To install Primavera Portfolio Management, follow these steps:
- Download and unzip Primavera Portfolio Management from the Oracle edelivery Website.
- Double-click setup.exe to begin installation.
- In the Choose Setup Language dialog box, select the language in which the installation screens are to be displayed, and select OK.
Note: This does not influence the language in which the user interface of Primavera Portfolio Management will be displayed.
- On the Welcome screen, select Next.
Note: Select Next on each screen to advance to the next step of the installation.
- On the Customer Information screen confirm the pre-populated User Name and Organization. Otherwise enter correct values.
- On the Destination Folder screen, select Change if you want to browse and select an installation folder for Primavera Portfolio Management.
- On the Select Default User Interface Language screen, select the default language of the user interface.
Note: Each user can later change this default language selection.
- On the Feature Selection screen, for each instance of Primavera Portfolio Management, select only one installation of the Portfolio Management Primary Back-End, and at least one installation of the Portfolio Management Front-End. These can be installed on separate or same physical servers.
For the simplest installation of all required features installed on one server, select
- Portfolio Management Primary Back-End
- Portfolio Management Front-End
Additionally, select any of the following optional features:
- SOAP RPC interface
- Web Services interface
- Propose
For more details on how to configure Propose, see Configuring Propose.
- Bridge for Primavera P6 and Microsoft Project Server
Configure the Front-End for Publish and Update, and configure the Back-End for Sync. For more details on how to configure the Bridge on both the servers, see Bridge for Project Management Systems.
- Note: To install Primavera Portfolio Management in a scaled-out environment, see Installing Primavera Portfolio Management in a Distributed Setup.
- On the Internet Information Server (IIS) Properties screen, select any of the following options:
- If you have been created a web site for Primavera Portfolio Management on the Internet Information Server Manager, select that web site from the Install in list.
- Select Redirect Web Site to Primavera Portfolio Management if you want to redirect the website to a virtual directory created by Primavera Portfolio Management.
- The Use https on all screens is selected by default to ensure information is secured by SSL.
The Primavera Portfolio Management install automatically detects if a SSL certificate is already installed on your server. If no certificate is found, it will generate a self-signed SSL certificate for you, so that you will be able to use https (http protocol secured by SSL).
- On the Internet Information Server (IIS) Properties screen, enter the corresponding URLs if they are different from the defaults for the following fields:
- How will Primavera Portfolio Management 19 (64-bit) be accessed on the intranet of your organization?
- How will Primavera Portfolio Management 19 (64-bit) be accessed from outside your organization?
Note: If the URLs are different from the defaults, you will also need to synchronize the random number value for all non-default websites in which Primavera Portfolio Management is installed. For detailed instructions, see Synchronizing all Non-default Websites Installed with Primavera Portfolio Management.
- On the Ready to Install screen, select Install.
- On the InstallShield Wizard Completed screen, select Finish.
Primavera Portfolio Management is installed successfully.
- For a new installation, proceed to create a new Primavera Portfolio Management database or connect to an existing database.
For more details, see Creating and Configuring a New PPM Database.