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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
1.6.2.2.1
DB2 UDB
1.6.2.2.2
Workstations and Deployment Server
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
Ensuring Proper Rights are Assigned to the Enterprise Server Account for DB2 UDB
2.2
Verifying Software and Hardware Requirements
2.3
Verifying the Disk Space Requirements
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
Cataloging for DB2 UDB
3.8
Adding Additional Environments (Rerunning the Deployment Server Installer)
3.9
Downloading and Installing the Latest Software
3.9.1
Installing the Latest Tools Release and Latest Tools Release Patch to the Deployment Server
3.9.2
Installing the Latest Planner Update and Running the Special Instructions
3.10
Troubleshooting Deployment Server Installation
3.10.1
Verify Local Planner Tablespaces are Not Attached
3.10.2
OEE Installer Logs
3.10.3
Configuration Files
3.10.4
Path Code Master (F98611)
3.10.5
Oracle Enterprise Edition
3.10.5.1
File Locations
3.10.5.1.1
Oracle Installation Directory
3.10.5.1.2
OEE Logs
3.10.5.1.3
tnsnames.ora
3.10.5.2
Rebooting the Deployment Server
3.10.5.3
EnterpriseOne Access to the Local Oracle Database
3.10.5.4
Process Explorer
3.10.5.5
Verifying the Local Oracle Database Installation
3.10.5.6
Deployment Server Installation Problems
3.10.5.7
Runtime Problems
3.10.5.7.1
Jde.log shows ORA-12541: TNS:no listener
3.10.5.7.2
User gets a pop-up window prompting for E1Local DB user and password and Jde.log shows OCI0000141 - Error - ORA-01017: invalid username/password; logon denied
3.10.5.7.3
tnsnames.ora
3.10.5.8
Administering the Local Oracle Database Using SQL Plus
3.10.5.9
Encrypting the Password of the Local Oracle Database
3.10.5.10
Decrypting the Password of the Local Oracle Database
3.10.5.11
Import and Export Tablespaces to the Local Oracle Database
3.10.5.11.1
Import Tablespace Script (attach_planner.bat)
3.10.5.11.2
Export Tablespace Script (detach_planner.bat)
3.10.5.12
Updating the InstallManager.htm File
3.10.5.13
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
Understanding System Account Security for DB2 UDB Databases
4.4
Troubleshooting IBM DB2 9.7 Database Installations
4.4.1
SQL5005C System Error
4.4.2
Windows Server 2008 64-bit - SQLDriverConnect Failure
4.5
Configuring the Enterprise Server Prior to Installing the Platform Pack
4.5.1
Setting Up and Verifying the Hosts File
4.6
Verifying Code Page Settings for DB2 UDB
4.7
Installing the Platform Pack
4.7.1
Running the JD Edwards EnterpriseOne Platform Pack Installer
4.7.2
Verifying the Platform Pack Log File
4.8
Manually Running the Database Creation Scripts - Windows with UDB
4.9
Troubleshooting Platform Pack Installation
4.9.1
Error: Prototype Environment Already Exists
4.9.2
Development Environment Warning
4.9.3
Warning - Database Server Name Does Not Match
4.10
Rerunning the JD Edwards EnterpriseOne Platform Pack Installer
4.10.1
Enterprise Server
4.10.2
Database Server
4.11
Installing the Latest Tools Release and Latest Tools Release Patch to the Enterprise Server
4.12
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
5.5.11.2.1
Selecting an Environment
5.5.11.2.2
Specifying Environment Data Load Parameters
5.5.11.3
Working with Environment Data Sources
5.5.11.3.1
Understanding Environment Data Sources
5.5.11.3.2
Selecting an Environment Data Source Setup Option
5.5.11.3.3
Setting Up the Data Source for Business Data
5.5.11.3.4
Setting Up the Data Source for Central Objects
5.5.11.3.5
Setting Up the Data Source for Control Tables
5.5.11.3.6
Verifying the Data Source for Data Dictionary (Pristine Only - PS910)
5.5.11.3.7
Verifying the Data Source for Versions
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)
6.13
Regenerating the Serialized Objects Table
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
Setting Up Microsoft Windows Security on Release 9.1 Directories
10.1.1
Setting Security on the Pathcode Directory
10.1.2
Setting Security on the Database Directory
10.1.3
Setting Security on the Data Dictionary Directory
10.1.4
Setting Security on the Helps Directory
10.1.5
Setting Security on the Media Object Directory
10.1.6
Setting Security on the Planner Directory
10.1.7
Setting Security on the Print Queue Directory
10.1.8
Setting Security on the System Directory
10.2
Using the Adobe SVG Viewer on Web Clients
10.3
Setting Up Solution Explorer
10.3.1
Setting Up Solution Explorer HTML Documentation Path
10.3.2
Setting Up the Home Page for Solution Explorer
10.4
Configuring JD Edwards EnterpriseOne for Use with Vertex Quantum Tax Applications
10.4.1
Adding Vertex Quantum Directory Information to the Microsoft Windows Server Path
10.4.2
