udesigner™ 9.8 installation and setup guide...1. from the windows start menu, click programs >...

Primavera uDesigner™ Installation and Setup Guide Version 9.10.0.0 11/12

Primavera uDesigner System Installation and Setup Guide Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved.

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Primavera uDesigner System Installation and Setup Guide i Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved.

Table of Contents

Introduction .................................................................................................................................... 1

Primavera uDesigner Overview ............................................................................................... 1 Customer Support Contact Information ................................................................................. 1

Where to Get Support ............................................................................................................. 1 Access to Oracle Support ....................................................................................................... 2

Chapter 1 Configuring the Database Server ............................................................................... 3

Configuring the Oracle Database Server ................................................................................ 3 Configuring the SQL Database Server .................................................................................... 3

Chapter 2 Installing the Primavera uDesigner Application Server ........................................... 4

Installing the Primavera uDesigner Application Server ........................................................ 4

Chapter 3 Configuring the Primavera uDesigner Application Server ...................................... 5

Changing Service Login Accounts ......................................................................................... 5 Configuring the Primavera uDesigner Application Server ................................................... 5

Server Port Tab ....................................................................................................................... 5 Repository Tab ........................................................................................................................ 6 Database Tab (Oracle) ........................................................................................................... 6 Database Tab (SQL) ............................................................................................................... 6 Email Tab ................................................................................................................................ 7 Other Tab ................................................................................................................................ 7 Saving the Configuration Data ................................................................................................ 8

Starting and Stopping Primavera uDesigner Service ........................................................... 8 Editing Configuration Data ....................................................................................................... 8 Exporting Configuration Data .................................................................................................. 8 Importing Configuration Data .................................................................................................. 9

Chapter 4 Configuring the Primavera uDesigner Web Server ................................................ 10

Windows 2000 Configuration ................................................................................................. 10 Installing the Operating System: Windows 2000 .................................................................. 10 IIS ISAPI Filter Information ................................................................................................... 10

Windows 2003 Configuration ................................................................................................. 10 Installing the Operating System: Windows 2003 .................................................................. 10 IIS ISAPI Filter Information ................................................................................................... 10 ISAPI Filter Installation .......................................................................................................... 10

Windows 2008 Configuration ................................................................................................. 11 Required IIS 7 Features ........................................................................................................ 11 Configure IIS 7 ...................................................................................................................... 12

SSL Certificate ......................................................................................................................... 12 Backup Recommendations .................................................................................................... 13

Chapter 5 Upgrading Primavera uDesigner .............................................................................. 14

Primavera uDesigner System Upgrade Steps ...................................................................... 14 1. Back up File Repository and Database ............................................................................. 14 2. Export a Copy of the Configuration File ........................................................................... 14 3. Uninstall Current Version of Primavera uDesigner ......................................................... 14 4. Install New Version of Primavera uDesigner.................................................................... 15 5. Import the Configuration File and Start Service .............................................................. 15 6. Verify Primavera uDesigner Installation ........................................................................... 16 7. Perform Data Migration ...................................................................................................... 16 Appendix A: HotFix Installation ............................................................................................. 17

Primavera uDesigner System Installation and Setup Guide 1 Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved.

Introduction

The guide covers the steps necessary for installing and configuring Primavera uDesigner. It is intended for IT professionals who are installing and configuring a single server environment for Primavera uDesigner and supporting Primavera uDesigner users. In addition, a staging environment is also needed, which is not addressed in this guide. The level of detail provided in this guide is appropriate for IT professionals.

For the full list of system requirements and versions, see the Configuration Information document under “Installation and Configuration Documentation” in the Primavera Unifier 9.10 Online Documentation Library. Note: This guide assumes that you already have Primavera Unifier installed and running. This guide describes how to:

Set up the required uDesigner servers. The minimum required is:

Oracle 9i, 10g, 11g, or SQL Server 2000, 2005, 2008 database server

uDesigner Application Server

Install and configure uDesigner components

Primavera uDesigner Overview

Primavera uDesigner is a companion project to Primavera Unifier. It provides a flexible and sophisticated design tool for those customers who want to create and publish their own customized business processes (BPs). Once a business process has been created and completed in Primavera uDesigner, it can be tested on the Primavera Unifier staging environment. The staging environment allows each business process to be tested for completeness and functionality. After the business process has been tested and meets your requirements, it can then be imported into the Primavera Unifier production environment and used by active Primavera Unifier users. Note: Primavera uStage is a testing Environment that replicates the Primavera Unifier production environment. It must be set up just like production. Business processes can be deployed multiple times on Primavera uStage.

