Create client

You can create a PPM client using PPM Customizing Toolkit version 10.5.1.

Prerequisite

The PPM infrastructure is started.

Procedure

  1. Start PPM Customizing Toolkit 10.5.1 by clicking PPM Customizing Toolkit 10.5.1 in the Windows program group ARIS > PPM 10.5.1 > Administration >.
  2. Click the Create client button in the CTK client overview.
  3. Specify the basic settings.
    1. Specify the name of the client. The source and target clients must have the same name.
    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.
    1. The import scenarios are available from version 10.2 onwards. Each scenario contains a specific set of parameter values. The parameter values are optimized for the system environment.

      Small - Optimized configuration for server systems with at least 1 GB available main memory for import programs.

      Medium - Optimized configuration for server systems with at least 4 GB available main memory for import programs.

      Large - Optimized configuration for server systems with at least 8 GB available main memory for import programs.

      Select an import scenario to set the memory settings of the programs. Depending on your selection, the programs runxmlimport, runppmimport, runpikidata, and runppmcompress automatically take the appropriate memory settings from the _vmparam.bat file and the corresponding import settings from the EpkImport_settings.properties file.

      If you have adapted the values in a previous version or if you want to set other settings, you can edit the _vmparam.bat file in the directory <PPM_CURRENT_DATA>/config/<client>/bin and the EPKImport_settings.properties file in the directory <PPM_CURRENT_DATA>/config/<client>.

      If you want to specify additional VM options, please edit the following parameters in the _vmparam.bat file:

      LOCAL_PPM5_VM_OTHERS_RT_XMLIMPORT

      LOCAL_PPM5_VM_OTHERS_RT_PPMIMPORT

      LOCAL_PPM5_VM_OTHERS_RT_PIKIDATA

      LOCAL_PPM5_VM_OTHERS_RT_PPMCOMPRESS

      Further details about import scenarios can be found in the PPM Data Import.pdf.

    2. From PPM 9.6, 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, the size of the main memory in version 10.5.1 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.

        If the old value is larger, transfer it to the settings of the new client.

        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.

    3. If you made changes to the Additional settings in the previous PPM version, you must check if any parameters from the previous version must be transferred.
  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 10.5.1. Further information can be found in the Software AG System Requirements or in the PPM Database Systems.pdf.
  10. Click Next.
  11. Enter the relevant program integration settings in the dialog Program integrations.
  12. Click Finish.

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

  13. Close PPM Customizing Toolkit.

The following directories are created in the data directory of the PPM 10.5.1 installation.

<PPM_CURRENT_DATA>/config/<client> contains the configuration files for the new client.

<PPM_CURRENT_DATA>/custom/<client> contains the customizing for the new client.