Aspen Collaborative Forecasting (CF)

Installation Guide for V12

Version Number: V12
October 2020
Copyright (c) 2020 by Aspen Technology, Inc. All rights reserved.

Aspen Collaborative Forecasting, Aspen Demand Manager, Aspen SCM, Software License Manager, Aspen Refinery
Scheduler, Aspen Orion, Aspen PIMS, Aspen Retail Fleet Planner & Scheduler (Retail), Aspen Retail, Aspen Supply
Chain Operations Scheduler (SC Ops Scheduler), Aspen Framework, Aspen SLM tools, Aspen Role-Based
Visualization, Aspen Event Management, Aspen Integration Infrastructure, Aspen Information Management, Aspen
Batch, Aspen Production Management, Aspen Advanced Process Control, Aspen SCM Applications, AspenTech,
aspenONE, and the aspen leaf logo are trademarks or registered trademarks of Aspen Technology, Inc., Bedford,
MA.

All other brand and product names are trademarks or registered trademarks of their respective companies.

This manual is intended as a guide to using AspenTech's software. This documentation contains AspenTech
proprietary and confidential information and may not be disclosed, used, or copied without the prior consent of
AspenTech or as set forth in the applicable license agreement. Users are solely responsible for the proper use of
the software and the application of the results obtained.

Although AspenTech has tested the software and reviewed the documentation, the sole warranty for the software
may be found in the applicable license agreement between AspenTech and the user. ASPENTECH MAKES NO
WARRANTY OR REPRESENTATION, EITHER EXPRESSED OR IMPLIED, WITH RESPECT TO THIS DOCUMENTATION,
ITS QUALITY, PERFORMANCE, MERCHANTABILITY, OR FITNESS FOR A PARTICULAR PURPOSE.

Aspen Technology, Inc.

20 Crosby Drive
Bedford, MA 01730
USA
Phone: (1) (781) 221-6400
Toll Free: (888) 996-7100
URL: http://www.aspentech.com
Contents
Contents ................................................................................................................. iii

1 Introduction .........................................................................................................5
About this Installation Guide .............................................................................. 5
Audience ............................................................................................... 5
Related Documentation ..................................................................................... 5
aspenONE Overview ......................................................................................... 6
aspenONE Media .............................................................................................. 6
Licensing ......................................................................................................... 7
SLM License Server ................................................................................ 8
Localization ..................................................................................................... 8
Accessing aspenONE Documentation .................................................................. 8
Installing Aspen Collaborative Forecasting for the First Time .................................. 9
Installation Welcome Page..................................................................... 11
License Terms and Conditions ................................................................ 13
Aspen Collaborative Forecasting Overview ......................................................... 13
Create Overrides .................................................................................. 13
Integrate with DM ................................................................................ 14
Collaborative Forecasting Components .............................................................. 14
System Requirements ..................................................................................... 14
Granular Downloads ....................................................................................... 14
Technical Support .......................................................................................... 15

2 Prerequisites ......................................................................................................17

3 Installing Aspen Collaborative Forecasting ........................................................19

Installation Overview ...................................................................................... 19

4 Installing the Oracle Databases .........................................................................21

Overview....................................................................................................... 21
Creating the Oracle databases ............................................................... 21

5 Installing the SQL Server Database ....................................................................29

Overview....................................................................................................... 29
Creating the SQL Server databases ........................................................ 29
Specifying SQL Server settings .............................................................. 30

6 Installing Java....................................................................................................41
Overview....................................................................................................... 41
Installing Java ..................................................................................... 41

1 Introduction iii
7 Installing and Configuring Apache Tomcat .........................................................43
Overview....................................................................................................... 43
Installing Apache Tomcat ...................................................................... 43
Configuring Environment Variables in Windows for the System .................. 43
Installing Tomcat as a service ................................................................ 44

8 Installing the Collaborative Forecasting Application ..........................................53

Overview....................................................................................................... 53
Installing Collaborative Forecasting ........................................................ 53
Single Sign-On (SSO) Configuration ....................................................... 63

9 Configuring Database(s) ....................................................................................67

Configuring the Oracle Databases ........................................................... 67
Configuring the SQL Server databases .................................................... 67

10 Adding and Configuring New Instances of Demand Manager to an Existing SQL

Server ...................................................................................................................69
Overview ...................................................................................................... 69
Installing Collaborative Forecasting database objects for both operational and
stage databases ................................................................................... 69

11 Installing Collaborative Forecasting Database Objects.....................................71

Overview....................................................................................................... 71
Installing Collaborative Forecasting database objects ................................ 71

12 Upgrading Collaborative Forecasting Database Objects ...................................73

Upgrading Collaborative Forecasting database objects .............................. 73

13 Firewall ............................................................................................................75
Overview....................................................................................................... 75

14 DM Publication by Flat File ...............................................................................81

15 Uninstalling Collaborative Forecasting .............................................................85

Uninstalling Aspen Collaborative Forecasting (64bit) Using the Microsoft Windows
2019/2016/2012 R2 Start Button ..................................................................... 85

16 Best Practices...................................................................................................91

iv Contents
1 Introduction

This chapter provides an introduction to Aspen Collaborative Forecasting™

(CF) installation. It includes the following topics:
 About this Installation Guide
 Related Documentation
 Aspen Collaborative Forecasting Overview
 Aspen Collaborative Forecasting Components
 System Requirements
 Technical Support

About this Installation Guide

This guide describes how to install CF on a Windows platform.

Note: This document does not include the installation of AspenTech industry
features.

Audience
This installation guide is intended for anyone who needs to install CF,
including system administrators, application developers, and end users.

Related Documentation
In addition to this guide, AspenTech provides the following documentation for
Aspen CF:
 Aspen Collaborative Forecasting (CF) V12 Release Notes
 Aspen Collaborative Forecasting (CF) V12 Implementation Guide
 Aspen Collaborative Forecasting (CF) V12 Help

Note: You must disable the Compatibility view in Internet Explorer before
using Collaborative Forecasting. Refer to Microsoft documentation for further
information.

