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  • Installing & Managing Databases with P6 Pro 8.2February, 2012

    Don McNattyCertified P6 Trainer/Consultant

  • Thank you for joining todays 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

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    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.

  • 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.

  • Oracle Primavera Software Oracle Certified Training Oracle Certified Implementation Support Project support services administrators, schedulers

    Twenty-five + years experience with Primavera

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    Managed Hosting Services Primavera Portfolios, P6, P6 Pro, Contract Management, Risk Hard Dollar, Acumen Fuse, Ecosys, MS Dynamics Subscription based Oracle|Primavera utilities

    Tel. [email protected]

  • 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

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    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 groupsSupports: stand alone, work groups

    AND EPPMAND EPPM

    P6 EPPM P6 EPPM Includes: P6 Web and P6 Pro clientIncludes: P6 Web and P6 Pro client

    End Users using End Users using P6 P6 Web clientWeb client

    End Users End Users using using P6 ProfessionalP6 Professional

    Stand alone or Stand alone or offoff--line mode for P6line mode for P6

    End Users End Users using P6 using P6

    Professional Professional with local with local databasedatabase

    Local P6 Local P6 PMDBPMDB

    P6 Professional 8.2

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    P6 PMDBP6 PMDB

    End Users End Users using P6 using P6 ProfessionalProfessional

    P6 PMDBP6 PMDB

    End Users End Users using using P6 ProfessionalP6 Professional

    End Users End Users using using P6 ProfessionalP6 Professional

    Import/ExportImport/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 TimescaledLogic 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 softwareOpen 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 DEMOOracle|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 x4053E. [email protected]

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    E. [email protected] www.drmcnatty.com