ProjExec 3.0 User Guide Common Sections
Contents
1. Administration Basics Security Ports Server Tasks HTTP Domino Web Engine DIOP LOAP c Page down to the bottom of the document to locate the HTTP Protocol Limits section on the right d Locate the Maximum size of request content field The default value is 10 000 kilobytes about 10 megabytes 38 Maximum URL length 4 3 kilobytes Maximum numberof 84 URL path segments Maximum number of 485 request headers Maximum size of request 16 a kilobytes headers 10000 kilobytes specify to allow unlimited content content e Increase the size of the Maximum size of request content up to a maximum of 1 GB 1 048 576 KB Set it to zero 0 to allow unlimited size content 3 Maximum POST data The Maximum POST data is set in the Server document for the Lotus Quickr server To access this setting do the following a Open the Server document b Go to the Internet Protocols tab then select the Domino Web Engine sub tab Basics Security Parts Server Tasks Internet Protocols MTAs Miscellaneous Transactional Logging Shared Mail Lotus Traveler Administration HTTP Domino Web Engine DIOP LDAP c Locate the Maximum POST Data field The default value is10 000 kilobytes about 10 megabytes Maximum POST data in 10000 kilobytes File compression on Disabled 1 upload d Increase the size of the Maximum POST data up to2. The site administrator has access to the Sites view that lists all available sites The view displays the site status name organization and managers As a site administrator you may also enable disable clone import or delete sites using buttons on this view f Delete Disable Enable Ik Clone Import You can choose to delete sites After it is acknowledged that a site is being deleted all site related documents in all databases will be removed including projects To delete one or more sites select the desired site s by clicking on the checkbox next to the site name Click Delete and approve the confirmation message to remove the selected sites Like organizations sites can also be disabled or enabled A disabled site is no longer accessible in any of the applications it implements To disable one or mote sites select the desired site s by clicking on the checkbox next to the site name Click L Disable and approve the confirmation message to disable To enable one or more sites select the desired site s by clicking on the checkbox r next to the site name Click _ Enable and approve the confirmation message to enable the selected sites Notice that already enabled sites are not affected You can also clone the site thereby creating a new site with the same attributes managers applications and users but with a different name and id To clone one or more sites select the desire
3. This means that the resource files are cached on the client machine and used within 10 minutes After that time when this resource file is needed for a page a request is sent to the server to check if a new version should be retrieved To reduce the number of HTTP connections you can increase the caching time in a server configuration file 32 The server configuration file is located in the deployed application in the WEB INF directory servlet_config properties The property that needs to be specified is fb domino http resource cache Time The cache duration is specified in seconds Example Http Resource cache time for FlowBuilder Domino adapter time is in seconds fb domino http resource cacheTime 43200 The server must be restarted after a property change Customize the Wall refresh rate If a user opens ProjExec home page and leave it opened without doing anything he can see automatically if there are new entries messages or events and click on Show new entries to display them By default every 15 minutes even if the user is inactive the number of new entries messages or events posted on the wall since the last refresh of the page is updated on the Home page You can change this refresh rate in a server configuration file located in the deployed application in the WEB INF directory projexec_config properties The property that needs to be specified is projexec wallrefreshrate this option set
4. Allocation and Light Gantt charts 42 Sametime and Presence awareness ssues rr 42 Miscelaneos s aa eer eee EEEE E Eeee EEEE EREE EEE EREET 43 Chapter 1 Guide to Managing ProjExec Site administrators have exclusive access to administrative features that they can use to manage ProjExec management and administration Access to the administrative features is rilog s ProjExec is an extensive and multi modular solution that requires restricted to users having the Site Administrator role Note Some features described in this guide are part of specific editions or platforms of ProjExec To specify to which edition they apply the edition name is added between parenthesis at the beginning of the paragraph ProjExec for IBM Connections Some administrative settings can also be configured for each ProjExec site A site is a virtual place where are defined a list of projects Users belonging to a site cannot view projects of the other sites A site manager is responsible for configuring his own site The Calendar integration option and the configuration of the Calendar integration are available for both the Site Administrators and the Site Managers Note that the Site Manager role is available in ProjExec for WebSphere Portal or WebSphere only Note for Quickr users If you are using ProjExec for Quickr a single site is used to store all projects and data The concept of virtual places containing one o
5. a maximum of 1 GB For use with Lotus Quickr you must set a specific value You should not use zero to indicate unlimited After making these changes restart the HTTP task on the server for the new settings to take effect If you see out of memory errors with large file uploads you might need to enable some notes ini file parameters Refer to the tech note Uploading large files when using 39 Lotus Quickr 1304758 for more details tp www 01 ibm com support docview wss uid swg21304758 Enable Demo Mode to work with sample projects If you need to work with sample projects for training or demonstration purpose you may need to activate the Demo Mode By doing that a button Change All Dates will be available on the Site Settings Projects page Clicking on this button will modify all dates for the selected project Not only the whole schedule will be moved according to the new start date but all project data will also be modified accordingly issue change requests feedbacks etc This feature is obviously reserved for sample projects If you may need this feature you have to enable the Demo Mode in a server configuration file The server configuration file is located in the deployed application in the WEB INF directory projexec_config properties The property that needs to be specified is projexec demomode Example This option allows you to see the Change Dates button in order to move the dates to
6. fix demo data The default value is false projexec demomode true The server must be restarted after a property change Indicate your SSO configuration to ProjExec In order to make the SSO function properly in ProjExec ProjExec needs to know the exact SSO domain as it is defined in the server SSO configuration Otherwise users may encounter problems to log in to ProjExec after a session timeout By default ProjExec considers that the SSO domain is the fully qualified domain name If it is not the case you must change the domain name in a server configuration file located in the deployed application in the WEB INF directory servlet config properties SSO Token domain name This property allows to indicate the value of the SSO domain as it is defined in the server SSO configuration Available values are one of the 2 predefined keywords FullyQualifiedHostName or FullyQualifiedDomainName or directly the real domain name ex mycompany com 40 If server name is server subdomain domain com FullyQualifiedHostName means server subdomain domain com while FullyQualifiedDomainName means subdomain domain com The default value is FullyQualifiedDomainName sso token domain FullyQualifiedDomainName The server must be restarted after a property change Issue while accessing Quickr documents in case of accents in file name If you are using Quickr 8 5 and if you are using