1 Introduction 5
 aspenONE Overview
aspenONE® is the comprehensive set of software solutions and professional
services provided by AspenTech; these are designed to help process
companies achieve their operational excellence objectives. AspenTech
customers are better able to increase capacity, improve margins, reduce
costs, and become more energy efficient.
aspenONE solutions include the industry’s leading:
 Simulation and design products in the aspenONE Engineering suite.
 Plant operations products in the aspenONE Manufacturing suite.
 Supply chain management products in the aspenONE Supply Chain suite.
 Predictive and prescriptive analytic products in the aspenONE Asset
Performance Management suite.
The token-based aspenONE Licensing Model gives customers the flexibility to
access and use any aspenONE product at precisely the time it is needed. This
is especially critical in the dynamic market conditions of the process industries
‒ whether during down economies or in high-growth periods. This enables
customers to lower their risk while maximizing the return on their software
investment.

aspenONE Media
Unless you have specifically requested a USB drive, you will receive
instructions on how to download the aspenONE media.
Download the media that you are entitled to and extract the zip file(s) using a
zip extractor such as WinZip/7-Zip. You may choose from the following:
 Aspen Engineering – includes all Aspen Engineering products, Aspen
PIMS and Aspen Administration and Licensing components.
 Aspen Manufacturing and Supply Chain – includes all Aspen
Manufacturing products, Aspen Petroleum Supply Chain products,
aspenONE Supply Chain Management products, GDOT, and aspenONE
Infrastructure products as well as Aspen Administration and Licensing
components.
 aspenONE Asset Performance Management – includes all APM
products.
 aspenONE Software License Manager includes all Aspen
Administration components (Aspen SLM, Aspen SLM tools, and ALC Auto
Upload Tool).

Note: The product Release Notes and Installation Guides are included in the
Documentation sub-folders under each family of products. There is a link to
the Getting Started Guide on the Install Browser.

6 1 Introduction
 Licensing
To manage your product entitlement, you will receive one of the following
separately:
 A license file if you are using the SLM Server to manage the products to
which you are entitled.
 Aspen License Deployment Assistant (ALDA): ALDA is a utility that will
update a license server with the necessary licenses needed for a new
release without having to send a new license key for applicable suites and
qualified customers. For qualified customers, ALDA is available on the
electronic software download site.
 A pre-configured dongle containing your customer license file if you are
operating using a dongle to manage the products to which you are
entitled.

Note: An invoice noting the products for which you are licensed is sent
separately from the software shipment.
You will have access to one or more of the following:
 aspenONE Token Media – Contains the media that supports the
aspenONE Licensing Model token-based system. This all-inclusive
token-based licensing model was introduced in July 2009. Under this
licensing model, customers are entitled to install and run all of
AspenTech’s products as long as they have purchased sufficient
tokens. To install software purchased under this commercial
agreement, use this media. Software installed from the aspenONE
Token media requires run-time token-based license keys.
 aspenONE Standard Media – Contains the media that supports
perpetual and pre-aspenONE Licensing Model token-based systems. If
you have perpetual license agreements or token-based license
agreements by product (pre-July 2009), you should use the media
labeled Standard. Software installed from the aspenONE Standard
media requires older license keys that have been in use since the
aspenONE 2004 release.

Upgrading to the aspenONE Licensing Model for

Manufacturing and Supply Chain V8.x and above
If you have recently signed a new aspenONE Licensing Model agreement or if
you have superseded an old license agreement with an aspenONE Licensing
Model token-based license agreement for aspenONE Manufacturing and
Supply Chain, you will receive a new token-based license file. During
installation of any product in Aspen Manufacturing and Supply Chain, you will
get a message indicating that the newly installed software will use the token-
based license key. Accepting the warning message enables you to install the
software.

Notes:
 If you do not have the updated token-based license file, please contact
AspenTech Customer Support.

1 Introduction 7
  We have seen issues extracting large zip files on earlier versions of
Windows. If you do not have access to an extractor, you may use the zip
extractor utility on the Download Center.
 If you have an MSC perpetual license purchased prior to 2011 and are
entitled to Informatica upgrades, you can download the Informatica
software from the Download Center.
 Some products previously available on CD-ROM or DVD are not included.
If you do not find a product, please contact AspenTech Support at
https://support.aspentech.com.

SLM License Server

Before you install products, it is recommended that you install and configure
the SLM License Server.
When you deploy aspenONE V12 software on client machines, the SLM server
should be from the V12 release. When migrating to a new version of
aspenONE, the SLM Server should always be upgraded first, followed by the
SLM clients. This is done to avoid any potential incompatibility issues. During
this transition period, it is possible to have clients at a lower version than the
SLM Server.
For more information about licensing, please see Software License Manager
(SLM) Installation and Reference Guide on the aspenONE media.

Localization
The V12 release media includes all localized products that are available when
V12 is released. The Knowledge Base article #000093657 contains a
spreadsheet that identifies which products are localized and how to access the
localization.

Accessing aspenONE
Documentation
There are several ways to access Product Help files and context-sensitive Help
(these are available depending on the type of application):
 Clicking the Help button.
 Pressing F1 while in the application.
 Accessing the application’s Help menu.
 Clicking a Help icon. For example:

Documentation in PDF format can be found in the following ways:

8 1 Introduction
  Installation Guides and Release Notes can be found by clicking the
corresponding link on the Welcome page of the aspenONE Installer.
 Logging onto the AspenTech Customer Support site, clicking Support in
the upper right-hand side and then clicking Product Documentation.
 Downloading all the available documentation (other than Help files) from
the AspenTech Customer Support website via the zip file of the aspenONE
Documentation.
For Aspen Plus, Aspen HYSYS, Aspen Exchanger Design and Rating, Aspen
Economic Evaluation, Aspen DMC3 Builder, and Aspen Fidelis Reliability only,
you can access additional documents by:
 Clicking the Aspen Knowledge icon on the Resources ribbon. (All products
except Economic Evaluation.)
 Entering a search string within the Search Aspen Knowledge search box –
available in the upper-right corner of the application. (All products except
Economic Evaluation.)
 Clicking Aspen Knowledge from the Help menu (Economic Evaluation
only).

Installing Aspen Collaborative

Forecasting for the First Time
Log on using the account name and password of an account in the
Administrators group of the target computer.

Note: Before you begin installation, you will want to review the What’s New
document and Release notes and print copies of the Installation Guides for
products that will be installed. Those documents are included under each
product suite folder.