Customer Support Contact Information

Where to Get Support

If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help, click support.oracle.com. This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

http://docs.oracle.com/cd/E37673_01/index.htm

http://docs.oracle.com/cd/E37673_01/index.htm

http://support.oracle.com/


Access to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit www.oracle.com/us/support or visit www.oracle.com/us/corporate/accessibility/support if you are hearing impaired.

http://www.oracle.com/us/support/contact-068555.html

http://www.oracle.com/us/corporate/accessibility/support/index.html


Chapter 1 Configuring the Database Server

This chapter describes how to:

Configure the database server

Configuring the Oracle Database Server

The following is an overview of the steps required to configure the Oracle database for use with Primavera uDesigner. Refer to your Oracle documentation for more information and specific instructions.

To configure the Oracle database for use with uDesigner

1. Create an instance for the database.

2. Create a user account on the newly created database. For successful uDesigner installation, make sure ample free space (~100GB) is available for the default tablespace where the new user will be located.

3. Grant the new user with “connect, resource, create view” privileges

Configuring the SQL Database Server

The following is an overview of the steps required to configure the Microsoft SQL database for use with uDesigner. Refer to your SQL documentation for more information and specific instructions.

To configure the Microsoft SQL database for use with uDesigner

1. Create a new uDesigner database.

2. Create a database login account for the new uDesigner database.

3. Use the default SQL configuration. Role db_owner is assigned to the designated user, for example, dbo, or uDesigner will not work.


Chapter 2 Installing the Primavera uDesigner Application Server


Install Primavera uDesigner

Installing the Primavera uDesigner Application Server

To install the uDesigner Application Server

1. Unzip the media pack for release 9.10.0.0. Use the uDesigner_sh_9.10.0.0.exe.

2. Double-click on uDesigner_sh_9.10.0.0.exe to begin installation. The uDesigner Setup Wizard opens.

3. Click Next. The Server Installation Options window opens.

4. From the Type of Install dropdown menu, select Application Server and click Next. The Specify Installation Location window opens.

5. In the Destination Folder field, enter (or Browse to) the folder in which you want to install the uDesigner application software (for example, D:\uDesigner).

Do not install to a folder within Program Files or to any folder with a space in the folder name. Long path names and names with spaces may cause problems. It is highly recommended that you install uDesigner at the root of the specified drive.

6. Click Next. The installation begins. This may take several minutes. The installation is

complete when the Installation Summary window opens.

If there were problems with the installation process, the Summary window will display error messages. You may need to re-start the installation/configuration process.

7. Click Next. Do NOT select the Run uDesigner Server Configurator checkbox. Click Finish.


Chapter 3 Configuring the Primavera uDesigner Application Server


Change uDesigner Service login account

Configure the uDesigner application server

Changing Service Login Accounts

During installation, the uDesigner Service is installed with your local system account. You might need to change the login account of this service to the user account that has access to the uDesigner file repository folder. Otherwise, uDesigner will not be able to access the mounted file system.

To change the Login Accounts

1. From the Windows Start menu, click Programs > Administrative Tools > Services. The Services window opens.

2. Right-click on uDesigner Service and select Properties. The Properties window opens.

3. Click the Log On tab.

4. Click the Browse button and choose the user to administer the uDesigner account.

5. Click OK and close the Services window.

Configuring the Primavera uDesigner Application Server

The uDesigner environment is configured through the uDesigner Configurator window.

To configure the server

1. From the Windows Start menu, click Programs > uDesigner > uDesigner Configurator. The uDesigner Configurator window opens.

