2. Upgrading to A9.4 and Migrating to EnterpriseOne Options and Process
#JDE
Tammy Bearden and Suzanne Faribault
Principal Support Engineers
JD Edwards World Support
August 15, 2017
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4. Program Agenda – Part One of Two1
Upgrade to A9.4 – Getting Started Upgrade to A9.4 – Oracle Universal Installer (OUI) Upgrade to A9.4 – Test Environment (Phases 1 – 5) Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live Part Two - Migrating to EnterpriseOne 2 3 4 5
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5. Introductions Name Company Current Release Upgrade Plans
Concerns or fears
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6. “Whether you think that you can, or that you can't, you are usually right.”
- Henry Ford
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7. You have a choice. Upgrade your JD Edwards World environment to A9
You have a choice! Upgrade your JD Edwards World environment to A9.4 (A ) or migrate to EnterpriseOne. What release best meets your short term, and long term business needs?
The first part of this presentation will address the upgrade to JD Edwards World A
CHO I C E
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8. Upgrade to A9.4
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9. Getting Started
Upgrade to A9.4
What Documentation Is Available for an Upgrade to JD Edwards World A9.4? (KM Document )
A9.4 Quick Installation Guide
A9.4 Installation Guide
A9.4 Planning, Upgrade Checklists (KM Document )
A9.4 Upgrade Planning Checklist includes information and links pertaining to IBM, Vertex, Payroll, Consortium, upgrade resources, documentation, and tools.
Download A9.4, A9401/D9401, A94WEB
Get ready, get set . . .
Knowledge document includes a wealth of information:
Besides the links listed here,
An additional installation guide = A9.4 Language Guide
Links for A9.4 application guides (via Oracle Technology Network)
An additional download link = A94 Languages
And supplemental information regarding JD Edwards World release A9.4 such as Certification, Release Notes, and Oracle Technical Catalog (OTC)
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10. Oracle Universal Installer (OUI)
Upgrade to A9.4
A9.4 Quick Installation Guide - Installing Your Software
Restores the software libraries to a library named JDEINSTAL2
Restores the Planner environment
Restores JDEORACLE library, which has DEFAULT settings for security
Requires Two Different Users:
IBM user profile with SECOFR and FTP authority
A New User for the A9.4 Security Administrator (IBM user only with *SECOFR authority, used to sign on and complete Phases Three through Five)
Do not use JDE, JDEPROD or JDEINSTAL. Do not create a JDE user profile for this user.  The upgrade process will create the JDE user profile and JOBD, and will attach the user profile to the JDEPROD library list. 
Customers upgrading from A9.3 need to set up a new Security Administrator User ID for A9.4
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11. Test Environment (Phases 1 – 5) – Phase One
GOTCHA!
If not coded to 55-59, custom menus will be removed
Upgrade to A9.4
“Upgrade Process Overview”
A9.4 Upgrade Guide/A9.4 Upgrade Checklist Test Environment is used for all five phases
Section – Monitor Changes to JD Edwards World Control Files
Dual Maintenance, Control Changes, Track Changes
Section 1.2 – Pre-Upgrade Application and Technical Instructions
Sign on to production to address Integrity Reports (ensure all critical files are in balance), Custom Menus (if menu starts with G, must be coded to systems 55 – 59), EnterpriseOne (OneWorld) Files (A7.3 customers must delete them before creating alternate environment to avoid file conversion issues
Dual Maintenance (or “Control File Changes Monitored”) means after you obtain a copy of your production control files for the test environment, any changes made in the production environment control files will also be made in the test environment and/or you do not allow changes to the production control files.
Track Changes = Make note of all the changes made to production control files or use Database Audit Manager (DBAM) to track changes made to control files.
Why this is important:
You will manually perform Application Specific Instructions (ASIs) in Phase Three, which pertain to AAI, UDC, DD, DW, SVR, VO, WW, FASTR, Special Instructions, etc.
All customers will perform the ASIs for A9.4, but if you are upgrading from a release prior to A9.3 (say A7.3 or A8.1), you will also perform ASIs for releases in between such as A91, A9.2, A92PC00001, A9.3 and A93PC00001.
And depending on your production release level, the number of ASIs can/will be numerous. For example, the ASI Report for customers upgrading from A7.3 to A9.2 lists 138 instructions (note – this list is for all system codes).
IF YOU PERFORM DUAL MAINTENANCE (or monitor your control file changes), you will be able to save time by utilizing our CPYF instructions when you perform a mock go-live and/or your go-live.
Control files which can be copied include AAIs, Menu, DD, DW, UDC, SVR, VO and WW.
Most of my customers monitor AAIs, Menus, DD, UDCs, SVR and VO. They usually opt to not monitor DW or WW.
The Next Number file (F0002) cannot be copied.
Special Instructions must always be performed during the mock go-live and go-live.
If you use System 12 (Fixed Assets) or system 83 (FASTR) and if you will be copying DW files, you must copy the respective system 12 and 83 files also.
In regards to the Pre-Upgrade Application and Technical Instructions - - these are just a few. Please follow the upgrade guide and checklist.
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12. Test Environment (Phases 1 – 5) – Phase Two
Upgrade to A9.4
“Planning and Upgrading the Alternate Environment”
JDEORACLE Object Type Authority
Knowledge document (WS: INST: SEC: FAQ: JDEORACLE Library Frequently Asked Questions)
A9.4 software is delivered in a locked down state
Library JDEORACLE is restored during the OUI process, and contains DEFAULT objects for each object type delivered in the software
The authority for the DEFAULT objects is *PUBLIC *EXCLUDE so before starting the upgrade, the Security Administrator must set the appropriate authority for each DEFAULT object
Q1: What is the purpose of the JDEORACLE library?
A1: A9.4 software is delivered in a locked down state; object authority is *PUBLIC *EXCLUDE for the DEFAULT object types listed in the JDEORACLE library that is delivered in the Oracle Universal Installer (OUI). When objects with any of the object types listed in JDEORACLE are created in the libraries noted in the A9.4 Upgrade Plan, they will have the object authority that is set for DEFAULT in the JDEORACLE library. For that reason, this step must be done prior to the upgrade.
