Configuring Oracle Integration for P6 System Activity Sheets in Shell Templates

Company Administrators and Shell Administrators can configure single shell templates of CBS type to use Oracle Integration as the default integration engine.

Benefits

• Streamlines configuration when new projects are created.
• Enforces organizational integration strategy (Oracle Integration-first or mixed).

Limitations

Updates affect new single shells only. Existing shells are unaffected.

Prerequisites

• Oracle Integration is enabled at the company level as the integration engine as outlined in the Initial Oracle Integration Setup.
• You have the required permissions to edit shell templates and set up P6 schedule integrations as an administrator.
• Existing Primavera Gateway integrations will be removed when switching to Oracle Integration. Be aware of business and technical impacts.

Procedure

To set up Oracle Integration as the default integration engine of choice in single shell templates of CBS shell type for P6 System Activity Sheets:

1. 1. Go to the Company Workspace tab, and switch to Admin mode.
2. 2. In the left Navigator, select Templates, select Shells, and then navigate to select the relevant single shell.
3. 3. In the <Shell_Name> Templates log (right pane), select the applicable template and then select Open from the gear menu.
4. On the Shell’s landing page, from the My Dashboard menu, select Details, and then select the Integration tab.
   The Integration tab displays only those projects that are configured to use Oracle Integration as the default integration engine.
5. If you choose to migrate one or more projects that are already configured with Primavera Gateway integration, they will be migrated to use Oracle Integration by default when you select the Integration tab. A confirmation dialog displays indicating these projects will be migrated to use Oracle Integration as the default integration engine.
   • Select Yes to migrate projects to use Oracle Integration. The projects listed in the Gateway Integration tab are relocated to the Integration tab.
   • Select No to retain projects configured with Primavera Gateway integration.
6. To configure additional projects (in the same shell) with Oracle Integration in the Integration tab:
   1. (Optional) a. From the Add menu, select P6 Schedule from the following options:
      • Primavera Cloud Cash Flow
      • Primavera Cloud Schedule
      • P6 Schedule

      Note:

      For each shell, you can select only one source for schedule in the Integration tab: Primavera Cloud Schedule or P6 Schedule.
   2. Enter the following project details:
      1. Project ID: Enter the unique alphanumeric project ID available in this shell.
      2. Project Name: Displays the project name associated with the Project ID.
      3. Primavera Cloud Workspace ID: Displays the Workspace ID in Primavera Cloud only if you chose Primavera Cloud Schedule or Primavera Cloud Cash Flow. This field is not applicable if you chose P6 Schedule (step 6a).
      4. Integration Type: Displays the integration source you selected from the Add menu (step 6a).
7. Repeat the previous step to set up multiple projects with Oracle Integration for P6 System Activity Sheets in this shell.
8. To save the changes in the template, select Save. When new projects are created from this single shell template, they inherit the default engine.
9. If required, update the Dashboards of other single shell templates with Oracle Integration as the default integration engine as outlined in Updating Shells - Setup Node, Dashboards
10. Advise project administrators to check and update inherited settings as needed.