Deltek Cobra DeploymentsExplainedNeil Smith, Ten Six ConsultingGC-81
AgendaIntroductionDeltek Cobra ArchitectureChoosing the right deployment typeSetting up your n-Tier Environment for Schedu...
IntroductionPresenter Introduction     20 years in EVM & Project Management     Cobra Implementation Consultant     Cob...
Deltek Cobra Architecture                                                                      Application Tier           ...
Deltek Cobra Architecture                             STANDALONE                                              Application ...
Deltek Cobra Architecture                                                 CLIENT/SERVER                                   ...
Deltek Cobra Architecture                                                              N-TIER                             ...
8                                         Client Tier                                         Client Tier                 ...
Choosing your Cobra Deployment                                     STANDALONE    Single users or small deployments    A te...
Choosing your Cobra Deployment          Mid Size (11-20 users)10    ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment                  Mid Size (11-20 users)     Deployment Server or N-Tier ensures all users h...
Choosing your Cobra Deployment          Large (21-100 users)12    ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment                Large (21-100 users) Same as recommendations for Mid-size Where users do not...
Choosing your Cobra Deployment     Very Large (101-500 users)14    ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment         Very Large (101-500 users)     The larger the implementation, the less likely     i...
Choosing your Cobra Deployment      Enterprise (500+ users)16    ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment                 Enterprise (500+ users)     Enterprise deployments have their own challenge...
Installing for Client/ServerSome general tips, screen shots andexplanations for the Cobra installationprocess.
Installing a Client/Server     Deployment     Create a Database Instance for the Cobra Schema.19     ©2012 Deltek, Inc. Al...
Installing a Client/Server      Deployment     Application Tier          Install Cobra on the Application Server.20       ...
Installing a Client/Server            DeploymentInstall workstation clients by accessing the shared „CobraWorkstation‟ fol...
Installing a Client/Server            Deployment     If the user is also a Cobra administrator, the Administrative Tools c...
Installing a Client/Server            DeploymentGoing forward, client workstations will automatically prompt the user to u...
Schedule Integration withinan n-Tier DeploymentWhere to install the required ODBC andAPIs for accessing an Integrated Mast...
Schedule Integration with n-TierIn this section: Stories from the field. The challenges commonly faced by IT departments...
Schedule Integration with n-TierQ: Where should the ODBC data source for the schedule system’sdatabase be installed?      ...
Schedule Integration with n-TierA: ODBC data sources and API for scheduling systems should alwaysbe installed on the Cobra...
Schedule Integration with n-Tier                                               In the Integration Wizard,                 ...
Schedule Integration with n-Tier                                               Scheduling system APIs                     ...
Schedule Integration with n-Tier                                               With the ODBC data source                  ...
Schedule Integration with n-Tier                                                       Cobra       Cobra                  ...
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Deltek Insight 2012: Deltek Cobra Deployments Explained

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When Deltek Cobra is installed in an n-tier environment, deployment is simplified and flexibility is improved. When it comes to configuring the system for integration with other scheduling systems, some additional steps are required. See an overview of a typical deployments of Deltek Cobra, looking at the benefits and technical challenges that face the IT department during rollout. Using examples from the field and customer case studies, we'll explain the environmental, technical and user challenges that commonly arise when Cobra is installed as an n-tier system. Materials provided and information shared during this presentation will offer a solid grounding in readiness for your own Cobra 5.x deployments. Intermediate Level.

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  • Any client may access any one of the application tiers depending on load.