Getting Started
1. You can begin your software installation by clicking on the media
download or inserting the aspenONE USB into the USB drive. The
AutoPlay dialog box is displayed.
2. Select Run aspenONE Install Browser.
3. User Account Control confirmation
Before you see the Welcome page, you may see the following:

1 Introduction 9
 You must click Yes to continue.
If you do not see this dialog box or something similar, you may have
accessed the installation incorrectly and in doing so, appropriate settings
may not occur. The consequence is that the applications may not run
correctly or errors may appear even though the installation seems to
complete successfully. If this dialog box does not appear, cancel the
installation and re-launch setup.exe to start the installation again.
Carefully read the instructions, make your selections and proceed with the
installation.
Note: If patches are available for the product that you are installing, a
screen may appear that lets you view the patches before you install. You
will also have an opportunity to view the updates after you finish the
installation process.
The AspenTech Suite selection screen displays. The screen you see varies
depending on how you are accessing the Aspen Collaborative Forecasting
installation.

10 1 Introduction
 The following links are available:
 Patents – Allows you to download a document with a list of recent
patents.
 Need Help? – Connects to the AspenTech Support Web site, where
you can find knowledge base articles, tips, and solutions to known
problems.
 Getting Started – Links to brochure containing information about
prerequisites, installing and upgrading the software, documentation
and translated versions.
 What’s New? – Links to a description of new features.
4. Click INSTALL NOW.

Installation Welcome Page

The AspenTech Installation Welcome Page provides options to install or
upgrade aspenONE products, configure licensing, and create install scripts for
unattended installations.
The following links are available on the left side of the aspenONE Installer
Welcome Page:
 Get Started Guide – Opens the AspenTech Deployment Solutions Web
site.
 Installation Guides – Opens a folder that contains all the Installation
Guides for the products.
 Release Notes – Opens a folder that contains all the Release Notes for
the products.
 aspenONE Product Documentation – Opens the AspenTech Support
Web site.
 aspenONE Update Center – Connects to the Aspen Support Update
Center so that you can check to see if there are patches available for the

1 Introduction 11
 product(s) that you are installing. You must be a registered user on the
Support Web site to access the Update Center.
 Unattended Install Notes – Provides instruction on creating an
unattended installation.
 Support Services – Connects to the AspenTech Support Web site, where
you can find knowledge base articles, tips, and solutions to known
problems.
 AspenTech Home – Connects to the AspenTech Web site.
 Contact Us – Connects to the AspenTech Support Web site, where you
can obtain the latest e-mail and telephone contact information and find
the AspenTech Support location closest to you. You can see hours of
operation for global support and submit your support issues.

The following options are available on the aspenONE Installer Welcome Page:
 Install aspenONE products – Launches the installation process during
which you will select new products to be installed on this computer.
 Repair – Repair existing installation errors.
 Prepare Deployments (For IT Personnel/Deployment Groups) –
Create install scripts and copy media to automate software deployment.

Notes:
 Be sure that the SLM license server or standalone license is available prior
to installation. SLM tools are automatically install when installing
aspenONE products.
5. Click Install aspenONE Products.

12 1 Introduction
 License Terms and Conditions

6. Select I accept the terms of the agreement and click Next to

continue.

Aspen Collaborative
Forecasting Overview
Aspen Collaborative Forecasting (CF) is a web-based application that allows
multiple users to collaborate on the forecast. With CF, you can:
 Create overrides
 Integrate with Aspen Demand Manager™ (DM)

Create Overrides
The Create Overrides feature allows you to enter overrides to data at all
levels of aggregation permitted by your security role. Override options
include:
 Viewing override history, which includes overrides entered by other users
 Adding comments
 Converting to the desired unit of measure to make overrides
 Specifying a time fence for overrides

1 Introduction 13
  Working offline in Microsoft® Excel

Integrate with DM
You can integrate CF with Aspen Demand Manager (DM) to take advantage of
the collaborative environment.

Collaborative Forecasting
Components
The major components of the Aspen Collaborative Forecasting product are:
 CF Web Application – You install this component on the same machine
where you installed the Tomcat server. The CF Web Application is the
online software module that provides CF’s graphical user interface.

Note: For optimal performance, it is recommended that you install the CF

Web Application and CF Integration Manager on different machines.

System Requirements
For the most up-to-date hardware and software requirements that must be
met in order to install AspenTech products, refer to the following website:
https://www.aspentech.com/platform-support

Granular Downloads
aspenONE V12 includes the ability to download some individual
products/product families that can be used independently of a full
suite. These sub-components are referred to as granular downloads. The
granular downloads are used to provide smaller downloads in situations where
customers only need a specific product/product family. If more than one
granular download is needed, it is recommended that the entire suite is
downloaded because it may take less time overall as opposed to downloading
two or more sub-components.
V12 Engineering (ENG): In the case of the ENG media, users can download
the entire suite or one of the items listed under the ENG group:
 Aspen Economic Evaluation
 Aspen Exchanger Design and Rating with Aspen Properties, Aspen
Simulation Workbook and Aspen Version Comparison Assistant
 Aspen Simulation Workbook
 Aspen Multi-Case Analysis
 Aspen Cim-IO & Process Data*

14 1 Introduction
 *The Cim-IO & Process Data software is from the Manufacturing & Supply
Chain suite and is useful for customers deploying a 3rd party historian and is
included for convenience. Note: The Aspen Cim-IO & Process Data software is
not a part of the overall Engineering suite download, and only available as a
separate download.
V12 Manufacturing & Supply Chain (MSC): In the case of the MSC media,
users can download the entire suite or one of the items listed under the MSC
group:
 V12 Batch APC
 Aspen Supply Chain Management
 Aspen Planning, Scheduling and Blending, Supply & Distribution
 Aspen Manufacturing Execution Systems & Advanced Process Control
 Aspen Unified
 V12 Aspen GDOT Online
 V12 Aspen GDOT Offline & Unified GDOT Builder
 Aspen Informatica PowerCenter 10.4
 Aspen Cim-IO & Process Data
V12 Asset Performance Management (APM): In the case of the APM
media, there is no downloadable suite. Users can download the products
listed below the APM group:
 Aspen Asset Analytics
 Aspen Fidelis
 Aspen ProMV
 Aspen Mtell
 Aspen Mtell for Oil Well Optimization
 Aspen Asset Performance Management Insights
 Aspen Enterprise Insights On-Premise Stack
V12 Aspen Internet of Things (AIoT): In the case of the AIoT media,
there is no downloadable suite. Users can download the products listed below
the AIoT group:
 Aspen Cloud Connect
 Aspen Edge Connect
Software License Manager (SLM): In the case of the SLM media, the only
granular download is ALDA:
 aspenONE License Deployment Assistant (ALDA)

Technical Support
AspenTech customers with a valid license and software maintenance
agreement can register to access the online AspenTech Support Center at:
https://support.aspentech.com.

