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Oracle Primavera P6TM Enterprise Project

Portfolio Management version 7.0

Quick Install Guide


September 2009
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To view the P6 Commercial Notices and Disclosures for Documentation, go to the


\Documentation\<language>\Notices and Disclosures folder of the P6 physical media or download.

Quick Install Guide 2


Primavera P6 Enterprise Project Portfolio Management
Quick Install Guide
This guide provides information about the Primavera P6 Enterprise Project Portfolio Management Media
Pack, delivered by Oracle on the E-Delivery Web site. This document includes detailed information on, or
references to, the following:

Media Pack File Structure

Installation Requirements and Instructions

Installation Guidelines

P6 Industry Types

Additional Product Documentation

Contacting Customer Support

3 Quick Install Guide


Media Pack File Structure
The media pack includes all files necessary to install Primavera P6 client applications, all manuals and
technical documents related to the installation, administration, and use of Primavera P6 components, and
this Quick Install Guide.

The Primavera P6 Media Pack is delivered from the Oracle E-Delivery Web site in zip files.

The media pack is structured as follows:

Primavera P6 Enterprise Project Portfolio Management Quick Install Guide Includes this Quick
Install Guide.

Primavera P6 Web Access v7.0 Includes all files necessary to install Primavera P6 Web
Access.

Primavera P6 Database Setup v7.0 Includes all files for both manual and automatic application
database setup.

Primavera P6 Client Applications v7.0 Includes all files necessary to install the Project
Management module, Methodology Management Module, P3 converter, Job Services, LDAP
Configuration, and the SDK.

Primavera Integration API and Web Services v7.0 Includes all files necessary to install the
Integration API and Web Services (licensed separately).

Note: The Integration API should be licensed by developers who are not licensed for Primavera
P6 Enterprise Project Portfolio Management, and who need access to applications created using
P6 Web Services, p6 Java APIs, or both.

Primavera P6 Reporting Database v6.2 Service Pack 1 Includes all files necessary to install
Primavera P6 Reporting Database (licensed separately).

Primavera P6 Tools v7.0 Includes Compression Server, SharePoint Connector, and the OIM
Connector.

Primavera P6 Documentation Includes all manuals and technical documents related to the
installation, administration, and use of Primavera P6 components.

Primavera P6 Progress Reporter v7.0 Includes all files necessary to install P6 Progress
Reporter (licensed separately).

After you familiarize yourself with the contents of the media pack, do the following:

1. Download the .zip file or access the .zip file on the media provided, based on your product
implementation.

2. Unzip the files.

3. Install the products. See the next section, Installation Requirements and Instructions, for
information on where to find documentation for installation.

4. Refer to the Readme file that is installed with the products for more information on the release.

Quick Install Guide 4


Installation Requirements and Instructions
For complete installation requirements and instructions for most Primavera P6 products, including Web
Access, Project Management, Methodology Management, Progress Reporter, (Distributed) Job Service,
and Software Development Kit, as well as associated databases and application servers, refer to the
Oracle Primavera P6 Administrators Guide.

For complete installation requirements and instructions for the P6 Integration API, refer to the Oracle
Primavera P6 Integration API Administrators Guide.

For complete installation requirements and instructions for P6 Web Services, refer to the Oracle
Primavera P6 Web Services Administrators Guide.

All of these guides are available in the P6 Documentation file in the media pack. After unzipping this file,
go to the Documentation\<language> folder, then launch the Primavera Documentation Center.pdf file,
from which you can access any of these guides.

For Primavera P6 Reporting Database, follow instructions in this document, the Quick Install Guide, and
the Oracle Primavera P6 Reporting Database Administrators Guide to install the product.

5 Quick Install Guide


Installation Guidelines
These installation guidelines are provided to help you navigate the installation steps for most Primavera
P6 products. Complete installation information is included in the Oracle Primavera P6 Administrators
Guide (hereinafter referred to as the P6 Administrator's Guide in this section). References to the
appropriate pages in the guide for new installations and upgrade installations are included.

Required Downloads and Reference Documentation


Media Pack Downloads: Compressed archive files for software and documentation downloads.

