Create client

You can create a PPM client using PPM Customizing Toolkit version 10.1.

Prerequisite

The PPM infrastructure is started.

Procedure

  1. Start PPM Customizing Toolkit 10.1 by clicking PPM Customizing Toolkit 10.1 in the Windows program group Software AG > Administration >.
  2. Click the Create client button in the CTK client overview.
  3. Specify the basic settings.
    1. Specify the name of the client. It should be identical with the client to be migrated.
    2. Enable the Create customizing files option.
    3. Enable the Select client template option and select a base client matching the client to be migrated (for example, base_en for English clients, base_de for German clients). If you do not find a suitable base client, select base_en.
  4. Click Next.
  5. Specify the server settings.

    The memory setting for the programs runxmlimport, runppmimport, runpikidata, runppmcompress will be adapted by CTK. Please select an import scenario to set the memory setting of the programs. Depending on the selected import scenario the following values are assigned:

    Configuration

    SMALL

    LOCAL_PPM5_VM_MAX_MEM_RT_XMLIMPORT=1024

    LOCAL_PPM5_VM_MAX_MEM_RT_PPMIMPORT=1024

    LOCAL_PPM5_VM_MAX_MEM_RT_PIKIDATA=512

    LOCAL_PPM5_VM_MAX_MEM_RT_PPMCOMPRESS=512

    LOCAL_PPM5_VM_MIN_MEM_RT_XMLIMPORT=128

    LOCAL_PPM5_VM_MIN_MEM_RT_PPMIMPORT=128

    LOCAL_PPM5_VM_MIN_MEM_RT_PIKIDATA=64

    LOCAL_PPM5_VM_MIN_MEM_RT_PPMCOMPRESS=64

    Configuration

    MEDIUM

    LOCAL_PPM5_VM_MIN_MEM_RT_XMLIMPORT=512

    LOCAL_PPM5_VM_MIN_MEM_RT_PPMIMPORT=512

    LOCAL_PPM5_VM_MIN_MEM_RT_PIKIDATA=256

    LOCAL_PPM5_VM_MIN_MEM_RT_PPMCOMPRESS=256

    LOCAL_PPM5_VM_MAX_MEM_RT_XMLIMPORT=4096

    LOCAL_PPM5_VM_MAX_MEM_RT_PPMIMPORT=4096

    LOCAL_PPM5_VM_MAX_MEM_RT_PIKIDATA=2048

    LOCAL_PPM5_VM_MAX_MEM_RT_PPMCOMPRESS=2048

    Configuration

    LARGE

    LOCAL_PPM5_VM_MIN_MEM_RT_XMLIMPORT=1024

    LOCAL_PPM5_VM_MIN_MEM_RT_PPMIMPORT=1024

    LOCAL_PPM5_VM_MIN_MEM_RT_PIKIDATA=512

    LOCAL_PPM5_VM_MIN_MEM_RT_PPMCOMPRESS=512

    LOCAL_PPM5_VM_MAX_MEM_RT_XMLIMPORT=8196

    LOCAL_PPM5_VM_MAX_MEM_RT_PPMIMPORT=8196

    LOCAL_PPM5_VM_MAX_MEM_RT_PIKIDATA=4096

    LOCAL_PPM5_VM_MAX_MEM_RT_PPMCOMPRESS=4096

    Since PPM 9.6, more temporary memory has been required for the analysis server. The temporary memory will always be drawn from the overall main memory of the analysis server. Therefore, the size of the main memory in version 10.1 should be larger overall than in version 9.6 or older.

    1. Enter the value used in the previous PPM version for the main memory settings.
    2. Click Additional settings.
    3. Set the value for Temporary memory.
      1. If the old value is larger transfer it to the settings of the new client.
      2. If the old value is smaller, remember the difference between the old and the new value and close the Additional settings dialog. Increase the main memory for the analysis server by this difference multiplied by 1.1. Enter the rounded value, that is with no decimal places.
    4. If you made changes to the Additional settings in the previous PPM version you need to check if you want to transfer individual parameters from the previous PPM version.
  6. Click Next.
  7. Specify the corresponding settings in the Language and e-mail settings dialog. The settings need to match those of the client to be migrated.
  8. Click Next.
  9. In the Database settings dialog, specify the parameters of the database used by the client to be migrated. Note the database platforms supported by PPM 10.1. Further information can be found in the Software AG System Requirements.
  10. Click Next.
  11. Enter the relevant program integration settings in the dialog Program integrations.
  12. Click Next if you are using the PPM query interface in the client to be migrated, otherwise click Finish.
  13. In the Query interface settings dialog, specify if the query interface is to be enabled, and enter a password.
  14. Click Finish.

    A new client is created with the name you specified (<client>).

  15. Close PPM Customizing Toolkit.

When this process is complete, you will find the following new directories in the data directory of the PPM 10.1 installation.