  • Deltek Insight 2012: Deltek Cobra Deployments Explained

    1. 1. Deltek Cobra DeploymentsExplainedNeil Smith, Ten Six ConsultingGC-81
    2. 2. AgendaIntroductionDeltek Cobra ArchitectureChoosing the right deployment typeSetting up your n-Tier Environment for Schedule IntegrationAbout ODBC Data Sources and APIs2 ©2012 Deltek, Inc. All Rights Reserved
    3. 3. IntroductionPresenter Introduction  20 years in EVM & Project Management  Cobra Implementation Consultant  Cobra Course Developer and InstructorDrivers for this presentation  Bridge some apparent knowledge gaps concerning n-Tier  Help IT and PCE folks choose the right Cobra deployment  Provide useful tips for integrating n-Tier Cobra deployments with scheduling systems.Stories from the fieldGuidelines for the IT Department3 ©2012 Deltek, Inc. All Rights Reserved
    4. 4. Deltek Cobra Architecture Application Tier Database Tier Client Tier Interface layer provides Performs Cobra‟s Database servers hosting user interface and functional process logic the Cobra data instance interaction with the based on requests from for project data storage application tier the client tier. and retrieval.4 ©2012 Deltek, Inc. All Rights Reserved
    5. 5. Deltek Cobra Architecture STANDALONE Application Tier Database Tier Client Tier All core Cobra 5 components are installed on a client workstation or Citrix/Terminal Server.5 ©2012 Deltek, Inc. All Rights Reserved
    6. 6. Deltek Cobra Architecture CLIENT/SERVER Database Tier Application Tier Client Tier Client Tier Client Tier All core Cobra 5 components are extracted to a network folder from which individual Standalone installations can be performed (to either client workstations or Citrix/Terminal Servers).6 ©2012 Deltek, Inc. All Rights Reserved
    7. 7. Deltek Cobra Architecture N-TIER Application Tier Application Tier Application Tier Database Tier Client Tier Client Tier Client Tier All core Cobra 5 components are installed on an application server together with a service that provides processing functions for multiple clients. Client workstations are installed from a shared folder on the application server.7 ©2012 Deltek, Inc. All Rights Reserved
    8. 8. 8 Client Tier Client Tier Application Tier Client Tier Application Tier©2012 Deltek, Inc. All Rights Reserved Client Tier Application Tier Client Tier Cobra n-Tier Architecture Client Tier Database Tier Client Tier
    9. 9. Choosing your Cobra Deployment STANDALONE Single users or small deployments A test sandbox environment Secure environments or where the size of the implementation is not expected to grow significantly. Local workstations with either a local or server based database. Citrix/Terminal server with a separate database server. Small (1-10 Users)9 ©2012 Deltek, Inc. All Rights Reserved
    10. 10. Choosing your Cobra Deployment Mid Size (11-20 users)10 ©2012 Deltek, Inc. All Rights Reserved
    11. 11. Choosing your Cobra Deployment Mid Size (11-20 users) Deployment Server or N-Tier ensures all users have same product version. A dedicated database server will be required. Deployment Server - if all users have adequate workstations and good network N-Tier - if users have older hardware or poor network connectivity Standalone deployment to a single Citrix/Terminal Server to leverage existing Citrix/Terminal server infrastructure.11 ©2012 Deltek, Inc. All Rights Reserved
    12. 12. Choosing your Cobra Deployment Large (21-100 users)12 ©2012 Deltek, Inc. All Rights Reserved
    13. 13. Choosing your Cobra Deployment Large (21-100 users) Same as recommendations for Mid-size Where users do not have Local Administrator rights consider a Citrix/Terminal Server farm with a Deployment Server or N- Tier deployment to reduce ongoing IT support effort.13 ©2012 Deltek, Inc. All Rights Reserved
    14. 14. Choosing your Cobra Deployment Very Large (101-500 users)14 ©2012 Deltek, Inc. All Rights Reserved
    15. 15. Choosing your Cobra Deployment Very Large (101-500 users) The larger the implementation, the less likely it becomes that individual users will have local administration rights. Consider using 3rd party installation options (like WinInstall), remote deployment solutions like System Management Server, or using a Citrix/Terminal server farm with a Deployment Server to reduce administrative overhead.15 ©2012 Deltek, Inc. All Rights Reserved
    16. 16. Choosing your Cobra Deployment Enterprise (500+ users)16 ©2012 Deltek, Inc. All Rights Reserved
    17. 17. Choosing your Cobra Deployment Enterprise (500+ users) Enterprise deployments have their own challenges:  complex Administrative procedures,  higher availability requirements,  typically larger geographical challenges, and  more complex data management requirements (legal separation, test, and production databases) Consider creating Standalone installation images that can be automatically replicated across Citrix/Terminal server farms and are easier to configure for access to specific databases (compared to N-Tier).17 ©2012 Deltek, Inc. All Rights Reserved
    18. 18. Installing for Client/ServerSome general tips, screen shots andexplanations for the Cobra installationprocess.
