Configuring an Existing PPM Database

Complete the following steps to configure an existing PPM database:

1. Invoke the Primavera Portfolio Management Console using any of the following methods:
   • From the Start menu, select the down-arrow. In the Apps by name menu, scroll and select Primavera Portfolio Management Console.
   • From the downloaded Primavera Portfolio Management file, double-click startup.hta.
2. Select Configure a PPM Database.
3. In the Add Database screen:
   1. Select Make this database the current Primavera Portfolio Management database.
   2. From the Type list, select SQL Server or Oracle as the database server.
4. For a SQL Server database, enter the following information:
   1. In the Name field, enter the name of the existing SQL Server database. For example, PPMDB.
   2. In the Server field, enter the name of the existing SQL Server database server.
   3. In the User field, enter the name of the database user.
   4. In the Password field, enter the password of the database user.
   5. Select OK.
5. For an Oracle database, enter the following information:
   1. From the Method list, select a connection method. Choices include, TNS or EZ Connect.

      Note: The Oracle InstantClient installed by the Primavera Portfolio Management installer is not capable of supporting TNS by itself. The TNS connection method requires a full Oracle database client to be installed on all Primavera Portfolio Management application servers. Oracle 11g full client is supported for the TNS connection method. For Oracle 12c, refer to Doc ID 2064612.1

   2. If you chose the TNS connection method, enter the name of the Oracle service in the Service field.
   3. If you chose the EZ Connect connection method, enter the name of the Oracle instance in the Instance field.
   4. In the Server field, enter the name of the existing Oracle database server. For example, ORCL_PPM.
   5. In the User field, enter the name of the database schema user.

      Alternatively, select Create User to create a new Oracle schema user using the Oracle Database Configuration Utility. For more information on using the Oracle Database Configuration Utility to configure Primavera Portfolio Management with an Oracle database, see the Primavera Portfolio Management Oracle 11g and 12c Configuration Supplement.

   6. In the Password field, enter the password of the database schema user.
   7. Select OK.
6. A message indicating the existing database will be upgraded to the most current version is displayed. Select OK.
7. If the database recovery model is not set to Simple, the Upgrade database screen displays.
   1. Contact your database administrator and ensure the Simple database recovery model is set up before continuing with the upgrade.
   2. Select OK to proceed with the database upgrade.
8. If the System Administrator’s password was created using one of Non-FIPS Hashing Algorithms, the following message is displayed:

   System Administrator’s password was created using one of the Non FIPS Compliant Hashing Algorithms.. Please follow the Install and Config guide to reset the System Administrator’s password before proceeding for Database Upgrade.

   1. Click OK to stop the upgrade.
9. Use any of the following methods to reset the System Administrator’s password:
   • Reset the password before the upgrade
   • Reset the password after the upgrade
   1. Ensure your database administrator sets the System Administrator’s password to null in the database.
   2. To reset the password before the upgrade:
      1. Attach the database to the same version of PPM before upgrade.
      2. Create a DWORD registry key if not already present with the name, “Hash Version” and value, 4 at ‘HKEY_LOCAL_MACHINE\SOFTWARE\Oracle\Primavera Portfolio Management\Portfolios\Server\UI’
      3. Restart PPM services.
      4. Sign in to the application as a System Administrator.
      5. Reset the System Administrator’s password.
      6. Proceed to upgrade.
   3. To reset the password after the upgrade:
      1. After the password is set to null, proceed with the upgrade.
      2. Once the upgrade is successful, login into the application as System Administrator.
      3. Reset the System Administrator’s password.
10. In the Changing Databases screen, select OK.

    The main screen of the Primavera Portfolio Management console displays the upgraded version in the Current Database section.

11. Select Close to close the Primavera Portfolio Management console environment.

    Note: Display messages related to FIPS do not apply for SSO.

Related Topics

Installing the PPM Database

Creating and Configuring a New PPM Database

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Last Published Wednesday, October 19, 2022