33CLR2401LG1 PDF

CAPPM14.
3:
InstallationwithMS/SQL200
<Brand><Product>
Clarifier(whatcomesafterthecolon)
LabGuide
LabGuide

33CLR24019 <coursecode>
33CLR2401LG1 <inventorycode>
PROPRIETARYANDCONFIDENTIALINFORMATION
2016CA.Allrightsreserved.CAconfidential&proprietaryinformation.ForCA,CAPartnerandCA
Customeruseonly.Nounauthorizeduse,copyingordistribution.Allnamesofindividualsorofcompanies
referencedhereinarefictitiousnamesusedforinstructionalpurposesonly.Anysimilaritytoanyreal
personsorbusinessesispurelycoincidental.Alltrademarks,tradenames,servicemarksandlogos
referencedhereinbelongtotheirrespectivecompanies.TheseMaterialsareforyourinformational
purposesonly,anddonotformanytypeofwarranty.Theuseofanysoftwareorproductreferencedinthe
Materialsisgovernedbytheendusersapplicablelicenseagreement.CAisthemanufacturerofthese
Materials.ProvidedwithRestrictedRights.
CAPPM14.3:I
C InstallationwitthMS/SQL2000
Lab11In
nstallJ2SESDKonWindows1
Lab12SSetUpEnviro
onmentVariiables2
Lab21In
nstallApach
heTomcat5
nstallCAPPM7
Lab31In
Lab41C
CreatetheCA
APPMDatabase11
Lab42C
CreatetheCA
ADataWare
ehouseDataabase14
Lab51In
nstallTomcaatforJasperrsoft19
Lab52C
CreatetheCA
APPMJaspe
ersoftSQLSe
erverDatabaase21
Lab53In
nstallJasperrsoftonWindows23
Lab54C
ConfigureJasspersoft31
Lab61C
ConfigureCA
APPM,DataWarehouse
e,andJasperrsoft33
Lab62In
nstallPMOA
AcceleratorandJasperso
oftContent39
Lab63C
Completethe
eSetupandRunIntegraationJobs41
Lab64R
RunaHealth
hReport48
Lab65SSetLogFileO
Options50
Lab66V
ViewServerLogsinCSA53
Lab71V
ValidatetheCompleteIn
nstallation55
Lab72In
nstallOpenWorkbench57
nstalltheMicrosoftProjjectInterfaccewithSchedduleConnecct60
Lab73In
Lab81B
BackUptheApplication67
Lab82B
BackUptheCAPPMTransactionalD
Database69
Lab83R
RestoretheA
Application71
Lab84R
RestoretheC
CAPPMTran
nsactionalD
Database74
Lab91SScheduleaJo
ob77
Lab92V
ViewtheJob
bLog79
Lab93C
CreateaNew
wJobDefinittion81
Lab94R
RunaReportt85
Lab101MonitorPro
ocessEngine
ePipelines89
Lab102ViewEventMessages91
Lab111CreateaPasswordExprression93
TOC1
2016CA.Allrightsreeserved.

CAPPM14.3:InstallationwithM S/SQL200
LLabChallengge112RevissethePassw
wordExpresssion9
95
A
AppendixA:SolutiontoLabChallengge9
97
AppendixB:CATechnolo
A ogiesDynam
micLabEnvirronment9
99
D
DynamicLab
bEnvironmentAccessan
ndUserGuid
de10
00
SSelfDirected
dLearningAccessandIn
nstructions10
01
B
BestPractice
es10
05
oting10
TTroubleshoo 06
TOC2
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2016CA.A
Allrightsreserveed.

Module 1: Set Up the Environment
Lab 1-1 Install J2SE SDK on Windows
Goals Install J2SE SDK on Windows.
Time 10 - 20 minutes
Instructions:
Note: A demonstration for each of the lab exercises in this course is available from the
C:\LEARNING MATERIALS folder of the training system. A link to this folder is located on the
Desktop. If you have trouble following the lab steps, open the folder and click the
MSSQL_Installation_Lab_Files link to open the list of labs. Then follow the instructions and use the
above lab reference to launch the demonstration.
1. Navigate to the following folder on your installation environment:

C:\InstallMedia\clarityv143\Java
2. Right-click jdk-8u40-windows-x64.exe and click Run as administrator.

The Java SE Development Kit 8 Update 40 (64-bit) wizard appears.
3. Click Next.
4. On the Custom Setup screen:

a. Click Change.
b. In the Folder name field, replace the default name with the following:
C:\CAPPM\Java\jdk1.8.0_40\
c. Click OK.
d. Click the icon next to Source Code and then click This feature will not be available.
e. Click the icon next to Public JRE and then click This feature will not be available.
f. Click Next.
The Status bar appears.
5. On the Complete screen, to complete the installation process, click Close.
6. Close Windows Explorer.
CA Technologies CA PPM 14.3: Installation with MS/SQL 200 1
COMPANY CONFIDENTIAL AND PROPRIETARY INFORMATIONDUPLICATION IS PROHIBITED

Lab 1-2 Set Up Environment Variables
Goal Set up environment variables.
Time 10 minutes
Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the
MSSQL_Installation_Lab_Files link to access demonstrations for the labs.
1. To navigate to Advanced settings, on the desktop, perform the following:

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

The Environment Variables dialog appears.
3. Under System variables, click New.
4. In the New System Variable dialog, type the following and click OK:
Variable name JAVA_HOME
Variable value C:\CAPPM\Java\jdk1.8.0_40
Note: This is the folder name where JDK is installed.
5. Through Windows Explorer, create the following home folder for the installation of CA PPM:
C:\CAPPM\CAPPM143
2 CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

6. Return to the System Properties window and click the Advanced tab.
7. On the Environment Variables dialog, under System variables, click New, type the following
variable, and click OK:
Variable name CAPPM_HOME
Variable value C:\CAPPM\CAPPM143
JAVA_HOME is a known environment variable name used by the XML Open Gateway (XOG) and
the CA PPM installer. CAPPM_HOME is not and is therefore optional. However, it can be useful
if the home folder for CA PPM changes location because you will only need to modify the
environment variable and not the PATH variable directly.
8. In the System variables list, click the Path variable.
9. Double-click the Path Value link.

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

You have set up the environment variables.
It might be useful to test these environment variables to make sure they are set correctly
12. The following steps can be performed as a test:

a. To open a Command Prompt window, double-click the Command Prompt icon on the
desktop.
b. In the Command Prompt window, type each of the following and press Enter:
i. echo %JAVA_HOME%
Note: Make sure there is a space between 'echo' and '%JAVA_HOME%'.
The response should be:
C:\CAPPM\Java\jdk1.80_40
ii. echo %CAPPM_HOME%
Note: Make sure there is a space between 'echo' and '%CAPPM_HOME%'.
C:\CAPPM\CAPPM143
iii. path
The response should include JAVA_HOME and CAPPM_HOME at the start, as follows:
C:\CAPPM\Java\jdk1.8.0_40\bin; C:\CAPPM\CAPPM143\bin;C:\Windows\system32;
C:\Windows;C:\Windows\System32\Wbem;C:\Windows\System32\WindowsPower

Shell\v1.0\; C:\PROGRA~2\CA\SC\CAM\bin; C:\Program Files\Microsoft SQL

Server\110\DTS\Binn\;C:\Program Files (x86)\Microsoft SQL
Server\110\Tools\Binn\;C:\Program Files\Microsoft SQL
Server\110\Tools\Binn\;C:\Program Files (x86)\Microsoft SQL
Server\110\Tools\Binn\ManagementStudio\;C:\Program Files (x86)\Microsoft Visual
Studio 10.0\Common7\IDE\PrivateAssemblies\;C:\Program Files (x86)\Microsoft
SQL Server\110\DTS\Binn\
iv. Java -version
java version "1.8.0_40"
Java(TM) SE Runtime Environment (build 1.8.0_40-b01)
Java HotSpot(TM) 64-Bit Server VM (build 24.65-b04, mixed mode)
c. To close the Command Prompt window, enter the following command:
Exit
It is common practice to put Java, Tomcat, and CA PPM into the same C:\CAPPM folder.
13. Close the command window.

