Service Administrator Action List

Overview

This action list is intended for the Service Administrator at your company.

Perform these critical tasks as soon as possible after receiving your environment access email. Your temporary password to log in to your environment expires in 60 calendar days.

Follow all Instructions in Your Introductory Email

This environment access email contains critical details required for you to access and administer your Cloud Service. You will receive on email for each provisioned environment. Save these emails.

Log in to your Cloud Service. Use the Identity Management URL, username and temporary password provided in the environment access email to verify access to your service. At your first login attempt, create a new password and make note of it because at this point you are the only person with access.

You will receive a separate e-mail for each provisioned environment, and the password for each environment is maintained separately. You will not be able to access the Primavera applications until you grant the appropriate application roles to your user.

Log in using a supported browser. To see a list of supported browsers, view the Client System Requirements document for either P6 EPPM or Primavera Unifier

Register your New Customer Support Identifier in My Oracle Support

You will receive a separate email instructing you to register your new Customer Support Identifier (CSI) number with My Oracle Support (MOS). Follow the steps in the email or on the sign-in page (support.oracle.com) to create a new account. If you already have a MOS account, remember to add your new CSI to your existing MOS account. The first person to request access to a CSI must be checked by Oracle to ensure the domain of their email address matches the domain associated with the CSI. Once approved, they will be made the administrator of that CSI, and can approve others to user it. If someone else has already been made the administrator of that CSI, then the request will be emailed to them for approval.

Further information is available on the Support page of this library.

Select Backup Service Administrators

Until you add backup administrators, you are the sole Service Administrator and the only person able to add accounts, grant roles, and reset passwords. You will also be the only person receiving Oracle notifications about upgrades, monthly updates, planned downtime, and maintenance periods.

Follow these steps:

  1. Identify at least one other person in your organization who should have access to administrate accounts for your Cloud Service.
  2. Create a new account for each person you have identified as backup administrators in Primavera Administration.

    To find out how to create user accounts, see the Primavera Administration Identity Management Administration Guide.

  3. Submit a service request to Oracle Support requesting the newly created users be made Service Administrators.

Identify Key Contacts for Notifications

Verify that the key personnel in your organization who should receive critical notifications about your Cloud Service have been added as users. This could include backup administrators, project managers, implementation partners and other project team members. Once the users have been created, notify your Customer Success Manager with the list of users who should receive notifications about the Cloud Service.

Get Connected

Register for the Construction and Engineering community. You can use My Oracle Support Community to post technical questions and get resolution on technical issues.

Further information is available on the Support page of this library.

Create End User Accounts

Before end users can access the Cloud Service application it is necessary to provision each user access to the system, and assign roles to each user to control the0 functionality that will be available to them.

To find out how to create user accounts, see the Primavera Administration Identity Management Administration Guide.

Get Started with your Implementation

Review additional product-specific tools and resources that help you and your implementation team by referencing the Documentation libraries at this location:


Last Published Thursday, February 29, 2024