P6R82 Installation Guide (Manually)

Created by Manikandan
P P6 6 E EP PP PM M Installation Guide R8.2 (Manually)

O Or ra ac cl le e D Da at ta ab ba as se e


Requirements

Operating System
(x86 & x64)
Windows Server 2003 R2 SP2 (or)
Windows Server 2008 R2 SP2 (or)
Windows XP Professional SP3 (or)
Windows Vista SP2 (or)
Windows 7 SP1
Java
Sun Java JDK 1.6.0_27 (or)
JRockit 6 Update 26 R28.1.4
Media Pack (DVD)
Primavera P6 Enterprise Project Portfolio Management
R8.2
Database Server Oracle XE 10g
Reporting Software
Oracle Business Intelligence Publisher (BI Publisher)
(v10.1.3.4.1)
Application Server WebLogic 11g R1 (10.3.5)
Web browser
Internet Explorer 7 or Higher versions (or)
Mozilla Firefox 8.0.1 (or)
Google Chrome 15.x
Hard Disk Space 40GB or more (x86 & x64)
Memory Size 4GB or more (x86 & x64)
Temp Space 2GB or more (x86 & x64)
Database Space 1GB or above (x86 & x64)
Oracle XE 10g Database Installation:

1. Insert the media (DVD) on your local DVD drive.

2. Open the OracleXE folder in P6_R82_Professional _Client folder in media.
(Ex. F:\P6_R82_Professional_Client\OracleXE)

3. Run the OracleXEUniv.exe file.

4. Now you get it the Oracle Database Express Edition Welcome Screen.

5. Click Next option on this window.

6. Select I accept the terms in the license agreement and then click on Next option.

7. Accept the default settings and click on Next option. Otherwise you can change the
installation location (optional).


8. Dont Change the port number 1521(default). Click Next option.

9. Enter a password in password fields. (Default password is system). Click Next option.


10. Click on Install and the process will start after a few seconds.

11. The installation will take a several minutes. Wait until it finishes.

12. Click on Finish and your browser will open the Database Login page for your new server.

13. Enter the username in User Name field. (default user name is system)
14. Enter the password in password field. (default password is system)
(The password is you have selected during an installation time)
15. Close the web browser.
JAVA JDK Installation:

1. Open the Java jdk-6u30-windows-i586 folder in media. (Ex. F:\ Java jdk-6u30-windows-i586)

2. Run the jdk-6u30-windows-i586.exe file.

3. Now the installation processes is going on.

4. Click Next option.


5. You need to select all the options in this window, Click Next.

6. Click Finish option. The Installation is completed.


Set the JAVA_HOME location:

1. Right-click on My Computer and select Properties.

2. In the System Properties dialog box, on the Advanced tab, click Environment Variables.

3. In the Environment Variables dialog box, under System variables, click New.

4. In the New System Variable dialog box:

A.) In the Variable name: field, enter JAVA_HOME.

B.)In the Variable value: field, enter the location where Java is located
(Ex, C:\Program Files\Java\jdk1.6.0.30)

C.) Click OK to exit out of the open dialog boxes.

Install the Application Server for Weblogic 11g:

1. Open the Weblogic 11g (10.3.5) folder in media.
(Ex. F:\P6R8.2 EPPM\Weblogic 11g (10.3.5)\wls1035_win32.exe)

2. Run the wls1035_win32.exe file.

3. Now preparing the installer.



5. Choose create a new middleware home option.



7. Uncheck I wish to receive security updates via My Oracle Support option.

8. Click Yes option on this dialog box. Click Next.

9. Choose install type is Typical. Click Next option.



11. Choose All Users Start Menu folder option and click Next option.



13. Now the installation processes is going on.


14. Uncheck the Run Quick start option. Click Done option.

15. The installation completed successfully.

Primavera P6 EPPM installation:

