Deltek Insight 2012: Deltek Costpoint 7.0 Installations and Upgrades

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This session covers installing Costpoint 7.0 and upgrading to Costpoint 7.0 from Costpoint 6.1 SP2. The presentation will include an overview of the new technologies and a step-by-step breakdown of the installation and upgrade process. Intermediate Level.

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  • Run /prevalidation checks in advance of upgrade to catch possible failed postings and allow time for those to be resolved. Perform at least one test upgrade and preferably two, with the second being a final dress rehearsal for the production upgrade to get the timing down. Purge as much report table data as possible for performance. Install to new server to avoid overwriting existing CP 6.1 environment in the event that you need to back out.
  • Run /prevalidation checks in advance of upgrade to catch possible failed postings and allow time for those to be resolved. Perform at least one test upgrade and preferably two, with the second being a final dress rehearsal for the production upgrade to get the timing down. Purge as much report table data as possible for performance. Install to new server to avoid overwriting existing CP 6.1 environment in the event that you need to back out.
  • If running in full recovery mode, switch to simple to reduce logging overhead.
  • Cannot be “localhost” or loopback IP 127.0.0.1
  • Cannot be “localhost” or loopback IP 127.0.0.1
  • If an error occurs during the upgrade process it will stop and the log will be displayed, this is only to confirm there were no errors that were missed. If you have already applied the partitioning patch for Costpoint 6.1 SP2, there is no need to run the partitioning script.
  • Install instructions tell you if you are upgrading from 6.1 SP2 web or 7.0 LA to point it to the existing directory, but we do not recommend that.
  • Install instructions tell you if you are upgrading from 6.1 SP2 web or 7.0 LA to point it to the existing directory, but we do not recommend that.
  • Report tier install user = user that will be logged on when the report tier installation is runActuate windows service account = login that will be used in actuate windows servicesCostpointToolsGroup is granted sharing and full permissions to costpoint and weblogic install directories. Costpoint windows service account = login that will be used in costpoint windows serviceCostpoint tools user = user that will logon to the app server to run dbwizard, config utility, etc.
  • Report tier install user = user that will be logged on when the report tier installation is runActuate windows service account = login that will be used in actuate windows servicesCostpointToolsGroup is granted sharing and full permissions to costpoint and weblogicinstall directories. Costpoint windows service account = login that will be used in costpoint windows serviceCostpoint tools user = user that will logon to the app server to run dbwizard, config utility, etc.
  • Report tier install user = user that will be logged on when the report tier installation is runActuate windows service account = login that will be used in actuate windows servicesCostpointToolsGroup is granted sharing and full permissions to costpoint and weblogicinstall directories. Costpoint windows service account = login that will be used in costpoint windows serviceCostpoint tools user = user that will logon to the app server to run dbwizard, config utility, etc.
  • Report tier install user = user that will be logged on when the report tier installation is runActuate windows service account = login that will be used in actuate windows servicesCostpointToolsGroup is granted sharing and full permissions to costpoint and weblogicinstall directories. Costpoint windows service account = login that will be used in costpoint windows serviceCostpoint tools user = user that will logon to the app server to run dbwizard, config utility, etc.
  • If the application server hostname contains an underscore, Weblogic won’t start. Report tier server name can contain underscores and numbers. If the DB server does not have internet access it cannot download the latest upgrade files and this may result in extra patch errors.
  • If the application server hostname contains an underscore, Weblogic won’t start. Report tier server name can contain underscores and numbers. If the DB server does not have internet access it cannot download the latest upgrade files and this may result in extra patch errors.