Module 2: Install Apache Tomcat
Lab 2-1 Install Apache Tomcat
Goals Install Apache Tomcat to host your CA PPM application.
Time 5 - 10 minutes
Instructions:
1. Navigate to the following directory on your computer:

C:\installMedia\clarityv143\Tomcat
2. Extract the contents of the apache-tomcat-8.0.20-windows-x64.zip file to the following folder:

C:\CAPPM
(The contents are automatically extracted to a subdirectory named apache-tomcat-8.0.20).
3. Close the screens.

Module 2: Install Apache Tomcat

Module 3: Install CA PPM
Lab 3-1 Install CA PPM
Goals Install CA PPM.
Instructions:
Note: Some installation processes can take several minutes to complete. Therefore, you will
sometimes need to wait before proceeding to the next step.
Copy Files to a Staging Area
1. Navigate to the following folder on your server:

C:\CAPPM
2. Click New folder.
3. Create the following directory and press Enter:

C:\CAPPM\staging
Copy Two Files into Staging
4. Copy the install.jar file from the C:\InstallMedia\clarityv143 directory to the

C:\CAPPM\staging directory. (Note: Copying the file will take a few minutes).
5. Copy the thirdparty.libs.14.3.0.jar file from the C:\InstallMedia\clarityv143\

thirdparty.libs.14.3.0 directory to the C:\CAPPM\staging directory. (Note: Copy the file and not
the folder).
Important: When you open the Command Prompt window for the next series of steps, it is
important to run it as an administrator. This avoids permission issues that might arise when the
installer attempts to register the NSA and Beacon services.
6. Right click the Command prompt and click Run as administrator.
7. In a command window, which must be run as administrator:

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

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

jar -xvf install.jar
Note: The extraction might take several minutes.
c. To run the installation file, at the c:\CAPPM\staging> prompt, enter the following
command:
install.bat
d. To designate a new installation directory, at the Home Directory prompt, enter the
following:
c:\CAPPM\CAPPM143
e. If the J2SDK 1.8.0 home directory is already set to C:\CAPPM\Java\jdk1.8.0_40, press
Enter.
f. To accept the default Beacon Multicast Address, press Enter.
g. To accept the default Beacon Multicast Port, press Enter.
h. To accept the default Beacon Client Port, press Enter.
i. To assign Apache Tomcat as the J2EE Server Vendor, enter the following option:
1
j. To install the CA PPM System Administrator Application, at the prompt, type true and press
Enter.
k. To designate a new Tomcat 8 home directory, at the prompt, enter the following:
C:\CAPPM\apache-tomcat-8.0.20
l. To assign a default CSA Web port, at the prompt, press Enter.
m. To confirm your settings, enter the following command:
y
n. To designate the Operator user name, at the prompt, enter:
lab_1_3_installer
o. To enter the operator email address :(name@abcabc.com), at the prompt enter:
lab_1_3_installer@ca.com
p. To confirm your settings, enter the following command:
y
q. To acknowledge that you have reviewed the CA PPM Installation Guide and Change Impact
Guide, enter the following:
true
r. To confirm your settings, enter the following command:
y
s. To acknowledge that you have reviewed the Precheck logs and messages enter:
y
t. To confirm this program will execute a new install of 14.3.0.298, enter the following
command:
y
u. To accept the default System Administrator Password, press Enter.
The screen displays the progress of the installation and then displays BUILD SUCCESSFUL.
(The installation will take several minutes).

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


Module 4: Configure Microsoft SQL Server Database for CA PPM and Data Warehouse
Lab 4-1 Create the CA PPM Database
Goals Create the CA PPM SQL Server database.
Time 5 - 10 minutes
Instructions:
Note: As explained in the first lab, open the C:\LEARNING MATERIALS folder and click the MSSQL
Installation_Lab_Files link to access demonstrations for the labs.
In this lab, you will create the CA PPM database, import the
schema, configure the database options, and test the import.
1. Click Start All Programs Microsoft SQL Server 2012 SQL Server Management Studio.
2. To log in to SQL Server Management Studio, verify the information appears in the fields as
follows and then click Connect:
Server type Database Engine
Server name CLARITYT2
Authentication SQL Server Authentication
Login sa
Password edu2k
3. In the left navigation pane, expand Security.
4. Under Security, right-click Logins and click New Login.
5. On the Login - New window:

a. In the Login name field, type the following:
niku
b. Select SQL Server authentication.
c. To enter and confirm the new password, type the following:
Password niku
Confirm password niku
d. Clear Enforce Password Policy.
e. To save this new login information, click OK.

Import the Database
6. In the left navigation pane, expand Databases.
7. Right-click Databases and click Restore Database.
8. On the Restore Database window:

a. In the Destination Database field, type the following:
niku
b. Under Source, click the Device option.
c. To locate the source, click the Browse button ().
d. On the Select backup devices dialog:
i. Click Add.
ii. Navigate to the C:\InstallMedia\clarityv143\Database directory.
iii. In the Files of type list, select All Files(*).
iv. Select mssql_base.db.
v. Click OK.
e. In the Select backup devices dialog, click OK.
f. In the Backup sets to restore section, make sure that the Restore check box for Backup of
niku is selected.
g. To restore the database, click OK.
h. A message appears if the restore is successful. Click OK.
9. Click New Query.
10. In the query pane, create the following queries/commands and press Enter:
(These commands can be copied and pasted from the snippets file in C:\Learning Materials.)
11. ALTER DATABASE niku SET READ_COMMITTED_SNAPSHOT ON

ALTER DATABASE niku SET ARITHABORT ON
ALTER DATABASE niku SET QUOTED_IDENTIFIER ON
ALTER DATABASE niku SET ANSI_NULLS ON
GRANT VIEW SERVER STATE to niku
USE niku
ALTER USER niku WITH LOGIN=niku
EXEC SP_DBCMPTLEVEL niku, 110
GO
sp_configure 'remote query timeout', 0
GO
reconfigure with override
GO
12. Click Execute.

A message indicates that the commands were successful and the timeout was changed.

13. In the Object Explorer, expand Logins and double-click the niku link.
14. Change the default database to niku and click OK.
15. To disconnect from the server, in the left navigation pane, right-click the server name and click
Disconnect.
You do not need to save your query.
16. To close the query pane:

a. Right-click the query pane tab and click Close.
b. To close without saving your changes, click No.
Connect to the niku Database
17. To connect to the niku database:

a. In Microsoft SQL Server Management Studio, Object Explorer pane, click the Connect menu.
b. Select Database Engine.
18. On the Connect to Server dialog:

a. Complete the fields as follows:
Login niku
Password niku
Remember password Select
b. Click Connect.
19. Click New Query.
20. In the Server list, select niku.
21. On the query pane, create the following query:

select * from srm_resources
22. Click Execute.

The results indicate if the command is successful.
23. Close the query pane without saving the changes. The database installation and verification is
complete.
24. Close SQL Server Management Studio.

Lab 4-2 Create the CA Data Warehouse Database
Goals Create the CA PPM Data Warehouse SQL Server database.
Time 5 - 10 minutes
Instructions:
In this lab, you will create the CA PPM Data Warehouse database, import the schema from the
distribution folder, configure the database options create the database link between the Data
Warehouse database and the CA PPM database, and test the CA PPM and Data Warehouse link.
Login sa
Password edu2k

ppm_dwh
Password ppm_dwh
Confirm password ppm_dwh


Import the Database Schema
7. Right-click Databases and click Restore Database.

a. In the Destination Database field, type the following:
ppm_dwh
b. Under Source, select the Device option.
c. To locate the source, click the Browse button ().
d. On the Select backup devices dialog:
i. Click Add.
ii. Navigate to the C:\InstallMedia\clarityv143\Database directory.
iii. In the Files of type list, select All Files(*).
iv. Select dwh_mssql_base.db.
v. Click OK.
e. In the Select backup devices dialog, click OK.
f. In the Backup sets to restore section, make sure that the Restore check box for Backup of
ppm_dwh is selected.
g. To restore the database, click OK.
h. A message appears if the restore is successful. Click OK.
9. Click New Query.
Set System Options and Create Database link
10. Ensure that the Master database is indicated in the main toolbar, then, in the query pane,
create the following query (these commands can be cut and pasted from the snippets file):
ALTER DATABASE ppm_dwh SET ARITHABORT ON
ALTER DATABASE ppm_dwh SET ANSI_NULLS ON
ALTER DATABASE ppm_dwh SET QUOTED_IDENTIFIER ON
ALTER DATABASE ppm_dwh SET READ_COMMITTED_SNAPSHOT ON
GRANT VIEW SERVER STATE TO ppm_dwh
GO
GRANT ALTER ANY LOGIN TO ppm_dwh
GO
GRANT ALTER ANY LINKED SERVER TO ppm_dwh
GO
SP_DEFAULTDB 'ppm_dwh','ppm_dwh'
GO

USE ppm_dwh
GO
ALTER USER ppm_dwh WITH LOGIN=ppm_dwh
GO
EXEC SP_DBCMPTLEVEL ppm_dwh, 110
GO
use ppm_dwh
exec ppm_dwh.cmn_dblink_sp 'ppmdblink','clarityt2','niku','niku','niku'

GO
SP_CONFIGURE 'REMOTE QUERY TIMEOUT', 0
GO
RECONFIGURE WITH OVERRIDE
11. Click Execute.