There are other steps which haven’t changed with A9.4 such as:
DDM files cannot exist in the data libraries you restore for the upgrade - - a DDM file will stop all file conversions
IBM Journaling must be turned off on any files in restored libraries
A7.3 payroll clients must check Sys 07 UDC tables as some need to be deleted
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13. Test Environment (Phases 1 – 5) – Phase Two continued
Upgrade to A9.4
GOTCHA!
JDF,OBJ and SRC type libraries must be empty
Restore full back up copy of production libraries:
Types COM, SEC, DTA (additional DTA for payroll)
Sign on as JDEINSTAL and create the test upgrade plan
Restored copies of COM, DTA and SEC libraries from production
Empty JDF, OBJ and SRC libraries
Do not included populated JD Edwards object, source or JDFDATA libraries as the upgrade will install new object, source and JDFDATA libraries.
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14. Test Environment (Phases 1 – 5) – Phase Two continued
Screen 1 of 3 – Libraries for this plan
When creating your test upgrade plan, please inquire on ZJDE_ALT and then add a new plan (e.g. A94TST) Do not begin your plan name with ZJDE
Do not begin your plan name with a number
Do not begin or use any special characters except underscore
Do not use a name for a plan that already exists
Your plan name cannot exceed nine characters
The libraries for this plan screen allows you to specify your current and new JD Edwards World release levels, whether you want to install object and data only, or source only, and the libraries which define one complete environment.
If you have payroll in a separate data library, it must be included as a second DTA type in the plan.
It is recommended that you install source.
For the Production LSF Library field, enter the name of your production object library which contains the F99LSF file. The information from the F99LSF is copied to the new A9.4 object library during the upgrade process. If you are performing the upgrade on a new iSeries (e.g. different serial number), you can copy just the F99LSF and F99LSFLA to an otherwise empty JDFOBJ library to use for the upgrade. There is no need to restore a full copy of your production JDFOBJ library to the new iSeries.
Remember: The JDF, OBJ and SRC libraries will be empty, and the COM, DTA and SEC libraries will be populated with copies of your production data.
NOTE: If you are upgrading multiple environments which share JDFOBJ at a minimum, please open a new service request so a World Tech engineer can assist you.
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15. Test Environment (Phases 1 – 5) – Phase Two continued
Screen 2 of 3 – Merge Information
Specify modes in which you want the merges to run *
Specify library locations of the control files
If the library locations are not correct, blank out the library name field and press ENTER - - your libraries will be searched and the correct locations will be retrieved.
Errors 3142 or 3704 generated if library names are incorrect
* NOTE: JD Edwards recommends you NOT change the merge modes
The Merge Information screen allows you to specify modes in which you want the merges to run and the library locations of the control files.
JD Edwards recommends you do NOT change the merge modes.
If the library locations are not correct, blank out the library name fields and press ENTER - - your libraries will be searched and the correct locations will be retrieved.
Errors 3142 or 3704 will be generated in the Upgrade Planner Validation Report if the incorrect library name is identified on this screen. Just change the library accordingly and validate the plan again.
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16. Test Environment (Phases 1 – 5) – Phase Two continued
Screen 3 of 3 – Data Dictionary Field Ownership
Allows you to indicate fields in the Data Dictionary you want to automatically update with the Data Dictionary merge, which runs during the upgrade process
These are fields customers may have chosen to modify for their business needs
A “J” in any field indicates the upgrade overrides the value from the JDF type library in the plan
A “C” in any field indicates the upgrade does not replace the value
NOTE: If you change any value to “C”, you will use the Data Dictionary Workbench to view and reconcile differences for these fields.
If you do not have many custom Data Dictionary items, we suggest you enter ‘J’ in all fields and later re-enter your customer DD changes.
The DD merge produces reports and the DD Workbench allows you to view the before and after value for all of the fields on the DD Field Ownership screen.
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17. Test Environment (Phases 1 – 5) – Phase Two continued
Upgrade to A9.4
Print Upgrade Validation Report
Enter your plan name
Enter 0 if you are upgrading
Enter 1 to check for duplicates
Enter *REINSTALL for the Upgrade Type
The report will submit to batch and you will receive a message if one or more errors occurred.
R96004YR identifies any errors
R97281 identifies any duplicates
R96004 prints the values you filled in on the DD field Ownership screen
The Upgrade Planner Validation Report not only includes the libraries and merge information you included in the plan, but also any errors which were generated.
The goal is to see “Total Errors = 000”
Duplicate files cannot exist in the same environment, so all duplicate files must be addressed before submitting the upgrade.
You want to see, “NO DUPLICATE FILES FOUND” on R97281.
Please attach these three reports to your first World Tech service request if any issues or questions arise.
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18. Test Environment (Phases 1 – 5) – Phase Two continued
Upgrade to A9.4
Start the Upgrade
Enter Upgrade Type = *REINSTALL
Enter Upgrade Plan Name – e.g. A94TST
Enter Source Media = *SAVF
Enter Current JDE Release Level – e.g. A73, A81, A91, A92 or A93
Enter New JDE Release Level = A94
Enter Run Validator Program value = 1 (default)
Restore SQL *SAVF = 0 (enter “1” if you use IBM’s Adopted Authority)
Hold on job Queue = 0 (default)
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19. Test Environment (Phases 1 – 5) – Phase Two continued
Upgrade to A9.4
GOTCHA!
UPG_STEP2 will halt if trigger programs are attached to files in the data libraries
Track the Progress of the Upgrade
Three parts:
UPG_STEP1 restores the software from the save files in the JDEINSTAL2 library and sends a message when system 00 is restored. All systems are included in system 00.
J97910 will update the objects in the JDF, OBJ and SRC type libraries in the upgrade plan based on the DEFAULT security and ownership values set up for each object type in the JDEORACLE library
UPG_STEP2 submits merges and converts files. These jobs run in the JDEINSTAL subsystem in separate job queues.
