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1 Installation and Upgrade Guide for Primavera Portfolio Management 8.0

2 Copyright , Oracle and/or its affiliates. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agencyspecific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR , Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate failsafe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. 2

3 Types of installation This document describes the installation of Primavera Portfolio Management 8.0. There are two types of installations, each with their own installation steps: New Installation A New Installation is an installation in which you are installing Primavera Portfolio Management 8.0 on a server which does not and did not have any version of Primavera Portfolio Management (formerly Primavera ProSight ) installed on it. For this type of installation, follow these steps: 1. Verify the prerequisites. See below. 2. Login to your server with administrative privileges. 3. Install Primavera Portfolio Management 8.0. Refer to the instructions in Chapter Configure a database. In this step you will either create a new Primavera Portfolio Management 8.0 database, or connect to an existing Primavera Portfolio Management database (from Primavera Portfolio Management (formerly Primavera ProSight ) 5.0 SP3 and later versions). Refer to the instructions in Chapter Configure the SMTP Server Smart Host. Follow the instructions in Chapter Verify the installation, as per the instructions in Chapter 5. Upgrade from Primavera Portfolio Management (formerly Primavera ProSight ) 5.0 and later An Upgrade from Primavera Portfolio Management (formerly Primavera ProSight ) 5.0 and later is an installation in which you are installing Primavera Portfolio Management 8.0 over an existing installation of any version of Primavera Portfolio Management (formerly Primavera ProSight ) 5.0 and later (including for example installing a Primavera Portfolio Management 8.0 Service Pack). For this type of installation, follow these steps: 1. Verify the prerequisites. See below. 2. Login to your server with administrative privileges. 3. Install Primavera Portfolio Management 8.0 without uninstalling the older version of Primavera Portfolio Management (formerly Primavera ProSight ). Refer to the instructions in Chapter The database will be automatically upgraded during the install. The instructions in Chapter 3 can therefore be skipped. 5. Configure the SMTP Server Smart Host if necessary. Follow the instructions in Chapter Verify the installation, as per the instructions in Chapter 5. 3

4 Note on Application Pools Note that the settings of the ProSightApplicationPool in IIS changed in Primavera Portfolio Management (formerly Primavera ProSight ) 8.0 compared to earlier versions of Primavera Portfolio Management (formerly Primavera ProSight ). Any application pools that were created by cloning the ProSightApplicationPool should be deleted and created again by cloning the Primavera Portfolio Management 8.0 ProSightApplicationPool. 4

5 Configurations Primavera Portfolio Management 8.0 can be installed in varying configurations, depending on your requirements. As a minimum, every installation of Primavera Portfolio Management 8.0 must consist of one and only one instance of the Primavera Portfolio Management 8.0 Primary Back-End, one or more instances of the Primavera Portfolio Management 8.0 Front-End, and one database server. Common configurations supported are: One machine, running the Primavera Portfolio Management 8.0 Primary Back-End and the Primavera Portfolio Management 8.0 Front-End, as well as the database server. An environment comprised of two machines, one of which hosts the Primavera Portfolio Management 8.0 Primary Back-End and the Primavera Portfolio Management 8.0 Front-End, the other hosting the database server. An environment comprised of two machines, one of which hosts the Primavera Portfolio Management 8.0 Front-End, the other hosting the database server and the Primavera Portfolio Management 8.0 Primary Back-End. An environment comprised of three machines, one of which hosts the Primavera Portfolio Management 8.0 Front-End, another hosting the Primavera Portfolio Management 8.0 Primary Back-End, and the third machine hosting the database server. An environment comprised of more machines, one of which hosts the Primavera Portfolio Management 8.0 Primary Back-End, several machines hosting the Primavera Portfolio Management 8.0 Secondary Back-End, several machines hosting the Primavera Portfolio Management 8.0 Front-End and participating in a Network Load Balancing (NLB) cluster, and one machine hosting the database server. For all configurations, make sure all servers are in compliance with the prerequisites as listed below. 5