    19. 19. Installing a Client/Server Deployment Create a Database Instance for the Cobra Schema.19 ©2012 Deltek, Inc. All Rights Reserved
    20. 20. Installing a Client/Server Deployment Application Tier Install Cobra on the Application Server.20 ©2012 Deltek, Inc. All Rights Reserved
    21. 21. Installing a Client/Server DeploymentInstall workstation clients by accessing the shared „CobraWorkstation‟ folder on the application server and running the DeltekCobraWorkstation.exe. 21 ©2012 Deltek, Inc. All Rights Reserved
    22. 22. Installing a Client/Server Deployment If the user is also a Cobra administrator, the Administrative Tools can also be installed on the workstation.22 ©2012 Deltek, Inc. All Rights Reserved
    23. 23. Installing a Client/Server DeploymentGoing forward, client workstations will automatically prompt the user to update themselves whenever IT update the application servers‟ software. Note: this action typically takes less than one minute. 23 ©2012 Deltek, Inc. All Rights Reserved
    24. 24. Schedule Integration withinan n-Tier DeploymentWhere to install the required ODBC andAPIs for accessing an Integrated MasterSchedule
    25. 25. Schedule Integration with n-TierIn this section: Stories from the field. The challenges commonly faced by IT departments when integrating Cobra Client/Server and n-Tier deployments with enterprise project scheduling systems. Solutions and answers to the common questions IT departments have concerning schedule integration.25 ©2012 Deltek, Inc. All Rights Reserved
    26. 26. Schedule Integration with n-TierQ: Where should the ODBC data source for the schedule system’sdatabase be installed? Application Tier Client Tier 26 ©2012 Deltek, Inc. All Rights Reserved
    27. 27. Schedule Integration with n-TierA: ODBC data sources and API for scheduling systems should alwaysbe installed on the Cobra Application Server(s). Application Tier Client Tier 27 ©2012 Deltek, Inc. All Rights Reserved
    28. 28. Schedule Integration with n-Tier In the Integration Wizard, the Data source field is looking for data sources on the Application server, not the workstation client machine. In this example, the ODBC data source was incorrectly setup on the workstation, so only the Cobra5DSN database is available, not the schedule database.28 ©2012 Deltek, Inc. All Rights Reserved
    29. 29. Schedule Integration with n-Tier Scheduling system APIs should also be setup on the Application Server. In this example, the API was incorrectly setup on the workstation. The ellipse button allows you to select the workstation API directory, but reports a “Directory not accessible from server” error when you attempt to test or close the dialog.29 ©2012 Deltek, Inc. All Rights Reserved
    30. 30. Schedule Integration with n-Tier With the ODBC data source and API installed on the application server, the Integration Wizard‟s New Connection dialog can access the required connectivity components for integration.30 ©2012 Deltek, Inc. All Rights Reserved
    31. 31. Schedule Integration with n-Tier Cobra Cobra Application Tier Client Tier Cobra Database Tier Cobra Database ODBC Driver Integration API Schedule Database Tier EPPM Database Cobra Integration Wizard31 ©2012 Deltek, Inc. All Rights Reserved
    32. 32. Thank You!

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