Adaptive Planning Windows XP FAQ's (Express Edition 2.2.2)
I. What hardware and configuration might I need to install the system?
(1) Client
The client is the desktop machine from which an individual user runs their browser. It connects to the server machine which is running the Adaptive Planning software.
Minimum Hardware Requirements:
Processor: Intel (x86), 1GHz
Memory: 512MB
Software Requirements:
Windows operating system
Internet Explorer 6.0 or greater
(2) Server
The server is the machine on which the Adaptive Planning software is installed.
Minimum Hardware Requirements:
Processor: Intel (x86), 2GHz
Memory: 2GB
Disk space: 4GB
Operating System/Database:
Windows XP Professional: Service Pack 2 or higher
Oracle Database 10g Express Edition is included with the Windows version; or Oracle Express 10gR2 if available.
II. How can I get started with installing Adaptive Planning?
While many users may find that they can just download and click on the installer to get started, some may need additional help.
Step 1: You need a Windows XP desktop or laptop with at least 500 MB of memory and about 5 GB of free disk space.
Depending on your organization's IT setup, you may need administrative privileges to install the software. If that is the case, contact your IT department to help with the install, or see if they can provide a server for you.
Step 2: Download Adaptive Planning by going to:
http://www.adaptiveplanning.com/community/
or,
http://sourceforge.net/project/showfiles.php?group_id=166889&package_id=189841&release_id=427858
If you are an end user (not an IT expert), you will usually want to get the installer_win version. If you are an expert user or administrator, you will be comfortable with either version. Installation instructions below are specifically to help end users with the XP version.
Select a mirror to download from. Usually,it is best to select a mirror that is closest to the location from where you are attempting the download.
Once the download starts, it could take up to 30 minutes to finish.
Step 3: Java runtime. If you have Windows XP, you likely have the Java runtime installed already; go directly to Step 4. If not, download and install the Java runtime from:
http://java.sun.com/javase/downloads/index.jsp
Go to downloads and look for the Java Runtime Environment (JRE). There is no need for the large JDK. Choose JRE 5.0 Update 7. Agree to the license terms, and pick the multi-language Windows install. The size of the download should generally be less than 25 MB.
After downloading the JRE, install it.
Step 4: The Adaptive Planning download is a zip file. Use Winzip or Windows XP's extract option to extract the files to a location of your choice. Often you can just right click on the zip file in Windows Explorer to see the extract option. Windows usually will not allow you to execute files (even if you are able to view them) unless they are extracted first.
Step 5: In Explorer, navigate to the directory in which the files are extracted. The download has a README, a JAR file, and a .bat file. In Explorer, double click on the .bat file.
Step 6: Follow the directions on the installation screen. On new desktops, it should take about 17 minutes for the full installation (including Oracle Database 10g Express Edition and Tomcat).
Step 7: You will be provided with a username and password to log into, along with the URL. Note these down.
Step 8: The installer will create three new icons on your desktop. Click on the Start AP icon. This will launch the application.
Login with the details noted in Step 7.
Step 9: After entering the required information regarding Oracle and your Fiscal Year the wizard will generate a URL address for your Adaptive Planning application. This URL is only applicable to your computer and can be accessed immediately from Internet Explorer 6.0 (or greater) on your computer (subject to your internal network security and rights, etc.). To allow others to access the application, see VIII below.
The wizard will prompt you to create your initial Administrator User. We recommend that you log in as this user only to create a user for yourself. Then, log back in using your new login ID to begin using Adaptive Planning (add other users, develop the budgeting/planning model, etc.).There is "starter" data already set up for you. You can read the Quick Start guide for an introduction to the Adaptive Planning product.
There is "starter" data already set up for you. You can read the Quick Start guide for an introduction to the Adaptive Planning product.
III. My installation appears to hang.
As mentioned above, your installation may take from about 15 to 30 minutes, depending on your hardware configuration. Note that, in addition to the Adaptive Planning application, the Tomcat server and Oracle 10g Express Edition are also being installed. If the progress bar does not appear to move, please wait. If for some reason the installation takes beyond 45 minutes, there may be a problem and it may be advisable to quit and attempt to reinstall.
IV. How do I recover from an aborted install?
The answer depends on where the installation was aborted. If it was before or after the successful installation of Oracle, the Adaptive Planning installer will usually be able to perform the needed clean up. If, however, the issue was during Oracle's install, please consult Oracle documentation. You will usually have to find and stop and Oracle services, and then try to reinstall Adaptive Planning.
V. I have one or more firewall programs running on my system. What problems might I encounter?
If you have just a single firewall running (like with Windows XP SP2), just watch for the warning and click on unblock (see illustration below); you may need certain administrative privileges to do this.
If you have other firewalls like Symantec you may see this popup.
Select the recommended option as shown.
Note: If you have more than one firewall program installed, you may need to go back and manually allow Oracle to run in all firewalls.
VI. I get the following Oracle application error. What should I do?
This is an Oracle installation issue. If you have got this far, it is likely that Oracle has already installed. You can attempt to recover from this by clicking OK. Then close all applications. Reboot. Start the installer again. When you see the option now to install a new database or use an existing one, select the latter, with the password as ap3express
This will allow you to continue and not have to install Oracle all over again.
VII. Why can't I change values on cells as soon as I am logged in?
Most sheets start in "View Rollups" mode. To change a cell, first click on the "Edit Plan" radio button.
VIII. OK, I can log in and make changes; now how do I let other colleagues access my Adaptive Planning installation?
Use the administration tab to add new users. Decide what access rights you want to provide them. Consult the documentation for details.
Note that your colleagues will not be able to use the url: http://localhost:1712/app
Rather ask them to log in to
http://YOURMACHINENAME:1712/app
where your YOURMACHINENAME is the one that is found by right-clicking on "My Computer" and choosing Properties, and noting the entry under "Full Computer Name".
IX. Where can I get help?
Users can also contact Adaptive Planning via email at community@adaptiveplanning.com. Express Edition users can purchase standard or premium support. Contact sales@adaptiveplanning.com for details.