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I ® P - Oracle · is part of Windows 2008. To use Primavera® Portfolio Management 8.0 Collaboration features, you will also need to install SMTP; on Windows 2003 this is the SMTP

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  • IInnssttaallllaattiioonn aanndd UUppggrraaddee GGuuiiddee ffoorr PPrriimmaavveerraa®® PPoorrttffoolliioo MMaannaaggeemmeenntt 88..00

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    Copyright © 1999-2010, 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 agency-specific 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 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. 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 fail-safe, 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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 2.

    4. 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 3.

    5. Configure the SMTP Server Smart Host. Follow the instructions in Chapter 4. 6. 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 2.

    4. 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

    4. 6. Verify the installation, as per the instructions in Chapter 5.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 2003. On Windows 2008: Microsoft Internet Information Services (IIS) 7.0, which is part of Windows 2008. 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 2008.

    5. Microsoft Distributed Transaction Coordinator (MSDTC), which is part of Windows 2003 or

    2008.

    6. 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”.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 828810 (see http://support.microsoft.com/?id=828810) 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 9-12. When installing Primavera® Portfolio Management 8.0 on Windows 2008, please skip these instructions and instead follow the instructions provided in steps 13-15. 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 1

    10. 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)

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    http://support.microsoft.com/?id=828810

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 4

    15. 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:

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    22.. PPrriimmaavveerraa®® PPoorrttffoolliioo MMaannaaggeemmeenntt IInnssttaallllaattiioonn 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 drive-letter containing the Primavera® Portfolio Management CD, and double-click “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

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 to continue with step 2.10.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 2.8.

    2.10

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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. 2.12

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    2.13

    The Ready to Install screen is displayed. Click to continue.

    2.14

    The Installing Primavera® Portfolio Management screen is displayed. Please wait.

    2.15

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 to exit the wizard. 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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    33.. CCoonnffiigguurree aa ddaattaabbaassee 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 drive-letter containing the Primavera® Portfolio Management installation media, and double-click “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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 (10.2.0.4)” 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 .

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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 .

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    44.. CCoonnffiigguurree tthhee SSMMTTPP SSeerrvviiccee SSmmaarrtt HHoosstt 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 e-mail 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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    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: [123.123.123.123]) 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.)

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    55.. VVeerriiffyyiinngg tthhee iinnssttaallllaattiioonn 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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    66.. DDiissttrriibbuutteedd SSeettuupp ooff PPrriimmaavveerraa®® PPoorrttffoolliioo MMaannaaggeemmeenntt 88..00 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 6.21. 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.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.2 Right-click on the first node

    in the tree on the left called Network Load Balancing Clusters and select New Cluster.

    6.3 6.4 6.5 6.6

    In the IP address field, fill out the IP address of the cluster; this must be a virtual (i.e. reserved but unused) fixed IP address. Check that the automatically filled out Subnet mask field, is filled out correctly. In the Full internet name field, fill in the full name by which you will access the cluster of ProSight servers. The DNS system of the domain should be configured such that it will resolve this name to the virtual fixed IP address entered in step 6.3. Click Next.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.7

    Click Next.

    6.8

    Click Edit….

    6.9 6.10

    Change Affinity from Single to None. Note: when using SSL with Primavera® Portfolio Management, leave the Affinity setting at Single. Click OK.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.11

    Click Next.

    6.12 6.13

    In the Host field, type the name or the fixed IP address of one of the Windows 2003 Server machines that is to become a member of the NLB cluster, then click the Connect button. In the bottom half of the screen, select the interface that is to be used for NLB cluster communication. If the server has a Network Interface Card (NIC) dedicated to NLB cluster communication, select that interface.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.14

    Click Next.

    6.15

    Click Finish.

    6.16

    Network Load Balancing Manager will perform the requested operation and will show the status in the bottom part of its main screen.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.17

    When Network Load Balancing Manager successfully completes the configuration change, the bottom part of the screen will show that the operation succeeded.

