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原创 Rational Portfolio Manager V7.0实施文档收藏

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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 application Server...................................................... 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 of RPM 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 tables is 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
DB20000I The 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
 
From browser http://localhost:8080/IBMRPM/
Choose Standalone version
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 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()
 
  
For checking successful RPM 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
DB20000I The 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 copy the 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: 1st 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.
 
 
 

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