Tips for Upgrading

Consider the following tips when upgrading:

User Name and Password Tips

All new users must create a password with at least one character, regardless of whether Password Policy is enabled. P6 EPPM will prompt existing users to follow the new requirement if they reset their password and the Password Policy is disabled.

Security Tips

Starting with P6 EPPM R8, P6 performs all user security and administration. Due to this change, all Admin Superusers receive Projects module access during the upgrade.
To configure an Oracle database server for SSL, see the Advanced Security Administrator's Guide included with the Oracle Database Server Documentation for configuring the Oracle Server and Oracle Client(s) for SSL.
To configure the SQL database server for SSL, use Microsoft's documentation for instructions on configuring SQL Database Server SSL. Direct questions about Installation / Configurations to the database vendor, Microsoft.

Application Tips

P6 EPPM does not support Summary-Only projects. During the P6 EPPM database upgrade, existing Summary-Only projects convert to standard projects, but lose all summary data. You can import the summary project from Microsoft Project into the converted blank project, then summarize the data. See the P6 Professional Help or the P6 Help.
P6 Professional no longer performs recurring job services. Use the Windows command line interface to run batch reports and export projects as a service. To view P6 Professional reports in P6, select the "Store report in Work Products and Documents" option when creating report batches or printing reports. See the P6 Professional Help for more information.

ANSI_PADDING for Microsoft SQL Server Database Tips

To prevent duplicate values in P6 EPPM 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.

Last Published Friday, February 2, 2024