6 Prerequisites For detailed prerequisite information including version numbers, please refer to the Primavera Portfolio Management 8.0 Platform Requirements in the Readme document. A Primavera Portfolio Management 8.0 server must be configured with: 1. Microsoft Windows 2003 or 2008 Server. This server must be set up as an application server. Use the Configure Your Server Wizard in Administrative Tools to accomplish this. 2. All Critical Updates for Windows 2003 or 2008, delivered via Automatic Update or installed from the Microsoft Windows Update site. 3. On Windows 2003: Microsoft Internet Information Services (IIS) 6.0, which is part of Windows On Windows 2008: Microsoft Internet Information Services (IIS) 7.0, which is part of Windows To use Primavera Portfolio Management 8.0 Collaboration features, you will also need to install SMTP; on Windows 2003 this is the SMTP Service part of IIS, while on Windows 2008 this is referred to as the SMTP Server. 4. Microsoft Transaction Server (MTS), which is part of Windows 2003 or Microsoft Distributed Transaction Coordinator (MSDTC), which is part of Windows 2003 or Client access software for your database server of choice, as follows: a. If the database server resides on the same physical machine as the application server: i. If the database server software is Microsoft SQL Server 2005 or 2008: The necessary software is installed when you installed the database server. No further action is needed. ii. If the database server is Oracle 10g Release 2: Install the Oracle 10g Release 2 versions of OraMTS and the Oracle Data Provider for.net (ODP.NET). b. If the database server resides on another physical machine: i. If the database server software is Microsoft SQL Server 2005 or 2008: Install Microsoft SQL Server 2005 or 2008 Client Access software on the application server. ii. If the database server is Oracle 10g Release 2: Install Oracle 10g Release 2 Client Access software on the application server. Also install the Oracle 10g Release 2 versions of OraMTS and the Oracle Data Provider for.net (ODP.NET) on the application server. Note: do not install or use Oracle 9i or Oracle 10g Release 1 Client Access software on the application server. 7. The person running the Primavera Portfolio Management 8.0 installer needs to have full administrative privileges on the server. On Windows 2008 this requires logging in using the local administrator account, or disabling User Account Control (UAC), or starting the install by right-clicking the install executable and selecting Run as administrator. Note that on Windows 2008, if the install was not performed using the local administrator account, the Change option in the Control Panel s Software Explorer will not work; however, you will be able to change the list of installed features by running the original install from its source location by right-clicking the install executable and selecting Run as administrator. 6

7 8. If Microsoft SharePoint Portal Server 2003 is to be installed on the application server, its installation, including Extending any web sites, should be completed before installing Primavera Portfolio Management 8.0. If SharePoint Portal Server 2003 is installed after Primavera Portfolio Management 8.0 has already been installed, the instructions included in Microsoft Knowledge Base article (see should be followed. Please note that Primavera Portfolio Management should not be installed into a web site managed by SharePoint. When installing Primavera Portfolio Management 8.0 on Windows 2003, please follow the instructions provided in steps When installing Primavera Portfolio Management 8.0 on Windows 2008, please skip these instructions and instead follow the instructions provided in steps On Windows 2003: 9. After installing the above prerequisites, click Start, then Settings, then Control Panel, then Add or Remove Programs, then click Add/Remove Windows Components, then select Application Server and click the Details button. Verify that components are selected as shown in figure 1: Figure Select Internet Information Services (IIS), and then click the Details button. Verify that at least the following components are selected: a. Common Files b. Internet Information Services Manager c. SMTP Service d. World Wide Web Service (gray) 7

8 11. Select World Wide Web Service, and then click the Details button. Verify that at least the World Wide Web Service is selected. 12. On all servers (including the database server), if Service Pack 1 or later of Microsoft Windows 2003 Server is installed, click Start, then Programs, then Administrative Tools, then Component Services. In the tree on the left, click on the plus sign next to the Component Services node to open up the tree, then click on the Computers node, then click on the plus sign next to the Computers node to open it up, and then right-click the My Computer node underneath. Select Properties. In the resulting tabbed dialog box, click on the MSDTC tab. On this tab, click on the Security Configuration button. You will see the dialog box shown in figure 2: Figure 2 Verify that all settings are as shown above. In particular, pay attention to the checkbox next to Network DTC Access (which is checked), the checkboxes entitled Allow Inbound and Allow Outbound (which are checked), and the radio button which selects No Authentication Required. If you made any changes, click OK to accept them. A dialog box will inform you that MSDTC will be restarted. Click Yes, then click OK in the notification message box that states that MSDTC has been restarted, then click OK again to close the tabbed dialog box. Close Component Services. 8

9 On Windows 2008: 13. After installing the above prerequisites, click Start, then Control Panel, then Programs and Features, then click Turn Windows features on or off, then select Roles and scroll down until the Role Services section. Verify that Role Services are installed as shown in figure 3: Figure 3 9

