Contents

• Title and Copyright Information
• Preface

1 Understanding JD Edwards EnterpriseOne

• Understanding This Guide
• Understanding Upgrade Types
  • Traditional Upgrade
  • Simplified Upgrade
• Understanding the Installation and Upgrade Process
  • What Custom Modifications an Upgrade Preserves and Replaces
    • Interactive Application Rules
    • Report Rules
    • Application Text Changes
    • UBE Text Changes
    • Table Specification Rules
    • Control Table Rules
    • Business View Rules
    • Rules for Event Rules
    • Data Structure Rules
    • Business Function Rules
    • Versions
  • Understanding the Deployment Server Installation
  • Understanding the Platform Pack Installation
  • Understanding the Installation Planner
    • Managed Processes
    • Data Sources
    • Environment Setup
    • Control Table Merges
    • Table Conversions
    • Specification Table Merges
    • Package Workbench
  • Understanding Installation Workbench
  • Understanding the Development Client Installation
• Considering Additional Factors
  • Accessing Certifications
  • Understanding Machine Names
  • Using Support
  • Understanding Documentation Conventions
    • Documentation Updates
    • Tips
    • Fonts and Type Styles
• Working With the Customer Checklist
• Environments Overview
  • Understanding Environments
  • Planner Environment
    • Planner Pathcode
    • Planner Database
  • Pristine Environment
  • Deployment Environment
  • Development Environment
  • Prototype Environment
  • Production Environment
  • Additional Considerations
    • Cluster Software Options
    • Web-Based Options
  • Release History
• Language Process Overview
  • Language Architecture
    • Base Language
    • Alternate Language Components
    • Language Preference Codes
  • Database Character Set and Code Page Considerations
    • Unicode
    • Code Page Settings
      • Oracle Code Page Settings
      • Development Clients and Deployment Server
  • National Language Support
    • Single-Byte and Double-Byte Considerations
    • Font Considerations
    • User Display Preferences

2 Before You Begin the Installation or Upgrade

• Using the Impact Analysis Tool to Determine the Impact of a Simplified Upgrade
  • Understanding and Obtaining the Manifest
  • Using the Simplified Upgrade Impact Analysis Program (P96711)
  • Processing Options for the Impact Analysis Report (R96711)
  • Understanding the Impact Analysis Report (R96711)
    • Object Analysis Characteristics
    • Running the Impact Analysis Report (R96711)
• Preparing to Upgrade to the 32-bit Version of Release 9.2
• Technical Considerations for Applications Upgrade to a 64-bit version of 9.2
  • Upgrade from Xe or ERP8.0
  • Upgrade from 8.9, 8.10, or 8.11
  • Upgrade from 8.12
  • Upgrade from 9.0 or 9.1
  • Table Conversion Considerations for All From Releases
• Preparing the Prototype Environment
• Preparing the Development Environment
• Preparing the DB2 for Linux, UNIX, and Windows Database for Table Conversions
• Checking Modification and Merge Flags
• Refreshing and Verifying Data
  • Refreshing the Business Data
  • Refreshing the Control Tables
  • Verifying Custom Changes in Master Control Tables
  • Backing Up the Servers and Databases
    • Backing up the Deployment Server
    • Backing Up the Enterprise Server
    • Backing Up the Oracle Databases
  • Working with Purge Tables
  • Working with Accounts Payable Processing
• Verifying Software and Hardware Requirements
• Verifying the Disk Space Requirements
• Cleaning Up Disk Space on the Servers
• Applying Microsoft Product Updates

