Primavera. Contract Manager Installation Guide

Transcription

1 Primavera Contract Manager Installation Guide

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9 ix Table of Contents Preface... xvii Contract Manager Overview...xviii Uninstalling Existing Client... xx Upgrade Information... xxi Contract Manager Documentation...xxii About this Manual... xxiv Primavera Customer Support...xxvii Upgrading, Creating, and Migrating Databases Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version...27 Prerequisites Upgrading 8.5 Sybase Databases Converting Sybase Reports and Forms to Expedition Professional 10.0 Format31 Upgrading an 8.5 Oracle Database to Expedition Professional 9.0 Format Upgrading a 9.0 Oracle Database to Expedition Professional 9.1 Format Upgrading a 9.1 Oracle Database to Expedition Professional 10.0 Format Converting Existing Oracle Reports & Forms to Expedition Professional 10.0 Format39 Upgrading 10.0 Databases to the Current Version of Contract Manager41 Prerequisites Initial Upgrade Steps Upgrading Oracle Databases Upgrading Sybase Adaptive Server Anywhere Databases Creating Databases...47 Initial Setup Steps Creating Oracle Databases Creating Microsoft SQL Server Databases Creating Sybase Adaptive Server Anywhere Databases Migrating Databases...55 Initial Setup Steps... 56

10 x Table of Contents Migrating Oracle Databases to Microsoft SQL...57 Migrating Sybase Adaptive Server Anywhere Databases to Microsoft SQL...60 Migrating Sybase Adaptive Server Anywhere Databases to Oracle...63 Installing Related Applications InfoMaker 10.5 Installation...69 Initial Setup Steps...70 Using the Primavera Setup Program to Setup the Database Connection...71 Sybase Adaptive Server Anywhere 7.0 Database Server Installation73 Installing the Software...74 Microsoft SQL Server 2005 Express Database Server Installation75 Prerequisites...76 Installing the Software...77 Before Installing Contract Manager Preparing for Installation...81 Preparing Your System for Installation...82 JBoss Prerequisites...84 WebLogic Prerequisites...86 Launch the InstallShield Wizard...89 Microsoft.NET Framework Installation and Microsoft SQL Server Setup91 Microsoft.NET Framework Installation...92 Microsoft SQL Server Setup...93 Installing the J2SE Development Kit...95 Installing the Software...96 Stand-Alone Installation Stand-Alone Microsoft SQL 2005 Express Server Installation...99 Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle..102 Connecting to the Project Management Schedule Database Running Microsoft SQL Server104 Set Up the Contract Manager Reports and Forms Library Stand-Alone Sybase Adaptive Server Anywhere Installation Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle..110 Connecting to the Project Management Schedule Database Running Microsoft SQL Server112 Set Up the Contract Manager Reports and Forms Library...114

11 Table of Contents xi Web Server Installation without Database Creation Web Server Installation, no Database Creation, MS SQL Server117 Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server 124 Web Server Installation, no Database Creation, for Oracle Prerequisites Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server 135 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running on Microsoft SQL Server 145 Web Server Installation with Database Creation Web Server Installation with Database Creation for Microsoft SQL Server 151 Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server 159 Web Server Installation with Database Creation for Sybase Adaptive Server Anywhere Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server 167 Upgrade Installations for Expedition Versions 8.x/9.x Upgrade from Expedition 8.5 Stand-Alone Version to Contract Manager171 Prerequisites Primavera

12 xii Table of Contents Perform the Installation Upgrade from Expedition 8.5 to Contract Manager for Sybase Database Server Prerequisites Perform the Installation Upgrade from Expedition 8.5 Web Server Versions to Contract Manager Web Server Prerequisites Perform the Installation Upgrade from Expedition Version 9.x to Contract Manager for Sybase Standalone Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database186 Installing When Connecting to the Project Management Schedule Database Running Oracle 189 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Upgrade from Expedition 9.x to Contract Manager for Sybase Database Server Prerequisites Performing the Upgrade Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server 201 Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database205 Installing When Connecting to the Project Management Schedule Database Running Oracle 207 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server 213 Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database217 Installing When Connecting to the Project Management Schedule Database Running Oracle 219 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL...221

13 Table of Contents xiii Upgrade Installation for Expedition Version 10.0 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand-Alone 227 Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database230 Installing When Connecting to the Project Management Schedule Database Running on Oracle 232 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Upgrade from Expedition 10.0 to Contract Manager for Sybase Database Server Prerequisites Performing the Upgrade Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server 243 Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database247 Installing When Connecting to the Project Management Schedule Database Running on Oracle 249 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server 255 Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database259 Installing When Connecting to the Project Management Schedule Database Running on Oracle 261 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Upgrade from Contract Manager Version 11.0 or Later to the Current Version Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database270 Primavera

14 xiv Table of Contents Installing When Connecting to the Project Management Schedule Database Running on Oracle 272 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Database Server Prerequisites Performing the Upgrade Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database287 Installing When Connecting to the Project Management Schedule Database Running on Oracle 289 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database299 Installing When Connecting to the Project Management Schedule Database Running on Oracle 300 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database309 Installing When Connecting to the Project Management Schedule Database Running on Oracle 310 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Upgrading Databases after Installing a Service Pack Upgrade Microsoft SQL Databases After Installing a Service Pack Upgrade 317 Prerequisites Upgrade the GROUP and ADMIN Databases...319

15 Table of Contents xv Upgrade Oracle Databases After Installing a Service Pack Upgrade321 Prerequisites Upgrade the GROUP and ADMIN Databases Upgrade Sybase Adaptive Server Anywhere Databases After Installing a Service Pack Upgrade Prerequisites Upgrade the GROUP and ADMIN Databases Running the Contract Manager Server Config Utility and Performing Setup... Tasks Running the Server Config Utility Initial Setup Steps Running Server Config for a Microsoft SQL Server Running Server Config for Oracle Running Server Config for Sybase Adaptive Server Anywhere Setting Up Contract Manager Adding Serial Numbers Adding Contract Manager Users Setting Up Attachments Setting Up Reports and Forms Displaying Report Titles Containing International Characters Running Contract Manager as a User Account Adding New Groups and Passwords Adding New Databases to Contract Manager Reconfiguring the Contract Manager Web Server WebLogic Configuration Configuring WebLogic for Microsoft SQL Server Databases Prerequisites Data Source Setup for Microsoft SQL Server Finishing the Data Source Setup and Deploying Contract Manager Configuring the Contract Manager Port Specification Configuring WebLogic for Oracle Databases Prerequisites Data Source Setup for Oracle Finishing the Data Source Setup and Deploying Contract Manager Configuring the Contract Manager Port Specification Configuring WebLogic for Sybase Adaptive Server Anywhere Databases383 Prerequisites Data Source Setup for Sybase Adaptive Server Anywhere Finishing the Data Source Setup and Deploying Contract Manager Primavera

16 xvi Table of Contents Configuring the Contract Manager Port Specification Index...389

17 xvii Preface In this chapter Contract Manager Overview Uninstalling Existing Client Upgrade Information Creating New Databases Migrating Existing Databases Contract Manager Documentation About this Manual Primavera Customer Support Contract Manager is contract-control software designed to help you manage your projects more easily. From submittals to change orders, all the facts about your project are at your fingertips. This manual describes how to install and configure Contract Manager.

18 xviii Preface Contract Manager Overview Contract Manager is a browser-based product that enables project users to interactively review, update, and comment on documents on which they need to take action. With the help of a Web browser, Contract Manager grants real-time access to a Contract Manager project database across an intranet or the Internet. Contract Manager Database Server See Microsoft SQL Server 2005 Express Database Server Installation on page 75. See also Sybase Adaptive Server Anywhere 7.0 Database Server Installation on page 73. The database server stores your project data. Web clients access project data through the Contract Manager Web Server. You can run Contract Manager with Microsoft SQL, Sybase Adaptive Server Anywhere, or Oracle on the Database server. Contract Manager Web Server and application server host components The Web Server and Application Server must have the following: Internet access A fire wall configured to allow only HTTP requests to the port and TCP/IP address of the Web Server. Microsoft Office, including MS Word must be installed on the Contract Manager Web Server and Application Server before installing the Contract Manager software. Otherwise, the Letters module will not work correctly. The Contract Manager Web Server validates Contract Manager Web users, enforces Contract Manager's business rules, and communicates with the Contract Manager database server. The Contract Manager Database Server and Web Server are the components you will be installing with these instructions. The Contract Manager Web Server needs access to a number of folders on your LAN. It will install the files in folders it creates in order to run, but needs access to your Contract Manager reports, forms, and attachment locations. Contract Manager Web Server \Primavera\ContractManager Server components

19 Preface xix Reports and Forms default folders \Primavera\ContractManager\Reports \Primavera\ContractManager\Forms \Primavera\ContractManager\ Contract Manager's report files Contract Manager's form files Image files used by reports and forms. Supported operating systems for Contract Manager 12.1 The supported operating system information is listed in the Considerations document that displays when you start the Contract Manager installation.

20 xx Preface Uninstalling Existing Client In Contract Manager, use the web browser as the client. If you are upgrading from version 8.x, Primavera recommends that you uninstall your existing Expedition clients by doing the following: 1 Click Start, Settings, Control Panel. 2 Double-click Add/Remove Programs. 3 Choose Primavera Expedition and click Add/Remove. 4 Repeat steps 1 through 3 for each Expedition client.

21 Preface xxi Upgrade Information The Contract Manager installer will upgrade Expedition Professional versions 8.0 and higher to Contract Manager. If you are running Expedition 7.5 or lower, you must uninstall it and install the current version of Contract Manager as a new installation. You should upgrade existing databases before installing Contract Manager. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See Primavera Customer Support on page xxvii. If your databases are Expedition Professional version 8.x or 9.x, you must upgrade them to Expedition Professional After that, you must upgrade them to the current version of Contract Manager. This is done through the converter programs available on the Contract Manager <release number> release diskette or CD. If your databases are Expedition Professional version 10.0, upgrade them to the current version of Contract Manager. For Sybase Adaptive Server Anywhere databases, perform the database upgrade directly on the database server machine, or from a machine that has Sybase Adaptive Server Anywhere and access to the database files. Sybase databases cannot be upgraded or migrated from other platforms via client connections. For Oracle databases, you can upgrade the databases from any machine that has the Oracle client drivers installed, or has the Oracle client drivers and server connection information. If you have version 8.x and earlier, you must convert the databases to Expedition 8.x or 9.x before converting them to version 10.0, and then to the current version of Contract Manager. For information on how to do this, contact Primavera Customer Support.

22 xxii Preface Contract Manager Documentation Contract Manager documentation consists of the following: Contract Manager Installation Guide explains how to install Contract Manager and convert data from previous versions of Contract Manager. The network or database administrator responsible for the initial installation of Contract Manager, ongoing maintenance of the system and database, and general troubleshooting should read this manual. Contract Manager Online Help is an integrated comprehensive online help system that supplements the printed documentation. The help system is available while you using the software for quick access to information about fields, commands, and dialog boxes. Help also includes step-by-step procedures for performing functions, and supplies answers to common questions. The Table of Contents provides a starting point for many major topics. You can also use Help s powerful Search and Index features to find topics related to any text you enter. Click How To for a list of all procedures contained in Help. Contract Manager User s Guide shows how to manage and monitor paperwork from initial contracts through the last change order. All individuals who use Contract Manager should read this guide, even if they are already familiar with previous versions of Contract Manager. The Contract Manager CD contains a file called Implementing HTTPS in Contract Manager.pdf in the \documentation folder that explains how to implement SSL for Contract Manager. Online Documentation can be accessed by inserting the Contract Manager CD-ROM in your computer s CD-ROM drive, then going to \documentation. In addition to the Contract Manager User s Guide and Installation Guide, the following documentation is available online: The InfoMaker Getting Started online manual helps you use InfoMaker, the report writer included with the Contract Manager software. Technical Bulletins provide detailed, technical documents generated by Primavera Customer Support to answer questions asked by users.

23 Preface xxiii Several areas of Contract Manager can be customized, such as the Control Center, document names, and document field labels. The examples throughout this manual and in Help use the default settings shipped with Contract Manager.

24 xxiv Preface About this Manual This manual guides you through the installation of Contract Manager 12.1, whether you are installing Contract Manager for the first time or upgrading from a previous version of Contract Manager. Anyone who is responsible for installing Contract Manager should read this manual. Whether you are a network administrator or user, this manual contains the information you need to set up Contract Manager in your environment. Chapter Contents Upgrading Pre-10.0 Version Databases Reports, and Forms to the 10.0 Version Explains how to upgrade 8.x and 9.x databases to the 10.0 version. This must be done before the databases can be upgraded to the current version of Contract Manager. After you upgrade the databases to 10.0, use the next chapter to upgrade the databases to the current version of Contract Manager. Upgrading 10.0 Version Databases to the Current Version of Contract Manager Creating Databases Migrating Databases InfoMaker 10.5 Installation Sybase Adaptive Server Anywhere 7.0 Database Server Installation Microsoft SQL Server 2005 Express Database Server Installation Beginning the Installation Microsoft.NET Framework Installation and MS SQL Server Setup Explains how to upgrade 10.0 databases to the current version of Contract Manager. Use this section if you have upgraded your databases from 8.x and 9.x databases to the 10.0 version, or if you have been using the 10.0 version and are upgrading to the current version of Contract Manager. Explains how to create Microsoft SQL, Oracle, and Sybase Adaptive Server anywhere databases to be used by Contract Manager. Explains how migrate Oracle databases to Microsoft SQL, Sybase Adaptive Server Anywhere databases to Microsoft SQL, and Sybase Adaptive Server Anywhere databases to Oracle. Explains how to install InfoMaker 10.5 for use with Contract Manager reports and forms. Explains how to install Sybase Adaptive Server Anywhere 7.0 on your network database server. Explains how to install Microsoft SQL Server 2005 Express for use by up to 8 Contract Manager users. Explains how to prepare your system for installation, and describes how to launch the InstallShield Wizard to install the Contract Manager software. Describes the installation for Microsoft.NET Framework, and the setup process for Microsoft SQL Server. Installing the J2SE Development Kit Describes the installation and setup process for J2SE Development Kit.

25 Preface xxv Chapter Stand-Alone Microsoft SQL Server 2005 Express Installation Contents Explains how to how to install the Contract Manager software as a stand-alone system using Microsoft SQL Server 2005 Express. A standalone system is one with a single license on a single machine. Stand-Alone Sybase Adaptive Server Anywhere Installation Explains how to how to install the Contract Manager software as a stand-alone system using Sybase Adaptive Server Anywhere. A standalone system is one with a single license on a single machine. Web Server Installation, No Database Creation, for MS SQL Server Web Server Installation, No Database Creation, for Oracle Web Server Installation, No Database Creation, for Sybase Adaptive Server Anywhere Web Server Installation, with Database Creation, for MS SQL Server Web Server Installation, with Database Creation, for Sybase Adaptive Server Anywhere Explains how to install Contract Manager with multiple licenses for Microsoft SQL Server. This option assumes that the databases have already been created. Explains how to install Contract Manager with multiple licenses for Oracle. This option assumes that the databases have already been created. Explains how to install Contract Manager with multiple licenses for Sybase Adaptive Server Anywhere. This option assumes that the databases have already been created. Explains how to install Contract Manager with multiple licenses for Microsoft SQL Server, including database creation. Explains how to install Contract Manager with multiple licenses for Sybase Adaptive Server Anywhere, including database creation. Upgrade from Expedition 8.5 Standalone Version to Contract Manager Explains how to perform an upgrade installation of Contract Manager for a Sybase stand-alone version when an 8.5 version of Expedition Professional exists Upgrade from Expedition 8.5 to Contract Manager for Sybase Database Server Explains how to perform an upgrade installation of Contract Manager for a Sybase database server when an 8.5 version of Expedition Professional exists. Upgrade from Expedition 8.5 Web Server Versions to Contract Manager Web Server Explains how to perform an upgrade installation of Contract Manager for Oracle or Sybase Web servers when an 8.5 version of Expedition Professional exists. Installation to Upgrade from Expedition 9.x to Contract Manager Installation for Sybase Stand-alone Installation to Upgrade from Expedition 9.x to Contract Manager for Sybase Database Server Explains how to install a stand-alone version of Contract Manager for Sybase Adaptive Server Anywhere when a 9.x version of Expedition Professional exists Explains how to perform an upgrade installation of Contract Manager for a Sybase database server when a 9.x version of Expedition Professional exists.

26 xxvi Preface Chapter Contents Installation to Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server Explains how to install a stand-alone version of Contract Manager for Sybase Adaptive Server Anywhere when a 9.x version of Expedition Professional exists. Installation to Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server Explains how to install Contract Manager for an Oracle Web server when a 9.x version of Expedition Professional exists. Upgrade from Expedition 10.x to Contract Manager Installation for Sybase Stand-alone Upgrade from Expedition 10.x to Contract Manager for Sybase Database Server Upgrade from Expedition 10.x to Contract Manager for Sybase Web Server Upgrade from Expedition 10.x to Contract Manager for Oracle Web Server Upgrade Microsoft SQL Databases After Installing a Service Pack Upgrade Upgrade Oracle Databases After Installing a Service Pack Upgrade Explains how to install a stand-alone version of Contract Manager for Sybase Adaptive Server Anywhere when a 10.x version of Expedition Professional exists. Explains how to install Contract Manager when upgrading from an existing Sybase Adaptive Server Anywhere database server 10.x version of Expedition Professional. Explains how to install Contract Manager when upgrading from an existing Sybase Adaptive Server Anywhere Web Server 10.x version of Expedition Professional. Provides instructions for installing Contract Manager for the Oracle Web server when a previous version of Expedition Professional exists. Explains how to upgrade the Microsoft SQL GROUP and ADMIN databases after you install a Contract Manager service pack. Explains how to upgrade the Oracle GROUP and ADMIN databases after you install a Contract Manager service pack. Upgrade Sybase Adaptive Server Anywhere Databases After Installing a Service Pack Upgrade Explains how to upgrade the Sybase Adaptive Server Anywhere GROUP and ADMIN databases after you install a Contract Manager service pack. Running the Server Config Utility Setting Up Contract Manager Explains how to run the Server Config utility to modify your current Contract Manager database and configuration settings. Explains how to add users, set up attachments, reports, and forms, display report titles with international characters, run Contract Manager as a user account, add new databases to the Contract Manager Web server, and reconfigure the Contract Manager Web server.

27 Preface xxvii Primavera Customer Support If you have a question about using Contract Manager that you or your network administrator cannot answer using the documentation or Help, contact Primavera Customer Support at the times and locations listed below. Please have your Contract Manager module serial number ready when you call. This number is printed on your serial number diskette. It can also be displayed when using the module by right-clicking on the Help icon in the header. Each interaction is logged to help Primavera resolve your questions quickly. Office Time Zone Hours Telephone FAX Address* Bala Cynwyd, PA, US London, England, UK ET 8:00-8:00 (Mon-Fri) GMT 8:30-6:30 (Mon-Fri) support@primavera.com support@primavera.com *Primavera s Web site at provides support and product information such as knowledgebases, file downloads, user group and news group information, and a product enhancement request form. In the United States, Primavera periodically and randomly monitors Customer Support calls to ensure that you are receiving the highest quality support. Contract Manager databases contain calculations called stored procedures. Although a Contract Manager database administrator has the ability to modify these procedures, Primavera does not recommend changing them. Modifying these procedures voids your Primavera Customer Support agreement.

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29 Part 1 Upgrading, Creating, and Migrating Databases In this part Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version Upgrading 10.0 Databases to the Current Version of Contract Manager Creating Databases Migrating Databases

30 This part describes how to Upgrade, create, and migrate databases. Databases that pre-date the 10.0 version cannot be directly upgraded to the current version of Contract Manager. They must first be upgraded to the 10.0 version. Upgrading Pre-10.0 Databases to the 10.0 Version describes how upgrade existing Contract Manager databases to the 10.0 version. This must be done before the databases can be upgraded to the current version. Upgrading 10.0 Databases to the Current Version of Contract Manager describes how to upgrade existing Contract Manager 10.0 databases to the cusrrent version. Migrating Databases describes how to migrate databases from one format to another. Supported formats are: Microsoft SQL, Oracle, and Sybase Adaptive Server Anywhere.

31 27 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version In this chapter Prerequisites Upgrading 8.5 Sybase Databases Converting Sybase Reports and Forms to Expedition Professional 10.0 Format Upgrading an 8.5 Oracle Database to Expedition Professional 9.0 Format Upgrading a 9.0 Oracle Database to Expedition Professional 9.1 Format Upgrading a 9.1 Oracle Database to Expedition Professional 10.0 Format Converting Existing Oracle Reports & Forms to Expedition Professional 10.0 Format +If you have Sybase databases, reports, and forms that are for version 8.x you must upgrade them first to the 10.0 version. If you have a version of the product earlier than the 8.x version, call Customer support for further assistance. If you have Oracle databases, reports, and forms, that are for version 8.x you must upgrade them first to the 9.0 version, then to the 9.1 version, and then to the 10.0 version. After you upgrade your 8.x databases, reports, and forms to the 10.0 version, you must upgrade them to the current version in order for them to properly function with Contract Manager. This chapter describes how to upgrade the 8.x databases, reports, and forms.

32 28 Part 1: Upgrading, Creating, and Migrating Databases Prerequisites Before beginning the upgrade for Expedition databases, reports, and forms that predate Expedition Professional 10.0 on a network, do the following: 1 Empty the transmittal queue. 2 Back up the existing databases, reports, and forms.

33 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version 29 Upgrading 8.5 Sybase Databases Overview The Conversion Application enables you to upgrade (convert) 8.x version databases to version You must also upgrade the Administration database that contains your Expedition user names (for example, EXPADMIN or EXP50SRV.EXPADMIN). Notes: You must upgrade your EXPADMIN database before upgrading your project databases. Make a backup copy of your database before converting it. Make sure that your Transmittal Queue is empty before converting. Do not open version 10.0 projects in previous versions of Expedition. Doing so can cause data loss or integrity problems. Upgrade a database You must be on the machine running the Sybase database, or on a machine with Sybase Adaptive Server Anywhere and have access to the database files. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page On Welcome to Primavera Contract Manager dialog box, choose Configure Contract Manager Databases. 2 On the next dialog box, choose 8.x/9.x Sybase Database Upgrade to 10.x Utility. This displays the Conversion dialog box. 3 On the Conversion dialog box, click Convert Database, and click the Next button. 4 Select the database you want to convert in the Select Full Path of Database File To Convert field, and click Convert (remember to convert EXPADMIN first). 5 Enter your user name and password when prompted. To convert a database, you must have rights to add a project. You can then convert another database, or exit the conversion program. 6 When you finish upgrading all Expedition 8.x databases to 10.0, upgrade them to the current version of Contract Manager.

