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Oracle

Primavera

Portfolio Management Cloud Marketplace Deployment Guide

Version 20

March 2022

3

Contents

Purpose ............................................................................................................................................. 5

Before You Begin .............................................................................................................................. 5

Prerequisites ........................................................................................................................................... 5

Security ................................................................................................................................................... 8

Create Your Oracle Primavera Portfolio Management Environment on Oracle Cloud Marketplace . 9

Launch Primavera Portfolio Management on Oracle Cloud Marketplace .......................................... 9

Configure Your Virtual Machine Environment....................................................................................... 9

Connect to your Virtual Machine Instances ........................................................................................ 11

Configure Your Primavera Portfolio Management in a Stacked Environment ................................ 11

Create a Container Database and Pluggable Database Using the Database Configuration Assistant on

the Oracle Database Instance ............................................................................................................. 12

Create a Net Service Name on the Oracle Database Instance ......................................................... 13

Create a Self-Signed Certificate on the Primavera Portfolio Management Virtual Machine Instance14

Establish a Connection from the Application Server to the Database Using TNS ............................ 14

Establish a Connection from the Application Server to the Database Using EZ Connect ............... 15

Import Data to an Oracle Database Instance ..................................................................................... 16

Check the Primavera Portfolio Management Log for Host Name Length Error................................ 19

Access the Application .................................................................................................................... 19

Maintaining Virtual Machine Instances .......................................................................................... 20

Apply Patches ....................................................................................................................................... 20

Increase the Volume for Virtual Machine Instances .......................................................................... 20

Delete Virtual Machine Instances ....................................................................................................... 20

Rebooting your Oracle Database Virtual Machine Instance .............................................................. 21

Want to Learn More? ...................................................................................................................... 21

Copyright ......................................................................................................................................... 22

5

Purpose

Oracle Cloud Marketplace enables you to provision instances rapidly on Oracle Cloud Infrastructure (OCI). After you have created a virtual machine instance, you can log into and use Primavera Portfolio Management on the virtual machine. Use this document to deploy Primavera Portfolio Management environment in Oracle Cloud Infrastructure with an Oracle 19c database using a stacked configuration. A stacked environment includes a virtual machine for the Primavera Portfolio Management application and a separate virtual machine for the Oracle database. This process should be carried out by someone familiar with database administration.

Before You Begin

This deployment is Bring Your Own License (BYOL). You need a license for both Oracle Primavera Portfolio Management and Oracle Database 19. You can find more information about BYOL on the Cloud Infrastructure Pricing (https://www.oracle.com/cloud/pricing/) page.

Prerequisites

The following are necessary in order to setup Primavera Portfolio Management in Oracle Cloud

Marketplace.

Verify Oracle Cloud Infrastructure Accounts

This documentation assumes you have obtained an Oracle Cloud Infrastructure account. If not, consult the Oracle Cloud Infrastructure Documentation See Request and Manage Free Oracle Cloud Promotions

Verify Oracle Cloud Account Credentials

About your Oracle Cloud Compute account.

See Signing in to the Console

(https://docs.oracle.com/en-us/iaas/Content/GSG/Tasks/signingin.htm) in the Oracle Cloud

Infrastructure documentation.

Tenancy

Setting Up Your Tenancy

Services and Policies

You must have access to these services:

Portfolio Management Cloud Marketplace Deployment Guide 6

Create and manage compartments

View resource manager stack jobs

Create compute instances

Create VCNs and Subnets

Create Load Balancer

Create Bastion.

In order to access the services, need to create policies, see the following:

Service Limits, Quotas, Policies, and Events

cies-and-events.html)

Common Policies

Compartment

Managing Compartments

Regions and availability domains

Sufficient quota in target region and target availability domain should be available. See Regions and Availability Domains

Resource Manager

Overview of Resource Manager

er.htm)

Compute Instances

Overview of the Compute Service

Compute Shapes

Compute Shapes

For more information regarding compute shapes, see Oracle Cloud Marketplace Configurations in the Primavera Portfolio Management Hardware and Sizing Guide

VCNs and Subnets

Overview of VCNs and Subnets

w_of_VCNs_and_Subnets.htm)

Before You Begin

7

SSH Key Pairs

The Oracle Cloud Infrastructure Oracle Database Virtual Machine uses Linux as its operating system and authentication requires a SSH public key. Create a secure shell (SSH) key pair so that you can access the compute instances in your

Oracle Database Server domains.