3 Working with the Deployment Server

• Understanding the Deployment Server
  • Overview of the Deployment Server
  • Installation Process Flow
  • Understanding Destination Paths
• Pre-Installation Considerations and Requirements
  • Local Oracle Database Considerations
    • EnterpriseOne Oracle Database Import/Export Application P96717
    • Best Practices for Oracle Database Performance
  • Installing the Local Oracle Database on the Deployment Server
    • Oracle Database 12c Considerations
      • Prerequisites to Running the OEE12Setup.exe Program
      • Specifying the Oracle Home User and Oracle Base Directory
      • Manually Creating Oracle Home User
    • Using InstallManager to Install a Local Database
    • Running OEE12Setup.exe from the Command Line
      • Locating and Running the OEE12Setup.exe Program from the Command Line
      • Use an OEE12Setup.exe Command Line Switch to Change the Default Installation Directory
      • Use an OEE12Setup.exe Command Line Switch to Set the System Password
      • Use an OEE12Setup.exe Command Line Switch to Install as the Built-in User
  • Installing a 32-Bit Oracle Database Client
  • Working with Microsoft Windows Visual Studio and Windows SDK
  • Microsoft Windows Internet Protocol Version 4 (IPv4)
  • Install the Java Runtime Engine (JRE)
  • Working with JDBC Drivers on the Deployment Server
    • Obtaining the JDBC Drivers
    • Copying the JDBC Drivers to the Deployment Server
• Install the Deployment Server using the Oracle Universal Installer (OUI)
  • Obtaining and Preparing the Deployment Server Install Image
  • Prerequisites
  • Working With the OUI Installer to Install the Deployment Server
    • Understanding the Deployment Server Installer
    • Understanding EnterpriseOne Files Location
    • Before Launching the Deployment Server Installer
    • Running the JD Edwards EnterpriseOne Deployment Server Installer
    • Updating the Enterprise Server Port Number in the jas.ini File
    • Examine the Local Database Installer Logs
• Generate a Site Key
• Adding Additional Environments (Rerunning the Deployment Server Installer)
• Using Server Manager to Install the Tools Release
• Installing the Latest Planner Update and Running the Special Instructions
• Troubleshooting Deployment Server Installation

4 Working with the Platform Pack

• Understanding the Platform Pack
• Prerequisites to Running the Platform Pack
  • Working with Microsoft Windows Visual Studio and Windows SDK
  • Install the Java Runtime Engine (JRE)
• Platform Pack Process Flow
• Configuring the Enterprise Server Prior to Installing the Platform Pack
  • Setting Up NLS_LANG Parameter for Oracle
  • Setting Up and Verifying the Hosts File
• Understanding the Oracle Installation
  • Prerequisites for the Oracle Database Installation
  • Pluggable Databases in Oracle 12cR1 and Higher
• Verifying Code Page Settings for Oracle
• Installing the Platform Pack
  • Running the Platform Pack Installer
  • Verifying the Platform Pack Log File
• Manually Running the Database Creation Scripts - Windows with Oracle
• Troubleshooting Platform Pack Installation
  • Development Environment Warning
  • Warning - Database Server Name Does Not Match
• Rerunning the Platform Pack Installer
  • Enterprise Server
  • Database Server
• Installing the Latest Tools Release to the Enterprise Server
• Working with Database Security

5 Working with the Installation Planner for an Upgrade

• Understanding the Planner Process for Upgrades
  • Assumptions about Mandatory Pre-Upgrade Process
  • Mandatory Pre-Upgrade Process - Upgrading the Pristine Environment
  • Running Table Conversions Locally
  • Deferring Index Builds
• Working with Software Requirements
• Reviewing Installation Planner Processing Options
  • Assumptions About Reviewing Installation Planner Processing Options
  • Accessing Processing Options
  • Choosing Processing Option Values
    • Specifying the Prompt Mode
    • Specifying the Process Mode
    • Specifying the Default Mode
    • Verifying Status Change Values Have Not Changed
    • Specifying Plan Completion Processes
    • Replication Options (Obsolete)
• Running the Installation Planner for an Upgrade
  • Starting Installation Planner
  • Entering a Plan Description
  • Entering Location Information
  • Entering Deployment Server Information
  • Entering Enterprise Server Information
  • Enter Data Source Information for Server Map
  • Entering HTML Web Server Information
  • Entering Data Server Information
  • Entering Shared Data Source Information
    • Specifying (Custom or Default) Shared Data Source setup information
    • Verifying the Data Source for Data Dictionary
    • Verifying the Object Librarian Data Source
    • Verifying the System Data Source
  • Setting Up Environments
    • Selecting an Environment
    • Specifying Environment Data Load Parameters
    • Verifying Advanced Parameters
    • Selecting Languages (optional)
  • Setting Up Environment Data Sources
    • Selecting an Environment Data Source Setup Option
    • Setting Up the Data Source for Business Data
    • Setting Up the Data Source for Central Objects
    • Setting Up the Data Source for Control Tables
    • Verifying the Data Dictionary Data Source
    • Verifying the Data Source for Versions
  • Adding a Remote Location
  • Finalizing the Installation Plan
  • Concluding the Validation Planner Report
• Deleting Machines from an Installation Plan
• Verify and Configure Data Source for Previous Release