34 30 Part 1: Upgrading, Creating, and Migrating Databases Notes: If EXPADMIN is converted, and you exit the converter, and then access the conversion program again to convert your project database, you may get the following error message "Invalid User name and Password." To get around this, select the conversion for the EXPADMIN database again. You will then see the following error message: "It is already a 10.0 version," but this establishes the correct username/password for conversion. You can then successfully convert the project database.

35 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version 31 Converting Sybase Reports and Forms to Expedition Professional 10.0 Format You must be on the machine running the Sybase database. To convert reports and forms, do the following: 1 On Welcome to Primavera Contract Manager dialog box, choose Configure Contract Manager Databases. 2 On the next dialog box, choose 8.x/9.x Sybase Database Upgrade to 10.x Utility. This displays the Conversion dialog box. 3 On the Conversion dialog box, click Convert Reports and Forms, and click the Next button. 4 Read the warning message, and then choose the Reports Folder where your reports reside (use the Browse button if necessary). 5 Choose the Forms Folder where your forms reside (use the Browse button if necessary). 6 Click the Proceed button. The Converter runs through all the reports and forms files, updating those that need to be modified. Note: The Conversion program does not change the layout of the reports and forms. It modifies the table field sizes for any columns that were changed for version 10.0.

36 32 Part 1: Upgrading, Creating, and Migrating Databases Upgrading an 8.5 Oracle Database to Expedition Professional 9.0 Format You must make a backup of the Expedition databases before converting them. IMPORTANT: You must first upgrade your 8.5 database to version 9.0 before you can upgrade it to version 9.1. Use this procedure to upgrade your Expedition 8.5 database to 9.0 before upgrading to 9.1. The following two scripts are provided to convert the Expedition tablespaces to version 9.0. These scripts execute the SQL statements of the files on the Contract Manager CD in the folders under \Oracle. OR_EXPADMIN_CONV_8590.SQL is the script to convert the Expadmin tablespace (or OR_EXPADMIN_CONV_8590_UNIX.SQL for UNIX). OR_EXPDB_CONV_8590.SQL is the script to convert the project tablespace (or OR_EXPDB_CONV_8590_UNIX.SQL for UNIX). 1 From the Expedition Professional CD, copy the OR_EXPADMIN_CONV_8590.SQL and OR_EXPDB_CONV_8590.SQL files (or OR_EXPADMIN_CONV_8590_UNIX.SQL and OR_EXPDB_CONV_8590_UNIX.SQL for UNIX) from the \Oracle\85to90 folder to a drive on your system so that you can edit them. 2 Turn off the read-only attributes of both of the files. 3 Edit the OR_EXPADMIN_CONV_8590.SQL script (or OR_EXPADMIN_CONV_8590_UNIX.SQL for UNIX), and update the variables at the beginning of the file to reflect your system configuration. 4 Edit the OR_EXPDB_CONV_8590.SQL script (or OR_EXPDB_CONV_8590_UNIX.SQL for UNIX), and update the variables at the beginning of the file to reflect your system configuration.

37 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version 33 5 From Oracle's SQLPlus, connect to the Expedition database. Run the edited OR_EXPADMIN_CONV_8590.SQL script (or OR_EXPADMIN_CONV_8590_UNIX.SQL for UNIX). The EXPADMIN_LOG_LOC log file will be created recording all of the scripts that have run. You must convert the Expadmin tablespace first. 6 Check the expadmin.log file for any errors and correct any issues before continuing with the next step. 7 From Oracle's SQLPlus, connect to the Expedition database. Run the edited OR_EXPDB_CONV_8590.SQL script or OR_EXPDB_CONV_8590_UNIX.SQL for UNIX). The EXPDB_LOG_LOC log file will be created recording all of the scripts that have run. 8 Check the expdb.log file for any errors and correct any issues. 9 If you have more than one Expedition project tablespace, make a copy of the OR_EXPDB_CONV_8590.SQL file (or OR_EXPDB_CONV_8590_UNIX.SQL for UNIX) for each project tablespace. Update it so that it references the correct user and tablespaces.

38 34 Part 1: Upgrading, Creating, and Migrating Databases Upgrading a 9.0 Oracle Database to Expedition Professional 9.1 Format This section explains how to upgrade an Expedition Professional 9.0 Oracle database to Expedition Professional 9.1. IMPORTANT: If you are currently using Expedition 8.5 and are upgrading to the current version of Contract Manager, you must first upgrade your 8.5 database to version 9.0 before you can upgrade it to version 9.1. Refer to the previous section for instructions. For UNIX installations, copy the ORA_UNIX_9091.ZIP file to your server machine and unzip the file. Expedition requires an Oracle UTF8 database. This conversion procedure includes exporting from the Expedition Professional 9.0 database, creating a new Oracle UTF8 database, and importing and loading the exported data into the new UTF8 database. Export the existing tablespaces Copy the EXPORT_TABLESPACES. BAT file (or export_tablespaces_unix.sh for UNIX) on the Contract Manager CD in the \oracle\90to91 folder to a local folder and edit the variables to represent your system configuration. This batch file runs the Oracle EXPORT program on the EXPADMIN tablespace and one project tablespace (EXPDB). If you have more than one project tablespace, the export string for the EXPDB should be copied and repeated once for each additional project tablespace. The.dmp files that are created will be imported later (see steps 5 and 7 of Perform the upgrade section later in this chapter). Create the Oracle database instance To create the Oracle database instance: 1 Use the Oracle Database Configuration Assistant to create a UTF8 database to store the Expedition Professional tablespaces. Note the SID name for use during installation. 2 On the Database Configuration Assistant, Step 5 of 7: Initialization Parameters dialog box, do the following:

39 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version 35 Click the Character Sets tab, and change the Database character Set to UTF8 and the National character set to UTF8. Click the All Initialization Parameters button, and click the Name column to sort parameters alphabetically. Change the nls_length_semantics parameter from BYTE to CHAR, and mark the Include column. Set the NLS_LANG parameter For Windows, do the following: 1 Go to Start, Settings, Control Panel, and double click System. 2 Click the Advanced tab, and click the Environment Variables button. 3 In System Variables, If NLS_LANG does not exist, click the New button and enter NLS_LANG in the Variable Name field. 4 The variable value should be set in the following format: <language>_<territory>.<characterset>. For example: <AMERICAN>_<AMERICA>.<UTF8> For Unix, set the environment variable using the following command line (where AMERICAN is the language, and AMERICA is the territory): %setenv NLS_LANG AMERICAN_AMERICA.UTF8 For UNIX installations, copy the ORA_UNIX_8590.ZIP file to your server machine and unzip the file. Perform the upgrade 1 From the Contract Manager CD, copy the OR_EXPADMIN_CONV_9091.SQL and OR_EXPDB_CONV_9091.SQL files (or OR_EXPADMIN_CONV_9091_UNIX.SQL and OR_EXPDB_CONV_9091_UNIX.SQL for UNIX) from the \Oracle\9091 folder to a drive on your system so that you can edit the files 2 Switch off the read-only attributes of both of the files.

40 36 Part 1: Upgrading, Creating, and Migrating Databases 3 Edit the OR_EXPADMIN_CONV_9091.SQL script (or OR_EXPADMIN_CONV_9091_UNIX.SQL for UNIX) so that all of the variables at the beginning of the file reflect your system configuration. 4 Edit the OR_EXPDB_CONV_9091.SQL script (or OR_EXPDB_CONV_9091_UNIX.SQL for UNIX) so that all of the variables at the beginning of the file reflect your system configuration. The preceding scripts execute the SQL statements of the files on the Contract Manager CD in the folders under \Oracle. 5 From Oracle's SQLPlus, connect to the Contract Manager database. Run the edited OR_EXPADMIN_CONV_9091.SQL script (or OR_EXPADMIN_CONV_9091_UNIX.SQL for UNIX). The EXPADMIN_LOG_LOC log file will be created recording all of the scripts that have run. You must convert the Expadmin tablespace first. 6 Check the expadmin.log file for any errors and correct any issues before continuing with the next step. 7 From Oracle's SQLPlus, connect to the Contract Manager database. Run the edited OR_EXPDB_CONV_9091.SQL script (or OR_EXPDB_CONV_9091_UNIX.SQL for UNIX). The EXPDB_LOG_LOC log file will be created recording all of the scripts that have run. 8 Check the expdb.log file for any errors and correct any issues. 9 If you have more than one Contract Manager project tablespace, make a copy of the OR_EXPDB_CONV_9091.SQL file (or OR_EXPDB_CONV_9091_UNIX.SQL for UNIX) for each project tablespace. Edit it and run it from SQLPlus.

41 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version 37 Upgrading a 9.1 Oracle Database to Expedition Professional 10.0 Format This section explains how to upgrade an Expedition Professional 9.1 Oracle database to Expedition Professional IMPORTANT: If you are currently using Expedition 8.5 or 9.0, and are upgrading to 10.0, you must first upgrade your 8.5 database to version 9.0, and your version 9.0 database to 9.1 before you can upgrade it to version Refer to the previous sections for instructions. For UNIX installations, copy the ORA_UNIX_91100.ZIP file to your server machine and unzip the file. 1 Edit the OR_EXPADMIN_CONV_91100.SQL script (or OR_EXPADMIN_CONV_91100_UNIX.SQL for UNIX) so that all of the variables at the beginning of the file reflect your system configuration. 2 Edit the OR_EXPDB_CONV_91100.SQL script (or OR_EXPDB_CONV_91100_UNIX.SQL for UNIX) so that all of the variables at the beginning of the file reflect your system configuration. The preceding scripts execute the SQL statements of the files on the Expedition Professional CD in the folders under \Oracle. 3 From Oracle's SQLPlus, connect to the Expedition Professional database. Run the edited OR_EXPADMIN_CONV_91100.SQL script (or OR_EXPADMIN_CONV_91100_UNIX.SQL for UNIX). The EXPADMIN_LOG_LOC log file will be created recording all of the scripts that have run. You must convert the Expadmin tablespace first. 4 Check the expadmin_spool.log file for any errors and correct any issues before continuing with the next step. 5 From Oracle's SQLPlus, connect to the Expedition Professional database. Run the edited OR_EXPDB_CONV_91100.SQL script (or OR_EXPDB_CONV_91100_UNIX.SQL for UNIX). The EXPDB_LOG_LOC log file will be created recording all of the scripts that have run.

42 38 Part 1: Upgrading, Creating, and Migrating Databases 6 Check the expdb_spool1.log and expdb_spool2.log files for any errors and correct any issues. 7 If you have more than one Expedition Professional project tablespace, make a copy of the OR_EXPDB_CONV_91100.SQL file (or OR_EXPDB_CONV_91100_UNIX.SQL for UNIX) for each project tablespace. Edit it and run it from SQLPlus.

43 Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version 39 Converting Existing Oracle Reports & Forms to Expedition Professional 10.0 Format To use Oracle reports and forms with Contract Manager that were created for earlier versions of Expedition, you must convert them to Expedition 10.0 format. A converter program is provided to convert the reports and forms. Run this by doing the following: 1 Go to the following location on the Contract Manager CD: \exp\reportconversion 2 Double click reportconversion.exe to run the conversion program. 3 On the Convert Reports & Forms dialog box, read the warning message, and then choose the Reports Folder where your reports reside (use the Browse button if necessary). 4 Choose the Forms Folder where your forms reside (use the Browse button if necessary). 5 Click the Proceed button. The Converter runs through all the reports and forms files, updating those that need to be modified. Note: The Conversion program does not change the layout of the reports and forms. It modifies the table field sizes for any columns that were changed for version 10.0.

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45 41 Upgrading 10.0 Databases to the Current Version of Contract Manager In this chapter Prerequisites Initial Upgrade Steps Upgrading Oracle Databases Upgrading Sybase Adaptive Server Anywhere Databases This chapter describes how convert version 10.0 databases to the current version of Contract Manager. This must be done before the databases will function properly with the the current version of the software. This must also be done before performing a Contract Manager Upgrade Installation.

46 42 Part 1: Upgrading, Creating, and Migrating Databases Prerequisites Before beginning ANY upgrade, it is STRONGLY recommended that you back up your databases, reports, and forms. Primavera also recommends that users step through the upgrade in a test environment before endeavoring to upgrade their production environment. Before you begin an upgrade that involves Sybase Adaptive Server Anywhere databases, you should shut down the Sybase instance. If you are upgrading Oracle databases, you can proceed directly to the upgrade. When upgrading databases, upgrade the admin database and each group database. You must do this before you perform an upgrade to the current version of Contract Manager.

47 Upgrading 10.0 Databases to the Current Version of Contract Manager 43 Initial Upgrade Steps To upgrade databases, run setup.exe and do the following: See Upgrading Oracle Databases on page 44. See Upgrading Sybase Adaptive Server Anywhere Databases on page On Welcome to Primavera Contract Manager dialog box, choose Configure Contract Manager Databases. 2 On the next dialog box, choose Database Configuration Utility. This displays the Database Wizard Welcome dialog box. 3 On the Database Wizard Welcome dialog box, click Upgrade an existing Contract Manager database. 4 On the Database Upgrade dialog box, read the information and click the Next button. 5 On the Select Database Type dialog box, choose one of the following and then click the Next button: Oracle Sybase

48 44 Part 1: Upgrading, Creating, and Migrating Databases Upgrading Oracle Databases See Initial Upgrade Steps on page 43. To upgrade Oracle databases, do the following after performing the initial upgrade steps: 1 On the Log on as the Schema Owner dialog box, enter the following and click the Next button: Username This is the schema owner user name used to access the Oracle database. Password This is the schema owner password used to access the Oracle database. Oracle connect string This is the SID (the Oracle instance name). 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. A series of status screens displays as the database is upgraded. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button. This displays the Select Database Type dialog box for you to use to start upgrading another database. Click Oracle, and click the Next button. Repeat steps 1 through 3. If you are finished upgrading databases, click the Finish button.

49 Upgrading 10.0 Databases to the Current Version of Contract Manager 45 Upgrading Sybase Adaptive Server Anywhere Databases See Initial Upgrade Steps on page 43. To upgrade Sybase Adaptive Server Anywhere databases, do the following after performing the initial upgrade steps: 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the Sybase database. Enter the Password. This is the password used to access the Sybase database. Enter the Server Name. This is the server on which the database is located. If the database server is not running, leave this field blank. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. You can browse to a different folder and pick a new location. Pick a Database from the drop down list. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, click YES I want to upgrade my database and then click the Next button. A series of status screens displays as the database is upgraded. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button. This displays the Select Database Type dialog box for you to use to start upgrading another database. Click Sybase, and click the Next button. Repeat steps 1 through 3. If you are finished upgrading databases, click the Finish button.

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51 47 Creating Databases In this chapter Initial Setup Steps Creating Oracle Databases Creating Microsoft SQL Server Databases Creating Sybase Adaptive Server Anywhere Databases This chapter describes how create the databases you will use with your software. This includes the following type of databases: Oracle Microsoft SQL Sybase Adaptive Server Anywhere

52 48 Part 1: Upgrading, Creating, and Migrating Databases Initial Setup Steps When creating databases through the Database Wizard, a log file is created. If you are creating databases through the release CDs, this log file is written to your machine s local Temp directory. If you are creating databases from a network drive, you must have write access to the network drive in order for the log file to be written to that network drive. If you do not have write access, the file is written to your machine s local Temp directory. To begin creating databases, run setup.exe and do the following: 1 On the Welcome to Primavera Contract Manager dialog box, choose Configure Contract Manager Databases. 2 On the next dialog box, choose Database Configuration Utility. This displays the Database Wizard Welcome dialog box. 3 On the Database Wizard Welcome dialog box, click Create a new Contract Manager database. This displays the Select Database Type dialog box. 4 To include the sample project data, mark the Include sample project data check box on the Select Database Type dialog box. Note: If you are creating an empty database, leave this checkbox blank. When creating an admin database with no sample data, there will be no sample IDs installed. You must logon to the Administration application to create user IDs before attempting to logon to the Contract Manager application. See Creating Oracle Databases on page 49. See Creating Microsoft SQL Server Databases on page 51. See Creating Microsoft SQL Server Databases on page On the Select Database Type dialog box, select one of the following and click the Next button: Oracle Microsoft SQL Server or MSDE Sybase

53 Creating Databases 49 Creating Oracle Databases Use this section if you selected Oracle on the Select Database Type dialog box. This section describes how to create Oracle databases. Note: If you use scripts to create the databases, instead of using the Database Wizard, no sample project data will be included. Select the application database and installation method (Oracle) See Enter the Oracle Server details on page On the Select Application Database dialog box, choose one of the following and then click the Next button: Group Database (CMPROJ) Admin Database (EXPADMIN) 2 On the Select Installation Method, choose one of the following and then click the Next button: Create database and load application data (Choose this option for new installations.) Load application data only (Choose this option if you already have everything installed, but want to refresh the existing data.) Enter the Oracle Server details On the Oracle Server Details dialog box, do the following: See Configure Oracle Tablespaces on page In the DBA Username field, enter the Oracle system user name. 2 In the DBA Password field, enter the Oracle system password. 3 In the Oracle connect string field, enter the SID (this is the Oracle instance name). 4 Click the Next button.

54 50 Part 1: Upgrading, Creating, and Migrating Databases Configure Oracle Tablespaces On the Configure Oracle Tablespaces dialog box, do the following: 1 If the tablespaces already exist, mark the Use existing tablespaces checkbox. 2 Select the Database Tablespace Name from the drop down list. This should populate the Index Tablespace Name field and the LOB Tablespace name with the correct values. If not, select the correct values from the drop down lists. Note: The INDX and LOB tablespaces only need to be created once. If you receive a message that the tablespaces already exist, click the Yes button to continue. See Configure the Oracle User on page 50. See Create the database structure and load the application data on page Click the Next button. Configure the Oracle User On the Configure Oracle User dialog box, do the following: 1 Enter the Oracle Schema Owner. Enter the Default Tablespace name. This name is the same as the Data Tablespace Name on the Configure Oracle Tablespaces dialog box. 2 Click the Next button. Create the database structure and load the application data 1 On the Ready to Begin Creating Database Structure dialog box, choose YES, I want to create database tables and structure, and click the Next button. 2 On the Load Application Data dialog box, click the Next button to begin loading the data. Note: Do not press the Cancel button. If you press the Cancel button, the system data will not load. This results in an empty schema. See Select the application database and installation method (Oracle) on page On the Data Loading Completed dialog box, do one of the following: To create another database (Group Database or Admin Database), click the Next button. This displays the Select Database Type dialog box for you to use to start creating another database. If you are finished creating databases, click the Finish button.

55 Creating Databases 51 Creating Microsoft SQL Server Databases Use this section if you selected Microsoft SQL Server or MSDE on the Select Database Type dialog box. This section describes how to create Microsoft SQL Server databases. Note: When creating Microsoft SQL Server databases, the databases are created in the Microsoft SQL server default data file location. This cannot be changed. It is important to ensure that the drive on which the databases will reside has sufficient space to accommodate them. Prerequisites Before creating the databases: 1 You must have the Microsoft SQL Server Client installed. 2 If you will use a named instance, you must create that instance before continuing with the following procedures. Select the application database and installation method (Microsoft SQL Server) See Enter the Microsoft SQL Server details on page On the Select Application Database, choose one of the following and then click the Next button: Group Database (CMPROJ) Admin Database (EXPADMIN) 2 On the Select Installation Method, choose one of the following and then click the Next button: Create database and load application data (Choose this option for new installations.) Load application data only (Choose this option if you already have everything installed, but want to refresh the existing data.) Enter the Microsoft SQL Server details On the Microsoft SQL Server Details dialog box, do the following: 1 In the System Admin Name field, enter the name of the system administrator. 2 In the System Admin Password field, enter the system administrator password.

56 52 Part 1: Upgrading, Creating, and Migrating Databases See Configure the SQL Server database and begin creating the database structure on page In the Instance name field, enter the identifier of the location where you want to create the database and click the Next button. This displays the Configure SQL Server Database dialog box. Configure the SQL Server database and begin creating the database structure 1 On the Configure SQL Server Database dialog box, the database information is pre-filled. 2 If you are using a multi-byte language, such as Chinese, mark the Use Unicode check box. 3 Click the Next button to display the Ready to Begin Creating Database Structure. 4 On the Ready to Begin Creating Database Structure dialog box, check YES, I want to create database tables and structure, and click the Next button. 5 When the Load Application Data dialog box displays, click the Next button to start loading the application data. The system starts loading the application data. Note: Do not press the Cancel button. If you press the Cancel button, the system data will not load. This results in an empty schema. See Select the application database and installation method (Microsoft SQL Server) on page When the Data Loading Completed dialog box displays, do one of the following: Create another database by clicking the Next button to return to the Welcome dialog box. Click Create a new Contract Manager database, and click the Next button. Choose Microsoft SQL Server or MSDE on the Select Database Type dialog box, and click the Next button. Click the Finish button if you are finished creating Microsoft SQL Server databases.

57 Creating Databases 53 Creating Sybase Adaptive Server Anywhere Databases Use this section if you selected Sybase Adaptive Server Anywhere on the Select Database Type dialog box. This section describes how to create Sybase Adaptive Server Anywhere databases. Note: Before you can create Sybase Adaptive Server Anywhere databases, you must have Sybase Adaptive Server Anywhere software already installed. Select the application database and installation method (Sybase) 1 On the Select Application Database, choose one of the following and then click the Next button: Group Database (CMPROJ) Admin Database (EXPADMIN) 2 On the Select Installation Method, choose one of the following: Create database and load application data (Choose this option for new installations.) Load application data only (Choose this option if you already have everything installed, but want to refresh the existing data.) See Configure the Sybase Server database on page Click the Next button, and the configure the Sybase server database. Configure the Sybase Server database On the Configure Sybase Server Database dialog box, do the following: 1 Enter the Username. This is the user ID used to access the database. The default is dba. 2 Enter the Password. This is the password used to access the database. The default is sql. 3 Enter the Server Name. This is the name of the Sybase server instance on which the database is located, not the machine name. If the database server is not running, leave this field blank. 4 Pick a database name the drop down list.

58 54 Part 1: Upgrading, Creating, and Migrating Databases See Start creating the database (Sybase) on page The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. You can browse to a new location and pick a new folder. 6 Click the Next button. This displays the Ready to Begin Creating Database Structure dialog box. Use this dialog box to set off the database creation. Note: You must manually add new group databases to the expstart.lst file. This file is located in the default install directory. Start creating the database (Sybase) 1 On the Ready to Begin Creating Database Structure dialog box, click YES, I want to create database tables and structure, and click the Next button. The system starts creating the database structure. 2 When the Load Application Data dialog box displays, click the Next button to start loading the application data. The system starts loading the application data. Note: Do not press the Cancel button. If you press the Cancel button, the system data will not load. This results in an empty schema. See Select the application database and installation method (Sybase) on page When the Data Loading Completed dialog box displays, do one of the following: Create another database by clicking the Next button to return to the Welcome dialog box. Click Create a new Contract Manager database, and click the Next button. Choose Sybase on the Select Database Type dialog box, and click the Next button. Click the Finish button if you are finished creating Sybase Adaptive Server Anywhere databases.

