EPM Live 2013 - Installation Guide

EPM Live 2013 - Installation Guide
Copyright 2014 by Upland Software. All rights reserved.
Table of Contents
EPM Live 2013 - Installation Guide ............................................................................................................. 4
Installation Guide Disclaimer ........................................................................................................................................ 5
Introduction to EPM Live 2013 - Installation Guide............................................................................................. 6
Pre-Installation.................................................................................................................................................... 7
Pre-Installation Setup ...................................................................................................................................................... 8
Required Information Prior to Installation............................................................................................................. 12
Client Desktop Setup (Optional)................................................................................................................................ 15
EPM Live Installation...................................................................................................................................... 17

EPM Live Installation Package .................................................................................................................................... 18
Deploy Solution Files & Create EPM Live Database .......................................................................................... 22
Web.config Modifications ............................................................................................................................................ 26
Verify Services................................................................................................................................................................... 29
Run Powershell Script on All Servers ....................................................................................................................... 30
SharePoint Central Administration Configuration ............................................................................. 31

Configuration in SharePoint Central Admin ......................................................................................................... 32
Set Up Upland Analytics ............................................................................................................................................... 34
How Do I Manage EPM Live in SharePoint Central Administration? (On-Premise Customers) .......36
Update Upland Analytics Key ..................................................................................................................................... 47
Create an EPM Live Site Collection .......................................................................................................... 50

Create New Site Collection .......................................................................................................................................... 51
Setup PPM Backend Site............................................................................................................................................... 53
Run the Setup Wizard.................................................................................................................................................... 55
Getting Started Resources........................................................................................................................... 59

Getting Started Resources ........................................................................................................................................... 60
Disaster Recovery Considerations ............................................................................................................ 61

Disaster Recovery Considerations............................................................................................................................. 62
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Installation Guide Disclaimer

The EPM Live application has a number of important components, installation
steps, and security considerations. Please do not attempt to install EPM Live on
your own. It is highly recommended that you work with an EPM Live Installation
Specialist and/or your EPM Live Account Manager.
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Introduction to EPM Live 2013 - Installation

Guide
This Installation Guide includes the Pre-Installation Setup and Installation Steps for
installing and activating EPM Live. This guide is specific to the latest EPM Live version 5.x,
which is for SharePoint 2013.
Installers Knowledge Pre-requisites

The person installing EPM Live must have the following knowledge/skillset:
SharePoint 2013 Administration

SQL Server Administration
SQL Server Reporting Services (SSRS) Administration
Internet Information Systems (IIS) Administration
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Pre-Installation
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Pre-Installation Setup
SQL Server 2012
SQL Server 2012 must be installed and configured for use by SharePoint. During the SharePoint
installation, do NOT install using SQL Server Express. If SQL Server Express is used for SharePoint, the
EPM Live installation will not be able to take place and SharePoint will need to be re-installed.
SP1 is required for SQL Server 2012.
SQL Server 2012 Reporting Services is required for use with EPM Live.
Mixed Mode Authentication for SQL

This is required, because EPM Live uses a SQL Authenticated Account. This is required in order
to complete installation of EPM Live.
The authentication is either Windows or SQL/Windows (Mixed). If your environment is Windows,
change it to Mixed.
A SQL authenticated user is required for a connection string that will be stored in the registry.
This user will be created during installation or ahead of time if needed.
Microsoft Office SharePoint 2013

SharePoint 2013 (Server and Foundation editions are both supported) must be installed and
configured before installing EPM Live.
On-Premise installations of EPM Live are only performed and supported on dedicated SharePoint Farms
(SharePoint Foundation as a minimum requirement). A Dedicated SharePoint Farm is defined as a
SharePoint installation in which EPM Live will be the primary solution installed on the farm without
additional SharePoint applications installed on the farm.
Note that EPM Live recommends running the 2013/5.x software on a farm architecture with a minimum
of one WFE/App server and one database server, as shown below:
Service Packs
EPM Live recommends that Service Pack 1 be installed.
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March and April CUs are the minimum requirement. Note: This patch level is required for Cloud
configuration installs.
Current EPM Live Cloud version:
15.0.4505.1002
April 2013 CU
SharePoint Foundation 2013
Note: If the client domain contains commas, there is an issue that has been fully resolved with the
November 2014 CU.
EPM Live on its own SharePoint Farm

