1. Installation Guide
Version 4.3
9.13.12.CP
PortfolioEngine™ | Table of Contents 1

2. Table of Contents
TABLE OF CONTENTS ........................................................................................................................ 2
1 PRE-REQUISITES....................................................................................................................... 3
1.1 MICROSOFT SQL SERVER 2008 R2 .............................................................................................. 3
1.2 MICROSOFT OFFICE SHAREPOINT SERVER 2010 ............................................................................. 3
1.3 SQL REPORTING SERVICES.......................................................................................................... 3
1.4 MICROSOFT REPORT VIEWER 2010.............................................................................................. 3
2 EPM LIVE INSTALLATION ......................................................................................................... 4
2.1 RUNNING THE EPM LIVE 4.3 INSTALLATION PACKAGE ...................................................................... 4
2.2 WEB.CONFIG MODIFICATIONS..................................................................................................... 7
3 VERIFY INSTALLATION SUCCESS ............................................................................................... 8
3.1 VERIFYING SOLUTIONS ............................................................................................................... 8
3.2 VERIFYING SERVICES.................................................................................................................. 8
4 CENTRAL ADMINISTRATION CONFIGURATION ........................................................................ 9
4.1 FEATURE KEY ........................................................................................................................... 9
4.2 EPM LIVE CONNECTION STRING ................................................................................................ 10
5 CREATING A EPM LIVE SITE COLLECTION ............................................................................... 11
5.1 CREATING THE SITE ................................................................................................................. 11
6 GETTING STARTED RESOURCES ............................................................................................. 14
2 Table of Contents | EPM Live™

3. 1 Pre-Requisites
This section describes software pieces which must be in place and configured before installing EPM Live
4.3.
1.1 Microsoft SQL Server 2008 R2
SQL Server 2008 R2 must be installed and configured for use by SharePoint. During the SharePoint
installation, do not install using SQL Server Express. If SQL Server Express is used for SharePoint, the
EPM Live installation will not be able to take place and SharePoint will need to be re-installed.
1.2 Microsoft Office SharePoint Server 2010
SharePoint must be installed and configured before installing EPM Live. EPM Live requires a minimum
of Service Pack 1 with the August 2011 cumulative update. However, the December 2011 cumulative
update is recommended if possible.
The SharePoint farm should have a Web Application created specifically for EPM Live. It is not
recommended to use the same Web Application that is already hosting other SharePoint sites.
1.3 SQL Reporting Services
SQL Reporting Services 2008 R2 must be installed and configured in SharePoint Integrated mode on a
SharePoint server in the current farm. In order for this to work properly, the SQL Reporting Services
Add-in must also be installed and configured into Central Administration. SSRS is a component of SQL
and is installed using the same installation files that were used for SQL itself. The Reporting Services
Add-in can be downloaded at the following URL:
http://www.microsoft.com/en-us/download/details.aspx?id=622
1.4 Microsoft Report Viewer 2010
The Microsoft Report Viewer 2010 Redistributable Package can be downloaded at the following URL:
http://www.microsoft.com/en-us/download/details.aspx?id=6442
EPM Live™ | Pre-Requisites 3

4. 2 EPM Live Installation
Installation files can be downloaded at http://downloads.epmlive.com. You will need the order number
and email address associated with your order.
2.1 Running the EPM Live 4.3 Installation Package
1. Right-click the installation package, and choose Run As Administrator
2. Click Next on the opening page of the installer
3. Read the EULA details, and select the “I Accept” radio button. Click Next.
4. The Custom Setup page will allow you to change the installation path if needed. If you
would prefer to change the path or drive that EPM Live installs to, click the Change button.
Otherwise, click the Next button.
4 EPM Live Installation | EPM Live™

5. 5. Enter in the Username and Password of the Application Pool account. This account will be
used to install the EPM Live Timer and Queue service. These are Windows Services, so the
account will need to be a local administrator on the Application Box.
6. Click Install. The wizard will process the installation for a few moments
EPM Live™ | EPM Live Installation 5

6. 7. When the dialog box pops up, select the Web Application created specifically for EPM Live.
Enter in the Database Server name, and modify the EPM Live database name if needed.
Leave the Username and Password boxes blank to use Integrated Security. Click OK when
done.
8. The wizard will proceed to install the Solutions and Database. When the dialog box is
finished installing the solutions and Database, click the Close button.
Please note, this may result in temporary downtime on any existing SharePoint sites in the
farm.
6 EPM Live Installation | EPM Live™

7. 9. The wizard will finish installing the services. If there are any errors, troubleshoot them as
needed. Click Finish when it is done.
2.2 Web.config Modifications
There are some minor changes that need be made in the web.config.
1. Find the web config for the EPM Live Web Application
2. Edit the web config file in notepad and search for the “<providers>” section
3. At the bottom of this section, add the following line:
<add name="MultiAppCustomSiteMapProvider" type="EPMLiveCore.MultiAppCustomSiteMapProvider,
EPM Live Core, Version=1.0.0.0, Culture=neutral, PublicKeyToken=9f4da00116c38ec5" />
4. Search the web config file for “ReportViewerMessages”. Comment out this line by adding
“<!—“ before and “-->” after it, like this:
<!--<add key="ReportViewerMessages"
value="Microsoft.SharePoint.Portal.Analytics.UI.ReportViewerMessages,
Microsoft.SharePoint.Portal, Version=14.0.0.0, Culture=neutral,
PublicKeyToken=71e9bce111e9429c" />-->
5. Save the web config file and close it.
6. Reset IIS
EPM Live™ | EPM Live Installation 7