59 55 Migrating Databases In this chapter Initial Setup Steps Migrating Oracle Databases to Microsoft SQL Migrating Sybase Adaptive Server Anywhere Databases to Microsoft SQL Migrating Sybase Adaptive Server Anywhere Databases to Oracle Use this chapter if you chose Configure Contract Manager Databases on the Welcome to Primavera Contract Manager dialog box. This chapter describes how migrate the existing databases you will use with your software from one database platform to another. You can migrate the following types of databases: Oracle to Microsoft SQL Sybase Adaptive Server Anywhere to Microsoft SQL Sybase Adaptive Server Anywhere to Oracle

60 56 Part 1: Upgrading, Creating, and Migrating Databases Initial Setup Steps Note: When using the migrate utility on the installation disk to migrate Expedition Professional 10.x databases from one format to another (for example, from Oracle to MS SQL), the source databases will automatically be upgraded to the current version of Contract Manager. After they are upgraded to the current version, you can no longer use them with Expedition Professional 10.x. To begin the process for migrating databases from one database platform to another, do the following: See Migrating Oracle Databases to Microsoft SQL on page 57. See Migrating Sybase Adaptive Server Anywhere Databases to Microsoft SQL on page 60. See Migrating Sybase Adaptive Server Anywhere Databases to Oracle on page On the Database Wizard Welcome dialog box, choose Convert an existing Contract Manager database. The Convert Database dialog box displays. 2 Go to one of the following sections for detailed information about migrating an existing database, see one of the following sections: Migrating Oracle Databases to Microsoft SQL Server Migrating Sybase Adaptive Server Anywhere Databases to Microsoft SQL Server Migrating Sybase Adaptive Server Anywhere Databases to Oracle

61 Migrating Databases 57 Migrating Oracle Databases to Microsoft SQL When migrating the databases, you will migrate the Admin database, and then migrate each group database. Enter the source database information for the Admin database (Oracle to MS SQL conversion) On the Convert Database Source Database dialog box, do the following enter source information for the Admin database: See Enter the target Admin database information (Oracle to Microsoft SQL Server conversion) on page Choose Oracle. 2 Enter the Schema Owner User Name (for example, expadmin). This is the database owner name. 3 Enter the Schema Owner Password (for example, expadmin). This is the database owner password. 4 Enter the Oracle connect string. This is the SID. 5 Click the Next button, and follow the steps in the Enter the Target Admin Database Information (Oracle to MS SQL Conversion) section of this chapter. Enter the target Admin database information (Oracle to Microsoft SQL Server conversion) On the Convert Database Target Database dialog box, do the following: 1 Choose MS SQL Server. 2 Enter the System Username. This is the database owner name. 3 Enter the System Password. This is the database owner password. 4 Enter the Instance Name. This is the identifier of the location where you want to create the database. 5 Enter Database Name for the target location. 6 If your database uses Unicode (for multi-byte languages such as Chinese), mark the Use Unicode checkbox. 7 Click the Next button. This begins the Admin database conversion. When the Database Convert Completed dialog box displays, do the following: 1 Click the Next button. This displays the Welcome Database Wizard dialog box.

62 58 Part 1: Upgrading, Creating, and Migrating Databases See Enter the source database information for the group database (Oracle to Microsoft SQL Server conversion) on page On the Welcome Database Wizard dialog box, choose Convert an existing Contract Manager database. 3 Follow the steps in the Enter the Source Database Information for the Group Database (Oracle to MS SQL Conversion) section of this chapter. Enter the source database information for the group database (Oracle to Microsoft SQL Server conversion) On the Convert Database Source Database dialog box, do the following to enter the source information for the group database: 1 Choose Oracle. 2 Enter the Schema Owner User Name. This is the database owner name. 3 Enter the Schema Owner Password. This is the database owner password. 4 Enter the Oracle connect string. This is the SID. 5 Click the Next button. This begins the group database conversion. When the group database conversion completes, the Database Convert Completed dialog box displays. See Enter the target database information for the group database (Oracle to Microsoft SQL Server conversion) on page Click the Next button to display the Welcome Database Wizard dialog box. 2 Choose Convert an existing Contract Manager database, and click the Next button. 3 Follow the steps in Enter the Target Database Information for the Group Database (Oracle to MS SQL Conversion) section of this chapter to convert the group database.

63 Migrating Databases 59 Enter the target database information for the group database (Oracle to Microsoft SQL Server conversion) On the Convert Database Target Database dialog box, do the following to enter the source information for the group database: 1 Choose MS SQL. 2 Enter the System Username. This is the database owner name. 3 Enter the System Password. This is the database owner password. 4 Enter the Instance Name. This is the identifier of the location where you want to create the database. 5 Enter Database Name for the target location. 6 If your database uses Unicode (for multi-byte languages such as Chinese), mark the Use Unicode checkbox. 7 Click the Next button. This begins the group database conversion. When the group database conversion completes, the Database Convert Completed dialog box displays. Do one of the following: See Enter the source database information for the group database (Oracle to Microsoft SQL Server conversion) on page 58. See Running the Server Config Utility on page 331. If there are other databases to convert, click the Next button to display the Welcome Database Wizard dialog box. Choose Convert an existing Contract Manager Database, and click the Next button to convert another group database. If this is the last database to be converted, click the Finish button. Then after Contract Manager 11.9, Web Server, is installed run the Server Config utility by going to Start, Programs, Primavera, Contract Manager Utilities, Server Config.

64 60 Part 1: Upgrading, Creating, and Migrating Databases Migrating Sybase Adaptive Server Anywhere Databases to Microsoft SQL This section describes how to convert Sybase Adaptive Server Anywhere databases to Microsoft SQL. Note: Before starting the conversion process, you must first stop the Sybase service. Enter the source database information for the Admin database (Sybase to Microsoft SQL Server conversion) On the Convert Database Source Database dialog box, do the following enter source information for the Admin database: 1 Choose Sybase. 2 Enter the Schema Owner User Name (for example, exp). This is the database owner name. 3 Enter the Schema Owner Password (for example, exp). This is the database owner password. 4 The Server Name is pre-filled with the Sybase server name. 5 Click the down arrow next to the Database Name field, and choose the name of the Admin database you want to convert. 6 The Database Folder field contains the default location of the Admin database. To select a folder other than the default, click the folder icon to the right of the field, and browse to the correct folder. 7 Click the Next button. The conversion begins. Note: When migrating Sybase Adaptive Server Anywhere databases, some database fields will be truncated to 4000 bytes (LONG VARCHAR type). A log will be created. The log file name is TruncLog_ABQ.log, where ABQ is replaced with the name of the database. If you are running the migrate utility from the installation CD, the log file will be in the Temp directory on your local drive. If you are running the migrate from a network drive for which you lack write privileges, the file will also be in the Temp directory on the local drive from which you are running the utility.

65 Migrating Databases 61 Enter the target Admin database information (Sybase to Microsoft SQL Server conversion) On the Convert Database Target Database dialog box, do the following: 1 Choose MS SQL Server. 2 Enter the System Username. This is the database owner name. 3 Enter the System Password. This is the database owner password. 4 Enter the Instance Name. This is the identifier of the location where you want to create the database. 5 Enter Database Name for the target location. 6 If your database uses Unicode (for multi-byte languages such as Chinese), mark the Use Unicode checkbox. 7 Click the Next button. This begins the Admin database conversion. When the Admin database conversion completes, the Database Convert Completed dialog box displays. See Enter the source database information for the group database (Sybase to Microsoft SQL Server conversion) on page Click the Next button to display the Welcome Database Wizard dialog box. 2 Choose Convert an existing Contract Manager Database, and click the Next button to convert the group database. 3 Follow the steps in the Enter the Source Database Information for the Group Database (Sybase to MS SQL Conversion) section of this chapter. Enter the source database information for the group database (Sybase to Microsoft SQL Server conversion) On the Convert Database Source Database dialog box, do the following to enter the source information for the group database: 1 On the Convert Database dialog box, choose Sybase. 2 Enter the Schema Owner User Name. This is the database owner name. 3 Enter the Schema Owner Password. This is the database owner password. 4 The Server Name is pre-filled with the Sybase server name. 5 Click the down arrow next to the Database Name field, and choose the name of the Admin database you want to convert.

66 62 Part 1: Upgrading, Creating, and Migrating Databases See Enter the target group database information (Sybase to Microsoft SQL Server conversion) on page The Database Folder field contains the default location of the group database. To select a folder other than the default, click the folder icon to the right of the field, and browse to the correct folder. 7 Click the Next button. Follow the steps in the Enter the Target Group Database Information (Sybase to MS SQL section. Enter the target group database information (Sybase to Microsoft SQL Server conversion) On the Convert Database Target Database dialog box, do the following: 1 On the Convert Database dialog box, choose MS SQL Server. 2 Enter the System Username. This is the database owner name. 3 Enter the System Password. This is the database owner password. 4 Enter the Instance Name. This is the identifier of the location where you want to create the database. 5 Enter Database Name for the target location. 6 If your database uses Unicode (for multi-byte languages such as Chinese), mark the Use Unicode checkbox. 7 Click the Next button. This begins the group database conversion. When the group database conversion completes, the Database Convert Completed dialog box displays. Do one of the following: See Enter the source database information for the group database (Sybase to Microsoft SQL Server conversion) on page 61. See Running the Server Config Utility on page 331. If there are other group databases to convert, click the Next button to display the Welcome Database Wizard dialog box. Choose Convert an existing Contract Manager Database, and click the Next button to convert another group database. If this is the last database to be converted, click the Finish button. Then run the Server Config utility by going to Start, Programs, Primavera, Contract Manager Utilities, Server Config.

67 Migrating Databases 63 Migrating Sybase Adaptive Server Anywhere Databases to Oracle This section describes how to convert existing Sybase Adaptive Server Anywhere databases to Oracle, and describes how to create the databases. Note: Before starting the conversion process, you must first stop the Sybase service. Enter the source database information for the database (Sybase to Oracle conversion) On the Convert Database Source Database dialog box, do the following enter source information for the Admin database: 1 Choose Sybase. 2 Enter the Schema Owner User Name. This is the database owner name. 3 Enter the Schema Owner Password. This is the database owner password. 4 The Server Name is pre-filled with the Sybase server name. 5 Click the down arrow next to the Database Name field, and choose the name of the database you want to convert. 6 The Database Folder field contains the default location of the Admin database. To select a folder other than the default, click the folder icon to the right of the field, and browse to the correct folder. 7 Click the Next button. A temporary Sybase Adaptive Server Anywhere runs. Follow the steps in the Enter the Target Group Database Information (Sybase to Oracle Conversion) section. Enter the target database information (Sybase to Oracle conversion) On the Convert Database Target Database dialog box, do the following: 1 Choose Oracle. 2 Enter the System Username. This is the database owner name. 3 Enter the System Password. This is the database owner password. 4 Enter the Oracle connect string. This is the SID.

68 64 Part 1: Upgrading, Creating, and Migrating Databases Note: When migrating Sybase Adaptive Server Anywhere databases, some database fields will be truncated to 4000 bytes (LONG VARCHAR type). A log will be created. The log file name is TruncLog_ABQ.log, where ABQ is replaced with the name of the database. If you are running the migrate utility from the installation CD, the log file will be in the Temp directory on your local drive. If you are running the migrate from a network drive for which you lack write privileges, the file will also be in the Temp directory on the local drive from which you are running the utility. See Configure Oracle tablespaces on page Click the Next button, and follow the instructions in the Configure Oracle Tablespaces section. Configure Oracle tablespaces This section assumes that the person doing the conversion will choose the defaults. These defaults can be changed to other values. 1 Mark the Use existing tablespace box. 2 In the Data Tablespace name field, accept the default. 3 In the Index Tablespace Name field, accept the default. 4 In the LOB Tablespace Name field, accept the default. Note: The INDX and LOB tablespaces only need to be created once. If you receive a message that the tablespaces already exist, click the Yes button to continue. See Configure the Oracle user on page Click the Next button. Next, configure the Oracle user. Configure the Oracle user This section assumes that the person doing the conversion will choose the defaults. These defaults can be changed to other values. On the Configure Oracle User dialog box, do the following: See Create the database structure on page In the Oracle Schema Owner field, accept the default. 2 In the Default Tablespace field, accept the default. 3 In the Temporary Tablespace field, accept the default. 4 Click the Next button. Next, create the database structure.

69 Migrating Databases 65 Create the database structure On the Ready to Begin Creating Database Structure dialog box, do the following: See Enter the source database information for the database (Sybase to Oracle conversion) on page 63. See Running the Server Config Utility on page Click Yes, I want to create the database tables and structure. The program will begin conversion. 2 On the Database Convert Completed dialog box, do one of the following: If there are other databases to convert, click the Next button to display the Welcome Database Wizard dialog box. Choose Convert an existing Contract Manager Database, and click the Next button to convert another group database. Start again in the Enter the Source Database Information for the Database (Sybase to Oracle Conversion) section of this chapter, and repeat the steps for converting the database. If this is the last database to be converted, click the Finish button. Then run the Server Config utility by going to Start, Programs, Primavera, Contract Manager Utilities, Server Config.

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71 Part 2 Installing Related Applications In this part InfoMaker 10.5 Installation Sybase Adaptive Server Anywhere 7.0 Database Server Installation Microsoft SQL Server 2005 Express Database Server Installation

72 This part describes what to do to start the installation. Installing InfoMaker 10.5 describes how to install InfoMaker 10.5 for use with Contract Manager reports and forms. Installing Sybase Adaptive Server Anywhere 7.0 Database Server describes how to install the Sybase Adaptive Server Anywhere server. Installing Microsoft MS SQL Server 2005 Express Database Server describes how to install the MS SQL Server 2005 Express server. This option is not recommended for more than eight Contract Manager users.

73 69 InfoMaker 10.5 Installation In this chapter Initial Setup Steps Using the Primavera Setup Program to Setup the Database Connection Use this chapter if you chose InfoMaker 10.5 after choosing Install Other Applications on the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install the Sybase InfoMaker software for use with Contract Manager reports and forms. After InfoMaker 10.5 is installed, the InstallShield Wizard launches the Database Wizard to configure the database connections. InfoMaker can connect to MS SQL, Oracle, or Sybase Adaptive Server Anywhere databases.

74 70 Part 2: Installing Related Applications Initial Setup Steps Do the following steps if you chose InfoMaker 10.5 after choosing Install Other Applications on the Welcome to Primavera Contract Manager dialog box. See Using the Primavera Setup Program to Setup the Database Connection on page On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 A message box displays telling you that the InfoMaker 10.5 installer will be launched. Click the OK button. 3 The Preparing Setup dialog box displays. If a message displays that says, The InfoMaker installation requires the following Adaptive Server Anywhere component(s): Personal Server, click the OK button to continue. 4 On the Choose Destination Location dialog box, click the Next button to choose the default. 5 On the Choose Destination Location for Shared files dialog box, click the Next button to choose the default. 6 On the Setup Type dialog box, click Typical, and click the Next button. 7 On the Select Program folder dialog box, click the Next button to choose the default. 8 On the Start Copying Files dialog box, review the settings, and then click the Next button. 9 When the InstallShield Wizard Complete dialog box displays, click the Finish button. This launches the Primavera Setup program.

75 InfoMaker 10.5 Installation 71 Using the Primavera Setup Program to Setup the Database Connection After the InfoMaker software is installed, the InstallShield Wizard launches the Primavera Setup program. See Configuring the Microsoft SQL Server database connection on page 71. See Configuring the Oracle database connection on page 72. See Configuring the Sybase Adaptive Server Anywhere database connection on page On the Choose Reports Location dialog box, click the Next button to choose the default location. 2 On the Database type dialog box, choose one of the following database types, and then click the Next button: Microsoft SQL Server Oracle Sybase Adaptive Server Anywhere Configuring the Microsoft SQL Server database connection If you chose MS SQL Server on the Database type dialog box, do the following: 1 On the Enter the computer name and Database Group name dialog box, enter the following and click the Next button: Computer This defaults to the name of the computer you are using for the installation. Instance This is the identifier of the location where the database resides. For example, Primavera. Group This is the database name where projects reside. The default is cmdemo. 2 On the next dialog box, enter the User ID and Password used to access the MS SQL Server database. for example, exp for the User ID, and sql for the Password. 3 On the Review settings before configuring for InfoMaker, review the settings, and then click the Next button. 4 When the InfoMaker database configuration completes, click the Finish button on the InstallShield Wizard Complete dialog box.

76 72 Part 2: Installing Related Applications Configuring the Oracle database connection If you chose Oracle on the Database type dialog box, do the following: 1 On the Enter the Server name and Database Group name dialog box, click the Next button to select the default Server Name (the Oracle TNS name for your Contract Manager database server, for example CMORA) and the default Group name (for example, CMPROJ or CMDEMO). 2 On the Enter the Database User ID and Password dialog box, enter the User ID (for example, exp) and Password (for example, sql). 3 On the Review settings before configuring for InfoMaker, review the settings, and then click the Next button. 4 When the InfoMaker database configuration completes, click the Finish button on the InstallShield Wizard Complete dialog box. Configuring the Sybase Adaptive Server Anywhere database connection If you chose Sybase Adaptive Server Anywhere on the Database type dialog box, do the following: 1 On the Enter the Server name and Database Group name dialog box, enter the following and click the Next button: Server name The name of the server on which the database resides. The default is the first four characters of the database server machine name plus the letters SRV (for example, EXPSRVR). Group name This is the database name where projects reside. The defaults are CMPROJ or CMDEMO. 2 On the Review settings before configuring for InfoMaker dialog box, review the settings, and then click the Next button. 3 When the InfoMaker database configuration completes, click the Finish button on the InstallShield Wizard Complete dialog box.

77 73 Sybase Adaptive Server Anywhere 7.0 Database Server Installation In this chapter Installing the Software Use this chapter if you chose Sybase Adaptive Server Anywhere 7.0 Database Server after choosing Install Other Applications on the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install the Sybase Adaptive Server Anywhere 7.0 Database Server software. You must install this on your network database server.

78 74 Part 2: Installing Related Applications Installing the Software Do the following to install Sybase Adaptive Server Anywhere: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 When the License Agreement dialog box displays, read the agreement, and click the Yes button. 3 On the Contract Manager Database Creation dialog box, choose one of the following, and click the Next button: A database that includes sample data (CMDEMO). An empty database ready for production use (CMPROJ). 2 databases: one with sample data and one that is empty (CMDEMO + CMPROJ). 4 On the Enter Server Name dialog box, do one of the following: Click the Next button to accept the default server name. Enter the server name, and then click the Next button. 5 On the choose Destination Location dialog box, do one of the following: Click the Next button to accept the default location. Click the Browse button, navigate to the correct location and click the folder, and select then click the Next button. 6 On the Start Copying Files dialog box, review the information and then click the Next button. This begins the installation. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

79 75 Microsoft SQL Server 2005 Express Database Server Installation In this chapter Prerequisites Installing the Software Use this chapter if you chose Microsoft SQL Server 2005 Express Database Server after choosing Install Other Applications on the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install the Microsoft SQL Server 2005 Express Database Server software. This option not recommended for more than eight Contract Manager users. If there will be more than eight users, it is recommended that you purchase a full-featured release of SQL Server from Microsoft. You must install this on your network database server.

80 76 Part 2: Installing Related Applications Prerequisites Before installing Microsoft SQL Server 2005 Express, you must install MDAC 2.8 SP1 if you have Microsoft.NET Framework installed and do not have the latest version of MDAC installed.

81 Microsoft SQL Server 2005 Express Database Server Installation 77 Installing the Software To install Microsoft SQL Server 2005 Express software, do the following: See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 When the License Agreement dialog box displays, read the agreement, and click the Yes button. 3 On the Contract Manager Database Creation dialog box, choose one of the following, and click the Next button: A database that includes sample data (CMDEMO). An empty database ready for production use (CMPROJ). 2 databases: one with sample data and one that is empty (CMDEMO + CMPROJ). 4 On the Start Copying files dialog box, review the settings, and then click the Next button. This sets off the Microsoft SQL Server 2005 setup. If the Microsoft.NET Framework software is not installed, the InstallShield Wizard launches the installation of this software. If the J2SE Development Kit software is not installed, the InstallShield Wizard launches the installation of this software. The InstallShield Wizard show the progress of the installation through a series screens. 5 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

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83 Part 3 Before Installing Contract Manager In this part Preparing for Installation Microsoft.NET Framework Installation and Microsoft SQL Server Setup Installing the J2SE Development Kit

84 This part describes what to do to start the installation. It also describes the installation process for Microsoft.NET Framework and for J2SE Development Kit. Preparing for Installation describes what to do before starting the installation, and how to launch the installation. Microsoft.NET Framework Installation and MS SQL Server Setup describes the installation for Microsoft.NET Framework, and the setup process for Microsoft SQL Server 2005 Express. These are required any time the database type to be used is Microsoft SQL Server 2005 Express. This chapter will be referenced throughout the installation document. Installing the J2SE Development Kit describes the setup process for the J2SE Development Kit. This software is required for the databases. This chapter will be referenced throughout the installation document.

85 81 Preparing for Installation In this chapter Preparing Your System for Installation JBoss Prerequisites WebLogic Prerequisites Launch the InstallShield Wizard This chapter describes what to do to prepare your system for installation, describes what to do before installing Contract Manager if you are using WebLogic or JBoss, and describes how to launch the InstallShield Wizard to install the Contract Manager software.

86 82 Part 3: Beginning the Installation Preparing Your System for Installation Before starting the installation, make sure that you have done the following: See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page If you have existing databases, you must upgrade them to the current version of Contract Manager. If your databases are for versions prior to 10.0, you must first upgrade them to the 10.0 version. If your databases are for version 10.0 (or if you upgraded them to version 10.0 from an earlier version) you must upgrade them to the current version of Contract Manager. If you are upgrading from Contract Manager 12.0 to version 12.1, skip step 2, and go to step 3. During the 12.0 upgrade, the installer will copy the JBoss folder that was previously installed by Primavera, and will place it in the root under the following directory name: jboss-4.0.5_cm. See JBoss Prerequisites on page If you are using JBoss, follow the instructions in the JBoss Prerequisites section of this chapter before starting the installation. All new Contract Manager installations, and all upgrade installations, except those upgrading from version12.0 to 12.1, must complete step 2. See Creating Databases on page If this is a new Web Server installation for multiple licenses, create the databases if you do not want to create them during the installation. Note: For new, stand-alone installations with only one license, the databases are created for you as part of the installation. See Migrating Databases on page 55. See Launch the InstallShield Wizard on page If you are migrating databases from one database type to another (for example, from Sybase Adaptive Server Anywhere to Microsoft SQL Server), do that before starting the Contract Manager installation. If you are not using WebLogic, and all databases have been created, upgraded, or migrated, you can start the installation.

87 Preparing for Installation 83 See WebLogic Prerequisites on page 86. If you are using WebLogic, follow the instructions in the WebLogic Prerequisites section of this chapter before starting the installation.

88 84 Part 3: Beginning the Installation JBoss Prerequisites Before installing Contract Manager If you have a previous version of Contract Manager installed on your system, and are using JBoss, those JBoss files may be deleted by the new Contract Manager installation process. If you are upgrading from Contract Manager 12.0 to version 12.1, skip this section. During the 12.0 upgrade, the installer will copy the jboss folder that was previously installed by Primavera, and place it in the root under the following directory name jboss-4.0.5_cm. All other new and upgrade installations must perform the steps in this section. If you will use JBoss with Contract Manager, do the following to install JBoss before installing Contract Manager: 1 Download jboss ga.zip from the following URL: group_id=22866&package_id=16942&rel+ease_id= Note: The preceding URL should be all on the same line. Because of the format restrictions of this document, it had to be shown on two lines. 2 Unzip the downloaded file to the <JBOSS INSTALL LOCATION>. Unzipping the file automatically creates its own folder (for example, C:\jboss GA). Do not download the files into a directory that is in the existing Contract Manager directory path. 3 Go to <JBOSS INSTALL LOCATION>\server. 4 Choose the folder default, press Ctrl-C to copy the folder, and press Ctrl-V. This creates a folder named copy of default. 5 Rename the new folder that you created in step 4 as cm. This is the JBoss domain that is specific to Contract Manager.

89 Preparing for Installation 85 6 Go to <JBOSS INSTALL LOCATION>\bin, right-click on run.bat, choose edit, and replace the line: set JAVA_OPTS=%JAVA_OPTS% -Xms128m -Xmx512m with the following: set JAVA_OPTS=%JAVA_OPTS% -Xms256m -Xmx1024m -XX:PermSize=128m -XX:MaxPermSize=128m Note: The preceding is case-sensitive, and should be all on the same line. Because of the format restrictions of this document, it had to be shown on two lines. See step 3 in Preparing Your System for Installation on page Save and close the run.bat file. 8 Return to step 3 in the Preparing Your System for Installation section of this chapter. After installation completes To launch Contract Manager, open the Internet browser, and go to the following URL:

90 86 Part 3: Beginning the Installation WebLogic Prerequisites If you are going to use WebLogic, you must do the following to install WebLogic on your system before installing Contract Manager: 1 Install WebLogic 9.2 Enterprise. 2 Install JDK 1.5.0_13. 3 Using JDK 1.5.0_13, create a new domain specific to Contract Manager. This domain will contain the Contract Manager configuration files. Do not create the domain in a directory that is in the existing Contract Manager directory path. 4 On the server where you installed WebLogic, in the <domain_home>\bin directory created in step 3, open the startweblogic.cmd file in a text editor (such as Notepad). 5 Insert the following statement after 'call "%DOMAIN_HOME%\bin\setDomainEnv.cmd"' update the PATH variable: set PATH=%DOMAIN_HOME%\bin;%PATH% Depending on the type of server you are using, see one of the following sections for information on further modifying startweblogic.cmd: Using WebLogic and Microsoft SQL Server Using WebLogic and Oracle Using WebLogic and Sybase Adaptive Server Anywhere Using WebLogic and Microsoft SQL Server If you are using WebLogic and Microsoft SQL Server, modify the startweblogic.cmd command as follows: 1 Update the SAVE_JAVA_OPTIONS variable as follows to support JDK 1.5.0_13, to update java.library.path: set SAVE_JAVA_OPTIONS=- Dcom.sun.xml.namespace.QName.useCompatibleSerialVersionUID=1.0 -Djava.library.path="%PATH%" %JAVA_OPTIONS% 2 Update SAVE_CLASSPATH as follows to append the jar files required to run reports:

91 Preparing for Installation 87 set SAVE_CLASSPATH=%DOMAIN_HOME%\lib\mail.jar; %DOMAIN_HOME%\lib\pbjdbc12105.jar; %DOMAIN_HOME%\lib\sqljdbc.jar;%CLASSPATH% 3 Save the changes you made to the startweblogic.cmd file. See Launch the InstallShield Wizard on page 89. Next, launch the InstallShield wizard to start the Contract Manager installation. Using WebLogic and Oracle If you are using WebLogic and Oracle, modify the startweblogic.cmd command as follows: 1 Update the SAVE_JAVA_OPTIONS variable as follows to support JDK 1.5.0_13, to update java.library.path: set JAVA_OPTIONS=- Dcom.sun.xml.namespace.QName.useCompatibleSerialVersionUID=1.0 -Doracle.jdbc.V8Compatible=true -Djava.library.path="%PATH%" %JAVA_OPTIONS% 2 Update SAVE_CLASSPATH as follows to append the jar files required to run reports: set SAVE_CLASSPATH=%DOMAIN_HOME%\lib\mail.jar; %DOMAIN_HOME%\lib\pbjdbc12105.jar; %DOMAIN_HOME%\lib\ojdbc14.jar;%CLASSPATH% 3 Save the changes you made to the startweblogic.cmd file. See Launch the InstallShield Wizard on page 89. Next, launch the InstallShield wizard to start the Contract Manager installation. Using WebLogic and Sybase Adaptive Server Anywhere If you are using WebLogic and Sybase Adaptive Server Anywhere, modify the startweblogic.cmd command as follows: 1 Update the SAVE_JAVA_OPTIONS variable as follows to support JDK 1.5.0_13, to update java.library.path: set SAVE_JAVA_OPTIONS=- Dcom.sun.xml.namespace.QName.useCompatibleSerialVersionUID=1.0 -Djava.library.path="%PATH%" %JAVA_OPTIONS% 2 Update SAVE_CLASSPATH as follows to append the jar files required to run reports: set SAVE_CLASSPATH=%DOMAIN_HOME%\lib\mail.jar; %DOMAIN_HOME%\lib\pbjdbc12105.jar; %DOMAIN_HOME%\lib\jconn2.jar;%CLASSPATH%

92 88 Part 3: Beginning the Installation 3 Save the changes you made to the startweblogic.cmd file. See Launch the InstallShield Wizard on page 89. Next, launch the InstallShield wizard to start the Contract Manager installation.

93 Preparing for Installation 89 Launch the InstallShield Wizard See Part 4: Stand-Alone Installation on page 97. See Part 5: Web Server Installation without Database Creation on page 115. See Part 6: Web Server Installation with Database Creation on page 149. See Part 7: Upgrade Installation for Expedition Version 10.0 on page Put the CD #1 (Contract Manager 12.1 Application Disk) into the CD reader, and click setup.exe. A document called Considerations is displayed. Read the document, and then close it by clicking the X in the upper right-hand corner. 2 On the Welcome to Contract Manager dialog box, click the Install Contract Manager link. 3 Click one of the following to choose the type of installation: Stand-alone User Installation Choose this option to install Contract Manager with only one license as a stand-alone installation. You can choose to install with either Microsoft SQL 2005 Express Server, or Sybase Adaptive Server Anywhere. Web Server Installation Choose this option to install Contract Manager with multiple licenses. This option does not include database creation options. The database servers must already be installed, configured, and the Contract Manager databases already created before you run this installer. You can choose Microsoft SQL Server, Oracle, or Sybase Adaptive Server Anywhere 7 as your database server. Web Server Installation with Database Creation Choose this option to install Contract Manager with multiple licenses. This option includes database creation options. The database servers must already be installed and configured before you run this installer. You can choose Microsoft SQL Server or Sybase Adaptive Server Anywhere 7 as your database server. Contract Manager Upgrade Installation Choose this option to install Contract Manager when you have Expedition Professional 10.0 installed. This installation includes options to upgrade Sybase Adaptive Server Anywhere or Oracle databases.

94 90 Part 3: Beginning the Installation

95 91 Microsoft.NET Framework Installation and Microsoft SQL Server Setup In this chapter: Microsoft.NET Framework Installation Microsoft SQL Server Setup This chapter describes the installation for Microsoft.NET Framework, and the setup process for Microsoft SQL Server. These are required any time the database type to be used is Microsoft SQL Server. Because this installation is the same no matter which type of installation you do, the installation information is documented in this chapter and referred to in other chapters. Microsoft.NET Framework will be installed during Contract Manager installation for MS SQL if it has not previously been installed. The instructions in this chapter only apply if InstallShield determines Microsoft.NET Framework is not installed The Microsoft SQL setup will run after.net Framework is installed.

96 92 Part 3: Beginning the Installation Microsoft.NET Framework Installation After you finish entering all the installation information, and click the Next button on the Start Copying Files dialog box, the InstallShield checks to see if the Microsoft.NET Framework setup is installed. The instructions in this chapter only apply if InstallShield determines Microsoft.NET Framework is not installed. If this software is not already installed on your system, the Wizard prompts you to Insert the SQL Express 2005 Database CD into the CD reader. Insert the CD, and then do the following: 1 On the Welcome to Microsoft.NET Framework 2.0 Setup dialog box, click the Next button. 2 On the end-user License Agreement box: Read the agreement, and mark the I accept the terms of the License Agreement checkbox. Click the Install button. Note: If the File in Use dialog box displays, and requests that you close Primavera Setup, click the Ignore button. Installation will continue. See Microsoft SQL Server Setup on page On the Setup Complete dialog box, click the Finish button. Next, the InstallShield Wizard launches the Microsoft SQL Server setup.

97 Microsoft.NET Framework Installation and Microsoft SQL Server Setup 93 Microsoft SQL Server Setup After the Microsoft.NET Framework setup completes, the InstallShield Wizard will setup the Microsoft SQL server. 1 The Installing Prerequisites dialog box lists the components that will be installed. click the Install button. 2 Before installing the components,.net Framework setup displays the system configuration check dialog box while it checks your computer s configuration. 3 The Setup Progress dialog box displays to show you the components being configured, and shows the progress of each: As each component is being installed, the status of the component is Configuring components. The status changes to Setup finished when the component is fully installed. When all components have a status of Setup finished, click the Next button. The Contract Manager installation proceeds.

98

99 95 Installing the J2SE Development Kit In this chapter: Installing the Software This chapter describes the setup process for the J2SE Development Kit. J2SE Development Kit will be installed during Contract Manager installation if the software has not previously been installed.

100 96 Part 3: Beginning the Installation Installing the Software InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to Insert CD #1 (Contract Manager Application CD) into the CD reader. Insert the CD, and then do the following: 1 On the J2SE Development Kit installation License Agreement dialog box: Read the agreement, and mark the I accept the terms of the License Agreement checkbox. Click the Next button. 2 On the Custom Setup dialog box, click the Next button to install the default (Development Tools). The Installing dialog box displays, and shows the status of the installation. 3 If a message pops up that says, There is already a JRE of this version installed. Would you like to reinstall it? you can click the No button. 4 On the J2SE Development Kit Installation Completed dialog box, click the Finish button. The Contract Manager installation proceeds.

101 Part 4 Stand-Alone Installation In this part Microsoft SQL Server Installation Sybase Adaptive Server Anywhere Installation

102 This part describes how to install the software for a single user on a single machine. The instructions tell how to install when using Microsoft SQL Server or Sybase Adaptive Server Anywhere, and how to connect to the Project Management schedule database through either Microsoft SQL or Oracle. Microsoft SQL Server Installation describes how to install the software for a Microsoft SQL Server. It provides the steps for connecting to the Project Management schedule database through either Microsoft SQL Server or Oracle. Sybase Adaptive Server Anywhere Installation describes how to install the software for a Sybase Adaptive Server Anywhere server. It provides the steps for connecting to the Project Management schedule database through either Microsoft SQL or Oracle.

103 99 Stand-Alone Microsoft SQL 2005 Express Server Installation In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server Set Up the Contract Manager Reports and Forms Library This chapter describes how to install the software as a stand-alone system using a Microsoft SQL 2005 Express Server. A stand-alone system is one with a single license on a single machine. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

104 100 Part 4: Stand-Alone Installation Initial Setup Steps See Launch the InstallShield Wizard on page 89. Start with the following steps if you chose Stand-alone User Installation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 6 On the Contract Manager Database to be used dialog box, select Microsoft SQL Server/SQLServer 2005 Express (recommended). Note: If the InstallShield wizard detects that there is an existing Microsoft SQL database server installed on your system, it prompts you to enter the Microsoft SQL Server database Administrator user (SA) password. Enter the password, and click the Next button. 7 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: See Not Connecting to the Project Management Schedule Database on page 101. See Connecting to the Project Management Schedule Database Running Oracle on page 102. See Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 104. None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running on Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

105 Stand-Alone Microsoft SQL 2005 Express Server Installation 101 Not Connecting to the Project Management Schedule Database After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page On the Choose Destination Location dialog box, either click the Next button to install Primavera Contract Manager in the default location, or click the Browse button and select a new location. 2 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 3 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 4 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 5 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 6 The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 7 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 8 The InstallShield Wizard will configure the software and install the databases. Click the Finish button when the Wizard completes.

106 102 Part 4: Stand-Alone Installation Connecting to the Project Management Schedule Database Running Oracle See Initial Setup Steps on page 100. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Server Name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Database Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button.

107 Stand-Alone Microsoft SQL 2005 Express Server Installation 103 See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, the InstallShield Wizard starts the setup. 9 The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 11 The InstallShield Wizard will configure the software and install the databases. Click the Finish button when the Wizard completes.

108 104 Part 4: Stand-Alone Installation Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 100. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool: 1 On the Primavera schedule database dialog box, enter the following database server information, and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Database Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

109 Stand-Alone Microsoft SQL 2005 Express Server Installation 105 See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, the InstallShield Wizard starts the setup. 9 The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 11 The InstallShield Wizard will configure the software and install the databases. Click the Finish button when the Wizard completes.

110 106 Part 4: Stand-Alone Installation Set Up the Contract Manager Reports and Forms Library In order to print reports and forms, you must run an Administration Application utility to load all available reports and forms. Without running this utility, the reports and forms will not be available viewing and printing. After the installation and configuration is complete, do the following: 1 Log into the Administration Application. 2 Click Server Configuration in the left pane. 3 Click the Import Reports and Forms button.

111 107 Stand-Alone Sybase Adaptive Server Anywhere Installation In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server Set Up the Contract Manager Reports and Forms Library This chapter describes how to install Contract Manager as a stand-alone system running Sybase Adaptive Server Anywhere. A stand-alone system is one with a single license on a single machine. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

112 108 Part 4: Stand-Alone Installation Initial Setup Steps See Launch the InstallShield Wizard on page 89. Start with the following steps if you chose Stand-alone User Installation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. See Not Connecting to the Project Management Schedule Database on page 109. See Connecting to the Project Management Schedule Database Running Oracle on page 110. See Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 112. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 6 On the Contract Manager Database to be used dialog box, select Sybase Adaptive Server Anywhere and click the Next button. 7 On the Primavera schedule database to be used dialog box, choose one of the following: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

113 Stand-Alone Sybase Adaptive Server Anywhere Installation 109 Not Connecting to the Project Management Schedule Database After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: See Installing the J2SE Development Kit on page On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button. 2 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 3 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 4 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 5 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 6 After you click the Next button, Sybase Adaptive Server Anywhere will be installed if this software is not already installed on your system. 7 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 8 A series of dialog boxes displays while Contract Manager is configured. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the setup.

114 110 Part 4: Stand-Alone Installation Connecting to the Project Management Schedule Database Running Oracle After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Oracle: 1 On the Primavera schedule database dialog box, enter the following database server information: Server Name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management host to which you are connecting. The default is The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

115 Stand-Alone Sybase Adaptive Server Anywhere Installation 111 See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 9 After you click the Next button, Sybase Adaptive Server Anywhere will be installed if this software is not already installed on your system. 10 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 11 A series of dialog boxes displays while Contract Manager is configured. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the setup.

116 112 Part 4: Stand-Alone Installation Connecting to the Project Management Schedule Database Running Microsoft SQL Server After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Microsoft SQL Server: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Database Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

117 Stand-Alone Sybase Adaptive Server Anywhere Installation 113 See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 9 After you click the Next button, Sybase Adaptive Server Anywhere will be installed if this software is not already installed on your system. 10 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 11 A series of dialog boxes displays while Contract Manager is configured. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the setup.

118 114 Part 4: Stand-Alone Installation Set Up the Contract Manager Reports and Forms Library In order to print reports and forms, you must run an Administration Application utility to load all available reports and forms. Without running this utility, the reports and forms will not be available viewing and printing. After the installation and configuration is complete, do the following: 1 Log into the Administration Application. 2 Click Server Configuration in the left pane. 3 Click the Import Reports and Forms button.

119 Part 5 Web Server Installation without Database Creation In this part Web Server Installation, no Database Creation, MS SQL Server Web Server Installation, no Database Creation, for Oracle Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere

120 This part describes how to install the software for multiple licenses when databases will not be created during installation. The instructions tell how to install when using Microsoft SQL Server, Oracle, or Sybase Adaptive Server Anywhere, and tells how to connect to the Project Management schedule database through either Microsoft SQL or Oracle. Web Server Installation, No Database Creation, for MS SQL describes how to install the software for a Microsoft SQL server. Web Server Installation, No Database Creation, for Oracle describes how to install the software for Oracle. Web Server Installation, No Database Creation, for Sybase Adaptive Server Anywhere describes how to install the software for a Sybase Adaptive Server Anywhere server.

121 117 Web Server Installation, no Database Creation, MS SQL Server In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server This chapter describes how to install Contract Manager with multiple licenses for Microsoft SQL Server. This option does not include database creation. The database servers must already be installed. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

122 118 Part 5: Web Server Installation without Database Creation Initial Setup Steps See Launch the InstallShield Wizard on page 89. Start with the following steps if you chose Web Server Installation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See. JBoss Prerequisites on page 84. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Select the Web Server type dialog box, choose one of the following, and click the Next button: JBoss (JBoss domain specific to Contract Manager Required Prior to Install). JBoss must be previously installed, and a JBoss domain specific to Contract Manager must already be specified. If you choose this option, go to step 5 after you click the Next button. WebLogic. If you choose this type of Web server, you must have previously installed WebLogic in a domain specific to Contract Manager. Go to step 7 after you click the Next button. 5 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 6 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, click the Next button, and go to step 8. 7 If you chose WebLogic in step 4, use the Browse button to navigate to the location of the home folder in which to store the configuration files, and click the Next button. 8 On the Contract Manager Database to be used dialog box, choose Microsoft SQL Server. 9 When prompted to Enter the Microsoft SQL Server information on the next dialog box, enter the following:

123 Web Server Installation, no Database Creation, MS SQL Server 119 Group database name This is the name of the initial database to connect to (for example, CMPROJ or CMDEMO). After installation you can configure additional project groups via the Server Configuration in the Primavera Contract Manager Administration application. Computer name This is the name of the host where the projects reside. This can be an alphanumeric name or an IP address. Port The port number on the host where the database resides. 10 When prompted to Enter the Contract Manager database user information on the next dialog box, enter the following and click the Next button, or click the Browse button and select a new location button: User name The user name used to access the database. Password The password used to access the database. 11 On the Primavera schedule database to be used dialog box, click one of the following and click the Next button: See Not Connecting to the Project Management Schedule Database on page 120. See Connecting to the Project Management Schedule Database Running Oracle on page 122. See Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 124. None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running on Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running on Microsoft SQL.

124 120 Part 5: Web Server Installation without Database Creation Not Connecting to the Project Management Schedule Database After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: 1 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button. 2 On the Contract Manager Reports Folder dialog box, click the Next button to install reports in the default location, or click the Browse button and select a new location. 3 On the Contract Manager Forms Folder dialog box, click the Next button to install forms in the default location, or click the Browse button and select a new location. 4 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to install reports and forms images in the default location, or click the Browse button and select a new location. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup.

125 Web Server Installation, no Database Creation, MS SQL Server 121 See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 11 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

126 122 Part 5: Web Server Installation without Database Creation Connecting to the Project Management Schedule Database Running Oracle See Initial Setup Steps on page 118. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Oracle: 1 On the Primavera schedule database dialog box, enter the following database server information: Server Name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button.

127 Web Server Installation, no Database Creation, MS SQL Server 123 See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page On the Contract Manager Reports Folder dialog box, click the Next button to install reports in the default location, or click the Browse button and select a new location. 6 On the Contract Manager Forms Folder dialog box, click the Next button to install forms in the default location, or click the Browse button and select a new location. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to install reports and forms images in the default location, or click the Browse button and select a new location. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup. 12 The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 14 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

128 124 Part 5: Web Server Installation without Database Creation Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 118. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Microsoft SQL Server: 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Database Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

129 Web Server Installation, no Database Creation, MS SQL Server 125 See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 On the Contract Manager Reports Folder dialog box, click the Next button to install reports in the default location, or click the Browse button and select a new location. 6 On the Contract Manager Forms Folder dialog box, click the Next button to install forms in the default location, or click the Browse button and select a new location. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to install reports and forms images in the default location, or click the Browse button and select a new location. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup. 12 The InstallShield Wizard checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 14 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

130

131 127 Web Server Installation, no Database Creation, for Oracle In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server This chapter describes how to install Contract Manager with multiple licenses for Oracle. This installation method does not include database creation options. The database servers must already be installed. The Oracle Tablespaces must also already be created. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

132 128 Part 3: Web Server Installation without Database Creation Prerequisites See Set the NLS_LANG parameter on page 35. For new Oracle Web Server installations, you must create the Oracle database instance and set the NLS_LANG parameter before proceeding with this installation. See the instructions in the Upgrading a 9.0 Oracle Database to Expedition Professional 9.1 Format in the Upgrading Pre Version Databases, Reports, and Forms to the 10.0 Version chapter.

133 Web Server Installation, no Database Creation, for Oracle 129 Initial Setup Steps For new Oracle Web Server installations, be sure you create the Oracle database instance and set the NLS_LANG parameter before proceeding with this installation. Start with the following steps if you chose Web Server Installation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Select the Web Server type dialog box, choose one of the following, and click the Next button: JBoss (JBoss domain specific to Contract Manager Required Prior to Install). JBoss must be previously installed, and a JBoss domain specific to Contract Manager must already be specified. If you choose this option, go to step 5 after you click the Next button. WebLogic. If you choose this type of Web server, you must have previously installed WebLogic in a domain specific to Contract Manager. Go to step 7 after you click the Next button. 5 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 6 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, click the Next button, and go to step 8. 7 If you chose WebLogic in step 4, use the Browse button to navigate to the location of the home folder in which to store the configuration files, and click the Next button. 8 On the Contract Manager Database to be used dialog box, choose Oracle. (The database server must already be installed.) 9 On the Primavera schedule database dialog box, enter the following database server information and click the Next button:

134 130 Part 3: Web Server Installation without Database Creation SID Name This is the name of the Oracle database. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the host to which you are connecting. 10 When prompted to Enter the Expadmin user information on the next dialog box, enter the Expadmin Password. The default password is EXPADMIN. See Not Connecting to the Project Management Schedule Database on page 131. See Connecting to the Project Management Schedule Database Running Oracle on page 133. See Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page When prompted to Enter the project Group user information on the next screen, enter the following and click the Next button: Group User Name This is the user ID for accessing the group. Group Password This is the password for accessing the group. The default password is sql. 12 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running on Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running on Microsoft SQL.

135 Web Server Installation, no Database Creation, for Oracle 131 Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 129. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: 1 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button. 2 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 3 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 4 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup.

136 132 Part 3: Web Server Installation without Database Creation See Installing the J2SE Development Kit on page The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

137 Web Server Installation, no Database Creation, for Oracle 133 Connecting to the Project Management Schedule Database Running Oracle See Initial Setup Steps on page 129. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Oracle: 1 On the Primavera schedule database dialog box, enter the following database server information: SID Name This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management host to which you are connecting. The default is The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name default is privuser. Enter the Database Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, either click the Next button to install Primavera Contract Manager in the default location, or click the Browse button and select a new location.

138 134 Part 3: Web Server Installation without Database Creation See Installing the J2SE Development Kit on page On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 6 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup. 12 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

139 Web Server Installation, no Database Creation, for Oracle 135 Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 129. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Microsoft SQL Server: 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Database Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button.

140 136 Part 3: Web Server Installation without Database Creation See Installing the J2SE Development Kit on page On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button. 5 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 6 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup. 12 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

141 137 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running on Microsoft SQL Server This chapter describes how to install Contract Manager with multiple licenses for Sybase Adaptive Server Anywhere. This installation method does not include database creation options. The database server must already be installed. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

142 138 Part 5: Web Server Installation without Database Creation Initial Setup Steps Start with the following steps if you chose Web Server Installation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. See Not Connecting to the Project Management Schedule Database on page 140. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Select the Web Server type dialog box, choose one of the following, and click the Next button: JBoss (JBoss domain specific to Contract Manager Required Prior to Install). JBoss must be previously installed, and a JBoss domain specific to Contract Manager must already be specified. If you choose this option, go to step 5 after you click the Next button. WebLogic. If you choose this type of Web server, you must have previously installed WebLogic in a domain specific to Contract Manager. Go to step 7 after you click the Next button. 5 On the Choose JBoss \bin folder dialog box, click the Browse button, navigate to the correct location, and click the Next button. 6 On the Choose JBoss Server folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. Go to step 8. 7 If you chose WebLogic in step 4, use the Browse button to navigate to the location of the home folder in which to store the configuration files, and click the Next button. 8 On the Contract Manager Database to be used dialog box, choose Sybase Adaptive Server Anywhere. 9 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database.

143 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere 139 See Connecting to the Project Management Schedule Database Running Oracle on page 142. See Connecting to the Project Management Schedule Database Running on Microsoft SQL Server on page 145. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running on Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running on Microsoft SQL.

144 140 Part 5: Web Server Installation without Database Creation Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 138. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: 1 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button. 2 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 3 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 4 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup.

145 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere 141 See Installing the J2SE Development Kit on page The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

146 142 Part 5: Web Server Installation without Database Creation Connecting to the Project Management Schedule Database Running Oracle See Initial Setup Steps on page 138. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Oracle: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Server Name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management host to which you are connecting. The default is The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

147 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere 143 See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 If Sybase Adaptive Server Anywhere is not installed on your system, the InstallShield Wizard will display two dialog boxes for you to choose where to install Adaptive Server Anywhere files: Click the Next button to choose the default location destination folder for the Adaptive Server Anywhere files. On the Next dialog box, click the Next button to choose the default location for the Adaptive Server Anywhere shared components. 6 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 7 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 8 On the Contract Manager Reports and Forms Images Folder dialog box, click the or click the Browse button and select a new location button to accept the default location for the Contract Manager reports and forms images. 9 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 10 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 11 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 12 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 13 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation.

148 144 Part 5: Web Server Installation without Database Creation 14 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

149 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere 145 Connecting to the Project Management Schedule Database Running on Microsoft SQL Server See Initial Setup Steps on page 138. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Microsoft SQL Server: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

150 146 Part 5: Web Server Installation without Database Creation See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 If Sybase Adaptive Server Anywhere is not installed on your system, the InstallShield Wizard will display two dialog boxes for you to choose where to install Adaptive Server Anywhere files: Click the Next button to choose the default location destination folder for the Adaptive Server Anywhere files. On the Next dialog box, click the Next button to choose the default location for the Adaptive Server Anywhere shared components. 6 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 7 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 8 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 9 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 10 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 11 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 12 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 13 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation.

151 Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

152

153 Part 6 Web Server Installation with Database Creation In this part Web Server Installation with Database Creation for Microsoft SQL Server Web Server Installation with Database Creation for Sybase Adaptive Server Anywhere

154 This part describes how to install the software for multiple licenses when databases will be created during the installation. The instructions tell how to install when using Microsoft SQL Server or Sybase Adaptive Server Anywhere, and tells how to connect to the Project Management schedule database through either Microsoft SQL or Oracle. Microsoft SQL Server Installation describes how to install the software for a Microsoft SQL server. Sybase Adaptive Server Anywhere Installation describes how to install the software for a Sybase Adaptive Server Anywhere server.

155 151 Web Server Installation with Database Creation for Microsoft SQL Server In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server This chapter describes how to install Contract Manager with multiple licenses for Microsoft SQL Server, including database creation. This type of installation requires the database server to already be installed. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

156 152 Part 6: Web Server Installation with Database Creation Initial Setup Steps See Launch the InstallShield Wizard on page 89. Start with the following steps if you chose Web Server Installation with Database Creation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Select the Web Server type dialog box, choose one of the following, and click the Next button: JBoss (JBoss domain specific to Contract Manager Required Prior to Install). JBoss must be previously installed, and a JBoss domain specific to Contract Manager must already be specified. If you choose this option, go to step 5 after you click the Next button. WebLogic. If you choose this type of Web server, you must have previously installed WebLogic in a domain specific to Contract Manager. Go to step 7 after you click the Next button. 5 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 6 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, click the Next button, and go to step 8. 7 If you chose WebLogic in step 4, use the Browse button to navigate to the location of the home folder in which to store the configuration files, and click the Next button. 8 On the Contract Manager Database to be used dialog box, select Microsoft SQL Server. (The database server must already be installed.) 9 Read the Warning message that displays next, and then do one of the following: Click the Next button if the Microsoft SQL Server has been installed.

157 Web Server Installation with Database Creation for Microsoft SQL Server 153 Click the Cancel button if the Microsoft SQL Server has not been installed. Install Microsoft SQL Server, and then start the Contract Manager installation again. 10 When prompted to Select the type of project database(s) you want to create, choose one of the following, and then click the Next button: A database that includes sample data (CMDEMO). An empty database ready for production use (CMPROJ). 2 databases: one with sample data and one that is empty (CMDEMO + CMPROJ) 11 On the next dialog box, enter the following: Computer name This is the host on which the database resides. Instance name When there are multiple Microsoft SQL Servers on a host machine, this name distinguishes between them. Leave this field blank if you are not using an Instance name.

158 154 Part 6: Web Server Installation with Database Creation See Not Connecting to the Project Management Schedule Database on page 155. See Connecting to the Project Management Schedule Database Running Oracle on page 157. See Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page When prompted to Enter the Microsoft SQL Server Administration information, enter the following: User name This is the Microsoft SQL Server Administrator user ID. Password This is the Microsoft SQL Server Administrator password. 13 When prompted to Enter the Microsoft SQL Server information, enter the following: Group database name This is name of the database. Computer name This is the name of the host where the project database resides. This can be the alphanumeric name or the IP address. Port The port number on the host where the database resides. 14 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

159 Web Server Installation with Database Creation for Microsoft SQL Server 155 Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 152. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: 1 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location. Click the Browse button, select a new location, and click the Next button. 2 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default. 3 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default. 4 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, fill in the appropriate information, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 9 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 10 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied with the settings. Click the Back button to return to a previous setup dialog box if you are not satisfied.

160 156 Part 6: Web Server Installation with Database Creation See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 12 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

161 Web Server Installation with Database Creation for Microsoft SQL Server 157 Connecting to the Project Management Schedule Database Running Oracle See Initial Setup Steps on page 152. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Oracle: 1 When prompted to Enter the database server information enter the following and click the Next button: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

162 158 Part 6: Web Server Installation with Database Creation See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 On the Contract Manager Reports Folder dialog box, click the Next button to install reports in the default location, or click the Browse button and select a new location. 6 On the Contract Manager Forms Folder dialog box, click the Next button to install forms in the default location, or click the Browse button and select a new location. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to install reports and forms images in the default location, or click the Browse button and select a new location. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Next button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup. 12 The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 14 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

163 Web Server Installation with Database Creation for Microsoft SQL Server 159 Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 152. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Microsoft SQL Server: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Choose Destination Location dialog box, do one of the following: Click the Next button to install Primavera Contract Manager in the default location.

164 160 Part 6: Web Server Installation with Database Creation See Microsoft.NET Framework Installation and Microsoft SQL Server Setup on page 91. See Installing the J2SE Development Kit on page 95. Click the Browse button, select a new location, and click the Next button. 5 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default. 6 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, fill in the appropriate information, and click the 0Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied with the settings. Click the Back button to return to a previous setup dialog box if you are not satisfied. 12 The InstallShield checks to see if the Microsoft.NET Framework setup is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 14 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

165 161 Web Server Installation with Database Creation for Sybase Adaptive Server Anywhere In this chapter Initial Setup Steps Not Connecting to the Project Management Schedule Database Connecting to the Project Management Schedule Database Running Oracle Connecting to the Project Management Schedule Database Running Microsoft SQL Server This chapter describes how to install Contract Manager with multiple licenses for Sybase Adaptive Server Anywhere, including database creation. This chapter describes how to install the software whether or not you are going to connect to the Project Management schedule database.

166 162 Part 6: Web Server Installation with Database Creation Initial Setup Steps Start with the following steps if you chose Web Server Installation with Database Creation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. Please insert the Contract Manager Serial Number diskette or CD. 3 Insert the Contract Manager Serial Number diskette or CD, and click the OK button. 4 On the Select the Web Server type dialog box, choose one of the following, and click the Next button: JBoss (JBoss domain specific to Contract Manager Required Prior to Install). JBoss must be previously installed, and a JBoss domain specific to Contract Manager must already be specified. If you choose this option, go to step 5 after you click the Next button. WebLogic. If you choose this type of Web server, you must have previously installed WebLogic in a domain specific to Contract Manager. Go to step 7 after you click the Next button. 5 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 6 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, click the Next button, and go to step 8. 7 If you chose WebLogic in step 4, use the Browse button to navigate to the location of the home folder in which to store the configuration files, and click the Next button. 8 On the Contract Manager Database to be used dialog box, select Sybase Adaptive Server Anywhere. 9 Read the Caution message that displays next, and then click the Next button. If the Sybase database server is not installed, it will be installed during Contract Manager installation.

167 Web Server Installation with Database Creation for Sybase Adaptive Server Anywhere 163 Note: If the database server is installed, but you want to create the databases separately as opposed to during Contract Manager installation, click the Cancel button. Then click Configure Contract Manager Databases on the initial Welcome to Primavera Contract Manager dialog box. After you finish creating the databases, start the installation again. 10 When prompted to Select the type of project database(s) you want to create, choose one of the following, and then click the Next button: A database that includes sample data (CMDEMO). An empty database ready for production use (CMPROJ). 2 databases: one sample data and one that is empty (CMDEMO + CMPROJ). 11 When prompted to Enter the Adaptive Server Anywhere database server information, enter the following and click the Next button: Group database name This is the name of the project database to which you want to connect. Computer name This is the name of the host where the project database resides. This can be the alphanumeric name or the IP address. Port The port number on the host where the database resides. This is prefilled with the default value. 12 On the Primavera schedule database to be used dialog box, choose one of the following: See Not Connecting to the Project Management Schedule Database on page 164. See Connecting to the Project Management Schedule Database Running Oracle on page 165. See Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 167. None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

168 164 Part 6: Web Server Installation with Database Creation Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 162. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are not connecting to the Project Management Schedule tool: See Installing the J2SE Development Kit on page On the Choose Destination Location dialog box, either click the Next button to install Primavera Contract Manager in the default location, or click the Browse button and select a new location. 2 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 3 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 4 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 5 You will be prompted to Enter your SMTP Server. Read the instructions on the screen, and either accept the default or enter the actual name of the server and click the Next button. 6 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 7 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 8 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. When you click the Next button, InstallShield Wizard starts the setup. 9 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

169 Web Server Installation with Database Creation for Sybase Adaptive Server Anywhere 165 Connecting to the Project Management Schedule Database Running Oracle See Initial Setup Steps on page 162. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Oracle: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Server Name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. The default is The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and then click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Click the Next button. 4 On the Choose Destination Location dialog box, either click the Next button to install Primavera Contract Manager in the default location, or click the Browse button and select a new location.

170 166 Part 6: Web Server Installation with Database Creation See Installing the J2SE Development Kit on page On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 6 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen, and either accept the default or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 12 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

171 Web Server Installation with Database Creation for Sybase Adaptive Server Anywhere 167 Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 162. After completing the steps in the Initial Setup Steps earlier in this chapter, do the following if you are connecting to the Project Management Schedule tool running Microsoft SQL Server: 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Click the Next button. 4 On the Choose Destination Location dialog box, either click the Next button to install Primavera Contract Manager in the default location, or click the Browse button and select a new location. 5 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports.

172 168 Part 6: Web Server Installation with Database Creation See Installing the J2SE Development Kit on page On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 7 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 8 You will be prompted to Enter your SMTP Server. Read the instructions on the screen, and either accept the default or enter the actual name of the server and click the Next button. 9 On the User Registration dialog box, enter the appropriate information in the fields, and click the Next button. For help on this dialog box, click the Help button. 10 A message displays that tells you where the registration information was stored on your system (make a note of this information). Click the OK button. 11 On the Start Copying Files dialog box, review the information, and click the Next button if you are satisfied. Click the Back button to return to a previous setup dialog box if there is something you want to change. 12 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 13 A series of screens displays while the InstallShield Wizard installs and configures the software. When the InstallShield Wizard Complete dialog box displays, click the Finish button to complete the installation.

173 Part 7 Upgrade Installations for Expedition Versions 8.x/9.x In this part Upgrade from Expedition 8.5 Stand-Alone Version to Contract Manager Upgrade from Expedition 8.5 to Contract Manager for Sybase Database Server Upgrade from Expedition 8.5 Web Server Versions to Contract Manager Web Server Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone Upgrade from Expedition 9.x to Contract Manager for Sybase Database Server Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server

174 This part describes how to install the software when a previous version of Expedition is already installed on your system, and you want to upgrade to Contract Manager. Upgrade from Expedition to Contract Manager Installation for Sybase Databases (Stand-alone) describes how to install the software and upgrade to the stand-alone Contract Manager when using Sybase databases. Upgrade from Expedition to Contract Manager Installation for Sybase Databases (Database Server) describes how to install the software and upgrade to the database server version of Contract Manager when using Sybase databases. Upgrade from Expedition to Contract Manager Installation for Sybase Databases (Web Server) describes how to install the software and upgrade to the Web Server version of Contract Manager when using Sybase databases. Upgrade from Expedition to Contract Manager Installation for Oracle Databases describes how to install the software and upgrade to Contract Manager when using Oracle databases. Running the Server Config Utility describes how to run the Server Config utility for MS SQL, Oracle, or Sybase Adaptive Server Anywhere databases when you change the server.

175 Upgrade from Expedition 8.5 Stand- Alone Version to Contract Manager 171 In this chapter Prerequisites Perform the Installation Use this chapter to upgrade from an Expedition Professional 8.5 stand-alone installation to the current version of Contract Manager stand-alone. Be sure you complete the steps in the Prerequisites section first.

176 172 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites Before you do an upgrade installation from Expedition Professional 8.5 to the current version of Contract Manager, you must do the following: See JBoss Prerequisites on page Stop the Expedition Professional service. 2 Backup all your database files, reports, forms, and attachments. 3 Uninstall the Expedition Professional 8.5 version by clicking Start, choosing Control Panel, Add or Remove Programs, and choosing Primavera Expedition Professional 8.5 from the list. 4 If you will use JBoss with Contract Manager, you must have that software already installed on your system.

177 Upgrade from Expedition 8.5 Stand-Alone Version to Contract Manager 173 Perform the Installation Launch the installation To launch the installation, do the following: See Prerequisites on page 172. See Stand-Alone Sybase Adaptive Server Anywhere Installation on page 107. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page Make sure you performed all the steps in the Prerequisite section. 2 Put the CD #1 (Contract Manager Application Disk) into the CD reader, and click setup.exe. A document called Considerations is displayed. Read the document, and then close it by clicking the X in the upper right-hand corner. 3 On the Welcome to Contract Manager dialog box, click the Install Contract Manager link, click the Stand-alone User Installation link, and then follow the instructions in the Stand-alone Sybase Adaptive Server Anywhere Installation chapter. 4 Restart the machine. When the installation finishes After the installation finishes, do the following: 1 Go to Start, Programs, Primavera, Contract Manager Utilities. Choose Stop Contract Manager Service. 2 Copy the Sybase folder from the Contract Manager Installation CD, and run the pre_upgrade_admn_upd.sql file against the 8.5 EXPADMIN database via schange.exe. 3 Put the CD #1 (Contract Manager Application Disk) into the CD reader, and click setup.exe. 4 Click Configure Contract Manager Databases, and then click 8.x/9.x Sybase Database Upgrade to 10.x Utility. Upgrade all 8.5 database files to version Be sure to upgrade the EXPADMIN database before any project databases. Upgrade all 8.5 reports and forms to version Close the 10.0 Converter, and return to the Installation menu. Click Database Configuration Utility. Upgrade all version 10.0 database files to the current version of Contract Manager, and then exit the Installation Wizard. 6 Go to Start, Programs, Primavera, Contract Manager Utilities. Choose Report Converter. 7 Browse to the 10.0 version of the reports and forms, and upgrade them to the current version of Contract Manager.

178 174 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x 8 Copy the upgraded Contract Manager database files into the following folder: \Primavera\ContractManager\Database 9 Update the expstart.lst file to include paths and names of all the updated databases you intend to use. (Use a text editor, such as Microsoft Notepad.) 10 Copy the reports and forms into the following folder: \Primavera\ContractManager See Running the Server Config Utility on page Open the Windows Services list, and start the Adaptive Server Anywhere service. 12 Go to Start, Programs, Primavera, Contract Manager Utilities, and run the Server Config utility. Go through the setup screens, and make sure that you enter the name of your primary upgraded project database. When the setup is complete, go to Start, Programs, Primavera, Contract Manager Utilities, and run the Set Database Connection utility. 13 Log on to the Contract Manager Administration application, and create a new report and form location. Be sure to import the reports and forms after creating the location. 14 Log on to Contract Manager.

179 175 Upgrade from Expedition 8.5 to Contract Manager for Sybase Database Server In this chapter Prerequisites Perform the Installation Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box, and are upgrading from Expedition Professional 8.5. This chapter describes how to install Contract Manager when upgrading from an existing Expedition Professional version 8.5 for Sybase database server to the current version of Contract Manager. This type of installation applies to Expedition Professional versions 8.5.

180 176 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites Before you do an upgrade installation from Expedition Professional 8.5 to the current version of Contract Manager, do the following: Backup all your databases, reports, and forms. Uninstall the Expedition Professional 8.5 version by clicking Start, choosing Control Panel, Add or Remove Programs, and choosing Primavera Expedition Professional 8.5 from the list.

181 Upgrade from Expedition 8.5 to Contract Manager for Sybase Database Server 177 Perform the Installation To upgrade from an existing database server version of Expedition to Contract Manager, do the following: 1 Put the CD #1 (Contract Manager Application Disk) into the CD reader, and click setup.exe. A document called Considerations is displayed. Read the document, and then close it by clicking the X in the upper right-hand corner. 2 On the Welcome to Contract Manager dialog box, click the Install Other Applications link. 3 On the next menu, click the Sybase Adaptive Server Anywhere 7.0 Database Server link. 4 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 5 When prompted to Select the type of project database(s) you want to create, choose either cmdemo (previously expwin) or cmproj (formerly expempty) and click the Next button. Note: You can remove the database after the installation completes. Existing databases will not be overwritten during the installation. 6 On the Enter Server Name dialog box, enter the name for the Contract Manager database server, and click the Next button. 7 On the Choose Destination Location dialog box, either accept the default location for the application files, or browse to the proper location, and click the Next button. 8 On the Start Copying Files dialog box, review the information, and click the Next button. This starts the installation of the Adaptive Server Anywhere 7.0 upgrade. 9 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

182 178 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Upgrading databases When the installation completes, do the following: See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page Go to Start, Programs, Primavera, Contract Manager Utilities, and choose Stop Contract Manager Service. 2 Copy the Sybase folder from the Contract Manager Installation CED, and run the pre_upgrade_admn_upd.sql file against the 8.5 EXPADMIN database via schange.exe. 3 Put the CD #1 (Contract Manager Application Disk) into the CD reader, and click setup.exe. 4 Click Configure Contract Manager Databases, and then click 8.x/9.x Sybase Database Upgrade to 10.x Utility. 5 Upgrade all 8.5 databases to the 10.0 version. Be sure to upgrade the EXPADMIN database before any project databases. 6 Close the 10.0 Converter, and return to the Installation menu. 7 Click Configure Contract Manager Databases, and then click Database Configuration Utility. 8 Upgrade all version 10.0 database files to the current version of Contract Manager, and then exit the Installation Wizard. 9 After you upgrade the databases, you must edit the expstart.lst file with the path to and names of all the upgraded Contract Manager databases you want to use. 10 Go to Start, Programs, Primavera, Contract Manager Utilities, and choose Start Contract Manager Service. 11 On the Contract Manager Web/application server machine, configure the Web server to connect to the database server.

183 179 Upgrade from Expedition 8.5 Web Server Versions to Contract Manager Web Server In this chapter Prerequisites Perform the Installation Use this chapter to install Contract Manager when upgrading from an existing Expedition Professional Web Server version 8.5 for Oracle or Sybase to the current version of Contract Manager.

