PRIMAVERA PERTMASTER

Primavera Pertmaster v8.5

Installation and Activation Manual
Primavera Pertmaster Development V1.3 31 Oct 2008

This document will provide the necessary information for you to install and activate Primavera Pertmaster into your Windows environment.

Table of Contents
1 2 3 4 5 6 Introduction..................................................................................................................................... 3 Hardware Requirements ................................................................................................................. 3 Software Requirements................................................................................................................... 3 Problems Installing .......................................................................................................................... 3 Silent Installation ............................................................................................................................. 4 Standalone Install (Single User License) .......................................................................................... 5 6.1 6.2 6.3 7 Installation ............................................................................................................................... 5 Activation ................................................................................................................................ 6 License Transfer / Return a License......................................................................................... 8

Server Install (Multi-User License) .................................................................................................. 9 7.1 7.2 7.3 Installation ............................................................................................................................... 9 Activation .............................................................................................................................. 10 License Transfer / Return a License....................................................................................... 12

Satellite Install (Multi-User License).............................................................................................. 13 8.1 8.2 8.3 8.4 8.5 Installation ............................................................................................................................. 13 Activation .............................................................................................................................. 15 License Check Out ................................................................................................................. 15 Extending License Check Out ................................................................................................ 17 Checking in a License ............................................................................................................. 17

9 10

Network License Manager Explained ............................................................................................ 18 Extra Notes ................................................................................................................................ 20

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1 Introduction Primavera Pertmaster is made up of three types of installation; Standalone, Server and Satellite. The type of installation you should use is dependent on the type of license you have purchased. If your license is Standalone (single user) then you will need to follow the instructions for a Standalone installation. If your license is Concurrent then you will need to follow the instructions for either a Server or Satellite installation. A Server installation is required to allow Satellite installations to connect to the concurrent license. Administrators can also now perform a silent installation. See the relevant section below for details. Note - Project Risk and Risk Expert Licenses are installed in exactly the same way. Note - The version of the software is determined by the license number and is embedded in the code used during the activation process. 2 Hardware Requirements - 300 MHz CPU - 512 MB RAM - 120 MB of hard disk space Software Requirements - Windows 2000 SP3, Windows XP or Windows Vista - Internet Explorer 6 or above

4 Problems Installing If you experience any problems with the installation of Pertmaster, please Run (Start Menu | Run) the installation again with the below command to record a log file. Once the log file is recorded please send this file with a description and any screen shots to pertmastersupport@primavera.com.
C:\Program Files\Pertmaster Software\Pertmaster8x \PertmasterFullInstall.exe /v"/Lv* log.txt"

For more information regarding this, please visit the following link. http://www.pertmaster.com/support/faqDocs/INF0002.htm

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5 Silent Installation Pertmaster can now be installed silently:1. Create a temporary folder on your desktop and extract the contents of the PertmasterFullInstall.zip file you have downloaded. 2. Open a text editor such as Notepad and use this to edit the silentinstalltemplate.bat batch file which defines how your Silent installation will function. a. Line 16 defines the Type of installation, e.g. Standalone, Server or Satellite:0 = Standalone 1 = Satellite 2 = Server For example to choose a Standalone install you would use:if "%strInstallType%"=="" (set strInstallType="0")

b. Line 17 defines the location you would like the software to install to, for example to install to C:\Program Files\Pertmaster Software\Pertmaster8x you would use:if "%strInstallPath%"=="" (set strInstallPath="C:\Program Files\Pertmaster Software\Pertmaster8x")

c. Line 18 automatically fills-out the Company information that is requested during a manual installation. For example:if "%strCompanyName%"=="" (set strCompanyName="Pertmaster") d. Line 19 defines where Pertmaster should look for your license (.lic) file. For

example:if "%strPathToLic%"=="" (set strPathToLic="C:\License")

3. Save the file when you are happy that your changes have been made. 4. Run the batch file by double-clicking on it. This will install Pertmaster with all the settings you defined previously in silentinstalltemplate.bat.

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Standalone Install (Single User License)

6.1 Installation 1. Double click on the downloaded executable PertmasterFullInstall.zip. This is a zip file that will require you to unzip/extract the necessary files for your installation to a temporary directory. Once the files have been unzipped to your temporary directory you will need to run the Setup.exe to start the Pertmaster installation. NOTE: It is also possible to perform a Silent installation of Pertmaster by editing the silentinstalltemplate.bat file and running the VBASilentSetup.exe, however this is only recommended for Administrators. 2. Click Next through the Welcome Screen, License Agreement and then Installation Path screens to get to the below screen.

3. After clicking Next you will then be prompted for your company name. (if you leave this entry blank Pertmaster will prompt again the next time it is used) Click Install on this screen to start the copying and registering of files over to your machine.

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4. When the installer has finished copying the files across, you will then be presented with the below finish screen.