2. Configure the settings on each of the tabs as described in the following sections.

Server Port Tab

Server Local Port: Port used by uDesigner to handle http requests. Note: If Microsoft IIS is running on your environment, enter a different port from the default, such as 8080. Local Worker Port: Port used by uDesigner to communicate with the Microsoft IIS Web server. Use the following recommended defaults:

Server Local Port: 8080 Local Worker Port: 8009


Repository Tab

This directory can be located on a separate, mapped drive on your network. It must be on a shared drive in order to function properly, and must be on the root of the drive. Do not include spaces in the folder name. File Directory: Enter (or Browse to) the path of the folder (for example, D:\uDesignerFiles).

Database Tab (Oracle)

Database Type: Select Oracle. Host Name: Enter the host name of the computer where you installed the database. Instance ID: Enter the Instance ID for the database. Port: Enter the Port number to be used by uDesigner to communicate with the database (for example, 1522). User Name: Enter the database login user account name (created in Oracle) to be used by uDesigner. The database login user account needs to have sufficient permissions to create tables in order for uDesigner to work correctly. User Password: Enter the database login user account password to be used by uDesigner. Database Name: This field is not editable. Max. Connections: This is the setting that defines the maximum connections to the database. The maximum is 400; the recommended maximum is 80 to 100. Min. Connections: The setting that defines the minimum connections that must be connected to the database.

Click Test Connection to verify that the Application server and the database are connected and communicating. A Test is successful message will popup if test is successful. Two conditions are tested:

Ability of uDesigner to connect to the database

Level of permissions granted to the database login user account

Database Tab (SQL)

Database Type: Select MS SQL Server to configure for Microsoft SQL Server. Host Name: Enter the host name of the computer where you installed and configured Microsoft SQL Server database. Instance ID: If you did not specify an instance name when configuring the SQL Server, leave the Instance ID field blank. Otherwise, enter the Instance ID. Port: Enter the Port number to be used by uDesigner to communicate with the Microsoft SQL Server database.


User Name: Enter the database login user account name for the Microsoft SQL Server database to be used by uDesigner. User Password: Enter the database login user account name password for the Microsoft SQL Server database to be used by uDesigner. Database Name: Select the database name that was previously installed. Max. Connections: The setting that defines the maximum connections to the database. The recommended setting is 100. Min. Connections: The setting that defines the minimum connections that must be connected to the database. Click Test Connection to verify that the Application server and the Microsoft SQL Server database are connected and communicating.

Email Tab

SMTP Server: Enter the IP address for the SMTP Email Server. System Notification E-Mail Address: This is the e-mail ID that displays as the “Sender’s” e-mail address for all e-mails generated by the uDesigner system. Example: [email protected] E-Mail Sender Prefix: Provide the e-mail prefix that will be used in the Sender’s name whenever e-mail is generated from a user from within uDesigner. Example: uDesigner E-mail Login URL: The URL included in all e-mail notifications to users logged into the system. Note: The E-mail Login URL Must contain the fully qualified server name to establish successful connection to uDesigner Application server. Otherwise, the interactive logins will not work. Support Contact Information: The message text included in all Support e-mail notifications. Support E-Mail Address: The e-mail address for the Support group. System Error Notification E-mail Address: The e-mail address where the system sends a notification if it loses connection to the database while the system is running.

Other Tab

Login Session Timeout: Login Session Timeout is used to control the amount of time a user can be idle before having to log back into uDesigner. The unit is seconds. Note: For security reasons, recommended timeout setting is between 30 minutes and 4 hours. Late Notice Interval: Not applicable JVM Options: Maximum and minimum Java heap sizes. -Xms1536m -Xmx1536m -XX:-DoEscapeAnalysis Note: If you have added additional JVM Options for earlier versions, these should be removed before attempting to start the Unifier Application, otherwise the Unifier service will not start. It is recommended to set a larger heap value (-Xms1536m –Xmx1536m) if your environment permits it.


Oracle Primavera now sets the XX options automatically, so the only settings to specify are the Xms and Xmx options, along with the one XX setting of -XX:MaxPermSize=64m. Max. Concurrent Logins: The setting for the maximum number of concurrent users that can login to the system. The recommended setting is 400. Max. Threads per Server: The setting for the maximum number of worker threads per server. The recommended setting is 75.

Saving the Configuration Data

You must save your configuration data to a configuration file.

To save the configuration data:

From the uDesigner Configuration window, click File and choose Save.

