Rational Portfolio Manager V7.0实施文档
Rational Portfolio Manager 7.0
Installation Support Material
Step-by-step Guide
CONTEÚDO
1.
Software............................................................................................................ 1
2.
Install Sun JAVA SDK................................................................................... 1
3.
Install Apache Tomcat 5.0.28.................................................................. 1
4.
Install IBM DB2 Express C (Win)(8.2)(en)............................................ 2
5.
Install RPM 7.0................................................................................................. 2
6.
Install Web applicationServer...................................................... 4
7.
Client installation:.................................................................................... 4
8.
Client Configuration................................................................................. 5
9.
Client Profile Configuration............................................................... 5
10.
Check Environment – Post Installation....................................... 7
TomCat Installation:
.................................................................................................................................................... 7
Test TomCat web application :
.................................................................................................................................. 7
Check DB2 binding process:
...................................................................................................................................... 7
For checking successful RPM installation:
.............................................................................................................. 7
11.
To Remove the Database and Tomcat context:........................ 8
Steps to Exclude a DB2 database:................................................................................................................................. 8
Steps to Exclude a Tomcat context :............................................................................................................................. 8
12.
Errors situations........................................................................................ 8
13.
Load Settings – Post Installation..................................................... 9
14.
Setting a fiscal calendar – Post Installation...................... 10
15.
Create resource login.......................................................................... 11
For installation ofRPM 7.0 you need the following Software:
- Sun JAVA SDK (Win)(1.5.0_06)(en) - jdk-1_5_0_06-windows-i586-p.exe
- Apache Tomcat 5.0.28 - jakarta-tomcat-5.0.28.exe
- IBM DB2 Express C (Win)(8.2)(en)
- RPM 7.0
|
Double click on jdk-1_5_0_06-windows-i586-p.exe
|
|
|
Next
|
|
|
Accept License Agreement – yes
|
|
|
Browse to: Path: C:/PROGRAM FILES/ Java/jdk1.5.0_06
|
|
|
Next,Next,Next,Next
|
|
|
Finish
|
|
Double click on jakarta-tomcat-5.0.28.exe
|
|
|
Next
|
|
|
I agree
|
|
|
Choose components: Select “Full” dropdown
|
|
|
Next
|
|
|
Choose Install Location: Browse: C:/Program Files/Apache Software Foundation/Tomcat_5.0
|
|
|
Next
|
|
|
Configuration
Port: 8080
User Name: admin
Password: <blank>
|
|
|
Next
|
|
|
Java Virtual path Selection: C:/PROGRAM FILES/Java/jdk1.5.0_06/jre |
|
|
Install
|
|
|
Finish
|
|
|
How to test:
Go to services: Start Apache tomcat service,