1 Introduction 15
 This Web support site allows you to:
 Access current product documentation
 Search for tech tips, solutions, and frequently asked questions (FAQs)
 Search for and download application examples
 Search for and download service packs and product updates
 Submit and track technical issues
 Send suggestions
 Report product defects
 Review lists of known deficiencies and defects
Registered users can also subscribe to our Technical Support e-Bulletins.
These e-Bulletins are used to alert users to important technical support
information such as:
 Technical advisories
 Product updates and releases
Customer support is also available by phone, fax, and email. The most up-to-
date contact information is available at the AspenTech Support Center at
https://support.aspentech.com.

16 1 Introduction
2 Prerequisites

The following are pre-requisites for the installation of Collaborative

Forecasting:
 From the Aspen Technology list of supported platforms for V12 release,
you must install, configure, and make available an Oracle or an MS SQL
database server prior to this installation process.
 An Oracle (in case of an Oracle database) or MS SQL Server (in case of an
MS SQL Server database) JDBC driver (ojdbc10.jar or mssql-jdbc-
7.4.1.jre11.jar) must be provided by the customer prior to this
installation process.

2 Prerequisites 17
18 2 Prerequisites
3 Installing Aspen
Collaborative Forecasting

This chapter explains how to install the current version of Aspen Collaborative
Forecasting™ (CF).

Installation Overview
The Aspen CF installation process consists of the following major steps:
1 Do one of the following:
o Install the Oracle database.
Or
o Install the SQL Server database.
2 Install Java.
3 Install and configure Apache Tomcat.
4 Install Collaborative Forecasting.
5 Configuring Database(s).
6 Configure the Windows Firewall.

Notes:
 You must perform these steps in the order listed above.
 You install either the Oracle database or the SQL Server database. You do
not install both.
 AspenTech recommends that you use the default installation path when
installing these features. If you modify where some of these features are
installed, you may experience installation errors.
 For the most up-to-date hardware and software requirements that must
be met in order to install AspenTech products, refer to the following
website: https://www.aspentech.com/platform-support

3 Installing Aspen Collaborative Forecasting 19

20 3 Installing Aspen Collaborative Forecasting
4 Installing the Oracle
Databases

Overview
If you are an existing customer using the CF V11.X application, please
continue to Chapter 11: Upgrading Collaborative Forecasting Database
Objects.
Perform the following steps to install and configure Oracle 19c (19.3.0.0.0)
with ASM (Automatic Storage Management):
 Create your Oracle databases.

Note: For additional details, refer to the Oracle documentation, here:

https://docs.oracle.com/en/database/oracle/oracle-
database/19/admin/creating-and-configuring-an-oracle-database.html#GUID-
807DE711-C82C-4BB2-8C31-5EE89CA71349

Creating the Oracle databases

Begin by creating the databases.

To create the databases:

1 Configure ASM with sufficient space.
Note: ASM is required for the CF application.
2 Create a database on your server by following the steps documented in
the first bullet point, below. AspenTech recommends that you name the
database CDM.

4 Installing the Oracle Databases 21

 3 Create a database on your server by following the steps documented in
the first bullet point, below. AspenTech recommends that you name the
database CDMStage.
 Select Create Database as the operation you want, and then click
Next.

 Select Database Operation Screen, then click Next.

22 4 Installing the Oracle Databases

  Select Create Database.

4 Installing the Oracle Databases 23

  Do the following:
o Enter the appropriate name for your database, as required. The
information in the screenshot, below, is for reference only.
o Set all passwords to Aspen100.
o Click Next.

 Confirm the datasets and then click Finish.

4 In the Apps field under Search, enter Windows Firewall.

24 4 Installing the Oracle Databases

  Click Inbound Rules in the left pane, and then click New Rule in the
right pane.

 Add a new rule, as indicated in the following screens:

o Click Port, and then click Next.

4 Installing the Oracle Databases 25

 o Select Allow the connection, and then click Next.

26 4 Installing the Oracle Databases

  Select the following profiles to which you want the rule to apply, then
click Next:
o Domain
o Private
o Public

4 Installing the Oracle Databases 27

  Enter a name and description for the rule.

 Click Finish.
5 To test the connection, verify that you can connect to the database from a
remote computer.

28 4 Installing the Oracle Databases

5 Installing the SQL Server
Database

Overview
If you are an existing customer using the CF V11.X application, please
continue to Chapter 11: Upgrading Collaborative Forecasting Database
Objects.
Use the following steps to install your SQL Server Database:
 Set up your databases.
 Specify SQL Server settings.
 Configure SQL Server to allow remote connections.

Creating the SQL Server databases

1 Verify that the MS SQL Server instance is the default instance and not the
named instance.
2 Create a new database on your server and name it per your company’s
naming conventions.
Note: You can maintain the default storage settings while creating the
operational database.
3 Use SQL Server Management Studio to log into the database server as
one of the following:
o User sys
o Windows user
4 Create a new database on the same server and name it per your
company’s naming conventions.
Note: You can maintain the default storage settings while creating the
operational database.
5 Use SQL Server Management Studio to log into the database server as
one of the following:
o User sys
o Windows user

5 Installing the SQL Server Database 29

 Specifying SQL Server settings
Next, use the SQL Server Agent to specify your settings.

To specify SQL Server settings:

1 To launch the SQL Server Agent, navigate to Services and locate the SQL
Serve Agent (<Name of your SQL Server>) service.

2 Right-click SQL Serve Agent (<Name of your SQL Server>) and

choose Properties.
The SQL Server Agent (<Name of your SQL Server>) Properties
(Local Computer) dialog box opens.

30 5 Installing the SQL Server Database

 3 Change Startup Type to Automatic, then click Start.
The status changes from Stopped to Running.

Use the following steps to allow remote connections to the database

server. Begin by configuring TCP/IP and Named Pipe properties for the
SQL server.
4 Log on to the machine hosting the SQL Server database.

5 Installing the SQL Server Database 31

 5 Do the following:
o Click Named Pipes.
o Set the value to Yes to enable it.
o Click OK.

SQL Server will notify you that the changes won’t take effect until you
restart the service.
6 Click OK.
The service will be restarted later in this procedure.

32 5 Installing the SQL Server Database

 7 Do the following:
o Click TCP/IP.
o Set the value to Yes to enable it.
o Click OK.

8 On the IP Address tab, in the TCP/IP Properties dialog box, change

Enabled from No to Yes for IP1 to IP5.

