WORKING WITH DATABASES IN P6 PROFESSIONAL 15.1 Adam Baker & Dan Beck June 17, 2015 DRM June 2015 Technical Webinar



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WORKING WITH DATABASES IN P6 PROFESSIONAL 15.1 Adam Baker & Dan Beck June 17, 2015 DRM June 2015 Technical Webinar 1

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

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 is likely made based on more current knowledge than is available to us. 3

Oracle Primavera Software, Authorized Cloud Distributor Oracle Primavera Certified Implementation Specialists Custom Integration, Analytics and Dashboard Utilities Project Support Services and Partnering Global, dedicated environment hosting services Primavera OPPM, P6 EPPM, P6 Pro, Primavera Unifier, Contract Management, BI Publisher, UCM/Sharepoint, P6 Risk, AutoVue and Analytics Hard Dollar, HCSS, Acumen Fuse, Ecosys, Prism G2, US Cost, Microsoft Global Data Centers in USA, London, Singapore and Brisbane 4

Abstract Working with Databases in P6 Pro 15.1 With the release of P6 15.1 Oracle has replaced the local database Oracle Express with Oracle SQLite. SQLite has some limitations with P6 Pro including no access to Claim Digger. We've always been fans of using MS SQL Express for local installs rather than Oracle Express. Not only is MS SQL Express free, it supports multiple databases on local installations with no sacrifice in functionality. We will review the positives and negatives of each choice and walk through the process for installing P6 Pro with the local (SQLite) database and also configuring it to run with MS SQL Express 2012. 5

Working with Databases in P6 Pro 15.1 Agenda Overview of P6 Pro 15.1 Databases Installing P6 Professional 15.1 with SQLite Download and Install MS SQL Express 2012 Configuring MS SQL Express and P6 Pro 15.1 Migrate existing databases to 15.1 Summary Questions 6

Overview of P6 Pro 15.1 Databases Supported local databases Oracle SQLite Oracle Express (P6 8.2, 8.3). If you have previous version it will run with 15.1. MS SQL Express (2005, 2008, 2012) Supported group (server) databases Oracle 11, 12 MS SQL 2005, 2008, 2012 P6 Pro can also connect to P6 EPPM databases Direct connection across a LAN or WAN P6 Pro Cloud Connect 7

Installing P6 Pro 15.1 with Oracle SQLite Download Software www.edelivery.oracle.com May 2015 DRM Tech Webinar: www.drmcnatty.com/webinars-2/ Unzip into folders Typical Installation using Oracle SQLite Limitations of Oracle SQLite 8

Databases Support by P6 Professional 15.1 Compression Server Oracle EPPM MS SQL Cloud Connect + Direct connect to EPPM - Administration and Global data removed for P6 Pro - Latency increases as users increase + Free + Full function of P6 Pro - Can be difficult to install - Single database Oracle Express + Full function of P6 Professional + Free + Multiple databases - Manual, complex installation - Manually configure Alias s P6 Professional 15.1 MS SQL Express MS SQL Express Oracle SQLite Oracle SQLite + Free + Easy installation + Multiple databases + Share db: copy from Documents folder - No ClaimDigger* - No Check-In/Check-out* - No XML import* - No Update Baseline* - No Administration for multiple users * Additional functionality expected to be re-added through Service Packs. 9

Installing P6 Pro with Oracle SQLite Go to the P6 Pro software folder and click on Setup 10

Choose Setup Type: Installing P6 Pro with Oracle SQLite Typical - This option is to install or upgrade only the P6 Professional application for use with an existing EPPM or Professional Database. The P6 Professional Standalone Database is included. Any existing standalone database will be upgraded to the latest version Advanced Do not go here unless you know why you might want the schema and administrative functionality on a local machine Click Next 11

Installing P6 Pro with Oracle SQLite Click Install to begin the installation Click Install 12

Installing P6 Pro with Oracle SQLite Select the type of Database to setup with the installation of P6 Pro V 15.1 13

Installing P6 Pro with Oracle SQLite Click Next 14

Installing P6 Pro with Oracle SQLite Click Next 15

Installing P6 Pro with Oracle SQLite Stand-alone database file Here you can select the location of the database on your local computer. Remember that SQL Lite supports multiple stand alone databases. 16

Installing P6 Pro with Oracle SQLite Standalone database file! Click Back 17

Installing P6 Pro with Oracle SQLite The new SQL Lite database alias is now available to select when logging into P6 Professional 18

Download and install MS-SQL database for P6 Five distinct steps are required Download MS-SQL Install MS- SQL Configure MS-SQL Create P6 database Configure P6 Alias P6 19

Download/Install MS SQL Express 2012 http://www.microsoft.com/en-us/download/details.aspx?id=29062 Click Download MS SQL Express is free. 20

Download MS-SQL Express 2012 Download the file version with tools ( WT ). 21

Download and install MS-SQL database for Install the database next P6 Download MS-SQL Install MS- SQL Configure MS-SQL Create P6 database Configure P6 Alias P6 22

Install MS-SQL Express 2012 Double click on SQLEXPRWT_x64_ENU.EXE. 23

Install MS-SQL Express 2012 Click to do a stand alone install of MS-SQL server. 24

Install MS-SQL Express 2012 As always you have to accept the license terms to move on Click Next Click Next 25

Install MS-SQL Express 2012 The server installs Click Next 26

Install MS-SQL Express 2012 The installation runs Selected Named Instance and typed in the name SQLExpress Click Next 27

