Installing PPM Best Practices

Micro Focus PPM Best Practices provides customers with experience-derived information and advice about configuring and using Portfolio Management and Program Management. Best Practices installation places various workflows and request types on your system to help optimize your use of Program Management and Portfolio Management.

Requirements for Installing Best Practices

You can install Best Practices if all of the following conditions are met:

  • PPM database schema name

  • PPM database username and password

  • PPM administrator username and password

  • You have licenses for both the Portfolio Management and Program Management.

Installing Best Practices

  1. Start the PPM Server from the command line.

  2. Set your server to RESTRICTED mode.

    Note: Although setting your server to RESTRICTED mode is optional, we recommend that you do so. In RESTRICTED mode, the PPM Server enables only users with Administrator access granted to log on.

    You can use the setServerMode.sh script to set the server to RESTRICTED mode.

  3. Run the kDeploy.sh script, as follows.

    sh ./kDeploy.sh -best-practices

  4. To verify that Best Practices is successfully installed, run sh ./kDeploy.sh -l. This returns a list of the deployed bundles in an instance.

Best Practices Content

The Best Practices content supplied with this version of PPM includes the request types and workflows.

Caution: In order for PPM software to function correctly, Best Practices request types must be installed on your system and correctly associated with the menu items and project types.

Best Practices request types


Table 3-2. Best Practices request types

Request Type and Description

Menu Selections

Field Groups

PFM - Proposal

Represents a project proposal within the Portfolio Management module.

  • Create > Proposal

  • Open > Portfolio Management > Create Proposal

PFM Proposal

PFM - Asset

Represents the ongoing costs and maintenance of the result of a project in the Portfolio Management system.

  • Create > Asset

  • Open > Portfolio Management > Create Asset

PFM Asset

PFM - Project

Represents data and process associated with project. This request type is connected to a project type.

  • Create > Project

  • Open > Portfolio Management > Create Project

PFM Project
Program Details

  • Create > Program

  • Open > Program Management > Create Program

 PFM Program

Project Issue

Represents issues associated with a project.

  • Create > Project Issue

  • Open > Project Management > Project Controls > Submit Project Issue

  • Search > Project Issues

  • Open > Project Management > Project Controls > Search Project Issues

Also associated with a project type to enable creating from within the Project Overview page.

  • Project Reference

  • Project Issue

Project Risk

Represents risks associated with a project.

  • Create > Project Risk

  • Open > Project Management > Project Controls > Submit Risk

  • Search > Project Risks

  • Open > Project Management > Project Controls > Search Project Risks

Also associated with a project type to enable creating from within the Project Overview page.

  • Project Reference

  • Project Risk

Project Scope Change Request

Represents scope changes associated with a project.

  • Create > Project Scope Change

  • Open > Project Management > Project Controls > Submit Scope Change

  • Search > Project Scope Changes

  • Open > Project Management > Project Controls > Search Scope Changes

Also associated with a project type to enable creating from within the Project Overview page.

  • Project Reference

  • Project Scope Change

Program Issue

Represents issues associated with a program.

  • Create > Program Issue

  • Open > Program Management > Issues > Submit Program Issues

  • Search > Program Issues

  • Open > Program Management > Issues > Search Program Issues

  • Program Issue

  • Program Reference

Program Risk

Represents risks associated with a program

  • Search > Program Risks

  • Create > Program Risk

  • Open > Program Management > Risks > Search Program Risks

  • Open > Program Management > Risks > Submit Program Risk

  • Program Reference

  • Program Risk

DEM - Application Enhancement

Used to request new functionality in IT current applications.

  • Create > Request

  • Open > Demand Management > Create Request

  • Search > Requests

  • Open > Demand Management > Search Requests

  • Demand Management SLA Fields

  • Demand Scheduling Fields

DEM - Database Refresh

Database refresh requests can be made for all IT Ops applications in the testing phase.

  • Create > Request

  • Open > Demand Management > Create Request

  • Demand Management SLA Fields

  • Demand Scheduling Fields

DEM - Application Bug

Used to report problems in IT applications.

  • Create > Request

  • Open > Demand Management > Create Request

  • Demand Management SLA Fields

  • Demand Scheduling Fields

DEM - Initiative

Used to request key projects for future quarters.

  • Create > Request

  • Open > Demand Management > Create Request

  • Demand Management SLA Fields

  • Demand Scheduling Fields

You can create your own versions of the Best Practices request types by adding the appropriate field group, and then either editing the menu XML files or associating the request type with the project type (for Project Issue, Project Risk, and Project Scope Change).

Best Practices workflows

Table 3-3. Best Practices workflows

Best Practices Workflow

Description

PFM - Proposal

Portfolio Management process for requesting a new project.

PFM - Asset

Portfolio Management process for an asset life cycle.

PFM - Project

Portfolio Management process for a project life cycle.
Program Process Portfolio Management process for a program life cycle.

DEM - Enhancement Request Process

Demand Management process for enhancement requests for new functionality in applications.

DEM - Database Refresh

Demand Management process for database refresh requests.

DEM - Bug Request Workflow

Demand Management process for application bug requests.

DEM - Project Initiative Process

Demand Management process for initiative requests for key projects.

Program Risk Management Process

Automated process for program risk management.

Risk Management Process

Automated process for project risk management.

Scope Change Request Process

Automated scope change request process with three levels of severity.

Issue Management Process

Automated process for issue management.

Language Support for Best Practices

PPM Best Practices content is available for all supported language packs. We recommend that you deploy language packs soon after you install Best Practices so that the its content matches in all languages.

Note: For detailed information about the language packs and how to install them, see the Multilingual User Interface Guide.