Project And Portfolio Management Center
Project and Portfolio Management CenterSoftware Version: 9.50Deployment Management Extension for SAP SolutionsGuideGo to HELP CENTER ONLINEhttp://admhelp.microfocus.com/ppm/Document Release Date: May 2018 Software Release Date: May 2018
Deployment Management Extension for SAP Solutions GuideProject and Portfolio Management CenterLegal NoticesDisclaimerCertain versions of software and/or documents (“Material”) accessible here may contain branding from Hewlett-PackardCompany (now HP Inc.) and Hewlett Packard Enterprise Company. As of September 1, 2017, the Material is now offered byMicro Focus, a separately owned and operated company. Any reference to the HP and Hewlett Packard Enterprise/HPE marksis historical in nature, and the HP and Hewlett Packard Enterprise/HPE marks are the property of their respective owners.WarrantyThe only warranties for products and services of Micro Focus and its affiliates and licensors (“Micro Focus”) are set forth inthe express warranty statements accompanying such products and services. Nothing herein should be construed asconstituting an additional warranty. Micro Focus shall not be liable for technical or editorial errors or omissions containedherein. The information contained herein is subject to change without notice.Restricted Rights LegendContains Confidential Information. Except as specifically indicated otherwise, a valid license is required for possession, use orcopying. Consistent with FAR 12.211 and 12.212, Commercial Computer Software, Computer Software Documentation, andTechnical Data for Commercial Items are licensed to the U.S. Government under vendor's standard commercial license.Copyright Notice Copyright 1997-2018 Micro Focus or one of its affiliates.Trademark NoticesAdobe is a trademark of Adobe Systems Incorporated.Microsoft and Windows are U.S. registered trademarks of Microsoft Corporation.UNIX is a registered trademark of The Open Group.Oracle and Java are registered trademarks of Oracle and/or its affiliates.Project and Portfolio Management Center (9.50)Page 2 of 137
Deployment Management Extension for SAP Solutions GuideProject and Portfolio Management CenterContentsProject and Portfolio Management Center1Chapter 1: Getting Started7Introduction to the Extension for SAP SolutionsModule and File SupportAbout This DocumentRelated InformationPrerequisite Knowledge and ExperienceChapter 2: Installing or Upgrading the ExtensionOverview of Installation and Upgrade778991111System Requirements11General Upgrade Impacts and Guidelines11Preparing for Installation or Upgrade12General Preparations for Installation or Upgrade12Performing Backup and Restarting the PPM Server in Restricted Mode13Installation ProcedureRunning the Installation Script and Check the LogsLogs Generated During Installation131314Verifying the Installation15Post-Installation Procedures16Updating the server.conf File16Downloading and Installing the SAP Java Connector16Copying the SAP SDM API JAR Files17Restarting the PPM Server in Normal Mode18Importing the RFCs to the SAP Systems18Purposes of the RFCsImporting the BAdi to the SAP DEV SystemModifying an Existing BAdi202324Configuring TMS on the SAP Systems25Authorizing Users to Use RFCs and TMS26Configuring a User in the Operating System on the SAP DEV Server26Importing the SAP -Business Configuration Sets Portlet Definition26Chapter 3: Configuring the Extension28Overview of Configuration28Configuring Environments28Configuring the Host TabProject and Portfolio Management Center (9.50)28Page 3 of 137
Deployment Management Extension for SAP Solutions GuideProject and Portfolio Management CenterConfiguring the Extension Data Tab, SAP Subtab30Configuring Users32Configuring J2EE Deployments34Chapter 4: Extension EntitiesObject Types3636Overview of Object Types36Reference Object Types36List of Object Types37Unconditional Mode38SAP -1 Step Migration Object Type39SAP -2 Step Migration Object Type40SAP -2 Step Migration Select TRs with Unreleased Tasks Object Type42SAP -2 Step Migration With Critical Objects Check Object Type44SAP -2 Step Migration with Selection Criteria and Exclusion List Object Type47SAP - 2 Step Migration With Selection Criteria for Transports Object Type49SAP - Cofile Datafile ADO File Migrator Object Type51SAP - Create, Get Object List, Import Change Req Object Type52SAP - Deploy J2EE Archives Object Type54SAP -Mig using Picklist02 and Getting the TR Type Object Type56SAP -Patch Applicator Object Type57SAP -Reorder Pkg Lines on Export Time and Import All Object Type59SAP -Transport