Install PPM on a Windows system

The installation utility for a Windows server is an executable file that performs the steps required for a basic server installation. The executable and supporting files are contained in a Zip file. The typical installation automatically installs the following components on the server:

  • PPM program files

  • PPM database objects

  • Start menu item

  • Windows service

Caution: You cannot install PPM unless you have SYSDBA privileges or a DBA has already created the required schemas.

Prerequisite:

You as the system user should have grants to the following sys package before the installation:

  • grant EXECUTE on SYS.DBMS_CRYPTO to <system_user> with grant option;
  • grant SELECT on SYS.USER_OBJECTS to system with grant option;

The <system_user> is the user you input in the installation bundle UI. Make sure this user has the privileges to execute the following SQL statements if you do not create database schemas before the installation:

  • CreateKintanaUser.sql

  • CreateRMLUser.sql

To install the PPM Server on Windows:

  1. Make sure that you have a UNIX emulator (such as Cygwin) installed.

    2. Note: To configure private key authentication with secure shell (see the Configure Private Key Authentication with Secure Shell section in the System Administration Guide), you use the ssh-keygen utility, which is part of the Cygwin installation. To get this utility, you must enable the Open SSH components during Cygwin installation.

  2. Extract all files from ppm-<ppm_version>-install.zip to the file system.

    The extraction creates the <PPM_Extract>/ppm<ppm_version> directory, which includes the install.sh file.

  3. From the ppm<ppm_version> directory, use Windows Command or Cygwin to run the install.sh script.

    The OpenText PPM installer starts.

    Note: If you install PPM on Windows 2016 with JDK 7, you have to modify the properties of the ppm_install.exe file for the installer to run properly. To do so:

    1. Locate and right click the ppm_install.exe file in the <PPM_Extract>/ppm<ppm_version>/Disk1/InstData/Windows/NoVM directory.
    2. Select Properties from the popup menu.
    3. In the ppm_install Properties window, go to the Compatibility tab.
    4. In the Compatibility mode section, select the Run this program in compatibility mode for: checkbox and select a desired option from the drop-down list.
    5. Then in the Privilege level section, select the Run this program as an administrator checkbox.
    6. Click Apply.
    7. Click OK.
    8. Double click the ppm_install.exe file to launch the OpenText PPM installer.

  4. From the Select the language for this installation list, select the language that you want the installer to use to display the installation steps.

    Depending on the operating system language of the host machine, the languages available for displaying the installation wizard steps are limited, as shown in the following table.

    Operating System Language

    Languages Available for Displaying Installation Wizard Steps

    English
    Spanish
    Italian
    French
    Dutch
    German
    Portuguese (Brazilian)
    Swedish

    English
    Spanish
    Italian
    French
    Dutch
    German
    Portuguese (Brazilian)
    Swedish

    Chinese

    Chinese
    English

    Korean

    Korean
    English

    Japanese

    Japanese
    English

    Turkish

    Turkish
    English
    Arabic Arabic
    English

    Polish

    (available in 23.3 and later versions)

    Polish

    English

     

    So, for example, if your operating system is Chinese, you can view the installer steps in either Chinese or English. This option in no way affects the language packs that you can install.

    Limitation: If the Windows system language is Chinese, Japanese, or Korean, and the system has JDK 8 installed, PPM installer wizard does not display language list.

    Workaround: This is the limitation of the third-party software InstallAnywhere. To work around this issue, run the following command to set the locale for the PPM installer wizard:

    sh install.sh -l <language_code>

    where language codes for Chinese, Japanese, and Korean are zh_CN, ja, and ko respectively.

    Note: The language you select here is not the same as the system language, which you select at a later step.

  5. On the License Agreement page, read the agreement carefully, and then select I accept the terms of the License Agreement.

  6. On the Choose License page, select Yes, I have a license and want to install it now to install an Autopass license file that is sent to you. Or, select No, thanks. I will install the license later. to generate and activate a 60-day trial license.

  7. On the next several pages, provide the information you collected to prepare for the installation (see Collect required information).

  8. From the Select the system language list, select the OpenText PPM system language to use.

    The system language is the language used to generate system-level information such as server start-up and shut-down messages. The system language is also used to display attributes of system data that does not support multiple translations. For more information, see Multilingual user interface.

    Limitation: (Available in 23.3 and later versions) If you select Polish as the system language, the regional calendar for Poland is not available for selection.

    Workaround: You need to create a Polish regional calendar. For details, see the Set up a regional calendar section in the Resource Management Guide.

  9. Select the check boxes for any languages you want to deploy in addition to the system language on your instance.

    Note: You can always install languages later, as needed, by running the kDeploy.sh script. For information on how to deploy languages after you install OpenText PPM, see Multilingual user interface.

  10. On the server mode step, do one of the following.

    Note: In this context, the term "server mode" refers to a stand-alone or a clustered type of installation, and is different than the server mode addressed in Set the server mode.

    • If you are installing a primary PPM Server for a production instance, select Cluster.

    • If you are installing a OpenText PPM testing instance or development instance that will consist of a single PPM Server, leave Stand-alone selected.

      • The Configuration Option page opens next.

  11. On the Configuration Option page, indicate whether you want to configure the PPM Server during installation, or later, after installation.

    Note: For instructions on configuring the server later, see Configure the system.

  12. If you choose to configure the server, the installer displays several pages of server configuration parameters. Provide values for all of the required parameters, which are displayed in red text, and for any optional parameters you want to set.

    For descriptions of and valid values for all listed parameters, see Server configuration parameters.

    After you provide all required information, the Pre-Install Summary page displays summary information about the installation to be performed.

  13. To proceed with the installation, click Install.

    Note: The installer displays a progress bar that enables you to monitor installation.

    To optimize system performance, the installation script rebuilds statistics for the Oracle optimizer. For the installation procedure to perform this step, you must have the following grants to the schema in place:

    • grant select on v_$parameter to <PPM_Schema>

    • grant select on v_$mystat to <PPM_Schema>

    • grant select on v_$process to <PPM_Schema>

    • grant select on v_$session to <PPM_Schema>

    • grant execute on dbms_stats to <PPM_Schema>

      • The GrantSysPrivs.sql script (located in the <PPM_Extract>/ppm960/sys directory) performs these required grants.

      If you did not run the GrantSysPrivs.sql script before you started installation, do it now (with SYS DBA access).

  14. After successful installation, OpenText PPM is installed as a Windows service. You can view the properties for this service through the Services Control Panel item. To complete the service setup, start the OpenText PPM service from the Control Panel (Start > Administrative Tools > Services.)

We recommend that you set the startup type to Automatic so that the PPM Server restarts automatically after the computer is restarted. If you have generated a custom OpenText PPM user, specify this user name for the "Log On As" value.

Note: OpenText PPM comes with an Administrator user with the default username/password combination admin/admin. We recommend that you change the password for the administrator user after you install OpenText PPM.

An item that corresponds to the Windows service name that you specified during installation is added to the Start menu. The menu provides links to OpenText PPM documentation and an uninstall program.

If you did not configure the PPM Server during installation, see Configure or reconfigure the PPM Server.