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CAPPM14.

3:
InstallationwithOracle200

<Brand><Product>

Clarifier(whatcomesafterthecolon)
LabGuide
LabGuide

33CLR24029 <coursecode>

33CLR2402LG1 <inventorycode>
PROPRIETARYANDCONFIDENTIALINFORMATION

2016CA.Allrightsreserved.CAconfidential&proprietaryinformation.ForCA,CAPartnerandCA
Customeruseonly.Nounauthorizeduse,copyingordistribution.Allnamesofindividualsorofcompanies
referencedhereinarefictitiousnamesusedforinstructionalpurposesonly.Anysimilaritytoanyreal
personsorbusinessesispurelycoincidental.Alltrademarks,tradenames,servicemarksandlogos
referencedhereinbelongtotheirrespectivecompanies.TheseMaterialsareforyourinformational
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Materials.ProvidedwithRestrictedRights.

CAPPM14.3:InstallationwiithOracle200

Lab11In
nstallJ2SESDKonWindows1
Lab12SSetUpEnviro
onmentVariiables2
Lab21In
nstallApach
heTomcat5
nstallCAPPM7
Lab31In
Lab41C
CreateandC
ConfigureOracleDatabases11
Lab42LLoadtheOraacleCAPPMDatabase16
Lab43C
CreateandC
Configurethe
eOracleDattaWarehousseDatabase18
Lab44Im
mporttheO
OracleDataW
WarehouseD
Database21
Lab51In
nstallTomcaatforJasperrsoft23
Lab52C
CreatetheJaaspersoftTablespaceandUser25
Lab53In
nstallJasperrsoftonWindows26
Lab54C
ConfigureJasspersoft35
Lab61C
ConfigureCA
APPM,DataWarehouse
e,andJasperrsoft37
Lab62In
nstallPMOA
AcceleratorandJasperso
oftContent44
Lab63C
Completethe
eSetupandRunIntegraationJobs46
Lab64R
RunaHealth
hReport52
Lab65SSetLogFileO
Options54
Lab66V
ViewServerLogsinCSA56
Lab71V
ValidatetheCompleteIn
nstallation59
Lab72In
nstallOpenWorkbench61
Lab73In
nstalltheMicrosoftProjjectInterfaccewithSchedduleConnecct64
Lab81B
BackUptheApplication71
Lab82B
BackUptheCAPPMTransactionalD
Database72
Lab83R
RestoretheA
Application73
Lab84R
RestoretheC
CAPPMTran
nsactionalD
Database76
Lab91SScheduleaJo
ob79
Lab92V
ViewtheJob
bLog81
Lab93C
CreateaNew
wJobDefinittion83
Lab94R
RunaReportt87
Lab101MonitorPro
ocessEngine
ePipelines91

TOC1

2016CA.Allrightsreeserved.

CAP
PPM14.3:InstaallationwithO
Oracle200

LLab102ViewEventMessages9
93
LLab111Cre
eateaPasswordExpression9
95
LLabChallengge112RevissethePassw
wordExpresssion9
98
A
AppendixA:Solutionsto
oLabChallen
nges9
99
A
AppendixB:CATechnolo
ogiesDynam
micLabEnvirronment10
01
D
DynamicLab
bEnvironmentAccessan
ndUserGuid
de10
02
SSelfDirected
dLearningAccessandIn
nstructions10
03
B
BestPractice
es10
07
TTroubleshoo
oting10
08

TOC2
T

2016CA.A
Allrightsreserveed.

Module 1: Set Up the Environment

Lab 1-1 Install J2SE SDK on Windows

Goals Install J2SE SDK on Windows.

Time 10 - 20 minutes

Instructions:
Note: A demonstration for each of the lab exercises in this course is available from the
C:\LEARNING MATERIALS folder of the training system. A link to this folder is located on the
Desktop. If you have trouble following the lab steps, open the folder and click the
Oracle_Installation_Lab_Files link to open the list of labs. Then follow the instructions and use the
above lab reference to launch the demonstration.

1. Navigate to the following folder on your installation environment:


C:\InstallMedia\clarityv143\Java

2. Right-click jdk-8u40-windows-x64.exe and click Run as administrator.


The Java SE Development Kit 8 Update 40 (64-bit) wizard appears.

3. Click Next.

4. On the Custom Setup screen:


a. Click Change.
b. In the Folder name field, replace the default name with the following:
C:\CAPPM\Java\jdk1.8.0_40\
c. Click OK.
d. Click the icon next to Source Code and then click This feature will not be available.
e. Click the icon next to Public JRE and then click This feature will not be available.
f. Click Next.
The Status bar appears.

5. On the Complete screen, to complete the installation process, click Close.

6. Close Windows Explorer.

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Module 1: Set Up the Environment

Lab 1-2 Set Up Environment Variables

Goal Set up environment variables.

Time 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. To navigate to Advanced settings, on the desktop, perform the following:


a. Right-click Computer and click Properties.
b. Click the Advanced system settings.
Note: If the Computer icon is not on the desktop on your system, you can navigate to it using
Windows Explorer.

2. Click Environment Variables.


The Environment Variables dialog appears.

3. Under System variables, click New.

4. In the New System Variable dialog, type the following and click OK:
Variable name JAVA_HOME
Variable value C:\CAPPM\Java\jdk1.8.0_40

Note: This is the folder name where JDK is installed.

5. Through Windows Explorer, create the following home folder for the installation of CA PPM:
C:\CAPPM\CAPPM143

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Module 1: Set Up the Environment

6. Return to the System Properties window and click the Advanced tab.

7. On the Environment Variables dialog, under System variables, click New, type the following
variable, and click OK:
Variable name CAPPM_HOME
Variable value C:\CAPPM\CAPPM143

JAVA_HOME is a known environment variable name used by the XML Open Gateway (XOG) and
the CA PPM installer. CAPPM_HOME is not and is therefore optional. However, it can be useful
if the home folder for CA PPM changes location because you will only need to modify the
environment variable and not the PATH variable directly.

8. In the System variables list, click the Path variable.

9. Double-click the Path Value link.


The Edit System Variable dialog appears.
a. To edit the variable value, in the Variable value field, place your cursor before the first
character of the existing text and type the following:
%JAVA_HOME%\bin;%CAPPM_HOME%\bin;
b. To return to the Environment Variables dialog, click OK.

10. To return to the System Properties dialog, click OK.

11. Click OK.


You have set up the environment variables. It might be useful to test these environment
variables to make sure they are set correctly.

12. The following steps can be performed as a test:


a. To open a Command Prompt window, double-click the Command Prompt icon on the
desktop.
b. In the Command Prompt window, type each of the following and press Enter:
i. echo %JAVA_HOME%
Note: Make sure there is a space between 'echo' and '%JAVA_HOME%'.
The response should be:
C:\CAPPM\Java\jdk1.8.0_40
ii. echo %CAPPM_HOME%
Note: Make sure there is a space between 'echo' and '%CAPPM_HOME%'.
The response should be:
C:\CAPPM\CAPPM143

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Module 1: Set Up the Environment

iii.
path
The response should be:
PATH= C:\CAPPM\Java\jdk1.8.0_40\
bin;C:\CAPPM\CAPPM143\bin;
C:\oracle\Administrator\product\11.2.0\
dbhome_1\bin;C:\Windows\system32;
C:\Windows;C:\Windows\System32\Wbem;
C:\Windows\System32\WindowsPowerShell\v1.0\;C:\PROGRA~2\CA\SC\CAM\bin
iv. Java -version
The response should be:
java version "1.8.0_40"
Java(TM) SE Runtime Environment (build 1.8.0_40-b26)
Java HotSpot(TM) 64-Bit Server VM (build 25.40-b25, mixed mode)
c. To close the Command Prompt window, enter the following command:
Exit

It is common practice to put Java, Tomcat, and CA PPM into the same C:\CAPPM folder.

13. Close the window.

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Module 2: Install Apache Tomcat

Lab 2-1 Install Apache Tomcat

Goals Install Apache Tomcat to host your CA PPM application.

Time 5 - 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. Navigate to the following folder on your computer:


C:\installMedia\clarityv143\Tomcat

2. Extract the contents of the apache-tomcat-8.0.20-windows-x64.zip file to the following folder:


C:\CAPPM
(The contents are automatically extracted to a sub-folder named apache-tomcat-8.0.20).

3. Close the screens.

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Module 2: Install Apache Tomcat

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Module 3: Install CA PPM

Lab 3-1 Install CA PPM

Goals Install CA PPM.

Time 15 - 20 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Note: Some installation processes can take several minutes to complete. Therefore, you will
sometimes need to wait before proceeding to the next step.

Copy Files to a Staging Area

1. Navigate to the following folder on your server:


C:\CAPPM

2. Click New folder.

3. Create the following folder and press Enter:


C:\CAPPM\staging

Copy Two Files into Staging

4. Copy the install.jar file from the C:\InstallMedia\clarityv143 directory to the


C:\CAPPM\staging folder. (Note: Copying the file will take a few minutes).

5. Copy the thirdparty.libs.14.3.0.jar file from the C:\InstallMedia\clarityv143\


thirdparty.libs.14.3.0 directory to the C:\CAPPM\staging folder. (Note: Copy the file and not
the folder).

Important: When you open the Command Prompt window for the next series of steps, it is
important to run it as an administrator. This avoids permission issues that might arise when the
installer attempts to register the NSA and Beacon services.