184 180 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites Before you do an upgrade installation from Expedition Professional 8.5 to the current version of Contract Manager, do the following: See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See JBoss Prerequisites on page Stop the Expedition Professional service. 2 Backup all your databases, reports, and forms. 3 Upgrade your databases, reports, and forms to the 10.0 version. 4 Upgrade the 10.0 version databases, reports, and forms to the current version of Contract Manager. 5 Uninstall Expedition Professional 8.5 version. 6 If you will use JBoss with Contract Manager, you must have that software already installed on your system.

185 Upgrade from Expedition 8.5 Web Server Versions to Contract Manager Web Server 181 Perform the Installation Launch the installation To launch the installation, do the following: See Prerequisites on page 180. See Web Server Installation, no Database Creation, for Sybase Adaptive Server Anywhere on page 137. See Web Server Installation, no Database Creation, for Oracle on page Make sure you performed all the steps in the Prerequisite section. 2 Put the CD #1 (Contract Manager Application Disk) into the CD reader, and click setup.exe. A document called Considerations is displayed. Read the document, and then close it by clicking the X in the upper right-hand corner. 3 On the Welcome to Contract Manager dialog box, click the Install Contract Manager link, and then follow the instructions in one of the following sections of this chapter: For Sybase Adaptive Server Anywhere Web Servers: If you are upgrading to Contract Manager for a Sybase Adaptive Server Anywhere Web Server, follow the steps in the Web Server Installation, no Database Creation, for sybase Adaptive Server Anywhere chapter to install Contract Manager. For Oracle Web Servers: If you are upgrading to Contract Manager for an Oracle Web Server, follow the steps in the Web Server Installation, no Database Creation, for Oracle chapter to install Contract Manager.

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187 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 183 In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running Oracle Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. When you select this option, the InstallShield recognizes which type of installation you have to upgrade. This chapter describes how to install Contract Manager when upgrading from an existing stand-alone Sybase version of Expedition Professional 9.x to the current version of Contract Manager. This type of installation applies to Expedition Professional versions 10.0 and higher.

188 184 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites Before you do an upgrade installation from Expedition Professional 9.x to the current version of Contract Manager, you must do the following: See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See JBoss Prerequisites on page Stop the Expedition Professional service. 2 Upgrade the following databases if you are using Sybase databases: The admin database All Group databases 3 If you will use JBoss with Contract Manager, you must have that software already installed on your system.

189 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 185 Initial Setup Steps To upgrade from an existing stand-alone version of Expedition to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. See Installing and Not Connecting to the Project Management Schedule Database on page 186. See Installing When Connecting to the Project Management Schedule Database Running Oracle on page 189. See Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 193. Click Yes to upgrade the existing Stand-alone Web Server and Sybase ASA Database Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 6 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL.

190 186 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Installing and Not Connecting to the Project Management Schedule Database See Installing the J2SE Development Kit on page On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the Sybase Adaptive Server anywhere 7.0 upgrade installation. 6 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 7 If the InstallShield Wizard displays the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 8 When the Conversion dialog box displays, choose Convert Database, and click the Next button. This launches the conversion program to convert the existing 8.x databases to the 10.0 format. 9 When prompted to terminate all Sybase Server connections, terminate the connections, and then click the Next button. 10 On the Convert Database dialog box, read the information, browse to the path of the database file to convert, and click the Convert button.

191 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 187 See Select the database type (no schedule database connection) on page The next dialog box prompts you to enter the User Name and Password for the database. Enter the User Name and Password, and then click the Convert button. For the expadmin database, the user name and password are both EXPADMIN, all in capital letters. For expwin database, the default the user name and password are both EXP all in capital letters. 12 On the Convert Database dialog box, do one of the following: Repeat steps 10 and 11 for each database to be converted. If all databases are converted, click the Cancel button. 13 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard to convert the databases to the format for the current version of Contract Manager. Select the database type (no schedule database connection) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type, choose Sybase, and then click the Next button. Configure the Sybase databases 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button.

192 188 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 through 3. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the message displays that the conversion is complete, click the Finished button.

193 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 189 Installing When Connecting to the Project Management Schedule Database Running Oracle 1 When prompted to Enter the database server information enter the following and click the Next button: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. The default is EXPORA. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

194 190 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x See Installing the J2SE Development Kit on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 If the InstallShield Wizard displays the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 11 When the Conversion dialog box displays, choose Convert Database, and click the Next button. This launches the conversion program to convert the existing 8.x databases to the 10.0 format. 12 When prompted to terminate all Sybase Server connections, terminate the connections, and then click the Next button. 13 On the Convert Database dialog box, read the information, browse to the path of the database file to convert, and click the Convert button. 14 The next dialog box prompts you to enter the User Name and Password for the database. Enter the User Name and Password, and then click the Convert button. For the expadmin database, the user name and password are both EXPADMIN, all in capital letters. For expwin database, the default the user name and password are both EXP all in capital letters. 15 On the Convert Database dialog box, do one of the following: Repeat steps 13 and 14 for each database to be converted. If all databases are converted, click the Cancel button.

195 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 191 See Select the database type (connecting to schedule database running Oracle) on page 191. See Configure the Sybase Adaptive Server Anywhere database on page After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running Oracle) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase, and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that.

196 192 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

197 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 193 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server 1 On the Primavera schedule database dialog box, enter the following database server information and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

198 194 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x See Installing the J2SE Development Kit on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 If the InstallShield Wizard displays the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 11 When the Conversion dialog box displays, choose Convert Database, and click the Next button. This launches the conversion program to convert the existing 8.x databases to the 10.0 format. 12 When prompted to terminate all Sybase Server connections, terminate the connections, and then click the Next button. 13 On the Convert Database dialog box, read the information, browse to the path of the database file to convert, and click the Convert button. 14 The next dialog box prompts you to enter the User Name and Password for the database. Enter the User Name and Password, and then click the Convert button. For the expadmin database, the user name and password are both EXPADMIN, all in capital letters. For expwin database, the default the user name and password are both EXP all in capital letters. 15 On the Convert Database dialog box, do one of the following: Repeat steps 13and 14 for each database to be converted. If all databases are converted, click the Cancel button.

199 Upgrade from Expedition Version 9.x to Contract Manager for Sybase Stand-alone 195 See Select the database type (connecting to schedule database running Microsoft SQL Server) on page 195. See Configure the Sybase Adaptive Server Anywhere database on page After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running Microsoft SQL Server) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, choose Sybase, and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following:

200 196 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

201 197 Upgrade from Expedition 9.x to Contract Manager for Sybase Database Server In this chapter Prerequisites Performing the Upgrade Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install Contract Manager when upgrading from an existing database server version of Expedition Professional to Contract Manager when the database type is Sybase Adaptive Server Anywhere. This type of installation applies to Expedition Professional versions 9.x.

202 198 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. Before you do an upgrade installation from Expedition Professional 10.0 to the current version of Contract Manager, you must first upgrade the following databases if you are using Sybase databases: The admin database All Group databases

203 Upgrade from Expedition 9.x to Contract Manager for Sybase Database Server 199 Performing the Upgrade To upgrade from an existing database server version of Expedition to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: Click Yes to upgrade the existing Sybase ASA Database Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose Destination Location dialog box, either accept the default, or browse to a new location and then click the Next button. 5 On the Start Copying Files dialog box, review the information and then click the Next button.the Adaptive Server Anywhere upgrade is installed. 6 On the Modify, repair, or remove the program dialog box, choose remove all installed features, and click the Next button. 7 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 8 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 9 On the InstallShield Wizard Complete dialog box, click the Finish button.

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205 201 Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running Oracle Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install Contract Manager when upgrading from an existing Web Server version of Expedition Professional to Contract Manager when the database type is Sybase Adaptive Server Anywhere. This type of installation applies to Expedition Professional versions 9.x.

206 202 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites Before you do an upgrade installation from Expedition Professional 10.0 to the current version of Contract Manager, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. See JBoss Prerequisites on page Stop the Expedition Professional service. 2 Upgrade the following databases if you are using Sybase databases: The admin database All Group databases 3 If you are running a version of Expedition that pre-dates Expedition Professional 10.0, you must first upgrade to Expedition Professional 10.0, and then upgrade the databases to the current version of Contract Manager before you can perform this type of installation. 4 If you will use JBoss with Contract Manager, you must have that software already installed on your system.

207 Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server 203 Initial Setup Steps To upgrade from an existing version of Expedition to Contract Manager, do the following: See JBoss Prerequisites on page On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 Click the Yes button in response to the prompt: Click Yes to upgrade the existing Web Server to Contract Manager <version number>. 3 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 4 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 5 The InstallShield Wizard displays the following message: Reminder: Your Contract manager databases must also be upgraded. Complete this install and then upgrade your Adaptive Server Anywhere databases on Computer - <EXPcomputername> by choosing Configure Contract Manager Databases from the main installer screen. For Adaptive Server anywhere databases, you must perform the database upgrade directly on the database server machine. 6 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: See Installing and Not Connecting to the Project Management Schedule Database on page 205. See Installing When Connecting to the Project Management Schedule Database Running Oracle on page 207. None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle.

208 204 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x See Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 210. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

209 Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server 205 Installing and Not Connecting to the Project Management Schedule Database 1 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 2 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 3 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 4 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 5 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 6 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (no schedule database connection) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase databases If you selected Sybase as the database type, do the following: 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the database Name.

210 206 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 through 3. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the message displays that the conversion is complete, click the Finished button.

211 Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server 207 Installing When Connecting to the Project Management Schedule Database Running Oracle 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. The default is EXPORA. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

212 208 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x See Select the database type (connecting to schedule database running Oracle) on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 12 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running Oracle) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured.

213 Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

214 210 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

215 Upgrade from Expedition 9.x to Contract Manager for Sybase Web Server 211 See Select the database type (connecting to schedule database running Microsoft SQL Server) on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 12 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running Microsoft SQL Server) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, choose Sybase and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured.

216 212 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

217 213 Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running Oracle Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install Contract Manager when upgrading from an existing Expedition Professional 9.x Oracle Web Server version.

218 214 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x Prerequisites Before you do an upgrade installation from Expedition Professional 9.x to the current version of Contract Manager, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page Stop the Expedition Professional service. 2 Upgrade the following databases if you are using Oracle databases: The admin database All Group databases 3 If you are running a version of Expedition that pre-dates Expedition Professional 10.0, you must first upgrade to Expedition Professional 10.0, and then upgrade the databases to the current version of Contract Manager before you can perform this type of installation. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See JBoss Prerequisites on page If you will use JBoss with Contract Manager, you must have that software already installed on your system.

219 Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server 215 Initial Setup Steps To upgrade from an existing 9.x version of Expedition Professional to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 Click the Yes button in response to the prompt: Click Yes to upgrade the existing Web Server to Contract Manager <version number>. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See JBoss Prerequisites on page On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 4 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 5 The InstallShield Wizard displays the following message: Reminder: Your Contract Manager databases must also be upgraded. Complete this install and then upgrade your Oracle databases on Computer - <EXPcomputername> by choosing Configure Contract Manager Databases from the main installer screen. For Oracle databases, you can upgrade the databases from any machine that has the Oracle Client drivers installed. Server Name (SID) This is the name of the Oracle database. Computer Name This is the name of the host on which the database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the host to which you are connecting.

220 216 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x 6 When prompted to Enter the Expadmin user information on the next dialog box, enter the Expadmin Password. See Installing and Not Connecting to the Project Management Schedule Database on page 217. See Installing When Connecting to the Project Management Schedule Database Running Oracle on page 219. See Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL on page When prompted to Enter the project Group user information on the next screen, enter the following: Group User Name This is the user ID for accessing the group where the project resides. Group Password This is the password for accessing the group where the project resides. 8 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

221 Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server 217 Installing and Not Connecting to the Project Management Schedule Database See Installing the J2SE Development Kit on page On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. 6 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 7 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 8 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 9 On the Maintenance Complete dialog box, click the Finish button. The installation will continue. 10 After you click the Finish button in step 9, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 11 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 12 When the message displays that the conversion is complete, click the Finished button.

222 218 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x 13 When the Do you want to Create the database connection information now? prompt displays, click the Yes button. Be sure that the Contract Manager database server is running. 14 On the InstallShield Wizard complete dialog box, do one of the following and then click the Finish button: Click Yes, I want to restart my computer now. Click No, I will restart my computer later.

223 Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server 219 Installing When Connecting to the Project Management Schedule Database Running Oracle 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

224 220 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x See Installing the J2SE Development Kit on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 11 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 12 On the Maintenance Complete dialog box, click the Finish button. The installation will continue. 13 After you click the Finish button in step 12, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 14 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 15 When the message displays that the conversion is complete, click the Finished button. 16 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 17 On the InstallShieled Wizard Complete dialog box, click the Finish button.

225 Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server 221 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

226 222 Part 7: Upgrade Installations for Expedition Versions 8.x/9.x See Installing the J2SE Development Kit on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 The InstallShield checks to see if the J2SE Development Kit is installed. If this software is not already installed on your system, the Wizard prompts you to start the installation. 10 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 11 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 12 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 13 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 14 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 15 On the Maintenance Complete dialog box, click the Finish button. The installation will continue. 16 After you click the Finish button in step 15, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 17 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 18 When the message displays that the conversion is complete, click the Finished button. 19 When prompted to choose whether to create the database connection information, click the Yes button.

227 Upgrade from Expedition 9.x to Contract Manager for Oracle Web Server 223 Note: The Contract Manager database server must be running to obtain the configuration information. 20 On the InstallShieled Wizard Complete dialog box, click the Finish button.

228

229 Part 8 Upgrade Installation for Expedition Version 10.0 In this part Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand- Alone Upgrade from Expedition 10.0 to Contract Manager for Sybase Database Server Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server

230 This part describes how to install the software when a previous version of Expedition is already installed on your system, and you want to upgrade to Contract Manager. Upgrade from Expedition to Contract Manager Installation for Sybase (Stand-alone for 10.0) describes how to install the software to upgrade the stand-alone Expedition Professional 10.0 version to the current version of Contract Manager. Upgrade from Expedition to Contract Manager Installation for Oracle Web Server (for 10.0) describes how to install the software to upgrade the Expedition Professional 10.0 Oracle Web Server to the current version of Contract Manager Oracle Web Server.

231 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand- Alone 227 In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. When you select this option, the InstallShield recognizes which type of installation you have to upgrade. This chapter describes how to install Contract Manager when upgrading from an existing stand-alone Sybase version of Expedition Professional 10.0 to the current version of Contract Manager. This type of installation applies to Expedition Professional versions 10.0 and higher.

232 228 Part 8: Upgrade Installations for Expedition Versions 10.0 Prerequisites See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page 27. Before you do an upgrade installation from Expedition Professional 10.0 to the current version of Contract Manager, you must do the following: 1 Stop the Expedition Professional service. 2 Upgrade the following databases if you are using Sybase databases: The admin database All Group databases 3 If you are running a version of Expedition that pre-dates Expedition Professional 10.0, you must first upgrade to Expedition Professional 10.0, and then upgrade the databases to the current version of Contract Manager before you can perform this type of installation. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See JBoss Prerequisites on page If you will use JBoss with Contract Manager, you must have that software already installed on your system.

233 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand-Alone 229 Initial Setup Steps To upgrade from an existing stand-alone version of Expedition to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. Click Yes to upgrade the existing Stand-alone Web Server and Sybase ASA Database Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See Installing and Not Connecting to the Project Management Schedule Database on page 230. See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 232. See Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL on page On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

234 230 Part 8: Upgrade Installations for Expedition Versions 10.0 Installing and Not Connecting to the Project Management Schedule Database See Select the database type (no schedule database connection) on page On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 7 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 8 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 9 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (no schedule database connection) See Configure the Sybase Adaptive Server Anywhere database on page On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase, and then click the Next button.

235 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand-Alone 231 Configure the Sybase databases 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 through 3. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the message displays that the conversion is complete, click the Finished button.

236 232 Part 8: Upgrade Installations for Expedition Versions 10.0 Installing When Connecting to the Project Management Schedule Database Running on Oracle 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. The default is EXPORA. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

237 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand-Alone 233 See Select the database type (connecting to schedule database running on Oracle) on page 233. See Configure the Sybase Adaptive Server Anywhere database on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 12 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running on Oracle) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase, and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured.

238 234 Part 8: Upgrade Installations for Expedition Versions On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

239 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand-Alone 235 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

240 236 Part 8: Upgrade Installations for Expedition Versions 10.0 See Select the database type (connecting to schedule database via Microsoft SQL Server) on page 236. See Configure the Sybase Adaptive Server Anywhere database on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 12 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database via Microsoft SQL Server) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured.

241 Upgrade from Expedition 10.0 to Contract Manager for Sybase Stand-Alone On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

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243 239 Upgrade from Expedition 10.0 to Contract Manager for Sybase Database Server In this chapter Prerequisites Performing the Upgrade Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install Contract Manager when upgrading from an existing database server version of Expedition Professional to Contract Manager when the database type is Sybase Adaptive Server Anywhere. This type of installation applies to Expedition Professional versions 10.0.

244 240 Part 8: Upgrade Installations for Expedition Versions 10.0 Prerequisites See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. Before you do an upgrade installation from Expedition Professional 10.0 to the current version of Contract Manager, you must first upgrade the following databases if you are using Sybase databases: The admin database All Group databases

245 Upgrade from Expedition 10.0 to Contract Manager for Sybase Database Server 241 Performing the Upgrade To upgrade from an existing database server version of Expedition to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: Click Yes to upgrade the existing Sybase ASA Database Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose Destination Location dialog box, either accept the default, or browse to a new location and then click the Next button. 5 On the Start Copying Files dialog box, review the information and then click the Next button.the Adaptive Server Anywhere upgrade is installed. 6 On the Modify, repair, or remove the program dialog box, choose remove all installed features, and click the Next button. 7 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 8 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 9 On the InstallShield Wizard Complete dialog box, click the Finish button.

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247 Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server 243 In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. This chapter describes how to install Contract Manager when upgrading from an existing Web Server version of Expedition Professional to Contract Manager when the database type is Sybase Adaptive Server Anywhere. This type of installation applies to Expedition Professional versions 10.0.

248 244 Part 8: Upgrade Installations for Expedition Versions 10.0 Prerequisites Before you do an upgrade installation from Expedition Professional 10.0 to the current version of Contract Manager, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page Stop the Expedition Professional service. 2 Upgrade the following databases if you are using Sybase databases: The admin database All Group databases 3 If you are running a version of Expedition that pre-dates Expedition Professional 10.0, you must first upgrade to Expedition Professional 10.0, and then upgrade the databases to the current version of Contract Manager before you can perform this type of installation. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See JBoss Prerequisites on page If you will use JBoss with Contract Manager, you must have that software already installed on your system.

249 Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server 245 Initial Setup Steps To upgrade from an existing version of Expedition to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 Click the Yes button in response to the prompt: Click Yes to upgrade the existing Web Server to Contract Manager <version number>. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See JBoss Prerequisites on page On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 4 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 5 The InstallShield Wizard displays the following message: Reminder: Your Contract manager databases must also be upgraded. Complete this install and then upgrade your Adaptive Server Anywhere databases on Computer - <EXPcomputername> by choosing Configure Contract Manager Databases from the main installer screen. Note: for Adaptive Server anywhere databases, you must perform the database upgrade directly on the database server machine. 6 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: See Installing and Not Connecting to the Project Management Schedule Database on page 247. None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database.

250 246 Part 8: Upgrade Installations for Expedition Versions 10.0 See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 249. See Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL on page 252. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

251 Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server 247 Installing and Not Connecting to the Project Management Schedule Database 1 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 7 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 8 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 9 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (no schedule database connection) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase databases 1 On the Configure Sybase Server Database dialog box, do the following:

252 248 Part 8: Upgrade Installations for Expedition Versions 10.0 Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 through 3. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the message displays that the conversion is complete, click the Finished button.

253 Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server 249 Installing When Connecting to the Project Management Schedule Database Running on Oracle 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. The default is EXPORA. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

254 250 Part 8: Upgrade Installations for Expedition Versions 10.0 See Select the database type (connecting to schedule database running on Oracle) on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 12 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running on Oracle) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured.

255 Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

256 252 Part 8: Upgrade Installations for Expedition Versions 10.0 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

257 Upgrade from Expedition 10.0 to Contract Manager for Sybase Web Server 253 See Select the database type (connecting to schedule database running on Microsoft SQL) on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 12 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running on Microsoft SQL) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button: Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured.

258 254 Part 8: Upgrade Installations for Expedition Versions On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button. 4 After you click the Finish button in step 3, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

259 255 Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server In this chapter Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server Use this chapter if you selected Contract Manager Upgrade Installation from the Welcome to Primavera Contract Manager dialog box. When you select this option, the InstallShield recognizes which type of installation you have to upgrade. This chapter describes how to install Contract Manager when upgrading from Expedition Professional Oracle Web Server version 10.0 to the current version of Contract Manager Oracle Web Server. This type of installation applies to Expedition Professional versions 10.0 and higher.

260 256 Part 8: Upgrade Installations for Expedition Versions 10.0 Prerequisites Before you do an upgrade installation from Expedition Professional 10.0 to the current version of Contract Manager, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See Upgrading Pre-10.0 Version Databases, Reports, and Forms to the 10.0 Version on page Stop the Expedition Professional service. 2 Upgrade the following databases: The admin database All Group databases 3 If you are running a version of Expedition that pre-dates Expedition Professional 10.0, you must first upgrade to Expedition Professional 10.0, and then upgrade the databases to the current version of Contract Manager before you can perform this type of installation. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See JBoss Prerequisites on page If you will use JBoss with Contract Manager, you must have that software already installed on your system.

261 Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server 257 Initial Setup Steps To upgrade from an existing version of Expedition to Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. Click Yes to upgrade the existing Web Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. During the upgrade installation, the Install Wizard will prompt you to choose Modify, Repair, or Remove the current installation. You must choose Remove to remove the existing installation. After the uninstall completes, the Install Wizard will install the new version of Contract Manager. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page The InstallShield wizard displays a message reminding you that you must upgrade your Oracle databases before proceeding with this type of installation. If you have not upgraded your databases, do so now. If your databases are already upgraded, click the Next button to continue the installation. 7 When prompted to Enter the Oracle database server information, do the following: SID Name This is the name of the Oracle database. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name, or the IP address. Port This is the number of the listener port for incoming connections to the database. 8 Enter the Expadmin Password. This is the password for the admin database.

262 258 Part 8: Upgrade Installations for Expedition Versions 10.0 See Installing and Not Connecting to the Project Management Schedule Database on page 259. See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 261. See Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page Enter the following: Group User Name The name used to access the group to which the database belongs. Group Password The password used to access the group to which the database belongs. 10 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using MS SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

263 Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server 259 Installing and Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 257. Use this section if you selected None (no scheduling tool used) in the Initial Setup Steps section of this chapter. 1 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 7 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 8 On the Maintenance Complete dialog box, click the Finish button. The installation will continue. 9 After you click the Finish button in step 8, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 10 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 11 When the message displays that the conversion is complete, click the Finished button.

