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 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

 

 

 

Software

For installation of RPM 7.0 you need the following Software:

1. • 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

Install Sun JAVA SDK

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

Install Apache Tomcat 5.0.28

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

 

Install IBM DB2 Express C (Win)(8.2)(en)

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

 

 

Install RPM 7.0

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.

 

Install Web application Server

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

Client installation:

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

Client Configuration

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”

 

Client Profile Configuration

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

Check Environment – Post Installation

TomCat Installation: Within explorer open: http://localhost:8080
Test TomCat web application : 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()
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')

 

To Remove the Database and Tomcat context:

Steps to Exclude a DB2 database:

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

Steps to Exclude a Tomcat context :

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

 

Errors situations

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 http://www-1.ibm.com/support/docview.wss?rs=2178&context=SSRR2G&q1=100002&uid=swg21215646&loc=en_US&cs=utf-8&lang=en

 

 

Load Settings – Post Installation

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.

 

 

Setting a fiscal calendar – Post Installation

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.

 

 

Create resource login

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.