  • Deltek Insight 2012: Deltek Costpoint 7.0 Installations and Upgrades

    1. 1. Costpoint 7.0Installations and UpgradesDavid McClelland, Customer Care Solutions Architect,DeltekGC-293
    2. 2. AgendaCostpoint 7.0 Overview Application Tier InstallationInstallation/Upgrade Overview Report Tier Installation  System Requirements  Installation Tips  Upgrade Prerequisites Collation Conversion  Upgrade Pre-Installation  Collation Conversion Tips  Pre-Upgrade Tips Questions & AnswersDatabase Tier Installation  Troubleshooting
    3. 3. Costpoint 7.0 OverviewCostpoint 7.0 was released on March 30, 2012It is a totally web-based application  There is no client/server componentThere are four tiers…  Application Tier (Weblogic)  Report Tier (Actuate)  Database Tier (Oracle/Microsoft SQL Server).  Web Tier (Microsoft Internet Information Server)
    4. 4. Installation/Upgrade OverviewEnsure that system meets prerequisitesInstall Database tier softwareInstall Application tier softwareInstall Report tier softwareInstall Web tier software (optional)Run collation conversion tool (MSSQL only)
    5. 5. System RequirementsDatabase Tier…  MSSQL 2008 R2 x64  MSSQL 2008 x64  Oracle 11g R2 x64 (11.2.0.1 or higher)  Oracle 10g R2 x64 (10.2.0.5 or higher)Application Tier…  Windows Server 2008 R2  Windows Server 2008 x64
    6. 6. System Requirements (cont.)Report Tier… Windows Server 2008 R2 Windows Server 2008 x64Browser Client… Windows 7 Windows XP Professional SP3 Windows Vista SP2 Internet Explorer 9.0 Internet Explorer 8.0
    7. 7. System Requirements (cont.)Web Tier… (optional)  Windows Server 2008 R2  Windows Server 2008 x64  Microsoft Internet Information Server 7.0
    8. 8. Upgrade PrerequisitesYou can only upgrade to Costpoint 7.0 GA from:  Costpoint 6.1 SP2  Costpoint 7.0 LAYou do not have to have Costpoint 6.1 SP2 Web beforeupgrading
    9. 9. Upgrade Pre-InstallationIf you are upgrading, you must complete the followingsteps: Referential Integrity (Child/Parent) check. Link-View (6.1 SP2 Web upgrades). Transaction validation check (failed postings, etc). Admin validation check (6.1 SP2 Web upgrades). Execute outstanding processes (Process Server). Backup databases.
    10. 10. General Pre-Upgrade TipsContact Account Manager about custom work well in advanceof upgrade  Most custom work must be upgraded to be compatible with each new release.  Deltek upgrades most custom work on a request-only basis.  Some custom work may take 60 to 90 days from date of request to be upgraded.Review upgrade instructions and other documentation  Download Costpoint 7.0 documents from the Product Downloads section of the Customer Care portal  Contact Support ahead of time with any questions or concerns.Consider a Deltek services engagement  In many cases, billable consulting is the most cost-effective way to upgrade
    11. 11. Costpoint Pre-Upgrade TipsCheck Clear User(s) screen in Costpoint for ghost users  If ghost user shows a locked application, check to see whether the user has a failed or incomplete processRun Purge Report Table Data Utility in Costpoint  There is no permanent data loss; report tables can be rebuilt  Can significantly improve performance of upgrade scriptsRun Clean Up Dynamic Tables Utility in Costpoint  Select Truncate All Permanent Z Tables option  Can significantly improve performance of upgrade scripts  Alerts you to the presence of a failed or incomplete process11
    12. 12. General Pre-Upgrade Tips cont…Perform at least one test upgrade, with one final “clean” testattempt…  Keep a log of all the issues you encounter and the solutions provided  Note time taken to completePerform the /prevalidation check in advance of the upgrade…  Will give you time to perform any cleanup required without cutting into time you set aside to upgrade
    13. 13. Oracle Pre-Upgrade TipsTurn archive logging off…  To reduce overhead.Disable logging on large tables…  To reduce overheadPerform a database re-org…  To defragment databaseCompute statistics…  To make sure they are as accurate as possible (for performance)Set PASSWORD_LIFE_TIME UNLIMITED for default profilewhen upgrading to 11g…  In Oracle 11g, all users passwords are set to expire in 180 days by default
    14. 14. MSSQL Pre-Upgrade TipsSwitch to simple recovery mode…  To reduce logging overheadShrink database…  To reset logs and conserve space
    15. 15. Oracle Database Tier InstallationEnable Oracle JVM.Upgrade 6.1 SP2/7.0 LA or create new transaction database(DELTEKCP).Upgrade 6.1 SP2/7.0 LA or create new meta schema(CPSYSTEM).Upgrade 6.1 SP2/7.0 LA or create new admin schema(CPADMIN).  All schemas must all be part of one RAC database in Oracle RAC environment.