1. Open the P6_R82-V2963-01\P6_R82 folder in media.

2. Open the install folder in Disk1 folder.

3. Run the setup.exe file.


4. Now checking the swap space.

5. Now you get it the Welcome Screen.


7. Enter the full path of the inventory directory. (Its getting automatically the default location)


9. Specify the home details, Select a name of the installation and enter the installation path.
(Default the name is P6EPPM)


11. Now you need to select the following components only, other components are optional.

12. Select Show all components option and Click the Expand All option.

A.) Select all the components in P6 8.2.0.0.0.
P6 8.2.0.0.0
P6 Help 8.2.0.0.0
P6 User Productivity Kit (UPK) 8.2.0.0.0
Oracle Configuration Management (Windows) 10.3.6.0.0

B.) Select all the components in P6 Progress Reporter 8.2.0.0.0.
P6 Progress Reporter 8.2.0.0.0
P6 Progress Reporter Help 8.2.0.0.0

C.) No need select the following components, (Optional)
P6 Enterprise Project Portfolio Management (EPPM) 8.2.0.0.0
P6 Integration API 8.2.0.0.0
P6 Web Services 8.2.0.0.0
P6 Team Member 8.2.0.0.0


14. Please specify the valid Java JDK installed location.
(Ex. C:\Program Files\Java\jdk1.6.0_30)


16. Click Install option.
.


18. In the Database Configuration, choose Create a new P6 EPPM database option.

19. Select the Install Sample Projects. (Optional)


20. Choose the Database Type is Oracle.
(Because you have installed the Oracle XE database)
Enter the Database Host Address: Name of the Oracle XE hostname (Ex. local host)
Enter the Host Port: 1521 (Default)
Enter the DBA Username: system (Default)
Enter the DBA Password: system (Oracle XE database password)
Database Name: XE (Default)


22. Create the default database users for the P6 EPPM Application.
Username: admuser Password & Confirm Password: admuser
Username: privuser Password & Confirm Password: privuser
Username: pubuser Password & Confirm Password: pubuser
Username: bgjobuser Password & Confirm Password: bgjobuser
Username: pxrptuser Password & Confirm Password: pxrptuser

Notes:
Administrative (admuser) is the schema owner for all P6 EPPM data.
Privileged (privuser) has read and write access to most P6 EPPM data.
Public (pubuser) has restricted access to the database.
Background (pgjobuser) executes background processes.
Reporting (pxrptuser) is the PX Reporting user who owns tables and views for reporting
data.
Do not use special characters (Ex: { } [ ] : < >, @ # $ % ^ & * ( ) - _ | / \ ~ ` )

23. Create an Application User for access the P6 EPPM Application. (Default user is admin)
Username: admin Password & Confirm Password: admin

Notes:
A red X will appear if the Password and Confirm Password fields do not match.
A green check will appear when the two fields match


25. Select the name of the configuration that P6 EPPM should use.
(Default configuration name is Primavera P6 Configuration)


27. Uncheck the Configure WebLogic option and click Next. (Configure later)

28. Uncheck Connect to a Content Repository option (Optional). Click Next.

29. Uncheck Connect to BI Publisher option. Click Next. (Configure later)


30. Uncheck connect to BPM option. Click Next.

31. Now you need to verify the configuration details on this screen. Click Next option.


32. Click Yes to confirm you want the wizard to configure your applications.

33. The configuration process will take several minutes. Click Next option.

Note:
When the configuration is done, all of your applications will have a green check next
to them.


