Configuring Microsoft SharePoint to Work with P6

Contents

Notes:

• These instructions contain information only on configuring Microsoft SharePoint to work with P6. They do not include information on installing Microsoft SharePoint. For Microsoft SharePoint's installation instructions, see the documentation included with Microsoft SharePoint.
• Oracle recommends that you install the P6 SharePoint Connector on the same Internet Information Server (IIS) where you installed SharePoint. However, if you want to install it on a different server, you must install the P6 SharePoint Connector on an IIS where it can continually connect to the SharePoint server and Web Access Server in the same Local Area Network.

Except where noted, the guidelines below are required. Depending on your organization, you can choose to use your own naming conventions. Refer to the documentation included with Microsoft SharePoint for detailed instructions on how to complete the guidelines in this section.

To configure Microsoft SharePoint:

1. Create a new site named "WS_FPRPC" (recommended name) on the Microsoft IIS using the IIS Admin.
2. If not already installed, install Microsoft .Net Framework 3.5 SP1. You can download it from this Web site: http://msdn.microsoft.com/en-us/netframework/cc378097.
3. From the \Tools\SharePoint Connector folder of the P6 EPPM physical media or download, launch setup.exe to install P6 EPPM Web Services on the "WS_FPRPC" site.
4. During the web service installation, retain the default virtual directory. For example, on the Select Installation Address dialog box, enter the following:

   Site = WSFPRPC
   Virtual Directory = WS_FPRPC
   Application Pool = DefaultAppPool

5. Once the installation finishes, test the installation by launching the following URL:

   http://host:port/virtual_dir/WS_FPRPC.asmx

   where host is the server machine name or IP address where you installed SharePoint, port is the port number that SharePoint is using (the default is 80), and virtual dir is the default virtual directory (for example, WS_FPRPC).

6. From the \Tools\SharePoint Connector folder of the P6 EPPM physical media or download, upload one of these templates to the SharePoint server:
   • For SharePoint 2007, WebAccessLibraryTemplate.stp.
   • For SharePoint 2010 or 2013, WebAccessLibraryTemplate2010.stp.
7. Go to Site Actions, Site Settings, List Templates and create a SharePoint document library for P6 EPPM. Note what you call the document library.
8. Enter the appropriate settings in the P6 Administrator application.

   Note: You will configure the P6 Administrator application settings when you run the P6 EPPM Configuration Wizard. See About the P6 EPPM Configuration Wizard.