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Integrating Primavera P6 with Oracle ERP:Which Technology Path is right for you?

Dana Keenan – Primavera GBU, Consulting Practice ManagerLaura Marsiglio – Primavera GBU, Business Analyst

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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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What you can expect from this session

• Identify options for integration between Primavera P6 EPPM and Oracle ERP applications

• Understand basic benefits of various approaches

• Review things to consider when making your decision

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Pre-Packaged Options for Integration with Oracle ERP

• E-Business Suite (EBS)/JDE Enterprise One (JDE)– Primavera P6/EBS PIP for AIA

– Primavera P6/JDE PIP for AIA

• PeopleSoft– P6 integration for PeopleSoft Program Management (*new*)

• Mark Rosenberg | OAUG | 4/13/2011 | W103A | 01:00 PM

• Fusion EPPM– Project Integration Gateway (*new*)

• Kevin Durand | OAUG | 4/11/2011 | W103A | 01:15 PM

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How Oracle Leverages AIA for P6

• P6 integrates with EBS Oracle Projects and JDE EnterpriseOne using the AIA Infrastructure

• P6 complements functionality of other Oracle products

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Primavera P6 and EBS: AIA Integration Overview

• Allows organizations to optimally plan, schedule, perform, and account for projects

• By combining the program management capabilities of EBS with the project scheduling and execution capabilities of P6, organizations are able to execute projects more efficiently

• Allows organizations to automate critical cross-system business processes and data flows

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Primavera P6 and JDE: AIA Integration Overview

• Brings together complex scheduling and industry-specific PPM processes with project financial management, skills and inventory management, and financial reporting

• Provides end-to-end visibility of the enterprise project portfolio and control for improved decision making, coordination, and collaboration

• Lowers total cost of ownership by reducing redundant data entry and processing

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P6 leverages AIA through Web Services

• Comprehensive set of web services

• Extend P6 functionality

• Adheres to industry standards (xml-based)

• Enable developers to leverage the AIA infrastructure to create integrated software solutions

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P6 Web Services

P6 Web Services

ActivityCodeAssignmentService ActivityOwnerService ActivityStepTemplateService

ActivityCodeService ActivityPeriodActualService BaselineProjectService

ActivityCodeTypeService ActivityService BaselineTypeService

ActivityExpenseService ActivityStepService CalendarService

ActivityNoteService ActivityStepTemplateItemService CostAccountService

P6 Web Services

CurrencyService EPSFundingService FinancialPeriodService

DocumentCategoryService EPSNoteService FundingSourceService

DocumentService EPSService GlobalPreferencesService

DocumentStatusCodeService EPSSpendingPlanService GlobalProfileService

EPSBudgetChangeLogService ExpenseCategoryService IssueHistoryService

P6 Web Services

MethodologyService ProjectCodeAssignmentService ProjectEstimateService

NotebookTopicService ProjectCodeService ProjectFundingService

OBSService ProjectCodeTypeService ProjectIssueService

OverheadCodeService ProjectCodeUserService ProjectNoteService

ProjectBudgetChangeLogService ProjectDocumentService ProjectPortfolioService

P6 Web Services

ProjectProfileService ProjectService ResourceHourService

ProjectResourceCategoryService ProjectSpendingPlanService ResourceRateService

ProjectResourceQuantityService ProjectThresholdService ResourceRoleService

ProjectResourceService RelationshipService ResourceService

ProjectRiskService ResourceAccessService ResourceTeamService

P6 Web Services

RoleRateService TimesheetAuditService UDFTypeService

RoleService TimesheetDelegateService UDFValueService

RoleTeamService TimesheetPeriodService UnitOfMeasureService

ScheduleOptionsService TimesheetService UserFieldTitleService

ShiftService UDFCodeService and many more…

Over 90 Web Services

Over 360 operations

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P6-EBS Process Integration Pack Data exchanged between P6 and EBS

Resource List

Primavera P6Oracle

Projects

Resource/Role rates

Project Header

WBS

Budget

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P6-JDE Process Integration Pack Data exchanged between P6 and JDE

Primavera P6JDE

EnterpriseOneProject Header

WBS

Timesheet

Resource

Calendar

Resource/Role rate

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AIA Primavera PIPDesigned for Business Process Time to Value

Silo’d E-Business Suite Processes

Silo’d Primavera Processes

• Create Project• Create Workplan• Assign/Schedule Resources• Change Management• Progress Project…

• Setup Global Data Entities• Create Project• Create Budget/ Forecast• Create Workplan• Change Management• Progress Project• Collect Costs…

AIA Project Portfolio Management“Process Integration Pack”

Create Project

Assign /Schedule ResourcesProgress Project

Create Budget

Send Actual Costs

Setup Global Data

Delivers predefined processes and integration flows, such as:1.Synchronize Global Resources, Roles and Rates2.Create Projects in Oracle or Primavera3.Integrate Project Data with Workplans not enabled4.Integrate Project Data with Workplans enabled5.Collect and Synchronize Costs from Oracle to Primavera

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Benefits of Process Integration Packs (PIPs)

• Help optimize processes– Pre-built composite business processes across enterprise

applications

– Get up and running with core processes quickly

• Everything you need in one package– Includes all the necessary business process models, objects,

and Web services needed to orchestrate an end-to-end Enterprise PPM solution

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Process Integration Pack: Core ComponentsUtilize Pre-defined Components to Reduce Integration Effort and Costs

Process Design Integration Implementation Testing & QA

BPA Process Level Mappings Integration Flows (avg.20-30) Attribute Mappings between Apps Pre-built web services for participating

Apps Extensible canonical data model UI-level Extensions Native Embedded UIs

All process flows tested, certified and supported by Oracle

Key Benefits of AIA PIPs:• Baseline Process Design – DONE • Baseline Application Mappings and Services – DONE• Baseline UI integration – DONE• Integration flow testing & QA – DONE• Customizations – extension framework enables you to modify and extend

attributes and process flows to your unique requirements

Don’t build from scratch - use Oracle PIPs as

building blocks

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Oracle Application Integration Architecture Reduce Complexity and Accelerate Delivery

•Best Practice Processes Reference Process Models

Composite Business Flows

•Pre-built Composite Processes30+ PIPs To Date

AIA For Communications

•Standardized Composition Framework

100+ Objects, 1000+ Services

Cross Industry and Industry Objects

FMW 10.1.3.4 Certified

Order toCash

Design toRelease

Order toBill

Cust.MDM

Prod.MDM Others…Oracle to

SAP

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Traditional Approach Streamlined Approach Using AIA

• Costly

• Rigid

• Unsustainable

• Packaged

• Agile

• Sustainable

Simplified Infrastructure

Adopt an Integrated Architectural ApproachBased on Consistency and Standardization

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Benefits of AIA Foundation Packs

• Common Language– Enterprise Business

Objects (EBOs)

– Business Process Modeling Notation (BPMN)

• Fusion Stack

• Many applications participate

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AIA Reduces Cost and ComplexitySignificant ROI to Customers

Custom SOA Integration

Cost/Complexity

Requirement Analysis

Functional Design

Technical Design

& Architecture

Coding

BusinessProcess Design

Testing

Deployment

Management

Requirement Analysis

Functional Design

Technical Design

& Architecture

Coding

BusinessProcess Design

Testing

Deployment

Management

Fit Gap

Analysis

Design Extensions

Configuration

Process Tailoring

Testing

Deployment

Management

AIA FP Based Integration AIA PIP Based Integration

30-40%

60-70%

• Process Models

• Shared Services

• Best Practice Designs

• Automation Utilities

• Process Models

• Shared Services

• Best Practice Designs

• Automation Utilities

• Pre-Built Connectors

•Pre-Defined Injection Points

• Pre-Built Connectors

•Pre-Defined Injection Points

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Oracle’s Business Process Business-to-IT Communication

• Oracle BPA BPMN provides common language for explaining BP, both automated and manual.– Support for other SOA domains such as roles & responsibilities

• Foundation Pack provides shared common terms for data and rule definitions.• Business Reference Models provides starting point for BP modeling

Business IT

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Customizing AIA: Custom XSD Transformations

• Advantages– Hooks already provided with the PIP code to call templates

within the customTransformation.xsl file

– Low cost of development

– Low cost to maintain

• Limitations– Dependant on the data already provided in Requestor ABM

– Dependant on ability to place additional information in Provider ABM

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AIAAIA

Customizing AIA: Custom XSD Transformations

Requestor ABCSRequestor ABCS Provider ABCSProvider ABCSEBSEBS

[1] Xform_ProjectListABMReqMsg_to_ProjectEBSV1EBMReqMsg_Custom.xsl

[2] Xform_EBO_To_Project_Custom.xsl

Custom Transformation

[1]

Custom Transformation

[1]

Custom Transformation

[2]

Custom Transformation

[2]

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Example of a Custom XSL

Read the GL CategoryCode from JDE and populate them into EBM

Modify Xform_ProjectListABMReqMsg_to_ProjectEBSV1EBMReqMsg_Custom.xsl

<xsl:stylesheet version="2.0“xmlns:coreprojectcust="http:/xmls.oracle.com/EnterpriseObjects/Core/Custom/EBO/Project/V1“xmlns:coreproject="http://xmlns.oracle.com/EnterpriseObjects/Core/EBO/Project/V1"xmlns:jdedataabo=http://www.schemas.e1.oracle.com">

<xsl:template name="ProjectTaskType_ext"><coreprojectcust:Custom>

<coreprojectcust:JDEAccountCatCode001><xsl:value-of select="/jdedataabo:CategoryCodeGL01"/>

<coreprojectcust:JDEAccountCatCode001></coreprojectcust:Custom>

</xsl:template></xsl:stylesheet>

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Customizing AIA: Extension Points

• Advantages– High degree of customization

– No ABM dependency

• Limitations– Requires BPEL expertise

– Higher cost of maintenance and development

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Customizing AIA: Extension Points

• In the case of Requester ABCS, two extensibility points are provided prior to the invocation to the EBS

• In the case of Provider ABCS, two extensibility points are provided prior to the invocation of application-specific service

• Extensibility points can be used to inject additional services with behaviors such as custom validation or custom transformations

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Customizing AIA: Extension Points

Modify the AIAConfigurationProperties.xml file - Turn on any desired extension

<AIAServiceConfiguration xmlns="http://xmlns.oracle.com/aia/core/config/V1" version="1.0">

<ServiceConfiguration serviceName="{http://xmlns.oracle.com/ABCSImpl/P6EPPM/Core/SyncProjectListP6EPPMProvABCSImpl/V1} SyncProjectListP6EPPMProvABCSImpl">

<Property name="ABCSExtension.PreXformEBMtoABM">true</Property><Property name="ABCSExtension.PostInvokeABS">true</Property>

</ServiceConfiguration>

</AIAServiceConfiguration>

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Customizing AIA: Extension Points

AIAAIA

Requestor ABCSSyncProjectListJDEE1Req

ABCSImpl

Requestor ABCSSyncProjectListJDEE1Req

ABCSImpl

Provider ABCSSyncProjectListP6EPPMProv

ABCSImpl

Provider ABCSSyncProjectListP6EPPMProv

ABCSImpl

EBSEBS

Custom BPEL FlowCustom BPEL Flow Custom BPEL FlowCustom BPEL Flow

Custom BPEL FlowCustom BPEL Flow Custom BPEL FlowCustom BPEL Flow

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Other Integration Options

• Application Agnostic– P6 Events Framework

– P6 Web Services

• SOA Suite/Oracle Service Bus

• Oracle BPM

• .NET

– P6 Integration API (Java)

– P6 Reporting Database

– Built in import/export: XLS, XML

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Oracle Primavera P6 EPPM: Events Framework

Figure 1 The pub/sub event architecture available from P6 utilizing a Message Queue

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Using Events with P6:Sample ActivityUpdated Message

<?xml version="1.0" encoding="UTF-8"?>

<MessagingObjects xmlns="http://xmlns.oracle.com/Primavera/P6/V8/Common/Event" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">

<ActivityUpdated>

<Id>Auto-1</Id> <Name>t2</Name> <ObjectId>125500</ObjectId>

<ProjectObjectId>11840</ProjectObjectId> <WBSObjectId>36320</WBSObjectId>

<NewValues>

<Name>t2</Name>

</NewValues>

<OldValues>

<Name>Auto-1</Name>

</OldValues>

</ActivityUpdated>

</MessagingObjects>

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• Oracle SOA Suite is unique in that it provides the following set of integrated capabilities:– Messaging

– Service discovery

– Orchestration

– Web services management and security

– Business rules

– Events framework

– Business activity monitoring

Benefits of SOA/Fusion Middleware

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Oracle OTNAIA Documentation

“Usage of canonical Enterprise Business Objects (EBOs) is an integration best practice, especially in integrations that involve connectivity with multiple source and destination systems. However, usage of a canonical data model does introduce some overhead and might introduce unnecessary engineering work.”

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Considerations when making your decision

• Point-to-point may allow quick returns for prototyping, but lose value in maintenance and flexibility

• Go with what you know…PeopleSoft’s PeopleTools is easier to adopt and maintain in PeopleSoft environments

• Other middleware products provide the IT benefits but not the process and object models

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Considerations when making your decision

• Even if PIP isn’t an exact product / version match, an AIA Foundation Pack may still be an option with some customization

• SOA overhead may not be appropriate in certain cases where performance trumps the ease of development and maintenance benefits

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Leveraging P6 Web Services and Eventing with OBPM

• Step 1: Setup JMS Queue in WebLogic

• Step 2: Configure Eventing in P6

• Step 3: Configure BPM to Listen for P6 Events

• Step 4: Incorporate Events into BPM Workflows

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Step 1: Setup JMS Queue In Weblogic

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Step 2: Configure Eventing in P6

• 46 available create/update BOs– Activity– EPS– Global– Project– Resource– Risk

• 17 available special operations– Job Service– API– Content Repository– Stored Procedures

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Step 3: Configure BPM to Listen for P6 Events

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Step 4: Incorporate Events into BPM Workflows

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• Several Pre-Packaged Offerings (PIPs, AIA, Built in)

• Custom interfaces utilizing integration tools (P6 Web Services, P6 Integration API, SOA Suite, BPM)

• Simple usage of manual imports for the simplest of cases

Summary

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Appendix

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For more information…

• AIA Overview Documentation• http://download.oracle.com/docs/cd/E14571_01/doc.1111/e15176/intro_bpm_suite.htm#BCFFICHC

• Using BPM to Automate Project Workflows with Primavera•Wednesday at 2:15 PM

• Application Configuration Made Simple using Oracle Fusion Middleware•Look for the content in the OAUG session materials

•“Using Events with P6” document in your Technical Documentation• http://download.oracle.com/docs/cd/E17266_01/English/Technical_Documentation/Ev

ent_Handling/Using%20Events%20with%20P6.pdf

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