    6.18 6.19

    To add another Windows 2003 Server to this NLB cluster, right-click the cluster name that was entered in step 6.5, and select Add Host to Cluster. Repeat steps 6.12 – 6.18 for each server to be added to the cluster.

    6.20

    When done adding hosts to the NLB cluster, close Network Load Balancing Manager.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    To install the Primavera® Portfolio Management Front-End, follow these steps: 6.21

    If an NLB cluster has been set up and configured, complete the below instructions on each of the Windows 2003 or 2008 Server machines that have been made members of the NLB cluster. If installing the Primavera® Portfolio Management Front-End on only one server, complete the below instructions on that server. Start the Primavera® Portfolio Management 8.0 setup by following the instructions of Chapter 2. In step 2.10, de-select the Portfolio Management Primary Back-End feature. If installing optional features (such as SOAP RPC, Web Services, Propose or the Bridge), these features must be selected and installed on all servers on which the Primavera® Portfolio Management Front-End is installed. If installing on servers that are members of a NLB cluster, in step 2.12, change the server name in the proposed URLs to the cluster name entered in step 6.5. For example, if in step 6.5 the full Internet name of the cluster was entered as portfolios6.domain.com, the URLs in step 2.12 of the installation should look like http://portfolios6.domain.com/prosight.

    To install the Primavera® Portfolio Management Primary Back-End, follow these steps: 6.22

    On a Windows 2003 or 2008 Server machine which is not part of a NLB cluster, install the Primavera® Portfolio Management Primary Back-End. Start the Primavera® Portfolio Management setup by following the instructions of Chapter 2. In step 2.10, de-select the Portfolio Management Front-End component. Note that there should be only one server running the Portfolio Management Primary Back-End component in a given installation of Primavera® Portfolio Management.

    To install the Primavera® Portfolio Management Secondary Back-End, follow these steps: 6.23

    On a Windows 2003 or 2008 Server machine which is not part of a NLB cluster, install the Primavera® Portfolio Management Secondary Back-End. Start the Primavera® Portfolio Management setup by following the instructions of Chapter 2. In step 2.10, de-select the Portfolio Management Front-End component and the Portfolio Management Primary Back-End component, and instead select the Portfolio Management Secondary Back-End component. Note that the Portfolio Management Secondary Back-End component can be installed on as many servers as is necessary to achieve a given performance level in a given installation of Primavera® Portfolio Management.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    If the Primavera® Portfolio Management database is hosted on Microsoft SQL Server, follow these steps to create the ASPState database for persisting session information: 6.24 6.25 6.26 6.27 6.28 6.29

    On one of the servers on which the Primavera® Portfolio Management Front-End has been installed, run Microsoft SQL Server Query Analyzer. Login to the Microsoft SQL Server which is hosting the Primavera® Portfolio Management database, using the “sa” database login. From the menu, select File, then Open. Navigate to \WINDOWS\Microsoft.NET\Framework\v2.0.50727 on the local drive on which the Windows 2003 Server is installed. Select the file installpersistsqlstate.sql and click Open. From the menu, select Query, then Execute. The ASPState database will be created. When finished, close Microsoft SQL Server Query Analyzer. Using Microsoft SQL Server Enterprise Manager, create a new SQL Server login called “ASPState”. Set the properties for this login as follows:

    Use SQL Server authentication and specify a password

    Set the default database to “ASPState” On the Database Access tab, allow access to the

    “ASPState” database only, as user “ASPState”, and grant the “public” and “db_owner” roles.

    If the Primavera® Portfolio Management database is hosted on an Oracle database server, follow these steps on the Primavera® Portfolio Management Primary Back-End server to enable the Microsoft ASP.NET State Service for persisting session information: 6.30

    Open up Registry Editor and locate the following registry value: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\aspnet_state\Parameters\AllowRemoteConnection If the value AllowRemoteConnection doesn’t exist, create a new REG_DWORD value named AllowRemoteConnection; set its value to 1.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.31 6.32

    By default, the ASP.NET State Service handles communications on port 42424. If desired, this can be changed by modifying the following registry value: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\aspnet_state\Parameters\Port Open up the Services screen, and start the ASP.NET State Service. Modify the settings for this service such that it will start automatically next time the server is restarted.