A message indicates if the command is successful.
12. Close the query pane without saving the changes.
Connect to the Warehouse Database
13. To connect to the Warehouse database:

a. In Microsoft SQL Server Management Studio, click the Connect list.
b. Select Database Engine.
14. On the Connect to Server dialog:

a. Complete the fields as follows:
Login name ppm_dwh
Password ppm_dwh
Remember password Select
b. Click Connect.
16. In the Server list, select ppm_dwh.

SELECT count(1) FROM PPMDBLINK.niku.niku.srm_resources
18. Click Execute.

The results indicate if the command is successful.



Module 5: Install and Configure Jaspersoft Report Server
Lab 5-1 Install Tomcat for Jaspersoft
Goals Install Tomcat and Java for Jaspersoft.
Time 10 minutes
Instructions:
This lab is executed on the Jaspersoft (reporting) virtual machine. It is assumed that Java has
already been installed on the Jaspersoft vm.
Install Tomcat for Jaspersoft
1. Start the Jaspersoft vm, if not already started, and use the Jaspersoft vm for all labs in this
module.
2. Create a folder C:\JSTomcat
3. Navigate to the C:\InstallMedia\ca_ppm_jaspersoft\Tomcat folder and double click the

apache-tomcat-7.0.55-windows-x64.zip file
4. Extract the contents to the C:\JSTomcat folder.
Set Up Environment Variables
5. Click Start, right-click on Computer and select Properties.
6. Click the Advanced system settings link and click the Environment Variables button
7. Create a new JAVA_HOME environment variable (or update the existing one) with a value of
C:\JDK1.8.0_40 and click OK.
8. Create a new JRE_HOME environment variable (or update the existing one) with a value of
C:\JDK1.8.0_40\JRE and click OK
9. Update the PATH environment, so it is prefixed with %JAVA_HOME%\bin;%JRE_HOME%\bin;

and click OK
10. Click OK on the Environment Variable window.
11. Click OK on the System Properties window.


12. Open a command window as Administrator and verify enter echo %PATH% and verify the value
displayed starts with C:\JDK1.8.0_40\bin;C:\JDK1.8.0_40\JRE\bin;
13. Enter the command java -version and verify version 1.8.0_40 is displayed.
14. Close the command window.
CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

Lab 5-2 Create the CA PPM Jaspersoft SQL Server Database
Goals Create the CA PPM Jaspersoft SQL Server database.
Time 5 - 10 minutes
Instructions:
This lab is executed on the CLARITYT2 server
In this lab, you will create the SQL Server database that Jaspersoft uses for its own purposes.
Login sa
Password edu2k
Create the ppm_jaspersoft Logon

ppm_jaspersoft
Password ppm_jaspersoft
Confirm password ppm_jaspersoft


Create the Database and Ownership
7. Right-click Databases and click New Database.
8. On the New Database window:

a. In the Database Name field, type the following:
ppm_jaspersoft
b. In the Owner field, type the following:
ppm_jaspersoft
c. Click OK.
9. Click New Query.
10. In the query pane, create the following query:

ALTER DATABASE ppm_jaspersoft SET ARITHABORT ON
ALTER DATABASE ppm_jaspersoft SET ANSI_NULLS ON
ALTER DATABASE ppm_jaspersoft SET QUOTED_IDENTIFIER ON
ALTER DATABASE ppm_jaspersoft SET READ_COMMITTED_SNAPSHOT ON
GRANT VIEW SERVER STATE TO ppm_jaspersoft
EXEC SP_DEFAULTDB ppm_jaspersoft, ppm_jaspersoft
11. Click Execute.

A message indicates if the command is successful.

Lab 5-3 Install Jaspersoft on Windows
Goals Install Jaspersoft on Windows.
Instructions:
This lab is executed on the Jaspersoft (reporting) virtual machine.
1. On the Jaspersoft server, create a new folder C:\JSSERVER
2. Navigate to C:\InstallMedia\ca_ppm_jaspersoft\ca_ppm_jaspersoft_6.1.0_5.1.0.26 and

extract the ca_ppm_jaspersoft_6.1.0_5.1.0.26.zip archive contents to C:\JSSERVER
3. Open a command prompt window as administrator and navigate to C:\JSSERVER, and then run
install.bat, answering the questions as follows:

a. Select the Installation Type. To select New, which is the default, press Enter.
b. Enter the location of the apache-tomcat folder, C:\JSTomcat\apache-tomcat-7.0.55, and

press Enter.

c. Accept the default Web App Name of reportservice, and press Enter.
d. Accept the default Web App Port of 8080, and press Enter.

e. Accept the default answer of no for configuring an email server, and press Enter.
f. Accept the default answer of 1 for a Standalone installation, and press Enter.

g. Enter 2 for MS SQL Server to select SQL Server as the database type, and press Enter.
h. Enter the SQL Server Database Hostname. Type CLARITYT2, and press Enter.

i. Enter the SQL Server Database Port Number. Accept the default of 1433, and press Enter.
j. Enter the Jaspersoft DB Name. Type PPM_JASPERSOFT, and press Enter.

k. Enter the Jaspersoft Database Username. Type PPM_JASPERSOFT and press Enter.
l. Enter the Jaspersoft Database password. Type ppm_jaspersoft (this was set up in lab 4-2
and it is case sensitive, type carefully) and press Enter.
The installer will now verify the user and connect to the database.
m. When the installer presents the currently selected settings, review them for accuracy, then
type y and press Enter. The installation will take about 30 minutes.

The Jaspersoft installation will complete in about 25 minutes.
n. Once completed, Jaspersoft services automatically start in a separate window.
4. Close the Tomcat window.
5. Close the Administrator command prompt window.

This stops the Jaspersoft service.

Lab 5-4 Configure Jaspersoft
Goals Configure Jaspersoft for CA PPM.
Time 5 - 10 minutes
Instructions:
In this lab, you will verify and configure the installation of Jaspersoft. This lab is executed on the
Jaspersoft Server.
1. At the end of the previous lab, you stopped the Jaspersoft service and will now restart it. To do
this:
a. Open a command prompt window, as the administrator.
b. Navigate to the C:\JSTomcat\apache-tomcat-7.0.55\bin directory.
c. Run startup.bat.
d. When the service has started, minimize the two open windows. Do not close them.
2. Open an Internet Browser window and in the address line, type the following and press Enter:
http://jaspersoft:8080/reportservice/
A Login page displays.
3. Log in with the username superuser, and password superuser

Jaspersoft displays the following page, upon successful login:

4. In the menu bar point to the Manage menu and click Organizations.
5. Click the Add Organization button.
6. In the Add Organization screen, enter the following new organization:

My_Org
7. Click Add Organization. This Organization is used when we set up the Keystore between CA
PPM and Jaspersoft.
8. Close the internet browser.
9. From the Administrator: Command Prompt, shut down Jaspersoft by navigating to

C:\JSTomcat\apache-tomcat-7.0.55\bin directory and running the shutdown.bat executable.
The Tomcat window will close.
10. Open an explorer window and navigate to C:\JSSERVER (the directory in which Jaspersoft is
installed), and review the install.log file for errors.