8. 3 Verify Installation Success
Before moving on, verify the solutions created properly, and that the services have started.
3.1 Verifying Solutions
Installing EPM Live creates a number of new solution files in SharePoint. Make sure these solutions
installed properly, and were deployed to the correct Web Application. In Central Administration, click
the Manage Farm Solutions link under the Farm Management heading of System Settings. Make sure
that all solutions that begin with “EPM Live” have a status of “Deployed.” If they are not globally
deployed, ensure that they have deployed to the EPM Live and Central Administration Web
Applications.
3.2 Verifying Services
EPM Live installs two Windows Services, EPM Live Queue and EPM Live Timer Service. Click on Start,
then under Administrative Tools, select the Services applet. Scroll down until you find the EPM Live
Queue and make sure its status is set to “Started.” Do the same for the EPM Live Timer Service.
8 Verify Installation Success | EPM Live™

9. 4 Central Administration Configuration
After the installation has completed, finish configuration steps in Central Administration.
4.1 Feature Key
EPM Live will need to be activated in order to use the new functionality. In Central Administration,
General Application Settings, click the Feature Keys link under the EPM Live Administration heading.
You should have received a Feature Key from EPM Live to activate your installation. If you servers do
not have internet access, or are behind a proxy, you will need to use a manual key. Simply send the
Farm Guid found on this page along with your key to your EPM Live representative, and they will assist
you.
Enter your key into the “Add Key” section of the Feature Key page and click the Activate button. You
should see the key listed in the top part of this page, along with each feature you have access to and
how many users are active for each feature.
EPM Live™ | Central Administration Configuration 9

10. 4.2 EPM Live Connection String
Click the Application Settings link under the EPM Live Administration heading of the General
Application Settings page. This page displays the connection string used for EPM Live for each Web
Application, as well as the SSRS information. Be sure to enter the URL for Reporting Services for your
EPM Live web application, along with the “Use Integrated Mode” box.
The Connection String needs to be entered for the EPM Live web application, as well as Central
Administration. If your Central Administration web application doesn’t have a connection string, you
can copy it from the EPM Live web application. The Status dialog will turn green when you click Save
Settings if your connection string is entered properly.
10 Central Administration Configuration | EPM Live™

11. 5 Creating a EPM Live Site Collection
After all installation is complete, you can begin creating EPM Live site collections.
5.1 Creating the Site
1. Click the Create Site Collection link under the EPM Live Administration heading of the
General Application Settings page in Central Administration.
2. Select the EPM Live Web Application. Give the new site a title and select the new URL. Be
sure that the PortfolioEngine or WorkEngine Site App solution is selected in the dropdown.
Use the Service Account for the Primary Site Collection Administrator.
3. For the Reporting Database section, select the “New” radio button. Enter in the SQL Server
name, and give it a database name. We typically recommend using the site name and
appending “_Reporting to make it easy to find. Once this is all filled out, press the OK
button.
EPM Live™ | Creating a EPM Live Site Collection 11

12. 4. Follow the link to get to the site you just created. A window will pop up guiding you through
the Setup Wizard. Click Next.
5. Enter the Username and Password of the Application Pool account to connect to the
Reporting database that we created earlier. Be sure to check the “Use as Windows
Credentials” box. Click Next
12 Creating a EPM Live Site Collection | EPM Live™

13. 6. Set a time for the Notifications and Timer Service to run. Typically these are set to run late
at night, or during off hours. Click Next.
7. Select the No radio option and click Finish.
8. Navigate to the EPM Live Setup page by adding “_layouts/ppm/setupppm.aspx” to the end
of the URL of your site.
EPM Live™ | Creating a EPM Live Site Collection 13

14. 9. Leave the Base Path as it is pre-populated. Enter in your Product Key for EPM Live and the
Company name exactly as it was received by EPM Live. The Database Information section
will be creating the EPM Live database. Enter your Database Server name. Typically the
Database Name will be your base path followed by _EPM Live. The User Name and
Password will create a brand new SQL Server Authenticated Account. This account is used
for back end communication with the EPM Live database. Click Setup Site.
10. Reload the Setup Status page until you receive the Complete status.
6 Getting Started Resources
Upon completion of the installation, you can navigate to the Getting Started page. This page has a
helpful getting started video, as well as links to other Support, training, and contact information for EPM
Live. We recommend you watch the brief Getting Started video.
14 Getting Started Resources | EPM Live™

15. Navigate here by enter the following URL: <Your Site URL> + /getstarted.aspx
(Ex: https://apps21.epmlive.com/sites/icloudconsult/getstarted.aspx)
EPM Live™ | Getting Started Resources 15