    To share the session information amongst all Primavera® Portfolio Management application servers, follow these steps: 6.33 6.34

    On all of the Windows 2003 or 2008 Server machines (including the single Primavera® Portfolio Management Primary Back-End server and any/all of the Primavera® Portfolio Management Front-End servers as well as all of the Primavera® Portfolio Management Secondary Back-End), use Notepad to open the file web.config which is located in the IisRoot folder off the Primavera® Portfolio Management install directory. By default, this file would be located at C:\Program Files\Oracle\Primavera Portfolio Management\Portfolios\IisRoot.

    Locate the section which looks like the following:

    6.35

    If the Primavera® Portfolio Management database is hosted on Microsoft SQL Server and an ASPState database was created as per the instructions in steps 6.24-6.29, modify this section such that it reads as follows: where instead of sqlserver the actual name of the SQL Server hosting the ASPState database is used, and instead of ASPStatePassword the actual password for this account as set in step 6.29 is used.

    If the Primavera® Portfolio Management database is hosted on an Oracle database server and the ASP.NET State Service service was started as per the instructions in step 6.30-6.32, modify this section such that it reads as follows: where instead of ppmbackend the actual name of the Primavera® Portfolio Management Primary Back-End server is used, and if the default port was changed in step 6.31, the actual port number is used instead of 42424.

    6.36

    36

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    6.37

    Locate the section, and within this section add the following new text: Instead of , write 128 hexadecimal characters, representing the 64-byte validation key used by the SHA1 hashing algorithm. Instead of , write 64 hexadecimal characters, representing the 32-bit decryption key used by the AES encryption algorithm. For further instructions, explanations and how to generate stronger keys, please see the following MSDN article: http://msdn.microsoft.com/en-us/library/ms998288.aspx#paght000007_webfarmdeploymentconsiderations

    6.38

    Save the web.config file and close Notepad.

    37

    http://msdn.microsoft.com/en-us/library/ms998288.aspx#paght000007_webfarmdeploymentconsiderationshttp://msdn.microsoft.com/en-us/library/ms998288.aspx#paght000007_webfarmdeploymentconsiderations

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    Important note in case Primavera® Portfolio Management is not installed into the Default Web Site: Any web site other than the Default Web Site, is identified by a random number created by IIS when the web site is created (the Default Web Site is usually identified by the number 1). Because the number is random, it is different on each server. Within the ASPState database that contains the sessions, each session is identified by an identifier consisting of the full path to the application, for example: /lm/w3svc/1091467543/root/prosight. In this path, the number 1091467543 is the random number identifying the web site. Since the random numbers are different on each server, the servers do not identify each other’s sessions; each is simply writing its sessions to the ASPState database identified by its own random number. To fix this, it is necessary to ensure that the non-default web sites into which Primavera® Portfolio Management is installed, all use the same random number. Fortunately, this change can be made even after Primavera® Portfolio Management is installed. To look at the number representing the web site, open up regedit on each of the Microsoft Windows 2003 Server machines on which Primavera® Portfolio Management was installed. Look up the registry value HKEY_LOCAL_MACHINE\SOFTWARE\Oracle\Primavera Portfolio Management\Portfolios\Server\UI\WebSite Note the value on one of the servers (we will call it the target value), and follow the below procedure to change the value of the non-default web site on all other Windows 2003 or 2008 Server machines (those that are members of the NLB cluster as well as the single server hosting the Primavera® Portfolio Management Primary Back-End and the multiple servers hosting the Primavera® Portfolio Management Secondary Back-End):

    1. To change the random number of a non-default web site, one must first enable Direct Metabase Edit on the server(s) on which the change has to be made.

    a. Open up Internet Information Services (IIS) Manager. b. Right-click the computer name and select Properties. c. Place a checkmark next to Enable Direct Metabase Edit, and click OK.

    2. Make a backup of the IIS Metabase XML file. The file is called Metabase.xml and is located in system32\inetsrv off the Windows directory.

