1. CACI Proprietary Information | Date 1 PD² SR13 Client Upgrade Name: Semarria Rosemond Title: Systems Analyst, Lead Date: December 8, 2011

2. CACI Proprietary Information | Date 2 1. Introduction  The PD² v4.2 Increment 2 SR13 upgrade installer includes the following components: PD² v4.2 Increment 2 Service Release 13 FPDS Engine v3.5 Sybase Open Client 15.5  For more information on this release, refer to: PD² v4.2 Increment 2 SR13 Release Notes PD² v4.2 Increment 2 Reporting Guide and Release Notes FPDS Engine v3.5 Release Notes

3. CACI Proprietary Information | Date 3 1. Introduction  This document is designed to guide sites through the upgrade process for PD² v4.2 Increment 2 SR13 and FPDS Engine v3.5.  The installer is wizard-based application designed to apply updates to existing PD² v4.2 Increment 2 SR11 and FPDS Engine v3.3 client components.  The Installation Wizard detects the currently installed version and then displays a message informing whether to continue or stop.  The Installation Wizard will apply missing interim patches as part of the upgrade process.

4. CACI Proprietary Information | Date 4 4 2. Pre-Upgrade Instructions  Prior to running any client upgrade, the following should be verified: Sites should verify their environments against the Hardware/Software Architecture Supported in PD² v4.2 Increment 2 SR13 document to ensure that environments meet specifications. Sites should verify that the client environment is running the current version of the applicable software. The current version is PD2 v4.2 Increment 2 SR11 and FPDS Engine v3.3. Note: If the current PD² client software is not configured to connect to FPDS-NG prior to this upgrade, please contact the SPS Help Desk to get the connection setting information if needed.

5. CACI Proprietary Information | Date 5 5 3. Applying PD² v4.2 Increment 2 SR13  Although it is recommended that the PD² v4.2 Increment 2 SR13 database be upgraded first, it is okay to proceed in a slightly different order by first upgrading the software on one client computer and then upgrading the database and then completing additional client computers. Note: Backup your database prior to running the upgrade. Download the PD² v4.2 Increment 2 SR13 Client executable. Run the client upgrade. Warning: If technical failure (power outage, system outage, etc.) is experienced during the installation process, please contact the SPS Help Desk for instructions on how to recover. It is imperative to have a backup of the machine prior to starting the installation process.

6. CACI Proprietary Information | Date 6 6 3. Applying PD² v4.2 Increment 2 SR13  3.1 Performing a PD² Client Upgrade for v4.2 Increment 2 SR13 3.1.1 Download the PD² v4.2 Increment 2 SR13 Client Executable −1. Launch Internet Explorer and log into the SPS web site (http://sps.caci.com). −2. From the Downloads tab, click the Downloads by Product link. (The Downloads by Product window opens.) −3. Click the PD² link. −4. Scroll down to the PD2 v4.2 Increment 2 SR13 section and click the PD² v4.2 Increment 2 SR13 and FPDS Engine v3.5 Client Upgrade Installer link. −5. Following the remaining instructions to complete the download.

7. CACI Proprietary Information | Date 7 7 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −If upgrading a client where Sybase Open Client 15.5 has already been installed, the Sybase will be upgraded window will not display.

8. CACI Proprietary Information | Date 8 8 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −If the Sybase Open Client 15.5 has already been installed in a location outside of C:\Program Files folder, a window with a message similar to the following will display:

9. CACI Proprietary Information | Date 9 9 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client − If the Cognos has already been installed in a location outside of C:\Program Files folder, a window with a message similar to the following will display. −Click [OK] to continue. (The Welcome to Procurement Desktop – Defense v4.2 Increment 2 SR13 window opens.)

10. CACI Proprietary Information | Date 10 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −Click the [Next] button. (The License Agreement window opens.)

11. CACI Proprietary Information | Date 11 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −Read the License Agreement and click the [Yes] button to accept the terms. −If the Sybase Open Client 15 has already been installed in a location inside C:\Program Files folder, the Sybase Install Location window will not be opened. In that case, skip to Step 7. (The Sybase Install Location window opens.)