10 14. Scroll further down until the Web Server (IIS) section and find the next Role Services section. Verify that Role Services for the Web Server are installed as shown in figure 4: Figure On all servers (including the database server), click Start, then Administrative Tools, then Component Services. In the tree on the left, click on the plus sign next to the Component Services node to open up the tree, then click on the Computers node, then click on the plus sign next to the Computers node to open it up, then click on the My Computer node, then click on the plus sign next to the My Computer node to open it up, then click on the plus sign next to Distributed Transaction Coordinator to open it up, then right-click on Local DTC. Select Properties. In the resulting tabbed dialog box, click on the Security tab. You will see the dialog box shown in figure 5: 10

11 Figure 5 Verify that all settings are as shown above. In particular, pay attention to the checkbox next to Network DTC Access (which is checked), the checkboxes entitled Allow Inbound and Allow Outbound (which are checked), and the radio button which selects No Authentication Required. If you made any changes, click OK to accept them. A dialog box will inform you that MSDTC will be restarted. Click Yes, then click OK in the notification message box that states that MSDTC has been restarted. Close Component Services. Note that the Microsoft.NET Framework 2.0 and 3.5, as well as ASP.NET, are automatically installed during the installation of Primavera Portfolio Management 8.0. Previous versions of the.net Framework will remain installed and fully functional. Note that Primavera Portfolio Management 8.0 does not require a Java Runtime Environment (JRE) or Java Virtual Machine (JVM) on client workstations or servers, and is indifferent to a JRE or JVM if installed. 11

12 2. Primavera Portfolio Management Installation To install Primavera Portfolio Management (PPM) 8.0, follow these steps: 2.1 Insert the Primavera Portfolio Management optical media into the optical drive of the server. The following install screen will be displayed. If for some reason this screen does not appear, open Windows Explorer, highlight the driveletter containing the Primavera Portfolio Management CD, and doubleclick startup.hta. Click the link Install PPM 8.0. You may also double-click setup.exe to start the install without displaying this first screen. To start the install on 64-bit servers, double-click setup.exe do not click the link. 2.2 On Windows 2008, if User Account Control is enabled, this dialog box is displayed. Click. 2.3 If this is not the first time you install Primavera Portfolio Management 8.0 on this computer, you will see the screen depicted in step 2.6. If this is the first time you install Primavera Portfolio Management 8.0 on this computer, the screen depicted here will be displayed. Note that the exact list of prerequisites displayed depends 12

13 on the platform and the state of the server. Click to continue. 2.4 The screen will indicate that the pre-requisite requirements listed are being installed. Please wait. 2.5 The following screen will be displayed. Please wait. 13

14 2.6 The Welcome screen is displayed. Click to continue. 2.7 The Customer Information screen is displayed. The fields User Name and Organization are by default filled out with default values from the computer installation. You may accept these values or correct them. Click to continue. 2.8 The Destination Folder screen is displayed. If you wish to change the folder into which Primavera Portfolio Management 8.0 will be installed, click. If the displayed folder is acceptable, click continue with step to 14

15 2.9 If you clicked on the previous screen, the Change Current Destination Folder screen is displayed. Browse to or type in another folder to install into, or create a new folder. When done, click to return to the screen shown in step The Feature Selection screen is displayed. Each instance of Primavera Portfolio Management 8.0 must include one and only one installation of the Portfolio Management Primary Back- End, and at least one installation of the Portfolio Management Front-End. These may be installed on the same or on separate physical servers. For the simplest installation of all required features of Primavera Portfolio Management 8.0 on one server, make sure that Portfolio Management Front-End and Portfolio Management Primary Back-End are both selected to be installed (as shown here). To install optional features, select the optional feature(s) you desire to install: If you wish to use the legacy SOAP RPC interface, select the SOAP RPC interface. If you wish to use the Web Services interface, select the Web Services interface. If you wish to use Propose, select Propose. After the install, follow the instructions in Chapter 7 to configure Propose. If you wish to use the Bridge for Project Management systems, select the Bridge for Primavera P6 and Microsoft Project Server. After the install, follow the instructions in Chapter 8 to configure the Bridge. For details on installing Primavera Portfolio Management in a scaled-out environment, see Chapter 6. Click to continue. 15

