Adding P6 EPPM Users for Primavera Data Warehouse

If you are using only Primavera Unifier, you can skip this topic. See Adding Primavera Unifier Users for Primavera Data Warehouse instead.

In order for a P6 EPPM user to access data in Primavera Data Warehouse, you must set up the correct user security in P6 EPPM prior to running the STARETL process.

To configure a new P6 EPPM user to access the data within Primavera Data Warehouse, complete the following steps:

  1. Log in to P6 EPPM with a user account that has Administrator privileges.
  2. In P6 EPPM, go to the Administer menu link and select User Access.
  3. From the User Access window, create or modify the user accounts that will need access to data within Primavera Data Warehouse.

    Note: When accessing data in Primavera Data Warehouse from external applications (for example, Oracle Business Intelligence), the username must match exactly between P6 EPPM and any external application. Therefore, username must adhere to the requirements of all applications (for example, P6 EPPM, Oracle Business Intelligence, and so on) in order to function correctly. For example, P6 EPPM may allow characters for the username that Oracle Business Intelligence does not allow. You must ensure the username will work in all applications.

  4. Select the user account, and in the lower section of the screen, click the Module Access tab.
  5. In the module access panel, place a check mark (double click in the checkbox so it becomes selected) in the access column next to the P6 Analytics module to grant this users access to data in Primavera Data Warehouse.
  6. Click the Save icon on the toolbar to save the module access settings for this user.
  7. Repeat these steps for each user account that will need to access data from Primavera Data Warehouse.
  8. Once all the user privileges and access in P6 EPPM are set up and complete, the "Publish Security" Global Schedule Service needs to be run. See Configuring and Running P6 EPPM Publication Services for details about publication services and how to configure them to run at regularly scheduled intervals.

    Note: You can schedule this service to run immediately or later, but it must run to successful completion prior to running the STARETL process.



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Last Published Monday, December 14, 2020