6. Right click the Command prompt and click Run as administrator.

7. In a command window, which must be run as administrator:


a. To change to the Install directory, enter the following command:
cd C:\CAPPM\staging

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Module 3: Install CA PPM

b. To extract the install.jar file, enter the following command:


jar -xvf install.jar
Note: The extraction might take several minutes.
c. To run the installation file, at the C:\CAPPM\staging> prompt, enter the following
command:
install.bat
d. To designate a new installation directory, at the Clarity Home Directory prompt, enter the
following:
C:\CAPPM\CAPPM143
e. If the J2SDK 1.8.0 home directory is already set to C:\CAPPM\Java\jdk1.8.0_40, press
Enter.
f. To accept the default Beacon Multicast Address, press Enter.
g. To accept the default Beacon Multicast Port, press Enter.
h. To accept the default Beacon Client Port, press Enter.
i. To assign Apache Tomcat as the J2EE Server Vendor, enter the following option:
1
j. To install the CA PPM System Administrator Application, at the prompt, type true and press
Enter.
k. To designate a new Tomcat 7 home directory, at the prompt, enter the following:
C:\CAPPM\apache-tomcat-8.0.20
l. To assign a default CSA Web port, at the prompt, press Enter.
m. To confirm your settings, enter the following command:
y
n. To designate the Operator user name, at the prompt, enter:
lab_1_3_installer
o. To enter the operator email address :(name@abcabc.com), at the prompt enter:
lab_1_3_installer@ca.com
p. To confirm your settings, enter the following command:
y
q. To acknowledge that you have reviewed the CA PPM Installation Guide and Change Impact
Guide, enter the following:
true
r. To confirm your settings, enter the following command:
y
s. To acknowledge that you have reviewed the Precheck logs and messages enter:
y
t. To confirm this program will execute a new install of 14.3.0.298, enter the following
command:
y
u. To accept the default System Administrator Password, press Enter.
The screen displays the progress of the installation and then displays BUILD SUCCESSFUL.
(The installation will take several minutes).

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Module 3: Install CA PPM

Note: If the command window was not launched with administrator rights, the installer might
throw an error and report Build Failed, while trying to deploy and start the Beacon and NSA
services. However, this is easily remedied. The installation of CA PPM code has been successful. It is
the services installation into the Windows Services subsystem that is failing. To address this issue,
you must manually install Beacon and/or NSA service using the "service add deploy start Beacon"
and "service add deploy start NSA" command strings.

8. Close the Command window.

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Module 3: Install CA PPM

10 CA PPM 14.3: Installation with Oracle 200 CA Technologies

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Module 4: Configure Oracle Database for CA PPM

Lab 4-1 Create and Configure Oracle Databases

Goals Configure the Oracle Databases for CA PPM and the Data Warehouse

Time 20 - 40 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.
To set up the CA PPM Oracle database, you need to install the database server software and
configure Oracle. For details, see the Oracle documentation. For this exercise, the software has
already been installed. However, you need to create the database and set up extended character
handling.

Create a Listener

1. On the Windows Start menu, click All Programs Oracle - OraDb11g_home1 Configuration
and Migration Tools Net Configuration Assistant.

2. In the Oracle Net Configuration Assistant: Welcome window:


a. On the Welcome screen, click the Listener configuration option and click Next.
b. Click the Add option and click Next.
c. For Listener name, accept the default name, which is LISTENER, and click Next.
d. Accept the default Protocol, which is TCP, and click Next.
e. Click the Use the standard port number of 1521 option and click Next.
f. You are asked if you want to configure another listener. Click the No option and click Next.
g. With the listener configuration complete, click Next.
h. The Welcome screen appears again. Click Finish.

In this course, several steps require that you enter commands, some of which might be lengthy. To
ensure that you enter the commands with the correct syntax, as an alternative to typing the
commands, you can copy them from this document and paste it into the Command Prompt
window. If that doesnt work, there is a snippets file in the C:\LEARNING MATERIALS folder with
the text of each command.

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Module 4: Configure Oracle Database for CA PPM

The following screenshot shows you how to paste contents into the Command Prompt window.

Create the Database

3. To create a database, execute the following in a command window opened as administrator


Note: the text is case sensitive:
dbca -silent -createDatabase -templateName General_Purpose.dbc -gdbname NIKU -sid NIKU
-responseFile NO_VALUE -characterSet AL32UTF8 -memoryPercentage 30 -emConfiguration
LOCAL

As you type the passwords in the following steps, you will not be able to see them, so type
carefully.

4. Enter the following password for the SYS user:


caeducation

5. Enter the following password for the SYSTEM user:


caeducation

6. Enter the following password for the DBSNMP user:


caeducation

7. Enter the following password for the SYSMAN user:


caeducation

The copying of database files, creating and starting the Oracle instance, and completing the
creation of the database will take a few minutes.

8. Close the Command Prompt window.

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Module 4: Configure Oracle Database for CA PPM

Set Up Extended Character Handling

For proper extended character handling on an Oracle server, you will need to set the NLS language
to AL32UTF8.

9. To start the registry editor, click the Start menu.

10. In the Search Box dialog, enter the following command:


regedit

11. Click the regedit.exe name field.

12. In the registry editor, navigate to:


HKEY_LOCAL_MACHINE\SOFTWARE\Oracle\KEY_OraDb11g_home1

13. Right-click the NLS_LANG value and modify the value to:
AMERICAN_AMERICA.AL32UTF8

CA PPM requires the AL32UTF8 extended character set, rather than the default
WE8MSWIN1252.

14. Click OK.

15. To save the change, click File Exit.

For CA PPM to function correctly, you need to set several system-wide parameters. The next steps
will configure the required database parameters.

16. In a Command Prompt window, which must be run as administrator, to log into SQL Plus, enter
the following command:
sqlplus system/caeducation@niku as sysdba

17. Enter the following nine commands at the SQL prompts:


alter system set nls_date_format="YYYY-MM-DD HH24:MI:SS" scope=spfile;
alter system set nls_sort="BINARY" scope=spfile;
alter system set nls_comp="BINARY" scope=spfile;
alter system set query_rewrite_enabled="true" scope=spfile;
alter system set cursor_sharing=FORCE scope=spfile;
alter system set processes=1000 scope=spfile;
alter system set sessions=1000 scope=spfile;
alter system set open_cursors=1000 scope=spfile;
exit;

The above changes will take effect immediately and will also be created/updated in the spfile
for the database. The server will need to be restarted to make the changes permanent.

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Module 4: Configure Oracle Database for CA PPM

Create the Required Oracle Tablespaces

18. In a Command Prompt window, which must be run as administrator, to log into SQL Plus, enter
the following command:
sqlplus sys/caeducation@niku as sysdba

The schema in the backup is NIKU, and the tablespaces are:


USERS_LARGE
USERS_SMALL
INDX_LARGE
INDX_SMALL

Note: To create the tablespaces, you can copy the following commands and run them one at a time
or altogether as a script.

19. To create the tablespaces, enter the following:


CREATE TABLESPACE "USERS_LARGE" DATAFILE
'C:\ORACLE\Administrator\ORADATA\NIKU\USERS_LARGE.DBF' SIZE 2G REUSE AUTOEXTEND
ON NEXT 1G MAXSIZE 10G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT SPACE
MANAGEMENT AUTO;

CREATE TABLESPACE "USERS_SMALL" DATAFILE


'C:\ORACLE\Administrator\ORADATA\NIKU\USERS_SMALL.DBF' SIZE 1G REUSE AUTOEXTEND
ON NEXT 1G MAXSIZE 4G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT SPACE
MANAGEMENT AUTO;

CREATE TABLESPACE "INDX_LARGE" DATAFILE


'C:\ORACLE\Administrator\ORADATA\NIKU\INDX_LARGE.DBF' SIZE 2G REUSE AUTOEXTEND
ON NEXT 1G MAXSIZE 10G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT SPACE
MANAGEMENT AUTO;

CREATE TABLESPACE "INDX_SMALL" DATAFILE


'C:\ORACLE\Administrator\ORADATA\NIKU\INDX_SMALL.DBF' SIZE 1G REUSE AUTOEXTEND
ON NEXT 1G MAXSIZE 4G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT SPACE
MANAGEMENT AUTO;

Set the Required Oracle User Privileges

20. To set the required privileges for a CA PPM scheme user, run the following commands:
Note: After you enter each GRANT statement, you will see Grant succeeded.
CREATE USER niku IDENTIFIED BY niku
DEFAULT TABLESPACE USERS_LARGE TEMPORARY TABLESPACE TEMP
PROFILE DEFAULT;
GRANT CREATE SESSION TO niku;
GRANT ALTER SESSION TO niku;
GRANT CREATE TABLE TO niku;
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Module 4: Configure Oracle Database for CA PPM

GRANT CREATE TRIGGER TO niku;


GRANT CREATE VIEW TO niku;
GRANT QUERY REWRITE TO niku;
GRANT CREATE PROCEDURE TO niku;
GRANT UNLIMITED TABLESPACE TO niku;
GRANT CONNECT TO niku;
GRANT RESOURCE TO niku;
exit;

Configure a TNS Name Entry

21. On the Windows Start menu, click All Programs Oracle - OraDb11g_home1 Configuration
and Migration Tools Net Configuration Assistant.

22. In the Oracle Net Configuration Assistant window:


a. Click the Local Net Service Name configuration option and click Next.
b. Click the TEST option and click Next.
c. In the Select a net service name you want to test list, select NIKU and click Next.
The test will initially fail because you need to change the credentials.
d. Click Change Login, enter the following credentials for the system user, and click OK:
Username system
Password caeducation
After you click OK, the Details panel displays ConnectingTest successful.
e. Click Next twice and click Finish.

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Module 4: Configure Oracle Database for CA PPM

Lab 4-2 Load the Oracle CA PPM Database

Goals Load the Oracle CA PPM database.

Time 10 - 20 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Note: In this lab, the commands are entered in a combination of SQL Plus and command windows
opened with administration privileges.

1. Open the Command Prompt as Administrator.

2. In a Command Prompt window, which must be run as administrator, to log into SQL Plus, enter
the following command:
sqlplus system/caeducation@niku as sysdba

3. Set the import directory location for the import datapump (impdp) command:
create directory import_directory as 'C:\InstallMedia\clarityv143\Database';
The Directory created response appears.

4. Exit sqlplus:
exit;

5. To initiate the import, issue the following command:


impdp system/caeducation@niku DIRECTORY= import_directory transform=oid:n
DUMPFILE=oracle_base.db SCHEMAS=niku LOGFILE=import.log

The database is now created with a user named niku and a password of niku. An import.log is
generated in the same location as the database backup. Import errors are expected because
there are dependencies between the imported items. When the import has completed, you can
recompile the database to resolve invalid objects. Between 100 and 110 errors is normal. More
than 1,000 import errors indicates a problem.

