33CLR2402SG1 PDF

CAPPM14.
3:Installationwith
Oracle200
StudentGuide
33CLR24029
33CLR2402SG1
PROPRIETARYANDCONFIDENTIALINFORMATION
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CAPP
PM14.3:InsstallationwitthOracle2000

TableofConten
nts
I. Intro
oduction
Welccome..........................................................................................................................I2
LearningPath...................................................................................................................I3
JoinMyCAandTTakeAdvantageofCACo ommunities......................................................I4
SociaalMediawitthCATechno ologiesEduccation...............................................................I5
TechhnicalPublicationsatCA ATechnologies.....................................................................I6
Abou utThisCourse............................................................................................................I7
CourrseAgenda.................................................................................................................I8
CourrseObjective es............................................................................................................I10 0

1. SetU UptheEnvirronment
Mod duleObjectivves...........................................................................................................12 2
CommponentsforrCAPPMDe eployment............................................................................14 4
CreaationofUserrAccounts...............................................................................................18 8
BestPractices...................................................................................................................11 13
JavaSDKfortheWindowsO OperatingSysstem................................................................11 15
EnvironmentVariablesforD DifferentOpe eratingSysteems..............................................11 17
Mod duleSummarry............................................................................................................12 27

2. Insta allApacheTTomcat
InstaallApacheTo omcat......................................................................................................24 4

3. Insta allCAPPM
CAPPPMRequire ements.....................................................................................................34 4

4. ConffigureOracle eDatabaseforCAPPM
OraccleTerminology:ListenerandTNS............................................................................44 4
DataabaseCreatio on...........................................................................................................47 7

TOC1

2016CA
A.Allrightsreseerved.

CAPP

5. Insta allJaspersofftReportServer
JaspersoftOvervview.........................................................................................................54 4
ConffigurationOvverview...................................................................................................57 7

6. ConffigureCAPP PMUsingCSA
CSAOverview...................................................................................................................64 4
InstaallationValid
dation:CSA..............................................................................................63 38

7. Perfo ormPostInstallationTaasks
InstaallationValid
dation:Application.................................................................................74 4
Clien
ntApplicatio onsOverview w...........................................................................................7110
AnOOverviewonTroubleshooting....................................................................................71 12
InstaallationRepoortOverview w...........................................................................................7116

8. Perfo ormBackup psandSystemRecoveryy
BackkUptheApp plication...................................................................................................84 4
BackkUptheDatabase......................................................................................................87 7
RestoringtheCA APPMAppliccation..................................................................................81 10

9. Man nageJobs
JobsOverview..................................................................................................................94 4
JobSScheduling.................................................................................................................91 11
JobMMonitoring.................................................................................................................91 15
JobCCreation.....................................................................................................................91
19

10. Mon nitorBackgro oundServicesonthePrrocessEngin ne
ProccessEngineO Overview.................................................................................................10 4
PipelinesOverview...........................................................................................................10 11
ViewwingEventM MessagesforrProcesses...........................................................................10 19

TOC2

2016CA

CAPP

11. Build
dPasswordExpressionss
ModduleObjectivves...........................................................................................................11 2
Secu
ureAuthorizaationwithRobustPassw words................................................................11 4
PasswordExpresssions......................................................................................................11 9
ModduleSummarry............................................................................................................11 21

ministerCAP
12. Adm PPMServices
ModduleObjectivves...........................................................................................................12 2
Com
mmandlineU UtilitiesOverrview....................................................................................12 4
ModduleSummarry............................................................................................................12 10
CourrseSummaryy..............................................................................................................12 11

TOC3

2016CA

CAPP

TOC4

2016CA
Introduction I-1
Introduction
CA PPM 14.3: Installation with Oracle 200
2016 CA. All rights reserved.

CA CONFIDENTIAL AND PROPRIETARY INFORMATION. UNAUTHORIZED COPYING OR DISTRIBUTION PROHIBITED.
Introduction I-2
Welcome
Welcome to CA PPM 14.3: Installation with

Oracle 200 training by CA Technologies.
This course was designed for

implementation consultants, IT
architects, application administrators,
system administrators, and database
administrators.
In your job, you are responsible for

deploying enterprise-wide project and
portfolio management solutions.
2016 CA. ALL RIGHTS RESERVED.

Module I: Introduction 2 of 12

Introduction I-3
Learning Path
http://ca.com/worldwide
1. Select your country
2. Select Support , then Learning Paths

Introduction I-4
Join MyCA and Take Advantage of CA Communities

Connect, Learn, and Share
Share ideas, tips, information, and insights with business peers and experts.
Join Today! https://communities.ca.com
Register and create your MyCA personalized profile.
Join a product community of interest, such as the Ideation community.
Use MyCA to connect to a professional network, share information,
and find answers quickly.
Interact virtually through webcasts, message boards, blogs, and chat sessions.
Create cases and download documentation including Green Books
Global and Green Papers.
24 X 7 Provide input into product direction.
Gain access to global webcasts with CA Technologies speakers and access to
members presentations.
Gain access to face-to-face regional meetings for peer networking.
Gain access to message boards, blogs, and chats (localized where
Regional appropriate).
Share knowledge and experiences with both CA Technologies speakers
and user case studies.


Introduction I-5
Social Media with CA Technologies Education
Join the CA Technologies Join the CA Technologies

Education group on LinkedIn: Education Twitter feed:
Discussions with CA Education http://twitter.com/#!/CA_Educati
instructors on
Information about new courses
Education at CA World
http://www.linkedin.com/groups/
CA-Technologies-Education-
3717475?trk=myg_ugrp_ovr
GET LinkedIn with CA Technologies Education


Introduction I-6
Technical Publications at CA Technologies
All technical publications that accompany the products you use in this
course are available from the CA Technologies Download Center at:
http://ca.com/support
Feedback or questions about any of the CA Technologies products

documentation can be submitted to:
https://wiki.ca.com/ppmop - for On Premise customers
https://wiki.ca.com/ppmod - for SaaS / On Demand customers


Introduction I-7
About This Course
Prerequisite Skills
CA PPM 14.3: Installation Planning 200


Introduction I-8
Course Agenda
Module 1: Set Up the Environment
Module 2: Install Apache Tomcat
Module 3: Install CA PPM
Module 4: Configure Oracle Database for CA PPM
Module 5: Install Jaspersoft Report Server
Module 6: Configure CA PPM Using CSA
Module 7: Perform Post-Installation Tasks
Module 8: Perform Backups and System Recovery


Introduction I-9
Course Agenda Continued
Module 9: Manage Jobs
Module 10: Monitor Background Services on the Process Engine
Module 11: Build Password Expressions
Module 12: Administer CA PPM Services


Introduction I - 10
Course Objectives
After this course, you will be able to:
Create an effective base environment for CA PPM
Build an effective and robust hosting environment for CA PPM & Data
Warehouse by installing Apache Tomcat
Align projects and programs with strategies, goals, and objectives by

installing CA PPM
Properly configure Oracle to store and manage CA PPM application data

in the transactional and warehouse databases
Enable users to run a wide range of useful reports by installing and

configuring Jaspersoft


Introduction I - 11
Course Objectives Continued
After this course, you will be able to:
Customize CA PPM to meet specific IT requirements
Extend the functionality of the product by integrating client applications
Help ensure continuous availability by backing up the application and the

database
Manage and run jobs to increase efficiency by automating job execution
Monitor background services on the process engine to increase process
engine efficiency and view event messages
Create effective expressions for custom password rules to prevent
unauthorized access to the CA PPM application


Introduction I - 12


Set Up the Environment 1-1
Set Up the Environment
Before you install CA PPM, you must create a base environment that enables CA PPM to
run efficiently. This involves setting up administrator logins, the standard edition Java
development kit (JDK), and environment variables.
The CA Support website provides you relevant notes and updates on CA PPM prior to
installation.

Module Objectives
After completing this module, you will be able to:

Identify the components of the CA PPM deployment
Describe how to set up user accounts
Install JDK
Set up environment variables
Why you need to know:

Recognizing the required components will help you
successfully deploy and run CA PPM.
Setting up user accounts creates a dedicated login for
the administration of the CA PPM environment.
Installing JDK enables you to install CA PPM.
Setting up environment variables provides a runtime
environment to run Java code for CA PPM.

Module 1: Set Up the Environment 2 of 28

Whiteboard
In this module, you will see how to set up the environment for the CA PPM
installation.
Set Up the Install Apache Install CA

Environment Tomcat PPM


Components for CA PPM Deployment
Recognizing the required components will help you

successfully deploy and run CA PPM.
To deploy CA PPM properly, it is important to have all the installation

information available for review. For setting up the environment, you must
first identify the required components for CA PPM deployment, such as:
Application server
Database server
Reporting server
Databases
Recognizing the required components
will help you successfully deploy and
run CA PPM.
Application Reporting
Server Server

To set up the environment for CA PPM, you must understand the functions of the
different components and how they interact in a CA PPM installation. In addition, you
should be able to create a dedicated login for the administration of the CA PPM
environment. You should also be able to provide a runtime environment to run Java code
for CA PPM.

Components for CA PPM Deployment Continued
You must install the following components to run CA PPM 14.3:

Component Details
Application Server Webserver / Java
Apache Tomcat (Tomcat 8.0.20 or higher patch level, 64 bit)
Oracle Java JDK1.8 update 40 (64-bit) or higher patch level
OR
IBM WebSphere Application Server (Version 8.5.5) AIX ONLY
IBM Java 7 (64-bit): 7.0.0.100 (SR5) or higher patch level AIX ONLY
Database Oracle Standard and Enterprise Edition

Version 11.2.0.4.x or higher patch level
Version 12.1.0.2.x or higher patch level
OR
Microsoft SQL Server
SQL Server 2012 Enterprise Edition, any service pack
SQL Server 2014 Enterprise Edition, any service pack
Reporting server Jaspersoft Server 6.1.0.4
Oracle Java JDK1.7 Update 55

Without supported application servers, databases, and reporting servers, CA PPM cannot
run.
Note: You cannot run CA PPM on MySQL.
IBM WebSphere Application Server 8.5.5 will only be supported on AIX in the next major
release.
The reporting server for new customers and new installations is Jaspersoft.
See the Compatibilities section under Release Information / Release Notes in the CA
PPM -14.3 Documentation in the DocOps section of the CA Support website for
identifying specific versions of supported servers and applications.

Components for CA PPM Deployment Continued
The following interact during CA PPM/Warehouse/Jaspersoft deployment:
CSA service
CSA Beacon service
Background service
CA Application service
Jaspersoft service
XOG (Optional)
Open Workbench and/or Microsoft Project Interface (Optional)

Note: XOG is used to export or import from the CA PPM database.
Open Workbench and Microsoft Project Interface are not required unless you want to
interface with those project management tools.

CA PPM Deployment Diagram
This diagram shows CA PPM deployed on Oracle and Tomcat. Note that for most installations there will be two
databases transactional and reporting /warehouse
Chrome
Jaspersoft for
CA PPM 14.3
JDK 1.8
JDK 1.8 JDK 1.8

Notice how communication is accomplished through various network protocol and IP

ports. All CA components need to exchange status data through a multicast network
group. Sometimes, you need to take some specific actions to enable the multicast
network exchange. This is especially the case when using a Cisco switch or router or using
a virtual switch in a VM environment.
The diagram shows HTTP traffic. However, in most cases, the following traffic is
permitted:
HTTPS
Mixed mode login HTTPS, then HTTP for browsing

Creation of User Accounts
Setting up user accounts creates a dedicated login for

the administration of the CA PPM environment.
Depending on the operating system, you create user accounts for:

Windows
UNIX


User Accounts for the Windows Operating System
No special Windows account is needed to run CA PPM on a Windows

operating system.
You can create a dedicated account if needed.

The account can be a local or domain account.
The account used must have local administrator privileges.

Later in this module, you will set up environment variables within Windows for CA PPM
installation. The variables must be associated with a dedicated user or across the entire
system for CA PPM to run properly.

Set Up the Environment 1 - 10
User Accounts for the UNIX Operating System
CA PPM requires a dedicated user account for the UNIX operating system.
This account:
Grants all rights to a home directory
Grants all rights to an application directory that will be used for the
Apache Tomcat application server
Adheres strictly to file permissions
Does not permit processes to run on any port between 1 and 1024 unless
it is started as a root process

For files installed into the UNIX user account, it is recommended that you use 755
permissions (r, w, x for owner, r, x for group and other).
If using IBM WebSphere, file permission problems are common when CA PPM is
deployed.
UNIX does not permit processes to run on any port between 1 and 1024 unless it is
started as a root process. In many cases, sudo or a reverse proxy solution is used to
deploy the CA PPM (on port 80) in the best secured solution possible.

