Deltek for Professional Services Technical Installation Guide
Total Page:16
File Type:pdf, Size:1020Kb
Deltek for Professional Services Technical Installation Guide July 19, 2018 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 July 2018. © 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. Technical Installation Guide ii Contents INTRODUCTION ............................................................................................................. 1 This Guide ........................................................................................................................................... 2 Links to Related DPS Documentation ............................................................................................... 2 If You Need Assistance ........................................................................................................................ 3 Customer Services ........................................................................................................................... 3 Deltek Support Center ...................................................................................................................... 3 Access Deltek Support Center...................................................................................................... 4 Adding Custom Notes to This Guide ................................................................................................. 4 PART 1: INSTALLING THE DPS SOFTWARE .............................................................. 5 Overview of the Installation Process ..................................................................................................... 6 Before You Begin ............................................................................................................................. 6 PowerShell Scripts ........................................................................................................................... 6 Basic Steps ...................................................................................................................................... 6 Key Guidelines ..................................................................................................................................... 8 Prerequisites .................................................................................................................................... 8 Supported Deployment Scenarios ..................................................................................................... 8 Service Accounts .............................................................................................................................. 9 Passwords ........................................................................................................................................ 9 What Do I Need to Do Before Installation? ........................................................................................ 9 What Do I Need to Decide Before Installation? .................................................................................. 9 DPS URLs ......................................................................................................................................... 10 Touch Applications and DPS ...................................................................................................... 10 Permissions Required to Install DPS .................................................................................................. 11 DPS Server Account Requirements ................................................................................................ 11 Prerequisites ...................................................................................................................................... 12 Prerequisite Checks Run Automatically ........................................................................................... 14 Considerations for Running the PowerShell Script .............................................................................. 15 PowerShell Console ....................................................................................................................... 15 Digital Signature ............................................................................................................................. 15 Firewall Rules for PowerShell Remoting ......................................................................................... 15 PowerShell Execution Policy ........................................................................................................... 16 Prompts for Deltek Support Username and Password ..................................................................... 16 Log Files......................................................................................................................................... 17 Technical Installation Guide ii Contents Installation Log ........................................................................................................................... 17 Log Files Generated During the Report-Loading Process ........................................................... 17 Conversion Log .......................................................................................................................... 17 Troubleshoot Installation Problems ................................................................................................ 17 Invoke-SQLCMD Error .................................................................................................................... 18 Tips and Tricks for Using the PowerShell Console .............................................................................. 19 Navigation ...................................................................................................................................... 19 Entering Commands ....................................................................................................................... 19 Performance ................................................................................................................................... 20 Known Issues .................................................................................................................................... 21 Download the PowerShell Script ........................................................................................................ 22 Download the Script via the Deltek Support Center ......................................................................... 22 Download the Script via DSM Lite ................................................................................................... 23 DSM Documentation and Troubleshooting ...................................................................................... 23 Optional Switches .............................................................................................................................. 24 Run the Script with No Switches ......................................................................................................... 26 Procedure ....................................................................................................................................... 26 Setup Steps Performed by the Script .............................................................................................. 27 Screenshots of Setup Steps ............................................................................................................ 29 Successful Installation ................................................................................................................ 29 Unsuccessful Prerequisite Check ............................................................................................... 30 Run the Script with the CheckPreReq Switch ..................................................................................... 31 Procedure ....................................................................................................................................... 31 Screenshot of Setup Steps ............................................................................................................. 32 Run the Script with the Setup or SetupAndMigrate Switch .................................................................. 33 Run the Script with the Setup Switch .................................................................................................. 34 Procedure ......................................................................................................................................