Module 6: Configure CA PPM and Data Warehouse Using CSA
Lab 6-1 Configure CA PPM, Data Warehouse, and Jaspersoft
Goals Configure the system so all components are integrated with each other.
Time 30 minutes
Instructions:
Configuring the new installation involves setup using the CSA, CA PPM, and Jaspersoft so that they
are integrated with each other. You set up the My_Org organization in Jaspersoft in a previous lab
and this is used in the following steps.
This lab is executed on the CA PPM / Database Server vm.
CA PPM, Data Warehouse, and Jaspersoft Configuration Using CSA
1. To verify if CA PPM Beacon and NSA are running, open a Command Prompt window as
administrator and enter the following:
service status beacon nsa
If the services are already running, there is no need to restart them. Otherwise, start them
using the following commands:
a. If CA PPM Beacon is stopped, start the CA PPM Beacon at the command prompt - enter the
following:
service start beacon
Note: If the CA PPM Beacon is not present, to install it, at the command prompt, enter the
following:
service add start beacon
b. If CSA is stopped, to start the CSA, at the command prompt, enter the following:
service start nsa
Note: If the CSA is not present, to install it, at the command prompt, enter the following:
service add start nsa
2. Close the Command Prompt window.
3. To open launch Internet Explorer, on the desktop, click the Internet Explorer shortcut.

4. In the Internet Explorer Address field, enter the following URL:

http://clarityT2:8090/niku/app
5. In the CA PPM System Administration (CSA) Login window, in the Password field, type the
password from a previous lab:
admin
6. Click Login.
The License agreement appears.
7. Accept the license terms and click Next.

The Overview window appears.
8. In the Overview window, click clarityT2:9091(local).

The Server Properties window appears.
9. On the Properties tab, click System.
10. In the General section, select Multi-currency Enabled.
11. In the License Types list, select Studio Developer, Creator, Participant, Viewer.
12. In the Mail Server pane, enter:

a. A dummy user (e.g. nobody@nowhere.com),
b. Enter the dummy password 123456 twice.
13. Clear the Use Authentication field and click Save.
14. Click the Database tab.
15. In the Database Server pane, make sure the Vendor field is set to MSSQL.
16. In the Internal Connection: Niku section, complete the fields as follows:
Hostname clarityT2
Port Number 1433
Database Name niku
Service Name niku
Login Name niku
Password niku
Confirm Password niku
17. Click Save. In the Internal Connection - Niku section, check that the status is Available.
18. Click the Application tab.

19. In the Application Server pane:

a. In the Vendor field, confirm that the application server selected is Apache Tomcat.
b. In the app and nsa sections, replace every occurrence of "localhost" with clarityT2 and click
Save.
20. Click the Documents and Search tab.
21. In the Search Server pane, in the Index Directory field, type the following:
C:\CAPPM\searchindex
Note: The recommended best practice is not to store documents and indexes in the CA PPM
home directory, because contents will be erased during upgrades. The CA PPM home directory
is C:\CAPPM\CAPPM143, therefore the defaults will suffice.
22. In the File Store Directory field, type the following, and click Save:
C:\CAPPM\filestore
23. Click Save.
24. Click the Reporting tab.
25. In the Report Server pane, complete the fields as follows in the Report Server - Jaspersoft
section:
Vendor Jaspersoft
Web URL http://jaspersoft:8080/reportservice
User ppmjasperadmin
Organization Name My_Org
Organization ID My_Org
26. Click Save.
27. Click the Data Warehouse tab.

The Data Warehouse Server information window appears.

28. Select MSSQL as the vendor, and then fill in the fields in the lower half of the window as shown.
(The password is from Lab 4-2 and is case sensitive.)
Hostname ClarityT2
Port 1433
Database Name ppm_dwh
Service Name ppm_dwh
Password ppm_dwh
Confirm Password ppm_dwh
Custom Database Link Selected
PPM Database Link PPMDBLINK
29. Click Save.

You receive the following error:
Note: The login failure is expected because we have not yet created the ppmjasperadmin user
in Jaspersoft. Notice that the database status now indicates "Available".
30. Click the Security tab.

The Security setup for CA PPM window appears. In this exercise, you do not need to make any
changes in this window.
31. Click the Background tab.

The Background Server information window appears. Again, no changes are required.
32. In the left pane, click Installation Overview.

The Installation Overview window appears and shows the Installation Current Status, Installed
Version, and Installed Date. Note that this is when the imported backup file was created.

Add and Start the Application and Background Services
33. In the left pane, click All Services.
34. In the Available Services window, click Add.

The CA System Administration window appears.
35. In the Select Services pane:

a. Select CA PPM Application.
b. Select CA PPM Background.
c. Click Add.
The CA PPM Status Internet Explorer window appears and adds the services.
d. If the services do not appear, click Refresh.
36. To select all services, click the Select All button, and then click Deploy.
37. Select the CA PPM Application and click Start.

The CA PPM Application Status changes to Started.
38. Select CA PPM Background and click Start.

The CA PPM Background Status changes to Started.
39. Open a command window, and navigate to C:\CAPPM\CAPPM143\database\sql.
40. Enter the following command:
dbpatch -install -file SET_MULTICURRENCY.xml -apply
Generate the Jaspersoft Key Store Files
41. To authenticate CA Clarity PPM and Jaspersoft, generate a trusted key store for each
organization. Follow these steps:
a. Open an Administrator: command prompt.
b. Go to C:\CAPPM\CAPPM143\bin.
c. Run the following command: admin jaspersoft keystore
The above will generate two files, My_Org.jks and My_Org.properties in

C:\CAPPM\CAPPM143\config.
43. You now need to copy the two keystore files to the Jaspersoft server machine, in the following
folder:
C:\JSTomcat\apache-tomcat-7.0.55\webapps\reportservice\WEB-INF\config

The easiest way to do his is to switch to the Jaspersoft server and map C$ on the ClarityT2
server as a network drive:
a. Double-click the Computer icon on the desktop.
b. Click the Map network drive tab. The Map Network Drive page is displayed.
c. In the folder field, enter \\clarityt2\c$ and click Finish. (A drive letter for example Z: will be
allocated)
d. Navigate to Computer>c$(\\clarityt2) Z:> CAPPM>CAPPM143>config
e. Select the my_org.jks and my_org.properties files.
f. Copy the two files (Ctrl+C).
g. Navigate to C:\JSTomcat\apache-tomcat-7.0.55\webapps\reportservice\WEB_INF\config
h. Paste the two files into the config folder (Ctrl+V).
44. Open a command window open, as Administrator, and navigate to:

C:\JSTomcat\apache-tomcat-7.0.55\bin
45. Type in startup.bat . The Jaspersoft services are started.
46. Minimize all windows.

Lab 6-2 Install PMO Accelerator and Jaspersoft Content
Goals Install PMO Accelerator and Jaspersoft content.
Time 45 minutes
Instructions:
PMO Accelerator Installation
1. Open a command prompt as administrator on the CA PPM vm.
2. Install the PMO Accelerator, with the following command:

admin content csk
Installation will take around 30-40 minutes.
3. When the installation completes, the following message appears:

CA Clarity Accelerator: Program Management Office installation was successful and is
complete.
Jaspersoft Content Installation
4. In the same command window, to install the Jaspersoft content, enter the following command:
admin content-jaspersoft csk userName superuser password superuser
Note the uppercase N in the username parameter. If the connection fails, verify the URL
connection in the NSA is correct and the service is running on the Jaspersoft server.
5. When the installation completes, open a new browser window and access the Jaspersoft
console via the following URL:
http://Jaspersoft:8080/reportservice
6. Log in using superuser/superuser.

