DELMIA Process Planning
PE Installation Instructions

To eliminate redundant information, DS DELMIA has included all of its installation and prerequisite information in this program directory. Use the hyperlinks below to access the contents of the readme file available in previous releases.

Licensing

Note: A printable copy of this form is available here.

If you use a license server, see the Certified Third-Party Software table to verify that you have the correct version of FLEXnet Publisher software. A more detailed description of how to obtain a FLEX license can be found on the DELMIA Process Engineer CD in the folder \Support\FLEXlm.

To get a license, please provide the licensing department at DELMIA (licensing@delmia.com) with the following licensing information:

Company:
Location:
Contact:
Phone/Fax:
Email:
Computer name: 1
MAC – Address: 2
DPE Version:
Previous license: 3
Notes: 1You can see your computer (or host’s) name by opening a command window and entering ipconfig /all.

2On this CD, in the directory \Support\FLEXlm, copy the executable lmutil.exe onto your machine. In a command window, enter lmutil hostid. The first or only output is your MAC Address.

3Intended for customers who upgrade from an earlier version. The previous license number can be obtained from the Help menu.

Installing a New Standalone System

Notes: For an ORACLE based installation, you need an ORACLE license. This can be purchased either from DELMIA or directly from ORACLE.
  If you are unsure how to create new users in an ORACLE database, please see Importing Data into the Database in the ORACLE Installation manual (on the ORACLE disk), where this procedure is described in detail.
  Use administrator permissions to install Process Engineer.
  The option Poet database for the database type is no longer available.
  Please follow the instructions below in the order presented.

PPR Oracle

  1. From the Oracle-Dumps folder on this CD, import the .dmp files to the database users you created as an ORACLE prerequisite for Process Engineer installation.

  2. Determine the type of database you want to install:

  3. Import e5_database.dmp to user e5_database.

  4. Run the script compile_procedure.sql, which is provided in the folder:.DBAssistantTools\Rxx\db_scripts\sql, where Rxx = the current release (i.e., R19).

PPR Server

  1. Start setup.exe in the folder PPRServer.

  2. Reboot the system, if asked to do so. After rebooting, setup.exe restarts automatically.

  3. Choose a path for the installation. (Note: DELMIA recommends D:\DELMIA\PPRServer and accepting the other default values.)

  4. Enter the correct database connect string.
    Two dialog boxes appear requesting ORACLE usernames and passwords.

  5. Accept the default values for the usernames and passwords.
    The next window gives a summary of the settings and options with which PPRServer will be installed.

  6. Please review carefully, and then click the Next button to start the installation.

PPR Client

  1. Start setup.exe in the folder PPRClient.

  2. Reboot the system, if asked to do so. After rebooting, setup.exe restarts automatically.
    When you have to enter the name of the PPRServer, the local computer name is displayed.

  3. Accept the default setting.

  4. Enter the installation path. (Note: DELMIA recommends D:\DELMIA\PPRClient and accepting the other default values.)

  5. Accept the default settings for datasource name, database user name, and password, as suggested by the setup program.
    The setup program displays the choice license file or license server, according to the present PPRServer installation.

  6. Accept the setting to use this license.

  7. Select the option Install VBA Integration.
    Regarding silent installations: Note that selecting this option temporarily suspends the Process Engineer Client installation and initiates an independent VBA installation process. Because of this, it is not possible to execute an embedded installation in silent mode.

    If you are creating a recording for silent installations, do not select this option. In this scenario, VBA Integration must be installed manually by running \AdditionalTools\VBA\vba_mergemodule.exe (located on the Process Engineer installation media) after the Process Engineer Client has been installed.

  8. Select Install administration tools.
    The next window gives a summary of the settings and options with which PPRClient will be installed.

  9. Please review carefully, and then click the Next button to start the installation.
    A window showing several path directories is displayed.

  10. Either change the paths or confirm that the paths are correct.

Starting Process Engineer for the First Time

To start Process Engineer, please use the shortcut provided in the Start menu. It appears under All Programs > Delmia > Process Engineer. When the login window appears, you can log in as user admin with the password admin. This default password can be changed afterwards.

 

Note: In rare cases, Process Engineer fails to start or starts with an error message. If this occurs, reregister the client and server DLLs. Batch files that allow you to reregister the COM DLLs delivered with Process Engineer Server and Client are located in the folders with the runtime binaries (...program\bin... or program\bin64\...) and named RegServerDlls.bat, RegClientDlls.bat, RegServer64Dlls.bat or RegClientDlls64.bat

Customizing DELMIA Process Engineer Password Encryption

DELMIA Password encryption is based on Microsoft CryptoAPI using the machine key set. Access rights on this key set depends on the file access rights to the key container file. The key container itself is stored in the directory:

C: \Documents and Settings\All Users\Application Data\Microsoft\Crypto\RSA\MachineKeys  (English version of the OS)

OR

C:\Dokumente und Einstellungen\All Users\Anwendungsdaten\Microsoft\Crypto\RSA\MachineKeys (German version of the OS).

If an application uses the machine key set to hash, encrypt or decrypt data, the appropriate user account must have read and write access on the key container directory and its files. Therefore, the administrator has to grant access rights to all accounts using the encryption, decryption, and hash capability. The accounts with these permissions should include at least the DCOM user account on server machines, and also the account that is used to setup the PLM application.

All accounts used to start DELMIA Process Engineer on client machines should have the appropriate access rights.

Updating an Existing Installation

Prerequisites

Process Engineer Versions

Please read MigrationDocumentationAndChecklist.pdf, which is located in the readme directory of this CD. Pay careful attention to the installation order; you must install PPRClient 5.21 first.

Updates can be performed for the following versions:

Note: If you are using a release of Process Engineer older than Release 17, please update to Release 17 first.

ORACLE Versions

You can only update Process Engineer only if the existing installation is based on an ORACLE 11g database. Please refer to the ORACLE Installation documentation for further details. Please migrate contents of an earlier database version to 11g first.

FLEXlm Version

If you work with a license server, you need a new version of FLEXnet Publisher tools. For details on obtaining the new FLEXnet software, please see Licensing.

Obtaining a New Process Engineer License

If you are updating Process Engineer from a version older than Release 21, you need a new license file. Contact your local support office for a new license file. Without the new license, the update process will not be executed correctly.

Note: Once you obtain the new license, place it into the folder where the original license was located, before starting the update.

Poet Database

A Poet database cannot be updated to R19. If you have a Poet database, migrate to ORACLE before updating Process Engineer. For the appropriate version, please see the Certified Third-Party Software section.

Updating the ORACLE Database

If necessary, please migrate to the appropriate version of ORACLE before updating Process Engineer. For the appropriate version, please see the Certified Third-Party Software section.

Once you have migrated the database, the name of the instance changes from MACHINENNAME_O9ie or MACHINENAME_O10g to MACHINENAME_O11g. As a result, you must modify some entries in the registry and a control file to run Process Engineer again.

This adaptation can be done with the database assistant tool. To start the tool, select the entry Database assistant in the setup menu and click the Switch button. A dialog box appears showing you the last instance chosen for Process Engineer. Click the New button, and you can create an entry for a new instance.

Enter the name of the new instance (e.g. MACHINENAME_O11g) as well as the names of the database users ( see picture above for default values ). Once you click OK, you see a new dialog box, which shows the newly created instance as an option. Choose the newly created entry and then click OK.

Note:

A few additional standard indices have been added in R21SP1. Table space ERGO_INDX will require additional space to accommodate these new indices. It is estimated that an additional space of around 15 to 20 GB would be required, but this may vary depending on the actual table size. Take this into account at the time of upgrade.

 

Updating Process Engineer

Depending on the size of the database, the setup process can take several hours.

PPR Client

  1. Start setup.exe in the folder PPRClient on the installation CD.
    After selecting the language, the name of the PPRServer and the installation path of the existing installation are displayed.

  2. Accept these settings.
    Depending on the current installation, either license file or license server is displayed.

  3. Accept the setting to continue using the current licenses, or enter the path to another license file or the path of a license server.

  4. Select the option Install VBA Integration.
    The next window gives a summary of the settings and options with which PPRClient will be installed.

  5. Review the settings and options carefully; if you agree to the settings, click Next to start the installation.

PPR Server

  1. Start setup.exe in the folder PPRServer on the installation CD.
    After selecting the language, the installation path of the existing installation is displayed.

  2. Accept these settings.

  3. To perform an update of the existing database, select Update.
    Service name and database usernames and passwords are displayed.

  4. Confirm the preselected values.

  5. To make a backup of the database of your current installation, select Export Oracle Database (default setting).

  6. A database export and update procedure follows. Then, depending on the current installation, either license file or license server is displayed.

  7. Accept the setting to continue using the current licenses, or enter the path to another license file or the path of a license server.
    The next window gives a summary of the settings and options with which PPRServer will be installed.

  8. Review the settings and options carefully; if you agree to the settings, click Next to start the installation.
    Several windows with information about the progress of the database update will appear until the installation is complete.

Note: After the update is successfully completed, shut down the DPE processes using ShutdownPPRServer or the server tools before starting Process Engineer.

Database Upgrade - known issue and resolution

Problem: 

Following "attribute doesn't exist" error message appears while logging in to Process Engineer after upgrading the database from R20 to R21GA or R21SP1. Users will not be able to login to the system after upgrade

Figure 1
Figure 1: Attribute missing error message while launching DPFFrame

Impacted Releases:

R21GA and R21SP1

Details:

        This issue is observed when the “DELMIA Security Enhancements for DPE user Password“ (R20GSI009153) functionality is enabled in R20 and that database is upgraded to R21.  This issue is not encountered if database is upgraded from R19 (or any lower releases) to R21. It is also not observed if the above functionality is not being used. In these cases, user can follow the regular upgrade process and ignore this section

There are two methods to upgrade the database:

  1. Level to level database upgrade: Here, customer installs a higher version of PE client and server with upgrade option selected. This methodology should not be used in R21 GA or SP1 to avoid this issue
  2. Upgrade database using DBAssistant tools: In this case, the lower version of DELMIA Process Engineer is uninstalled before installing a newer version. This methodology can be used with R21GA with PPRServer-Hotfix-PE5.21.1 or with R21SP1

Root Cause of the Issue:

The problem appears due to unavailability of the attribute "Password Expiration Exemption" on type (XMUSingleUser) just after the upgrade to R21

Possible Solutions

1. Disable “DELMIA Security Enhancements for DPE user Password" before upgrade   

If customer uses the feature “DELMIA Security Enhancements for DPE user Password” in R20, that has to be disabled before upgrading to R21GA or R21SP1 by Level to level database upgrade method. This can be done in the following dialog from Tools -> Database Utilities -> User Management -> (User settings)

Figure 2

Figure 2: Setting dialog (DELMIA Security Enhancements for DPE user Password)

Once database is upgraded to R21, the feature “DELMIA Security Enhancements for DPE user Password” can be enabled again. The same values of password “Rules” given in R20 will be available after upgrade to R21

2. Repair database after upgrade

If database has already been upgraded and users are unable to login, use DBAssistant tool to repair the database. This is possible only when R21SP1 or R21GA with HF PPRServer-Hotfix-PE5.21.1 is being used.   Open DBAssistant tools and select the upgrade option. Select release level of original database as R21 and start the upgrade by entering required credentials.

Figure 3

Figure 3: DBAssistant tools -> Upgrade option

The configuration and PTS import will be done automatically by DBAssistant tools and also function creation will be done. This will only do the configuration import and will not re-import the database again

3. Use DBAssistant tools for upgrade

Use DBAssistant tools in R21SP1 for upgrade to R21. In R21SP1 the fix is available by default. On R21GA, PPRServer-Hotfix-PE5.21.1 (or later) has to be installed

 

Configuration for Load Balancing in Multi-Server Environments

Please see the ServerTools documentation in the Process Engineer help files.

Uninstalling Process Engineer

The following section includes detailed instructions on how to remove a Process Engineer installation from your computer.

Uninstalling Program Code

To unblock the DLLs used by Process Engineer, shut down all server processes.

Automatically Uninstalling Program Code

Because Process Engineer is installed with Installshield, you can use your operating system’s automatic uninstall mechanisms. You can access these mechanisms by selecting:

Start > Settings > Control Panel > Add/Remove Programs

To remove a program, you have to select its name in the list and then choose Remove. The recommended order is to remove the client first, then the server.

Manually Uninstalling Program Code

If the automatic uninstall mechanism fails, you can remove Process Engineer manually. To clean your system, you have first to remove the program files which were copied during the installation. You can do so by deleting the subdirectories containing the Process Engineer data which can be identified by checking the following registry keys:

HKEY_LOCAL_MACHINE\SOFTWARE\DELMIA\ERGOPlan\PPRClient_Home
and
HKEY_LOCAL_MACHINE\SOFTWARE\DELMIA\PPRSERVER\PPRServer_Home

Removing Entries in the Registry

After deleting the program files, then delete the registry key that were created during the installation. Delete the keys and subkeys found in:

HKEY_CURRENT_USER\SOFTWARE\DELMIA
and
HKEY_LOCAL_MACHINE\SOFTWARE\DELMIA

Uninstalling ODBC-Datasources

Datasources that were created during the installation of Process Engineer can be removed by selecting:

Start > Settings > Control Panel > Administrative Tools > Datasources (ODBC)

Then select the datasource named ergotime on the system DSN page, and delete it.

Deleting the Database

You can delete the databases used for Process Engineer if you have a database administrator account for your database. If you are using an ORACLE installation provided by DELMIA, you can enter the database by typing the following command in a DOS command shell:

SQLPLUS “SYS/SYSELCARO AS SYSDBA

Once you get a SQL prompt, you can delete the users stored in your database by typing following commands:

Drop user e5_database cascade
Drop user e5_ergotime cascade

If you want to erase an ORACLE installation completely, consult the documentation Oracle provides.

Installing IPDWebservice on machine with IIS7

On a machine having IIS7, the classic mode of .NET application pool has to be enabled, because classic mode models the IIS6.0 model in which ASP.NET is an ASPI add-on to IIS. Refer http://msdn.microsoft.com/en-us/library/bb515251.aspx for details

Also, since IPDWebService is a 32 bit application, 32 bit application pool has to be enabled in the IIS even on 64-bit Windows platform. The following has to be executed to achieve this:

cscript.exe <Inetpub folder>\AdminScripts\adsutil.vbs set W3SVC/AppPools/Enable32BitAppOnWin64 true 

This enables IIS on 64-bit Windows machine to support 32 bit applications

<WINDOWS>\Microsoft.NET\Framework\v2.0.50727>aspnet_regiis -i –enable

This registers 32-bit .NET Framework with installed IIS. Refer http://msdn.microsoft.com/en-us/library/k6h9cz8h.aspx for details