PRPC Personal Edition Installation Guide 6.3 SP1

PRPC Personal Edition Installation Guide 6.3 SP1

Copyright 2012 Pegasystems Inc., Cambridge, MA All rights reserved. This document describes products and services of Pegasystems Inc. It may contain trade secrets and proprietary information. The document and product are protected by copyright and distributed under licenses restricting their use, copying distribution, or transmittal in any form without prior written authorization of Pegasystems Inc. This document is current as of the date of publication only. Changes in the document may be made from time to time at the discretion of Pegasystems. This document remains the property of Pegasystems and must be returned to it upon request. This document does not imply any commitment to offer or deliver the products or services described. This document may include references to Pegasystems product features that have not been licensed by your company. If you have questions about whether a particular capability is included in your installation, please consult your Pegasystems service consultant. For Pegasystems trademarks and registered trademarks, all rights reserved. Other brand or product names are trademarks of their respective holders. Although Pegasystems Inc. strives for accuracy in its publications, any publication may contain inaccuracies or typographical errors. This document or Help System could contain technical inaccuracies or typographical errors. Changes are periodically added to the information herein. Pegasystems Inc. may make improvements and/or changes in the information described herein at any time. This document is the property of: Pegasystems Inc. One Rogers Street Cambridge, MA 02142-1590 Phone: (617) 374-9600 Fax: (617) 374-9620 www.pega.com Document: Personal Edition Installation Guide Software Version: 6.3 SP1 Updated: November 12, 2012

Contents Contents... 3 Introduction... 1 What Gets Installed?... 1 Prerequisites... 2 Installing Personal Edition... 3 Using Shortcuts to Start, Log in and Shutdown Personal Edition... 11 Starting Personal Edition... 11 Logging into Personal Edition... 11 Shutting Down Personal Edition... 12 Uninstalling Personal Edition... 13 Save your work (recommended)... 13 Backup your database (optional)... 13 Close the Tomcat and logging windows... 13 Remove the Personal Edition... 13

Introduction PRPC Personal Edition 6.3 SP1 provides a learning environment for a single developer. This version of PRPC is fully functional, but performance is limited by the speed and memory of your workstation. Rules and applications you develop with the Personal Edition can be saved and moved to a full PRPC system on 6.3 SP1 or later. What Gets Installed? Personal Edition installation includes: Java Developer Kit (JDK) 1.6.0_27 (64-bit) Java Developer Kit (JDK) 1.6.0_25 (32-bit) PostgreSQL 9.1.6 Apache Tomcat 7.0.28 PRPC 6.3 SP1 Personal Edition 1

Prerequisites Confirm that your workstation meets the following prerequisites. Intel-based personal computer or laptop with at least 2GB+ of free RAM running a 32-bit or 64-bit version of Microsoft Windows 7 8 GB of free disk space Microsoft Internet Explorer 7 or higher 2

Installing Personal Edition 1. From your installation kit, download the appropriate Personal Edition ZIP file for your version of Microsoft Windows and Vista. PRPC_PE_win32.zip for 32-bit PRPC_PE_win64.zip for 64-bit 2. Extract the contents to a directory on your workstation. The directory name cannot contain spaces. 3. Double-click install.bat. 4. On the Personal Edition Installation dialog window, click Next. 5. On the Overview and Prerequisites window, review the information carefully to ensure that your Personal Edition installs successfully. Click Next. 3

6. On the License Agreement window, review the software license for Personal Edition and its embedded third-party products. Click Accept. 4

7. The Components to be Installed window displays. All of the install components are pre-selected. Optionally, if you do not want to automatically start PRPC when the installation completes, clear the Launch PRPC checkbox. Click Next. 8. On the Directories Selection window, you can browse for and select the location of the directory where you want to install the Personal Edition. Otherwise, it creates a PRPCPersonalEdition directory in your local directory. Click Next. Note: The directory you select must have at least 5 GB of free disk space. 5

9. The Port Configuration window displays the default port assignments that the Personal Edition uses for the Database and Tomcat. 6

Click Check Port Availability to verify that the default ports are available. If there are conflicts, enter a different port number and run the check again. 10. Click START to begin Installing PRPC Personal Edition. This process should take 5-10 minutes. A tree of install steps displays. The nodes on the tree track the progress of the installation. 7

To monitor the progress of the installation, click Show Logs to display the installation logging and/or error messages during the process. Click Show Logs again to close the log display. 11. When the installation is complete, this confirmation window displays. Click OK. Click Exit to close the installation window. 12. If you accepted the default post install process to Launch PRPC, the PRPC login screen displays when the installation is complete and the application is launched. If you did not select the defaults, see the Using Shortcuts to Start, Log in and Shutdown Personal Edition section of this document for instructions about launching the application. 8

13. Log in to the application as Administator@pega.com with a password of install to verify you can access PRPC. The Designer Studio displays. Note: Depending on your security level, one or more Internet Explorer Security Windows may display to prompt you to install one or more ActiveX controls required by the application, click Install. Repeat for each security window. 9

Now that you have installed your Personal Edition, use The PRPC Personal Edition Fast Start Guide included in your installation kit to guide you through a tutorial that demonstrates basic PRPC functions and features and provides hands-on instructions for modifying and testing a sample application named ASupply. The ASupply application allows employees of ACORP.com to submit purchase order requests using their Web browser and automates the process of entering, routing, and approving purchase orders. 10

Using Shortcuts to Start, Log in and Shutdown Personal Edition As you work with your Personal Edition, you can stop and start PRPC and the application as you work through your tutorial. This allows you to free up the disk space used by PRPC and the application when you are not using Personal Edition. To do this, use the three PRPC shortcuts that were added to your desktop during the installation. PRPC 63SP1 Startup starts the PRPC application PRPC 63SP1 Login opens the PRPC login screen PRPC 63SP1 Shutdown shuts down the PRPC application Starting Personal Edition Use this shortcut to start the Personal Edition when it has been shut down or when the Tomcat window is closed. 1. Click the PRPC 63SP1 Startup shortcut to start PRPC. 2. The startup process is logged in a CMD window. When the server has started and displays the message INFO: Server startup in <nnnnnn> ms in the CMD window you can launch the login shortcut and log in. 3. You can minimize the Tomcat window but it must remain open while you work in Personal Edition. Logging into Personal Edition Use this shortcut to launch the PRPC signon screen after the server has started. 1. Click the PRPC 63SP1 Login shortcut to display the signon screen. 11

2. Depending on where you are in the Personal Edition tutorial, log on with the User ID and password provided by the script. 3. Click LOG IN. Shutting Down Personal Edition Use this shortcut to shut down the Personal Edition server after you log out of Personal Edition. This also closes the Tomcat window. 1. Click the PRPC 63SP1 Shutdown shortcut to start the shutdown process. 12

Uninstalling Personal Edition When you are finished with Personal Edition, you can easily remove it from your laptop. Before you remove it, you can package and save your work into a separate file to import it into another application. Save your work (recommended) You can save the work you have done in Personal Edition. Use the Application Packaging Wizard to export your developed PRPC application, including work objects and data. Save the export ZIP file to a safe location. From the Designer Studio, select the Application > Distribution > Package landing page to start the wizard. For details about how to use the wizard, see the PDN article Migrating Applications with the Application Packaging Wizard. Backup your database (optional) Close the Tomcat and logging windows Remove the Personal Edition 1. Delete the PRPC Personal Edition program directory that was created during the installation. 2. Delete the three Personal Edition shortcuts on your desktop. 13