Deltek Insight 2012: Deltek Costpoint 7.0 Installations and Upgrades

Costpoint 7.0 Installations and Upgrades

David McClelland, Customer Care Solutions Architect, DeltekGC-293

Costpoint 7.0 Overview

Installation/Upgrade Overview System Requirements Upgrade Prerequisites Upgrade Pre-Installation Pre-Upgrade Tips

Database Tier Installation Troubleshooting

Application Tier Installation

Report Tier Installation Installation Tips

Collation Conversion Collation Conversion Tips

Questions & Answers

Agenda

Costpoint 7.0 Overview

Costpoint 7.0 was released on March 30, 2012

It is a totally web-based application There is no client/server component

There are four tiers… Application Tier (Weblogic) Report Tier (Actuate) Database Tier (Oracle/Microsoft SQL Server). Web Tier (Microsoft Internet Information Server)

Installation/Upgrade Overview

Ensure that system meets prerequisites

Install Database tier software

Install Application tier software

Install Report tier software

Install Web tier software (optional)

Run collation conversion tool (MSSQL only)

System Requirements

Database 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

System Requirements (cont.)

Report Tier… Windows Server 2008 R2 Windows Server 2008 x64

Browser Client… Windows 7 Windows XP Professional SP3 Windows Vista SP2 Internet Explorer 9.0 Internet Explorer 8.0

System Requirements (cont.)

Web Tier… (optional) Windows Server 2008 R2 Windows Server 2008 x64 Microsoft Internet Information Server 7.0

Upgrade Prerequisites

You can only upgrade to Costpoint 7.0 GA from: Costpoint 6.1 SP2 Costpoint 7.0 LA

You do not have to have Costpoint 6.1 SP2 Web before upgrading

Upgrade Pre-Installation

If you are upgrading, you must complete the following steps: 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.

General Pre-Upgrade Tips

Contact Account Manager about custom work well in advance of 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

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Costpoint Pre-Upgrade Tips

Check 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 process

Run Purge Report Table Data Utility in Costpoint There is no permanent data loss; report tables can be rebuilt Can significantly improve performance of upgrade scripts

Run 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 process

General Pre-Upgrade Tips cont…

Perform at least one test upgrade, with one final “clean” test attempt…

Keep a log of all the issues you encounter and the solutions provided Note time taken to complete

Perform 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

Oracle Pre-Upgrade Tips

Turn archive logging off… To reduce overhead.

Disable logging on large tables… To reduce overhead

Perform a database re-org… To defragment database

Compute statistics… To make sure they are as accurate as possible (for performance)

Set PASSWORD_LIFE_TIME UNLIMITED for default profile when upgrading to 11g…

In Oracle 11g, all users passwords are set to expire in 180 days by default

MSSQL Pre-Upgrade Tips

Switch to simple recovery mode… To reduce logging overhead

Shrink database… To reset logs and conserve space

Oracle Database Tier Installation

Enable 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.

MSSQL Database Tier Installation

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)

Enable databases to support JDBC distributed transactions

Enable databases to support XA transactions

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 LA

Choose database platform (Oracle/MSSQL)


Select Oracle home directory… Install reads registry to display Oracle homes.


Enter 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)

MSSQL Database Tier Installation

Enter transaction database information… IP address or hostname (Cannot be “localhost”) Port (1433) Database Name (DELTEKCP) Instance Name (LOCAL) DELTEK password SA username/password

Database Tier Installation

Test 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.


Pre-Upgrade Validation Information…• Cannot continue until these are addressed.


Test 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.


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.


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)

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Troubleshooting

How 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…

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Troubleshooting


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Troubleshooting


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Troubleshooting



Application tier installation installs: Weblogic 12.1.1 software Costpoint 7.0 software

Application tier server cannot contain: Any other version of Weblogic Any other version of Costpoint Web

Application tier server hostname cannot contain an underscore.

Ex. “APP_SERVER1”


Application 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


Choose 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


Choose 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


Choose Weblogic installation directory Default is C:\Oracle\Middleware12.1.1 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)


If 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


Add 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…

Report Tier Installation

Report tier installation installs: Actuate iServer for Windows version 11 SP3

Report 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 the install 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.


Run DeltekCostpoint70ReportTier.exeUser running the report tier installation MUST be in the

CostpointToolsGroupRun as Administrator

Choose install directory Default is C:\Program Files (x86)\Actuate11SP3

Choose Costpoint 7.0 path (CP 6.1 SP2 c/s) Browse to shared UNC path on app tier server (C:\Deltek)


Actuate iServer Windows Service Information Enter username/password for Actuate iServer Windows service.

Must be member of CostpointToolsGroup

Review installation parameters.

Install

Installation Tips

Avoid pointing install to existing Costpoint 6.1 SP2 Web directories 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 underscore

Remember 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.

Installation Tips cont…

Run install exe’s on the appropriate tier servers… Use Run as Administrator option, even if you are logged on as admin

Make 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

Collation Conversion

For MSSQL, we strongly recommend the use of SQL_Latin1_General_CP850_BIN collation…

To support more efficient data filtering and sorting

This binary collation is case-sensitive

Costpoint 7.0 ships with a Collation Conversion tool… Tool only changes collation, it does not convert data

Collation Conversion

Collation conversion changes all of the following data types to BINARY

CHARVARCHARTEXT

In general terms, a customer can expect the following performance:

“Small” database (2 GB) 3-4 hours “Large” database (15 GB) 6.5 hours

Not required when doing new install

Collation Conversion Tips

If upgrading from 6.1 SP2 client/server… CPADMIN and CPSYSTEM databases are created with same collation

as existing transaction DB

Errors referencing failed foreign key creation… Typically mean there is mixed-case dependant data

Questions & Answers

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Technology

Deltek Insight 2012: Deltek Costpoint 7.0 Installations and Upgrades