6. To compile invalid objects from the import, enter the following:


sqlplus sys/caeducation@niku as sysdba

7. At the SQL> prompt, enter:


EXEC DBMS_UTILITY.COMPILE_SCHEMA(schema=>'NIKU');
16 CA PPM 14.3: Installation with Oracle 200 CA Technologies

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Module 4: Configure Oracle Database for CA PPM

8. When the recompilation is complete, the following message displays:

9. At the SQL> prompt, enter exit;.

10. At the C:\Users\Administrator> prompt, enter exit.

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Module 4: Configure Oracle Database for CA PPM

Lab 4-3 Create and Configure the Oracle Data Warehouse


Database

Goals Configure the Oracle Data Warehouse Database

Time 30 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.
This lab follows similar, but not identical, steps to those executed to create the main CA PPM
database. We do not need to create another listener because the Data Warehouse database will be
created on the same server.

Create the Database with Database Configuration Assistant

1. Open a command window as administrator and execute the following command:

dbca -silent -createDatabase -templateName Data_Warehouse.dbc -gdbname DWH -sid


DWH -responseFile NO_VALUE -characterSet AL32UTF8 -memoryPercentage 30 -
emConfiguration LOCAL

As you type the passwords in the following steps, they will not be echoed to the screen:

2. Enter the following password for the SYS user:


caeducation

3. Enter the following password for the SYSTEM user:


caeducation

4. Enter the following password for the DBSNMP user:


caeducation

5. Enter the following password for the SYSMAN user:


caeducation

Copying of database files, creating and starting the Oracle instance, and completing the
creation of the database will take a few minutes.

Because we are installing the warehouse database on the same server as the CA PPM
transactional database, the required extended character handling has already been set up in
18 CA PPM 14.3: Installation with Oracle 200 CA Technologies

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Module 4: Configure Oracle Database for CA PPM

the Windows Registry. If, as would normally be the case in a production environment, the
warehouse database was being installed on its own server, then the steps to update the
registry would be needed (steps 9 to 15 of lab 4-1).

Set Initialization Parameters

6. In a Command Prompt window, which must be run as administrator, log into SQL Plus with the
following command:
sqlplus system/caeducation@dwh as sysdba

7. Enter the following commands at the SQL prompts:


alter system set nls_date_format="YYYY-MM-DD HH24:MI:SS" scope=spfile;
alter system set nls_territory="AMERICA" scope=spfile;
alter system set nls_language="AMERICAN" scope=spfile;
alter system set cursor_sharing= "FORCE" scope=spfile;
alter system set nls_sort="BINARY" scope=spfile;
alter system set nls_comp="BINARY" scope=spfile;
alter system set query_rewrite_enabled="true" scope=spfile;
exit;

The above changes will take effect immediately and also be created/updated in the spfile for
the database.

8. Restart the server, to make the changes permanent.

Create the Required Oracle Tablespaces

9. In a Command Prompt window, which must be run as administrator, log into SQL Plus with the
following command:
sqlplus system/caeducation@dwh as sysdba

10. By default, the Data Warehouse uses 4 tablespaces which should be created by entering the
following commands into the SQL Plus window:

CREATE TABLESPACE "DWH_PPM_DATA_DIM" DATAFILE


'C:\ORACLE\ADMINISTRATOR\ORADATA\DWH\DWH_PPM_DATA_DIM.DBF' SIZE 2G REUSE
AUTOEXTEND ON NEXT 1G MAXSIZE 10G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT
SPACE MANAGEMENT AUTO;

CREATE TABLESPACE "DWH_PPM_DATA_FACT" DATAFILE


'C:\ORACLE\ADMINISTRATOR\ORADATA\DWH\DWH_PPM_DATA_FACT.DBF' SIZE 2G REUSE
AUTOEXTEND ON NEXT 1G MAXSIZE 10G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT
SPACE MANAGEMENT AUTO;

CREATE TABLESPACE "DWH_PPM_INDX_DIM" DATAFILE


'C:\ORACLE\ADMINISTRATOR\ORADATA\DWH\DWH_PPM_INDX_DIM.DBF' SIZE 1G REUSE

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Module 4: Configure Oracle Database for CA PPM

AUTOEXTEND ON NEXT 1G MAXSIZE 4G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT


SPACE MANAGEMENT AUTO;

CREATE TABLESPACE "DWH_PPM_INDX_FACT" DATAFILE


'C:\ORACLE\ADMINISTRATOR\ORADATA\DWH\DWH_PPM_INDX_FACT.DBF' SIZE 1G REUSE
AUTOEXTEND ON NEXT 1G MAXSIZE 4G LOGGING EXTENT MANAGEMENT LOCAL SEGMENT
SPACE MANAGEMENT AUTO;

Create the Database User

11. Create and configure the PPM_DWH user by entering the following commands into the SQL
Plus window:
CREATE USER PPM_DWH IDENTIFIED BY PPM_DWH
DEFAULT TABLESPACE DWH_PPM_DATA_DIM TEMPORARY TABLESPACE TEMP
PROFILE DEFAULT;

GRANT CREATE SESSION TO PPM_DWH;


GRANT ALTER SESSION TO PPM_DWH;
GRANT CREATE TABLE TO PPM_DWH;
GRANT CREATE TRIGGER TO PPM_DWH;
GRANT CREATE VIEW TO PPM_DWH;
GRANT CREATE MATERIALIZED VIEW TO PPM_DWH;
GRANT CREATE SYNONYM TO PPM_DWH;
GRANT QUERY REWRITE TO PPM_DWH;
GRANT CREATE PROCEDURE TO PPM_DWH;
GRANT UNLIMITED TABLESPACE TO PPM_DWH;
GRANT CREATE DATABASE LINK TO PPM_DWH;
GRANT CREATE JOB TO PPM_DWH;
GRANT CONNECT TO PPM_DWH;
GRANT RESOURCE TO PPM_DWH;
exit;

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Module 4: Configure Oracle Database for CA PPM

Lab 4-4 Import the Oracle Data Warehouse Database

Goals Import the seed Data Warehouse backup file

Time 30 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Create the Import Directory Path


Oracle can only import or export files using data pump technology from/to pre-defined locations.
The Data Warehouse dump file is present in the same location as the CA PPM dump file,
C:\InstallMedia\clarityv143\Database, and we need to set this up in Oracle.

1. Enter the following commands in SQL Plus:


sqlplus system/caeducation@dwh as sysdba
create directory import_directory as 'C:\InstallMedia\clarityv143\Database';
exit;

The Directory created message appears.

2. Import the database from the backup location using the following command:
impdp system/caeducation@dwh directory=import_directory transform=oid:n
dumpfile=dwh_oracle_base.db schemas=ppm_dwh logfile=ppm_dwh_import.log

You will receive a warning that the user already exists which you can ignore. You will also
receive some compilation errors; these can also be ignored.

3. Log in to SQL Plus again


sqlplus system/caeducation@dwh as sysdba

4. Compile the database using the following commands:


EXEC DBMS_UTILITY.COMPILE_SCHEMA(schema=>'DWH');
exit;

Create the Database Link for the Data Warehouse

5. In a Command Prompt window, which must be run as administrator, log into SQL Plus as the
Data Warehouse user with the following command:
sqlplus PPM_DWH/PPM_DWH

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Module 4: Configure Oracle Database for CA PPM

6. Create the DBLINK for the Data Warehouse


EXEC CMN_DBLINK_SP ('PPMDBLINK','clarityt2',1521,'niku','niku','niku');

7. Exit sqlplus:
exit;

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Module 5: Install Jaspersoft Report Server

Lab 5-1 Install Tomcat for Jaspersoft

Goals Install Tomcat & Java for Jaspersoft

Time 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.
This lab is executed on the Jaspersoft (reporting) virtual machine.

Install Tomcat for Jaspersoft

1. Start the Jaspersoft vm, if not already started, and use the Jaspersoft vm for all labs in this
module.

2. Create a folder C:\JSTomcat

3. Navigate to the C:\InstallMedia\ca_ppm_jaspersoft\Tomcat folder and double click the


apache-tomcat-7.0.55-windows-x64.zip file

4. Extract the contents to the C:\JSTomcat folder.

Set Up Environment Variables

5. Click Start, right-click on Computer and select Properties.

6. Click the Advanced system settings link and click the Environment Variables button

7. Create a new JAVA_HOME environment variable (or update the existing one) with a value of
C:\JDK1.8.0_40 and click OK.

8. Create a new JRE_HOME environment variable (or update the existing one) with a value of
C:\JDK1.8.0_40\JRE and click OK

9. Update the PATH environment, so it is prefixed with %JAVA_HOME%\bin;%JRE_HOME%\bin;


and click OK

10. Click OK on the Environment Variable window.

11. Click OK on the System Properties window.

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12. Open a command window as Administrator and verify enter echo %PATH% and verify the value
displayed starts with C:\JDK1.8.0_40\bin;C:\JDK1.8.0_40\JRE\bin;

13. Enter the command java -version and verify version 1.8.0_40 is displayed.

14. Close the command window.

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Module 5: Install Jaspersoft Report Server

Lab 5-2 Create the Jaspersoft Tablespace and User

Goals Create the Jaspersoft Tablespace and User in the Data Warehouse database

Time 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.
This lab is executed on the CA PPM vm.
In this lab, we create the Jaspersoft Tablespace and User in the Data Warehouse database. The
reason for doing this is to take the reporting load off the CA PPM transactional database it is
perfectly possible, however, to create these in the transactional database if needed.

1. On the CA PPM vm open a command window as administrator and enter the following
command:
sqlplus system/caeducation@dwh as sysdba

2. Enter the following command to create the Jaspersoft tablespace (the commands can be found
in the C:\LEARNING MATERIALS folder):
CREATE TABLESPACE "PPM_JASPER_TS" DATAFILE
'C:\ORACLE\ADMINISTRATOR\ORADATA\DWH\PPM_JASPER_TS.DBF' SIZE 500M REUSE
AUTOEXTEND ON NEXT 25M MAXSIZE 10G LOGGING EXTENT MANAGEMENT LOCAL
SEGMENT SPACE MANAGEMENT AUTO;

3. Enter the following series of commands to create the Jaspersoft user and associated privileges:
CREATE USER PPM_JASPERSOFT IDENTIFIED BY PPM_JASPERSOFT
DEFAULT TABLESPACE PPM_JASPER_TS TEMPORARY TABLESPACE TEMP;

GRANT CONNECT TO PPM_JASPERSOFT;


GRANT RESOURCE TO PPM_JASPERSOFT;
GRANT CREATE SESSION TO PPM_JASPERSOFT;
GRANT UNLIMITED TABLESPACE TO PPM_JASPERSOFT;

4. At the SQL> enter exit.

5. At C:\Users\Administrator> enter exit.

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Module 5: Install Jaspersoft Report Server

Lab 5-3 Install Jaspersoft on Windows

Goals Install Jaspersoft on Windows.

