CP-69:Tech Titans: Optimally Deploying and Configuring Costpoint

Vasiliy Lachinov, Deltek

Agenda1. Basic Deployment of Costpoint

Web Family (Costpoint 7, Time and Expense 10, Budgeting and Planning 7)

2. Clustering for Scalability

3. Shared Deployment

4. New Configuration Features

5. Typical Configuration Questions

6. Conclusion

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Key Takeaways

» Understand Costpoint 7, Time and Expense 10, Budgeting and Planning 7

Deployment and Configuration Options

» What Is New in Costpoint Product Family Configuration

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Basic Deployment

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Basic Deployment

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Database Schemas

» Three Schemas for Costpoint. Two more for Time and Expense 10, Budgeting and Planning 7

» Metadata

» Application and component descriptions

» Descriptions read at runtime

» Administrative (admin)

» System configuration

» User authorization

» Transactional

» Costpoint business data

» Time and Expense 10, Budgeting and Planning 7 (optional)

» Costpoint Schemas can be Installed Separately or in the Same Database, which in turn can be on the same on different DB Servers

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Clustering for Scalability

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Clustering for Scalability

» Web Servers can be Load Balanced for Scalability

» Application Servers can be Clustered for Scalability

» Oracle DB Real Application Cluster(RAC) in Costpoint 7

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» Web (IIS) Servers can be Load Balanced for Scalability

» Load on this tier is not high

» Windows network load balancing

» Some customers have used hardware devices to achieve

scalability at this tier

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Clustering for Scalability

Clustering for Scalability

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Clustering for Scalability

» Application Servers can be Clustered for Scalability

» Homogeneous clustering (replication of the same components on each server)

» Application Server (Weblogic) Supports:

» Load balancing

» Failover

• Product Home folder (shared network file location for product’s files) – all servers need fast READ and WRITE access to it

• Weblogic nodes start up time should be under 2 minutes

• If Costpoint Home folder disconnected – need to restart WL servers

• Order to start WL servers:

• Admin Server

• Nodes in the Cluster (if present)

• Dedicated Weblogic Servers

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Dedicated Servers Usage

» When you should use Dedicated servers:

» Use as Dedicated Web Services processing Server

» Use as Big Reports Generation Servers

» When you should not use Dedicated servers:

» Just because you had them in C/S

» For heavy processes (like Compute Burden) when all load is

on Database

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Shared Deployment Of Costpoint, Time & Expense and Budgeting & Planning Products

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Deployment options with T&E10 and B&P7

As all 3 products are on the same platform - selecting one of the options below is the most critical deployment decision that you need to make when upgrading to T&E10 and/or B&P7

» “Share everything” model

» “Share infrastructure” model

» “Share nothing” model

» Completely separate deployments for each product (same as today with T&E9 and B&P6)

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Deployment options with T&E10 and B&P7

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“Share everything” model - recommended option

Used in vast majority of TE10 deployments today

Single system to support and manage rights

Share infrastructure/capacity across products

If ESS is used single system for all users to login

Access to CER/Cognos from CP menu through SSO

Can use Sub-contractor mgmt. feature

One-click export of Timesheets and Expenses

Automatic T&E and ESS user creation

Deployment options with T&E10 and B&P7

» “Share everything” model

» You can control access by product (Internet vs Intranet)

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Deployment options with T&E10 and B&P7

» Advantages of Shared Deployment

» Saving on Hardware and Software

» Ease of the Product Administration

» Simplified User Administration

» Direct Integration

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Deployment options with T&E10 and B&P7

» “Share infrastructure” model

» One shared Weblogic server/cluster

but separate systems for each product

» You can share metadata schema

» All products must be on same system jar

» Each product can have its own users and

administrators

» Share infrastructure/capacity across products

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Deployment options with T&E10 and B&P7

» “Share Nothing” model

» Completely separate deployments for each

» product (same as today with T&E9 and B&P6)

» Separate downtime between CP ,TE, BP

» Ability to patch CP ,TE, BP separately i.e. CP and TE could be on different versions

» Complete physical separation of Weblogicnodes (if this is desired)

» No direct integration

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New Configuration Features in Costpoint 7

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Platform Support» Supported Platforms for Costpoint 7.1.1:

» Operating systems for application (Weblogic) servers:

» Windows Server 2012 R2, Windows Server 2016 (including IIS10)

» Databases:

» Microsoft® SQL Server® 2014 (supported until July 2019), 2016, 2017

» Oracle DB ver 12c. DB version 11g officially not supported (free support from Oracle ends 12/18)

» Support for Oracle Real Application Cluster (RAC)

» Weblogic and Java

» Weblogic Security fixes and latest Java updates are available on demand and in FW Updates.

