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JD Edwards EnterpriseOne Tools8.96 Web Services Gateway:Configuration Editor Guide

April 2006

JD Edwards EnterpriseOne Tools 8.96 Web Services Gateway: Configuration Editor GuideSKU E1_TOOLS896TCE-B 0406Copyright © 2006, Oracle. All rights reserved.

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Contents

General PrefaceAbout This Documentation Preface ..... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vJD Edwards EnterpriseOne Application Prerequisites.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vApplication Fundamentals.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vDocumentation Updates and Printed Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi

Obtaining Documentation Updates.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .viOrdering Printed Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .vi

Additional Resources.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viiTypographical Conventions and Visual Cues.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viii

Typographical Conventions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .viiiVisual Cues.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .ixCountry, Region, and Industry Identifiers.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . .ixCurrency Codes.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .x

Comments and Suggestions.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xCommon Fields Used in Implementation Guides.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .x

PrefaceJD Edwards EnterpriseOne Tools Web Services Gateway Configuration EditorPreface... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiiiWSG Configuration Editor Companion Documentation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiii

Chapter 1Getting Started with JD Edwards EnterpriseOne Tools Web Services GatewayConfiguration Editor.... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1Web Services Gateway Configuration Editor Overview... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1WSG Configuration Editor Implementation.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1

Web Services Gateway Configuration Editor Implementation Steps.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .1

Chapter 2Using the Configuration Editor... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Understanding the Configuration Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3Accessing the Configuration Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4

Understanding Configuration Editor Access.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .4

Copyright © 2006, Oracle. All rights reserved. iii

Contents

Creating the JDBC Connection.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .4Opening the Configuration Editor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .6

Using Integration Options.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7Understanding Integration Options.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .7Working with Integration Options.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .9

Using Code References.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15Understanding Code References.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .15Working with Code References... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .16

Using Key References.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21Understanding Key References.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .21Working with Key References.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . .22

Glossary of JD Edwards EnterpriseOne Terms.... . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . .27

Index ... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

iv Copyright © 2006, Oracle. All rights reserved.

About This Documentation Preface

JD Edwards EnterpriseOne implementation guides provide you with the information that you need to implement anduse JD Edwards EnterpriseOne applications from Oracle.

This preface discusses:

• JD Edwards EnterpriseOne application prerequisites.• Application fundamentals.• Documentation updates and printed documentation.• Additional resources.• Typographical conventions and visual cues.• Comments and suggestions.• Common fields in implementation guides.

Note. Implementation guides document only elements, such as fields and check boxes, that require additionalexplanation. If an element is not documented with the process or task in which it is used, then either it requires noadditional explanation or it is documented with common fields for the section, chapter, implementation guide, orproduct line. Fields that are common to all JD Edwards EnterpriseOne applications are defined in this preface.

JD Edwards EnterpriseOne Application PrerequisitesTo benefit fully from the information that is covered in these books, you should have a basic understanding ofhow to use JD Edwards EnterpriseOne applications.

You might also want to complete at least one introductory training course, if applicable.

You should be familiar with navigating the system and adding, updating, and deleting information by using JDEdwards EnterpriseOne menus, forms, or windows. You should also be comfortable using the World WideWeb and the Microsoft Windows or Windows NT graphical user interface.

These books do not review navigation and other basics. They present the information that you need to use thesystem and implement your JD Edwards EnterpriseOne applications most effectively.

Application FundamentalsEach application implementation guide provides implementation and processing information for your JDEdwards EnterpriseOne applications.

For some applications, additional, essential information describing the setup and design of your systemappears in a companion volume of documentation called the application fundamentals implementation guide.Most product lines have a version of the application fundamentals implementation guide. The preface of eachimplementation guide identifies the application fundamentals implementation guides that are associatedwith that implementation guide.

Copyright © 2006, Oracle. All rights reserved. v

General Preface

The application fundamentals implementation guide consists of important topics that apply to many or all JDEdwards EnterpriseOne applications. Whether you are implementing a single application, some combinationof applications within the product line, or the entire product line, you should be familiar with the contentsof the appropriate application fundamentals implementation guides. They provide the starting points forfundamental implementation tasks.

Documentation Updates and Printed DocumentationThis section discusses how to:

• Obtain documentation updates.

• Order printed documentation.

Obtaining Documentation UpdatesYou can find updates and additional documentation for this release, as well as previous releases, on Oracle’sPeopleSoft Customer Connection website. Through the Documentation section of Oracle’s PeopleSoftCustomer Connection, you can download files to add to your Implementation Guides Library. You’ll finda variety of useful and timely materials, including updates to the full line of JD Edwards EnterpriseOnedocumentation that is delivered on your implementation guides CD-ROM.

Important! Before you upgrade, you must check Oracle’s PeopleSoft Customer Connection for updates to theupgrade instructions. Oracle continually posts updates as the upgrade process is refined.

See AlsoOracle’s PeopleSoft Customer Connection, http://www.oracle.com/support/support_peoplesoft.html

Ordering Printed DocumentationYou can order printed, bound volumes of the complete line of JD Edwards EnterpriseOne documentation thatis delivered on your implementation guide CD-ROM. Oracle makes printed documentation available for eachmajor release of JD Edwards EnterpriseOne shortly after the software is shipped. Customers and partnerscan order this printed documentation by using any of these methods:

• Web• Telephone• Email

WebFrom the Documentation section of Oracle’s PeopleSoft Customer Connection website, access thePeopleBooks Press website under the Ordering PeopleBooks topic. Use a credit card, money order, cashier’scheck, or purchase order to place your order.

TelephoneContact MMA Partners, the book print vendor, at 877 588 2525.

vi Copyright © 2006, Oracle. All rights reserved.

General Preface

EmailSend email to MMA Partners at [email protected].

See AlsoOracle’s PeopleSoft Customer Connection, http://www.oracle.com/support/support_peoplesoft.html

Additional ResourcesThe following resources are located on Oracle’s PeopleSoft Customer Connection website:

Resource Navigation

Application maintenance information Updates + Fixes

Business process diagrams Support, Documentation, Business Process Maps

Interactive Services Repository Support, Documentation, Interactive Services Repository

Hardware and software requirements Implement, Optimize, and Upgrade; ImplementationGuide; Implementation Documentation and Software;Hardware and Software Requirements

Installation guides Implement, Optimize, and Upgrade; ImplementationGuide; Implementation Documentation and Software;Installation Guides and Notes

Integration information Implement, Optimize, and Upgrade; ImplementationGuide; Implementation Documentation and Software;Pre-Built Integrations for PeopleSoft Enterprise and JDEdwards EnterpriseOne Applications

Minimum technical requirements (MTRs) (JD EdwardsEnterpriseOne only)

Implement, Optimize, and Upgrade; ImplementationGuide; Supported Platforms

Documentation updates Support, Documentation, Documentation Updates

Implementation guides support policy Support, Support Policy

Prerelease notes Support, Documentation, Documentation Updates,Category, Release Notes

Product release roadmap Support, Roadmaps + Schedules

Release notes Support, Documentation, Documentation Updates,Category, Release Notes

Release value proposition Support, Documentation, Documentation Updates,Category, Release Value Proposition

Statement of direction Support, Documentation, Documentation Updates,Category, Statement of Direction

Copyright © 2006, Oracle. All rights reserved. vii

General Preface

Resource Navigation

Troubleshooting information Support, Troubleshooting

Upgrade documentation Support, Documentation, Upgrade Documentation andScripts

Typographical Conventions and Visual CuesThis section discusses:

• Typographical conventions.• Visual cues.• Country, region, and industry identifiers.• Currency codes.

Typographical ConventionsThis table contains the typographical conventions that are used in implementation guides:

Typographical Convention or Visual Cue Description

Bold Indicates PeopleCode function names, business functionnames, event names, system function names, methodnames, language constructs, and PeopleCode reservedwords that must be included literally in the function call.

Italics Indicates field values, emphasis, and JD EdwardsEnterpriseOne or other book-length publication titles.In PeopleCode syntax, italic items are placeholders forarguments that your program must supply.

We also use italics when we refer to words as words orletters as letters, as in the following: Enter the letterO.

KEY+KEY Indicates a key combination action. For example, a plussign (+) between keys means that you must hold downthe first key while you press the second key. For ALT+W,hold down the ALT key while you press the W key.

Monospace font Indicates a PeopleCode program or other code example.

“ ” (quotation marks) Indicate chapter titles in cross-references and words thatare used differently from their intended meanings.

viii Copyright © 2006, Oracle. All rights reserved.

General Preface

Typographical Convention or Visual Cue Description

. . . (ellipses) Indicate that the preceding item or series can be repeatedany number of times in PeopleCode syntax.

{ } (curly braces) Indicate a choice between two options in PeopleCodesyntax. Options are separated by a pipe ( | ).

[ ] (square brackets) Indicate optional items in PeopleCode syntax.

& (ampersand) When placed before a parameter in PeopleCode syntax,an ampersand indicates that the parameter is an alreadyinstantiated object.

Ampersands also precede all PeopleCode variables.

Visual CuesImplementation guides contain the following visual cues.

NotesNotes indicate information that you should pay particular attention to as you work with the JD EdwardsEnterpriseOne system.

Note. Example of a note.

If the note is preceded by Important!, the note is crucial and includes information that concerns what you mustdo for the system to function properly.

Important! Example of an important note.

WarningsWarnings indicate crucial configuration considerations. Pay close attention to warning messages.

Warning! Example of a warning.

Cross-ReferencesImplementation guides provide cross-references either under the heading “See Also” or on a separate linepreceded by the word See. Cross-references lead to other documentation that is pertinent to the immediatelypreceding documentation.

Country, Region, and Industry IdentifiersInformation that applies only to a specific country, region, or industry is preceded by a standard identifier inparentheses. This identifier typically appears at the beginning of a section heading, but it may also appearat the beginning of a note or other text.