Time 20 - 40 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.
This lab is executed on the Jaspersoft (reporting) server vm.

1. On the Jaspersoft vm create a new folder:


C:\Jaspersoft

2. Navigate to C:\InstallMedia\ca_ppm_jaspersoft\ca_ppm_jaspersoft_6.1.0_5.1.0.26 and


extract the ca_ppm_jaspersoft_6.1.0_5.1.0.26.zip archive contents to c:\jaspersoft

3. Open a command prompt window as administrator and navigate to C:\Jaspersoft, and then run
install.bat and answer the questions as follows:

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4. Select the Installation Type. To select New, type 1 and press Enter.

5. Enter the location of the apache-tomcat folder

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Module 5: Install Jaspersoft Report Server

6. Accept the default Web App Name

7. Accept the default Web App Port of 8080

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8. Accept the default answer of no for configuring an email server

9. Accept the default answer of 1 for a Standalone installation

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10. Accept the default of 1 to select Oracle as the database type.

11. Accept the default of 1 to select the Oracle Standalone option

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Module 5: Install Jaspersoft Report Server

12. Enter the Oracle Database Hostname. Type CLARITYT2 and press Enter.

13. Enter the Oracle Database Port Number. Type 1521 and press Enter.

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Module 5: Install Jaspersoft Report Server

14. Enter the Jaspersoft DB Username. Type PPM_JASPERSOFT and press Enter.

15. Enter the Jaspersoft Database Username Password. Type PPM_JASPERSOFT and press Enter.

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Module 5: Install Jaspersoft Report Server

16. Choose Oracle 11.2.0.4 by selecting option 1

17. Enter the Oracle SID Name. Type DWH and press Enter.

18. The installer will now verify the user and connect to the database.

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Module 5: Install Jaspersoft Report Server

19. When the installer presents the currently selected settings, review them for accuracy, then type
y and press Enter.

The Jaspersoft installation will complete in about 25 minutes.

20. Once completed, Jaspersoft services should automatically start in a separate window.

21. Close the Tomcat window.

22. Close the Administrator command prompt window.

This stops the Jaspersoft service.

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Module 5: Install Jaspersoft Report Server

Lab 5-4 Configure Jaspersoft

Goals Configure Jaspersoft for CA PPM

Time 5 - 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.
In this lab, you will verify and configure the installation of Jaspersoft. This lab is executed on the
Jaspersoft vm.

1. At the end of the previous lab, you stopped the Jaspersoft service and will now restart it. To do
this:
a. Open a command prompt window as administrator.
b. Navigate to the C:\JSTomcat\apache-tomcat-7.0.55\bin directory.
c. Run the startup.bat.
d. When the service has started, minimize the two open windows. Do not close them.

2. Open an Internet Browser window and in the address line, type the following and press Enter:
http://jaspersoft:8080/reportservice/
A Login page should display.

3. Log in with the username superuser, and password superuser.


Jaspersoft displays the following page, upon successful login:

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Module 5: Install Jaspersoft Report Server

4. In the menu bar point to the Manage menu and select Organizations.

5. Click the Add Organization button.

6. In the Add Organization screen, enter the following new organization:


My_Org

7. Click Add Organization. This Organization is used when we set up the Keystore between CA
PPM and Jaspersoft.

8. Close the internet browser.

9. From the Administrator: Command Prompt, shut down Jaspersoft by navigating to


C:\JSTomcat\apache-tomcat-7.0.55\bin directory and running the shutdown.bat executable.
The Tomcat window will disappear.

10. Review the install.log file, located in the directory where Jaspersoft was installed, and review
the log for errors.

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Module6:ConfigureCAPPMUsingCSA

Lab61ConfigureCAPPM,DataWarehouse,andJaspersoft

Goals Configurethesystemsoallcomponentsareintegratedwitheachother.

Time 30minutes

Instructions:
Note:Asexplainedinthefirstlab,opentheC:\LEARNINGMATERIALSfolderandclickthe
Oracle_Installation_Lab_Fileslinktoaccessdemonstrationsforthelabs.

ConfiguringthenewinstallationinvolvessetupusingtheCSA,CAPPM,andJaspersoft,sothatthey
areintegratedwitheachother.YousetuptheMy_OrgorganizationinJaspersoft,inapreviouslab,
andthisisusedinthefollowingsteps.

ThislabisexecutedontheCAPPM/DatabaseServer

CAPPM,DataWarehouseandJaspersoftConfigurationUsingCSA

1. ToverifyifCAPPMBeaconandNSAarerunning,openaCommandPromptwindowandenter
thefollowing:
servicestatusbeaconnsa

Iftheservicesarealreadyrunning,thereisnoneedtorestartthem.Otherwise,startthem
usingthefollowingcommands:
a. IfCAPPMBeaconisstopped,starttheCAPPMBeaconatthecommandpromptenterthe
following:
servicestartbeacon

Note:IftheCAPPMBeaconisnotpresent,toinstallit,atthecommandprompt,enterthe
following:
serviceaddstartbeacon

b. IfCSAisstopped,tostarttheCSA,atthecommandprompt,enterthefollowing:
servicestartnsa

Note:IftheCSAisnotpresent,toinstallit,atthecommandprompt,enterthefollowing:
serviceaddstartnsa

2. ClosetheCommandPromptwindow.

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3. ToopenlaunchInternetExplorer,onthedesktop,clicktheInternetExplorershortcut.

4. IntheInternetExplorerAddressfield,typethefollowing:
http://clarityT2:8090/niku/app

5. IntheCAPPMSystemAdministration(CSA)Loginwindow,inthePasswordfield,typethe
passwordthatwassetupinapreviouslab:
admin

6. ClickLogin.
TheLicenseagreementappears.

7. AcceptthelicensetermsandclickNext.
TheOverviewwindowappears.

8. IntheOverviewwindow,clickclarityT2:9091(local).
TheServerPropertieswindowappears.

9. OnthePropertiestab,clickSystem.

10. IntheGeneralpane,selectMulticurrencyEnabled.

11. IntheLicenseTypeslist,selectStudioDeveloper,Creator,Participant,Viewer.

12. IntheMailServerpane,enter:
a. Adummyuser(e.g.nobody@nowhere.com),
b. Enterthedummypassword123456twice.

13. CleartheUseAuthenticationfieldandclickSave.

14. ClicktheDatabasetab.

15. IntheDatabaseServerpane,makesuretheVendorfieldissettoOracle.

16. IntheInternalConnection:Nikupane,completethefieldsasfollows:
Hostname clarityT2
PortNumber 1521
ServiceID niku
ServiceName niku
LoginName niku
Password niku
ConfirmPassword niku

17. ClickSave.IntheInternalConnectionNikusection,checkthatthestatusisAvailable.

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18. ClicktheApplicationtab.

19. IntheApplicationServerpane:
a. IntheVendorfield,confirmthattheapplicationserverselectedisApacheTomcat.
b. Intheappandnsasections,replaceeveryoccurrenceof"localhost"withclarityT2andclick
Save.

20. ClicktheDocumentsandSearchtab.

21. IntheSearchServerpane,intheIndexDirectoryfield,typethefollowing:
C:\CAPPM\searchindex

Note:TherecommendedbestpracticeisnottostoredocumentsandindexesintheCAPPM
homedirectory,becausecontentswillbeerasedduringupgrades.TheCAPPMhomedirectory
isC:\CAPPM\CAPPM143,thereforethedefaultswillsuffice.

22. IntheFileStoreDirectoryfield,typethefollowing,andclickSave:
C:\CAPPM\filestore

23. ClickSave.

24. ClicktheReportingtab.

25. IntheReportServerJaspersoftsection,verifyandupdatethefollowingfields:
Vendor Jaspersoft
WebURL http://jaspersoft:8080/reportservice
User ppmjasperadmin
OrganizationName My_Org
OrganizationID My_Org


26. ClickSave.

27. ClicktheDataWarehousetab.
TheDataWarehouseServerinformationwindowappears.

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28. VerifyandupdatethefollowingfieldsintheConnectionDetails:Oraclesectionofthepage.
ThepasswordisfromLab43andiscasesensitive.
Hostname ClarityT2
ServiceID DWH
ServiceName DWH
Password PPM_DWH
ConfirmPassword PPM_DWH
CustomDatabaseLink Selected
PPMDatabaseLink PPMDBLINK


29. ClickSave.

Youwillreceivethefollowingerror:


Note:Theloginfailureisexpectedbecausewehavenotyetcreatedtheppmjasperadminuser
inJaspersoft.Noticethatthedatabasestatusnowindicates"Available".

30. ClicktheSecuritytab.
TheSecuritysetupforCAPPMwindowappears.Inthisexercise,youdonotneedtomakeany
changesinthiswindow.

31. ClicktheBackgroundtab.
TheBackgroundServerinformationwindowappears.Again,nochangesarerequired.

32. Tosaveallyourwork,clickSave.

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33. Intheleftpane,clickInstallOverview.
TheInstallationOverviewwindowappearsandshowstheInstallationCurrentStatus,Installed
Version,andInstalledDate.Notethatthesearethedatesthattheimportedbackupfilewas
created.

AddandStarttheApplicationandBackgroundServices

34. Intheleftpane,clickAllServices.

35. IntheAvailableServiceswindow,clickAdd.
TheCAPPMSystemAdministrationwindowappears.

36. IntheSelectServicespane:
a. SelectCAPPMApplication.
b. SelectCAPPMBackground.
c. ClickAdd.
TheCAPPMStatusInternetExplorerwindowappears,temporarily,andaddsthe
services.
d. Iftheservicesdonotappear,clickRefresh.

