Oracle Business Accelerators for JD Edwards EnterpriseOne Installation Guide

Oracle Business Accelerators for JD Edwards EnterpriseOne 9.0 Installation Guide

March 2009

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Table of Contents

Chapter 1: About this Guide 1

Chapter 2: Understanding Business Accelerators 2

Chapter 3: Working with JD Edwards EnterpriseOne 4 Installing JD Edwards EnterpriseOne ............................................................. 4

Chapter 4: Working with Change Assistant 6 Understanding Change Assistant.................................................................... 6 Installing the Java Runtime Engine................................................................. 6 Installing the Change Assistant....................................................................... 6

Chapter 5: Installing Business Accelerator Packages 10 Understanding Business Accelerator Configurations...................................... 10 Downloading Business Accelerator Packages................................................ 11 Deploying the ESU.......................................................................................... 12 Deploying Business Accelerators.................................................................... 12 Loading Data on the Deployment Server ........................................................ 16

Chapter 1: About this Guide

Oracle Business Accelerators for JD Edwards EnterpriseOne Installation Guide provides instructions and guidelines for installing Business Accelerators. This document provides an overview of Business Accelerators and identifies the steps for installing and deploying the Business Accelerators for JD Edwards EnterpriseOne.

When a reference is made to another document, you should be able to click on the referenced document name to access the document. Navigation from Customer Connection to the document is also provided for each referenced document.

Copyright © 2009, Oracle. All rights reserved 1

Chapter 2: Understanding Business Accelerators

Oracle Business Accelerators for JD Edwards EnterpriseOne enable you to easily configure your JD Edwards EnterpriseOne system. Business Accelerators help you define the setup data that supports business processes in JD Edwards EnterpriseOne products. Each Business Accelerator presents a series of business focused questions that are based on the applications that you select. Only those questions that pertain to the products that you select for implementation are displayed to you. Business Accelerators can be used with JD Edwards EnterpriseOne 8.12 and later releases.

Note Business Accelerators are release specific. You cannot apply a Business Accelerator for JD Edwards EnterpriseOne 8.12 to JD Edwards EnterpriseOne 9.0.

Customers can purchase an Oracle Business Accelerator for JD Edwards EnterpriseOne to use during their implementation of JD Edwards EnterpriseOne. Using Business Accelerators can greatly reduce implementation time and costs. Business partners can use Business Accelerators as the basis to create custom configurations to support a particular country or industry. Business partners can use Oracle provided tools to create new Business Accelerators that can then be used for implementing JD Edwards EnterpriseOne.

This diagram provides an overview of the components that are required for running Business Accelerators:

Overview of Components

Installing a Business Accelerator involves pre- and post-installation tasks. The following list outlines the tasks for installing and deploying Business Accelerators:

1. Install JD Edwards EnterpriseOne 9.0 (or later version).

2 Copyright © 2009, Oracle. All rights reserved

2. Install appropriate Java Runtime Engine (JRE).

JD Edwards EnterpriseOne 9.0 Installation Guides

Knowledge > All Products Information > Documentation - Install & Updates > Installation and Upgrade > Installation Guides & Updates > JD Edwards EnterpriseOne 9.0 Installation Guides, Update

3. Install JD Edwards EnterpriseOne Change Assistant.

4. Install and deploy the ESU, if required.

5. Deploy Business Accelerators.

a. Answer questions.

i. Temporarily exit the question and answer user session.

ii. Restart the question and answer user session.

iii. Export the user session to your Deployment Server.

iv. Import the user session on your Deployment Server.

b. Load data.

If you have already performed a task, you can skip the step. However, you should review any post-installation steps identified in reference documentation to ensure all steps are completed.


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Chapter 3: Working with JD Edwards EnterpriseOne

This chapter discusses installing JD Edwards EnterpriseOne.

Installing JD Edwards EnterpriseOne Business Accelerators work with an installation of JD Edwards EnterpriseOne at a release level of 8.12 or later and are applied from the Deployment Server. The environment on your Deployment Server should have only the base software that is provided on a CD or as an electronic download. You should not perform any testing or update any ESUs other than the ESU that supports Business Accelerators. Do not serialize or execute applications until after you load the Business Accelerators onto your Deployment Server. The Business Accelerator question and response user session might change items, such as data dictionary, and any applications that have been executed will need to be regenerated.

