Deltek Insight 2012: Technical Insight: Costpoint 7.0 Configuration


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Take an indepth look at the configuration options of Costpoint 7 with Deltek experts. Learn about configuring multiple systems on a single application server, multiple database schemas, and options for their use. We will also discuss clustering features of Weblogic and Actuate servers to help your system scale up. We're even rounding out the session with the new configuration features in Costpoint 7.0.1. Advanced Level.

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  • Hello and welcome to CP 310 Technical Insight: Costpoint 6.1 and 7.0 ConfigurationMy name And I appreciate you got up so early to come to this sessionget into deep details of Costpoint 7 ConfigurationIf you already using CP 7 (or CP Web on 61 SP2) today - important to review configuration options in CPQuestions. Feedback.
  • The key takeaways that I hope you’ll remember after this session are:What deployment options are and that we have tools to help you to address your configuration needs.Both Utilities for successful management of CP Web installation.
  • CP7 – no C/SAll apps on the Web. We got great reviews and very positive feedback. No Citrix farms. So let’s start with reviewing Costpoint Web Simple Deployment 
  • So here is the basic deployment of Costpoint Web that comes right out of the box: This diagram shows you the components of the Costpoint Web Architecture from front to back.The web tier can be IIS or for testing you can use the embedded Weblogic Web Server in the applications server.Multi-tier – a lot of flexibility Let’s review each tier - you'll see deployment options on each tier and what benefits those depl options can bring you
  • There are 3 database schemas used in Costpoint, the metadata, the administrative and transactional schemas. This is provides substantial flexibility. It allows you to manage and tune these distinctly different schemas in different ways.Metadata (SYS): Application & component descriptions. It’s basically read-onlyAdministrative (admin): System configuration & User authorizationTransactional: same familiar to you all DELTEK schemaYou might configure, optimize and set security and audit options differently than the transaction database since it’s a rapidly changing schema.All three schemas can be installed in the same database (on the same DB server) or in separate databases (on separate Servers) or you can combine the schemas anyway you like, whatever makes sense in your installation.
  • Now let’s move to a little bit more complex scenarios. We still are discussing a single deployment in terms of having single application server and single report server. Let’s introduce a new concept - “system”. A “system” in this context is a collection of 3 metadata database schemas.You can have multiple systems in your deployment
  • Not suitable for your production environmentBenefits: Reuse same WL and Actuate instances. Ease of AdministrationRequirement - same code base
  • This slide shows you just described scenarioYou can even reuse same metadata DB schema
  • Let’s shift gears and discuss what deployment options you have on the for your production systems. I am going to discuss clustering for all tiers of Costpoint Web.
  • Cluster is when several instances of the same servers working together to service incoming requests(workload)Benefits of clustering – load balancing. Cluster architecture is highly scalable.Another benefit - higher availabilityWe support clustering on all tiers.
  • Load BalancingIn CP Web Architecture load on IIS is not high.Must have either software or hardware load balancer in front of your IIS cluster Your hardware load balancer must support a “sticky” connection to WL server. Please see Weblogic server documentation on the details of what hardware balancers are supported and how to configure them.
  • Cluster is when multiple instances of Weblogic server are working togetherDefine failover
  • Oracle(BEA) documentation recommends having WL Admin Server to be a separate instance, not part of the WL servers cluster.Again – clustering on WL level allow to achieve high scalability if you business needs are calling for it!
  • We support clustering on Reporting Tier (cluster of Actuate Servers)If you are using CP reporting extensively - you might consider having Actuate clusterReport generation – CPU intensive process. About 4 active reports per processor core. After that performance degrades.
  • With CP 7 we support Oracle RAC. Oracle RAC allows multiple computers to run Oracle RDBMS software simultaneously while accessing a single database, thus providing a clustered database. In an Oracle RAC environment, two or more computers (each with an instance) concurrently access a single database. This allows an application to connect to either computer and have access to a single coordinated set of data.Single Client Access Name (SCAN) is s a new 11g Release 2 feature that provides a single name for clients to access Oracle Databases running in a cluster.The benefit is that the client’s connect information does not need to change if you add or remove nodes in the cluster.
  • Load balancing – all levels. Failover is supported on Application,reporting and DB tiers(with Oracle RAC).
  • I’m going to cover New Configuration features in Costpoint 7 
  • Windows 2008 R2 UAC – if you want to run CP(tools) – need to have full access to c:\\deltek folder. IE8 – available on XP, IE9 – on Windows 7 – if somebody have serious concerns?
  • Installation – very positive feedbackLDAP (Active Directory) Authentication - all configuration moved to Config Utility. No need to go to WL Console
  • We have 2 Utilities to simplify your life:Config Utility – for configuration tasksMonitoring Utility – monitor and troubleshoot CP installation.