EPM Live requires its own SharePoint farm. There are two main reasons for this.
1. Performance: If your organization is sharing the farm with other sites and applications, its
impossible for the EPM Live team to give accurate performance recommendation, since we dont
know what is happening on the other sites.
2. Risk of interference: If your organization has other sites and applications, its very possible that
our software can interfere with your other sites, and vice versa. We cant know what kind of
customizations are going to be done in the other site, and how those customizations will interact
with our software. Also, some of our solutions are deployed globally which means that our
software may interact with your other site collections. It would be possible for someone with the
right permissions to try to activate an EPM Live feature that may cause damage to the other site.
Because of this, we see using a shared farm as a risk to both our sites and your other sites.
Web Application Setup

EPM Live requires that the SharePoint farm should have a Web Application created specifically
for EPM Live. On-Premise installation of EPM Live are only performed and supported on
dedicated SharePoint Farms (SharePoint Foundation as a minimum requirement). A Dedicated
SharePoint Farm is defined as a SharePoint installation in which EPM Live will be the primary
solution installed on the farm without additional SharePoint applications installed on the farm.
EPM Live supports both Forms and NTLM (Windows) authentication. SharePoint 2013 is all
claims based authentication, whether Forms or NTLM.
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Load Balancer
If using Project Publisher, must set the "persistence" setting in your Load Balancer to "Source IP."
SQL Server Reporting Services (SSRS)

SSRS is a component of SQL and is installed using the same installation files that were used for SQL
itself.
SQL Server Reporting Services (SSRS) 2012 with SP 1 must be installed on a SharePoint server,
configured in SharePoint Integrated Mode. Install both components from the SQL Installation Media
on a server connected to the SharePoint Farm.
Note: This is required before a new site collection can be created from the Out of Box EPM Live site
templates.
SQL Server 2012 R2 Reporting Services Add-in for Microsoft SharePoint

This add-in must be installed and configured for SSRS to operate properly with the SharePoint Farm.
The add-in must be installed on all SharePoint servers in the farm. This can be installed as part of the
SQL installation, or downloaded here:
http://www.microsoft.com/en-us/download/details.aspx?id=35583
Microsoft Report Viewer 2012

The Microsoft Report Viewer 2012 Redistributable Package can be downloaded at the following URL:
http://www.microsoft.com/en-us/download/details.aspx?id=35747
Internet Connectivity
Confirm Internet connectivity from the SharePoint Farm server running Central Admin. Internet access
without a proxy will be needed to properly authenticate the EPM Live key. If Internet access is not
available, please provide the farm GUID.
Internet is required for installation of applications. There are no other alternatives at this time. If a
proxy server that does not require authentication is used, please refer to the following article to create a
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configuration file for the WorkEngine timer service so that the service can access the internet to
download application content.
Article: https://epmlivesupport.desk.com/customer/portal/articles/841857
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Required Information Prior to Installation

SharePoint Application Pool Account (if different than Farm
Account)
Account must be domain account and not built in service account. This account will also be used to run
Timer and Queue services that will be installed into Windows Services. Account must be granted rights
to Log On as Batch Job and Log on as a Service. This account must be a Local Administrator on all
servers.
The Web Application on which you want to install

This is the default web application to which you are installing EPM Live. If there are existing non-EPM
Live sites, EPM Live requires creating a brand new farm.
SharePoint URL
This is the URL of the site that will be created using EPM Live. EPM Live does not recommend hosting
this site at the root of a web application.
For example, http://epm.epmlive.com/sites/epmlive
Upland Analytics URL

There will be a separate IIS site created for Upland Analytics that must be accessible by the End users. A
DNS entry will be needed for this url. The IIS site will be created during installation.
For example: http://epmreports.epmlive.com
API URL
There will be a separate IIS site created for EPMLive API. This site only needs to be accessible to the end
users if a third party integration is being used. The IIS site will be created during installation.
For example: http://epmapi.epmlive.com
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SSL Certificates
If SSL is needed for the above URLs, please ensure to have the certificate imported into IIS and added to
the IIS site accordingly in the binding settings within IIS manager. This must be done on all WFE servers
as well as the APP server that is running the WorkEngine Timer service. The entire SSL certificate chain
must also be added into SharePoint central admin under the Manage Trusts page. This means that if
you have a root certificate, intermediate certificate, etc. that they must all be uploaded into the Manage
Trusts page separately as per the example below.
Note: This also includes environments that are using SSL offload.
Database Server and authentication information