7. To verify that the ppmjasperadmin user has been created successfully:

a. Point to the Manage menu.
b. Click Users.
The ppmjasperadmin user is listed against My_Org:
8. Close the Browser window.
9. Open a Command Prompt window and restart all services on the ClarityT2 server, by entering:
service stop start all

Lab 6-3 Complete the Setup and Run Integration Jobs
Goals Complete the system setup in CA PPM so that the integration jobs will run.
Time 45 minutes
Instructions:
Data Warehouse and Jaspersoft configuration using CA PPM

In this section, we set up the language(s) that the Data Warehouse will use (the fewer selected, the
smaller the resulting database and the quicker the population will be), and create an entity for the
Data Warehouse fiscal periods.
To accomplish these tasks, you will assign access rights to the admin user and execute jobs to
populate the warehouse with the administrator rights, and populate the warehouse with data.
Finally, you will create users in Jaspersoft.
Note that on first login the system will prompt for a password change. Make a note of the
password you select.
Assign Access Rights and Activate Jobs
1. Open a browser window, on the CA PPM vm, and enter the following url:
http://clarityT2
2. Login to CA PPM as admin/admin.
3. When prompted, change the password to cappm.

4. Point to the Administration menu and click Resources:
5. Click the Administrator link.
6. Point to the Resource's Access Rights tab, and click Global:
7. At the bottom of the resulting screen, click Add. Enter fin*main into the Access Right field and
click Filter.

8. On the list displayed, tick the box against Financial Maintenance - Financial Organization
Structure and click Add:
9. Repeat previous steps, but this time filtering for Advanced Reporting, adv*rep, and select all 7
access rights. The final set of rights should contain the following:
10. To enable this user to view projects, for testing in a later lab, click Add.
11. Enter proj*man into the Access Right field and click Filter.
12. Select Project - Edit Management - All and click Add.
13. Point to the Administration menu and click Reports and Jobs.
14. Enter *warehouse in the Job Definition Name field and click Filter.

15. Select both jobs and click Activate.
16. Enter *Jaspersoft in the Job Definition Name field and click Filter.
17. Verify that the Create and Update Jaspersoft Users job is active.
18. Log out of CA PPM and then log back in again as admin (password cappm) to make the new
rights visible on the Administration menu.
Create the Warehouse Entity
19. Point to the Administration menu and click OBS.
20. On the Organizational Breakdown Structures screen, click New, fill in the screen as shown
below, and click Save AWarehouseWnd Return.
21. Repeat the previous step to create an OBS for the departments:

22. Point to the Administration menu and click Setup (in the Finance section). You will receive a
message that the system currency needs to be selected.
23. Set the currency to USD and click Save.

Note that this is an "Enter Once" field so choose carefully.
24. Click Save and Return.
25. Click Entities and then New. Fill in the New Entity screen as follows, then click Save:
26. To set up Fiscal Periods that the warehouse will inherit, click the Fiscal Time Periods tab, and
set some up by clicking New:

Complete the Warehouse setup
27. Point to the Administration menu and click System Options, and complete the Data
Warehouse Options section as shown:
28. Click Save.
Run the Integration Jobs
29. We are now ready to execute the integration jobs. Ensure that the Jaspersoft service is running
on the Jaspersoft server. Then in CA PPM navigate to Home > Reports and Jobs > Jobs >
Available Jobs and click the Create and Update Jaspersoft Users job. Fill in the parameters as
shown and click Submit at the bottom of the screen:
30. Wait a short time for the job to complete, then filter for the job and verify it completed:
31. Repeat the previous two steps, but this time filter for the Load Data Warehouse Access Rights
job, and submit this for immediate execution (there are no parameters to complete), and verify
it completed successfully.

32. Finally, repeat the steps again, but this time filter for the Load Data Warehouse job, tick the
box for Full Load and submit for immediate execution. Verify it completed successfully. This job
takes about 5 minutes to run.
33. Log out of CA PPM and close the browser.

Lab 6-4 Run a Health Report
Goals Log in to CA PPM and run a health check.
Time 5 minutes
Instructions:
1. Log in to the Clarity System Administration using the appropriate credentials.

http://clarityT2:8090/niku/app
The Clarity System Administration Overview page appears.
2. Enter admin as the password, and click Login.
3. Click Run Health Check and scroll to the right of the window.
Note: The health report is stored in an XML file in the C:\CAPPM\CAPPM143\logs directory. The
following steps provide a way for you to run this report in CSA.
The error shown below is because the labs use SQL Server Standard Edition whereas a
production system would use Enterprise Edition.
4. In the Server Column, click ClarityT2:9091(local).

The Server: Properties page appears.

5. Click the Health Report tab.

You can run a health report from this page by clicking Run.
This view is a detailed view of the health report.
Note: The green icon in the Status column indicates that everything is normal, while the red
icon indicates there is a problem.

Lab 6-5 Set Log File Options
Goals Set log file options in CSA.
Time 5 minutes
Instructions:
Note: Logs can be viewed in CSA or can be accessed in the C:\CAPPM\CAPPM143\Logs directory.
1. If you are still logged in to CSA, click Home and go to step 2. Otherwise, log in to CSA using the
admin as the password. The Overview page appears.
2. Click clarityT2:9091 (local). The Server: Properties pane appears.
3. Click the Logs tab.

4. Click Edit Configuration.

This enables you to set the appropriate categories and priorities for your log file.
5. Scroll down to the Categories section, and in the Priority column, click the first drop-down list.
Notice that you can change the log priority as needed so that specified logs are captured.
The options include Fatal, Error, Warn, Info, Debug, and All.
Note: If the All option is selected, the size of the log can increase very rapidly.

6. You do not need to configure priorities now. Therefore, leave the priority at Fatal.
7. Click Home.
Note: After the log options have been set up, you must restart CA Clarity PPM for the changes
to take effect, unless Detect log configuration changes immediately has been selected.

Lab 6-6 View Server Logs in CSA
Goals View CA PPM server logs in CSA.
Time 5 minutes
Instructions:
1. If you are still logged in to CSA, click Home and go to step 2. Otherwise, log in to CSA using
admin as the password. The Overview page appears.
2. Click clarityT2:9091 (local). The Server: Properties page appears.
3. Click the Logs tab.
4. In the Server list, verify that clarityT2:9091 (local) is selected.

Note: More than one server will be listed in a clustered environment.
5. Click the Log File list drop-down, and view the available logs:
admin.log: Administration-related logs
app-ca: Application action-related logs
app-system: Application system-related logs
bg-ca: Background service-related or process engine-related logs
6. In the Max Size list, select 10k and then click Go.
The detailed log file appears.
7. Scroll down the log file to view the messages.
8. Scroll to the top of the page and click Logout.


Module 7: Perform Post-Installation Tasks
Lab 7-1 Validate the Complete Installation
Goals Validate the complete installation.
Time 20 minutes
Instructions:
1. Open Internet Explorer.
2. On the Address bar, type the following and click Go:

http://clarityT2
3. Log in as admin, password cappm.
4. On the Menu bar, point to Administration and click Resources.
5. On the Resources page, in the Last Name column, click Administrator.
6. Point to the Resources Access Rights tab.
7. Click Global.
8. On the Resource: Global Access Rights page, click Add.
9. On the Select Access Rights page:

a. Under Access Right Filter, in the Access Right field, type the following and press Enter:
know
b. Select Knowledge Store Access.
c. Select Knowledge Store Administrate.
d. Select Knowledge Store View All.
e. Click Add.
10. Click Logout. This will allow the newly assigned rights to become effective.
11. Log in as admin.
12. Point to the Home menu, and in the Organization section, click Knowledge Store.

13. On the Knowledge Store page, click the Actions drop-down, and click Add Documents.
14. On the Add Documents page, next to the Select Files field, click Browse.
15. In the Choose File dialog, navigate to the C:\Learning Materials folder, select the
Lab_Step_Text_Snippets.txt document and click Open.
16. On the Add Documents page, click Add.
17. On the Knowledge Store page, in the Search field, type server (a word from the added
document) and click Go or press Enter.
On the Search Results page, search results include the document you just added.
18. Click Back.

