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PPM Optimization Workbench Installation Guide

Release 00010

http://www.platinumdb.com

March 2011

Contents Table of Contents


I n troduction Purpose Integration System Requirements and Prerequisites For Installing Performing the installation of PPM Optimization Workbench 00010 Post-installation steps For PPM Optimization Workbench 00010 ABAP repository object checks of PPM Optimization Workbench 00010 Configuration of PPM Optimization Workbench 00010 3 3 3 3 5 11 14 15

I ntroduction
Purpose
This guide describes the steps required to install PPM Optimization Workbench 00010. The guide is not intended to address the implementation steps that will be required to make the functionality accessible through either the Client SAP Enterprise Portal or website. It specifies the sequence of the installation activities and their dependencies. The target groups for this guide are the following: Technical consultants Application consultants Project team members SAP Customer IT department

Integration
PPM Optimization Workbench 00010 runs on the SAP NetWeaver Application Server (SAP NetWeaver AS) Component of SAP NetWeaver 7.02 with SP06 or higher. The guide does not address the implementation steps that will be required for SmartOrg Portfolio Navigator 4.0 or SAP Business Objects 3.1/4.0 setup. These setup steps are covered in separate documents. SmartOrg Portfolio Navigator 4.0 is typically setup by SmartOrg analysts, occasionally in SaaS (Software As A Service) model.

System Requirements and Prerequisites For Installing


An SAP PPM 5.0 system based on SAP NetWeaver 7.02 with SP06 as the minimum patch level Minimum patch level of SAP PPM 5.0 is SP4 In most installations PPM Optimization Workbench 00010 has negligible hardware footprint.

Large implementation (over 10,000 project transfers per day) 4GB of RAM, CPU = 2500 SAPS Small & mid-size implementations 50 to 900 MB of RAM, CPU = 50 to 250 SAPS Disk/storage space requirements are very insignificant. SAP Enterprise portal, patch levels corresponding to underlying NetWeaver stack levels 7.02 S06. SmartOrg Portfolio Navigator 4.0 fully configured installation (Optional, only required for reporting functionality) SAP Business Objects 3.1 or higher installation

Current versions of kernel, tp and R3trans.

tp and R3trans levels have to match SAP requirements for patch requirements in NetWeaver 7.02 SP 06. Current SPAM / SAINT Update

SPAM / SAINT update levels have to match SAP requirements for support package level requirements in NetWeaver 7.02 SP 06. Check whether the following prerequisites are met in your system:

Prerequisite software components (see table CVERS)

Component SAP_BASIS SAP_ABA


o Prerequisite support package levels

SAP PPM 5.0 702 702

SAP_BASIS 702 SAP_ABA 702

Support Package 6 Support Package 6

Additional information about the installation

Space required in the transport directory Net runtime

Approx. 2 MB Approx. 5 minutes.

Performing the installation of PPM Optimization Workbench 00010


..

1. Activate CI_RPM_ITEM_ATT structure if its not active already. This step is not necessary if SAP PPM 5.0 has been installed, activated, and at least one custom PPM field is added in the system. If this is a brand new installation of SAP PPM 5.0 then activate CI_RPM_ITEM_ATT structure after inserting one DUMMY field into it as it is shown in the screenshot below.

For installations in systems with closed configuration one can use a transport of such activation change from a development system.

2. Insert the Add-On Installation CD or make it available via general disk storage Extract the Add-On package such that S210020598664_0000012.PAT file is in EPS/in directory.

3. Log on to your SAP system in client 000 and as a user that has SAP_ALL authorization. Do not use the user SAP* or DDIC. 4. Loading add-on package into the system These instructions contain steps for loading the add-on from application server. Load the packages into your system from application server using transaction SAINT. For more information about this, see the online documentation for Add-On Installation Tool. To do this, choose the help function in the application toolbar and navigate to Online Docu Loading Installation Packages.

Choose the menu path 'Installation Package -> Load Packages -> From Application Server'.

Confirm the package directory (default /usr/sap/trans/EPS/in) Click Start to start the installation Highlight the PLATDB Add-On and click Continue

Click Continue

Click Continue

Click No

Enter password 9C90DE3EBC and click the green check icon

Click the green check icon

Click Finish to complete the installation

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Post-installation steps For PPM Optimization Workbench 00010


Execute SGEN transaction for SAP PPM 5.0 and PPM Optimization Workbench 00010 components to generate runtime objects for the application. Create Logical Port for PPM Optimization Workbench 00010

Transaction SOAMANAGER -> Seach Single Services for *platdb* naming pattern in Consumer Proxies and Both Names parameters. Apply Selection -> Configuration -> Create Logical Port

Use /PLATDB/LP_SO as the name Use User ID and password as provided by SmartOrg Portfolio Navigator installation In Messaging tab: Use Suppress ID Transfer in Message ID Protocol Use Minimal Data Transfer in Data transfer scope

In Transport Settings tab Use /asmx/interop/ProjectManipulation.asmx?WDSL in URL access path Specify relevant SmartOrg server name and port

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In Operation Specific tab Use http://www.smartorg.com/extAPI/ManipulateProject string in SOAP action for ManipulateProject operation. Save.
Create End Points For PlatinumDB WebServices Transaction SOAMANAGER Search for *platdb* naming pattern under service parameter Create end points for both services, use the included screenshots as references

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Use No Authentication for PLATDB_RPM_SO_INTEGRATION service Use UserID/Password for PLATDB_WS_SMARTORG_CFO_DATA service

Activate Internet Communication Services Activate Internet Communication Services in transaction SICF for services with the name pattern of *platdb* Import PPM Optimization Workbench 00010 SAP portal archive

- Place the provided PPM Optimization Workbench 00010 portal archive into pcd/Import directory - In SAP portal -> System Administration -> Transport -> Transport Packages -> Import

Configure/change server pointers in iViews in Portal Content -> Content Provided By Other Vendors -> PPM Optimization Workbench -> iViews Change WebDynpro Component Name in Optimization Cockpit Add PPM Optimization Workbench portal role to relevant users Install/Configure SAP Business Objects 3.1 or later as a Reporting Option (see SAP documentation in http://help.sap.com -> Business Objects) Install/Configure SmartOrg Portfolio Navigator 4.0 (see http://www.platinumdb.com/ppmworkbench for documentation locations) Adjust server names and other Business Objects related configuration

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ABAP repository object checks of PPM Optimization Workbench 00010


Use transaction SE80 to check the contents of imported add-on, use the included screenshot as a reference.

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Configuration of PPM Optimization Workbench 00010


Configuration steps below are example steps of a minimum SAP PPM 5.0 configuration thats necessary for communication with SmartOrg Portfolio Navigator. In systems where SAP PPM 5.0 is already active and configured many of these steps are already done as part of SAP PPM 5.0 implementation. The steps below can be executed exactly as shown only in brand new SAP PPM 5.0 installations. Configure Review ID to be used in SmartOrg Portfolio Navigation integration Use transaction SM30 make an entry in /PLATDB/DT_KEYPN table

Define ZSMARTORG portfolio type SPRO-> potf.dependent settings -> zsmartorg ->

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Configure linking of portfolio type to financial category:

One can use standard three categories:

Define Portfolio Item Types

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Setup item statuses, nothing in item next statuses:

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Define custom field configuration

Field Name Object Type

Work Area RIH Item

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Create Review statuses

Create Next Statuses

Do the same configuration for What-Ifs as the steps above for Review Statuses

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Configure PPM Optimization Workbench 00010 fields to be included in the implementation

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