Copyright © 2006, Oracle. All rights reserved. ix

General Preface

Example of a country-specific heading: “(FRA) Hiring an Employee”

Example of a region-specific heading: “(Latin America) Setting Up Depreciation”

Country IdentifiersCountries are identified with the International Organization for Standardization (ISO) country code.

Region IdentifiersRegions are identified by the region name. The following region identifiers may appear in implementationguides:

• Asia Pacific• Europe• Latin America• North America

Industry IdentifiersIndustries are identified by the industry name or by an abbreviation for that industry. The following industryidentifiers may appear in implementation guides:

• USF (U.S. Federal)• E&G (Education and Government)

Currency CodesMonetary amounts are identified by the ISO currency code.

Comments and SuggestionsYour comments are important to us. We encourage you to tell us what you like, or what you would like to seechanged about implementation guides and other Oracle reference and training materials. Please send yoursuggestions to Documentation Manager, Oracle Corporation, 7604 Technology Way, Denver, CO, 80237. Oremail us at [email protected].

While we cannot guarantee to answer every email message, we will pay careful attention to your commentsand suggestions.

Common Fields Used in Implementation GuidesAddress Book Number Enter a unique number that identifies the master record for the entity. An

address book number can be the identifier for a customer, supplier, company,employee, applicant, participant, tenant, location, and so on. Depending onthe application, the field on the form might refer to the address book numberas the customer number, supplier number, or company number, employeeor applicant ID, participant number, and so on.

x Copyright © 2006, Oracle. All rights reserved.

General Preface

As If Currency Code Enter the three-character code to specify the currency that you want to useto view transaction amounts. This code enables you to view the transactionamounts as if they were entered in the specified currency rather than theforeign or domestic currency that was used when the transaction was originallyentered.

Batch Number Displays a number that identifies a group of transactions to be processed bythe system. On entry forms, you can assign the batch number or the systemcan assign it through the Next Numbers program (P0002).

Batch Date Enter the date in which a batch is created. If you leave this field blank, thesystem supplies the system date as the batch date.

Batch Status Displays a code from user-defined code (UDC) table 98/IC that indicates theposting status of a batch. Values are:Blank: Batch is unposted and pending approval.A: The batch is approved for posting, has no errors and is in balance, buthas not yet been posted.D: The batch posted successfully.E: The batch is in error. You must correct the batch before it can post.P: The system is in the process of posting the batch. The batch is unavailableuntil the posting process is complete. If errors occur during the post, thebatch status changes to E.U: The batch is temporarily unavailable because someone is working withit, or the batch appears to be in use because a power failure occurred whilethe batch was open.

Branch/Plant Enter a code that identifies a separate entity as a warehouse location, job,project, work center, branch, or plant in which distribution and manufacturingactivities occur. In some systems, this is called a business unit.

Business Unit Enter the alphanumeric code that identifies a separate entity within abusiness for which you want to track costs. In some systems, this is called abranch/plant.

Category Code Enter the code that represents a specific category code. Category codes areuser-defined codes that you customize to handle the tracking and reportingrequirements of your organization.

Company Enter a code that identifies a specific organization, fund, or other reportingentity. The company code must already exist in the F0010 table and mustidentify a reporting entity that has a complete balance sheet.

Currency Code Enter the three-character code that represents the currency of the transaction.JD Edwards EnterpriseOne provides currency codes that are recognized bythe International Organization for Standardization (ISO). The system storescurrency codes in the F0013 table.

Document Company Enter the company number associated with the document. This number, usedin conjunction with the document number, document type, and general ledgerdate, uniquely identifies an original document.If you assign next numbers by company and fiscal year, the system uses thedocument company to retrieve the correct next number for that company.

Copyright © 2006, Oracle. All rights reserved. xi

General Preface

If two or more original documents have the same document number anddocument type, you can use the document company to display the documentthat you want.

Document Number Displays a number that identifies the original document, which can be avoucher, invoice, journal entry, or time sheet, and so on. On entry forms, youcan assign the original document number or the system can assign it throughthe Next Numbers program.

Document Type Enter the two-character UDC, from UDC table 00/DT, that identifies theorigin and purpose of the transaction, such as a voucher, invoice, journalentry, or time sheet. JD Edwards EnterpriseOne reserves these prefixesfor the document types indicated:P: Accounts payable documents.R: Accounts receivable documents.T: Time and pay documents.I: Inventory documents.O: Purchase order documents.S: Sales order documents.

Effective Date Enter the date on which an address, item, transaction, or record becomesactive. The meaning of this field differs, depending on the program. Forexample, the effective date can represent any of these dates:

• The date on which a change of address becomes effective.• The date on which a lease becomes effective.• The date on which a price becomes effective.• The date on which the currency exchange rate becomes effective.• The date on which a tax rate becomes effective.

Fiscal Period and FiscalYear

Enter a number that identifies the general ledger period and year. For manyprograms, you can leave these fields blank to use the current fiscal period andyear defined in the Company Names & Number program (P0010).

G/L Date (general ledgerdate)

Enter the date that identifies the financial period to which a transaction will beposted. The system compares the date that you enter on the transaction to thefiscal date pattern assigned to the company to retrieve the appropriate fiscalperiod number and year, as well as to perform date validations.

xii Copyright © 2006, Oracle. All rights reserved.

JD Edwards EnterpriseOne Tools Web ServicesGateway Configuration Editor Preface

This preface discusses Web Services Gateway (WSG) Configuration Editor companion documentation.

WSG Configuration Editor Companion DocumentationAdditional, essential information describing the setup and design of Oracle’s JD Edwards EnterpriseOne ToolsWSG resides in companion documentation. The companion documentation consists of important topicsthat apply to Configuration Editor as well as other JD Edwards EnterpriseOne WSG Tools. You should befamiliar with the contents of these companion guides:

• JD Edwards EnterpriseOne Tools Web Services Gateway Integration Server• JD Edwards EnterpriseOne Tools Web Services Gateway Developer Tool

See AlsowebMethods Integration Server Administrator’s Guide on the JD Edwards EnterpriseOne Web ServicesGateway software CD

webMethods Developer User’s Guide on the JD Edwards EnterpriseOne Web Services Gateway software CD

Copyright © 2006, Oracle. All rights reserved. xiii

Preface

xiv Copyright © 2006, Oracle. All rights reserved.

CHAPTER 1

Getting Started with JD Edwards EnterpriseOneTools Web Services Gateway Configuration Editor

This chapter discusses:

• Web Services Gateway Configuration Editor Overview• Web Services Gateway Configuration Editor Implementation

Web Services Gateway Configuration Editor OverviewOracle’s JD Edwards EnterpriseOne Tools Web Services Gateway (WSG) Configuration Editor addresses howto create integrations so that disparate systems can exchange information. The Configuration Editor enablesyou to create integration options instead of using literal values in integrations. The Configuration Editor alsoenables you to maintain code and key cross-reference information.

WSG Configuration Editor ImplementationThis section provides an overview of the steps that are required to implement WSG Configuration Editor.

In the planning phase of the implementation, take advantage of all sources of information, including theinstallation guides and troubleshooting information. A complete list of these resources appears in the prefacein About This Documentation with information about where to find the most current version of each.

Web Services Gateway Configuration EditorImplementation StepsThis table lists the steps for the WSG Configuration Editor implementation.

Step Reference

1. Install JD Edwards EnterpriseOne Tools 8.96. JD Edwards EnterpriseOne Tools Release 8.96 InstallationGuide on Oracle | PeopleSoft Customer Connection

2. Install JD Edwards EnterpriseOne Tools 8.96WebServices Gateway and set up a user role that has rightsto the Configuration Editor.

JD Edwards EnterpriseOne 8.96 Web Services GatewayInstallation and Setup Guide on Oracle | PeopleSoftCustomer Connection

Copyright © 2006, Oracle. All rights reserved. 1

Getting Started with JD Edwards EnterpriseOne Tools Web Services Gateway Configuration Editor Chapter 1

Step Reference3. Install Web Services Gateway Integration Server;

ensure that the Configuration Editor is accessible.webMethods Integration Server Administrator’s Guide onthe JD Edwards EnterpriseOneWeb Services Gatewaysoftware CD.

4. Install appropriate JD Edwards EnterpriseOneIntegrations.

JD Edwards EnterpriseOne 8.12 Integration PointsInstallation on Oracle | PeopleSoft Customer Connection

5. Define the integration options that you want to use in theConfiguration Editor in theWeb Services GatewayDeveloper tool.

webMethods Developer User’s Guide on the JD EdwardsEnterpriseOneWeb Services Gateway software CD

2 Copyright © 2006, Oracle. All rights reserved.

CHAPTER 2

Using the Configuration Editor

This chapter provides an overview of Oracle’s JD Edwards EnterpriseOne Tools Web Services Gateway (WSG)Configuration Editor and discusses how to:

• Access the Configuration Editor• Use integration options• Use code references• Use key references

Understanding the Configuration EditorThe Configuration Editor is an integration tool that enables you to:

• Add, modify, and delete integration options.• Add, modify, and delete code references.• Add, modify, and delete key references.

Integration OptionsYou create integrations so that disparate systems can exchange information. The Configuration Editor toolenables you to create integration options instead of using literal values in integrations. Integration options aresimilar to JD Edwards EnterpriseOne processing options. The Configuration Editor provides the flexibility foryou to modify a value without having to change the integration code directly.

The Configuration Editor enables you to work with integration options at these levels:

• Package• Folder• Flow Service

A package is a logical container for a set of services and related files. Packages start with the name PSFT_.The primary function of a folder is to organize and house related services and files for a package. Foldersare optional. A flow service describes the interaction between the integration tasks. The integration flowservice is the logic for the integration.

Code ReferencesA code reference contains information about a code field; for example, Address Book Number is a codereference. Code references are similar to JD Edwards EnterpriseOne User Defined Codes (UDCs). You canuse the code reference features of the Configuration Editor to add and customize code references. You also usethe Configuration Editor to add, modify, or delete information for a specific code reference.