Review Question 1
Which permission type is granted with 755 file permission (where r: read, w:
write, and x: execute)?
A r, x for owner only
B r, w, x for owner only
C r, w, x for owner, group, and other users
D r, w, x for owner and r, x for group and other users


Review Question 1
Which permission type is granted with 755 file permission (where r: read, w:
write, and x: execute)?
A r, x for owner only
B r, w, x for owner only
C r, w, x for owner, group, and other users
D r, w, x for owner and r, x for group and other users

The correct answer is D.
In UNIX, users are organized as groups. A user may belong to one or more groups of
users. Also, every file in UNIX has an owner user and an owner group. Every file on the
system has associated with it a set of permissions. Permissions tell UNIX what can be
done with that file and by whom. There are three things you can (or cannot) do with a
given file:
Read
Write
Execute
The 755 file permission applies to:

Owner (r, w, x)
Group and other users (r, x)
See page 1-10.

Best Practices
Always create a directory to make upgrading easier because

all software is contained in the same space.
We recommend C:\CAPPM as the base/home directory.
Therefore, with C:\CAPPM as the base directory, Java is
installed in: C:\CAPPM\Java.
The installation location of the CA PPM base files is generally
referred to as CAPPM_HOME.
Do not install Java into the Program Files directory, which is

a default.

The best practices outlined are not a finite list but a compilation of those items that our
Education and Services teams have found to be most effective when using the
functionality. They may not be applicable in 100% of the situations.

Best Practices Continued
Do not use a space in the directory structure as this causes

problems with the Windows PATH environment variables.
We recommend you install in \CAPPM\Java, or \CA\Java.
When installing CA PPM with Windows, turn off antivirus

software.


Java SDK for the Windows Operating System
Installing Java SDK enables you to install CA PPM.
To carry out a successful deployment of

CA PPM, you must install Java 2 Standard
Edition (J2SE) SDK.
All the CA PPM software DVDs are shipped
with Java Development Kit (JDK) and
Tomcat versions that have been tested in
the specific release.
Run JDK-8u40-windows-x64.exe.

For the location, use a simple path off the root directory or one level deep.
Avoid directory names with spaces. For example, in a Windows environment, install the
JDK in a folder such as C:\CAPPM\JAVA\JDK1.8.0_40 and not under a folder with long
file names such as C:\Program Files\Java\JDK, which often causes issues when the
JAVA_HOME or the PATH environment variables are not set properly.
Notes: The latest version of the J2SE SDK will be installed.
You can turn off Java updates; CA PPM does not require these updates and it is best not
to upgrade if the current version is working properly.
Important: The Java SDK download is required. The JRE download will not suffice for the
CA PPM installation.
For UNIX or Linux, installer names will be different.

For CA PPM 14.3, you need a JDK 1.8.0_40 or higher patch level, 64 bit.

Lab Exercise
In the following lab exercise, you will:
Install J2SE SDK on Windows

See lab 1-1 Install J2SE SDK on Windows.
Note: The steps for this exercise and other lab exercises in this course can be
found in the lab guide.


Environment Variables for Different Operating Systems
Setting up environment variables provides a runtime

environment to run Java code for CA PPM.
You must set up environment variables for the base environment of the
CA PPM installation.
This helps to run Java code for CA PPM.
Important: Do not install Java into the Program Files folder.

Java, like Jaspersoft, needs to be installed into a folder that does not have
spaces in any of the folder names.

When upgrading the JDK on all platforms, the new version of the JDK should be installed
next to, or in place of, the old JDK. The JAVA_HOME and PATH environment variables
must be updated to point to the new JDK version.

Environment Variables for the Windows OS
JAVA_HOME = Java JDK directory

C:\CAPPM\java\jdk1.8.0_40
CAPPM_HOME = CA PPM home directory
C:\CAPPM
PATH
Must add \bin directories for Java and CA PPM to the start of PATH
%JAVA_HOME%\bin;%CAPPM_HOME%\bin;

Environment variables can be added for each user or at the system level. If you add
environment variables for each user, only the specified users can log in.

Environment Variables for the UNIX OS

Java_Home and NLS_LANG
Export JAVA_HOME to the dedicated CA PPM users profile
JAVA_HOME = JDK Home Directory
Export JAVA_HOME
SET National Language
NLS_LANG = AMERICAN_AMERICA.AL32UTF8
Export NLS_LANG

When setting up the environment in UNIX, remember to use the dedicated user profile
for CA PPM, not the root.
Important: All exports must set up environment variables on the user account that will
be running CA PPM.


Oracle and Home Directories
SET Oracle Home Directory
ORACLE_HOME = Oracle Home Directory
Export ORACLE_HOME
SET CA PPM Home Directory
CAPPM_HOME = CA PPM Home Directory
Export CAPPM_HOME



Update Path and Update Library Path
UPDATE Path
PATH=JAVA_HOME/bin:$CAPPM_HOME/bin:$ORACLE_HOME/bin:$PATH
export PATH
UPDATE Library Path
LD_LIBRARY_PATH=$LD_LIBRARY_PATH: $ORACLE_HOME/bin
export LD_LIBRARY_PATH


Lab Exercise

See lab 1-2 Set Up Environment Variables.


Review Question 2
Which CA PPM component is used to export or import from the CA PPM

database?
A XOG
B Beacon
C Background server
D CA PPM application
E Open Workbench and Microsoft Project Interface


Review Question 2
Which CA PPM component is used to export or import from the CA PPM

database?
A XOG
B Beacon
C Background server
D CA PPM application
E Open Workbench and Microsoft Project Interface

The correct answer is A, XOG. See page 1-6.

Review Question 3
When installing CA PPM with Windows, which step is a must?
A Antivirus should be turned on.
B You must create directory names with spaces.
C You must set Java_HOME in the system path.
D You must create a dedicated account to run CA PPM with Windows.


Review Question 3
When installing CA PPM with Windows, which step is a must?
A Antivirus should be turned on.
B You must create directory names with spaces.
C You must set JAVA_HOME in the system path.
D You must create a dedicated account to run CA PPM with Windows.

The correct answer is C. You must set JAVA_HOME in the system path. See page 1-17.

Module Summary
You should now be able to:

Identify the components for CA PPM deployment
Describe how to set up user accounts
Install Java SDK
In the next module, you will:

Install Apache Tomcat




Install Apache Tomcat 2-1

Module Objectives


Installing Apache Tomcat creates a Java-based web
server to host your CA PPM application.

Module 2: Install Apache Tomcat 2 of 8

Whiteboard
To properly install CA PPM, you must complete the following steps. In this
module, you will see how to install Apache Tomcat.


Always check the CA Support website for relevant notes or updates on the product
before installation and as a post-installation troubleshooting step.

Installing Apache Tomcat creates a Java-based web

server to host your CA PPM application.
Apache Tomcat is a widely used

Java-based application server,
which implements Java Servlet and
JavaServer Pages (JSP)
technologies.
By installing Apache Tomcat, you

will create the web server that will
host your CA PPM application.

The installation process consists of:

1. Planning out the directory path for the installation
2. Considering an appropriate file naming convention
3. Installing the server

Installing Apache Tomcat
Consider the following before beginning the installation process:
Decide where to install Apache Tomcat. Your options include:

Off the root directory
In a subdirectory
In the C:\CAPPM directory (recommended)
Plan the file naming convention:

Avoid long directory names and spaces in the name.

Avoid using long file names. If you must use long file names, they must be placed within
quotes.

Installing Apache Tomcat Continued
The installation process begins by extracting the Java SDK in the Command
Prompt window:
Extract the following ZIP or JAR file to the directory you chose:
jar xvf <path>\apache-tomcat-8.0.20-windows-x64
Make sure the apache-tomcat-8.0.20 directory installs in the directory

that you chose to run the JAR command from.
Alternatively simply drag the archive shown to the desired location

For example C:\CAPPM\apache-tomcat-8.0.20

You can also use WinZip to extract the zip file in Windows.
A JAR file enables Java run times to efficiently deploy a set of classes and their associated
resources.
If the Java SDK is not installed properly and the path has not been updated to include the
<java_home>\bin directory, the JAR executable will not be found when run in the
Command Prompt window.

Lab Exercise
Install Apache Tomcat to host your CA PPM application

See lab 2-1 Install Apache Tomcat.


Module Summary
This module showed you how to:


Install CA PPM


Install CA PPM 3-1
Install CA PPM
Installing CA PPM properly enables you to use this product to effectively meet your
organizational project and portfolio management goals.

Install CA PPM 3-2
Module Objectives

Install CA PPM

Installing CA PPM in your IT environment enables
you to align projects and programs with strategies,
goals, and objectives.

Module 3: Install CA PPM 2 of 10

Install CA PPM 3-3
Whiteboard
In this module, you will see how to do the actual installation of CA PPM.



Install CA PPM 3-4
CA PPM Requirements
Installing CA PPM in your IT environment enables you

to align projects and programs with strategies, goals,
and objectives.
A complete installation of CA PPM also includes the installation of

services:
J2EE application server to service client requests
Oracle databases for CA PPM and the Warehouse
A report server to execute and view reports
A background server for business process
execution and scheduled tasks

In this task, you will begin the process of installing CA PPM.

Install CA PPM 3-5
Prerequisites
Before you install CA PPM, make sure that:

Java has been installed and is working
The database server is up, running, and available

An application server has been installed and is working
The JAVA_HOME and CAPPM_HOME environment variables are set

The computer you are installing onto has enough disk space
The computer is running a compatible operating system

Some basic software and hardware items need to be available and accessible before you
can install CA PPM.
See the Compatibilities section in the product bookshelf for supported products and
versions.
Common issues and tips:

Tomcat: In Windows, sometimes the IIS conflicts with the CA PPM default port. You
can remove it or change the port to something other than 80.
Oracle: It installs a version of Java that is not supported by CA PPM . Check your path
environment variable and remove the Oracle Java reference from the path or make
sure that the %Java _HOME%\bin; reference is the first element in the PATH variable.
Verify the database settings, especially for national language support (NLS) and date
format.
See the CA PPM Installation Guide 14 for individual sections on installation and
configuration prerequisites.

Install CA PPM 3-6
Lab Exercise
Install CA PPM
See lab 3-1 Install CA PPM.


Install CA PPM 3-7
Review Question
Which prerequisite must be met before you can install CA PPM?
A The database must be ready for installation.
B CSA_HOME environment variables must be set.
C JAVA_HOME environment variables must be set.
D The application server must be ready for installation.


Install CA PPM 3-8
Review Question
Which prerequisite must be met before you can install CA PPM?
A The database must be ready for installation.
B CSA_HOME environment variables must be set.
C JAVA_HOME environment variables must be set.
D The application server must be ready for installation.

The correct answer is C. JAVA_HOME environment variables must be set. See page 3-5.

Install CA PPM 3-9
Module Summary

Install CA PPM

Configure Oracle Database for CA PPM


Install CA PPM 3 - 10


Configure Oracle Database for CA PPM 4-1
Configure Oracle Database for CA

PPM

Module Objectives

Describe the Oracle Database installation
Create and configure the CA PPM (transactional)
database and load the schema
Create the CA PPM Data Warehouse (reporting)
database and load the schema

Installing an Oracle Database enables you to establish
a database infrastructure for your CA PPM and Data
Warehouse environments.
Creating the databases enables you to prepare the
Oracle database server to store and manage CA PPM
transactional and reporting data.

Module 4: Configure Oracle Database for CA PPM 2 of 12

Whiteboard
module, you will see how to configure the Oracle Databases.
Install & Configure

Install
Configure System with
Jaspersoft
Oracle CA PPM &
Report Server
Databases CSA
Perform
Perform Post-
Backups and
Installation
System
Tasks
Recovery


Oracle Terminology: Listener and TNS
Installing an Oracle Database enables you to establish

a database infrastructure for your CA PPM and Data
Warehouse environments.
Two terms are fundamental to database connectivity:

The listener is a separate process that runs on the database server computer.
It listens for users who want to connect to the database.
The TNS stores the database connectivity details:
The port, host, and service name are included.
TNS records the details in the tnsnames.ora file.
Oracle Net Manager creates the TNS.1144

Listener and TNS are terms that refer to how users connect to the Oracle Database.
Without a listener, users cannot connect to the database. Its default listening port is
1521.
The Oracle Database requires, at a minimum, one listener per server.
The internal IT group will often use a port other than 1521 for security purposes.
If you search for tnsnames.ora on your server, you will find a text file containing the
details of the connection settings as configured through Oracle Net Manager.

Installation Overview
At the outset of the installation process, consider these fundamental issues:
Disk space
Memory
Software
IP address considerations

All the Oracle Database installation procedures must be completed before you can begin
the actual CA PPM software installation. Before you start the installation, make sure:
You can connect to the database and that the user name and password are correct
The Oracle setup.exe file is located in the installation directory; do not use the
setup.exe file in the disk1 directory
Note: The Oracle Database and its administrative components needs to be installed, not
the Oracle Client.
The installation steps enable you to create a database placeholder for CA PPM. You are
not installing any CA PPM code or data at this time.
You can find more information about these issues in the Oracle Database Management
and Administration documentation at www.oracle.com.

