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Primavera P6 Administrator’s Guide

Primavera P6 Web Services Administrator’s Guide

Primavera P6 Integration API Administrator’s Guide

Tested Configurations

Stand-alone Installation and Upgrades

Terminal Services and Citrix

Primavera P6 Project Management Reference Manual

Primavera P6 Methodology Management Reference Manual

Migrating from P3 to P6 Guide

Technical Documentation

Primavera P6 Compression Server Administrator’s Guide

Import/export data mappings

Manual database upgrades

Schema documentation and diagrams

SDEF Conversion Guide

Connecting Oracle Primavera P6 with Oracle Identity Manager

JackRabbit Content Repository Migration to P6 v7

Other Primavera P6 Documentation

Oracle Primavera provides the following documentation to assist you when using Primavera P6. Click the links below to view document descriptions and access each document.

User Documentation

Administrative Documentation

Primavera P6 Administrator’s Guide

The Primavera P6 Administrator’s Guide describes how to:

Prepare for your Primavera implementation

Automatically install, configure, and upgrade Primavera Oracle or SQL database(s), optimize databaseperformance, configure the database servers, and change database configuration settings

Install and configure the following server components: the P6 Web Access application server, Primavera Progress Reporter Server (Timesheets server), Distributed Job Service server, and content repository

Install and configure the following Primavera components (either automatically or using an unattendedsetup): P6 Web Access, Project Management, Methodology Management, Progress Reporter, SoftwareDevelopment Kit, Job Service, and Distributed Job Service

Configure security including defining users, assigning product licenses, creating and assigning profiles,configuring authentication, and defining access to OBS elements, resources, and P6 Web Access functionality

Set administrative preferences for the Project Management module, Methodology Management module, andTimesheets

Click here to view the Primavera P6 Administrator’s Guide

Documentation Center

The Primavera P6 Web Services Administrator’s Guide describes how to install, configure, and deploy P6 Web Services, which enables organizations to seamlessly integrate Primavera functionality into other web-based applications using web services standards. This guide also describes how to:

Configure database settings

Define P6 Web Services configuration settings

Configure authentication modes

Click here to view the Primavera P6 Web Services Administrator’s Guide

Additional P6 Web Services documentation for developersThe following P6 Web Services developer documentation is available in your P6 Web Services installation directory or from the Windows Start Menu after installation:

• The Primavera P6 Web Services Programmer’s Guide, available as an HTML helpsystem, describes how to invoke, use, and troubleshoot the available services/methodswithin supported environments.

• The Primavera P6 Web Services Reference Manual, also available as an HTML helpsystem, comprehensively describes all services and operations available in P6 WebServices.


Primavera P6 Web Services Administrator’s Guide

The Primavera P6 Integration API Administrator’s Guide describes how to install and configure the P6 Integration API (Application Programming Interface), which allows direct access to the Project Management module via Java. This guide also describes how to:

Deploy the P6 Integration API in remote mode

Configure database settings

Define P6 Integration API configuration settings

Configure authentication modes

Click here to view the Primavera P6 Integration API Administrator’s Guide

Additional P6 Integration API documentation for developersThe following P6 Integration API developer documentation is available in your P6 Integration API installation directory or from the Windows Start Menu after installation:

• The Primavera Integration API Programmer’s Reference describes how to accessand write code against the API.


Primavera P6 Integration API Administrator’s Guide

Tested Configurations

To view the supported hardware and software configurations for P6, refer to the Tested Configurations document. This document lists the following types of supported hardware and software:

• Databases• Database Client Software• Java Application Servers• Web Servers• Client Operating Systems• Browsers• Client JREs• LDAP Software• Single Sign-On Environments• Citrix Software• Other Primavera Applications


Stand-alone Installation and Upgrades

The purpose of this document is to provide a roadmap for installing and upgrading the stand-alone components of Oracle Primavera P6 v7.0.

Click here to view the Stand-alone Installation and Upgrades document


Terminal Services and Citrix

P6 7.0 fully supports Microsoft Windows 2008 SP2 Terminal Services along with Citrix Presentation Server v4.5 and Citrix XenApp 5.0

Running P6 Project Management under Windows Terminal Services, published through Citrix is recommended in the following cases:

Project Management users running thru a WAN connection are having Performance issues whereas users on the Local LAN are achieving acceptable Performance.

The Connect Speed between the Desktop Client and Database server is a T1/T3 WAN link or slower with 50 Milliseconds or more of Latency.

You have sensitive Project Data that you want to secure thru an SSL connection (Citrix support SSL/High RCA encryption technologies).

You do not want to upgrade the hardware of all your Desktop Clients or maintain remote Client Configurations, but would rather centralize your users for easier administration.

Click here to view the Terminal Services and Citrix Guide


Primavera P6 Project Management Reference Manual

The Primavera P6 Project Management Reference Manual describes Primavera’s approach to managing projects and introduces you to the Project Management module. This manual describes how to use the Project Management module to:

Create projects and set up your global (enterprise) data structure, including the Enterprise Project Structure(EPS), Organizational Breakdown Structure (OBS), resource and role hierarchy, budgets, project codes,calendars, and user-defined fields.

Implement the project schedule by defining a Work Breakdown Structure (WBS), creating and assigningactivity codes, adding project activities, defining activity details, establishing relationships, assigningresources/roles to activities, defining cost accounts, adding expenses, and more.

Once projects are underway, create and maintain baselines for comparison, update and schedule projects,level resources, apply actuals, store period performance, summarize projects, add issues, risks, andthresholds, assign work products and documents, create reflection projects, and track project progress.

Group, sort, and filter data; create, save, and print layouts; adjust the timescale; format charts andspreadsheets; customize columns; create, run, and print reports; and, publish a project website.

Exchange data with other Project Management module users, as well as Primavera Contract Management,Primavera Contractor, Primavera Methodology Management, Primavera Project Planner (P3), MicrosoftProject, and Microsoft Excel.

Click here to view the Primavera P6 Project Management Reference Manual


The Primavera P6 Methodology Management Reference describes how to store your company’s best practices as reusable project plan templates. This manual describes how to use the Methodology Management module to:

Create methodologies and define global methodology data such as methodology codes, the Work Breakdown Structure (WBS), the Organizational Breakdown Structure (OBS), the resource and rolehierarchy, and user-defined fields.

Create a project schedule template by creating and assigning activity codes, adding project activities,defining activity details, establishing relationships, assigning resources/roles to activities, adding expenses,adding risks, creating a document library, and more.

Group, sort, and filter data; create, format, save, and print layouts; customize columns; and, create, run,and print reports.

Click here to view the Primavera P6 Methodology Management Reference Manual


Primavera P6 Methodology Management Reference Manual

The Migrating from P3 to P6 Guide introduces you to P6 and describes the benefits of upgrading from P3 to P6. This guide also:

Describes the P6 implementation process and helps you develop an implementation strategy

Lists the terms and fields used in P6 and how they correlate to P3 terms and fields

Provides useful tips to refer to when getting started in P6

Provides best practice information for you to consider before converting projects from P3 to P6

Guides you through the conversion process

Click here to view the Migrating from P3 to P6 Guide


Migrating from P3 to P6 Guide

Primavera P6 Compression Server Administrator’s Guide

The Primavera Compression Server compresses data to enable faster data transfer between the Primavera database and the Project Management module client. The Primavera P6 Compression Server Administrator’s Guide provides installation and configuration information for the Primavera Compression Server, including:

Overview of the Compression Server architecture

Compression Server installation planning and prerequisites

Database server configuration

Compression Server configuration

Configuring database connection settings

Troubleshooting information

Click here to view the Primavera Compression Server Administrator’s Guide

Click here to view a Compression Server White Paper


Import/Export Data Mappings

Primavera provides several documents that detail how data is mapped between the Project Management module and other data formats and applications. You can exchange data between Project Management module users using XER (Primavera’s proprietary exchange format) or XML files. You can also exchange data with Primavera Contract Management (formerly Expedition), Primavera Contractor, Microsoft Project, and Microsoft Excel users. Click the links below to view the associated import/export data mappings.

XER import/export – tables and fields exported to XER when exporting Projects

XER import/export – tables and fields exported to XER when exporting Resources only

XER import/export – tables and fields exported to XER when exporting Roles only

XLS import/export – columns and fields exported to XLS files

MSP import/export – data mappings between the Project Management module and Microsoft Project(formats other than MPX)

MPX import/export – data mappings between the Project Management module and Microsoft Project

Expedition 9.x and later – data mappings for import from Expedition 9.x and later (now known asContract Management) to the Project Management module


Manual Database Upgrades

Primavera recommends that you automatically upgrade your Primavera database(s) using Primavera’s automatic database upgrade utility; however, you can manually upgrade your Primavera database(s) if necessary. You can manually upgrade a 5.0 or higher Oracle or SQL database to P6 Version 7.0 using the instructions in the following documents:

Manually upgrade a Primavera Oracle database to P6 Version 7.0.

Manually upgrade a Primavera SQL database to P6 Version 7.0.


Schema Documentation

Primavera provides two zip files that contain the tables and fields that comprise the P6 database schema, one each for Project Management and Methodology Management. Primavera also provides diagrams of the Project Management and Methodology Management schemas.

View the P6 Project Management schema tables

View the P6 Methodology Management schema tables

View the JackRabbit schema tables


SDEF Conversion

Use the SDEF Conversion utility to convert your projects to/from SDEF (Standard Data Exchange Format). The SDEF format enables users of different project management tools to exchange project data. Refer to the SDEF Conversion Guide for more information.


Oracle Identity Manager

Oracle Identity Manager is a highly flexible and scalable enterprise identity management system that centrally administers user accounts and access privileges. This document assists administrators in configuring Oracle Identity Manager (OIM) for use with an Oracle Primavera P6 Enterprise Portfolio Project Management (EPPM) installation.

Refer to the Connecting Oracle Primavera P6 with Oracle Identity Manager for more information.


JackRabbit Content Repository Migration to P6 v7

Although here are no actual schema differences between the database objects from P6 v6.2 / P6 v6.2.1 to v7, there are node type data differences. Because of these node type data differences, the Jackrabbit Content Repository requires a migration from P6 v6.2 / P6 v6.2.1 to v7. This technical document describes how to accomplish the migration.

Refer to the JackRabbit Content Repository Migration to P6 v7 document for more information.


Other Primavera DocumentationIn addition to the documentation provided on physical media or download, Primavera provides comprehensive documentation for all of its products, including the following:

Help Systems P6 Web Access Help is web-based Help for users and application administrators and is available within the

application. Each window, page, tab, and portlet has a dedicated, context-sensitive Help page. This Help systemincludes a tutorial to get you started creating and managing projects in P6 Web Access, and provides detaileddescriptions of the functionality available in each section of the application.

Project Management Help is available within the application, from the Windows Start menu, or from thePrimavera installation folder (Project Management subfolder).

Methodology Management Help is available within the application, from the Windows Start menu, orfrom the Primavera installation folder (Methodology Management subfolder).

Progress Reporter Help is web-based Help available within the application.

Manuals/Other Documents Software Development Kit (SDK) documentation is automatically downloaded to the

\Program Files\Common Files\PrimaveraCommon\PMSDK\Doc folder. The SDK documentation includes aProgrammer’s Reference Manual and field definitions.