After UPG_STEP2 completes, the upgrade process rebuilds the field reference files (FRFs) and the JD Edwards World message file (J98FRFGEN)
Check for JDE9999 in both UPG_STEP1 and UPG_STEP2 joblogs!
If you find any JDE9999 errors in the joblogs, please attach the joblog(s) to a new World Tech service request.
GOTCHA!
JDE9999 errors are “show stoppers” and must be addressed promptly!
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20. Test Environment (Phases 1 – 5) – Phase Two continued
Upgrade to A9.4
Inquire on File Conversion Status
After UPG_STEP2 completes, check the file conversion status for all client data libraries.
CA = Completed Abnormally - - attach screen prints of the entire list and joblogs for physical files; single-file conversions must be run in a specific order
CN = Completed Normally - - should be several screens full
CAs will need to be addressed before continuing to Phase Three.
A common reason why a physical file appears on the CA list is that it is empty.
Empty files do not convert, so your support engineer will ask you to perform a CRTDUPOBJ from the pristine A9.4 JDFDTA library.
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21. Test Environment (Phases 1 – 5) – Phase Three
Upgrade to A9.4
Gotcha!
Processing Option 1 MUST have a value of ‘1’ each time report is run
“Create New Files and Update Control Files”
Sign on with the Security Administrator User ID
The JDEPROD library list = “JDE World A9.4 Production”
Create New Files
Run the Menu Comparison Report
Very important to run twice!
First time with processing option 1 = 1 and processing option 2 = blank (to obtain a report)
Second time with processing option 1 = 1 and processing option 2 = 1 (to replace G menus)
During the upgrade process, the JDEPROD library list is set up with the libraries from the upgrade plan. The description is JDE World A9.4 Production.
CREATE NEW FILES:
If you perform this upgrade in stages, you’ll need to confirm the JDEINSTAL monitor is active before attempting to create new files. (G97R42/3 to start the monitor)
You’ll run Build New Files List and Create New Files until the New Files List is empty or files fail to create. (G97R4)
The World Tech engineer will need to see any joblogs of files that fail to create.
MENU COMPARISON REPORT:
During the upgrade (as a part of the merge), new menus were added, new menu selections were added, obsolete selections were removed from menus, and selections were changed on menus if there was a replacement program for an obsolete program.
The Menu Comparison Report not only gives you an opportunity to compare what changed from production to A9.4, but also allows you to make changes to menus in your A9.4 test environment.
Specific changes will include:
Manually adding menu masking and any custom changes made to the G menus, as these will be lost.
Re-entering your custom Hidden Selections to the ZHIDDEN menus (and subsequently confirming any custom CLs called from ZHIDDEN menus are in your A9.4 library list (e.g. JDFOBJ94 or your custom object library))
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22. Test Environment (Phases 1 – 5) – Phase Three continued
Upgrade to A9.4
Phase Three also includes updating User Defined Code (UDC) files, Automatic Accounting Instruction (AAI) files and Data Dictionary (DD) files
“Create/Print ASI Report/Apply ASIs/DREAM Writer Workbench” – Section 3.10
Prior to running any Application Specific Instructions (ASIs), run the Technical Special Job G97U74/12 (Create/Change P record for DW). This changes the version owner to DEMO.
Create and print the applicable ASI reports from menu G97R4, options 4 & 5
For example, if upgrading from A7.3 or A8.1, create and print the ASI reports for A91, A92, A92PC00001, A93, A93PC00001 and A94.
A reminder regarding the ASIs: You will now gain a better understanding of the benefits of performing dual maintenance (control file changes monitored) after reviewing the content/volume of these reports.
Please note: The A9.4 Test Environment Checklist includes ASI Clarifications and Corrections.
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23. Test Environment (Phases 1 – 5) – Phase Three continued
Upgrade to A9.4
The DREAM Writer Review Workbench allows you to review changes the DREAM Writer merge made to many of your versions.
Some require a mandatory review, and others will need to be reviewed as they are used (e.g. changes to processing options, data selection and data sequencing).
An asterisk (*) in the Review Type field identifies the Form IDs you must review at this time. If you want to list all Form IDs that require your review, enter a blank in the Review Type field.
An enhancement as of A9.3 includes the version the DREAM Writer was copied from, the User ID that copied the version, and the date it was copied.
If asked, DW Workbench is accessed via menu G97R4.
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24. Test Environment (Phases 1 – 5) – Phase Four
Upgrade to A9.4
“Run Special Application Jobs”
Master Note: Special Jobs for Customers Upgrading to A9.4 ( )
Run Special Application Jobs – Section 4.4
Extensibility Merge – Section 4.5
Activate Triggers – Section 4.6
Rebuild DD/VO – Section 4.7
Please run the Special Jobs for systems (product groups) which are active (you are using).
NOTE: If you purchase additional systems, you will need to perform the applicable special jobs after activating the new system(s).
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25. Test Environment (Phases 1 – 5) – Phase Five
Upgrade to A9.4
“Post Upgrade Tasks”
Work with ‘Z’ Libraries – Section 5.3
Resolve any issues if there are files in the Z libraries, and then delete the Z libraries
Run/print/view the Conversion Status Report and the upgrade reports
End the JD Edwards World Monitor – Section 5.9
Check Hidden Selection 25 to confirm the correct release level appears
Check hidden selection 97 to make sure the Install History was updated
The file conversion work libraries are named Zlibrary, where “library” is the name of your data library in your upgrade plan (e.g. ZCLTCOM, ZCLTDTA, ZCLTSEC).
Any files in these libraries are used to address file conversion issues.
These libraries must be deleted prior to running the mock go-live or go-live.