Note: Do not enter any changes for IPAll.

5 Installing the SQL Server Database 33

 9 Restart the service and, in the Apps field under Search, enter Services.

10 Locate the SQL Server(MSSQLSERVER) service and click Restart.

Next, you add a SQL Server connection port to the firewall.

11 In the Apps field under Search, enter Windows Firewall.

12 Click Inbound Rules in the left pane, then click New Rule in the right
pane.

34 5 Installing the SQL Server Database

 13 Add a new rule, as indicated in the following screens:
o Click Port, then click Next.

5 Installing the SQL Server Database 35

 o Specify the Protocol and Ports settings, then click Next.

36 5 Installing the SQL Server Database

 o Select Allow the connection, then click Next.

5 Installing the SQL Server Database 37

 o Select the following profiles to which you want the rule to apply, then
click Next:
 Domain
 Private
 Public

38 5 Installing the SQL Server Database

 o Enter a name and description for the rule.

o Click Finish.
14 To test the connection, verify that you are able to connect to the database
from a remote computer.

5 Installing the SQL Server Database 39

40 5 Installing the SQL Server Database
6 Installing Java

Overview
Begin the Collaborative Forecasting installation process by installing Java JRE
11.0.4 (64-bit) (release date 07.17.2019) or the latest x64 version.

Installing Java
Use the following steps to install Java.

To install Java:
 You can use either JRE from Oracle or OpenJava JRE or JDK. To install,
please follow the instructions from the corresponding provider.
Important: It is critical that a 64-bit version is installed.

6 Installing Java 41
42 6 Installing Java
7 Installing and Configuring
Apache Tomcat

Overview
Next, you install and configure an Apache Tomcat server, using the following
steps:
 Install Apache Tomcat.
 Configure Apache Tomcat.
 Configure Environment Variables in Windows environment for the system
(i.e. not for the user).
 Install Tomcat as a service.
 If necessary, install and configure Oracle 19c(19.3.0.0.0) with ASM.

Installing Apache Tomcat

Begin by installing Apache Tomcat.

To download Apache Tomcat:

 Double-click the following link: https://tomcat.apache.org/download-
90.cgi and install the latest available version of Tomcat 9.0.
Note: Please use 32-bit/64-bit Windows Service Installer for the
installation.

Configuring Environment Variables in

Windows for the System
Next, configure environment variables in Windows for the system.

To configure Environment Variables in Windows for the

system:
1 Set the CATALINA_HOME root directory of the binary distribution of
Tomcat, where CATALINA_HOME = [Tomcat installation path

7 Installing and Configuring Apache Tomcat 43

 2 Set JRE_HOME, where JRE_HOME refers to the path of the JRE directory
in which you installed JRE.

Installing Tomcat as a service

Next, install Tomcat as a service.

To install Tomcat as a service:

1 Execute downloaded file apache-tomcat-[version].exe as an
administrator.

2 Click Next.

44 7 Installing and Configuring Apache Tomcat

 3 Read the Apache license and click I Agree.

7 Installing and Configuring Apache Tomcat 45

 4 Select the following:
o Service Startup
o Native
o Start Menu Items
o Manager

46 7 Installing and Configuring Apache Tomcat

 5 Click Next.
6 Select Create shortcuts for all users, if so desired.
o Enter the desired port values. Verify that those ports are available
on the server and then click Next.

Note: Change Shutdown port form -1 to 8085.

7 Installing and Configuring Apache Tomcat 47

 7 Select the folder in which JRE was installed in section 2, then click Next.

48 7 Installing and Configuring Apache Tomcat

 8 Enter the path where Tomcat should be installed as C:\apache-tomcat-
[version] where version is the version number of Tomcat (for example
C:\apache-tomcat-8.0.39), and then click Install.

Note: The following instructions will use the following convention to refer
to the full pathname of this directory: [Tomcat installation path]
9 Run [Tomcat installation path]\bin\tomcat9w.exe file to open the
properties of Tomcat8 service.
10 Verify that its Startup type is set to Automatic.

7 Installing and Configuring Apache Tomcat 49

 11 Do the following:
o Open Log On tab and select Log on as: Local System account.
o Check Allow service to interact with desktop.
o Click Apply.

12 Open Java tab and add the following three lines under Java Options:
-Djava.security.auth.login.config=[Tomcat installation
path]\conf\jaas.config
-da:com.aspentech.cdm...
-dsa
Note: Enter each line as a separate line.
13 Set Initial memory pool as 1024 MB.
14 Change Maximum memory pool to the value recommended by Aspen
Services.
15 Click OK.
16 Copy the following files to [Tomcat installation path]\lib:
o Ojdbc10.jar (Needed only when using an Oracle database. Found in
the corresponding distribution provided by Oracle.)

50 7 Installing and Configuring Apache Tomcat

 o mssql-jdbc-7.4.1.jre11.jar (Needed only when using a MS SQL
Server database. Found in the corresponding distribution provided by
Microsoft.)

7 Installing and Configuring Apache Tomcat 51

52 7 Installing and Configuring Apache Tomcat
8 Installing the Collaborative
Forecasting Application

Overview
Next, you install the Collaborative Forecasting application.

Installing Collaborative Forecasting

Use the following steps to install Collaborative Forecasting.

AspenTech Installer
Click on Setup.exe application. The User Account Control window appears.

Click Yes.

8 Installing the Collaborative Forecasting Application 53

 AspenTech Installation Browser
Click INSTALL NOW.

Note: You have the option of installing aspenONE products on your machine
by initiating click or double clicking Install aspenONE products icon.

54 8 Installing the Collaborative Forecasting Application

 License Terms and Conditions
Select the I accept the terms of the agreement check box and click Next.

8 Installing the Collaborative Forecasting Application 55

 Product Selection

56 8 Installing the Collaborative Forecasting Application

 File Location

Notes:
 Once the installation of any AspenTech product to the default folder has
been completed, this folder cannot be changed, and the Change Current
Destination Folder dialog box will no longer display.
 Any further AspenTech installations on the computer are made to that
folder by default.
 Common features are always installed in the Program files\Common
Files\AspenTech Shared folder, regardless of the destination location
selected. 32-bit products will be installed in the “\Program Files (x86)”
folder, and 64-bit products will be installed in the “\Program Files” folder.
 If the Aspen SCM Applications are not being installed under the default
folders, you may need to change the path setting of library cases specified
in the SCM table $TCASES.
 AspenTech recommends that you install SCM and any cases on the same
computer. Having them on separate computers can adversely affect SCM’s
performance.