Using the Configuration Editor Chapter 2

Key ReferencesA key reference is transactional information; for example, the code Address Book Number contains a numberthat is tied to an individual or company. The number is a key reference. You use the Key Reference feature ofthe Configuration Editor to add and customize key references. You also use the Configuration Editor to add,modify, or delete information for a specific key reference.

Accessing the Configuration EditorThis section provides an overview of Configuration Editor access and discusses how to:

• Create the JDBC connection• Open the Configuration Editor

Understanding Configuration Editor AccessThe Configuration Editor works with the Integration Server. The first time you access the ConfigurationEditor, you must use the JDBC Adapter link that is on the Integration Server main page. When you use thislink, the data source script that you enter when you create the JDBC connection runs. This script creates all ofthe required database tables for the Configuration Editor. The Configuration Editor supports these databases:

• Oracle• SQL server• DB2The database administrator must run the journal process after the Configuration Editor creates the tables.

• DB2400The database administrator must run the journal process after the Configuration Editor creates the tables.

Note. The first time the Configuration Editor runs, the login that you use for the database connection musthave permissions to create and change tables. After the tables are created, you should limit the permissionsto read and write access only.

After the initial connection through the JDBC link, you can access the Configuration Editor from a web client.The URL in the web client must include the port number, host name, and the Configuration Editor packagename. If you access the Configuration Editor without creating the JDBC connection first, a message appears inthe Configuration Editor main page indicating that you need to create the connection.

Note. If you are creating a JDBC connection for a SQL server, copy the javaxsql.zip file to this location onthe Integration Server: /IntegrationServer/lib/jars. Typically, this file can be copied from thislocation on the Integration Server: IntegrationServer\packages\WmJDBCAdapter\code\jarsfolder.

Creating the JDBC ConnectionClick the JDBC Adapter link on the main page of the Integration Server to access the Configuration EditorConnection page. The link is in the left pane, under Adapters.


Chapter 2 Using the Configuration Editor

Connection Parameters for Configuration Editor page

1. In the right pane on JDBC Adapter Connections, click the link under the Edit column for thePSFT_Configuration Editor.Ensure that Connections, under the JDBC Adapter menu in the left pane, is selected. You may need toscroll to see the Edit column.

Note. You can have multiple Configuration Editor connections. On JDBC Adapter Connections, click theConfigure New Connection link at the top of the screen and complete the connection parameters.

2. Complete the parameters on the Connection window, and then click Save Changes.For detailed information about the parameters, click Help in the upper right corner of the Connectionwindow.

3. To make the Configuration Editor available, ensure that the link under the Enabled column for thePSFT_Configuration Editor is Yes.If the link is No, click the link so that the link toggles to Yes.

4. Close the Connection window.



This list identifies the parameters on the Connection window. For detailed information about each parameter,click the help link located in the upper right corner of the JDBC Adapter Connections screen.

• Transaction Type

• DataSource Class

• serverName• user• password• Retype password

• databaseName• portNumber• networkProtocol

• Other Properties

• Enable Connection Pooling

• Minimum Pool Size

• Maximum Pool Size

• Pool Increment Size

• Block Timeout (msec)

• Expire Timeout (msec)

• Startup Retry Count

• Startup Backoff Timeout (sec)

Opening the Configuration EditorAccess the Integration Server.

Configuration Editor opened from the Integration Server main page



1. From Packages area in the left pane, select Management.2. On the Packages Management pane, click the house link under the Home column for thePSFT_ConfigurationEditor.The Configuration Editor opens with Integration Options selected.

Using Integration OptionsThis section provides an overview of integration options and discusses how to work with integration options.

Understanding Integration OptionsWhen you open the Configuration Editor, Integration Options, Code Reference, and Key Reference linksappear in the upper left pane. The system automatically opens the Integration Options screen. The availablepackages are listed in the lower portion of the Integration Options screen. Packages, folders, and flow servicesappear hierarchically in a tree structure on the left side of the lower half of the Integration Options screen.Expand the package and folder to see the flow services. A package must have a folder or flow serviceassociated with it to appear in the tree structure. Folders are optional and appear in the tree structure only if aflow service is defined for that folder. Typically, flow services are associated with a package or a folder.

You use the System directory to define integration options that are used with more than one package, folder,or flow service.

The upper portion of the Integration Options screen provides links that enable you to perform these operationson integration options:

• Add• Rename Folder• Rename Universal Name• Find• Import XML• Export XML• Migrate Integration Options

You use the Add link to add an integration option to the Configuration Editor tool. Before you can add anintegration option to the Configuration Editor, you must have previously defined the integration option inthe Developer tool. You can add integration options to the Configuration Editor at the package, folder, andflow service levels.

Warning! When you add or replace a package, folder, or flow service, you must restart the ConfigurationEditor using the JDBC Adapter link from the Integration Server main page.

You use the Rename Folder link to manually change the name of a package or folder in the ConfigurationEditor tool to the name that you defined in the Developer tool. For example you might have a package or folderfor which you changed the name in the Developer tool that is not reflected in the Configuration Editor tool.



You use the Rename Universal Name link in the Configuration Editor tool to update a universal name that youchanged in the Developer tool. Every service on the Integration Server has a universal name. The universalname is a unique public identifier that external protocols use to reference a service on the Integration Server.The universal name consists of two parts: a namespace name and a local name. The namespace nameuniquely identifies a flow service for a resource. The namespace name is expressed as a URI; for example,http://www.oracle.com. The local name uniquely identifies a service for a particular namespace; for example,Dispatcher might be a local name. For these namespace name and local name samples, the universal namemight be: http://www.oracle.com:Dispatcher.

A flow service and an integration option use the same universal name for integrations. You can use theDeveloper tool to change the universal name that exists in the Integration Server. However, when you use theDeveloper tool to change the name, you break the link for the Integration Option. You use the ConfigurationEditor tool to rename the universal link so that the integration option and the flow service use the sameuniversal name for integrations.

You use the Find link to search for specific values within an integration option. You can specify search criteriafor key, value, or description. The results appear under the table header columns on the Find - IntegrationOptions window. Click on a table header column (Key, Description, Value, or Data Type) to sort the results.The results are sorted in ascending order for that column. To change the sort to descending order for thatcolumn, click the column heading again. Up to 20 integration options that match the search selections appearunder the table header on the Find - Integration Options window. If more than 20 integration options areavailable, a right-facing arrow appears on the window. Click the right-facing arrow to view the next 20options. To view the previous integration options, click the left-facing arrow that appears on the additionalpages. You can also edit, view, or delete the Key, Description, Value and Data Type information from the Find- Integration Options window.

You use the Import XML link to import integration options from an XML File to the Configuration Editordatabase. Upon completion of the import function, you receive a status message. If some records importedsuccessfully but some did not, the message will be similar to this: 1 out of 2 records imported.Check log for details. Review the server log to obtain information about the records that didnot successfully import. If all records are imported to the Configuration Editor database from the XMLfile, you will receive a message similar to this: 2 records imported. Import Complete. Youuse Export XML to write records from the Configuration Editor database to an XML file. You can import orexport all of the integration options, a single package with its contents, a single folder with its contents, ora single flow service.

You can also migrate integration options from a previous system. If you have old integration options from aprevious system, this message, Old Integration Option values found in the database,along with a Migrate Integration Options link appears on the Integration Options window. The ConfigurationEditor maps parent information. Parent information for previous integration options are replaced with newparent information. The Migrate Integration Options link appears on the Integration Options window only ifyou have values from a previous system.

The lower portion of the Integration Options screen is split into two areas. The left side displays the packages,folders, and flow services. The right side displays a header table. When you select a package, folder, orflow service, the header table displays integration options in the Key column with information for thesecolumn headings:

• Description• Value• Data Type

The header table also displays these operations that you can perform to update the integration optioninformation for the selected package, folder, or flow service.



• Edit• View• Copy key• Delete• Move

PrerequisitesBefore you work with integration options:

• You must define all integration options in the Developer tool before you can add the integration optionin the Configuration Editor.

See webMethods Developer User’s Guide on the JD Edwards EnterpriseOne Web Services Gatewaysoftware CD.

• Verify that the previous integration options and the cross-reference database is in place. This is requiredonly if you used the Configuration Editor with a previous system and now want to migrate the previoussystem information to the Configuration Editor.

Working with Integration OptionsAccess the Integration Options screen.

Integration Options screen

Expand packages and folders in the tree hierarchy to see the flow services for each package and folder. The topportion of the Integration Options screen displays these links:

• Add• Rename Folder• Rename Universal Name• Find• Import XML• Export XML• Migrate Integration Options



Adding Integration OptionsAccess the Integration Options screen.

1. Click Add.2. On the Add Integration Option window, click the visual assist (folder button) that is next to the Servicefield to locate the package, folder, or flow service where you want to add an integration option.The Select Service window, which is a read only window that mirrors the list of integration options, appears.

3. On Select Service, expand packages and folders to view the flow services.4. Select the package, folder, or flow service that you want to appear in the Add Integration Option window,and then click Select.

Note. When you select a flow service, the system tries to obtain the namespace name and the local namethat is defined in the Developer tool. If you have not defined the flow service in the Developer tool, anerror message appears. If you receive an error message, define the flow service in the Developer Tool.

5. On the Add Integration Option window, enter values for these fields:

• Key• Description• Data Type• Value

6. Save the integration option.

7. Click Close after you have added all of the required integration options.

Service The selected package, folder, or flow service appears in this window. Usethe visual assist to access packages, folders, and flow services that havebeen defined in the Developer tool.

Key A unique, user-defined value to identify an integration option.

Description An optional field where you can describe the integration option.

Data Type The system automatically enters Char. You can use the drop-down list tochange the value to String, Numeric, or Date.

Renaming a FolderAccess the Integration Options screen.

1. Click Rename Folder.2. On the Rename Folder window, complete these fields, and then click OK:• New Folder• Old Folder

New Folder The folder name from the Developer tool. Use the visual assist that is next tothe New Folder field to obtain the name that is used in the Developer tool.



Old Folder Current name of the folder used in the Configuration Editor tool. Usethe drop-down list to select the folder name that currently exists in theConfiguration Editor database.

