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Copyright 1999, 2010, Oracle and/or its affiliates. All rights reserved.
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Copyright
Copyright
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The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or
other inherently dangerous applications. It shall be the licensee's responsibility to take all
appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of
such applications if the Programs are used for such purposes, and we disclaim liability for
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Oracle and Primavera are registered trademarks of Oracle Corporation and/or its
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To view the P6 Commercial Notices and Disclosures for Documentation, go to the
\Documentation\\Notices and Disclosures folder of the P6 physical media
or download.
5
Contents
Copyright ........................................................................................................................................... 2
Preface ............................................................................................................................................ 17
Layout of the P6 EPPM Administrators Guide .............................................................................. 17
P6 EPPM Documentation ............................................................................................................... 18
Where to Get Support ..................................................................................................................... 21
Installation Process Overview ......................................................................................................... 23
About Oracle Primavera P6 Enterprise Project Portfolio Management ....................................... 23
Working with Oracle Primavera P6 Enterprise Project Portfolio Management Suite .................. 25
About P6 ..................................................................................................................................... 27 About P6 Professional................................................................................................................ 28 About P6 Progress Reporter ...................................................................................................... 29 About the Oracle Business Process Management Suite ......................................................... 29 About Oracle BI Publisher and the OBIEE Platform ................................................................. 29 About P6 Reporting Database ................................................................................................... 30 About P6 Analytics ..................................................................................................................... 30 About the P6 Integration API ..................................................................................................... 32 About P6 Web Services .............................................................................................................. 32 About Oracle Universal Content Management ......................................................................... 32
P6 EPPM Release 8 New Feature Summary ................................................................................. 33
Web Administration and Configuration ..................................................................................... 35 Easy Web Setup, Configuration, and Administration........................................................ 35 Web-Based User Administration ........................................................................................ 35 One Source for All Enterprise Data .................................................................................... 36
Project and Portfolio Management ........................................................................................... 39 Web-Based EPS and Project Views ................................................................................... 39 Enhanced Portfolio Filtering .............................................................................................. 39 Schedule Preview ............................................................................................................... 39 Recalculate Assignment Costs .......................................................................................... 40 Project Baselines ................................................................................................................ 40
Project Templates ...................................................................................................................... 41 Reusable Project Templates .............................................................................................. 41
Resource Management ............................................................................................................. 43 Completely Redesigned Interface for Resources and Roles ............................................ 43 Improved Resource Planning and Analysis ....................................................................... 43 Optimized Resource and Role Team Handling ................................................................. 43
Risk Management ...................................................................................................................... 45 Qualitative Risk Management ........................................................................................... 45 Risk Scoring Matrix, Categories, and Thresholds ............................................................. 45
Enterprise Reporting .................................................................................................................. 47 Integrated On-Demand or Scheduled Reports ................................................................. 47
Workflow ..................................................................................................................................... 49 Oracle BPM Integration ...................................................................................................... 49
Technological Advances ............................................................................................................ 51 Integrated LDAP Provisioning ............................................................................................ 51
P6 EPPM Administrator's Guide for Oracle Database
6
Enhanced and Expanded Job Services ............................................................................. 51 Expanded Event Support ................................................................................................... 51 Integration Ready ............................................................................................................... 52 P6 Web Services Security Enhancements ........................................................................ 52 Platforms............................................................................................................................. 52
User Productivity ........................................................................................................................ 53 Auto-Complete Field Values ............................................................................................... 53 Customizable Toolbars ....................................................................................................... 53 Enhanced Activity, Assignment, and EPS Filters .............................................................. 53 E-mail Activity Views ........................................................................................................... 53 Keyboard Shortcuts ............................................................................................................ 54 Menus and Icons ................................................................................................................ 54 Redesigned Detail Windows .............................................................................................. 54
Learning Assistance ................................................................................................................... 55 Completely Redesigned Online Help ................................................................................. 55 UPK Multimedia Tutorials .................................................................................................. 55
P6 Professional .......................................................................................................................... 57 Timescaled Logic Diagrams ............................................................................................... 57 Tabbed Views ...................................................................................................................... 57 Customizable Menus .......................................................................................................... 57 Customizable Toolbars ....................................................................................................... 57 Page Breaks by Group Band .............................................................................................. 57 Apply Actuals and Summarize Project Now Run as Services ........................................... 58 Auto-Refresh Grouped Data by Window ............................................................................ 58 Client-Web Delineation and Integration ............................................................................ 58 Streamlined Installer .......................................................................................................... 58 Improved HTML Editor ....................................................................................................... 58 Command Line Support ..................................................................................................... 58
Who Should Help with the Installation? ......................................................................................... 59
Installation Process Phases............................................................................................................ 60
Planning Your Implementation ....................................................................................................... 63
Which Components Do I Need?...................................................................................................... 63
If We Use P6 Progress Reporter, Which Version Should We Use? .......................................... 65 Required Server Components for Web-based Access in P6 EPPM ......................................... 66
Client and Server Requirements .................................................................................................... 66
Supported Platforms for P6 EPPM ............................................................................................ 66 Supported Configurations for Client Modules .......................................................................... 67 Supported Configurations for Servers ...................................................................................... 68 Supported E-Mail Systems and Network Protocols .................................................................. 69