8 Installing the Collaborative Forecasting Application 57

 Prerequisite Validation

This screen will only appear if prerequisites are missing.

In V12 the capability to install and/or configure some of the product pre-
requisites during the Aspen software installation process – mostly Microsoft
Internet Information Services (IIS) – was added. If the prerequisites window
appears, you will see the Install Prerequisites option at the bottom of the
screen. Here is a description of the icons related to installing pre-requisites.
(These must be installed before the AspenTech installation can proceed). You
may also encounter other icons that are informational only.

 This item can be installed automatically by selecting “Install

Prerequisites”.

 or This item cannot be installed automatically by selecting

“Install Prerequisites”. Select the link in the item’s description to open
an AspenTech support site link that describes how to install this item.

 This item is informational.

58 8 Installing the Collaborative Forecasting Application

 To install the prerequisites:
1 Click Install Prerequisites if you want to install or configure the relevant
prerequisites.
2 When the Install Prerequisites option is selected, the Install
Prerequisites screen appears. This will identify which prerequisites can be
installed and/or configured.

3 All options will be checked by default - unselect any that you do not want
installed automatically and then click Install.
When Install is selected, PowerShell windows will appear that perform
the install and/or configuration for the specified prerequisites. When the
install and/or configuration steps are done, you will see the Install
Prerequisites window again.
4 Click “x” to close the window and return to the installation process.

8 Installing the Collaborative Forecasting Application 59

 Specify Licensing and Security

An option is available to specify buckets. If you use buckets, you can specify
them during the install or later using the SLM Configuration Wizard.
When Resolve server name is checked, the fully qualified server name is
used in the registry. If you use aliases, you can uncheck this setting.

60 8 Installing the Collaborative Forecasting Application

 Verify your Installation

Click Install Now button.

8 Installing the Collaborative Forecasting Application 61

 Installation Progress

Installation Complete

62 8 Installing the Collaborative Forecasting Application

 Click Finish to exit the installation.

Click Close complete the installation.

Note: Click Reboot Now to reboot your system if Reboot Now is enabled.
Before using the software, follow all instructions in the After You Install
section, below, and complete all subsequent steps in the installation process.

Single Sign-On (SSO) Configuration

This section describes additional steps needed to configure CF to support
Single Sign-On (SSO) before continuing with the regular CF installation.

Important: When you configure CF as a SSO application, it will not support

the regular log-in mechanism. You should only execute the following steps
when you are deploying CF in SSO mode.

1 Connect with any database tool to the CF operational database.

2 Insert a single record into the SSO_Mapping table.

8 Installing the Collaborative Forecasting Application 63

 This determines how the name of the user identifier used in Security
Assertion Markup Language 2.0 (SAML2) messages will be displayed to
the user. This record only defines the label shown to the user.
3 Update CDM_User table to change “installation” user’s username to the
user identifier used in SAM2 messages for the CF administrator:
UPDATE CDM_User SET username = ‘[administrator’s corporate
ID]’ WHERE username = ‘installation’;
4 If you are using an Oracle database, commit and then disconnect from the
database.
5 Unzip cf.war file into a temporary folder.
6 Delete cf.war.
7 Open the temporary folder in which you unzipped cf.war in step 6.
8 Open WEB-INF\conf\cf-context.xml file in a text editor (for example,
Notepad).
9 Comment the line containing import resource="cf-security.xml”.
10 Uncomment the line containing import resource="cf-saml-
context.xml".
11 Save and close the file.
12 Rename the WEB-INF\web.xml file to WEB-INF\web-traditional.xml.
13 Rename the WEB-INF\web-saml.xml file to WEB-INF\web.xml.
14 Import certificate(s) of the corporate Identity Provider (IDP) into the
WEB-INF\classes\samlKeystore.jks key store, using the following
command:
keytool -import -alias [IDP alias] -file [IDP certificate] -keystore
WEB-INF\classes\samlKeystore.jks
15 Verify the certificate and, if valid, accept.
16 Edit and save the WEB-INF\classes\saml-client-metadata.xml file to
support your SAML2 configuration.
17 Use a copy of the updated WEB-INF\classes\saml-client-
metadata.xml file from step 16 to on-board CF with the IDP.
18 Zip the content of the folder created in step 2 into an archive and name it
cf.zip.
19 Rename cf.zip to cf.war.
Proceed with the regular CF installation, using the following steps.
1 Copy Aspen CF V<X>.zip/conf/jaas.config file to [Tomcat
installation path]\conf folder.
2 Do one of the following:
o If [Tomcat installation path]\conf\Catalina\localhost directory does not
exist, create it.
o If [Tomcat installation path]\conf\Catalina\localhost directory does
exist, delete all of its content.
3 Copy Aspen CF V<X>.zip/conf/ROOT.xml file to [Tomcat
installation path]\conf\Catalina\localhost directory.
4 Copy Aspen CF V<X>.zip/cf.war file to a directory of your choice
outside of the Tomcat installation.

64 8 Installing the Collaborative Forecasting Application

 5 Open [Tomcat installation
path]\conf\Catalina\localhost\ROOT.xml file and set docBase
attribute of Context element to cf.war that you placed in step 4, above.
The path should include the full path to the file and the name of the file
itself (for example, C:\Aspen\CF\cf.war).
6 Modify this ROOT.xml file to point to the operational database you
created in the Installing Collaborative Forecasting database objects
chapter.
7 Install and configure aspenONE SLM License Manager according to its
instructions.
8 Copy Aspen CF V<X>.zip/SlmJWrap.dll file Windows\System32
folder.
9 Start Tomcat9 Windows service.

8 Installing the Collaborative Forecasting Application 65

66 8 Installing the Collaborative Forecasting Application
9 Configuring Database(s)

Configuring the Oracle Databases

Next, set up your Oracle databases.

To configure the newly created Oracle databases:

Before you begin, verify that you have created two databases: one
operational and stage. For more information, refer to the To create your
Oracle database procedure in Ch. 4: Installing the Oracle Databases,
above.
1 If necessary, unzip Aspen CF V<X>.zip/db/oracle/CONFIG.zip and
verify that its contents are easily accessible.
2 To configure the operational database:
o Log into the database server as user sys.
o Execute disableRecycleBin.sql.
o Execute create_tablespaces.sql.
3 To configure the stage database:
o Log into the database server as user sys.
o Execute disableRecycleBin.sql.
o Execute create_tablespaces.sql.
4 To configure CF database users:
o Configure all parameters specified in defines.sql.
o The defines.sql file is configured to specify defaults. Review all user
names and modify entries as needed. Verify that all entries are filled.
Note: Do not alter user passwords. By default, all users are created
with specified user names and passwords, as listed in the defines.sql
file.
o Execute init.bat.