Lab 7-2 Install Open Workbench
Goals Install Open Workbench.
Time 5 minutes
Instructions:
The steps in this lab are appropriate if you have installation rights for your desktop. However, in a
typical enterprise, the entire installation is pushed out centrally.
1. Log into CA PPM as admin.
2. Point to the Administration menu, and click Resources.
4. Point to the Resources Access Rights tab and click Global.
6. On the Select Access Rights page, select Account Settings Navigate and click Add and select
more.
7. In the Access Right filter field, type soft and click Filter.
8. Select Software Download Open Workbench and Software Download Microsoft Project
Interface, and click Add.
9. Click Logout, then login again to make the new access rights effective.
10. Point to the Home menu and click Account Settings.
11. Click the Software Downloads tab.
12. On the Account Settings: Software Downloads page, next to Open Workbench (x86), click
Download.
13. In the File Download dialog, click Run.

14. In the Select Setup Language dialog, accept English and click OK.
15. In the Setup wizard:

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

a. Click Next.
b. On the License Agreement page, select I accept the terms in the license agreement and
then click Next.
c. On the Select Features page, click Next.
d. On the Ready to Install page, click Install.
e. After the installation completes, leave the two options selected, and click Finish.
The InstallShield Wizard dialog appears.
17. In the Schedule Connect by CA dialog:

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

After you restart the server, (log on as administrator, with password caeducation), you need to
restart the CA PPM services:
19. Open a command prompt and enter the following command:

service start all
20. Click the Start button, click All Programs, and click Open Workbench.
21. Log in with your CA PPM credentials; admin / cappm, and click OK.
22. Click OK to close the Tip of the Day window.
23. Click Open to see a list of available projects in CA PPM.
24. Double-click the csk.majorIT project, to open it into Open Workbench.

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

25. Click Yes, because you will not save the project.
The project will open, confirming that Open Workbench and Schedule Connect are successfully
installed.
26. Close Open Workbench without saving your changes.

Lab 7-3 Install the Microsoft Project Interface with Schedule

Connect
Goals Install the Microsoft Project Interface with Schedule Connect.
Time 10 minutes
Instructions:
Important: Before you install the Microsoft Project Interface, make sure that JDK 1.7 or later is
installed on the user's computer. The installation is similar to the Open Workbench installation, but
there are a few extra steps as detailed below.
1. In CA PPM, point to the Home menu, and click Account Settings.
2. Click the Software Downloads tab.
3. On the Account Settings: Software Downloads page, next to Microsoft Project Interface (x86),
click Download.
After the download completes you are asked if you wish to run mspsetup.exe or save.
4. Click Run.
5. Accept English and click OK.

The setup wizard appears, indicating that the CA PPM Microsoft Project Interface with CA PPM
Schedule Connect will be installed on your computer. You are also recommended to close all
other applications before continuing.
6. Close any other open applications and click Next.
7. On the Select Destination Location page, the default location is selected. You do not need to
change this. Click Next
8. A warning explains that the default path already exists; this is because the path was created for
the installation of Open Workbench. Click Yes.

9. On the Select Components page, select the following components, being sure not to select the
legacy interface (because the image you are using contains MSP 2013), and click Next.
10. On the Ready to Install page, click Install. The files will be extracted.
11. On the Introduction page, click Next.
12. On the License Agreement page, accept the license agreement and click Next.
13. On the Select Features page, accept the defaults and click Next.
14. On the Ready to Install the Program page, click Install.
15. If the following screens appear, click Accept and Install to continue the installation:

16. When the installation completes, a message appears, indicating that the install has been
successful.
17. Click Finish.
The Schedule Connect installation will now start.
18. On the Introduction page of the CA PPM Schedule Connect install wizard, click Next.
Because Schedule Connect has already been installed on the machine, during the installation of
Open Workbench in the previous lab, a Program Maintenance window displays.
19. Press Cancel. No further installation is needed, otherwise proceed as follows.
20. Click Yes to confirm the cancellation.

21. On the Install Complete page, click Finish.
22. On the Setup page, click Finish.
Complete the installation in Microsoft Project
23. Click the Start button and then click All Programs.
24. Click the Microsoft Office 2013 folder and then click Project 2013.
25. A macro will attempt to run, but will be prevented due to the macro settings in Microsoft
Project. Click Enable Macros.
26. Click the Blank Project tile.
The installation has added a new menu to the Project 2013 ribbon.
27. Click the CA PPM Integration menu.
28. Click the Open icon and log in using admin with password cappm:
29. Open the csk.majorIT project (the projects might vary in your image).

30. Verify that the project is retrieved:
31. Close Project 2013 without saving your changes.


Module 8: Perform Backups and System Recovery
Lab 8-1 Back Up the Application
Goals Back up the CA PPM application.
Time 15 minutes
Based on the environment, it may take a long time.
Instructions:
Check with the system administrator for the backup policies of the organization. CA PPM services
should be stopped and then restarted before and after any scheduled maintenance that will
interrupt connectivity between CA PPM and the database.
1. Open a Command Prompt window and enter the following command:

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

admin backup
3. The backup process starts and requests the location of the backup directory. To create the
backup directory, type C:\CAPPM\CAPPM_BACKUP
Note: If there is an existing backup folder, the folder is overwritten with the new backup.
After the backup is finished, the prompt appears. The CA PPM application is backed up in the
created directory.

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

Lab 8-2 Back Up the CA PPM Transactional Database
Goals Back up the SQL Server database.
Time 10 minutes
Based on the environment, it may take a long time.
Instructions:
In this lab, you will back up the CA PPM Transactional database.
1. The application service should be stopped before performing a database backup. To stop the
application and background services, open a Command Prompt window and enter the
following:
service stop app bg
Note: When The CA PPM App Server service was stopped successfully is displayed, you can
proceed.
2. Click Start All Programs Microsoft SQL Server 2012 Microsoft SQL Server Management
Studio.
3. Log in to the CA PPM database server using the following credentials and click Connect:
Login sa
Password edu2k
4. In the Object Explorer pane, expand Databases.
5. Right-click the Niku database and click Tasks Back Up.

The Back Up Database - niku dialog appears.
6. Verify the Database field is set to niku.
7. In the Destination section, click Add.

8. Replace the default backup filename with:

C:\CAPPM\DatabaseBackup
9. Click OK.
10. Select the default destination and click Remove.
11. Click OK.

The backup will start, and when it is finished, the .bak file is stored in the designated backup
directory.
12. When The backup of database niku completed successfully is displayed, click OK.
13. Close Microsoft SQL Server Management Studio.
14. To restart the application service, open a Command Prompt window and enter the following:
service start app bg nsa beacon
15. Minimize the Command Prompt window.

Lab 8-3 Restore the Application
Goals Restore the CA PPM application.
Time 15 minutes
Instructions:
Check with the system administrator for the restore policies of the organization. CA PPM services
should be stopped and then restarted before and after any scheduled maintenance that will
interrupt connectivity between CA PPM and the database.
1. Open a Command Prompt widow and enter the following command:

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

3. Paste the file in the following backup directory:

C:\CAPPM\CAPPM_BACKUP\Tools\lib
4. Navigate to the backup directory: C:\CAPPM\CAPPM_BACKUP.
5. Right-click the restore.xml file and click Edit.
6. In the XML file, perform the following task:

Find:
<proputil ref="version" loadFile="clarity/version.properties"
Replace with:
<proputil ref="version" loadFile="tools/version.properties"
7. Click File Save and close the file.
8. If the C:\CAPPM\CAPPM143 directory has not been removed during preparation for restoring
the application, rename the C:\CAPPM\CAPPM143 directory to c:\CAPPM\CAPPM143_old.
9. In the command window, type cd C:\CAPPM\CAPPM_BACKUP, and press Enter.

This navigates you to the folder containing the backup.

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

This lists the contents of the backup folder:
11. Execute the restore.bat script. The restore process starts and the original directory is
automatically created in the Clarity home directory.
Note: If the folder exists, the contents will be overwritten with the new restored files.
After the restore is finished, CA PPM can be restarted.
12. To restart the services, type service start all at the command prompt, and press Enter.

Lab 8-4 Restore the CA PPM Transactional Database
Goals Restore the SQL Server database.
Time 5 - 10 minutes
Instructions:
In this lab, you will restore the CA PPM Transactional database from the backup taken in a prior lab.
Before executing this lab, ensure that all CA PPM services are stopped.
1. To stop the CA PPM services, open a command window and execute the following command:
service stop all
3. To log in to SQL Management Studio, make sure that the information appears in the fields as
Login sa
Password edu2k
4. Before restoring the database, we need to delete the existing one. In the left pane, expand
Database.
5. Right-click the niku database and click Delete.
6. In the Delete Object dialog, click OK. The niku database is deleted and is no longer present in
the list of databases in the Object Explorer pane.
Restore the Database from the Backup
7. In the Object Explorer pane, right-click Databases, then click Restore Database.

a. In the Source section, select Device.
b. To locate the source, click Browse and, in the Select backup devices dialog, click Add.

