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  • 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
          • 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, Windows, and UNIX Database for Table Conversions
      • Reconfigure Memory Allocations
      • Verifying Required Database Settings
        • Determine Existing Database Settings
        • Increasing the LOCKLIST Size
        • Increasing the DBHEAP Size
        • Increasing the CATALOGCACHE_SZ
        • Turning Off Statement Statistics
        • Restarting the Database
      • Verifying Tablespace Size
      • Ensuring Proper Rights are Assigned to the Enterprise Server Account for DB2 for Linux, Windows, and UNIX
      • Adjusting Table Sizes
        • Control Tables
        • Business Data Tables
    • 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
    • Cataloging for DB2 for Linux, UNIX, and Windows
    • 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
    • Configure Connections using Transport Layer Security (TLS) on the JDEdwards EnterpriseOne Deployment Server
    • Troubleshooting Deployment Server Installation
  • 4 Working with the Platform Pack
    • Understanding the Platform Pack
    • Prerequisites to Running the Platform Pack
      • Install the Java Runtime Engine (JRE)
    • Platform Pack Process Flow
    • Understanding System Account Security for DB2 for Linux, UNIX, and Windows Databases
    • Troubleshooting DB2 for Linux, UNIX, and Windows 9.7 Database Installations
      • SQL5005C System Error
      • Windows Server 2012 64-bit - SQLDriverConnect Failure
    • Increasing Maxfiles Limits
      • HP/UX
      • Oracle Solaris on SPARC
      • IBM AIX on POWER Systems
      • Linux
    • Increasing Semaphores on Oracle Solaris 10 or 11
    • Increasing Semaphores on Linux
      • Linux Versions Prior to Linux 7
      • Oracle Unbreakable Linux Version 7.x
    • Loading LDAP-UX Libraries for HP-UX Itanium
    • Verifying Code Page Settings for DB2 for Linux, UNIX, and Windows
    • Installing the Platform Pack
      • Running the Platform Pack Installer
      • Verifying the Platform Pack Log File
    • Manually Running the Database Creation Scripts - UNIX with DB2 for Linux, UNIX, and Windows
    • 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
        • 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
    • Regenerating the Serialized Objects Table
    • Disabling Table Access for Prior Releases
  • 7 Working With the Enterprise Server
    • Installing a 32-bit Database Client
    • Verifying the Enterprise Server Installation Using PORTTEST
    • Starting 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)
    • Setting the Link Flag (HP-UX Systems Only)
    • 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
    • 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 DB2 UDB Installation Utilities
    • Cataloging for DB2 UDB
    • Updating Database Statistics for DB2 UDB
  • 16 Troubleshooting
    • Using the PORTTEST Checklist
    • Resolving Data Errors
    • Planner Update Special Instructions
  • 17 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
  • 18 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
  • 19 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
  • 20 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
  • 21 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
  • 22 Understanding Data Source Charts
    • Business Data
    • Central Objects
    • Control Tables
    • Data Dictionary
    • Logic
    • Object Librarian
    • Language
    • Local
    • Server Map
    • System
    • Versions
  • 23 Major Technical Tables
    • 24 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)
    • 25 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 DB2 for Linux, UNIX, and Windows Databases
      • Removing System Accounts for DB2 for Linux, UNIX, and Windows
      • Uninstalling the Platform Pack
    • 26 Appendix A - Understanding DB2 UDB Databases
      • Understanding DB2 UDB Databases
    • 27 Appendix A - Understanding DB2 UDB Databases
      • Understanding DB2 UDB Databases
    • 28 Appendix C - 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