Installation Steps
The following steps are executed for the installation of the Oracle database
for CA PPM, and again for the Data Warehouse
Configure the listener.
Configure the TNS entry.
Create and configure the database.
Import the schema.
In this course the databases reside in the same Oracle instance, but this
would not normally be the case in a live environment.

Important note: Oracle Database installation is not a responsibility of the CA PPM

consultant. The database should be properly installed and maintained by the client only.
The instructional steps in this section are for information purposes only. See the Oracle
documentation on how to install Oracle Database.
For CA PPM 14.3, if the installer or DBA wants to establish a username that differs from
the default, which is niku, or wants to use different tablespaces, a CA PPM user will also
need to be created and assigned appropriate rights after you create the database.

Database Creation
Creating the databases enables you to prepare the

Oracle database server to store and manage CA PPM
transactional and reporting data.
After creating each database, update these settings:

Character set = AL32UTF8 nls_comp = BINARY
National character set = UTF8 cursor_sharing = FORCE
or AL16UTF16 compatible = 11.2.0
nls_date_format =
YYYY-MM-DD HH24:MI:SS
nls_sort = BINARY

It is important to remember the distinction between setting up the shell and actually
installing the database using CSA.
See the CA PPM Installation Guide for further information.

Oracle Net Service Name
The local naming enables you to resolve a simple name or a net service name
from the information required to connect to a database or service.
Configure the listener

and TNS entries.
Set up a listener for

each Oracle Database
Server.
Create a TNS entry

for each database.

You might need to start the listener manually if it does not start automatically. To do this,
run lsnrctl start from the command window.

Lab Exercises
In the following lab exercises, you will:
Create and Configure Oracle Databases (Lab 4-1)
Load the Oracle CA PPM Database (Lab 4-2)
Configure the Oracle Data Warehouse Database (Lab 4-3)
Import the Oracle Data Warehouse Database (Lab 4-4)

Note: This is a long series of lab exercises.


Configure Oracle Database for CA PPM 4 - 10
Review Question
When you create the CA PPM database manually, which national

character set should you specify?
A UTF8
B UTF16
C Unicode
D AL32UTF8


Review Question
When you create the CA PPM database manually, which national

character set should you specify?
A UTF8
B UTF16
C Unicode
D AL32UTF8

The correct answer is A, UTF8.

Module Summary
You should now be able to:

Describe the Oracle Database installation
Create and configure the CA PPM (transactional) database and load the
schema
Create the CA PPM Data Warehouse (reporting) database and load the schema

Install Jaspersoft Report Server


Install Jaspersoft Report Server 5-1
Install Jaspersoft Report Server
Multiple single-tenant CA PPM instances point to a single clustered reporting server.
CA PPM instances push content and users into Jaspersoft.
Jaspersoft has its own repository database.
Jaspersoft can report against transactional or warehouse data..
In this module, you will install and configure Jaspersoft report server and learn how to
configure CA PPM for Jaspersoft to meet the reporting needs of your CA PPM services
and applications.

Module Objectives

Install Jaspersoft
Configure Jaspersoft for CA PPM

Installing Jaspersoft enables you to implement
reporting in CA PPM.
Configuring Jaspersoft for CA PPM creates the
organization that CA PPM uses to access Jaspersoft

Module 5: Install Jaspersoft Report Server 2 of 14

Whiteboard
module, you will see how to install and configure the Jaspersoft reporting
server.
Install & Configure

Install
Jaspersoft
Oracle CA PPM and
Report Server
Databases CSA
Perform
Perform Post-
Backups and
Installation
System
Tasks
Recovery


Jaspersoft Overview
Installing Jaspersoft enables you to implement

reporting in CA PPM.
Jaspersoft enables you to generate web-based reports for project costs,

project efforts, and financial information to support invoicing and billing.
Jaspersoft is the only supported reporting solution for new installations of

CA PPM.

CA PPM instances push content and users into Jaspersoft.

Jaspersoft has its own repository database.
Jaspersoft can report against transactional or warehouse data.

Jaspersoft Features
Some of the features of Jaspersoft reporting include:
The Data Warehouse data model is optimized for fast execution of reports
Out-of-the box CA PPM jobs automate data loads to the data warehouse
CA PPM allows stock and custom attributes to be populated automatically

to the data warehouse and Jaspersoft domains
Fully conforms to the CA PPM security model security tables are brought
to the data warehouse and are used in the reporting layer by Jaspersoft


Lab Exercise
Install Tomcat for Jaspersoft

See lab 5-1 Install Tomcat for Jaspersoft.


Configuration Overview
Configuring Jaspersoft for CA PPM creates the

organization that CA PPM uses to log in to Jaspersoft.
The configuration process includes the following steps:

1. Log in to Jaspersoft.
2. Navigate to Organization Management.
3. Create a new organization.
4. Save.

Now that you have installed Jaspersoft, you need to configure it to function properly,
verify that the installation worked, and change some values so it integrates properly
when you configure CA PPM.

Verify the Jaspersoft Installation
Start the Jaspersoft reporting server if it has not started.
Open http://<server_name>:<portnumber>/<jasperwebcontext>/.
The default <portnumber> is 8080 & <japserwebcontext> is reportservice.
Check if you are able to open the login page of Jaspersoft.
Log in to the Jaspersoft reporting server using the following credentials.

Username: superuser
Password: superuser
Check install.log for any errors. This file is located in the folder where the
contents of the Jaspersoft installation file were unzipped.
Stop the Jaspersoft reporting server.


Lab Exercises
Create the Jaspersoft Tablespace and User in the Data Warehouse

database
See lab 5-2 Create the Jaspersoft Tablespace and User.
Install Jaspersoft on Windows

See lab 5-3 Install Jaspersoft on Windows.

See lab 5-4 Configure Jaspersoft.


Install Jaspersoft Report Server 5 - 10
Review Question 1
Why is an Organization defined in Jaspersoft?
A To provide a header for each report
B To allow CA PPM to log in to Jaspersoft
C The user must enter this whenever a report is created
D To verify Jaspersoft is licensed for CA PPM


Review Question 1
Why is an Organization defined in Jaspersoft?
A To provide a header for each report
B To allow CA PPM to log in to Jaspersoft
C The user must enter this whenever a report is created
D To verify Jaspersoft is licensed for CA PPM

The correct answer is B. To allow CA PPM to log in to Jaspersoft.

Review Question 2
What must you set up before you can install Jaspersoft for CA PPM?
A Reporting database
B Java
C CA PPM
D Apache Tomcat


Review Question 2
What must you set up before you can install Jaspersoft for CA PPM?
A Reporting Database
B Java
C CA PPM
D Apache Tomcat

The correct answer is A, B, and D Reporting Database, Java, and Apache Tomcat.

Module Summary

Install Jaspersoft

Configure CA PPM using CSA


Configure CA PPM Using CSA 6-1
Configure CA PPM Using CSA
You need to perform post-installation tasks to help ensure smooth running of the CA
PPM system after installation.

Module Objectives

Configure the complete environment using CSA and
CA PPM itself
Validate the installation

Configuring with CSA (CA PPM System Administration)
and CA PPM itself enables you to personalize CA PPM
for specific IT requirements such as application,
database, security, and web settings.
Validating the installation confirms every
component of CA PPM is working as expected.

Module 6: Configure CA PPM Using CSA 2 of 50

Whiteboard
After installing CA PPM and Jaspersoft, several configuration tasks must

be completed using the CSA and CA PPM itself. In this module, you will
see how to configure the complete environment using CSA and CA PPM.
Install & Configure

Install
Jaspersoft
Oracle CA PPM and
Report Server
Databases CSA
Perform
Perform Post-
Backups and
Installation
System
Tasks
Recovery


CSA Overview
Configuring with CSA enables you to personalize CA

PPM to meet your specific IT requirements such as
application, database, security, and web settings.
CSA is a powerful tool that enables you to:

Configure your CA PPM environment
Configure a CA PPM cluster
Configure system-wide settings such as LDAP, reporting server, and SSL
Modify message error handling of the CA PPM services
Change which messages are logged to the log files
The options are Fatal, Error, Info, Debug, and All.

CSA is used to install and configure components, such as:

CA PPM database objects
Mail Server Settings
Reports Server Settings
Logging Settings
When CA PPM is installed and configured using CSA, you can further personalize the
components within your IT environment:
Applications
Databases
Security
Web preferences
For more information about CSA settings, see the Installation Guide.

CSA Overview Continued
As an administrator, you use CSA to configure the server properties during

the installation and to configure third-party application properties and
system paths.
The CSA is also used to setup access to the databases, Jaspersoft and run
diagnostics:
CSA is the administration console for the CA PPM application.
A single CSA instance can serve multiple servers in a CA PPM cluster.
CSA is used to run CA PPM diagnostics and analyze log files.
CSA distributes configuration and upgrade changes to servers in a cluster.
CSA configures the CA PPM server during installation.

When installing CA PPM on multiple servers (clustering of application servers), CSA must
be installed on at least one server, making that server the master server. CSA then
manages all servers in the cluster from the master server. From that master server, you
can use CSA to distribute updated UI themes and other files to the remote servers.
When upgrading the servers in a cluster, there is typically no need to run the upgrade on
all servers. However, when CA PPM changes the Beacon code, the upgrade must be run
on all servers because CSA is not able to distribute the changes.
Note: The Beacon service must be running at all times regardless of whether you have a
single CA PPM server or multiple CA PPM servers in a cluster.
See the CA PPM Administration Guide for more information.

Configuration Process
1 Set the server properties
2 Perform CSA installation and configuration procedures
3 Install content packs
4 Package the EAR file for Websphere
5 Manage services
6 Concept or Step

The configuration process consists of four main steps and must be performed in the
order shown. To begin, we will look at how to set the server properties.

Configuration Process Step 1 of 4
1 Set the server properties
To configure CA PPM using CSA, you must set the following server properties:
CSA / Beacon
System
Database
Application
Document and Search
Reporting
Data Warehouse
Security
Background


Set the Server Properties

Beacon
The Beacon service provides communications between CA PPM servers:
It sets IPs and ports as needed for your environment.

IP addresses and ports are established during the CA PPM installation.
Beacon settings must match other servers to create clusters.

This includes the multicast
address and ports in the
cluster.
Beacon

The Beacon multicast address and ports must be the same on each server for the CA
PPM services in the cluster to communicate.


System
There are two system requirements you must consider:
Confirm Java information:

Depending on your enterprise requirements, you might need to increase the
size of the Java memory.
Confirm accuracy of Java system information:
JAVA_HOME and CAPPM_HOME environment variables
Confirm mail server information:

SMTP server required to send emails
Environment variables required to activate the server

If the mail server setup on UNIX says localhost, it is possible that the UNIX mail daemon
will be enabled. The mail daemon can send mail without authentication. If left this way,
CA PPM will send mail to users which might be unacceptable until the system is live.
For SMTP mail server configuration, you will need information from your systems
administrators.

Configure CA PPM Using CSA 6 - 10

CA PPM Transactional Database
Vendor
You can select Oracle or SQL.
The forward slashes are used as a UNIX convention but Windows uses
back slashes.
All the table space settings should be left as they are.



CA PPM Transactional Database Continued
Internal connection: niku
The database login information is required.
Details of the user created when creating the database are required.
The hostname is the name of the Oracle server database.
Service ID is the name of the CA PPM database service.
New external connection
This is often used for a dedicated external reporting database

In the internal connection, the status should be Available after all database server
information is entered correctly:
Note: Configuration of the database often requires information your Database

Administrator (DBA) can provide.


Application
With CA PPM deployed on a generic J2EE server, the following are mostly
controlled by the J2EE server.
Configure the J2EE server with these settings:
Settings Description
Application server Your application server needs to be defined.
For LDAP configuration, select the LDAP check box.
For automatic load at startup, select the load at startup check box.
Application instance: app For the CA PPM application, configure as needed.
Application instance: CSA This setting is for the NSA application.
Configure this setting as needed.

LDAP is used to make an easy integration with other systems. Some LDAP jobs can
retrieve the users from an LDAP directory.
For more information about configuring the Application tab in CSA, see the CA
Installation Guide.

Review Question 1
For CA PPM to manage users within a cluster, which background service is

required for communications between the servers?
A FTP
B HTTPS
C Beacon
D Web service


Review Question 1
For CA PPM to manage users within a cluster, which background service is

required for communications between the servers?
A FTP
B HTTPS
C Beacon
D Web service

The correct answer is C. The Beacon service provides communications between CA

servers. See page 6-8.

Document and Search
The CA PPM Knowledge Center can store documents and search them.
On the Document Storage Settings tab:

Plan where and how to store your documents.
Select the option: Store Files in Database
Stores all documents in the database
Select the option: File System

Provide Document Storage and
Index Path in their respective fields. Caution: For File System,
make sure that you select the
correct option. If you switch
from Store Files in the
database to File System later,
all your documents will be
erased from the database.