34. Click the Save Configuration Details option. (Not Necessary)

35. On the Configuration Saved Successfully dialog box, click OK.

36. Click Finish.

37. The P6 EPPM Installation completed successfully. Click Exit.

Creating a WebLogic Domain for P6:

1. Make Sure the WebLogic 11g installed on this system.

2. Go to Start All Programs Oracle WebLogic WebLogic Server 11gR1 Tools
select Configuration Wizard

3. Now you get it the Welcome screen.


4. Select Create a new WebLogic Domain and select Next.

5. Accept the default selected options and click Next. (Dont select other options)


6. Enter the name and location for the domain.
Domain name: Primaveraweb
Domain location: C:\Oracle\Middleware\user_projects\domains (Default)


8. Enter the Name and Password.
Name: weblogic (default) Password: weblogic11 Description: Primaveraweb (optional)


10. Select Production Mode in the left pane.
11. Choose other JDK option and select the jdk location.
(Ex. C:\Program Files\Java\jdk1.6.0_30)
12. Click Next.

13. Select the Administration Server option only (No need select the other options). Click
Next.

14. Enter the following details,
Name: AdminServer (Default)
Listen address: All Local Addresses (Defalut)
Listen Port: 7001 (Default)
SSL Listen Port: N/A (optional)(Not Necessary)
SSL enabled: No Need select this option (optional)(Not Necessary)


16. Click Create option.
17. Now creating the domain.

18. Click Done option. (You must dont select the Start Admin Server option)

Editing the setDomainEnv File for P6:

1. Make a backup copy of the setDomainEnv.cmd file in case you need to undo any
changes.

2. Right-click the startWebLogic file and select Edit.

3. Locate a Line Starting with call "%WL_HOME%\common\bin\commEnv.cmd" and
below that edit the 3 lines as shown below.

set JAVA_OPTIONS=%JAVA_OPTIONS% -Dprimavera.bootstrap.home=C:\P6EPPM\p6 -
Djavax.xml.stream.XMLInputFactory=weblogic.xml.stax.XMLStreamInputFactory

set USER_MEM_ARGS=-XX:NewSize=256m -XX:MaxNewSize=256m -
XX:MaxPermSize=256m - XX:SurvivorRatio=8 -Xms1024m -Xmx1024m

set JAVA_VM=-server

Note:
You must give exact path of P6 Folder where it is Located (Ex. C:\P6EPPM\p6)

4. Click save and close this file.

Start the WebLogic Server:

1. Go to the Primaveraweb Domain folder.

2. Select and Right Click the startwebLogic.cmd file.
startwebLogic.cmdSend To Desktop (create shortcut)

3. Run the startWebLogic.cmd file.
4. Now the server is started.

5. Make sure Started in Running Mode is displayed . Dont close this command prompt window.
Deploying P6 in WebLogic:

1. Launch the WebLogic Administration Console using the web browser. (Ex. Internet Explorer)

2. Open an Internet Explorer.

3. Click startAll ProgramsInternet Explorer

4. Enter the WebLogic admin console URL.
http://<weblogicservername>: <Port No>\<console>
(Ex. http://localhost:7001/console )

5. Enter the username and password.
Username: weblogic Password: weblogic11

6. In the Change Center pane of the Administration Console, click Lock & Edit.

7. Go to the Domain Structure pane.

8. Click Deployments.


10. In the Install Application Assistant pane:
a. Navigate to the P6 EPPM\p6 folder.
b. Choose the p6.ear file.


12. Choose Install this deployment as an application.

13. Choose DD Only: Use only roles and policies that are defined in the deployment
descriptors option.

14. Choose Use the defaults defined by the deployments targets option.

15. Click Next.

16. Click Yes, take me to the deployments configuration screen option.

17. Click Finish option.

18. Click Save.

19. Click Activate Changes.

20. You have finished the deployment process but not start the service.

21. Click Start and Select Servicing all requests option on this screen.

22. Click Yes to continue.

23. Verify that the State column for both files shows Active. It will take few minutes.
24. Logout the WebLogic Admin Console and Close the Web Browser.

