Before You Begin

This 20-minute OBE shows you how to review and apply text updates for User Defined Codes (UDCs) and Data Dictionary Glossaries, using the web client.

The Manage Special Instructions application (P964720W) enables you compare the existing UDC value and Data Dictionary Glossary text existing in your system with the proposed changes that are included in the software update.

In this OBE, you will:

• Download an ESU with special instructions from the Oracle JD Edwards Update Center.
• Import the ESU using the web client.
• Apply UDCs and DD Glossaries changes to the staging environment.
• Deploy the ESU with special instructions edits to the target environment, all deployed target environments, and to a specific deployed target environment.

Background

Starting with Tools Release 9.2.8, you can use the Manage Special Instructions application (P964720W) on the web client to do a side-by-side comparison of the new and old text values, review, and choose whether to accept the changes.

Note: When you upload an ESU containing special instructions changes through web deployment into the update repository, the system automatically imports Manual Special Instructions (MSI) XML from the package into the staging area.

Downloading an ESU with Special Instructions from the Update Center

To download an Electronic Software Update file (ESU) from the Update Center:

1. Access the Oracle JD Edwards Update Center.
2. In the Search section, enter the ESU name in the Search for Name field and click Search.

   

   OR
   Set these criteria:

   1. In the Type field, select Electronic Software Updates.
   2. In the Release field, select 9.2.
   3. In the Platform field, select Multi-platform.
   4. Click Search.

   

3. Review the search results.
4. Click the download icon to download the ESU with special instructions to your Download Basket.

   

5. Click Items link in the Download Basket section and click the download icon corresponding to the ESU you downloaded.

   

Importing the ESU to EnterpriseOne Using the Web Client

To import the ESU using the web client:

1. Sign in to EnterpriseOne on the web client.
2. From the Software Updates menu (GH9612), select the Work with Software Update application (P96470W) OR click Software Updates on the Update Manager process page.

   

3. Select the Form exit and click Import.

   

4. Click Choose File and access the downloaded file. Only one ESU can be imported at a time.

   

5. Click Load. The file is uploaded to the system. The Work with Software Update (P96470W) form refreshes with the new ESU in the grid and the deployment process is initiated.

   

   

6. The system then populates the Software Update Status window on the screen which displays a visual of the deployment status highlighting the current deployment step and the percentage of update remaining. When the deployment process is 38% complete, the ESU is loaded and is ready for deployment.

   

   Note: If the Software Update Status window does not appear, select Software Update Status History from the Layout drop-down menu.
   
7. When the deployment process in 38% complete, click Find.

   

8. The Special Instructions icon appears in the grid for the corresponding ESU. Click the Special Instructions icon to access the Manage Special Instructions form.

   

Applying UDC and DD Glossary Changes to the Staging Environment

To apply UDC and DD Glossary changes to the staging environment:

1. From the Software Updates menu (GH9612), select Work with Software Update application (P96470W). The Work with Software Updates form is displayed.
2. Click Find.

   

3. In the records grid, click the Special Instructions icon in the row corresponding to the ESU that you imported.

   

   The Manage Special Instructions form is displayed. The JDEP920 staging environment is created with the record of the ESU. The Manual Instructions, User Defined Codes, and Glossaries from the selected ESU package are displayed in the corresponding tabs, in the lower pane of the Manage Special Instructions form.

   

4. To make staged edits for UDCs in the staging environment (JDEP920):
1. Click the User Defined Codes tab. The available UDCs are listed by product code in the grid with their status set to Not Applied .

   

2. Review and set the Status of each of the required UDCs to Applied . These changes will be applied automatically during the deployment process.
   Note: To skip applying a UDC, set the status of the UDC to Skipped.
   

   

5. To make staged edits for glossaries in the staging environment (JDEP920):
1. Click the Glossaries tab. The available glossaries are listed by product code in the grid with their status set to Not Applied .

   

2. Review and set the Status of each of the required glossaries to Applied . These changes will be applied automatically during the deployment process.

   

   Note: To skip applying a UDC, set the status of the UDC to Skipped.
   
6. Click Close to return to the Work With Software Updates form.

Deploying the ESU with Special Instructions Edits to the Target Environment

After making edits to the UDCs and DD Glossary items, deploy the ESU to apply the changes.

1. In the Work With Software Updates form (P96470W), select the ESU and click Row Exit, Deploy.

   

2. In the Software Update Environment Selection form, select the target environment.

   

3. If you have made staging edits detailed in the Applying UDC and DD Glossary Changes to the Environment section above and only want those changes to be deployed, deselect the Automate Special Instructions option.
   Note: To apply all the special instructions from JD Edwards, select the Automate Special Instructions option.

   

4. Click OK. The system initiates the deployment process. The Software Updates Status pane on the Work With Software Updates form shows the percentage of progress. On completion of deployment, the 100% completion status is displayed.

   

5. After the deployment is completed, click the Special Instruction icon corresponding to the staging environment JDEP920, in the records grid.

   

6. The Manage Special Instruction form displays the ESU with the target environment PS920 in the Records grid. The Status of the target environment is set to Applied .
   

   

7. Select the target environment (example PS920) in the grid and review the UDC and DD Glossary changes in the lower pane of the form.

   

1. To review the applied UDCs, click the User Defined Codes tab.

   

2. Select Display All Statuses option to view all the UDCs. The status of the applied UDCs is replaced with a check mark in the grid.

   

3. To review the applied DD glossaries, click the Glossaries tab.

   

4. Select Display All Statuses option to view all the glossaries. The status of the applied glossaries is replaced with a check mark in the grid.

   

8. To apply special instruction changes after deployment to all the deployed target environments:
1. Select the staging environment JDEP920 in the Manage Special Instructions form.

   

2. In the User Defined Codes tab, edit the status of the UDCs as required.

   

3. Click Apply to all target environments (Save icon) in the User Defined Codes tab.

   

4. In the Glossaries tab, edit the status of the DD glossary items as required.

   

5. Click Apply to all target environments (Save icon) in the Glossaries tab.

   

Note: When the Apply to all target environments option is selected, the system evaluates the status at these levels:

• The status set for the UDC and DD Glossary items in the staging environment.
• The status of the target environment.
• The status set for the UDC and Glossary items in the target environment.

  The skip status set in any of these evaluation levels takes precedence during processing.

9. To apply special instructions edits to a deployed target environment:
1. Select the target environment (example PS920) in the Manage Special Instructions records grid.

   

2. Click the Status of the selected target environment to unlock the editing status from Applied to Not Applied.

   

3. In the User Defined Codes tab, click the Status of the UDCs to make changes as required.

   

4. Click Apply (Save icon) in the User Defined Codes tab to apply the UDC changes to the selected target environment (PS920).

   

5. In the Glossaries tab, click the Status of the glossary items to make changes as required.

   

6. Click Apply (Save icon) in the Glossaries tab to apply the DD Glossaries changes to the selected target environment (PS920).

   

10. Click OK.

Want to Learn More?

• See “Managing Special Instructions” in the JD Edwards EnterpriseOne Tools Software Updates Guide.