Multiple databases are created in SQL for EPM Live. EPM Live relies upon a SQL Authenticated account
for internal database requests. Mixed mode authentication must be enabled.
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Reporting Services URLs

This is the full URL to the report server instance. For example, http://server1.company.com/_vti_bin/
reportserver. Prior to the installation, validate that SSRS has been successfully installed by browsing to it
from a local client machine and from each WFE server.
Farm GUID
This step is only necessary if you do not have Internet Access available on the application box that runs
SharePoint Central Administration. This must be provided for each SharePoint farm that will have EPM
Live installed.
Note: The farm GUID can be found by either of the following:
Using Powershell. Powershell: $farm = Get-SPFarm $farm.Id
Once EPM Live is installed, the Feature Keys page (located in Central Admin) lists the Farm GUID.
Hardware ID
There is an optional feature called Designer Forms. If planning to use Designer Forms in any EPM Live
Lists, you will need to activate the feature with an activation key. EPM Live will provide a unique
activation key based your server Hardware ID.
To get your Hardware ID, run the following executable file on EACH Web Front End Server:
http://app.ecwid.com/download/1244062/aaf44c4bc212a5bc352ce6ba79e827cc/HIDGenerator.exe
Contact your EPM Live Installation Specialist and provide them with your Hardware ID(s). They will then
provide you with the necessary Activation Keys. Please note, it will take approximately 2 business days
for the activation key(s).
After the Designer Forms feature has been activated, the Site Feature must be activated. Then, Designer
Forms can be created from scratch in any EPM Live List. Also, some pre-created Designer Forms may be
available in the App Marketplace.
License Keys
Locate the email with license keys for the environment.
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Client Desktop Setup (Optional)

The following software and add-ins are to be installed on the client/user machines.
These are optional, based on whether your organization will be using these particular
features within EPM Live.
SharePoint Designer 2013

If web page customization is needed install SharePoint Designer 2013 accordingly. Depending on the
amount of customizations to the web pages, SharePoint Designer 2013 may need to be installed in
order to make customizations to the web pages.
Active-X Controls
Most Active X controls have been removed; however, one admin page and one end user feature will
require the installation of Active X components. If your organization will be using the Portfolio Cost
Views feature, each admin and end user who will configure or use that feature needs to download the
v5.5 Active X control.
Silverlight 4.0
Required for some of the EPM Live charts. Alternatively, there is an html chart web part that may be
created instead of any of the Silverlight chart web parts.
Any administrator who will be configuring the use of EPM Live Designer Forms (SP Forms Designer)
must have Silverlight installed.
Microsoft Project & EPM Live Project Publisher

Microsoft Project (2010 or 2013) / Project Publisher (2010)
Only required for end users that will be publishing Microsoft Project plans to SharePoint. Project
Publisher requires internet access to activate.
The version of Project Publisher normally matches the version of Microsoft Project. Project
Publisher 2010 works with both Microsoft Project 2010 and 2013.
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If you are using Project 2007, you will be required to use a custom macro to publish to
SharePoint.
Trusted Sites
EPM Live recommends that the new Web Application URL be entered in the Trusted Sites for all end
users to avoid any issues. \
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EPM Live Installation
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EPM Live Installation Package

Download Installation Files
Installation files can be downloaded at http://downloads.epmlive.com. You will need the order number
and email address associated with your order.
Run the EPM Live Installation Package