264 260 Part 8: Upgrade Installations for Expedition Versions When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 13 On the InstallShieled Wizard Complete dialog box, click the Finish button.

265 Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server 261 Installing When Connecting to the Project Management Schedule Database Running on Oracle See Initial Setup Steps on page 257. Use this section if you selected Connect to Primavera schedule database using Oracle in the Initial Setup Steps section of this chapter. 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms.

266 262 Part 8: Upgrade Installations for Expedition Versions On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images. 7 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The installation will continue. 12 After you click the Finish button in step 11, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 13 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 14 When the message displays that the conversion is complete, click the Finished button. 15 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 16 On the InstallShieled Wizard Complete dialog box, click the Finish button.

267 Upgrade from Expedition 10.0 to Contract Manager for Oracle Web Server 263 Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 257. Use this section if you selected Connect to Primavera schedule database using MS SQL Server in the Initial Setup Steps section of this chapter. 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms.

268 264 Part 8: Upgrade Installations for Expedition Versions On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images. 7 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 On the Modify, repair, or remove the program dialog box, choose Remove all installed features, and click the Next button. 10 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 11 On the Maintenance Complete dialog box, click the Finish button. The installation will continue. 12 After you click the Finish button in step 11, the Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 13 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 14 When the message displays that the conversion is complete, click the Finished button. 15 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 16 On the InstallShieled Wizard Complete dialog box, click the Finish button.

269 Part 9 Upgrade from Contract Manager Version 11.0 or Later to the Current Version In this part Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server

270 This part describes how to install the software when Contract Manager 11.0 is already installed on your system, and you want to upgrade to Contract Manager Upgrade from Contract Manager 11.0 to the Current Version for Sybase Stand-Alone describes how to install the software to upgrade the stand-alone version to the current version of Contract Manager. Upgrade from Contract Manager 11.0 to the Current Version for Sybase Web Server describes how to install the software to upgrade to the current version of Contract Manager for Sybase Web Server. Upgrade from 11.0 to the Current Version for Microsoft SQL Server Web Server describes how to install the software to upgrade to the current version of Contract Manager for Microsoft SQL Web Server. Upgrade from 11.0 to the Current Version for Oracle Web Server describes how to install the software to upgrade to the current version of Contract Manager for Oracle Web Server.

271 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone 267 In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL Use this chapter to upgrade to the current version of Contract Manager from 11.0 or later. When you select this option, the InstallShield recognizes which type of installation you have to upgrade. This chapter describes how to install Contract Manager when upgrading from Contract Manager 11.0 (or later) for standalone Sybase Adaptive Server Anywhere to the current version of Contract Manager.

272 268 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Prerequisites Before you upgrade from Contract Manager 11.0 or later to the current version of Contract Manager, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page Stop the Contract Manager Service. 2 Upgrade the following databases if you are using Sybase databases: The admin database All Group databases The stand-alone upgrade installation will launch the database upgrade utility for version 8.x and higher. If you have not already upgraded your databases at that point, you can use the database upgrade utility to upgrade your databases. See JBoss Prerequisites on page If you will use JBoss with Contract Manager, you must have this software already installed on your system.

273 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone 269 Initial Setup Steps To upgrade from an existing stand-alone version of Contract Manager 11.0 to the current version of Contract Manager, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. See Installing and Not Connecting to the Project Management Schedule Database on page 270. See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 272. See Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL on page 275. Click Yes to upgrade the existing Stand-alone Web Server and Sybase ASA Database Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 6 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using Microsoft SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

274 270 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Installing and Not Connecting to the Project Management Schedule Database See Select the database type (no schedule database connection) on page On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (no schedule database connection) See Configure the Sybase Adaptive Server Anywhere database on page On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase, and then click the Next button.

275 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone 271 Configure the Sybase databases 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 through 3. If you have upgraded all the databases, click the Finish button. 4 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the message displays that the conversion is complete, click the Finished button.

276 272 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Installing When Connecting to the Project Management Schedule Database Running on Oracle 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. The default is EXPORA. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

277 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone 273 See Select the database type (connecting to schedule database running on Oracle) on page 273. See Configure the Sybase Adaptive Server Anywhere database on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running on Oracle) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase, and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button.

278 274 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version 4 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

279 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone 275 Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

280 276 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version See Select the database type (connecting to schedule database via Microsoft SQL Server) on page 276. See Configure the Sybase Adaptive Server Anywhere database on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database via Microsoft SQL Server) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button.

281 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Stand-Alone The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

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283 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Database Server 279 In this chapter Prerequisites Performing the Upgrade This chapter describes how to install Contract Manager when upgrading from Contract Manager 11.0 (or later) to the current version of Contract Manager when the database type is Sybase Adaptive Server Anywhere.

284 280 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Prerequisites Before you upgrade from Contract Manager 11.0 or later to the current version of Contract Manager, you must first stop the Contract Manager service. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. Upgrade the following databases if you are using Sybase databases: The admin database All Group databases

285 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Database Server Performing the Upgrade See Launch the InstallShield Wizard on page 89. Start with the following steps if you chose Contract Manger Upgrade Installation after selecting Install Contract Manager on the Welcome to Primavera Contract Manager dialog box. 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: Click Yes to upgrade the existing Sybase ASA Database Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose Destination Location dialog box, either accept the default, or browse to a new location and then click the Next button. 5 On the Start Copying Files dialog box, review the information and then click the Next button.the Adaptive Server Anywhere upgrade is installed. 6 On the Modify, repair, or remove the program dialog box, choose remove all installed features, and click the Next button. 7 Click the OK button to confirm that you want to delete the application and its features. This only removes the previous version of the program. It does not remove the databases. 8 On the Maintenance Complete dialog box, click the Finish button. The new version of Contract Manager will be installed and configured. 9 On the InstallShield Wizard Complete dialog box, click the Finish button.

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287 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server 283 In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL This chapter describes how to install Contract Manager when upgrading from an existing Web Server version of Expedition Professional to Contract Manager when the database type is Sybase Adaptive Server Anywhere.

288 284 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Prerequisites Before you upgrade from Contract Manager 11.0 or later to the current version of Contract Manager, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See JBoss Prerequisites on page Stop the Contract Manager service. 2 Upgrade the following databases if you are using Sybase databases: The admin database All Group databases 3 If you will use JBoss with Contract Manager, you must have this software already installed on your system.

289 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server 285 Initial Setup Steps To upgrade from Contract Manager 11.0 and later to the current version, do the following: See JBoss Prerequisites on page On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 Click the Yes button in response to the prompt: Click Yes to upgrade the existing Web Server to Contract Manager <version number>. 3 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 4 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 5 On the Select the Contract Manager database type dialog box, click the Next button. 6 The InstallShield Wizard displays the following message: Reminder: Your Contract manager databases must also be upgraded. Complete this install and then upgrade your Adaptive Server Anywhere databases on Computer - <EXPcomputername> by choosing Configure Contract Manager Databases from the main installer screen. Note: for Adaptive Server anywhere databases, you must perform the database upgrade directly on the database server machine. 7 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: See Installing and Not Connecting to the Project Management Schedule Database on page 287. See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 289. None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle.

290 286 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version See Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL on page 292. Connect to Primavera schedule database using Microsoft SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

291 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server 287 Installing and Not Connecting to the Project Management Schedule Database 1 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (no schedule database connection) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase databases 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the database Name.

292 288 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere database. Click the Next button. This starts the database upgrade. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 through 3. If you have upgraded all the databases, click the Finish button. 4 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the message displays that the conversion is complete, click the Finished button.

293 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server 289 Installing When Connecting to the Project Management Schedule Database Running on Oracle 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. The default is EXPORA. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

294 290 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version See Select the database type (connecting to schedule database running on Oracle) on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running on Oracle) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button. Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button.

295 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

296 292 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Installing When Connecting to the Project Management Schedule Database Running on Microsoft SQL 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms. 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images.

297 Upgrade from Contract Manager 11.0 or Later to the Current Version for Sybase Web Server 293 See Select the database type (connecting to schedule database running on Microsoft SQL) on page You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. 9 After a series of status screens displays, the InstallShield Wizard launches the Database Wizard. Select the database type (connecting to schedule database running on Microsoft SQL) 1 On the Database Upgrade dialog box, click the Next button. 2 On the Select Database Type dialog box, click Sybase and then click the Next button: Configure the Sybase Adaptive Server Anywhere database 1 On the Configure Sybase Server Database dialog box, do the following: Enter the Username. This is the user ID used to access the database. Enter the Password. This is the password used to access the database. Enter the Server Name. This is the server on which the database is located. Enter the Database Name. The system pre-fills the Database Folder field with the location of the Sybase Adaptive Server Anywhere software. Click the Next button. The Sybase database is configured. 2 On the Ready to Begin Upgrading Data dialog box, choose YES, I want to upgrade my database, and click the Next button. 3 On the Database Upgrade Completed dialog box, do one of the following: To upgrade another database, click the Next button, choose Sybase on the Select Database Type dialog box, and repeat steps 1 and 2. If you have upgraded all the databases, click the Finish button.

298 294 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version 4 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 5 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 6 When the conversion of the Reports and Forms completes, click the Finished button. 7 When the InstallShield Wizard Complete dialog box displays, click the Finish button.

299 Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server 295 In this chapter Prerequisites Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server This chapter describes how to install Contract Manager when upgrading from Contract Manager Microsoft SQL Server Web Server version 11.0 or later to the current version of Contract Manager Microsoft SQL Server Web Server.

300 296 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Prerequisites Before you upgrade from Contract Manager 11.0 or later to the current version, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See JBoss Prerequisites on page Stop the Contract Manager service. 2 Upgrade the following databases: The admin database All Group databases 3 If you will use JBoss with Contract Manager, you must have this software already installed on your system.

301 Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server Initial Setup Steps To upgrade to the current version of Contract Manager, do the following: 1 Put the CD #1 into the CD reader, and click setup.exe. A document called Considerations is displayed. Read the document, and then close it by clicking the X in the upper right-hand corner 2 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 3 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. Click Yes to upgrade the existing Web Server to the current version of Contract Manager. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 6 On the Select the Contract Manager database type dialog box, click the Next button. 7 The InstallShield wizard displays a message reminding you that you must upgrade your Microsoft SQL Server databases before proceeding with this type of installation. If you have not upgraded your databases, do so now. If your databases are already upgraded, click the Next button to continue the installation. 8 When prompted to Enter the Microsoft SQL Server information on the next dialog box, enter the following: Group database name This is the name of the initial database to connect to (for example, CMPROJ or CMDEMO). After installation you can configure additional project groups via the Server Configuration in the Primavera Contract Manager Administration application. Computer name This is the name of the host where the projects reside. This can be an alphanumeric name or an IP address. Port The port number on the host where the database resides.

302 298 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version 9 When prompted to Enter the Contract Manager database user information on the next dialog box, enter the following and click the or click the Browse button and select a new location button: See Installing and Not Connecting to the Project Management Schedule Database on page 299. See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 300. See Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 302. User name The user name used to access the database. Password The password used to access the database. 10 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using Microsoft SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

303 Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server Installing and Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 297. Use this section if you selected None (no scheduling tool used) in the Initial Setup Steps section of this chapter. 1 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 7 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 8 When the message displays that the conversion is complete, click the Finished button. 9 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 10 On the InstallShieled Wizard Complete dialog box, click the Finish button.

304 300 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Installing When Connecting to the Project Management Schedule Database Running on Oracle See Initial Setup Steps on page 297. Use this section if you selected Connect to Primavera schedule database using Oracle in the Initial Setup Steps section of this chapter. 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms.

305 Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images. 7 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 10 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 11 When the message displays that the conversion is complete, click the Finished button. 12 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 13 On the InstallShieled Wizard Complete dialog box, click the Finish button.

306 302 Part 9: Upgrade from Contract Manager Version 11.0 or Later to the Current Version Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 297. Use this section if you selected Connect to Primavera schedule database using Microsoft SQL Server in the Initial Setup Steps section of this chapter. 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms.

307 Upgrade from Version 11.0 or Later to the Current Version for Microsoft SQL Server Web Server 6 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images. 7 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 10 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 11 When the message displays that the conversion is complete, click the Finished button. 12 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 13 On the InstallShieled Wizard Complete dialog box, click the Finish button.

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309 Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server 305 In this chapter Initial Setup Steps Installing and Not Connecting to the Project Management Schedule Database Installing When Connecting to the Project Management Schedule Database Running on Oracle Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server This chapter describes how to install Contract Manager when upgrading from Contract Manager Oracle Web Server version 11.0 or later to the current version of Contract Manager Oracle Web Server.

310 306 Part 9: Upgrade from Contract Manager Version 11.0 to the Current Version Prerequisites Before you upgrade from Contract Manager 11.0 or later to the current version, you must do the following: See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. See JBoss Prerequisites on page Stop the Contract Manager service. 2 Upgrade the following databases: The admin database All Group databases 3 If you will use JBoss with Contract Manager, you must have this software already installed on your system.

311 Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server 307 Initial Setup Steps To upgrade from Contract Manager 11.0 or later to the current version, do the following: 1 On the Welcome to the InstallShield Wizard for Contract Manager dialog box, click the Next button. 2 The InstallShield Wizard displays the following message: See JBoss Prerequisites on page 84. See Upgrading 10.0 Databases to the Current Version of Contract Manager on page 41. Click Yes to upgrade the existing Web Server to the current version of Contract Manager. 3 Click the Yes button. 4 On the Choose JBoss \bin folder dialog box, click the Browse button, go to the <JBOSS INSTALL LOCATION>\bin folder, and click the Next button. 5 On the Choose JBoss Server folder dialog box, click the Browse button, navigate to the location where you created the cm domain, and click the Next button. 6 On the Select the Contract Manager database type dialog box, click the Next button. 7 The InstallShield wizard displays a message reminding you that you must upgrade your Oracle databases before proceeding with this type of installation. If you have not upgraded your databases, do so now. If your databases are already upgraded, click the Next button to continue the installation. 8 When prompted to Enter the Oracle database server information, do the following: SID Name This is the name of the Oracle database. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name, or the IP address. Port This is the number of the listener port for incoming connections to the database. 9 Enter the Expadmin Password. This is the password for the admin database. 10 Enter the following: Group User Name The name used to access the group to which the database belongs.

312 308 Part 9: Upgrade from Contract Manager Version 11.0 to the Current Version See Installing and Not Connecting to the Project Management Schedule Database on page 309. See Installing When Connecting to the Project Management Schedule Database Running on Oracle on page 310. See Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server on page 312. Group Password The password used to access the group to which the database belongs. 11 On the Primavera schedule database to be used dialog box, choose one of the following and click the Next button: None (no scheduling tool used). Use this option when you will not connect to the Project Management schedule database. Connect to Primavera schedule database using Oracle. Use this option when you will connect to the Project Management schedule database running Oracle. Connect to Primavera schedule database using Microsoft SQL Server. Use this option when you will connect to the Project Management schedule database running Microsoft SQL Server.

313 Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server 309 Installing and Not Connecting to the Project Management Schedule Database See Initial Setup Steps on page 307. Use this section if you selected None (no scheduling tool used) in the Initial Setup Steps section of this chapter. 1 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for the Contract Manager reports. 2 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for the Contract Manager forms. 3 On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for the Contract Manager reports and forms images. 4 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 5 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 6 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 7 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 8 When the message displays that the conversion is complete, click the Finished button. 9 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 10 On the InstallShieled Wizard Complete dialog box, click the Finish button.

314 310 Part 9: Upgrade from Contract Manager Version 11.0 to the Current Version Installing When Connecting to the Project Management Schedule Database Running on Oracle See Initial Setup Steps on page 307. Use this section if you selected Connect to Primavera schedule database using Oracle in the Initial Setup Steps section of this chapter. 1 When prompted to Enter the database server information enter the following: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms.

315 Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images. 7 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 10 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 11 When the message displays that the conversion is complete, click the Finished button. 12 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 13 On the InstallShieled Wizard Complete dialog box, click the Finish button.

316 312 Part 9: Upgrade from Contract Manager Version 11.0 to the Current Version Installing When Connecting to the Project Management Schedule Database Running Microsoft SQL Server See Initial Setup Steps on page 307. Use this section if you selected Connect to Primavera schedule database using Microsoft SQL Server in the Initial Setup Steps section of this chapter. 1 On the Primavera schedule database dialog box, enter the following database server information: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or the IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Manager database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the of the Project Management web server host. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Contract Manager Reports Folder dialog box, click the Next button to accept the default location for Contract Manager reports. 5 On the Contract Manager Forms Folder dialog box, click the Next button to accept the default location for Contract Manager forms.

317 Upgrade from Contract Manager 11.0 or Later to the Current Version for Oracle Web Server On the Contract Manager Reports and Forms Images Folder dialog box, click the Next button to accept the default location for Contract Manager reports and forms images. 7 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Then either click the Next button to accept the default, or enter the actual name of the server and click the Next button. 8 On the Start Copying Files dialog box, review the information, and then click the Next button. This starts the installation. 9 The Convert Reports & Forms dialog box displays a Warning message. Read the message, and then perform the necessary backups if you have not already done that. 10 If you have done all the backups, do the following: Choose the Reports Folder location, and the Forms Folder location. Click the Proceed button. 11 When the message displays that the conversion is complete, click the Finished button. 12 When prompted to choose whether to create the database connection information, click the Yes button. Note: The Contract Manager database server must be running to obtain the configuration information. 13 On the InstallShieled Wizard Complete dialog box, click the Finish button.

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319 Part 10 Upgrading Databases after Installing a Service Pack In this part Upgrade Microsoft SQL Databases After Installing a Service Pack Upgrade Upgrade Oracle Databases After Installing a Service Pack Upgrade Upgrade Sybase Adaptive Server Anywhere Databases After Installing a Service Pack Upgrade

320 This part describes how to upgrade Contract Manager databases after you install a service pack upgrade. Upgrade a Microsoft SQL Database After Installing a Service Pack describes how to update the Microsoft SQL databases after you install the Contract Manager service pack upgrade. Upgrade an Oracle Database After Installing a Service Pack describes how to update the Oracle databases after you install the Contract Manager service pack upgrade. Upgrade a Sybase Adaptive Server Anywhere Database After Installing a Service Pack describes how to update the Sybase Adaptive Server Anywhere databases after you install the Contract Manager service pack upgrade.

321 317 Upgrade Microsoft SQL Databases After Installing a Service Pack Upgrade In this chapter Prerequisites Upgrade the GROUP and ADMIN Databases Use this chapter to upgrade Microsoft SQL databases after you install a Contract Manager service pack upgrade. This section guides you through upgrading your GROUP and ADMIN databases. This type of installation applies to Contract Manager versions 11.0 and higher.

322 318 Part 9: Upgrade Databases after Installing a Service Pack Prerequisites Before proceeding with the database upgrade, do the following. 1 Stop the Contract Manager Web/Application server. 2 Back up all databases. 3 Install the service pack.

323 Upgrade Microsoft SQL Databases After Installing a Service Pack Upgrade 319 Upgrade the GROUP and ADMIN Databases To upgrade an existing Microsoft SQL database, do the following: 1 On the upgrade release CD, go to the Database directory and double click CA.exe. 2 On the Database Wizard Welcome dialog box, click Upgrade an existing Contract Manager database. 3 Read the information on the Database Upgrade dialog box, and click the Next button. 4 On the Select Database Type dialog box, select Microsoft SQL Server, and click the next button. 5 On the Logon as the Schema Owner dialog box, enter the Username, Password, Instance Name, and Database name for the database you want to upgrade, and then click the Next button. 6 On the ready to Begin Upgrading Data dialog box, click the YES I want to upgrade my database button to start the upgrade. 7 When the upgrade finishes, either click the Next button to upgrade another database (repeat steps 4 through 6), or click the Finish button when finished upgrading both databases.

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325 321 Upgrade Oracle Databases After Installing a Service Pack Upgrade In this chapter Prerequisites Upgrade the GROUP and ADMIN Databases Use this chapter to upgrade Oracle databases after you install a Contract Manager service pack upgrade. This section guides you through upgrading your GROUP and ADMIN databases. This type of installation applies to Contract Manager versions 11.0 and higher.

326 322 Part 9: Upgrade Databases after Installing a Service Pack Prerequisites Before proceeding with the database upgrade, do the following. 1 Stop the Contract Manager Web/Application server. 2 Back up all databases. 3 Install the service pack.

327 Upgrade Oracle Databases After Installing a Service Pack Upgrade 323 Upgrade the GROUP and ADMIN Databases To upgrade an existing Oracle database, do the following: 1 On the upgrade release CD, go to the Database directory and double click CA.exe. 2 On the Database Wizard Welcome dialog box, click Upgrade an existing Contract Manager database. 3 Read the information on the Database Upgrade dialog box, and click the Next button. 4 On the Select Database Type dialog box, select Oracle, and click the Next button. 5 On the Logon as the Schema Owner dialog box, enter the Username, Password, and the Oracle connect string for the database you want to upgrade, and then click the Next button. 6 On the ready to Begin Upgrading Data dialog box, click the YES I want to upgrade my database button to start the upgrade. 7 When the upgrade finishes, either click the Next button to upgrade another database (repeat steps 4 through 6), or click the Finish button when finished upgrading both databases.

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329 Upgrade Sybase Adaptive Server Anywhere Databases After Installing a Service Pack Upgrade 325 In this chapter Prerequisites Upgrade the GROUP and ADMIN Databases Use this chapter to upgrade Sybase Adaptive Server Anywhere databases after you install a Contract Manager service pack upgrade. This section guides you through upgrading your GROUP and ADMIN databases. This type of installation applies to Contract Manager versions 11.0 and higher.

330 326 Part 9: Upgrade Databases after Installing a Service Pack Prerequisites Before proceeding with the database upgrade, do the following. 1 Stop the Contract Manager Web/Application server. 2 Back up all databases. 3 Install the service pack.

331 Upgrade Sybase Adaptive Server Anywhere Databases After Installing a Service Pack Upgrade Upgrade the GROUP and ADMIN Databases To upgrade an existing Oracle database, do the following: 1 On the upgrade release CD, go to the Database directory and double click CA.exe. 2 On the Database Wizard Welcome dialog box, click Upgrade an existing Contract Manager database. 3 Read the information on the Database Upgrade dialog box, and click the Next button. 4 On the Select Database Type dialog box, select Sybase, and click the Next button. 5 On the configure sybase Server Database dialog box, enter the Username, Password, and Database Name. Navigate to, and select, the Database Folder for the database you want to upgrade, and then click the Next button. At this time, it is not necessary to enter a server name in the Server Name field. 6 On the ready to Begin Upgrading Data dialog box, click the YES I want to upgrade my database button to start the upgrade. 7 When the upgrade finishes, either click the Next button to upgrade another database (repeat steps 4 through 6), or click the Finish button when finished upgrading both databases.