Install MS-SQL Express 2012 Installation continues I accepted the default value Click Next 28

Install MS-SQL Express 2012 Be sure to write down your password Click Next Click Next 29

Install MS-SQL Express 2012 Installation process continues 30

Install MS-SQL Express 2012 Installation complete. 31

Download and install MS-SQL database for P6 Then you need to configure the MS-SQL database Download MS-SQL Install MS- SQL Configure MS-SQL Create P6 database Configure P6 Alias P6 32

Configure MS-SQL Browse to SQL Configuration Manager Double Click to open Expand SQL Server Network Configuration Click on Protocols for SQLEXPRESS 33

Configure MS-SQL Right click on Named Pipes and click Enable Right click on TCP/IP Go to Properties 34

Configure MS-SQL TCP/IP Properties dialog opens Click on IP Addresses Change Enabled to Yes Be sure TCP Port is set to 1433 35

Configure MS-SQL Click on SQL Server Services Click on SQL Server (SQLEXPRESS) Restart the SQL Server Then restart your computer 36

Download and install MS-SQL database for P6 Then, create the P6 database instance Download MS-SQL Install MS- SQL Configure MS-SQL Create P6 database Configure P6 Alias P6 37

Create MS-SQL P6 Database Double click on dbsetup.bat Click Next to create a new Microsoft SQl Server 38

Create MS-SQL P6 Database Enter the MS-SQL DBA password Give your database a name Click Next Click Next 39

Create MS-SQL P6 Database Critical step, 40

Create MS-SQL P6 Database Set up privuser Click Next Check both boxes for privuser and pubuser Default password for privuser is privuser (could be different if changed on initial P6 install) No password is required for pubuser 41

Create MS-SQL P6 Database User name and password dialog opens Click Install Create a password for the Administrator. The default name and password are admin. If creating a blnak database be sure to uncheck Load Sample Data. 42

Create MS-SQL P6 Database The installation process creates the database 43

Create MS-SQL P6 Database Click Next when complete Click Next to create another database Click Finish if done 44

Download and install MS-SQL database for P6 And finally, configure an alias to link to P6 Download MS-SQL Install MS- SQL Configure MS-SQL Create P6 database Configure P6 Alias P6 45

Configure MS-SQL P6 Alias Run the P6 Database Configuration module Double Click to open Click Next 46

Configure MS-SQL P6 Alias Click to Create a new database alias Type a database alias Click Next Click Next 47

Configure MS-SQL P6 Alias Enter the Host and Database name You may need to check the full Host Name in MS SQL Server Management Studio Click Install 48

Configure MS-SQL P6 Alias Enter Privuser name and password Click Next Click Next 49

Configure MS-SQL P6 Alias Always hold your breath for this screen to appear The alias is now available in P6 Click Finish 50

Migrate Existing databases to 15.1 Run dbsetup.bat (not migrate.bat) Click Next 51

Migrate Existing databases to 15.1 Remembering your correct password is key to this screen! DonsSurfacePro\SQLExpre Click Upgrade 52

Migrate Existing databases to 15.1 Migration process runs Click Next 53

Migrate Existing databases to 15.1 Migration process complete Click Next to return to migration screen and migrate another database. Click Finish if you are done migrating databases. 54

Recap of MS-SQL Installation MS SQL is a multi-step process MS SQL databases provide: Multiple database support No loss of P6 functionality MS SQL database require following steps Download and install MS SQL 2012 Configure MS SQL Server Create a P6 database with dbsetup.bat Create a P6 Alias to open with P6 55

Summary You have multiple database options Oracle SQLite is the easiest to install Some loss of P6 functionality Real easy to copy and send the database MS SQL database is a more complex setup No Loss of P6 functionality More difficult to send full database to someone else You can continue to use Oracle Express db You need to migrate the database to 15.1 56

July 2015 Webinar: July 22, 2015 Upcoming Events Abstract:Forover 25 years the DRMcNattyteam has focused on providing project management and control solutions that "simply work" for all of our clients. While Primavera has provided the market standard for program and project scheduling for many years, P6 has evolved to be much more focused on large "enterprise" environments, especially those who have standardized on Oracle products. This has created a void in the overall market for organizations that do not standardize on Oracle, do not need an "enterprise level" solution or just want to be able to concentrate on the project schedule and not have to deal with unwanted features and functionality. AstaPowerprojectprovides a very powerful solution that gives up nothing in functionality, has more "scheduler desired" features, more convenient licensing options and most of all, an easy to use interface that is easy to understand and monitor. This presentation will focus on the use of AstaPowerprojectfrom the perspective of a contractors scheduler who must meet the needs of their own organization as well as comply with common schedule submittal requirements in a "P6 world". A future webinar will focus on the use of AstaPowerprojectfrom the perspective of a project controls team for a small to medium size agency. Presenter: Don McNatty, President and CEO of DRMcNatty& Associates 57

Upcoming Events 58

DRMcNatty Monthly e-newsletter Get updates on the latest news, events and upcoming webinars. Sign up for our newsletter on our website www.drmcnatty.com/news 59

Questions All questions are gathered into a master sheet, answered and distributed to all registrants as well as posted on our website. Answers are based on our own experiences using the various software products covered in this webinar Thank you for participating Adam Baker - abaker@drmcnatty.com Dan Beck dbeck@drmcnatty.com 60