Renaming a Universal NameAccess the Integration Options screen.

1. Click Rename Universal Name.2. On the Rename Namespace window, complete these fields, and then click OK:• New Universal Name• Old Universal Name

The universal name in the Configuration Editor tool is renamed to the same name that is in the Developer tool.

New Universal Name Valid flow names that are in the Developer tool. Use the Visual Assist to selectthe appropriate flow service for which the flow service name was updated inthe Developer tool.

Old Universal Name The name that exists in the Configuration Editor tool. When you change thename of a flow service in the Developer tool, you must also change theintegration option name. Use the drop-down list to locate the name that existsin the Configuration Editor tool.

Finding Specific ValuesAccess the Integration Options screen.

1. Click Find.2. On the Find - Integration Options window, enter the text for which you want to search in the SearchText field.The search function is not case sensitive.

3. Select one or more of these options:• Key• Value• Description

4. To search for exactly what you entered in the Search Text field, select Match Whole String Only.You are not required to select this option.

5. Click Find.Integration options that match the selections appear under the table header on the Find - Integration Optionswindow. If the search returns more than 20 results, a right-facing arrow appears on the window. You canedit, view, or delete Key, Description, Value, or Data Type values.

Importing an Integration OptionAccess the Integration Options screen.

1. Click Import XML.2. On the Import from XML window, click Browse to find the record you want to import.



3. Select the record, and then click Open.The selected record appears in the Import from File field.

4. Select one of these options:• Skip• Override

5. Click OK.Upon completion of the import function, the Configuration Editor displays a message indicating thenumber of records imported. If some records did not import, the message indicates that you shouldcheck the server log for details.

Import from File Name of the XML file that contains the integration options that you want toimport to the Configuration Editor. Use the Browse button next to this field tolocate the XML file.

Skip An option that indicates to the system to ignore records that are in both theXML file and the Configuration Editor database. When the Skip option isselected, records that are in both databases are not written to the ConfigurationEditor database.

Override An option to write all records that are in the XML file. When the Overrideoption is selected, records that are in both the XML file and the ConfigurationEditor database will be written from the XML file to the Configuration Editordatabase, writing over the existing record in the Configuration Editor database.

Exporting an Integration OptionAccess the Integration Options screen.

1. Select Integration Options, a package, a folder, or a flow service, and then click Export XML.A File Download window opens.

2. Click one of these options:• Open, which opens the XML document so that you can read the information online.• Save, which opens a Save As window so that you can save the XML document on your computer.• Cancel, which stops the export operation.• More Info, which provides Help-type information.

Migrating Integration OptionsAccess the Integration Options screen.

1. Click Migrate Integration Options.This link appears only if you have integration options from an old system.

2. On Migrate Integration Options, complete the Old Parent Name field.Select an item from the drop-down list. Migration is complete when there are no entries in the drop-downlist.

3. Complete the New Parent Name field.Use the visual assist (folder button) to select the parent name.



4. Click OK.

Old Parent Name The name of the value from the previous system. Use the drop-down listto select the value.

New Parent Name The name to which you want the Configuration Editor to map the Old ParentName in the current Configuration Editor database. Use the visual assist tofind the new parent name in the Configuration Editor database.

Editing an Integration OptionAccess the Integration Options screen.

1. Select a package, folder, or flow service.Integration options for the selected package, folder, or flow service appear under the table header.

Note. You also can edit integration options for packages, folders, and flow services from the Find -Integration Options window.

2. For a specific integration option, click the button under the Edit column heading.

3. On the Edit - Integration Option window, modify any of these fields:

• Description

• Data Type• Value

4. Click Save.

Key The data that appears in this field is from the ATC_integration_option tablein the Integration Server.

Description User-defined description of the package, folder, or service flow. The datathat appears in this field is from the ATC_integration_option table in theIntegration Server.

Data Type Select an option from the drop-down list. The data that appears in this field isfrom the ATC_integration_option table in the Integration Server.

Value An optional, user-defined entry that you can use to describe the Data Type.The data that appears in this field is from the ATC_integration_option tablein the Integration Server.

Viewing an integration optionAccess the Integration Options screen.

1. Select a package, folder, or flow service.Integration options for the selected package, folder, or flow service appear under the table header.

Note. You also can view integration options for packages, folders, and flow services from the Find -Integration Options window.

2. For a specific integration option, click the button under the View column heading.



You can only view integration options for the package, folder, or service flow from the View IntegrationOption window. The data in this window is from the ATC_integration_option table in the Integration Server.

Copying the KeyAccess the Integration Options screen.

1. Select a package, folder or flow service.Integration options for the selected package, folder, or flow service appear under the table header.

2. For a specific integration option, click the button under the Copy key column heading.

This operation places the information that is under the Key column heading on the clipboard.

Note. If you are using the Netscape browser, you must manually configure the browser so that the copied keycan be placed on the clipboard.

Use these steps to configure the Netscape browser:

1. Open the Netscape browser.

2. In the address bar, enter about.config and then click Search.

A list of Preference Names along with the Status, Type, and Value appears.

3. Change the value corresponding to signed.applets.codebas_principal_support to true.

4. Save the change and exit the Netscape about.config screen.

You should now be able to use Netscape to perform the Copying the Key task.

Deleting an Integration OptionAccess the Integration Options screen.

1. Select a package, folder or flow service.Integration options for the selected package, folder, or flow service appear under the table header.

Note. You also can delete integration options for packages, folders, and flow services from the Find -Integration Options window.

2. For the integration option that you want to delete, click the button under the Delete column heading.

3. Click OK.

This operation removes the selected item from the Configuration Editor.

Moving an Integration OptionYou can move integration options from one package, folder, or flow to another package, folder, or flow whilemaintaining the same value for the key.

Access the Integration Options screen.

1. Select a package, folder, or flow service.The integration options for the selected package, folder, or flow service appear under the table header.

2. For the integration option that you want to move, click the button under the Move column heading.3. On the Move - Integration Option window, click the folder next to the Destination field.



The Select Service window, which is a read only window that mirrors the list of integration options, appears.4. On Select Service, expand packages and folders to view the flow services.5. Select the package, folder, or flow service where you want to move the selected integration option to,and then click Select.This action populates the To Service field on the Move - Integration Option window.

Note. When you select a flow service, the system tries to obtain the namespacename and the localnamethat is defined in the Developer tool. If you have not defined the flow service in the Developer tool, anerror message appears. If you receive an error message, define the flow service in the Developer Tool.

6. On the Move - Integration Option window, click Move.The Integration Option screen refreshes with the selected integration option moved.

Using Code ReferencesThis section provides an overview of code references and discusses how to work with code references.

Understanding Code ReferencesYou use the Configuration Editor Code Reference features to make changes to the cross-referencing codestable. The cross-referencing codes table stores codes in the source system and the corresponding value ofthe code in the target system. To access the Configuration Editor Code Reference features, click the CodeReference menu item in the upper left corner on the Configuration Editor screen. The upper portion of theCode Reference screen provides links to operations that you can perform on code references at the categorylevel. A category is a way to organize and group related code references. Code references are maintained inthe Code Reference database in the Configuration Editor.

The upper portion of the Code Reference screen provides links that enable you to perform these operationson a code reference category:

• Add Category

• Rename Category

• Delete Category

• Add Code Reference

• Find• Import XML• Export XML

You use the Add Category link to add a new category name. This name is stored in the Configuration EditorCode Reference database.

You use the Rename Category link to change the name of an existing category. When you use change thename, the Configuration Editor Code Reference database is updated with the new name.

You use the Delete Category link to remove a category from the Configuration Editor Code Reference database.



You use the Add Code Reference link to add a new code reference to an existing category. The information fora resource consists of CanonicalID, AppID, and NativeID.

You use the Find link to search for specific values within a code reference. You can specify search criteria for anative ID, a category, an Application ID, or a canonical ID. The results appear under the table header column onthe Find window, sorted by AppID in ascending order. Click a column heading to sort by that column heading.To sort by descending order, click the same column heading again. The results are from the ConfigurationEditor Code Reference database. The header table on the Find window also has a column heading called LatchClosed. If you have more than one individual working with the same code reference, you can use this columnto indicate that you are making an update. A value of True prohibits another user from making a change at thesame time that you are making a change. After you make the updates, be sure to change the value back to False.

You use the Import XML link to import code references from an XML File to the Configuration Editor CodeReference database. You can import records to an existing category, and you can import new categories. Uponcompletion of the import function, you receive a status message. If some records imported successfully butsome did not, the message is similar to this: 1 out of 2 records imported. Check log fordetails. Review the server log to obtain information about the records that did not successfully import. Ifall records are imported to the Configuration Editor Code Reference database from the XML file, you willreceive a message similar to this: 2 records imported. Import Complete. You use Export XMLto write records from the Configuration Editor Code Reference database to an XML file. You can import orexport all of the code references or all of the code references in a category.

The lower portion of the Code Reference screen is split into two panes. The left pane displays the categories.The right pane displays a header table. When you select a category, all code reference information for thatcategory appears under the header table. This information is available for each code reference:

• CanonicalID

• AppID• NativeID

The header table also displays the operations that you can perform to update the information for a selectedcode reference:

You can perform these operations on a selected code reference:

• Add Value• Edit Value• View Value• Copy Key• Delete Value

Working with Code ReferencesAccess the Code Reference screen.

Code Reference screen



Select an operation from the links in the upper portion of this screen, or select a category in the lowerportion of the screen to work with specific code references for the selected category. The upper portion ofthe screen displays these links:

• Add Category• Rename Category

• Delete Category

• Add Code Reference

• Find• Import XML• Export XML

Adding a CategoryAccess the Code Reference screen.

1. Click Add Category.

2. On the Add Category window, complete the Category Name field and click Save.

Category Name A user-defined name for a group of code references.

Renaming a CategoryAccess the Code Reference screen.

1. Click Rename Category.2. On the Rename Category window, complete the New Category Name field and click Save.

New Category Name A user-defined name for a group of code references. This operation enablesyou to change an existing category name to a new name.