The following steps need to be run on the server running the SharePoint Central Admin website.
1. Right-click the installation package, and choose Run As Administrator
2. Click Next on the opening page of the installer
3. Read the EULA details, and select the I Accept radio button. Click Next.
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Installation Package Custom Setup Window
The Custom Setup page will allow you to change the installation path if needed. If you would prefer to
change the path or drive that EPM Live installs to, click the Change button. Otherwise, click the Next
button.
Note: You will need to do this for EACH feature that is being installed.
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Installation Package - Username & Password
1. Enter in the Username and Password of the Application Pool account. This account will be
used to install the EPM Live Timer and Queue service. These are Windows Services, so the
account will need to be a local administrator on the Application Server. Note: The username
must be in the format of domain\username.
2. Click Install. The wizard will process the installation for a few moments.
3. The wizard will finish installing the services. If there are any errors, troubleshoot them as
needed. If there are multiple servers in the farm, the installer may error stating that the solutions
did not deploy in a timely manner. Disregard these messages. Click Finish when it is done.
Installation Steps for SharePoint Farm with Multiple Web Front

End Servers
Alternative Farm configuration with multiple Web Front Ends (WFE). The following needs to be done on
each Web Front End server, including the Application server(s).
Each additional WFE run the EPM Live installer. However, ONLY select the WorkEngine Core,
nothing else (NOT the Application Server or its child items).
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Each WFE configure the Loopback. Refer to the following article, in which method one is the
recommended method: http://support.microsoft.com/kb/896861.
Each WFE The host file needs to point the URL back to its own loopback IP address. This
prevents a double-hop issue.
Additional Step for SharePoint Farm with Multiple Central

Administration instances
Farm configuration with multiple Central Administration instances requires an IISRESET after the
installation package is run. Be sure this is done prior to moving on to the next steps.
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Deploy Solution Files & Create EPM Live

Database
You will manually deploy the EPM Live solution files into SharePoint.
Run Powershell Command to Deploy Solution Files

Open SharePoint Powershell. Run the following Powershell command:
Note: This will deploy the solutions to the specified web app. Be sure to replace the URL with your
URL.
Install-SPSolution -Identity workenginecore.wsp -GACDeployment -CompatibilityLevel {14,15} webapplication https://company.epmlive.com -force

Install-SPSolution -Identity workenginewebparts.wsp -GACDeployment -CompatibilityLevel {14,15} webapplication https://company.epmlive.com -force
Install-SPSolution -Identity workenginetimesheets.wsp -GACDeployment -CompatibilityLevel {14,15} webapplication https://company.epmlive.com -force
Install-SPSolution -Identity workenginedashboards.wsp -GACDeployment -CompatibilityLevel {14,15} webapplication https://company.epmlive.com -force
Install-SPSolution -Identity workenginepfe.wsp -GACDeployment -CompatibilityLevel {14,15} webapplication https://company.epmlive.com -force
Install-SPSolution -Identity workengineforms.wsp -GACDeployment -CompatibilityLevel {14,15} webapplication https://company.epmlive.com -force
Install-SPSolution -Identity workenginereporting.wsp -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workengineworkplanner.wsp -GACDeployment -CompatibilityLevel {14,15} force
Install-SPSolution -Identity workenginesynch.wsp -GACDeployment -CompatibilityLevel {14,15} -force
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Verify Solutions
Installing EPM Live creates a number of new solution files in SharePoint. Make sure these solutions
installed properly, and were deployed to the correct Web Application. In Central Administration, click
the Manage Farm Solutions link under the Farm Management heading of System Settings. Make
sure that all solutions listed in the previous step have a status of Deployed. If they are not globally
deployed, ensure that they have been deployed to the web application that EPM Live is being installed
on only with the exception of the "workenginecore.wsp" solution file. This solution is deployed to the
central administration web application as well.
Note: If they are not globally deployed, ensure that they have deployed to the EPM Live Web
Application.
Create New Database
1.
2.
3.
4.
Navigate to SharePoint Central Admin.

Open General Application Settings.
Open WorkEngine Administration.
Open Application Settings.
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5. Click the Create Database button to create the EPM Live Database.
Create Database Name
1. Enter the Server Name.