37. ClicktheSelectAll button,andclickDeploy.

38. SelecttheCAPPMApplicationandclickStart.
TheCAPPMApplicationStatuschangestoStarted.

39. SelectCAPPMBackgroundandclickStart.
TheCAPPMBackgroundStatuschangestoStarted.

40. Openacommandwindow,andnavigatetoC:\CAPPM\CAPPM143\database\sql

41. Enterthefollowingcommand:
dbpatchinstallfileSET_MULTICURRENCY.xmlapply

GeneratetheJaspersoftKeyStoreFiles

42. ToauthenticateCAPPMandJaspersoft,generateatrustedkeystoreforeachorganization.
Followthesesteps:
a. OpenanAdministrator:commandprompt
b. GotocdC:\CAPPM\CAPPM143\bin.
c. Runthefollowingcommand:adminjaspersoftkeystore

Theabovewillgeneratetwofiles,My_Org.jksandMy_Org.propertiesin
C:\CAPPM\CAPPM143\config.

43. ClosetheCommandPromptwindow.

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44. CopybothfilestoC:\JSTomcat\apachetomcat7.0.55\webapps\reportservice\WEBINF\config
ontheJaspersoftserver.TheeasiestwaytodohisistoswitchtotheJaspersoftserverandmap
C$ontheClarityT2serverasanetworkdrive.Thefilescanthenbedraggedacross.

45. DoubleclicktheComputericononthedesktop.

46. ClicktheMapnetworkdrivetab.TheMapNetworkDrivepageisdisplayed.

47. Inthefolderfield,enter\\clarityt2\c$andclickFinish.

48. NavigatetoComputer>c$(\\clarityt2)(Z:)>CAPPM>CAPPM143>config

49. SelectbothMy_Org.jksandMy_Org.propertiesfiles.

50. Copyboththefiles(Ctrl+C).

51. Navigateto:C:\JSTomcat\apachetomcat7.0.55\webapps\reportservice\WEB_INF\config

52. Pastethetwofilesintotheconfigfolder(Ctrl+V).


53. Openacommandpromptwindow,asAdministrator,andnavigateto:C:\JSTomcat\apache
tomcat7.0.55\bin

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54. Typestartup.bat.TheJaspersoftservicesarestarted.


55. Minimizeallwindows.

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Lab62InstallPMOAcceleratorandJaspersoftContent

Goals InstallPMOAcceleratorandJaspersoftcontent.

Time 45minutes

Instructions:
Note:Asexplainedinthefirstlab,opentheC:\LEARNINGMATERIALSfolderandclickthe
Oracle_Installation_Lab_Fileslinktoaccessdemonstrationsforthelabs.

PMOAcceleratorInstallation

1. OpenacommandpromptasadministratorontheCAPPMvm.

2. InstallthePMOAccelerator,withthefollowingcommand:
admincontentcsk

Installationwilltakearound3040minutes.

3. Whentheinstallationcompletes,thefollowingmessageappears:
CAPPMAccelerator:ProgramManagementOfficeinstallationwassuccessfulandis
complete.

JaspersoftContentInstallation

4. Inthesamecommandwindow,toinstalltheJaspersoftcontent,enterthefollowingcommand:
admincontentjaspersoftcskuserNamesuperuserpasswordsuperuser

NotetheuppercaseNintheusernameparameter.Iftheconnectionfails,verifytheURL
connectionintheNSAiscorrectandtheserviceisrunningontheJaspersoftserver.

5. Whentheinstallationcompletes,openabrowserwindowandaccesstheJaspersoftconsolevia
thefollowingURL:
http://Jaspersoft:8080/reportservice

6. Loginusingsuperuser/superuser.

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7. Toverifythattheppmjasperadminuserhasbeencreatedsuccessfully:
a. PointtotheManagemenu.
b. ClickUsers.


8. TheppmjasperadminusershouldnowbelistedagainstMy_Org

9. RestartallservicesontheClarityT2server,byentering:servicestopstartall

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Lab63CompletetheSetupandRunIntegrationJobs

Goals CompletethesystemsetupinCAPPMsothattheintegrationjobswillrun.

Time 45minutes

Instructions:
Note:Asexplainedinthefirstlab,opentheC:\LEARNINGMATERIALSfolderandclickthe
Oracle_Installation_Lab_Fileslinktoaccessdemonstrationsforthelabs.

DataWarehouseandJaspersoftConfigurationUsingCAPPM

Inthissection,yousetupthelanguage(s)thattheDataWarehousewilluse(thefewerselected,
thesmallertheresultingdatabaseandthequickerthepopulationwillbe),andcreateanentityfor
theDataWarehousefiscalperiods.

Toaccomplishthesetasks,youwillassignaccessrightstotheadminuserandexecutejobsto
populatethewarehousewiththeadministratorrights,andpopulatethewarehousewithdata.
Finally,youwillcreateusersinJaspersoft.
Notethatonfirstloginthesystemwillpromptforapasswordchange.Makeanoteofthe
passwordyouselect.

AssignAccessRightsandActivateJobs

1. Openabrowserwindow,ontheCAPPMvm,andenterthefollowingurl:
http://clarityT2

2. LogintoCAPPMasadmin/admin.

3. Whenprompted,changethepasswordtocappm.

4. PointtotheAdministrationmenuandclickResources:

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5. ClicktheAdministratorlink.

6. PointtotheResourcesAccessRightstab,andselectGlobal:


7. Atthebottomoftheresultingscreen,clickAdd.Enterfin*mainintotheAccessRightfieldand
clickFilter.

8. Onthelistdisplayed,ticktheboxagainstFinancialMaintenanceFinancialOrganization
StructureandclickAdd:


9. Repeatsteps7and8,butthistimefilteringforAdvancedReporting,adv*rep,andselectall7
accessrights.Thefinalsetofrightsshouldcontainthefollowing:

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10. Toenablethisusertoviewprojects,fortestinginalaterlab,clickAdd.

11. Enterproj*mainintotheAccessRightfieldandclickFilter.

12. SelectProjectEditManagementAllandclickAdd.

13. PointtotheAdministrationmenuandclickReportsandJobs.

14. Enter*warehouseintheJobDefinitionNamefieldandclickFilter.

15. SelectbothjobsandclickActivate.


16. Enter*JaspersoftintheJobDefinitionNamefieldandclickFilter.

17. VerifythattheCreateandUpdateJaspersoftUsersjobisactive.

18. LogoutofCAPPMandthenlogbackinagainasadmin(passwordcappm)tomakethenew
rightsvisibleontheAdministrationmenu.

CreatetheWarehouseEntity

19. PointtotheAdministrationmenuandclickOBS.

20. OntheOrganizationalBreakdownStructuresscreenclickNew,fillintheName,ID,Description
andLevelsfields,asshownbelow,andclickSaveandReturn.

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21. RepeattheprevioussteptocreateanOBSforthedepartments:


22. PointtotheAdministrationmenuandclickSetup(intheFinancesection).Youwillreceivea
messagethatthesystemcurrencyneedstobeselected.

23. SetthecurrencytoUSDandclickSave.
Notethatthisisan"EnterOnce"fieldsochoosecarefully.


24. ClickSaveandReturn.

25. ClickEntitiesandthenNew.FillintheNewEntityscreenasfollows,thenclickSave:

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26. TosetupFiscalPeriodsthatthewarehousewillinherit,clickFiscalTimePeriodsandsetsome
upbyclickingNew:

CompletetheWarehouseSetup

27. PointtotheAdministrationmenuandclickSystemOptions,andcompletetheData
WarehouseOptionssectionasshown:


28. ClickSave.

RuntheIntegrationJobs

29. Youarenowreadytoexecutetheintegrationjobs.EnsurethattheJaspersoftserviceisrunning
ontheJaspersoftserver.TheninCAPPMnavigatetoHome>ReportsandJobs>Jobs>
AvailableJobsandclicktheCreateandUpdateJaspersoftUsersjob.Fillintheparametersas
shownandclickSubmitatthebottomofthescreen:

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30. Waitashorttimeforthejobtocomplete,thenfilterforthejobandverifyitcompleted:


31. Repeattheprevioustwosteps,butthistimefilterfortheLoadDataWarehouseAccessRights
job,andsubmitthisforimmediateexecution(therearenoparameterstocomplete),andverify
itcompletedsuccessfully.

32. Finally,repeatthestepsagain,butthistimefilterfortheLoadDataWarehousejob,tickthebox
forFullLoadandsubmitforimmediateexecution.Verifyitcompletedsuccessfully

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Lab64RunaHealthReport

Goals LogintoCAPPMandrunahealthcheck.

Time 5minutes

Instructions:
Note:Asexplainedinthefirstlab,opentheC:\LEARNINGMATERIALSfolderandclickthe
Oracle_Installation_Lab_Fileslinktoaccessdemonstrationsforthelabs.

1. LogintotheCAPPMSystemAdministrationusingtheappropriatecredentials.
http://clarityT2:8090/niku/app

2. Enteradminasthepassword,andclickLogin.

3. ClickRunHealthCheckandscrolltotherightofthewindow.

Note:ThehealthreportisstoredinanXMLfileintheC:\CAPPM\CAPPM143\logsdirectory.The
followingstepsprovideawayforyoutorunthisreportinCSA.


4. IntheServerColumn,clickClarityT2:9091(local).
TheServer:Propertiespageappears.

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5. ClicktheHealthReporttab.

6. ClickRun.
Thisviewisadetailedviewofthehealthreport.

Note:AgreeniconintheStatuscolumnindicatesthateverythingisnormal.Arediconindicates
thereisaproblem.

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Lab65SetLogFileOptions

Goals SetlogfileoptionsinCSA.

Time 5minutes

Instructions:
Note:Asexplainedinthefirstlab,opentheC:\LEARNINGMATERIALSfolderandclickthe
Oracle_Installation_Lab_Fileslinktoaccessdemonstrationsforthelabs.

Note:LogscanbeviewedinCSAorcanbeaccessedintheC:\CAPPM\CAPPM142\Logsdirectory.

1. IfyouarestillloggedintoCSA,clickHomeandgotostep2.Otherwise,logintoCSAusingthe
adminasthepassword.TheOverviewpageappears.

2. ClickclarityT2:9091(local).TheServer:Propertiespageappears.

3. ClicktheLogstab.

4. ClickEditConfiguration.
Thisenablesyoutosettheappropriatecategoriesandprioritiesforyourlogfile.


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5. ScrolldowntotheCategoriessectionand,inthePrioritycolumn,clickthefirstdropdownlist.


Noticethatyoucanchangethelogpriorityasneededsothatspecifiedlogsarecaptured.
TheoptionsincludeFatal,Error,Warn,Info,Debug,andAll.

Note:IftheAlloptionisselected,thesizeofthelogcanincreaseveryrapidly.

