When planning your implementation, you will first need to know which client modules and server components you will need to install and configure, 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.
Which relational database management system (RDBMS) will you use on your database server?
You can use either Oracle or Microsoft SQL Server on your database server. If your P6 EPPM database is a Microsoft SQL Server database, you must first install and configure the Oracle Gateway to use Primavera Data Warehouse with P6 EPPM. Installation and configuration of the Oracle Gateway is explained in 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. If using Oracle as the RDBMS, you will need to install the Oracle client software on each computer that runs this client module. If using Microsoft SQL Server as the RDBMS, the required Microsoft SQL Server files have already been 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. Alternatively, you can use configure and deploy P6 Professional using ClickOnce.
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 EPPM 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 EPPM 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.
Do you want to utilize password security features?
When the authentication mode is set to "Native, P6 EPPM 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. P6 offers additional password security enhancements when using Native mode, such as a login lockout count and login lockout duration. If using Single Sign-On or LDAP authentication, the security set on the host authentication server overrides the password security features in P6 EPPM.
What technologies do I need to support my integrations?
You will need these technologies to support your integrations:
- For reporting, you'll need Oracle BI Publisher (or Oracle Business Intelligence).
- To support project initiations for Workflows, you'll need Oracle BPM.
- For visualization support in documents, you'll need Oracle AutoVue.
Also, you can use Oracle Identity Manager to:
- Centrally administer user accounts and access privileges
- Deploy a P6 EPPM plugin in Oracle Enterprise Manager to display P6 EPPM metrics.
For more information about P6 EPPM's integration with Oracle Identity Manager see P6 EPPM Oracle Identity Manager Configuration Guide.