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Deltek Acumen Touchstone 8.0 Installation and Administration Guide

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Deltek Acumen Touchstone 8.0 Installation and Administration Guide Deltek Acumen Touchstone 8.0 Installation and Administration Guide November 15, 2019 Revised Date: April 2, 2020 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein. The information contained in this publication is effective as of the publication date below and is subject to change without notice. This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc. This edition published April 2020. © Deltek, Inc. Deltek’s software is also protected by copyright law and constitutes valuable confidential and proprietary information of Deltek, Inc. and its licensors. The Deltek software, and all related documentation, is provided for use only in accordance with the terms of the license agreement. Unauthorized reproduction or distribution of the program or any portion thereof could result in severe civil or criminal penalties. All trademarks are the property of their respective owners. Installation and Administration Guide ii Contents Overview.............................................................................................................................................. 6 Consulting ........................................................................................................................................ 6 Contact Information .......................................................................................................................... 6 Additional Notes ............................................................................................................................... 6 If You Need Assistance ........................................................................................................................ 7 Customer Services ........................................................................................................................... 7 Deltek Support Center ...................................................................................................................... 7 Access Deltek Support Center...................................................................................................... 8 Before You Begin Deployment ............................................................................................................. 9 Logical Tiers ..................................................................................................................................... 9 Installation/Deployment Models .................................................................................................... 9 Service Accounts ............................................................................................................................ 10 Supported Deployment Scenarios ................................................................................................... 10 Unsupported Scenarios .................................................................................................................. 11 Permissions Required to Install Touchstone .................................................................................... 11 Security .......................................................................................................................................... 11 System Requirements ........................................................................................................................ 13 Platform Virtualization ..................................................................................................................... 13 Software Requirements .................................................................................................................. 13 Supported Deployment Technology ............................................................................................ 13 Database Requirements ................................................................................................................. 15 Database Sizing Utility ............................................................................................................... 15 PPM Suite Shared Database ...................................................................................................... 15 Database Maintenance Activities ................................................................................................ 15 Pre-Installation Checklists .................................................................................................................. 16 You Should Know…........................................................................................................................ 16 Database Tier ................................................................................................................................. 16 Web/Application Tier ....................................................................................................................... 16 Installation Overview .......................................................................................................................... 18 Install Touchstone on a Server with No Internet Access...................................................................... 19 Install Touchstone on a Server with Internet Access ........................................................................... 20 Step 1: Download the PowerShell Script from DSM ........................................................................ 20 Step 2: Set Up the Environment and Verify Script Prerequisites (no switches) ................................. 21 Installation and Administration Guide ii Contents Step 3: Verify Software Prerequisites (-CheckPreReq Switch) ......................................................... 22 Step 4: Install Touchstone (-Setup Switch) ...................................................................................... 23 Step 5: Create the Touchstone Tables in the Database ................................................................... 25 SQL Server Scripts .................................................................................................................... 26 Oracle Scripts ............................................................................................................................ 26 Step 6: Set Up EPM Security Administrator ..................................................................................... 26 Add the Data Source .................................................................................................................. 27 Add the Touchstone URL ........................................................................................................... 28 Add the Touchstone Product License ......................................................................................... 28 Add Touchstone Users ............................................................................................................... 28 Step 7: Verify That the Installation Was Successful ......................................................................... 29 Step 8: Initial Setup in Touchstone .................................................................................................. 29 Touchstone Logs ............................................................................................................................... 30 Optional Switches .............................................................................................................................. 31 DownloadSetupPrep Switch ............................................................................................................ 31 Upgrade Switch .............................................................................................................................. 32 Uninstall Switch .............................................................................................................................. 33 SendLogsToDeltek Switch .............................................................................................................. 33 ConfigureWindowsAuthentication Switch ........................................................................................ 33 Troubleshooting ................................................................................................................................. 35 Installation Issues ........................................................................................................................... 35 Touchstone Window is Empty ......................................................................................................... 35 Appendix A: Using Microsoft SQL Server with Touchstone ................................................................. 36 Database Platform Options for Microsoft SQL Server Databases .................................................... 36 Storing Touchstone Data in a Microsoft SQL Server Database ................................................... 36 Download the Microsoft OLE DB Driver .......................................................................................... 38 Microsoft SQL Server Edition and
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