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

Best Practices for Maintaining and Updating Costpoint 7.0

David McClelland, Customer Care Solutions ArchitectGC-294

©2012 Deltek, Inc. All Rights Reserved2

Agenda

General Information

Maintenance Support

Sustaining Support

Deltek Customer Care Portal

Deltek Software Manager

Hot Fix Summary Lists

Knowledge Base Best Practices

General Best Practices

Check for Updates Already Applied

Hotfix Deployment


General Information

The 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 support

Costpoint 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 support


Maintenance Support

Maintenance Support includes the following: Hot fixes for severity 1 issues New tax, legal and regulatory updates

Maintenance Support does NOT include the following: Ability to submit enhancement requests Hot fixes for non-severity 1 issues Service packs


Sustaining Support

Sustaining 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 downloads

Sustaining 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 updates


Deltek Customer Care Portal

The Deltek Customer Care portal (e-support) is your one-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 releases


Deltek Software Manager

Deltek Software Manager (DSM) went live on November 18, 2010

Benefits 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 available


DSM Architecture

Client 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)


DSM Terminology

Products - All Deltek products (Costpoint, Vision, etc). Customers will only see the products they own

Versions - Deltek product versions (Costpoint 6.1 SP2, 7.0)

Releases - Any Deltek software for customers is a release and could have associated knowledge base article, important notes, documentation links, training links, other links. Customers will only see the releases to which they have access

Release States - Public, Private and Test

Release Types - Complete, Hotfix, Sub-Release (CP Web software)

Release Phases - Beta, Limited Availability, General Availability

Dependencies - Some hotfixes are dependant on other hotfixes


DSM Access

How 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

Connect

Profile – Customer (ClientID, Account Manager, etc.) , Contact (E-Mail), Products Owned, Maintenance Status, AR Status

All downloads are logged at Deltek and in DSM. SOX Compliance, Better reporting, metrics, notification of issues if they

come up, etc.

https://dsm.deltek.com/

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DSM (cont.)

©2012 Deltek, Inc. All Rights Reserved

Home My Deltek Software My Company Downloads Deltek Releases (Most

Current at Top)

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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


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 Links

When a complete release is selected, If the release has hotfixes posted, they will be automatically selected as well

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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.


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 to

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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)


DSM (cont.)

Feedback – Submit via Help Feedback. Also automatically is shown every 25 times the DSM tool is run (also after the 5th time the tool is launched)

Configuration File – Stores download location, products owned, products selected to show updates and hidden releases. (Open from Help About, Show Configuration/Log)

Log File – Captures logons, web service requests (and errors), downloads, configuration changes. (Open from Help About, Show Configuration/Log)

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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 Excel


The Future of DSM…

Evaluate what hotfixes are already installed and hide those in DSM

Expose web services to customers to enable custom configuration management

Ability to install hotfixes when downloaded

System Tray Icon to poll for new releases and download them automatically (think Windows update)

Ability to upload your database securely

Your ideas!


DSM Resources

Watch DSM tutorial from within DSM tool

Review DSM FAQ (KB # 50460)

Launch DSM from https://dsm.deltek.com and logon

Support/Questions? E-Mail [email protected]

Provide Feedback/Ideas via Send Feedback mechanism in DSM

https://dsm.deltek.com/

mailto:[email protected]


Hot Fix Summary Lists

Hot Fix Summary lists break down all the newly released versions of functions by the functional domain

Only the latest version of each function is listed

The 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 title

You can subscribe to each domain listing page to be notified when the page is updated (meaning that a new Hot fix has been released)


Hot Fix Summary Lists (cont.)

The Hot Fix Summary List index page for Costpoint 7.0 is Knowledge Base article # 68186

The index page contains a table with links to each of the functional domain pages

Advantage of breaking down by functional domain is that not all customers use all functional domains

Do not subscribe to this main index page; open each of the functional domain pages and subscribe



Costpoint 7.0 Hot Fix Summary list index page:



Example of a Hot Fix Summary list domain page:


Knowledge Base Best Practices

To 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 button

Example:


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 search

This will bring back all the individual Hot Fix Summary List pages

Example:


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 search

To sort results by date, click the Date Updated column twice to sort from newest to oldest

You can keep track of the date you last checked so you know what’s new

Example:


General Best Practices

Stay up to date on the major release versions

Configure email notifications/subscribe to RSS feed in DSM for product release notifications

Setup and maintain a test environment where you can apply and test 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 environment

Identify critical functions and create test plans for each function

Establish a scheduled maintenance window

Copy hotfixlog.log to another directory

Take backups before applying updates


Check for Updates Already Applied

Costpoint 7.0 uses an application Hot Fix File numbering scheme 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 a specific function…

Login to Costpoint and open the screen for that function, then go to Help > About Costpoint

In the Open Applications table, check the Hot Fix File value for the application

If there is no value, it means no hot fix updates have been applied

While you’re in this screen, make note of the System Hot Fix File version as well


Check for Updates Already Applied (cont.)

Example of About Costpoint window in Costpoint 7.0:



As part of application updates, there are Transactional, Administrative and Metadata patches that are released

You can view the patches that have been applied in the About Costpoint window as well

Example:



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 been applied 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;


Hotfix Deployment - Overview

In Costpoint 7.0, hotfixes are packaged in .zip files and applied 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)


Hotfix Deployment - Steps

Hotfix deployment steps…1. Download the hotfixes through DSM 2. Copy hotfixes to application server 3. Stop Weblogic4. Restart Actuate5. Deploy Hotfixes6. Start Weblogic


Downloading Hotfixes

To 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.


Deploying Hotfixes

To 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:\Deltek\Costpoint\70\cpupdates.

Hotfix Folder — If you selected Multiple mode, enter or browse to C:\Deltek\Costpoint\70\cpupdates.

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.

Questions & Answers

Technology

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