Migration using JCoObject Type61SAP -Transport Migration with Release Management Object Type63SAP -Undeploy J2EE Archives Object Type65Request Types67Overview of Request Types67Reference Request Types67List of Request Types68SAP -Bug/Enhancement Request Type68SAP -Status Update Request Type70Workflows75Overview of Workflows75Reference Workflows75List of Workflows76SAP -Bug/Enhancement Workflow78SAP-Change Request Workflow -Demand Management Workflow79SAP-Change Request Workflow -Deployment Management Workflow81SAP -Critical Objects Check Workflow82SAP - Dev Test Prod does not share the trans directory Workflow82SAP -Distribute to Prod Workflow83Project and Portfolio Management Center (9.50)Page 4 of 137
Deployment Management Extension for SAP Solutions GuideProject and Portfolio Management CenterSAP -Patch Application Subworkflow84SAP -Patch Deployment Workflow and Its Subworkflows84SAP -Patch Simulation Subworkflow92SAP -Reorder Package Lines and Import All Workflow92SASAP -SPAM Update Subworkflow93SAP -Status Update Req Workflow93Implementing the Workflow94Workflow Steps95SAP -Transport and J2EE Deployments Workflow95SAP -Transport Migration with Release Management Workflow96SAP -Transport Packages to Prod Subworkflow97SAP -Undeploy J2EE Archives Workflow97SAP -Using Picklist02, getting the TR type Workflow97Report Types and Reports98Overview of Report Types and Reports98Reference Report Types99List of Report Types99SAP -Business Configuration Sets Report100SAP -Component Information Report101SAP -J2EE Deployments Matrix Report102SAP -Patch Matrix Report104SAP -Released Transport List from DEV SAP System with Audit Data Report106SAP -Request Detail Report108SAP -Transports Matrix Report113Preconfigured Dashboard Page and PortletsBasis Administrator Preconfigured Dashboard Page and Its Portlets114115SAP -Change Trend Portlet117SAP -Customizing Transport List Portlet117SAP - J2EE Deployment List Portlet118SAP -J2EE Deployments by Type Portlet118SAP -Patches by Component Portlet119SAP -Transports by Change Type Portlet119SAP -Transports by Function Type Portlet120SAP -Transports by Module Portlet120SAP -Transports by Transport Status Portlet121SAP -Workbench Transport List Portlet121SAP -Business Configuration Sets Portlet122Viewing All BC Sets or Selected BC Sets123Viewing All Tables Affected by the TR Represented by a BC Set124Viewing All Changes to a Table Made in the TR Represented by a BC Set (Drilling Down fromBC Set to Table)124Viewing the Change History of a TableProject and Portfolio Management Center (9.50)125Page 5 of 137
Deployment Management Extension for SAP Solutions GuideProject and Portfolio Management CenterViewing All Tables Affected by the TRs Represented by Any BC Sets127Viewing the BC Sets Representing TRs that Affected a Table127Viewing All Changes to a Table Made in the TR Represented by a BC Set (Drilling Down fromTable to BC Set)128Comparing a BC Set to a Current Table129Editing the Portlet Filter Fields130Special Commands130Validations131Tokens134SAP Transaction Request Log135Send Us FeedbackProject and Portfolio Management Center (9.50)137Page 6 of 137
Deployment Management Extension for SAP Solutions GuideChapter 1: Getting StartedChapter 1: Getting StartedIntroduction to the Extension for SAP SolutionsDeployment Management Extension for SAP Solutions (usually referred to hereafter as “theExtension”) helps organizations to automate deployment management in the SAP environment.The Extension enhances the functionality of the Deployment Management application in Projectand Portfolio Management Center (PPM) by providing predefined entities that are unique to SAPSolutions environments, such as specialized object types, request types, workflows, report types,portlets, special commands, validations, and tokens.After PPM (the “base” software) has been installed at or upgraded to the current version, you caninstall the Extension or upgrade it to version 9.50 on the same system."Installing or Upgrading the Extension" on page 11 describes system requirements for installingthe Extension or upgrading it to the current version, and the impacts of upgrading the Extensionto the current version.Module and File Support"Table 1-1: Supported SAP modules and platforms" lists the SAP modules and the associated SAPplatforms supported.Table 1-1: Supported SAP modules and platformsSupported SAP ModulesSAP PlatformR/3 4.6B/4.6CaBasis 4.6B/4.6CaAPO 3.10aBasis 4.6DaR/3 4.7aWeb Application Server 6.20aBW 3.50NetWeaver 6.40CRM 4.0.0NetWeaver 6.40ECC 5.0.0NetWeaver 6.40ECC 6.0.0NetWeaver 7.00CRM 7.0.0NetWeaver 7.00a. Functionality for BC Sets and patching is supported only on the SAP NetWeaver 6.40 platform.Other functionality is supported on all platforms.Project and Portfolio Management Center (9.50)Page 7 of 137
