Primavera Portfolio Management can be installed on a single server or a distributed setup. The Primavera Portfolio Management Installation and Configuration Guide describes how to install and configure the application in both scenarios.
Note: A new installation of Primavera Portfolio Management on a single server refers to a server that has had no previously installed versions of the application.
Use the following sequence as a recommendation for a successful installation:
- Determine the installation configuration that works best for your organization.
For more details, see Types of Installation Configurations.
- Install the prerequisites.
For more details, see Installation Prerequisites.
If you plan to install in a distributed setup, also see Additional Prerequisites for Distributed Setup.
- Sign in to the Primavera Portfolio Management server with administrative privileges.
- Install Primavera Portfolio Management application on a single server or in a distributed setup.
For more details, see Installing Primavera Portfolio Management or Installing Primavera Portfolio Management in a Distributed Setup
- Install a new PPM database or configure an existing PPM database.
For more details, see Installing the PPM Database.
- Configure the SMTP Server Smart Host.
For more details, see Configuring the SMTP Mail Server for Primavera Portfolio Management.
- Verify the installation.
For more details, see Verifying the Installation.
- If you choose to install Propose, you must also configure Propose.
For more details, see Configuring Propose.
- If you choose to install Bridge, then you must also configure the Bridge for Project Management System.
For more details, see Bridge for Project Management Systems.