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Deltek Insight 2012: Best Practices for Maintaining and Updating Deltek Costpoint 7.0

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Take a look at best practices for maintaining and updating Costpoint 7.0! We'll cover tips for maintaining the Costpoint 7.0 environment as a whole, and, using the Deltek Software Manager tool, walk …

Take a look at best practices for maintaining and updating Costpoint 7.0! We'll cover tips for maintaining the Costpoint 7.0 environment as a whole, and, using the Deltek Software Manager tool, walk through the proven steps for downloading and applying updates to Costpoint 7.0. Advanced Level.

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  • 1. Best Practices for Maintainingand Updating Costpoint 7.0David McClelland, Customer Care Solutions ArchitectGC-294
  • 2. AgendaGeneral InformationMaintenance SupportSustaining SupportDeltek Customer Care PortalDeltek Software ManagerHot Fix Summary ListsKnowledge Base Best PracticesGeneral Best PracticesCheck for Updates Already AppliedHotfix Deployment2 ©2012 Deltek, Inc. All Rights Reserved
  • 3. General InformationThe latest version of Costpoint is Costpoint 7.0  Costpoint 7.0 was released on March 30, 2012  Costpoint 7.0 is the only version of Costpoint in Active supportCostpoint 6.1 SP2 retired from Active support in April 2012  Costpoint 6.1 SP2 will be retired from Maintenance support in October 2013 and will move into Sustaining support3 ©2012 Deltek, Inc. All Rights Reserved
  • 4. Maintenance SupportMaintenance Support includes the following:  Hot fixes for severity 1 issues  New tax, legal and regulatory updatesMaintenance Support does NOT include the following:  Ability to submit enhancement requests  Hot fixes for non-severity 1 issues  Service packs4 ©2012 Deltek, Inc. All Rights Reserved
  • 5. Sustaining SupportSustaining support includes the following:  Support from Deltek Customer Care analysts via phone, or the Deltek Connect website  Access to previously supplied hot fixes, service packs, and regulatory updates  Full access to online content such as knowledge base articles, Deltek Connect Customer Forums, and product downloadsSustaining support does NOT include the following:  Software enhancements via new releases  New bug fixes supplied via hot fixes or periodic service packs  New tax, legal, or regulatory updates5 ©2012 Deltek, Inc. All Rights Reserved
  • 6. Deltek Customer Care PortalThe Deltek Customer Care portal (e-support) is yourone-stop shop for Costpoint updates…  Includes Knowledge Base with individual download pages most commonly organized by Costpoint function  Knowledge Base also includes Hot Fix Summary Lists that provide a centralized list of all hot fix releases for a given Costpoint version  Features a Product Downloads section where you can download service packs and other major releases6 ©2012 Deltek, Inc. All Rights Reserved
  • 7. Deltek Software ManagerDeltek Software Manager (DSM) went live on November 18, 2010Benefits of the DSM tool include:  Single place to download major releases, service packs and hotfixes  Simplified process of downloading latest software release to get “current” (including all released hotfixes)  Simplified process of downloading all files related to a release (i.e. all software, documentation, third-party products) service packs and hotfixes  Simplified process of identifying what hotfixes need to be applied (i.e. dependencies) and downloading all of those dependencies  Provides a better user experience when downloading products (i.e. ability to download multiple files, resume downloads if disconnected, etc.)  Enhanced notifications so that customers can be notified via e-mail or RSS feed when new releases have been made available7 ©2012 Deltek, Inc. All Rights Reserved
  • 8. DSM ArchitectureClient architecture/requirements:  DSM can be run from any desktop, it does not have to be run on the Deltek application server  Compatible with Microsoft Windows XP or later  Requires Microsoft .NET Framework 3.5 (SP1)8 ©2012 Deltek, Inc. All Rights Reserved
  • 9. DSM TerminologyProducts - All Deltek products (Costpoint, Vision, etc). Customerswill only see the products they ownVersions - Deltek product versions (Costpoint 6.1 SP2, 7.0)Releases - Any Deltek software for customers is a release andcould have associated knowledge base article, important notes,documentation links, training links, other links. Customers will onlysee the releases to which they have accessRelease States - Public, Private and TestRelease Types - Complete, Hotfix, Sub-Release (CP Web software)Release Phases - Beta, Limited Availability, General AvailabilityDependencies - Some hotfixes are dependant on other hotfixes9 ©2012 Deltek, Inc. All Rights Reserved
  • 10. DSM AccessHow do you launch DSM?  Links in Deltek Customer Care Connect (Product Downloads Tab, KB Articles, etc.)  Direct URL: https://dsm.deltek.com  Start menu/desktop shortcuts (can be added through DSM Settings)Logon  Same username/password as Deltek Customer Care Connect site.  Pass-through logon if launched from within Deltek Customer Care ConnectProfile – Customer (ClientID, Account Manager, etc.) , Contact(E-Mail), Products Owned, Maintenance Status, AR StatusAll downloads are logged at Deltek and in DSM.  SOX Compliance, Better reporting, metrics, notification of issues if they come up, etc.10 ©2012 Deltek, Inc. All Rights Reserved
  • 11. DSM (cont.)Home  My Deltek Software  My Company Downloads  Deltek Releases (Most Current at Top)11 ©2012 Deltek, Inc. All Rights Reserved
  • 12. DSM (cont.)My Deltek Software  Default View:  Shows latest complete releases  Shows what your organization has not already downloaded (default)  Grouped by Product then Version then type  Ability to show/hide Previous Versions (under View menu)  Ability to Search/Filter (Product, Version, Release Name, Description, FileName, Module/Sub-Module)  Ability to hide releases  Ability to Export to Excel/PDF 12 ©2012 Deltek, Inc. All Rights Reserved
  • 13. DSM (cont.)Download Details:  Description: Function name and title.  Status: Will show “Available” or who/when it was last downloaded by.  Date Posted  File Name and Size  Link to KB article and preview of contents related to this download.  Important Notes: Could be information added after initial release.  Documentation: List of any documents related to this download.  Training: List of any training materials related to this download.  Other LinksWhen a complete release is selected, If the release hashotfixes posted, they will be automatically selected as well13 ©2012 Deltek, Inc. All Rights Reserved
  • 14. DSM (cont.)Sub-Releases  If there are sub-releases associated with a complete release, a dialog will appear showing the ones you have rights to download and automatically select them to be downloaded.14 ©2012 Deltek, Inc. All Rights Reserved
  • 15. DSM (cont.)Dependencies  When a hotfix selected, DSM will check for hotfixes that depend on the hotfix selected and automatically check those off to download.  Supports Recursive Dependencies - HotFix dependencies are “recursive” meaning:  IF hotfix # 3 depends on hotfix # 1…  AND hotfix # 2 and # 9 depend on hotfix # 3…  THEN hotifx # 9 depends on hotfixes 1, 2 and 3.  All hotfix dependencies must be downloaded.Downloads  US/International Download Site – Tax purposes, Determined by customer record (Seen in Help  About)  Ability to select multiple files to download  Ability to restart interrupted downloads  Prompt to open location where files were downloaded to15 ©2012 Deltek, Inc. All Rights Reserved
  • 16. DSM (cont.)Settings…  Save Downloads To – Create a corporate Deltek software directory.  Select Products to Display  Subscribe to get e-mail notifications when a Deltek product version release is posted.  Subscribe to Deltek product version RSS feeds  Enable/Disable Logging  Configure FTP/HTTP Proxy  Create Desktop Shortcut  Create Start Menu Shortcut  Select Download Protocol (FTP/HTTP)16 ©2012 Deltek, Inc. All Rights Reserved
  • 17. DSM (cont.)Feedback – Submit via Help  Feedback. Also automaticallyis shown every 25 times the DSM tool is run (also after the 5thtime the tool is launched)Configuration File – Stores download location, productsowned, products selected to show updates and hiddenreleases. (Open from Help  About, Show Configuration/Log)Log File – Captures logons, web service requests (anderrors), downloads, configuration changes. (Open from Help About, Show Configuration/Log)17 ©2012 Deltek, Inc. All Rights Reserved
  • 18. DSM (cont.)Log Tab…  Sorting (Single Column and Multi-Column)  Filtering (Column Level by Type, Product, Release Name, File, Downloaded By)  Grouping (Outlook Style)  Export to Microsoft Excel18 ©2012 Deltek, Inc. All Rights Reserved
  • 19. The Future of DSM…Evaluate what hotfixes are already installed and hide those inDSMExpose web services to customers to enable customconfiguration managementAbility to install hotfixes when downloadedSystem Tray Icon to poll for new releases and download themautomatically (think Windows update)Ability to upload your database securelyYour ideas!19 ©2012 Deltek, Inc. All Rights Reserved
  • 20. DSM ResourcesWatch DSM tutorial from within DSM toolReview DSM FAQ (KB # 50460)Launch DSM from https://dsm.deltek.com and logonSupport/Questions? E-MailDeltekSoftwareManager@deltek.comProvide Feedback/Ideas via Send Feedback mechanism inDSM20 ©2012 Deltek, Inc. All Rights Reserved
  • 21. Hot Fix Summary ListsHot Fix Summary lists break down all the newly released versions offunctions by the functional domainOnly the latest version of each function is listedThe list is in a table format and provides the following information:  Hot Fix Updated: The date the Hot Fix was either created or last updated. The most recent hot fixes will be at the top of the list  Deploy Link: A link to the download page with details for the hot fix  Module: The function group beneath the Domain level (People/Payroll)  Function Name: Function program name  Function: Function screen titleYou can subscribe to each domain listing page to be notified when thepage is updated (meaning that a new Hot fix has been released)21 ©2012 Deltek, Inc. All Rights Reserved
  • 22. Hot Fix Summary Lists (cont.)The Hot Fix Summary List index page for Costpoint 7.0 isKnowledge Base article # 68186The index page contains a table with links to each of thefunctional domain pagesAdvantage of breaking down by functional domain is that notall customers use all functional domainsDo not subscribe to this main index page; open each of thefunctional domain pages and subscribe22 ©2012 Deltek, Inc. All Rights Reserved
  • 23. Hot Fix Summary Lists (cont.)Costpoint 7.0 Hot Fix Summary list index page: 23 ©2012 Deltek, Inc. All Rights Reserved
  • 24. Hot Fix Summary Lists (cont.)Example of a Hot Fix Summary list domain page:24 ©2012 Deltek, Inc. All Rights Reserved
  • 25. Knowledge Base Best PracticesTo search for a specific function update in Knowledge Base:  Select Costpoint in Refine by Product  Select Service Pack/Hot Fix and a Costpoint version (example: 7.0) in Refine by Category/Version  Select Exact Search in Search Type  Enter the Function Name (example: APRCK) in the Search by Keyword field  Click Search buttonExample:25 ©2012 Deltek, Inc. All Rights Reserved
  • 26. Knowledge Base Best Practices (cont.)To search for all updates in a specific Costpoint domain:  Select Costpoint in Refine by Product  Select Service Pack/Hot Fix and a Costpoint version (example: 6.1 (SP2)) in Refine by Category/Version  Select Exact Search in Search Type  Enter Hot Fix Summary in the Search by Keyword field  Click the magnifying glass to searchThis will bring back all the individual Hot Fix Summary ListpagesExample:26 ©2012 Deltek, Inc. All Rights Reserved
  • 27. Knowledge Base Best Practices (cont.)To search for all updates for a version of Costpoint:  Select Costpoint in Refine by Product  Select Service Pack/Hot Fix and a Costpoint version (example: 6.1 (SP2)) in Refine by Category/Version  Click the magnifying glass to searchTo sort results by date, click the Date Updated column twice tosort from newest to oldest  You can keep track of the date you last checked so you know what’s newExample:27 ©2012 Deltek, Inc. All Rights Reserved
  • 28. General Best PracticesStay up to date on the major release versionsConfigure email notifications/subscribe to RSS feed in DSM forproduct release notificationsSetup and maintain a test environment where you can apply andtest updates and upgrades  Make sure you have test copies of your Costpoint 7.0 transaction, admin and system databases  Create another set of Weblogic and Actuate servers so you can test updates/upgrades to Costpoint Web without touching the production environmentIdentify critical functions and create test plans for each functionEstablish a scheduled maintenance windowCopy hotfixlog.log to another directoryTake backups before applying updates28 ©2012 Deltek, Inc. All Rights Reserved
  • 29. Check for Updates Already AppliedCostpoint 7.0 uses an application Hot Fix File numberingscheme to designate different versions of a given function  Ex. CP70_APRCK_001, CP70_APRCK_002, etc…To check the application Hot Fix File version number for aspecific function…  Login to Costpoint and open the screen for that function, then go to Help > About CostpointIn the Open Applications table, check the Hot Fix File value forthe application  If there is no value, it means no hot fix updates have been appliedWhile you’re in this screen, make note of the System Hot FixFile version as well29 ©2012 Deltek, Inc. All Rights Reserved
  • 30. Check for Updates Already Applied (cont.)Example of About Costpoint window in Costpoint 7.0:30 ©2012 Deltek, Inc. All Rights Reserved
  • 31. Check for Updates Already Applied (cont.)As part of application updates, there are Transactional,Administrative and Metadata patches that are releasedYou can view the patches that have been applied in the AboutCostpoint window as wellExample:31 ©2012 Deltek, Inc. All Rights Reserved
  • 32. Check for Updates Already Applied (cont.)SQL query to get a list of the patches applied to the transactional (DELTEK) schema: SELECT * FROM DELTEK.DB_TABLE_VERS ORDER BY TABLE_NAME;SQL queries to get a complete list of the system and application jar files that have beenapplied to Costpoint 7.0: SELECT * FROM CPSYSTEM.DB_META_VERS; SELECT * FROM CPSYSTEM.DB_META_APP_VERS ORDER BY APP_NAME;SQL query to get a list of the admin patches that have been applied: SELECT * FROM CPADMIN.DB_TABLE_VERS ORDER BY TABLE_NAME;SQL query to get a list of all the system (meta) patches that have been applied: SELECT * FROM CPSYSTEM.DB_TABLE_VERS ORDER BY TABLE_NAME;32 ©2012 Deltek, Inc. All Rights Reserved
  • 33. Hotfix Deployment - OverviewIn Costpoint 7.0, hotfixes are packaged in .zip files andapplied using the Deploy Hotfix function in DBWizard  This will automatically copy the application files where they need to go and apply any necessary patches and stored procedures to your database  Can apply multiple updates at the same time  No need to check for pre-requisite updates and apply them individually, all pre-requisites are bundled into each update  Will not attempt to re-apply updates that have already been applied (unless configured to do so)33 ©2012 Deltek, Inc. All Rights Reserved
  • 34. Hotfix Deployment - StepsHotfix deployment steps… 1. Download the hotfixes through DSM 2. Copy hotfixes to application server 3. Stop Weblogic 4. Restart Actuate 5. Deploy Hotfixes 6. Start Weblogic34 ©2012 Deltek, Inc. All Rights Reserved
  • 35. Downloading HotfixesTo download hot fixes to your Costpoint 7.0 system:1. From Internet Explorer, go to https://dsm.deltek.com.2. Click Run Deltek Software Manager.3. Log in using your Deltek Customer Care Connect credentials.4. In the left pane of DSM, expand Costpoint » Costpoint 7.0 (GA) » HotFix.5. Select the checkbox next to Release to select all hot fixes for that release.6. Click Download at the bottom of the screen.7. If the “Overwrite All Files” message displays, click Yes.8. The Download Progress screen displays and the hot fixes are downloaded to your default download.9. After the download is complete, the "All Downloads Completed Successfully" message displays.10. Select whether you want to open the download folder or not. The Download Progress screen displays.11. Click Close.35 ©2012 Deltek, Inc. All Rights Reserved
  • 36. Deploying HotfixesTo deploy hotfixes to your Costpoint 7.0 system:1. Click Windows Start » All Programs » Costpoint 7.0 » Start Costpoint 7.0 DBWizard.2. When the Costpoint DB Wizard screen displays, select Deploy Hotfix, and click Next.3. Click Next. The Execution Settings screen displays.4. Perform the following actions:  Mode — Select Multiple to apply more than one hot fix at a time, or select Single to apply an individual hot fix.  Hotfix File — If you selected Single mode, enter or browse to the hot fix in C:DeltekCostpoint70cpupdates.  Hotfix Folder — If you selected Multiple mode, enter or browse to C:DeltekCostpoint70cpupdates.  Silent Mode — If you selected Multiple mode, select this check box.  Do Not Reapply Fixes — If Multiple mode, select this option.5. Click Next. The Select Modules screen displays.6. Select All.7. Click Next. The Summary screen displays.8. Click Run to begin applying the hot fixes.9. Click Exit.36 ©2012 Deltek, Inc. All Rights Reserved
  • 37. Questions & Answers