7. to true projexec restrictprojectcreation true The server must be restarted after a property change PDF Reporting configuration for non Latin languages Some ttf font files are needed to create PDF reports for supported non Latin languages such as Chinese You might need to tell ProjExec where to find these font files To do that you have to edit the reporting_config properties file found under ProjExec WEB INF and add the following pdf fonts folder lt path gt Example pdf fonts folder C PEFonts Under the font s folder you must include the ttf font files to be used You have also to create the following file under the font s folder pd4fonts properties Once created edit the file and specify the font file used by adding the following Arial lt font file name gt Example of the content for the file pd4fonts properties Aha lena DOY TES 20080907 Eitt Arial Bold Arial Ttalic Arial Bold Italic Note that the reporting feature only supports Arial font Directory Tool This tool allows you to update ProjExec data when the directory is modified It is useful for example if you want to migrate from one directory to another or if some user details have changed name change email change Important notice Before using this tool you must back up your database Don t hesitate to contact ProjExec support for help to use this tool This tool is a command line to
8. triloggroup lwpbeans calendar NotesC alendarBroker Web Service URL http host port pathiCalendarBroker nsfCalDelegate OpenvWebService ADDITIONAL MAIL SERVERS Define additional mail servers Add i Delete URL r http hostJ portji pathj CalendarBroker nsf CalDele gate OpenWebService The form opens in edit mode for users who have the permission allowing them to enable disable the Calendar integration When you choose to enable the Calendar integration the fields listed here will appear in the form Enter the appropriate parameters as described below Authentication Enter the username and passwotd of a Domino Local Domain Administrator Update Calendar You may choose to enable or disable the option to update the user s external calendar By choosing to enable an external calendar the user will see the Update Notes Calendar button in the action bar of the My Calendar page The button will be used to update the logged in user s external calendar with all the project tasks assigned to him in ProjExec from the current date onward Name Displays the name of the calendar to integrate with Web Service URL Specifies the URL of the Web Service that will be used to interact with the external calendar This consists of the protocol host name example myserver port number do not put anything if you use the default port path do not put anything if the database is directly under the root Lotus Notes data
9. you may want to allow users to authenticate by using sAMAccountName LDAP attribute To do that open the file projexec_config properties located in the WEB INF directory under the deployed application and add the property authentication filter to indicate an LDAP query For example authentication filter sAMAccountName 0 cn 0 This example allows login on sAMAccountName or cn Note that it is always possible to log in using cn uid email and dn 31 Chapter 6 Performance Tuning This chapter describes some common configurations that may improve the performances in certain cases Note If you encounter performance problems please first make sure that you followed all configurations recommended in Before you begin section of the Installation Guide VM Maximum heap size HTTP threads compression etc ProjExec on Quickr Domino use a separate 64 bit Domino server To build a scalable environment you need to have two Servers serverl Domino 64 bit server2 with Domino 32 bit and Quickr Domino Refer to the corresponding appendix of ProjExec for Quickr Domino Installation Guide ProjExec Resource File Cache on Lotus Domino server Domino Web Server does not manage cache for ProjExec HTTP files and images ProjExec manages its own cache for all common resource files JavaScript files images etc If there isn t any property specified in the configuration file the cache time is set to 10 minutes
10. 174297 Only users with the role Site Administrator can enable and configure this option You must be using the Domino Directory server as the LDAP directory for ProjExec in order to enable the Sametime option If you are not using Domino a message will appear stating that Sametime integration is supported only for Domino Directory Servers when you attempt to enable the option using the instructions below Organizations Users Sites H 8B Administrators Setup e Z Sametime E gt Skype a Q Directory Access A License e ik Invitation Configuration 23 From the Global Settings menu expand Setup as shown above and select the Sametime sub menu item The Sametime Integration form will open in edit mode automatically allowing you to enable disable Sametime integration as shown below Sametime H Save CA Test Connection X Cancel IV Enable Sametime Integration r Specify Sametime Server URL Parameter Sametime Server Host Name Sametime Server Port Number In the Sametime Integration page specify the requested parameters for your Sametime server Enter either the server URL or the Host name and port number of the Sametime server i i i Test C i When Enable Sametime Integration is selected the button BO Test Connection is shown in the action bar Click on this button to test the parameters entered and establish a connection to the Sametime Server After verifying the correct Sam
11. Server Home Directory gt Domino data folder 3 Run the program lt Lotus Server Home Directory gt Domino nlnotes exe to edit the ACL Access Control List of the database 4 Go to File gt Application gt Open and select the server to which the database file was copied Then browse to the CalendarBroker nsf database file and open it 5 Go to File gt Application gt Access Control 6 Click on the button labeled Add 7 Click on the person icon to the right of the text box in order to add entties to the Access Control List of the database 8 Select the server to which the database was copied and add it to the list 9 Select the user group who will manage the database and add him them to the list 10 Click on the button labeled OK to close the Select Names popup window and return to the Acess Control List window 11 12 13 14 15 Select the server name from the list and set the User pe attribute to Server and the Access attribute to Manager Select the database manager user group name from the list and set the User Ape attribute to Person Group and the Access attribute to Manager Restart the IBM Lotus Domino server Open the Lotus Domino Administrator then from the file menu click on Open Server and chose the server you want to connect to make sure to open the server where your directory resides Open the Fiks Tab and from the list of NSF Database locate the Calendar Broker right click on it and chose Zg t
12. TRILOG encu TRILOG GROUP INC ProjExec ProjExec Administrator Guide ProjExec Administrator Guide 2004 2012 Trilog Group Inc 54 Cummings Park Suite 308 Woburn MA 01810 Phone 781 937 9963 Fax 781 935 229 Table of Contents Chapter 1 Guide to Managing ProjExec 0 000000a 4 Chapter 2 Integration with Notes Calendar 6 Before VOU BEGIN isss na kak a 7 Access Calendar Integration SetUD rr 8 Test Notes Calendar Connection cceeeeeeeeeeceeeeeeeeeeeeeeeeeees 10 Chapter 3 Integration with IBM Connections 11 Enable Lotus Connections Integration 11 Allowing Email addresses to be displayed 12 Chapter 4 Using the Global Settinos 14 Accessing the Global SEIINgS kk a a a a 14 Organization Management ProjExec for IBM Connections 15 Site Management ProjExec for IBM Connections 18 Administrator Management cccccecccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeeeaaeees 22 Sametime Integration i Ek kk kk 22 Skype Inlegralldhkssaa rrr ake eke a 24 Director yACG6895 O0DUOL S3 aa dar S nada Dine da DV a dak 25 License Manager E ii Ek kk kk kk kK Ke kK kK KK KK KA 26 Chapter 5 ProjExec Access from Mobile devices 29 C