6. Youdonotneedtoconfigureprioritiesnow.Therefore,leavetheprioritysettoFatal.

Note:Afterthelogoptionshavebeensetup,youmustrestartCAPPMforthechangestotake
effect,unlessDetectLogConfigurationChangesAutomaticallyhasbeenselected.

7. ClickHome.

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Lab66ViewServerLogsinCSA

Goals ViewCAPPMserverlogsinCSA.

Time 5minutes

Instructions:
Note:Asexplainedinthefirstlab,opentheC:\LEARNINGMATERIALSfolderandclickthe
Oracle_Installation_Lab_Fileslinktoaccessdemonstrationsforthelabs.

1. IfyouarestillloggedintoCSA,clickHomeandgotostep2.Otherwise,logintoCSAusing
adminasthepassword.
TheOverviewpageappears.

2. ClickClarityT2:9091(local).
TheServer:Propertiespageappears.

3. ClicktheLogstab.

4. IntheServerlist,verifythatclarityT2isselected.

Note:Morethanoneserverwillbelistedinaclusteredenvironment.

5. ClicktheLogFilelistdropdown,andviewtheavailablelogs:
admin.log:Administrationrelatedlogs
appca:Applicationactionrelatedlogs
appsystem:Applicationsystemrelatedlogs
bgca:Backgroundservicerelatedorprocessenginerelatedlogs

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6. IntheMaxSizelist,select10kandthenclickGo.
Thedetailedlogfileappears.


7. Scrolldownthelogfiletoviewthemessages.

8. ScrolltothetopofthepageandclickLogout.

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Module 7: Perform Post-Installation Tasks

Lab 7-1 Validate the Complete Installation

Goals Validate the complete installation.

Time 20 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. Open Internet Explorer.

2. On the Address bar, type the following and click Go:


http://clarityT2

3. Log in as admin, password cappm.

4. Point to the Administration menu, and click Resources.

5. On the Resources page, in the Last Name column, click Administrator.

6. Point to the Resources Access Rights tab.

7. Click Global.

8. On the Resource: Global Access Rights page, click Add.

9. On the Select Access Rights page:


a. Under Access Right Filter, in the Access Right field, type the following and press Enter:
know
b. Select Knowledge Store Access.
c. Select Knowledge Store Administrate.
d. Select Knowledge Store View All.
e. Click Add.

10. Click Logout. This will allow the newly assigned rights to become effective.

11. Log in as admin.

12. Point to the Home menu and, in the Organization section, click Knowledge Store.

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13. On the Knowledge Store page, click the Actions drop down, and click Add Documents.

14. On the Add Documents page, next to the Select Files field, click Browse.

15. In the Choose File dialog, navigate to the C:\Learning Materials folder, select the
Oracle_Lab_Step_Text_Snippets.txt document and click Open.

16. On the Add Documents page, click Add.

17. On the Knowledge Store page, in the Search field, type impdp (a word from the added
document) and click Go or press Enter.

On the Search Results page, the search results include the document you just added.

18. Click Back.

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Lab 7-2 Install Open Workbench

Goals Install Open Workbench.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

The steps in this lab are appropriate if you have installation rights for your desktop. However, in a
typical enterprise, the entire installation is pushed out centrally.

1. Log into CA PPM as admin.

2. Point to the Administration menu, and click Resources.

3. On the Resources page, in the Last Name column, click Administrator.

4. On the Resource: Properties page, click the Resources Access Rights tab and click Global.

5. On the Resource: Global Access Rights page, click Add.

6. On the Select Access Rights page, select Account Settings Navigate and click Add and Select
More.

7. In the Access Right filter field, type soft and click Filter.

8. Select Software Download Open Workbench and Software Download Microsoft Project

9. Click Add.

10. Click Logout, then login again to make the new access rights effective.

11. Point to the Home menu, and click Account Settings.

12. Click the Software Downloads tab.

13. On the Account Settings: Software Downloads page and, next to Open Workbench (x86), click
Download.

14. In the File Download dialog, click Run.


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15. In the Select Setup Language dialog, click OK.

16. In the Setup wizard:


a. Click Next.
b. On the Select Destination Location page, accept the default folder and click Next.
c. Click Install.
d. After the installation completes, click Finish.
The InstallShield Wizard dialog appears.

17. In the Open Workbench Installation dialog:


a. Click Next.
b. On the License Agreement page, select I accept the terms in the license agreement and
then click Next.
c. On the Select Features page click Next.
d. On the Ready to Install page click Install.
e. After the installation completes, click Finish.
The InstallShield Wizard dialog appears.

18. In the Schedule Connect by CA dialog:


a. Click Next.
b. On the License Agreement page, select I accept the terms in the license agreement and
then click Next.
c. On the Select Features page, click Next.
d. Click Install.
e. After the installation completes, click Finish.
f. Click Yes to restart the server.

Verify the Installation of Open Workbench

After you restart the server (log on as administrator, with password caeducation), you need to
restart the CA PPM services:

19. Open a command prompt and enter the following command:


service start all

You can now launch Open Workbench and open a project from CA PPM.

20. Click the Start button, and click Open Workbench.

21. Log in with your CA PPM credentials; admin / cappm, and click OK.

22. Click OK to close the Tip of the Day window.

23. Click Open to see a list of available projects in CA PPM.

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24. Double-click the csk.majorIT project, to open it into Open Workbench.


You receive a message that this project was last updated with Microsoft Project.

25. Click Yes, because you will not save the project.

The project will open, confirming that Open Workbench and Schedule Connect are successfully
installed.

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Module 7: Perform Post-Installation Tasks

Lab 7-3 Install the Microsoft Project Interface with Schedule


Connect

Goals Install the Microsoft Project Interface with Schedule Connect.

Time 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Important: Before you install the Microsoft Project Interface, make sure that JDK 1.7 or later is
installed on the user's computer. The installation is similar to the Open Workbench installation, but
there are a few extra steps as detailed below.

1. Point to the Home menu, and click Account Settings.

2. Click the Software Downloads tab.

3. On the Account Settings: Software Downloads page, under Windows Downloads, next to
Microsoft Project Interface (x86), click Download. After the download completes you are
asked if you wish to run mspsetup.exe or save.

To begin the installation:


a. Click Run.
b. Accept English and click OK.

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The setup wizard appears, indicating that the CA PPM Microsoft Project Interface with CA PPM
Schedule Connect will be installed on your computer. You are also recommended to close all
other applications before continuing.

4. Close any other open applications and click Next.


On the Select Destination Location page, the default location is selected. You do not need to
change this.

5. Click Next.

6. A warning explains that the default path already exists; this is because the path was created for
the installation of Open Workbench. Click Yes.

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7. On the Select Components page, select the following components, being sure not to select the
legacy interface (because the image you are using contains MSP 2013), and click Next.

8. On the Ready to Install page, verify the settings and click Install. The files will be extracted.

9. On the Introduction page, to continue, click Next.

10. On the License Agreement page, accept the license agreement and click Next.

11. On the Select Features page, accept the defaults and click Next.

12. On the Ready to Install the Program page, click Install.

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13. If the following screens appear, click Accept, and then Install , to continue the installation:

14. When the installation completes, a message appears, indicating that the install has been
successful.

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15. Click Finish.


The Schedule Connect installation will now start.

16. On the Introduction page of the CA Clarity PPM Schedule Connect install wizard, click Next.

Because Schedule Connect has already been installed on the machine, during the installation of
Open Workbench in the previous lab, a Program Maintenance window displays.

17. Press Cancel.

18. Click Yes to confirm the cancellation.

19. On the Install Complete page, click Finish.

20. On the Setup page, click Finish.

Complete the Installation in Microsoft Project

21. Click the Start button and then click All Programs.

22. Click the Microsoft Office 2013 folder and then click Project 2013.

23. A macro will attempt to run, but will be prevented due to the macro settings in Microsoft
Project. Click Enable Macros.

24. Click the Blank Project tile.

The installation has added a new menu to the Project 2013 ribbon.

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25. Click the CA PPM Integration menu.

26. Click the Open icon and log in as admin with password cappm:

27. Open the csk.majorIT project (the projects might vary in your image):

28. Verify that the project is retrieved:

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Module 8: Perform Backups and System Recovery

Lab 8-1 Back Up the Application

Goals Back up the CA PPM application.

Time 15 minutes
Based on the environment, it may take a long time.

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Check with the system administrator for the backup policies of the organization. CA PPM services
should be stopped and then restarted before and after any scheduled maintenance that will
interrupt connectivity between CA PPM and the database.

1. Open a Command Prompt window and enter the following command:


service stop all
Note: Generally, when you need to stop services to perform this or any other task, keep a note
of what you stopped and restart them after you have performed the task.

2. At the prompt, enter the following command:


admin backup

3. The backup process starts and requests the location of the backup directory. To create the
backup directory type C:\CAPPM\CAPPM_BACKUP

Note: If there is an existing backup folder, the folder is overwritten with the new backup.

After the backup is finished, the prompt appears. The CA PPM application is backed up in the
created directory.

4. To restart the services, open a Command Prompt window and enter the following:
service start all

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Lab 8-2 Back Up the CA PPM Transactional Database

Goals Back up the Oracle Server database.

Time 10 minutes
Based on the environment, it may take a long time.

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

The application and background services should be stopped before performing a database backup.

1. To stop the application services, open a Command Prompt window and enter the following:
service stop app bg

2. Open a Command Prompt window and enter the following command, replacing the <date>
with the date of the backup, for example CAPPM_20160503.dmp and CAPPM_20160503.log:
expdp system/caeducation@niku schemas=niku dumpfile=<date>.dmp logfile=<date>.log

Note: The command cannot contain directory paths for the files. The above command places
the backups in the default location for the database, which is:
C:\Oracle\Administrator\admin\NIKU\dpdump

For the general form of the command, see the Oracle documentation.
When the backup is finished, it will usually indicate that it is complete with warnings and will
indicate the location it has written the backup files to.

3. To restart the application service, open a Command Prompt window and enter the following:
service start app bg

4. Close the command prompt window.

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Lab 8-3 Restore the Application

Goals Restore the CA PPM application.

Time 15 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Check with the system administrator for the restore policies of the organization. CA PPM services
should be stopped and then restarted before and after any scheduled maintenance that will
interrupt connectivity between CA PPM and the database.

