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JD Edwards EnterpriseOne: The Complete Reference

Book Description

Your definitive guide to JD Edwards EnterpriseOne

Implement and maintain a fully integrated, SOA-based ERP framework across your entire corporation. JD Edwards EnterpriseOne: The Complete Reference explains how to install and administer JD Edwards EnterpriseOne, store BI information in data marts and warehouses, manage servers and portals, and develop customized applications and kernel processes. You'll also learn how to create and distribute packages, use the security workbench, optimize performance, and apply the latest JD Edwards EnterpriseOne updates and tools releases.

• Set up and configure the JD Edwards EnterpriseOne applications suite

• Work with Oracle, SQL Server, DB2, MSDE, and SSE data sources

• Define JD Edwards EnterpriseOne path codes, task views, and environments

• Deploy the object configuration manager and solution explorer

• Build client and server packages, media objects, and data warehouses

• Secure JD Edwards EnterpriseOne using LDAP, single sign-on, and third-party tools

• Administer portals and Web sites using JD Edwards EnterpriseOne's HTML server and server manager

• Troubleshoot and tune your system using the performance workbench

Covers Release 8.12

Table of Contents

  1. Cover Page
  2. About the Authors
  3. J.D. Edwards EnterpriseOne: The Complete Reference
  4. Copyright
  5. Dedication
  6. Contents at a Glance
  7. Contents
  8. Foreword
  9. Acknowledgments
  10. Introduction
  11. PART I EnterpriseOne Explained—Inside and Out
    1. 1 The Future of EnterpriseOne and Fusion
      1. Definition and Difference Between Fusion Middleware and Applications
      2. Fusion Applications
        1. Upgrade Path to Fusion Applications
      3. Service-Oriented Architecture
      4. Application Integration Architecture
      5. Fusion Middleware
        1. Fusion Middleware Architecture
      6. Summary
    2. 2 EnterpriseOne Building Blocks
      1. Data Sources
        1. Some Information Necessary to Understand Data Sources
        2. What Is a Data Source?
        3. What Information Is Contained in a Data Source?
        4. How Many Data Sources Do I Need?
        5. Data Sources and Their Types
        6. Now Back to the Question
        7. How Do You Set Up and Configure Data Sources?
        8. Architecture of the Data Source Revisions Window
        9. Special Uses for Data Sources
      2. Path Codes
        1. Path Codes: Overview
        2. Definition of a Path Code
        3. Which Tables Are Used
        4. Adding a Path Code
        5. Modifying the F9861 Table
        6. Deleting a Path Code
      3. Environments
        1. Definition of an Environment
        2. Tables Used for Environments
        3. Adding an Environment
        4. Copying an Environment
        5. Deleting an Environment
        6. When to Create a Custom Environment
      4. Object Configuration Manager
        1. Definition of the Object Configuration Manager
        2. Tables That Are Used
        3. What Really Happens When a Workstation Requests Data or Logic
        4. What Happens When a Workstation Runs a UBE
        5. How to Add OCM Mappings
        6. How to Copy OCM Mappings
        7. Deleting an OCM Mapping
        8. The Difference Between System and Server Map
        9. Changing the Mappings for Object Librarian Tables
        10. Changing Oracle Parameters that EnterpriseOne Uses
        11. Revise Table and Data Source Overrides Screen
        12. Advanced Object Configuration Manager Operations
      5. Oracle EnterpriseOne Middleware
        1. Types of Middleware
        2. JDENET_N, JDENET_K, and JDEQUEUE
        3. JDEBase Middleware
        4. Synchronous Versus Asynchronous Processing
      6. Summary
    3. 3 Solution Explorer
      1. Basic EnterpriseOne Navigation
      2. Solution Explorer: Overview
        1. HTML: Overview
        2. Main View: Left Pane
        3. Main View: Right Pane
      3. Task View Structure Explained – Solution Explorer
        1. File Menu
        2. Edit Menu
        3. View Menu
        4. Tools Menu
        5. Applications Menu
        6. Help Menu
        7. Toolbar
        8. How Task Views Interact with EnterpriseOne
        9. Customizing an Existing Task View
        10. Adding a Custom Task View
        11. Inserting an Existing Task
        12. Deleting a Task View
        13. Modifying an Existing Task View
        14. Copying a Task
        15. Applying Roles to a Task
        16. Adding a Task Relationship
        17. Copying an Existing Task and Its Relationships to a New Task View
        18. Deleting a Task Relationship
        19. Task Where Used
        20. Deleting Relationships When Multilevel Relationships Exist
        21. Delete a Task
        22. Task Translations
        23. Filtering Task Views
        24. Understanding Task View Roles