6 Working With Installation Workbench

• Understanding Workbench Components
  • Verifying the Network Share on the Deployment Server
  • Loading Data (Demo Data and Production Data)
  • Creating the Job Queue
  • Deferring Indexes for Table Conversion Workbench
• Enable Logging for UBEs
• Working with Unattended Workbench Mode
  • Selecting Attended or Unattended Workbench Mode
  • Setting a Task Break in Unattended Workbench Mode
• Solution Explorer
• Changing the Status of the Control Table Workbench Tasks
• Verify and Update P98MOQUE Settings
• Starting Installation Workbench
• Working With Initial Tasks Workbench
  • Using Initial Tasks Workbench
  • Changing the Status of Initial Tasks Workbench
• Configuring Your Locations
• Configuring Your Data Sources
• Configuring Your Environments
• Using Machine Workbench
• Understanding Control Table Merges
  • Language Installation
  • Configuring Control Tables
• Understanding Table Conversions
  • Running Table Conversions
  • Table Conversion Workbench Architecture
  • Configuring Table Conversions to Run on the Enterprise Server
    • Table Conversion Schedule
    • Upgrade Plan Definition
    • Select Enterprise Server and Maximum Jobs On Select Environments - Advanced Exit
    • Configuring Queues
    • Starting Table Conversions
    • Monitoring Table Conversions
    • Working With Table Conversion Log Files
    • Stopping Table Conversions
    • Restarting Installation Workbench
    • Troubleshooting Table Conversions
      • General Problems
  • Verifying the Table Conversion Process
    • Understanding Table Conversion Dependencies
    • Verifying Table Conversions
    • Understanding Table Format Verification
      • Verifying Table Formats
    • Understanding UDO Table Conversions
    • Verifying Table Formats in Oracle
    • Altering the Oracle Database Rollback Segment
    • Rerunning Table Conversion Programs
  • Deferring Index Builds During Table Conversion Workbench
• Understanding Obsolete Tables
  • System Code 88 Obsolete Tables
  • System Code 89 Obsoleted Tables
• Understanding Specification Table Merges
  • Merging Specification Tables
  • Restarting the Specification Merge
• Using the Package Workbench
• Using Remote Location Workbench
  • Configuring Remote Locations
• Finishing Installation Workbench
• Updating Oracle Database Statistics
• Disabling Table Access for Prior Releases

7 Working With the Enterprise Server

• Installing a 32-bit Database Client
• Using Visual Studio 2013 with Oracle JD Edwards EnterpriseOne
  • Install Microsoft Visual Studio 2013
  • Install Windows Software Development Kit for Windows 8.1
  • Use Server Manager to Modify the JDE.INI File
• Verifying the Enterprise Server Installation Using PORTTEST
• Starting Network Services on the Enterprise Server
• Stopping Network Services on the Enterprise Server
• Working with OCM Generation
  • Understanding OCM Mappings
  • Understanding Data Source Setup
  • Understanding OCM Creation
    • Understanding Database Data Sources
    • Understanding Logic Data Sources
  • Understanding OCM Customization
    • Understanding Data Classes
    • Creating a New Data Class
    • Modifying the Data Source Template
    • Associating Table Data Classes
• Setting Up a Printer and Default Output Location on the Enterprise Server
  • Adding a New Printer
  • Defining a Default Printer
  • Defining a Default Output Location (Tools Release 9.2.1)
• Enabling Multiple Concurrent Table Conversions

8 Installing the Development Clients for Developers and System Administrators

• Understanding Development Client Installation
• Preparing for Development Client Installation
• Working With Development Client Installation
  • Creating a Desktop Shortcut
  • Using a Shared Drive
  • Understanding Third-Party Products
• Understanding User Profiles and Languages

9 Performing Merges

• Working with Control Table Merges
  • Working with Customer Base Merges
  • Working with Language-Specific Table Merges
  • Working with Data Dictionary Merge
  • Work with Solution Explorer Merge
  • Working with UDC Merge
  • Working with Favorites Merge
  • Working with Report Director Templates Merge
  • Working with Tips of the Day Merge
  • Working with Workflow Merge
• Working with Specification Merges
• Working with Object Librarian Merge
• Working with Versions List Merge
• Working with Central Objects Merge
• Working with Update Language Text Merge