A key pair consists of a public key and a corresponding private key. When you create a domain using Oracle WebLogic Server for Oracle Cloud Infrastructure, you specify the public key. You then access the compute instances from an SSH client using the private key.

See Creating a Key Pair

(https://docs.oracle.com/en-us/iaas/Content/Compute/Tasks/managingkeypairs.htm) in the

Oracle Cloud Infrastructure documentation.

Bastion

Connect to bastion only to access the instances of private subnet. Only required when deploying the application on a private subnet.

Bastion Overview

/Concepts/bastionoverview.htm)

Create and Manage Bastions

/Tasks/managingbastions.htm)

Managing Sessions

/Tasks/managingsessions.htm)

Connecting to Sessions

/Tasks/connectingtosessions.htm)

Load Balancer

Only required when deploying the application on a private subnet.

Getting Started with Load Balancing

Note: In Load Balancing, private IPs should be added along with

Listener port.

Data If you intend to import your existing Primavera Portfolio Management database, you must create a database dump (.dmp) of your Primavera Portfolio Management database.

Other tools used in these procedures:

PuTTY

VNC Viewer

Portfolio Management Cloud Marketplace Deployment Guide 8

Oracle SQL Developer

FTP Software

Note: Before you provision an instance, you can estimate the cost of the resources and services to use in your instance. See Oracle Cloud Cost Estimator

Security

Security in the cloud is a shared responsibility between you and Oracle. In a shared, multitenant compute environment, Oracle is responsible for the security of the underlying cloud infrastructure (such as data center facilities, hardware, and software) and you are responsible for securing your workloads and configuring your services (such as compute, network, storage, and database) securely. See Shared Security Model in the Security checklist for Oracle Cloud

Infrastructure.

The following principles are fundamental to using any application securely: Keep patches up-to-date. This includes all product patches and Operating System patches. Limit privileges as much as possible. Users should be given only the access necessary to perform their work. User privileges should be reviewed periodically to determine relevance to current work requirements. Monitor system activity. Establish who should access which system components, and how often, and monitor those components. To understand about more security services available in Oracle cloud Infrastructure see Security Services in Oracle Cloud Infrastructure documentation. Use secure best practices. For more information, see Security Best Practices in the Oracle

Cloud Infrastructure documentation.

Keep up-to-date on security information. Oracle regularly issues security-related patch updates and security alerts. Install all security patches as soon as possible. See the Critical

Patch Updates and Security Alerts website.

If you're creating a Linux instance, then try to determine how many users you expect to access the instance and plan for a separate SSH key pair for each user. Keep your SSH keys secure. Establish policies to ensure that the keys aren't lost or compromised when employees leave the organization or move to other departments. If you lose your private key, then you can't access your instances. For business continuity, ensure that the SSH keys of at least two IT system administrators are added to your instances. If you need to edit the ~/.ssh/authorized_keys file of a user on your instance, then before you make any changes to the file, start a second ssh session and ensure that it remains connected while you edit the authorized_keys file. This second ssh session serves as a backup. If the authorized_keys file gets corrupted or you inadvertently make changes that result in your getting locked out of the instance, then you can use the backup ssh session to fix or revert the changes. Before closing the backup ssh session, test the changes you made in the authorized_keys file by logging in with the new or updated

SSH key.

Ensure instance isolation by creating security lists and adding instances to the appropriate security lists. Instances within a security list can inter-communicate freely over any protocol. Create Your Oracle Primavera Portfolio Management Environment on Oracle Cloud Marketplace 9 To monitor network traffic on Oracle Cloud Infrastructure, enable VCN flow logs. For more information, see VCN Flow Logs in the Oracle Cloud Infrastructure documentation. To know more about the Oracle Cloud Infrastructure Service Level Agreement (SLA) refer the Pillar Document. For OPPM product related security configurations, please refer the Primavera Portfolio

Management Security Guide.