Go to http://edelivery.oracle.com and follow prompts to Primavera P6 Enterprise Project Portfolio


Management.

This section of the Quick Install Guide includes components and references to the following download
options within the P6 media pack:
Primavera P6 Documentation
Primavera P6 Client Applications v7.0
Primavera P6 Database v7.0
Primavera P6 Web Access v7.0
Primavera P6 Progress Reporter v7.0

Additional optional downloads include the following:


Primavera Integration API and Web Services v7.0
Primavera P6 Tools v7.0
Primavera P6 Reporting Database v7.0

P6 Administrators Guide: Installation and configuration instructions required for P6 suites.


P70_Documentation\<language>\adminguide.pdf

Tested Configurations Document: Contains tested environment configurations and version information
for tested platforms, operating systems, and Third-party software components. Release version:
P70_Documentation \<language>\Tested Configurations\Tested Configurations.pdf

Quick Install Guide 6


Resources Needed for Installation
Enterprise deployments require pre-planning and may take several hours or days to complete.

The talents of several different types of resources may be required to install and configure P6
components for your organization. Roles may vary or overlap depending on the structure of your
organization.

Please see Who Should Help with the Installation? on page 25 of the P6 Administrators Guide
for further details.

Component Descriptions with Installation and Upgrade Instruction


References
SYSTEM ARCHITECTURE: For an overview of the P6 components and architecture, please see the
system architecture diagram referenced in the P6 Administrators Guide on page 24.

TESTED CONFIGURATIONS: For information on platform versions, operating systems, and third-
party software versions for components listed below, please see the Tested Configurations
document.

DETERMINING WHAT NEEDS TO BE INSTALLED:


To determine which components will be needed, please first reference your sales purchase order
records to determine what functionality has been purchased by your organization. Also, for
descriptions of components and functionality in addition to the descriptions below, please see the
following topics in the P6 Administrators Guide:
What is the P6 Solution? on page 20
Which Components Do I Need? on page 30

COMPONENTS

A list of the P6 components and references to resources, information, and files needed for installation
will be presented in the following format:

<COMPONENT NAME>
Description
Resource needed
P6 Administrators Guide new installation instructions (by page number)
P6 Administrator Guide upgrade instructions (by page number)
Location of installation file(s) in media pack

DATABASE

Description:
A database is required to store the P6 project data. The database may be either an ORACLE or
SQL SERVER database:
The project management database (PMDB) stores the Project Management data used by
Oracle Primavera software. It is a required database.
(optional) During database creation, you may choose to also create database schema
object for the optional Content Repository (document management) functionality in the
same database as PMDB or two different databases, depending on sizing needs and
performance considerations. If you will be using the Content Repository you must install

7 Quick Install Guide


the Content Repository schema objects. Instructions for this are included in the sections
outlined below for database installation.
(optional) The methodology management database (MMDB) stores project templates that
can be used when creating new projects. You must install this database if you will be
using the Methodology Management module.

Resource needed:
Database Administrator or equivalent to prepare the database system environment and to run the
P6 Database Utility wizard to create the P6 schema in the database.

P6 Administrators Guide new installation instructions:


Overview on page 46
Automatic database installation instructions
o Oracle database on page 49
o SQL Server database on page 53

P6 Administrators Guide upgrade instructions:


Upgrade Process Overview on page 286
Automatic database upgrade instructions
o Oracle database upgrade instructions on page 288
o SQL database upgrade instructions on page 291

Location in Media Pack:


Installation wizard utility may be run from either of the following two locations:
P6_70_Client_Applications\setup.exe (choose Other Applications > P6 Database Utility)
P6_70_Client_Applications\install\database\dbsetup.bat

DESKTOP CLIENTS

Description:
A database client (Oracle or SQL SERVER) must be installed and configured for database
connectivity on each desktop client workstation connecting to a database.

The Project Management desktop client enables users to access the project database to plan and
control a large number of projects. End users may access the project management database via
either a desktop client or the P6 Web Access client, however at least one Project Management
Desktop Client must be installed for user account access administrative purposes.

(Optional): Methodology Management desktop client enables user to access the optional
Methodology Management database to create project templates.