Starting and Stopping Primavera uDesigner Service

After a new installation, the uDesigner Service must be started. Once the service has been started, it must be stopped before you can make any changes to the configuration settings or before importing a configuration file. Be sure to restart the service afterward.

To start the uDesigner Service

1. From the uDesigner Configurator window, click Tools > uDesigner Service. The uDesigner Service window opens. When the Service is stopped, the “traffic light” is red.

2. Click Start to start the uDesigner Service. When the service is running, the light appears green.

3. Click Close.

4. Click Exit to close the uDesigner Configurator. Click Yes to confirm you want to exit.

To stop the service

From the uDesigner Configurator window, choose Tools > uDesigner Service. Click Stop, then click Close.

Editing Configuration Data

If you need to make changes to the configuration data, you must stop the uDesigner service first, then restart after making changes.

Exporting Configuration Data

The configuration data file is typically exported and used for setting up application servers in a clustered environment or for supporting multi-machine configurations. You may also import the configuration file to reconfigure the server after installing a version upgrade. Once the file is imported, save the new configuration information and then stop and restart the uDesigner service for the configuration to take effect. uDesigner configuration files have the extension .cfg.


To export your configuration data

1. From the uDesigner Configuration window, click the File menu and choose Export. The Export window opens.

2. Navigate to the location to where you want to save the configuration file. You may make a new folder at the root directory for this purpose. Do not include any spaces in the folder name, for example, c:\udes-cfgbackup).

3. Name the configuration file and click Save.

This export file can be used to import your configuration details. It can be copied to additional uDesigner Application servers in your configuration. Once you import a configuration you can change the parameters at any time. Remember to save the new configuration before you start the uDesigner Service.

Importing Configuration Data

Before importing new configuration files, you must first stop the uDesigner Service.

To import a configuration file

1. From the uDesigner Configurator window, choose Tools > uDesigner Service to open the window, click Stop, then click Close.

2. Click the File menu and choose Import.

3. Navigate to the configuration file location, select the file to be imported and click Open. The configuration settings will populate the uDesigner Configurator window. You may make manual modifications as necessary to the configuration data.

4. Click File > Save to save the new settings.

5. Restart the uDesigner Service.


Chapter 4 Configuring the Primavera uDesigner Web Server


Configure the web servers. Instructions are provided for Windows 2000, 2003 and 2008.

Windows 2000 Configuration

Installing the Operating System: Windows 2000

Verify that Microsoft Windows 2000 operating system is installed. Follow the manufacturer’s instructions to install or upgrade to Microsoft Windows 2000, if necessary. More information can be found at the Microsoft Windows 2000 home page at http://www.microsoft.com/windows2000/.

IIS ISAPI Filter Information

ISAPI filter installation is part of the uDesigner install process. The uDesigner installation automatically replaces the existing ISAPI filter installed on the “Default Website.” Verify that any ISAPI filter installed at the Machine level “WWW service” is removed.


Installing the Operating System: Windows 2003

Verify that Microsoft Windows 2003 Enterprise Edition/IIS operating system is installed. Follow the manufacturer’s instructions to install or upgrade, if necessary. For more information, refer to the Microsoft Windows 2003 home page http://www.microsoft.com/windowsserver2003/.

IIS ISAPI Filter Information

ISAPI filter installation is part of the uDesigner install process. The uDesigner installation automatically replaces the existing ISAPI filter installed on the “Default Website.” Verify that any ISAPI filter installed at the Machine level “WWW service” is removed.

ISAPI Filter Installation

To verify whether the Jakarta ISAPI filter is installed

1. Open the Default Web Site Properties window and click on ISAPI Filters.

2. Check if the Jakarta ISAPI filter is installed.

3. If it is not already installed, add the filter.

http://www.microsoft.com/windows2000/

http://www.microsoft.com/windowsserver2003/


To add the Jakarta ISAPI filter

For this procedure, it is assumed that uDesigner is installed at the root directory C:\uDesigner. Substitute your uDesigner installation folder location if necessary. 1. Open the Default Web Site Properties window, and click the ISAPI Filters tab.