    3. Open up Metabase.xml in a text editor such as Notepad. 4. Use the Replace functionality to search for the non-default web site random number

    found in the above registry location on this server and replace it with the target value noted above (the value of one of the other servers to which we want to change). Change all instances of the number. Then save the Metabase.xml file.

    5. Replace the value at the above registry entry such that it refers to the same target value.

    6. Restart Primavera® Portfolio Management. 7. Disable Direct Metabase Edit:

    a. Open up Internet Information Services (IIS) Manager. b. Right-click the computer name and select Properties. c. Clear the checkmark next to Enable Direct Metabase Edit, and click OK.

    8. Repeat the above procedure on all other servers on which the random number needs to be changed.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    Important note in case SSL is used in the load balancing environment: The certificates used on all Primavera® Portfolio Management Front-End server(s) as well as on the single Primavera® Portfolio Management Primary Back-End Server and the multiple Primavera® Portfolio Management Secondary Back-End server(s) must all be in sync. To achieve this, please follow these steps: 1. Install a certificate on one server as detailed in the document “Primavera Portfolio

    Management 8.0 Enabling SSL”. 2. Use IIS Manager on this server to export the certificate into a pfx file. 3. Use IIS Manager on all other servers to import the pfx file as a certificate.

    To connect Primavera® Portfolio Management to its database and complete the installation, follow these steps: 6.39 When done installing Primavera® Portfolio Management, follow the steps in Chapter 3

    to connect each of the servers (Primavera® Portfolio Management Front-End server(s) as well as the single Primavera® Portfolio Management Primary Back-End Server and the multiple Primavera® Portfolio Management Secondary Back-End server(s)) to the same Primavera® Portfolio Management database. First connect all Primavera® Portfolio Management Front-End servers, then connect the Primavera® Primary Back-End server, and finally connect all Primavera® Portfolio Management Secondary Back-End servers. Note that in order to change databases, the Primavera® Portfolio Management Console must be run and configured accordingly on all of the servers separately. Also note, that if a new Primavera® Portfolio Management database is created, the actual database creation will be performed from the (first) Primavera® Portfolio Management Front-End server on which the Console is run, while all other servers will then need to be connected to this newly created database using the Console.

    6.40 To configure SMTP, follow the steps in Chapter 4 on each of the servers. 6.41

    To verify the installation, follow the steps in Chapter 5. As the URL, enter the Primavera® Portfolio Management URL with the server name being the full Internet name of the NLB cluster, as entered in step 6.5. This ensures connecting to the cluster (which will forward the request to the server least busy at this particular moment) instead of to a particular server in the cluster. Note that if the DNS system of the domain was not configured to resolve the NLB cluster name, you must use the IP address of the cluster as entered in step 6.3 instead.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    77.. CCoonnffiigguurriinngg PPrrooppoossee

    EEnnaabblliinngg tthhee PPrrooSSiigghhtt GGuueesstt uusseerr 7.1

    Start Internet Explorer on any server or workstation. Go to the URL appropriate for your Primavera® Portfolio Management installation and log on as a Primavera® Portfolio Management administrator.

    7.2 7.3

    Click Setup, and in the resulting screen select Users from the drop-down box at the top. In the right pane, select the row representing the "ProSight Guest" user, which is currently grayed out. Click Enable.

    7.4

    At the question "Enable user ‘ProSight Guest’?", click OK.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.5

    The row representing the "ProSight Guest" user will become black to indicate that the user has been enabled. Note that the "ProSight Guest" user must have its License Type set to "Full-use".

    GGrraannttiinngg aacccceessss ttoo PPrrooppoossee ttoo tthhee PPrrooSSiigghhtt GGuueesstt uusseerr 7.6 7.7

    In the "Setup" screen, select Modules from the drop-down box at the top. Select the Add-Ons folder in the left pane, and select the Propose module in the right pane.

    Click Edit.