25. Open an Internet Explorer and enter the Primaveraweb URL.
http://<weblogicservername>: <Port No>\<p6>
(Ex. http://localhost:7001/p6 )

26. Enter the username and password.

Username: admin (default) Password: admin


27. Now you get it the Primavera Web Access console.

Deploying Utilities:

1. Copy the p6help.ear file and p6tutorial.ear folders from the media.

2. Copy and Paste those two files in p6 folder where you installed P6EPPM location.
(Ex: C:\P6EPPM\p6)

3. Open an Internet Explorer and enter the WebLogic Admin Console URL.

4. Deploy the p6help.ear file.

a) Click Lock & Edit.
b) In the Domain Structure pane, click Deployments.
c) In the Summary of Deployments pane, in the Control tab, click Install.
d) In the Install Application Assistant pane:
e) Navigate to the P6EPPM\p6 home directory.
f) Select the p6help.ear file.
g) Click Next.
h) In the Install Application Assistant pane:
i) Select Install this deployment as an application.
j) Click Next.
k) In the Install Application Assistant pane.
l) Click Next.
m) In the Install Application Assistant pane, click Next to accept the default options.
n) Review the configuration settings you have chosen, and then click Finish.
o) In the Settings for p6help.ear window, click Save.
p) In the Change Center pane, click Activate Changes.
q) In the Domain Structure pane, click Deployments.
r) In the Summary of Deployments pane, select p6help.
s) In the Summary of Deployments pane, in the Control tab:
t) Click the down arrow to the right of the Start button.
u) Click Servicing all requests.
v) In the Start Application Assistant pane, click Yes.
w) In the Summary of Deployments pane.
x) View the link in the State column of the row that contains 'p6help.
y) Wait a few minutes, and then click Refresh.
z) The p6help State column should show Active.

5. Deploy the p6tutorial.ear file. Again do the step 4(a to z).

6. Logout the WebLogic console and Close this window.

Modify the Primavera Administrator:

1. Stop the WebLogic server by going to bin folder and run the stopWeblogic.cmd file.

2. Go to the p6 folder in P6EPPM installed location. (Ex. C:\P6EPPM\p6)
3. Run the adminpv.cmd file. (Just double click that file)

4. Enter the username and Password.
Username: privuser Password: privuser

5. Click OK.

6. Click ConfigurationsCustomApplication.

7. Enter the p6help and UPK URL (p6tutorials).

P6Help URL: http://<weblogicservername>:<portno><p6help>/
(Ex. http://localhost:7001/p6)

User Productivity url: : http://<weblogicservername>:<portno><P6Tutorials>/
(Ex. http://localhost:7001/P6Tutorials)

8. Click on save changes.

9. Click OK.

10. Now Start the WebLogic server.

11. Open Internet Explorer and enter the p6 URL.
http://localhost:7001/p6

12. Click the help menu. Check the P6 Help and User Productivity Kit links.

13. Primavera web installation completed.

Installing P6 Professional:
1. Open Media.
2. Double-click setup.exe in the Client_Applications folder.
(Ex.F:\EPPM8.2\P6_R82_Professional_Client\setup.exe)

3. Now Windows Installer 4.5 installation started.

4. Click Accept option. Continuously starting the .Net Framework 4 installation.

5. Click Accept option.



7. Now installing the Java SE Runtime Environment 6.0 Update 27.



9. Installing the Java.

10. You have successfully installed Java. Click Close.

11. Installing windows Installer 4.5


12. You must restart the system. Click Yes.
(Note: No need run the setup.exe again)
13. Restarted the system.

14. Now installing the .Net Framework 4.

15. Preparing to windows Installer, start the P6 installation.

16. On the Welcome screen, click Next.


17. Click Advanced option.

18. Select the way you want features to be installed on this widow.

19. Click the drop down list icon on P6 Professional components.
20. Select entire feature will be installed on local drive option.