Configuring the SQL Server databases

Begin by setting up your operational and stage databases.

Notes:
 Create the operational and stage databases on the same server.

9 Configuring Database(s) 67
  If necessary, unzip Aspen CF V<X>.zip/db/SQLServer/CONFIG.zip
and verify that its contents are easily accessible.
To configure the operational and stage database users:
1 Configure all parameters specified in defines.sql.
The defines.sql file is configured to specify defaults. Review all user
names and modify entries as needed. Verify that all entries are filled.
Note: Do not alter user passwords. By default, all users are created with
specified user names and passwords, as listed in the defines.sql file.
2 Execute init.bat.
Note: The config.zip file is available in the following directory in which the
CF application was installed: C:\Program Files\AspenTech\AspenCF
If you do not see the config.zip file, unzip the Aspen CF V<X>.zip file and
extract the contents into the same CF installation folder. Note that the
physical drive varies, based on implementation.

Next, install Collaborative Forecasting database objects for both operational

and stage databases. Note: The cdm.zip file is available in the following
directory in which the CF application was installed: C:\Program
Files\AspenTech\AspenCF

If you do not see the cdm.zip file, then please unzip the Aspen CF V<X>.zip
file and extract the contents into the same CF installation folder. Note that the
physical drive varies, based on implementation.

68 9 Configuring Database(s)
10 Adding and Configuring
New Instances of Demand
Manager to an Existing SQL
Server

Overview
If you are an existing customer upgrading to the CF V12.0.0 application, and
you want to create new instances of CDM on an existing SQL server, you
must install Collaborative Forecasting database objects for both operational
and stage databases.

Installing Collaborative Forecasting

database objects for both operational and
stage databases
1 Unzip Aspen CF V<X>.zip/db/CDM.zip when working with SQL Server
databases.
2 Please follow the instructions in readme.txt in the zip file to setup the
database.
3 Configure all parameters specified in defines.sql.
The defines.sql file is configured to specify defaults. Review all user
names and modify entries as needed. Verify that all entries are filled.
Note: Do not alter user passwords. By default, all users are created with
specified user names and passwords, as listed in the defines.sql file.
4 Execute Build_db.bat followed by parameters specified in readme.txt file.
Note: The CDM.zip file is available in the following directory in which the
CF application was installed: C:\Program Files\AspenTech\AspenCF

10 Adding and Configuring New Instances of Demand Manager to an Existing SQL Server 69
 If you do not see the CDM.zip file, then please unzip the Aspen CF
V<X>.zip file and extract the contents into the same CF installation folder.
Note that the physical drive varies based on implementation.
If you are installing a new instance of Collaborative Demand Manager,
continue to the Upgrading Collaborative Forecasting Database Objects
chapter.

70 10 Adding and Configuring New Instances of Demand Manager to an Existing SQL Server
11 Installing Collaborative
Forecasting Database
Objects

Overview
Next, install collaborative forecasting database objects for both operational
and stage databases.

Installing Collaborative Forecasting

database objects
1 If necessary, do one of the following:
o Unzip Aspen CF V<X>.zip/db/oracle/CDM.zip when working with
Oracle databases.
Or
o Unzip Aspen CF V<X>.zip/db/sqlserver/CDM.zip when working
with SQL Server databases.
2 Please follow the instructions in readme.txt in the zip file to setup the
database.
3 Configure all parameters specified in defines.sql.
The defines.sql file is configured to specify defaults. Review all user
names and modify entries as needed. Verify that all entries are filled.
Note: Do not alter user passwords. By default, all users are created with
specified user names and passwords, as listed in the defines.sql file.
4 Execute Build_db.bat followed by parameters specified in readme.txt file.
Note: The CDM.zip file is available in the following directory in which the
CF application was installed: C:\Program Files\AspenTech\AspenCF

If you do not see the CDM.zip file, then please unzip the Aspen CF
V<X>.zip file and extract the contents into the same CF installation folder.
Note that the physical drive varies based on implementation.

11 Installing Collaborative Forecasting Database Objects 71

72 11 Installing Collaborative Forecasting Database Objects
12 Upgrading Collaborative
Forecasting Database
Objects

Next, upgrade collaborative forecasting database objects.

Upgrading Collaborative Forecasting

database objects
If You are existing customer and planning to upgrade from V11.0.2 to
V12.0.0, unzip Aspen CF V12.0.0,zip file located in C:\Program
Files\AspenTech\AspenCF where CF application was installed to local folder
called AspenCF and move this folder to either SQL Server or SQL Server
Native client was installed.

 Open command window as an administrator.

 Navigate the path to C:\AspenCF\db\V11.0.2 to V12.0.0\MS
SQL Server
 If you are happy with continuing with existing databases no
plan to add new databases configure defines.sql file to meet
your requirements.
 Run migrate_db.
 Follow the readme.txt file only if you want to add additional
database(s) in addition to an existing database(s).

12 Upgrading Collaborative Forecasting Database Objects 73

74 12 Upgrading Collaborative Forecasting Database Objects
13 Firewall

Overview
To access the server from a remote browser, modify the Windows Firewall on
the machine on which Tomcat was installed with a new inbound rule.

To configure the Windows Firewall:

1 Open Windows Firewall (Control Panel | System and Security |
Windows Firewall).
2 Click Advanced Settings.
The Windows Firewall with Advanced Security dialog box opens.
3 In the left pane, click Inbound Rules.
4 In the Actions pane, select New Rule.
The New Inbound Rule Wizard opens.

13 Firewall 75
 5 Specify Port as the rule type you want to create, then click Next.

76 13 Firewall
 6 For Specific Local Ports, enter 8080, then click Next.

13 Firewall 77
 7 Specify one of the following as the action to take when a condition
matches the conditions the rule specifies, then click Next:
o Allow the connection
Or
o Allow the connection if it is secure

78 13 Firewall
 8 Specify when the rule applies, then click Next.