» New WebLogic 12.2.1.3 is available for 711 clients that are on sys jar 42 or above level

» Browsers:

» latest versions of IE, Chrome, Firefox, Safari

» IE 9,10 NOT supported

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New Configuration Options

» ADFS, Azure LDAP SAML SSO support is released. We just released new simplified SAML SSO setup in Config Utility (sys jar 45)

» Support up to 5 IIS servers by Configuration Utility and DBWizard(when doing hotfixing)

» Better Integration with DSM (via CostpointDSMReport.xml file) . This report will tell DSM what exactly deployed in your production system. DSM cleanup.

» Common Libraries - released 15 common libraries in 2017; 35 more in 2018

» Hosted on-line Help

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New Configuration Options - DSM» Dependency Data Cleanup / Rebuild

» Deltek will cleanup and rebuild dependency data for all Costpoint hotfixes and Releases on DSM for Costpoint 7.1.1

» Eliminating invalid / older dependency data no longer relevant.

» This should improve the overall experience when attempting to download single or small groups of updates.

» Reduction of approximately 70% of dependency data.

» Ability to filter / hide / download hotfixes which have not been installed and deployed to Costpoint.

» Deltek will introduce some additional capability to allow users to filter and download fixes they need, based on what has previously been installed and deployed to Costpoint.

» 2 Support Use Cases

» User needs 1 Costpoint application update, will only pull dependencies which have not been installed / deployed.

» User wants all available updates which have not previously been installed.

» New Field Minimum Library JAR List

» Deltek will leverage a new field ‘Minimum Library JAR’ which will list the minimum library JARs required for Costpoint application JARs, in lieu of enforced dependency.

» New Rules going forward

» Deltek will leverage the Minimum System JAR field for identifying dependencies on a Costpoint System.jar or Costpoint Library.

» Deltek will minimize dependencies created on DSM and will generally only link to Costpoint Patches and Calendar Year End / Regulatory Updates.

» This will significantly reduce the number of Costpoint hotfixes added to the download queue when selecting individual fixes.

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Typical Configuration Issues

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Typical Configuration Issues/Questions

» When WebLogic cluster is used – all nodes should have fast read and write access to shared product folder where your product is installed.

» Have a backup

» When opening a ticket with support – please attach Monitoring Utility image and note the exact date/time and user id of the error, screenshot of the error and steps to replicate

» Clearing WebLogic cache: don’t delete C:\deltek\costpoint\71\delteke\servers\DEServer\data\ldap folder if you’ve changed Weblogic users passwords (per Post Installation Hardening Guide)

» Memory allocated for Weblogic nodes can be increased

» JDBC pool sizes can be increased

» Download latest technical documentation from DSM

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Conclusion

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Conclusion» Costpoint Family Products have a big variety of Deployment Options to Meet Your Needs

» Costpoint Family Products support:

» Clustering at all tiers to help you scale up and provide higher availability

» “Share everything” model is recommended when deploying B&P 7 and TE 10 with CP 711.

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Questions and Answers

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» See Deltek Costpoint in the Solutions Pavilion

» Attend Additional Sessions on Deltek Costpoint for More In-Depth Information

» CP-62: Tech Titans: SAML and Biometric Authentication with Costpoint 7

» CP-68: Blockchain & Digital signatures = Legally Enforceable Costpoint Transaction

» CP-69: Optimally Deploying and Configuring Costpoint

» CP-76: Tech Titans: Gaining Technical Insights of Costpoint 7.1.1

» CP-78: Tech Titans: Lesser known Extensibility Features

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