Deployment Management Extension for SAP Solutions GuideChapter 1: Getting Started"Table 1-2: Supported SAP J2EE archives and platform" lists the SAP J2EE archives and theassociated SAP platform supported.Table 1-2: Supported SAP J2EE archives and platformSupported SAP J2EE ArchivesSAP PlatformEnterprise Archive files (.ear)ͣNetWeaver 6.40Enterprise Portal files (.epa)aNetWeaver 6.40Portal Archive files (.par)aNetWeaver 6.40Software Component Archive files (.sca)NetWeaver 6.40Software Deployment Archive files (.sda)NetWeaver 6.40a. When deploying Enterprise Portal files (.epa) and Portal Archive files (.par), you must firstconvert the files to one of the J2EE file formats—Enterprise Archive files (.ear), SoftwareComponent Archive files (.sca), or Software Deployment Archive files (.sda). For moreinformation, see SAP Note 6906084.About This DocumentThis document is intended for the following audiences:People responsible for installing, upgrading, configuring, and maintaining the PPM system anddatabase environments where the Extension resides, for setting up and maintaining the PPMschema, and for integrating PPM with one or more SAP instancesl System or instance administrators who maintain access and security for, or support use of theExtensionl Application developers or configuratorsl Database administratorsl SAP Basis and NetWeaver administratorl This guide provides information about installing or upgrading to the current version ofDeployment Management Extension for SAP Solutions, and this guide provides conceptual,procedural, and reference information about the product.This guide is organized as follows:lll"Getting Started" on the previous page provides an introduction to the Extension, includingmodule and file support, information about the intended audiences for this document, relatedinformation, and prerequisite knowledge."Installing or Upgrading the Extension" on page 11 provides overview and detailed informationabout installing or upgrading the Extension, including informatio about the impacts ofupgrading the Extension.Project and Portfolio Management Center (9.50)Page 8 of 137
Deployment Management Extension for SAP Solutions GuideChapter 1: Getting Startedll"Configuring the Extension" on page 28 provides information about configuring the Extensionafter installing or upgrading it."Extension Entities" on page 36 provides information about the Extension’s object types,request types, workflows, report types and reports, preconfigured Dashboard pages andportlets, special commands, validations, and tokens.Related InformationThe following documents for PPM Center also include information useful in managingDeployment Management Extension for SAP Solutions:Installation and Administration Guide.System Requirements and Compatibility MatrixSecurity Model Guide and ReferenceWhat’s New and What’s ChangedDemand Management Configuration GuideDeployment Management User GuideIf you are upgrading the Extension from a previous version, details about that release areavailable in the Deployment Management Extension for SAP Solutions Guide.Prerequisite Knowledge and ExperienceTo install, upgrade, configure, maintain, or use the Extension, you need to understand thefollowing:llllllllllllllDeployment managementEnvironmentsSoftware deploymentPackagesPPM Dashboard pages and portletsPPM WorkbenchObject typesRequest typesWorkflows and workflow stepsReport typesSpecial commandsValidationsTokensPPM entities installed by the ExtensionProject and Portfolio Management Center (9.50)Page 9 of 137
Deployment Management Extension for SAP Solutions GuideChapter 1: Getting StartedIn addition, you must have practical experience in the following:llInstalling, upgrading, configuring, and using PPM, if you are responsible for configuring theExtensionUsing SAP SolutionsProject and Portfolio Management Center (9.50)Page 10 of 137