        25. Changing a Role View of Task View
        26. Change Control and Task Views
      4. Summary
    4. 4 EnterpriseOne Servers
      1. Does the Platform Matter?
      2. The EnterpriseOne Deployment Server
        1. Deployment Server Basics
        2. Does the Deployment Server Have to Do All That?
        3. Rolling the Deployment Server into a Configuration
      3. Data Servers
        1. Data Servers Defined
        2. Why You Would Implement a Data Server
        3. How to Implement the Data Server Solution
      4. Application Servers
        1. App Servers Defined
        2. Uses for App Servers
        3. App Servers Pros and Cons
        4. Application Server Elements
        5. Making the Application Server Work for You
      5. Enterprise Servers
        1. Definition of an Enterprise Server
        2. Types of Enterprise Servers
        3. How to Add an Enterprise Server
        4. When to Add an Enterprise Server
      6. Web Servers
        1. Definition of a Web Server
        2. Configuration
        3. Setting Up a Web Server
        4. Special Considerations
      7. Collaboration Portal Server
      8. The Windows Client
      9. Summary
    5. 5 Data Warehouse and Business Intelligence
      1. The Business Case for Business Intelligence
      2. The Connection Between Data Warehousing and Business Intelligence
      3. Data Warehouse Basics
      4. Why Not Obtain the Necessary Data Directly?
      5. Making Use of the Data Warehouse
      6. Options for Creating a Data Warehouse Solution
      7. Advantages of Starting Now
      8. Using the Right Data Warehousing Architecture
        1. Phase 1: Implement Initial Architected Data Mart
        2. Phase 2: Implement Additional Architected Data Marts
        3. Phase 3: Expand to Enterprise Architecture
        4. Steps in the Development of a Data Warehouse
        5. Best Practices for Next-Generation Data Warehouses
      9. Using the Oracle Business Intelligence Suite of Products
        1. Oracle BI Server
        2. Oracle BI Presentation Server
        3. Oracle BI Answers
        4. Oracle BI Interactive Dashboard
        5. Oracle BI Publisher
        6. Oracle BI Briefing Books
        7. Oracle BI Delivers
        8. Oracle BI Office Plug-In
        9. Oracle BI Disconnected Analytics
        10. Oracle BI Administrator
      10. Summary
    6. 6 Interactive and Batch Applications Defined
      1. Applications Defined
        1. Logic Interfaces
        2. Naming Conventions
        3. Application Design
        4. Taking a Peek Inside Applications
      2. Interactive Applications
        1. Forms: An Overview
      3. Batch Application Definition
        1. Walkthrough of Report Design Aid (RDA)
        2. Report Templates
        3. Report Versions
      4. Versions
        1. Data Selection
        2. Data Sequencing
        3. Processing Options
        4. Batch Versions Versus Interactive Versions
        5. Commonalities
      5. Summary
    7. 7 Packages and Their Delivery
      1. EnterpriseOne Packages
      2. Centralized Versus Decentralized Strategy
        1. Standard Central Objects and Check-in Location
        2. Decentralized Strategy
      3. Workstation Packages
        1. Full Package
        2. Update Package
        3. Overview of Package Delivery
        4. Defining a Package
        5. What Happens During a Package Build
        6. Tables Used During a Package Build Definition and Build Process
      4. Server Packages
        1. Full Server Package
        2. Update Server Package
      5. Package Deployment
        1. Deploying Client Packages
        2. Deploying Server Packages
      6. Troubleshooting Package Builds
        1. Troubleshooting Client Package Builds
        2. Troubleshooting Server Package Builds
        3. Package Build History Application
        4. Troubleshooting Client Package Deployment
      7. Summary
    8. 8 Foundation Code
      1. Definition: What Is a Tools Release?
      2. When to Apply a Tools Release
      3. Why to Apply a Tools Update
      4. How to Apply the Tools Update
        1. Backing Up Your Old Tools Release
        2. Apply the New Tools Release to the Deployment Server
        3. Apply Tools Release 8.97 and Newer Using Server Manager
        4. Upload the Tools Release into Server Manager
        5. Distribute the Tools Release to the Appropriate Server
        6. Have the Server Manager Install/Upgrade the Tools Release
        7. Tools Release 8.96 and Older
        8. Building and Deploying an Update Package to Your Client Workstations
        9. How to Test and Remove a Tools Release
      5. Summary
    9. 9 EnterpriseOne Kernel Architecture
      1. What Is a Kernel?
        1. Overview of Kernel Processes
        2. A Closer Look at the JDENET_n Processes
        3. JDENET_k Kernel Types
        4. How to Configure These Kernels