You must make a business decision as to where and how to store documents that reside
in CA PPM.
Disk space is usually a major factor there is a difference between how many bytes are
needed to hold a set of data and how many pages it will actually take to store it on disk.
In a CA PPM cluster, multiple application server (app) and background (bg) services must
use the same disk for search indexing. Unless the files are stored in the database, the
services must also use the same disk for document storage.
You can most effectively share disks using a Storage Area Network (SAN) or Network
Attached Storage (NAS) solution. UNIX Network File System (NFS) or Windows file sharing
is also acceptable.


Reporting
Use CSA to browse and configure the reporting section.
Property Value
Vendor Jaspersoft
Status Indicates whether the Jaspersoft server is available
Web URL http://<reportingServer>:<portNumber>/reportingservice
PPM Data Source JNDI jdbc/clarity
Name
Data Warehouse Data jdbc/dwh
Source JNDI Name
User Specifies the Jaspersoft username.
Database ID Specifies the database that is used for Jaspersoft reporting.
Organization Name/ID Specifies the organization name and ID that is used for Jaspersoft reporting.

Vendor: Specifies the report vendor. For this section, only Jaspersoft is available.
Status: Indicates whether the Jaspersoft server is available.
Web URL: Specifies the web URL for the Jaspersoft server. For example:
http://localhost:8080/reportservice.
User: Specifies the Jaspersoft username.
Password: Specifies the Jaspersoft password.
Database ID; Specifies the database that is used for Jaspersoft reporting. To use the Data
Warehouse database, select Datawarehouse as the value.
Organization Name: Specifies the organization name that is used for Jaspersoft reporting


Data Warehouse Database
Use CSA to browse and configure the Data Warehouse section.
Property Value
Vendor Oracle
Sys Password Specifies the system password for this database server. For Oracle 11g only, this
password is used to start and stop the database. The password is required only
if the database is managed as a CA PPM service.
Confirm Password Confirms Sys Password
Dimension Table Tablespace Used during schema installation to choose a specific tablespace for dimension
tables for the Data Warehouse schema. The default is DWH_PPM_DATA_DIM.
Fact Table Tablespace Used during schema installation to choose a specific tablespace for fact tables
for the Data Warehouse schema. The default is DWH_PPM_DATA_FACT.
Dimension Index Tablespace Used during schema installation to choose a specific tablespace for dimension
indices for the Data Warehouse schema. The default is DWH_PPM_INDX_DIM.
Fact Index Tablespace Used during schema installation to choose a specific tablespace for fact indices
for the Data Warehouse schema. The default is DWH_PPM_INDX_FACT.



Data Warehouse Database Continued
Property Value
Fetch Size Specifies a hint for the JDBC driver as to the number of rows to be fetched from
the database when more rows are needed. The number of rows that are
specified affects only result sets created using this statement. If the value
specified is zero, then the hint is ignored.
Status Indicates whether the Data Warehouse database is available.
Specify URL Specifies a different JDBC URL than the default. Required when an Oracle RAC is
being used.
Hostname The IP address or hostname of the database server.
JDBC URL If Specify URL is selected, the JDBC URL to access the database displays. This
information is primarily useful for connecting to an Oracle RAC cluster.
Port Specifies the port that is used for database traffic.
Default value: 1521 (Oracle).



Data Warehouse Database Continued
Property Value
Service ID Specifies the name of the Oracle database Service ID.
Service Name Specifies the name of the Oracle database service (Oracle)
Login Name Specifies the schema login name.
Password Specifies the schema login password.
Custom Database Link Specifies whether the database link is the default (ppmdblink) or a custom
database link. To indicate a custom link, select the check box.
CAPPM Database Link Specifies the name of a custom database link.
ETL Job Timeout Specifies the length of time before an ETL job stops when it has not completed.
The default setting is 600 minutes.



Security
Your network administrator must provide the information you need to
configure security settings. This will include:
SSL encryption
LDAP settings
Single sign on

For more information about configuring the Security tab in NSA see the CA PPM
Installation Guide.


Background
Remember that as your system grows, you might need to adjust the settings
to Java Memory and Max Concurrent Jobs:
Behind the scenes: The background server runs in the background to

process in CA PPM:
Jobs
Processes
In a CA PPM cluster: The background server can run on another server to:
Increase performance
Reduce load of the main application server


Review Question 2
What will happen if you switch from Store Files in the database to Store Files
in the filestore after you have stored your documents?
A Documents will be erased
B Documents will be moved
C Documents will be copied
D Documents will be backed up


Review Question 2
What will happen if you switch from Store Files in the database to Store Files
in the filestore after you have stored your documents?
A Documents will be erased
B Documents will be moved
C Documents will be copied
D Documents will be backed up

The correct answer is A. After you have chosen Store Files as a setting, you cannot go in
and change the setting to File System without erasing all your documents. See page 6-15.

2 Perform
Set CSA installation
the server properties.and configuration procedures
The second step for installing CA PPM is to configure server-related

components.
Perform these tasks to continue with the CA PPM installation:

Verify that the Database service is started.
Set your Mail Server settings.
Review your Reports Server settings.
Review and familiarize yourself with the Logging settings.
Review all the system settings that are listed in the CA PPM Installation
Guide.

Now that you understand how to set the properties, we will look at the second step for
installing CA PPM. The database process creates all the necessary CA PPM tables,
indexes, stored procedures, views, and other elements. This takes quite a long time.
For more information, see the CA PPM Installation Guide.

3 Package the EAR file for Websphere
After completing all the configuration steps, you can package CA PPM
for deployment to WebSphere if this was used instead of Tomcat.
To create the EAR file for deployment, select Package Application.
After the installation script has been installed, an niku.ear file is

created in the CA PPM Home directory.


4 services
Manage services.
CSA manages CA PPM Services, but these actions can also be performed at
the command prompt using the admin command-line utilities.
You can perform these actions in CSA:

Add Start Stop Destroy
Deploy Clone Remove Refresh

Actions you can perform in CSA include:

Add: Registers a CA PPM service
Deploy: Packages the service startup files
This command often runs as an internal command with the start
command.
Start: Starts a CA PPM service
Clone: Creates a new instance of an existing app or background service
Stop: Stops a CA PPM service
Remove: Unregisters a CA PPM service
It is mainly used for uninstalling CA PPM.
Destroy: Removes and destroys a previously cloned service.
Original services cannot be destroyed
Refresh: Refreshes a CA PPM service

Review Question 3
Which database status will help ensure that your database installation and
the connection settings in CSA do not fail?
A Alert
B Ready
C Available
D Fully charged


Review Question 3
Which database status will help ensure that your database installation and
the connection settings in CSA do not fail?
A Alert
B Ready
C Available
D Fully charged

The correct answer is C.
You must make sure that your database status within CSA has changed to Available after
you have set the server properties. Often a database installation will fail because of
inaccurate settings. See page 6-11.

CSA Login and Overview
CSA is deployed on port 8090 by default. You can change the port number
during or after installation.
If you make changes to the CSA configuration, you must restart the CA PPM
application service to apply the changes:
CSA does not use a login user name.
The default port is 8090.

Apache Tomcat: http://<<servername>>:8090
WebSphere: http://<<servername>>:9080/csa/app
The CSA password is stored in the config directory of the Home folder.

If CA PPM is running on Apache Tomcat, there is no need to deploy CSA as a separate

application. For WebSphere, CSA must be packaged (CA PPM does this as part of the
installation) and deployed as a separate application.
To change the CSA password, type the following command on the CSA server:
admin password
You must provide the current password first before you type and confirm the new
password. If the password is not known, then delete the .passwd file in the config folder
before executing the admin password command, and the current password will not need
to be provided.
Note: There is no need to start any services after changing the CSA password.
In a multi-server environment, that is, a CA PPM cluster, you need to use the same admin
password for all the clustered nodes. Otherwise, the cluster does not work or the nodes
will fail to interact with each other. Remember to reset the password across all the
servers.

CA PPM Services
CA PPM provides several services that can be managed through CSA. Caution
is advised, however, in managing the database service.
CA PPM Services include:

Application: app
Database: db*
Reports: reports**
Background: bg
Beacon: not managed in CSA
NSA service: managed through the command line
* Management of the database service is not recommended through CSA.

** Reports are managed in Jaspersoft , not in CA PPM.

NSA and Beacon services are installed and registered during the CA PPM installation. The
service is named NSA while the application itself is named the CSA.
The Beacon service must be running at all times in the CA PPM environment.
Although it is available as one of the services, managing the production server database
service through CSA is not recommended because you can accidentally stop the database
service, which would bring down the entire database. Sometimes, when you start more
than one service at a time, you will see an error with one or more of the services. If this
happens, clear the alerts one at a time and restart the service or services that did not
start successfully.
Note: The database and report services are only useful if the database server and
reporting server are installed on the same server as CA PPM. This configuration is used in
the lab exercises for this course. However, this is not how these servers are typically
deployed in the field.

Lab Exercise
Configure the system so that all components are integrated with each
other
See lab 6-1 Configure CA PPM, Data Warehouse and Jaspersoft.


Installing Add-ins
Overview
Add-ins are included with the product and are ready for installing.
To properly install an add-in, you must complete the following steps.
1. Review the prerequisites.
2. Stop the services.
3. Install the add-in.
4. Start the services.


Installing Add-ins
Prerequisites
Before you install an add-in:
Take backups of the file system and database

After you install an add-in, you cannot uninstall it.
Be aware that installing and applying an add-in can change the views for
out-of-the-box objects such as projects.
If your organization uses customized views, install in a test environment.
Check specific requirements in the release notes.

For example, the PMO add-in is a pre-requisite for the Jaspersoft add-in.


Installing Add-ins
Performing the Installation
To install an add-in, from a command prompt:
1. To stop the services, run the following command:

service stop app bg
2. Navigate to the bin folder in the CA PPM home directory and run the
following command:
Admin content <id>
3. Make sure that the admin log file contains no errors.
4. To start the services, run the following command:

service start app bg

For a list of IDs, see the Installation Guide, for example:

Use Admin content csk for the PMO accelerator
Use Admin content evms for the Earned Value Manager

Lab Exercise
Install PMO Accelerator and Jaspersoft Content

See lab 6-2 Install PMO Accelerator and Jaspersoft Content.


Setup Warehouse and Jaspersoft using CA PPM
Configure the Data Warehouse and Jaspersoft with the following:
1. Assign access rights for jobs and Advanced Reporting
2. Create the entity and fiscal periods for the Warehouse
3. Complete the Warehouse setup
4. Run the integration jobs


Lab Exercise
Complete the system setup in CA PPM so that the integration jobs will run
See lab 6-3 Complete the Setup and Run Integration Jobs.


Installation Validation: CSA
Validating the
Validating the installation
installation confirms
confirms that
that every
every
component of
component of CA
CA PPM
PPM is is working
working as
as expected.
expected.
To help ensure that every component of CSA is working properly within

CA PPM, you need to:
Evaluate the health report
Monitor log files
Review the properties.xml file
Deploy and start
app
Bg services

In this task, you will validate the installation of CSA by performing checks on each of its
components. To begin, you will evaluate the health report generated from CSA.

Health Report
The health report contains the details about CSA settings. The health report:
Runs a series of health checks to validate the CA PPM installation
Identifies all components and their status Flags configuration

errors (in red) for
Provides details about components, such as: each component
Home directories
Versions
Ports

CSA enables you to run a health report to validate your installation. A green icon
indicates a valid status, so your installation has been successful. Any errors noted in the
report will be color-coded in red and will most likely reveal the solution to the known or
undiscovered problem in the system because it means the item is not installed, installed
improperly, or the status is unknown because it is a third-party system.
Note: When you first run a health report, any previous results will display. You must click
Run to obtain the most up-to-date results.
Make sure you check all CSA settings because they drive a lot of what you see in the
health report.
9091 is the default port for the Beacon service. If you changed it, the updated value will
appear in your health report.

Log Files
You can also validate your installation using log files. Some sample log file types include:
admin.log
app-access.log
app-ca.log
app-system.log
beacon.log
bg-ca.log
bg-system.log Note: Significant changes require restarting the application

server and the background services to take effect.

The health report will only check the high-level configuration. Application- and
environment-specific errors are usually logged in CA PPM logs. It is recommended that
you check these logs frequently as part of application administration. All logs are stored
on the CA PPM server under the $CAPPM_HOME/Logs directory.
Designated admin users can also view CA PPM logs using the CSA application, which help
troubleshoot application issues. The CSA GUI enables administrators to check the system
logs from anywhere on the network without logging on to the actual CA PPM server. Logs
are stored in the Logs directory of CAPPM_HOME on the CSA server. These logs can be
viewed using any Text Editor.
Note: Sometimes you might not have access to CSA, so you need to request the log files
from network administrators to troubleshoot the problems.
Many log files exist. The slide only shows a selection. You can set various logging levels,
such as Fatal, Error, Warning, Info, Debug, and All.