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26. Test Environment (Phases 1 – 5) – Phase Five continued
Upgrade to A9.4
Refer to Master Note: Considerations for All Applications After Upgrading to A9.4 (Doc ID )
Apply Group Software Update (GSU) A
Available via My Oracle Support “Patches and Updates” by searching for A9401
Please reference KM Doc Information on Software Updates Available for JD Edwards World Release A9.4 (A9401 Single Byte/D9401 Double Byte)
Please reference KM Doc WS: INST: A Does Not Display in Hidden Selection 25 After Applying A9401
Set up Security – refer to KM Doc – WS: JDESEC: A9.3/A9.4 Security Setup
As you now know, both A9.3 and A9.4 are delivered in a “locked down” state, meaning that the default for all major security types is “NO ACCESS”.
Knowledge document addresses options for the following:
Advanced Menu – new as of release A9.3. If it is not activated and Menu Masking security is used, then no changes need to be made. The Advanced Menu Security Flag tells the system whether a particular user's Menu access authority should be controlled using Menu Masking or Advanced Menu Security.
Action Code
Business Unit
Name Search Type
Batch Approval/Post
Report Writer Form – New as of release A9.3.
Generic Text – New as of release A9.3
Function Keys
User Defined Codes
Fast Path – New as of release A9.3.
Company File – New as of release A9.3.
Field Level Masking – New as of release A9.3 Update 1
Most of our customers give *PUBLIC *ALL authority to begin with, and then slowly remove access as necessary.
This MUST be addressed!
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27. Dealing with Security, it's a Whole New World
#JDE
I cannot access anything since upgrading to World A9.4, how to resist the urge to allow *public access to everything. Learning to deal with security changes after upgrading from World A7.3, - A9.2
Tue. August 15| 1:30 PM - 2:30 PM | Governor's Square 9
Speakers:
Brian Connor, GSI
William Craig, GSI
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28. TEST!
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29. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live
A9.4 Upgrade Guide (Phase Six) and “WS:INST: How to Refresh Data in an A9.4 Test Environment” – Doc ID
Rename the A9.4 test common, data, and security libraries by adding an X to the end of the library name. If dual maintenance was performed for control files such as UDCs and DREAM Writer, you will copy the control files from the renamed libraries later in this process in lieu of performing some ASIs. 
Save and restore the production data, common and security libraries to the original A9.4 test library names.  The data, common and security libraries must be from a full backup
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30. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
Inquire on the A9.4 Test Upgrade Plan (e.g. A94TST) and create a new plan (e.g. A94MGL).
Set the Install Source and Install Object/Data fields to 0 (zero) on the Plan the Upgrade screen
Start the Upgrade.  The Upgrade Type for a refresh of data is *ALT and the Source Media is *DISK as the object, source and JDFDATA libraries are already populated and on the system
Read the “Update your Applications” section in Phase Six of the JD Edwards World A9.4 Upgrade Guide.
If control files were monitored, use the chart in the Control File Changes Monitored, section listing the files that can be copied from the libraries that were renamed earlier.
A94MGL – Mock Go-Live
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31. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
There is an option to copy the security setup from your A9.4 test environment
ASIs that are *Special Instructions must be performed as the copy file step does not include these changes
If control files were not monitored, all ASIs should be applied for a successful upgrade
Review Phases 3 and 4 in the JD Edwards World A9.4 Upgrade Guide for special instructions, warnings and running special jobs
There is an option to maintain your Electronic Document Delivery (EDD) configuration set-up from the files in the A9.4 test data library
Perform any applicable Special Instructions included with A if this Group Software Update (GSU) was applied to the A9.4 test environment
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32. The most important step after the upgrade is to test ALL functions used by your company!
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33. It’s time to GO LIVE!
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34. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
A9.4 Upgrade Guide (Phase Six) and the A9.4 Upgrade Checklist Production GO LIVE
24 x 7 support if issues arise – open a NEW Severity 1 service request
Stop the JD Edwards World Subsystems (Sleeper, Order Processing, and Human Resources)
Confirm you have a dedicated system by performing WRKOBJLCK on the applicable libraries
Verify a backup has been completed and is available on site for the environment to be upgraded
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35. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
Same steps as Mock Go-Live (Refresh) with a few modifications
Inquire on the Upgrade Plan used for the test or mock go-live upgrade (i.e. A94Test).
Add a new plan name for the GO-LIVE upgrade, for example: A94LIVE.
Current JDE Release Level is A93, A92, A91, A81 or A73; New JDE Release Level is A94.
Install Source and Object = 0.
Install Object/Data Libraries = 0.
Change the library names for the COM, DTA and SEC type libraries to the production libraries.
The OBJ, SRC and JDF type libraries should be your A9.4 test environment library names.
Start the upgrade with Upgrade Type = *ALT and Source Media = *DISK
You will still validate the plan!
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36. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
Check the UPG_Step1 and UPG_Step2 joblogs for JDE9999
Change the QJDF data area in JDFOBJALT to reflect the correct library which holds the security files (e.g. F0092) in offset 181
Sign on with the Security Administrator User ID
Create New Files
Update Your Applications
Control File Changes Monitored
ASIs
Special Jobs
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37. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
Change the JDEPROD library list to reflect the names of your production object and source libraries (it currently includes the alternate object and source library names)
Change the QJDF data area (e.g. JD Edwards World System Values) to reflect the source and object library names in your production environment
Change the Security Administrator and JDE User Profiles to call J98INITA from your production object library
Rename the production JDF libraries (JDFOBJ to JDFOBJX, JDFDATA to JDFDATAX, and JDFSRC to JDFSRCX)
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38. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
Rename the alternate JDF libraries (JDFOBJALT to JDFOBJ, JDFDTAALT to JDFDATAX and JDFSRCALT to JDFSRC)
Sign into production
Start JD Edwards World Subsystems
End the JD Edwards World Monitor
Activate Triggers and address Database Audit Manager triggers
Update the library entries in Software Versions Repository (KM Doc )
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39. Upgrade to A9.4 – Phase 6 – Refresh/Mock Go-Live & Go-Live continued
Change all IBM User Profiles to reflect the A9.4 object library (if applicable)
Confirm hidden selection 25 reflects the correct release level
Check hidden selection 97 to confirm the Install History was updated
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40. CONGRATULATIONS!