Deleting a CategoryAccess the Code Reference screen.

1. Select the category to be deleted and then click Delete Category.Categories are in the left pane in the lower portion of the Code Reference screen.

2. Click OK or Cancel on the Confirmation window.

Adding a Code Reference to a CategoryAccess the Code Reference screen.

1. Click Add Code Reference.2. On the Add Code Reference window, use the drop-down list to select the category where you want toadd a code reference.

3. Complete these fields and then click Save:• AppID• NativeID



• CanonicalID4. Click Close after you have added all the resources to the category.

AppID The application name to which the resource, NATIVE_ID belongs; forexample, JD Edwards EnterpriseOne and JD Edwards OneWorld. Stored in theConfiguration Editor Code Reference database table.

NativeID The identification value that is specific to the resource, AppID. Stored in theConfiguration Editor Code Reference database table.

CanonicalID The identification value that is generated by the OneWorldATCAdapter.Stored in the Configuration Editor Code Reference database table.

Finding Specific Values for a Code ReferenceAccess the Code Reference screen.

1. Click Find.2. On the Find window, enter text for which you want to search in the Search Text field:3. Select one or more of these options:• NativeID• Category• AppID• CanonicalID

4. To search for exactly what you entered in the Search Text field, select the Match Whole String Only option.You are not required to select this option.

5. Click Find.Values that match the selections appear under the table header on the Find window. You can edit, view, ordelete the Category, AppID, NativeID, CanonicalID, and Latch Closed values.

Importing Code References from XMLAccess the Code Reference screen.

1. Click Import XML.2. On the Import from XML window, click Browse to find the file you want to import.3. Click the file.The selected file appears in the Import from File data field.





Import from File Name of the XML file that contains the code references that you want toimport to the Configuration Editor. Use the Browse button next to this fieldto locate the XML file. You can import records to an existing category,and you can import new categories.

Skip An option that indicates to the system to ignore records that are in both theXML file and the Configuration Editor database. When the Skip option isselected, records that are in both the XML file and the Configuration Editordatabase are not written to the Configuration Editor database.

Override An option to write all records that are in the XML file. When the Overrideoption is selected, records that are in both the XML file and the ConfigurationEditor database will be written from the XML file to the Configuration Editordatabase, writing over the existing record.

Exporting Code References to XMLAccess the Code Reference screen.

1. Select a category, and then click Export XML.2. Click one of these options:• Open, which opens the XML document so that you can read the information online.• Save, which opens a Save As window so that you can save the XML document on your computer.• Cancel, which stops the export operation.

Adding Values to a Code ReferenceAccess the Code Reference screen.

• Select a category.You also can add values for a category from the Find window.

• For a specific code reference, click Add under the Add Value column heading.• On the Add Value - Category window, complete these fields and then click Save.- CanonicalID- NativeID

Editing Values for a Code ReferenceAccess the Code Reference screen.

1. Select a category.

Note. You also can edit values for a category from the Find window.

2. For a specific code reference, click the button under the Edit column heading.3. On Edit Resource - Category, modify any of these fields and then click Save:• CanonicalID• AppID• NativeID



Viewing Values for a Code ReferenceAccess the Code Reference screen.


Note. You also can view values for a category from the Find window.

2. For a specific code reference, click the button under the View column heading.

The data in this window is from the Configuration Editor Code Reference database table.

Copying a Key for a Code ReferenceAccess the Code Reference screen.

1. Select a category.2. For a specific code reference, click the button under the Copy Key column heading.

This operation places the CanonicalID information on the clipboard.



1. Open the Netscape browser.2. In the address bar, enter about.config and then click Search.A list of Preference Names along with the Status, Type, and Value appears.

3. Change the value corresponding to signed.applets.codebas_principal_support to true.4. Save the change and exit the Netscape about.config screen.

You should now be able to use Netscape to perform the Copying a Key for a Code Reference task.

Deleting Values for a Code ReferenceAccess the Code Reference screen.


Note. You also can delete a category resource from the Find window.

2. For a specific code reference, click the button under the Delete column heading.A confirmation dialog box appears.

3. Click OK to delete the code reference from the Category, or click Cancel to cancel the delete operation.

This operation removes the selected category resource from the Configuration Editor Code Reference database.



Using Key ReferencesThis section provides an overview of key references and discusses how to work with key references.

Understanding Key ReferencesYou use the Configuration Editor Key Reference features to make changes to the cross-referencing keys table.The cross-referencing keys table stores transactional data in the source system and the corresponding value ofthe transactional data in the target system. To access the Key Reference features, click the Key Referencemenu item in the upper left corner on the Configuration Editor screen. Key references are maintained in theKey Reference database in the Configuration Editor.

The upper portion of the Key Reference screen provides links that enable you to perform these operationson a key reference category:

• Add Category• Rename Category• Delete Category• Add Key Reference• Find• Import XML• Export XML

You use the Add Category link to add a new category name. This name is stored in the Configuration EditorKey Reference database.

You use the Rename Category link to change the name of an existing category. When you change the name,the Configuration Editor Key Reference database is updated with the new name.

You use the Delete Category link to remove a category from the Configuration Editor Key Reference database.

You use the Add Key Reference link to add a new key reference to an existing category. The information for aresource consists of CanonicalID, AppID, and NativeID.

You use the Find link to search for specific values within a key reference. You can specify search criteria for anative ID, a category, an Application ID, or a canonical ID. The results appear under the table header column onthe Find window, sorted by AppID in ascending order. Click a column heading to sort by that column heading.To sort by descending order, click the same column heading again. The results are from the ConfigurationEditor Key Reference database. The header table on the Find window also has a column heading called LatchClosed. If you have more than one individual working with the same key reference, you can use this column toindicate that you are making an update. A value of True prohibits another user from making a change at thesame time that you are making a change. After you make the updates, be sure to change the value back to False.

You use the Import XML link to import key references from an XML File to the Configuration Editor KeyReference database. You can import records to an existing category, and you can import new categories. Uponcompletion of the import function, you receive a status message. If some records imported successfully butsome did not, the message is similar to this: 1 out of 2 records imported. Check log fordetails. Review the server log to obtain information about the records that did not successfully import. Ifall records are imported to the Configuration Editor Key Reference database from the XML file, you willreceive a message similar to this: 2 records imported. Import Complete. You use Export XMLto write records from the Configuration Editor Key Reference database to an XML file. You can import orexport all of the key references or all of the key references in a category.



The lower portion of the Key Reference screen is split into two panes. The left pane displays the categories.The right pane displays a header table. When you select a category, all key reference information for thatcategory appears under the header table. This information is available for each key reference:

• CanonicalID• AppID• NativeID

The header table also displays these operations that you can perform to update the information for a selectedkey reference:

You can perform these operations on a selected key reference:

• Add Value• Edit Value• View Value• Copy Key• Delete Value

Working with Key ReferencesAccess the Key Reference screen.

Key Reference screen

Select an operation from the links in the upper portion of this screen, or select a category in the lower portionof the screen to work with specific key references for the selected category. The upper portion of the screendisplays these links:

• Add Category• Rename Category• Delete Category• Add Key Reference• Find• Import XML• Export XML

Adding a CategoryAccess the Key Reference screen.

1. Click Add Category.2. On the Add Category window, complete the Category Name field and click Save.

Category Name A user-defined name for a group of key references.



Renaming a CategoryAccess the Key Reference screen.

1. Click Rename Category.2. On the Rename Category window, complete the New Category Name field and click Save.

New Category Name A user-defined name for a group of key references. This operation enables youto change an existing category name to a new name.

Deleting a CategoryAccess the Key Reference screen.

1. Select the category to be deleted and then click Delete Category.Categories are in the left pane in the lower portion of the Key Reference screen.

2. Click OK or Cancel on the confirmation window.

Adding a Key Reference to a CategoryAccess the Key Reference screen.

1. Click Add Key Reference.2. On the Add Key Reference window, use the drop-down list to select the category where you want toadd a resource.

3. Complete these fields and then click Save:• AppID• NativeID• CanonicalID

4. Click Close after you have added all the resources to the category.

AppID The application name to which the resource, NATIVE_ID belongs; forexample, JD Edwards EnterpriseOne, JD Edwards OneWorld, and so on.Stored in the Configuration Editor Key Reference database table.

NativeID The identification value that is specific to the resource, AppID. Stored in theConfiguration Editor Key Reference database table.

CanonicalID The identification value that is generated by the OneWorldATCAdapter.Stored in the Configuration Editor Key Reference database table.

Finding Specific Values for a Key ReferenceAccess the Key Reference screen.

1. Click Find.2. On the Find window, enter text for which you want to search in the Search Text field:3. Select one or more of these options:• NativeID• Category



• AppID• CanonicalID

4. To search for exactly what you entered in the Search Text field, select the Match Whole String Only option.You are not required to select this option.

5. Click Find.Values that match the selections appear under the table header on the Find window. You can edit, view, ordelete the Category, AppID, NativeID, CanonicalID, or Latch Closed values.

Importing Key References from XMLAccess the Key Reference screen.

1. Click Import XML.2. On the Import from XML window, click Browse to find the file you want to import.3. Click the file.The selected file appears in the Import from File data field.



Import from File Name of the XML file that contains the key references that you want toimport to the Configuration Editor. Use the Browse button next to this fieldto locate the XML file. You can import records to an existing category,and you can import new categories.

Skip An option that indicates to the system to ignore records that are in both theXML file and the Configuration Editor database. When the Skip option isselected, records that are in both the XML file and the Configuration Editordatabase are not written to the Configuration Editor database.

Override An option to write all records that are in the XML file. When the Overrideoption is selected, records that are in both the XML file and the ConfigurationEditor database will be written from the XML file to the Configuration Editordatabase, writing over the existing record.

Exporting Key References to XMLAccess the Key Reference screen.

1. Select a category, and then click Export XML.2. Click one of these options:• Open, which opens the XML document so that you can read the information online.• Save, which opens a Save As window so that you can save the XML document on your computer.



