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Installing and Managing Database with P6 Pro 8.2Monthly Tech Webinar Series - February 2012

Toll Free; (877) 367-7990Web: www.drmcnatty.com

Copyright 2012 by D. R. McNatty & Associates, Inc.26300 La Alameda, Ste. 260 Mission Viejo, CA 92691 Page: 1

Installing & Managing Databases with P6 Pro 8.2February, 2012

Don McNattyCertified P6 Trainer/Consultant

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Thank you for joining today’s technical webinar

• Mute – all call in phones are automatically muted in order to preserve the quality of the audio for all attendees

• Questions – during the session, questions can be submitted through the Questions Box on the right side of the screen . We will try to address your questions at the end of the presentation, time permitting.

• Follow up – all registrants will receive an Excel file listing all questions and responses along with a link to the recorded webinar.

http://www.drmcnatty.com




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Safe Harbor

• The statements made in this technical presentation are based on our current knowledge of the tools.

• Our statements should not be construed to be an official “Oracle perspective”, but are intended to be the sharing of technical and user knowledge gained as we explore new paths and technologies, usually in advance of our clients.

• Our statements should not be construed as in conflict with any Oracle statement, as the Oracle statement may be based on more current knowledge than is available to us.

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• Oracle Primavera Software• Oracle Certified Training• Oracle Certified Implementation Support• Project support services – administrators, schedulers

• Managed Hosting Services• Primavera Portfolios, P6, P6 Pro, Contract Management, Risk • Hard Dollar, Acumen Fuse, Ecosys, MS Dynamics…• Subscription based Oracle|Primavera utilities

Tel. [email protected]

Twenty-five + years experience with Primavera


mailto:[email protected]




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Agenda

• P6 Professional Release 8.2• New features in Pro 8.2 • How to get the software• Setting up your database(s)• Installing P6 Pro 8.2• New Features Demo• Questions

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P6 Professional Release 8.2

• P6 Pro 8.2 was released the end of December 2011.• With 8.2, P6 Pro returns to a single Windows

environment for both the standalone P6 Pro and the “P6 Windows client” that connects to the EPPM server.

• This new configuration resolves issues related to working online with an EPPM database as well as providing the flexibility to work offline and standalone.

• The purpose of this document is to help you both access and install P6 Pro as well as manage your local databases using MS-SQL Express.





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P6 Professional Release 8.2

• Stand alone, networked groups or connect to web– Single installation – runs standalone, groups or connects to

P6 EPPM (web)

• Local DB does not require P6 Web for Administration• Does not include any P6 Web Oracle tools

– BI Publisher, BPM Workflows, UCM

• Scheduling tool for professional schedulers• Enhanced MS Project (2010) import/export• Line Numbering for Layouts• Enhancements to Timescaled Logic Diagram

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P6 Professional –Supports: stand alone, work groups

AND EPPM

P6 EPPM –Includes: P6 Web and P6 Pro client

P6 PMDB

End Users using P6 Professional

End Users using P6 Web client

P6 PMDB




Import/Export

Stand alone or off-line mode for P6

End Users using P6

Professional with local database

Local P6 PMDB

P6 Professional 8.2

$2,750 $2,500





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Types of deployments for types of users• P6 EPPM (Web)

• For casual users and collaborators (update a schedule, Issues, Risks, Documents, Dashboards, Reports)• “Enterprise”, programs, regional offices, large projects

• P6 Professional connected to EPPM (Web)• For professional schedulers on any level of project where the

“schedule” always resides within the central database

• P6 Professional connected to a server (Work Group)• For professional schedulers working on programs, regional

offices, large projects and groups where you do not need web

• P6 Professional stand-alone• For professional schedulers who need to work off-line or want

the option for Work Group connected or off-line use.

8.2

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Previous Features in P6 Professional r8.1

• Redesigned interface– New toolbars replace previous toolbars– Icons and symbols have been “updated”– Toolbars and menus can be customized– Tabbed window layouts– Tile windows

• HTML editor– Enhances note formatting

• Auto-reorganization– Enable or disable automatic reorganization of grouped data

by window (used to be a User Preferences setting)





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• Set Page Breaks by Group Band– Set page breaks by Group band

• Timescaled Logic Diagram– From the Activities Window – run an external application for

open projects to produce traditional Primavera TimescaledLogic diagrams

• Option to email when printing a report– Single or batched reports can be emailed as HTML reports– Only works on P6 Pro Reports, not on Layouts.

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• Activity Details Feedback Tab Enhanced– Add activity specific messages or feedback that other users

can view and comment back on.

• Enhanced Risks– Risks can be assigned to activities– Risks View is redesigned with new Details Tabs– Display calculated Score– Risk Categories and hierarchical view





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What was removed from P6 Pro 8.1?

• Methodology Manager/Project Architect– No longer supported in P6 Pro (or P6 (web))

• Progress Reporter (Timesheets)– Only available in P6 (web)

• Check Project Integrity• Top Down Estimation

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New Features in P6 Professional r8.2

• Enhanced Microsoft Project Integration– XML import can now update an existing P6 project.– Export/import XML 2010 with P6

• Line Numbering– Add line numbers to each row in Activities View layouts

• Timescaled Logic Diagram Enhancements– Save and apply multiple filters with templates– Vertical sight lines– Activity coloring based on activity codes– Group by User Defined Fields– Loads faster





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P6 Pro 8.2 – Getting the Software

• Who can download?– Anyone who purchased P6 after the Oracle merger

and has current “Maintenance” – Upgrade– Anyone who purchased P5/6 “Level 4” before the

merger and has current “Maintenance” – Upgrade– Anyone else can migrate (call your local Rep)– Anyone can download as a “Trial Version” and use

for 30 days

https://edelivery.oracle.com/

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P6 Pro 8.2 – Getting the software

• Go to edelivery.oracle.com


https://edelivery.oracle.com/




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• Sign in or Sign Up

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• Agree to the Terms & Conditions

• Then click on “Continue”





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• Select a Product Pack (Primavera)

• And a Platform

• Click “Go”

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• Select P6 Professional… R8.2 Media Pack

• Double-click





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• For local installs– Applications– Database Setup– Documentation

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Save the Zip files to your Downloads folder…

P6 Pro 8.2 – Installing the software

(Here’s what’s in the Zip files…)





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Open the Zip files with WinZip and drag the folder to your Downloads or a folder of your choice.

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Open the “P6_R82_Documentation folder and click the Readme file”…





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Decision time…• Do you want to run a single database?

• Do the Standalone Installation using the Oracle Express DB

• Do you need to run multiple local databases?• Do you have local MS SQL databases to be upgraded?• Do you have local IT support?

• Create an initial MS SQL Express database• Do the Client Installation using MS SQL Express DB

• Do you want to be able to run local and connect to an EPPM (web) DB?• You can do either a Standalone or a Client Installation

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P6 Pro 8.2 – Installing the softwareOpen the Index file to access the Documentation Library for 8.2

Select Administrators Guide

Select the MS SQL Guide…





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We highly recommend that you read the instructions for the installation you will do, you may find something useful…

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P6 Pro 8.2 – Setting up your database(s)Create a new 8.2 database

Go to the folder where you unzipped the Database Zip file you downloaded and double click on “dbsetup.bat”.





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P6 Pro 8.2 – Setting up your database(s)

1. Click the button to “Install a new database”

2. Select MS-SQL or Oracle for the “Server Type” (You must have pre-installed the database server and it must be running).

3. Click “Next”

Select your Database type.

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4. The default MS-SQL DBA user name is “SA”, enter the DBA password that was defined by your IT staff when MS-SQL was installed. If you do not know these values you must contact the person who installed MS-SQL on your computer.

5. Database host is either your local computer name or use “localhost”.

6. Normally you would accept the default port number (see your local IT support).

7. Click “Next”

Enter the DBA password that was defined when MS-SQL was installed.





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8. Give the database a name. I always use “PMDB” as the first four characters because this is the Primavera default and helps you identify your P6 databases within you MS-SQL database server.

9. All other fields will automatically populate.

10. Click “Next”

Give your new database a name

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11. Check both boxes for “privuser” and “pubuser”

12. The “privuser” password default is “privuser” (could be different if changed by your IT staff).

13. Select “Use Public User”. No password required.

14. Click “Next”






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15. Create an Administrator password for logging into P6. The default name and password are “admin”. This may have been changed by your IT installation.

16. If you are creating a blank database for P6 schedules, be sure to uncheck “Load sample data”.

17. Change the default Currency if needed.

18. Click “Install”


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19. P6 creates the database

Create the database…

20. Click “Next” to create another database or “Finish”.





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Open the “Client_Applications” folder and double click “Setup” and then click “Run”…

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1. Click “Next”.

R8.2 Setup Wizard





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2. Select “Typical” if you are going to use a local or server based MS-SQL database.

3. If you select “Standalone” P6 will install a local Oracle Express database and you will be limited to only one local database.

Either way, you will be able to connect to a EPPM server.

P6 will know if it is to have P6 Pro functionality (full local admin rights) or P6 EPPM client functionality (all admin done in the web tool) by which type of database you connect to.

Select type of installation

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4. Click “Install” to begin installing the software.

P6 will install the software…

5. P6 will show status while installing. Click “Next” when complete.





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6. Select MS SQL for the “Driver Type”

Provide database information…

7. Use “Localhost” for the local MS SQL server name.

8. Type the name of the database you previously created.

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9. Use the default “pubuser” for Username and Password (privuser also works), unless it was changed on database setup.

Enter the password…

10. Click “Next”.

pubuser





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11. If the connection was unsuccessful, either the database does not exist or an incorrect password was used.

P6 tests the connection…

You’re Finished!

NEW FEATURES DEMOOracle|Primavera





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Upcoming Events

• March 15 - 18 AACEI – San Francisco, Western Winter Workshop in Tahoe, California

• March 30, 2012 – AGC NY, BIM 101, Cornell Club, 6 East 44th Street, NY, NY

• April 14, 2012 – AACE International Leadership Conference in Washington, DC

• April 22 - 26 – OAUG Collaborate 2012, Primavera Users Group Forum in Las Vegas, NV

• May 4, 2012 – CMAA Breakfast of Champions – TCTC & SANDAG, Pomona, CA

Questions?

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Don McNattyPrincipal Consultant

T. (877) 367-7990 x4053E. [email protected]

W. www.drmcnatty.com


mailto:[email protected]