Configuring the Release 9.1 Database Connections for Vertex Quantum Tax Applications
10.4.3
Mapping Objects to the Enterprise Server
10.4.4
Testing the Vertex Quantum Connection from Release 9.1
10.5
Enabling CRM Functionality
10.5.1
Enabling CRM on the CRM Mobile Client
10.5.2
Enabling CRM on the Enterprise Server
10.6
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
Creating UDB Owners as User Accounts
13.2
Adding Security Overrides
13.3
Setting up the Database Components for the Target Environment
13.4
Running the Copy Environment Application (P989400)
14
DB2 UDB Installation Utilities
14.1
Cataloging for DB2 UDB
14.2
Updating Database Statistics for DB2 UDB
15
Troubleshooting
15.1
Using the PORTTEST Checklist
15.2
Resolving Data Errors
15.3
Planner Update Special Instructions
16
Creating a Remote Installation Plan
16.1
Understanding Remote Installation Plans
16.2
Starting Installation Planner
16.3
Entering Information in Installation Planner
16.4
Entering Plan Location Information
16.5
Entering Deployment Server Information
16.6
Entering Enterprise Server Information
16.7
Enter Data Source Information for Server Map
16.8
Entering HTML Web Server Information
16.9
Entering Data Server Information
16.10
Replicating Information to Remote Locations
16.11
Entering Shared Data Source Information
16.12
Setting Up Environments
16.13
Setting Up Data Sources for Environment
16.14
Remote Location Packages
16.15
Finalizing the Installation Plan
16.16
Concluding the Planner Validation Report
17
Adding a Server to an Existing Configuration
17.1
Assumptions about Adding a Server to an Existing Installation Plan
17.2
Starting Installation Planner
17.3
Entering a Plan Description
17.4
Entering a Plan Location
17.5
Selecting Additional Server Types
17.6
Entering Deployment Server Information
17.7
Specifying an Enterprise Server
17.7.1
Entering Enterprise Server Information
17.7.2
Entering Enterprise Server Data Source Information
17.7.2.1
Specifying Custom or Default Data Source Information
17.7.2.2
Verifying Custom Server Map Data Source Information
17.7.2.3
Adding another Enterprise Server
17.8
Entering HTML Web Server Information
17.9
Entering Data Server Information
17.10
Entering Shared Data Source Information
17.10.1
Specifying (Custom or Default) Shared Data Source Setup Information
17.10.2
Verifying the Data Source for Data Dictionary
17.10.3
Verifying the Object Librarian Data Source
17.10.4
Verifying the System Data Source
17.11
Setting Up Environments
17.11.1
Selecting an Environment
17.11.2
Specifying Environment Data Load Parameters
17.11.3
Selecting Languages
17.12
Setting Up Environment Data Sources
17.12.1
Selecting an Environment Data Source Setup Option
17.12.2
Setting Up the Data Source for Business Data
17.12.3
Setting Up the Data Source for Central Objects
17.12.4
Setting Up the Data Source for Control Tables
17.12.5
Verifying the Data Source for Versions
17.13
Finalizing the Installation Plan
17.14
Concluding the Validation Planner Report
17.15
Configuring Additional Servers
18
Creating a Language-Only Installation Plan
18.1
Understanding Language-Only Installation Plans
18.2
Reviewing Requirements for a Language Installation
18.3
Installing Languages on the Deployment Server
18.4
Running Installation Planner
18.4.1
Accessing Installation Planner
18.4.2
Entering Information into Installation Planner
18.4.3
Selecting Custom or Default Parameters
18.4.4
Selecting an Environment
18.5
Selecting a Language
18.6
Running Installation Workbench
18.7
Verifying Enterprise Server Requirements
18.8
Verifying Workstation Requirements
18.9
Completing the Language Installation
18.10
Building and Deploying Alternate Language Packages
19
Understanding JD Edwards EnterpriseOne Directory Structures
19.1
Deployment Server Directory Structure
19.2
Language Directory Structure
19.3
Enterprise Server Directory Structure for Windows-based Enterprise Servers
19.4
Workstation General Directory Structure
20
Working with Reports
20.1
Installation Planner Validation Report (R9840B)
20.1.1
Setting Processing Options
20.1.2
How to Read the Report
20.2
Environment Database Creation Report (R98403)
20.2.1
Setting Processing Options
20.2.1.1
Version XJDE0001 for Installations and Upgrades
20.2.1.2
Version XJDE0004 for Updates
20.2.1.3
Version XJDE0024 for Running Pristine Data
20.2.1.4
How to Read the Report
20.2.1.5
Errors and How to Resolve Them
20.3
Index Recreation (R9698713)
20.4
Pathcode Copy (R9800942)
21
Major Technical Tables
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 DB2 UDB Databases
22.7
Removing System Accounts for DB2 UDB
22.8
Deinstalling the Platform Pack
A
Determining the DB2 UDB Port Value
B
Understanding DB2 UDB Databases
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