21. Click the drop down list icon on Tools for P6 Professional Database.


22. You have selected entire features, Click Next.

23. Now ready to install Primavera P6 Professional R8.2. Click Install.

24. Please wait while the setup wizard installs Primavera P6 Professional R8.2.

25. Now you get it the database create wizard.
26. Dont create a new database, because already you have created the database.
27. Click Cancel. You need to configure the following database alias only.
* PMDB
* PMSDK
* JSDB

28. Select P6 Professional driver type Oracle. Click Next.

29. Enter the Oracle connection string XE. Click Next.

30. Enter the public username and password. The default username and password is pubuser.
31. Click Next.

32. Click Next to test the database connection.


33. The database connection was successful. Click Finish.

34. Select the software development kit driver type Oracle. Click Next.

35. Enter the Oracle Connection string XE. Click Next.

36. Enter the public username and password. The default username and password is pubuser.
37. Click Next.

38. Click Next to the test the database connection.


40. Select the Job Service driver type Oracle. Click Next.

41. Enter the Oracle Connection String XE. Click Next.

42 Enter the public username and password. The default username and password is pubuser.

43. Click Next to test the database connection.


45. Click the Finish option to exit the setup wizard.


46. Test the P6 Professional R8.2 software.

47. Click Go to Start Programs Oracle - Primavera P6 P6 Professional R 8.2

48. Enter the application username and password. The default username is admin.

49. You need to set the appropriate industry type. Click Ok.

50. Now you get it the Primavera P6R8.2 Professional screen.
Oracle Business Intelligence Publisher 10g Installation:
1. Open Media.

2. Double-click setup.exe in the Oracle_Business_Intelligence_Publisher_Standalone folder.

3. Now its checking the temp space and swap space.

4. Now you get it the welcome screen.

5. Click Next.

6. Set the installation path and name on this screen. Click Next.

7. Select the installation type Basic. Click Next.

8. Set the OC4J Administrator password. Default password is oc4jadmin. Click Next.
(Note: Dont change this password)


9. Click Install.

10. Installation process is going on.

11. Installation completed. Click Exit.

12. Click Yes option. Then automatically started the bi publisher server.

Creating the JDBC Connection String for BI Publisher 10g:
1. Login to BI Publisher as an administrative user.

2. Enter the username and password. (Default username & password is Administrator)
(Username and password is case sensitive)
3. Select Accessibility mode. Click Login Button.

4. Click Admin tab on this screen.

5. Under Data Sources, click the JDBC Connection link.

6. Click Add Data Source or choose the data source name you want to use.

7. In the General section:
A. In the Data Source Name field, enter the following data source name:
P6RPT (Dont Change this name)
B. In the Driver Type field, select your version. (Ex. Oracle 10g)
C. In the Database Driver Class field, enter the JDBC driver class for your database.
D. In the Connection String field, enter your JDBC connection string for the P6 EPPM
Database.
E. In the Username field, enter your Reporting database name (for example, pxrptuser).
F. In the Password field, enter your Reporting database user password.
G. In the Pre Process Function field, enter the following:
Secpac.SET_BIP_USER(:xdo_user_name)
H. Clear the Use Proxy Authentication option for this data source definition.
8. Click Test Connection.

9. Click Apply towards the top. Logout this session.
Adding P6 Sample Reports to BI Publisher 10g:
1. Copy the P6Reports.zip from the P6EPPM folder to the BI Publisher server.
2. Extract the contents of P6Reports.zip.
3. Copy the P6reportsOraBIPub10g (for Oracle) folder to the BI Publisher repository.
(Ex. /XMLP/Reports directory)
4. Rename the folder to P6Reports.

5. To confirm you added the P6Reports successfully to BI Publisher:
a. Log into BI Publisher as an administrative user.
b. Click Reports.
c. Under Shared Folders, click more....
d. Verify P6Reports is there.

Creating a P6Reports Role:

In BI Publisher 10g, click the Admin tab.
1. In the Security Center section.

