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Contents
List of Figures
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Phase One - Upgrade Process Overview (Release A9.3 Update)
1.1
Upgrade Methodology
1.1.1
Alternate Environment Set up
1.1.2
Disk Space Considerations
1.1.3
Duplicate Files Rule
1.1.4
Control File Dependencies
1.1.5
Monitor Changes to JD Edwards World Control Files
1.2
A9.3 Update 1
1.3
Pre-Upgrade Application and Technical Instructions
1.3.1
Sign on to Production Environment
1.3.2
Run Integrity Reports
1.3.3
Accounts Payable
1.3.4
Menu History File
1.3.5
Custom Menus
1.3.6
Contract Billing and Service Billing
1.3.7
Delete Vocabulary Override Record
1.3.8
Manufacturing - A7.3 Customers
1.3.9
Sales Orders and Purchase Orders - A7.3 and A8.1 Customers
1.3.10
EnterpriseOne (OneWorld) Files - A7.3 Customers
1.3.11
Database Audit Manager and Other Triggers
2
Phase Two - Planning and Upgrading the Alternate Environment
2.1
Overview
2.2
Set Up an Environment
2.3
Check for DDM Files
2.4
IBM Journaling
2.5
Payroll - A7.3 Customer
2.6
Delete Files
2.7
Create and Validate Upgrade Plan
2.7.1
Sign on as JDEINSTAL to Access the Software Upgrade Menu
2.7.2
Create Upgrade Plan
2.7.3
Indicate the Libraries for this Plan
2.7.4
Indicate the Merge Information
2.7.5
Indicate the Printer Information
2.7.6
Select Advanced Options
2.7.7
Designate the Data Dictionary Field Ownership information
2.7.8
Validate Your Upgrade Plan
2.8
Start the Upgrade and Track Progress
2.8.1
Change Messages to Break Mode
2.8.2
Start the Upgrade
2.8.3
Track the Progress of the Upgrade
2.8.4
Inquire on File Conversion Status
3
Phase Three - Create New Files and Update Control Files
3.1
Overview
3.2
Change the QJDF Data Area in JDFOBJALT
3.3
Sign On as the Security Administrator User ID you entered during the OUI Process
3.4
Activate Installed Systems
3.5
Create New Files
3.5.1
Build New Files List Report
3.5.2
Create New Files
3.6
Optional Files
3.7
Run the Menu Comparison Report
3.8
Print Menu, User Defined Code, and New Automatic Accounting Instruction (AAI) Reports
3.8.1
Update the Menu Files
3.8.2
Copy the Entire Menu
3.8.3
Update a Menu Selection
3.8.4
Update the User-defined Code (UDC) Files
3.8.5
Review and Update a UDC
3.8.6
Update the Automatic Accounting Instruction (AAI) Files
3.8.7
Review and Update an AAI
3.9
Update the Data Dictionary Files Using Data Dictionary Workbench
3.10
Create/Print ASI Report/Apply ASIs/DREAM Writer Workbench
3.10.1
Print ASI Report
3.10.2
Work with Application Specific Instructions (ASIs)
3.10.3
Use the DREAM Writer Review Workbench
4
Phase Four - Run Special Application Jobs
4.1
Sign On as the User ID you entered during the OUI process
4.2
Access the Post Upgrade Menu
4.3
Rebuild Menu Word Search
4.4
Run Special Application Jobs
4.5
Activate Triggers
4.6
Rebuild DD/VO
4.7
Only if You Use a Comma for the Decimal Character
5
Phase Five - Post Upgrade Tasks
5.1
Overview
5.2
Access the Post Upgrade Menu
5.3
Work with 'Z' Libraries
5.4
Sign on as JDEINSTAL to Access the Software Upgrade Menu
5.5
Print the Conversion Status Report
5.6
Review the Upgrade Reports
5.7
Sign off as JDEINSTAL
5.8
Sign On as the Security Administrator User ID You Entered During the OUI Process
5.9
End the JD Edwards World Monitor
5.10
Test in the Alternate Environment
5.11
Install A9.3 Update 1 to the Alternate Environment
6
Phase Six - Upgrade the Production Environment
6.1
Overview
6.2
Pre-Upgrade Application and Technical Instructions for the A7.3, A8.1, A9.1, or A9.2 Production Environment
6.2.1
Payroll - A7.3 Customer
6.2.2
Run Integrity Reports
6.2.3
Accounts Payable
6.2.4
Contract Billing and Service Billing
6.2.5
Check for DDM Files
6.2.6
IBM Journaling
6.2.7
Database Audit Manager and Other Triggers
6.3
Delete Files
6.4
Sign on as JDEINSTAL to Access the Software Upgrade Menu
6.4.1
Set Up an Upgrade Plan for the Production Data Libraries
6.4.2
Stop JD Edwards World Subsystems
6.4.3
Sleeper (required)
6.4.4
Order Processing (If Installed)
6.4.5
Human Resources (If Installed)
6.4.6
Back Up Libraries
6.4.7
Be Sure Users are Not Accessing the Libraries You Want to Upgrade
6.5
Start the Upgrade and Track Progress
6.5.1
Start the Upgrade
6.5.2
Inquire on File Conversion Status
6.5.3
Change the QJDF Data Area in JDFOBJALT
6.6
Sign On as the Security Administrator User ID You Entered During the OUI Process
6.6.1
Create New Files
6.6.2
Update Your Applications
6.6.3
Run Special Application Jobs, and Perform Post Upgrade Tasks, Upgrade Reports
6.6.4
Change the JDEPROD Library List
6.6.5
Change the JD Edwards World System Values
6.7
Change the Security Administrator and JDE User Profiles
6.8
Rename the Production JDF Libraries
6.9
Rename the Alternate JDF Libraries
6.10
Sign On to the Production Environment
6.11
Start JD Edwards World Subsystems
6.11.1
Order Processing (If Installed)
6.11.2
Human Resources (If Installed)
6.11.3
Start the JD Edwards World Sleeper Subsystem
6.12
End the JD Edwards World Monitor
6.13
Activate Triggers
6.14
Update the Library Entries in Software Versions Repository
6.15
User Profiles
A
Control File Dependencies
A.1
Control File Sets
A.1.1
User Security
A.1.2
DREAM Writer
A.1.3
Data Dictionary
A.1.4
Vocabulary Overrides/Function Keys
A.1.5
User Defined Codes
A.1.6
Software Versions Repository
A.1.7
Generic Message/Rates Files
A.1.8
Menu Files
A.1.9
Generic Text Files
B
Upgrade Planner Screens
B.1
Plan the Upgrade Screen
B.2
Libraries for this Plan Screen
B.3
Merge Information Screen
B.4
Printer Information Screen
B.5
Advanced Options Screen
C
File Conversions
C.1
Scheduler Conversions
C.1.1
Scheduler Types
C.2
Main Conversions
C.3
JDEINSTAL Subsystem
C.4
JDEINSTAL Job Queues
C.5
File Conversion Job Queues
C.6
Disk Utilization - Work With Disk Status
C.7
CPU Utilization - Work With System Status
C.8
Summary
D
Change Decimal Character
D.1
Change the Decimal Character for the Category Table of Contents
Index
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