• Cancel, which stops the export operation.

Adding Values to a Key ReferenceAccess the Key Reference screen.

• Select a category.You also can add values for a category from the Find window.

• For a specific key reference, click Add under the Add Value column heading.• On the Add Value - Category window, complete these fields and then click Save.- CanonicalID- NativeID

Editing Values for a Key ReferenceAccess the Key Reference screen.


Note. You also can edit values for a category from the Find window.

2. For a specific key reference, click the button under the Edit column heading.3. On Edit Resource - Category, modify any of these fields and then click Save:• CanonicalID• AppID• NativeID

Viewing a Key ReferenceAccess the Key Reference screen.


Note. You also can view values for a category from the Find window.

2. For a specific key reference, click the button under the View column heading.

The data in this window is from the Configuration Editor Key Reference database table.

Copying a Key for a Key ReferenceAccess the Key Reference screen.

1. Select a category.2. For a specific key reference, click the button under the Copy Key column heading.

This operation places the CanonicalID information on the clipboard.





1. Open the Netscape browser.

2. In the address bar, enter about.config and then click Search.

A list of Preference Names along with the Status, Type, and Value appears.

3. Change the value corresponding to signed.applets.codebas_principal_support to true.

4. Save the change and exit the Netscape about.config screen.

You should now be able to use Netscape to perform the Copying a Key for a Key Reference task.

Deleting Values for a Key ReferenceAccess the Key Reference screen.


Note. You also can delete a category resource from the Find window.

2. For a specific key reference, click the button under the Delete column heading.

A confirmation dialog box appears.

3. Click OK to delete the key reference from the Category, or click Cancel to cancel the delete operation.

This operation removes the selected category resource from the Configuration Editor Key Reference database.


Glossary of JD Edwards EnterpriseOne Terms

activity A scheduling entity in JD Edwards EnterpriseOne tools that represents a designatedamount of time on a calendar.

activity rule The criteria by which an object progresses from one given point to the next in a flow.

add mode A condition of a form that enables users to input data.

Advanced Planning Agent(APAg)

A JD Edwards EnterpriseOne tool that can be used to extract, transform, and loadenterprise data. APAg supports access to data sources in the form of rational databases,flat file format, and other data or message encoding, such as XML.

application server A server in a local area network that contains applications shared by network clients.

as if processing A process that enables you to view currency amounts as if they were entered in acurrency different from the domestic and foreign currency of the transaction.

alternate currency A currency that is different from the domestic currency (when dealing with adomestic-only transaction) or the domestic and foreign currency of a transaction.

In JD Edwards EnterpriseOne Financial Management, alternate currency processingenables you to enter receipts and payments in a currency other than the one in whichthey were issued.

as of processing A process that is run as of a specific point in time to summarize transactions up to thatdate. For example, you can run various JD Edwards EnterpriseOne reports as of aspecific date to determine balances and amounts of accounts, units, and so on as ofthat date.

back-to-back process A process in JD Edwards EnterpriseOne Supply Management that contains the samekeys that are used in another process.

batch processing A process of transferring records from a third-party system to JD EdwardsEnterpriseOne.

In JD Edwards EnterpriseOne Financial Management, batch processing enablesyou to transfer invoices and vouchers that are entered in a system other than JDEdwards EnterpriseOne to JD Edwards EnterpriseOne Accounts Receivable and JDEdwards EnterpriseOne Accounts Payable, respectively. In addition, you can transferaddress book information, including customer and supplier records, to JD EdwardsEnterpriseOne.

batch server A server that is designated for running batch processing requests. A batch servertypically does not contain a database nor does it run interactive applications.

batch-of-one immediate A transaction method that enables a client application to perform work on a clientworkstation, then submit the work all at once to a server application for furtherprocessing. As a batch process is running on the server, the client application cancontinue performing other tasks.

See also direct connect and store-and-forward.

business function A named set of user-created, reusable business rules and logs that can be calledthrough event rules. Business functions can run a transaction or a subset of atransaction (check inventory, issue work orders, and so on). Business functions alsocontain the application programming interfaces (APIs) that enable them to be calledfrom a form, a database trigger, or a non-JD Edwards EnterpriseOne application.Business functions can be combined with other business functions, forms, event rules,


Glossary

and other components to make up an application. Business functions can be createdthrough event rules or third-generation languages, such as C. Examples of businessfunctions include Credit Check and Item Availability.

business function event rule See named event rule (NER).

business view Ameans for selecting specific columns from one or more JD Edwards EnterpriseOneapplication tables whose data is used in an application or report. A business viewdoes not select specific rows, nor does it contain any actual data. It is strictly a viewthrough which you can manipulate data.

central objects merge A process that blends a customer’s modifications to the objects in a current releasewith objects in a new release.

central server A server that has been designated to contain the originally installed version of thesoftware (central objects) for deployment to client computers. In a typical JDEdwards EnterpriseOne installation, the software is loaded on to one machine—thecentral server. Then, copies of the software are pushed out or downloaded to variousworkstations attached to it. That way, if the software is altered or corrupted through itsuse on workstations, an original set of objects (central objects) is always availableon the central server.

charts Tables of information in JD Edwards EnterpriseOne that appear on forms in thesoftware.

connector Component-based interoperability model that enables third-party applications andJD Edwards EnterpriseOne to share logic and data. The JD Edwards EnterpriseOneconnector architecture includes Java and COM connectors.

contra/clearing account A general ledger account in JD Edwards EnterpriseOne Financial Management thatis used by the system to offset (balance) journal entries. For example, you can use acontra/clearing account to balance the entries created by allocations in JD EdwardsEnterpriseOne Financial Management.

Control TableWorkbench An application that, during the InstallationWorkbench processing, runs the batchapplications for the planned merges that update the data dictionary, user-definedcodes, menus, and user override tables.

control tables merge A process that blends a customer’s modifications to the control tables with the data thataccompanies a new release.

cost assignment The process in JD Edwards EnterpriseOne Advanced Cost Accounting of tracing orallocating resources to activities or cost objects.

cost component In JD Edwards EnterpriseOneManufacturing, an element of an item’s cost (forexample, material, labor, or overhead).

cross segment edit A logic statement that establishes the relationship between configured item segments.Cross segment edits are used to prevent ordering of configurations that cannot beproduced.

currency restatement The process of converting amounts from one currency into another currency, generallyfor reporting purposes. You can use the currency restatement process, for example,when many currencies must be restated into a single currency for consolidatedreporting.

database server A server in a local area network that maintains a database and performs searchesfor client computers.

Data SourceWorkbench An application that, during the InstallationWorkbench process, copies all data sourcesthat are defined in the installation plan from the Data Source Master and Table andData Source Sizing tables in the Planner data source to the system-release number datasource. It also updates the Data Source Plan detail record to reflect completion.


Glossary

date pattern A calendar that represents the beginning date for the fiscal year and the ending date foreach period in that year in standard and 52-period accounting.

denominated-in currency The company currency in which financial reports are based.

deployment server A server that is used to install, maintain, and distribute software to one or moreenterprise servers and client workstations.

detail information Information that relates to individual lines in JD Edwards EnterpriseOne transactions(for example, voucher pay items and sales order detail lines).

direct connect A transaction method in which a client application communicates interactively anddirectly with a server application.

See also batch-of-one immediate and store-and-forward.

Do Not Translate (DNT) A type of data source that must exist on the iSeries because of BLOB restrictions.

dual pricing The process of providing prices for goods and services in two currencies.

edit code A code that indicates how a specific value for a report or a form should appear or beformatted. The default edit codes that pertain to reporting require particular attentionbecause they account for a substantial amount of information.

edit mode A condition of a form that enables users to change data.

edit rule Amethod used for formatting and validating user entries against a predefined ruleor set of rules.

Electronic Data Interchange(EDI)

An interoperability model that enables paperless computer-to-computer exchange ofbusiness transactions between JD Edwards EnterpriseOne and third-party systems.Companies that use EDI must have translator software to convert data from the EDIstandard format to the formats of their computer systems.

embedded event rule An event rule that is specific to a particular table or application. Examples includeform-to-form calls, hiding a field based on a processing option value, and calling abusiness function. Contrast with the business function event rule.

EmployeeWork Center A central location for sending and receiving all JD Edwards EnterpriseOne messages(system and user generated), regardless of the originating application or user. Eachuser has a mailbox that contains workflow and other messages, including ActiveMessages.

enterprise server A server that contains the database and the logic for JD Edwards EnterpriseOne.

EnterpriseOne object A reusable piece of code that is used to build applications. Object types include tables,forms, business functions, data dictionary items, batch processes, business views,event rules, versions, data structures, and media objects.

EnterpriseOne process A software process that enables JD Edwards EnterpriseOne clients and serversto handle processing requests and run transactions. A client runs one process,and servers can have multiple instances of a process. JD Edwards EnterpriseOneprocesses can also be dedicated to specific tasks (for example, workflow messagesand data replication) to ensure that critical processes don’t have to wait if the serveris particularly busy.

EnvironmentWorkbench An application that, during the InstallationWorkbench process, copies theenvironment information and Object Configuration Manager tables for eachenvironment from the Planner data source to the system-release number data source. Italso updates the Environment Plan detail record to reflect completion.

escalation monitor A batch process that monitors pending requests or activities and restarts or forwardsthem to the next step or user after they have been inactive for a specified amount oftime.


Glossary

event rule A logic statement that instructs the system to perform one or more operations basedon an activity that can occur in a specific application, such as entering a form orexiting a field.

facility An entity within a business for which you want to track costs. For example, a facilitymight be a warehouse location, job, project, work center, or branch/plant. A facility issometimes referred to as a “business unit.”

fast path A command prompt that enables the user to move quickly among menus andapplications by using specific commands.

file server A server that stores files to be accessed by other computers on the network. Unlikea disk server, which appears to the user as a remote disk drive, a file server is asophisticated device that not only stores files, but also manages them and maintainsorder as network users request files and make changes to these files.

final mode The report processing mode of a processing mode of a program that updates orcreates data records.