Please consider sharing your upgrade experience with us on the World Upgrade Consortium meeting! Contact Barb Canham at
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41. Relevant Information
Upgrade to A9.4
KM Document – WS: INST: What Documentation Is Available for an Upgrade to JD Edwards World A9.4?
KM Document – WS: INST: A9.4 Planning, Upgrade Checklists
KM Document – WS: INST: SEC: FAQ: JDEORACLE Library Frequently Asked Questions
KM Document – Master Note: Special Jobs for Customers Upgrading to A9.4
KM Document – Master Note: Considerations for All Applications After Upgrading to A9.4
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42. Relevant Information Continued
Upgrade to A9.4
KM Document – Information on Software Updates Available for JD Edwards World Release A9.4 (A9401 Single Byte/D9401 Double Byte)
KM Document – WS: INST: A Does Not Display in Hidden Selection 25 After Applying A9401
KM Document – WS: JDESEC: A9.3/A9.4 Security Setup
KM Document – WS:INST: How to Refresh Data in an A9.4 Test Environment
KM Document – WS: PGM: Populate F9802 Software Version Repository Detail (SVR)
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43. A Q
&

44. Program Agenda – Part Two of Two1
Migrating to EnterpriseOne - DNA Carried Forward Migrating to EnterpriseOne - Direct Migration Paths Migrating to EnterpriseOne - Big Picture - Main Steps Migrating to EnterpriseOne - Migration Preparation Migrating to EnterpriseOne - JD Edwards World Conversions Migrating to EnterpriseOne - Pre-Migration/Post-Migration Tasks 2 3 4 5 6
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45. You have a choice. Upgrade your JD Edwards World environment to A9
You have a choice! Upgrade your JD Edwards World environment to A9.4 (A ) or migrate to EnterpriseOne. What release best meets your short term, and long term business needs?
CHO I C E
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46. Making the move from JD Edwards World to JD Edwards EnterpriseOne.
Migration Momentum and Mechanics Making the Move from JD Edwards World to JD Edwards EnterpriseOne
9/19/2018

47. The DNA is the same; the great stuff in JD Edwards World was inherited by EnterprsieOne, and EnterpriseOne continues to expand and grow.
DNA Carried Forward
Great Stuff in JD Edwards World Inherited by JD Edwards EnterpriseOne
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48. Key Examples of JD Edwards Product Line Similarities
Processing Options are Processing Options
Versions are Versions
F0911 (G/L) is F0911 (G/L)
AAIs are AAIs
System Constants are System Constants
Your company’s current knowledge will translate to JD Edwards EnterpriseOne.
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49. Key Differences: JD Edwards EnterpriseOne Offers … World Does Not …
Multi-platform, multi-database system architecture
Unicode support
Integrated Oracle Fusion Middleware
Mobile Applications
Modern Reporting Solutions
Important Note:
EnterpriseOne uses UBE (Universal Batch Engine) as the report tool not Dream Writer, World Writer, FASTR or STAR therefore World reports are not included in the migration process.
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50. Start Here: Migration Advisor – MOS Document 1573164.1
Please please please review this document! It contains a wealth of information from planning to understanding the EnterpriseOne Installation Process to going live.
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51. What are the Direct Migration paths?
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52. World Upgrade/Direct Migration Paths JD Edwards World IBM iSeries to IBM iSeries, Minimum OS i7.1
Release
GA Date
Premier Support End Date
Extended Support End Date
Direct path to A9.4?
Direct Upgrade Path to E1 9.2?
Oracle Recommended Dual Jump Release
A7.3
Jun 1996
Dec 2013
Not Available
Yes
A8.1
Oct 1997 No
World A9.4 then E1 9.2
A9.1
Apr 2007
Apr 2012
Apr 2015
A9.2
Apr 2009
Apr 2014
Apr 2017
World A9.2 Update 1 then E1 9.2
A9.2 Update 1
May 2000
May 2015
May 2018
A9.3
Mar 2012
Mar 2017
Mar 2020
World A9.3 Update 1 then E1 9.2
A9.3.1
A9.4
Apr 2022
Apr 2025
Note: If you use the Homebuilder application, the minimum World migration release level is A7.3c12.
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53. This should leave you with some things to think about… what are you IT goals, your short term goals… long term goals? What JD Edwards release best meets your short and long term goals?
Discussion Points … Things to think about … Your IT goals … short term? long term?
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54. The Big Picture – Understand World Migration to EnterpriseOne The Main Steps
Install JD Edwards EnterpriseOne 9.2
iSeries and JD Edwards World Environment Preparation
World Migration Preparation
World Application Conversions
World Technical Conversions
EnterpriseOne 9.2 Conversions
Turn off JD Edwards World
Let’s talk about the big picture, the direct migration process. It begins by installing EnterpriseOne 9.2. This installation has no impact on the World production environment.
Using migration tools developed with the World toolset, the E1 toolset and E1 CNC (configurable network computing) technology. The business data is migrated to empty E1 tables.
After testing in E1, the migration process is repeated (several times) until go-live at which time only E1 is used; World is turned off – archived and removed from the machine.
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55. Get ready, get set…
Review the Direct Migration Guide, Document ID
Dedicate the Proper Resources to work on the Migration
In house resources
Consider the use of an experienced Business Partner
Verify Hardware and Software Certifications (formally known as Minimum Technical Requirements)
See Document ID JD Edwards EnterpriseOne Tools 9.1.x and newer Certification (MTR) data is now available in the Certify Application on My Oracle Support [Video]
See Document ID Certifications FAQ for JD Edwards EnterpriseOne
Disk Space
Analyze data/Archive and Purge
Try to minimize the data set you need to convert
Get prepared!