9. In the Locate Backup File window:

a. Navigate to the backup directory used in lab 8-2 in the C:\CAPPM folder.
b. Double-click the CAPPM file.
c. At the bottom of the Locate Backup File screen, click the Files of Type list item.
d. Select All Files (*) from the list.
e. Select the database backup file:
DatabaseBackup
f. Click OK.
10. In the Select backup devices dialog, click OK.

a. Under Backup sets to restore, ensure that the Restore option is selected for the backup of
niku.
b. Click OK.
A yellow banner at the top of the screen indicates progress.
c. A message indicates when the niku database has been restored successfully.
Click OK.
12. In the query pane, create the following query:

USE niku
ALTER USER niku WITH LOGIN=niku
13. Click Execute.

A message indicates that the command is successful.

14. Close the query window without saving.
15. In the Object Explorer list, expand the Security folder and then expand the Logins folder.
16. Double-click the niku login and verify the default database is niku. If this is not the case, make
the adjustment using the Default Database drop-down list.
17. Click OK.
18. To disconnect from the server, in the left navigation pane, right-click the CLARITYT2 Server and
click Disconnect.
Connect to the niku Database
19. In the Object Explorer list, click Connect and click Database Engine.
20. On the Connect to Server screen, make sure that the information appears in the fields as
Login niku
Password niku
Note: Select Remember password if it is not already selected.
21. Click Connect.
23. In the Database drop-down list, ensure niku is selected.

select * from srm_resources
25. Click Execute.

The yellow bar at the bottom of the query pane indicates if the command is successful.
26. Close the SQL Management Studio window.

When prompted to save the query, click No.
27. After the restore is finished, CA PPM can be restarted. To restart the application service, from
the Command Prompt window, enter the following:
service start all
When all services have been started successfully, close the Command Prompt window.

Module 9: Manage Jobs
Lab 9-1 Schedule a Job
Goals Schedule and filter a job.
Time 5 minutes
Instructions:
You have already executed jobs when the integration jobs were run in lab 6. In this lab we will
schedule a job to run periodically. Ensure that all services are running on both servers.
1. On the CA PPM server, open a browser window and navigate to the following URL to open CA
PPM:
http://clarityT2
2. Log in as admin, password cappm.
3. Point to the Home menu, and click the Reports and Jobs link.
4. On the Reports and Jobs page, click Jobs.

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

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

Lab 9-2 View the Job Log
Goals View the job log.
Time 5 minutes
Instructions:
1. Point to the Home menu, and click Reports and Jobs.
2. Click the Jobs tab.
3. Scroll down the table and under Job Type, click LDAP - Synchronize New and Changed Users.
The Job Properties page appears.
4. Click Submit.
The Jobs: Scheduled Jobs page appears.
5. The job will appear as "Failed". If necessary refresh the screen.
6. On the Jobs tab, next to the failed job, click the Log icon.
7. In the Job column, click LDAP - Synchronize New and Changed Users.
Note: For a failed job, you will see high-level log details, but to view the detailed log, you must
log in to CSA.

View the Job Log in CSA
8. Open a new browser window and enter http://clarityt2:8090/niku/app.
9. Enter admin as the password on the CSA login screen.

The Overview page appears.
10. In the Cluster Health Overview section, click the Logs icon.
11. In the Log File list, select bg-ca.log.
12. For the log display, confirm that the Max Size list is set to 1K and click Go.
You will see the error message indicating the synchronize new and changed users job failed,
and the reason for the failure:
13. Click Close to exit the CSA.

Lab 9-3 Create a New Job Definition
Goals Create a new job definition for a SQL Procedure type job.
Time 15 minutes
Instructions:
Notes:
To create a job definition in CA PPM, the executable file must be developed first.
The stored procedure has already been created in the CA PPM database.
The stored procedure name, in this case, full_name_sp must be used to create the job
definition.
1. Log in to CA PPM as admin, password cappm.
2. Point to the Administration menu, and click Resources.
3. Click New and create two new resources using the following as a template (it supplies the
minimum data needed). Click Save and Return when completed:
Field Values for first Resource Values for second Resource
Last Name User 1 User 2
First Name Lab Lab
User Name LU1 LU2
Resource ID LU1 LU2
Password clarity clarity
Password clarity clarity
Force Password Change checked checked
Email Address luone@nowhere.com lutwo@nowhere.com
Employment Type Employee Employee
Status Active Active

4. Close CA PPM.
Open SQL Server Management Studio
6. In the Connect to Server dialog, enter the following:

Server Name CLARITYT2
Login niku
Password niku
7. Click Connect.
8. Click New Query and type the following:

Select r.id, r.full_name, u.id, u.full_name
From srm_resources r
Join cmn_sec_users u on r.user_id = u.id
9. Click Execute.
Notice the full_name column from the cmn_sec_users table (final column) is NULL for the two
new resources created.

Create a Stored Procedure
10. You will create a stored procedure that will be the new CA PPM job. Click New Query and type
the following:
Create Procedure full_name
(@p_job_run_id numeric, @p_job_user_id numeric)
As
Begin
Update cmn_sec_users
Set full_name =
(Select r.full_name from srm_resources r
Where r.user_id = cmn_sec_users.id)
Where full_name is null
End
11. Click Execute.

You should receive the following message:
Command(s) completed successfully.
12. Select the first query window (from step 8)
13. Click Execute.

Notice the data has not changed.
Create a Job to Run a Stored Procedure
14. Return to CA PPM.
15. Point to Administration and click Reports and Jobs.

The Job Definitions page appears.
16. On the Job Definitions tab, click New.

The Job Definitions: Properties page appears.
17. Complete the following fields.

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

Executable Type SQL Stored Procedure

Executable Name full_name
18. Click Save and Continue.

The Job Definitions: Parameters page appears. Because this procedure only uses the default
parameters, you do not need to specify additional parameters.
19. Point to the Home menu, and click Reports and Jobs.
20. Click the Jobs tab.
21. Select Full Name Job.
22. Confirm that Immediately is selected and run the job.
23. To see job status set to complete, on the Jobs tab, filter for "Full".
The Full Name Job status is Completed.
24. Close the window.
25. Return to the SQL Management Studio window.
26. Execute the query again.

Notice that the data is now updated and the final Full Name column has been populated by the
job.

Lab 9-4 Run a Report
Goals Run a Jaspersoft report.
Time 15 minutes
Instructions:
To run reports, you must have some rights on the objects displayed in the reports, and the
Jaspersoft service must be running on the Jaspersoft server. Here we will use resources.
1. On the Menu bar, point to Administration and click Resources.
3. Point to the Resource Access Rights tab, and click Global.
5. On the Select Access Rights page:

a. Under Access Right Filter, in the Access Right field, type res and press Enter.
b. Select Resource - Navigate.
c. Select Resource - View All.
d. Click Add.
6. Log out and in again, to refresh the rights attached to the admin user.
7. Point to Home and click Reports and Jobs.
8. Click the Jobs tab
9. Execute the Load Data Warehouse Access Rights job.
10. When complete, execute the Load Data Warehouse Job. Hint: Filtering for jobs that start with
Load will also assist here.
11. When complete, point to the Home menu, and click Advanced Reporting.

12. Click the Library menu, and then click Resource Availability report link.
13. To execute the report, accept all default parameter values in the left hand pane and click Apply:

14. The report executes, showing the resource availability:
15. Congratulations, all components of the CA PPM 14.3 are integrated.
Service Packs
From time to time CA release service packs that fix issues with CA PPM or enhance functionality
in accordance with users' requests. Fix packs are applied on top of the currently executing
version, and are cumulative, so there is no need, for example, to apply service pack 2 and then
service pack 3, as service pack 3 has all the content of service pack 2 and more.
Each service pack comes with release notes that indicate what it contains and how it should be
applied. CA Strongly recommend that service packs are applied to a non-production instance
for evaluation before being applied to a production instance.