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333 Part 11 Running the Contract Manager Server Config Utility and Performing Setup Tasks In this part Running the Server Config Utility Setting Up Contract Manager

334 This part describes how to set up Contract Manager. Running the Server Config Utility describes how to run the utility for Microsoft SQL Server, Oracle, or Sybase Adaptive Server Anywhere servers. You must run the Server Config utility any time you make a change to the server configuration after the server is installed. Setting Up Contract Manager describes how to add users, set up attachments, reports, and forms, display international characters, run contract Manager as a user account, add new databases to the Web Server, and reconfigure the Web Server.

335 331 Running the Server Config Utility In this chapter: Initial Setup Steps Running Server Config for a Microsoft SQL Server Running Server Config for Oracle Running Server Config for Sybase Adaptive Server Anywhere This chapter describes how to run the Server Config utility for Microsoft SQL Server, Oracle, or Sybase Adaptive Server Anywhere servers. You must run this utility any time you make a change to the server configuration after the server is installed. This reconfigures the database server connection.

336 332 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Initial Setup Steps To start the Server Config utility, do the following: See Running Server Config for a Microsoft SQL Server on page 333. See Running Server Config for Oracle on page 337. Running Server Config for Sybase Adaptive Server Anywhere on page Click Start on the desktop, choose Primavera, Contract Manager Utilities, and then choose Server Config. 2 On the Welcome to the Contract Manager Server Configuration utility dialog box, click the Next button. 3 You will be prompted to Enter your SMTP Server. Read the instructions on the screen. Enter the actual name of the server, and click the Next button. 4 On the Enter the Port Number to use for Contract Manager dialog box, do one of the following: Accept the current Port Number and click the Next button. Enter a new Port Number and click the Next button. 5 On the Contract Manager Web Server Memory Allocation dialog box, do one of the following: Click the Next button to accept the Minimum and Maximum Memory Heap Sizes. Enter new Minimum and Maximum Memory Heap Sizes, and then click the Next button. 6 On the Contract Manager Database to be used dialog box, choose one of the following and click the Next button: Microsoft SQL Server Oracle Sybase Adaptive Server Anywhere

337 Running the Server Config Utility 333 Running Server Config for a Microsoft SQL Server See Initial Setup Steps on page 332. This section describes how to run Server Config to reconfigure the database connection for a Microsoft SQL server. Use this section if you chose Microsoft SQL Server in step 7 of the Initial Setup Steps section of this chapter. 1 On the Enter the Microsoft SQL Server information dialog box, enter the following and then click the Next button: Group database name This is the name of the initial group database (for example, CMPROJ or CMDEMO). Computer name This is the name of the host where the projects reside. This can be an alphanumeric name or an IP address. Port The port number on the host where the database resides. 2 When prompted to Enter the Contract Manager database user information on the next dialog box, enter the following and click the Next button: See Not connecting to the Project Management schedule database on page 334. See Connecting to the Project Management Schedule Tool running Microsoft SQL Server on page 334. See Connecting to the Project Management Schedule Tool running Oracle on page 335. User name The user name used to access the database. The default is exp. Password The password used to access the database. The default is sql. 3 On the Project Management Database to be used dialog box, click one of the following to determine whether the database connects to the Project Management schedule database and click the Next button: None (no scheduling tool used) Project Management using Oracle Project Management using Microsoft SQL Server

338 334 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Not connecting to the Project Management schedule database If you selected None (no scheduling tool used) on the Project Management Database to be used dialog box, the Start installing the revised Server Configurations dialog box displays. See When you click the Next button on the Start installing the revised Server Configurations dialog box, the Contract Manager Server Configuration Complete dialog box displays. On this dialog box, do the following: on page Read the information, and then click the Next button to display the Contract Manager Server Configuration Complete dialog box. 2 Follow the steps in the Finishing the Server Configuration section to complete the server configuration. Connecting to the Project Management Schedule Tool running Microsoft SQL Server If you chose Project Management using Microsoft SQL Server on the Project Management Database to be used dialog box, do the following: 1 When prompted to Enter the Microsoft SQL Server information, enter the following, and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the database. For example: venice:8080.

339 Running the Server Config Utility 335 See When you click the Next button on the Start installing the revised Server Configurations dialog box, the Contract Manager Server Configuration Complete dialog box displays. On this dialog box, do the following: on page 336. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Start installing the revised Server Configurations dialog box, review the information, and then click the Next button if the information is correct. Otherwise, click the Back button to return to a previous screen to adjust the information. 5 Follow the steps in the Finishing the Server Configuration section. Connecting to the Project Management Schedule Tool running Oracle If you chose Project Management using Oracle on the Project Management Database to be used dialog box, do the following: 1 When prompted to Enter the database server information enter the following and click the Next button: Server name This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the database. For example: venice:8080.

340 336 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks See When you click the Next button on the Start installing the revised Server Configurations dialog box, the Contract Manager Server Configuration Complete dialog box displays. On this dialog box, do the following: on page 336. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Start installing the revised Server Configurations dialog box, review the information, and then click the Next button if the information is correct. Otherwise, click the Back button to return to a previous screen to adjust the information. 5 Follow the steps in the Finishing the Server Configuration section to complete the server configuration. Finishing the server configuration When you click the Next button on the Start installing the revised Server Configurations dialog box, the Contract Manager Server Configuration Complete dialog box displays. On this dialog box, do the following: 1 Read the information, and then click the Next button to display the Contract Manager Server Configuration Complete dialog box. 2 To update the database connection now, mark the Yes, update the Database Connection now check box. To update the database connection at another time, clear the Yes, update the Database Connection now check box. You do not have to update the database connection immediately. You can do it at a later time, when users are not on the system, by clicking Start on the desktop, and then choosing All Programs, Primavera, Contract Manager Utilities, Set Database Connection. This updates the database connection. 3 To restart the Contract Manager Web Service now, mark the Yes, restart the Contract Manager Web Service now checkbox. If you do not want to restart the Contract Manager Web Service now, clear the Yes, restart the Contract Manager Web Service now checkbox. You do not have to restart the Contract Manager Web Service immediately. You can do it at a later time, but no changes take effect until the server is restarted. 4 After you set the options on the dialog box, click the Finish button.

341 Running the Server Config Utility 337 Running Server Config for Oracle See Initial Setup Steps on page 332. This section describes how to run Server Config to reconfigure the database connection for Oracle. Use this section if you chose Oracle in step 7 of the Initial Setup Steps section of this chapter. 1 When prompted to Enter the database server information enter the following and click the Next button: Server name (SID) This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 When prompted to Enter the Expadmin user information on the next dialog box, enter the Expadmin Password and click the Next button:. See Not connecting to the Project Management schedule database on page 338. Connecting to the Project Management schedule database running Microsoft SQL Server on page 338. See Connecting to the Project Management schedule database running Oracle on page When prompted to Enter the project Group user information on the next screen, enter the following: Group User Name This is the user ID for accessing the group where the project resides. Group Password This is the password for accessing the group where the project resides. 4 On the Project Management Database to be used dialog box, click one of the following to determine whether the database connects to the Project Management schedule database and click the Next button: None (no scheduling tool used) Project Management using Oracle Project Management using Microsoft SQL Server

342 338 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Not connecting to the Project Management schedule database If you selected None (no scheduling tool used) on the Project Management Database to be used dialog box, the Start installing the revised Server Configurations dialog box displays. See Finishing the server configuration on page Read the information, and then click the Next button. 2 Follow the steps in the Finishing the Server Configuration section to complete the server configuration. Connecting to the Project Management schedule database running Microsoft SQL Server If you chose Project Management using Microsoft SQL Server on the Project Management Database to be used dialog box, do the following: See Finishing the server configuration. 1 The next dialog box prompts you to enter the User name and Database Password. These are for the Oracle database on the Project Management host to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 2 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the database. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 3 On the Start installing the revised Server Configurations dialog box, review the information, and then click the Next button if the information is correct. Otherwise, click the Back button to return to a previous screen to adjust the information. 4 Follow the steps in the Finishing the Server Configuration section to complete the server configuration.

343 Running the Server Config Utility 339 Connecting to the Project Management schedule database running Oracle If you chose Project Management using Oracle on the Project Management Database to be used dialog box, do the following: See Finishing the server configuration. 1 When prompted to Enter the database server information enter the following and click the Next button: Server name This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the database. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button. 4 On the Start installing the revised Server Configurations dialog box, review the information, and then click the Next button if the information is correct. Otherwise, click the Back button to return to a previous screen to adjust the information. 5 Follow the steps in the Finishing the Server Configuration section to complete the server configuration.

344 340 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Finishing the server configuration When you click the Next button on the Start installing the revised Server Configurations dialog box, the Contract Manager Server Configuration Complete dialog box displays. On this dialog box, do the following: 1 Read the information, and then click the Next button to display the Contract Manager Server Configuration Complete dialog box. 2 To update the database connection now, mark the Yes, update the Database Connection now check box. To update the database connection at another time, clear the Yes, update the Database Connection now check box. You do not have to update the database connection immediately. You can do it at a later time, when users are not on the system, by clicking Start on the desktop, and then choosing All Programs, Primavera, Contract Manager Utilities, Set Database Connection. This updates the database connection. 3 To restart the Contract Manager Web Service now, mark the Yes, restart the Contract Manager Web Service now checkbox. If you do not want to restart the Contract Manager Web Service now, clear the Yes, restart the Contract Manager Web Service now checkbox. You do not have to restart the Contract Manager Web Service immediately. You can do it at a later time, but no changes take effect until the server is restarted. 4 After you set the options on the dialog box, click the Finish button.

345 Running the Server Config Utility 341 Running Server Config for Sybase Adaptive Server Anywhere See Initial Setup Steps on page 332. This section describes how to run Server Config to reconfigure the database connection for a Sybase Adaptive Server Anywhere server. Use this section if you chose Sybase Adaptive Server Anywhere in step 7 of the Initial Setup Steps section of this chapter. 1 When prompted to Enter the Adaptive Server Anywhere database server information, enter the following and click the Next button: Group database name This is the name of the database to which you want to connect. Computer name This is the name of the host where the projects reside. This can be the alphanumeric name or the IP address. Port The port number on the host where the database resides. This is profiled with the default value. 2 When prompted to Enter the Contract Manager database user information on the next dialog box, enter the following and click the Next button: See Not connecting to the Project Management schedule database on page 342. See Connecting to the Project Management schedule database running Microsoft SQL Server on page 342. See Connecting to the Project Management schedule database via Oracle on page 343. User name The user name used to access the database. The default is exp. Password The password used to access the database. The default is sql. 3 On the Project Management Database to be used dialog box, click one of the following to determine whether the database connects to the Project Management schedule database and click the Next button: None (no scheduling tool used) Project Management using Microsoft SQL Server Project Management using Oracle

346 342 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Not connecting to the Project Management schedule database If you selected None (no scheduling tool used) on the Project Management Database to be used dialog box, the Start installing the revised Server Configurations dialog box displays. See Finishing the server configuration on page Read the information, and then click the Next button. 2 Follow the steps in the Finishing the Server Configuration section to complete the server configuration. Connecting to the Project Management schedule database running Microsoft SQL Server If you chose Project Management using Microsoft SQL Server on the Project Management Database to be used dialog box, do the following: 1 When prompted to Enter the Microsoft SQL Server information, enter the following, and click the Next button: Database Name This is the name of the Project Management database to which you are connecting. Computer Name This is the name of the host on which the Project Management database resides. This can be either the alphanumeric name or an IP address. Port This is the number of the port on the Project Management database host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the database. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button.

347 Running the Server Config Utility 343 See Finishing the server configuration on page On the Start installing the revised Server Configurations dialog box, review the information, and then click the Next button if the information is correct. Otherwise, click the Back button to return to a previous screen to adjust the information. 5 Follow the steps in the Finishing the Server Configuration section to complete the server configuration. Connecting to the Project Management schedule database via Oracle If you chose Project Management using Oracle on the Project Management Database to be used dialog box, do the following: 1 When prompted to Enter the database server information enter the following and click the Next button: Server name This is the name of the Oracle database on the Project Management system to which you are connecting. Computer Name This is the name of the host on which the database resides. This can be the alphanumeric name or the IP address. Port This the number of the port on the Project Management host to which you are connecting. 2 The next dialog box prompts you to enter the User name and Database Password. These are for the Project Management database to which you are connecting. The User Name displayed is privuser. Enter the Password, and click the Next button. 3 The next dialog box prompts you to enter the URL for the Primavera schedule database web server. If you are not using P6 Web Access, you can click the Next button to accept the default and continue. Otherwise, do the following: In place of the <P6 Web Access server address> part of the URL, enter the name of the database. For example: venice:8080. Be sure to remove the angle brackets, and leave the rest of the path intact. Enter the URL, and then click the Next button.

348 344 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks See Finishing the server configuration on page On the Start installing the revised Server Configurations dialog box, review the information, and then click the Next button if the information is correct. Otherwise, click the Back button to return to a previous screen to adjust the information. 5 Follow the steps in the Finishing the Server Configuration section to complete the server configuration.

349 Running the Server Config Utility 345 Finishing the server configuration When you click the Next button on the Start installing the revised Server Configurations dialog box, the Contract Manager Server Configuration Complete dialog box displays. On this dialog box, do the following: 1 Read the information, and then click the Next button to display the Contract Manager Server Configuration Complete dialog box. 2 To update the database connection now, mark the Yes, update the Database Connection now check box. To update the database connection at another time, clear the Yes, update the Database Connection now check box. You do not have to update the database connection immediately. You can do it at a later time, when users are not on the system, by clicking Start on the desktop, and then choosing All Programs, Primavera, Contract Manager Utilities, Set Database Connection. This updates the database connection. 3 To restart the Contract Manager Web Service now, mark the Yes, restart the Contract Manager Web Service now checkbox. If you do not want to restart the Contract Manager Web Service now, clear the Yes, restart the Contract Manager Web Service now checkbox. You do not have to restart the Contract Manager Web Service immediately. You can do it at a later time, but no changes take effect until the server is restarted. 4 After you set the options on the dialog box, click the Finish button.

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351 347 Setting Up Contract Manager In this chapter This chapter describes how start setting up Contract Manager. Adding Serial Numbers Users need an Contract Manager user account in order to access the database. You should review your existing Contract Manager user accounts to ensure they are properly configured, and add new users as necessary. Setting Up Attachments Setting Up Reports and Forms Displaying Report Titles Containing International Characters Running Contract Manager as a User Account Adding New Groups and Passwords Adding New Databases to Contract Manager Reconfiguring the Contract Manager Web Server

352 348 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Adding Serial Numbers Use the Contract Manager Administration Application to register Contract Manager serial numbers and add a user name and password for each Contract Manager user. You can run this application from any workstation, as long as the application is connected to the Contract Manager Database Server. Start the Contract Manager Administration Application 1 From the Windows desktop open Internet Explorer. 2 Enter the Web address for the Contract Manager Administration Application as follows: where: webservername is the computer name of your Contract Manager Web server. When running Contract Manager for the first time, you must have administrator rights to the machine in order to install the JRE. 3 Type your admin user ID and password in the Administration login dialog box (the default ID and password are both EXPADMIN), and click the Log In button.

353 Setting Up Contract Manager 349 Register serial numbers 1 Insert the serial number disk in the disk drive, and click Serial Numbers. 2 Click Add. This command automatically copies the serial numbers from the disk to Contract Manager s Administration database. The number of users who can run Contract Manager concurrently is the same as the number of serial numbers purchased. For example, a threeuser network version provides three users with simultaneous access to Contract Manager. Each time a user starts the program, Contract Manager reserves one serial number. Contract Manager locks serial numbers on a first-come, first-served basis. Once all the serial numbers are reserved, additional users are denied access until another user exits Contract Manager.

354 350 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Adding Contract Manager Users Users need an Contract Manager user account in order to access the database. You should review your existing Contract Manager user accounts to ensure they are properly configured, and add new users as necessary. Start the Contract Manager Administration Application 1 From the Windows desktop open Internet Explorer. 2 Enter the Web address for the Contract Manager Administration Application as follows: where: webservername is the computer name of your Contract Manager Web server. When running Contract Manager for the first time, you must have administrator rights to the machine in order to install the JRE. 3 Type your admin user ID and password in the Administration login dialog box (the default ID and password are both EXPADMIN), and click the Log In button. Adding groups, users, and passwords 1 Click User Accounts. 2 In the User Accounts window, click Create New User to open the Create New User dialog box. 3 Type an ID for the user, and choose whether to create a completely new user or to base the user on an existing one (which requires less data entry).

355 Setting Up Contract Manager Click the OK button to open the User Account window. 5 Scroll down to enter the rest of the information. See the Online Help for more information about each field.

356 352 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Setting Up Attachments The drive on which you will be storing attachments (uploading to) must be available from the Contract Manager Web Server. The following instructions explain how to configure the Contract Manager Web Server for attachments. Start the Contract Manager Administration Application Run the Contract Manager Administration Application on the same machine that the Web Server is installed on to ensure that you have the correct network drive mappings. 1 From the Windows desktop open Internet Explorer. 2 Enter the Web address for the Contract Manager Administration Application as follows: where: webservername is the computer name of your Contract Manager Web server. 3 Click Server Configuration. 4 In the Server Configuration window, scroll to the Attachment Directory Setup section and click the Add button to open the Attachment Directory Setup dialog box.

357 Setting Up Contract Manager Enter a Name for the attachment location your Web users will access. For example, if this is for the DEMO project, enter the name "DEMO project." 6 Under Locations, click the Add button to open the Add Location dialog box to configure the path for attachments.

358 354 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks 7 Enter a Location for the directory (for example, Text Files or Drawing Files). This appears in the Location drop-down in the Attachments section of various windows for users who are not connected to the network. 8 Click the Browse button to select the full Path to the folder for the drawing files. If the attachment files are located on the same machine as the Contract Manager Web Server, the path must be a physical path, such as C:\Primavera\ContractManager\attach. Click My Computer from the Browse dialog box to select the path. If the attachment files are located on a network drive, the path must be a UNC path, such as \\mycomputer\attachments. Click My Network Neighborhood from the Browse dialog box to select the path. Web users will upload files to that location. If the attachment files are on a network drive, you must run the Contract Manager Web service as a user account. Refer to Running Contract Manager as a User Account on page Click the Save & Close button when finished, or click the Save & Add Another button to add more attachment locations. 10 In the Attachment Directory Setup dialog box, click the Add button (under Projects) to open the Select Projects dialog box and choose the projects that will use the defined locations to upload to when adding attachments for users who are not connected to the network. 11 Click the Save button when finished.

359 Setting Up Contract Manager 355 Setting Up Reports and Forms When you install Contract Manager, setup stores Contract Manager reports and forms by default in folders called Reports and Forms on the Web Server in \Primavera\ContractManager To use reports and forms, the drive on which they are stored must be available from the Contract Manager Web Server. The following instructions explain how to configure the Contract Manager Web Server to use reports and forms. Start the Contract Manager Administration Application Run the Contract Manager Administration Application on the same machine that the Web Server is installed on to ensure that you have the correct network drive mappings. 1 From the Windows desktop open Internet Explorer. 2 Enter the Web address for the Contract Manager Administration Application as follows: where: webservername is the computer name of your Contract Manager Web server. 3 Click Server Configuration to open the Server Configuration window. 4 In the Report and Form Locations section, click the Add button to open the Report and Form Location dialog box.

360 356 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks 5 In the Location field, enter a name for the location (such as Bala Cynwyd). 6 Click Browse to enter the report and form paths in their respective fields. If the reports and forms are located on the same machine as the Contract Manager Web Server, the path must be a physical path, such as C:\Primavera\ContractManager\reports. Click My Computer from the Browse dialog box to select the path. If the attachment files are located on a network drive, the path must be a UNC path, such as \\mycomputer\reports. Click My Network Neighborhood from the Browse dialog box to select the path. If the reports and forms are on a network drive, you must run the Contract Manager Web service as a user account. Refer to Running Contract Manager as a User Account on page Click the Import Reports and Forms button to import the reports and forms. This could take several minutes to complete.

361 Setting Up Contract Manager Under Projects, click the Add button to open the Select Projects dialog box to assign the report and form locations to particular projects, or click Add All Projects to assign the report and form locations to all projects. 9 Click the Save & Close button when finished. If your report and form titles contain international characters, you will need to update the Web Server properties to display the titles properly in the Advanced Print dialog box. See Displaying Report Titles Containing International Characters on page 358.

362 358 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Displaying Report Titles Containing International Characters To display international report/form titles in the Advanced Print dialog box, perform the following steps: 1 Stop the Contract Manager service. 2 Add one of the following lines to the exponline.properties file: If the workstation used to create the InfoMaker reports is running Simplified Chinese, add: ReportEncoding=GB2312 If the workstation used to create the InfoMaker reports is running Traditional Chinese, add: ReportEncoding=BIG5 If the workstation used to create the InfoMaker report is running Russian, add: ReportEncoding=WINDOWS Start the Contract Manager service. 4 Import Reports and Forms.

363 Setting Up Contract Manager 359 Running Contract Manager as a User Account If your reports, forms, attachments, and/or Brava! markups directories are on a network drive (a drive that is accessible from but not on the same machine as the one on which Contract Manager is installed), you must run the Contract Manager service as a domain user account instead of as a local system account. You must always use UNC type paths (using the form of \\computer\reports) for the location of the reports, forms, attachments, and/or the Brava! markups directory when configuring Contract Manager. Set up Contract Manager as a user account using the Services dialog box From the machine running the Contract Manager Web Server, do the following: 1 Click Start, and navigate to Settings, Control Panel. 2 From the Control Panel, navigate to Administrative Tools, Services, Contract Manager. 3 On the Contract Manager Properties dialog box, click the Log On tab. 4 Click the This account. 5 Enter the user s login, password, and then enter the password again to confirm it. 6 Click the OK button.

364 360 Part 10: Running Contract Manager Server Config Utility and Performing Setup Tasks Choose This Account, and enter the user s login name and password. Start and configure the Contract Manager Administration Application Run the Contract Manager Administration Application on the same machine that the Web Server is installed on to ensure that you have the correct network drive mappings. Setting Up Attachments on page 352 and Setting Up Reports and Forms on page From the Windows desktop, open Internet Explorer and enter the Web address for the Contract Manager Administration Application. 2 Type your administrator user ID and password in the Administration Login dialog box; the default ID and password are both EXPADMIN. Click Log In. 3 Click Server Configuration. In the Server Configuration window, scroll down to the Attachment Directory Setup section or the Report and Form Locations section and follow the instructions in the previous two sections, Setting Up Attachments, and Setting Up Reports and Forms. Enter the locations in the appropriate fields. You must enter the UNC path for the location, not the mapped network drive path.