First and foremost, due to the complexity, it is recommended that only properly trained individuals perform the migration process. A trained consultant is considered to be knowledgeable and proficient in system sizing activities, Configurable Network Computing (CNC) and table conversions. The consultant should have skill sets with:
Oracle’s JD Edwards EnterpriseOne installation process
Oracle’s JD Edwards World installation process
IBM I experience
The supported direct migration process is from IBM iSeries to IBM iSeries, minimum release i7.1. Certain minimum hardware and software requirements must also be met to run JD Edwards EnterpriseOne Applications Release 9.2, with required compilers, and, with various databases and application (Middleware) servers. You will find all information regarding hardware and software certified for JD Edwards EnterpriseOne 9.2 in My Oracle Support, the Certifications tab.
Disk Space: The required amount is disk space is double the size of the Business and Common data library plus what is listed in Certifications for E1 9.2.
Analyze your data for archiving and purging; minimize the data set you need to convert. Oracle has partnered with DCSoftware to provide a tool to assist you in determining the need to archive and purge prior to your migration. A report provides visibility into the volume of data in your World environment by displaying the:
- Libraries and file size
- Major transaction file(s) record counts by year
- And, the F0911 record counts by batch type
Clean data = a smooth upgrade. Research the following solutions for an archive and purge strategy that best meets your business needs:
DC Software: 
Klik-IT:
IBM Optim: 
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56. Install JD Edwards EnterpriseOne 9.2
What do we need?
Deployment Server
Enterprise Server (iSeries for direct migration)
Web Server/Server Manager
Install JD Edwards EnterpriseOne 9.2
Apply latest planner update (from My Oracle Support Update Center)
Install latest Tools Release
EnterpriseOne Services Started
See Document ID E1: INST: EnterpriseOne 9.x (9.0, 9.1 and 9.2) Installation Best Practices for detailed information.
Drop SQL Packages
Prepare Server for Migration Process
As mentioned previously, certain minimum hardware and software requirements must be met to run JD Edwards EnterpriseOne Applications Release 9.2 on various operating systems, with required compilers, and, with various databases and application (Middleware) servers. All information regarding hardware and software certified for use since JD Edwards EnterpriseOne can be found in My Oracle Support, Certifications tab. Verify that the Deployment Server, Enterprise Servers, Database Server, HTML Servers and any workstations (administrative or web development) meet the hardware and software certification requirements provided MOS Certifications.
When migrating data with IBM i data sources, the SQL packages must be dropped before running the TC workbench. The IBM i caches the table layout in the SQL package and does not look at what the current table layout is. If the SQL packages are not dropped, errors might occur in tables with changed formats.
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57. Install JD Edwards World Prerequisite Software Updates Single-Byte Software Updates by Release Level
JD Edwards World Release Level
Required Software Update for Single Byte
A7.3c9 through A7.3c14 A A
CCSIDCONV – EnterpriseOne Download
A7.3c15 and A7.3c16 A
A9.2.1 A
A – Clean up duplicate F42199/F43199 records
A9.3.1 to E1 9.2 A
A9.4 A
Install the appropriate JD Edwards World Software Update to the World environment that you plan to migrate.
All Software Updates listed are downloadable from My Oracle Support, Patches & Updates.
All releases MUST download the EnterpriseOne CCSIDCONV. Select Type: JD Edwards EnterpriseOne, and Search for Name: CCSIDCONV
To download the World prerequisite software updates, select Type: JD Edwards World Downloads, and Search for Name the Software Update number. Searches are case sensitive.
Releases A7.3c9 through A7.3c14 install the same software updates.
Releases A7.3c15 and A7.3c16 install the same software updates.
Release A9.2.1 has it’s own software updates.
Release A9.3.1 has it’s own software update.
Release A9.4 has it’s own software update.
Note: The fix to P42199MG and P43199MG (clean up duplicate records in the F42199 and F43199) for A is included in Group Software Updates 2 and 3, A9312 and A The Bug number is There is a software update for A9.3 base, A A9.3 base has a direct migration path to E1 9.1 and uses the same World prerequisite SU A
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58. World Special Jobs for Direct Migration The Direct Migration menu for release levels A7.3c9 through A7.3c16 is G97UY2 The Direct Migration menu for release levels A9.2.1 and above is G97DIRMIG
Technical Conversions
Data Dictionary Comparison
User Defined Code Merge
Automated Acctg Instr Merge
Next Numbers Conversion
Update Generic Text Keys
Update *Account Key F00163
Generic Text Synchronization
CCSID Conversion
Migration Business Data Copy
Migration Preparation Jobs
Migration Database Analyzer
Miscellaneous File Validation
EnterpriseOne Database Initializer
Application Conversions
Foundation Conversions (to menu G00UDM)
Financials Conversions (to menu G09UDM)
HR/Payroll Conversions (to menu G06UDM)
Manufacturing Conversions (to menu G30UDM)
Distribution Conversions (to menu G40UDM)
Where do you run the World Conversion jobs?
This illustrates the direct migration menu, and the programs to be run in World.
Note the menu difference for migration special jobs between the release level(s).
A73c9-16, access the World Direct Migration menu on G97UY2
A9.2.1 and above, access the World Direct Migration menu on G97DIRMIG
The upper left quadrant contains preparation jobs.
The lower left quadrant the application conversions.
The right side contains all the technical jobs to be run.
Please refer to the World to E1 Direct Migration Guide for specific information for each of these special jobs!