13. b2cli ini located in the root directory of DB2 installation Add the following lines to the file Database name PATCH2 50 LobCacheSize 1048576 The PATCH line instructs DB2 to free up LOB locators after it has used them and the LobCacheSize parameter adjusts the total memory that is available to LOB locators in this case 1 GB You might then need to restart the DB2 instance e The load qptool upgrade f a command which IBM recommends running after applying any Quickr Domino FP installation may corrupt ProjExec Places and Templates by adding Quickr s standard Home Page in the TOC To fix this issue 1 Download the zip file pe_tools zip from the following link http www triloggroup com portal projexec download pe_tools zip 43 2 Unzip the downloaded file under lt directory where Domino is installed gt Domino Data ProjExec 3 Sign the agent by a Quickr Admin User who has full rights to all Quickr templates and places 4 Run the agent You can run it in two ways a From the server console issue the following command tell amgr run ProjExec pe_tools nsf pe_fixup b From the Notes client open the ProjExec Tools database then from the Actions Menu run the Agent called Fixup ProjExec Places slower than previous This will automatically repair all ProjExec Templates and Places by restoring the original ProjExec TOC 44
14. base name and the web service name Example http myserver CalendarBroker nsf CallDelegateeOpenWebService Additional Mail Servers If the users in your organization are distributed over several mail servers you may need to specify several mail servers You have to repeat the process to install the CalendarBroker database on all mail servers Indicate the Web Service URL for all mail servers Test Notes Calendar Connection When the Enabled box is checked on the Calendar Integration form the 4 Test Connection button is shown in the action bar Once the appropriate 4 Test Connection values have been enteted as described above click to test the parameters entered and to establish the connection with the external calendar Once all the desired modifications have been made to the Calendar las integration configuration click El Sael close and save the changes 10 Chapter 3 Integration with IBM Connections This chapter contains detailed instructions to activate the connector for IBM Connections If you are running ProjExec for IBM Connections this integration has been automatically set during installation ptocess If you are running on Quickr you can define some settings to integrate with an IBM Connections server to use Profiles and Activity integration ProjExec can be integrated with an IBM Connections server This allows retrieving user Connections profile picture VCard to be displaye
15. cally allowing you to change the directory access options by explicitly specifying whether Site Manager s Project Manager s the global Super User Project Super User Project Creator or All Users are granted that privilege Directory browsing access can be toggled on and off by simply clicking on the checkbox next to each of the options The ProjExec administrator is granted the directory browsing access right by default and it is irrevocable Moreover the directory browsing access may be granted to specific users by clicking on the checkbox next to the option labeled Select Users This gives you the option to select those specific users from the directory by clicking on the GHB icon Once you have finished setting the directory access options click on the Eiu Sayan button to save your changes or on the X cancel button to cancel your changes If a Site Manager is granted the directory browsing access right he she would be able to add users from the directory to the sites managed by him her Otherwise he she would not be able to add users to sites managed by him her Similarly if a Project Creator is granted the directory browsing access right he she would be able to add users from the directory to the projects managed by him her 25 License Manager Click on the License sub menu item under Global Settings to open the License Manager form The form opens in edit mode automatically License H Save E Update Lice
16. d on ProjExec pages This also allows creating a new activity or to view existing activities and add an activity as a bookmark of a ProjExec data If you are running ProjExec for IBM Connections you also have integration with Community and Files Enable Lotus Connections Integration Edit projexec_config properties file in projexec WEB INF directory and set the following properties Enable Lotu host name o lc server hos URL Protoc lc server pro URL port to URL prefix from server 1c server res s Connections Connector integration lc integration true Lotus Connections Connector configuration from SCIVEGL SS f Lotus Connections accessible from ProjExec server tocol to append to access Lotus Connections R t url prefix 11 ol to use to connect to Lotus Connections from server http or https use to connect to Lotus Connections from server lc server port EST services Lotus Connections Connector configuration from proxy client Use special configuration for Lotus Connections from proxy If set to false then the connector will use the same properties as server ones proxy lc defined false host name of Lotus Connections accessible from proxy proxy lc server host URL Protocol to use to connect to Lotus Connections from proxy http or https proxy lc server protocol URL port to use to connect to Lotus Connections from proxy proxy lc server port URL pr
17. d site s by clicking on the checkbox next to the site name Click Gi clone and approve the confirmation message to clone the selected sites For each selected site a new site is created with the same name as the original site plus the word clone appended to it Note that cloning a site does not clone the projects created under that site nor their clients Finally you can import a site that has been previously exported as a zip file To import a site click E Imeti and follow the step by step directions of the Import Site Wizard If the site doesn t already exist it will be created However if it already exists you will be prompted on whether or not you wish to replace the existing site The Import Site Wizard consists of the following tabs 20 Browse file and then click to attach the selected file Upon a successful upload a message will appear that the file was successfully Reattach File Import Site Click to navigate to the location of the zip Upload uploaded If the wrong file is selected click on the Browse and Upload steps to upload the correct file and repeat If the uploaded site already exists a message will appear prompting you on whether or not you wish to replace the existing site Furthermore if the organization of the imported site does not exist a message will appear informing you that the organization to which the imported site belongs no longer exists and that you can either selec
