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Add a New Host Configuration for JD Edwards

The following General Ledger application settings apply to all users licensed when using a JDE (JD Edwards) General Ledger type or when connecting to a JD Edwards_FXA Designer GL, whether processing the General Ledger, Query, Query Designer or Spreadsheet Writeback feature. This article describes adding a Host for JD Edwards.

  1. From the Application Configurator panel, select the Application Settings tab. The Application Settings panel appears.
  2. Click the JD Edwards tab.

  3. To create a new host configuration, from the ribbon, click the New button. The system adds a new host configuration in the navigation pane, and the JD Edwards > Host Configuration panel appears.
  4. Use the following table to enter data in the JD Edwards > Host Configuration panel:

    5. Field

    Description

    Connection Type

    Click the drop-down list, and, select the appropriate connection type. The selected connection type determines the fields available in the panel.

    Data Provider

    For iSeries connection types, specify whether using OLEDB or ODBC for connectivity.

    Direct Connect

    For Oracle connection types, if selected, the insightsoftware-provided direct connect option is used to access the database. Otherwise, the Host Name, Oracle SID, and Oracle Port fields are replaced with Oracle Service Name.

    Host Name/IP Address/DSN

    Specify the server name, IP address, or DSN.

    User Name

    Specify the user ID to be used to connect to the database. Click the ellipses button ( ... ) to insert the <SIGN-ON> literal in the field, indicating to use the specified user ID, when the user signs into Spreadsheet Server.

    Note: If unattended sign in is being used, the user ID must be specified (<SIGN-ON> cannot be used).

    Password

    Specify the user password.

    Oracle SID

    Specify the Oracle Service Name where the database is located (for example, VIS).

    Oracle Port

    Specify the port number (for example, 1521).

    RAC (Real Application Clusters) Support

    If selected, the system connects to the database using the Service Name/RAC defined in the RAC Server Connection Definition field. This field is only enabled when the Direct Connect option is selected.

    Note: If this option is selected, a panel appears, allowing the user to select (highlight) the server connection to be used for RAC support. Once selected, click OK to populate the RAC Server Connection Definition field.

     

    RAC Server Connection Definition

    Specify the server connection(s) to be used for RAC support. This field is only enabled when the RAC (Real Application Clusters) Support option is selected.

     

    Query Designer Libraries

    For iSeries and SQL Server connection types, specify the libraries which may used in Query Designer.

    JDE Architecture for this Configuration

    Specify whether the JD Edwards database being used is OneWorld/Enterprise or World.

    Use JDE Multi-Currency option to determine decimal position

    If selected, the decimal precision in Spreadsheet Server changes, based on the currency code used in the formula. To use this option, the JD Edwards system must be setup to handle multi-currency.

    JDE security is required for this configuration

    If selected, the security setup in JD Edwards is used for the host configuration.

    Note: For OneWorld configurations only, this also includes reading the F00950 file to determine which tables the user is authorized to execute queries against in Query Designer and in Excel. JD Edwards security is not applicable while executing stored procedures.

    Secure Sockets Layer(SSL)

    For iSeries connection types, if selected, SSL encryption is used for all data sent between the client and the server.

    Encrypt Connection

    For SQL Server connection types, if selected, SSL encryption is used for all data sent between the client and the server.

    Trust Server Certificate

    For SQL Server connection types, if selected, SQL Server trusts the certificate, regardless of the signing authority.

    Use Windows Integrated Security

    For SQL Server connection types, if selected, the User Name and Password fields are disabled, and the Windows user sign in data is used to connect to the database.

    Support Unicode Characters

    If selected, code is implemented to support unicode characters for the connection.

    JDE User ID

    Specify the user ID to be used for testing security.

    Button

    Function

    Test Security

    Specify the desired testing values, then click Test Security. A message appears in the Results field, indicating whether or not the connection was successful, and displays the security settings for the selected user.

    Test Configuration

    Displays a message in the Results field, indicating whether or not the connection and the call to the files was successful.

  5. Use the following table to enter data in the JD Edwards > GXSALES Fields panel:

    6. Field

    Description

    File Name

    Click the drop-down list, and, select the file from which to add a field to the list. Valid files are:

    • F4211 (Sales Order Detail)
    • F4101 (Item Master)
    • F0101 (Address Book Master)

    Field Name

    Specify the name of the field to be added to the list. The field must reside in the associated JDE file.

    Field Label

    Specify the description to be displayed when the field is used in the GXSALES formula.

    Field Type

    Click the drop-down list, and, select the type of field. Valid types are:

    • A (Alphanumeric)
    • B (Business Unit)
    • D (Date)
    • N (Numeric)

    Len/Dec

    Based on the Field Type selected, specify either the length of the field, or the number of decimals in the field.