12. CACI Proprietary Information | Date 12 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −The installer displays the existing directory where Sybase Open Client 15 ESD#16 was already installed. −Due to FDCC compliance, the Sybase Open Client must be installed in a directory under C:\Program Files.

13. CACI Proprietary Information | Date 13 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −If the folder where the Sybase Open Client is currently installed is not under C:\Program Files, clicking [Next] button will throw an error message similar to the following. −To move the Sybase Open Client under C:\Program Files, click the [Browse] button, select a folder under C:\Program Files and then click [OK]. If the selected folder is not under C:\Program Files, clicking [OK] will throw an error message similar to the following.

14. CACI Proprietary Information | Date 14 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −Click the [Next] button. −(Step 7) If the PD² client has already been installed in a location inside C:\Program Files folder, the PD² Installation Directory window will not be opened. In that case, skip to Step 9. (The PD² Installation Directory window opens.)

15. CACI Proprietary Information | Date 15 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −The installer displays the existing directory where PD² was already installed. −Due to FDCC compliance, the PD² must be installed in a directory under C:\Program Files. −If the folder where the PD² is currently installed is not under C:\Program Files, clicking [Next] button will throw an error message similar to the following. −To move the PD² under C:\Program Files, click the [Browse] button, select a folder under C:\Program Files and then click [OK]. −If the selected folder is not under C:\Program Files, clicking [OK] will throw an error message similar to the following.

16. CACI Proprietary Information | Date 16 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −Click the [Next] button. −If the Cognos has already been installed in a location inside C:\Program Files folder, the Cognos Install Location window will not be opened. In that case, skip to Step 11. (The Cognos Install Location window opens.)

17. CACI Proprietary Information | Date 17 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −The installer displays the existing directory where Cognos was already installed. −Due to FDCC compliance, the Cognos must be installed in a directory under C:\Program Files. −If the folder where the Cognos is currently installed is not under C:\Program Files, clicking [Next] button will throw an error message similar to the following. −To move the Cognos under C:\Program Files, click the [Browse] button, select a folder under C:\Program Files and then click [OK]. −If the selected folder is not under C:\Program Files, clicking [OK] will throw an error message similar to the following.

18. CACI Proprietary Information | Date 18 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −Click the [Next] button. −(Step 11) The installer will collect the summary of settings and show in the Start Copying Files window. (The Start Copying Files window opens.) −Verify that the settings are correct and click the [Next] button to confirm the installation settings and start the software installation. (The Setup Status window opens. The installer begins copying the files for the client upgrade.)

19. CACI Proprietary Information | Date 19 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −The following message may display based on your set up. Make the appropriate selection and continue.

20. CACI Proprietary Information | Date 20 3. Applying PD² v4.2 Increment 2 SR13 3.1.2 Upgrading the Client −Click the [Finish] button. Note: It is important to ensure that Microsoft Windows settings utilize the 4-digit year format. Failing to do this will prevent PD² calendar features from functioning correctly. Ensure that both the Short Date Format and the Long Date Format indicate a 4- digit year format (yyyy). Note: If a Citrix or other terminal service application is used to connect to PD², the site needs to ensure it is set up to allow local time on the remote session. −Congratulations, you have successfully upgraded to v4.2 Increment 2 SR13 and FPDS Engine v3.5!

21. CACI Proprietary Information | Date 21 4. Post Upgrade Instructions  IMPORTANT: Once the installation process is complete, visit the CACI Knowledge Base at http://sps.caci.com to run the latest PD² v4.2 Increment 2 Reference Library Update installer on this machine or you may choose to run the installer one time on the network server if this is a PD² Node (network) installation.  It is also necessary to configure Sybase utilities. Refer to Appendix A: Configuring Sybase Utilities for more information.