        5. Strategies for Configuring Your Servers
        6. Monitoring EnterpriseOne Kernel Processes
      2. Summary
  12. PART II System Administration and Troubleshooting
    1. 10 EnterpriseOne Specialty Applications
      1. Object Management Workbench
        1. Projects
        2. Objects
        3. Owners
        4. Roles
        5. Allowed Actions
        6. Tokens
        7. The Object Management Workbench Form
        8. Basic Search in OMW
        9. Logging
        10. Behind the Scenes of OMW
      2. Data Dictionary
        1. Data Dictionary Defined
        2. The Data Dictionary and Development
        3. Working with the Data Dictionary Application
        4. Data Dictionary Administration
        5. Wrapping Up the Data Dictionary
      3. Media Objects
        1. Media Objects Defined
        2. Imaging
        3. Setting Up Media Objects in EnterpriseOne
      4. System Tables
      5. Server Map
        1. Server Map Defined
        2. Tools Associated with Server Maps
        3. Data Replication
      6. Control Tables
        1. Control Tables Defined
        2. Next Numbers
        3. User-Defined Codes (UDCs)
      7. Data Browser
      8. Job Queues
      9. Summary
    2. 11 EnterpriseOne Security
      1. Users and Roles
        1. Defining Users and Roles
        2. The Real Story on Users and Roles
      2. Sign-on Security
        1. Sign-on Security Concepts
        2. Other Application Options
        3. Enterprise Server INI Settings
        4. Client Workstation INI Settings
      3. Security Workbench
        1. Inclusive/Exclusive Row Security
        2. Application Security
        3. Action Security
        4. Row and Column Security
        5. Processing Option Security
        6. Tab Security
        7. Hyper Exit Security
        8. Exclusive Application Security
        9. External Calls Security
        10. Solution Explorer Security
        11. Miscellaneous Security Revisions
        12. Data Browser
        13. Push Button Security
        14. Link Security
        15. Image Security
        16. Media Object Security
        17. Text Block Control
        18. Chart Control
        19. Publish BSSV
      4. Business Unit Security
        1. UDC Sharing
        2. Business Unit Security
        3. Transaction Security
      5. Menu Filtering
      6. LDAP
        1. EnterpriseOne User Profiles in an LDAP-Enabled Environment
        2. Under the Hood of LDAP
      7. Single Sign-on
      8. Third-Party Security Applications
      9. Summary
    3. 12 EnterpriseOne Administrative Tasks
      1. Server Manager
        1. Server Manager Architecture
        2. Installing Server Manager Console
        3. Configuring Server Manager for Your System
        4. Server Manager Console Users
        5. Oracle Configuration Manager
        6. Administering Different Servers with Server Manager
      2. How EnterpriseOne Server Code Really Works
        1. JDENet
        2. Kernel Processes
      3. User Overrides
        1. Types of User Overrides
        2. How User Overrides Are Created
        3. User Override Administration
      4. The EnterpriseOne Scheduler
        1. F91300, the Schedule Job Master Table
        2. Setting Up the Scheduler
        3. Scheduling Batch Applications
        4. Adding a Job Schedule
        5. Trouble Resolution
      5. Summary
    4. 13 Printing in EnterpriseOne
      1. The EnterpriseOne Printing Application
        1. A Quick History Lesson
        2. P98616 – EnterpriseOne Printers
        3. Settings for Printing
        4. Printing to a Comma-Delimited File
      2. Importing and Exporting from EnterpriseOne Grid Forms
        1. Exporting from Grid—Ad Hoc Reporting
        2. Importing to Grid—A EnterpriseOne Powerhouse
      3. Other Printing Options in EnterpriseOne
      4. Troubleshooting Printing in EnterpriseOne
        1. Printer Problems
      5. Printing with Third-Party Products
      6. XML Publishing – 8.97 – The New Frontier
        1. XML Publishing – An overview
        2. XML Publishing – A Deeper Look
      7. Summary
    5. 14 Web Servers and Portals
      1. E1 HTML Server, Formerly Java Application Server (JAS)
      2. Server Manager Overview
        1. Architecture Overview
        2. Installing EnterpriseOne HTML Code Using Server Manager
        3. WebSphere vs. Oracle Application Server
        4. Definition of Terms
        5. Oracle Application Server
        6. Installation of EnterpriseOne using OAS
        7. WebSphere
      3. Portal Solutions
        1. Oracle Portal
        2. IBM Collaborative Portal
      4. Summary
    6. 15 Upgrade Tools and Rules
      1. Differences Between Upgrades and Updates
        1. JD Edwards Methodology for Updates and Upgrades
        2. Updates
        3. Upgrades
      2. Upgrades
        1. Basic Parts of an Upgrade
        2. EnterpriseOne Minimum Technical Requirements for Windows NT Enterprise Servers