2. Click on Add.

3. Browse to C:\uDesigner\connectors\jk1.2.x\bin\isapi_redirect.dll.

4. Click OK.

5. Make sure the Web Services Extension is configured correctly.

6. Enable Jakarta Web Service Extension on IIS — C:\uDesigner\connectors\jk1.0\bin\ isapi_redirect.dll

7. If you cannot start Jakarta ISAPI or IIS, go to the Service tab of the Web Sites Properties window and verify that the “Run WWW service in IIS 5.0 isolation mode” checkbox is not selected, otherwise the Web Services Extension and IIS 6.0 may not work correctly.

8. Click on the Home Directory tab. In the Execute Permissions dropdown box, select Scripts and Executables (the default is Scripts Only).


uDesigner support 32-bit Windows 2008. If you are running Windows 2008 R2 (which is 64-bit), you must choose the “Enable 32-bit” option (discussed in the following sections).

You may need to use the Windows 2008 “Run as Administrator” option to run certain tasks, including the installation of Unifier and uDesigner applications. (Open the command window and type “Run as Administrator.”)

Windows 2008 support requires configuration of IIS 7.

Required IIS 7 Features

In addition to the default features that are installed as part of the Internet Information Services (IIS) 7 installation, there are some additional features that are required in order to run Unifier and uDesigner. If you already have IIS installed, you can add the features by doing the following: 1. Click the Windows Start button and select Administrative Tools.

2. Click Server Manager. The Server Manager window opens.

3. Click Roles > Webserver IIS.

4. Click Add Role Resources.

5. After selecting the additional features, click Next, then click Install.

6. Click Close.

Additional IIS 7 features:

Under Common HTTP Features, select all features.

Under Application Development, select

CGI


ISAPI Extensions

ISAPI Filters

Under Health and Diagnostics, select

HTTP Logging

Request Monitor

Under Security, select

Basic Authentication

Request Filtering

Window Authentication

Under Performance, select all features.

Under Management Tools, select all features.

Note: When you check Management Service, it will prompt you to add additional Window Process Activation Services, .NET environment. Select the Add Required Feature button.

Configure IIS 7

This configuration procedure will enable IIS 7 to work with uDesigner.

To configure IIS 7 for use with uDesigner

1. Open the IIS Manager window. (From the Control Panel, click Administrative Tools > Internet Information Services (IIS) Manager.)

2. On the node for the server, double-click the ISAPI and CGI Restrictions icon.

3. In the Actions pane, click Add. The Add ISAPI and CGI Restrictions window opens.

4. In the ISAPI or CGI Path field, enter C:\uDesigner\connectors\jk1.2.x\bin\isapi_redirect.dll (or the folder where you have installed uDesigner).

5. Select the Allow extension path to execute checkbox and click OK.

6. In the Actions pane, click the Edit Feature Settings link, then select the Allow unspecified ISAPI modules checkbox.

7. If you are using Windows 2008 R2 (64-bit), then do the following:

In the Connections pane, click Application Pools.

In the Application Pools pane, click DefaultAppPool.

In the Actions pane, click Advanced Settings.

Set Enable 32-bit Applications to True.

Click OK.

8. Open a command prompt as Administrator, cd to the uDesigner\bin directory, and run "iis_install" to set up and install the Tomcat connector ISAPI filter.

SSL Certificate

uDesigner works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) Certificate is optional. Refer to the Microsoft SSL Certificate installation instructions for more information.


Backup Recommendations

We recommend that the uDesigner system be incorporated into your company backup procedures.


Chapter 5 Upgrading Primavera uDesigner

This chapter describes how to upgrade to the latest version of Primavera uDesigner.

Primavera uDesigner System Upgrade Steps

The following steps are provided as a reference for upgrading Primavera uDesigner. The procedures follow.

Step 1 — Back up the current File Repository and Database

Step 2 — Export a copy of the Configuration file

Step 3 — Uninstall current version of uDesigner

Step 4 — Install new version of uDesigner

Step 5 — Import the Configuration file and start uDesigner service

Step 6 — Verify uDesigner Installation

Step 7 — Perform Data Migration

1. Back up File Repository and Database

Follow your company’s procedures for creating a backup copy of the File Repository and Database. The file locations were set during configuration of uDesigner and can be found in the uDesigner Configurator.