You can download and install the JD Edwards EnterpriseOne software from the Oracle Electronic Delivery (http://edelivery.oracle.com/) site. You must ensure that you install the JD Edwards EnterpriseOne software in accordance with the steps provided in Chapters 1 through 6 of the JD Edwards EnterpriseOne Applications Release 9.0 Installation Guide.

Note You can run the question and answer portion of the Business Accelerator on a machine other than your Deployment Server. You can use Business Accelerators in these ways:

• You can answer Business Accelerator questions without being connected to a JD Edwards EnterpriseOne installation. You must transfer the answers to your Deployment Server.

• You can use Business Accelerators with a standalone version of JD Edwards EnterpriseOne 9.0. In this case, you load the answers onto the standalone version. You can also move this answer set to a full server version of JD Edwards EnterpriseOne.


http://edelivery.oracle.com/



See also JD Edwards EnterpriseOne 9.0 Installation Guides

Knowledge > All Products Information > Documentation - Install & Updates > Installation and Upgrade > Installation Guides & Updates > JD Edwards EnterpriseOne 9.0 Installation Guides, Update

JD Edwards EnterpriseOne 9.0 Standalone Client Installation Guide

Knowledge > All Products Information > Documentation - Install & Updates > Installation and Upgrade > Installation Guides & Updates







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Chapter 4: Working with Change Assistant

This chapter provides an overview of Change Assistant and discusses how to:

• Install the Java Runtime Engine

• Install the Change Assistant

Understanding Change Assistant The JD Edwards EnterpriseOne and World Change Assistant is a standalone Java application that helps you manage, download, and deploy JD Edwards EnterpriseOne packages. Change Assistant provides a single point of entry to facilitate administration of software updates and fixes. You can download the Change Assistant from the Update Center by clicking the Download the Change Assistant Application link.

Change Assistant requires a Java Runtime Engine (JRE). Change Assistant now supports all JDK releases above 1.5.10 including 1.6 releases. Do not use JRE 1.5.0_06, JRE 1.5.0_07, or JRE 1.5.0_08.

You can access the Update Center by clicking here or by using the following navigation from My Oracle Support web site.

Patches and Downloads | JD Edwards Products | Update Center

Installing the Java Runtime Engine Change Assistant now supports all JDK releases above 1.5.10 including 1.6 releases. If you do not have an appropriate version of the JRE installed, you might not be able to launch or execute Change Assistant. You can download the appropriate JDK/JRE by following the instructions on the Configurations page on the Update Center. (http://edelivery.oracle.com/) site.

If you have problems after installing JDK 1.5.10, Oracle recommends that you manually remove all existing JREs and start over.

Installing the Change Assistant You can download the Change Assistant from the Update Center by clicking the Installing the Change Assistant Application link.

When the installation is finished, a Preference wizard opens, prompting you for preferences for setting up Change Assistant. If you already have Change Assistant installed, or if the Preference wizard does not appear when installing Change Assistant, you can launch Change Assistant from your desktop. You can change or set up your preferences by selecting Preferences from the Edit menu.


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The Preference Wizard provides an option for you to choose whether the Preference wizard always appears upon startup of the tool. If you choose to have the Preference wizard always appear, you are prompted for your Update Center password every time you launch Change Assistant.

► To install Change Assistant

From the My Oracle Support web site:

1. Click the Installing the Change Assistant Application link on the Update Center web page.

The JD Edwards EnterpriseOne and World Change Assistant Version 2.2 page opens providing information about Change Assistant features.

2. Click the “here” link in Step 2, under Installing Change Assistant.

The Preference wizard opens, prompting you for preference information.

3. For Update Center Authentication, enter your Update Center access information in the following fields:

• User ID

Enter your Update Center user ID.

• Password

Enter your Update Center password.

• User Name

• E-mail

• Phone

4. If you want to disable the Update Center connection, select the Disable Update Center connection check box.

If you select this check box, you will not be able to search for and download ESUs.

5. If you want to be prompted for your password each time Change Assistant starts, select the Always Prompt at Startup? option.

This option is on all pages of the Preference Wizard. If you change your selection on a future page, the change is reflected on all pages.

6. Click Next to open the next page of the Preference wizard, which prompts your for connection information.

7. The system provides default values for these Update Center Connection fields:

• Timeout

• Number of Retries

Oracle recommends you use the default values.

