Creating and Configuring a New PPM Database

Complete the following steps to install and configure a new PPM database:

1. Invoke the Primavera Portfolio Management Console using any of the following methods:
   • From the Start menu, select the down-arrow. In the Apps by name menu, scroll and select Primavera Portfolio Management Console, then select Add.
   • From the downloaded Primavera Portfolio Management file, double-click startup.hta and select Configure a PPM Database.
2. In the Add Database screen:
   1. Select Make this database the current Primavera Portfolio Management database.
   2. From the Type list, select SQL Server or Oracle as the database server.

      For supported versions, refer to the Tested Configurations document.

3. For a SQL Server database, enter the following information:
   1. In the Name field, enter the name of the new SQL Server database. For example, PPMDB.
   2. In the Server field, enter the name of the new SQL Server database server.
   3. In the User field, enter the name of the database user.
   4. In the Password field, enter the password of the database user.
   5. Select OK.
4. For an Oracle database, enter the following information:
   1. From the Method list, select a connection method. Choices include, TNS or EZ Connect.

      Note: The Oracle InstantClient installed by the Primavera Portfolio Management installer is not capable of supporting TNS by itself. The TNS connection method requires a full Oracle database client to be installed on all Primavera Portfolio Management application servers. Oracle 11g full client is supported for the TNS connection method. For Oracle 12c, refer to Doc ID 2064612.1

   2. If you chose the TNS connection method, enter the name of the Oracle service in the Service field.
   3. If you chose the EZ Connect connection method, enter the name of the Oracle instance in the Instance field.
   4. In the Server field, enter the name of the new Oracle database server. For example, ORCL_PPM.
   5. In the User field, enter the name of the database schema user.

      Alternatively, select Create User to create a new Oracle schema user using the Oracle Database Configuration Utility. For more information on using the Oracle Database Configuration Utility to configure Primavera Portfolio Management with an Oracle database, see the Primavera Portfolio Management Oracle 11g and 12c Configuration Supplement.

   6. In the Password field, enter the password of the database schema user.
   7. Select OK.
5. In the Creating a New Database message, select OK.
6. In the Administrator Password field, enter a password for the Primavera Portfolio Management admin account.
7. In the Confirm Password field, reenter the password.
8. In the First quarter start date field, select the start date for the first quarter of the year of your organization.

   Note: The first quarter start date can only be set once when the database is created using the Primavera Portfolio Management Console. Once set, the first quarter start date cannot be changed.

9. Select OK.
10. The Primavera Portfolio Management Console main screen displays with the new database listed in the Current Database section.
11. Select Close to close the Primavera Portfolio Management Console.

Related Topics

Installing the PPM Database

Configuring an Existing PPM Database

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Last Published Thursday, February 29, 2024