2 Installing and Configuring UX One

This chapter contains the following topics:

2.1 Prerequisites

Before installing and configuring UX One, perform these prerequisites.

2.2 Installing UX One Content

The UX One updates consist of ESUs, ADF components, and UDO components. You need to install all of these UX One components for UX One to function properly.

You can find these components for UX One on the Oracle Software Delivery Cloud (OSDC) or by using the Change Assistant query "UX One - All" located under Search for Packages/JD Edwards/Electronic Software Updates/9.2.

These updates include:

2.2.1 Data Packs for UX One

UX One landing page components are configured to work with certain roles and demo data. The "UX One" query in Change Assistant includes two data packs:

  • Data Pack 1: UX One Security Roles. This data pack contains 50+ pre-configured user roles and the associated UDO view security records. The role names end with "JDE" to distinguish them from any roles that you have created. If you install this data pack, UDO view security is automatically enabled for the UX One UDOs. When you assign users to the applicable roles, the UX One landing pages and associated UDOs become available for them to use. If you do not install this data pack, you will need to set up UDO view security for each of the UX One composed pages and associated UDOs.

  • Data Pack 2: Demo Data. This data pack contains demo data and should not be installed into any environment that contains your test or business data because it will overwrite that data. The purpose of the demo data is to provide data that works with the delivered queries to show the analytic components on the UX One landing pages.

For more information on the data packs, please refer to the overview document, included with the data pack, that describes how to deploy these data packs to your environment.

2.2.2 UX One Developer Environment and Examples

If you would like to customize the UX One content, you can download the "E1JETDeveloper_EnvironmentAndExamples" UDO zip file. You can find it by using the "UX One - All" query in Change Assistant.

2.2.3 Importing UX One Content

The following instructions, beginning with step 3, also apply to importing a zip file that you have created or customized.

To import UX One content:

  1. In Change Assistant, open Search for Packages, JD Edwards, Electronic Software Updates, and then 9.2, in the tree structure. Select the "UX One - All" query and select Search on the Advanced Search tab to find the UX One updates described above.

  2. Use Change Assistant to download and deploy the files.

    For more information, see "Using Change Assistant" in the JD Edwards EnterpriseOne Tools Software Updates Guide

  3. In JD Edwards EnterpriseOne, navigate to Web OMW (P98220W).

  4. Select Import from the Form menu.

  5. Find and select the UX One zip file that you downloaded.

  6. Click Load.

  7. When the zip file is imported, it appears as a project with status 11, New Pending Project Review. At this point the imported UX One contents are at a status of 07, Pending Promote.

  8. You must use the Approve/Share option from P98220U or P98220W in order to make the UDOs available to users.

    The Approve/Share action extracts the data and artifacts from the zip repository and loads the runtime tables and target locations.

    In addition, the project can be advanced with Transfer Activity Rules to transfer the UDO to other path codes. An Approve/Share must be performed by signing into the transfer environment.

For more information on transferring UDOs, see JD Edwards EnterpriseOne Tools Object Management Workbench for the Web Guide.

For more information on approving UDOs, see JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

2.3 View Dependencies (Release 9.2.3)

The UX One updates consist of many UDO components. View Dependencies enables you to identify all the dependent objects that are required to set up and implement a UX One role.

You can view detailed information of the object dependencies for Watchlist, Composite Application Framework (CafeOne), and Composite Page UDOs. You can also export the object dependency information to Microsoft Excel, a Comma Separated Values file, or to clipboard.

For more information, see "View Dependencies at Project Level" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

2.4 Menu Indexing for Springboard

A Springboard Pane consists of a collection of tasks available to a role. The tasks launched from the Springboard Pane can be EnterpriseOne applications, batch programs, ADF applications, and One View Reports. When you launch a task item from the Springboard Pane, the system opens the associated application in a separate frame and launches a springboard at the top of the form. The Springboard Pane uses menu indexing to determine the correct set of task items to be displayed for a role. Menu indexing is supported by the following two tables:

  • Item Detail (F90012): This table is the key to menu indexing. For each logged in role, the system traverses all the menu tree nodes, filters all the tasks assigned a certain role (Menu Filtering), and updates the Item Detail table (F90012).

  • Task Index Status (F90013): The Task Index Status table (F90013) stores the status of the task build requests and triggers record generation in the Item Detail table (F90012).