Create Your Oracle Primavera Portfolio

Management Environment on Oracle Cloud

Marketplace

To create an Oracle Primavera Portfolio Management Environment on Oracle Cloud Marketplace, complete the topics in this section in the order presented. Launch Primavera Portfolio Management on Oracle Cloud Marketplace Oracle Cloud Marketplace allows you to create an instance of a particular version of Oracle Primavera Portfolio Management which will create a virtual machine with that version of Oracle

Primavera Portfolio Management already installed.

To launch an instance:

1) Go to cloudmarketplace.oracle.com (https://cloudmarketplace.oracle.com)

2) In Products search for Oracle Primavera Portfolio Management.

3) In Search Results select Oracle Primavera Portfolio Management.

4) The Oracle Primavera Portfolio Management description page will open. Click Get App.

5) Select Commercial Market then click Sign in.

6) On the Cloud Sign In page, in the Cloud Account name field, enter your cloud account

(tenancy) name then click Next.

7) Select your identity provider and click Next.

8) In the appropriate sign in screen enter your Username and Password and Sign in.

9) The Oracle Primavera Portfolio Management page appears.

10) In the Version field, the version is displayed. Select the latest available version.

11) In the Compartment field, select the compartment where you will deploy the application

instances.

12) Select terms and conditions check box.

13) Click Launch Stack.

Configure Your Virtual Machine Environment

On the Create Stack Page, under Stack Information, stack details will be populated. Click Next. Portfolio Management Cloud Marketplace Deployment Guide 10

General Settings

On the Configure Variables page, in the Target Compartment field, make sure your target compartment is selected. If you want to select a different compartment you can select it here. Primavera Portfolio Management Application VM details

1) In the Display name of VM field, type a name of up to 15 characters for the Application

compute instance as you want it to appear in the console.

2) In the Availability Domain of application field, select the Availability Domain where you

want to deploy the application.

3) In the OPPM application Instance Shape field, select the Shape for the OPPM compute

instance. Note: If the selected shape is a Flex shape, the OPPM Instance OCPUs field and the Memory in gbs field appear. Enter the number of CPUs and the amount of memory to allocate to the application compute instance.

4) In the OPPM VM user account password section, enter a password for the OPPM VM

Windows user account. You will use this password to connect to the application instance.

5) In the OPPM Instance Timezone field, UTC is selected by default, do not change this

setting.

Oracle DB VM details

1) In the Display name of VM field, type the Name of up to 15 characters for the database

compute instance as you want it to appear in the console.

2) In the Availability Domain of database field, select the Availability Domain where you want

to create the Oracle DB compute instance.

3) In the Oracle DB Instance Shape field, select the Shape for the Oracle DB compute

instance. Note: If the selected shape is a Flex shape, the Database Instance OCPUs field and the Memory in gbs field appear. Enter the number of CPUs and the amount of memory to allocate to the database compute instance.

4) In the SSH Public Key area, use the Browse link to locate and select your SSH public key.

See SSH Key Pairs in Prerequisites (on page 5).

5) In the OPPM Instance Timezone field, UTC is selected by default, do not change this

setting.

Network Configuration

1) Select Public OPPM node visibility if you want the OPPM node to have a public IP

address.

2) Make sure the Target Network compartment filed shows the compartment containing the

target VCN.

3) Make sure the Select Virtual Network field shows the correct VCN in which to create the

compute resources. Configure Your Primavera Portfolio Management in a Stacked Environment 11

4) Make sure the Target application subnet compartment field shows the correct

compartment containing the target application subnet.

5) In the Select Application Subnet field, select the correct private or public subnet for the

target instance. Note: Use of a private subnet requires the use of Bastion and Load Balancing to make the application instance available over the network. See Bastion and Load Balancer in Prerequisites (on page 5).

6) Click Next.

Review

1) Use the Review page to review your settings. If any changes are necessary us the previous

button to go back to make changes.

2) Click Create.

3) On the Job Details page, you will see that your Create job is accepted and you can monitor

the progress of the job. It takes approximately 20 minutes to create the application instance. When the job is complete the indicator will turn green.

4) When the job is complete, click the Oracle Cloud menu in the upper left corner of the page

and select Compute then click Instances.

5) The Instances page appears showing the status of instances in your compartment. Once an

instance shows Running, you can use that instance.

Connect to your Virtual Machine Instances

Log into your Windows virtual machine using Windows Remote Desktop Connection, using the Windows instance IP address and Windows VM user credentials. To connect to your Linux VM over SSH from Windows, you can use PuTTY or a similar application. You will need your SSH private key for authentication. See SSH Key Pairs in

Prerequisites (on page 5).