10 Performing Post Installation and Upgrade Tasks

• Working With Signon Security and Table Creation Security
  • Setting Up Signon Security
  • Adding a Security Override for Running Package Build
  • Enabling Server-Side Signon Security
  • Enabling Client-Side Signon Security
  • Setting Up Single Sign-on
• Setting Up Microsoft Windows Security on Directories
  • Setting Security on the Pathcode Directory
  • Setting Security on the Database Directory
  • Setting Security on the Data Dictionary Directory
  • Setting Security on the Helps Directory
  • Setting Security on the Media Object Directory
  • Setting Security on the Planner Directory
  • Setting Security on the Print Queue Directory
  • Setting Security on the System Directory
• Using the Adobe SVG Viewer on Web Clients
• Setting Up Solution Explorer
  • Setting Up Solution Explorer HTML Documentation Path
  • Setting Up the Home Page for Solution Explorer
• Configuring for Use with Vertex Quantum Tax Applications
  • Adding Vertex Quantum Directory Information to the Microsoft Windows Server Path
  • Configuring the Database Connections for Vertex Quantum Tax Applications
  • Mapping Objects to the Enterprise Server
  • Testing the Vertex Quantum Connection from
• Enabling CRM Functionality
  • Enabling CRM on the CRM Mobile Client
  • Enabling CRM on the Enterprise Server
• Enabling Verity Enhanced Search Capability
• Understanding Media Object Queues
  • Overview
  • Modifying Media Object Queues
  • Specifying the Help Location Used by the Web Client and Development Client

11 Manual Table Conversions

• Running Post Installation Tasks
  • Upgrading from XE \ ERP 8.0
  • Upgrading from 8.9 or Below
  • Upgrading from 8.10 or Below
  • Upgrading from 8.11 or Below
  • Upgrading from 8.11 SP1 or Below
  • Upgrading from 8.12 or Below
  • Upgrading from 9.0 or Below
  • Upgrading from 9.1 or Below
  • Processing Options for R31P40039

12 Building and Testing Packages

• Understanding Packages
• Obtaining the JDK or JRE
• Installing Application Fixes
• Updating the System Path
• Reviewing Pre-Package Build Issues
  • Verifying Available Space in DBMS
  • Verifying Specific UBEs are Mapped Locally
  • Verifying the Server-Side Settings
  • Configuring the Enterprise Server for Simultaneous Builds
  • Adding a Security Override for Running Package Build
  • Verifying UNICODE Settings When Upgrading From Xe
• Reviewing Troubleshooting Tips
• Building an Alternate Language Package
  • Package Build Considerations
  • Package Deployment Considerations
• Assembling a Package that Contains Published Business Services

13 Upgrading the Production Environment

• Understanding the Upgrade of the Production Environment
• General Checklist and Considerations
• Adding Security Overrides
• Setting Up an Upgrade Plan for the Production Environment
• Taking the Production Environment Offline
• Running the Installation Plan for the Production Environment
• Testing the Production Package
• Bringing the Production Environment Online

14 Retrofitting Custom Modifications

• Overview
• Retrofitting Custom Modifications
• Using JD Edwards Compare and Merge Tools
  • Using the Application Configuration Analyzer
  • Using the Customization Object Analyzer
  • JD Edwards Visual Compare for UDC Descriptions and Glossary Tool
  • JD Edwards EnterpriseOne FDA Compare
  • JD Edwards EnterpriseOne ER Compare

15 Troubleshooting

• Using the PORTTEST Checklist
• Resolving Data Errors
• Planner Update Special Instructions

16 Performing a Data-Only Traditional Upgrade

• Pre-Upgrade Procedures
• Installing the Deployment Server
• Planning the Upgrade
• Running Installation Workbench
• Custom Modifications and Packages
• Upgrading the Production Environment

17 Creating a Remote Installation Plan

• Understanding Remote Installation Plans
• Starting Installation Planner
• Entering Information in Installation Planner
• Entering Plan Location Information
• Entering Deployment Server Information
• Entering Enterprise Server Information
• Enter Data Source Information for Server Map
• Entering Information
• Entering Data Server Information
• Replicating Information to Remote Locations
• Entering Shared Data Source Information
• Setting Up Environments
• Verifying Advanced Parameters
• Setting Up Data Sources for Environment
• Remote Location Packages
• Finalizing the Installation Plan
• Concluding the Planner Validation Report

18 Adding a Server to an Existing Configuration

• Assumptions about Adding a Server to an Existing Installation Plan
• Starting Installation Planner
• Entering a Plan Description
• Entering a Plan Location
• Selecting Additional Server Types
• Entering Deployment Server Information
• Specifying an Enterprise Server
  • Entering Enterprise Server Information
  • Entering Enterprise Server Data Source Information
    • Specifying Custom or Default Data Source Information
    • Verifying Custom Server Map Data Source Information
    • Adding another Enterprise Server
• Entering HTML Web Server Information
• Entering Data Server Information
• Entering Shared Data Source Information
  • Specifying (Custom or Default) Shared Data Source Setup Information
  • Verifying the Data Source for Data Dictionary
  • Verifying the Object Librarian Data Source
  • Verifying the System Data Source
• Setting Up Environments
  • Selecting an Environment
  • Specifying Environment Data Load Parameters
  • Verifying Advanced Parameters
  • Selecting Languages
• Setting Up Environment Data Sources
  • Selecting an Environment Data Source Setup Option
  • Setting Up the Data Source for Business Data
  • Setting Up the Data Source for Central Objects
  • Setting Up the Data Source for Control Tables
  • Verifying the Data Source for Versions
• Finalizing the Installation Plan
• Concluding the Validation Planner Report
• Configuring Additional Servers