2. Enter a Database Name. It is recommended to call it EPM Live.
3. Do not enter a Username or Password. Leave the fields BLANK.
Note: If this page errors, you may need to use a SQL authenticated account to create the database. The
Username and Password fields on this dialogue box only accept SQL Authenticated credentials, not
Windows Authenticated. This account will need to have Sysadmin rights in SQL to create the database.
Once the database is created, you can remove the sysadmin rights and change the connection string to
use Trusted_Connection as in the example.
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New Database Connection String
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Web.config Modifications
Make the Following Changes to your Web.config
There are some minor changes that need be made in the web.config.
NOTE: Prior to changing the web.config file, save a back-up copy of the original. Do this on the Central
Admin server and any additional Web Front End servers.
1. Find the web config for the EPM Live Web Application.
2. Edit the web config file in notepad and search for the providers section. Change this value to
true.
3. Above the line you just found, add the following line:
<add name="MultiAppCustomSiteMapProvider"
type="EPMLiveCore.MultiAppCustomSiteMapProvider, EPM Live Core, Version=1.0.0.0, Culture=neutral,
PublicKeyToken=9f4da00116c38ec5" />
<add name="EPMLiveQuickLaunchProvider"
type="EPMLiveCore.Controls.Navigation.EPMLiveQuickLaunchProvider, EPM Live Core, Version=1.0.0.0,
Culture=neutral, PublicKeyToken=9f4da00116c38ec5" />
5. Search for the modules section. You will need to apply the following line item to the end of the
section, if its not already there. Be sure to check first.
<add name="Session" type="System.Web.SessionState.SessionStateModule" />
6. Search the web config file for ReportViewerMessages. Comment out this line by adding  after it, like this:

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7. In the </appSettings> section, add the following key: (Note: This is only for windows authentication.)
<add key="Prefix" value="i:0#.w|" />
<add key="Domain" value="YourDomainHere" />
Replace YourDomainHere with your user domain. (Ex: If your login is corp\username then put corp
where it says YourDomainHere.)
8. Save the web config file and close it.
9. Reset IIS.
Add the following to the web.config on all servers before the

closing </configuration> tag
<system.web.extensions>
<scripting>
<webServices>
<jsonSerialization maxJsonLength="2147483647"/>
</webServices>
</scripting>
</system.web.extensions>
Add Execution Timeout to web.config
Add executionTimeout=3600 to the web.config file. Search for httpruntime from the top of the
web.config file.
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Change Enable Session State to true
By default, the enablesessionstate is set to "false."

Search for enableSessionState from the top of the web.config file. Change the value from "false" to
"true." Ensure to use lowercase letters.
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Verify Services
EPM Live installs two Windows Services, PortfolioEngine Queue and WorkEngine Timer
Service. These services will only be installed on the application server where all EPM Live
components were installed.
Verify PortfolioEngine Queue Service

Click on Start, then under Administrative Tools, select the Services applet. Scroll down until you find
the PortfolioEngine Queue and make sure its status is set to Started. Start the service if it is
stopped.
Verify WorkEngine Timer Service

Click on Start, then under Administrative Tools, select the Services applet. Scroll down until you find
the WorkEngine Timer and make sure its status is set to Started. Start the service if it is stopped.
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Run Powershell Script on All Servers

The following is to prevent an issue where in some cases the license type is unable to be
changed/set due to a denied access issue.
Run the Script

1. Run the following PowerShell script on ALL servers.
2. Reset IIS.
$contentService = [Microsoft.SharePoint.Administration.SPWebService]::ContentService
$contentService.RemoteAdministratorAccessDenied= $false
$contentService.Update()
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SharePoint Central Administration Configuration
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Configuration in SharePoint Central Admin

After the installation has completed, finish configuration steps in Central Administration.
Activate the Feature Key
EPM Live will need to be activated in order to use the new functionality. In Central Administration,
General Application Settings, click the Feature Keys link under the WorkEngine Administration
heading. You should have received a Primary Feature Key from EPM Live to activate your installation. If
you servers do not have internet access, or are behind a proxy, you will need to use a manual key.
Simply send the Farm Guid found on this page along with your key to your EPM Live representative,
and they will assist you.
Enter your key into the Add Key section of the Feature Key page and click the Activate button. You
should see the key listed in the top part of this page, along with each feature you have access to and
how many users are active for each feature.
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Update RSQL Server Reporting Services Information
Click the Application Settings link under the EPM Live Administration heading of the General
Application Settings page. This page displays the connection string used for EPM Live for each Web
Application, as well as the SSRS information. Be sure to enter the URL for Reporting Services for your
EPM Live web application, along with the Use Integrated Mode box.
In the Username and Password fields, you must enter the service account that is running the web
application on which EPM Live is installed. Enter the username in the form of domain\username. This is
the account that will be used to authenticate to SSRS, so it must have the permissions to read and
execute in SSRS.
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Set Up Upland Analytics