18. dard license the downgrade will not be allowed if any site has its own license This is attributed to the fact that only Hosting and Enterprise application licenses support adding site licenses The last step of the wizard informs you of the successful update of the license or displays a description of the problem that prohibited the license from being updated successfully Note that upgrading from any type of license to a Hosting license requires that you specify site licenses for all existing sites or you will no longer be able to access these sites 28 Chapter 5 ProjExec Access from Mobile devices ProjExec supports popular mobile devices BlackBerry iPhone Nokia with Symbian Android Windows Mobile End users can use the browser that is included on their mobile device to access theit own project tasks across projects so that they can report progress view documents and post comments Users with project manager portfolio manager and super user privileges will additionally have access to portfolio progress and project alerts Configure a user friendly URL for mobile devices To roll out mobile access to end users we recommend to configure a user friendly ProjExec mobile URL prior to communicating it to end users 1 Know the default ProjExec mobile URL e If ProjExec is running on Quickr Domino the default ProjExec mobile URL is http lt hostname gt xsp projexec mobile Note the ending slash is important e If ProjExec i
19. documents with accents in the file name ex Sp cifications doc you may have the following issue the document can be opened normally from the Document Library but if it has been added as a bookmark in ProjExec clicking on the bookmark does not work on ProjExec pages we will get an error and the document will not open This issue is due to a wrong URL returned by Quickr This issue is known and has been fixed in Quickr 8 5 1 Database connection error while using DB2 and Quickr J2EE on Linux You have installed and used ProjExec successfully but after an application server restart ProjExec pages are no longer accessible and the following exception is dumped in SystemOut log file java lang UnsupportedClassVersionErtor com ibm db2 jcc DB2Drivet bad major version at offset 6 If you are using db2jcc libraries and if you selected all jar files starting with db2jcc during ProjExec installation process Database configuration Step you should try the following goto ProjExec deployed application in Quickr wp_profile installedApps xxxnode PA_ProjExec eat projexec wat WE B INF lib remove db2jcc4 jar to force the application to use only the DB2 driver included in db2jcc jar restart the application 41 Error while displaying Resource Allocation and Light Gantt charts If you are not able to see the Resource Allocation chart or the Light Gantt chart please modify the server configuration to all
20. e HTML page redirect Create an html page called myprojects html for example and put it on the root folder of your HTTP server Use the Meta Refresh tag to automatically redirect to the ProjExec mobile URL The following is an example of the html file used for redirection lt html gt lt head gt lt meta http equiv refresh content 0 url http lt hostname gt lt projexec_url gt gt lt title gt ProjExec Mobile lt title gt lt head gt lt body gt lt body gt lt html gt Publish the URL To inform the end users of the ProjExec mobile URL you can publish it in the footer of all ProjExec pages by setting it in a server configuration file To do that open the file projexec_config properties located in the WEB INF directory under the deployed application un comment the property projexec mobileurl and append the URL Example This option allows you to indicate the URL to access ProjExec from mobile devices If this property is set the mobile URL will be displayed in the footer of ProjExec pages projexec mobileurl http myserver triloggroup com light_projexec 30 You can also publish share the mobile URL by mail via intranet or any other internal communication Allow to specify login attribute for authentication It is possible to indicate which LDAP attribute is used by ProjExec users when they authenticate on their mobile devices or on the widget For example if you are using Active Directory
21. efix to append to access Lotus Connections REST services from proxy proxy lc server rest url prefix Here is an example of real values lc integration true lc server host mylc30server mycompany com lc server protocol http lc server port 80 lc server rest url prefix proxy lc defined false proxy lc server host proxy lc server protocol proxy lc server port proxy lc server rest url prefix Important Notice If you are using IBM Connections over HTTPS you have to import the certificate into the Domino JVM Follow instructions from http www 10 lotus com Idd dominowiki nsf dx Add_Site Certificates to the Lotus D omino JVM cacerts Keystore Allowing Email addresses to be displayed You cannot enable IBM Connection Connector if you configured IBM Connections to prevent email addresses from being displayed lf you hide email addresses ProjExec will not function properly To expose email addresses execute the following command For more information please refer to IBM documentation http publib boulder ibm com infocenter Itscnnct v2r0 index jspPtopic co m ibm connections 25 help t admin common hide email using script html 1 Open a command prompt and then go to the following directory on the WebSphere Application Server hosting IBM Connections 12 C IBM WebSphere LotusConnections ConfigEngine 2 Enter the following command to run the script that configures IBM Connections to di
22. en Sametime is enabled with ProjExec users can detect which team members are currently logged in to ProjExec their name will be preceded by the person icon and it is a simple matter to click on the icon to initiate a chat send announcements and files share screens and use web conferencing capabilities Important Notice All users Distinguish Names DN stored in ProjExec database are converted into lowercase In order to make integration with Sametime work properly Sametime server must be configured to be case insensitive To configure Sametime to be case insensitive do the following 22 Update sametime ini 1 Open Sametime ini from all chat servers in a text editor located in C Lotus Domino in our test environment 2 In the Config section add the flag AWARENESS_CASE_SENSITIVE 0 If Sametime is running on Windows 3 In the STLINKS section append DAWARENESS_CASE_SENSITIVE 0 to the STLINKS VM ARGS as follows STLINKS_VM_ARGS Xmx128m Xgcpolicy optavgpause DAWARENESS_CASE_SENSITIVE 0 Update stlinks js 1 Open stlinks js in all chat servers in a text editor located in C Lotus Domino data domino html sametime stlinks in our test environment 2 In the variable section set the variable STlinksCaseSensitive to false vat STlinksCaseSensitive false 3 Restart Sametime Here is an IBM documentation to configure Sametime to be case insensitive http www 01 ibm com support docview wss uid sweg21
23. etime integration configuration click Gl Save to close and save the changes Users will now have access to all Sametime functions within ProjExec In certain cases you will have to do the following configuration For the Sametime integration to function properly with Firefox you need to create a new folder called sametime under the location lwpbeans person and then copy the corresponding stlinks folder from the IBM Lotus Sametime server to the deployed ProjExec application folder under the location lwpbeans person sametime After that replace the stlinks jar file under lwpbeans person sametime stlinks by the stlinks jar file found under lwpbeans person sametime stlinks signed The ProjExec application does not include this required library Skype Integration For detailed information about the ProjExec integration with Skype please refer to the Skype Integration User Guide 24 Directory Access Options You may set the level of access to the directory by choosing the role s or users s that would be granted the directory browsing privilege Click on the Directory Access sub menu item under Global Settings to open the Directory Access Options form Directory Access Options El Save X Cancel The following users can browse the Directory Site Administrator s Site Manager s Super User Project Super User Project Creator All Users 1110 8 Select Users The form opens in edit mode automati