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59. World Migration Preparation Jobs
Migration Database Analyzer, P98888
Reads the F98888, Direct Migration World to E1 file
Uses SQL scripts to create indexes for the E1 tables; each table has a primary key
Identifies duplicate records (duplicates are not allowed)
Creates a report of all exceptions and success:
Physical File Doesn’t Exist in Library
OW Index Validation Failed – Dup Records Exist
OW Index Vlidation Failed – Other Problems (refer to the joblog for more information
OW Index Already Exists
Clean up duplicates and run again until clean
Note: There are applications to clean up duplicates in specific files (listed in the guide) and table conversions to clean up duplicates in the F0619 and F0624
Migration Database Analyzer, P During the direct migration process, data is copied from World files to E1 tables. Indexes are created for the E1 tables and each table has a primary key – duplicate records are not allowed. The purpose of this program is to identify World files that violate E1 index constraints (i.e. duplicate records and other file issues). The program uses SQL scripts to create the indexes and a report produced indicating a successful index or if errors such as a duplicate record exists. Note: there are application programs you run later to clean up duplicate records – the direct migration guide lists the files to be cleaned up by other programs. The possible errors:
Physical File Doesn’t Exist in Library
OW Index Validation Failed – Dup Records Exist
OW Index Validation Failed – Other Problems (refer to the joblog for more information)
OW Index Validated Successfully
OW Index Already Exists
F0101A, F4111, F42199, F43199, F43121, F06106 and F0607 have applications that clean up duplicates later
F0619 and F0624 files have EnterpriseOne Table Conversions to clean up duplicates
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60. World Migration Preparation Jobs
Miscellaneous File Validation, P98884
Reads the F98884, Migration 8.1 to XE Test File Record Verification file
Lists work files that need to be validated (i.e. Zfiles, Payroll files, etc.)
The files may contain data that needs to be processed or set up manually in E1
Files listed should end with zero records, if not, data corruption could occur in Migration
Miscellaneous File Validation, P This program is run to provide a report that lists work files that need to be validated such as EDI, Zfiles, Payroll files, etc. These files may contain data that need to be processed, or a process completed in World.
Confidential – Oracle Internal/Restricted/Highly Restricted

61. World Migration Preparation Jobs
EnterpriseOne Database Initializer, P98887
Reads the F98881 Direct Migration World to E1 file for the files that will get copied from World to EnterpriseOne
EnterpriseOne does not support null values
If file exists in World and in EnterpriseOne, the EnterpriseOne table is updated, if needed
Default values assigned
Possible messages generated on the Database Initializer report:
Both World/EnterpriseOne files not found
World file not found
EnterpriseOne file not found
No columns found which require defaults
Error occurred while changing defaults
Other error occurred – Defaults not added
Defaults added to EnterpriseOne file
Enterprise Database Initializer, P E1 does not support null values. This program reads the F98881 file containing a list of files that are copied from World to E1 by the last Technical job, the Migration Business Data Copy program. Possible messages to appear on the Database Initializer report are:
Both World/EnerpriseOne files not found
World file not found
EnterpriseOne file not found
No columns found which require defaults
Error occurred while changing defaults
Other error occurred – Defaults not added
Defaults added to EnterpriseOne file
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62. World Application Conversions
Foundation Conversions
Financials Conversions
HR/Payroll Conversions
Manufacturing Conversions
Distribution Conversions
Run the application conversion programs for the applications you have installed and use. Read the menu messages for each conversion job before running the job, and run the jobs in the order they appear on the menu.
Each application menu option takes you to another menu containing the jobs for that particular application.
Run each application job in the order they appear on the menu (unlike some World menus…..).
Confidential – Oracle Internal/Restricted/Highly Restricted

63. World Technical Conversions
Data Dictionary Comparison, P99801
Rebuild the Cross-Ref Index if not current (G9642/6)
Program looks for differences between World files F9200, F9202, F9203, F9207 and F9210 and EnterpriseOne 9.2 F9200 and F9210 tables
Produces a report of differences
Correct EnterpriseOne Data Dictionary as needed
Display Decimals are especially important
If the report is excessively large, check data items QTYINV and/or CURRENCY
Data Dictionary Comparison, P This program looks for differences between the World F9200, F9202, F9203, F9207 and F9210 files and the E1 9.2 F9200 and F9210 tables, and generates a report. You must analyze the report carefully and make any changes deemed necessary to the E1 data dictionary. Guidelines are provided in the direct migration guide.
Data Dictionary Comparison (P99801)
Produces a report of differences in DD items
Need to correct EnterpriseOne DD as needed
Display Decimals are especially important to correct
If the report is excessively large
Check QTYINV and/or CURRENCY
These classes affect a number of DD items
Confidential – Oracle Internal/Restricted/Highly Restricted

64. World Technical Conversions
User Defined Code Merge, P98882
Reads the World UDC files F0004 and F0005 and updates the E1 F0005 table where records are missing and the code length the same.
Proof and final mode.
Report generated with the following messages:
Record not found in EnterpriseOne
Different code lengths identified
Record added to EnterpriseOne
One or more descriptions do not match
Text record added to F00165 (note: the F00165 file in World is converted to E1 in the copy file conversion which is done after the generic text conversion).
I am an advocate of running any report offering proof and final in proof mode first!
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65. World Technical Conversions
Automated Accounting Instruction Merge, P98885
Reads the World F0012 AAI Instruction Master file and F0012D AAI Alternative Description file
Updates EnterpriseOne F0012 and F0012D tables
Proof and final mode
If AAI exists in both World and EntepriseOne, World values such as Business Unit, Object, Sub, Description etc. are updated in Enterprise One
If AAI exists only in World, it is added to EnterpriseOne
If AAI only exists in EnterpriseOne, no update made
Automated Accounting Instruction Merge, P This program updates the Automatic Accounting Instructions (AAI) file in E1 using the World AAI file. If an AAI exists in both World and E1, then information such as Business Unit, Object, Subsidiary and Description are updated form World to E1. If the AAI exists only in World then the AAI merge adds the information to E1. If an AAI only exists in E1, the program does nothing.