        3. Backup Procedures
        4. When to Roll Back
        5. Impact on Your End Users
        6. Nuts and Bolts of an Upgrade
      3. Updates
        1. Table Conversions
        2. Control Table Merges
        3. Environment Workbench
        4. Specification Merge Workbench
      4. Electronic Software Updates (ESUs)
      5. Retrofitting Modifications
      6. Running in Parallel
        1. Running Two Separate Releases of EnterpriseOne in Parallel
      7. Summary
    7. 16 Optimizing EnterpriseOne for Your Business
      1. When to Optimize
        1. Understanding the Jigsaw Puzzle
      2. The Five-Step Optimization Methodology
        1. Step 1: Optimize the OS
        2. Step 2: Optimize the Database
        3. Step 3: Optimize the Process
        4. Step 4: Apply Process Redesign
        5. Step 5: Apply CNC Concepts Where Available
        6. Summarizing the Five-Step Optimization Process
      3. Creating Multiple Queues on a Server
        1. Multiple Queues
        2. Why Add Queues?
        3. The Required Steps
      4. Tuning the JDE.INI Kernels
        1. Multithreaded Processing
        2. Optimizing the Kernels
      5. Tuning the Web Servers
        1. The Apache Server
        2. The Web Application Server
        3. The EnterpriseOne JAS Instance
        4. Summary
    8. 17 Troubleshooting EnterpriseOne
      1. Performance Workbench
        1. Setting Up to Use the Performance Workbench
        2. Analyzing Logs
        3. Performance Workbench Do’s and Don’ts
      2. Log Files
        1. Server Log Files
        2. Server Debug Log Files
        3. UBEDEBUG.LOG
      3. Platform-Specific Troubleshooting
        1. AS/400
        2. UNIX
        3. Intel
      4. Summary
  13. A The EnterpriseOne Implementation
    1. The Software Selection Process
      1. Preparing to Make the Move of a Lifetime
      2. Do You Understand Your System Requirements?
      3. Are There Any Existing Products That Already Fit the Bill?
      4. Create the Request for Proposal
      5. Reviewing the RFP Responses
      6. What Are Your Current Technology Skill Sets?
      7. Can You Afford the Move at This Time or Can You Afford Not To?
    2. Things to Know About the Contract
      1. It’s a License—You Didn’t Purchase It
      2. Hiring Consultants
      3. System Audits
    3. Phases of the Technology Implementation
      1. Events Associated with a Technology Implementation
      2. Phase 4: EnterpriseOne Architecture Modeling
      3. Phase 5: Pre-Go-Live Activities
      4. Phase 6: Go-Live Activities
      5. Phase 7: Continuing Technology Support
    4. The EnterpriseOne Installation
      1. Before You Install
      2. Sizing Your Hardware
      3. Purchasing the Hardware and Software
      4. Preinstallation Audit
      5. The Installation
      6. The Postinstallation Audit
      7. Wrapping Up the Installation
    5. Modeling Your Solution (Phases of the Application Implementation)
      1. From the Application Point of View
      2. From the Technologist’s Point of View
    6. Training
      1. Core Implementation Team Training
      2. End-User Training
      3. Continued Training
    7. Development and Version Control Methodology
      1. How to Use This Material
      2. Can You Separate Development and Version Control?
      3. Development
      4. Version Control
    8. Go-Live Activities
      1. Application and Technical Audits
      2. Final User Training
      3. Software Package Builds and Deployments
      4. Final Testing
      5. Real-Time Data Conversions
      6. Flipping the Switch
    9. What Now? (Maintaining the Value of Your System)
    10. Globalization
      1. Single or Multiple Instances
      2. Unicode
      3. EnterpriseOne Languages at Tier Levels 1–3
      4. Global Development Requirements
      5. Localizations
      6. Application and Technical Support
    11. Interoperability and EnterpriseOne
      1. Electronic Data Interchange (EDI)
      2. Interfaces and Integration
      3. e-Opportunities
    12. In Conclusion
  14. B Offshore, Near Shore, and Remote Development
    1. Are Managed Services Right for You? The Question of Outsourcing
    2. The Basics of Managed Services
      1. Ten Simple Rules of Managed Services
      2. Quick Case Study
    3. Managed Services Strategy
      1. Managed Services – Development Activities
      2. Managed Services – Technology Activities
      3. Managed Services – Hosting of Your System
      4. Managed Services – Maintenance Contracts
      5. Pros of Managed Services
      6. Cons of Managed Services
    4. The Resources Available via a Managed Services Offering
      1. Offshore
      2. Near-shore
      3. Onshore
      4. Remote
      5. Onsite
      6. A Quick Example of Costs for Onshore Resources
    5. Assessing Risk
      1. Understanding Risk
      2. An Example
      3. Risk Mitigation Strategy Basics
    6. Wrapping IT Up
  15. Index