24. hat the New Start Date can be either before or after the current start date and that the start date of the project will in fact be moved to the closest date matching the week day of the current start date within the week of the New Start Date 21 Administrator Management Click on Administrators from the left hand menu to display a l st of users with the role Site Administrator The view displays the name and Email of current site administrators as shown below lt gt Administrators X Add Delete Showing 1 1 of 1 Pagel of 1 Rows Page 10 kal J Organizations ri lame Email amp ura FP cC amp Philip Collins pcollins triloggroup com a Setup Hide Menu add Click on the add button to open the Add Administrators form which allows you to add new site administrators Click Gi Select Users nd select the appropriate users from the People Finder directory To remove a user as a site administrator select their name by clicking on the box in the first column and then click _B delete Note that the application must have at least one site administrator and therefore you will not be allowed to remove the last user remaining in the list Furthermore you will not be permitted to remove yourself as a site administrator Sametime Integration ProjExec provides optional integration with IBM Lotus Sametime to add additional functions such as presence awareness and instant messaging to ProjExec Wh
25. is ProjExec Edition Displays the edition of the installed product The possible values are Multi platform ProjExec Portal Edition or ProjExec Standard Edition Version Displays the version number of the installed product License Type Displays the type of the installed license The possible values are Trial Standard Enterprise or Hosting Note that only Hosting and Enterprise application licenses support adding site licenses such that it is mandatory when the license is hosted and optional when it is enterprise Valid Until Displays the expiry date of the license installed This field is visible only if the license type is Trial License Scope Displays a table containing the total allowed number of users sites and projects versus the remaining number of users sites and projects respectively You can easily tell from this table how many users sites and projects are currently added and how many more you will be able to add in the future Note that unregistered users or disabled users are not included in the users count for license scope validation Moreover the disabled sites are not included in the sites count for license scope validation If you chose to install the sample data and sample users then the number of sample projects sample users and sample sites is not considered in the corresponding count for license scope validation Connectors Displays the available connectors to third party applications along with their
26. name to view or edit its details The Organization Details form is illustrated below 15 Organization Users Delete E Save x Cancel Name Trilog gop Address 54 Cummings Park City wobun State jnan TT zip Code aiso TT Country United States zl Telephone Fs1 937 3963 Fax fra1 935 2293 TT Web Address fwww triloggroup com Description Trilog Group Account Enter the details concerning the organization as prompted by the fields on the form The Organization Name field is required You can also delete an organization from this form by clicking on the Delete button This action will delete all the sites related to that organization all the documents for those sites including projects and all the users in that organization Click on the Users tab to open the list of users belonging to the organization as shown below 16 Organization Users a add fi Delete Disable Enable X Close Enabled Disabled Showing 10 of 23 Hojo aaa aa aaa 41414 X lt J lt J lt 1 lt You can add new users to the organization by clicking on the L Page 1 of 3 gt Name Adam Tinow Adolphe Camors Al Mass Alain Boucher Amanda Calder Andrew Kenedy Arnold Kennedy Bernard Chapot Betty Chris Bill Bright Go to Page Te Rows Page 10 le Email atinov triloggroup com acamors triloggroup com amass triloggroup com abo
27. nse x Cancel Product ProjExec Edition Multi platform Version 3 7 Customer Trilog Dev License Type Enterprise View License Agreement LICENSE SCOPE Total Remaining Number of Users Unlimited Unlimited Number of Sites Unlimited Unlimited Number of Projects Unlimited Unlimited CONNECTORS Enabled Disabled o Name Status Lotus Notes Calendar Connector Relavis eSales Connector Options Notify the site administrator s when the ratio of active registered users to total allowed users reaches j The license page displays the details encoded in the license key provided at the time of installation or last license update It also enables you to view the license agreement as well as update the currently installed license 26 There are four different license types trial standard enterprise and hosting A trial license s always included with the software package in case you have not purchased a standard or enterprise license The trial license allows the usage of the application for a period of 90 days starting from the installation date with the maximum number of users being 20 The product information license scope connectors status and options are displayed based on the provided license key If no license key is provided at all this page will display the details of the trial license More explicitly the following fields and properties are displayed Product Displays the product name which
28. nsive calendar features as an integral part of the core product Project and task calendars can be defined and are used to calculate schedules and dates for various tasks Individual user calendars may also be defined for each resource within ProjExec to indicate specific resource availability My Calendar and Project Calendar views display task and activity schedules for both individual users and collective project teams Most personal information management applications and other project management applications treat calendars as functional silos where resources are committed only within the single application domain Individuals typically use a separate calendaring tool for personal productivity often an extension of their email application Most users do not need another separate calendar but instead can benefit from Calendar integration ProjExec addresses the challenges of multiple separate calendars with an option to integrate all ProjExec calendar features with external Notes Domino calendaring and scheduling to synchronize and display Notes calendar entries with ProjExec tasks and activities in a single integrated location Users can access a single location to manage commitments and work ProjExec supports integration with external master calendars using a service oriented architecture Integration is bi directional users can choose to export all projects tasks and activities from ProjExec to the external calendar or display all exte
29. o sign the file Once the database is installed you need to grant public access to the web service so that it can be used from within the ProjExec application To do that please follow the instructions listed below 1 2 NN OTR amp Open the CalendarBroker nsf database with IBM Lotus Designer Go to Code gt Web Service Providers gt CallDelegate Code is located in the left panel Double Click on Ca Delegate When the code window opens click on the Properties tab Select the Security tab Check the option labeled Aow Public Access users to use this web service Close the Web Service properties window and then close IBM Lotus Designer Access Calendar Integration Setup Only users having the global function Calendar Integration Administrator can access the Calendar integration option and manage the configuration of the Calendar integration Select Calendar Integration from the Site Settings menu A form like the one shown here is displayed Calendar Integration a Save 9 Test Connection Xx Cancel For the calendar integration to function properly the CalendarBroker nsf database needs to be installed on the IBM Lotus Domino server that is used as the LDAP directory server Click here to view the installation instructions M Enable Calendar Integration AUTHENTICATION Username administrator Password 00 00 0000 SETTINGS Update Calendar Name Notes Calendar Class com