This article explains how to set up Upland Analytics in your EPM Live environment. EPM
Lives newest BI tool, Upland Analytics, is available as of v5.5. To properly install and
activate the Upland Analytics feature, contact your EPM Live Installation Specialist for
assistance.
1. Prepare for Upland Analytics

One server must be chosen to run the Upland Analytics sites. This server will need two new DNS entries
pointing to it, one for API and one for Reporting.
Download the following files before installation of Upland Analytics:
http://downloads.epmlive.com/downloads/propertybagsettings2013.zip
http://downloads.epmlive.com/downloads/clients/api.zip
http://downloads.epmlive.com/downloads/clients/uplandanalytics.zip
Extract the API and UplandAnalytics folders to the folder that EPM Live was installed in.
In the API folder, modify the web.config. Change the value for Web Application to match the
name of the IIS Site that hosts the EPM Live site collection.
In the Upland Analytics folder, modify the izenda.config file and fill out the connection string to
go to the Reporting database.
In the Upland Analytics folder, modify the web.config file and fill out the connection strings to
go to the Reporting and EPM Live databases.
2. Create New IIS Sites

Create new IIS Sites for each API and UplandAnalytics.
Each site should use the same application pool as the site hosting EPMLive.
Typically we use a host header for each of these sites; i.e. epmapi.epmlive.com and
epmreporting.epmlive.com.
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3. Update Property Bag

Extract the propertybagsettings2013 zip file and place the wsp somewhere accessible on the
server.
Run the following command to add the solution to the sharepoint farm:
Add-spsolution literalpath c:\... (point that to the file)
In Central Admin, under System Settings, click on Manage Farm Solutions.
Deploy the PropertyBagSettings solution globally.
Under System Settings, there should now be a link to customize the property bag. Click it.
Click the button next to the farm section to modify the property bag for SharePoint_Config
Add a new property:
Key: UplandAnalyticsURL
Value: use the URL you set for the host header of the UplandAnalytics IIS Site.
(http://epmreporting.epmlive.com)
Select the EPM Live application from the drop down, and click the button to modify the property
bag for it.
Add a new property:
Key: EPMLiveAPIURL
Value: use the URL you set for the host header of the API IIS Site. (http://epmapi.epmlive.com)
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How Do I Manage EPM Live in SharePoint

