JDE Package Build and Deployment Checklist

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0 of 25 items complete

8 critical items still open - these are the highest-risk gaps.

Download checklist:

Before the build

Change requests approved and objects checked in through Object Management WorkbenchCRITICALObjects promoted to the correct path code and transfer activity rules followedDevelopers confirm no objects are still checked outBuild window agreed with users and batch schedule reviewedCRITICALDisk space on the deployment server and build target confirmedLatest backup of central objects and specs takenCRITICAL

Define and build the package

Package type chosen: full, update or partial, with reason recordedPackage assembly lists the correct objects and the right path codeBuild definition parameters checked, including compile options and server listPackage build run and build log reviewed for errors and warningsCRITICALBusiness function compile errors resolved before deploymentCRITICAL

Deploy

Package deployed to enterprise and logic servers in a planned orderCRITICALWeb servers refreshed or restarted as required by the object types changedFat client or workstation deployment scheduled if it is still usedServer cache cleared as required and processes restarted in a controlled wayDeployment location and package name recorded in the change log

Verify

Smoke tests run for changed applications, UBEs and business functionsCRITICALVersion and processing option settings confirmed in the target path codeKey batch jobs rerun in test and output comparedUsers in the test group sign offServer logs checked for new errors after deployment

Rollback and close out

Previous package kept and tested as a rollback targetCRITICALRollback steps and time limit written before go liveChange records closed and OMW project status updatedLessons learned captured for the next build

Do not start the build until every critical item in the first group is complete.

JDE modification comparison

Optional: ask about automated summaries of what changed between JDE releases and packages.

Optional. The tool and every export work without this. No spam.

How to use the checklist

Copy the list per release or project and tick items as they are done. Critical items should be completed in order. Exporting to PDF or Excel gives you evidence of what was done and by whom, which helps in audits and when something regresses after a release.

Choosing the package type

A full package rebuilds all objects of a path code and is used for new environments, tools release upgrades or after major updates. An update package contains only objects you name and is the usual routine choice. A partial package is built from a selected subset and suits specific deliveries. Use the smallest package that meets the need but plan full builds regularly to keep the specs consistent.

Path codes and promotion

Objects move along path codes, for example development, prototype, pristine and production. Promotion in Object Management Workbench updates central objects, and packages carry them to servers. Keep the sequence disciplined: building a production package from objects that never passed test is the most common source of regressions.

Check the package build log for each object type
Remember business functions need compiling on each server platform
Keep ESU and ASU applications separate from custom changes

Common mistakes

Deploying during a batch window, skipping the rollback test, building without checking for checked-out objects, and ignoring compile warnings that become runtime failures. Also failing to refresh web caches after UI changes, so some users see old screens.

Frequently Asked Questions

What is the difference between a full and update package?

A full package rebuilds every object for a path code and refreshes the specs. An update package carries only the objects you select. Full builds are heavier but remove accumulated inconsistencies, so schedule them periodically.

Do I need a package for UBE version changes?

New or modified versions are also objects and normally need to be in a package to reach the servers, unless you use features that read from central objects. Follow the rule your CNC team set for each path code.

How long does a package build take?

It depends on the number of objects, hardware and compile settings. An update package may take minutes to an hour, a full package several hours. Measure your own builds and plan windows with margin.

What should I do if a deployment fails?

Stop, read the build and server logs, and use the rollback package if users are affected. Fix the cause in a lower path code, rebuild and redeploy. Record the failure in the change record.

If your release process is slow because of manual comparison work, we can help with automated object comparison and change summaries over your JDE modifications.

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