19 Creating a Language-Only Installation Plan

• Understanding Language-Only Installation Plans
• Reviewing Requirements for a Language Installation
• Installing Languages on the Deployment Server
• Running Installation Planner
  • Accessing Installation Planner
  • Entering Information into Installation Planner
  • Selecting Custom or Default Parameters
  • Selecting an Environment
• Selecting a Language
• Running Installation Workbench
• Verifying Enterprise Server Requirements
• Verifying Development Client Requirements
• Completing the Language Installation
• Building and Deploying Alternate Language Packages

20 Installing Languages Using Change Assistant on JD Edwards EnterpriseOne

• Understanding Language Installs through Change Assistant
• Naming Convention for Installation Plans and Package Builds
• Reviewing Requirements for a Language Installation
• Installing Languages on the Deployment Server

21 Understanding Data Source Charts

• Business Data
• Central Objects
• Control Tables
• Data Dictionary
• Logic
• Object Librarian
• Language
• Local
• Server Map
• System
• Versions

22 Major Technical Tables

23 Working with Reports

• Installation Planner Validation Report (R9840B)
  • Setting Processing Options
  • How to Read the Report
• Table and Index Creation (R98407)
• Environment Database Creation Report (R98403)
  • Setting Processing Options
    • Version XJDE0001 for Installations and Upgrades
    • Version XJDE0004 for Updates
    • Version XJDE0024 for Running Pristine Data
    • How to Read the Report
    • Errors and How to Resolve Them
• Object Librarian Modifications Report (R9840D)
• Async Launch (R98405A)
• Report on Table Conversions (R984052)
  • How to Read the Report
• Object Specification Merge Report (R98700)
  • Processing Options
  • How to Read the Report
  • Errors and How to Resolve Them
    • Modifying the Merge Status of an Object
  • Compare Tables and Indexes Against Central Objects or TAM Specifications (R9698711)
  • UDC Merge Report, Data Dictionary Merge Report, and Menu Merge Report
    • Setting Processing Options
      • UDC Merge and Exception Report and Data Dictionary Merge and Exception Report
      • Menu Merge and Exception Report
    • How to Read the Report
    • Errors and How to Resolve Them
• Index Recreation (R9698713)
• Pathcode Copy (R9800942)

24 Uninstalling the Software

• Understanding the Uninstallation
• Uninstalling the Software from the Development Clients
• Uninstalling the Local OEE from the Deployment Server
• Manual Cleanup of a Uninstalled Oracle Database on the Deployment Server
• Using the OUI Installer to Uninstall JD Edwards EnterpriseOne from the Deployment Server
• Dropping Oracle Tablespaces and Indexes
• Removing Database Users for Oracle
• Uninstalling the Platform Pack

25 Appendix A - Understanding JD Edwards Environments and their Relationship with the Database

26 Appendix B - Troubleshooting the Deployment Server Installation

• Verify Local Planner Tablespaces are Not Attached
• Oracle Database Installer Logs
• Configuration Files
• Path Code Master (F00942)
• Oracle Enterprise Edition
  • File Locations
    • Oracle Installation Directory
    • OEE Logs
    • tnsnames.ora
  • Rebooting the Deployment Server
  • EnterpriseOne Access to the Local Oracle Database
  • Process Explorer
  • Verifying the Local Oracle Database Installation
  • Deployment Server Installation Problems
  • Runtime Problems
    • Jde.log shows ORA-12541: TNS:no listener
    • 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
    • tnsnames.ora
  • Administering the Local Oracle Database Using SQL Plus
  • Understanding the ReconfigureDB.exe Program
  • Encrypting and Decrypting the Password of the Local Database
  • Import and Export Tablespaces to the Local Oracle Database
    • Import Tablespace Script (attach_planner.bat)
    • Export Tablespace Script (detach_planner.bat)
  • Updating the InstallManager.htm File
  • Deployment.inf and <Package_name>.inf