Contents
1 Understanding JD Edwards EnterpriseOne
- Understanding This Guide
- Understanding Upgrade Types
- Understanding the Installation and Upgrade Process
- Considering Additional Factors
- Working With the Customer Checklist
- Environments Overview
- Language Process Overview
2 Before You Begin the Installation or Upgrade
- Using the Impact Analysis Tool to Determine the Impact of a Simplified Upgrade
- 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
- 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
- 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
- Pre-Installation Considerations and Requirements
- Local Oracle Database Considerations
- Installing the Local Oracle Database on the Deployment Server
- 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
- 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
- Platform Pack Process Flow
- Configuring the Enterprise Server Prior to Installing the Platform Pack
- Understanding the Oracle Installation
- Verifying Code Page Settings for Oracle
- Installing the Platform Pack
- Manually Running the Database Creation Scripts - Windows with Oracle
- Troubleshooting Platform Pack Installation
- Rerunning the Platform Pack Installer
- 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
- Working with Software Requirements
- Reviewing Installation Planner Processing Options
- 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
- Setting Up Environments
- Setting Up Environment Data Sources
- 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
- Enable Logging for UBEs
- Working with 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
- Configuring Your Locations
- Configuring Your Data Sources
- Configuring Your Environments
- Using Machine Workbench
- Understanding Control Table Merges
- 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
- Verifying the Table Conversion Process
- Deferring Index Builds During Table Conversion Workbench
- Understanding Obsolete Tables
- Understanding Specification Table Merges
- Using the Package Workbench
- Using Remote Location Workbench
- 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
- 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
- Setting Up a Printer and Default Output Location on the Enterprise Server
- 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
- 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 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
- Configuring for Use with Vertex Quantum Tax Applications
- Enabling CRM Functionality
- Enabling Verity Enhanced Search Capability
- Understanding Media Object Queues
11 Manual Table Conversions
12 Building and Testing Packages
- Understanding Packages
- Obtaining the JDK or JRE
- Installing Application Fixes
- Updating the System Path
- Reviewing Pre-Package Build Issues
- Reviewing Troubleshooting Tips
- Building an Alternate Language Package
- 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
15 Troubleshooting
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 HTML Web Server Information
- Entering Data Server Information
- Entering Shared Data Source Information
- Setting Up Environments
- Setting Up Environment Data Sources
- 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
- 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)
- Table and Index Creation (R98407)
- Environment Database Creation Report (R98403)
- Object Librarian Modifications Report (R9840D)
- Async Launch (R98405A)
- Report on Table Conversions (R984052)
- Object Specification Merge Report (R98700)
- 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
- 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
- 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
- Updating the InstallManager.htm File
- Deployment.inf and <Package_name>.inf