30. ol Go to the following path ProjExec Install Path projexec projexec tools 36 And run this command Execute Tool java com triloggroup pe tools Directory Tool Available options are console log to console logfile log to file File path must be specified next update perform updates If not specified the database is unchanged modifications to apply are logged migrateDns This option will use emails as reference Use this option after a directory migration DNs changed migrateEmails This option will use dns as reference Use this option to update CNs and emails for the users logxml Log all unknown users to an XML file File path must be specified next loadxml Launch commands that are contained in the specified XML file File path must be specified next You should first use logxml to get an XML file with the correct format This can be used to replace specific DNs Max File upload configuration for Lotus Domino server Administrators can set the allowed attachment file size to a max limit or remove any limit three settings need to be adjusted 1 Maximum Attachment Size 2 Maximum size of request content 3 Maximum POST data Below is a description of how to adjust these settings 1 Maximum Attachment Size The Maximum Attachment Size is set in the Administrative place on the Lotus Quickr server To access this setting do the following a Login as Administrator from the admin nsf http serve
31. onfigure a user friendly URL for mobile devices 29 Publish the annir si a r r na 30 Allow to specify login attribute for authentication 31 Chapter 6 Performance Tuning l EE 32 ProjExec on Quickr Domino use a separate 64 bit Domino server 32 ProjExec Resource File Cache on Lotus Domino server 32 Customize the Wall refresh rate EE keke 33 Customize queries to LDAP Directory eeeeeeeeeeeeeeeeeeneeeeeeees 33 Do not share the Document Pool in case of Cluster Session affinity mode Cea rea cacti n SER Yay e N DA etna aire reer acs oe teases iene Wn e N ee ce 34 Chapter 7 Advanced configuration amp Troubleshooting 35 Disable Email notifications due to Wall messages 35 Restrict Project Creation feature on IBM Connections 35 PDF Reporting configuration for non Latin languagee 36 Directory LOOL E Ea EE a 36 Max File upload configuration for Lotus Domino server 37 Enable Demo Mode to work with sample projects 40 Indicate your SSO configuration to ProjEXec cccccccccccceeeeeeeeeeeees 40 Issue while accessing Quickr documents in case of accents in file name41 Database connection error while using DB2 and Quickr J2EE on Linux41 Error while displaying Resource
32. ons n Name gt Organization Managers Users il PETH D g Default Site Trilog Group Philip Collins Administrators Al Mass Setup Hide Menu Each site is linked to only one organization although an organization can have more than one site A site has users and applications The site administrator can create clone edit and delete sites In fact he has access to all functions in all sites and all applications X Add The site administrator has access to the button which opens the site form to create a new site as shown below 18 H Save x Cancel a Name Default Site Organization Trilog Group New Organization Language English Description ATTACHMENTS gt This value specifies the maximum MS project file size that can be imparted Maximum Imported Project Size MB gt This value specifies the maximum file size that can be attached Maximum Attachment Size 1o me SITE MANAGERS X Add Delete of Enabled Disabled Name oO oe AlMass a Philip Collins A new feature of ProjExec is the possibility to create new organizations while creating a site by clicking on the New Organization link Organization Trilog Group aj New Organization Name El 19 The same form s used to edit existing sites For more information on editing sites you can refer to Chapter 8 Using the Global Settings in the ProjExec User Guide
33. ow usage of AWT headless graphical library On WebSphere Portal server Log in to the Websphere administrative console and from the left menu select Servers gt Application Servers gt Websphere Portal gt Java and Process Management gt Process Definition gt Java Virtual Machine for Websphere Portal 6 platforms In the Generic JVM arguments text field add the following value Djava awt headless true Save the configuration and restart Portal On Domino server Configure the Domino Java Virtual Machine in order to allow AWT headless usage Look for JavaUserOptionsFile property in your notes ini file If this property is defined then you will have to edit the file that is specified by this property Otherwise create a new text property file on the server and indicate this file as the JavaUserOptionsFile by setting JavaUserOptionsFile path in your notes ini Then you must set the java awt headless property to true in the JavaUserOptionsFile Example In notes ini JavaUserOptionsFile home trilog jvmOption propertties In home trilog jvmOption properties add the following property to the file java awt headless true Save the files and restart the domino server Sametime and Presence awareness Issues For IBM Lotus Sametime Instant Messaging integration to function properly Sametime should be configured to use the default port i e port 80 Tunneling should be configured on port 80 For Sametime Instant Mes
34. r more projects is already implemented by the Quickr places Therefore ProjExec for Quickr does not allow the creation of several sites This Administrator Guide describes the various tools and features available only to the site administrator in order to help him manage the application and some site configuration available to the site manager These features are easily accessible and their usage is both straight forward and intuitive ProjExec can have one or many site administrators a role which by itself grants the user ultimate and global authority over the entire application Note that the list of site administrators is available in Global settings Administrators ProjExec for IBM Connections The list of site managers for a site is available on the site form While this Administrator Guide explains the features visible only to the site administrator it is complemented by the User Guide which explains how to use the rest of the ProjExec features Chapter 2 Integration with Notes Calendar Details for site administrators and site managers about Calendar Integration with DrojE xer Knowing the availability of resources and making optimal assignment of resources to projects is a crucial component of project success It is equally important for project participants to be aware of their availability and time commitments to manage time participate in team meetings and complete work and assignments on schedule ProjExec includes exte
35. rformed by ProjExec Of course you must ensure that your filter is correct by testing it with an LDAP browser before Example if you are using Microsoft Active Directory and you want to restrict to users with an email address fb ldap additionalFilter amp objectclass person mail Example if you are using Microsoft Active Directory and you want to restrict to users with an email address and who are members of MyTestGroup fb ldap additionalFilter amp objectClass person mail memberOf CN MyTestGroup CN Users DC trilog DC com Do not share the Document Pool in case of Cluster Session affinity mode If you are running a Cluster server we recommend using the mode Session affinity the server redirects a user always to the same node during an HTTP session This mode is the default for most application server clusters In this case the document pool folder does not need to be a folder shared by all cluster nodes You can modify the property property fb xsp documentpool directory in the file servlet_config properties that is located in the deployed application in the WEB INF directory You can indicate a local folder for each node 34 Chapter 7 Advanced configuration amp Troubleshooting This chapter describes the most common configuration issues and how to solve them If you encounter an unknown problem please contact ProjExec Support at support trilogeroup com ProjExec Support may ask yo
