deltek insight 2012: deltek cobra deployments explained
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2 ©2012 Deltek, Inc. All Rights Reserved
Introduction
Deltek Cobra Architecture
Choosing the right deployment type
Setting up your n-Tier Environment for Schedule Integration
About ODBC Data Sources and APIs
Agenda
3 ©2012 Deltek, Inc. All Rights Reserved
Presenter Introduction 20 years in EVM & Project Management Cobra Implementation Consultant Cobra Course Developer and Instructor
Drivers for this presentation Bridge some apparent knowledge gaps concerning n-Tier Help IT and PCE folks choose the right Cobra deployment Provide useful tips for integrating n-Tier Cobra deployments with
scheduling systems.
Stories from the field
Guidelines for the IT Department
Introduction
4 ©2012 Deltek, Inc. All Rights Reserved
Deltek Cobra Architecture
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Interface layer provides user interface and interaction with the
application tier
Performs Cobra’s functional process logic based on requests from
the client tier.
Database servers hosting the Cobra data instance for project data storage
and retrieval.
5 ©2012 Deltek, Inc. All Rights Reserved
Deltek Cobra Architecture
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All core Cobra 5 components are installed on a client workstation or Citrix/Terminal Server.
STANDALONE
6 ©2012 Deltek, Inc. All Rights Reserved
Deltek Cobra Architecture
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All core Cobra 5 components are extracted to a network folder from which individual Standalone installations can be performed (to either client workstations or
Citrix/Terminal Servers).
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CLIENT/SERVER
7 ©2012 Deltek, Inc. All Rights Reserved
Deltek Cobra ArchitectureC
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All core Cobra 5 components are installed on an application server together with a service that provides processing functions for multiple clients.
Client workstations are installed from a shared folder on the application server.
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N-TIER
8 ©2012 Deltek, Inc. All Rights Reserved
Cobra n-Tier ArchitectureC
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9 ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment
Single users or small deployments
A test sandbox environment
Secure environments or where the size of the implementation is not expected to grow significantly.
Local workstations with either a local or server based database.
Citrix/Terminal server with a separate database server.
Small (1-10 Users)
STANDALONE
11 ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment
Mid Size (11-20 users)
Deployment Server or N-Tier ensures all users have same product version.
A dedicated database server will be required.
Deployment Server - if all users have adequate workstations and good network
N-Tier - if users have older hardware or poor network connectivity
Standalone deployment to a single Citrix/Terminal Server to leverage existing Citrix/Terminal server infrastructure.
13 ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment
Large (21-100 users)
Same as recommendations for Mid-size
Where users do not have Local Administrator rights consider a Citrix/Terminal Server farm with a Deployment Server or N-Tier deployment to reduce ongoing IT support effort.
15 ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment
Very Large (101-500 users)
The larger the implementation, the less likely it becomes that individual users will have local administration rights.
Consider using 3rd party installation options (like WinInstall), remote deployment solutions like System Management Server, or using a Citrix/Terminal server farm with a Deployment Server to reduce administrative overhead.
17 ©2012 Deltek, Inc. All Rights Reserved
Choosing your Cobra Deployment
Enterprise (500+ users)
Enterprise deployments have their own challenges: complex Administrative procedures,
higher availability requirements,
typically larger geographical challenges, and
more complex data management requirements (legal separation, test, and production databases)
Consider creating Standalone installation images that can be automatically replicated across Citrix/Terminal server farms and are easier to configure for access to specific databases (compared to N-Tier).
Installing for Client/Server
Some general tips, screen shots and explanations for the Cobra installation process.
19 ©2012 Deltek, Inc. All Rights Reserved
Installing a Client/Server Deployment
Create a Database Instance for the Cobra Schema.
20 ©2012 Deltek, Inc. All Rights Reserved
Installing a Client/Server Deployment
Install Cobra on the Application Server.A
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21 ©2012 Deltek, Inc. All Rights Reserved
Installing a Client/Server Deployment
Install workstation clients by accessing the shared ‘CobraWorkstation’ folder on the application server and running the DeltekCobraWorkstation.exe.
22 ©2012 Deltek, Inc. All Rights Reserved
Installing a Client/Server Deployment
If the user is also a Cobra administrator, the Administrative Tools can also be installed on the workstation.
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Installing a Client/Server Deployment
Going forward, client workstations will automatically prompt the user to update themselves whenever IT update the application servers’ software.
Note: this action typically takes less than one minute.
Schedule Integration within an n-Tier Deployment
Where to install the required ODBC and APIs for accessing an Integrated Master Schedule
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In this section: Stories from the field. The challenges commonly faced by IT departments when
integrating Cobra Client/Server and n-Tier deployments with enterprise project scheduling systems.
Solutions and answers to the common questions IT departments have concerning schedule integration.
Schedule Integration with n-Tier
26 ©2012 Deltek, Inc. All Rights Reserved
Schedule Integration with n-Tier
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Q: Where should the ODBC data source for the schedule system’s database be installed?
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27 ©2012 Deltek, Inc. All Rights Reserved
Schedule Integration with n-Tier
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A: ODBC data sources and API for scheduling systems should always be installed on the Cobra Application Server(s).
28 ©2012 Deltek, Inc. All Rights Reserved
Schedule Integration with n-Tier
In the Integration Wizard, the Data source field is looking for data sources on the Application server, not the workstation client machine.
In this example, the ODBC data source was incorrectly setup on the workstation, so only the Cobra5DSN database is available, not the schedule database.
29 ©2012 Deltek, Inc. All Rights Reserved
Schedule Integration with n-Tier
Scheduling system APIs should also be setup on the Application Server.
In this example, the API was incorrectly setup on the workstation. The ellipse button allows you to select the workstation API directory, but reports a “Directory not accessible from server” error when you attempt to test or close the dialog.
30 ©2012 Deltek, Inc. All Rights Reserved
Schedule Integration with n-Tier
With the ODBC data source and API installed on the application server, the Integration Wizard’s New Connection dialog can access the required connectivity components for integration.
31 ©2012 Deltek, Inc. All Rights Reserved
Schedule Integration with n-Tier
Cobra Database
EPPMDatabase
ODBCDriver
Integration API
Cobra Application TierCobra
Client Tier Cobra Database Tier
Schedule Database Tier
Cobra Integration Wizard
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