8. If you access the Update Center through a proxy server that requires authentication, enter this information:



• User ID

• Password

• Domain

9. Click Next to open the next page of the Preference wizard, which prompts you for download information.

10. Enter the path to the directory where you want to store downloaded updates.

11. Select the Include Dependencies option to automatically include dependent packages in download and deployment requests.

12. Select Show News and Links at Startup to automatically display this information each time you launch Change Assistant.

If you select this option, the Show News and Links page appears each time you launch Change Assistant. If you do not select this option, the Change Assistant opens with your last location.

13. Click Next to open the next page of the Preference wizard, which prompts you for Logging information.

14. Enter the directory for the activity Log files.

Deployment activity for downloads is kept in the log file directory. This includes information about download times and deployment times. This location is also used to hold information that is captured during the deployment of downloaded packages. You create the download log by searching your local downloads or by retrieving download audit information from the Update Center.

15. Select Create Download Log from current downloads if you want the system to automatically generate logs based on downloads in the current download folder.

16. Select Download Log from download audit history if you want to create logs based on the update Center audit history.

17. Click Next to open the next page of the Preference wizard, which provides licensing information.

18. Select the Always Accept option to hide the license agreement during the download process.

19. Click Finish.

The Change Assistant is installed on your system with a shortcut available on your desktop.

See Also These documents on My Oracle Support for more information about the Change Assistant:

• JD Edwards EnterpriseOne Tools 8.98 Software Update Guide, Chapter 4, Using the Change Assistant.

All Products Information > Documentation - Install & Updates > All Products > Implementation Guides & Updates

Then click these links on OTN:

http://www.oracle.com/technology/documentation/index.html









http://www.oracle.com/technology/documentation/index.html

JD Edwards EnterpriseOne

View Library (beside JD Edwards EnterpriseOne tools 8.98 Guides)

JD Edwards EnterpriseOne Tools 8.98 Software Update Guide

• JD Edwards EnterpriseOne Tools 8.98 Software Update Guide, Change Assistant enhancement.

All Products Information > Documentation - Install & Updates > All Products > Implementation Guides & Updates

Click these links on the Update Center for more information about the Change Assistant:

• Installing the Change Assistant Application

• Presentation on Change Assistant

• Troubleshooting the Change Assistant

Use this navigation to access the Update Center, and then click the document name to open the document.

My Oracle Support | Patches and Downloads | JD Edwards Products | Update Center













Chapter 5: Installing Business Accelerator Packages

This chapter provides an overview of Business Accelerator configurations and discusses how to:

• Download Business Accelerator Packages.

• Deploy the ESU.

• Deploy Business Accelerators.

Understanding Business Accelerator Configurations Business Accelerators help you define the setup data that supports one or more business processes for one or more JD Edwards EnterpriseOne products. Business Accelerators can be applied to any JD Edwards EnterpriseOne environment from the Deployment Server or with standalone environments.

This table identifies the elements of a Business Accelerator package:

Data Type Purpose Questions Each Business Accelerator leads you through a series of questions

designed to configure your business processes.

Load Actions After completing the question and answer session, the Business Accelerator performs a series of tasks to load and configure your business processes.

Tables Business Accelerators include JD Edwards EnterpriseOne tables that contain the setup and sample data that you want, such as the Account Master (F0901) or Branch Plant Constants (F41001).

Versions Business Accelerator versions, which are prefixed with RIS, have processing options and data selection sets according to the most common business practices, and are configured for all of the programs on a Business Accelerator task view (menu).

User Define Codes (UDCs)

Business Accelerators include UDC tables and values. Not all of the UDC tables are included in the Business Accelerators.

Security Business Accelerators have roles that provide access to the programs on the task view (menu).

Task Views Business Accelerators include task views, which are collections of menus, programs, and versions that are organized for use with the business process.


Downloading Business Accelerator Packages You use Change Assistant to search for and download Business Accelerators and any required electronic software updates (ESUs) that are on the Update Center. These packages are also available from the Oracle Electronic Product Delivery (EPD) (http://edelivery.oracle.com/) site. You use Change Assistant to download, apply, and deploy any required ESUs to your environments.

Note Use SAR number 8901022 to search for the applicable ESUs for Business Accelerators.

Change Assistant presents information in a tree structure. Context sensitive help information is available for each node in the tree structure.