  • Considering all the configuration options and deployment tiers that we discussed – managing all the configuration files – is not a simple task. So we developed a Utility to simplify most commonly used tasks.
  • ‘Move’ – automate moving and changing references in all config filesLDPWORK (Import Work Schedules from Deltek Time and Expense) – needs TESS integrationConfiguring Active Directory – now easy. No need to go to WL ConsoleNeed for a Backup! See details in Appendix inConfig Utility docReload global settings or restart servers
  • - monitor CP installation and troubleshoot problems with Costpoint Web
  • A typical CP Web installation consists of a Weblogic Server, Actuate, Database, and IIS. These components can be installed across one or more physical machines. Due to the interdependency of all these components, failure in any one of them will hinder the functionality of the product. This tool provides a single interface to monitor the overall status of the various components that are part of Costpoint Web. It checks for dependencies and verifies the configuration. A system administrator, consultant, or support engineer can use this tool to check for common configuration issues and troubleshoot production problems quickly and easily. This tool can also help with remote diagnostics. By reading the configuration of the entire system, this tool can generate detailed information about various attributes that can impact the systems behavior. This information is stored in XML files that can be bundled and sent by email to our support team for thorough analysis. Utility have 2 modes: one-time and background.
  • Deltek Insight 2012: Technical Insight: Costpoint 7.0 Configuration

    1. 1. Technical Insight:Costpoint 7.0 ConfigurationVasiliy Lachinov, Senior Software Architect, DeltekGC-52
    2. 2. AgendaBasic Deployment of Costpoint Web  Multiple Systems in a Single DeploymentClustering for ScalabilityNew Features in Costpoint 7Costpoint Web Configuration Utility Demo - Project Manufacturing - Content Management Integration - Web Services Through IISCostpoint Web Monitoring Utility Demo2 Copyright © 2011 Deltek, Inc.
    3. 3. Key TakeawaysUnderstand Costpoint Web Deployment and ConfigurationOptionsDemo of Configuration and Monitoring Utilities3 Copyright © 2011 Deltek, Inc.
    4. 4. Basic Deployment of Costpoint4 Copyright © 2011 Deltek, Inc.
    5. 5. Basic Deployment of Costpoint5 Copyright © 2011 Deltek, Inc.
    6. 6. Costpoint Database SchemasThree Schemas  Metadata  Application and component descriptions  Descriptions read at runtime  Administrative (admin)  System configuration  User authorization  Transactional  Costpoint business dataCostpoint Schemas can be Installed Separately orin the Same Database, which in turn can be on thesame on different DB Servers6 Copyright © 2011 Deltek, Inc.
    7. 7. Multiple Systems in a Single DeploymentA Single Deployment is Simple Deployment With a Single Application Server and aSingle Report ServerA “System” in this Context is a Logical System Attached to a Collection of ThreeMetadata Database SchemasA Single Deployment can Contain Multiple Logical Systems  A single application server can serve multiple systems  A single report server can serve multiple systems  A single web server can serve multiple systems  A single metadata database schema can serve multiple systems7 Copyright © 2011 Deltek, Inc.
    8. 8. Multiple Systems in a Single Deployment (cont’d)Typical Usage of Multiple Logical Systems  A copies of production data to do “what if” business scenarios  A training system using production code with training data  Test system for deploying hot fixes  Development/Testing system for Web Services Benefits of multiple systems: Hardware Reduction and Ease of Administration for Training, “What If,” and Miscellaneous SystemsRequirement for Multiple Logical Systems  Must use the same code base and metadata version in each system8 Copyright © 2011 Deltek, Inc.
    9. 9. Single Metadata Schema w/Multiple Systems (cont’d)9 Copyright © 2011 Deltek, Inc.
    10. 10. Costpoint Clustering for Scalability10 Copyright © 2011 Deltek, Inc.
    11. 11. Clustering for ScalabilityWikipedia definition of cluster:  “A computer cluster is a group of linked computers, working together closely thus in many respects forming a single computer.”Web Servers can be Load Balanced for ScalabilityApplication Servers can be Clustered for ScalabilityReport Servers can be Clustered for ScalabilityOracle DB Real Application Cluster(RAC) in Costpoint 711 Copyright © 2011 Deltek, Inc.
    12. 12. Clustering for ScalabilityWeb Servers can be Load Balanced for Scalability  Windows network load balancing  Some customers have used hardware devices to achieve scalability at this tier12 Copyright © 2011 Deltek, Inc.
    13. 13. Clustering for ScalabilityApplication Servers can be Clustered for Scalability  Homogeneous clustering (replication of the same components on each server) recommendedApplication Server (Weblogic) Supports:  Load balancing  Failover  Wikipedia: “In computing, failover is the capability to switch over automatically to a redundant or standby computer server, system, or network upon the failure or abnormal termination of the previously active application, server, system, or network.”13 Copyright © 2011 Deltek, Inc.
