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p6 Professional Standalone Install and Config Guide PDF
p6 Professional Standalone Install and Config Guide PDF
8.4
January 2015
Contents
Overview ........................................................................................................................................... 5
Required Downloads and Reference Documentation .................................................................... 5
About P6 Professional Standalone .................................................................................................. 5
Standalone Database FAQ .......................................................................................................... 6
Resources Needed for Installation ................................................................................................... 8
Component Descriptions .................................................................................................................. 9
Client Operating System Requirements...................................................................................... 9
New Installation Information .......................................................................................................... 11
Installation Overview ....................................................................................................................... 11
Before You Begin ............................................................................................................................. 11
Installation ....................................................................................................................................... 12
Upgrade Information ....................................................................................................................... 13
Upgrade Installation Overview ........................................................................................................ 13
Backup Database - SQL Server/MSDE Database ....................................................................... 13
Upgrade Primavera v5.0, v6.0, or v6.1 to Oracle Primavera P6 v6.2.1 ...................................... 14
Convert Methodologies to Projects ................................................................................................ 15
Upgrading P6 Professional from an Oracle XE Database ............................................................... 15
Upgrading P6 Professional from an MS SQL Server 2005 SP3 Database ..................................... 17
Migrating your MS SQL Server 2005 SP3 Database to SQLite ...................................................... 18
Set the Industry Type ...................................................................................................................... 18
Installing Local Copies of P6 Professional Help ............................................................................. 19
Installing Local Copies of Visualizer Help ....................................................................................... 20
For More Information ...................................................................................................................... 20
Where to Get Documentation ......................................................................................................... 20
Where to Get Training ..................................................................................................................... 22
Where to Get Support ..................................................................................................................... 23
Legal Notices .................................................................................................................................. 24
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Overview
The P6 Professional Standalone Installation and Configuration Guide provides instructions for
installing and upgrading the standalone components of Oracle Primavera P6 Professional.
The Security Guidance icon helps you to quickly identify security-related content to consider
during the installation and configuration process.
In This Section
Required Downloads and Reference Documentation ................................................ 5
About P6 Professional Standalone ............................................................................ 5
Resources Needed for Installation ............................................................................. 8
Component Descriptions ........................................................................................... 9
Note: If you are upgrading from Primavera V5.0 you also need to
download the Primavera P6 Professional Project Management (v6.2.1)
Media Pack.
Reference Documentation:
Tested Configurations Document: Contains tested environment configurations and version
information for tested platforms, operating systems, and third-party software components for
P6 Professional.
Also review the following knowledge base article:
P6 Client and Professional (Standalone) Installation Prerequisites and Considerations for
Windows Vista and Windows 7 Operating Systems ID 911105.1
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P6 Professional Standalone Installation and Configuration Guide
Job Services Jobs cannot be scheduled. However, the user can use the Windows
scheduler to invoke the command-line interface to import, export, and run batch reports.
Risk Analysis
Any existing Java-based integration components developed by the customer using the P6
Remote Integration API (RMI) is not supported with an SQLite database.
Advanced XML import options
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Overview
4) Follow the steps in the wizard to upgrade your database. For details on using the wizard, see
the "Automatic Database Upgrade Considerations and Prerequisites" chapter in the P6
Professional Administrator's Guide.
After the database version is updated to the current release, run P6 Professional Standalone
Database Migration Tool, which can be found in the installed Tools folder.
What happens when I migrate my Oracle XE database to SQLite?
A new database is added as a single file on your hard disk.
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P6 Professional Standalone Installation and Configuration Guide
8
Overview
Component Descriptions
Installing P6 Professional standalone means you are using your machine for both the client
application software and the server and database functionality required for the software to operate
in a standalone environment. The P6 Professional standalone Installation option installs the
following:
Database Server
The standalone installation installs SQLite. This database server component of the standalone
installation is required to store the project management databases on an individual computer.
Note: If Oracle Database Express Edition 11g is already installed on the client computer, you
can choose to leave it in place, the installer will still install SQLite.
Four default users will be created for project management: ADMPRM$PM, PRIVPRM$PM,
PUBPRM$PM, and BGJOB$PM.
Database
The project management database stores the project management data used by P6
Professional. The database is installed during the standalone installation. The name of the
default database alias shown on the login screen is PMDB.
Desktop Client
P6 Professional enables users to access the project management database to plan and
control a large number of projects.
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New Installation Information
Location in Media Pack
Extract the contents of the media pack to a folder on the computer where you are installing P6
Professional. The installation wizard utility may be run from the following location:
Client_Applications\setup.exe - choose Typical as the setup type.
In This Section
Installation Overview ............................................................................................... 11
Before You Begin .................................................................................................... 11
Installation............................................................................................................... 12
Installation Overview
The P6 Professional standalone installation wizard performs the following:
Installs the database server component along with the database
If there is an existing standalone database the database is upgraded, and optionally migrated
to SQLite
Installs the client application software
Configures the connectivity between the client software and the database
To complete the installation you must have full administrative rights to the machine on which you
are installing the software.
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P6 Professional Standalone Installation and Configuration Guide
Ensure anti-virus, anti-spyware, security software and/or firewall are not enabled as they may
block programs, protocols, or ports necessary for database creation.