Prerequisites Install JD Edwards EnterpriseOne ensuring that you follow the installation processes provided in Chapters 1 through 7 of the JD Edwards EnterpriseOne Application Release 9.0 Installation Guide.

If you are installing a standalone client, see the JD Edwards EnterpriseOne 9.0 Standalone Client Installation Guide, Revised

► To download a Business Accelerator package

Launch Change Assistant.

1. Expand the Search for Packages node on the tree.

2. Click My Queries.

3. In the Search pane, complete the following fields in the Search by Types area:

• Type.

Select JD Edwards EnterpriseOne from the drop-down menu.

• Release.

Select 812 from the drop-down menu.

• Platform.

Select CLIENT from the drop-down menu.

4. In the Search by Names area of the Search pane, do one of the following:

• If you are downloading the ESU, enter the ESU name (such as JKnnnn) in the Name field or enter the SAR number (such as nnnnnn) in the SAR Number field.

• If you are downloading a Business Accelerator, enter the Business Accelerator name, which is the name on the Update Center or EDP site.

5. Click the Search button at the top of the pane to search against the Update Center.








You can view the download by clicking the Downloads folder in the Work with Packages node of the Change Assistant tree structure.

Deploying the ESU When you use Change Assistant and the 8901022 SAR number to query for pertinenet ESUs, you might receive a “No Results Found” message. If so, then you do not need to deploy any OBA specific ESUs before you execute the OBA load operation. If you do receive a list of ESUs, then you must deploy them to each target environment on your Deployment Server before you execute the OBA load operation.

Deploying Business Accelerators Deploying the Business Accelerator consists of these two major steps and an optional step:

• Answer questions.

• Transfer questions and answers (optional).

• Load data.

You can run Business Accelerators on a machine other than a Deployment Server. You can use any Microsoft Windows platform where Change Assistant is properly installed to complete the question and answer user session. After you answer the questions and before you load data, you must transfer the user session to your Deployment Server.

You can complete the questions and answers over a period of time. You can temporarily end a session and then restart the session at a later date. You can transfer a completed user session or a partially completed user session. If you started your question and answer session on a development machine other than the Deployment Server and temporarily exited the user session, you can move the unfinished user session to the Deployment Server and restart the user session. The user session restarts with the question and answer panel where you stopped.

Each time you deploy or restart a Business Accelerator user session, Change Assistant compares your package with the Update Center version. If the package on the Update Center supersedes your package, a Download Applications Fixes window appears asking if you would like to use the newer version of the package. Instructions are included in the new version to help you evaluate the nature of the update and whether you should download and deploy the new package. If you choose to download and deploy the new package, you must redo the question and answer user session.

Transferring a user session to the Deployment Server requires two steps: export and import. You use Change Assistant on your development machine to export the user session. You use the Deployment Server to import the user session.

You must use a Deployment Server to complete the load portion of the process.

Context-sensitive help is available for each question and answer panel.


Note You can use a standalone client to work with Business Accelerators; for example, business partners might use a standalone client to create new Business Accelerators.

► To work with questions and answers

Questions and Answers

1. On Change Assistant, expand the Work with Packages node.

2. Navigate to the Business Accelerator package that you downloaded.

3. Select the Business Accelerator package by checking the box next to the package.

4. To start the Business Accelerator, click Deploy on the Work with Packages tool bar.

5. A Batch Information window appears, complete the following fields:

• Name

• Description

Completing the Name and Description fields is optional, but by entering a meaningful name and description for your user session helps you find the correct user session if you temporarily exit and then restart the session. The name and description that you enter replaces the default batch number and description on the Work with Batches node in Change Assistant.

6. If you want to run your answers in Summary mode, select the Summary option.

The summary option shows a status bar during for question and answer processing. Your question and answer session will run in Detail mode if you do not select the Summary option. The Detail mode shows detailed progress for your question and answer session.

7. Click the Notes tab and do the following:

• Click Edit.

• Enter information about the question and answer user session.

• Click Save.

• Click OK.

The Notes tab is optional. Information that you enter can be viewed on Change Assistant, Work with Batches node, under Batch Details, Notes tab.

8. If you selected Summary mode, the question and answer session automatically starts after you click OK on either the Notes tab or the Batch Information window. If you selected Detail mode, click Run All from the Change Assistant tool bar.

Note The following steps and tasks use Summary mode. If you chose Detail mode, you will see a Change Assistant Deployment Detail window and a Run All button instead of Start.