Within explorer open: http://localhost:8080
|
|
Start setup.exe
|
|
|
Within IBM DB2 Setup Launchpad select: Install product
|
|
|
Next
|
|
|
Next
|
|
|
License Agreement: I accept the terms, Next
Select the installation type: Typical
Next
|
|
|
Select installation folder:
C:/PROGRAM FILES/IBM/SQLLIB/
Next
|
|
|
Set User information for the DB2 Admin Server:
Domain:(leave blank)
User Name: db2admin
Password: rational
Confirm: rational
|
|
|
Select Use the same user name and password
Next
|
|
|
Configure DB2 instances: Next
* please review settings here e.g. port number 50000
|
|
|
Start copying files : Install
|
|
|
Next
|
|
|
Finish
|
|
|
Within IBM DB2 First Steps Launchpad:
Create sample database
Check DB2 UDB Sample
OK
Exit first steps
|
|
Copy IBMRPM.dll file from your RPM directory “…/Database/DB2/csp”to 2 folders:
C:/PROGRAM FILES/IBM/SQLLIB/FUNCTION/unfenced
C:/PROGRAM FILES/IBM/SQLLIB/FUNCTION
|
|
|
Open file from RPM: “…/Database/DB2/ddl/tb_spaces.sql
Check drive and do the following changes from:
'd:/data1/pmoffice/tempspace32k',
'd:/data2/pmoffice/tempspace32k',
'd:/data3/pmoffice/tempspace32k',
'd:/data4/pmoffice/tempspace32k')
replace with
'C:/<RPM DB PATH>/data1/pmoffice/tempspace32k',
'C:/<RPM DB PATH>/data2/pmoffice/tempspace32k',
'C:/<RPM DB PATH>/data3/pmoffice/tempspace32k',
'C:/<RPM DB PATH>/data4/pmoffice/tempspace32k')
|
|
|
Start: -> Programs -> IBM DB2 -> Command Line Tools -> Command Window
|
|
|
Create RPM database:
In command window go to RPM directory: “…/Database/DB2/ddl”
Enter:
Install70 IBMRPM db2admin rational db2admin rational DB2ADMIN DB2ADMIN
Install 70 Parameters:
Database Name to Install: IBMRPM (should be capital letters)
DB2 User: db2admin Password: rational Connection username (username you will connect to RPM): db2admin Password: rational Schema – which we will be created (username of the instance owner): DB2ADMIN Alias for tablesis optional: DB2ADMIN
Press Enter -> Check if create DB was successful
Press any key to continue in command window
|
|
|
In command window press any key to continue again
|
|
|
Would you like to import RUP Template:
Y
Enter
|
|
|
for checking successful installation: open:
C:/Data/Unzip/Database/DB2/ddl/ triggers.out INSERT INTO PROJECT_STATE_TRG VALUES(n.PROJECT_ID, 4, n.TYPE_ID, n.ELEMENT_ID, n.STAGE_ID, '0', n.REC_USER, NULL) ; END
DB20000IThe SQL command completed successfully.
|
|
Create folder IBMRPM in : c:/Program Files/Apache Software Foundation/Tomcat_5.0/server/webapps |
|
|
In RPM installation package look for:
“…/WebServer/IBMRPM.ear”
copy file to c:/Program Files/Apache Software Foundation/Tomcat_5.0/server/webapps
/IBMRPM
|
|
|
Copy jar.exe
From c:/Program Files/java/jdk1.5.0_06 /bin/jar.exe
To c:/Program Files/Apache Software Foundation/Tomcat_5.0/server/webapps/IBMRPM
Execute the command:
Jar -xvf IBMRPM.ear
it will create IBMRPM.war
|
|
|
Stop Tomcat service
|
|
|
Execute the command:
Jar -xvf IBMRPM.war
|
|
|
Start service again
|
|
|
login to tomcat admin with explorer
http://localhost:8080/admin/
User Admin
Password: Blank
|
|
|
Create new context
“You will have to manually create it. The reason is that in Tomcat there is a value somewhere that create a context when using webapps.The reason we asked to use the Server folder is because we want to regain control of the files we extract so we know based on past experience what is happening as we progress. If you use just the webapp, we dont have an idea on our end what is happening.”