Module 10: Monitor Background Services on the Process Engine
Lab 10-1 Monitor Process Engine Pipelines
Goals Monitor process engine pipelines.
Time 5 minutes
Instructions:
1. Log in to CA PPM as admin.
2. Add the global Process Engine Monitoring right to the admin user using the same method you
used in previous labs, then log out and log in again to make your change effective.
3. Point to Administration and click Process Engines.

The Process Engines page appears with a list of all background servers and statuses on the
Process Engines tab.
3A Technologies CA PPM 14.3: Installation with MS/SQL 200 89

4. To view the pipelines for a specific background server, under Name, click the server.
The Process Engines page appears with a list of all pipelines associated to the selected server.
5. Note: For more information about pipelines, see the CA PPM Administration Guide. Contact CA
Support before configuring pipelines for the process engine.

Lab 10-2 View Event Messages
Goals View event messages for active processes.
Time 5 minutes
Instructions:
Note: This lab exercise is optional. Perform it if time permits.
2. Point to Administration and click Process Engines.

The Process Engines page appears with a list of all background servers and statuses on the
Process Engines tab.
3A Technologies CA PPM 14.3: Installation with MS/SQL 200 91

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

The Process Events page appears. The sent and received messages for all active processes are
listed.
Note: Sometimes the icon in the Status column might remain gray, indicating that the status
cannot be determined, even though the bg service is running. If this happens, to check if the bg
service is still active, click the process engine name link and wait 30 seconds. After the refresh
period, which is 30 seconds, it will show a running status.
See the CA PPM Administration Guide for more information about process events.

Module 11: Build Password Expressions
Lab 11-1 Create a Password Expression
Goals Create a password expression in the Administration tool.
Time 5 minutes
Instructions:
1. Log in to CA PPM as admin, password cappm.

The Overview: General page appears.
2. Point to Administration and click System Options.
3. In the Change Password Options section, select Define Custom Expression.

You will create a custom expression matching the first password conversion example in the
module.
4. Complete the following fields:

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

5. Click Save.
Test the Expression
6. Point to Administration and click Resources.

The Resources page appears.
7. Create a new resource to test the password rules.

The Resource: Create page appears.
8. Fill out the required information for creating a new resource.
9. In the Password and Confirm Password fields, type the following:

cla

The error message you specified in the Error Message field now appears.
11. To provide a password that matches the criteria in the regular expression, in the Password and
Confirm Password fields, type the following:
Clarity1

Lab Challenge 11-2 Revise the Password Expression
Goals Revise a password expression and error message from the previous lab.
Time 5 minutes
Instructions:
In this lab challenge, you will perform the following activities:
1. The new password needs to be at least six characters, which must include at least one of each
of the following characters:
Uppercase letter
Lowercase letter
Digit
Special character
2. The error message should clearly state the requirement.
3. To test the password rules, create a new resource with a password that does not meet the
requirements that you have set.


Appendix A: Solution to Lab Challenge
The following solution provides step-by-step instructions to complete the lab challenge.

Lab Solution 11-2 Revise the Password Expression
Solution
The Overview: General page appears.
2. Point to Administration and click System Options.

The System Options page appears.
3. Under Change Password Options, clear the fields and type the following:
Field Value
Regular Expression ^(?=.*\d)(?=.*[a-z])(?=.*[A-Z])(?=.*[^0-9a-zA-Z]).{6,}$
Error Message Password must be at least six characters and must include at least
one uppercase letter, one lowercase letter, one digit, and one
special character.
4. Click Save.
5. In the left pane, under Organization and Access, click Resources.

The Resources page appears.
6. Create a new resource to test the password rules.
7. In the Password and Confirm Password fields, type the following:

NewPassword

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

Appendix B: CA Technologies Dynamic Lab Environment

Dynamic Lab Environment Access and User Guide
Getting Started
Dynamic Lab Environment is the name of the CA Education virtual environment for labs and
practice activities. The technology behind the Dynamic Lab Environment is provided by Skytap and
some of the instructions in this document reference Skytap.
This appendix provides the following information:
System and network requirements
Self-Directed Learning login and usage information
Setting up an environment (other than Self-Directed Learning)
Best practices
Troubleshooting
Escalating unresolved issues
System Requirements
The minimum system requirements for an individual client machine accessing the Dynamic Lab
Environment are listed below. Please check that you meet the minimum requirements and that
you have the equipment you need before attempting to use the environment.
Windows XP/2003/Vista/2008/Windows 7/2008 R2/Windows 8/2012

Operating Mac OS X 10.7 or higher (Lion or Mountain Lion)
Systems Linux variants with supported browser and Java versions
Internet Explorer 8, 9, or 10
Browsers Mozilla Firefox
Google Chrome
Mac OS X Safari
Java Version
The acceptable Java versions are Java 1.6, 1.7, or newer.
If you are unsure which version of Java you are running, simply click the following link and it
will auto-detect: http://java.com/en/download/installed.jsp or type java -version in the
terminal for Linux.
If you are running OS X, please see Running Java on Mac OS X.
For information on installing Java on your local Linux machine, see How to install Java on my
local Linux machine.

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

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

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

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

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

When you click Suspend, your allocated lab time is preserved and the time clock remains paused
until you change the status to Run. The VMs in a suspended environment display that status as
shown in the following image:
Once you have suspended your environment, you can minimize or close the browser window in
which the environment has been running. Use the same URL you were sent in email to re-open
your environment when you are ready to resume.
Using Run to resume running your lab time

Click the Run button to start up suspended VMs and restart the Run Time clock. The Run button is
called out in the following sample:
This may take several minutes. The environment is ready the when VMs are highlighted in green
and display a Running status. Click on the machine(s) you want to directly access to start or resume
your lab activities.
Tracking lab time using the Run Time clock

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

Network Requirements
We recommend a minimum download speed of 1.16 Mb/sec (150 KB/sec) per client connection
(i.e., each individual user). In addition, we recommend latency of 250ms or less.
If you have a group of 15 users, each connecting to their own client session from the same physical
location concurrently, the recommended amount of bandwidth required is
1.16Mb/sec per user x 15 or 17.5Mb/sec.
Connection Test
If you are connecting for the first time, or connecting from a computer you have never used before,
run the connection and speed tests to make sure that your browser supports a connection to the
Dynamic Lab Environment. These tests are hosted by Skytap directly.
Use the following URL to use the Skytap Connectivity Checker to run connection and speed tests:
https://cloud.skytap.com/tools/connectivity

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

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

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CAPPM14.

Lab 1-1 Install J2SE SDK on Windows

Goals Install J2SE SDK on Windows.

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

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

4. On the Custom Setup screen:

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

6. Close Windows Explorer.

CA Technologies CA PPM 14.3: Installation with MS/SQL 200 1

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Lab 1-2 Set Up Environment Variables

Goal Set up environment variables.

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

2. Click Environment Variables.

3. Under System variables, click New.

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

2 CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

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

9. Double-click the Path Value link.

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

11. Click OK.

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

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Shell\v1.0\; C:\PROGRA~2\CA\SC\CAM\bin; C:\Program Files\Microsoft SQL

13. Close the command window.

4 CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

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Lab 2-1 Install Apache Tomcat

Goals Install Apache Tomcat to host your CA PPM application.

1. Navigate to the following directory on your computer:

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

3. Close the screens.

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6 CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

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Lab 3-1 Install CA PPM

Goals Install CA PPM.

Copy Files to a Staging Area

1. Navigate to the following folder on your server:

2. Click New folder.

3. Create the following directory and press Enter:

Copy Two Files into Staging

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

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

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

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

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

8 CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

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8. Close the Command window.

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10 CA PPM 14.3: Installation with MS/SQL 200 CA Technologies

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Lab 4-1 Create the CA PPM Database

Goals Create the CA PPM SQL Server database.

3. In the left navigation pane, expand Security.

4. Under Security, right-click Logins and click New Login.

5. On the Login - New window:

CA Technologies CA PPM 14.3: Installation with MS/SQL 200 11