Review the Properties.xml File
All configuration settings made within CSA are written to the properties.xml
file:
The properties.xml file is located in <CAPPM_HOME>\config.
You can use a search tool to

quickly find configuration
information.
Typically, you do not have

to touch this file.
The file might be requested

by CA PPM support
if you call for assistance.

Unless instructed, the properties.xml file should not be edited or removed. If you change
this file, the application might not work properly.

Deploy and Start the Server and Services

Stopping Services
Whenever configuration changes are made, the CA PPM Application (app)
and CA PPM Background (bg) services must first be stopped and then
restarted.
To stop services (Apache Tomcat example):
1. Log in to CSA.
2. Open Home and click All Services.
3. Select the CA PPM Application (app) and the CA PPM Background (bg)
service check boxes.
4. Click Stop.


Deploy and Start the Server and Services

Starting Services
To start services (Apache Tomcat example):
1. Log in to CSA.
2. Open Home and click All Services.
3. Select the CA PPM Application (app) and the CA PPM Background (bg)
service check boxes.
4. Click Start.


Lab Exercises
Log in to CA PPM and run a health check

See lab 6-4 Run a Health Report.
Set log file options in CSA

See lab 6-5 Set Log File Options.
View CA PPM server logs in CSA

See lab 6-6 View Server Logs in CSA.


Review Question 4
What is true of CSA? (Choose two.)
A CSA is configured through the CA PPM UI.
B CSA can only be installed after CA PPM installation.
C CSA is the administration console for the CA PPM application.
D CSA distributes configuration and upgrade changes to servers in a cluster.


Review Question 4
What is true of CSA? (Choose two.)
A CSA is configured through the CA PPM UI.
B CSA can only be installed after CA PPM installation.
C CSA is the administration console for the CA PPM application.
D CSA distributes configuration and upgrade changes to servers in a cluster.

The correct answer is C and D. CSA is the administration console for the CA PPM
application. CSA distributes configuration and upgrade changes to servers in a cluster. See
page 6-5.

Review Question 5
Which status will cause the health report to show a code red?
A If the solution is unknown
B If previous results are displayed
C If the pointer is not set properly
D If the setting is related to a third-party system or if the service is not started


Review Question 5
Which status will cause the health report to show a code red?
A If the solution is unknown
B If previous results are displayed
C If the pointer is not set properly
D If the setting is related to a third-party system

The correct answer is D. CSA is the administration console for the CA PPM application.
CSA distributes configuration and upgrade changes to servers in a cluster. See page 6-5.

Module Summary

Configure the complete environment using CSA and CA PPM itself
Validate the installation

Perform post-installation tasks




Perform Post-Installation Tasks 7-1
Perform Post-Installation Tasks
You need to perform post-installation tasks to help ensure smooth running of the CA
PPM system after installation.

Module Objectives

Validate the installation: application
Integrate client applications
Troubleshoot installation issues
Complete the Installation Report

Validating the installation against applications confirms that
every component of CA PPM is working as expected.
Integrating client applications extends the functionality of
your CA PPM applications.
Troubleshooting installation issues helps you identify
problems and provide resolution using different methods.
Completing the Installation Report verifies that tests were
performed and certain functionality was running or tested
successfully prior to sign-off from the customer.
Module 7: Perform Post-Installation Tasks 2 of 20

Whiteboard
After installing CA PPM and the associated software, there are several
post-installation tasks to perform. In this module, you will see how to
perform the post-installation tasks.
Install & Configure

Install
Jaspersoft
Oracle CA PPM and
Report Server
Databases CSA
Perform
Perform Post-
Backups and
Installation
System
Tasks
Recovery

In this module, you will see how to perform the post-installation tasks.

Installation Validation: Application
Validating the installation confirms that every

component of CA PPM is working as expected.
To help ensure the validity of the installation, you need to validate:

Administrative functions
New project creation
Test reporting and document searching

Now that you have confirmed that the CSA installation is running properly, you must
confirm that the application has been successfully installed.
You will begin by creating users and groups to validate the administration tool.
Next, you will create a new project to confirm the application functionality. Lastly, you
will run a report to confirm the communication between the reporting server and CA
PPM.

Administrative Functions
Create a Super User and Groups
Using the Administrator menus, you can define users such as:
A super user is a resource with many or

Super unlimited access rights.
User Creating a super user gives you a quick
way to test all functionality in the CA
PPM instance.
Creating groups is a way to administer a

Group collection of access rights to one or
more resources.
The best practice is to create a group named

SuperUsers, assign all the global rights to this
group, and then create a user and assign that user
to SuperUsers.

Create a super user in CA PPM:

1. In CA PPM, on the Global Header, point to Administration and under Organization
and Access click Resources.
2. Click New.
3. Create a new user and complete the required fields.
4. Click Resources Access Right Global.
5. Assign (add) every global access right using the Add and Select More button.
6. Click Return.
Create a group and assign rights:

1. Point to Administration and under Organization and Access click Groups.
2. Click New.
3. Complete the Group Name, Group ID, Description, and Active (default).
4. Click Save and Continue.
5. (Optional) Add resources to the group.
6. From Groups Access Rights, specify the group access rights.
7. Click Save and Return.
8. (Optional) Update an existing resource by adding your new group to the Resource.

Application Functionality
Create a New Project
A method of validating that your application has been successfully installed is
to create a new CA PPM project.
Test that you can successfully create and navigate through a project.
Then check the CSA application logs to ensure that there are no app
errors.
You can create a project manually by clicking New or create
a project from a template by clicking New from Template.

To validate the installation, log on as your new super user. On the Global Header, point to
Home and then click Projects. Look for the New button on the List page or in the My
Projects portlet, click New. Enter basic information such as project name, dates, and
status. Then click Save. Navigate through each Tab.
If you do not receive any error messages, your installation was successful.
This step tests basic CA PPM application functionality and navigation.

It is also important to check the CSA app logs to look for errors that might not surface in
the UI. Log into CSA and check the application logs to make sure there are no errors seen
in the log files.

Testing
Reporting
Test to make sure the reporting functions are working properly as part of
your installation validation:
Run the Create and Update Jaspersoft Users job.
Run the Load Data Warehouse job.
Open a report from CA PPM

(Key Tasks and Milestone Status report is a simple sample report).
The report should open a separate Jaspersoft viewer window

(Tip: Disable pop-up blockers so the viewer can open).

Before testing the reports, you first need to install and configure Jaspersoft . Next,
configure the Jaspersoft server details in CSA.

Testing
Searching
Test to make sure the searching functions are working properly:
Knowledge management is the CA PPM document repository.
Document management is used for your projects and other items you use
CA PPM to track.
Add files and verify the search capability (CA PPM Indexer):
Search for documents and their content using wildcards such as * and @.

Testing Document Manager Search: Add any type of file and test the search
functionality. It is important to make sure this is working to verify the installation.
Note: You must assign rights to the admin user to be able to use the Knowledge Store. Or
log on as your new super user.

Lab Exercise
Validate the complete installation

See lab 7-1 Validate the Complete Installation.


Perform Post-Installation Tasks 7 - 10
Client Applications Overview
Integrating client applications extends the

functionality of your CA PPM applications.
You can extend the functionality of your CA PPM applications by

integrating with client applications such as:
Open Workbench
CA PPM Microsoft Project interface
XOG
Appropriate rights must be granted to enable a CA PPM user to download

client applications.

The CA PPM Microsoft Project interface requires that you have Microsoft Project
installed before installing CA PPM.
XOG is only used by technical resources needed to move data in and out of CA PPM.

Lab Exercises
Install Open Workbench

See lab 7-2 Install Open Workbench.
Install the Microsoft Project Interface with Schedule Connect

See lab 7-3 Install the Microsoft Project Interface
with Schedule Connect.


An Overview on Troubleshooting
Troubleshooting installation issues helps you identify

problems and provide resolution using different
methods.
Check the log files when installation issues arise. By default, CA PPM
writes error messages
with its level to the log
files, such as:
Fatal
Error
Warn
Info
Debug.

Because the log files capture installation failures, you can review them to find an
explanation for the problem. In this task, you will look at the most common installation
issues that occur during an installation and learn how to troubleshoot them so that your
application works properly.

Common Installation Issues
The following table outlines the most common installation issues and
provides directions on how to fix them:
Problem Issue Resolution

Unsupported versions Operating system See the Compatibilities section of the Release
Information / Release Notes content in the CA
Java PPM Documentation for the latest list of
supported third-party software.
Database drivers
Application server
Wrong database User ID Verify database information with a standard
information database tool before you perform the CA PPM
Port
installation.
Incorrect database Wrong character set or date format Follow documentation.
setup
Conflict with IIS Remove IIS.

Please refer to the Compatibilities section to obtain the latest list of supported third-
party software: https://docops.ca.com/ca-ppm/14-4/release-information/release-
notes#ReleaseNotes-Compatibilities.

CA PPM Support
The CA PPM Support website is an invaluable tool for information on how to

troubleshoot installation issues. There you will find:
White papers
Product
documentation
Knowledge base

The CA PPM Support website requires a user ID and password. You will need to get this
from your CA representative.

Action Trace Configuration
Action trace activation is accessible from within CSA.
Trace levels can be set at a user level, so a functional walk-through by a

specific user of the system can be traced. Important: Perform
action tracing
Action Tracing is (previously known
governed by rights to as SQL trace), only
at the request of,
prevent unwanted
and with the
activations and possible guidance of, CA PPM
resulting slowness Technical Support.
from unauthorized
activations.

The solution in v14.3 has the following characteristics.

Action trace activation is accessible from within CA PPM, instead of by the database;
the Administration tool of CA PPM.
Trace levels can be set at a user level, so a functional walk-through by a specific user
of the system can be traced.
Action trace activation is governed by rights to prevent unwanted activations and
possible resulting slowness from unauthorized activations.
A descriptive warning is specified on the page indicating the Action trace activation is
specifically for debug analysis as prompted by support or services.

Installation Report Overview
Completing the Installation Report verifies that tests

were performed and certain functionality was
running or tested successfully, prior to sign-off from
the customer.
The installation report outlines the software and hardware that was
installed. The report also provides information about tests performed and
functionality status:
Used as a reference for your CA PPM installation
Required by CA for each of your installations:
Development instance
Testing instance
Production instance

An installation report is a Word document that must be completed at the end of each
installation. Usually, the report can be completed using a supplied template. To view a
sample template, see Appendix A.

Review Question
After installation, how should you test application functionality?
A Generate a report.
B Check the log files.
C Create a new project.
D Assign a role to a user.


Review Question
After installation, how should you test application functionality?
A Generate a report.
B Check the log files.
C Create a new project.
D Assign a role to a user.

The correct answer is C. A method of validating that your application has been
successfully installed is to create a new CA PPM project. See page 7-4.

Module Summary

Validate the installation: application
Integrate client applications
Troubleshoot installation issues
Complete the Installation Report

Perform backups and system recovery




Perform Backups and System Recovery 8-1
Perform Backups and System

Recovery
A CA PPM deployment can be configured so that any problem is mitigated by failover to a

backup service, eliminating any single point of failure.
In this module, you will learn how to back up the application and database and describe
how to restore the application.

Module Objectives
After completing this module, you will be able

to:
Back up the application
Back up the database
Restore the application

Backing up the application provides continuous
CA PPM application availability.
Backing up the database provides continuous
availability of the database supporting CA PPM.
Performing a system recovery restores critical
system data.

Module 8: Perform Backups and System Recovery 2 of 18

Whiteboard
After installing CA PPM and the associated software, there are several post-
installation tasks to perform. In this module, you will see how to perform
backups and system recovery.
Install & Configure

Install
Jaspersoft
Oracle CA PPM and
Report Server
Databases CSA
Perform
Perform Post-
Backups and
Installation
System
Tasks
Recovery


Back Up the Application
Backing up the application provides continuous CA

PPM application availability.
To prevent data and configuration loss, you must back up the CA PPM
data and application. You should be aware that:
CA PPM provides a useful backup tool for the application to take a backup of
the file system.
The backup of the database should be performed with database tools.
Application backups must be performed during upgrades and Fix Pack or Hot
Fix deployments.

In this task, you will back up the application to provide continuous availability of the CA
PPM application. Application backup is usually performed by the administrator because it
is an administrator task.
To get a list of possible commands, including the backup command, enter the following
command at the command prompt of the CSA server:
admin -help

Application Backup
When you back up, the backup command automatically creates the backup
directory on the CA PPM application server with the backup files.
Users should:
Log off the system.
Stop the CA PPM application and background service.
Use the admin backup command on the CA PPM application server.
Note: The entire CA

PPM application will be
packaged in a package.jar file.

Do not start services while the application is being backed up.
The admin backup command only backs up the CA PPM and Tomcat folders. You can also
use any standard backup method to back up the CA PPM and Tomcat folders. If the
command does not work, then you will need to back up all the folders.
Depending on the hardware configuration and customization, this step can take a long
time.
The backup directory is automatically created by the application.
If you already have a previous backup in the same directory, the new backup will
overwrite it.