6.2 Activation Note The license folder is created by Pertmaster and is stored in the users Application Data folder. 1. Double click on the Pertmaster8x icon on your desktop to launch Pertmaster. You will then be asked to enter your Name, (Company if you havent done so in the install) and your email address. It is important to enter in a valid email address as this is used in your license activation process. 2. Following these screens you may be prompted to enter in your license number (Beta users will not be prompted to enter a license number) as shown by the below screenshot.

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After entering your license number click on the OK button and Pertmaster will attempt to connect to the internet. You should then be presented with the below screen.

3. After entering in all required information, click on the SUBMIT button and then click the Next button. You will then be presented with the below screen where you must enter in your activation code which will be sent to you by email.

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If the activation code you have entered is valid you will be presented with an Update completed successfully message and Pertmaster will be ready for use. 6.3 License Transfer / Return a License
If you wish to transfer your license to another machine/user permanently, your license will need to be returned to Pertmaster. This process will add an extra activation to the license number and will be ready for a new activation request from the new machine/user.

Example Scenario Transfer License from machine A to B Step 1 - Return License from A to Pertmaster. 1. Click on Tools > License > Transfer/Return License (all plans must be closed).

2. Enter your email address, and click on Submit.

This will convert your Pertmaster install on machine A to an evaluation version. This install can now be uninstalled. Step 2 Enter same license number on machine B and request for a new activation code. This step is the same as activating any new install of Pertmaster. See section 6.2.
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Server Install (Multi-User License)

Note - Use this option if you are installing under Citrix. Note - For non-Citrix installs you will also need to install at least one Satellite install to make use of the Server install.

7.1 Installation 1. Double click on the downloaded executable (PertmasterFullInstall.zip). This is a self extracting zip file and will unzip the necessary files for your install to the Windows temp directory. The zip utility will then automatically start the Pertmaster Installer. 2. Click Next through the Welcome Screen, License Agreement and then Installation Path screens to get to the below screen.

3. After clicking Next you will then be prompted for your company name. (if you leave this entry blank Pertmaster will prompt again the next time it is used) Click Install on this screen to start the copying and registering of files over to your machine.

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4. When the installer has finished copying the files across, you will then be presented with the below finish screen.

7.2 Activation Note The license folder is stored in the Pertmaster8x install folder. This folder will need read and write permissions for any Satellite users to be able to connect to it. 1. Double click on the Network License application in the install folder. 2. Following these screens you will be prompted to enter in your license number as shown by the below screenshot.

After entering your license number click on the OK button and Network License Manager will attempt to connect to the internet. You should then be presented with the below screen.

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3. After entering in all required information, click on the SUBMIT button and then click the Next button. You will then be presented with the below screen where you must enter in your activation code which will be sent to you by email.

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If the activation code you have entered is valid, Pertmaster will start as normal and is ready for use as a Server. 7.3 License Transfer / Return a License The principle of transferring a license is the same as described in section 6.3. However, the functionality is now accessible through the Network License Manager application. 1. Double click on the Network License Manager application in the install folder. 2. To return the license click on License > Return Activated License, or click on the Return License button.

3. This step is the same as activating any new install of Pertmaster. See section 6.2

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8 Satellite Install (Multi-User License) Note A server install must be present before installing any satellite installs. 8.1 Installation 1. Double click on the downloaded executable (PertmasterFullInstall.zip). This is a self extracting zip file and will unzip the necessary files for your install to the Windows temp directory. The zip utility will then automatically start the Pertmaster Installer. 2. Click Next through the Welcome Screen, License Agreement and then Installation Path screens to get to the below screen.

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3. After clicking Next you will then be presented with the below screen.

4. Where the text box has C:\PATHTOFILE\ entered you will need to enter a valid path to the Server install license file. This file will be under \Pertmaster8x\License\License.lic. (You can also browse to this file using the Browse button) The installer checks to make sure you have a valid file selected and will not let you continue unless you do so. Click Next to validate the file selected. 5. You will then be given the opportunity to enter in your company name on the screen but it is not mandatory that you do so. Clicking Install on this screen to start the copying and registering of files over to your machine.

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6. When the installer has finished copying the files across you will then be presented with the below finish screen.

8.2 Activation
Note There is no need to activate a Satellite install (the server should already be activated).

8.3 License Check Out Note When a license is checked out from the server, the satellite install behaves like a Standalone install. It will continue to operate as a Standalone install even when reconnected to the network. The check-out license folder is created by Pertmaster and is stored in the users Application Data folder. Note When a license is checked out from the server, server concurrency is reduced by 1. Option 1 1. Run Pertmaster and if correctly installed as a Satellite installation it should run as a full release. 2. Use File | Close to close any open plans. 3. Tools | License | Checkout

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Note - If this menu command is grayed out then there are two possibilities. a) Pertmaster is already running locally as an activated copy - if an activated copy is available then Pertmaster will not connect as a satellite installation. b) The user does not have permission to check out a license. Give a user checkout permission using the Network License Manager application Note that the user must re-start Pertmaster for the permission change to take effect. Enter optional notes and select the number of days the license should be checked out.