Central Administration? (On-Premise Customers)
This article will show you the EPM Live settings available in SharePoint Central
Administration. This article applies only to On-Premise customers.
1. Open SharePoint Central Administration
From the Server Start Menu, select SharePoint 2013 Central Administration.
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2. Open General Application Settings
Under the Central Administration Heading, select General Application Settings.
3. EPM Live's Settings Section
Under the WorkEngine Administration section, EPM Live has the following links for management of
EPM Live.
Feature Keys
Reporting Configuration
Queue
Application Settings
Active Servers
Solution File Versions
Create Site Collection
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Manage Email Templates
3.1 Feature Keys
This page shows the EPM Live keys that have been activated in your SharePoint environment. The keys
enable (allow) for the various EPM Live features, settings, and tools to be available on your server(s).
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This page is also where additional keys are added, such as when additional users are purchased, or new
functionality is to be enabled. If needed, the Farm Guid is shown on the page, under the field for
activating new keys.
When a user is disabled in EPM Live, it is recommended to come to the Feature Keys page to remove
that user from whichever features that user was active. This will free up the license access to that/those
features for an additional user.
Note: For customers whose servers do not have internet access, a "special key" will be created for your
organization. To create the special key, you will need to provide your Farm Guid to your EPM Live
Account Manager.
3.2 Reporting Configuration
This page shows each site collection's mapping to its EPM Live Reporting Database. New mappings can
also be set up here. The mapping details include:
Site Collection
Database Server
Reporting Database Name
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3.3 Queue
This page allows for management of the EPM Live Queue (Timer) settings.
1. Enter the number of seconds for the Queue Interval. This specifies how often the queue
attempts to retrieve items awaiting the queue.
2. Enter the Thread Count. This specifies the number of concurrent threads the queuing system
will run.
3. Enter the Security Thread Count. This specifies the number of concurrent security threads the
queuing system will run.
Version Note: The Security Thread Count feature is available as of version 5.6.9.
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3.4 Current Queue Status
This page shows the current Queue Status for the selected Web Application.
3.5 Application Settings - Solution Deployment
This page shows which EPM Live solution files have been deployed on the server.
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3.6 Application Settings - Database Connection String
This page displays the connection string used for EPM Live for each Web Application. The Connection
String needs to be entered for the EPM Live web application, as well as Central Administration. If your
Central Administration web application doesnt have a connection string, you can copy it from the EPM
Live web application. The Status dialog will turn green when you click Save Settings if your connection
string is entered properly.
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3.7 Application Settings - Reporting Services Configuration
This page shows the SSRS information. Be sure to enter the URL for Reporting Services for your EPM
Live web application, along with the Use Integrated Mode box.
3.8 Active Servers
This page shows the active Web Front End (WFE servers) in the SharePoint Farm. If you have a "server"
key rather than "user" key, you would be able to specify the server(s) on which to activate the key.
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3.9 Solution Files Versions
This page shows each of the EPM Live Solution Files and their corresponding version numbers.
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3.10 Create Site Collection
This page is the recommended approach for new EPM Live Site Collections. Using this method ensures
that the EPM Live templates, settings, etc. are set up correctly in the new Site Collection.
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3.11 Manage Email Templates
This page shows the email templates that go out to users. Example emails include when a new user is
added to a site, when a new comment has been entered, when a user is assigned to a work item, and
when a project manager's project has pending updates in the Online Project Planner. You may edit the
body of these emails as needed.
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Update Upland Analytics Key

Note: These instructions are for on-premise customers only.
The Upland Analytics license key expires annually for on-premise customers. This article
explains how to replace your expired Upland Analytics key with your new key each year.
The actual key will be sent in an email from the Upland EPM Live team.
1. Navigate to Server
Navigate to your server that hosts Upland Analytics.
2. Open IIS Manager
1. Select your site that hosts Upland Analytics.

2. Click the Explore link.
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3. Open web.config
This will open up Windows Explorer.

Search for web.config and open with Notepad.
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4. Replace License Key
Find the old value for IzendaLicenseKey and replace with the new value that was provided.
Save file.
Close file.
5. Reset IIS
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Create an EPM Live Site Collection
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Create New Site Collection

Create the Site
Click the Create Site Collection link under the EPM Live Administration heading of the General
Application Settings page in Central Administration.
Select Web Application
1. Select the EPM Live Web Application.

2. Give the new site a title and description.
3. Select the new URL. Note: It is highly recommended to create the site collection at a managed
path rather than at the root of the web application. However, there must also be a SharePoint
site create at the root of the web application (as it is a requirement for SharePoint and SSRS).
This root site does not have to be an EPM Live site. It should be created as an out-of-the-box
SharePoint site, such as a Team Site. The "everyone" group must have read access to this site in
order for SSRS to work correctly.
4. Be sure that the PortfolioEngine or WorkEngine Site App solution is selected in the dropdown.
5. Use the Service Account for the Primary Site Collection Administrator.
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Create Reporting Database
1. For the Reporting Database section, select the New radio button.
2. Enter the SQL Server name and a database name. EPM Live recommends using the site name
and appending _Reporting to make it easy to find.
3. When finished, click the OK button.
When your new site collection is created, you will be directed to the new site collection. There are now
additional steps to be completed in the site collection. Refer to the next lessons to complete the
installation process.
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Setup PPM Backend Site