Ensure the UAC (User Account Control) is not enabled as it may block the installation and
creation of the database.
Installation
To install P6 Professional Standalone:
1) Download and extract the media zip file locally to the client computer.
2) Double-click setup.exe in the Client_Applications folder of the P6 physical media or
download to launch the installation wizard.
Note: Click Next on each wizard dialog box to advance to the next step.
Click Cancel at any time to exit the wizard.
Note: Login using the Login Name admin and the password you created
using Database Configuration.
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Upgrade Information
In This Section
Upgrade Installation Overview ................................................................................. 13
Backup Database - SQL Server/MSDE Database ................................................. 13
Upgrade Primavera v5.0, v6.0, or v6.1 to Oracle Primavera P6 v6.2.1 .................... 14
Convert Methodologies to Projects .......................................................................... 15
Notes:
Versions of P6 Professional standalone software prior to v5.0 are no
longer supported and cannot be upgraded.
To upgrade from P6 v6.2.1 or above with MS SQL Server 2005 SP3,
follow the instructions in Upgrading P6 Professional from an MS SQL
Server 2005 SP3 Database
To upgrade from Oracle XE follow the instructions in Upgrading P6
Professional from an Oracle XE Database
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P6 Professional Standalone Installation and Configuration Guide
14
Upgrading P6 Professional from an Oracle XE Database
16) Continue with Upgrading P6 Professional from an MS SQL Server 2005 SP3 Database to
complete upgrade.
Note: You can create only one project at a time. If you want all of your
Methodology Management data moved to projects, contact Oracle
Consulting to automate the process.
Note: Click Next on each wizard dialog box to advance to the next step.
Click Cancel at any time to exit the wizard.
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P6 Professional Standalone Installation and Configuration Guide
Notes:
Make sure you upgrade you database schema before you migrate.
Run the installer to upgrade the database schema.
The default location of the migrated database is the user's My
Documents folder, P6Standalone.db is the default filename.
Setup automatically configures the alias PMDB in the migrated SQLite
database file
10) Click Finish to exit the Setup Wizard.
11) After the installation is complete, you must restart your computer before you can use the
software.
12) Launch P6 Professional by clicking the version-specific menu option, Start, All Programs,
Oracle Primavera P6, P6 Professional <release level>, then select P6 Professional
<release level>.
13) Login using the same credentials you used prior to the upgrade.
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Upgrading P6 Professional from an MS SQL Server 2005 SP3 Database
Note: Click Next on each wizard dialog box to advance to the next step.
Click Cancel at any time to exit the wizard.
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P6 Professional Standalone Installation and Configuration Guide
Note: Make sure you upgrade you database schema before you migrate.
Run the installer to upgrade the database schema.
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Installing Local Copies of P6 Professional Help
Note: Except for Chinese (Simplified), French, German and Japanese, all
of the language selections install English help. In order for the help to work
properly, you should select the language that matches the languages in
which you use the P6 Professional user interface.
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P6 Professional Standalone Installation and Configuration Guide
Note: All of the language selections install English help. In order for the
help to work properly, you should select the language that matches the
languages in which you use the Visualizer user interface.
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For More Information
The following table lists the core documents available for the release, and identifies recommended
readers by role. P6 Professional roles are described in the P6 Professional Administrator's Guide.
Other, more technical documents are available on the media pack and OTN site, but are not listed
below.
Title Description
What's New in P6 Highlights the new and enhanced features included in this
Professional release.
You can also use the P6 Professional Cumulative Feature
Overview Tool to identify the features that have been added
since a specific release level.
All users should read this guide.
P6 Professional Explains how to set up the P6 Professional database,
Administrators Guide servers, and components; it also provides an overview of all
the components in the P6 Professional solution. The guide
describes the procedures required to administer P6
Professional, including setting up security and configuring
global preferences.
The P6 Professional network administrator/database
administrator should read this guide.
Tested Configurations Lists the configurations that have been tested and verified to
work with P6 Professional. The network
administrator/database administrator and P6 Professional
administrator should read this document.
P6 Professional Explains how to install and configure P6 Professional as a
Standalone Installation standalone application.
and Configuration Guide All administrators should read this guide.
P6 Professional Help Explains how to use P6 Professional to plan, set up, and
manage projects in a multiuser environment. If you are new to
P6 Professional, use this Help to learn how to use the
software effectively to plan and manage projects.
The P6 Professional administrator, program manager, project
manager, resource/cost manager, and team leader should
read this Help.
P6 Professional User's Explains how to plan, set up, and manage projects in a
Guide multiuser environment. If you are new to P6 Professional,
start with this guide to learn how to use the software
effectively to plan and manage projects. When you need
more detail, refer to the P6 Professional Help.
The program manager, project manager, resource/cost
manager, and team leader should read this guide.
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P6 Professional Standalone Installation and Configuration Guide
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For More Information
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Legal Notices
Oracle Primavera P6 Professional Standalone Installation and Configuration Guide
Copyright 1999, 2015, Oracle and/or its affiliates. All rights reserved.
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The information contained herein is subject to change without notice and is not warranted to be
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