FTP server A server that responds to requests for files via file transfer protocol.

header information Information at the beginning of a table or form. Header information is used to identifyor provide control information for the group of records that follows.

interface table See Z table.

integration server A server that facilitates interaction between diverse operating systems and applicationsacross internal and external networked computer systems.

integrity test A process used to supplement a company’s internal balancing procedures by locatingand reporting balancing problems and data inconsistencies.

interoperability model Amethod for third-party systems to connect to or access JD Edwards EnterpriseOne.

in-your-face-error In JD Edwards EnterpriseOne, a form-level property which, when enabled, causes thetext of application errors to appear on the form.

IServer service This internet server service resides on the web server and is used to speed up deliveryof the Java class files from the database to the client.

jargon An alternative data dictionary item description that JD Edwards EnterpriseOne appearsbased on the product code of the current object.

Java application server A component-based server that resides in the middle-tier of a server-centricarchitecture. This server provides middleware services for security and statemaintenance, along with data access and persistence.

JDBNET A database driver that enables heterogeneous servers to access each other’s data.

JDEBASE DatabaseMiddleware

A JD Edwards EnterpriseOne proprietary database middleware package that providesplatform-independent APIs, along with client-to-server access.

JDECallObject An API used by business functions to invoke other business functions.

jde.ini A JD Edwards EnterpriseOne file (or member for iSeries) that provides the runtimesettings required for JD Edwards EnterpriseOne initialization. Specific versions of thefile or member must reside on every machine running JD Edwards EnterpriseOne.This includes workstations and servers.

JDEIPC Communications programming tools used by server code to regulate access to thesame data in multiprocess environments, communicate and coordinate betweenprocesses, and create new processes.


Glossary

jde.log The main diagnostic log file of JD Edwards EnterpriseOne. This file is always locatedin the root directory on the primary drive and contains status and error messages fromthe startup and operation of JD Edwards EnterpriseOne.

JDENET A JD Edwards EnterpriseOne proprietary communications middleware package. Thispackage is a peer-to-peer, message-based, socket-based, multiprocess communicationsmiddleware solution. It handles client-to-server and server-to-server communicationsfor all JD Edwards EnterpriseOne supported platforms.

LocationWorkbench An application that, during the InstallationWorkbench process, copies all locationsthat are defined in the installation plan from the Location Master table in the Plannerdata source to the system data source.

logic server A server in a distributed network that provides the business logic for an applicationprogram. In a typical configuration, pristine objects are replicated on to the logicserver from the central server. The logic server, in conjunction with workstations,actually performs the processing required when JD Edwards EnterpriseOne softwareruns.

MailMergeWorkbench An application that merges Microsoft Word 6.0 (or higher) word-processingdocuments with JD Edwards EnterpriseOne records to automatically print businessdocuments. You can use MailMerge Workbench to print documents, such as formletters about verification of employment.

master business function (MBF) An interactive master file that serves as a central location for adding, changing, andupdating information in a database. Master business functions pass informationbetween data entry forms and the appropriate tables. These master functions provide acommon set of functions that contain all of the necessary default and editing rules forrelated programs. MBFs contain logic that ensures the integrity of adding, updating,and deleting information from databases.

master table See published table.

matching document A document associated with an original document to complete or change a transaction.For example, in JD Edwards EnterpriseOne Financial Management, a receipt is thematching document of an invoice, and a payment is the matching document of avoucher.

media storage object Files that use one of the following naming conventions that are not organized intotable format: Gxxx, xxxGT, or GTxxx.

message center A central location for sending and receiving all JD Edwards EnterpriseOne messages(system and user generated), regardless of the originating application or user.

messaging adapter An interoperability model that enables third-party systems to connect to JD EdwardsEnterpriseOne to exchange information through the use of messaging queues.

messaging server A server that handles messages that are sent for use by other programs using amessaging API. Messaging servers typically employ a middleware program to performtheir functions.

named event rule (NER) Encapsulated, reusable business logic created using event rules, rather that Cprogramming. NERs are also called business function event rules. NERs can be reusedin multiple places by multiple programs. This modularity lends itself to streamlining,reusability of code, and less work.

nota fiscal In Brazil, a legal document that must accompany all commercial transactions for taxpurposes and that must contain information required by tax regulations.

nota fiscal factura In Brazil, a nota fiscal with invoice information.

See also nota fiscal.


Glossary

Object ConfigurationManager(OCM)

In JD Edwards EnterpriseOne, the object request broker and control center forthe runtime environment. OCM keeps track of the runtime locations for businessfunctions, data, and batch applications. When one of these objects is called, OCMdirects access to it using defaults and overrides for a given environment and user.

Object Librarian A repository of all versions, applications, and business functions reusable in buildingapplications. Object Librarian provides check-out and check-in capabilities fordevelopers, and it controls the creation, modification, and use of JD EdwardsEnterpriseOne objects. Object Librarian supports multiple environments (such asproduction and development) and enables objects to be easily moved from oneenvironment to another.

Object Librarian merge A process that blends any modifications to the Object Librarian in a previous releaseinto the Object Librarian in a new release.

Open Data Access (ODA) An interoperability model that enables you to use SQL statements to extract JDEdwards EnterpriseOne data for summarization and report generation.

Output Stream Access (OSA) An interoperability model that enables you to set up an interface for JD EdwardsEnterpriseOne to pass data to another software package, such as Microsoft Excel,for processing.

package JD Edwards EnterpriseOne objects are installed to workstations in packages from thedeployment server. A package can be compared to a bill of material or kit that indicatesthe necessary objects for that workstation and where on the deployment server theinstallation program can find them. It is point-in-time snapshot of the central objectson the deployment server.

package build A software application that facilitates the deployment of software changes and newapplications to existing users. Additionally, in JD Edwards EnterpriseOne, a packagebuild can be a compiled version of the software. When you upgrade your version of theERP software, for example, you are said to take a package build.

Consider the following context: “Also, do not transfer business functions into theproduction path code until you are ready to deploy, because a global build of businessfunctions done during a package build will automatically include the new functions.”The process of creating a package build is often referred to, as it is in this example,simply as “a package build.”

package location The directory structure location for the package and its set of replicated objects.This is usually \\deployment server\release\path_code\package\package name. Thesubdirectories under this path are where the replicated objects for the package areplaced. This is also referred to as where the package is built or stored.

PackageWorkbench An application that, during the InstallationWorkbench process, transfers the packageinformation tables from the Planner data source to the system-release number datasource. It also updates the Package Plan detail record to reflect completion.

planning family Ameans of grouping end items whose similarity of design and manufacture facilitatesbeing planned in aggregate.

preference profile The ability to define default values for specified fields for a user-defined hierarchy ofitems, item groups, customers, and customer groups.

print server The interface between a printer and a network that enables network clients to connectto the printer and send their print jobs to it. A print server can be a computer, separatehardware device, or even hardware that resides inside of the printer itself.

pristine environment A JD Edwards EnterpriseOne environment used to test unaltered objects with JDEdwards EnterpriseOne demonstration data or for training classes. You must have thisenvironment so that you can compare pristine objects that you modify.


Glossary

processing option A data structure that enables users to supply parameters that regulate the running ofa batch program or report. For example, you can use processing options to specifydefault values for certain fields, to determine how information appears or is printed,to specify date ranges, to supply runtime values that regulate program execution,and so on.

production environment A JD Edwards EnterpriseOne environment in which users operate EnterpriseOnesoftware.

production-grade file server A file server that has been quality assurance tested and commercialized and that isusually provided in conjunction with user support services.

program temporary fix (PTF) A representation of changes to JD Edwards EnterpriseOne software that yourorganization receives on magnetic tapes or disks.

project In JD Edwards EnterpriseOne, a virtual container for objects being developed inObject ManagementWorkbench.

promotion path The designated path for advancing objects or projects in a workflow. The followingis the normal promotion cycle (path):

11>21>26>28>38>01

In this path, 11 equals new project pending review, 21 equals programming, 26 equalsQA test/review, 28 equals QA test/review complete, 38 equals in production, 01 equalscomplete. During the normal project promotion cycle, developers check objects outof and into the development path code and then promote them to the prototype pathcode. The objects are then moved to the productions path code before declaringthem complete.

proxy server A server that acts as a barrier between a workstation and the internet so that theenterprise can ensure security, administrative control, and caching service.

published table Also called a master table, this is the central copy to be replicated to other machines.Residing on the publisher machine, the F98DRPUB table identifies all of the publishedtables and their associated publishers in the enterprise.

publisher The server that is responsible for the published table. The F98DRPUB table identifiesall of the published tables and their associated publishers in the enterprise.

pull replication One of the JD Edwards EnterpriseOne methods for replicating data to individualworkstations. Such machines are set up as pull subscribers using JD EdwardsEnterpriseOne data replication tools. The only time that pull subscribers are notified ofchanges, updates, and deletions is when they request such information. The requestis in the form of a message that is sent, usually at startup, from the pull subscriber tothe server machine that stores the F98DRPCN table.

QBE An abbreviation for query by example. In JD Edwards EnterpriseOne, the QBE line isthe top line on a detail area that is used for filtering data.

real-time event A service that uses system calls to capture JD Edwards EnterpriseOne transactions asthey occur and to provide notification to third-party software, end users, and otherJD Edwards EnterpriseOne systems that have requested notification when certaintransactions occur.

refresh A function used to modify JD Edwards EnterpriseOne software, or subset of it, suchas a table or business data, so that it functions at a new release or cumulative updatelevel, such as B73.2 or B73.2.1.

replication server A server that is responsible for replicating central objects to client machines.

quote order In JD Edwards Procurement and Subcontract Management, a request from a supplierfor item and price information from which you can create a purchase order.


Glossary

In JD Edwards Sales Order Management, item and price information for a customerwho has not yet committed to a sales order.

selection Found on JD Edwards EnterpriseOne menus, a selection represents functions that youcan access from a menu. To make a selection, type the associated number in theSelection field and press Enter.