To view the uDesigner Configurator window


2. Click each tab to review file locations and other settings.

2. Export a Copy of the Configuration File

The next step is to export a copy of the Configuration file, if you have not already done so. This file stores the information contained in the uDesigner Configurator. The Configuration file will be imported back into the uDesigner Configurator upon completion of the application installation. This ensures that the uDesigner system can correctly locate the file system and database previously used. For more information, see Exporting Configuration Data on page 8.

3. Uninstall Current Version of Primavera uDesigner

This section describes how to uninstall the current version of uDesigner. Be sure to uninstall all existing uDesigner components before installing the latest version.


To prepare for the uninstall

1. Stop the uDesigner Service on all machines within the environment (including a cluster environment if it exists). See Starting and Stopping Primavera uDesigner Service on page 8.

2. Ensure all open windows related to the uDesigner application are closed, including any administrative tools such as Windows Services.

To uninstall the uDesigner Application

1. From the Windows Start menu, click Programs > uDesigner [version no.] > Uninstall uDesigner.

2. Click the Uninstall button. This will uninstall uDesigner, remove the uDesigner service and remove the directory.

3. During the uninstall process, you are prompted to remove all files. Click Yes to remove all the files in the uDesigner directory.

4. Navigate to the uDesigner server and verify that the files and the uDesigner directory were successfully removed.

5. If you receive a message that all of the files could not be removed, reboot the server before continuing.

4. Install New Version of Primavera uDesigner

Now you are ready to install the latest version of uDesigner. Depending upon the configuration chosen of your company, this will include the following:

Installing the uDesigner Application (See Chapter 2 Installing the uDesigner Application for details)

Updating Report file (reinstall Reports Server).

5. Import the Configuration File and Start Service

Import the Configuration file that you saved before you began the uninstall process. Upon importing this configuration file, the uDesigner file system and database previously used in the old version will be configured to work with the new application.

To import the configuration file


2. Click the File menu and choose Import.

3. At the prompt, click Yes.

4. Navigate to the configuration file you exported at the beginning of the upgrade process.

5. After importing, click each of the tabs in the Configurator window to validate that the information was imported correctly.

6. Click the File menu and choose Save to save the configuration.


It is recommended that you upgrade all servers in a cluster environment before restarting any service.

To start uDesigner Service

Start uDesigner Service from the Configurator window. See Starting and Stopping Primavera uDesigner Service on page 8.

Change Login Account — By default, the uDesigner service is installed with your local system account. You might need to change the login account of this service to the user account that has access to the uDesigner file repository folder. Otherwise, uDesigner is not able to access the mounted file system. (See Changing Service Login Accounts, page 5, for more information).

6. Verify Primavera uDesigner Installation

Launch uDesigner and ensure that it has been installed and configured properly. You may see the message “Login disabled until End of Migration.” Complete data migration (see below), then launch uDesigner again.

7. Perform Data Migration

In order to take advantage of the new features, you will need to execute the migration script. Follow the data migration steps outlined in the following sections.

To perform data migration

1. On the Application Server, open a browser and type this URL in the Address bar: http://localhost:8080/bp/localhost/registry, the Migration log window opens.

2. Run the migration scripts:

For this release, there are no migration scripts, but you must still run End of Migration.

Select End of Migration, then click Run.

Click Yes to confirm. A window displays notifying you that the migration completed successfully.

3. Close the browser. The run date on the migration log will update after a successful migration.


Appendix A: HotFix Installation

This section describes how to apply a HotFix zip file to the latest version.

To perform a HotFix deployment:

1. Stop the uDesigner Service from Windows Services.

2. Unzip the hotfix file to the drive that has uDesigner installed and answer YES to overwrite all the files. The filename will normally be of the format Hotfix1_Unifier910.zip, Hotfix2_Unifier910.zip.

3. Unzip and apply the files in order.

4. To verify that the Hotfix has been installed properly, navigate to C:\uDesigner\shared\hotfix folder (or the folder where you have installed uDesigner) to see the successful installation of Hotfixes.

5. Start the uDesigner Service from Windows Services.

Note: Refer to Starting and Stopping uDesigner Service section on page 10 for more information on starting uDesigner services.

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