    File/Fields List

    Displays the fields available for filtering in the GXSALES formula. To:

    • Add a field: complete the fields above, and click the Add button.
    • Revert the list back to the original defaults: right-click, and, select Restore Fields to Installation Defaults.
    • Modify a field's value: select the desired field row, and click the desired field's value. The value becomes highlighted to allow changes.

    Exclude

    Specify whether or not the field is excluded from the GXSALES formula criteria list, and/or the GXSALES drill down grid. Valid options are:

    • C: exclude from the GXSALES formula criteria list.
    • D: exclude from the GXSALES formula drill down grid.
    • B: exclude from both the GXSALES formula criteria list and drill down grid.
    • N: no exclusions (default).

    Button

    Function

    Add

    Adds a field to the list.

  6. Use the following table to enter data in the JD Edwards > Business Files panel:

    7. Field

    Description

    Default Library Name/Default Schema/Database Name

    • For iSeries connection types, specify the default library name of the JDE business data.
    • For Oracle connection types, specify the default schema of the JDE business data.
    • For SQL Server connection types, specify the database name of the JDE business data.

    Default Owner

    For SQL Server connection types, specify the default owner of the business tables in the JDE database.

    Business Files List:

    Displays the JDE business files used in Spreadsheet Server.

    Library Name/Schema/Owner ID

    • If any of the listed files reside outside of the default library, schema, database, or owner ID, override the <DEFAULT> code, and enter the appropriate library name, schema, database or owner ID. To reset the default, click the field and leave it blank.
    • For SQL Server connection types, to enter a different database name or owner ID of a file, use the following syntax: DatabaseName.OwnerID.

    With Index

    For SQL Server connection types, if applicable, specify the name of an alternate index to be used for processing queries in the F0902 file.

    Button

    Function

    Test

    Displays a message in the Results field indicating whether or not the connection and the call to tables was successful.

  7. Use the following table to enter data in the JD Edwards > Security Files panel:

    8. Field

    Description

    Default Library Name/Default Schema /Database Name

    • For iSeries connection types, specify the default library name of the JDE security data.
    • For Oracle connection types, specify the default schema of the JDE security data.
    • For SQL Server connection types, specify the database name of the JDE security data.

    Default Owner

    For SQL Server connection types, specify the default owner of the security tables in the JDE database.

    Security Files List:

    Displays the JDE security files used in Spreadsheet Server.

    Library Name/Schema/Owner ID

    • If any of the listed files reside outside of the default library, schema, database, or owner ID, override the <DEFAULT> code, and enter the appropriate library name, schema, database or owner ID. To reset the default, click the field and leave it blank.
    • For SQL Server connection types, to enter a different database name or owner ID of a file, use the following syntax: DatabaseName.OwnerID.

    Connect to an alternate host for security files

    If selected, indicates to connect to a different host for the JDE security files. If selected, additional fields (Connection Type, Host Name/IP Address, etc.) are enabled, for entering alternate host connection data.

    Button

    Function

    Test

    Displays a message in the Results field indicating whether or not the connection and the call to tables was successful.

  8. Use the following table to enter data in the JD Edwards > Data Dictionary Files panel:

    9. Field

    Description

    Default Library Name/Default Schema/Database Name

    • For iSeries connection types, specify the default library name of the JDE data dictionary data.
    • For Oracle connection types, specify the default schema of the JDE data dictionary data.
    • For SQL Server connection types, specify the database name of the JDE data dictionary data.

    Default Owner

    For SQL Server connection types, specify the default owner of the data dictionary tables in the JDE database.

    Data Dictionary Files List:

    Displays the JDE data dictionary files used in Spreadsheet Server.

    Note: For older versions of World, the data dictionary file name may be manually changed to F9201, if necessary.

    Library Name/ Schema/Owner ID

    • If any of the listed files reside outside of the default library, schema, database, or owner ID, override the <DEFAULT> code, and enter the appropriate library name, schema, database or owner ID. To reset the default, click the field and leave it blank.
    • For SQL Server connection types, to enter a different database name or owner ID of a file, use the following syntax: DatabaseName.OwnerID.

    Connect to an alternate host for security files

    If selected, indicates to connect to a different host for the JDE security files. If selected, additional fields (Connection Type, Host Name/IP Address, etc.) are enabled, for entering alternate host connection data.

    Button

    Function

    Test

    Displays a message in the Results field indicating whether or not the connection and the call to tables was successful.

  9. Use the following table to enter data in the JD Edwards > Writeback panel:

    10. Field

    Description

    Host Name/ID Address

    Specify the application server name or IP address.

    Port

    Specify the port number (for example, 1521).

    Button

    Function

    Test

    Displays a message in the Results field indicating whether or not the connection and the call to tables was successful.

  10. Click Save, then Yes, to push the changes to the network location.

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