Document Base:
“C:/Program Files/Apache Software Foundation/Tomcat 5.0/server/webapps/IBMRPM”
Path:
/IBMRPM
|
|
|
Save
|
|
|
Logout
|
|
Or
Run the file:
C:/Program Files/Apache Software Foundation/Tomcat 5.0/webapps/IBMRPM/client_installer/InstallIBMRPMStdln.exe
|
|
|
I accept
|
|
|
Default paht
|
|
|
Next
|
|
|
Next
|
|
|
Finish
|
|
Open file with wordpad: “C:/Program Files/Apache Software Foundation/Apache/Tomcat_5.0/server/webapps/IBMRPM/WEB-INF/classes/conf” ConnectionManager.ini change: DSN1 = DATASOURCE to DSN1 = IBMRPM |
|
|
Open file: “C:/Program Files/Apache Software Foundation/Tomcat_5.0/server/webapps/IBMRPM/WEB-INF/classes/conf” ConnectionPool.ini with wordpad
DataSourceName=IBMRPM
User=db2admin
Password=rational
Change: JDBCConnectionURL=jdbc:db2://IP_DB_SERVER:DB_PORT/DBNAME To: JDBCConnectionURL=jdbc:db2://localhost:50000/IBMRPM |
|
|
Copy files from:
“C:/Program Files/IBM/SQLLIB/java”
db2jcc.jar
db2jcc_license_cu.jar
(DB express 2 files – db enterprise 3 files) db2jcc_license_cisuz.jar
To : “C:/Program Files/Apache Software Foundation/Tomcat_5.0/server/webapps/IBMRPM/WEB-INF/lib”
|
|
Restart DB service and Tomcat
|
|
|
Double click on client to open
|
|
|
Click configuration button
|
|
|
Profile name: ssergi
Server name: localhost:8080/IBMRPM
|
|
|
Connection Type: http
|
|
|
Application Name: IBMRPM
|
|
|
Login: administrator
Password: ibmrpm * change password to ibm
|
|
Within explorer open:
http://localhost:8080
|
|
|
Check in browser http://localhost:8080/IBMRPM/PMOServlet.wss |
|
|
Check DB2 binding process:
(use DB2 Command Line):
Start DB2:
db2start
Connect to RPM database:
Db2 connect to IBMRPM
Db2 connect to IBMRPM user db2admin using rational
Call a Stored Procedure:
db2 call sp_get_version() |
|
|
INSERT INTO PROJECT_STATE_TRG VALUES(n.PROJECT_ID, 4, n.TYPE_ID, n.ELEMENT_ID, n.STAGE_ID, '0', n.REC_USER, NULL) ; END
DB20000IThe SQL command completed successfully.
|
|
|
Start DB2:
db2start
Connect to RPM database:
Db2 connect to ibmrpm
Db2 connect to ibmrpm user db2admin using rational
Unlocking rpm users, execute the following statement in DB2 console
:
Db2 call sp_reserved(‘resource_id’)
For unlocking the administrator account, execute
Db2 call sp_reserved('PMO_SUPERVISOR')
|
|
Open db2 command line editor:
db2 drop db <db_name>
db2 uncatalog db <db_name>
|
* In case of any problem you can run the catalog command and then the drop command again
|
|
Navigate to the directory:
C:/Program Files/Apache Software Foundation/Tomcat 5.0/conf/Catalina/localhost
Delete the <context-name>.xml file
C:/Program Files/Apache Software Foundation/Tomcat 5.0/work/Catalina/localhost
Delete the <context-name> file
|
|
|
Delete the webapp directory
C:/Program Files/Apache Software Foundation/Tomcat 5.0/server/webapps/IBMRPM
|
|
|
Logout
|
|
Email Server
If you want to enable your mail server, you need to copythe ConnectionPool.ini file in the
.../WEB-INF/classes
. In other words, the file need to be in in BOTH
.../WEB-INF/classes
AND
.../WEB-INF/classes/conf
|
|
Error 100002
Check your connectionpool.ini
Check if you can login into database
Open the DB2 command line (
Start/RUN/db2cmd
)
Db2start
Db2stop
Db2 connect to <IBMRPM> user <username> usign <passwd>
|
|
Check Application StdOut.log
C:/Program Files/Apache Software Foundation/Tomcat 5.0/logs
|
|
Check RPMVersion.xml
C:/Program Files/Apache Software Foundation/Tomcat 5.0/server/webapps/IBMRPM/WEB-INF/classes/conf
<?xml version="1.0" encoding="UTF-8"?>
<RPMMiddleware>
<Version>7.0.0.0</Version> -> check if is not X.X.X.X – Change to 7.0.0.0
<Build>Y.Y.Y.Y</Build>
</RPMMiddleware>
|
|
Check Common Erros FAQ
|
|
Upload Layout Settings:
Select Application Administration from the navigation bars. Click the Security tab.