Deployment Management Extension for SAP Solutions GuideChapter 2: Installing or Upgrading the ExtensionChapter 2: Installing or Upgrading theExtensionOverview of Installation and UpgradeThis section describes system requirements that must be met before installing or upgrading theExtension, and this section describes upgrade impacts.System RequirementsBefore you install the Extension or upgrade it to the current version, PPM of the current versionmust be installed. PPM and the Extension are installed on the same system and have the samesystem requirements.For information about installing PPM Center, see the Installation and Administration Guide . Forinformation about upgrading PPM , see the Upgrade Guide for the current version.For information about version levels and other general system requirements,see the System Requirements and Compatibility Matrix, available at the Micro Focus SoftwareProduct Manuals Web esupportGeneral Upgrade Impacts and GuidelinesEach new version or service pack of the Extension provides the following types of entities, whichthe Extension upgrade process installs or does not install in the PPM instance, as described:llReference entities. The names of reference entities start with (REFERENCE).You cannot edit reference entities. However, you can copy and rename them and then edit thecopies as non-reference entities, as appropriate for your environment.The upgrade process deletes all of the Extension’s existing (previously installed) referenceentities, such as its object types, and then the process installs a new set of reference entities forthe new version. The new set of reference entities can be identical to the previous set or, tosupport changes in functionality, the new set can have new, deleted, renamed, or modifiedreference entities.Non-reference entities. The non-reference entities and corresponding reference entities thatthe version or service pack provides are identical, except that the names of the referenceentities start with (REFERENCE).You can edit (or copy and edit) non-reference entities, as appropriate for your environment.The currently installed version of the Extension might include non-reference entities that havebeen edited (customized).Project and Portfolio Management Center (9.50)Page 11 of 137
Deployment Management Extension for SAP Solutions GuideChapter 2: Installing or Upgrading the ExtensionTo preserve all existing customizations, the upgrade process compares the names of the nonreference entities delivered with the new version to the names of existing non-referenceentities in the instance, and if the process finds an existing non-reference entity with the samename, the process does not overwrite or modify that entity in the instance. If the new versionintroduces reference entities with new names along with non-reference copies of those entities,then the upgrade process adds both the reference and non-reference copies.In general, if an upgrade changes an Extension’s reference entities, you must evaluate how thosechanges should affect the associated, previously customized non-reference entities. After theupgrade is performed, you can revise those non-reference entities or create new ones asnecessary.Preparing for Installation or UpgradePrepare for installation or upgrade of the Extension as described in the following sections.Note:During installation or upgrade, the PPM Server must run in restricted mode.General Preparations for Installation or UpgradeTo prepare for installation or upgrade of the Extension:1. Obtain the Extension software.2. Collect the following information, which you will need to supply during the installationprocedure:l The logon username and password for the Extension’s server (the same server on whichPPM is or will be installed). The username (typically “admin”) must belong to a securitygroup that has the following access grants:o Sys Admin: Migrate PPM Objectso Sys Admin: Server Administratorl The database password for the server’s schema.3. Log on to the PPM Server.4. Verify that the system requirements have been met. See "System Requirements" on theprevious page.5. Save the Extension installation file (ppm-940-SAP.jar) to one of the following directories:l PPM Home (the recommended location).l PPM Home represents the path where your PPM instance is installed. For example:xyzserver/E/PPMServer.l A subdirectory of PPM Home . If a subdirectory of PPM Home is specified in theITG DEPLOYMENT HOME environment variable, the installation script finds and uses theinstallation file in that subdirectory. If you want to save the installation file to a subdirectoryProject and Portfolio Management Center (9.50)Page 12 of 137
Deployment Management Extension for SAP Solutions GuideChapter 2: Installing or Upgrading the Extensionlof PPM Home , make sure the value of the ITG DEPLOYMENT HOME environmentvariable is PPM Home followed by that subdirectory, for example, PPMHome /Extension.Any directory (with, optionally, any subdirectories) you choose, for example,dirA/sub1/sub2.Performing Backup and Restarting the PPM Server inRestricted ModeThe steps in this section are recommended but not required.Note:For more information about the steps in this procedure, see theInstallation andAdministration Guide.For a new installation or an upgrade, do the following:1. Back up the database and file system for the PPM Server.2. To stop the PPM Server and restart it in restricted mode:a. Stop the PPM Server.b. Run the following script:sh ./setServerMode.sh RESTRICTEDc. Start the PPM Server.Installation ProcedurePerform the procedures in the following sections to install the Extension.Running the Installation Script and Check the LogsTo run the installation script to install the Extension, and to check the logs:1. Be sure you have completed all the steps in "Preparing for Installation or Upgrade" on theprevious page.In particular, be sure the PPM Server is running in restricted mode. See "Performing Backupand Restarting the PPM Server in Restricted Mode" above.2. On the PPM Server, navigate to the bin subdirectory of the PPM Home directory (or otherdirectory as described in "Save the Extension installation file (ppm-940-SAP.jar) to one of thefollowing directories:" on the previous page).3. Start the installation or upgrade. In step 5 on page 18, if you saved the installation file to PPM Home , which is the recommended directory, or to a subdirectory of PPM Home , run thefollowing script:Project and Portfolio Management Center (9.50)Page 13 of 137
Deployment Management Extension for SAP Solutions GuideChapter 2: Installing or Upgrading the Extensionsh ./kDeploy.sh -i SAPHowever, if you
SAP - Cofile Datafile ADO File Migrator Object Type 51 SAP - Create, Get Object List, Import Change Req Object Type 52 SAP - Deploy J2EE Archives Object Type 54 SAP -Mig using Picklist02 and Getting the TR Type Object Type 56 SAP -Patch Applicator Object Type 57 SAP -Reorder Pkg Lines on Export Time and Import All Object Type 59
Portfolio management Portfolio delivery cycle: ensures robust oversight over all programs and projects within a portfolio Review of portfolio performance: holistic review of the overall portfolio or specific elements, as well as a fact-based assessment of performance Portfolio management maturity assessment: independent review and
Portfolio management standards, models, frameworks and best practices/processes. Portfolio management process tools and techniques. Portfolio management solutions/systems. Implementation of portfolio management in an organisation. The development of a tentative portfolio management model (i.e. preparing a proposal) was
Project and portfolio management – Experiences taken from Swedish companies and organizations Figure 4 Examples of portfolio structure In contrast to a project and a program, a project portfolio is not a one-off phenomenon with a time limit but is linked to strategic company planning. Portfolio ” Unlike a project or a program, a project
2 Adopting portfolio management and the organisational context 7 2.1 The strategic plan 7 2.2 Portfolio governance 10 2.3 Sponsorship and stakeholder engagement 13 2.4 Portfolio management and management of risk 14 2.5 Portfolio management ROI and benefits management 18 2.6 Portfolio management of projects with different delivery
Portfolio, Programme and Project Management Maturity Model (P3M3 ) 5 Introduction and Guide to P3M3 Executive Summary This new version of OGC's Portfolio, Programme and Project Management Maturity Model (P3M3) is fully updated to take into account the latest knowledge and best practice in portfolio, programme and project
Users who have permission to access the Project Center in Microsoft Project Web App or Microsoft Project Professional 2010 can use the Project Center to work with any project or portfolio of projects to which they are assigned. Only projects that are published to the Microsoft Project Server 2010 database are available in the Project Center.
as resource management. The aim of the PPM is to ensure that resources are allocated to projects in an optimum manner with respect to the entire portfolio (Engwall & Jerbrant, 2003). Therefore, portfolio development represents the key phase of project portfolio management. Forming a balanced and effective portfolio is the initial
The Portfolio Management Offices support the portfolio leaders with portfolio management activities. Not everything is hunky-dory with the way the PMOs operate today. While the department level PMO and Portfolio Management Office operate at a tactical level at best, the Program Management Office and Project Management office often function at