9. Complete the questions and answers for each package.

Clicking Cancel on a question and answer panel saves your entries and exits the question and answer panel. Click Start on the Change Assistant Deployment Summary window to return to the question and answer panel that you cancelled. If you close the Change Assistant Deployment Summary window, you are returned to Change Assistant and you will need to redeploy your package.

You can temporarily exit and then restart this user session at any question and answer panel. The tool will restart where you stopped.

See To temporarily exit the question and answer session

10. If the Download Applications Fixes window appears, do one of the following:

• Click Next to continue with the questions and answers you have completed.

• Select the Download ESUs option and click Next.

Depending on download speeds, downloading new versions of the Business Accelerators might take a while; you can run the download in the background. You must redo the question and answer session.

• Click Cancel.

Your changes are saved. Click Close on the Change Assistant Deployment Summary window to exit the user session or click Start to return to the Download Application Fixes window.

11. When you complete all of the question and answer panels, a Confirm Load Configuration window appears that tells you to STOP. Do one of the following:

• If you ran the question and answer user session on your deployment server:

• Click Next.

• Go to Loading Data, Step 9 of the task, To load data.

• If you ran the question and answer user session on a machine other than your deployment server, click finish.

A Breakpoint message appears.

12. Click OK to return to Change Assistant.

If you are on a machine other than your Deployment Server, you must transfer the user session to your Deployment Server, by completing the Exporting a user session and Importing a user session tasks.

Use the following steps to temporarily stop the session and then restart the same session at a later date.

► To temporarily exit the question and answer session

1. On the Change Assistant Deployment Summary window, click Pause.

2. On the screen for which you are answering questions, click Cancel.


3. On the Change Assistant Deployment Summary window, click Close.

You are returned to Change Assistant.

► To restart the question and answer session

1. Launch Change Assistant.

2. Click the Work with Batches node in the tree structure.

3. On the Batches pane, click the appropriate user session.

4. On Batch Details pane, click the Packages tab and select the user session you want to restart.

5. Click the Batch Actions tab.

6. Select the row that has a Status of Paused.

7. Click Restart Deployment

The Business Accelerator opens with the Batch Information window.

You can change the user session name and description, add notes, and select summary or detail mode.

8. Click OK to continue your question and answer user session, or click Cancel to return to Change Assistant.

9. If you are in Summary mode, when you click OK, the question and answer session restarts automatically. If you selected Detail mode, you must click Run All from the Change Assistant tool bar.

The Business Accelerator restarts at the point where you left off.

10. See Step 10 of the To work with questions and answers task.

► To export a user session

Launch Change Assistant on your development machine.

1. Click the Work with Batches node on the Change Assistant tree structure.

2. In the Batches pane, click the row that contains the user session you want to transfer.

3. Click Export on the Batches tool bar.

The tool creates a JAR file in the same folder where you downloaded the Business Accelerators.

► To import a user session

Access Change Assistant on your Deployment Server.

1. Copy the JAR file created by the export to the Deployment Server.

2. Start Change Assistant on the Deployment Server.


4. Click Import on the Batches tool bar.


5. Use the file chooser to find and select the exported JAR file.

Loading Data on the Deployment Server Note The JD Edwards EnterpriseOne software should be the base software from the CD or from an electronic download. You should not have performed any testing and you should not have serialized any applications.

You must use the Deployment Server to load the data. Complete the following steps using the Change Assistant that is on your Deployment Server.

► To load data

Access Change Assistant on your Deployment Server.


2. In the Batches pane, click the row that contains the batch that you created during the question and answer user session.

3. In the Batch Details pane click the row that contains the package you want to implement.

4. Click the Batch Actions tab.

5. Click the appropriate row.

6. Click Restart Deployment.

The process starts at the last completed step.

7. Click Next.

8. A message appears prompting you to log into JD Edwards EnterpriseOne.

Enter your JD Edwards EnterpriseOne User ID and password and select PLANNER environment.

9. A message appears prompting you for the target environment.

Select the environment for your answers. For example, you might want to load your answers on your Prototype (PY) environment.

The load process runs a series of steps to copy data to your JD Edwards EnterpriseOne system. When the load process stops, review the status reports and exit from Change Assistant.


Oracle Business Accelerators for JD Edwards EnterpriseOne Installation Guide

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