Menu indexing occurs in two different ways:

  • When a user or role logs into JD Edwards EnterpriseOne, a menu index build occurs automatically.

  • You can use the Work with Task Index Builds application (P90013) to interact with the Task Index Status table to build the task index for roles or tasks in the Item Detail table.

It is recommended that you manually build the task index after installing the UX One content. For more information, see "Working with Task Index Builds" in the JD Edwards EnterpriseOne Tools Foundation Guide.

2.5 Setting Up User Roles

UX One is delivered with pre-configured user roles and associated security records. If you would like to run the UX One components with the delivered demo data, you need to perform the steps in this section to set up these roles.

Note:

This section only applies if you have installed the appropriate data packs.

2.5.1 User Roles Overview

User roles and associated security settings are delivered with EnterpriseOne UX One. You should review these roles to see if they meet your organization's needs, update them as appropriate, and assign environments and individual users to the roles.

To review the user roles, go to P0092 to access the User Profiles application.

On the Work With User/Role Profiles form, select the Roles Only option, click Find, select a role in the grid, and then click Select.

For more information on user roles, see "Setting Up Roles" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

2.5.2 Adding an Environment to a Role

Use the Work With User/Role Profiles form to assign one or more environments to a role. When a user signs in to JD Edwards EnterpriseOne, the Environment Chooser and Role Chooser present each user with a list of valid roles and environments.

For more information on assigning environments, see "Adding an Environment to a Role" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

2.5.3 Creating Role Relationships

In order to use the roles delivered with EnterpriseOne UX One, you must associate users with them. You may also want to review and update the security associated with the role to provide the appropriate level of access to EnterpriseOne functions for your organization. You can assign more than one user to a role, or you can assign more than one role to a user. To establish a role relationship, you use the Role Relationships application (P95921), which enables you to add, remove, or revise a role relationship for a user.

For more detailed instructions, see "Setting Up a Role Relationship" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

Note:

All UX One roles are delivered with pre-defined Role Sequence numbers. It is recommended to not include these roles in *All option when setting up the role relationship. Selecting Include in *ALL can cause issues in determining the role hierarchy, if there is an issue with the collision of sequence numbers with other roles in the system. However, if Include in *ALL must be selected and a collision occurs, you have the option to manually override the role sequence numbers.

2.5.4 Copying User Roles

You can copy the role relationship records of one user to another from Role Relationships (P95921). You can either copy and add the records, which means that EnterpriseOne adds the copied records to the user's existing records; or you can copy and replace the records, which means that the copied records replace the user's existing records.

If you would like to copy any of the delivered roles, see "Copying User Roles" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

2.6 User Defined Object (UDO) Security

UX One roles use a variety of UDOs, which enable end users to work smarter and more efficiently. These UDOs include Composed EnterpriseOne Pages, Springboards, Watchlists, queries, and One View reports, among others.

UX One pages contain a Springboard Pane that displays only those task items for which a role has permissions. Menu indexing determines the correct set of task items to be displayed for a role in the Springboard Pane. An administrator must rebuild the task index anytime the roles or tasks change.

For more information, see "Working with Task Index Builds" in the JD Edwards EnterpriseOne Tools Foundation Guide.

2.6.1 UDO Contents

As an administrator, you can view all of the UDO contents delivered with UX One in the User Defined Object Administration application (P98220U).

To view the UDOs, see "Previewing UDOs" in the JD Edwards EnterpriseOne Tools Using and Approving User Defined Objects Guide.

2.6.2 UDO Security

EnterpriseOne UX One is delivered with UDO security specific to the delivered roles. You can review these security records in P00950, where you can look up a particular role and see everything assigned to it. You can also copy the UDO view security from a delivered role to another role, or set up view security by specific user instead of role.

For more information, see "Managing Security for User Defined Objects" in the JD Edwards EnterpriseOne Tools Security Administration Guide.

If you want a particular component to show up in the tab strip in EnterpriseOne as its own individual tab, you can set up view security at the component level.

2.7 Enabling AIS Cache Responses (Release 9.2.1.4)

You can enable the AIS Server to cache responses of service requests for the analytic components on a UX One page. This enables the system to retrieve the data for the charts from the cache, thereby improving the system's performance by loading the chart data quickly.

For more information, see "Enabling Service Request Response Caching" in the JD Edwards EnterpriseOne Application Interface Services Server Reference Guide.