Optional installations

In addition to installing the foundation product, the database, and the application server (PPM Server), you can install Best Practices and Deployment Management Extensions on your system. Best Practices helps optimize your use of Program Management and Portfolio Management. Deployment Management Extensions provides entities unique to Oracle and SAP development environments.

Install Best Practices

This section provides details on installing Best Practices.

Requirements for installing Best Practices

To install Best Practices, you must have the following ready:

The OpenText PPM database schema name
The OpenText PPM database username and password
The OpenText PPM administrator username and password
Licenses for both the Portfolio Management and Program Management.

Install Best Practices

Follow the steps below to install Best Practices:

Start the PPM Server from the command line.
Set your server to RESTRICTED mode.

Note: Although setting your server to RESTRICTED mode is optional, we recommend that you do so. In RESTRICTED mode, the PPM Server enables only users with Administrator access granted to log on. You can use the setServerMode.sh script to set the server to RESTRICTED mode.
Run the kDeploy.sh script, as follows:

sh ./kDeploy.sh -best-practices
To verify that Best Practices is successfully installed, run the sh ./kDeploy.sh -l script. This returns a list of the deployed bundles in an instance.

Language support for Best Practices

OpenText PPM Best Practices content is available for all supported language packs. We recommend that you deploy language packs soon after you install Best Practices so that the its content matches in all languages.

Note: For detailed information about the language packs and how to install them, see Multilingual user interface.

Best Practices content

The Best Practices content includes the request types and workflows.

Caution: In order for OpenText PPM software to function correctly, Best Practices request types must be installed on your system and correctly associated with the menu items and project types.

Best Practices request types

Request Type and Description	Menu Selections	Field Groups
PFM - Proposal Represents a project proposal within the Portfolio Management module.	Create > Proposal Open > Portfolio Management > Create Proposal	PFM Proposal
PFM - Asset Represents the ongoing costs and maintenance of the result of a project in the Portfolio Management system.	Create > Asset Open > Portfolio Management > Create Asset	PFM Asset
PFM - Project Represents data and process associated with project. This request type is connected to a project type.	Create > Project Open > Portfolio Management > Create Project	PFM Project
Program Details	Create > Program Open > Program Management > Create Program	PFM Program
Project Issue Represents issues associated with a project.	Create > Project Issue Open > Project Management > Project Controls > Submit Project Issue Search > Project Issues Open > Project Management > Project Controls > Search Project Issues Also associated with a project type to enable creating from within the Project Overview page.	Project Reference Project Issue
Project Risk Represents risks associated with a project.	Create > Project Risk Open > Project Management > Project Controls > Submit Risk Search > Project Risks Open > Project Management > Project Controls > Search Project Risks Also associated with a project type to enable creating from within the Project Overview page.	Project Reference Project Risk
Project Scope Change Request Represents scope changes associated with a project.	Create > Project Scope Change Open > Project Management > Project Controls > Submit Scope Change Search > Project Scope Changes Open > Project Management > Project Controls > Search Scope Changes Also associated with a project type to enable creating from within the Project Overview page.	Project Reference Project Scope Change
Program Issue Represents issues associated with a program.	Create > Program Issue Open > Program Management > Issues > Submit Program Issues Search > Program Issues Open > Program Management > Issues > Search Program Issues	Program Issue Program Reference
Program Risk Represents risks associated with a program	Search > Program Risks Create > Program Risk Open > Program Management > Risks > Search Program Risks Open > Program Management > Risks > Submit Program Risk	Program Reference Program Risk
DEM - Application Enhancement Used to request new functionality in IT current applications.	Create > Request Open > Demand Management > Create Request Search > Requests Open > Demand Management > Search Requests	Demand Management SLA Fields Demand Scheduling Fields
DEM - Database Refresh Database refresh requests can be made for all IT Ops applications in the testing phase.	Create > Request Open > Demand Management > Create Request	Demand Management SLA Fields Demand Scheduling Fields
DEM - Application Bug Used to report problems in IT applications.	Create > Request Open > Demand Management > Create Request	Demand Management SLA Fields Demand Scheduling Fields
DEM - Initiative Used to request key projects for future quarters.	Create > Request Open > Demand Management > Create Request	Demand Management SLA Fields Demand Scheduling Fields

You can create your own versions of the Best Practices request types by adding the appropriate field group, and then either editing the menu XML files or associating the request type with the project type (for Project Issue, Project Risk, and Project Scope Change).

Best Practices workflows

Best Practices Workflow	Description
PFM - Proposal	Portfolio Management process for requesting a new project.
PFM - Asset	Portfolio Management process for an asset life cycle.
PFM - Project	Portfolio Management process for a project life cycle.
Program Process	Portfolio Management process for a program life cycle.
DEM - Enhancement Request Process	Demand Management process for enhancement requests for new functionality in applications.
DEM - Database Refresh	Demand Management process for database refresh requests.
DEM - Bug Request Workflow	Demand Management process for application bug requests.
DEM - Project Initiative Process	Demand Management process for initiative requests for key projects.
Program Risk Management Process	Automated process for program risk management.
Risk Management Process	Automated process for project risk management.
Scope Change Request Process	Automated scope change request process with three levels of severity.
Issue Management Process	Automated process for issue management.

Install Deployment Management extensions

If you plan to install an Deployment Management Extension, you must do so after you install and configure OpenText PPM, and before you use OpenText PPM for processing.

You are not required to stop the PPM Server(s) before you install an Extension. However, we recommend that you install the Extension when no users are logged on to the system. Consider placing the server in RESTRICTED mode before you install.

Note: Although setting your server to RESTRICTED mode is optional, we recommend that you do so. In RESTRICTED mode, the PPM Server enables only users with Administrator access granted to log on. You can use the setServerMode.sh script to set the server to RESTRICTED mode.

For specific information on how to install an Deployment Management Extension, see the documentation for the Extension you purchased.