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UNITING BUSINESS AND TECHNOLOGY. Key Considerations for moving from JD Edwards World to JD Edwards EnterpriseOne . Session ID: 101800 Susan Szymanski, Director of Development/Upgrades, CD Grou p Jeff Amerine, Director of Technology/Managed Services, CD Group. December 4, 2013. Agenda.

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Presentation Transcript

Uniting business and technology


Key Considerations

for moving from JD Edwards World to

JD Edwards EnterpriseOne

Session ID: 101800

Susan Szymanski, Director of Development/Upgrades, CD Group

Jeff Amerine, Director of Technology/Managed Services, CD Group

December 4, 2013

Uniting business and technology


  • CD Group and Team Overview

  • Presentation Objectives

  • Technology Considerations

  • Big Data

  • Elimination of Customizations

  • Development Activities

  • Leveraging New Functionality

  • Testing

  • Training

  • Reporting

  • Project Plan Overview

  • On-Going Support

  • Q&A

Cd group overview

CD Group Overview

  • U.S. Based, National Presence

  • Global Project experience

  • We have been delivering solutions to JD Edwards customers for twenty years

  • Full Service Project Services companyfocused on JD Edwards customers

  • Managed Services business focused on delivering operational support to JD Edwards customers

  • Oracle Platinum Partner

  • Recognized as the top JD Edwards upgrade partner in 2011 for North America

Our resources

Our Resources

  • Profile

  • Full service covering all disciplines

  • Over 100 employee based resources

  • Minimum 10+ years JD Edwards experience

  • Skills

  • Project Management

  • JD Edwards applications

  • JD Edwards development

  • JD Edwards technology

  • Oracle Business Intelligence

  • Hyperion

  • Oracle CRM OnDemand

  • Business Consulting

Presentation objectives

Presentation Objectives

  • Provide education/insight into the components of a migration project

  • Review the perceived pain points

  • Present options for a successful migration

  • How to take advantage of new functionality while controlling project scope and cost

  • Understand how to effectively eliminate modifications in the transition

  • Discuss the tools which are available for helping your users to make a smooth transition.

Technology considerations

  • On Premise or Hosted?

Technology Considerations


Operating System


Apps Server



Enterpriseone topology considerations

EnterpriseOne Topology Considerations

Portal Server

End UserWeb Client

HTML Server

LDAP Server

Developer / Administrator Windows Client

Business Services Server

Enterprise Server

Deployment Server

Transaction Server

Database Server

Data archiving

Data Archiving

  • Constraints to factor when developing an archive and purge strategy.

    • Legislative and legal requirements regarding data retention

    • FDA and SOX requirements or other regulatory items that may not allow data to be removed.

    • Contractual, SLAs with customers and vendors

    • Application data integrity

  • When do you archive?

    • Before or after migration.

    • Benefits of either method.

Data migration

Data Migration

World A7.3

EnterpriseOne 9.1

Initial Install of EnterpriseOne 9.1 / Web Servers

World A7.3 Pre-upgrade Audit

Data Dictionary Comparison

Create Initial Migration Environment

Business Data Copy Target

Business Data Copy Source

Next Number Synchronization

World Software Migration Patch Installed

JD Edwards EnterpriseOne 9.1 Conversions

Turn Off JD Edwards World A7.3

JD Edwards World Conversions

Uniting business and technology

Elimination of Customizations

  • Create an inventory of your existing customizations

    • Modified Base

    • Copied/modified Base

    • Custom objects (system code 55 - 59)

  • Evaluate when the customization was last executed

  • Review and confirm the business need for each existing modification.

  • If the customization is to a base object:

    • Evaluate each custom modification against the E1 functionality

    • Divide and assigned based on functionality

Development activities

Development Activities

  • Reports

    • Evaluate E1 reporting tools

  • Interfaces

    • Evaluate 3rd party integrations

    • Rearchitect

  • Data

    • Repurposed fields

    • Custom Tables

  • Enhancements

Leveraging new functionality

Leveraging New Functionality

  • Review of Existing Configuration to Determine Opportunities

  • Control the level of process change unless there is major benefits. (Consider doing as a second phase)

  • Identify the functionality that is easy to implement that will not require major process change



  • Functional testing

    • Test scripts

    • UPK build test scripts

  • Modification testing

    • Surface Test

    • Integration Test

  • System testing

  • Volume testing

Uniting business and technology


  • Training Considerations:

    • Application training

    • Development training:

      • Tools 101 for E1 development

      • BI Publisher training

      • Business Services Training

      • One View Reporting

    • End User Training

      • Leverage the use of UPK

    • Technology Training



  • World Writers and Fasters

    • No migration tool

    • Must be rewritten

  • Leveraging OneView Reporting

  • Leveraging BI Publisher for forms

Project plan overview

Project Plan Overview

Example of a migration project plan

  • Required tasks

  • Dependencies

  • Timeline

  • Resource staffing

Project plan example

Project Plan Example

On going support

On-Going Support

The goal is outstanding management of your enterprise system.

Uniting business and technology


  • CD Group Contacts:

  • Susan Szymanski, Director of Development/Upgrades, CD Group

    • Phone: 303-495-4222

    • E-Mail: sszymanski@cdgroup.com

  • Jeff Amerine, Director of Technology/Managed Services, CD Group

    • Phone:

    • E-Mail: jamerine@cdgroup.com

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