36. rnal calendar entries in a calendar view within ProjExec Currently ProjExec offers integration only with Lotus Notes calendars hosted on a Domino server The ProjExec architecture is extensible and could be tailored easily and quickly to support integration with other types of external calendars Before You Begin ProjExec requires that IBM Lotus Domino 7 x or greater is installed and is being used as the LDAP directory server for your ProjExec installation Domino is also required to host the Notes calendaring function for ProjExec users who will access the Calendar integration option A specific license key is required to enable the Calendar integration option If you did not buy this option initially you must obtain the key and update the license in ProjExec to reflect that your ProjExec installation has support for Calendar integration To make the integration work a database named CalendarBroker nsf must be installed on the IBM Lotus Domino server This database hosts the Web Service that will be used to interact with the external IBM Lotus Domino calendar You can download this database from the ProjExec Calendar Integration Page under Site Settings Please follow the instructions listed below in order to install the database and sign it 1 Shut down the IBM Lotus Domino server on which the database will be installed 2 Extract the database file named CalendarBroker nsf from the downloaded zip file and copy it to the lt Lotus
37. rname Lotusquickr Lotusquickr admin nsf b Select Server Settings gt Other Options gt Edit Options button You should see the following screen 37 EZ3 Qic EY Fies Places Public Piaces Instructions Other Options Security User Directory You can choose several server wide preferences here Note users must refresh their b Other Options j a Enable Disable ActiveX and Java Check to allow the use of ActiveX controls and or disable some advanced authoring and customization features V Enable Activex IV Enable Java Applets Enable Disable Form PlaceBots Check to allow place managers to import and run F IV Enable Form PlaceBots Maximum Attachment Size Enter the maximum file size allowed for any attachment File size in KB 50000 c Locate the Maximum Attachment Size field The default value is 50 000 kilobytes about 50 megabytes d Increase the size of the Maximum Attachment Size up to a maximum of 1 GB 1 048 576 KB To allow an unlimited size clear the value in this field make the field blank 2 Maximum size of request content The Maximum size of request content is set in the Server document for the Lotus Quickr server To access this setting do the following a From the Domino Administrato Open the Server document b Go to the Internet Protocols tab then select the HTTP sub tab Z ear CE MT s Miscellaneous Transactional Logging Shared Mail Lotus Traveler
38. s running on IBM Connections the default ProjExec mobile URL is http lt hostname gt lt application_name gt mobile e If ProjExec is running on Quickr J2EE or Websphere Portal the default URL depends on the internal J2EE application name that WebSphere Portal assigns to the ProjExec application when deployed You can easily retrieve this URL by performing the following steps o Login to the ProjExec Administration Place or any other ProjExec place and download the Notes Sidebar Widget as an XML file by clicking on the link called ProjExec Lotus Notes Sidebar Widget that can be found at the bottom of any ProjExec page o Open the saved XML file with a text editor and copy the URL located in the tag lt paletteltem gt in the attribute url Note copy the url not the ImageUrl This URL is generally in the form http lt hostname gt lotus PA_xxxxx mobile This URL is not very user friendly and we highly recommend to create a mote user friendly URL that redirects to the default URL 29 2 Use one of the following methods to create a simple redirection to the default mobile URL The goal s to create a short easy to remember URL fot mobile users e HTTP Redirect Create a redirect rule in your HTTP server For example redirect http lt hostname gt pe to http lt hostname gt xsp projexec mobile e Reverse Proxy rule Create a mapping rule and disable checking for normalized URLs for that rule
39. s the wall refresh rate in milliseconds default value is 900000 milliseconds projexec wallrefreshrate 500000 The server must be restarted after a property change Customize queries to LDAP Directory ProjExec performs some queries to your LDAP Directory You may need to optimize performances for these queries in two cases if your directory has a lot of attributes for each entry or if there are a lot of entries in your directory and you would like to restrict to a specific group of users To do this optimization you have to modify the server configuration file that is located in the deployed application in the WEB INF directory global_config properties 33 1 Restrict the returned Attribute List By default LDAP queries performed by ProjExec return all attributes that exist in your directory for all returned entries To restrict this list in order to increase performances for LDAP queries you must specify the property fb ldap restrictAttributes You just need to uncomment the row that corresponds to your directory Example if you are using Microsoft Active Directory fb Idap restrictAttributes cn givenname sn mail streetAddress st postalCode co teleph oneNumber mobile facsimile elephoneNumber 2 Restrict queries with an LDAP filter To restrict to a specific group of users you must indicate a LDAP filter by specifying the property fb ldap additionalFilter that will be applied automatically to all LDAP queries pe
40. saging integration Sametime requires the page to be refreshed for the presence awareness to get activated Presence Awateness does not function on Microsoft Internet Explorer 7 when using Sametime 7 5 and Websphere Portal 6 0 0 IBM provides a patch that you should install 42 e To use Sametime Instant Messaging from Firefox you have to modify some particular options in Sametime configuration Please refer to IBM Sametime documentation Miscellaneous e On the Server editions of the Windows operating system you may encounter some problems when viewing ProjExec using Internet Explorer This is due to the fact that the default security settings on the Windows Server machines don t allow client side JavaScript execution The following error message will be displayed An error has occurred while processing the servlet named SimpleFileServlet To solve this issue you should add the ProjExec application URL to the list of trusted sites in the Security tab of the Internet Options menu e With DB2 database the following error might be reported in the system log Database error SQL State 54028 Native Error Code 429 Error Text IBM CLI Driver DB2 LINUX SQL0429N The maximum number of concurrent LOB locators has been exceeded SQLSTATE 54028 This error is caused by a limit to the number of LOB handles in DB2 To overcome this problem you require a patch in DB2 you need to edit file d
