Oracle Primavera P6TM Professional Project Management version 7.

Quick Install Guide February 2011

Revision 7.0.0.0.3

Copyright 1999, 2011, Oracle and/or its affiliates. All rights reserved. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. Except as may be expressly permitted in your license agreement for these Programs, no part of these Programs may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose. If the Programs are delivered to the United States Government or anyone licensing or using the Programs on behalf of the United States Government, the following notice is applicable: U.S. GOVERNMENT RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are "commercial computer software" or "commercial technical data" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the Programs, including documentation and technical data, shall be subject to the licensing restrictions set forth in the applicable Oracle license agreement, and, to the extent applicable, the additional rights set forth in FAR 52.227-19, Commercial Computer Software--Restricted Rights (June 1987). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065. The Programs are not intended for use in any nuclear, aviation, mass transit, medical, or other inherently dangerous applications. It shall be the licensee's responsibility to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of such applications if the Programs are used for such purposes, and we disclaim liability for any damages caused by such use of the Programs. Oracle and Primavera are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners. The Programs may provide links to Web sites and access to content, products, and services from third parties. Oracle is not responsible for the availability of, or any content provided on, third-party Web sites. You bear all risks associated with the use of such content. If you choose to purchase any products or services from a third party, the relationship is directly between you and the third party. Oracle is not responsible for: (a) the quality of third-party products or services; or (b) fulfilling any of the terms of the agreement with the third party, including delivery of products or services and warranty obligations related to purchased products or services. Oracle is not responsible for any loss or damage of any sort that you may incur from dealing with any third party. 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

Primavera P6 Professional Project Management Quick Install Guide

This guide provides information on the Primavera P6 Professional Project Management Media Pack, delivered by Oracle via physical media or download. This document includes detailed information on the following: Media Pack File Structure Installation Requirements and Instructions Guidelines for New Installations Guidelines for Upgrades P6 Industry Types Additional Product Documentation Contacting Customer Support

Notes: This Quick Install Guide now applies to 7.0 and 7.0 SP3. Starting with P6 version 7.0, a license file is no longer required during the P6 installation and configuration process.

Quick Install Guide

Media Pack File Structure

The media pack includes all files necessary to install P6 client applications, all manuals and technical documents related to the installation, administration, and use of P6 components, and this Quick Install Guide. The Primavera P6 Media Pack is delivered via physical media or from the Oracle E-Delivery Web site in zip files. The E-Delivery site provides instructions on how to perform a secure download. The media pack is structured as follows: Primavera P6 Professional Project Management Quick Install Guide Includes the Quick Install Guide. 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 P6 Database Setup v7.0 Includes all files for both manual and automatic application database setup. 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.

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

Installation Requirements and Instructions

For complete installation requirements and instructions for Primavera P6 client applications, including Project Management, Methodology Management, (Distributed) Job Service, and Software Development Kit, as well as associated databases and servers, refer to the Oracle Primavera P6 Administrators Guide. This guide is 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 all P6 documentation. For guidance on navigating the Oracle Primavera P6 Administrators Guide for new installations, see the next section, Guidelines for New Installations. For guidance on navigating the Oracle Primavera P6 Administrators Guide for upgrades from a previous version of P6, see Guidelines for Upgrades. For instructions on installing or upgrading the Stand-alone version of P6, refer to the document titled "Stand-Alone" in the \Documentation\<language>\Technical Documentation\Stand-alone Installation and Upgrades folder of the P6 physical media or download. For instructions on installing P6 in a Terminal Services and Citrix environment, refer to the document titled "Terminal Services and Citrix" in the \Documentation\<language>\Technical Documentation\Terminal Services and Citrix folder of the P6 physical media or download.

Quick Install Guide

Guidelines for New Installations

The following installation guidelines are provided to help you navigate through steps for new installations of P6. Complete installation information is included in the Oracle Primavera P6 Administrators Guide (hereinafter referred to as the P6 Administrator's Guide in this section). Included in this section are crossreferences to pages in the guide directly related to new installation instructions.

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 Professional Project Management. This section of the Quick Install Guide includes components and references to the following download options within the media pack: Primavera P6 Documentation Primavera P6 Client Applications v7.0 Primavera P6 Database Setup v7.0 Additional optional download includes the following: Primavera P6 Tools v7.0 P6 Administrator's Guide: Installation and configuration instructions required for P6. \Documentation\<language>\Product Manuals\adminguide.pdf Tested Configurations Document: Contains tested environment configurations and version information for tested platforms, operating systems, and Third-party software components. Release version: \Documentation \<language>\Tested Configurations\Tested Configurations.pdf

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 Oracle Primavera components in 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.

Quick Install Guide

Component Descriptions with Installation Instruction References

SYSTEM ARCHITECTURE: For an overview of the P6 components and architecture, please see the system architecture diagram referenced in the P6 Administrator's Guide on page 24. TESTED CONFIGURATIONS: For information on platform versions, operating systems, and thirdparty 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 Administrator's 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 Administrator's Guide new installation 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 MICROSOFT SQL SERVER database: The project management database (PMDB) stores the Project Management data used by Oracle Primavera software. It is a required database. During database creation, you will be given the option to create the database schema object for the optional Content Repository (document management) functionality in the same database as PMDB or two different databases. This option can be disregarded since the Content Repository functionality is only available for use with P6 Web Access. (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.

Quick Install Guide

P6 Administrator's Guide new installation instructions: Overview on page 46 Automatic database installation instructions o Oracle database on page 49 o Microsoft SQL Server database on page 53 Location in Media Pack: Installation wizard utility may be run from either of the following two locations: \Client_Applications\setup.exe (choose Other Applications > P6 Database Utility) \Client_Applications\install\database\dbsetup.bat DESKTOP CLIENTS Description: A database client (Oracle or MICROSOFT 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. P6 Administrator's Guide new installation instructions: Pre-Installation Overview on page 260 Installation on page 263 Location in Media Pack: \Client_Applications\setup.exe, chose Primavera Client Applications JOB SERVICE Description: A database client (Oracle or MICROSOFT 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.

Quick Install Guide

Job details are stored in the central project management database. The (Distributed) Job Service periodically reads the database and performs jobs as directed. Notes: 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 Administrator's 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 Location in Media Pack: \Client_Applications\setup.exe, choose custom.

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. \Client_Applications\setup.exe Installed using client application installer. See P6 Administrator's 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. \Client_Applications\setup.exe Installed using client application installer. P6 Administrator's Guide on page 275 Compression Server: An Oracle-only WAN connection alternative to Citrix for the Desktop Client Oracle Primavera P6 Tools v7.0 download: \Tools\CompressionServer\CompSrvAdminGuide.pdf

Quick Install Guide

Guidelines for Upgrades

The following installation guidelines are provided to help you navigate through upgrade steps for previous versions of P6. Complete upgrade information is included in the Oracle Primavera P6 Administrators Guide (hereinafter referred to as the P6 Administrator's Guide in this section). Included in this section are cross-references to pages in the guide directly related to upgrade instructions.

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 Professional Project Management. This section of the Quick Install Guide includes components and references to the following download options within the media pack: Primavera P6 Documentation Primavera P6 Client Applications v7.0 Primavera P6 Database Setup v7.0 Additional optional download includes the following: Primavera P6 Tools v7.0 P6 Administrator's Guide: Installation and configuration instructions required for P6. \Documentation\<language>\Product Manuals\adminguide.pdf Tested Configurations Document: Contains tested environment configurations and version information for tested platforms, operating systems, and Third-party software components. Release version: \Documentation \<language>\Tested Configurations\Tested Configurations.pdf

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 Oracle Primavera components in 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.

Quick Install Guide

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Component Descriptions with Upgrade Instruction References

SYSTEM ARCHITECTURE: For an overview of the P6 components and architecture, please see the system architecture diagram referenced in the P6 Administrator's Guide on page 24. TESTED CONFIGURATIONS: For information on platform versions, operating systems, and thirdparty 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 Administrator's 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 Administrator's 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 MICROSOFT SQL SERVER database: The project management database (PMDB) stores the Project Management data used by Oracle Primavera software. It is a required database. During database creation, you will be given the option to create the database schema object for the optional Content Repository (document management) functionality in the same database as PMDB or two different databases. This option can be disregarded since the Content Repository functionality is only available for use with P6 Web Access. (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 Administrator's Guide upgrade instructions: Upgrade Process Overview on page 286 Automatic database upgrade instructions o Oracle database upgrade instructions on page 288 o Microsoft SQL Server database upgrade instructions on page 291

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Quick Install Guide

Location in Media Pack: Installation wizard utility may be run from either of the following two locations: \Client_Applications\setup.exe (choose Other Applications > P6 Database Utility) \Client_Applications\install\database\dbsetup.bat DESKTOP CLIENTS Description: A database client (Oracle or MICROSOFT 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. P6 Administrator's Guide upgrade instructions: Upgrade Process Overview on page 262 Upgrading Client Modules on page 263 Location in Media Pack: \Client_Applications\setup.exe, chose Primavera Client Applications JOB SERVICE Description: A database client (Oracle or MICROSOFT 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.

Quick Install Guide

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Notes: 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 Administrator's Guide upgrade instructions: Uninstalling Previous Version of Job Service on page 262 Installation of 7.0 Job Service Location in Media Pack: \Client_Applications\setup.exe, choose custom.

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. \Client_Applications\setup.exe Installed using client application installer. See P6 Administrator's 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. \Client_Applications\setup.exe Installed using client application installer. P6 Administrator's Guide on page 275 Compression Server: An Oracle-only WAN connection alternative to Citrix for the Desktop Client Oracle Primavera P6 Tools v7.0 download: \Tools\CompressionServer\CompSrvAdminGuide.pdf

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Quick Install Guide

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.

Sample Data Industry Type

Code for sample data during manual database setup

Code for P6 Web Access URL

Industry Terminology Examples

Default project comparison tool

Default startup window in Project Management module

Engineering and Construction

ec

Cmt

Budgeted Units Budgeted Cost Original Duration

Claim Digger

Activities

Government, Aerospace, and Defense

pd

It

Planned Units Planned Cost Planned Duration

Schedule Comparison

User-defined

HighTechnology, Manufacturing

it

It

Planned Units Planned Cost Planned Duration

Schedule Comparison

Projects

Utilities, Oil, and Gas

mt

Cmt

Budgeted Units Budgeted Cost Original Duration

Claim Digger

Projects

Other Industry

it

It

Planned Units Planned Cost Planned Duration

Schedule Comparison

User-defined

Quick Install Guide

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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 Primavera 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 discrepancies between the English version of the Oracle Primavera P6 Administrators Guide and its corresponding Japanese and Simplified Chinese versions. For details, see the readme in the Documentation folder of the physical media or download.

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.

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Quick Install Guide