1. Open a Command Prompt widow and enter the following command:


service stop all

2. Using Windows Explorer, copy saxon.jar from the following staging folder:
C:\CAPPM\staging\tools\lib

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3. Paste the file in the following backup directory: C:\CAPPM\CAPPM_BACKUP\Tools\lib

4. Navigate to the C:\CAPPM\CAPPM_BACKUP directory.

5. Right-click the restore.xml file and click Edit.

6. In the XML file, perform the following task:


Find:
<proputil ref="version" loadFile="clarity/version.properties"

Replace with:
<proputil ref="version" loadFile="tools/version.properties"

7. Close and Save the file.

8. If the C:\CAPPM directory has not been removed during preparation for restoring the
application, rename the c:\CAPPM\CAPPM143 directory to c:\CAPPM\CAPPM143_old (or
delete the directory).

9. In the command window, type cd C:\CAPPM\CAPPM_BACKUP, and press Enter.

This navigates you to the folder containing the backup.

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10. In the command window, type dir, and press Enter.


This lists the contents of the backup folder:

11. Execute the restore.bat script. The restore process starts and the original directory is
automatically created in the CA PPM home directory.

Note: If the folder exists, the contents will be overwritten with the new restored files.

After the restore is finished, CA PPM can be restarted.

12. To restart the services, enter service start all at the command prompt, and press Enter.

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Lab 8-4 Restore the CA PPM Transactional Database

Goals Restore the Oracle Database server.

Time 5 - 10 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. To prepare the server for restoration, stop all services and delete the database by running the
following command in a Command Prompt window, logged in as the system user:
service stop all

2. Enter the following commands:


sqlplus system/caeducation@niku as sysdba

3. At the SQL prompt, enter:


DROP USER niku cascade;
Note: The schema and its contents have been deleted.

4. To create the niku user again with the correct privileges, enter the following commands:
Note: After you enter each GRANT statement, you will see Grant succeeded.
CREATE USER niku IDENTIFIED BY niku DEFAULT TABLESPACE USERS_LARGE TEMPORARY
TABLESPACE TEMP PROFILE DEFAULT;

GRANT CREATE SESSION TO niku;


GRANT ALTER SESSION TO niku;
GRANT CREATE TABLE TO niku;
GRANT CREATE TRIGGER TO niku;
GRANT CREATE VIEW TO niku;
GRANT QUERY REWRITE TO niku;
GRANT CREATE PROCEDURE TO niku;
GRANT UNLIMITED TABLESPACE TO niku;
GRANT CONNECT TO niku;
GRANT RESOURCE TO niku;

5. To exit the sqlplus command shell, enter the following:


exit;

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6. To restore the data, enter the following command, using the same backup filename as was used
when the backup was taken in lab 8-2:
impdp system/caeducation@niku schemas=niku dumpfile= <date>.dmp logfile= <date>.log

The screen displays the progress of the process. Compilation failures are expected because of
inter-dependencies between the objects. These are corrected in the next step.

Compile the Invalid Objects

7. Run the following command:


sqlplus system/caeducation@niku as sysdba

8. At the SQL prompt, enter:


EXEC DBMS_UTILITY.COMPILE_SCHEMA(schema=>'NIKU');

You can now restart the CA PPM services.

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Module 9: Manage Jobs

Lab 9-1 Schedule a Job

Goals Schedule and filter a job.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

You have already executed jobs when the integration jobs were run in lab 6. In this lab, we will
schedule a job to run periodically. Ensure that all services are running on both virtual machines.

1. On the CA PPM server, open a browser window and navigate to the following URL to open CA
PPM:
http://clarityT2

2. Log in as admin, password cappm.

3. Point to the Home menu and click the Reports and Jobs link.

4. On the Reports and Jobs page, click Jobs.


The jobs page appears.

5. Click the job type link for the Load Data Warehouse job.
The properties page appears.

6. Schedule the job as needed. In this example, use the following settings to have it run every 15
minutes.
a. Clear Immediately and select Scheduled.
b. Click the Start Date icon.
The Date Picker window appears.
c. Select Today.
d. In the Start Time lists, select a time 15 Minutes ahead of the current time.
e. Click Set Recurrence.
The Recurrence window appears.
i. Click Use Unix Crontab entry format.
ii. Enter the following string 00,15,30,45 * * * *
iii. Click Save And Return.

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7. Notify the Resources as needed. In this example, accept the default of admin.

8. Click Submit.
The Job now appears on the Jobs tab with a Job Status of Scheduled and, will show as
processing every 15 minutes. This is how the Data Warehouse will be updated to keep it
synchronized with the CA PPM transactional database.

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Module 9: Manage Jobs

Lab 9-2 View the Job Log

Goals View the job log.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. Point to the Home menu, and click Reports and Jobs.

2. Click the Jobs tab.

3. Scroll down the table and under Job Type, click LDAP - Synchronize New and Changed Users.
The Job Properties page appears.

4. Click Submit.
The Jobs: Scheduled Jobs page appears. The job will appear as "Failed".

5. The job will appear as "Failed". If necessary refresh the screen.

6. On the Jobs tab, next to the failed job, click the Log icon.

7. Under Job, click LDAP - Synchronize New and Changed Users.

Note: For a failed job, you will see high-level log details, but to view the detailed log, you must
log in to CSA.

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View the Job Log in CSA

8. Open a new browser window and enter http://clarityt2:8090/niku/app.

9. Enter admin as the password on the CSA login screen.


The Overview page appears.

10. In the Cluster Health Overview section, click the Logs icon.

11. In the Log File list, select bg-ca.log.

12. For the log display, confirm that the Max Size list is set to 1K and click Go.

You will see the error message indicating the synchronize new and changed users job failed,
and the reason for the failure:

13. Click Close to exit the CSA.

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Module 9: Manage Jobs

Lab 9-3 Create a New Job Definition

Goals Create a new job definition for a SQL Procedure type job.

Time 15 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Notes:
To create a job definition in CA PPM, the executable file must be developed first.
The stored procedure has already been created in the CA PPM database.
The stored procedure name, in this case, full_name_sp must be used to create the job
definition.

1. Log in to CA PPM as admin, password cappm.

2. Create two new resources, by navigating to Administration > Resources and clicking New. Use
the following as a template because it supplies the minimum data needed. Click Save and
Return when completed:
Field Values for first Resource Values for second Resource
Last Name User 1 User 2
First Name Lab Lab
User Name LU1 LU2
Resource ID LU1 LU2
Password clarity clarity
Password clarity clarity
Force Password Change selected selected
Email Address luone@nowhere.com lutwo@nowhere.com
Employment Type Employee Employee
Status Active Active

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3. Open a Command Prompt window, and log in to the niku database with the command:
sqlplus niku/niku@niku

4. Enter the following query at the SQL prompt:


Select r.id, r.full_name, u.id, u.full_name, u.id, u.full_name
From srm_resources r
Join cmn_sec_users u on r.user_id = u.id;

Notice the full_name column from cmn_sec_users table is null for the two new resources
created.

5. Create a new stored procedure for the job using the following:
CREATE OR REPLACE PROCEDURE full_name_sp
(p_job_run_id IN NUMBER, p_job_user_id NUMBER)
AS
BEGIN
UPDATE cmn_sec_users u
SET full_name =
(SELECT r.full_name FROM srm_resources r
WHERE r.user_id = u.id)
WHERE full_name IS NULL;
END;
/
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Module 9: Manage Jobs

You receive the following message: Procedure created.

You have queried the data for the two new resources and created the stored procedure for the
new job.

6. Return to CA PPM.

7. Point to the Administration menu, and click Reports and Jobs.


The Job Definitions page appears.

8. On the Job Definitions tab, click New.


The Job Definitions: Properties page appears.

9. Complete the following fields.


The Enable Log and Enable Output check boxes appear after you select the executable type, but
in this example, you do not use them.
Field Value
Job Definition Name Full Name Job
Job Definition ID full_name_job
Content Source Customer
Description Full Name Job
Active Selected
Executable Type SQL Stored Procedure
Executable Name full_name_sp

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Module 9: Manage Jobs

10. Click Save and Continue.


The Job Definitions: Parameters page appears. Because this procedure only uses the default
parameters, you do not need to specify additional parameters.

11. Point to the Home menu, and click Reports and Jobs.

12. Click the Jobs tab.

13. Select Full Name Job.

14. Confirm that Immediately is selected and run the job.

15. To see job status set to complete, on the Jobs tab, filter for "Full".
The Full Name Job status is Completed.

16. Close the window.

17. Return to SQL Plus command window.

18. Enter the following command at the SQL prompt:

Select r.id, r.full_name, u.id, u.full_name


From srm_resources r
Join cmn_sec_users u on r.user_id = u.id;

Notice that the data is now updated to display the full name.

19. Close the command prompt.

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Module 9: Manage Jobs

Lab 9-4 Run a Report

Goals Run a Jaspersoft report.

Time 15 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

To run reports, you must have some rights on the objects displayed in the reports, and the
Jaspersoft service must be running on the Jaspersoft server. Here we will use resources.

1. On the Menu bar, point to Administration and click Resources.

2. On the Resources page, in the Last Name column, click Administrator.

3. Point to the Resource Access Rights tab, and click Global.

4. On the Resource: Global Access Rights page, click Add.

5. On the Select Access Rights page:


a. Under Access Right Filter, in the Access Right field, type res and press Enter.
b. Select Resource - Navigate.
c. Select Resource - View All.
d. Click Add.

6. Log out and in again, to refresh the rights attached to the admin user.

7. Point to the Home menu, and click Reports and Jobs.

8. Click the Jobs tab

9. Execute the Load Data Warehouse Access Rights job.

10. When complete, execute the Load Data Warehouse Job.

11. When complete, point to the Home menu, and click Advanced Reporting.

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Module 9: Manage Jobs

12. Click the Library menu, and then click Resource Availability report link.

13. To execute the report, accept all default parameter values in the left hand pane and click Apply:

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Module 9: Manage Jobs

14. The report executes, showing the resource availability:

Congratulations, all components of CA PPM 14.3 are integrated.

Service Packs

From time to time CA release service packs that fix issues with CA PPM or enhance functionality in
accordance with users' requests. Fix packs are applied on top of the currently executing version,
and are cumulative, so there is no need, for example, to apply service pack 2 and then service pack
3, because service pack 3 has all the content of service pack 2 and more.