NOTES:
(Distributed) Job Service is installed with the Client Applications installer and may be
installed during a client installation or may be installed separately. [See (Distributed) Job
Services component description below.]

The Desktop Clients are designed to be used when connecting via a LAN connection
from the workstation to the database. If users are accessing over a WAN connection,
options are to implement the P6 Web Access client , or use the Desktop Client in a Citrix
environment, or use Compression Server (Oracle only, see Additional Components
section below.)

Resource needed:
Desktop Administrator or equivalent to install the Oracle database client and P6 Desktop client.

Quick Install Guide 8


P6 Administrators Guide new installation instructions:
Pre-Installation Overview on page 260
Installation on page 263

P6 Administrator Guide upgrade instructions:


Upgrade Process Overview on page 262
Upgrading Client Modules on page 263

Location in Media Pack:


P6_70_Client_Applications\setup.exe, chose Primavera Client Applications

P6 WEB ACCESS

Description:
P6 Web Access is a java based web application that enables end users to access the project
database to plan and control a large number of projects. A java web application server is required
for implementing P6 Web Access. (Oracle WebLogic, JBoss, or IBM WebSphere)

(Optional) The Content Repository allows users to collaboratively share and manage documents
in P6 Web Access. The Workflows Repository helps users to keep track of project requests. In
order for P6 Web Access users to utilize the enhanced document management and the project
request functionalities, the Content and Workflows Repositories must be installed.

End users may access the project management database via either the P6 Web Access client or
a desktop client, however at least one Project Management Desktop Client must be installed for
user account access administrative purposes.

NOTE: (Distributed) Job Service runs on-the-fly jobs for some of the P6 Web Access functionality
and is therefore a required component for P6 Web Access implementations. See (Distributed)
Job Service component description.

Resource needed:
System administrator or equivalent
(optional) Database Administrator to run the database schema creation scripts for content
workflow repository if this component is being used.

P6 Administrators Guide new installation instructions:


Instructions for P6 Web Access installation start on page 139

Install Java Application server (choose only one below):


o JBoss on page 143
o Oracle WebLogic on page 145
o IBM WebSphere on page 145

Installing the P6 Web Access files on page 146

(optional) Installing the Content and Workflows Repositories on page 151

Deploying P6 Web Access EAR file (choose only one below):


o JBoss on page 153
o Oracle WebLogic on page 159
o IBM WebSphere on page 164

(SQL SERVER ONLY) Additional Settings for JBoss and WebLogic on Microsoft
SQL 2005 Databases on page 194

9 Quick Install Guide


(optional) Precompiling P6 Web Access pages on page 169. Although not required for P6
Web Access, precompiling helps to reduce the amount of time it takes for users to load
P6 Web Access pages for the first time.

Additional information on access URLs, client browser settings, and using the Administration
Application are also included in this chapter of the P6 Administrators Guide.

P6 Administrators Guide upgrade instructions:


Upgrade to 7.0 Web Access Considerations on page 140

Uninstalling Previous Version of P6 Web Access on page 141

Install Java Application server (choose only one below)


o JBoss on page 143
o Oracle WebLogic on page 145
o WebSphere on page 145

Installing the P6 Web Access files on page 146

(optional) Installing the Content and Workflows Repositories on page 151

Deploying P6 Web Access EAR file (choose only one below):


o JBoss on page 153
o Oracle WebLogic on page 159
o IBM WebSphere on page 164

(SQL SERVER ONLY) Additional Settings for JBoss and WebLogic on Microsoft SQL
2005 Databases on page 194

(optional) Precompiling P6 Web Access pages on page 169. Although not required for P6
Web Access, precompilation helps to reduce the amount of time it takes for users to load
P6 Web Access pages for the first time.

Additional information on access URLs, client browser settings, and using the Administration
Application are also included in this chapter of the P6 Administrator Guide.

Location in Media Pack:


P6 Web Access installer creates the P6 home directory contents required for deployment:
P6_70_Web_Access\win\Disk1\install\setup.exe, or equivalent for your java server
platform (AIX, HP-UX, Solaris)

PROGRESS REPORTER

Description:

P6 Progress Reporter consists of the Progress Reporter client on the front end, the database
server that contains your projects on the back end, and the application server hosting P6
Progress Reporter files in the middle, providing a link between Progress Reporter clients and the
database.

P6 facilitates project communication among team members across the organization by providing
two types of interfaces for P6 Progress Reporter: a Java Web Start version and a Web Browser
version. The Web Browser version is optional, depending on your configuration.

Resource needed:
System administrator or equivalent

Quick Install Guide 10


P6 Administrators Guide new installation instructions:
Instructions for P6 Progress Reporter installation start on page 113

Install Java Application server (choose only one below):


o JBoss on page 117
o Oracle WebLogic on page 119
o IBM WebSphere on page 119

Installing the P6 Progress Reporter files on page 120

Deploying P6 Progress Reporter EAR file (choose only one below):


o JBoss on page 122
o Oracle WebLogic on page 128
o IBM WebSphere on page 132

P6 Administrators Guide upgrade instructions:


Upgrade to 7.0 Progress Reporter Considerations on page 114

Uninstalling Previous Version of P6 Progress Reporter (Group Server) on page 116

Install Java Application server (choose only one below)


o JBoss on page 117
o Oracle WebLogic on page 119
o WebSphere on page 119

Installing the P6 Progress Reporter files on page 120

Deploying P6 Progress Reporter EAR file (choose only one below):


o JBoss on page 122
o Oracle WebLogic on page 128
o IBM WebSphere on page 132

Location in Media Pack:


P6_70_Progress_Reporter\win\Disk1\install\setup.exe, or equivalent for your java server
platform (AIX, HP-UX, Solaris)

JOB SERVICE

Description:
A database client (Oracle or SQL SERVER) must be installed and configured for database
connectivity on each desktop client workstation connecting to a database.

The (Distributed) Job Service is a Windows service that performance two functions:
1) Users can create jobs in the Project Management module and have (Distributed) Job
Service run the jobs on project data at preconfigured intervals.
2) (Distributed) Job Service runs on-the-fly jobs for some of the P6 Web Access
functionality.

Job details are stored in the central project management database. The (Distributed) Job Service
periodically reads the database and performs jobs as directed.

NOTES:

11 Quick Install Guide


This service must run on a server that has a constant connection to the database server.
(Distributed) Job Service may not be installed on a workstation that is shut down at the end of
the day.

Each database may only have one Job Service configured to run its jobs. However,
Distributed Job Service is an extension of the Job Service that enables a controller machine
to manage multiple servers running job services for one database.

Job Service is installed with the Client Applications installer and may be installed during a
client installation or may be installed separately, as desired.

Resource needed:
Desktop administrator or equivalent

P6 Administrators Guide new installation instructions:


(Distributed) Job Service Overview on page 232
Installation of 7.0 Job Service on page 268
Continuation of Installation for (Distributed) Job Service on page 233

P6 Administrator Guide upgrade instructions:


Uninstalling Previous Version of Job Service on page 262
Installation of 7.0 Job Service on page 268

Location in Media Pack:


P6_70_Client_Applications\setup.exe, choose custom.

Quick Install Guide 12


STAND-ALONE

Description:
The Project Management desktop client enables users to access the project database to plan and
control a large number of projects. The stand-alone version allows the database and the client to
exist on a single workstation.

(Optional): Methodology Management desktop client enables user to access the optional
Methodology Management database to create project templates.

Database Server
The stand-alone version of P6 installs a local database server.

Databases
A database is required to store the P6 data:
The project management database stores the Project Management data used by P6
software. It is a required database installed via the standalone installation.
The methodology management database stores project templates that can be used when
creating new projects. It is an optional database installed by default via the standalone
installation.

Desktop Client
The Project Management desktop client enables users to access the Project
Management database to plan and control a large number of projects.
The Methodology Management desktop client enables users to access the
Methodology Management database to create project templates if this optional
functionality is being implemented.

Resource needed:
Desktop administrator or equivalent

P6 Administrators Guide installation and upgrade instructions:


Installing or Upgrading the Stand-Alone Version on page 280

Location in Media Pack:


P6_70_Client_Applications\setup.exe, choose Standalone.

Reference to Other Optional Components


Microsoft Project Link: This optional plug-in enables Microsoft Project users to open/save projects
from/to the Project Management database from within the MSP application.
P6_70_Client_Applications\setup.exe
Installed using client application installer. See P6 Administrators Guide page 278

Software Development Kit (SDK): This optional component makes Oracle Primavera data available
for use by external applications while enforcing application security and providing application
business rules and calculated values.
P6_70_Client_Applications\setup.exe
Installed using client application installer. P6 Administrators Guide on page 275

Oracle Primavera Integration API and Web Services

13 Quick Install Guide


For complete installation requirements and instructions for the P6 Integration API, refer to the Oracle
Primavera P6 Integration API Administrators Guide.

For complete installation requirements and instructions for P6 Web Services, refer to the Oracle
Primavera P6 Web Services Administrators Guide.

These guides are available in the P6 Documentation file in the media pack. After unzipping this file,
go to the Documentation\<language> folder, then launch the Primavera Documentation Center.pdf
file, from which you can access any of these guides.

Compression Server: An Oracle-only WAN connection alternative to Citrix for the Desktop Client
Oracle Primavera P6 Tools v6.2.1 download:
P6_70_Tools\CompressionServer\CompSrvAdminGuide.pdf

Oracle Primavera P6 Reporting Database: Reporting databases and utilities


Oracle Primavera P6 Reporting Database v6.2 download:
P621_RDB\<platform>\Documentation\EnterpriseReportingAdminGuide.pdf

Quick Install Guide 14


P6 Industry Types
P6 requires you to choose an industry during database setup and application installation. The industry
type that you choose determines the terminology and default settings that display in P6. The following
table lists each industry type and its corresponding terminology and default settings. When prompted
during installation procedures, choose the option that best matches your industry. Oracle recommends,
but does not require, that you use the same industry for each database or application installation.

Default
Code for
Default startup
sample data Code for P6 Industry
Sample Data project window in
during manual Web Access Terminology
Industry Type comparison Project
database URL Examples
tool Management
setup
module

Engineering ec cmt Budgeted Units Claim Digger Activities


and Budgeted Cost
Construction Original Duration

Government, pd it Planned Units Schedule User-defined


Aerospace, Planned Cost Comparison
and Defense Planned Duration

High- it it Planned Units Schedule Projects


Technology, Planned Cost Comparison
Manufacturing Planned Duration

Utilities, Oil, mt cmt Budgeted Units Claim Digger Projects


and Gas Budgeted Cost
Original Duration

Other Industry it it Planned Units Schedule User-defined


Planned Cost Comparison
Planned Duration

15 Quick Install Guide


Additional Product Documentation
This media pack includes this Quick Install Guide and all product documentation relating to the
installation, administration, and use of Primavera P6 products. The documentation is included in the P6
Documentation.zip file in the media pack.

After downloading and extracting the contents of the P6 Documentation.zip file, go to the
Documentation\<language> folder, then launch the Primavera Documentation Center.pdf file to access all
available Primavera P6 documentation.

The Oracle Primavera P6 Administrators Guide, Oracle Primavera P6 Project Management Reference
Manual, and Oracle Primavera P6 Methodology Management Reference Manual are available in English,
Japanese, and Simplified Chinese. All other P6 manuals and technical documents are provided in English
only. The Online Help for P6 Web Access, P6 Project Management, and P6 Methodology Management is
available in English, French, German, Japanese, and Simplified Chinese. Refer to the appropriate
product documentation for instructions on selecting a language for the applications and the Online Help.

Note: There are some minor discrepancies between the English version of the Oracle Primavera P6
Administrators Guide and its corresponding Japanese and Simplified Chinese versions.

Contacting Customer Support


If you have a question about using Oracle Primavera products that you or your network administrator
cannot resolve with information in the documentation or Help, go to:

http://www.oracle.com/primavera/support.html

This page provides the latest information on accessing the Oracle Primavera Support Knowledgebase,
contacting Oracle Global Customer Support, and the support renewals process.

Quick Install Guide 16