Security Guidance ........................................................................................................................... 71
Security Guidance Overview ........................................................................................................... 71
Safe Deployment of P6 EPPM ........................................................................................................ 72
Administrative Privileges Needed for Installation and Operation ........................................... 72 Minimum Client Permissions Needed for P6 and P6 Progress Reporter ............................... 72 Minimum Client Permissions Needed for P6 Professional ...................................................... 72 Physical Security Requirements for P6 EPPM .......................................................................... 74 Application Security Settings in P6 EPPM ................................................................................ 74 Files to Protect after Implementation ....................................................................................... 75
Authentication Options for P6 EPPM ............................................................................................. 75
Contents
7
Authorization for P6 EPPM .............................................................................................................. 76
Confidentiality for P6 EPPM ............................................................................................................ 76
Sensitive Data for P6 EPPM ........................................................................................................... 77
Reliability for P6 EPPM ................................................................................................................... 77
Cookies Usage in P6 EPPM............................................................................................................. 77
Cookies Usage in P6 .................................................................................................................. 77 Cookies Usage in P6 Progress Reporter ................................................................................... 80
Additional Sources for Security Guidance ..................................................................................... 81
Automatic Database Installation .................................................................................................... 83
Automatic Database Installation Overview .................................................................................... 83
About the Database Wizard ............................................................................................................ 84
Automatically Installing an Oracle Database and Loading Application Data ......................... 84 Creating an Oracle Database............................................................................................. 84 Loading Application Data for Oracle .................................................................................. 86 The Base Currency for Oracle ............................................................................................ 87
Automatically Installing a SQL Server Database and Loading Application Data .................... 88 Creating an SQL Server Database ..................................................................................... 88 Loading Application Data for SQL ...................................................................................... 89 The Base Currency for Microsoft SQL Server .................................................................... 91
Private Database Logins for P6 EPPM ........................................................................................... 91
Adding Private Database Logins for P6 EPPM ......................................................................... 91 Modifying Private Database Logins for P6 EPPM ..................................................................... 92 Deleting Private Database Logins for P6 EPPM ....................................................................... 93
Manual Database Configuration ..................................................................................................... 95
Manual Database Configuration Overview .................................................................................... 95
Creating the Database Structure for Oracle and Loading Application Data ................................ 97
Creating the P6 EPPM Database Structure for Oracle ............................................................ 97 Copying the Script Files to a Local Drive for Oracle.......................................................... 97 Creating the Database Tablespaces for Oracle ................................................................ 97 Creating Users and Tables for Oracle................................................................................ 98 Installing Sample Data for Oracle ...................................................................................... 99 Creating Remaining Database Objects for Oracle ............................................................ 99 Initializing Background Jobs and Creating the Background Job User ........................... 100
Dropping P6 EPPM Database Objects for Oracle ................................................................... 100
Creating the Database Structure for MS SQL Server and Loading Application Data ............... 100
Creating the P6 EPPM Database Structure for SQL Server ................................................... 101 Copying the Script Files to a Local Drive for SQL Server ................................................ 101 Creating the Database Tablespaces for SQL Server ...................................................... 101 Creating Users and Tables for SQL Server ...................................................................... 102 Installing Sample Data for SQL Server ............................................................................ 102 Creating Remaining Database Objects for SQL Server .................................................. 103
Dropping P6 EPPM Database Objects for SQL Server ........................................................... 104
Changing the Database Base Currency ....................................................................................... 104
The Base Currency ................................................................................................................... 104 Reviewing Currency Choices.................................................................................................... 105 Changing the Base Currency ................................................................................................... 105
Private Database Logins for P6 EPPM ......................................................................................... 106
P6 EPPM Administrator's Guide for Oracle Database
8
Resetting Private Database Passwords to Use the New Encryption Algorithm .................... 106 Adding Private Database Logins for P6 EPPM ....................................................................... 106 Modifying Private Database Logins for P6 EPPM ................................................................... 107 Deleting Private Database Logins for P6 EPPM ..................................................................... 108
Automatic Database Upgrade ....................................................................................................... 109
Database Upgrade Process .......................................................................................................... 109
Data that is Not Migrated during the P6 EPPM Database Upgrade ..................................... 112 Migrating Methodology Management to P6 Project Templates ............................................ 112
Converting Methodologies to Projects ............................................................................ 112 Creating a Project Template From Projects .................................................................... 113
Risks Migration ......................................................................................................................... 113
Upgrading an Oracle Database to P6 EPPM ................................................................................ 115
Upgrading an Oracle P6 EPPM Database ............................................................................... 115
Upgrading a Microsoft SQL Server Database to P6 EPPM ......................................................... 117
Upgrading a Microsoft SQL Server Database ......................................................................... 117 Configuring the Microsoft SQL Server Database.................................................................... 118
Private Database Logins for P6 EPPM ......................................................................................... 119
Adding Private Database Logins for P6 EPPM ....................................................................... 119 Modifying Private Database Logins for P6 EPPM ................................................................... 119 Deleting Private Database Logins for P6 EPPM ..................................................................... 120
Database Administration .............................................................................................................. 123
Background Processes and Clean Up in P6 EPPM ..................................................................... 123
RDBMS Scheduler Configuration ................................................................................................. 124
Database Settings Table ............................................................................................................... 124
Reading Setting Values ................................................................................................................. 125
Using Code to Read Setting Values for Oracle ....................................................................... 125 Using Code to Read Setting Values for SQL ........................................................................... 125
Writing Setting Values ................................................................................................................... 126
Using Code to Write Setting Values for Oracle ....................................................................... 126 Using Code to Write Setting Values for SQL Server ............................................................... 126
Tracking Background Job Execution ............................................................................................ 126
High Level Status Settings ....................................................................................................... 127 The BGPLOG Table ................................................................................................................... 127
SYMON (System Monitor) Procedures ......................................................................................... 128
OBSPROJ_PROCESS_QUEUE Procedure ................................................................................. 128 USESSION_CLEANUP_EXPIRED Procedure ............................................................................ 129
