Installing & Managing Databases with P6 Pro 8.2 February Februar y, 2012 Don McNatty Certified P6 Trainer/Consultant
Thank you for joining today’s technical webinar •
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Mute – all call call in phones phones are automatically automatically muted muted in order to preserve the quality of the audio for all attendees Questions Questions – during the session, session, questions questions can be submitted through the Questions Box on the right side of the scree screen n . We will will tr to addre address ss our uesti uestion ons s at the end of the presentation, time permitting. Follow up – all registrants registrants will receive receive an Excel file listing all questions and responses along with a link to the recorded webinar.
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Thank you for joining today’s technical webinar •
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•
Mute – all call call in phones phones are automatically automatically muted muted in order to preserve the quality of the audio for all attendees Questions Questions – during the session, session, questions questions can be submitted through the Questions Box on the right side of the scree screen n . We will will tr to addre address ss our uesti uestion ons s at the end of the presentation, time permitting. Follow up – all registrants registrants will receive receive an Excel file listing all questions and responses along with a link to the recorded webinar.
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Safe Harbor •
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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 ex lore new aths and technolo ies usuall 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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[email protected] Tel. 877.367.7990
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Agenda •
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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 •
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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 confi uration 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 –
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Local DB does not require P6 Web for Administration Does not include any P6 Web Oracle tools –
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Single installation – runs standalone, groups or connects to P6 EPPM (web)
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 8.2 P6 Professional – –
P6 EPPM – –
Supports: stand alone, work groups AND EPPM
Includes: P6 Web and P6 Pro client
End Users using P6 Web client
Stand alone or off-line mode for P6 off-
Local P6 PMDB
P6 PMDB
End Users using P6 Professional
$2,750
End Users using P6 Professional with local database
End Users using P6 Professional
Import/Export
P6 PMDB
End Users using P6 Professional
End Users using P6 Professional
$2,500 8
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 8.2
• 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. 9
Previous Features in P6 Professional r8.1 •
Redesigned interface –
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HTML editor –
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New toolbars replace previous toolbars Icons and symbols have been “updated” Toolbars and menus can be customized Tabbed window layouts Tile windows 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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Previous Features in P6 Professional r8.1 •
Set Page Breaks by Group Band –
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Timescaled Logic Diagram –
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Set page breaks by Group band From the Activities Window – run an external application for open projects to produce traditional Primavera Timescaled Lo ic dia rams
Option to email when printing a report –
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Single or batched reports can be emailed as HTML reports Only works on P6 Pro Reports, not on Layouts.
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Previous Features in P6 Professional r8.1 •
Activity Details Feedback Tab Enhanced –
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Add activity specific messages or feedback that other users can view and comment back on.
Enhanced Risks –
Risks can be assigned to activities
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Display calculated Score Risk Categories and hierarchical view
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What was removed from P6 Pro 8.1? •
Methodology Manager/Project Architect –
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No longer supported in P6 Pro (or P6 (web))
Progress Reporter (Timesheets) –
Only available in P6 (web)
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Top Down Estimation
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New Features in P6 Professional r8.2 •
Enhanced Microsoft Project Integration –
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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
mesca e
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og c
agram n ancements
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? –
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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 nyone e se can m gra e ca your oca ep 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
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P6 Pro 8.2 – Getting the software •
Sign in or Sign Up
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P6 Pro 8.2 – Getting the software
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Agree to the Terms & Conditions Then click on “Continue”
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P6 Pro 8.2 – Getting the software
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Select a Product Pack (Primavera) And a Platform Click “Go”
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P6 Pro 8.2 – Getting the software •
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Select P6 Professional… R8.2 Media Pack Double-click
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P6 Pro 8.2 – Getting the software
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For local installs –
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Applications Database Setup Documentation
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P6 Pro 8.2 – Installing the software Save the Zip files to your Downloads folder…
(Here’s what’s in the Zip files…)
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P6 Pro 8.2 – Installing the software Open the Zip files with WinZip and drag the folder to your Downloads or a folder of your choice.
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P6 Pro 8.2 – Installing the software Open the “P6_R82_Documentation folder and click the Readme file”…
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P6 Pro 8.2 – Installing the software
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? • • 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 software Open the Index file to access the Documentation Library for 8.2
Select Administrators Guide
Select the MS SQL Guide…
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P6 Pro 8.2 – Installing the software
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) Select your Database type. 1.
Click the button to “Install a new database”
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Select MS-SQL or Oracle for the “Server Type” (You must have preinstalled the database server and it must be running).
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Click “Next”
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P6 Pro 8.2 – Installing the software Enter the DBA password that was defined when MS-SQL was installed. 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.
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Database host is either your local “ ”.
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Normally you would accept the default port number (see your local IT support).
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Click “Next”
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P6 Pro 8.2 – Installing the software Give your new database a name 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.
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All other fields will automatically populate.
10. Click “Next”
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P6 Pro 8.2 – Installing the software Give your new database a name 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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P6 Pro 8.2 – Installing the software Give your new database a name 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”. . needed. 18. Click “Install”
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P6 Pro 8.2 – Installing the software Create the database… 19. P6 creates the database
20. Click “Next” to create another database or “Finish”.
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P6 Pro 8.2 – Installing the software
Open the “Client_Applications” folder and double click “Setup” and then click “Run”…
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P6 Pro 8.2 – Installing the software R8.2 Setup Wizard 1.
Click “Next”.
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P6 Pro 8.2 – Installing the software Select type of installation 2.
Select “Typical” if you are going to use a local or server based MS-SQL database.
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If you select “Standalone” P6 will install a local Oracle Express database and you will be limited to only one local database.
, 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.
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P6 Pro 8.2 – Installing the software P6 will install the software…
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Click “Install” to begin installing the software.
P6 will show status while installing. Click “Next” when complete.
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P6 Pro 8.2 – Installing the software Provide database information… 6.
Select MS SQL for the “Driver Type”
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Use “Localhost” for the local MS SQL server name.
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Type the name of the database you previously created.
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P6 Pro 8.2 – Installing the software Enter the password… 9.
Use the default “pubuser” for Username and Password (privuser also works), unless it was changed on database setup.
pubuser
10. Click “Next”.
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P6 Pro 8.2 – Installing the software P6 tests the connection… 11. If the connection was unsuccessful, either the database does not exist or an incorrect password was used.
You’re Finished!
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