16 2.11 The Internet Information Server (IIS) Properties screen is displayed. Next to Install in:, select the Web Site you wish to install Primavera Portfolio Management 8.0. The Web Site to install into must have been created in Internet Information Server Manager prior to the install of Primavera Portfolio Management 8.0. If you wish the Web Site selected to be redirected to the virtual directory created by Primavera Portfolio Management 8.0, select the checkbox next to Redirect Web Site to Primavera Portfolio Management. If you wish to use Secure Socket Layer (SSL) to secure communications between the browsers and the Primavera Portfolio Management server, select one of the https options. You must already have a SSL certificate installed on your server. Click to continue The Internet Information Server (IIS) Properties screen is displayed. If your users will be accessing the Primavera Portfolio Management server with different URLs than displayed here by default (for example because your organization s DNS defines a different name for the server, or because Primavera Portfolio Management is hosted on a NLB cluster), correct the URLs accordingly. Click to continue. 16

17 2.13 The Ready to Install screen is displayed. Click to continue The Installing Primavera Portfolio Management screen is displayed. Please wait The InstallShield Wizard Completed screen is displayed. Read the text underneath the header to verify that Primavera Portfolio Management was successfully installed. If a New Installation was performed, the screen will display text stating that you should now run the Primavera Portfolio Management Console to create a new Primavera Portfolio Management database or to connect to an existing database. 17

18 If an Upgrade from an earlier version of the product was performed, the screen will display text stating that Primavera Portfolio Management 8.0 is currently connected to a database which may have been upgraded during this installation. Click wizard. to exit the When performing a New Installation, continue with Chapter 3 to create or configure a database. When performing an Upgrade from an earlier version of the product, continue with Chapter 4. 18

19 3. Configure a database To configure a database for use with Primavera Portfolio Management 8.0, follow these steps: 3.1 If you just completed the install of Primavera Portfolio Management 8.0, you will see the install screen displayed here. If for some reason this screen does not appear, open Windows Explorer, highlight the driveletter containing the Primavera Portfolio Management installation media, and doubleclick startup.hta. Click the link Configure a PPM Database. Alternatively, run the Primavera Portfolio Management Console from the Start menu. 3.2 The Primavera Portfolio Management Console is displayed, with the Add Database window open. Select the checkbox next to Make this database the current Primavera Portfolio Management database. In the combo box next to Type:, select the type of database server on which your database resides. 19

20 3.3 If you selected SQL Server (versions 2005, 2008) as the database server type, fill out the field next to Name: by typing the name of the database. This can be the name of a new database, or the name of an existing database created by the current or a previous version of the product. In the field next to Server:, type the name of the database server. In the field next to User:, type a username of a database user with appropriate rights, and in the field next to Password:, type the password for this database user. Click. 3.4 If you selected Oracle ( ) as the database server type, fill out the field next to Service: by typing the name of the Oracle service. In the field next to User:, type the name of the Oracle schema that you are connecting to, or click to create a new Oracle schema using the Oracle Database Configuration Utility. In the field next to Password:, type the Oracle password for this schema. For more information about the Oracle Database Configuration Utility and configuring Primavera Portfolio Management for operation with an Oracle database, please see the Primavera Portfolio Management 8.0 Oracle 10i Configuration Supplement. Click. 20

21 3.5 If you entered the name of a new database, the Creating a new database message is displayed to inform you that Primavera Portfolio Management will be stopped and restarted. Click. 3.6 If you entered the name of a new database, the Quarter Start Date screen is displayed. Select the appropriate start date for the first quarter in your organization. (Important! This information cannot be changed unless a new database is created with the Primavera Portfolio Management Console. This setting cannot be changed on existing databases.) Click. 3.7 If you entered the name of a new database, the Creating new database message is displayed. Please wait until the database is created and the Primavera Portfolio Management Console main screen is displayed again. 3.8 If you entered the name of an existing ProSight database (from Primavera Portfolio Management 5.0 or later versions), and this database has to be upgraded, the Old database message will be displayed to inform you that the database will be upgraded to version 8.0, and that Primavera Portfolio Management will be stopped and restarted. Click. 21

22 The following message will be presented if the Database recovery model is not set to Simple. In this case, please contact your DBA and have him make the necessary change for the duration of the database upgrade. Then click. The database will be upgraded. Please wait until the database is upgraded; click OK on the message stating that the upgrade has completed. The Primavera Portfolio Management Console main screen is displayed again. 3.9 If you entered the name of an existing PPM 8.0 database, the Changing databases message is displayed to inform you that Primavera Portfolio Management will be stopped and restarted. Click. Please wait until the database you entered is made the current database and the Primavera Portfolio Management Console main screen is displayed again. 22

