Installing & Managing Databases with P6 Pro 8.

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February, 2012
Don McNatty
Certified P6 Trainer/Consultant
Thank you for joining todays technical webinar
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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
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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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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
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Installing P6 Pro 8.2
New Features Demo
Questions
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
6
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.
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
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Scheduling tool for professional schedulers
Enhanced MS Project (2010) import/export
Line Numbering for Layouts
Enhancements to Timescaled Logic Diagram
P6 Professional P6 Professional
Supports: stand alone, work groups Supports: stand alone, work groups
AND EPPM AND EPPM
P6 EPPM P6 EPPM
Includes: P6 Web and P6 Pro client Includes: P6 Web and P6 Pro client
End Users using End Users using
P6 P6 Web client Web client
End Users End Users using using
P6 Professional P6 Professional
Stand alone or Stand alone or
off off--line mode for P6 line mode for P6
End Users End Users
using P6 using P6
Professional Professional
with local with local
database database
Local P6 Local P6
PMDB PMDB
P6 Professional 8.2
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P6 PMDB P6 PMDB
End Users End Users using P6 using P6
Professional Professional
P6 PMDB P6 PMDB
End Users End Users using using
P6 Professional P6 Professional
End Users End Users using using
P6 Professional P6 Professional
Import/Export Import/Export
$2,750 $2,500
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
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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
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
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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)
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
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Logic 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.
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
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Risks View is redesigned with new Details Tabs
Display calculated Score
Risk Categories and hierarchical view
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
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Check Project Integrity
Top Down Estimation
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
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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
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)
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Anyone else can migrate (call your local Rep)
Anyone can download as a Trial Version and use
for 30 days
https://edelivery.oracle.com/
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
Agree to the
Terms &
Conditions
Then click on
Continue
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P6 Pro 8.2 Getting the software
Select a
Product Pack
(Primavera)
And a
Platform
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Click Go

P6 Pro 8.2 Getting the software
Select P6
Professional
R8.2 Media Pack
Double-click
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P6 Pro 8.2 Getting the software
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
(Heres whats 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?
Do you have local IT support?
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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
P6 Pro 8.2 Installing the software
Open the Index file to access the Documentation Library for 8.2
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Select Administrators Guide
Select the MS SQL Guide
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
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Go to the folder where you unzipped the Database Zip file you
downloaded and double click on dbsetup.bat.
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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P6 Pro 8.2 Installing the software
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.
Enter the DBA password that was defined when MS-SQL was installed.
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computer name or use localhost.
6. Normally you would accept the default
port number (see your local IT
support).
7. Click Next
P6 Pro 8.2 Installing the software
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.
Give your new database a name
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10. Click Next
P6 Pro 8.2 Installing the software
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.
Give your new database a name
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14. Click Next
P6 Pro 8.2 Installing the software
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
Give your new database a name
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17. Change the default Currency if
needed.
18. Click Install
P6 Pro 8.2 Installing the software
19. P6 creates the database
Create the database
20. Click Next to create
another database or
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another database or
Finish.
P6 Pro 8.2 Installing the software
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Open the Client_Applications folder
and double click Setup and then
click Run
P6 Pro 8.2 Installing the software
1. Click Next.
R8.2 Setup Wizard
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P6 Pro 8.2 Installing the software
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
Select type of installation
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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.
P6 Pro 8.2 Installing the software
4. Click Install to begin installing the
software.
P6 will install the software
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5. P6 will show status while installing.
Click Next when complete.
P6 Pro 8.2 Installing the software
6. Select MS SQL for the Driver
Type
Provide database information
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7. Use Localhost for the
local MS SQL server
name.
8. Type the name of the
database you
previously created.
P6 Pro 8.2 Installing the software
9. Use the default pubuser for
Username and Password
(privuser also works), unless
it was changed on database
setup.
Enter the password
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10. Click Next.
pubuser
P6 Pro 8.2 Installing the software
11. If the connection was unsuccessful,
either the database does not exist
or an incorrect password was used.
P6 tests the connection
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Youre Finished!
NEW FEATURES DEMO
Oracle|Primavera
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
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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?
Don McNatty
Principal Consultant
T. (877) 367-7990 x4053
E. dmcnatty@drmcnatty.com
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E. dmcnatty@drmcnatty.com
W. www.drmcnatty.com