    16. 16. MSSQL Database Tier InstallationUpgrade 6.1 SP2/7.0 LA or create new transaction database(DELTEKCP)Upgrade 6.1 SP2/7.0 LA or create new meta schema(CPSYSTEM)Upgrade 6.1 SP2/7.0 LA or create new admin schema(CPADMIN)Enable databases to support JDBC distributed transactionsEnable databases to support XA transactions
    17. 17. Database Tier Installation cont…Run DeltekCostpoint70DatabaseTier.exe  Use Run as Administrator option.Select installation directory.Select installation type:  New install  Upgrade from CP 6.1 SP2 client/server  Upgrade from CP 6.1 SP2 web  Upgrade from CP 7.0 LAChoose database platform (Oracle/MSSQL)
    18. 18. Oracle Database Tier InstallationSelect Oracle home directory…  Install reads registry to display Oracle homes.
    19. 19. Oracle Database Tier InstallationEnter transaction database information…  IP address or hostname (Cannot be “localhost”)  Port (Oracle listener, ex. 1521)  SID/Service Name  DELTEK password (Effective user)  SYSTEM password (Oracle SYSTEM user)
    20. 20. MSSQL Database Tier InstallationEnter transaction database information…  IP address or hostname (Cannot be “localhost”)  Port (1433)  Database Name (DELTEKCP)  Instance Name (LOCAL)  DELTEK password  SA username/password
    21. 21. Database Tier InstallationTest connection….  One of the following screens will be displayed depending on installation type/ database platform chosen:  Pre-upgrade validation information.  Oracle for Deltek Costpoint 7.0 Admin Database Information.  Microsoft SQL Server for Deltek Costpoint 7.0 Admin Database Information.  Supply information for new or existing CPADMIN database.  Supply information for new or existing CPSYSTEM database.
    22. 22. Database Tier InstallationPre-Upgrade Validation Information… • Cannot continue until these are addressed.
    23. 23. Oracle Database Tier InstallationTest Connection… (CPSYSTEM)  One of the following screens will be displayed:  Oracle for Costpoint Transaction Parallel Execution (If PE is enabled).  Enable Parallel Execution – Check to run upgrade with PE.  Deltek Costpoint Default and Temporary Tablespace Configuration.  Specify default and temporary tablespaces for each schema.  Transaction Custom Tablespace Configuration (optional)  Specify index, temp table/index and report tablespaces.
    24. 24. Oracle Database Tier InstallationDeltek Costpoint Default and Temporary Tablespace Configuration...  Specify default and temporary tablespaces for each schema.
    25. 25. Oracle Database Tier InstallationTransaction Custom Tablespace Configuration… (optional)  Specify index, temp table/index and report tablespaces.
    26. 26. Database Tier Installation Create CPLINK_USER Review installation parameters Click Install to proceed. Review log file for errors. Apply partitioning script (Oracle only) Enable JDBC transactions (MSSQL only)
    27. 27. TroubleshootingHow to resume a DB upgrade after an error?  Running the install program again will open in repair mode.  The install will restart from the system that had the failure…27
    28. 28. TroubleshootingHow to resume a DB upgrade after an error?  Running the install program again will open in repair mode.  The install will restart from the system that had the failure…28
    29. 29. TroubleshootingHow to resume a DB upgrade after an error?  Running the install program again will open in repair mode.  The install will restart from the system that had the failure…29
    30. 30. TroubleshootingHow to resume a DB upgrade after an error?  Running the install program again will open in repair mode.  The install will restart from the system that had the failure…30
    31. 31. Application Tier InstallationApplication tier installation installs:  Weblogic 12.1.1 software  Costpoint 7.0 softwareApplication tier server cannot contain:  Any other version of Weblogic  Any other version of Costpoint WebApplication tier server hostname cannot contain anunderscore.  Ex. “APP_SERVER1”
    32. 32. Application Tier InstallationApplication tier installation steps include:  Stopping CP 7.0 LA Actuate Services (if applicable)  Running DeltekCostpoint70ApplicationTier.exe  Choose installation type  Choose primary or secondary server (cluster)  Choose Weblogic installation directory.  Choose Costpoint installation directory.  Supply database information.  Install
    33. 33. Application Tier InstallationChoose Installation Type:  New Install  Requires CP 7.0 license file  Upgrade from CP 6.1 SP2 Client/Server  Upgrade from CP 6.1 SP2 Web  Upgrade from CP 7.0 LA
    34. 34. Application Tier InstallationChoose Setup Type…  Primary Application Server Tier  Choose for non-clustered environment.  Choose for lead server in clustered environment.  Secondary Application Server Tier  Choose for node server in clustered environment.  Should only be run after Primary Application Server Tier has been installed
    35. 35. Application Tier InstallationChoose Weblogic installation directory  Default is C:OracleMiddleware12.1.1  Do not install in a directory path or folder that contains a space.Choose Costpoint installation directory  Default is C:Deltek  Cannot be the same as Weblogic directory.  If you choose a different drive, maintain the same structure (ex. E:Deltek)
    36. 36. Application Tier InstallationIf you are upgrading from Costpoint 6.1 SP2…  You will get a Select Database Platform screen:  Select database platform (Oracle/MSSQL)  Enter transaction database information (DELTEKCP)  Enter admin database information (CPADMIN)  Enter system database information (CPSYSTEM)  Enter LINK username/password (CPLINK_USER)  Enter or select Costpoint system name.  Install
    37. 37. Application Tier InstallationAdd users to CostpointToolsGroup  Application tier install creates a CostpointToolsGroup on the app tier server.  You must add the following users to this group for Costpoint 7.0 to work:  Report tier install user  User running Report tier installation.  Actuate Windows service account  Costpoint Windows service account  Costpoint tools user  User that will run DBWIZARD, Configuration Utility, etc…
    38. 38. Report Tier InstallationReport tier installation installs:  Actuate iServer for Windows version 11 SP3Report tier server hostname:  Must start with a letter (A-Z)  Can contain underscore.If you are upgrading from CP Web 6.1 SP2 and you point theinstall to the existing Actuate server:  It will remove the previous version of Actuate.  You will need to re-install prior version of Actuate to restore.
    39. 39. Report Tier InstallationRun DeltekCostpoint70ReportTier.exe  User running the report tier installation MUST be in the CostpointToolsGroup  Run as AdministratorChoose install directory  Default is C:Program Files (x86)Actuate11SP3Choose Costpoint 7.0 path (CP 6.1 SP2 c/s)  Browse to shared UNC path on app tier server (C:Deltek)
    40. 40. Report Tier InstallationActuate iServer Windows Service Information  Enter username/password for Actuate iServer Windows service.  Must be member of CostpointToolsGroupReview installation parameters.Install
    41. 41. Installation TipsAvoid pointing install to existing Costpoint 6.1 SP2 Webdirectories if possible  So you don’t have to reinstall prior version if you need to back out.Remember the hostname of the app tier server…  Cannot contain an underscoreRemember the hostname of the report tier server…  Must start with a letter (A-Z)Use the default folder names…  If you choose a different drive, keep the same directory path.
    42. 42. Installation Tips cont…Run install exe’s on the appropriate tier servers…  Use Run as Administrator option, even if you are logged on as adminMake sure Database tier server has internet access...  So it can download latest upgrade files  Bogus “extra patch” errors may occur without the latest upgrade files
    43. 43. Collation ConversionFor MSSQL, we strongly recommend the use ofSQL_Latin1_General_CP850_BIN collation…  To support more efficient data filtering and sortingThis binary collation is case-sensitiveCostpoint 7.0 ships with a Collation Conversion tool…  Tool only changes collation, it does not convert data
    44. 44. Collation ConversionCollation conversion changes all of the following data types toBINARY  CHAR  VARCHAR  TEXTIn general terms, a customer can expect the followingperformance:  “Small” database (2 GB) 3-4 hours  “Large” database (15 GB) 6.5 hoursNot required when doing new install
    45. 45. Collation Conversion TipsIf upgrading from 6.1 SP2 client/server…  CPADMIN and CPSYSTEM databases are created with same collation as existing transaction DBErrors referencing failed foreign key creation…  Typically mean there is mixed-case dependant data
    46. 46. Questions & Answers46

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