41. splay e mail addresses You must launch the script for each WebSphere Application Server profile on which you installed a feature ConfigEngine bat action expose email DprofileName lt profileName gt Dusername lt username gt Dpassword lt password gt gt D expose email log 2 gt amp 1 3 Restart the servers 13 Chapter 4 Using the Global Settings Detailed instructions for site administrators to add and edit organizations and sites add other site administrators and enable or disable features such as Sametime integration or Skype integration rojExec includes a separate Global Settings application that is used to manage access to different projects and create virtual groupings of projects under sites and organizations Hosting multiple sites with multiple projects using ProjExec is simple and intuitive Instead of installing a separate ProjExec application for each site on a different server you may set up a hosted application environment where ProjExec is installed on a central server that supports virtual division of documents by site This type of environment allows centralized management of ProjExec and increased scalability to add other web applications to the site without disrupting the functionality of the existing system This chapter describes the use of the Global Settings application As a user with the role Site Administrator you will have full access to the functionality of this application Acce
42. ssing the Global Settings The Global Settings module is located under the menu Administration In ProjExec for Quickr J2EE and ProjExec for Quickr Domino create a ProjExec Administration Place to be able to access the Global Settings 14 Organization Management ProjExec for IBM Connections An organization has users e g employees or resources distributed in different geographical locations and in different departments We refer to a group of employees belonging to the same subdivision whether it is a geographical location or a department and sharing a set of applications and services as a Site An organization can have more than one site but a site is restricted to one organization The Organizations view as shown below displays all organizations with their addresses The Organizations view can be sorted by organization name by clicking on the arrows next to the Name column heading The organization name in the view is a link to the organization s details gt Organizations X Add Showing 1 1 of 1 Pagel of 1 Rows Page 10 lel kal fF Organizations Name Address users Trilog Group 54 Cummings Park 1 Sites Woburn MA Administrators Fa n 937 9963 Setup Hide Menu The site administrator has access to a form to add new organizations or to edit X Add Ts organization users once an organization is added Click from the Organizations view to create a new organization Click on an organization
43. status enabled or disabled IBM Lotus Notes Calendar is the third party application for which connectors are available Options This section allows you to enable or disable some options at the level of the license scope The one and only available option in this release is the enabling or disabling of the Site Administrator email notification when the number of active registered users exceeds a certain percentage of the total allowed number of users The percentage value is definable by the Site Administrator Note that if this option is disabled it will not show unless the page is in edit mode 27 You can view the license agreement by clicking on the link labeled View License Agreement prior to the license scope section Click on the El l l dal RN button to launch a wizard in a pop up window that will guide you through the process of updating the ProjExec license The first step of the wizard displays the license agreement At this point you can t proceed in the process unless you accept the terms of the license agreement The second step of the wizard consists of entering the new license key If the key is valid the third step would display a summary of the license information encoded in the provided key Otherwise an invalidity error message is displayed in which case you have the option of correcting the entered key or entering a new one Note that in case you ate downgrading from a Hosting or Enterprise license to a Stan
44. t an existing organization from the drop down list or create a new one New Organ To create a new organization click on the zation link specify the name in the Name field and then click Bl Import Resources If the site you are importing includes users non existent in the current directory a page will appear listing the unregistered users along with a message prompting you to specify a valid email for each user If none is specified the user will be denied access to the site Note that if any of the site managers of the site you are importing are unregistered you will be required to provide them with a valid email To specify an email you can either type it directly or you can click on the icon to select a registered user s email Note that you cannot assign to an unregistered user the email of a registered user already a member of the site being imported nor can you enter an email not listed in the directory as it will not be considered valid Move Dates Under this tab you have the option of moving the dates of any project on the site by providing a new start date This will be reflected on the project schedule and all associated project documents All the projects existing in the site will be listed along with their current Start Date and End Date In the New Start Date field enter the new start date directly or click on the calendar icon ga to choose a new start date using the pop up calendar date picker Note t
45. u to send the log files If you are running on a Quickr Domino server the ProjExec log files are saved under Domino Data ProjExec Directory Example C Program Files IBM Domino Data ProjExec projexec log If you are running on another platform the logs are written in the server log files ex SystemErr log SystemOut log Disable Email notifications due to Wall messages If you do not want email notifications to be sent each time a message is posted on the wall you can set a property in a server configuration file The server configuration file is located in the deployed application in the WEB INF directory projexec_config properties The property that needs to be specified is projexec wallnotification disabled You must add the following line projexec wallnotification disabled true The server must be restarted after a property change Restrict Project Creation feature on IBM Connections By default all users are allowed to create new projects on IBM Connections If you do not want to let anyone create new projects you must change a property on the server and then a user will be allowed to create a new project only if he has the global function Project Creator The server configuration file is located in the deployed application in the WEB INF directory projexec_config properties 35 The property that needs to be specified is projexec restrictprojectcreation You must uncomment the line and set the property
46. ucher triloggroup com acalder triloggroup com akenedy triloggroup com akennedyGtriloggroup com bchapot triloggroup com bchris triloggroup com bbright triloggroup com 3k add selecting the users from the application directory You can delete users from the organization by checking their corresponding checkboxes and clicking on the Delete runon You can also enable users in an organization by checking their corresponding checkboxes and clicking on the Enable tton Note that the selected users will not be automatically enabled on sites of which they are members Moreover you can disable users in an Ah by checking their corresponding checkboxes and clicking on the O Disable button Note that the selected users will be automatically disabled on sites of which they are members Click on a tow value for a desired user and you will be redirected to his her profile 17 button and Site Management ProjExec for IBM Connections A site is a virtual representation of a group of users sharing the same applications and services In the Global Settings application the sites appear listed in a view accessible from the Sites menu The Sites view is illustrated below L add f Delete Disable Enable fg Clone Import status All Z organization All zl ells Enabled Disabled Showing 1 1 of 1 Page 1 of 1 Rows Page 10 Hl organizati
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