    7.8

    Click Add and select the "ProSight Guest" user from the list, making sure that its "Permission Set" is "Read." This grants "Read" permission to the ProSight Guest user, allowing this user to use Propose. If the Permission is not "Read", use the Edit button to set it to Read (for more information refer to the Primavera® Portfolio Management Users Guide). Click OK to close the Module dialog box.

    Close the Setup screen. 7.9

    41

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    CCoonnffiigguurriinngg aa FFoorrmm ttoo bbee uusseedd wwiitthh PPrrooppoossee

    SSppeecciiffiicc rreeqquuiirreemmeennttss ffoorr aa FFoorrmm ttoo aallllooww uussee bbyy PPrrooppoossee To allow use of a Form by Primavera® Portfolio Management Propose, the Form must comply with the following special requirements:

    1. The Form must be usable in "New" mode, in which the Form creates a new Item or Portfolio. To comply with this requirement, the Form must include the "Item Name" component on its first Tab.

    2. The Form must have a "Default Home Portfolio" assigned. The "ProSight Guest" user must have at least "Create" permission in this Home Portfolio. Note that by assigning a "Default Home Portfolio" to the Form, it becomes unnecessary to include the "Item Parent" component on any one of its tabs.

    3. The Form must be accessible to the "ProSight Guest" user, that is, the "ProSight Guest" user must have at least "Read" permission on the folder in which the Form resides.

    DDeeffiinniinngg aa FFoorrmm ttoo bbee uusseedd bbyy PPrrooppoossee 7.10

    If you are already logged in as an administrator, skip to the next step. Start Internet Explorer on any server or workstation. Go to the URL appropriate for your Primavera® Portfolio Management installation and log on as a Primavera® Portfolio Management administrator.

    7.11 7.12

    Click Setup, and in the resulting screen select Forms from the drop-down box at the top.

    Click the down arrow to the right of the New button to open the drop-down box, and select Folder.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.13

    In the New Folder dialog, type the name of the folder that will be used to store the Form(s) that will be used with Propose, for example "Propose Forms". Click OK. The folder will be created.

    7.14

    While the newly created folder is highlighted, click the Edit button. The Folder Wizard will open.

    7.15

    Click on "Security" on the left hand side to go directly to the Security step of the wizard.

    43

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.16

    Click Add to add a new security setting.

    7.17 7.18

    In the resulting "Add User" screen, make sure that "Read" is selected as the "Permission", and select the "ProSight Guest" user. Click OK.

    7.19 7.20

    In the Form Wizard Security step, the newly added setting for the "ProSight Guest" user is shown. Click Finish.

    44

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    Note that this configuration grants the ProSight Guest user "Read" on all Forms contained in the folder "Propose Forms" and in any folder below the "Propose Forms" folder which inherits its security settings. It is recommended not to grant "Read" permission to the ProSight Guest user on any folders which do not contain Forms that need to be accessible via Primavera® Portfolio Management Propose. 7.21

    In the Setup screen, keep the newly created folder selected. Click the down arrow to the right of the New button to open the drop-down box, and select Form to start creating a new Form in the folder. This Form will by default inherit the security settings from the folder.

    7.22 7.23

    In the "New Form" screen, enter a Name for the Form in the Name field.

    Click Next.

    7.24

    In the "Tabs" step of the wizard, click New to add a new Tab or click Add to add an existing Tab to this Form.

    45

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.25

    The Tab to be used as the first Tab in the Form must have the Item Name component. Note: it is not necessary to include the Item Parent component if a Default Home Portfolio is assigned in step 7.28. For more information on how to design and configure Tabs, see the Primavera® Portfolio Management Users Guide.

    7.26

    When finished adding or creating Tabs for the Form, click Next.

    7.27 7.28

    In the "Defaults" step of the wizard, select the option Allow Creation of New Items, and select one of the Creation Options to indicate what type of Item should be created by the Propose Form. Open the Default Home Portfolio combo box and select an appropriate Portfolio as the Default Home Portfolio for the Form.

    7.29

    It is highly recommended to use a non-calculating Portfolio as the Default Home Portfolio for the form. Note that by selecting a Default Home Portfolio here, it becomes unnecessary to include the Item Parent component in any one of the tabs of the form. Click Finish to complete the wizard.

    46

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    CCoonnffiigguurriinngg SSeeccuurriittyy oonn tthhee DDeeffaauulltt HHoommee PPoorrttffoolliioo The following steps show how to configure the security on the Default Home Portfolio for the ProSight Guest user to only have "Create" permission, thereby turning the Default Home Portfolio into a type of "mailbox" into which the ProSight Guest user can "drop" the Items to be created using Propose. 7.30 7.31

    In the "Setup" screen, select Items and Portfolios from the drop-down box at the top. Navigate to the Portfolio selected as the Default Home Portfolio in step 7.28, and click Edit.

    7.32 7.33

    In the Portfolios wizard screen, select the "Security" step. Click Add to add a new security setting.

    47

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.34 7.35

    In the resulting screen, select "Edit and Create" in the Permission combo box. Select the "ProSight Guest" user and click Edit.

    7.36 7.37

    In the resulting screen, clear all check boxes in the "Allow" column except for the first "Create" permission, indicating that the "ProSight Guest" user can create portfolios and items in this Portfolio, but cannot do anything else. Click the Items tab.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.38 7.39

    On the "Items" tab, clear all checkboxes such that no permissions are assigned to the "ProSight Guest" user on the items to be created within Propose. Click OK.

    7.40 7.41

    In the "Add User" screen, the "Permission" combo box will now show "Custom".

    Click OK.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.42 7.43

    In the "Security" step of the Portfolio wizard, the "Permission Set" for the "ProSight Guest" user will show as "Custom". Click Finish.

    7.44

    When done, close the Setup screen.

    CCoonnffiigguurriinngg sseeccuurriittyy ttoo aallllooww ccrreeaattiioonn ooff ssuubb--iitteemmss aanndd ssuubbmmiissssiioonn ooff ddooccuummeennttss uussiinngg PPrrooppoossee The following steps show the additional security settings that should be made on the Default Home Portfolio for the ProSight Guest user to allow the submission of documents through Propose.

    In the "Setup" screen, select Items and Portfolios from the drop-down box at the top.

    7.45

    7.46 Navigate to the Portfolio selected as the Default Home Portfolio in step 7.28, and click Edit.

    50

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.47 7.48

    In the Portfolios wizard screen, select the "Security" step. Select the "ProSight Guest" user and then click Edit to modify the existing security setting.

    7.49

    7.50

    In the resulting screen, in the "Allow" column, select the "Create" check box under "Sub-items, Deliverables, Action Items, Links, Contacts and Documents". This indicates that the "ProSight Guest" user is granted the right to Create sub-items, deliverables, action items, links, contacts and documents in portfolios. Click the Items tab.

    51

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.51

    On the "Items" tab, in the "Allow" column, select the "Create" check box under "Sub-items, Deliverables, Action Items, Links, Contacts and Documents". This indicates that the "ProSight Guest" user is granted the right to Create sub-items, deliverables, action items, links, contacts and documents in items.

    7.52

    Click OK.

    7.53

    In the "Security" step of the Portfolio wizard, the "Permission Set" for the "ProSight Guest" user will show as "Custom", and the text under "Description" will include the ability to create sub-items, deliverables, action items, links and documents.

    7.54

    Click Finish.

    7.55

    When done, close the Setup screen.

    52

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    OObbttaaiinniinngg tthhee UURRLL ttoo bbee uusseedd ttoo aacccceessss tthhee FFoorrmm wwiitthh PPrrooppoossee

    TThhee UURRLL ffoorrmmaatt The format of the URL to be used to access a particular Form using Primavera® Portfolio Management Propose, is defined as the URL of that Form when put in "New" mode, while replacing the word prosight by the word propose within the URL. The following steps show how to obtain the correct URL. 7.56

    If you are already logged in as an administrator, skip to the next step. Start Internet Explorer on any server or workstation.

    Go to the URL appropriate for your Primavera® Portfolio Management installation and log on as a Primavera® Portfolio Management administrator.

    7.57 7.58 7.59

    In the main Primavera® Portfolio Management screen, select the Forms module. Select the Form to be used with Propose in the Form selection box. Click the New button.

    7.60 7.61 7.62

    From the "Collaborate" menu, select Obtain Page Address…. Make sure that both Include item as well as Include form are selected. Click the Copy button to copy the URL to the clipboard, then click Close to close the window.

    53

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    7.63 7.64 7.65

    Paste the URL from the clipboard into the desired location, for example into the HTML code of a page which should open the Propose Form. (For testing purposes, paste the URL directly into the Address Bar of Internet Explorer.) Replace prosight by propose. The resulting URL will access the Form using Propose.

    Original URL as copied by Obtain Page Address: http://ppmsrv/prosight/Portfolios/View.htm?window=form&formName=Propose%20Form&tabName=Propose%20Tab%201&itemID=-2&newItemType=1

    Resulting URL for accessing the Form through Propose: http://ppmsrv/propose/Portfolios/View.htm?window=form&formName=Propose%20Form&tabName=Propose%20Tab%201&itemID=-2&newItemType=1

    7.66

    When pasting the resulting URL directly into Internet Explorer, the Form will be displayed in Primavera® Portfolio Management Propose.

    54

  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    88.. CCoonnffiigguurriinngg tthhee BBrriiddggee ffoorr PPrroojjeecctt MMaannaaggeemmeenntt SSyysstteemmss 8.1

    After the install has been completed, start Internet Explorer on any server. Go to the URL appropriate for your Primavera® Portfolio Management installation and log on as a Primavera® Portfolio Management administrator.

    8.2 8.3

    Click Setup, and in the resulting screen select Modules from the drop-down box at the top. Select the Add-Ons folder in the left pane, and select the PM Bridge module in the right pane. Click Edit.

    8.4

    Click Add and select the appropriate group or user from the list. As an example we selected the “All” group from the list. Make sure that the group or users’ Permissions Set is Read. This grants Read permission to the appropriate users of Primavera® Portfolio Management, allowing them to use the PM Bridge. If the Permission is not Read, use the Edit button to set it to Read (for more information refer to the Primavera® Portfolio Management Users Guide). Click OK to close the Module dialog box.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    8.5 8.6

    Now select the “MS Project 2007 Bridge” module in the right pane. Click “Edit”.

    Click “Add” and select the appropriate group or user from the list. As an example we selected the “All” group from the list. Make sure that the group or users’ “Permissions Set” is “Read.” This grants “Read” permission to the appropriate users of Primavera® Portfolio Management, allowing them to add a connection to a MS Project Server 2007 in the Bridge. If the Permission is not “Read”, use the Edit button to set it to Read (for more information refer to the Primavera® Portfolio Management Users Guide). Click OK to close the Module dialog box.

    8.7

    8.8 8.9

    Now select the “P6 Bridge” module in the right pane. Click “Edit”.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    Click “Add” and select the appropriate group or user from the list. As an example we selected the “All” group from the list. Make sure that the group or users’ “Permissions Set” is “Read.” This grants “Read” permission to the appropriate users of Primavera® Portfolio Management, allowing them to add a connection to a Primavera® P6 server in the Bridge. If the Permission is not “Read”, use the Edit button to set it to Read (for more information refer to the Primavera® Portfolio Management Users Guide). Click OK to close the Module dialog box.

    8.10

    8.11

    Close the Setup screen, log out of Primavera® Portfolio Management and log back on as an administrator.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    CCoonnnneeccttiinngg ttoo oonnee oorr mmoorree MMSS PPrroojjeecctt SSeerrvveerrss 8.12

    If you are already logged in as an administrator, skip to the next step. Start Internet Explorer on any server. Go to the URL appropriate for your Primavera® Portfolio Management installation and log on as a Primavera® Portfolio Management administrator.

    8.13

    From the Primavera® Portfolio Management Tools menu, select Bridge Console….

    8.14 8.15

    The Bridge Console screen will open. Click the Add button. A small popup will allow selection of the type of Project Management system to add. Highlight Microsoft Project 2007… and click it. The Bridge Settings Wizard will open.

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    8.16 8.17 8.18 8.19 8.20 8.21 8.22 8.23 8.24

    Under Server Name:, fill in the name of the MS Project Server you are adding. This name is used for descriptive purposes within Primavera® ProSight® only. Under MS Project Server URL:, fill in the URL of the MS Project Server you are adding. Under Reporting Database Server Name:, fill in the name of the database server hosting the Microsoft Project Server 2007 Reporting Database. Under Reporting Database Name:, fill in the name of the Microsoft Project Server 2007 Reporting Database. Under Description:, you may add a description of the MS Project Server you are adding. Under Access to MS Project Server:, under Authentication:, select the authentication method for the Microsoft Project Server: Forms Authentication or Windows Authentication. Under User Name:, enter the MS Project Server user name of a user with full access to the MS Project Server you are adding. Under Password:, enter the password of the user with full access to the MS Project Server you are adding. Click Finish.

    8.25

    To add another MS Project Server, go back and repeat the process from step 8.15.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    CCoonnnneeccttiinngg ttoo oonnee oorr mmoorree PPrriimmaavveerraa®® PP66 EEnntteerrpprriissee PPrroojjeecctt MMaannaaggeemmeenntt sseerrvveerrss 8.26

    If you are already logged in as an administrator, skip to the next step. Start Internet Explorer on any server. Go to the URL appropriate for your Primavera® Portfolio Management installation and log on as a Primavera® Portfolio Management administrator.

    8.27

    From the Primavera® Portfolio Management Tools menu, select Bridge Console….

    8.28 8.29

    The Bridge Console screen will open. Click the Add button. A small popup will allow selection of the type of Project Management system to add. Highlight Primavera P6… and click it. The Bridge Settings Wizard will open.

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  • Primavera® Portfolio Management 8.0 Installation and Upgrade Guide

    8.30 8.31 8.32 8.33 8.34 8.35 8.36 8.37 8.38

    Under Server Name:, fill in the name of the Primavera® P6 Server you are adding. This name is used for descriptive purposes within Primavera® Portfolio Management only. Under P6 Web Services URL:, fill in the URL of the P6 Web Services for the P6 server you are adding. Under P6 Web Access URL:, fill in the URL for the P6 Web UI (“My Primavera”). Under Description:, you may add a description of the MS Project Server you are adding. Under Access to Primavera P6, under User Name:, enter the P6 user name of a user with full access to the P6 server you are adding. Under Password:, enter the password of the user with full access to the P6 server you are adding. Click Finish. You will automatically get prompted to provide some further details regarding the configuration of the P6 server you are adding. For more information on these details and the available configuration choices, please see the Primavera® Portfolio Management Bridge for Primavera® P6 User Guide. Click Finish after providing each such detail.

    8.39

    To add another P6 Server, go back and repeat the process from step 8.29.

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    62

    VVeerriiffyyiinngg tthhee BBrriiddggee IInnssttaallllaattiioonn To verify that the installation was successful and that a particular Project Management server and Primavera® Portfolio Management 8.0 “see” each other, perform the following steps on any computer equipped with a browser and able to access the newly installed server(s) over the network: 8.40

    Open Internet Explorer. Go to the URL appropriate for your Primavera® Portfolio Management installation, and log on, using an administrative login and its associated password.

    From the Tools menu, select Bridge Console….

    8.41

    8.42

    8.43

    In the Bridge Console screen, for each Project Management server, a green checkmark is displayed in the first column if the server is installed and configured properly. A more detailed status is displayed for the selected server at the bottom of the Bridge Console screen. If all configured Project Management servers have a green checkmark, the installation is fully operational.

    2. Primavera® Portfolio Management InstallationEnabling the ProSight Guest userGranting access to Propose to the ProSight Guest userSpecific requirements for a Form to allow use by ProposeDefining a Form to be used by ProposeConfiguring Security on the Default Home PortfolioThe URL formatConnecting to one or more MS Project ServersConnecting to one or more Primavera® P6 Enterprise Project Management servers