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66. World Technical Conversions
Next Numbers Conversion, P98883
Reads the World F0002 Next Numbers file
Updates the EnterpriseOne table when the System, Use, Line Occurrence and Check Digit match
Proof and final mode
Report generated with the following messages
Next Number – Updated in EnterpriseOne 9.2
Different Check Digits – Not Updated
Record not found in EnterpriseOne 9.2
Record skipped – Value in NN, Use – blank
Line Occurrence different – Not updated
Refer to the Direct Migration Guide for more information
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67. World Technical Conversions
Update Generic Text Keys, P00163H01
Updates the generic text keys in the F00163 file for the *P and *P applications
Converts the character keys to packed format so the trigger programs (X0016C and X0016D) work correctly
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68. World Technical Conversions
Update *Account Key F00163, P00163H02
In some releases the key for *ACCOUNT was incorrect in the F00162 file. OBJ was defined as the key instead of AID (Account ID). This program:
Checks the F00162 for *ACCOUNT records and corrects the key to hold AID
Checks the F00163 for *ACCOUNT records and corrects the key to hold AID
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69. World Technical Conversions
Generic Text Synchronization Program, P9816D2
Converts the generic text from World files to the F00165 file
Creates triggers, copies to F00165, then deletes triggers
F00165 in World Format - Converted to E1 format later
World Files (must be in data library):
F0016,F00161,F00162,F00163,F00163LA,
F00164,F00164LA,F00165,F01131,F01132,
F4314,F4314H,F4802,F4802H,F4201,F4211,F4211LA,
F4301,F4311,F4311LA,F4016
We have had a couple of bugs on this program in the last couple of years. Our procedure has been to fix the problem and rebuild the World prerequisite software updates. This process eliminates the need for you to track bugs and apply individual code changes.
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70. World Technical Conversions
CCSID Conversion
CCSID value of some World alpha fields set to (do not translate)
EnterpriseOne Code Base is in Unicode
Needs to translate from a code page (37) to Unicode
CCSID conversion program runs outside of World
Download CCSIDCONV (My Oracle Support, Patches & Updates)
Refer to the Direct Migration Guide for specific information
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71. World Technical Conversions
Migration Business Data Copy, P98881
Copies data from World files to EnterpriseOne tables using IBM Copy File (CPYF) with FMTOPT set to *MAP *DROP
Uses the F98881, Direct Migration World to E1 file for the list of files to copy
Special handling not required for files in the F98881 file
Report produced providing World file record count and number of records copied
Duplicate records recorded in joblogs (not on the report)
Migration Business Data Copy, P This program copies data from World files to E1 tables using IBM Copy File (CPYF) with FMTOPT (replace or add) set to *MAP *DROP. The files copied are those determined not to need special handling. Review the report for any IBM error messages. Note: duplicate records do not print on the report, instead a joblog is produced.
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72. Pre-Migration Tasks
Pre-Migration tasks ONLY required if migrating from A9.2.1, A9.3.1 or A9.4 for Brazil Localizations.
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73. EnterpriseOne Table Conversion Workbench, P9840TC
The Table Conversion (TC) Workbench runs the table conversions that migrate JD Edwards World business data to the new format for EnterprsieOne 9.2.
Convert All should be used
Table Conversion Scheduler Table (F98405) updated when complete
Table Conversion – History Log Table (F984052) updated
Ignore errors related to systems you do not own or use
Create your Plan with Plan Name, Description, From and To Release.
Identify Library information.
Track the TC progress.
Log files stored in specific locations – refer to the migration guide for information.
Some files that go through table conversions are: F0010, F4201
Files are checked for any dependencies.
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74. Post Migration Tasks
Manual table conversions required to finish the migrations process (refer to the migration guide for conversions by release).
Supplemental Data
Data Message
Service Billing
Contract Billing
Property Management
Homebuilder (some manual work required)
Change Management
Payroll HR
Localizations
Run the UBEs for the applications you have installed.
Reference the Manual Table Conversions in the JD Edwards EnterpriseOne Applications Upgrade Guide for information on additional batch programs to execute.
The Table Conversion Workbench must complete successfully before you start the post migration tasks.
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75. The Final Step … Turn World Off!
When testing is complete, and you are live on EnterpriseOne, World can be removed. This includes:
Libraries
Subsystems
User Profiles
Job Descriptions
Data Queues
Job Queues
Message Queues
See the Direct Migration Guide for specific information
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76. You will not be the first … follow the success of others.
Take the Leap!
You will not be the first … follow the success of others.
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77. Resources Information Centers: Knowledge Articles:
Document ID Information Center: JD Edwards EnterpriseOne 9.2
Document ID Information Center: Installing JD Edwards EnterpriseOne 9.2
Document ID Known Issues and Troubleshooting - JD Edwards EnterpriseOne 9.2
Knowledge Articles:
Document ID Upgrade Advisor: Direct Migration from JD Edwards (JDE) World Software to EnterpriseOne 9.2 or EnterpriseOne 9.1 Update 2
Document ID JD Edwards Direct Migration from World to EnterpriseOne 9.2
Document ID JD Edwards EnterpriseOne Tools 9.1.x and newer Certification (MTR) data is now available in the Certify Application on My Oracle Support [Video]
Document ID Certifications FAQ for JD Edwards EnterpriseOne
Document ID E1: INST: EnterpriseOne 9.x (9.0, 9.1 and 9.2) Installation Best Practices
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78. It’s a Brand New World – Migrating from JD Edwards World to EnterpriseOne
It is an ever changing World. Technology is changing the way we do business and how we interact in our everyday lives. Explore the functionality and benefits of migrating from a World green screen environment to the modern User Interface in EnterpriseOne. Hear from a customer on their migration experience and the benefits and efficiencies that they have realized.:
Suzanne and I thank you for joining us today!
We invite and encourage you to attend Barb’s Session, It’s a Brand New World – Migrating from JD Edwards World to EnterpriseOne. Hear a customer’s experience first hand.
Speaker:
Barb Canham
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79. A Q
&

80. LearnJDE – All JD Edwards, All the Time
New and improved site!
New UI!
Improved Search!
Check it out TODAY!
LearnJDE.com
What has JDE done?
All this great information is available on LearnJDE.com

81. Be Informed, Get Connected, and Share!
@OracleJDEdwards
@Lyleekdahl
@garygrieshaber
@monahanbob
@wardquarles
JD Edwards Professionals
Oracle JD Edwards Channel
And on our social channels.
My Oracle Support Communities
OracleJDEdwards