Create client

You can install a PPM client using PPM Customizing Toolkit version 9.9.

Prerequisite

The PPM infrastructure is started.

Procedure

  1. Start PPM Customizing Toolkit 9.9 by clicking Start Customizing Toolkit 9.9 in the Windows program group Software AG > Administration.
  2. Click the Create client button in the PPM Customizing Toolkit 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 client template matching the client to be migrated (e.g., base_en for English clients, base_de for German clients). If you do not find a suitable client template, select base_en.
  4. Click Next.
  5. Specify the server settings.

    The JVM parameters of the server programs and the operating mode of the client need to match the data in the respective PPM 5 client.

    In PPM 9.9, more temporary memory is required for the analysis server. The temporary memory will always be drawn from the overall main memory of the analysis server. Therefore, it is recommended that you select a larger main memory for version 9.9 than for the previous version.

    1. Enter the value used in version 5.x 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 of the analysis server by the difference multiplied by 1.1.
    4. If you made changes to the Additional settings in version 5.x you need to check if you want to transfer individual parameters from version 5.x.
  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. Please note the platforms supported by PPM 9. Detailed information on this is provided in the webMethods system requirements (wM_9.9_SystemRequirements).
  10. Click Next if you are using program integrations, dashboards, or the PPM query interface, otherwise click Finish.
  11. Enter the relevant program integration settings in the dialog Program integrations.
  12. Click Next if you are using dashboards or the PPM query interface in the client to be migrated, otherwise click Finish.
  13. In the Dashboard settings dialog, specify if Performance Dashboard, Management views, and the PPM query interface are 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.

After this process, the following new directories will be available in the data directory of the PPM 9.9 installation.