2
About Language and Jargon
49.2.1
Where is the Language Field?
50
Set Up a Language for a System or User Overview
50.1
Setting Up a System Language
50.2
Setting Up a User Language
50.3
Creating Language-Specific Menus
50.4
Setting Language-Specific User Defined Codes
50.5
Setting Language-Specific Function Keys
51
Change Language Descriptions and Glossaries
51.1
About Changing Language-Specific Descriptions and Glossaries
51.2
Changing Data Dictionary Descriptions
51.3
Changing Data Dictionary Glossary Text
51.4
Setting Language-Specific Screens or Reports
52
Add a Translated Title for DREAM Writer
52.1
Adding a Translated Title for DREAM Writer
53
Work with DREAM Writer Translate Processing Options
53.1
Working with DREAM Writer Translate Processing Options
54
Work with Business Jargon
54.1
About Business Jargon
54.1.1
Where is the Jargon field located?
54.2
Working with Business Jargon on Screens and Reports
55
Review the Language and Jargon Search Process
55.1
User
55.2
System
55.3
Blank (Default)
Part XIII Sarbanes-Oxley
56
Set Up Sarbanes-Oxley (SOX) Compliance
56.1
Set Up SOX Compliance
56.1.1
Set Up Generic Text Information
56.1.2
Set Up Process Definitions
56.1.3
Set Up Conflict Definitions
57
Work with SOX Reports
57.1
Working with SOX Reports
57.1.1
Running the Process Definitions Report
57.1.2
Running the Process Conflict Definitions Report
57.1.3
Running the Segregation/Duties Conflicts Report
57.1.3.1
Data Selection
57.1.3.2
Data Sequence
Part XIV Unattended Night Operations
58
Overview to Unattended Night Operations (Sleeper)
58.1
Objectives
58.2
About Unattended Night Operations (Sleeper)
59
Set Up Sleeper
59.1
Setting Up Sleeper from the Version List
59.2
Set up Sleeper to Autostart in the Subsystem
59.2.1
What You Should Know About
60
Schedule Unattended Operations
60.1
Scheduling Unattended Operations
60.1.1
Additional Sleeper Reports
61
Submit One-Time Jobs
61.1
Submitting One-Time Jobs
62
Activate Sleeper
62.1
Activating Sleeper
Part XV Database Utilities
63
Overview to Database Utilities
63.1
Objectives
63.2
About Database Utilities
64
Create User Data Files
64.1
Creating User Data Files
64.1.1
What You Should Know About
64.2
About Copying Data Files
65
Understand Other Data Base Options
65.1
About Other Options on the Data Base Management Menu
65.2
Working with Optional Files Workbench
66
Understand the Video Disk Catalog
66.1
Viewing the Video Disk Catalog
66.2
Building the Video Disk Catalog
66.2.1
Before You Begin
67
Understand Other Documentation Services Options
67.1
About Other Documentation Services Options
Part XVI Processing Options
68
Additional DREAM Writer Options Processing Options
68.1
Scan Report/Version files (P98570)
68.2
Report Version Archive/Delete Report (P98640)
68.3
World Writer File/Field Security Z-File (P8202Z)
68.4
Report Writer Form Security Z-File (P9425Z)
68.5
Function Key Security - Z-File (P9612Z)
69
Environment Creation Processing Options
69.1
Approvals Transaction Workbench (P00A11)
A
Custom Initial Programs
A.1
For Those With Their Own Company Software or Purchased Software
A.2
Accessing JD Edwards World software
A.2.1
Create a custom CL program
A.2.2
Create an IBM menu, using the STRSDA command
B
Data Dictionary Changes
B.1
Considerations When Changing the Data Dictionary
B.2
General Data Items
B.3
Data Display Rules
B.4
Data Edit Rules
B.5
Establishing this CL program as a call from your custom menu
C
Functional Servers
C.1
About Functional Servers
C.1.1
Example: Voucher Processing Functional Server
D
Attachment Links
E
Quick Instructions to Set up Extensibility
E.1
Quick Instructions to Set up Extensibility
F
Further Program Compiling Details when Setting up Extensibility
F.1
Further Program Compiling Details when Setting up Extensibility
G
Import Mass Data
Index
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