Click the Default Security/Settings sub-tab.
There are five groups added by default:
v Portfolio Manager
v PM Console
v Time and Expense
v Workflow Designer
v Workflow Designer with Administration
Select one of the groups.
In the lower right frame, drag and drop the Layout Settings icon.
Click the Ellipsis icon and browse for the
IBMRPM.pmoLayouts file located under %PACKAGE_ROOT%/Post-Install directory.
Click Open to open the file.
Click OK to upload the layout settings to the server
|
|
|
Upload Pivot Settings:
In the lower right frame drag and drop a Pivot Settings icon.
Click the Ellipsis icon and browse for
the IBMRPM.pmoPivots file located under %PACKAGE_ROOT%/Post-Install directory.
Click Open to open the file.
Click OK to upload the pivot settings to the serve
|
|
|
Upload Report Settings:
In the lower right frame drag and drop a Report Settings icon.
This will display the Reports Settings Check-in dialog.
Click the Ellipsis icon and browse for the
IBMRPM.pmoReports file located under %PACKAGE_ROOT%/Post-Install directory.
Click Open to open the file.
Click OK to upload the report settings to the server.
|
|
Set up a Normal fiscal calendar:
From the Fiscal year starts on, select a month from the list.
Select a year from the Fiscal Start Year and Fiscal Finish Year.
From Fiscal Mode, select the appropriate option.
Select Normal from the Fiscal Calendar Type.
* Once a fiscal calendar has been defined and projects exist in the repository, the fiscal calendar CANNOT be modified. Additional years may be calculated and added
* Options 4/4/5 , 5/4/4 or 4/5/4 – for trimestre (example: 1
st month 4 weeks, 2o. month 4 weeks, and so on)
|
|
|
Create a base Calendar:
Select Application Administration from the navigation bars.
Select the Calendars tab.
Drag and drop a Calendar icon onto the left frame.
Type in a name for your calendar.
* Rational Portfolio Manager contains one base calendar when the system is initialized. This calendar is called Default Calendar. This calendar should never be modified as it forms the foundation for all subsequently created calendars.
|
|
|
Set up default currency:
Select Application Administration from the navigation bars.
Select the General tab.
In the System Defaults section, click the down
* The system default currency CANNOT be modified.
|
|
There are five different default security groups which you can create resources from. These groups are:
v Portfolio Manager
v PM Console
v Time and Expense
v Workflow Designer
v Workflow Designer with Administration
To create a resource using any of these roles:
1. Select Resource Management from the navigation bars.
2. Drag and drop a Pool icon onto the work area.
3. Type in a name for your pool.
4. Drag and drop a Resource icon under your pool.
5. Type in a name for your resource. (this name will be used as the username)
6. Double click the resource or select the resource and click the Description icon.
7. Check out the description view.
8. From the Identification portlet click once in the Security Role field and click the ellipsis icon to generate the User Group Selection dialog.
9. Select any of the predefined user groups (Portfolio Manager, PM Console, Time and Expense, Workflow Designer, or Workflow Designer with Administration) from the list for this resource.
10. Click OK.
11. Click once in the Calendar field and click the Ellipsis icon to generate the Calendar Selection dialog.
12. Select a calendar from the list and click OK.
* This step is required. If a calendar is not assigned to a resource, he/she will not be active and cannot logon to the system, even though his/her state is set to active in the Active field.
* It is also possible assign a security role at the pool level. In this case, all resources under that pool will inherit that security role.
|
|
|
Test resource login:
Click Sign in.
You will be prompted to change the password when you first login.
When prompted to install the settings from the server, click Yes.
* Depending on the type of resource you have created, you may not be prompted to install all settings. For example, a resource with Time and Expense security role will only be prompted to install the Layout Settings.
|