Tracking Concurrent Usage of P6 EPPM ......................................................................... 130
DAMON (Data Monitor) Procedures ............................................................................................. 131
BGPLOG_CLEANUP Procedure ................................................................................................ 131 REFRDEL_CLEANUP Procedure ............................................................................................... 132 CLEANUP_PRMQUEUE Procedure ........................................................................................... 133 USESSION_CLEAR_LOGICAL_DELETES Procedure ................................................................ 134 CLEANUP_LOGICAL_DELETES Procedure ............................................................................... 134 PRMAUDIT_CLEANUP Procedure............................................................................................. 135 CLEANUP_USESSAUD Procedure ............................................................................................ 136
Contents
9
USER_DEFINED_BACKGROUND Procedure ........................................................................... 137
Oracle Database Performance ..................................................................................................... 137
Safe Deletes .................................................................................................................................. 138
Turning Off Safe Deletes .......................................................................................................... 138
Native Database Auditing ............................................................................................................. 139
Auditing Level Configuration .................................................................................................... 139 Simple Configuration ............................................................................................................... 139 Detailed Configuration ............................................................................................................. 140
Auditing Status ................................................................................................................. 140 Options Setting ................................................................................................................. 140 SETTINGS_WRITE_STRING Procedure ............................................................................ 141
The Audit Table ......................................................................................................................... 142 Session Auditing ....................................................................................................................... 143 Column Audit Data ................................................................................................................... 143
P6 EPPM Database Connections Using a Non-Default SQL Server Port ................................... 144
Database Administrator Settings for a Non-Default SQL Server Port................................. 144
P6 Installation ............................................................................................................................... 145
P6 Installation Process ................................................................................................................. 145
Uninstalling Previous Versions of P6 ........................................................................................... 146
Uninstalling P6 from Tomcat ................................................................................................... 147 Uninstalling P6 from Tomcat on Windows Platforms ..................................................... 147 Uninstalling P6 from Tomcat on UNIX Platforms ............................................................ 147
Uninstalling P6 from JBoss ...................................................................................................... 147 Uninstalling P6 from WebLogic ............................................................................................... 148 Uninstalling P6 from WebSphere ............................................................................................ 148
Creating the WebLogic Environment for P6................................................................................. 149
Prerequisites for P6 ................................................................................................................. 149 WebLogic 11g R1 Installation .......................................................................................... 149 JDK Installation on WebLogic .......................................................................................... 149 Content Repository Installation ....................................................................................... 150 Workflows Repository Installation ................................................................................... 150
About the P6 Setup Wizard ...................................................................................................... 151 Installing P6 ...................................................................................................................... 151 Configuring the Database Connection for P6 ................................................................. 152
Configuring WebLogic for P6 ................................................................................................... 153 Creating a WebLogic Domain .......................................................................................... 154 The P6 Help and Tutorials Directories ............................................................................ 155 Editing the StartWebLogic File for P6.............................................................................. 155 Editing the SetDomaninEnv File for P6 ........................................................................... 156
Deploying P6 in WebLogic ....................................................................................................... 157 Adding P6 as a WebLogic Application ............................................................................. 157 Starting the P6 Application in WebLogic ......................................................................... 158
Configuring the Content Repository for P6 ............................................................................. 158 Content Repository Authentication Modes ..................................................................... 159 Configuring Oracle Universal Content Management ...................................................... 159 Configuring Microsoft SharePoint.................................................................................... 161
Configure P6 for Reporting ...................................................................................................... 162 Why Do I Need Parameters? ............................................................................................ 162 Getting Started with BI Publisher Reports ...................................................................... 163
P6 EPPM Administrator's Guide for Oracle Database
10
Supported Parameters in P6 ........................................................................................... 164 Enumeration Parameters ................................................................................................. 165
Dynamic Parameters ........................................................................................................ 168
Primitive Parameters ........................................................................................................ 176
Allowing for Multiple Values Returned via a Picklist ...................................................... 176 Starting WebLogic for P6 ......................................................................................................... 177
Starting WebLogic on Windows Platforms ...................................................................... 177 Starting WebLogic on UNIX Platforms ............................................................................. 177
Stopping WebLogic for P6 ....................................................................................................... 177 Precompiling P6 ....................................................................................................................... 178 Application Server Plug-Ins for P6 EPPM ................................................................................ 178 About the Database Configuration Wizard for P6 .................................................................. 178
Changing Database Connection Settings for P6 ............................................................ 179 Configuring Settings on Client Machines ................................................................................ 180
Configuring Client Machines to Export to Excel .............................................................. 180 Configuring Client Machines to Resolve Null Pointer Exceptions .................................. 180
Accessing P6 from Client Browsers using WebLogic ............................................................. 181
Creating the WebSphere Environment for P6 ............................................................................. 181
Prerequisites for P6 ................................................................................................................. 182 WebSphere 7.0 Installation ............................................................................................. 182 JDK Installation on WebSphere ....................................................................................... 182 Content Repository Installation ....................................................................................... 182 Workflows Repository Installation ................................................................................... 183
About the P6 Setup Wizard ...................................................................................................... 183 Installing P6 ...................................................................................................................... 184 Configuring the Database Connection for P6 ................................................................. 185
Configuring WebSphere for P6 ................................................................................................ 186 The P6 Help and Tutorials Directories ............................................................................ 186 Configuring P6 Home in WebSphere ............................................................................... 186 Configuring P6 to be a New WebSphere Application ..................................................... 187 Configuring the P6 Project Gantt Chart Portlet in WebSphere ...................................... 188 Deploying P6 in WebSphere ............................................................................................ 189
Configuring the Content Repository for P6 ............................................................................. 189 Content Repository Authentication Modes ..................................................................... 189 Configuring Oracle Universal Content Management ...................................................... 190 Configuring Microsoft SharePoint.................................................................................... 192
Configure P6 for Reporting ...................................................................................................... 192 Why Do I Need Parameters? ............................................................................................ 193 Getting Started with BI Publisher Reports ...................................................................... 193 Defining Parameters in BI Publisher ............................................................................... 195 Supported Parameters in P6 ........................................................................................... 195 Enumeration Parameters ................................................................................................. 197
Dynamic Parameters ........................................................................................................ 200
Primitive Parameters ........................................................................................................ 207
Custom Parameters ......................................................................................................... 207
Allowing for Multiple Values Returned via a Picklist ...................................................... 208 Starting WebSphere for P6 ...................................................................................................... 208 Stopping WebSphere for P6 .................................................................................................... 208 Precompiling P6 ....................................................................................................................... 209
Contents
11
Application Server Plug-Ins for P6 EPPM ................................................................................ 209 About the Database Configuration Wizard for P6 .................................................................. 209
Changing Database Connection Settings for P6 ............................................................ 210 Configuring Settings on Client Machines ................................................................................ 211
Configuring Client Machines to Export to Excel .............................................................. 211 Configuring Client Machines to Resolve Null Pointer Exceptions .................................. 211
Accessing P6 from Client Browsers using WebSphere .......................................................... 212
About the P6 Administrator application ....................................................................................... 212
Launching the P6 Administrator application .......................................................................... 213 Launching the P6 Administrator application Locally ...................................................... 213 Launching the P6 Administrator application Locally on Windows Platforms ................ 213
Launching the P6 Administrator application Locally on UNIX Platforms ....................... 213
Launching the P6 Administrator application Remotely .................................................. 213 Reviewing and Modifying Configurations for P6 .................................................................... 213
Changing a Setting Value ................................................................................................. 214 Returning a Setting to its Default Value .......................................................................... 214 Adding Configurations ...................................................................................................... 214 Adding Database Instances to a Configuration .............................................................. 215 Deleting Configurations and Database Instances for P6 ............................................... 215
Special Instructions for P6 Administrator application Settings ............................................. 215 Manage Access to Multiple Database Instances ........................................................... 215 Requiring a Database Parameter with the URL for P6 ................................................... 216
Configuration for Custom Portlets ................................................................................... 216 Configuration for ASAP and Scheduled Services ............................................................ 216 Configuring a Separate Server for Job Services ............................................................. 217
Configuring a Setting for WebLogic on Microsoft SQL Server 2005 Database ............ 218 Configuring and Overriding Login Settings ...................................................................... 218 Setting Up Event Notification ........................................................................................... 219 Configuring OCM for Use with P6 EPPM ......................................................................... 219 Configuring the OCM File ................................................................................................. 219
Configuring OCM Settings ................................................................................................ 220
P6 Administrator application Settings .................................................................................... 221 Configuration Settings for P6 EPPM ................................................................................ 221 Localization Settings ........................................................................................................ 222
Session Management Settings ........................................................................................ 222
Database Settings ............................................................................................................ 222
Thread Pool Settings ........................................................................................................ 238
Log Settings ...................................................................................................................... 238
Directory Services Settings .............................................................................................. 240
Application Settings .......................................................................................................... 240
Services Settings .............................................................................................................. 246
Performance Monitor Settings ......................................................................................... 257
Tracer Settings.................................................................................................................. 257
Integration API Server Settings ........................................................................................ 258
P6 Web Services Settings ................................................................................................ 259
P6 EPPM Administrator's Guide for Oracle Database
12
Authentication Settings for P6 EPPM .............................................................................. 264 Authentication Settings .................................................................................................... 265
Database instance Settings ............................................................................................. 267
P6 Progress Reporter Installation ................................................................................................. 271
P6 Progress Reporter Installation Process .................................................................................. 271
Uninstalling Previous Versions of P6 Progress Reporter ............................................................ 272
Uninstalling the Existing Group Server ................................................................................... 272 Stopping Group Server ..................................................................................................... 273 Uninstalling Group Server ................................................................................................ 273
Uninstalling the Existing P6 Progress Reporter Application .................................................. 273 Uninstalling P6 Progress Reporter from JBoss ............................................................... 273 Uninstalling P6 Progress Reporter from WebLogic ........................................................ 273 Uninstalling P6 Progress Reporter from WebSphere ..................................................... 274
Creating the WebLogic Environment for P6 Progress Reporter ................................................. 274
Prerequisites for P6 Progress Reporter .................................................................................. 275 WebLogic 11g R1 Installation .......................................................................................... 275 JDK Installation on WebLogic .......................................................................................... 275
About the P6 Progress Reporter Setup Wizard ...................................................................... 275 Installing P6 Progress Reporter ....................................................................................... 276
Configuring WebLogic for P6 Progress Reporter .................................................................... 277 Creating a WebLogic Domain .......................................................................................... 277 Editing the StartWebLogic File for P6 Progress Reporter .............................................. 278 Editing the SetDomainEnv File for P6 Progress Reporter .............................................. 279
Deploying WebLogic for P6 Progress Reporter ...................................................................... 280 Adding P6 Progress Reporter as a WebLogic Application .............................................. 280 Starting the P6 Progress Reporter Application in WebLogic .......................................... 281
Starting WebLogic for P6 Progress Reporter .......................................................................... 281 Starting WebLogic on Windows Platforms ...................................................................... 282 Starting WebLogic on UNIX Platforms ............................................................................. 282
Stopping WebLogic for P6 Progress Reporter ........................................................................ 282 Application Server Plug-Ins for P6 EPPM ................................................................................ 282
Creating the WebSphere Environment for P6 Progress Reporter .............................................. 282
Prerequisites for P6 Progress Reporter .................................................................................. 283 WebSphere 7.0 Installation ............................................................................................. 283 JDK Installation on WebSphere ....................................................................................... 283
About the P6 Progress Reporter Setup Wizard ...................................................................... 283 Installing P6 Progress Reporter ....................................................................................... 284
Configuring WebSphere for P6 Progress Reporter................................................................. 285 Configuring P6 Progress Reporter Home in WebSphere................................................ 285 Configuring P6 Progress Reporter to be a New WebSphere Application ...................... 286 Deploying P6 Progress Reporter in WebSphere ............................................................. 287
Starting WebSphere for P6 Progress Reporter ...................................................................... 287 Stopping WebSphere for P6 Progress Reporter ..................................................................... 287 Application Server Plug-Ins for P6 EPPM ................................................................................ 288
The P6 Progress Reporter Administrator ..................................................................................... 288
Accessing the P6 Progress Reporter Administrator ............................................................... 288 Reviewing and Modifying Server Configuration Settings in the P6 Progress Reporter
Administrator ............................................................................................................................ 289 Reviewing and Modifying Application Settings in the P6 Progress Reporter Administrator 289
Contents
13
Specifying the P6 Progress Reporter Help Site Location ....................................................... 289 P6 Progress Reporter Administrator Configuration Settings ................................................. 290
Configuration Settings...................................................................................................... 290 Connection Pool Settings ................................................................................................. 292 Authentication Settings .................................................................................................... 293 Logging Settings ............................................................................................................... 296
P6 Progress Reporter Administrator Application Settings ..................................................... 297 Application Settings.......................................................................................................... 297
P6 Professional Installation .......................................................................................................... 303
Database Client Software ............................................................................................................. 303
Oracle Database Client Software ............................................................................................ 303 Configuring Client Machines for Oracle Instant Client ................................................... 304
SQL Server Database Client Software .................................................................................... 304
Previous Versions of P6 Professional .......................................................................................... 304
P6 Professional Industry Types .................................................................................................... 305
About the P6 Professional Setup Wizard ..................................................................................... 306
Installing P6 Professional ........................................................................................................ 307 Installing the P6 Professional Application ...................................................................... 307 Configuring the Database Connection for P6 Professional ........................................... 308
Installing the P6 SDK ............................................................................................................... 309 Installing the P6 SDK Application .................................................................................... 309 Configuring the Database Connection for P6 SDK ......................................................... 310
About the Database Configuration Wizard for P6 Professional ................................................. 311
Changing Database Connection Settings for P6 Professional .............................................. 311
Configuring Client Machines to Transfer Data Between P3 and P6 Professional .................... 312
Configuring Client Machines for a Non-Default SQL Server Port ............................................... 313
Unattended Setup for P6 Professional ......................................................................................... 315
Unattended Setup Files ................................................................................................................ 315
Creating an Unattended Setup File ......................................................................................... 316 Creating the Unattended Setup File ................................................................................ 316 Installing the P6 Professional Application for Unattended Setup ................................. 316 Configuring the Database Connection for Unattended Setup ....................................... 317
Using an Unattended Setup File.............................................................................................. 318 Running the Unattended Setup ....................................................................................... 318
Users and Security in P6 EPPM .................................................................................................... 321
Security Concepts in P6 EPPM ..................................................................................................... 321
Useful P6 EPPM Terms ............................................................................................................ 326
Security Configuration Process in P6 EPPM ................................................................................ 327
Defining Global Security Profiles in P6 EPPM ............................................................................. 328
Creating Global Security Profiles ............................................................................................. 329 Global Privilege Definitions ...................................................................................................... 330
Administration Privileges ................................................................................................. 330 Codes Privileges ............................................................................................................... 331 Global Data Privileges ...................................................................................................... 333 Resources Privileges ........................................................................................................ 334 Templates Privileges ........................................................................................................ 335 Tools Privileges for Global Privileges ............................................................................... 336
P6 EPPM Administrator's Guide for Oracle Database
14
Views and Reports Privileges for Global Privileges ........................................................ 337
Defining Project Security Profiles in P6 EPPM ............................................................................. 337
Creating Project Security Profiles ............................................................................................ 338 Project Privilege Definitions ..................................................................................................... 339
Activities Privileges ........................................................................................................... 339 Codes Privileges ............................................................................................................... 339 EPS and Projects Privileges ............................................................................................. 340 Project Data Privileges ..................................................................................................... 342 Related Applications Privileges ....................................................................................... 343 Resource Assignments Privileges .................................................................................... 343 Timesheets Privileges ...................................................................................................... 344 Tools Privileges for Projects ............................................................................................. 344 Views and Reports Privileges for Projects ....................................................................... 345
Configuring Users in P6 EPPM ...................................................................................................... 345
About User Access .................................................................................................................... 346 Working with User Access ........................................................................................................ 347
The Default Admin Superuser.......................................................................................... 347 Creating User Accounts for P6 EPPM .............................................................................. 348 Configuring User Access .................................................................................................. 349
Assigning Associated Resources ..................................................................................... 350 Assigning Global Security Profiles ................................................................................... 350 Module Access Definitions............................................................................................... 351 What Does the Team Member Module Access Enable a User to Access? ................... 353 Assigning Module Access ................................................................................................. 356 Assigning OBS Elements to Users ................................................................................... 357 Assigning Resource Access ............................................................................................. 357 Defining User Interface Views .......................................................................................... 358 Creating User Interface Views ......................................................................................... 358 Assigning User Interface Views ........................................................................................ 360 Changing Passwords ........................................................................................................ 360 Changing User Passwords ............................................................................................... 360
Changing Your Own Password ......................................................................................... 361
Counting Users ................................................................................................................. 361 Tracking Concurrent Usage of P6 EPPM ......................................................................... 362
About the OBS ............................................................................................................................... 362
Working with the OBS .............................................................................................................. 363 Creating an OBS ....................................................................................................................... 364 Assigning OBS Elements and Project Profiles in P6 EPPM .................................................... 365
Assigning Users to an OBS ............................................................................................... 366 Assigning OBS Elements to Users ................................................................................... 366
About the Enterprise Project Structure (EPS) .............................................................................. 367
Working with the EPS ............................................................................................................... 368 Assigning OBS Elements to the EPS ....................................................................................... 370
Defining User Access to Resources in P6 EPPM ......................................................................... 371
Assigning Resource Access ..................................................................................................... 373
Application Settings and Global Enterprise Data in P6 EPPM ...................................................... 375
Working with Application Settings ................................................................................................ 376
Data Limits Page ...................................................................................................................... 377
Contents
15
Earned Value Page ................................................................................................................... 377 General Page ............................................................................................................................ 379 ID Lengths Page ....................................................................................................................... 380 Timesheets Page ...................................................................................................................... 380 Time Periods Page ................................................................................................................... 382
Using Calendars to Define Hours Per Time Period Settings .......................................... 383
Working with Enterprise Data ....................................................................................................... 384
About Currencies ...................................................................................................................... 385 The Base Currency ........................................................................................................... 386 Defining a Base Currency ................................................................................................ 386 Adding a Currency ............................................................................................................ 386
About Financial Periods ........................................................................................................... 387 Creating Financial Periods ............................................................................................... 387 Creating a Financial Period Batch ................................................................................... 388 Deleting a Financial Period .............................................................................................. 389
About Calendars ....................................................................................................................... 390 Creating Global Calendars ............................................................................................... 390 Configuring Global Calendars .......................................................................................... 391 Setting Work Hours Per Time Period for Global Calendars ............................................ 391
Configuring the Standard Work Week for Global Calendars .......................................... 391
Modifying Calendar Days on Global Calendars............................................................... 391
Setting the Default Global Calendar................................................................................ 392
About Overhead Codes ............................................................................................................ 392 Creating Overhead Codes ................................................................................................ 392
About Timesheet Periods ......................................................................................................... 393 Creating Timesheet Periods ............................................................................................. 393
Authentication in P6 EPPM ........................................................................................................... 395
Authentication Modes in P6 EPPM .............................................................................................. 395
Authentication Configuration Process in P6 EPPM ..................................................................... 396
Provisioning LDAP user information for the first time for P6 EPPM ........................................... 397
Configuring P6 Professional for Authentication .......................................................................... 399
Login Procedures and Authentication in P6 EPPM ..................................................................... 399
P6 Progress Reporter Implementation ......................................................................................... 401
P6 Progress Reporter Implementation Process .......................................................................... 401
Configuring Resources to Use P6 Progress Reporter ................................................................. 402
Creating User Accounts for P6 EPPM...................................................................................... 403 Assigning Associated Resources ............................................................................................. 404 Configuring Resource Settings for Timesheet Reporting....................................................... 405 Setting Overtime Policy ............................................................................................................ 406
Timesheets Page ........................................................................................................................... 406
Configuring P6 Progress Reporter ................................................................................................ 408
Working with Timesheet Periods .................................................................................................. 409
Creating Timesheet Periods .................................................................................................... 410
Creating Overhead Codes ............................................................................................................. 410
Accessing P6 Progress Reporter from Client Browsers for the Web Browser Version .............. 411
P6 EPPM Administrator's Guide for Oracle Database
16
Accessing P6 Progress Reporter from Client Browsers for the Java Web Start Version ........... 412
About Timesheet Approval ............................................................................................................ 414
Configuring Access to Timesheet Approval ............................................................................ 414
Appendices ................................................................................................................................... 417
Importing Projects from P3 to P6 Professional ........................................................................... 419
What Causes the P3 Import Option to Be Grayed Our or Send an Error Message? ............ 419 Importing Projects from P3 if You Own a Licensed Copy of P3 or SureTrak ........................ 420 Importing Projects from P3 if You Do Not Own a Licensed Copy of P3 or SureTrak ............ 420 Registering the ra32.dll File .................................................................................................... 421
Prototype User for P6 .................................................................................................................... 423
Creating a Prototype User Configuration for P6 ..................................................................... 423 Creating the Prototype User ............................................................................................. 423 Setting the Default Global Dashboards for the Prototype User ..................................... 424 Setting the Global Preferences for the Prototype User .................................................. 425 Setting the Prototype User ............................................................................................... 425 Removing Module Access for the Prototype User .......................................................... 425
17
Oracle provides comprehensive, multiproject planning and control software, built on
Oracle and Microsoft SQL Server databases for organization-wide project
management scalability. The P6 EPPM solution includes P6, which provides
comprehensive project and resource management, project analysis across the
organization, and allows users to access project management data via the Internet; P6
Progress Reporter, which enables Web-based team communication and time keeping;
and P6 Professional, which provides a client/server connection for P6 EPPM planning-
and scheduling-focused users.
In This Chapter
Layout of the P6 EPPM Administrators Guide ...................................................... 17 P6 EPPM Documentation ......................................................................................... 18
Where to Get Support .............................................................................................. 21
Layout of the P6 EPPM Administrators Guide
This book is a step-by-step guide to installing and configuring P6 EPPM software
components. This manual is organized as follows:
Overview
Provides an overview of P6 EPPM software components, discusses how to plan an
implementation for your organization, and offers an overview of the process of installing
and configuring P6 EPPM software components. Security guidelines are also outlined to
assist you with creating a secure P6 EPPM installation.
Database Installation and Configuration
Provides steps for using a wizard to automate the process of creating the P6 EPPM
database on either Oracle or Microsoft SQL Server and loading application data into the
databases. This part also details how to manually create a database and use a wizard to
automatically upgrade your database from previous versions of P6 EPPM.
Server Installation and Configuration
Provides steps for manually installing and configuring the server-based components of
the P6 EPPM solution, which include P6 and P6 Progress Reporter.
Preface
P6 EPPM Administrator's Guide for Oracle Database
18
Client Installation and Configuration
Describes how to install and configure P6 Professional and an additional component. This
section explains how to:
Install P6 Professional Install an additional component, the P6 SDK (Software Development Kit) Create and run an unattended setup Configure module connectivity to the P6 EPPM database
P6 EPPM Application Administration
Describes how to customize P6 EPPM applications, once installed. Specifically, this
section covers how to:
Set up users and configure security Modify application settings and global enterprise data Set up authentication and provision users Configure P6 Progress Reporter to allow users to record their time in the P6 EPPM
database
Tips
Throughout the P6 EPPM documentation, the Security Guidance icon helps you to
quickly identify security-related content to consider during the P6 EPPM installation and
configuration process. For more information about security guidelines, see Security
Guidance (on page 71).
P6 EPPM Documentation
You can access reference manuals and administrators guides from the P6 EPPM Documentation Center, located in the \Documentation\ folder of the P6
EPPM physical media or download. Most documentation assumes a standard setup of
the product, with full access rights to all features and functions.
Media packs include all files necessary to install P6 EPPM applications, all manuals and
technical documents related to the installation, administration, and use of P6 EPPM
components, and the Quick Install Guide. For information on the contents of the P6 EPPM
Media Pack, see the P6 EPPM Quick Install Guide.
The following table describes documentation publications and lists the recommended
readers by role. P6 EPPM roles are described in Installation Process Overview (on page
23) in the P6 EPPM Administrator's Guide.
Preface
19
Title Description
P6 EPPM
Administrators Guide Explains how to set up the P6 EPPM database, servers,
and components; it also provides an overview of all the
components in the P6 EPPM solution. The guide
describes the procedures required to administer P6
EPPM, including setting up security and configuring
global preferences. The P6 EPPM network
administrator/database administrator and P6
administrator should read this guide.
P6 EPPM User's Guide This guide explains how to plan, set up, and manage
projects in a multiuser environment. If you are new to P6
EPPM, start with this guide to learn how to use the
software effectively to plan and manage projects.
When you need more detail, refer to the P6 Help. The
program manager, project manager, resource/cost
manager, and team leader should read this guide.
P6 Professional Help Explains how to use P6 Professional to plan, set up, and
manage projects in a multiuser environment. If you are
new to P6 Professional, use this Help to learn how to use
the software effectively to plan and manage projects.
The P6 Professional administrator, program manager,
project manager, resource/cost manager, and team
leader should read this Help.
P6 Help Describes how to create, manage, plan, and schedule
projects, group projects into portfolios, administer all
enterprise data, application settings, user accounts,
and security profiles, maintain both the organizational
breakdown structure (OBS) and enterprise project
structure (EPS), manage resources and roles, track risks,
issues, and notebooks, create and reuse templates,
evaluate budgets, analyze performance and ROI for
project portfolios, participate in workflows and
document reviews, approve timesheets, and generate
reports. The operations executive, P6 EPPM and P6
administrator, program manager, project manager,
resource/cost manager, and team leader should read
this Help.
P6 Progress Reporter
Administrator Help
Describes how to enter database connection
information for the P6 Progress Reporter server and
modify P6 Progress Reporter server and application
settings. The P6 EPPM network administrator/database
administrator should read this Help.
P6 EPPM Administrator's Guide for Oracle Database
20
Title Description
P6 Progress Reporter
Help
Describes how to use P6 Progress Reporter to enter and
update time spent on assignments. Team members
should read this Help.
Primavera Timescaled
Logic Diagram Help
Describes how to create, modify, and manage
Timescaled Logic Diagrams. Timescaled Logic Diagrams
condense the project schedule displayed in the Gantt
Chart into a more readable, easier to understand
format that provides a snapshot of the entire project
plan and the chains of activities that drive the project
schedule.
P6 Integration API
Administrators Guide Explains how to install and configure the P6 Integration
API, which allows direct access to P6 EPPM via Java.
Those creating client code in Java and needing direct
access to the P6 EPPM database should read this guide.
P6 Web Services
Administrators Guide, P6 Web Services
Programmers Guide, and P6 Web Services
Reference Manual
Explains how to install and configure P6 Web Services,
which enables organizations to seamlessly integrate P6
EPPM functionality into other applications using web
services standards. The P6 Web Services Programmers Guide, available as an HTML help system, describes
how to invoke, use, and troubleshoot the available
services/operations within supported environments. The
P6 Web Services Reference Manual, also available as
an HTML help system, describes all services and
operations available in P6 Web Services in a
comprehensive manner.
P6 SDK Web-based
documentation
Describes how to use the P6 SDK to connect to the P6
EPPM database. The tables, fields, and stored
procedures that you can access through the P6 SDK are
described. Examples are also provided to show how
you can use the P6 SDK to perform several basic tasks,
such as creating a new project or assigning a resource
to a project activity. The P6 EPPM network
administrator/database administrator and P6
administrator should read this documentation, which is
available in local drive\Program
Files\Oracle\Primavera P6 Professional\PMSDK\Doc\
by default. Double-click the INDEX.HTML file to open the
Table of Contents.
P3 to P6 EPPM
Migration Guide
This guide provides best practices for migrating your P3
data to P6 EPPM, and details how P3 functionality maps
to P6 EPPM functionality.
Preface
21
Title Description
P6 Reporting Database
Administrators Guide This document explains how to install and configure the
P6 Reporting Database application, and generate the
ODS database. It describes how to install and configure
the Oracle Gateway if the P6 Reporting Database is
installed on a Microsoft SQL Server. It also provides
information about how to run the Configuration Utility
P6 Reporting Database
Users Guide Provides information about using ODS and Star (if you
purchased P6 Analytics) with the P6 EPPM database to
extract data that you can use to create reports.
P6 Analytics
Administrators Guide This guide explains how to install and configure P6
Analytics, and how to generate Operational Data Store
(ODS) and Star Schema Database (Star) databases.
P6 Analytics Users Guide
This guide explains how to use Operational Data Store
(ODS) and Star Schema Database (Star) to extract data
for use in creating reports through the Oracle Business
Intelligence Suite.
Distributing Information to the Team
You can copy the online documentation to a network drive for access by project
participants. Each team member can then view or print those portions that specifically
relate to his or her role in the organization.
Where to Get Support
If you have a question about using Oracle Primavera products that you or your network
administrator cannot resolve with information in the documentation or help, go to:
http://www.oracle.com/us/support/index.html
This page provides the latest information on contacting Oracle Global Customer Support
and the support renewals process.
Go to http://download.oracle.com/docs/cd/E17266_01/index.htm for the latest updates
to the P6 EPPM 8.0 Documentation library.
23
This chapter describes the components that make up the P6 EPPM solution and reviews
the installation and configuration process.
In This Chapter
About Oracle Primavera P6 Enterprise Project Portfolio Management ............ 23
Working with Oracle Primavera P6 Enterprise Project Portfolio Management Suite
..................................................................................................................................... 25
P6 EPPM Release 8 New Feature Summary ........................................................... 33
Who Should Help with the Installation? ................................................................. 59
Installation Process Phases ....................................................................................... 60
About Oracle Primavera P6 Enterprise Project Portfolio Management
Oracle Primavera P6 Enterprise Project Portfolio Management (P6 EPPM) is a robust and
easy-to-use integrated solution for globally prioritizing, planning, managing, and
executing projects, programs, and portfolios. It optimizes role-specific functionality to
satisfy each team member's needs, responsibilities, and skills. It provides a single solution
for managing projects of any size, adapts to various levels of complexities within a
project, and intelligently scales to meet the needs of various roles, functions, or skill levels
in your organization and on your project team.
Thousands of companies rely on P6 EPPM to:
Plan, schedule, and manage the right strategic mix of projects Make informed project, cost, and resource management decisions Enhance team collaboration and workflow productivity Maximize each project contributor's skills and responsibilities Track progress and optimize capacity for maximum profitability Deliver programs and projects on time and within budget Share data with human capital, financial management, and enterprise resource
planning systems
Actual deployments require a variety of databases, servers, applications, and supporting
technologies. Review the topics below to get a general understanding of the primary
components of the suite:
About P6 (on page 27) About P6 Professional (on page 28) About P6 Reporting Database (on page 30)
Installation Process Overview
P6 EPPM Administrator's Guide for Oracle Database
24
About P6 Progress Reporter (on page 29) About the P6 Integration API (on page 32) About P6 Web Services (on page 32) About Oracle BI Publisher and the OBIEE Platform (on page 29) About P6 Analytics (on page 30) About the Oracle Business Process Management Suite (on page 29) About Oracle Universal Content Management (on page 32)
P6 EPPM also integrates with many other optional Oracle solutions such as Contract
Management, Oracle Risk Analysis, Oracle PPM, and Cost Manager.
Installation Process Overview
25
Working with Oracle Primavera P6 Enterprise Project Portfolio Management Suite
Depending on your organization's specific deployment, P6 EPPM generally consists of the
applications, functions, and databases depicted below.
Applications:
P6: Most users will rely almost exclusively on the P6 web application running in a standard
web browser. Simply termed P6, it is the primary interface for administering and
managing projects.
P6 EPPM Administrator's Guide for Oracle Database
26
P6 Professional for EPPM: The P6 web application is the main interface for all project
management functionality; however, you can also use the optional P6 Professional
software to take advantage of its core project planning and scheduling functionality.
The P6 Professional application and its features, including the built-in TSLD viewer, run on
the Microsoft Windows operating system.
P6 Progress Reporter: P6 EPPM includes the P6 Progress Reporter integrated timesheet
entry software. Resources use P6 Progress Reporter to record their time spent working on
assignments via electronic timesheets, and approving managers use P6 to review and
approve them.
P6 Integration API: A Java-based application programming interface (API) enabling your
P6 EPPM deployment to interface with other components and systems.
P6 Web Services : P6 Web Services is an integration technology that extends P6 business
objects and functionality. Based on open standards including SOAP, XML and WSDL, P6
Web Services enables developers to leverage standard interfaces to create integrated
software solutions that interoperate with a wide variety of enterprise software
applications running on a diversity of hardware and operating system platforms.
P6 Analytics: An optional integrated dynamic reporting tool with advanced visual
features, including dashboards.
Functionality (included with P6 EPPM):
Core Enterprise Functionality: Use P6 for all of the following core enterprise functionality:
Administration and Enterprise Data: Administer user accounts, preferences, views,
application settings, and enterprise data.
Project, Port