Each service pack comes with release notes that indicate what it contains and how it should be
applied. CA Technologies strongly recommends that service packs are applied to a non-production
instance, for evaluation, before being applied to a production instance.

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Module 9: Manage Jobs

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Module 10: Monitor Background Services on the Process Engine

Lab 10-1 Monitor Process Engine Pipelines

Goals Monitor process engine pipelines.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. Log in to CA PPM as admin.

2. Add the global Process Engine Monitoring right to the admin user, using the same method you
used in previous labs, then log out and log in again to make your change effective.

3. Point to Administration and click Process Engines.


The Process Engines page appears with a list of all background servers and statuses on the
Process Engines tab.

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Module 10: Monitor Background Services on the Process Engine

4. To view the pipelines for a specific background server, under Name, click the server. The
Process Engines page appears with a list of all pipelines associated to the selected server.

Note: For more information about pipelines, see the CA PPM Administration Guide. Contact CA
Support before configuring pipelines for the process engine.

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Module 10: Monitor Background Services on the Process Engine

Lab 10-2 View Event Messages

Goals View event messages for active processes.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

Note: This lab exercise is optional. Perform it if time permits.

1. Log in to CA PPM as admin.

2. Point to the Administration menu, and click Process Engines.


The Process Engines page appears with a list of all background servers and statuses on the
Process Engines tab.

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Module 10: Monitor Background Services on the Process Engine

3. To view active process events, click the Events tab.


The Process Events page appears. The sent and received messages for all active processes are
listed. The following screenshots are not from the virtual machines you are using.

Note: Sometimes the icon in the Status column might remain gray, indicating that the status
cannot be determined, even though the bg service is running. If this happens, to check if the bg
service is still active, click the process engine name link and wait 30 seconds. After the refresh
period, which is 30 seconds, it will show a running status.

See the CA PPM Administration Guide for more information about process events.

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Module 11: Build Password Expressions

Lab 11-1 Create a Password Expression

Goals Create a password expression in the Administration tool.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

1. Log in to CA PPM as admin, password cappm.


The Overview: General page appears.

2. Point to the Administration menu, and click System Options.

3. In the Change Password Options section, select Define Custom Expression.


You will create a custom expression matching the first password conversion example in the
module.

4. Complete the following fields:


Field Value
Regular Expression ^(?=.*\d)(?=.*[a-z])(?=.*[A-Z]).{4,8}$
Error Message Password must be at least four characters, at most eight characters and
must include at least one uppercase letter, one lowercase letter, and one
numeric digit.

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Module 11: Build Password Expressions

5. Click Save.

Test the Expression

6. Point to the Administration menu, and click Resources.


The Resources page appears.

7. Click New to create a new resource to test the password rules.


The Resource: Create page appears.

8. Fill in all required fields for creating a new resource.

9. In the Password and Confirm Password fields, type the following:


cla

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Module 11: Build Password Expressions

10. Click Save and Continue.


The error message you specified in the Error Message field now appears.

11. To provide a password that matches the criteria in the regular expression, in the Password and
Confirm Password fields, type the following:
Clarity1

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Module 11: Build Password Expressions

Lab Challenge 11-2 Revise the Password Expression

Goals In this lab challenge, revise the password expression and error message that you
set in the previous lab.

Time 5 minutes

Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
Oracle_Installation_Lab_Files link to access demonstrations for the labs.

In this lab challenge, you will perform the following activities:

1. The new password needs to be at least six characters, which must include at least one of each
of the following characters:
Uppercase letter
Lowercase letter
Digit
Special character

2. The error message should clearly state the requirement.

3. To test the password rule, update the resource that was created in the previous lab, and assign
a password that does not meet the requirements that you have set.

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Appendix A: Solution to Lab Challenge

Appendix A: Solutions to Lab Challenges

The following solutions provide step-by-step instructions to complete the lab challenges.

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Appendix A: Solution to Lab Challenge

Lab Solution 11-2 Revise the Password Expression

Solution
1. Log in to CA PPM as admin.
The Overview: General page appears.

2. Point to the Administration menu, and click System Options.


The System Options page appears.

3. In the Change Password Options section, clear the fields and type the following:
Field Value
Regular Expression ^(?=.*\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[^0-9a-zA-Z]).{6,}$
Error Message Password must be at least six characters and must include at least
one uppercase letter, one lowercase letter, one digit, and one
special character.

4. Click Save.

5. Point to the Administration menu, and click Resources.


The Resources page appears.

6. Update an existing resource to test the password rules.

7. In the Password and Confirm Password fields, type the following:


cla

8. Click Save and Continue.


The error message you specified in the Error Message field now appears.

9. In the Password and Confirm Password fields, type the following:


Clarity1!

10. Click Save and Continue.


The error message does not appear. The password meets the new rule.

11. Logout and close the CA PPM window.

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Appendix B: CA Technologies Dynamic Lab Environment

Appendix B: CA Technologies Dynamic Lab Environment

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Appendix: CA Technologies Dynamic Lab Environment

Dynamic Lab Environment Access and User Guide

Getting Started
Dynamic Lab Environment is the name of the CA Education virtual environment for labs and
practice activities. The technology behind the Dynamic Lab Environment is provided by Skytap and
some of the instructions in this document reference Skytap.
This appendix provides the following information:
System and network requirements
Self-Directed Learning login and usage information
Setting up an environment (other than Self-Directed Learning)
Best practices
Troubleshooting
Escalating unresolved issues

System Requirements
The minimum system requirements for an individual client machine accessing the Dynamic Lab
Environment are listed below. Please check that you meet the minimum requirements and that
you have the equipment you need before attempting to use the environment.

Windows XP/2003/Vista/2008/Windows 7/2008 R2/Windows 8/2012


Operating
Mac OS X 10.7 or higher (Lion or Mountain Lion)
Systems
Linux variants with supported browser and Java versions
Internet Explorer 8, 9, or 10
Browsers
Mozilla Firefox
Google Chrome
Mac OS X Safari

Java Version
The acceptable Java versions are Java 1.6, 1.7, or newer.
If you are unsure which version of Java you are running, simply click the following link and it
will auto-detect: http://java.com/en/download/installed.jsp or type java -version in the
terminal for Linux.
If you are running OS X, please see Running Java on Mac OS X.
For information on installing Java on your local Linux machine, see How to install Java on my
local Linux machine.

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Appendix B: CA Technologies Dynamic Lab Environment

Self-Directed Learning Access and Instructions

After you register for the course, you will receive a system-generated email that includes two
important pieces of information:
A published URL to access your assigned lab environment
The date and time on which your access to that environment expires
Keep this email as you will need to use the URL whenever you access your lab environment.
Here is a sample email with the two pieces of information highlighted:

Access Your Assigned Lab Environment


Click on the published URL from the email or paste the link in your web browser to access your
assigned lab environment. Use this same link each time you access your dynamic lab environment.
A sample environment with multiple Virtual Machines (VMs) is shown below:

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Appendix: CA Technologies Dynamic Lab Environment

The above sample environment includes three VMs. Your particular environment will be
appropriate for the course activities for which you have registered.
NOTE: When you initially access your environment, you may see a Java prompt, asking if
you want to run this application. Click Run if you see this prompt. It will enable you to
properly connect into the environment and enable the keyboard to work correctly.

Manage Your Assigned Lab Environment


You are allocated a certain amount of lab session time to complete all of the activities associated
with a given course. That time starts once you access your environment and continues to run until
the end date and time specified in the email. The clock continues to run even if you are not
actively working in the environment unless you manage your environment.
Use the Suspend and Run buttons to manage your lab environment. These buttons are shown
below:

Using Suspend to preserve your lab time


Click the Suspend button to stop the Run Time clock. Do this any time you are not working on
course activities to preserve your remaining time. You can suspend any or all of the VMs in your
environment by clicking in the check box in each VM window and then clicking the Suspend button.
The Suspend button is called out in the following sample where all three VMs have been checked:

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Appendix B: CA Technologies Dynamic Lab Environment

When you click Suspend, your allocated lab time is preserved and the time clock remains paused
until you change the status to Run. The VMs in a suspended environment display that status as
shown in the following image:

Once you have suspended your environment, you can minimize or close the browser window in
which the environment has been running. Use the same URL you were sent in email to re-open
your environment when you are ready to resume.

Using Run to resume running your lab time


Click the Run button to start up suspended VMs and restart the Run Time clock. The Run button is
called out in the following sample:

This may take several minutes. The environment is ready the when VMs are highlighted in green
and display a Running status. Click on the machine(s) you want to directly access to start or resume
your lab activities.

Tracking lab time using the Run Time clock


The Run Time clock in the upper right corner of your set of VMs tracks how much dynamic lab
environment time you have left.

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Appendix: CA Technologies Dynamic Lab Environment

Network Requirements
We recommend a minimum download speed of 1.16 Mb/sec (150 KB/sec) per client connection
(i.e., each individual user). In addition, we recommend latency of 250ms or less.
If you have a group of 15 users, each connecting to their own client session from the same physical
location concurrently, the recommended amount of bandwidth required is
1.16Mb/sec per user x 15 or 17.5Mb/sec.

Connection Test
If you are connecting for the first time, or connecting from a computer you have never used before,
run the connection and speed tests to make sure that your browser supports a connection to the
Dynamic Lab Environment. These tests are hosted by Skytap directly.
Use the following URL to use the Skytap Connectivity Checker to run connection and speed tests:
https://cloud.skytap.com/tools/connectivity

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Appendix B: CA Technologies Dynamic Lab Environment

Best Practices

Use the following list of best practices to help you avoid potential issues with the Dynamic Lab
Environment:
Ensure that you are connected to a dedicated hardwired network connection on a
broadband internet connection.
Do not use Wi-Fi connection because it is more susceptible to higher latency issues
impacting performance.
Close all applications and documents you are not using for your virtual training; applications
running in the background may use up your computer's bandwidth and affect system
performance.
You should not be connected to a corporate VPN while connecting to the virtual training
class.

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Appendix: CA Technologies Dynamic Lab Environment

Troubleshooting

Run both Connectivity Checker and Speed Test from appropriate application regions and submit
results to educationlabs@ca.com. Before the start of class, make sure your browser supports a
connection to the remote labs.

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