22. CACI Proprietary Information | Date 22 4. Post Upgrade Instructions  4.1 Running FPDS Engine The following error is received when the client machine does not have MSXML version 4.0 SP2 installed as specified. If this error is received when running FPDS Engine on a client machine after the upgrade to FPDS Engine v3.5, MSXML version 4.0 SP2 should be downloaded and installed from a known, safe site, such as www.microsoft.com.

23. CACI Proprietary Information | Date 23 4. Post Upgrade Instructions  4.2 Configuring Cognos Impromptu v7.5 With the upgrade to PD² v4.2 Increment 2 SR13 Cognos Impromptu v7.5 could have been reinstalled. If the client machine is installed by a user other than the user who is going to be running Cognos reports, then two files need to be updated to change the path to a directory that is accessible. The Cognos installer that is bundled with the PD² Client installer sets the path to access the files to the logged in user ID's temporary directory. This directory may not be accessible to other individuals who log onto the machine. The path needs to be updated to point to a directory with which all users or the user who will be accessing the machine has write permissions.

24. CACI Proprietary Information | Date 24 4. Post Upgrade Instructions  4.2 Configuring Cognos Impromptu v7.5 If these changes are not made, users will see the following error when attempting to run any Cognos reports through PD²:

25. CACI Proprietary Information | Date 25 4. Post Upgrade Instructions  4.2 Configuring Cognos Impromptu v7.5 To update the Cognos Impromptu configuration files: −1. Create or identify a directory with which all users accessing the machine have write permissions. −2. Open a command prompt window as an Administrator. Refer to Appendix B: Start a Command Prompt as an Administrator for detailed Instructions. −3. Navigate to the “cer6.ini” file generally located in “ :\Program Files\Cognos\Cer6\bin\” directory. −4. From within the command prompt window open the “cer6.ini” file using a text editor such as notepad. e.g. notepad cer6.ini −5. Locate the entry "TEMPFILEDIRS" and replace the path for that entry to the folder identified in Step 1.

26. CACI Proprietary Information | Date 26 4. Post Upgrade Instructions  4.2 Configuring Cognos Impromptu v7.5 To update the Cognos Impromptu configuration files: −6. Save and close the file. −7. Navigate to the “impromptu.ini” file generally located in “ :\Program Files\Cognos\Cer6\data\bin\impromptu.ini” directory. −8. From within the command prompt window open the “impromptu.ini” file using a text editor such as notepad. e.g. notepad impromptu.ini −9. Locate the entry "temporary data path" and replace the path for that entry to the directory identified in Step 1. −10. Save and close the file.

27. CACI Proprietary Information | Date 27 4. Post Upgrade Instructions  4.2 Configuring Cognos Impromptu v7.5 To update the Cognos Impromptu configuration files: −11. Navigate to the “pddod.ini” file located in “ :\Program Files\PD2\BIN\” directory −12. From within the command prompt window open the “pddod.ini” file using a text editor such as notepad. e.g. notepad pddod.ini −13. Locate the entry "Report" under the “Cognos” section and replace the path for that entry to the directory identified in Step 1. −14. Save and close the file.

28. CACI Proprietary Information | Date 28 4. Post Upgrade Instructions  4.3 Configuring Adobe Reader X To open PDF attachment, the PD2 v4.2 Increment 2 SR13 client application uses a PDF file viewer, such as Adobe Reader, to display the PDF file. If Adobe Reader X is installed on the client machine as the default PDF viewer, additional configuration is needed to allow opening of PDF attachment from the PD² v4.2 Increment 2 SR13 client application.

29. CACI Proprietary Information | Date 29 4. Post Upgrade Instructions  4.3 Configuring Adobe Reader X To allow opening of PDF attachment in Adobe Reader X from the PD² client application: −1. Launch Adobe Reader X. −2. From the menu select Edit  Preferences. −3. Select the General option inside the Categories pane. −4. Clear the Enable Protected Mode at startup check box. −5. When prompted to continue the change, click the [Yes] button. −6. Click [OK] to save the configuration change. −7. Exit Adobe Reader X.

30. CACI Proprietary Information | Date 30 Questions?