ServerWorkbench An application that, during the InstallationWorkbench process, copies the serverconfiguration files from the Planner data source to the system-release number datasource. It also updates the Server Plan detail record to reflect completion.

spot rate An exchange rate entered at the transaction level. This rate overrides the exchange ratethat is set up between two currencies.

Specification merge Amerge that comprises three merges: Object Librarian merge, Versions List merge,and Central Objects merge. The merges blend customer modifications with data thataccompanies a new release.

specification A complete description of a JD Edwards EnterpriseOne object. Each object has its ownspecification, or name, which is used to build applications.

Specification Table MergeWorkbench

An application that, during the InstallationWorkbench process, runs the batchapplications that update the specification tables.

store-and-forward The mode of processing that enables users who are disconnected from a server to entertransactions and then later connect to the server to upload those transactions.

subscriber table Table F98DRSUB, which is stored on the publisher server with the F98DRPUB tableand identifies all of the subscriber machines for each published table.

supplemental data Any type of information that is not maintained in a master file. Supplemental data isusually additional information about employees, applicants, requisitions, and jobs(such as an employee’s job skills, degrees, or foreign languages spoken). You can trackvirtually any type of information that your organization needs.

For example, in addition to the data in the standard master tables (the Address BookMaster, Customer Master, and Supplier Master tables), you can maintain otherkinds of data in separate, generic databases. These generic databases enable astandard approach to entering and maintaining supplemental data across JD EdwardsEnterpriseOne systems.

table access management(TAM)

The JD Edwards EnterpriseOne component that handles the storage and retrievalof use-defined data. TAM stores information, such as data dictionary definitions;application and report specifications; event rules; table definitions; business functioninput parameters and library information; and data structure definitions for runningapplications, reports, and business functions.

Table ConversionWorkbench An interoperability model that enables the exchange of information between JDEdwards EnterpriseOne and third-party systems using non-JD Edwards EnterpriseOnetables.

table conversion An interoperability model that enables the exchange of information between JDEdwards EnterpriseOne and third-party systems using non-JD Edwards EnterpriseOnetables.

table event rules Logic that is attached to database triggers that runs whenever the action specified bythe trigger occurs against the table. Although JD Edwards EnterpriseOne enablesevent rules to be attached to application events, this functionality is applicationspecific. Table event rules provide embedded logic at the table level.

terminal server A server that enables terminals, microcomputers, and other devices to connect to anetwork or host computer or to devices attached to that particular computer.


Glossary

three-tier processing The task of entering, reviewing and approving, and posting batches of transactions inJD Edwards EnterpriseOne.

three-way voucher match In JD Edwards Procurement and Subcontract Management, the process of comparingreceipt information to supplier’s invoices to create vouchers. In a three-way match,you use the receipt records to create vouchers.

transaction processing (TP)monitor

Amonitor that controls data transfer between local and remote terminals and theapplications that originated them. TP monitors also protect data integrity in thedistributed environment and may include programs that validate data and formatterminal screens.

transaction set An electronic business transaction (electronic data interchange standard document)made up of segments.

trigger One of several events specific to data dictionary items. You can attach logic to a datadictionary item that the system processes automatically when the event occurs.

triggering event A specific workflow event that requires special action or has defined consequencesor resulting actions.

two-way voucher match In JD Edwards Procurement and Subcontract Management, the process of comparingpurchase order detail lines to the suppliers’ invoices to create vouchers. You do notrecord receipt information.

User Overrides merge Adds new user override records into a customer’s user override table.

variance In JD Edwards Capital Asset Management, the difference between revenue generatedby a piece of equipment and costs incurred by the equipment.

In JD Edwards EnterpriseOne Project Costing and JD Edwards EnterpriseOneManufacturing, the difference between two methods of costing the same item (forexample, the difference between the frozen standard cost and the current cost isan engineering variance). Frozen standard costs come from the Cost Componentstable, and the current costs are calculated using the current bill of material, routing,and overhead rates.

Version List merge The Versions List merge preserves any non-XJDE and non-ZJDE versionspecifications for objects that are valid in the new release, as well as their processingoptions data.

visual assist Forms that can be invoked from a control via a trigger to assist the user in determiningwhat data belongs in the control.

vocabulary override An alternate description for a data dictionary item that appears on a specific JDEdwards EnterpriseOne form or report.

wchar_t An internal type of a wide character. It is used for writing portable programs forinternational markets.

web application server Aweb server that enables web applications to exchange data with the back-endsystems and databases used in eBusiness transactions.

web server A server that sends information as requested by a browser, using the TCP/IP set ofprotocols. A web server can do more than just coordination of requests from browsers;it can do anything a normal server can do, such as house applications or data. Anycomputer can be turned into a web server by installing server software and connectingthe machine to the internet.

Windows terminal server Amultiuser server that enables terminals and minimally configured computers todisplayWindows applications even if they are not capable of runningWindowssoftware themselves. All client processing is performed centrally at theWindows


Glossary

terminal server and only display, keystroke, and mouse commands are transmitted overthe network to the client terminal device.

workbench A program that enables users to access a group of related programs from a single entrypoint. Typically, the programs that you access from a workbench are used to completea large business process. For example, you use the JD Edwards EnterpriseOnePayroll Cycle Workbench (P07210) to access all of the programs that the system usesto process payroll, print payments, create payroll reports, create journal entries,and update payroll history. Examples of JD Edwards EnterpriseOne workbenchesinclude Service Management Workbench (P90CD020), Line SchedulingWorkbench(P3153), PlanningWorkbench (P13700), Auditor’s Workbench (P09E115), andPayroll Cycle Workbench.

work day calendar In JD Edwards EnterpriseOneManufacturing, a calendar that is used in planningfunctions that consecutively lists only working days so that component and work orderscheduling can be done based on the actual number of work days available. A workday calendar is sometimes referred to as planning calendar, manufacturing calendar, orshop floor calendar.

workflow The automation of a business process, in whole or in part, during which documents,information, or tasks are passed from one participant to another for action, accordingto a set of procedural rules.

workgroup server A server that usually contains subsets of data replicated from a master network server.A workgroup server does not perform application or batch processing.

XAPI events A service that uses system calls to capture JD Edwards EnterpriseOne transactionsas they occur and then calls third-party software, end users, and other JD EdwardsEnterpriseOne systems that have requested notification when the specifiedtransactions occur to return a response.

XMLCallObject An interoperability capability that enables you to call business functions.

XMLDispatch An interoperability capability that provides a single point of entry for all XMLdocuments coming into JD Edwards EnterpriseOne for responses.

XMLList An interoperability capability that enables you to request and receive JD EdwardsEnterpriseOne database information in chunks.

XML Service An interoperability capability that enables you to request events from one JD EdwardsEnterpriseOne system and receive a response from another JD Edwards EnterpriseOnesystem.

XMLTransaction An interoperability capability that enables you to use a predefined transaction type tosend information to or request information from JD Edwards EnterpriseOne. XMLtransaction uses interface table functionality.

XMLTransaction Service(XTS)

Transforms an XML document that is not in the JD Edwards EnterpriseOne formatinto an XML document that can be processed by JD Edwards EnterpriseOne. XTSthen transforms the response back to the request originator XML format.

Z event A service that uses interface table functionality to capture JD Edwards EnterpriseOnetransactions and provide notification to third-party software, end users, and other JDEdwards EnterpriseOne systems that have requested to be notified when certaintransactions occur.

Z table Aworking table where non-JD Edwards EnterpriseOne information can be stored andthen processed into JD Edwards EnterpriseOne. Z tables also can be used to retrieveJD Edwards EnterpriseOne data. Z tables are also known as interface tables.

Z transaction Third-party data that is properly formatted in interface tables for updating to theJD Edwards EnterpriseOne database.


Index

Aadditional documentation viapplication fundamentals v

Ccategory 15code reference informationadding 19copying 20deleting 20editing 19finding specific values 18locating 16sorting 16updating 16using latch closed 16viewing 20

code reference values, See code referenceinformationcode referencesadding a code reference to acategory 16, 17adding categories 15, 17deleting categories 15, 17exporting to XML 16, 19importing from XML 16, 18overview 3renaming categories 15, 17understanding 15

comments, submitting xcommon fields xConfiguration Editoraccessing 4opening 6

contact information xcross-references ixCustomer Connection website vi

Ddatabases supportedDB2 4DB2400 4Oracle 4SQL 4

Developer tool 7, 8, 9, 10, 11, 15

documentationprinted virelated viupdates vi

Fflow service 3, 7folder 3, 7

Hhelp information 6

Iimplementation guidesordering vi

integration option informationcopying 14deleting 14editing 13moving 14sorting 8viewing 13

integration option values, See integrationoption informationintegration optionsadding 7, 10exporting XML 8, 12finding information 8, 11importing XML 8, 11migrating 8, 12overview 3renaming folders 8, 10renaming universal name 8, 11understanding 7

JJDBC connection 4, 7journal process 4

Kkey reference informationadding 25copying 25deleting 26editing 25


Index

finding specific values 23locating 22sorting 21updating 21using latch closed 21viewing 25

key reference values, See key referenceinformationkey referencesadding a code reference to a category 21adding a key reference to a category 23adding categories 21, 22category 21deleting categories 21, 23exporting to XML 21, 24importing from XML 21, 24overview 4renaming categories 21, 23

Llatch closed usage 16, 21local name 8localname 8, 10, 15

Mmultiple connections 5

Nnamespace name 8namespacename 8, 10, 15Netscape browser, configuring 14, 20, 26notes ix

Ooperationscode reference information 16code references 15integration options 7key reference information 22key references 21

overviewcode references 3Configuration Editor 3flow service 3folder 3integration options 3key references 4package 3

Ppackage 3, 7PeopleCode, typographicalconventions viiipermissions 4prerequisites vprinted documentation vi

Rrelated documentation vi

Ssuggestions, submitting xsystem directory folder 7

Ttypographical conventions viii

Uuniversal name 8

Vvisual cues ix

Wwarnings ixweb client 4


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