Lab Exercise
In the following lab exercise, you will see how to:

Back up the CA PPM application
See lab 8-1 Back Up the Application.


Back Up the Database
Backing up the database provides continuous

availability of the database supporting CA PPM.
The database plays a central role in the performance of CA PPM;

therefore, it is extremely important that you back it up on a regular basis.

In this task, you will identify the commands necessary to back up the Oracle database.

Database Backup
Oracle
The Oracle Database backup should be performed by a database administrator:
1. From the database server command line, use the Oracle Database Export
utility expdp.
For the detailed guidance on using this utility, see the Oracle documentation.
The following example shows an export command:
expdp niku/niku@niku FULL=y DIRECTORY=data_pump_dir
DUMPFILE=clarity.dmp LOGFILE=myclarityexp.log SCHEMAS=clarity
2. Copy the spfile file for the database to the backup directory.
3. Similar commands will be needed to backup the Data Warehouse.

Daily backups of your Oracle Database are recommended. It is essential that anytime a
cold backup is done, CA PPM services should be stopped before the backup is started.
After restarting the database, wait several minutes to make sure the database restart was
successful. Then, restart the CA PPM services. This is true for any cold backup or a backup
that stops access to large portions of the database.

Lab Exercise

Back up the Oracle Server database
See lab 8-2 Back Up the CA PPM Transactional Database.


Perform Backups and System Recovery 8 - 10
Restoring the CA PPM Application
Performing a system recovery restores critical system

data.
CA PPM holds important data because this application manages services,

projects, products, and financial information.
It is essential that you be able to restore your backed up data so you can
resume operations as quickly as possible.

CA PPM provides a command-line utility to restore the application. In this task, you will
see how to use the utility to help ensure you have access to your data.

Restoring the CA PPM Application Continued
You may need to restore the CA PPM application in case of upgrade, Fix Pack,
or Hot Fix failure.
To perform a restore, use the restore.bat command and follow the

instructions.
Restore the CA PPM application, only if necessary.

When restored, CLARITY_HOME is available at the command prompt.
Contact CA Support before restoring the application because restoration might result in
losing the customization and cause problems in integrations.

Lab Exercise
In the following lab exercises, you will see how to:
Restore the CA PPM application

See lab 8-3 Restore the Application.
Restore the Oracle Database server

See lab 8-4 Restore the CA PPM Transactional Database.


Review Question 1
When must application backups be performed?
A When installing a new version
B During non-core business hours
C At the same time as database backups
D During upgrades and Fix Pack or Hot Fix deployments


Review Question 1
When must application backups be performed?
A When installing a new version
B During non-core business hours
C At the same time as database backups
D During upgrades and Fix Pack or Hot Fix deployments

The correct answer is D, during upgrades and Fix Pack or Hot Fix deployments. See page
8-4.

Review Question 2
How should you restore the CA PPM application?
A Rebooting the server
B Copying all the files from the server to a new server
C Reinstalling the CA PPM application using CSA
D Using the restore.bat command and following the instructions


Review Question 2
How should you restore the CA PPM application?
A Rebooting the server
B Copying all the files from the server to a new server
C Reinstalling the CA PPM application using CSA
D Using the restore command and following the instructions

The correct answer is D, using the restore.bat command and following the instructions.
See page 8-11.

Module Summary

Back up the application
Back up the database
Restore the application

Manage jobs




Manage Jobs 9-1
Manage Jobs
CA PPM jobs facilitate data population in a structured manner. Custom jobs can be
created, enabling organizations to integrate CA PPM with existing applications. Jobs can
also be used with processes in customizations

Manage Jobs 9-2
Module Objectives

Describe jobs
Run jobs
Monitor scheduled jobs
Create jobs

Understanding how jobs are used in CA PPM will
enable you to run them successfully.
Running jobs enables you to increase efficiency by
automating job execution.
Monitoring jobs enables you to view information
about a job status.
Creating jobs enables you to execute an automated
task that you can run on demand or schedule for a
specific date and time.

Module 9: Manage Jobs 2 of 26

Manage Jobs 9-3
Whiteboard
post-installation tasks to perform.
In this module, you will see how to manage jobs.
Monitor
Background Build Administer
Manage Jobs Services on Password CA PPM
the Process Expressions Services
Engine


Manage Jobs 9-4
Jobs Overview
Understanding how jobs are used in CA PPM will

enable you to run them successfully.
CA PPM jobs facilitate data population in a structured manner. Type of

jobs include:
Reports
Java jobs
Stored procedures
Persistence Meta Data (PMD)
XML Binding Language (XBL)

Custom jobs can be created enabling organizations to integrate CA PPM with existing
applications. Jobs can also be used with processes in customizations. CA PPM jobs are
shipped with the CA PPM application. In this task, you will describe CA PPM jobs.
CA PPM provides several standard jobs. If you cannot find a job that satisfies your
requirements, you can develop new customer-specific jobs.
Back-end serviceswhich is different from the applicationcontrol the job execution.
This course covers Java jobs and stored procedures only. Report jobs are used for custom
reports developed and deployed in Business Objects. In such cases, you create a Report
job definition type and specify the report to be called. PMD and XBL are executable types
defined in CA PPM. Currently, no specification is available for end users for custom PMB
or XBL executable development.

Manage Jobs 9-5
SQL and CA PPM Jobs
When creating a new job using SQL stored procedures, you must pass the
P_JOB_RUN_ID and P_JOB_USER_ID parameters.
The parameter order is very important for SQL stored procedures on SQL
Server and Oracle.

It is recommended that you use the following creation procedure:

For SQL Server, the procedure must start as follows:
CREATE PROCEDURE OR REPLACE PROCEDURE <my new job> (
@P_JOB_RUN_ID NUMERIC,
@P_JOB_USER_ID NUMERIC,
)
<procedure body>
For Oracle, the procedure must start as follows:

CREATE OR REPLACE PROCEDURE <my new job> (
P_JOB_RUN_ID IN NUMBER,
P_JOB_USER_ID IN NUMBER,
) AS
<procedure body>
The Administration and Configuration Guide provides guidelines and step-by-step

procedures for creating new jobs using SQL and Oracle stored procedures.

Manage Jobs 9-6
Java and CA PPM Jobs
CA PPM supports Java to program new jobs. Use the following steps to create,
deploy, and register a Java Class:
1. Create a Java class that performs background processing and implements

the scheduledEventFired() method of the
com.niku.union.interfaces.SchedulerListener interface.
2. Implement the Java class using the scheduledEventFired() method of the

com.niku.union.interfaces.SchedulerListener interface.
3. Compile the Java class.
4. Deploy the job by placing the executable, for example,

myBackgroundJob.class, in the $CAPPM_HOME/customlib directory.

Most integration and interfaces are coded using Java.
When compiling the Java class and make sure the CLASSPATH of the compiler is aware of
the following:
$CLARITY_HOME/lib/union.jar
An example of a JAR command that creates a JAR file from a Java class is:
jar cf myBackgroundJob.jar myBackgroundJob.class
For more information about creating a JAR file, go to the Oracle Java website.

Manage Jobs 9-7
Java and CA PPM Jobs Continued
Register the job by creating a job definition.
For the executable name, specify one of

the following:
The valid class name, for example:
myBackgroundJob
The fully qualified class name, if you made
this class a part of a package,
for example:
com.myserver.jobs.background.
myBackgroundJob
For WebSphere, repackage and redeploy
niku.ear.

The CA Administration and Configuration Guide provides guidelines and step-by-step

procedures for creating new jobs using Java as the executable type, and the steps to
create, deploy, and register a Java class.
See the CA Integration Guide for more information about job creation and see the CA
Installation Guide for instructions on how to deploy a .ear file on WebSphere.

Manage Jobs 9-8
Job Definition Properties
Developing new jobs requires programming knowledge such as writing

queries, statements, procedures, and Java classes. To create a new job:
1. Select the proper method, SQL procedures, or Java classes.
2. Create and deploy the executable in CA PPM.
3. Create a job definition.
Any new jobs added to the system must have the same established values, as
named in the following Job Definition tabs:

To create a job, select the best method that satisfies the business requirement, SQL
procedures, or Java classes, and then write the queries, statements, or procedures for it.
After developing the new job, deploy the executable in CA PPM and then create a job
definition for the new job by configuring the required values, for example, the executable
name and method type.
After the job values have been established, you can schedule and run jobs using the job
framework. If required, jobs can be run immediately in CA PPM, without first being
scheduled.
Note: To enable the background scheduler to clean up all processing jobs at startup, you
can set the isPrimary attribute on the jobSchedulerInstance element in the
properties.xml file to true. Setting this attribute to true is useful when the background
server shuts down and restarts while a job is executing.

Manage Jobs 9-9
Review Question 1
After you have compiled the Java class, how do you deploy a job?
A Register the job.
B Use the job framework.
C Run the executable from the command prompt.
D Place the executable in the $CLARITY_HOME/lib directory.


Manage Jobs 9 - 10
Review Question 1
After you have compiled the Java class, how do you deploy a job?
A Register the job.
B Use the job framework.
C Run the executable from the command prompt.
D Place the executable in the $CAPPM_HOME/customlib directory.

The correct answer is D. After you have compiled the Java class and made sure the
CLASSPATH of the compiler is aware of the $CLARITY_HOME/lib/union.jar, you can deploy
the job by placing the executable in the $CLARITY_HOME/lib directory. See page 9-6.

Manage Jobs 9 - 11
Job Scheduling
Running jobs enables you to increase efficiency by

automating job execution.
Job scheduling with the help of automation provides flexibility to achieve

more efficient results from CA PPM, such as:
Viewing a list of all jobs
Scheduling a job to run at a later time (the default is immediate)

Jobs can start immediately or be programmed for one-time scheduled or recurring

scheduled execution.

Manage Jobs 9 - 12
Schedule or Execute a Job
Similar to running jobs, to schedule or execute a job, point to Home and click
Reports and Jobs, then click the Jobs tab.
Next, select a job to run from the list of jobs on the Jobs tab.
When
scheduling a
job, the date
and time must
be specified.
To schedule a job,
click Submit.
Notes:
Complete the required fields in the Parameters section.
By default, jobs are set to run immediately.
Schedule a job to run by selecting Scheduled.
Use the Jobs: Available Jobs page to view a list of all jobs that you have access to
to run immediately or to schedule to run at a later time.
All required fields must be completed before a job can be submitted. Required fields are
preceded by a red plus sign.

Manage Jobs 9 - 13
Schedule or Execute a Job Continued
After you have scheduled a job to run, you can view or modify the scheduled
job run information on the Scheduled Jobs section of the Jobs tab.

The Jobs tab can also be used to view the status of scheduled runs. A scheduled run can
have one of the following statuses:
Cancelled: The scheduled run was stopped and future recurring runs are permanently
cancelled.
Completed: The single, nonrecurring scheduled run has completed. If the job
definition is set to generate a log, you can view it in the job log.
Note: Recurring scheduled runs never show a Completed status.
Paused: The scheduled run is temporarily stopped.
Resumed: The paused run has restarted and will run at its next scheduled time.
Running: The scheduled run is in progress.
Scheduled: The scheduled run will start executing the job on its set date and time.
Waiting: The scheduled run has reached its scheduled run date and time, but cannot
start executing the job until an incompatible report or job finishes running.

Manage Jobs 9 - 14
Lab Exercises
In the following lab exercises, you will see how to:
Schedule and filter a job

See lab 9-1 Schedule a Job.
View the job log

See lab 9-2 View the Job Log.


Manage Jobs 9 - 15
Job Monitoring
Monitoring jobs enables you to view information

about a job status.
Scheduled job monitoring is an important task to achieve more efficient

results when evaluating the performance of CA PPM.
You can monitor

the scheduled jobs
on the Jobs tab.


Manage Jobs 9 - 16
View Job Logs
To view the logs that are created for every job run, click the Job Definitions
tab and then click Log.
On the Jobs tab, click the

Job link and view the log.

A job log consists of a read-only version of its run properties. It also lists job entries,
times, and messages. If a job fails, the log indicates the reason for the failure.
See the Administrator Guide for more information about job logs.

Manage Jobs 9 - 17
Job Logs: Maintenance
There is a job available to help maintain the job logs:
Job Name Job Description Scheduled When It Should

by Default Be Scheduled
Remove Job Logs This cleans (removes) the job log and report YES Always
and Report library entries from the database that are older
At 3:17 am
Library Entries than [x] days, as specified by the person that
every day
schedules this job.
This is done to remove a possible large number of

log and library entries that are obsolete after the
specified number of days.

You can schedule the Remove Job Logs and Report Library Entries job to remove obsolete
job logs and report instances periodically from the report library or job log.

Manage Jobs 9 - 18
Lab Exercise
Create a new job definition for a SQL Procedure type job

See lab 9-3 Create a New Job Definition.


