General Checklist and Considerations

You should review this section prior to beginning an upgrade to the production environment.

• Copying Central Objects, Object Librarian, and Packages

  You can copy Business Data, Control Tables, Central Objects from PY920 to PD920 using UBE R98403:

  XJDE0019 to copy Central Objects

  XJDE0021 to copy Business Data

  XJDE0022 to copy Control Tables

  Alternately, you can use the Oracle database program expdp to export data from the CRPDTA, CRPCTL, and PY920 environments. Then use the Oracle database program impdp to import that data to the PRODDTA, PRODCTL, and PD920 environments.

• Copy ESU History

  Run R9672 to copy ESU history. Be sure to change the Processing Options appropriately.

  Run R989861 to copy the Object Librarian Check-in records.

• Signon security

  You should turn off the Security Server when you are running the Installation Workbench. Otherwise, security issues may occur while the Installation Workbench is running. If you have changed the password for JDE in your Enterprise Server database you should sign into the Deployment Server using the correct password for the Enterprise Server. For example, JDE APPLES JDEPLAN. You should add any passwords that have changed since the initial install and which might be used during the upgrade process to the JDE.INI on the Deployment Server in the [DSPWD] section. For example:

  [DSPWD]
  JDE=APPLES
  PRODDTA=SNOOPY 
  

• Initial Tasks Workbench

  Most of the processes in the Initial Tasks Workbench will be marked as Duplicates and will not run again. The Release Master (B9800400) runs every time. If you are upgrading from Xe or ERP8, you will need to run the Media Objects conversion for your business data. You should edit the Upgrade plan to change the status of R8900165 to 30. When the workbench runs, it presents a confirmation window telling you this conversion has already run. You should click Cancel to force the process to run the conversion.

• Control Table Merge

  If you copied the Control Tables in the Environment Copy application, in that application you should modify the Advanced options for your environment to uncheck the Control Table Merges. If you already finalized the plan, you will need to re-finalize the plan for this change to take effect. Alternatively you can mark all the Control Table Merges as having run by changing their status to 60.

  The Upgrade plan will schedule the Table Conversions for your production data.

• Specifications Merge

  By default the Installation Planner will not schedule a Specifications Merge for your PD Upgrade plan. If you are upgrading any other environment, and have copied your Central Objects during Environment Copy, you should set the status of the Specifications Merge to 60 before running the Workbench.

• Log all JD Edwards EnterpriseOne users off

  Ensure that all JD Edwards EnterpriseOne users are logged off when running the Installation Workbench for the production upgrade.