MPM Getting Started 3
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Getting Started Version 3.2 ©2008 Deltek, Inc. All rights reserved. ©2008 Deltek, Inc. All rights reserved. MPM Getting Started 3 Contents About this Manual ....................................................................................6 Contacting Technical Support ................................................................8 1 Introduction to MPM ...........................................................................11 1.1 MPM (Micro-Frame Program Manager) ...................................... 12 1.2 Backing Up MPM Files ................................................................ 14 2 Installing MPM .................................................................................... 17 2.1 Introduction to Installing MPM ..................................................... 18 2.2 Pervasive.SQL V9 Workgroup Engine (V9.5) .............................. 22 2.3 Standalone Installation ................................................................ 26 2.4 Administrator Installation ............................................................. 34 2.5 Workstation Installation ............................................................... 40 2.6 Database Engine Installation ....................................................... 46 2.7 Pervasive System Analyzer ......................................................... 52 2.8 Configuring MPM ......................................................................... 58 3 Using MPM ..........................................................................................61 3.1 Introduction to Using MPM .......................................................... 62 3.2 Windows Features .......................................................................64 3.3 Logging In and Logging Out of MPM ........................................... 66 3.4 Running the User Logout Utility ................................................... 68 3.5 Using the Menu Manager ............................................................ 70 3.6 The Open Dialog Box – Access to MPM Tasks ........................... 72 3.7 Introduction to MPM Task Windows ............................................ 74 3.7.1 Navigating the Task Window .............................................. 76 3.7.2 Editing Data in the Task Window ........................................ 78 3.7.3 Changing the Display ......................................................... 80 3.8 Setting MPM Options................................................................... 82 3.9 Previewing Data ..........................................................................86 3.10 Printing Data .............................................................................. 88 3.11 Multi-User Access & Record Locking ........................................ 90 4 Converting to MPM 3.2 .......................................................................93 ©2008 Deltek, Inc. All rights reserved. 4 MPM Getting Started 4.1 Converting MPM 2.2, 3.0 and 3.1 Data to MPM 3.2 .................... 94 4.2 Converting the MPM System Files .............................................. 95 4.3 Converting Global and Project Files ............................................ 96 5 Data Warehouse ................................................................................. 99 5.1 Introduction to Data Warehouse ................................................ 100 5.1.1 Workflow Overview ............................................................ 102 5.2 System Requirements ............................................................... 104 5.3 Installation ................................................................................. 105 5.3.1 Server: Create the MPM32_DW Database and Tables .... 106 5.3.2 Server: Install the MPM Data Warehouse Controller ........ 110 5.3.3 Server: Configure the Data Warehouse Controller using the Controller.exe.Config File ................................. 118 5.3.3.1 DriveInfo ................................................................. 120 5.3.3.2 appSetting .............................................................. 122 5.3.4 Server: Finalize the Data Warehouse Controller .............. 124 5.3.5 Client: Enable the Data Warehouse Scheduler in the MPM Project Maintenance Screen ................................... 126 5.3.6 Uninstall Notes ................................................................. 127 5.4 The Data Warehouse Scheduler ............................................... 128 5.5 The Data Warehouse Database ................................................ 132 5.6 Synchronization Tables ............................................................. 133 5.7 Data Warehouse Troubleshooting ............................................. 134 Index ...................................................................................................... 136 ©2008 Deltek, Inc. All rights reserved. MPM Getting Started 5 ©2008 Deltek, Inc. All rights reserved. 6 MPM Getting Started About this Manual The Getting Started manual describes how to get started with MPM. The components include: Overview of MPM Installing MPM Using MPM MPM Documentation Set The Getting Started manual is part of a documentation set that includes: MPM Globals This manual describes how to set up and manage your Global Sets in MPM, which are used in all your MPM projects. MPM Projects This manual describes how to set up and manage projects in MPM, define Work Breakdown Structures, establish baselines, track project milestones, replan projects, and report and analyze data. Standard Reports This manual describes reports available in MPM. Modular Format This manual has been written using a modular format. Most topics are presented on two- facing pages in the manual. A topic begins in the upper left corner of the left page and ends in the lower right corner of the right page. Screen captures and other figures are always included on the two pages. In the rare instance when a topic extends past two pages, the symbol is displayed at the bottom of the right page. Topics may have subtopics, and these are also presented in a two-page module. There are a number of advantages to this format. All the information you need to understand a topic is presented on two facing pages. You do not have to flip back and forth through several pages. If you want to skip a topic, you simply turn the page. The next topic starts in the upper left corner. Manual Conventions We believe the typographic conventions used in a manual should be self-explanatory. Below we note only those conventions that we feel you may not have seen before. Italics Italics are used for the titles of manuals, topics, and sub-topics when these are referenced within the text of the manual. ©2008 Deltek, Inc. All rights reserved. MPM Getting Started 7 Ctrl+X This notation indicates that you should hold down the first key while pressing the second key. File|Save The menu name and command names are separated by a vertical bar. You would read the example shown as “select the Save command under the File menu.” This symbol indicates that a topic continues for more than two pages. This does not happen often, but there are a few exceptions. Terminology In a field as complex as project management, there are many technical terms used. Unfortunately, terms are not standard across all organizations and companies. To familiarize yourself with the terminology adopted for the MPM product, you might want to take a few minutes to review the glossary in Appendix A of the MPM Projects manual. Below are several terms used in the instructions. Click This term means to move the mouse pointer to an object and quickly press and release the left mouse button once. Double-click This term means to move the mouse pointer to an object and quickly press and release the left mouse button twice. For example, you double-click on icons to open Task windows. If MPM responds as if you only clicked once, you need to try again clicking twice faster. Choose You choose an item to carry out an action; for example, you choose the option on a menu. Online Help Complete online Help is available. You can open Help from the Help menu, by pressing F1, or by clicking on Help buttons in dialog boxes. ©2008 Deltek, Inc. All rights reserved. 8 MPM Getting Started Contacting Technical Support Planview offers a variety of support options. When contacting us for technical support, follow these steps: 1. Check this manual to be sure you are following the correct procedure. 2. Note the type of hardware you are using, including network hardware. 3. Record as much detail as possible regarding your problem before calling, especially the following information: Exactly what you were doing when the problem occurred Exactly what messages appeared on the screen What steps you performed to create the problem and any steps you took to solve it. 4. Try to replicate the problem keystroke for keystroke, just before calling. 5. Have the product up on your computer at the problem point, and keep this manual handy when you call. How to Reach Us You can contact our Technical Support department at Planview’s California headquarters by telephone, voice mail, e-mail, FAX, or mail. If you are writing to Planview about a problem, send a complete description of the problem you are having, along with a data diskette if appropriate. Planview recognizes all data received from you as proprietary and maintains a rigid policy of nondisclosure and confidentiality pertaining to such data. Telephone Call (909) 937-2111 between 6:00 a.m. and 5:00 p.m. Pacific