Manage Jobs 9 - 19
Job Creation
Creating jobs enables you to execute an automated

task that you can run on demand or schedule for a
specific date and time.
A new job creation feature provides you

with the flexibility to implement an
automated task for fine-tuning the
performance of CA PPM.


Manage Jobs 9 - 20
Create a New Job Definition: View
Define new jobs on the Job Definition: - Properties page of the Administration
tool.

The Job Definition: - Properties fields are defined as follows:

Job Definition Name: Type a unique name for the report or job definition.
Job Definition ID: If you are creating a new report or job definition, type a unique
identifier. This field is read-only if you are editing an existing report or job definition.
Content Source:
Customer: Select this if you are providing the source.
Niku Development: Select this if you are using a CA PPM report or job as your source.
PMO Accelerator: Select this if you are using the PMO Accelerator as your source.
See the PMO Accelerator guide.
Description: Include information about the report or job definition, such as a
summary of the job outcome.
Active: Select this to activate the report or job definition.
Executable Type: Select the type to determine if the definition is one of the following
job types: Java, PMD, SQL stored procedure, or XBL.

Manage Jobs 9 - 21
Lab Exercise
Run a Jaspersoft report

See lab 9-4 Run a Report.


Manage Jobs 9 - 22
Review Question 2
What is the first step you must undertake to create a job?
A Deploy the executable in CA PPM.
B Write queries, statements, or procedures for the job.
C Create a job definition and configure the required values.
Select the best method that satisfies the business requirement, SQL
D
procedures, or Java classes.


Manage Jobs 9 - 23
Review Question 2
What is the first step you must undertake to create a job?
A Deploy the executable in CA PPM.
B Write queries, statements, or procedures for the job.
C Create a job definition and configure the required values.
Select the best method that satisfies the business requirement, SQL
D
procedures, or Java classes.

The correct answer is D. Select the best method that satisfies the business requirement,
SQL procedures, or Java classes. See page 9-8.

Manage Jobs 9 - 24
Review Question 3
How will you know how and why a job failed?
A Email
B Job log
C Reports
D Notification


Manage Jobs 9 - 25
Review Question 3
How will you know how and why a job failed?
A Email
B Job log
C Reports
D Notification

The correct answer is B. Use the job log. See page 9-16.

Manage Jobs 9 - 26
Module Summary

Describe jobs
Run jobs
Monitor scheduled jobs
Create jobs

Monitor background services on the process engine.


Monitor Background Services on the Process Engine 10 - 1
Monitor Background Services on

the Process Engine
In this module, you will learn how the process engine monitoring tool enables you to
determine the status of a process, how monitoring pipelines can increase process engine
efficiency, and where to view event messages.

Module Objectives

Describe the process engine monitoring tool
Monitor pipelines
View event messages

Knowing how the process engine monitoring tool
works, provides you with key metric data on the
status of the process instances and load on the
system.
Monitoring pipelines enables you to increase
efficiency by enabling load balancing on the system.
Viewing event messages enables you to view system-
wide event messages across all process engines.

Module 10: Monitor Background Services on the Process Engine 2 of 26

Whiteboard
post-installation tasks to perform.
In this module, you will see how to monitor background services on the
process engine.
Monitor
Engine


Process Engine Overview
Knowing how the process engine monitoring tool

works, provides you with key metric data on the
status of the process instance and load on the system.
In CA PPM, the process engine is event-based. You can:

Start or cancel a process
Skip or retry an error
Create or update any event-enabled CA PPM Studio Object, including action
items

In CA PPM, a process is a sequence of steps that performs a series of actions to satisfy a

workflow. The process engine is the key to running and maintaining these workflows.
Processes are stored in a database.
See the CA PPM Process Management documentation for more information about
processes.

Process Engine Event Flow
The following diagram shows event flow in the CA PPM process engine:
Background Service
Process Engine
Application Service Wake-up Signal
2 4
Event Manager Event Manager
1 Persist Message DB
3 Retrieve Message

Event Manager: Interacts with CA PPM database on a consistent basis to proceed with
the workflow steps or instructions
Wake-up signal: Triggers the background engine as soon as an event is fired and
maintains constant communication to the background server
Process engine: Keeps track of all the executing process, controls the event flow, and
helps in managing the workflow execution.
Event Manager interacts with the CA PPM database on a constant basis to finish the
workflow. Wake-up signals help keep the background service live by constantly pinging
the server.
CA PPM r8 and r8.1 process events will be evaluated immediately; there is no cycle wait
time as with earlier versions of CA PPM.

Process Engine Monitoring Tool
The process engine monitoring tool in CA PPM helps when monitoring the
general health and status of process engines.
Process Engine Internal Queues Status
Process Engine Metrics

The process engine monitoring tool enables you to quickly evaluate if a particular area of
the process engine needs further investigation.

Process Engine Internal Queues Status
From the Process Engine page, click a process engine name to view the
Engine Internal Queues page.
The following table lists the engine internal queues:
Metric Description
Total load The percentage of processing load across all internal queues
Queue types The names of the queue types in the process management infrastructure
The only queue types that you can configure are the pre-condition, action,
and post-condition queues.
Queue length The number of requests that are currently pending for this queue type
Number of pipelines The number of configured pipelines for each queue type

The Engine Internal Queues page gives status information about the internal queues and
the number of pipelines (if applicable).

Process Engine Metrics
Process Engine metrics include active processes, completed processes,

process errors, total load, status, and more.
Process Engine metrics are monitored in the Administration tool of CA

PPM on the Process Engines tab.
The Process Engines tab is accessed from the Process Engines link under
Data Administration.

The Process Engines view provides key metric data on the status of the process instances
and pipelines data. This enables you to quickly evaluate if a particular area of the process
engine needs further investigation.
You can drill down on a process engine instance name for more details about the process
engine and see the Pipeline List section for that engine.

Review Question 1
What keeps track of all the executing processes, controls the event flow, and
helps in managing the workflow execution?
A Event Manager
B Wake-up signal
C Process engines
D Background services


Review Question 1
What keeps track of all the executing processes, controls the event flow, and
helps in managing the workflow execution?
A Event Manager
B Wake-up signal
C Process engines
D Background services

The correct answer is C. The main purpose of process engines is to keep track of all the
executing processes, controls the event flow, and helps in managing the workflow
execution. See page 10-5.

Pipelines Overview
Monitoring pipelines enables you to increase

efficiency by enabling load balancing on the system.
Pipelines are used to convey streams of processing events from a producer

to one or more consumers and to let each consumer control the data seen
by later consumers.

In this task, you will view how to monitor pipelines.

Monitor Pipelines
To effectively monitor a pipeline, you need to understand:
Pipeline Types
Pipeline Configuration
Event Wait List
Engine Internal Queues Monitoring
Pipeline Loads Monitoring


Pipeline Types
The Pre-condition
Pipeline Queue is Pre-condition
Pipeline 0
a type of pipeline.
Pre-condition Pipeline Queue
Pre-condition
Pipeline 1
Action Execution
Pipeline 0
Action Execution
Process Loader
Pipeline Queue
Action Execution
Pipeline 1
Post-condition
Transition Pipeline 0
Post-condition and Transition
Pipeline Queue
Post-condition

A pipeline is considered to be a worker thread. Worker threads are operating system

threads used to service batches of SQL Server commands submitted to the database.
In this diagram, the processing events are loaded into the pipeline by the process loader.
In CA PPM, the pipeline queue flows between the following types of pipelines:
Pre-condition Pipeline Queue
Action Execution Pipeline Queue
Post-condition and Transition Pipeline Queue
Note: Processes will fail when a step cannot be performed or a condition has not been
met.

Pipeline Configuration
The Configure Pipelines page is accessed by selecting a process engine from

the Process Engines tab and clicking Configure Pipelines.
The number of pipelines

configured for these
queues is displayed in
this view.

On the Configure Pipelines page, you can add more pipelines to reduce bottlenecks in
pipeline queues or remove pipelines from each queue. Each queue can have as many as
five pipelines.
Important: The default values will serve the environment needs in most cases. The
default pipeline values (five) should not be changed unless directed by CA Support.
Contact CA Support for additional information about when to change the values.

Event Wait List
A user can force the evaluations of all step instances waiting on Event Wait
List by clicking Run Event Waiting Steps:
Event Wait List shows step instances waiting for events to arrive for
condition evaluations.
Post-condition
Post-condition and Transition
Pipeline Queue Event Wait List
Post-condition
Post-condition: Result = False Event Arrives

Idea Status = Approved Idea Status = Submitted for Idea Is Updated
Approval
Event Handler
Event Manager
This diagram shows a sample Post-condition and Transition pipeline queue.
Events are also action items.

Engine Internal Queues Monitoring
The Process Engine Internal Queues view provides information:

Number of loaded process instances
Number of step instances waiting for events
Any exceptions (Retry Wait List)
Number of jobs in the Pre-condition Pipeline Queue
Number of jobs in the action Execution Pipeline Queue
Number of jobs in the Post-condition Pipeline Queue

The Engine Internal Queues view is accessed from the Administration tool. On the Data
Administration menu, click Process Engines and then, on the Process Engines tab, click a
process engine link. The Engine Internal Queues view appears and provides information
about the total queue length and total load on the selected process engine.
When monitoring a process engine for bottlenecks, it is useful to look at the queue
length of pipelines and the time it takes to process steps between pipelines. The
processes in the pipeline queues refresh every 30 seconds.
If the value in the Total Load column always tries to reach maximum, it is a good
indication that the system requires another process engine. Based on the hardware
configuration of the system, another background service can be configured to distribute
the load.

Pipeline Loads Monitoring
The Pipelines view of the Process Engine provides information about the
pipeline loads.
It displays:
Total pipeline load
Last load snapshot
Last heartbeat
Total of the time that the engine used for processing since the engine start
time

From the Process Engines page, click a process engine name to view the pipeline loads.
The following information lists the pipeline metrics:
Run status indicates whether the process engine is working.
Last heartbeat represents the last response from the background server to the thread.
Last load snapshot is the percentage of engine time in the last time window that was
used for processing. A time window is a variable time slice driven by many factors,
such as load on each engine.
Start time is the time the engine started.
Total processing time is the total time that the engine used for processing since the
engine start time.

Lab Exercise
Monitor process engine pipelines

See lab 10-1 Monitor Process Engine Pipelines.


Viewing Event Messages for Processes
Viewing event messages enables you to view system-

wide event messages across all process engines.
The Events tab displays received

and sent system wide event
messages for all Process
Engines:

An example of an event would be to create and update an object. The event messages
are accessed from the Administration Tool. In the Data Administration menu, click
Process Engines and then click the Events tab. On the Events tab, you can view the
following information about the last 20 events received and the last 20 events sent:
Event Category: The process component where the event is happening, such as a step,
a step action, the process properties, and so on
Event Type: The type of event, such as Object - Create or Object - Update
Event Initiator: The process system area where the event was initiated (This can be a
process, a process template, or any other area of the CA system.)
Received or Sent: The date and time the event was received or sent
Resource: The resource involved as part of the event, for example, the process
initiator, the resource who re-tried a step instance, an approver of an action item
Process Engine: The process engine for which you are viewing event messages
See the CA PPM Administration Guide for more information about events.

Monitoring Process Escalations
The Escalations Job Status section provides the list of escalation jobs and
monitors job statuses:
Note: For an escalation, always try to know the object, process name, and
the process instance ID.

Another type of event message is a process escalation. Process escalations are accessed
from the Administration tool. In the Data Administration menu, click Processes and then
click the Escalations tab.
It is helpful to know when the escalation was started, when the next escalation will
happen, and when the escalation has completed, or when a resource has acted on the
step. You can view this information under Escalation Object Filter.
See the CA PPM Administration Guide for more information about escalations.

Lab Exercise
View event messages for active processes

See lab 10-2 View Event Messages.


Review Question 2
How many pipelines can be handled by each queue?
A 2
B 3
C 4
D 5


Review Question 2
How many pipelines can be handled by each queue?
A 2
B 3
C 4
D 5

The correct answer is D, 5. See page 10-14.

Review Question 3
Where can you view system wide event messages across all process engines?
A Events tab
B Escalations tab
C Process Engines tab
D Engine Internal Queues


Review Question 3
Where can you view system wide event messages across all process engines?
A Events tab
B Escalations tab
C Process Engines tab
D Engine Internal Queues

The correct answer is A, Events tab. See page 10-19.

Module Summary

Describe the process engine monitoring tool
Monitor pipelines
View event messages

Build password expressions.


Build Password Expressions 11 - 1
Build Password Expressions
In this module, you will identify why password rules are necessary to prevent
unauthorized access to CA PPM and how to create effective expressions for custom
password rules.

Module Objectives

Identify general password options
Create password expressions

Applying general password options
enables you to prevent
unauthorized access to CA PPM.
Creating password expressions enables
you to set custom password rules that
enhance the security of CA PPM.