4. Click Checkout to My Computer and the license will be activated on the PC and removed from the server for the check out time selected. Option 2 1. Run Pertmaster and click Get Activation and make a note of the installation reference. You will need to return to this screen later to enter the activation code. 2. Run the Network License Manager application on the Server Installation machine. 3. Click on Checkout One Seat. 4. Enter the installation reference. Optionally select the user and add any notes - this will create a record of who has checked the licence out. 5. Enter the number of days you wish the license to be checked out for. 6. Click Create activation code. 7. Return to the Satellite copy of Pertmaster and enter the activation code to activate Pertmaster for the chosen number of days.

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8.4 Extending License Check Out When a license has been checked out from the server, the length of time the license has been checked out for can be extended. 1. Run Pertmaster and if correctly installed as a Satellite installation it should run as a full release. 2. Use File | Close to close any open plans. 3. Tools | License | Extend Check out 4. Use the up and down arrows to choose the length of time you would like to extend checkout by. Note that the maximum extension is 300 days. 8.5 Checking in a License There is no need to connect to the server to check back a license as this is done independently on the server, based on the amount of time the license was checked out for. It is not possible to check a license back into the server earlier than the initial period selected.

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9 Network License Manager Explained Server installations can be managed using the Network Licence Manager. The Network Licence Manager is located under the Pertmaster installation folder. There also a shortcut on the desktop to run the Network License Manager. Note The default password is blank.

Network Licence Manager application options:

Product The Pertmaster product name installed on the server. Licence Number The Pertmaster licence number. Expiry Date The date the licence expires. Named Users The number of named users covered by the licence. Concurrent Users The number of named users who can use the license at the same time.
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Checkout Details of how many licences can be checked out (if any). Apply New Code Use this option to apply a new licence code, e.g. to add more users, add additional check out licences, and increase expiry date. Requires an activation code from Pertmaster. Request New Code Use this option when a new license code is required. If the yearly licence maintenance has been paid then the expiry date on the Pertmaster licence database will have automatically been updated with a new expiry. If you receive a code that has the same expiry please contact your distributor or Pertmaster. Return Licence Use this command to return the activated license to Pertmaster. The license number can then be used on a new server. This process is a used to transfer the licence to another computer. Checkout One Seat Only use this command if the users cannot use the Tools | Licence | Checkout command from their own Pertmaster installation (e.g. if the user is not connected to the network). If used an activation code will be created to activate a named user for a specified period. The server licence must be licensed for checkouts - this will be detailed in the Checkout option (see above). View Checked out seats Displays details about any currently checked out licences.

Admin Options
Allow new users to add themselves to the list automatically When this option is checked new users running Pertmaster for the first time will automatically be added to the list of Pertmaster named users (assuming there are free licences available). This option can save time as there is then no requirement to add users to the list manually. The default for this option is TRUE. Track Usage View Usage Log File - Displays details on licence usage. Delete Usage Log File - Deletes the current usage log file. Set Administrator Password... Creates password for accessing the Pertmaster Licence Manager. When a password is set a file called "password" is created in the Pertmaster installation folder that contains the encrypted password. Deleting the will remove the administrator password. You may therefore want to prevent users from having access to this file.

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Note - If you have set up an administrator password on a client / server or Citrix Pertmaster installation the administrator password will also open any user password protected plans. Licence Details Contains details of the named users: User ID- The users Windows login ID. In use - "No" or "Yes". Enabled - Use to disable a licence and prevent the named user from logging on. Full Name - User name as typed in by user when they first run Pertmaster. Contact Telephone - User telephone number as typed in by user when they first run Pertmaster. Email - User email number as typed in by user when they first run Pertmaster. Computer - Users computer name. Version - Pertmaster version (users will only have different versions if the satellite network installation is being used). Last used - Last date and time user accessed Pertmaster. Checkout? - "Yes" or "No", is user allowed to be checkout a licence. The maximum checkouts at any one time is displayed next to Check Out under Licence Details.

About Licence Check Out The check out option allows licences to be checked out from a server installation and run standalone on a PC. Checking out a licence reduces the number of licences available on the server. Maintaining a minimum number of licences on the server It is possible to check out all except one licence from a server installation. To limit this and retain a minimum number of licences on the server add or modify the "[CheckOuts] |MinOnServer=" setting found in the SecuritySettings.ini. E.g. licence has 5 licences. MinOnServer = 3. Two licences can be checkout out but the 3rd will be declined. Note The "SecuritySettings.ini" file is located in the /Security folder under the Pertmaster installation folder. Make sure you edit the file located on the server. 10 Extra Notes - The Pertmaster install is created in Installshield 2008. - All of the Pertmaster executables used by the application and the install are certified (signed) by VeriSign. - If you have many concurrent users all using the one server you can set up Pertmaster across many servers. This is called Load Balancing. For information regarding this type of setup, please visit the following link. http://www.pertmaster.com/support/faqDocs/FAQ0062.htm

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