23 3.10 The Primavera Portfolio Management Console main screen is displayed, with the database listed as the Current Database. Click to close the Primavera Portfolio Management Console. 23

24 4. Configure the SMTP Service Smart Host To use the Send Mail capability in Primavera Portfolio Management 8.0, the SMTP service must be configured properly. This requires that your SMTP mail server is specified as your "smart host", so that the IIS SMTP Service automaticall y routes any SMTP sent to your local serv er to your SMTP mail server for delivery. For more details, see the document Primavera Portfolio Management 8.0 Configuring SMTP. 4.1 On the Taskbar, click Start, point to Settings, point to Control Panel, point to Administrative Tools, and then click Internet Information Services (IIS) Manager to open the IIS Manager. 4.2 Open the tree for your server. Right-click Default SMTP Virtual Server, and then click Properties. 24

25 4.3 Navigate to the Delivery tab, and then click Advanced. 4.4 Enter the name or IP Address of your SMTP mail server in the Smart Host* text box. (Contact your mail administrator if you do not know the name or IP Address of your SMTP mail server). Click to close the Advanced Delivery screen, and click again to close the SMTP Virtual Server Properties screen. Close IIS Manager. 4.5 Make sure that Simple Mail Transfer Protocol (SMTP) service is running. The SMTP service is part of the IIS Admin Service, so the IIS Admin Service must also be running. *(Note: Smart Host allows you to route all outgoing messages fo r remote domains through a smart ho st instead of sending them directly to the domain. This allows you to route messages over a connection that may be more direct or less costly than other routes. The smart host is similar to the route domain option for remote domains. The difference is that once a smart host is designated, all ou tgoing messages are routed to that server. With a route domain, only messages for the remote domain are routed to a specific server. 25

26 If you set up a smart ho st, you can still designate a diff erent route for a remote domain. The route domain setting overrides the smart host setting. Type a Fully Qualified Domain Name (FQDN) or an IP address to identify the smart host. If you use an IP address, enclose it in square brackets [ ] (for example: [ ]) to increase system performance. Microsoft SMTP Service checks first for a name, then an IP address. The brackets identify the value as an IP address, so the DNS lookup is bypassed.) 26

27 5. Verifying the installation To verify that Primavera Portfolio Management 8.0 has been installed correctly, follow these steps: 5.1 On the Primavera Portfolio Management 8.0 server, or on any client workstation with network access to that server, open up Microsoft Internet Explorer. Type the URL you entered in step 2.12 above, into the browser s address bar, and hit Enter or click the little button in the browser s address bar. The Primavera Portfolio Management login screen will appear. Type a user name and password as appropriate for your Primavera Portfolio Management installation, and hit Enter or click the button. You should be logged into Primavera Portfolio Management. 27

28 6. Distributed Setup of Primavera Portfolio Management 8.0 Primavera Portfolio Management 8.0 can be installed in a distributed setup ( scale-out ), thereby spreading the load of the system over several physical servers. In a distributed installation, the Primavera Portfolio Management Primary Back-End is installed on one and only one server, while the Primavera Portfolio Management Secondary Back-End is installed on one or more other servers. The Primavera Portfolio Management Front-End is likewise installed on one or more servers. When installing the Primavera Portfolio Management Front-End on more than one server, it is necessary to install and configure a Microsoft Network Load Balancing (NLB) cluster on all servers hosting the Front-End. When installing the Primavera Portfolio Management Front-End on only one server, installing and configuring a Microsoft NLB cluster is not necessary, but all other steps documented here should be followed unmodified. Note that all servers must comply with the general prerequisites as outlined in the beginning of this Guide. In addition, these are the prerequisites for the NLB cluster and the Front-End servers participating in it: Fixed IP addresses on all servers participating in the NLB cluster One reserved fixed virtual IP address (i.e. not used by any physical server) Recommended: separate Network Interface Card (NIC) in each server participating in the NLB cluster, to route the NLB cluster communications NLB clusters can be set up and configured in many different ways, depending on overall network infrastructure, hosts, protocols, etc. The following section provides a basic guide on how to configure a NLB cluster. For more information, please refer to Microsoft s documentation. When installing the Primavera Portfolio Management Front-End on only one server, skip to step To install and configure the Network Load Balancing (NLB) cluster, follow these steps: 6.1 On a Windows 2003 Server which is not to become a member of the cluster, start the Network Load Balancing Manager by clicking Start, then Programs, then Administrative Tools, then Network Load Balancing Manager. 28

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