Installing & Managing Databases with P6 Pro 8.2 February, Don McNatty Certified P6 Trainer/Consultant

Transcription

1 Installing & Managing Databases with P6 Pro 8.2 February, 2012 Don McNatty Certified P6 Trainer/Consultant

2 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. 2

3 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. 3

4 Twenty-five + years experience with Primavera 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 dmcnatty@drmcnatty.com Tel

5 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 5

6 P6 Professional Release 8.2 P6 Pro 8.2 was released the end of December 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. 6

7 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 7

8 P6 Professional 8.2 P6 EPPM Includes: P6 Web and P6 Pro client End Users using P6 Web client Stand alone or off-line mode for P6 P6 Professional Supports: stand alone, work groups AND EPPM End Users using P6 Professional with local End Users using database P6 Professional Local P6 PMDB P6 PMDB Import/Export P6 PMDB End Users using End Users using P6 End Users using P6 Professional Professional P6 Professional $2,750 $2,500 8

9 8.2 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. 9

10 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) 10

11 Previous Features in P6 Professional r8.1 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 Timescaled Logic diagrams Option to when printing a report Single or batched reports can be ed as HTML reports Only works on P6 Pro Reports, not on Layouts. 11

12 Previous Features in P6 Professional r8.1 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 12

13 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 13

14 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 14

15 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 15

16 P6 Pro 8.2 Getting the software Go to edelivery.oracle.com 16

17 P6 Pro 8.2 Getting the software Sign in or Sign Up 17

18 P6 Pro 8.2 Getting the software Agree to the Terms & Conditions Then click on Continue 18

19 P6 Pro 8.2 Getting the software Select a Product Pack (Primavera) And a Platform Click Go 19

20 P6 Pro 8.2 Getting the software Select P6 Professional R8.2 Media Pack Double-click 20

21 P6 Pro 8.2 Getting the software For local installs Applications Database Setup Documentation 21

22 P6 Pro 8.2 Installing the software Save the Zip files to your Downloads folder (Here s what s in the Zip files ) 22

23 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. 23

24 P6 Pro 8.2 Installing the software Open the P6_R82_Documentation folder and click the Readme file 24

25 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? 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 25

26 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 26

27 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 27

28 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. 28

29 P6 Pro 8.2 Setting up your database(s) Select your Database type. 1. Click the button to Install a new database 2. Select MS-SQL or Oracle for the Server Type (You must have preinstalled the database server and it must be running). 3. Click Next 29

30 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. 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 30

31 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. 9. All other fields will automatically populate. 10. Click Next 31

32 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 32

33 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. 17. Change the default Currency if needed. 18. Click Install 33

34 P6 Pro 8.2 Installing the software Create the database 19. P6 creates the database 20. Click Next to create another database or Finish. 34

35 P6 Pro 8.2 Installing the software Open the Client_Applications folder and double click Setup and then click Run 35

36 P6 Pro 8.2 Installing the software R8.2 Setup Wizard 1. Click Next. 36

37 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. 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. 37

38 P6 Pro 8.2 Installing the software P6 will install the software 4. Click Install to begin installing the software. 5. P6 will show status while installing. Click Next when complete. 38

39 P6 Pro 8.2 Installing the software Provide database information 6. Select MS SQL for the Driver Type 7. Use Localhost for the local MS SQL server name. 8. Type the name of the database you previously created. 39

40 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. 40

41 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! 41

42 Oracle Primavera NEW FEATURES DEMO

43 Upcoming Events March 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 OAUG Collaborate 2012, Primavera Users Group Forum in Las Vegas, NV May 4, 2012 CMAA Breakfast of Champions TCTC & SANDAG, Pomona, CA 43

44 Questions? Don McNatty Principal Consultant T. (877) x4053 E. W. 32