When directed to the new site collection, there is also a PPM site to be created on the
back-end.
Open the Setup PPM Site
Navigate to the EPM Live Setup page by adding _layouts/ppm/setupppm.aspx to the end of the URL
of your site.
Setup your Site
Leave the Base Path as it is pre-populated. Enter in your Product Key for EPM Live and the Company
name exactly as it was received by EPM Live. The database name you enter into the Database
Information section will be created in SQL by EPM Live. Enter your Database Server name. Typically the
Database Name will be your base path followed by _EPM Live. The User Name and Password will also
be created in SQL as a SQL Server Authenticated Account. This account is used for back end
communication with the EPM Live database. Click Setup Site.
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Complete Setup
Reload the Setup Status page until you receive the Complete status.
Note: If the status stays as "Queued" after several minutes of refreshing the page, make sure the
WorkEngine Timer service is started. If the service is started, then try restarting it and the job should
run.
Registry Modifications
There are some additional minor changes that need to be made to the registry after the PPM site setup
is complete.
Export the Registry Key

On the initial server install (Central Admin Server) export the following registry key.
1. Type regedit in a command prompt and navigate to the following key location.
HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\EPMLive.
2. Right click on EPMLive as show above and click the export option.
3. Save the file somewhere easy to find and copy the file to all additional web front end servers and
application servers.
Import the Registry Key

To import the key onto additional servers double click the registry file you exported and saved from
previous steps. You will be prompted to ask if you are sure you want to do this. Click the yes button.
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Run the Setup Wizard

Navigate back to the home page of your new site collection. The Setup Wizard pup up
will appear. The Start Up Wizard must be completed.
Run the Setup Wizard
Follow the link to get to the site you just created. A window will pop up guiding you through the Setup
Wizard. Click Next.
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Enter Reporting Database Information
Enter the Username and Password of the account that will be used in the data sources for the SSRS
reports.
Be sure to select the "Use as Windows Credentials" box if using the web application account in the
format of domain\username. Alternatively, a SQL account can be used instead, so that the EPM Live End
Users (typically a site collection administrator) can create their own adhoc SSRS reports. This way, the
service account and credentials would not have to be given to the end users, nor do the end users need
direct access to the reporting database. Instead, the SQL account credentials would be given. A SQL
account is better for security reasons and administration overhead. If using a SQL account, do NOT
select this checkbox, and ensure that the account specified has at least datareader permissions to the
reporting database as well as execute permissions for all the stored procedures that have the "dbo."
prefix.
Click Next.
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Select Services Run Times
Set a time for the Notifications, Timer, and Reporting Refresh Services to run. Typically these are set to
run late at night, or during off hours. Click Next. The Timer calculates recalculates fields that are the
Total Roll Up field type. The Timer runs on any lists on the Timer Settings page.
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Finish the Setup Wizard
If you select Yes, you will be directed to the Getting Started Page. If you select No, you can return to
the additional configuration steps (Get Started page) later. Click Finish.
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Getting Started Resources
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Getting Started Resources

Online Resources
EPM Live 2013 Admin Guide with step-by-step instructions for how to manage and configure
your EPM Live Site Collection: Click Here.
EPM Live Website: http://epmlive.com
Support Community: http://support.epmlive.com
Training Documentation Site: http://upland.screenstepslive.com/s/EPMLive2013
Upland University: http://uplanduniversity.com
ActiveX Controls: http://downloads.epmlive.com/portfolioengine/ (These are only necessary for
users who will be managing or viewing the Portfolio Cost Views Reports.
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Disaster Recovery Considerations
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Disaster Recovery Considerations

EPM Live aligns with the Microsoft processes and best practices for SharePoint. There are
three primary ways to do the backup/restore of the SharePoint environment; EPM Live
supports all three:
Backup/Restore via the UI
Backup/Restore via a command line
Backup/Restore via the content DB backup
In addition to SharePoints standard process for backup and restore, do the SQL DB
backup and restore on the following custom EPM Live databases:
EPM Live Content DB (also referred to as the EPM Live Reporting DB) This is only
needed if snapshot data has been saved, if snapshots have been taken.
EPM Live DB (Timesheets) This is only needed if timesheets are in use. If not using
Timesheets (and there is no historical timesheet data), the installer can be rerun to
create the DB rather than doing a backup/restore of this DB.
PortfolioEngine DB (only if the Enterprise Level Portfolio Resource and Cost
Planning tools are in use either configuration and/or saved portfolio data).
IMPORTANT NOTE: The version of SharePoint and EPM Live has to be the same on both
the source farm and destination farm.
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