When you first gain access to your cloud deployment, consider the following workflow that can help you quickly create users and assign access to applications:
- Learn about the Primavera Portal. The Primavera Portal is the landing page to your applications. Both users and administrators will use this page. For more information about the Cloud Portal, refer to About the Primavera Portal.
- Review the Identity Management Administration Guide to learn how to manage user identity and access, including the following:
- Managing user accounts
- Managing companies
- Managing the password policy
- Depending on the applications that you are using, review the product-specific documentation to learn about the following:
- Using the application.
- Assigning application-specific privileges or permissions for function or application access.
- Understanding the parts of your application that may differ from a typical, on-premises deployment of the same application.
For details on the relevant documents for each product, see Where to Go From Here.
- Coordinate with the administrators for your application to determine the users that require access to it and the access type they require.
- Determine your password policy.
- Create user accounts in Primavera Administration. You can add users one at a time or import users in bulk. For details, see the Identity Management Administration Guide.
- If you haven't already done so, assign application access to each user. For details, see the Identity Management Administration Guide.
- Reset each user's password in Primavera Administration. For details, see the Identity Management Administration Guide.
Note: For details on enabling identity federation with your application, see Enabling Federated Identity Single Sign-On (SSO) Through SAML 2.0 For Primavera Products Hosted In Oracle Cloud (Doc ID 2087067.1) on My Oracle Support at http://support.oracle.com.
Tips
- Some corporate network firewalls may block P6 features if the firewall has strict security or filter configurations in place. This may cause various intermittent error messages to be displayed in the browser or in P6 Professional. If these errors occur when running on a corporate network but do not occur when running from a public or home internet provider, the culprit is most likely to be the corporate firewall rules.
Oracle recommends that you test while P6 URLs are fully allow-listed in the firewall to confirm that the firewall is the cause of the issue. You can then re-enable the original rules, reproduce the error, and check the firewall log files to determine the cause of the issue. Next disable one firewall check at a time for the P6 URLs and test again. When you can no longer reproduce the errors, you will know which firewall check or checks need to be relaxed for the P6 URLs.
If you are unable to determine specific firewall checks which are causing the errors, allow-list the P6 URLs.
- If you are also a licensed user of Primavera Analytics on-premises or Primavera Data Warehouse on-premises, use the Primavera Analytics Cloud Sync Utility to populate your on-premises Primavera Data Warehouse with data from your P6 EPPM cloud instance. For more details, see the Primavera Analytics Cloud Service Administration Guide.