2. Click the Roles and Permissions link.

3. Select Create Role.
Name the Role P6Reports.
Click Apply.

4. Click Add Folders.
Add P6Reports to Allowed Folders.
Click Apply.
5. Click Add Data Sources.

Add the P6RPT data source to Allowed Data Sources.
Click Apply.
6. Click Add Roles.

Select all the Roles.
Click Move.
Click Apply.
Creating a Reporting User in BI Publisher for P6 EPPM:
Note: You need to create a reporting user in BI Publisher to ensure you have a user who can
run reports in both applications.
1. Log into BI Publisher as an administrator.
2. In BI Publisher 10g, click the Admin tab.

3. On the Administration page, click Users under Security Center.
4. On the Users tab, click Create User.
5. On the Create User page, enter a Username and Password. (Ex. pxrptuser)
6. Click Apply.

7. On the Users tab, click Assign Roles next to the new user.

8. On the Assign Roles page, assign the P6Reports and BI Publisher Administrator role
and click Apply.
9. Now you need to create the Primavera P6 users on this session. (Ex. Admin)

Configure BI Publisher in the Primavera Administrator:

1. Stop the WebLogic server by going to bin folder and run the stopWeblogic.cmd file.

2. Go to the p6 folder in P6EPPM installed location. (Ex. C:\P6EPPM\p6)

3. Run the adminpv.cmd file. (Just double click that file)

4. Enter the privileged username and Password.
Username: privuser Password: privuser

5. Click OK.

6. Click Custom Primavera P6 Configuration DatabaseInstance BI Publisher
7. Enter the BI Publisher details.

8. Enter the server URL:
http://<bipublisher server name>:< portno>/xmlpserver/services/PublicReportService_v11
(Ex. http://localhost:9704/xmlpserver/services/PublicReportService_v11)
9. Enter the version of BI Publisher (10.1.3.4.1)
10. Enter the folder path for P6Reports folder name. (Ex. /P6Reports)
11. Enter a BI Publisher Admin Username is pxrptuser. (Dont give any other username).
12. Enter a BI Publisher Admin Password is pxrptuser.
13. Set the Personal Folders and Scrub Username are false option.
14. Set the Cache timeout value for 1d. (The default is 1d)
Working with Publication Services for Reporting:
Test the P6Reports,
Assign Enterprise Reports module access to the P6 user. (Ex. admin)
Have a BI Publisher user who matches your P6 user name and has the P6 Reports role.
Run publication services first to ensure the report executes successfully.
1. Start the BI Publisher server and P6 WebLogic server.
2. Enter and login to the P6.

3. Now you can able to see the Reports tab in Primaveraweb console.

4. Click the Administer menu and select Application Settings.


5. Click the Services option on this page.
6. Specify the time period and interval for publishing time-distributed data.
(Ex. Start date 01-jan-11 12.00AM)
7. In the Project Publication section, you must Enable the Publish Projects services to refresh
project data according to a time interval you set. You can further determine a change
threshold, time threshold, and even decide if idle projects should be added to the queue,
and if so, set a maximum limit to the concurrent number of idle projects being published.
8. Then, navigate to the EPS page in the Projects section.
9. Click a project and select Set Project Preferences from the Actions menu.

10. Enable the Summarization and Publication services on this dialog box.


11. Click Save and Close.
12. Again go to the Administer menu and click the Global Scheduled Services option

13. You must enable and start the following services.
Publish Security
Publish Enterprise Data
Publish Enterprise Summaries
Publish Resource Management

14. Start all the services on this dialog box.
15. Make sure all the services are started.
16. Click Save and Close.
17. Click the Reports Tab.

18. Expand the P6Reports option.

19. Click Project, select the Project Earned Value and Run Report.


20. Click the PROJECT ID (Note: You can select multiple projects in this dialogue box)

20. Select anyone of the Project. Click OK.
21. Click Run.

22. Now you can see the report in pdf file format.
23. Primavera P6 Reports working fine.

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P P6 6 E EP PP PM M Installation Guide R8.2 (Manually)

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