Complete the topics in the next section in the order presented to configure Primavera Portfolio

Management with your database.

Configure Your Primavera Portfolio Management

in a Stacked Environment The stacked environment consists of a Primavera Portfolio Management Virtual Machine Instance and an Oracle Database on Linux Virtual Machine Instance. Complete the topics in this section in the order presented to configure Primavera Portfolio Management with your database. Portfolio Management Cloud Marketplace Deployment Guide 12 Create a Container Database and Pluggable Database Using the Database Configuration Assistant on the Oracle Database Instance Primavera Portfolio Management requires both a Container Database (CDB) and Pluggable Database (PDB) to operate. The following steps describe creating a CDB and a PDB using the

Database Configuration Assistant (DBCA).

Prerequisite

1) Connect to the Oracle Database VM Instance. You can use PuTTY or a similar application to

do this. You will need your SSH private key for authentication. See SSH Key Pairs in

Prerequisites (on page 5).

2) Log into the database server as opc user.

3) Switch to root user - Type sudo su then Enter.

4) Execute the following commands:

a. firewall-cmd --zone=public --add-port=1521/tcp --permanent b. firewall-cmd --reload c. firewall-cmd --zone=public --add-port=5901/tcp Note:This command will open port 5901 to use VNC Viewer for your assigned display number 1. d. chown -R oppmadmin:oinstall /home/oppmadmin/.bash_history

Create Database

1) Log into the database server as oppmadmin user.

2) Type vncserver then Enter. This starts the VNC session on the Oracle Database VM.

3) Run VNC Viewer on your local windows computer as administrator. Enter the IP address

along with the your assigned display number in the format :Number>.

4) Enter the VNC server password to connect.

5) In VNC switch to Terminal mode and type pwd to check what directory you are in. Use the cd

command to make sure you are in the /u01/linux_db_home/bin directory.

6) Execute the following command: ORACLE_HOME=/u01/linux_db_home; export

ORACLE_HOME

ORACLE_SID=orcl; export ORACLE_SID

7) Type ./dbca then Enter.

8) On the Database Operation screen, select Create a database then click Next.

9) On the Creation Mode screen, select the Advanced Configuration option then click Next.

10) On the Deployment Type screen, accept the default selections then click Next.

11) On the Database Identification screen

a. In the Global database name field, enter a unique global database name, using the format .. b. Select the Create as Container database option. Configure Your Primavera Portfolio Management in a Stacked Environment 13 c. Select the Use Local Undo tablespace for PDBs option. d. Select the Create a Container database with one or more PDBs option, e. In the PDB Name field, enter a PDB name, for example pdb. Make a note of this name. This name, followed by the domain name is the Service Name/ Instance Name for the database, which you will need when you create a Net Service Name and for establishing connection from the Application Server to the Database Using EZ CONNECT. f. Click Next.

12) On the Storage Option screen, make any selections you want then click Next.

13) On the Fast Recovery Option screen, make any selections you want then click Next.

14) On the Network Configuration screen, select the Create a new listener option, enter a name

for the new listener and provide a port number. Click Next.

15) On the Data Vault Option screen, make any selections you want then click Next.

16) On the Configuration Options screen, make any selections you want then click Next.

a. On the Character sets tab select Use OS character set (WE8MSWIN1252). b. Click Next.

17) On the Management Options screen, clear all selections then click Next.

18) On the User Credentials screen, select Use the same administrative password for all

accounts. Enter a password in the Password field, then enter the same password in the

Confirm password field then click Next.

19) On the Creation Option screen select Create database then click Next.

20) On the Summary screen you can review your settings then click Finish.

21) The Progress page will display the progress of your database creation.

22) The Finish page displays the status of your database creation.

23) Click Close.

Create a Net Service Name on the Oracle Database Instance Primavera Portfolio Management uses a net service name to connect to the database. A net service name is a simple name for the database service that resolves the network address of the database and the name of the database service. You must create the net service name using

Network Configuration Assistant (NetCA).

To create a net service name:

1) In the VNC Viewer console, make sure you are in the /u01/linux_db_home/bin directory

then type ./netca then Enter.

2) In the Net Configuration Assistant wizard:

a. Select Local Net Service Name configuration, and click Next. b. Select Add, and click Next. c. In the Service Name field, enter the service name in the format . then click Next. d. Select TCP, and click Next. Portfolio Management Cloud Marketplace Deployment Guide 14 e. In the Host name field, enter the host name in the format . then click Next. f. Select Yes, perform a test, and click Next. g. Click Change Login, and enter the username and password of the SYSTEM user, then click Test. h. When the connection test is successful, press Next and enter a name in the Net Service Name field. Make a note of this Net Service Name, you will use it when you connect the application to the database using TNS. Click through the remaining screens using Next until you can click Finish. Create a Self-Signed Certificate on the Primavera Portfolio Management Virtual

Machine Instance

Primavera Portfolio Management uses secure communications protocol (https). An SSL certificate is required. You can either choose the SSL certificate provided by your organization or you can create a self-signed certificate from IIS. Use this procedure to create a self-signed certificate:

1) Login to the Primavera Portfolio Management Application Server Instance as oppmadmin.

2) Open Internet Information Services (IIS) Manager from Windows Search.

3) Select the Server Name in the Connections pane.

4) Select Server Certificates in the Features view.

5) On the Right Pane, click on Create Self-Signed Certificate.

6) The Self-Signed Certificate dialog opens up, enter a name in the text box, select a certificate

store for the new certificate and click OK.

7) On the Connections pane click Default Web Site.

8) Click Bindings on the Actions Pane.

9) Select https and click Edit.

10) On Edit Site Binding, Select on the SSL Certificate name you created. Then click OK and

close the site bindings screen.

11) Select the Primavera Portfolio Management Server Machine name on the connections page

then click Restart on the Actions Pane. Establish a Connection from the Application Server to the Database Using TNS To create a new User (Schema) Name and establish a connection using TNS: Copy the files 'tnsnames.ora' and 'sqlnet.ora' from /u01/linux_db_home/network/admin in the database server to this location on the Primavera Portfolio Management application server instance:

C:\Program Files\Oracle\Primavera Portfolio

Management\InstantClient\network\admin

You will need an FTP client to copy the files.

1) Click Start > Programs > Primavera Portfolio Management > Primavera Portfolio

Management Console.

Configure Your Primavera Portfolio Management in a Stacked Environment 15

2) In the console:

a. Click Add. b. From the Type list, select Oracle as the database server. c. From the Method list, select TNS. d. Click Create User.

3) In the Oracle Database Configuration utility click Next.

a. In the SYS Password field, enter the SYS password. b. In the Method field, select TNS. c. In the Net Service Name field, enter the Net Service Name you created then click Next. d. Enter a user name and password for the database. e. Verify the User Location field has the correct path, for example /u01/app/oppmadmin/oradata/ORCL/. f. Click Next. g. When the Success screen displays, Click Close.

4) In the console:

a. On the Add Database dialog, in the Service field, enter the Net Service Name name you used when creating the database user. b. Enter the database user name and password. c. Click OK. Note: If the connection fails, you may have to restart the console software and repeat steps 4 a, b, and c, but you do not have to create a user again. d. Enter and confirm the Administrator Password then click OK.

5) In the First quarter start date field, select the start date for the first quarter of the year of

your organization. Note: The first quarter start date can only be set once when the database is created using the Primavera Portfolio Management Console. Once set, the first quarter start date cannot be changed. a. After the new database is created it will be listed in Other Databases in the console. Click the database row to select it then click Make Current Database. b. In the Bridge for Project Management warning dialog, click Yes. Establish a Connection from the Application Server to the Database Using EZ

Connect

To create a new User (Schema) Name and establish a connection using EZ Connect:

1) Click Start > Programs > Primavera Portfolio Management > Primavera Portfolio

Management Console.

2) In the console:

a. Click Add. Portfolio Management Cloud Marketplace Deployment Guide 16 b. From the Type list, select Oracle as the database server. c. From the Method list, select EZ CONNECT. d. Click Create User.

3) In the Oracle Database Configuration utility, click Next.

a. In the SYS Password field, enter the SYS password. b. In the Method field, select EZ CONNECT. c. In the Server field, enter the host name in the format .. d. In the Instance field, enter instance name in the format .

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