Troubleshooting: Credentials for PM Compass to Connect to Open Plan Do Not Have Open Plan License

If an Open Plan check fails, subsequent checks will fail. For example, if the user login ID is missing, all of the following checks (such as this one) will fail because the system needs the user login ID to connect to the engine to determine the version number and so on. If multiple checks fail, Deltek recommends resolving the first failed check and rerunning the verify process to see if it resolves all issues. For a list of the checks and the order in which they are performed, see Verify Components Tab.

If you are using Open Plan, the user you created in order to connect to it must have an Open Plan license.

To resolve this issue, do one of the following:

• Update the user login ID to a user with an Open Plan license

• Assign the user to an Open Plan license in EPMSA

To update the user login ID to connect to Open Plan:

1. Login to Deltek EPM Security Administrator as a user with SYSADMIN rights.

2. Click Configuration in the left navigation pane and click System Settings.

3. In Credentials for PM Compass to connect to Open Plan, enter or edit a username and password that has SYSADMIN rights. Make sure to enter a username with an Open Plan license.

4. Click Save.

To assign the user to an Open Plan license in EPMSA, see Assign a User to a Product in the EPM Security Administrator help or Enter Licenses and Set Up User Access in the PM Compass Installation Guide.

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