    14. 14. Clustering for Scalability14 Copyright © 2011 Deltek, Inc.
    15. 15. Clustering for ScalabilityReport Servers can be Clustered for ScalabilityActuate Cluster Supports:  Load balancing  Encyclopedia failover15 Copyright © 2011 Deltek, Inc.
    16. 16. Clustering for Scalability16 Copyright © 2011 Deltek, Inc.
    17. 17. Oracle: Support for RACSupport for Oracle Real Application Cluster (RAC) is included in Costpoint 7 forOracle 10g and 11gR2  Provide scalability and failover for database tier Note: a single powerful server with 16 CPUs doesn’t automatically equate to RAC consisting of 8 servers with 2 CPUs each  Costpoint Web configuration utility supports RAC to automate Costpoint side of RAC configuration  Includes support for SCAN deployment of RAC with 11gR2Larger clients can utilize both parallel SQL execution and Oracle RAC features tospread the workload between servers and CPUs.17 Copyright © 2011 Deltek, Inc.
    18. 18. Clustering for Scalability18 Copyright © 2011 Deltek, Inc.
    19. 19. New Configuration Features in Costpoint 719 Copyright © 2011 Deltek, Inc.
    20. 20. New Configuration Features in Costpoint 7New Supported Platforms for Costpoint 7:  Operating systems for application and reporting servers:  Windows Server 2008 R2 (only 64 bit)  Databases:  Microsoft SQL Server 2008 R2  Oracle 11g R2  Support for Oracle Real Application Cluster (RAC)  Browser:  Added support for IE9  Removed support for IE7 © 2008 Deltek, Inc.20 © 2011 Deltek, Inc.
    21. 21. New Configuration Features in Costpoint 7Simplified InstallationSimplified Active Directory Authentication ConfigurationAdded Support for Dedicated Reporting ServersOracle RACProject ManufacturingContent Management Integration21 Copyright © 2011 Deltek, Inc.
    22. 22. Configuration Utility22 Copyright © 2011 Deltek, Inc.
    23. 23. Configuration UtilityWe Highly Recommend the Configuration Utility for Modifying yourCostpoint Web Configuration  Works with all supported deployment scenarios  Addresses comprehensive changes made to all impacted configuration files  Simplifies changes, reduces the chance of errorsEight Main Tabs Address Different Areas of ConfigurationClient Server Program Uses the Standard Java Swing Interface  Requires the Java Runtime Engine (JRE)23 Copyright © 2011 Deltek, Inc.
    24. 24. Configuration UtilityNew areas in Configuration Utility in Costpoint 7:  Oracle RAC  Custom Databases  Extensibility  Enhanced LDAP configuration  Added Support for Dedicated Reporting Servers  Content Management System(CMS) Integration24 Copyright © 2011 Deltek, Inc.
    25. 25. Configuration UtilityDemo of the Configuration Utility25 Copyright © 2011 Deltek, Inc.
    26. 26. Monitoring Utility26 Copyright © 2011 Deltek, Inc.
    27. 27. Monitoring UtilityMonitoring and Diagnostic Utility  Periodic review of Costpoint Web installation  Correctness of all configuration files  Availability of specified folders  Availability of Weblogic and Actuate server/cluster nodes  Continuous monitoring of Costpoint Web  Background monitoring process  Automatically checks for availability of all configured server nodes  Email notification is sent when a problem is detected  Collect information for Deltek Support  Collects system information and log files typically needed for a support ticket27 Copyright © 2011 Deltek, Inc.
    28. 28. Monitoring UtilityDemo of the Costpoint Monitoring Utility28 Copyright © 2011 Deltek, Inc.
    29. 29. Conclusion29 Copyright © 2011 Deltek, Inc.
    30. 30. ConclusionCostpoint 7 has a Variety of Deployment Options to Meet Your NeedsCostpoint 7 supports:  Clustering at all tiers to help you scale up and provide higher availability  New Configuration Options in Costpoint 7Costpoint Configuration and Monitoring Utilities provide an easy way toconfigure and monitor Costpoint installation30 Copyright © 2011 Deltek, Inc.
    31. 31. Questions and Answers31 Copyright © 2011 Deltek, Inc.
    32. 32. Learn More…See Deltek Costpoint in the Solutions PavilionAttend Additional Sessions on Deltek Costpoint for More In-Depth Information  GC-44: Technical Insight: Costpoint 7.0  GC-45: Looking Ahead at Deltek Costpoint Technology  GC-46: Extending Costpoint 7: Content Management  GC-48: Extending Costpoint 7: Extensibility Services  GC-49: Technical Insight: Costpoint 7.0 Advanced Security  GC-50: Extending Costpoint: Web Services Integration  GC-322: Costpoint 7 - The User Experience32 Copyright © 2012 Deltek, Inc.
    33. 33. Thank You!