13 Firewall 79
80 13 Firewall
14 DM Publication by Flat File

1 Extract the zip file dm to the disk or folder you specify.

After extracting the file, you will see the following folder structure:

All XML files work for table column mapping to data file field. You cannot
modify these files.
o LOAD.ctl: The control file for Oracle SQL Loader. You cannot modify
this file.
o Log.log: The log file for Oracle SQL Loader. You can modify or delete
this file.
o SQLLoader.cmd: The command file for Oracle SQL Loader. You
cannot modify this file.
Oracle SQL Loader generates xxx.bad extend files. You can modify or
delete this file.
If you are using an MS SQL Server database, you should share the dm
folder for all users. If you are using an Oracle database, you should not
share the dm folder for all users.
2 DM configuration for ODBC connections:
The table SQLCFCNF contains all ODBC configurations of SQL Server. The
table ORLCFCNF contains all configurations for Oracle.

14 DM Publication by Flat File 81

 o DNS: The ODBC name, which you configure in the operating system
(OS).
 You can find the ODBC name in your operating system’s Control
Panel.
 You must configure it before using it in DM.
 Please use the SQL Server Native Client for SQL Server, which is
installed as part of the SQL Server client installation.

o DBU: The user name for DM to stage DB.

You must use DMReadWrite as the user name. The ODBC connection
also uses this user name.

82 14 DM Publication by Flat File

 o DBP: The password for DMReadWrite. You can change this password
in DB. The default password is NedRegina2008.
The permission in the default configuration for the user DMReadWrite
is not sufficient. Please add bulkadmin for this user in DB.

o CVTO: The schema name. Change this to cdmStage.

3 DM Configuration for APPDATA.
o APPDATA(CFEXPORT,1)
 Choose the appropriate option:
 SQL: DM data will be published through ODBC.
 FILE: DM data will be published by SQL loader. DM Data will be
generated in text files. Next, SQL Loader reads the data from
these text files and sends them into the database.
o APPDATA(CFHOSTNAME,1):The machine name. You must configure
it.
Note: You must specify either an IP address or a server name in the
CFHOSTNAME parameter for CF publication via FILE.
4 DM Configuration for FMTFDEF.
o CFATTN: Defines the path of the folder that contains all AttribN and
AttribN_Relationship data files. You cannot change this folder
structure after dm.
o CFDSN: Defines the path of the folder that contains all Data_SetN
data files. You cannot change this folder structure after dm.
o CFDSNATT: Defines the path of the folder that contains
Data_Element_Attrib data files. You cannot change this folder
structure after dm.

14 DM Publication by Flat File 83

 o CFDSNVAL: Defines the path of the folder that contains all
Data_SetN_Value data files. You cannot change this folder structure
after dm.
o CFPRDN: Defines the path of the folder that contains all PeriodN data
files. You cannot change this folder structure after dm.
o CFTYPE: Defines the path of the folder that includes all Type data
files. You cannot change this folder structure after dm.
o CFUOM: Defines the path of the folder that includes all UOM data files.
You cannot change this folder structure after dm.
o CFSQLLOAD: Defines the path of the command for Oracle SQL
Loader. You cannot change this folder structure after dm.
o CFNEW: Defines the path of the folder that includes everything for
new CF. You cannot change this folder structure after dm.

Note: dm.zip fie can found in the following directory C:\Program

Files\AspenTech\AspenCF where CF application was installed; when you
unzip and extract the main Aspen CF V<X>.zip file into the same
installation directory then only you can found dm.zip fie; this file could be
copied into the Demand Manager server for DM-CF integration purposes.
Please refer to the CF implementation guide for further details.

84 14 DM Publication by Flat File

15 Uninstalling Collaborative
Forecasting

This chapter describes how to uninstall Aspen Collaborative Forecasting.

Uninstalling Aspen
Collaborative Forecasting
(64bit) Using the Microsoft
Windows 2019/2016/2012 R2
Start Button
You can find Uninstall AspenTech Software under the AspenTech group icon
after clicking the Windows 2019/2016/Windows 2012 R2 Server Start button.
Alternately, you can choose Programs and Features from the Control
Panel, select Aspen Collaborative Forecasting (64bit) and perform the
Uninstall operation.
Uninstall AspenTech Software application in Windows 2019/2016/2012 R2 x64
Standard or Data Center Edition Search Window button and double-click as
shown below.

15 Uninstalling Collaborative Forecasting 85

86 15 Uninstalling Collaborative Forecasting
 Uninstall AspenTech Software application in Windows 2019/2016/2012R2
Start button and double-click as shown below.

 The Do you want to allow the following program to make changes

to this computer User Account Control dialog box appears? Click Yes
to proceed.

15 Uninstalling Collaborative Forecasting 87

  The AspenTech Uninstaller – Select Products dialog box appears.

 Select Aspen Collaborative Forecasting- ver. V12.0 or click Select All

to uninstall all features listed.

88 15 Uninstalling Collaborative Forecasting

  Click Uninstall.
Removal of the selected features begins.

 When the removal is complete, do one of the following:

o Click Close on the AspenTech Uninstaller – Uninstall Progress
dialog box.
Or
o Go to Control Panel -> Choose Programs and Features.
o Select Aspen Collaborative Forecasting (64bit)
o Right-click and select Perform Uninstall Operation as shown
below:

 Restart the Server Workstation.

After uninstalling Collaborative Forecasting Application, perform the following
steps to complete the uninstallation process:
1 Stop Tomcat9 Windows service.
2 Delete file Windows\System32\SlmJWrap.dll file.
3 Open [Tomcat installation path]\conf\Catalina\localhost\
ROOT.xml file. Delete cf.war file specified in docBase attribute of
Context element.

15 Uninstalling Collaborative Forecasting 89

 4 Delete [Tomcat installation path]\conf\Catalina\localhost\
ROOT.xml file.

90 15 Uninstalling Collaborative Forecasting

16 Best Practices

AspenTech recommends the following as best practices for your Collaborative

Forecasting implementation:
 If you are using SQL Server, reserve the size of the SQL Server’s static
memory to be 80-90% of the total server/VM memory (14G), as
suggested by Microsoft.
 Only run the database backup at night, rather than during the day, when
the Collaborative Forecasting system is busy.
 Running anti-virus software on the application server with a priority of
High can consume up to 80% of memory and CPU resources at all times,
severely impacting Collaborative Forecasting’s performance. Exclude the
application server from the anti-virus software’s scheduled scanning list.
 Collaborative Forecasting supports up to 100 concurrent users. For the
best performance when approaching the maximum number, users should
pace their actions to ensure Collaborative Forecasting is able to process all
user actions.

16 Best Practices 91