Module 11: Build Password Expressions 2 of 22

Whiteboard
After installing CA PPM and the associated software, there are several post
installation tasks to perform.
In this module, you will see how to build password expressions.
Monitor
Engine


Secure Authorization with Robust Passwords
Applying general password options enables you to

prevent unauthorized access to CA PPM.
To make it more difficult for unauthorized users to guess CA PPM user

passwords, you can create password rules that require resources to
create more complex passwords.
For example, you might create a password rule that all passwords should
contain a combination of alphanumeric and special characters.
This password rule would result in any passwords created that do not conform
to the rules being rejected by CA PPM.

In this task, you will learn about managing passwords for CA PPM and changing password
options.

Managing Passwords
CA PPM enables you to create password rules to make authorization more

secure by:
Limiting the number of times a user can enter an invalid user name or
password
Setting an expiration period for a password
Setting a minimum number of characters for a password
Setting up controls on reuse of passwords
Forcing password changes at first login

You need the Administration - Application access right to manage password options.

Change Password Options
Administrators configure password options by clicking the System Options

link under the General Settings menu in the Administration tool. Remember
that:
Regular expressions are used to define password rules.
These are global settings that affect all system users.

The active sessions time should be limited to a minimum because too many inactive
sessions from users on the web server leaves unused sessions open. Although web
servers enable many sessions, there is a limit.

Review Question 1
Which CA PPM user accounts are affected when you use regular expressions
for password rules?
A All user accounts
B Administrator's account only
C All user accounts in a single country
D All user accounts in a particular department


Review Question 1
Which CA PPM user accounts are affected when you use regular expressions
for password rules?
A All user accounts
B Administrator's account only
C All user accounts in a single country
D All user accounts in a particular department

The correct answer is A. CA PPM administrators use general expressions to create

password rules that apply in the global scope of the application. See page 11-6.

Password Expressions
Creating password expressions enables you to set

custom password rules that enhance the security of
CA PPM.
A password expression is a formula for matching strings that follow a pattern:

CA PPM password expressions use regular expression rules, which make CA
more secure by enforcing company password policies.
Rules make passwords more complex and difficult to hack.
An example of a password expression would be:
^(?=.*\d)(?=.*[a-z])(?=.*[A-Z]).{4,8}$

In this task, you will create password expressions to enforce custom password rules that
enhance the security of CA PPM.
Regular expressions are made up of normal characters and metacharacters. Normal

characters include uppercase and lowercase letters and digits. A metacharacter is a
character used to carry a special meaning.
The example show requires that the password be 4 to 8 characters long and contain at
least one each of the following characters, a numeric digit, a lowercase letter and an
uppercase letter. Spaces and punctuation characters are not permitted.

Metacharacters
Metacharacter Description Expression Matches

. Matches any single character r.t rat, rut, or r t
$ Look for characters at the end of a string CA$ I like CA
^ 1 - Look for characters at the start of a ^project project managers are heroes
string OR
2 - it means negation when in brackets [] [^ZZ] This does not begin with ZZ
* Matches zero or more characters (?=\w*[a-z]) rat, rut, or
\s Whitespace Character a\sc a c
[] Brackets indicate a valid character set [A-Za-z] abc or Abc

(must start with an upper or lower
case character)
{} Explicit quantifier notation representing \w{2,} Ab or Abbc
the number of characters limit

To use one of these metacharacters without special meaning, you must precede it with a
backslash (\) or enclose it within quotation marks. Bypassing the special meaning of a
metacharacter is called escaping or quoting the character.
For more information, see the Set Password Options and Inactivity Rules section of the
CA PPM Administration Guide.
For more information on regular expression syntax also see:

http://en.wikipedia.org/wiki/Regular_expression

Metacharacters Continued
Metacharacter Description Expression Matches

() Logical grouping of an expression (abc){2} abcabc
| Choice. Matches one or the other. CA|PPM CA or PPM
+ Matches one or more of the preceding ab+c abc, abbc, or abbbc

occurrences
? It applies rules on zero or more ab?c ac, abc, or abbc
preceding characters that comes after it
on a regular expression
= It means that there must be a match (?=.*\d) 0, 21, or 999999


Metacharacters Continued
Metacharacter Description
\d Contain at least one digit from 0-9
\D Non-digit: [0-9]
\w Any valid alphanumeric character: [a-zA-Z-0-9]
\W Non-word character: [^\w]
(?=.*[0-9]) Must contain one digit from 0-9
(?=.*[a-z]) Must contain one lowercase character
(?=.*[A-Z]) Must contain one uppercase character
.{4,8} Length must be at least 4 characters and maximum of 8
(?=.*[@#$%]) Must contain one special character in the string

0-9 means numeric characters.
A-Z means uppercase letters.
a-z means lowercase letters.

Create Password Expressions
Step-by-step process to create password expressions:

1. Log in to CA PPM with administration rights.
2. Access the Administration tool.
3. In the General section, click System Options, the System Options page
appears.
4. Clear the Minimum Password length and click the Define Custom Expression
option button.
5. Under the Password Rules group, in the Regular Expression field, type the
expression.
6. Specify an error message to explain the correct password format.
This message will appear when a user enters an incorrectly formatted
password.

Changing the password expression only affects passwords created after the expression
has been changed, unless Force Password Change is clicked. If clicked, all users, including
administrators, will be forced to change the password to follow the expression
parameters.

Exercise
Criteria for Example 1 Criteria for Example 2 Criteria for Example 3

>= four characters >= six characters >= six characters
<= eight characters Include Include
Include at least: One digit Two digits
One uppercase letter One lowercase One lowercase
One lowercase letter character character
One numeric digit One uppercase One uppercase

character character
One special character One special character
Exercise
Use the given criteria to figure out the password expressions for
these examples.


Exercise
Criteria for Example 1 Criteria for Example 2 Criteria for Example 3

>= four characters >= six characters >= six characters
<= eight characters Include Include
Include at least: One digit Two digits
One uppercase letter One lowercase One lowercase
One lowercase letter character character
One numeric digit One uppercase One uppercase

character character
One special character One special character
Solution
Example 1: ^(?=.*\d)(?=.*[a-z])(?=.*[A-Z]).{4,8}$
Example 2: ^(?=.*\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[^0-9a-zA-Z]).{6,}$
Example 3: ^(?=(.*\d{2}))(?=.*[a-z])(?=.*[A-Z])(?=.*[^0-9a-zA-Z]).{6,}$


Lab Exercise
Create a password expression in the Administration tool

See lab 11-1 Create a Password Expression.
Revise a password expression and error message from the previous lab
See lab 11-2 Revise the Password Expression.


Review Question 2
What does CA PPM use to define password rules?
A Globbing
B Variables
C Algorithms
D Regular expressions


Review Question 2
What does CA PPM use to define password rules?
A Globbing
B Variables
C Algorithms
D Regular expressions

The correct answer is D. CA PPM use regular expressions define password rules. See page
11-6.

Review Question 3
Which expressions would you use to find the term dog? (Choose two.)
A d.g
B d?g
C d*g
D d\sg


Review Question 3
Which expressions would you use to find the term dog? (Choose two.)
A d.g
B d?g
C d*g
D d\sg

The correct answer is A and C, d.g. and d*g. See page 11-10.

Module Summary

Identify general password options
Create password expressions

Administer CA PPM services




Administer CA PPM Services 12 - 1
Administer CA PPM Services
When you install, upgrade, configure, and monitor CA PPM, you use the CSA application
to perform most of these tasks. You also use the command-line utilities instead of CSA.

Module Objectives

Manage CA PPM services

Managing CA PPM services enables you to
perform a variety of database, index, and system
tasks for better efficiency and optimized product
performance.

Module 12: Administer CA PPM Services 2 of 12

Whiteboard
post installation tasks to perform.
In this module, you will see how to administer CA PPM services using
command-line utilities.
Monitor
Engine


Command-line Utilities Overview
Managing CA PPM services enables you to perform a variety of

database, index, and system tasks for better efficiency and
optimized product performance.
CSA provides command-line utilities that can be used to manage CA PPM

services:
These command-line utilities are reserved for special cases when you need a
command-line interface to CA PPM.
These command-line utilities will work with all CA PPM services.

In some cases, a task may only be executed with a command-line utility. For example, the
XDM configuration engine is available only through the admin command-line utility.
You can use these commands line utilities to accomplish many of the same tasks that you
perform using CSA. You can also use these command-line utilities in scripts to automate a
variety of system administration tasks.
Example commands include:

service start app starts the CA PPM application
service stop nsa stops the CSA (nsa) service

Using Command-line Utilities
Use command-line utilities when:
You only need to restart the CSA or a Beacon service
You need to use scripts to automate available tasks
You do not have access to CSA
Note: You can combine different commands from the command line.
For example, the following combination can be used to restart the app and
bg services:
service stop start app bg

To run command-line utilities, the admin user must be logged on to the CSA server.
For more information about command-line utilities, see the CA PPM Administration
guide.

The CAPPM_home/bin Directory
The cappm_home/bin directory contains the following files:


Service Command - Line Interface
You can use the service command - line interface utility in scripts to
automate a variety of system administration tasks.
The service command has the following format:
service start|stop|status|add|clone|remove|deploy|destroy {all|service

name} [-info] [-verbose] [-help]
Attribute Function Attribute Function

start Starts all or specified services clone Creates copies of the CA Application
(app) or CA Background (bg) services
stop Stops all specified services
remove Deactivates all or specified services
status Displays the status of all specified on a local server
services
deploy Disperses settings to servers in the
add Activates all or specified services cluster
on a local server

Sometimes, you may need to start, stop, or manage services from the command line,
outside CSA. For this, you will need to use the service command-line interface.

Review Question
When do you need to use command-line utilities?
A When a Beacon service must be stopped or started
B When you need to perform administrative functions
C When you need to perform maintenance functions only
D When you copy files from the CA PPM application server to a new server


Review Question
When do you need to use command-line utilities?
A When a Beacon service must be stopped or started
B When you need to perform administrative functions
C When you need to perform maintenance functions only
D When you copy files from the CA PPM application server to a new server

The correct answer is A. You use command-line utilities when a Beacon service must be
stopped or started. See page 12-5.

Module Summary

Manage your CA PPM services


Course Summary
You are now able to do the following:

Create an effective base environment for CA PPM.
Build an effective and robust hosting environment for CA PPM & Data
Warehouse by installing Apache Tomcat.
Align projects and programs with strategies, goals, and objectives by installing
CA PPM.
Properly configure Oracle to store and manage CA PPM application data in the
transactional and warehouse databases.
Enable users to run a wide range of useful reports by installing and configuring
Jaspersoft.
Customize CA PPM to meet specific IT requirements.
Extend the functionality of the product by integrating client applications.
Help ensure continuous availability by backing up the application and the
database.
Manage and run jobs to increase efficiency by automating job execution.


Course Summary Continued
You are now able to do the following:

Monitor background services on the process engine to increase process engine
efficiency and view event messages.
Create effective expressions for custom password rules to prevent
unauthorized access to the CA PPM application.



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CAPPM14.

CA PPM 14.3: Installation with Oracle 200

2016 CA. All rights reserved.

CA PPM 14.3: Installation with Oracle 200

Welcome to CA PPM 14.3: Installation with

This course was designed for

In your job, you are responsible for

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

1. Select your country

2. Select Support , then Learning Paths

CA PPM 14.3: Installation with Oracle 200

Join MyCA and Take Advantage of CA Communities

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CA PPM 14.3: Installation with Oracle 200

Social Media with CA Technologies Education

Join the CA Technologies Join the CA Technologies

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

Technical Publications at CA Technologies

Feedback or questions about any of the CA Technologies products

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

About This Course

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

Module 1: Set Up the Environment

Module 2: Install Apache Tomcat

Module 3: Install CA PPM

Module 4: Configure Oracle Database for CA PPM

Module 5: Install Jaspersoft Report Server

Module 6: Configure CA PPM Using CSA

Module 7: Perform Post-Installation Tasks

Module 8: Perform Backups and System Recovery

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

Course Agenda Continued

Module 9: Manage Jobs

Module 10: Monitor Background Services on the Process Engine

Module 11: Build Password Expressions

Module 12: Administer CA PPM Services

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

After this course, you will be able to:

Create an effective base environment for CA PPM

Align projects and programs with strategies, goals, and objectives by

Properly configure Oracle to store and manage CA PPM application data

Enable users to run a wide range of useful reports by installing and

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

Course Objectives Continued

After this course, you will be able to:

Customize CA PPM to meet specific IT requirements

Extend the functionality of the product by integrating client applications

Help ensure continuous availability by backing up the application and the

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

2016 CA. ALL RIGHTS RESERVED.

CA PPM 14.3: Installation with Oracle 200

Set Up the Environment

CA PPM 14.3: Installation with Oracle 200

CA PPM 14.3: Installation with Oracle 200

After completing this module, you will be able to: