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P6 Professional Installation and Configuration Guide (Microsoft SQL
Server Database) 16 R1
May 2016
About This Guide...................................................................................... 11
Shared Topics in This Guide ........................................................................ 12
Planning Your Implementation ..................................................................... 13
Planning Checklist ..................................................................................... 13 Client and Server Requirements ..................................................................... 14
Factors Affecting Memory Utilization by P6 Professional ........................................ 15
Security Guidance .................................................................................... 17
Security Guidance Overview ......................................................................... 17
Safe Deployment of P6 Professional ................................................................ 17
Administrative Privileges Needed for Installation and Operation ........................ 17 Minimum Client Permissions Needed for P6 Professional ................................. 18
Physical Security Requirements for P6 Professional ....................................... 19 Authentication Options for P6 Professional ........................................................ 19 Authorization for P6 Professional ................................................................... 20 Confidentiality for P6 Professional .................................................................. 20
Sensitive Data for P6 Professional ................................................................... 20 Reliability for P6 Professional ....................................................................... 20 Cookie Usage in P6 Professional ..................................................................... 21
Additional Sources for Security Guidance .......................................................... 22
Automatic Database Installation ................................................................... 23
Automatic SQL Server Database Installation Overview ........................................... 23
About the Database Wizard .......................................................................... 24
Automatically Installing a Microsoft SQL Server Database and Loading Application Data
.................................................................................................... 25 Creating a Microsoft SQL Server Database .................................... 25 Loading Application Data ........................................................ 27
Base Currency ..................................................................... 28
Private Database Logins .............................................................................. 28
Adding Private Database Logins for P6 Professional ....................................... 29
Modifying Private Database Logins for P6 Professional .................................... 30
Deleting Private Database Logins for P6 Professional ..................................... 31
Resetting Private Database Passwords ....................................................... 32
Manual SQL Server Database Configuration ...................................................... 33
Manual SQL Server Database Configuration Overview ............................................ 33
Creating the Database Structure for Microsoft SQL Server and Loading Application Data .................................................................................................... 35 Creating the P6 Professional Database Structure ............................ 35
Copying the Script Files to a Local Drive ...................................... 35 Creating the Database ........................................................... 35
Creating Users and Tables ....................................................... 36
Installing Sample Data and Creating Your P6 Professional Admin Superuser
Password for Microsoft SQL Server ............................................. 37 Creating Remaining P6 Professional Database Objects ...................... 38
Dropping P6 Professional Database Objects................................... 39
Changing the Database Base Currency .............................................................. 39
Base Currency ................................................................................... 39 Reviewing Currency Choices .................................................................. 39
Changing the Base Currency ................................................................... 40
Private Database Logins .............................................................................. 40
Resetting Private Database Passwords to Use the New Encryption Algorithm ......... 41 Adding Private Database Logins for P6 Professional ....................................... 42
Modifying Private Database Logins for P6 Professional .................................... 43
Deleting Private Database Logins for P6 Professional ..................................... 44
Automatic Database Upgrade Considerations and Prerequisites ............................ 45
Database Upgrade Process ........................................................................... 45
Convert Methodologies to Projects ........................................................... 46
Risks Migration .................................................................................. 47
Upgrading a Microsoft SQL Server Database ....................................................... 48
Upgrading a Microsoft SQL Server Database ................................................ 49
Configuring the Microsoft SQL Server Database ............................................ 50
Database Administration ............................................................................ 51 Background Processes and Cleanup in P6 Professional ........................................... 51 RDBMS Scheduler Configuration ..................................................................... 51 Database Settings Table .............................................................................. 52
Reading Setting Values ................................................................................ 53
Using Code to Read Setting Values for Microsoft SQL Server ............................. 53
Writing Setting Values ................................................................................ 54
Using Code to Write Setting Values for Microsoft SQL Server ............................ 54
Tracking Background Job Execution ................................................................ 55
High Level Status Settings ..................................................................... 55
The BGPLOG Table.............................................................................. 56
SYMON (System Monitor) Procedures ............................................................... 56
OBSPROJ_PROCESS_QUEUE Procedure ....................................................... 57
USESSION_CLEANUP_EXPIRED Procedure .................................................... 58
Tracking Concurrent Usage of P6 Professional ............................... 60
DAMON (Data Monitor) Procedures .................................................................. 61
BGPLOG_CLEANUP Procedure ................................................................. 61
REFRDEL_CLEANUP Procedure ................................................................ 62 CLEANUP_PRMQUEUE Procedure .............................................................. 63 USESSION_CLEAR_LOGICAL_DELETES Procedure ........................................... 64 CLEANUP_LOGICAL_DELETES Procedure ..................................................... 65 PRMAUDIT_CLEANUP Procedure .............................................................. 66 CLEANUP_USESSAUD Procedure ............................................................... 67
USER_DEFINED_BACKGROUND Procedure .................................................... 68
Safe Deletes ............................................................................................ 69
Turning Off Safe Deletes ....................................................................... 69
Native Database Auditing ............................................................................. 69
Auditing Level Configuration .................................................................. 70 Simple Configuration ........................................................................... 70
Detailed Configuration ......................................................................... 71 Auditing Status .................................................................... 71
Options Setting .................................................................... 71
SETTINGS_WRITE_STRING Procedure ........................................... 72 The Audit Table ................................................................................. 73 Session Auditing ................................................................................. 74
Column Audit Data .............................................................................. 74
P6 Professional Database Connections Using a Non-Default Microsoft SQL Server Port ..... 75
Database Administrator Settings for a Non-Default Microsoft SQL Server Port ........ 75
Installing P6 Professional ............................................................................ 76
Database Client Software ............................................................................. 76
Microsoft SQL Server Database Client Software ............................................ 76
Running the Installation Wizard ..................................................................... 77
Typical Installation ............................................................................. 78
Advanced Installation .......................................................................... 79
Running Database Configuration After Installation ............................................... 80
Configuring a Microsoft SQL Server Database Connection From the Command Line .. 81
Configuring Client Computers for a Non-Default Microsoft SQL Server Port ........... 82 Enabling Excel Import/Export with the 64-Bit Version of P6 Professional ..................... 83 Setting the Industry Type ............................................................................. 84
Installing Local Copies of P6 Professional and Visualizer Help .................................. 85
Installing P6 Visualizer Only ........................................................................ 86
Installing Local Copies of Visualizer Help .......................................................... 87
Installing the P6 Professional SDK Only ........................................................... 88
Updating the Path System Variable for the P6 Professional SDK ................................ 89
Installing Job Service ................................................................................ 90
Installing Job Service and Distributed Job Service Only ......................................... 91 Configuring Windows 2008 Server for Job Service ................................................ 92
Configuring Windows 2008/2012 Server R2 for Job Service ..................................... 92 Set the Job Service Log On Account ......................................................... 93 Configure the Job Service to Send Jobs Directly to a Printer ................................... 93
Specify a Different Language for Job Service ..................................................... 93
Configuring Distributed Job Service .............................................................. 94
Distributed Job Service Overview ................................................................... 94 Prepare the Controller and DJS Servers for Installation and Configuration ................... 94 Installing the Distributed Job Service ............................................................... 94 Disabling the Windows Firewall ...................................................................... 95 Configure Access to the Distributed Job Service .................................................. 95 Configure DCOM for the Distributed Job Service .................................................. 96 Configure the Controller and DJS Servers .......................................................... 98
Job Service Registry Settings ........................................................................ 99
Unattended Setup for P6 Professional .......................................................... 103
Unattended Setup .................................................................................... 103 Running Unattended Setup .......................................................................... 104
Creating Database Connections for Unattended Setup .......................................... 107
About the Administration Configuration Tool ................................................. 108
Installing the Administration Configuration Tool ................................................. 108 Resetting Private User Passwords .................................................................. 109
Resetting Application User Passwords ............................................................. 110
Running Database Configuration Manually ..................................................... 111
Authentication in P6 Professional ............................................................... 112
About User Authentication Modes .................................................................. 112 Configuring LDAP Servers ............................................................................ 113 Provisioning LDAP User Information for the First Time ......................................... 115
Configuring P6 Professional Internal Plug-ins for Authentication .............................. 116 Login Procedures and Authentication in P6 Professional ....................................... 117
Troubleshooting Login Errors ........................................................................ 117
Users and Security .................................................................................. 118
Security Concepts in P6 Professional .............................................................. 118
Security Configuration Process in P6 Professional ........................................ 125
Useful P6 Professional Terms ....................................................................... 126
Admin superuser ............................................................................... 126
Project superuser .............................................................................. 126
Working with and defining the OBS ................................................................ 127
Organizational breakdown structure (OBS) overview ..................................... 127 Setting up the OBS ............................................................................. 127
View the OBS ................................................................................... 127 OBS security .................................................................................... 128
Add an OBS element ........................................................................... 129 Assign an OBS element to a WBS element ..................................................129 Edit an OBS element........................................................................... 129 Copy and paste an OBS element ............................................................. 130 Cut and paste an OBS element ............................................................... 130 Delete an OBS element ....................................................................... 130 View the OBS chart display ................................................................... 130
Change the OBS chart display ................................................................ 131 Move around the OBS chart .................................................................. 131 Change the OBS chart information .......................................................... 131 Assign responsibility for an issue ............................................................ 132
Assign responsibility for threshold-generated issues ..................................... 132
Setting up and starting to work with the EPS ..................................................... 132
Enterprise Project Structure overview ..................................................... 132
Defining the Enterprise Project Structure ................................................. 133 Set up the EPS structure ...................................................................... 133 Add a project to the EPS hierarchy ......................................................... 134 Delete an EPS node or project ............................................................... 134
Copy an EPS node or project ................................................................. 135
Managing User Security (P6 Professional Only) ................................................... 136
Setting up user security (P6 Professional Only) ........................................... 136 Module access (P6 Professional Only) ....................................................... 137 Security profiles................................................................................ 137
Global profiles .................................................................................. 138
Global Privilege Definitions (P6 Professional Only) ......................... 138
Project profiles ................................................................................ 144
Project Privilege Definitions (P6 Professional Only) ........................ 144 Add new users (P6 Professional Only) ....................................................... 150 List number of users having access to P6 Professional (P6 Professional Only) ........ 152 Change user security profiles (P6 Professional Only) ..................................... 152 Change user passwords (P6 Professional Only) ............................................ 153 Enable or disable user access to P6 Professional (P6 Professional Only) .............. 153 Remove users (P6 Professional Only) ....................................................... 153 Create global profiles (P6 Professional Only) .............................................. 154
Assign global profiles (P6 Professional Only)............................................... 154 Change global profiles (P6 Professional Only) ............................................. 154 Delete global profiles (P6 Professional Only) .............................................. 154 Create project profiles (P6 Professional Only) ............................................ 155 Assign project profiles (P6 Professional Only) ............................................. 155 Change project profiles (P6 Professional Only) ............................................ 156
Delete project profiles (P6 Professional Only) ............................................ 156
Managing Resource Security (P6 Professional Only) ............................................. 157
Introduction to Resource Security ........................................................... 157 Implementing Resource Security (P6 Professional Only) .................................159 Enable Resource Security (P6 Professional Only) .......................................... 160
Disable Resource Security (P6 Professional Only) ......................................... 161 Displaying Resource Access Information (P6 Professional Only) ........................ 162
Change Resource Security (P6 Professional Only) ......................................... 162
Application Settings and Global Data ........................................................... 163
Defining Administrative Preferences (P6 Professional Only) ................................... 163
Administrative preferences (P6 Professional Only) ....................................... 163 Change the global code separator (P6 Professional Only) ............................... 163 Set the week start day (P6 Professional Only) ............................................. 163 Set a default activity duration (P6 Professional Only) ................................... 164 Define maximum hierarchy levels (P6 Professional Only) ................................ 164 Define maximum project activity codes (P6 Professional Only) ........................ 164 Define maximum baselines (P6 Professional Only) ........................................ 164
Define maximum ID lengths (P6 Professional Only) ....................................... 165 Set default workhours (P6 Professional Only) ............................................. 165 Set abbreviations for displaying time (P6 Professional Only) ............................ 165 Define default earned value settings (P6 Professional Only) ............................ 166
Set global summarization options (P6 Professional Only) ................................ 167 Set the Online Help location (P6 Professional Only) ...................................... 168
Setting the Industry Type ..................................................................... 169
Defining Administrative Categories (P6 Professional Only) ..................................... 170
Administrative categories (P6 Professional Only) ......................................... 170
Baseline Types (P6 Professional Only) ...................................................... 170 Create a baseline type .......................................................... 170 Edit a baseline type (P6 Professional Only) .................................. 171
Delete a baseline type (P6 Professional Only) ............................... 171
Expense Categories (P6 Professional Only) ................................................. 172 Create expense categories (P6 Professional Only) .......................... 172 Rename expense categories (P6 Professional Only) ........................ 172
Delete expense categories (P6 Professional Only) .......................... 172
WBS Category (P6 Professional Only) ....................................................... 173 Edit the WBS category (P6 Professional Only) ............................... 173 Create WBS category values (P6 Professional Only) ........................ 173 Assign WBS Category values (P6 Professional Only) ......................... 173 Change WBS category values (P6 Professional Only) ........................ 173
Delete WBS category values (P6 Professional Only) ........................ 174
Document Categories (P6 Professional Only) .............................................. 174 Create document categories (P6 Professional Only) ........................ 174 Rename document categories (P6 Professional Only) ...................... 174
Delete document categories (P6 Professional Only) ........................ 174
Document Statuses (P6 Professional Only) .................................................175 Create a document status (P6 Professional Only) ........................... 175 Change document status names (P6 Professional Only) .................... 175
Delete a document status (P6 Professional Only) ........................... 175
Risk Categories (P6 Professional Only) ...................................................... 176 Create risk categories (P6 Professional Only) ................................ 176
Edit risk categories (P6 Professional Only) ................................... 176
Delete risk categories (P6 Professional Only) ................................ 176
Notebook Topics (P6 Professional Only) .................................................... 177 Create notebooks (P6 Professional Only) ..................................... 177 Change notebook names (P6 Professional Only) ............................. 177
Delete notebooks (P6 Professional Only) ..................................... 177
Units of Measure (P6 Professional Only) .................................................... 178
Define the units of measure for material resources (P6 Professional Only)178
Delete Units of Measure (P6 Professional Only) ............................. 178
Defining Currencies (P6 Professional Only) ....................................................... 179
Currencies (P6 Professional Only) ........................................................... 179 Add a view currency (P6 Professional Only) ............................................... 179
Define a base currency (P6 Professional Only) ............................................ 180
Setting User Preferences ............................................................................ 181
Define user preferences ...................................................................... 181 Define how to display time information .................................................... 182 Specify a format for dates .................................................................... 182 Specify a format for currency ................................................................ 183 Select a view currency ........................................................................ 183 Enter e-mail settings .......................................................................... 183
Set wizard options ............................................................................. 183 Change my password .......................................................................... 184 Set startup options ............................................................................ 184
Create a log of tasks .......................................................................... 185 Define the range of financial periods to display in columns ............................. 185 Set resource analysis options ................................................................ 186 Select Startup Filters .......................................................................... 187
Select calculation options for resource and role assignments .......................... 187
Windows Terminal Services and Citrix ......................................................... 189
Pre-Installation Considerations ..................................................................... 190
Installing P6 Professional on Terminal Services .................................................. 191
Using Oracle Secure Global Desktop ............................................................ 193
Troubleshooting Importing Projects from P3 to P6 Professional (P6 Professional Only)194
Enabling the P3 Option in the P3/SDEF to XER Project Conversion Dialog Box .............. 195
Registering ra32.dll................................................................................... 196 For More Information .............................................................................. 197
Where to Get Documentation ....................................................................... 197 Documentation Accessibility ........................................................................ 197 Where to Get Training ............................................................................... 197
Where to Get Support ................................................................................ 198
Legal Notices ........................................................................................ 199
This guideis a step-by-step guide to installing and configuring P6 Professional software modules. It is organized as follows:
Overview
Provides an overview of P6 Professional software components, discusses how to plan an implementation for your organization, and offers an overview of the process of installing and configuring P6 Professional software components. Security guidelines are also outlined to assist you with creating a secure P6 Professional installation.
Database Installation and Configuration
Provides steps for using a wizard to automate the process of creating the P6 Professional database on either Oracle or Microsoft SQL Server and loading application data into the databases. This part also details how to manually create a database and use a wizard to automatically upgrade your database from previous versions of P6 Professional.
Installation and Configuration
Describes how to install and configure P6 Professional and an additional component. This section explains how to:
4 Install P6 Professional.
4 Install an additional component, the P6 Professional SDK (Software Development Kit).
4 Create and run an unattended setup.
4 Configure module connectivity to the P6 Professional database.
P6 Professional Application Administration
Describes how to customize P6 Professional applications, once installed. Specifically, this section covers how to:
4 Set up users and configure security.
4 Modify application settings and global enterprise data. 4 Set up authentication and provision users.
Tip
See Security Guidance (on page 17) for more information about security guidelines.
P6 Professional can connect to a P6 Professional database or a P6 EPPM database. Some of the information in the documentation is relevant to only one of the databases. These topics are qualified in the title of the topic.
When a topic title is followed by (P6 Professional Only), the topic is relevant only when P6
Professional is connected to a P6 Professional database. When a topic title is followed by (P6 EPPM Only), the topic is relevant only when P6 Professional is connected to a P6 EPPM database.
Some topics include information that is relevant when connected to either database. These topics will not be qualified. For example, the information in the topic, "Create a project," applies when P6 Professional is connected to either database.
Other topics are generally relevant to both databases, but include some information that is only relevant when connected to a P6 Professional database and some that is only relevant when connected to a P6 EPPM database. In these cases, the topics include conditional phrases, such as:
4 "When connected to a P6 Professional database..."
4 "When P6 Professional is connected to a P6 EPPM database..."
4 "(P6 EPPM Only)"
4 "This icon only appears when P6 Professional is connected to a P6 Professional database." Planning Your Implementation
Read this chapter when you are ready to plan your implementation. For more detailed information and assistance, please consult with Oracle Global Customer Support (if you have questions about installation) or Oracle Primavera GBU Consulting (if you want Oracle Primavera to assist you with your implementation.)
When planning your implementation, you will first need to know which client modules and server components have to be installed and configured, and where those modules and components need to be installed. The following is a set of questions that you will want to answer before you begin implementing P6 Professional on a Microsoft SQL Server.
Which workstations will require P6 Professional?
All P6 Professional users will need access to the database server. Before you install the Microsoft
SQL Server database, you must first install and configure Oracle Gateway to use the Primavera Data Warehouse with P6 Professional. For more details, refer to the Primavera Data Warehouse Installation and Configuration Guide.
Which workstations will require P6 Professional?
All P6 Professional users will need access to the database server. The required Microsoft SQL Server files are already included with Windows.
Do you want your administrators to install P6 Professional using standardized preconfigured settings?
If you want your client module to be configured identically, your administrators can run an unattended setup based on a standard configuration. You can create one or more sets of unattended setup files and share them on a network server.
Do you need to integrate your project data with other global systems?
If you need to integrate your project data with other global systems, such as Accounting or Human Resources applications, you will need to install P6 Integration API or P6 EPPM Web Services on computers that require access to the data. The P6 Integration API requires knowledge of Java programming. P6 EPPM Web Services seamlessly integrates P6 Professional functionality into other applications via open standards, including XML, SOAP, and WSDL.
Do some users require the ability to manage their projects in Microsoft Project while utilizing P6 Professional to manage global data?
Your organization might currently use Microsoft Project to manage projects. Use P6 and P6 Professional import/export functionality to share projects, resources, and roles data with Microsoft Project. For more information, see the P6 Help or the P6 Professional Help.
Will your team members use P6 Progress Reporter to submit timesheets to the project/resource managers? If so, will you require that resource and/or project managers review and approve resource timesheets?
If team members will use P6 Progress Reporter, you will need to install P6 Progress Reporter files on an application server.
If you require that resource and/or project managers review and approve resource timesheets, you must install P6. The Timesheet Approval application, which is installed on the P6 Professional application server when you install P6, enables timesheet approval managers to review, approve, and reject timesheets, communicate with P6 Progress Reporter resources, and run timesheet reports. Once installed, you can configure access to Timesheet Approval from P6.
Do you want to utilize password security features?
When the authentication mode is set to "Native," most of P6 Professional, with the exception of the P6 Professional SDK, offers a strong password policy feature. When enabled, this feature requires that all new and modified passwords be between 8 and 20 characters and contain at least one number and one letter. If using LDAP authentication, the security set on the host authentication server overrides the password security features in P6 Professional.
After determining your P6 Professional implementation plan, ensure that your hardware and software can support it.
For the full list of system requirements, versions, and tested configurations, see the Tested Configurations document.
Planning Your Implementation
Memory (RAM) utilization by P6 Professional is impacted by several factors, which can be categorized broadly as project complexity and presentation complexity. In general, an individual project with more activities, relationships, multi-level WBS, multi-level OBS, and which is planned over a longer period of time will require more memory than one with fewer activities, relationships, a simpler WBS and a simpler OBS. Additionally, a more complex User Interface experience – one in which multiple windows are open, many groups are displayed, and many layouts are available will consume more memory than a less complex User Interface experience.
Also the amount of memory needed during Scheduling is impacted primarily by the number of relationships among activities and the depth of relationships among activities. When there are more complex relationships among activities, Scheduling will consume more memory.
Factors Impacting Project Complexity:
4 Number of Activities
4 Number of Relationships
4 Number of Currently Opened Projects
4 Number of Baselines
4 Project Length
4 Depth of WBS Structure
4 Depth of OBS Structure
4 Number and length of Activities/Assignments
4 Language: Whether double-byte/Unicode Language or single-byte language
4 Number of Code Assignments
4 Assigned to Project
4 Assigned to Activities
4 Assigned to Resources
4 Number of UDFs and Data Type of UDFs
4 UDF Assignments
4 Assigned to Project
4 Assigned to Activities
4 Assigned to Resources
4 EPS Complexity
4 It takes more memory to represent a complex, multi-level EPS than a flat EPS
4 Summary data is stored at each EPS level
4 Resource Assignments
4 Having a large number of resource assignments will affect resource summary records and thus have an impact on memory usage.
4 Calendars
4 Calendars will not significantly impact memory usage, unless there are many calendar exceptions and the Gantt view is shown with bar necking.
Factors Impacting Presentation Complexity:
4 Number of Windows Open
4 Number of Columns displayed
4 Number of Layouts available
4 Grouping
4 Number of Grouping Rows
4 Number of Grouping Levels
This chapter provides guidelines on creating an overall secure environment for P6 Professional. It summarizes security options to consider for each installation and configuration process and details additional security steps that you can perform before and after P6 Professional implementation.
During the installation and configuration process for P6 Professional, several options are available that impact security. Depending on your organization‘s needs, you might need to create a highly secure environment for all P6 Professional environments. Use the following guidelines to plan your security strategy for P6 Professional:
4 Review all security documentation for applications and hardware components that interact or integrate with P6 Professional. Oracle recommends you harden your environment. See Additional Sources for Security Guidance (on page 22) for links to information that can help you get started.
4 Read through the summary of considerations for P6 Professional included in this document. Areas covered include: safe deployment, authentication options, authorization, confidentiality, sensitive data, reliability, and cookies usage.
Tips
As with any software product, be aware that security changes made for third party applications might affect P6 Professional applications.
To ensure overall safe deployment of P6 Professional, you should carefully plan security for all components, such as database servers and client computers that are required for and interact with P6 Professional. Certain components for P6 Professional are only available for 64-bit or 32-bit installations. In addition to the documentation included with other applications and hardware components, follow the P6 Professional-specific guidance below.
As the P6 Professional Administrator, you should determine the minimum administrative privileges or permissions needed to install, configure, and operate P6 Professional.
Users do not have to be administrators on their machines to run P6 Professional. Instead, you can grant minimum permissions to create a more secure environment.
The following is a summary of the minimum system requirements needed to access and run components of P6 Professional:
Files
The following files in <local drive>\Program Files\Oracle\Primavera P6\P6 Professional require Read&Execute/Read permission to run P6 Professional applications and to create and modify database alias connections:
4 dbconfig.cmd
4 dbexpsda30.dll
4 dbexpsda40.dll
4 dbexpoda40.dll
4 dbexpoda30.dll
4 dbexpoda40.dll
4 DbExpPrC.dll (only needed when using P6 Compression Server)
4 dbexpsda.dll
4 dbxadapter.dll (only needed when using P6 Compression Server)
Note: On a 64-bit target computer with a 32-bit installation, the file path is <local drive>\Program Files (x86)\Oracle\Primavera P6\P6 Professional.
The following file in <local drive>\Program Files\Oracle\Primavera P6\P6 Professional\P6Tools requires Read&Execute/Read permission to log in to P6 Professional applications: 4 PrimaveraAdminConfig.exe
Note: On a 64-bit target computer with a 32-bit installation, the file path is <local drive>\Program Files (x86)\Oracle\Primavera P6\P6 Professional\P6Tools.
The default location for pm.ini and PrmBootStrapV2.xml is \%LOCALAPPDATA%\Oracle\Primavera P6\P6 Professional.
During installation, this file is also copied to \%PROGRAMDATA%\Oracle\Primavera P6\P6
Professional. This file is not modified during use of P6 Professional, so you can copy it to the current user location (USERPROFILE or LOCALAPPDATA) if you need to revert P6 Professional back to its original state (for example, if files become corrupted).
The Output directory for File, Export, Log output files requires Read&Execute/Read/Write to create and write output files.
Registry Keys
4 For a 32-bit platform on a 32-bit operating system or a 64-bit platform on a 64-bit operating system:
HKEY_LOCAL_MACHINE\Software\Primavera READ
For a 32-bit platform on a 64-bit operating system:
HKEY_LOCAL_MACHINE\Software\Wow6432Node\Primavera
Note: For the Update Baseline and Schedule Comparison tools, the key is opened in Read/Write/Delete mode.
You should physically secure all hardware hosting P6 Professional to maintain a safe implementation environment. Consider the following when planning your physical security strategy:
4 You should install, configure, manage, and maintain your environment according to guidance in all applicable installation and configuration documentation for P6 Professional.
4 You should install P6 Professional components in controlled access facilities to prevent unauthorized access. Only authorized administrators for the systems hosting P6 Professional should have physical access to those systems. Such administrators include the Operating System Administrators, Application Server Administrators, and Database Administrators.
4 You should use Administrator access to client machines only when you install and configure P6 Professional modules.
Authentication determines the identity of users before granting access to P6 Professional modules. P6 Professional offers the following authentication modes:
Native is the default mode for P6 Professional. In Native mode, the P6 Professional database acts as the authority and the application handles the authentication of the user who is logging into that application.
Lightweight Directory Access Protocol (LDAP) authenticates users through a directory and is available for P6 Professional applications. P6 Professional supports LDAP referrals with Oracle Internet Directory and Microsoft Windows Active Directory. LDAP referrals allow authentication to extend to another domain. You can also configure multiple LDAP servers, which supports failover and enables you to search for users in multiple LDAP stores. In LDAP mode, an LDAP directory server database confirms the user‘s identity when they attempt to login to a P6 Professional application.
LDAP helps you create the most secure authentication environment available in P6 Professional.
Grant authorization carefully to all appropriate P6 Professional users.
To help you with security planning, consider the following authorization-related options:
4 Use Global profiles to limit privileges to global data. Assign the Admin Superuser account sparingly.
4 Use Project profiles to limit privileges to project data. Assign the Project Superuser account sparingly.
4 Assign OBS elements to EPS and WBS nodes to limit access to projects.
4 Assign resource access limitations to each user.
Confidentiality ensures only authorized users see stored and transmitted information. In addition to the documentation included with other applications and hardware components, follow the P6 Professional-specific guidance below.
4 For data in transit, use SSL/TLS to protect network connections among modules. If you use LDAP authentication, ensure you use LDAPS to connect to the directory server.
4 For data at rest, refer to the documentation included with the database server for instructions on securing the database.
Protect sensitive data in P6 Professional, such as user names, passwords, and e-mail addresses. Use the process below to help during your security planning:
4 Implement security measures in P6 Professional to carefully grant users access to sensitive data. For example, use a combination of Global Profiles, Project Profiles, and OBS access to limit access to data.
4 Implement security measures for applications that interact with P6 Professional, as detailed in the documentation included with those applications.
Protect against attacks that could deny a service by:
4 Installing the latest security patches.
4 Replacing the default Admin Superuser (admin) immediately after a manual database installation or an upgrade from P6 version 7.0 and earlier.
4 Ensuring log settings meet the operational needs of the server environment. Do not use "Debug" log level in production environments.
4 Documenting the configuration settings used for servers and create a process for changing them.
4 Protecting access to configuration files with physical and file system security.
When using P6 Professional, the server may generate the following cookies and send them to the user’s browser. The user’s machine stores the cookies, either temporarily by the browser, or permanently until they expire or are removed manually.
|
Cookie Name |
Description
|
Scope
|
Retention
|
Encrypted ? |
|
|
||||
|
sw |
Applies only for the Help system. Stores the last search term used in the help system. |
Current working directory only on the current host (for example, if located at http://host/ help, only valid for the http://host/ help directory). |
None (expires at end of session) |
No |
|
sm |
Applies only for the Help system. Stores the type of search used in the help system. Value corresponds as: 0: All words, 1: Any words, 2: Exact phrase. Any other value is invalid. |
Current working directory only on the current host (for example, if located at http://host/ help, only valid for the http://host/ help directory). |
None (expires at end of session) |
No |
|
ORA_PHELP_1111 |
Applies only for the Help system. Stores the current style for the help system. Only valid values are "contrast" or "default". |
Any location on the current domain. |
One year |
No |
You should properly secure the databases, platforms, and servers you use for your P6 Professional. You might find the links below helpful when planning your security strategy.
Oracle Database 11g
http://docs.oracle.com/cd/E25054_01/network.1111/e16543/toc.htm
Oracle Database 12c
https://docs.oracle.com/database/121/nav/portal_25.htm
Oracle Linux Security Guide http://www.oracle.com/technetwork/articles/servers-storage-admin/secure-linux-env-1841089.ht ml
Microsoft Windows Server 2012
https://technet.microsoft.com/en-us/library/jj898542.aspx
Microsoft SQL Server 2012 Database
https://msdn.microsoft.com/en-us/library/bb283235(v=sql.110).aspx
Microsoft SQL Server 2014 Database
https://msdn.microsoft.com/en-us/library/bb283235(v=sql.120).aspx
Note: This is not a comprehensive list.
Follow the steps in this chapter to set up and load the P6 Professional database on a server using the automatic install process.
One database is used to run P6 Professional and store data used by all P6 Professional applications.
For detailed steps on installing Microsoft SQL Server, refer to Microsoft‘s SQL Server database documentation.
P6 Professional supports Oracle and Microsoft SQL Server databases. See Client and Server Requirements (on page 14) for details on which versions are supported. Microsoft SQL Server software must be installed on the database servers before you can create the database.
You can run the database wizard to automatically create a database structure and load application data into it; or, you can manually configure the database structures and then run a batch file to load application data. This chapter walks you through the automatic method. See Manual SQL Server Database Configuration (on page 33) for the manual instructions.
Note:See Automatic Database Upgrade Considerations and
Prerequisites (on page 45) for details if you have previously installed and configured P6 Professional databases and want to upgrade to the current version.
See Database Administration (on page 51) for additional tips and considerations related to database performance along with additional settings.
Microsoft SQL Server Considerations
Before installing the P6 Professional database, consider the following:
4 If you intend to run P6 Professional on a Microsoft SQL Server database server, the required Microsoft SQL Server client files are automatically installed when you install P6 Professional on a client machine.
4 To prevent duplicate values in P6 Professional modules appearing due to leading or trailing spaces, ensure that the ANSI_PADDING setting in Microsoft SQL Server is Off. For example, if one user enters "Equipment" and another user enters " Equipment" (with a leading space) for resource codes, the database will store both of these as valid values if ANSI_PADDING is On. If ANSI_PADDING is Off, the database will remove the leading space in the second entry and tell the user to enter a unique ID. See the documentation included with Microsoft SQL Server for more information.
4 See P6 Professional Database Connections Using a Non-Default Microsoft SQL Server Port if you will be using a non-default port for Microsoft SQL Server for additional configuration instructions after installation.
Note: P6 Professional does not support passwords with multi-byte characters.
To configure the SQL database server for SSL, please see instructions for configuring SQL Database Server SSL in the Microsoft Documentation. Questions and support for SQL Server installation or configurations should be directed to the database vendor, Microsoft.
The Database wizard guides you through the steps for creating
a new database structure and loading the application data into it. You do not need
to be an experienced DBA to perform these steps; however, Oracle or Microsoft
SQL Server must already be installed on the database server.
You can run the Database wizard to create a new database from a client computer or from the server itself. The Database wizard creates any necessary file structures and database users for you.
For information on how to run the Database wizard from a command line, refer to My Oracle Support‘s Knowledge Articles.
Complete the following steps to automatically create a Microsoft SQL Server database and load application data.
Creating a Microsoft SQL Server Database
To create a Microsoft SQL Server database:
1) Set the JAVA_HOME location: In your Windows system environment:
For Linux, add the JAVA_HOME Environment variable to the dbsetup.sh (in the Database folder of the physical media or download) file before running it. For example: export
JAVA_HOME=/usr/java/jre1.8.0_73/
2) Run dbsetup.bat (dbsetup.sh for Linux) from the Database folder of the P6 Professional physical media or download.
Note:Click Next on each wizard screen to advance to the next step.
3) On the Primavera P6 dialog box:
4) On the Connection Information dialog box:
5) On the Configure Microsoft SQL Server dialog box:
Note: Do not use special characters in the database name, privileged user, or public user name, for example: { } [ ] : ; < > , . ? ! @ # $ % ^ & * ( ) - _ | / \ ~ `
The data file contains the database tables and procedures. The log file contains a record of changes. By default, the Database wizard stores these files in the folder on your server where Microsoft SQL Server is installed. The database name that you specify is used to name the files. If you change the location, the destination folder must exist on the server.
The database code page will default to what is already selected for Microsoft SQL Server. Select a different code page, if necessary.
6) On the Create SQL Server Users dialog box, specify the SQL database privileged and public user names and passwords. If you already have a privileged or public user you want to use, you can select the Use existing option.
Notes:
7) Click Next.
Clicking Next will begin the initial creation of the P6 Professional database, so you will no longer be able to click Previous to change your prior selections. However, in Loading Application Data
(on page 27), you will have the option to either click Install or Cancel.
Loading Application Data
To continue installing the SQL database and load application data:
1) In the Configuration Options dialog box:
Notes: