Standalone Intall

Primavera - Administrators Guide
Preface
ix
Preface
Primavera provides comprehensive, In this preface
Using the Administrators Guide Primavera Documentation Where to Get Support
multiproject planning and control software, built on Microsoft SQL Server and Oracle databases for organization-wide project management scalabilit ! Stand-alone installations can use the Microsoft SQL Server "es#top $ngine %MS"$&! 'he Primavera solution includes the Project Management module, which can stand alone for project and resource management or be used with companion products! 'imesheets enables (eb-based team communication and time #eeping) the Methodolog Management module stores methodologies as templates for new projects) the Portfolio *nal sis module provides project anal sis across the organization) and, m Primavera allows users to access project management data via the +nternet!
Preface
Using the Administrators Guide

'his boo# is a step-b -step guide to installing and configuring Primavera software components! ,ead Part 1 to become familiar with the overall process of installing Primavera software components, then read the chapters in the rest of the boo# that discuss the components ou plan to install and configure! 'his manual is organized as followsPart 1: efore !ou egin Provides an overview of Primavera software components, discusses how to plan an implementation for our organization, and offers an overview of the process of installing and configuring Primavera software components! Part ": Data#ase Insta$$ation and %onfiguration Provides steps for using a wizard to automate the process of creating project management and methodolog management databases on either Oracle or Microsoft SQL Server.MS"$ and loading application data into the databases! 'his part also details how to manuall create a database! Part &: Server Insta$$ation and %onfiguration Provides steps for manuall installing and configuring the server-based components of the Primavera solution, including the following
/roup Server and 'imesheets files on a (eb server m Primavera 0ollaboration Server
m Primavera

"istributed 1ob Service
Preface
xi
Part ': Primavera %$ient Insta$$ation and %onfiguration "escribes how to install and configure Primavera client modules! Part ' e2plains how to
+nstall the Project Management, Methodolog Management, and Portfolio *nal sis modules, as well as 'imesheets +nstall additional components such as the %"istributed& 1ob Service, Software "evelopment 3it, and ProjectLin# 0reate and run an unattended setup 0onfigure module connectivit to the project management database, user passwords, database logins, and module licensing using the "atabase 0onfiguration wizard Set up authentication Set up users and configure securit 0onfigure the Project Management module to allow 'imesheets users to record their time in the project management database 4se a wizard to automaticall upgrade from previous versions of Primavera
Part (: Importing and )xporting Data "escribes how to import and e2port project and methodolog data using Primavera5s proprietar e2change format %6$,&! 'his part also describes how to transfer data between the Project Management module and Microsoft Project, Microsoft $2cel, Primavera Project Planner %P7& 7!2, and Primavera 0ontractor!
!ou can a$so import data from )xpedition to the Pro*ect +anagement modu$e, -efer to the Linking Expedition Data with the Project Management Module topic in the Pro*ect +anagement .e$p for more information,
Appendix Provides steps for running our project management and methodolog management databases in a single Oracle instance, describes how to undo changes to the project management database, and describes how to create financial periods in the financial periods dictionar !
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Preface
Primavera Documentation
Primavera documentation consists of printed and online manuals! 8ou can access online documentation b inserting the Primavera "ocumentation 0" in our wor#station5s 0" drive! +n the 9"ocumentation folder on the 0"-,OM, open the appropriate industr -specific documentation folder, then double-clic# the applicable P": file to view the information using *dobe *crobat ,eader %available on the "ocumentation 0"&! 'he following table describes each manual and lists the recommended readers b role! Primavera roles are described in ;+nstallation Process Overview< on page 7 of this manual! 'itle
Primavera *dministrator5s /uide
"escription
'his guide e2plains how to set up the Primavera server, database, and components) it also provides an overview of all the components in the Primavera solution! 'he guide describes the wor#flow re>uired to administer the Project Management module, including setting up securit and configuring global preferences! 'he Project Management module networ# administrator.database administrator and project controls coordinator should read this guide! 'his guide e2plains how to plan, set up, and manage projects in a multiuser environment! +f ou are new to the Project Management module, start with this guide to learn how to use the software effectivel to plan and manage projects! (hen ou need more detail, refer to the Project Management =elp! 'he project controls coordinator, program manager, project manager, resource.cost manager, and team leader should read this guide! 'his guide e2plains how to establish methodologies, or project templates, using the Methodolog Management module! Methodologies enable our organization to gather its ;best practices< and reuse them to create custom project plans in the Project Management module! +f ou are new to the Methodolog Management module, start with this guide to learn how to use the software to create base, plugin, and activit librar methodologies! (hen ou need more detail, refer to the Methodolog Management =elp! 'he project controls coordinator, program manager, project manager, resource.cost manager, and team leader should read this guide! 'his guide describes how to group Project Management module projects into portfolios for >uic# anal sis of summar data and status! +f ou are new to the Portfolio *nal sis module, start with this guide! (hen ou need more detail, refer to the Portfolio *nal sis =elp! 'he project controls coordinator, project manager, and program manager should read this guide! m Primavera (eb-based =elp describes how to create and manage projects, review resource allocation and re>uirements, and evaluate budget, performance and ,O+ for project portfolios! 'he operations e2ecutive, project controls coordinator, program manager, project manager, resource.cost manager, and team leader should read this =elp!
Project Management ,eference Manual
Methodolog Management ,eference Manual
Portfolio *nal sis ,eference Manual
m Primavera (eb-based =elp
Preface
xiii
'imesheets (eb-based =elp
'imesheets (eb-based =elp describes how to use 'imesheets to enter and update time spent on assignments! 'eam members should read this =elp!
Software "evelopment 3it %S"3& 'his documentation describes how to use the S"3 to connect to the project (eb-based documentation management database! 'he tables, fields, and stored procedures that ou can access through the S"3 are described! $2amples are also provided to show how ou can use the S"3 to perform several basic tas#s, such as creating a new project or assigning a resource to a project activit ! 'he Project Management networ# administrator.database administrator and project controls coordinator should read this documentation, which is available in our 9Program :iles90ommon :iles9Primavera 0ommon9PMS"39"oc folder! "ouble-clic# the +?"$6!='ML file to open the 'able of 0ontents page! ProjectLin# =elp "escribes how to use ProjectLin# to enable Microsoft Project %MSP& users to wor# in the MSP environment while being connected to Primavera@s enterprise features! MSP users can learn how to open.save projects from.to the Project Management module database from within the MSP application and how to invo#e Primavera@s resource management within the MSP environment! 'eam members that utilize MSP for dail project maintenance in organizations that use Primavera for enterprise-wide project planning and control should read this help!
Distri#uting Information to the /eam

'he online documentation can be copied to a networ# drive for access b project participants! $ach team member can then print onl those portions that specificall relate to his or her role in the organization!
/he documentation assumes a standard setup of the product0 1ith fu$$ access rights to a$$ features and functions,
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Preface
Where to Get Support

+f ou have a >uestion about using Primavera products that ou or our networ# administrator cannot resolve with information in the documentation or =elp, call Primavera 0ustomer Support at the times and locations listed below! Please have our Primavera product serial number read when ou call! $ach call is logged to help Primavera resolve our >uestions >uic#l !
Office
Bala Cynwyd, Pennsyl ania, !"# London, England, !$
'ime Aone
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B-CC-B-CC %Mon-:ri& D-CC-E-CC %Sat& B-7C-F-7C %Mon-'hur& B-7C-G-7C %:ri& B-CC-G-CC %Mon-:ri&
'elephone
(*+,*-+,,)+.-.-
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(*+,*-+,,3+-,10
+nternet *ddressH
usatech4prima era5com
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67or 0/+hour support, isit Prima era8s online $nowledge9ase at: http:;;www5prima era5com;support;knowledge9ase5html
In the United States0 Primavera periodica$$2 and random$2 monitors technica$ support ca$$s to ensure that 2ou receive the highest 3ua$it2 support,
*ll Primavera products are bac#ed b comprehensive support and training! 'o re>uest product literature in the 4nited States, contact our local dealer, call Primavera at I-FIC-FFJ-BFCC, or send our re>uest via e-mail to infoKprimavera!com! +n the 4nited 3ingdom, call LL-EC-BGF7-GGCC or e-mail our re>uest to intlinfoKprimavera!com!
Part
efore !ou egin

In this part Insta$$ation Process 4vervie1 P$anning !our Imp$ementation
'
his part discusses how to plan and prepare for installing Primavera components! Megin b reading +nstallation Process Overview, which describes the Primavera components, summarizes the s#ills needed to install these products, and e2plains each phase in the installation process! Planning 8our +mplementation demonstrates how to identif the components our organization re>uires and helps ou ensure that ou have the hardware and software needed to support that implementation!
Insta$$ation Process 4vervie1
&

'his chapter describes the components that In this chapter
What is the Primavera So$ution5 Who Shou$d .e$p 1ith the Insta$$ation5 Insta$$ation Process Phases
ma#e up the Primavera solution and reviews the installation and configuration process!
'
Part 1: efore !ou egin
What is the Primavera So$ution5

Primavera provides a set of integrated components that meet the project management needs of different areas of an organization! +t uses standard (indows interfaces, (eb-enabled technolog , and stand-alone %MS"$& or networ#-based %Oracle and Microsoft SQL Server& databases! 'his installation guide assumes ou are installing Primavera software components on a client.server networ#, which re>uires the installation and configuration of both client software and server-based components! +t also provides information on stand-alone installations!
Primavera uses D )xpress as the standard interface #et1een its components and the pro*ect management and methodo$og2 management data#ases, D )xpress is automatica$$2 insta$$ed 1hen 2ou insta$$ the Pro*ect +anagement and Portfo$io Ana$2sis modu$es, Some additiona$ components0 such as the Group Server and 6o# Service0 a$so insta$$ D )xpress to connect to the data#ases,
%$ient components 'he Primavera solution consists of the following client modules+SD) is a data engine #ui$t on S78 Server techno$og2, It supports up to eight concurrent users and mu$tip$e data#ases0 $imited to " G per data#ase, If 2our re3uirements extend #e2ond these $imitations0 2ou can easi$2 move to S78 Server,
Project Management Project Management is a module that enables users to plan and control a large number of projects! Project data is stored in a central project management database! $ither Oracle or Microsoft SQL Server can be used as the relational database management s stem in a large networ#ed configuration! :or smaller multiuser or stand-alone implementations, ou can use Microsoft SQL Server "es#top $ngine %MS"$& as the database! Project Management also provides centralized resource management, including resource timesheet approval and the abilit to communicate with project resources through the 'imesheets module, a (eb-based timesheet management application! Methodolog Management Methodolog Management is a module for authoring and storing methodologies, or project plan templates! Methodolog Management enables our organization to gather its ;best practices< and store them in a central methodolog management database! Portfolio *nal sis Portfolio *nal sis is an e2ecutive reporting tool, providing summaries and trac#ing la outs of project data! Portfolio *nal sis is the ideal tool for members of the senior management team to review project data and anal ze performance!
'imesheets 'imesheets is a (eb-based interproject communication and time#eeping s stem! 'eam members use 'imesheets to enter upto-the-minute information about their assignments across projects and record time against their wor#load!
Server components Primavera ma re>uire the installation and configuration of the following server-based components
,elational "atabase Management S stem %,"MMS& Project data and project methodologies are each stored in separate central databases! 'hese two databases should be maintained on a database server running Oracle, Microsoft SQL Server, or MS"$! %8ou also need to install the client software for the ,"MMS on each computer needing networ# access to the database server! +f ou are running Microsoft SQL server or MS"$, the necessar software is installed for ou automaticall when ou install Primavera5s Project Management module!& /roup Server +f our implementation of Primavera includes the 'imesheets client module, ou must install the /roup Server! 'his component is a (indows ECCC.ECC7 service that runs on our (eb server and allows clients to download 'imesheets from that server using their (eb browsers! +t further acts as an intermediar between the 'imesheets client and the project management database!
Additiona$ components 8our Primavera implementation ma re>uire the installation of one or more optional components! 'hese additional components e2pand the functionalit of the Primavera solution
m Primavera m Primavera is a (eb application that provides browser-based access to project, portfolio, and resource data across the enterprise! $ver m Primavera user can customize a Personal (or#space page to create an individualized and focused view of the specific projects and categories of project data that are most relevant to their role in managing projects and resources! Project (or#spaces and (or#groups e2tend the model of customizable, focused data views b enabling designated project team members to create a uniform team view of data that relates to one specific project or to a subset of activities within a project! ?avigation and ,elated *ctions menus provide access to a wide range of data views and features that enable m Primavera users to manage their projects from initial concept review and approval through to completion!
m Primavera 0ollaboration Server 'he m Primavera collaboration infrastructure provides enhanced capabilities to connect all team members, at all levels, to all shared wor# necessar for the successful completion of a project! :eatures include full discussion threads, improved issues management, team and project event calendars, personal and project wor#spaces, comprehensive file management, and comprehensive email integration! %"istributed& 1ob Service 'he 1ob Service is a (indows ECCC.ECC7 service that runs defined jobs on project data at preconfigured intervals! 4sers create jobs in the Project Management module! 'he job details are stored in the central project management database! 'he 1ob Service periodicall reads the database and performs jobs as directed! 'his service must run on a server that has a constant connection to the database server! 'he "istributed 1ob Service is an e2tension of the 1ob Service that enables a controller machine to manage multiple servers running job services!
Software "evelopment 3it %S"3& 'he S"3 enables ou to integrate the data in the project management database with e2ternal databases and applications! +t provides access to the schema and to business logic! 'he S"3 supports the Open "atabase 0onnectivit %O"M0& standard and O"M0-compliant interfaces, such as OL$-"M and 1"M0, for connecting to the project management database! 'he S"3 must be installed on an computer that needs to integrate with the Primavera database! ProjectLin# ProjectLin# is a plug-in that enables Microsoft Project %MSP& users to wor# in the MSP environment while being connected to Primavera@s enterprise features! 'he functionalit enables MSP users to open.save projects from.to the Project Management module database from within the MSP application! Moreover, MSP users have the abilit to invo#e Primavera@s resource management within the MSP environment! ProjectLin# benefits organizations that utilize MSP for dail project maintenance but re>uire some users to have the enterprise capabilities available within Primavera applications!
'he following figure illustrates the relationship between Primavera components!

Desktop Client Browser Client
Colla9oration "er er
myPrima era "er er
&imesheets "er er
<o9 "er ices "er er=s>
Projects Port?olios Methodologies Documents
:or details on the configuration re>uirements of each component, see ;Planning 8our +mplementation< on page II!
8ou are not re>uired to install the server-based components as shown here! :or e2ample, m Primavera and the collaboration server can be installed on the same server %if necessar &, and 1ob Services can run on an computer with a constant connection to the project database!
Who Shou$d .e$p 1ith the Insta$$ation5

'he talents of several different t pes of emplo ees ma be re>uired to install and configure Primavera components in our organization! 'he following section describes the basic roles and the responsibilities t picall given to those roles during the installation process! ,oles ma var or overlap depending on the structure of our organization! <et1or= administrators ?etwor# administrators configure an organization5s networ# environment %local- and wide-area networ#s& for optimal performance with Primavera components! 'he install and maintain the server and client components in the Primavera solution! 'he manage user access to project data and develop and maintain a comprehensive securit polic to ensure that project and methodolog data is protected from unauthorized access, theft, or damage! ?etwor# administrators ensure that the hardware and software supporting Primavera function reliabl b
Setting up and maintaining the networ# to ensure reliable connections and the fastest possible data transfer 0reating and maintaining accurate lists of networ# resources and users so that each has a uni>ue networ# identit
Data#ase administrators "atabase administrators %"M*s& are responsible for setting up, managing, and assigning access rights for the Primavera databases! 'he set and oversee rules governing the use of corporate databases, maintain data integrit , and set interoperabilit standards! "atabase administrators ensure reliable access to the Primavera databases b
+nstalling, configuring, and upgrading database server software and related products as re>uired 0reating and implementing the databases +mplementing and maintaining database securit , including creating and maintaining users, roles, and privileges for the databases Monitoring database performance and tuning as needed Planning for growth and changes and establishing and maintaining bac#up and recover policies and procedures
>
Pro*ect contro$s coordinator Project control coordinators are responsible for ensuring that the Project Management module is implemented properl and that it operates smoothl ! 'he pla a #e role during implementation b
(or#ing with senior management to establish the enterprise project structure, resource hierarch , and organizational brea#down structure %OMS&) set up basic calendars) and define organization-wide codes in the Project Management module (or#ing with the networ# administrator to create user accounts and user groups for the Project Management module *ssigning securit rights to Primavera users in the Project Management module (or#ing with the =uman ,esources %=,& department to #eep the resource hierarch in the Project Management module up-to-date and complete, possibl through integration of an =, module from an enterprise resource planning %$,P& s stem
Program and pro*ect managers +n some cases, program and project managers ma also become involved in the initial configuration of the Primavera solution, though the are not normall involved in the installation! 'he are responsible for managing one or more projects and use the Project Management module for
*dding projects to the project management database
Prioritizing resources across projects
Planning and managing projects
1?
Insta$$ation Process Phases

'he networ# administrator, database administrator, and project controls coordinator should wor# together to ensure that the Primavera solution is successfull installed for our organization! 'hese roles ma be pla ed b teams of people or b a few people sharing responsibilities! Primavera recommends installing and configuring the Primavera solution in phases! $ach phase of the installation process is e2plained below!
'he planning phase is covered in this part of this guide!
Phase 1: P$an 2our Primavera configuration Mefore ou begin the installation, decide how our organization will implement the Primavera solution! +dentif the servers and networ# hardware ou will need to support the implementation! +nstall and configure the third-part database server software %Oracle or Microsoft SQL Server&, if necessar ! Perform an upgrade procedures as needed to roll projects from previous versions into the new version! +f ou simpl will be installing a stand-alone version, refer to ;+nstalling and.or 4pgrading the Stand-*lone Nersion< on page ELE! Phase ": %onfigure 2our Primavera servers Once ou have set up our networ# and prepared our servers, ou can begin to configure the servers! Start b setting up the project management and methodolog management databases on the database server! 8ou can choose an automated or a manual method to complete this process! +f ou are using MS"$, ou should follow the automated process! Phase &: %onfigure 2our Primavera c$ient modu$es Once our servers are configured and the databases are installed, ou can begin to install the Primavera client modules on our client wor#stations according to our implementation plan! 8ou can then install and configure additional components as needed for our implementation!
*utomatic and manual configuration of the databases is covered in Part " of this guide!
'he client module configuration phase is covered in Part ' of this guide!
P$anning !our Imp$ementation
11

,ead this chapter when ou are read to plan In this chapter
Which %omponents Do I <eed5 %$ient and Server -e3uirements Data#ase Server Si@ing Guide
our Primavera implementation! :or more detailed information and assistance, please consult with Primavera 0ustomer Support or Professional Services!
1"
Which %omponents Do I <eed5

(hen planning our Primavera implementation, ou will first need to #now what client modules and server components ou will need to install and configure, and where those modules and components need to be installed! 'he following is a set of >uestions that ou will want to answer before ou begin! Which re$ationa$ data#ase management s2stem A-D +SB 1i$$ 1e use on our data#ase server5 8ou can use either Oracle or Microsoft SQL Server on our database server for enterprise installations! :or smaller implementations, ou can use Microsoft SQL Server "es#top $ngine %MS"$&! MS"$ is a data engine built on SQL Server technolog ! +t supports up to eight concurrent users and can have multiple databases, each limited to E /M! +f our re>uirements e2tend be ond these limitations, ou can easil migrate to SQL Server! Which 1or=stations 1i$$ re3uire the Pro*ect +anagement modu$e5 Which 1i$$ re3uire Portfo$io Ana$2sis5 Which 1i$$ re3uire +ethodo$og2 +anagement5 *ll Project Management, Portfolio *nal sis, and Methodolog Management users will need access to the database server! +f using Oracle as the ,"MMS, ou must install the Oracle client software on each computer that runs these client modules! +f using SQL Server as the ,"MMS, Primavera automaticall installs the re>uired SQL Server files when ou install the Project Management module! Do 1e 1ant our administrators to insta$$ the Pro*ect +anagement0 Portfo$io Ana$2sis0 and +ethodo$og2 +anagement modu$es using standardi@ed preconfigured settings5 +f ou want all of our client modules to be configured identicall , our administrators can run an unattended setup for each module based on a standard configuration! 8ou can create one or more sets of unattended setup files and share them on a networ# server! Wi$$ our Pro*ect +anagement modu$e users need to automatica$$2 run *o#s Asuch as schedu$ing or summari@ingB on pro*ect data5 +f our Project Management users will need to run jobs, ou must install the 1ob Service! :or non-distributed jobs, install the 1ob Service on a server that has constant access to the database server! :or distributed jobs, install the "istributed 1ob Service on multiple servers operated b a 0ontroller server! *dditionall , the Primavera (eb Scheduler is available, but disabled b default! 'he (eb Scheduler can be enabled via the m Primavera *dministrator *pplication!
1&
Which /imesheets %$ient Do I %hoose5

'imesheets is a three-tier client.server module, consisting of the 'imesheets client on the front end, the database server that contains our projects on the bac# end, and the /roup Server in the middle, providing a lin# between 'imesheets clients and the database! Primavera facilitates project communication among team members across the organization b providing two t pes of interfaces for 'imesheets- a (eb Mrowser version and a 1ava (eb Start version! 'he 1ava (eb Start version is optional! 'he differences between the two interfaces are described below! We# ro1ser version 'imesheets (eb Mrowser version enables users to access their timesheet data across the +nternet as a 1ava applet! 'o run the (eb Mrowser version, users simpl visit a specified 4,L, and the 1ava applet automaticall downloads to their computers) the applet can then be run in their (eb browsers! (hen man users will need to use 'imesheets, running it as a 1ava applet can provide great administration time savingsOno client-side installation is re>uired, and software updates are automaticall distributed! 'he primar disadvantage ma be the initial download time for the applet, which can ta#e up to EC minutes over a slow modem connection! 6ava We# Start A6AWSB version 'imesheets 1*(S version performs the same function as the (eb Mrowser version, but this version runs as a 1ava application! 1*(S provides a secure and platformindependent deplo ment of 'imesheets, using the 1ava ?etwor# Launching Protocol %1?LP& technolog ! 1*(S also ensures that users alwa s launch the most recent version of 'imesheets under the correct 1,$ version, even if there is more than one 1,$ version present at the same time! 1*(S automaticall downloads the most recent version of 'imesheets to the user5s computer, so users never have to upgrade manuall !
1'
Do 1e need to integrate our pro*ect data 1ith other s2stems5 +f ou need to integrate our project data with other s stems, such as accounting or =uman ,esources s stems, ou must install the Software "evelopment 3it %S"3& on the computers that re>uire access to the data! 'he S"3 ma#es project data available to e2ternal applications through Open "atabase 0onnectivit %O"M0& interfaces, such as OL$-"M and 1"M0! Wi$$ our team mem#ers use /imesheets to su#mit timesheets to the pro*ect managers5 +f team members will use 'imesheets, ou must install the /roup Server and the 'imesheets files on our (eb server! If 1e use /imesheets0 1hich version of the /imesheets c$ient 1i$$ 1e use5 Primavera provides two versions of 'imesheets- a (eb Mrowser version that runs as a 1ava applet in the user5s browser, and a 1ava (eb Start version that runs as a 1ava application on the user5s des#top! Do 1e 1ant to provide We# access to pro*ect data for performance of pro*ect management tas=s5 m Primavera provides access to project data via a (eb browser! m Primavera supports the creation and management of projects within the compan , provides resource availabilit and allocation details, and provides project portfolio reporting features to support strategic decision-ma#ing! 'he following table lists each client component and the corresponding server-based components that it re>uires!
,M"MS /roup Server m Primavera Primavera 1ob Service Project Management Portfolio *nal sis Methodolog Management 'imesheets m Primavera (eb 4ser
*
* * *
+f using Oracle as the ,"MMS, these modules re>uire the Oracle client software to be installed on the client computer! 0 'he 1ob Service is an optional component for the Project Management module!
1(
%$ient and Server -e3uirements

*fter determining our Primavera implementation plan, ensure that our hardware and software can support it!
Cor the fu$$ $ist of s2stem re3uirements and tested configurations0 refer to the testedc?g5pd? fi$e in the DDocumentationD/echnica$ DocumentationD/ested %onfigurations fo$der on the Primavera Documentation %D,
Supported P$atforms for Primavera
%$ient modu$es APro*ect +anagement0 +ethodo$og2 +anagement0 m2Primavera0 and Portfo$io Ana$2sisB Microsoft (indows ECCC Professional %SPL&

Microsoft (indows 6P %SPE& 0itri2 Meta:rame 6P :,E %for (indows ECCC& 0itri2 Meta:rame 6P :,7 %for (indows ECC7&
+inimum %$ient %onfigurations
Cor c$ients running the Pro*ect +anagement0 Portfo$io Ana$2sis0 and +ethodo$og2 +anagement modu$es

IEB MM of ,*M, EGF MM free recommended LC MM of hard-dis# space %per module& Microsoft +nternet $2plorer F!C %SPI or SPE& '0P.+P networ# protocol
Cor c$ients running /imesheets We# ro1ser version Microsoft +nternet $2plorer F!C %SPI or SPE& or ?etscape J!E
1,$ I!L!EPCJ or 1,$ I!G!CPCI %automaticall installed with 'imesheets& '0P.+P networ# protocol
Cor c$ients running /imesheets 6AWS version Microsoft +nternet $2plorer F!C %SPI or SPE&, ?etscape J!E, or :irefo2 I!C!I
1,$ I!L!EPCJ or 1,$ I!G!CPCI %automaticall installed with 'imesheets& '0P.+P networ# protocol
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Cor c$ients accessing m2Primavera

IEB MM of ,*M minimum, EGF MM recommended EG MM of free hard-dis# space '0P.+P networ# protocol Microsoft +nternet $2plorer F!C %SPI or SPE& 1,$ I!L!EPCJ or 1,$ I!G!CPCI %automaticall installed with m Primavera&
!ou can change the minimum 6-) p$ug-in to version 1,',"E?: #2 changing the 6avaP$uginU-8EI) and 6avaP$uginFersionEID settings using the m2Primavera Administration App$ication, Fersion 1,',"E?: is re3uired to access Primavera )xpedition in m2Primavera, -efer to @Con?igure myPrima era to access Prima era Expedition in?ormationA on page *0) for more information,
'he Software "evelopment 3it %S"3& can be installed on an (indows ECCC, (indows ECC7, or (indows 6P computer! S stem re>uirements will var depending on the re>uirements of the module that uses the S"3 to integrate with Primavera databases! Supported %onfigurations for Servers Cor the data#ase server Oracle version D!E!C!G on (indows ECCC Server %SPL&, (indows ECC7 Server, =P-46 IIi, or ,ed=at Linu2 *dvanced Server 7!C! Oracle version IC!I!C!7 on (indows ECCC Server %SPL&, (indows ECC7 Server, or ,ed =at Linu2 *dvanced Server 7!C
Microsoft SQL Server ECCC %SP7& on (indows ECCC Server %SPL& or (indows ECC7 Server Microsoft SQL Server "es#top $ngine %MS"$& ECCC %SP7& on (indows ECCC %SPL&
1ob Service must run on (indows ECCC Server %SPL& or (indows ECC7 Server!
1:
Cor the server running Group Server and providing the /imesheets fi$es
Microsoft (indows ECCC Server %SPL& or (indows ECC7 Server
(eb server software installed and running

GIE MM of memor ECC MM of hard-dis# space Microsoft '0P.+P networ#ing protocol
Cor the co$$a#oration server Microsoft (indows ECCC Server.*dvanced Server %SPL& or (indows ECC7 Server

Solaris E!D %SP*,0& I /M of ,*M recommended I /M %minimum& available hard-dis# space Microsoft (indows ECCC Server %SPL& or (indows ECC7 Server
App$ication server re3uirements hosting m2Primavera

Solaris E!D %SP*,0&
*pplication server re>uires 1"3 I!L!IPC7 or I!L!EPCG %(ebLogic B!I!L and 'omcat G!C!EB re>uire 1"3 I!L!EPCG, (ebSphere G!I!I is bundled with 1"3 I!L!IPC7, and (ebsphere F!C is bundled with I!L!EPCG!& I /M of ,*M minimum, I /M recommended I /M minimum of available hard-dis# space
6SP server re3uirements hosting m2Primavera M$* (ebLogic $2press Server B!I!L %or B!I!L +SN&

M$* (ebLogic $nterprise Server B!I!L +MM (ebSphere *pplication Server vG!I!I or F!C
*pache 'omcat G!C!EB
1;
Cor the We# server hosting Pro*ect We# Site fi$es Microsoft (indows ECCC Server %SPL& or (indows ECC7 Server
Microsoft +nternet +nformation Server %++S& G!C %on (indows ECCC Server SPL& or F!C %on (indows ECC7 Server& Microsoft '0P.+P networ#ing protocol Microsoft +nternet $2plorer F!C %SPI& or higher
Cor the m2Primavera We# server Microsoft +nternet +nformation Server %++S& G!C %on (indows ECCC Server SPL& or F!C %on (indows ECC7 Server&
M$* (ebLogic $2press Server B!I!L %or B!I!L +SN& *pache 'omcat G!C!EB +MM (ebSphere *pplication Server vG!I!I or F!C *pache =''P Server E!C!GE Sun O?$ (eb Server G!I or F!C %SPI, SPG& +nternet e-mail %SM'P& or M*P+ is supported ?etwor# protocols depend onl on database vendor
M$* (ebLogic $nterprise Server B!I!L

Supported )-+ai$ S2stems and <et1or= Protoco$s
(eb site re>uires '0P.+P

m2Primavera supports on$2 S+/P,
1>
Data#ase Server Si@ing Guide

'he following sizes refer to a single instance of the project management database! Memor sizes do not include overhead re>uired b the operating s stem, which t picall adds 7E MM to the memor re>uirement and varies depending on the server version! 4rac$e :ile
'emp 'MS ,MS 'MS +nde2 'MS "ata 'MS Lob 'MS 'otal ,*M-
Small
7CC MM 7CC MM EGC MM EGC MM EGC MM I,7GC MM 7BL MM
Medium
GCC MM GCC MM GCC MM GCC MM GCC MM E,GCC MM GIE MM
Large
I,CCC MM I,CCC MM I,CCC MM I,CCC MM I,CCC MM G,CCC MM ICELQMM
+icrosoft S78 Server :ile

"ata "ata Log 'emp 'emp Log 'otal ,*M-
Small
7CC MM IGC MM ICC MM GC MM FCC MM 7BL MM
Medium
GCC MM EGC MM ECC MM ICC MM I,CGC MM GIE MM
Large
I,CCC MM GCC MM EJG MM IEG MM I,DCC MM ICELQMM
Part
"
Data#ase Insta$$ation and %onfiguration

In this part Automatic Data#ase Insta$$ %onfiguring the Server Data#ases
hile it is best to have an e2perienced database administrator install and set up Primavera applications to run on a networ# server, our compan ma not have this t pe of person available! Primavera provides a >uic# and eas Setup program for installing the necessar database components on our database server! ,ead *utomatic "atabase +nstall and simpl follow the steps in the "atabase wizard to create a new project management and. or methodolog management database and load the re>uired data! +f ou choose not to follow the automated steps, ou can also manuall set up the database and load the data! See 0onfiguring the Server "atabases for detailed instructions!
Automatic Data#ase Insta$$
"&

In this chapter
4vervie1 -unning the Data#ase Wi@ard Automatica$$2 Insta$$ing an 4rac$e Data#ase and 8oading App$ication Data Automatica$$2 Insta$$ing a S78 Server Data#ase and 8oading App$ication Data
:ollow the steps in this chapter to set up and load the Project Management and Methodolog Management module databases on a server using the automatic install process!
"'
Part ": Data#ase Insta$$ation and %onfiguration
4vervie1
'wo databases are used to run Primavera
'he project management database %PM"M& stores the Project Management data used b Primavera! +t is a re>uired database! 'he methodolog management database %MM"M& stores the methodologies that can be used as templates when creating new projects! 8ou must install this database if ou will be using the Methodolog Management module!
Primavera supports Oracle, Microsoft SQL Server, and Microsoft SQL Server "es#top $ngine %MS"$& databases! 'he MS SQL Server or Oracle server software must be installed on the database server%s& before ou can create the database!
If 2ou need detai$ed steps on insta$$ing 4rac$e for the server and c$ient0 or S78 Server for the server0 contact Primavera %ustomer Support,
+f ou intend to run Primavera on an Oracle database server, the Oracle client must be installed on each machine that will be accessing the database server!
When 2ou insta$$ the 4rac$e c$ient0 the /<SPI<G,)G) uti$it2 is automatica$$2 insta$$ed in the Dorac$eDHoraEhomeID#in fo$der, /his uti$it2 must #e present for Primavera app$ications, Do not de$ete it,
+f ou intend to run Primavera on a SQL Server or MS"$ database server, the re>uired SQL Server client files are automaticall installed when ou install the Project Management module on a client machine! 8ou can run the database wizard to automaticall create a database structure and load application data into it) or, ou can manuall configure the database structures and then run the database wizard to load the application data!
"(
-unning the Data#ase Wi@ard

'he "atabase wizard guides ou through the steps for creating a new database structure and loading the application data into it! 8ou need not be an e2perienced "M* to perform these steps) however, Oracle, Microsoft SQL Server or MS"$ must alread be installed on the database server! Primavera supports Oracle versions D!E!C!G and IC!I!C!7 and Microsoft SQL Server.MS"$ ECCC %SP7&! 8ou can run the "atabase wizard to create a new database from a client computer or from the server itself! 'he "atabase wizard creates an necessar file structures and users for ou! ,un the "atabase wizard twice- first to create the database structure and load data for the project management database, then again for the methodolog management database!
Cor S78 Server users0 1hen 2ou insta$$ Primaveras Pro*ect +anagement c$ient modu$e0 the S78 Server c$ient fi$es necessar2 to connect to Primavera are automatica$$2 insta$$ed, Cor 4rac$e users0 the 4rac$e c$ient must #e insta$$ed on a c$ient computer #efore 2ou configure a connection to an 4rac$e data#ase using the Data#ase 1i@ard, Cor 4rac$e users0 4rac$e must #e run in Dedicated +ode Arather than +/S modeB, Cor 4rac$e users0 if 2ou need to use the )uro s2m#o$ in an2 Western )uropean $anguage0 2ou must use codepage W);+SWI<1"(" or U/C;,
"9
Automatica$$2 Insta$$ing an 4rac$e Data#ase and 8oading App$ication Data

0omplete the following steps to automaticall create an Oracle database and load application dataPrimavera S2stems recommends that 2ou create a (?? + temporar2 ta#$espace0 a (?? + ro$$#ac= ta#$espace0 and a (?? + U<D4/ S ta#$espace, -efer to 2our 4rac$e data#ase documentation if 2ou are unfami$iar 1ith this process,
I +f ou are installing from a 0", insert 0" I! *n introductor screen should appear that provides installation options! +f the screen does not appear, or if ou are installing from a networ# location, double-clic# *4'O,4?!$6$ in the root folder of 0" I! E 0hoose +nstall Other 'ools!
":
7 0hoose Server "atabases!
%$ic= <ext on each 1i@ard dia$og #ox to advance to the next step,
L 0hoose to create a new Primavera database and enter the product #e located on the 0" I label!
";
G 0hoose Oracle as the database t pe and whether to include sample project data in the selected database!
F 0hoose the database for which ou are installing data %PM"M or MM"M&! PM"M is the project management database! MM"M is the methodolog management database!
">
J 0hoose 0reate "atabase and Load *pplication "ata as the installation method and set the option to load the license #e file! +f ou choose to load the license #e file now, browse to the location of the L+0$?S$!'6' file! * license #e file is re>uired to use the software and should have been provided via e-mail or dis#ette! +t contains our compan name, serial number, the product components with version number ou have purchased, and the number of users allowed! +f the L+0$?S$!'6' file is not available at this time, ou can clear this chec#bo2 and load the file later using the "atabase wizard! ,efer to ;0hanging "atabase 0onfiguration Settings< on page EGD for more information!
&?
B ' pe the Oracle s stem user name and password to log on to the database! *lso, enter the Oracle connect string! +f ou chose the defaults during the Oracle installation, accept s stem as the database administrator name and t pe manager as the password) otherwise, t pe the new names! 8ou must specif an Oracle connect string! +t can be found in the '?S?*M$S!O,* file! 'he '?S?*M$S!O,* file is created when ou or our "M* set up the Oracle client!
&1
D 0lic# ?e2t to accept the name for the "ata, +nde2, and LOM tablespaces and estimated tablespace sizes! 'he wizard automaticall names the tablespaces using the Oracle connect string ou previousl specified as the prefi2 %for e2ample, PM"M&! 8ou can change the estimated tablespace sizes! ,efer to ;"atabase Server Sizing /uide< on page ID for guidelines on sizing! Mar# the 4se $2isting 'ablespaces onl if the database to which ou are connecting alread has e2isting tablespaces! :or a new database, do not mar# this option!
IC *ccept the default location for the Oracle tablespaces, "ata, +nde2, and LOM, or specif different locations!
&"
II *ccept the default names for the Oracle administrative user, privileged user, and public user, or specif the appropriate names! +f necessar , choose a different default tablespace and temporar tablespace from the dropdown list! 8ou can choose a default tablespace from the dropdown list in the "efault 'ablespace field! +n the 'emporar 'ablespace field, use the temporar tablespace that ou created prior to starting this procedure!
/he temporar2 ta#$espace must #e of temporar2 t2peJ other1ise0 errors can occur to 2our data#ase,
IE +n the ,ead to Megin 0reating "atabase dialog bo2, choose @8es, + (ant to 0reate "atabase 'ables and Structure@, then clic# ?e2t!
&&
If the data#ase creation fai$s #efore comp$etion0 a Data#ase %reation Cai$ed dia$og #ox appears 1ith messages stating the errors, %$ic= %op2 to %$ip#oard on this dia$og #ox to record the messages and contact %ustomer Support for more information,
I7 0lic# ?e2t to start the process of loading the database tables with application data! 8ou can cancel from the "atabase wizard at this point if ou do not want to populate the database tables with application data! 'o continue the process at another time, start the wizard again and choose the Load *pplication "ata Onl option on the Select +nstallation Method dialog bo2!
&'
(hen the process has completed, the message ;"ata Loading 0ompleted< appears! 0lic# :inish to e2it the wizard!
IL ,un the "atabase wizard again if ou will be using the Methodolog Management module!
&(
4verriding the %$eanup of the -)C-D)8 /a#$e

'imestamp fields on each row in the database enable ou to trac# the latest updates to the data! "eleted data is stored in a table called ,$:,"$L! 'his table contains a row for each record deleted from the database! * stored procedure called ,$:,"$LP0L$*?4P will remove an rows older than the earliest login! 8ou can change how often the records are deleted from the ,$:,"$L table! Login to SQL HPlus using P,+N4S$, as our username, then run the following statement+?S$,' +?'O adminPconfig % configPname, lastPchangePdate, configPvalue & values %@,$:,"$LP"$L$'$P"*8S@, s sdate, @7C@&) * positive value in the configPvalue field indicates that ou want to delete all records older than that time! :or e2ample, enter 7C to delete all records older than 7C da s in the past! 'o turn off the stored procedure so records are never deleted from the ,$:,"$L table, enter C or a negative number! +f ,$:,"$LP"$L$'$P"*'$ alread e2ists in the *"M+?P0O?:+/ table, update the row in the table b running the following statement4P"*'$ adminPconfig set configPvalue R @7C@ where configPname R @,$:,"$LP"$L$'$P"*8S@)
/he FEK/-A<SA%/I4< ta#$e stores the ear$iest $ogin time that data 1as changed, /his improves performance 1hen refreshing data #ecause data #efore that $ogin time is not accessed, Users must have access to vie1 the FEK/-A<SA%/I4< ta#$e, 4ther1ise0 the ear$iest $ogin time cannot #e vie1ed and redundant data is accessed 1hich causes s$o1er performance, /o grant access to this ta#$e0 connect to 4rac$e as S!S, -un the -U<EASES!S,S78 script or run the fo$$o1ing G-A</ statement: grant se$ect on vEKtransaction to admuserJ
Once both sets of application data are installed %Project Management and Methodolog Management&, ou can begin to install client modules and additional components! ,efer to Part . and Part / for more information on configuring the servers and installing client module%s& and additional components!
&9
Automatica$$2 Insta$$ing a S78 Server Data#ase and 8oading App$ication Data

0omplete the following steps to automaticall create a SQL Server or MS"$ database and load application dataI +f ou are installing from a 0", insert 0" I! *n introductor screen should appear that provides installation options! +f the screen does not appear, or if ou are installing from a networ# location, double-clic# *4'O,4?!$6$ in the root folder of 0" I! E 0hoose +nstall Other 'ools!
&:
&;
G 0hoose Microsoft SQL Server or MS"$ as the database t pe and whether to include sample project data in the selected database!
&>
J 0hoose 0reate "atabase and Load *pplication "ata as the installation method and set the option to load the license #e file! +f ou choose to load the license #e file now, browse to the location of the L+0$?S$!'6' file! * license #e file is re>uired to use the software and should have been provided via e-mail or dis#ette! +t contains our compan name, serial number, the product components with version number ou have purchased, and the number of users allowed! +f the L+0$?S$!'6' file is not available at this time, ou can clear this chec#bo2 and load the file later using the "atabase wizard! ,efer to ;0hanging "atabase 0onfiguration Settings< on page EGD for more information!
'?
B ' pe the Microsoft SQL Server s stem administrator name and password to register to the server! *lso, enter the server machine name or +P address where Microsoft SQL Server is installed! +f ou chose the defaults during the Microsoft SQL Server installation, accept S* as the s stem administrator name and a blan# password) otherwise, t pe the new names! 8ou must specif a server name! +f ou are running the "atabase wizard from the server machine, the "atabase wizard automaticall enters the server name for ou!
'1
D *ccept or modif the default name of the database and the location and name for the data and log files! *lso, select the database codepage and collation settings that are appropriate to our installation! 8ou can change the name of the database! "uplicate database names are not permittedO ou are prompted to enter a uni>ue name if a database with the specified name alread e2ists! 'he data file contains the database tables and procedures! 'he log file contains a record of changes! M default, the "atabase wizard stores these files in the folder on our server where Microsoft SQL Server is installed! 'he database name that ou specif is used to name the files! +f ou change the location, the destination folder must e2ist on the server!
IC 0lic# ?e2t when the database name, file locations, codepage, and collation settings are correct!
'"
II +n the ,ead to Megin 0reating "atabase dialog bo2, choose @8es, + (ant to 0reate "atabase 'ables and Structure@, then clic# ?e2t!
If the data#ase creation fai$s #efore comp$etion0 a Data#ase %reation Cai$ed dia$og #ox appears 1ith messages stating the errors, %$ic= %op2 to %$ip#oard on this dia$og #ox to record the messages and contact %ustomer Support for more information,
'&
IE 0lic# ?e2t to start the process of loading the database tables with application data! 8ou can cancel from the "atabase wizard at this point if ou do not want to populate the database tables with application data! 'o continue the process at another time, start the wizard again and choose the Load *pplication "ata Onl option on the Select +nstallation Method dialog bo2!
(hen the process has completed, the message ;"ata Loading 0ompleted< appears! 0lic# :inish to e2it the wizard!
I7 ,un the "atabase wizard again if ou will be using the Methodolog Management module!
''

'imestamp fields on each row in the database enable ou to trac# the latest updates to the data! "eleted data is stored in a table called ,$:,"$L! 'his table contains a row for each record deleted from the database! * stored procedure called ,$:,"$LP0L$*?4P will remove an rows older than the earliest login! 8ou can change how often the records are deleted from the ,$:,"$L table! Open Quer *nal zer and connect as P,+N4S$,! Select the PM"M database! +n the *"M+?P0O?:+/ table, run the following statement+?S$,' +?'O adminPconfig % configPname, lastPchangePdate, configPvalue & values %@,$:,"$LP"$L$'$P"*8S@, get"ate%&, @7C@&) * positive value in the configPvalue field indicates that ou want to delete all records older than that time! :or e2ample, enter 7C to delete all records older than 7C da s in the past! 'o turn off the stored procedure so records are never deleted from the ,$:,"$L table, enter C or a negative number! +f ,$:,"$LP"$L$'$P"*'$ alread e2ists in the *"M+?P0O?:+/ table, update the row in the table b running the following statement4P"*'$ adminPconfig set configPvalue R @7C@ where configPname R @,$:,"$LP"$L$'$P"*8S@) Once both sets of application data are installed %project management and methodolog management&, ou can begin to install client modules and additional components! ,efer to Part 7 and Part L for more information on configuring the servers and installing client module%s& and additional components!
%onfiguring the Server Data#ases
'(

,ead this chapter to manuall set up the In this chapter
4vervie1 %reating the Data#ase Structure for 4rac$e %reating the Data#ase Structures for +S S78 Server Insta$$ing the App$ication Data A4rac$e and +icrosoft S78 ServerB
central project management database and the methodolog management database on a server running Oracle or Microsoft SQL Server! 'he steps in this chapter should be performed b our database administrator %"M*&! Setup is divided into two steps- creating each database5s structure and loading the application data into each database! 'o use a wizard that automaticall creates the database structures and loads the data, refer to ;;*utomatic "atabase +nstall< on page E7!< +f ou are using MS"$ ou should run the "atabase wizard!
'9
4vervie1
'wo databases are used to run Primavera
'he project management database %PM"M& stores the Project Management data used b Primavera! +t is a re>uired database! 'he methodolog management database %MM"M& stores the methodologies that can be used as templates when creating new projects! 8ou must install this database if ou will be using the Methodolog Management module!
If 2ou need detai$ed steps on insta$$ing 4rac$e for the server and c$ient0 or S78 Server for the server0 contact Primavera %ustomer Support,
Primavera supports Oracle, Microsoft SQL Server, and Microsoft SQL Server "es#top $ngine %MS"$& databases! 'he MS SQL Server or Oracle server software must be installed on the database server%s& before ou can create the database!
When 2ou insta$$ the 4rac$e c$ient0 the /<SPI<G,)G) uti$it2 is automatica$$2 insta$$ed in the Dorac$eDHoraEhomeID#in fo$der, /his uti$it2 must #e present for Primavera app$ications, Do not de$ete it,
':
%reating the Data#ase Structure for 4rac$e

'he Oracle database administrator %"M*& creates the project management and methodolog management database, then runs two SQL scripts provided b Primavera, one for each database, that create each database5s structure %tables, inde2es, relationships, and so on&! Primavera supports Oracle versions D!E!C!G and IC!I!C!7 Server and $nterprise editions!
/he Group Server re3uires a Unicode pro*ect management data#ase 1hen supporting internationa$ $anguages, 4rac$e must #e run in Dedicated +ode Arather than +/S modeB, If 2ou need to use the )uro s2m#o$ in an2 Western )uropean $anguage0 2ou must use codepage W);+SWI<1"(" or U/C;,
!ou can a$so use a 1i@ard that automatica$$2 creates the data#ase structures and $oads the data for 2ou, -efer to LAutomatic Data#ase Insta$$M on page "& for more information,
'hese instructions assume ou are an Oracle "M* or are familiar with administering Oracle databases! %reate the P+D 4rac$e data#ase structures I 0op the O,PMP+?S!SQL script to a local folder! 'he script is located on 0" I in the 9install9database9scripts9install9or folder! 8ou must cop the script to a local drive so it can be edited! E 'urn off the file5s read-onl attribute! Since files on a 0" are read-onl , this attribute is turned on when a file is copied from a 0"! +n (indows $2plorer, right-clic# the file, choose Properties, and clear the ,ead-Onl chec#bo2! 7 $dit the O,PMP+?S!SQL script! :ollow the instructions in the header of this script to modif all parameters with double >uestion mar#s %SSparameterSS&!
';
L 0reate a database with s stem, temporar , and rollbac# tablespaces! 'o #eep it simple, create an alias PM"M for that database! 'hen, ma#e sure that the Oracle client can connect using that alias!
Primavera S2stems recommends that 2ou create a data#ase 1ith (?? + temporar2 ta#$espace0 a (?? + ro$$#ac= ta#$espace0 and a (?? + U<D4/ S ta#$espace, -efer to 2our 4rac$e data#ase documentation if 2ou are unfami$iar 1ith this process,
G Log on to the PM"M database as a S8S'$M or other "M* privileged user! F ,un the edited O,PMP+?S!SQL script! 'his script creates the data structure for PM"M!
/he resu$ts of the S78 script are spoo$ed to a text fi$e0 4-P+EI<S,8S/0 1hich is created in the $ocation from 1hich the script is executed, -evie1 this fi$e for error messages to ensure that the process ran as expected, /he FEK/-A<SA%/I4< ta#$e stores the ear$iest $ogin time that data 1as changed, /his improves performance 1hen refreshing data #ecause data #efore that $ogin time is not accessed, Users must have access to vie1 the FEK/-A<SA%/I4< ta#$e, 4ther1ise0 the ear$iest $ogin time cannot #e vie1ed and redundant data is accessed 1hich causes s$o1er performance, /o grant access to this ta#$e0 connect to 4rac$e as S!S, -un the -U<EASES!S,S78 script or run the fo$$o1ing G-A</ statement: grant se$ect on vEKtransaction to admuserJ
'>
Dropping P+D 4rac$e Data#ase 4#*ects

+f ou ma#e a mista#e or want to recreate the database objects, first drop the objects created b the database installation script! "ropping database objects deletes them permanentl ! :or our convenience scripts are provided to drop the database objects! ,un the scripts in the 9install9database9scripts9install9or9drop9pmdb folder on 0" I! 'his folder contains the following filesO,"PPSPS!SQL O,"PPS8?!SQL O,"PP/,?!SQL O,"PP:30!SQL O,"PPP3!SQL O,"PP?"6!SQL O,"PP'*M!SQL drops stored procedures drops s non ms revo#es privileges drops foreign #e s constraints drops primar #e s drops inde2es drops tables
+f data e2ists, ou must drop the objects in the order the are listed! 'he results of each script are spooled to a file with an !LS' e2tension! :or e2ample, O,"PP'*M!LS' contains the results of the SQL script of that name!
(?

'imestamp fields on each row in the database enable ou to trac# the latest updates to the data! "eleted data is stored in a table called ,$:,"$L! 'his table contains a row for each record deleted from the database! * stored procedure called ,$:,"$LP0L$*?4P will remove an rows older than the earliest login! 8ou can change how often the records are deleted from the ,$:,"$L table! Login to SQL HPlus using P,+N4S$, as our username, then run the following statement+?S$,' +?'O adminPconfig % configPname, lastPchangePdate, configPvalue & values %@,$:,"$LP"$L$'$P"*8S@, s sdate, @7C@&) * positive value in the configPvalue field indicates that ou want to delete all records older than that time! :or e2ample, enter 7C to delete all records older than 7C da s in the past! 'o turn off the stored procedure so records are never deleted from the ,$:,"$L table, enter C or a negative number! +f ,$:,"$LP"$L$'$P"*'$ alread e2ists in the *"M+?P0O?:+/ table, update the row in the table b running the following statement4P"*'$ adminPconfig set configPvalue R @7C@ where configPname R @,$:,"$LP"$L$'$P"*8S@)
(1
%reate the ++D 4rac$e data#ase structures I 0op the O,MMP+?S!SQL script to a local folder! 'he script is located on 0" I in the 9install9database9scripts9install9or folder! 8ou must cop the script to a local drive so it can be edited! E 'urn off the file5s read-onl attribute! Since files on a 0" are read-onl , this attribute is turned on when a file is copied from a 0"! +n (indows $2plorer, right-clic# the file, choose Properties, and clear the ,ead-Onl chec#bo2! 7 $dit the O,MMP+?S!SQL script! :ollow the instructions in the header of this script to modif all parameters with double >uestion mar#s %SSparameterSS&! L 0reate a database with s stem, temporar , and rollbac# tablespace! 'o #eep it simple, create an alias MM"M for that database! 'hen, ma#e sure that the Oracle client can connect using that alias!
Primavera S2stems recommends that 2ou create a data#ase 1ith (?? + temporar2 ta#$espace0 a (?? + ro$$#ac= ta#$espace0 and a (?? + U<D4/ S ta#$espace, -efer to 2our 4rac$e data#ase documentation if 2ou are unfami$iar 1ith this process,
G Log on to the MM"M database as a S8S'$M or other "M* privileged user! F ,un the edited O,MMP+?S!SQL script! 'his script creates the data structure for MM"M!
/he resu$ts of the S78 script are spoo$ed to a text fi$e0 4-++EI<S,8S/0 1hich is created in the $ocation from 1hich the script is executed, -evie1 this fi$e for error messages to ensure that the process ran as expected,
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Dropping ++D 4rac$e Data#ase 4#*ects

+f ou ma#e a mista#e or want to recreate the database objects for the methodolog management database, first drop the objects created b the database installation script! "ropping database objects deletes them permanentl ! :or our convenience scripts are provided to drop the database objects! 'o drop the objects created b the database installation script, run the scripts in the 9install9database9scripts9install9or9drop9mmdb folder of 0" I! 'his folder contains the following filesO,"PPSPS!SQL O,"PPS8?!SQL O,"PP/,?!SQL O,"PP:30!SQL O,"PPP3!SQL O,"PP?"6!SQL O,"PP'*M!SQL drops stored procedures drops s non ms revo#es privileges drops foreign #e s constraints drops primar #e s drops inde2es drops tables
+f data e2ists, ou must drop the objects in the order the are listed! 'he results of each script are spooled to a file with an !LS' e2tension! :or e2ample, O,"MP'*M!LS' contains the results of the SQL script of that name! Once the database structures are created, ou can install the application data in the PM"M and MM"M databases as described in ;+nstalling the *pplication "ata %Oracle and Microsoft SQL Server&< on page GD!
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%reating the Data#ase Structures for +S S78 Server

'he Microsoft SQL Server "M* creates the project management and methodolog management database, then runs two SQL scripts provided b Primavera, one for each database, that create each database5s structure %tables, inde2es, relationships, and so on&!
See ;0lient and Server ,e>uirements< on page IG for more detailed information!
Primavera supports Microsoft SQL Server ECCC %SP7&! 'hese instructions assume ou are a "M* or are familiar with how to administer Microsoft SQL Server databases! Mefore ou create the Microsoft SQL Server database structure, ou should first register to the server as a s stem administrator %S*& and review the following server-level configuration changes in the Microsoft SQL Server $nterprise Manager
Ma2 (or#er 'hreads Specif the number of threads used to support the users connected to the server! 'he default setting %EGG& ma be too high for some configurations, depending on the number of concurrent users! $ach wor#er thread is allocated, even if it is not in use, which means that if there are fewer concurrent connections than allocated wor#er threads, ou could be wasting memor resources! Memor 3eep the setting as " namic! Microsoft SQL Server d namicall ac>uires and frees memor as needed, up to the ma2imum available memor on our server! Open Objects 3eep the setting as " namic! 'his setting determines the ma2imum number of objects that can be opened concurrentl on Microsoft SQL Server! 'he value is set automaticall depending on current s stem needs! 8ou should not need to change this value! 4ser 0onnections 3eep the setting as C, which designates Microsoft SQL Server to adjust the number of simultaneous user connections allowed based on how man are needed, up to the ma2imum value! ?etwor# Pac#et Size Set to IF7BL!
*fter configuring the server, stop and start Microsoft SQL Server to ensure that the changes ta#e effect!
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%onfiguring for Internationa$ 8anguage Support AS78 Server "???B

:or non-Latin language support %'raditional 0hinese, Simplified 0hinese, ,ussian, or 1apanese&, the /roup Server re>uires specific settings when configuring the database! +n the database setup, choose the codepage and collation options that coincide with our installation when prompted! %reate the P+D +icrosoft S78 Server data#ase structures I 0op the SSPMP+?S!SQL script to a local folder! 'he script is located on 0" I in the 9install9database9scripts9install9ss folder! 8ou must cop the script to a local drive so it can be edited! E 'urn off the file5s read-onl attribute! Since files on a 0" are read-onl , this attribute is turned on when a file is copied from a 0"! +n (indows $2plorer, right-clic# the file, choose Properties, and clear the ,ead-Onl chec#bo2! 7 $dit the SSPMP+?S!SQL script! :ollow the instructions in the header of this script to replace the SS"*'*M*S$P?*M$SS parameter in the 4S$ statement with the name of our database %for e2ample, PM"M&!
Primavera S2stems recommends that 2ou use +icrosoft S78 Server )nterprise +anager to perform these steps,
L ,egister to the server as user S*! G 0reate a database named PM"M with a data device of GCC MM or more and a log device of ECC MM or more! 8ou can increase or decrease these amounts depending on how much data ou plan to store in the database! 8ou can also mar# the *utomaticall /row :ile chec#bo2 to specif that these values automaticall increase based on need!
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F *t the server level, create logins named P,+N4S$, and P4M4S$, with secure passwords! Mar# the Permit chec#bo2 for the PM"M database for both P,+N4S$, and P4M4S$,! *lso ma#e sure users named P,+N4S$, and P4M4S$, have been created for the PM"M database in the public group, which should be created automaticall when ou create logins! J +n Microsoft SQL Server $nterprise Manager, choose 'ools, SQL Server Quer *nal zer! B ,un the SSPMP+?S!SQL script! 'his script creates the data structure for PM"M! +t also creates all of the necessar grants for P,+N4S$, and P4M4S$,!
Dropping P+D +icrosoft S78 Server Data#ase 4#*ects

+f ou ma#e a mista#e or want to recreate the database objects for the project management database, first drop the objects created b the database installation script! "ropping database objects deletes them permanentl ! :or our convenience scripts are provided to drop the database objects! 'o drop the objects created b the database installation script, run the scripts in the 9install9database9scripts9install9ss9drop9pmdb folder of 0" I! 'his folder contains the following filesSS"PPSPS!SQL SS"PP:30!SQL SS"PPP3!SQL SS"PP?"6!SQL SS"PP'*M!SQL drops stored procedures drops foreign #e s constraints drops primar #e s drops inde2es drops tables
8ou must connect to the server as S* to drop objects! Mefore running each script, cop the scripts to a local drive, turn off the read-onl attribute of each file, and edit each script to replace the SS"*'*M*S$P?*M$SS parameter in the 4S$ statement with the name of our database %for e2ample, PM"M&! +f data e2ists, ou must run the scripts in the order listed!
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'imestamp fields on each row in the database enable ou to trac# the latest updates to the data! "eleted data is stored in a table called ,$:,"$L! 'his table contains a row for each record deleted from the database! * stored procedure called ,$:,"$LP0L$*?4P will remove an rows older than the earliest login! 8ou can change how often the records are deleted from the ,$:,"$L table! Open Quer *nal zer and connect as P,+N4S$,! Select the PM"M database! +n the *"M+?P0O?:+/ table, run the following statement+?S$,' +?'O adminPconfig % configPname, lastPchangePdate, configPvalue & values %@,$:,"$LP"$L$'$P"*8S@, get"ate%&, @7C@&) * positive value in the configPvalue field indicates that ou want to delete all records older than that time! :or e2ample, enter 7C to delete all records older than 7C da s in the past! 'o turn off the stored procedure so records are never deleted from the ,$:,"$L table, enter C or a negative number! +f ,$:,"$LP"$L$'$P"*'$ alread e2ists in the *"M+?P0O?:+/ table, update the row in the table b running the following statement4P"*'$ adminPconfig set configPvalue R @7C@ where configPname R @,$:,"$LP"$L$'$P"*8S@)
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%reate the ++D +icrosoft S78 Server data#ase structures I 0op the SSMMP+?S!SQL script to a local folder! 'he script is located on 0" I in the 9install9database9scripts9install9ss folder! 8ou must cop the script to a local drive so it can be edited! E 'urn off the file5s read-onl attribute! Since files on a 0" are read-onl , this attribute is turned on when a file is copied from a 0"! +n (indows $2plorer, right-clic# the file, choose Properties, and clear the ,ead-Onl chec#bo2! 7 $dit the SSMMP+?S!SQL script! :ollow the instructions in the header of this script to replace the SS"*'*M*S$P?*M$SS parameter in the 4S$ statement with the name of our database %for e2ample, MM"M&!
Primavera S2stems recommends that 2ou use +icrosoft S78 Server )nterprise +anager to perform these steps,
L ,egister to the server as user S*! G 0reate a database named MM"M with a data device of GCC MM or more and a log device of ECC MM or more! 8ou can increase or decrease these amounts depending on how much data ou plan to store in the database! 8ou can also mar# the *utomaticall /row :ile chec#bo2 to specif that these values automaticall increase based on need! F *t the server level, create logins named P,+N4S$, and P4M4S$, with secure passwords! Mar# the Permit chec#bo2 for the PM"M database for both P,+N4S$, and P4M4S$,! *lso ma#e sure users named P,+N4S$, and P4M4S$, have been created for the PM"M database in the public group, which should be created automaticall when ou create logins! J +n Microsoft SQL Server $nterprise Manager, choose 'ools, SQL Server Quer *nal zer! B ,un the SSMMP+?S!SQL script! 'his script creates the data structure for MM"M! +t also creates the necessar grants for P,+N4S$, and P4M4S$,!
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Dropping ++D +icrosoft S78 Server Data#ase 4#*ects

+f ou ma#e a mista#e or want to recreate the database objects for the methodolog management database, first drop the objects created b the database installation script! "ropping database objects deletes them permanentl ! :or our convenience scripts are provided to drop the database objects! 'o drop the objects created b the database installation script, run the scripts in the 9install9database9scripts9install9ss9drop9mmdb folder of 0" I! 'his folder contains the following filesO,"PPSPS!SQL SS"PP:30!SQL SS"PP?"6!SQL SS"PPP3!SQL SS"PP'*M!SQL drops stored procedures drops foreign #e s constraints drops inde2es drops primar #e s drops tables
8ou must connect to the server as S* to drop objects! Mefore running each script, cop the scripts to a local drive, turn off the read-onl attribute of each file, and edit each script to replace the SS"*'*M*S$P?*M$SS parameter in the 4S$ statement with the name of our database %for e2ample, PM"M&! +f data e2ists, ou must run the scripts in the order listed! Once the database structures are created, ou can begin to install the application data in the PM"M and MM"M databases, as described in the ne2t section, ;+nstalling the *pplication "ata %Oracle and Microsoft SQL Server&<!
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Insta$$ing the App$ication Data A4rac$e and +icrosoft S78 ServerB

(hen the project management and methodolog management database structures are set up, run the "atabase wizard to load the application data in each of the new databases! 8ou can load the data from a client computer that has access to the databases, or, if our database server is running (indows ECCC.ECC7, ou can load the data from the server itself! 'he client computer used to install the Primavera databases must have the database drivers installed on it! Perform these steps twice- first load the data for the project management database %PM"M&, then perform these steps again to load the data for the methodolog management database %MM"M&! 8oad the app$ication data I +f ou are installing from a 0", insert 0" I! *n introductor screen should appear that provides installation options! +f the screen does not appear, or if ou are installing from a networ# location, double-clic# *4'O,4?!$6$ in the root folder of 0" I! E 0hoose +nstall Other 'ools!
9?
91
G 0hoose Oracle or SQL Server as the database t pe and whether to include sample project data in the selected database!
9"
J Select an installation method and whether to load the license #e file!

'o create database structures and load data automaticall , see ;*utomatic "atabase +nstall< on page E7!
0hoose Load *pplication "ata Onl if ou have alread set up the central databases as described earlier in this chapter! 8ou can choose to load the license #e file now! Mrowse to the location of the L+0$?S$!'6' file! * license #e file is re>uired to use the software and should have been given to ou via e-mail or dis#ette! +t contains our compan name, serial number, the product components with version number ou have purchased, and the number of users allowed! +f ou do not have the L+0$?S$!'6' file available to ou at this time, ou can clear this chec#bo2 and load the file later using the "atabase 0onfiguration wizard! See ;0hanging "atabase 0onfiguration Settings< on page EGD for more information!
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B 0lic# ?e2t to load the database! Mefore clic#ing ?e2t, the database structure must alread e2ist, or the application data will not be installed!
D ' pe our privileged user name and password! +f ou are connecting to SQL Server, ou must specif the server machine name and a database name! +f ou are running the "atabase +nstallation wizard from the server machine, the "atabase +nstallation wizard automaticall enters the server name for ou!
9'
+f ou are connecting to Oracle, t pe the Oracle connect string, which can be found in the '?S?*M$S!O,* file!
IC +n the ,ead to Megin Loading "ata dialog bo2, choose 8es, + (ant to Overwrite M "atabase with "efault "ata, then clic# ?e2t!
/he data $oading process 1i$$ over1rite an2 data in the specified data#ase,
If 2ou are connecting to 4rac$e0 this #ox 1i$$ sho1 the 4rac$e connect string,
*fter ou clic# ?e2t, the process of clearing the database tables %if the alread e2ist& and loading them with data starts! (hen the data is loaded, the message ;"ata Loading 0ompleted< appears!
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II 0lic# :inish to close the "atabase 0onfiguration wizard! Once both sets of application data are installed, ou can begin installing other Primavera components and client modules!
Part
&
Server Insta$$ation and %onfiguration

In this part %onfiguring the Group Server for /imesheets Insta$$ing m2Primavera
%o$$a#oration Setup %onfiguring the Distri#uted 6o# Service
ead this part to install and configure the components of Primavera that need to run on a networ# server! 0onfiguring the /roup Server for 'imesheets discusses how to prepare a server for a 'imesheets implementation, which re>uires a (eb server! 'he +nstalling m Primavera chapter provides instructions for setting up m Primavera! 'he 0ollaboration Setup chapter describes how to set up the collaboration server for use with m Primavera! 'he 0onfiguring the "istributed 1ob Service chapter provides details on how to configure the job service to distribute jobs to multiple servers simultaneousl !
%onfiguring the Group Server for /imesheets
9>

In this chapter
Insta$$ing the Group Server and /imesheets We# Site %onfiguring Group ServerN /imesheets for 8DAP Authentication %onfiguring Group ServerN /imesheets for Sing$e Sign 4n Authentication %onfiguring Group Server Settings Setting up 6ava We# Start for /imesheets %reating +u$tip$e Instances of Group Server Group Server Settings %onfiguration
'o implement 'imesheets as part of our Primavera installation, ou must install the /roup Server on our networ#! 'he /roup Server acts as an intermediar between the 'imesheets client module and our database server! 'his chapter describes how to install and configure the /roup Server!
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Part &: Server Insta$$ation and %onfiguration
Insta$$ing the Group Server and /imesheets We# Site

'imesheets is a (eb-based module that project team members can use to update project data! 'imesheets connects to the project management database via the /roup Server, which is a (indows ECCC.ECC7 service!
+f ou are upgrading from a previous version, we recommend that ou first uninstall the e2isting /roup Server! * new website is created during the version G!C Setup! See ;4ninstalling Previous Nersions< on page 7FC!
'imesheets re>uires a two-part installation- installing and configuring the /roup Server and installing the 'imesheets (eb site! 8ou can install the /roup Server on an (indows ECCC.ECC7 server that has constant access to the project management database! 'he 'imesheets (eb site must be installed on a (eb server! 'he files installed to the 'imesheets (eb site include ='ML and 1ava files, applet download files, the 1ava 1,$ installer, and the 'imesheets =elp site! 'he installation process allows ou to enable users to launch 'imesheets via 1ava (eb Start %1*(S& as well! * 1*(S configuration t picall includes a (eb server that resides on the same machine as the /roup Server) however, this is not re>uired! 6ava We# Start A6AWSB 1ava (eb Start %1*(S& provides a secure and platform-independent deplo ment of 'imesheets using 1ava ?etwor# Launching Protocol %1?LP& technolog ! 1*(S also ensures that users alwa s launch the most recent version of 'imesheets under the correct 1,$ version, even if there is more than one 1,$ version present!
Supported operating s2stems for 6AWS: Windo1s "??? ASP'B Windo1s GP ASP"B -ed .at 8inux &,? Supported We# servers for 6AWS: +icrosoft IIS (,? Apache ",?,(" %$ient re3uirements for 6AWS:
Cor more information a#out 6ava We# Start0 visit the http:NN*ava,sun,com We# site,
1,$ I!G!CPCI or I!L!EPCJ +nternet $2plorer F!C %SPI or SPE&,?etscape J!E, or :irefo2 I!C!I
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Cor 4rac$e connections0 the Group Server machine must have the 4rac$e Provider for 48) D insta$$ed, A fu$$ 4rac$e c$ient insta$$ation AAdministrator SetupB 1i$$ insta$$ the re3uired 4rac$e Provider for 48) D fi$es, If connecting to a unicode 4rac$e data#ase0 the 4rac$e 48)ND driver ;,1,:,' or higher must #e insta$$ed on the machine running the Group Server, /his driver version fixes an issue re$ated to reading certain data t2pes, Cor S78 Server connections0 the Group Server machine re3uires that the S78 Server c$ient is insta$$ed, /he S78 Server c$ient is automatica$$2 insta$$ed 1hen 2ou insta$$ Primaveras Pro*ect +anagement modu$e, C4- 8A<GUAG) SUPP4-/ If the Group Server is connecting to a Unicode 4rac$e data#ase and internationa$ $anguage support is re3uired0 confirm the fo$$o1ing -egistr2 setting under .O)!E84%A8E+A%.I<)DS4C/WA-)D4-A%8)D.4+) /he suffix for the <8SE8A<G =e2 must coincide 1ith the current $anguage Ae,g,0 %8;+SWI<1"(1 to support -ussianB, See the appropriate 4rac$e <8S documentation for more information, If the Group Server is connecting to a S78 Server data#ase0 the s2stem defau$t $oca$e for the operating s2stem of the Group Server machine must match the codepage setting of the data#ase instance to 1hich it is connecting,
Mefore performing these steps, ou must have alread set up the central project management database!
:"
Set up the Group Server and /imesheets fi$es I 4ninstall an e2isting version of the /roup Server %see ;4ninstalling Previous Nersions< on page 7FC&! E +nsert 0" I! *n introductor screen should appear that provides installation options! +f the screen does not appear, double-clic# *4'O,4?!$6$ in the root folder of 0" I! 7 0lic# +nstall Other 'ools!
L 0hoose 'eam Member 'imesheets!
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G $nter the product #e located on the 0" I label!
F 0lic# ?e2t on the (elcome dialog bo2! J 0hoose the components ou want to install! Mar# the first two chec#bo2es to install the /roup Server and 'imesheets (eb site on the same server! +f ou choose to install onl the /roup Server, s#ip to step IC!
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B 0hoose to install 'imesheets in an of the languages listed!
D 0lic# Mrowse to specif a destination folder for the (eb files! 'he files will be installed in a folder named 9/roupServer9Language, where 9Language is the two-character standard acron m for the language ou selected- en, de, fr, or ru! +f ou chose not to install the /roup Server, s#ip to step IE!
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IC Select the database t pe %Oracle or Microsoft SQL Server.MS"$&! 'he database must alread be installed and configured!
II Specif the database connection parameters! 'he database user name must be a privileged user %privuser&! +f connecting to Oracle, an Oracle "S? need not be predefined! $nter the Oracle Service ?ame, which ma have been defined using Oracle5s ?etB $as 0onfig tool, or refer to our '?S?*M$S!O,* file located in 9OracleP=ome9?etwor#9*dmin!
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+f connecting to Microsoft SQL Server, t pe the SQL Server database machine name, which is the name of the computer on which the Microsoft SQL Server database is running! +n the "atabase Schema ?ame field, t pe the name of the database specified when the Microsoft SQL Server database was created, such as PM"M!
IE 0hoose the /roup Server authentication method!
If 2ou choose 8DAP authentication0 additiona$ configuration steps are re3uired after 2ou comp$ete this procedure, Cor detai$s0 see L%onfiguring Group ServerN/imesheets for 8DAP AuthenticationM on page ;9,
::
I7 +f ou chose ?ative or L"*P authentication in step IE, choose the protocol to connect to the /roup Server! 0hoose Soc#et for direct communication between the client and the /roup Server! +f ou choose this option, continue with step IL! 0hoose =''P%S& for secure transmission of timesheet data using the =''P%S& protocol! +f ou choose this option, stop performing these steps and continue with ;+nstalling /roup Server to use =''P%S&< on page BI!
+f ou chose Single Sign On authentication in step IE, the installation procedure does not present the communication protocol selection dialog bo2 shown above! +nstead, the installation wizard assumes =''P protocol and modifies the 0hoose 4ser *uthentication Method dialog bo2 %step IE& to allow ou to choose a destination folder for the re>uired /roup Server servlet! *fter accepting the default location or specif ing a new location for the servlet, continue the installation procedure as documented in ;+nstalling /roup Server to use =''P%S&< on page BI, beginning with step 7 %page B7&!
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IL (hen ou choose Soc#et, t pe the name of the computer running the /roup Server! *ccept DCCE as the port number, or specif a port number greater than ICEL! 'his number is used with the +P address to create a (indows soc#et %(insoc#& connection between the 'imesheets client and the /roup Server! +f our organization uses a firewall, this port must be opened for +nternet use!
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IG $nter the 4,L for 1ava (eb Start!

8ou can change the 1*(S 4,L later b manuall editing the proper files! See ;0hanging the 1*(S 4,L< on page DG!
'o allow users to launch 'imesheets via 1ava (eb Start, ou have to enter the 4,L for the 1*(S (eb server! $nter the server +P address, and change the folders if necessar !
Apache U-8s are case-sensitive, In case of a mismatch0 instead of #eing processed #2 the server0 the G+8 content of the 6<8P fi$e is disp$a2ed in the #ro1ser,
IF 0lic# ?e2t to begin the installation!
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IJ 0lic# 'est on the 'est "atabase 0onnection String dialog bo2 to test the connection!
+f errors are reported, ou can modif the database connection string and clic# 'est to retr the connection! 4se the following format in the "atabase 0onnection String fieldIf 2ou receive the error LProvider not found0M insta$$ the 4rac$e Provider for 48) D 0 1hich can #e do1n$oaded from 4rac$es We# site,
+f connecting to OracleProviderROraOL$"M!Oracle)"ata SourceROracle Service ?ame, where the Oracle Service ?ame can be found in the '?S?*M$S!O,* file! +f connecting to Microsoft SQL ServerProviderRSQLOL$"M) "ata SourceRMachine?ame) +nitial 0atalogR"atabaseSchema?ame IB 0lic# ?e2t to continue! ID 0lic# :inish to close the Setup wizard! Setup is now complete! 8ou can run the /roup Server *dministrator to review or modif additional configuration settings, as described in the ne2t section!
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Insta$$ing Group Server to use .//PASB (hen installing the /roup Server, ou can use the =''PS protocol for secure transmission of timesheet data! 'he /roupServer!war file includes a 1E$$-compliant servlet that enables client communications to occur over the =''P protocol! 'his (eb archive file %(*,& must be installed on a 1ava application server, such as 'omcat! 8ou can install 'omcat from 0" E! 'he following figure illustrates the relationship between the components! +n this figure, the /roup Server and the 1ava application server can reside on the same or separate machines!
We# Server
Con?igure this connection to use secure communication5
/imesheets We# ro1ser Fersion
6ava App$ication Server Looks at 'roup"er er5war ?ile
Group Server
If the Group Server and 6ava app$ication server do not reside on the same machine0 2ou must edit the 1e#,xm$ fi$e, /he 1e#,xm$ fi$e is contained 1ithin the GroupServer,1ar fi$e, Cor more information0 see the .//PS-)AD+),/G/ fi$e0 $ocated in the DInsta$$DPrograms director2 of %D 1,
;"
/o use the .//P protoco$0 fo$$o1 these steps: I :ollow the steps to install the /roup Server as described earlier in this chapter %beginning on page JE& until ou reach step IE! E 0hoose =''P%S& as the protocol! 0lic# Mrowse to specif a destination folder for deplo ing the /roupServer!war file! M default, this file installs to our inetpub9wwwroot folder! =owever, ou should specif the location that our 1ava application server uses for storing (eb applications!
!ou ma2 need to expand the GroupServer,1ar fi$e manua$$2, -efer to the 6ava app$ication servers documentation for more information,
;&
7 Specif the 4,L for the /roup Server servlet, which depends on the 1ava application server being used and its configuration!
8ou can manuall change the 4,L after Setup b editing the erpsB2F!html file in the 9/roupServer9Language folder! :or more information, see the =''PS,$*"M$!'6' file in the 9+nstall9Programs director of 0" I!
:or normal transmission using the =''P protocol, enter http and the port number to which ou have configured our 1ava application server to service http re>uests! 4se the following format- Error! Hyperlink reference not valid. app server-port numberT./roupServer./roupServer! :or secure transmission using the =''PS protocol, enter https and the port number to which ou have configured our 1ava application server to service https re>uests!
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L +f ou plan to use the 'imesheets 1*(S version, enter the 4,L that will launch 'imesheets! *lso, specif the server name and port number 'imesheets will use to establish a soc#et connection with the /roup Server! M default, the port is DCCE!
If 2ou use a port num#er other than >??"0 2ou must edit the 1e#,xm$ fi$e0 as descri#ed in the .//PS-)AD+),/G/ fi$e0 $ocated in the DInsta$$DPrograms director2 of %D 1,
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G 0lic# ?e2t to begin the installation! F 0lic# 'est on the 'est "atabase 0onnection String dialog bo2 to test the connection!
+f errors are reported, ou can modif the database connection string and clic# 'est to retr the connection! 4se the following format in the "atabase 0onnection String field+f connecting to Oracle through O"M0ProviderROraOL$"M!Oracle)"ata SourceROracle Service ?ame, where the Oracle Service ?ame can be found in the '?S?*M$S!O,* file! +f connecting to Microsoft SQL ServerProviderRSQLOL$"M) "ata SourceRMachine?ame) +nitial 0atalogR"atabaseSchema?ame J 0lic# ?e2t to continue! B 0lic# :inish to close the Setup wizard!
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%onfiguring Group Authentication

ServerN/imesheets
for
8DAP
'o run /roup Server.'imesheets using L"*P authenticationSelect L"*P mode when ou install /roup Server Modif the 'imesheets website file erpsB6F!html
+odif2 the erps;G9,htm$ Ci$e 'he erpsB6F!html file is located in the language folder within the /roup Server install location! :or e2ample, for $nglish, the location is /roupServer.en.erpsB6F!html! +f /roup Server is installed to communicate with 'imesheets using a soc#et connection, modif erpsB6F!html to match the settings following settingsServer<ame and Server Port <um#er are specific to 2our insta$$ation,
var Server?ameR@ our/roupServer Server?ame@ %onl used if 'imesheets is communicating with /roup Server via soc#et& var ServerPort?umRDCCE %onl used if 'imesheets is communicating with /roup Server via soc#et& var "ebugLevelRC) var ProtocolR@soc#et@) var urlR @@) %optional - onl used if 'imesheets is communicating with /roup Server via servlet& var app' peR@atP7e@ var authModeR@L"*P@)
;:
+f /roup Server is installed to communicate with 'imesheets using =''P%S& protocol, modif erpsB6F!html to match the following settingsServer<ame and Server Port <um#er are specific to 2our insta$$ation,
var Server?ameR@ @ %unused - this is specified in theweb!2ml in the /roup Server servlet& var ServerPort?umRDCCE %for soc#et onl & var "ebugLevelRC) var ProtocolR@http@)
In the erps;G9,htm$ fi$e0 the entire var ur$ entr2 must appear on a sing$e $ine,
var urlR@http-.. ourServer?ame-JBC.groupserver.groupserver@) var app' peR@atP7e@ var authModeR@L"*P@)
;;
%onfiguring Group ServerN/imesheets for Sing$e Sign 4n Authentication

'o run /roup Server.'imesheets using Single Sign On authentication- Select Single Sign On mode when ou install /roup Server
0onfigure the (eb server plug-in ou are using to pro2 re>uests
Modif the 'imesheets (eb site file erpsB6F!html

/imesheets Sing$e Sign 4n authentication re3uires that the Group Server #e insta$$ed using .//P protoco$,
%onfigure the We# Server P$ug-In for Sing$e Sign 4n 'he procedure for configuring a (eb server plug-in to pro2 /roup Server re>uests depends on our application server.(eb server combination! :or specific instructions, refer to the documentation provided for our application server.(eb server! +odif2 the erps;G9,htm$ Ci$e *fter installation, modif the /roup Server erpsB2F!html file so that the 4,L for the /roup Server servlet contains the full >ualified (eb server name and the SiteMinder protected port! 'he erpsB6F!html file is located in the language folder within the /roup Server install location! :or e2ample, for $nglish, the location is /roupServer.en.erpsB6F!html! Modif the erpsB6F!html file as shown in the following settingsServer<ame and Server Port <um#er are specific to 2our insta$$ation, /he format of the Group Server serv$et U-8 depends on the server 2ou are using to host the Group Server serv$et, /he settings sho1n here are on$2 an examp$e,
;>
var Server?ameR@ @ %unused - this is specified in the web!2ml in the /roupServer servlet& var ServerPort?umRDCCE %for soc#et onl ) soc#et is not supported for Single Sign On& var ProtocolR@http@)
In the erps;G9,htm$ fi$e0 the entire var ur$ entr2 must appear on a sing$e $ine,
var urlR@http-.. ourfull >ualifieddomainname- ourSiteMinder protectedportnumber.groupserver.groupserver@) var app' peR@atP7e@ var authModeR@(ebSSO@) 'he 4,L line in the erpsB6F!html file identifies the (eb server.port number that is being protected b SiteMinder! +t is through this 4,L that the timesheet applet communicates with the /roupServer servlet! :or Single Sign On, all re>uests for this 4,L go through the SiteMinder agent that is running on the (eb server! +n the (eb server, ou must configure a virtual director to redirect re>uests received on the virtual director to the /roup Server servlet! SiteMinder F!C re>uires ourfull >ualifiediPlanetservername to be a full >ualified domain name that can be loo#ed up in a "?S!
>?
%onfiguring Group Server Settings

*s the s stem administrator, ou can view and modif additional administrative information using the /roup Server *dministrator! Start the Group Server Administrator :rom the server computer5s des#top, clic# Start, then choose Settings, 0ontrol Panel! "ouble-clic# the 'P/S *dministrator icon! Administer servers 'he *dministration tab displa s the current /roup Server to administer! +f multiple /roup Servers are installed, ou can choose which server to administer! 0lic# the Mrowse button in the Server field and navigate to the server ou want to add! :or securit purposes, Primavera S stems recommends placing all /roup Servers in the same domain or at a minimum, establishing trust relationships between them!
+f ou need to ta#e the server offline to perform s stem maintenance, clic# 'a#e Off-Line!
8ogin re3uests are denied 1hen the server is off$ine,
>1
'he 'a#e Off-Line Options dialog bo2 displa s the number of users currentl connected to the server! 0hoose whether to wait for the last user to e2it from 'imesheets before ta#ing the server offline automaticall , or specif a number of minutes to wait before the server is ta#en offline! (hen ou choose either option, no new users can start 'imesheets!
!ou can t2pe P/I+) in the #od2 of the message0 1hich 1i$$ automatica$$2 report the amount of time remaining #efore the server goes off$ine,
Mar# the Send Message to Logged in 4sers chec#bo2 and t pe a message! 8ou can specif how often to resend the message! Once the /roup Server is offline, all client connections are terminated and future connection re>uests are denied! -evie1 configuration settings for Group Server 'he Properties tab provides information about how the /roup Server is configured! /enerall , ou do not need to modif these settings! 8ou can clic# on each propert to displa a brief description at the bottom of the dialog bo2! 'o modif a setting, clic# the propert and t pe the new value in the Nalue column!
>"
:or an e2planation of each propert and its location in the s stem registr , see ;/roup Server 0onfiguration Settings< on page ICC!
Mar# the Show *dvanced Properties chec#bo2 to show additional properties that ou can change! 8ou should not change these properties casuall ) incorrect settings ma prevent the server or operating s stem from wor#ing properl !
!ou must first c$ose the /PGS Administrator0 then stop and restart the Group Server A/PGSB service for changes to ta=e effect,
>&
'he 4sers tab displa s the active user names! 0lic# ,efresh to refresh the list of users connected! 0lic# "isconnect 4ser%s& to immediatel disconnect the currentl selected user! 8ou can also send a message to one or more users, for e2ample, a notification before ou disconnect them! Select each user name in the 4sers area, then t pe a message in the Message field at the bottom of the screen! 0lic# Send Message!
>'
Setting up 6ava We# Start for /imesheets

1ava (eb Start %1*(S& provides a secure and platform-independent deplo ment of 'imesheets, using the 1ava ?etwor# Launching Protocol %1?LP& technolog ! 1*(S also ensures that users alwa s launch the most recent version of 'imesheets under the correct 1,$ version, even if there is more than one 1,$ version present!
'o learn how to run 'imesheets after 1*(S has been configured, refer to ;,unning 'imesheets (eb Mrowser Nersion and 1*(S Nersion< on page 7LE!
.o1 does 6AWS 1or=5 1*(S can launch a 1ava application stored on a server b presenting a lin# in an ='ML page to the user! (hen the user clic#s the lin# on the ='ML page, 1*(S detects whether the user has the correct 1,$ version installed and the most recent version of 'imesheets cached! +f not, 1*(S automaticall downloads the necessar files, then launches 'imesheets from the user5s machine! 'his allows the user to run the most recent version of 'imesheets without manual upgrade and forces the user to use the correct version of 1,$! M temporaril hiding and not overwriting other versions of the 1,$, 1*(S ensures that applications that need those 1,$ versions will still run!
6AWS a$$o1s 2ou to $aunch more than one instance of /imesheets at the same time, Previous$20 /imesheets did not a$$o1 mu$tip$e instances running at the same time,
%onfigure +icrosoft IIS (,x We# server to support 6<8P fi$es Ma#e sure the correct M+M$ t pe is set for 1?LP files! :rom the ++S services, select the "efault (eb Site! ,ight-clic# to choose Properties and clic# the =''P =eader tab! 0lic# the :ile ' pes on the bottom of the window and add the following new t pe if necessar !jnlp application.2-java-jnlp-file
>(
%onfigure Apache We# server to support 6<8P fi$es 'o ensure the (eb server recognizes the 1?LP files, add the following two lines to the http!conf file if necessar *dd' pe application.2-java-jnlp-file!jnlp *dd' pe application.2-java-archive-diff!jardiff
-emem#er that Apache U-8s are case-sensitive, In case of a mismatch0 instead of #eing processed #2 the server0 the G+8 content of the 6<8P fi$e is disp$a2ed in the #ro1ser,
%hanging the 6AWS U-8 +f ou change the original 1*(S 4,L %for e2ample, to move the 1*(S (eb site&, ou have to edit the 4,L manuall in the following four files
'imesheet!jnlp 'sres!jnlp 1h#ll!jnlp "ownload!html
>9
%hanging the re3uired 6-) version 'he 'imesheet!jnlp file defines the re>uired 1,$ for 1*(S when launching 'imesheets! 0urrentl , 1,$ version I!G!CPCI or I!G!CPCE is downloaded when ou install 'imesheets) however, 'imesheets can run on 1,$ version I!L!EPCJ or later! 'o change the 1,$ used b 'imesheets and 1*(S, open the 'imesheet!jnlp file and edit the UresourcesT section to include the desired 1,$!
If 2ou have a 6-) version ear$ier than 1,',"E?:0 the version that is automatica$$2 do1n$oaded is 1,(,?E?" and not 1,(,?E?1, If 2ou have 6-) version 1,',"E?: or $ater0 6-) 1,(,?E?1 is not do1n$oaded, Cor more information on running /imesheets using different 6-) versions0 refer to L-unning /imesheets We# ro1ser Fersion and 6AWS FersionM on page &'",
/rou#$eshooting :or Linu2 clients with ?etscape, if /enerate ,eport does not wor#, ma#e sure the installed path for ?etscape is in the P*'= environment variable! Modif the !bashrc file to include the path!
,emember that *pache 4,Ls are case sensitive, even if the user has a (indows client that does not differentiate! :or non-(indows clients, the server +P address has to be mapped to the server name in the host file! :or (indows clients, if the 4,L with the server name is not recognized % ou see the content of the 1?LP file&, use the server +P address in the 4,L or add an entr for the server in host file!
>:
%reating +u$tip$e Instances of Group Server

8ou can create multiple /roup Server instances in the 'P/S *dministrator! 'his enables ou to access several different databases from the same server machine! 8ou must have a uni>ue database for each new instance! Launching the 'P/S *dministrator starts the primar instance! 'o start a new instance, select it from the list!
Se$ect an instance0 then use these ta#s to vie1 propertiesN users for that instance,
%reate a ne1 instance 0lic# the ?ew +nstance button and specif its properties! ' pe an instance name, description, uni>ue port number, and our privileged administrative database user name and password!
!ou must specif2 a port num#er that differs from other ports used #2 the Group Server,
%hoose the data#ase driver t2pe,
>;
4se the following formats to specif the connection string:or OracleProviderROraOL$"M!Oracle)"ata SourceROracle Service ?ame :or Microsoft SQL ServerProviderRSQLOL$"M) "ata SourceRMachine?ame) +nitial 0atalogR"atabaseSchema?ame 8ou can define the Oracle Service ?ame using Oracle5s ?etB $as 0onfig tool, or ou can refer to our '?S?*M$S!O,* file located in 9OracleP=ome9?etwor#9*dmin! Once a new instance is created, it appears in the Services dialog bo2! 8ou can start or stop the instances from the Services dialog bo2! * new instance has a Manual startup propert %does not start automaticall after a reboot&!
>>
Set up the We# site for a ne1 instance 8ou must create a new (eb site folder for each new instance! Once a new instance is set up in the 'P/S *dministrator, ou must cop the /roup Server (eb site to enable clients to connect to the new instance! :or e2ample, cop the /roupServer (eb site folder to a new name, /roupServerE! +n the /roupServerE folder, edit the erpsB2F!html file to update the port number! :or e2ample, b default, the original /roup Server instance has a port number e>ual to DCCE! +n the erpsB2F!html file, change the ServerPort?um variable to match the port number of the newl created instance %DCC7&, as shown! .. HHH 0onfigurable variables! .. HHH Ma be changed b the s stem administrator! var Server?ameR@servername5 var ServerPort?umRDCC7 0lients can visit the original instance b visiting the inde2!html file in the /roupServer folder) clients can visit the newl created instance b visiting the inde2!html file in the /roupServerE folder!
1??
Group Server %onfiguration Settings

0onfiguration settings can be reviewed or modified using the Properties tab in the 'P/S *dministrator! Mar# the Show *dvanced Properties chec#bo2 to displa all properties! 'hese settings are stored in the ,egistr in the =3$89S stem90urrent0ontrolSet9Services9'P/S90onfiguration #e on the computer running the /roup Server!
4n$2 experienced administrators shou$d use the -egistr2 to modif2 configuration settings, In the ta#$es #e$o10 the Fa$ue co$umn $ists the recommended settings given heav2 $oad conditions A1??? users or moreB,
V/eneral #e valuesW Nalue ?ame

*llow ?egative *ctuals $dit Subordinate ,esources5 'imesheets $dit (or# Product and "ocument "etails $nable Performance 0ounters /reeting L"*P 0onnect 'imeout
Nalue
8.? 8.? 8.?
"escription
*llow negative actuals when calculated! ?o - "isallow! 8es *llow! *llow supervisor to modif subordinate resources5 timesheets! *llow editing of public document path in the (or# Product and "ocument "etails dialog bo2 in the timesheet client! Sets Performance Monitor counters based on 'P/S server activit ! 4se the (indows Performance Monitor utilit to view 'P/S performance counters! Sets the message that appears in the client when first connected to the 'P/S server
IG
'he ma2imum amount of time /roup Server will allow for a connection attempt to an L"*P data store to succeed! 'his is onl used if the /roup Server is configured for L"*P authentication! ,ecords transactions for tracing to the event log Ma2imum size of blobs %notes.memos& in b tes that will be sent automaticall in low bandwidth mode Largest client '0P+P re>uest that will be accepted b 'P/S server
Log 'ransactions Ma2imum *uto-:etch Size ECLB %b tes& Ma2imum ,e>uest Size
1?1
V/eneral #e valuesW Nalue ?ame

Port
Nalue
DCCE
"escription
Sets the '0P.+P port number used b the /roup Server to communicate with the 1ava client! 'his port must be opened to the +nternet, or ou can change this setting to specif another port that is open to the +nternet! 'he default value is DCCE! *mount of time the 'P/S service dela s before starting! 4se this setting if dependent services %such as a database server service& need time to start first! *mount of time in seconds a connection can remain idle before being logged off! 'he default value is FCC!
Startup (ait Period %seconds& 4ser +nactivit 'imeOut Period
FCC
V"atabase #e valuesW Nalue ?ame
Nalue
"escription
*mount of time to wait while establishing a connection before terminating the attempt and generating an error message *mount of time to wait while e2ecuting a command before terminating the attempt and generating an error message 'he number of records stored in memor at an given time :re>uenc with which the connection is chec#ed for stalled operations 'he *uto translate propert of the SQL Server O"M0 "river for a SQL Server 4nicode database! "efault number of database connections that the 'P/S server ma#es on startup :re>uenc of the 'P/S server for refreshing cached data from the database *mount of time to wait before retr ing to connect *"O connection string used to connect to the database! :or e2ample, if using Oracle, providerROraOL$"M!Oracle) "ata Source R pmdb!world! ' pe of database %Oracle, Microsoft SQL Server, or MS"$& that the 'P/S server uses for data
*"O 0onnection 'imeOut IG %seconds& *"O 0ommand 'imeOut %seconds& 7C
*"O ,ecordSet 0ache Size G *"O Stalled 0hec# Period 7C %seconds& *uto 'ranslate Mase 0onnections 0ache ,efresh +nterval %seconds& 0onnect ,etr Period %milliseconds& 0onnection String 8.? EG %defaultRIC& FC 7CCCC
"atabase ' pe
1?"
V"atabase #e valuesW Nalue ?ame

"M 0onnectivit 0hec#
Nalue
8.?
"escription
"etermines if database connectivit is tested periodicall ! and if connections are closed and restored upon database shutdown, restart! 4ser name with privileged access used to connect to the database! 'he default value is P,+N4S$,! Period that inactive licensed client connections are considered to be bad Logs invalid login attempts to the event log! 'he default value is ?o! Sets SQL tracing flags for tracing to the event log Ma2imum number of records in search results $ncr pted password of "M user account used to connect to the database Period between updating the s nc table in the database Mloc#s other re>uests while connecting to a database! 'he default value is 8es! ?umber of database connections that the 'P/S server can ma#e as demand warrants! 'hese settings determine how man connections the /roup Server has to the database! +f ou are getting an error where =,$S4L' R BCCLbCCE, this indicates the /roup Server cannot handle the load and needs more database connections to process all re>uests! * value of LCC is recommended if more than ICCC timesheet users are accessing the /roup Server, which will allow more connections so that 'P/S can handle a larger load! 0onsideration is also given to the Oracle Server machine! "etermines if verbose logging is enabled when sending error messages to the event log!
"M 4ser
P,+N4S$,
License +nactivit 'imeOut DCC %seconds& Log +nvalid Login *ttempts 8.? Log SQL C
Ma2 Search ,esult ,ecords ICC Password S nc Period %seconds& S nchronize *"O 0onnection 0reation 'emporar 0onnections FC 8.? IGC
Nerbose Logging
8.?
1?&
V'hreading #e valuesW Nalue ?ame

0aching 'hreads
Nalue
I
"escription
?umber of threads that will handle cached transaction processing! 'his is the minimum number of caching threads! 0ache threads in the /roup Server are responsible for processing data where the data can be cached! 'he /roup Server will create up to ;Ma2imum 'emporar threads per 0P4< caching threads as needed! ?umber of coalesced jobs that determine when the coalescing processor is considered bus ?umber of threads that will handle coalesced transaction processing! 'his is the minimum number of coalescing threads! 0oalescing threads in the /roup Server are responsible for processing jobs which can be coalesced! 0oalescing is the act of ta#ing li#e re>uests %e!g!, open, update timesheet& and coalescing them into a single SQL re>uest to satisf several clients concurrentl with one "M hit, thus greatl improving performance! 'he /roup Server will create up to ;Ma2imum 'emporar threads per 0P4< coalescing threads as needed! :re>uenc that coalesced re>uests are fulfilled :re>uenc at which database connections are chec#ed Period of inactivit for which attached database connections are assumed to be good :re>uenc that the license manager is chec#ed for concurrent users ?umber of threads that will handle soc#et connections from the client! 'his is the minimum number of threads which accept messages from the client via a soc#et connection and create jobs to be processed in the /roup Server! 'he /roup Server will create up to ;Ma2imum 'emporar threads per 0P4< message threads as needed! Ma2imum number of coalesced transactions that can be >ueued before the are processed Ma2imum number of threads that can be started b each processor! Ma2'emp'hreadsR0P4TISMa2'emp'hreadsQ%Ma2'emp'hread sHL.0P4
0oalescing 1obs Mus 'hreshold 0oalescing 'hreads
GC I
0oalescing 'imeout %milliseconds& 0onnection 0hec# Period %seconds& 0onnection 'imeOut Period %seconds& License Manager +nterval %seconds&
JGC FC 7CC
IEC
Message 'hreads Per 0P4 7 %defaultRI&
Ma2imum 0oalescing Size EC Ma2imum 'emporar 'hreads Per 0P4 %SMP& IG
1?'
V'hreading #e valuesW Nalue ?ame

'hread +nactivit 'imeOut Period %seconds& 'ransaction 'hreads
Nalue
IBC I
"escription
Period of inactivit before a temporar thread is shut down ?umber of threads that will handle transaction processing! 'his is the minimum number of threads which create transactions in the /roup Server! 'ransactions created are either 0aching, 0oalescing, or 4pdate! 'he /roup Server will create up to ;Ma2imum 'emporar threads per 0P4< transaction threads as needed! ?umber of threads that will handle update transaction processing! 'his is the minimum number of 4pdate threads! 4pdate threads in the /roup Server are responsible for updating data! 'he /roup Server will create up to ;Ma2imum 'emporar threads per 0P4< update threads as needed! :re>uenc that the 'P/S server chec#s for connection problems
4pdate 'hreads
(atch "og Period %seconds&
IEC
VSecurit #e sW 3e s
*ccept :ilters ,eject :ilters
Nalue
:ilter XI, H!H!H!H :ilter XI, H!H!H!EGG
"escription
'0P.+P client addresses that will be accepted '0P.+P client addresses that will be rejected
V+nstall #e valuesW Nalue ?ame

='ML Path
Nalue
c-9inetpub9wwwroot9/roupServer
"escription
Path to the ='ML files
Insta$$ing m2Primavera
1?(
'his chapter describes how to install m PriIn this chapter
Upgrading to m2Primavera (,? Uninsta$$ing Previous Fersions Insta$$ing the m2Primavera App$ication Server m2Primavera Insta$$ation Process Starting the m2Primavera Server Stopping the m2Primavera Server Accessing m2Primavera %$ient ro1sers %hanging Settings Data#ase from
mavera G!C on a (indows, Solaris, *+6, or =P-46 server! +n addition, this chapter e2plains how to use the m Primavera *dministration *pplication to review, modif , add, and delete m Primavera *pplication Server configurations!
%onfiguration
Using the m2Primavera Administration App$ication Starting the m2Primavera Administration App$ication -evie1ing and +odif2ing m2Primavera %onfigurations m2Primavera %onfiguration Settings Imp$ementing P$ug-Ins App$ication Server
1?9
Upgrading to m2Primavera (,?

:or information on upgrading a database for compatibilit , see ;*utomatic "atabase 4pgrade< on page 7LG!
Mefore upgrading to m Primavera G!C, ou should upgrade the project management and.or methodolog management database for compatibilit with version G!C and install the Project Management and.or Methodolog Management client modules!
Cor further detai$s0 see LAutomatic Data#ase UpgradeM on page &'( and LInsta$$ing %$ient +odu$es and Additiona$ %omponentsM on page "?>, Prior to version ',10 m2Primavera 1as ca$$ed Primavision,
Cor the fu$$ $ist of m2Primavera tested configurations0 refer to the testedc?g5pd? fi$e in the DDocumentationD/echnica$ DocumentationD/ested %onfigurations fo$der on the Primavera Documentation %D,
/o upgrade from Primavision &,xN',? or m2Primavera ',1 to m2Primavera (,?
4ninstall the current version of m Primavera.Primavision! 'omcat G!C!EB %for (indows and Solaris& is included on 0" E! :or a list of supported application servers, see ;0lient and Server ,e>uirements< on page IG!
+nstall one of the supported application servers!
+nstall m Primavera G!C! +nstall or upgrade the m Primavera collaboration server %see the ;0ollaboration Setup< on page IGI&!
1?:
Uninsta$$ing Previous Fersions

8ou must uninstall an previous versions of m Primavera %#nown as Primavision prior to version L!I& before upgrading to version G!C! /o uninsta$$ Primavision ',?Nm2Primavera ',1 from a /omcat ',1 Server On (indows, from the Start menu, choose Programs, Uapp nameT, 4ninstall Uapp nameT! On Solaris, change to the webapps director under the 'omcat install director and run the uninstalltc!sh script! /o uninsta$$ Primavision &,(x or ',?Nm2Primavera ',1 from a We#8ogic :,?,1 or ;,1,1 Server I On (indows, from the Start menu, choose Programs, Uapp nameT, 4ninstall Uapp nameT! On Solaris, run the uninstall!sh script in the UM$*P=OM$T9userPprojects9UdomainT director ! E Launch the (ebLogic *dmin 0onsole and delete the ;phoeni2< application %for vL!C and earlier& or ;m Primavera< application %for vL!I and later& from the (eb *pplication modules! 'he phoeni2wl!war or m primavera!war file must be deleted manuall ! /o uninsta$$ Primavision ',?Nm2Primavera ',1 from a We#Sphere (,?," Server I On (indows, from the Start menu, choose Programs, Uapp nameT, 4ninstall Uapp nameT! On Solaris, change to the installable*pps. Uapp nameT director under the (ebSphere install director and run the uninstallws!sh script! E Launch the (ebSphere *pplication 0onsole and remove the current Primavision.m Primavera deplo ment!
If 2ou 1i$$ use the same Bp ChomeD or BmyPrima eraChomeD director2 for the ne1 dep$o2ment0 the existing phoenixwl5war Afor Primavision ',? and ear$ierB or myprima era5war Afor m2Primavera ',1 and $aterB fi$e must #e de$eted from the Bp ChomeD or BmyPrima eraChomeD director2,
1?;
Uninsta$$ing We#8ogic Server 9,1

+f ou are running Primavision 7!2 on (ebLogic Server F!I or $valuation version, ou must uninstall it before upgrading to the (ebLogic B!I!L $2press or $nterprise version! /o uninsta$$ We#8ogic Server 9,1 or )va$uation version On (indows, choose Start, Programs, M$* (ebLogic $-Musiness Platform, (ebLogic Server F!I, 4ninstall (ebLogic Server F!I!
On Solaris, change to the uninstaller director under the (ebLogic install director and run the uninstall!sh script!
1?>
Insta$$ing the m2Primavera App$ication Server

Cor detai$s a#out insta$$ation and dep$o2ment on supported app$ication servers0 see the appropriate fi$e in the Ddocs director2 of %D ",
m Primavera G!C includes 'omcat server version G!C!EB! 'he files for (indows and Solaris are located in the 9'omcat-G!C!EB folder on 0" E! 'his version of 'omcat re>uires 1"3 I!L!CEPCG! 'he 1"3 is not provided b Primavera! 'o download the 1"3, go to http-..java!sun!com.products.archive!
Cor the fu$$ $ist of m2Primavera tested configurations0 refer to the testedc?g5pd? fi$e in the DDocumentationD/echnica$ DocumentationD/ested %onfigurations fo$der on the Primavera Documentation %D,
m Primavera also supports several other application servers! :or a complete list of supported application servers, see ;0lient and Server ,e>uirements< on page IG!
4n Windo1s0 it is recommended that 2ou insta$$ the app$ication server to a fo$der 1ith a short name,
/o insta$$ /omcat (,?,"; On (indows, launch the 'omcat installer %ja#arta-tomcat-G!C!EB!e2e& located in the 9'omcat-G!C!EB folder on 0" E!
On Solaris, cop , unzip, and launch the 'omcat installer %ja#artatomcat-G!C!EB!zip& file in the 9'omcat-G!C!EB folder on 0" E! *n installation wizard will guide ou through the 'omcat installation!
11?
m2Primavera Insta$$ation Process

:or information on installing the project management database, see ;"atabase +nstallation and 0onfiguration< on page EI! :or information on upgrading a database for compatibilit , see ;*utomatic "atabase 4pgrade< on page 7LG!
Mefore installing m Primavera G!C, ou need to install the project management database and the version G!C Project Management client module! Mefore upgrading to m Primavera G!C, ou should upgrade the project management and.or methodolog management database for compatibilit with version G!C and install the updated Project Management and.or Methodolog Management client modules!
Cor instructions on insta$$ing the Pro*ect +anagement modu$e0 see LInsta$$ing %$ient +odu$es and Additiona$ %omponentsM on page "?>,
'he m Primavera G!C installer provides a wizard to guide ou through the installation process, which includes
+dentif ing the application server used for m Primavera
+nstalling m Primavera and *dministration *pplication files Setting up and configuring the m Primavera database
If 2ou are using /omcat (,?,"; as 2our app$ication server0 2ou must insta$$ the Sun 6DO 1,',"E?( prior to insta$$ing m2Primavera,
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/o insta$$ m2Primavera I Launch the installer from the root folder of 0" E:or the (indows platform, double-clic# @SetupMain(in!e2e@! :or the Solaris platform, double-clic# @SetupMainSol!bin@! :or the *+6 platform, double-clic# @setupai2@! :or the =P-46 platform, double-clic# @setup=PII!bin@!
E *ccept the license agreement!
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7 0hoose the application server ou are using for m Primavera and t pe or browse to the location for the m Primavera =ome folder! 0lic# 8es to create the director , if necessar !
:or a complete list of supported application servers, refer to the @testedcfg!pdf@ file located in the 9"ocumentation9'echnical "ocumentation9'ested 0onfigurations folder of the Primavera "ocumentation 0"! When 2ou choose the LA$$ other supported app$ication serversM option0 setup copies the myprima era,war fi$e to the m2Primavera .ome fo$der, !ou must then use the app$ication servers dep$o2ment too$s to dep$o2 the m2Primavera WA- fi$e,
+f ou choose the ;*ll other supported application servers< option, s#ip Step L and proceed with step G!
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L +f installing m Primavera on 'omcat, browse to or t pe the path of the 'omcat G!C!EB installation and 1"3 I!L!EPCG!
m2Primavera supports SS8 imp$ementation for /omcat, Cor information on configuring SS80 refer to the /omcat server documentation,
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G 0lic# ?e2t to start the installation!
F Specif the database t pe %Oracle or Microsoft SQL Server.MS"$&!
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J Specif the database connection parameters! ' pe our database user name and password, the database name, host address, and host port! 'he database name, host address, and host port are specific to our Oracle or MS SQL Server installation! "atabase =ost Port displa s the default port for the database t pe ou selected! 8ou can edit this port! 'he Public /roup +" must be I for a standard configuration!
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:or more information about configurations, see ;4sing the m Primavera *dministration *pplication< on page IE7!
B +f there is an e2isting Primavera configuration, ou can choose whether ou want to use it, or create a new configuration!
If 2ou are upgrading from a previous version of PrimavisionN m2Primavera against the same data#ase0 choose the option to create a ne1 configuration, /his is necessar2 to accommodate ne1$2 added configuration settings,
+f there is no e2isting m Primavera configuration, the previous screen does not appear and the installation process automaticall creates a default configuration named Primavera 0onfiguration! 8ou can edit the settings for this configuration through the m Primavera *dministration *pplication!
:or more information, see ;0hanging "atabase 0onfiguration Settings< on page IEI! After insta$$ation0 2ou can use the Data#ase %onfiguration Setup 1i@ard to choose a different configuration0 if necessar2
D (hen the message displa s to confirm that the database configuration has completed successfull , clic# O3! 'hen, clic# :inish to close the Setup wizard!
:or information about installing the 1ob Service, see ;+nstalling the 1ob Service and "istributed 1ob Service< on page EE7! /he schedu$e0 app$2 actua$s0 and summari@e functions of m2Primavera re3uire 2ou to insta$$ the 6o# Service,
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Starting the m2Primavera Server

Starting the m2Primavera Server on /omcat
'he following procedures assume ou have installed m Primavera into 'omcat G!C!EB and completed the additional installation steps outlined in the file tomcatGC!t2t, which is located in the 9docs folder on 0" E!
On (indows, from the Start menu, choose Programs, m Primavera, Start m Primavera Server! On Solaris, from the Um PrimaveraPhomeT director specified during m Primavera setup, run the startPhoeni2tc!sh script!
Starting the m2Primavera Server on We#8ogic )xpress ;,1,'

'he following procedures assume ou have installed m Primavera into (ebLogic $2press B!I!L and completed the additional installation steps outlined in the file weblogicBIL!t2t, which is located in the 9docs folder on 0" E! If m2Primavera is insta$$ed as an app$ication On (indows, from the Start menu, navigate to the M$* (ebLogic submenu, then choose 4ser Projects, UdomainT, Start Server! (hen prompted for a username and password in the (ebLogic console window, t pe in the admin username and password ou specified when creating the domain!
On Solaris, change to the UbeaPhomeT.userPprojects.UdomainT director and run the start(ebLogic!sh script! (hen prompted for a username and password in the (ebLogic console window, t pe in the admin username and password ou specified when creating the domain!
If m2Primavera is insta$$ed as an app$ication0 and the We#8ogic precompi$e option has #een turned on0 the We#8ogic conso$e disp$a2s LServer started in -U<<I<G modeM 1hen precompi$ing has comp$eted, Cor information a#out turning on precompi$ation0 see 2our We#8ogic Server documentation,
If m2Primavera is insta$$ed as a Windo1s Service Open the Services applet! Locate the m Primavera entr , then rightclic# and choose Start!
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Starting the m2Primavera Server on We#8ogic )nterprise ;,1,'

'he following procedures assume ou have installed m Primavera into (ebLogic $nterprise B!I!L and completed the additional installation steps outlined in the file weblogicBIL!t2t, which is located in the 9docs folder on 0" E!
On (indows, from the Start menu, navigate to the M$* (ebLogic submenu, then choose 4ser Projects, UdomainT, Start Server! On Solaris and =P-46, change to the UbeaPhomeT.userPprojects. UdomainT director and run the start(ebLogic!sh script!
If m2Primavera is insta$$ed as an app$ication0 and the We#8ogic precompi$e option has #een turned on0 the We#8ogic conso$e disp$a2s LServer started in -U<<I<G modeM 1hen precompi$ing has comp$eted, Cor information a#out turning on precompi$ation0 see 2our We#8ogic Server documentation,
Starting the m2Primavera Server on We#Sphere Advanced Server v(,1,1 or v9,?

'he following procedures assume ou have installed m Primavera into (ebSphere *dvanced Server vG!I!I or vF!C and completed the additional installation steps outlined in the file websphereGII!t2t or websphereFC!t2t, which is located in the 9docs folder on 0" E!
On (indows, Linu2, and *+6, from the (ebSphere administrative console, start the m Primavera module! m Primavera is the default module name assigned during installation!
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Stopping the m2Primavera Server

Stopping the m2Primavera Server on /omcat
On (indows, from the Start menu, choose Programs, m Primavera, Stop m Primavera Server! On Solaris, from the Um PrimaveraPhomeT director specified during m Primavera setup, run the stopPhoeni2tc!sh script!
Stopping the m2Primavera Server on We#8ogic )xpress ;,1,'

If m2Primavera is insta$$ed as an app$ication On (indows and Solaris, in the (ebLogic terminal console, press 0trlQc!
Stopping the m2Primavera Server on We#8ogic )nterprise Server ;,1,'
On (indows, Solaris, and =P-46, in the (ebLogic terminal console, press 0trlQc!
Stopping the m2Primavera Server on We#Sphere Advanced Server v(,1,1 or v9,?
On (indows, Linu2, and *+6, from the (ebSphere administrative console, stop the m Primavera module! m Primavera is the default module name assigned during installation!
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Accessing m2Primavera from %$ient ro1sers

/o se$ect the m2Primavera authentication mode0 use the Authentication %onfiguration 1i@ard A8DAP%fgWi@,exe0 $ocated in the Dinsta$$D data#aseD$dap-config fo$der on %D 1B, A$so0 specif2 the m2Primavera configuration settings re3uired for authentication, Cor detai$s on the %onfiguration 1i@ard0 see L%onfiguring Authentication +odesM on page ":1, Cor information a#out configuration settings for m2Primavera authentication0 see L%onfigure m2Primavera AuthenticationM on page 1&",
4sers can access m Primavera from client browsers using the following 4,L structure, depending on the application server platform! 4n a We#8ogic )xpress or )nterprise ;,1,' app$ication server http-..server+P-listenport.0onte2t,oot.loginPcmt $2ample- http-..IDE!IFB!C!I-JCCI.m primavera.loginPcmt 'he default listenport for new (ebLogic domains is JCCI! 'he default conte2t root is m primavera! 4n a We#Sphere app$ication server http-..server+P-listenport.0onte2t,oot.loginPcmt $2amplehttp-..IDE!IFB!C!I-DCBC.m primavera.loginPcmt 'he default listenport is DCBC! 'he default conte2t root is m primavera! 4n a /omcat app$ication server http-..server+P-listenport.0onte2t,oot.loginPcmt $2amplehttp-..IDE!IFB!C!I-BCBC.m primavera.loginPcmt 'he default listenport is BCBC! 'he default conte2t root is m primavera!
/he context root is configura#$e on a$$ supported app$ication servers, Cor information a#out context root configuration0 refer to 2our app$ication server documentation, A$so0 U-8s ma2 #e case-sensitive0 depending on 2our app$ication server configuration,
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%hanging Data#ase %onfiguration Settings

'he "atabase 0onfiguration wizard enables ou to change the database connection settings ou specified during m Primavera installation! 'he database ou select during installation stores one or more Primavera configurations, each one specif ing a set of configurable parameters that determine how m Primavera operates! "uring installation, ou select an e2isting Primavera configuration or create a new one! Later, ou can use the "atabase 0onfiguration wizard to select a different Primavera configuration or create a new one!
After se$ecting a different Primavera (,? configuration or creating a ne1 configuration0 2ou must stop and restart the m2Primavera app$ication server for the changes to ta=e effect,
Starting the Data#ase %onfiguration 1i@ard on /omcat On (indows, from the Start menu, choose Programs, m Primavera, "atabase 0onfiguration Setup!
On Solaris, change to the Um PrimaveraPhomeT director specified during m Primavera setup and run the dbconfigpv!sh script!
Starting the Data#ase %onfiguration 1i@ard on We#8ogic )xpress ;,1,' On (indows, run dbconfigpv!cmd %located in the Um PrimaveraPhomeT director specified during m Primavera setup&, or choose Start, Programs, m Primavera, "atabase 0onfiguration Setup!
On Solaris, change to the Um PrimaveraPhomeT director specified during m Primavera setup and run the dbconfigpv!sh script!
Starting the Data#ase %onfiguration 1i@ard on We#8ogic )nterprise ;,1,'
On (indows, run dbconfigpv!cmd %located in the m PrimaveraPhomeT director specified during m Primavera setup&, or choose Start, Programs, m Primavera, "atabase 0onfiguration Setup! On Solaris and =P-46, change to the Um PrimaveraPhomeT director specified during m Primavera setup and run dbconfigpv!sh!
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Starting the Data#ase %onfiguration 1i@ard on We#Sphere On (indows, run dbconfigpv!cmd %located in the Um PrimaveraPhomeT director specified during m Primavera setup&, or choose Start, Programs, m Primavera, "atabase 0onfiguration Setup!
On Linu2 and +MM *+6, change to the Um PrimaveraPhomeT director under the (ebSphere install director and run dbconfigpv!sh!
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Using the m2Primavera Administration App$ication

*s the s stem administrator, ou can use the m Primavera *dministration *pplication to review, modif , add, and delete Primavera configurations! Primavera configurations are stored in the m Primavera database specified during installation! 'hese configurations contain all of the settings used to run the m Primavera *pplication Server!
4n$2 experienced administrators shou$d use the m2Primavera Administration App$ication to modif2 configuration settings,
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Starting the m2Primavera Administration App$ication

8ou can run the m Primavera *dministration *pplication locall or remotel through a browser! *fter launching the *dministration *pplication, ou will be prompted for a database level username and password! 'he default PM"M database-level user name and password are ;pubuser!< Starting the Administration App$ication on /omcat On (indows, to launch the *dministration *pplication locall , from the Start menu, choose Programs, m Primavera, *dministration *pplication!
On Solaris, to launch the *dministration *pplication locall , change to the Um PrimaveraPhomeT director specified during m Primavera setup and run the adminpv!sh script! 'o launch the *dministration *pplication remotel , launch a browser and navigate to http-..server +P-listenport.0onte2t,oot.admin!jsp, where server+P-listenport is the +P address and listen port for the m Primavera server! 'he default conte2t root is m primavera!
/he m2Primavera insta$$ation sets the defau$t U-8s for remote access to the Administration App$ication, !ou can use the app$ication servers configuration uti$it2 to change the $isten port num#er and context root,
Starting the Administration App$ication on We#8ogic )xpress ;,1,' On (indows, run adminpv!cmd %located in the Um PrimaveraPhomeT director specified during m Primavera setup&, or choose Start, Programs, m Primavera, *dministration *pplication!
On Solaris, to launch the *dministration *pplication locall , change to the Um PrimaveraPhomeT director ou specified during m Primavera setup, then run the adminpv!sh script! 'o launch the *dministration *pplication remotel , launch a browser and navigate to http-..server +P-listenport.0onte2t,oot.admin!jsp, where server+P-listenport is the +P address and listen port for the m Primavera server! 'he default conte2t root is m primavera!
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Starting the Administration App$ication on We#8ogic )nterprise ;,1,'
On (indows, run adminpv!cmd %located in the Um PrimaveraPhomeT director specified during m Primavera setup&, or choose Start, Programs, m Primavera, *dministration *pplication! On Solaris and =P-46, to launch the *dministration *pplication locall , change to the Um PrimaveraPhomeT director ou specified during m Primavera setup, then run the adminpv!sh script! 'o launch the *dministration *pplication remotel , launch a browser and navigate to http-..server +P-listenport.0onte2t,oot.admin!jsp, where server+P-listenport is the +P address and listen port for the m Primavera server! 'he default conte2t root is m primavera!
Starting the Administration App$ication on We#Sphere On (indows, run adminpv!cmd %located in the Um PrimaveraPhomeT director specified during m Primavera setup&, or choose Start, Programs, m Primavera, *dministration *pplication!
On Linu2 and +MM *+6, to launch the *dministration *pplication locall , change to the Um PrimaveraPhomeT director under the (ebSphere install director and run the adminpv!sh script! 'o launch the *dministration *pplication remotel , launch a browser and navigate to http-..server +P-listenport.0onte2t,oot.admin!jsp, where server+P-listenport is the +P address and listen port for the m Primavera server! 'he default conte2t root is m primavera!
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-evie1ing and +odif2ing m2Primavera %onfigurations

'he m Primavera *dministration *pplication presents configuration settings in a tabbed dialog bo2! 'ree view and 'able view displa the current configurations and settings! Log displa s a histor of configuration changes, additions, or deletions!
!ou cannot edit the Cactor2 Defau$t configuration settings, !ou can on$2 modif2 custom configurations,
'o displa brief setting descriptions in 'ree or 'able view, mar# the Show tool tips chec#bo2! 'hen, position the mouse over a setting to read the popup description!
%onfigurations high$ighted in red are out of date, Primavera recommends that 2ou de$ete these configurations,
%$ic= to disp$a2 a hierarchica$ vie1 of the configuration data,
/o change a setting va$ue0 trip$e-c$ic= on the setting name0 then t2pe a ne1 va$ue, 4n Windo1s0 2ou can a$so press C" to change to )dit mode,
/o return a setting to its defau$t va$ue0 se$ect it0 then right-c$ic= and choose -evert to defau$t va$ue,
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%$ic= to disp$a2 configuration settings in a ta#$e format,
/o change a setting va$ue0 se$ect the setting0 c$ic= in the Fa$ue co$umn0 then t2pe a ne1 va$ue,
/o sort the ta#$e0 c$ic= a co$umn heading, Sorting can he$p 2ou distinguish simi$ar settings contained in mu$tip$e configurations,
Add m2Primavera configurations 'o create a new configuration, ou can duplicate an e2isting configuration!
'o duplicate a configuration, select the configuration name in 'ree Niew, then right-clic# and choose "uplicate! $nter a name for the configuration, then clic# O3! $dit the settings as needed! 'o create a new configuration based on factor default settings, rightclic# on :actor "efaults in 'ree Niew and choose "uplicate!
Add data#ase instances to a configuration 'o add a new database instance to a m Primavera configuration, ou can duplicate an e2isting instance!
'o duplicate a database instance, select the icon representing the instance, then right-clic# and choose "uplicate! $nter a uni>ue name for the new instance and edit other settings as needed!
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De$ete m2Primavera configurations and data#ase instances 'o delete a configuration or database instance, select it, then right-clic# and choose "elete! 8ou cannot delete the :actor "efaults configuration! 8ou can delete an custom configuration, but not all of them! 'here must alwa s be at least one custom configuration! 8ou can delete an database instance associated with a configuration, but not all of them! $ach configuration must have at least one database instance!
!ou are not prohi#ited from de$eting the data#ase that 1as specified during the data#ase configuration, If 2ou do so0 2ou 1i$$ need to run the Data#ase %onfiguration 1i@ard again Asee L%hanging Data#ase %onfiguration SettingsM on page 1"1B,
%onfigure m2Primavera to access Primavera )xpedition information 'o access Primavera $2pedition information in m Primavera, the default 1,$ plug-in must be set to version I!L!EPCJ! 'o do this, launch the *dministration *pplication! +n the 'ree Niew, underneath the Primavera 0onfiguration ou created, navigate to the *pplication folder! 0hange the default value for the 1avaPlugin4,LP+$ setting to!!.applets.jre.jEre-IPLPEPCJ-windows-iGBF-p!e2eXNersionRI,L,E,CJ 0hange the default value for the 1avaPluginNersion+"P+$ setting to0*:$$:*0-CCIL-CCCE-CCCJ-*M0"$::$"0M*
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/o change the defau$t va$ues for the 6avaP$uginU-8EI) and 6avaP$uginFersionEID settings0 trip$e-c$ic= the setting name0 then t2pe a ne1 va$ue,
4nce these settings are modified0 users 1i$$ #e prompted to do1n$oad 6-) version 1,',"E?: the next time the2 access an app$et in m2Primavera,
%onfigure m2Primavera to run the Pro*ect Architect *o# service 'o run the Project *rchitect job service in m Primavera, the m Primavera database instance must be connected to the appropriate methodolog management database! 'o do this, launch the *dministration *pplication! +n the 'ree Niew, underneath the Primavera 0onfiguration ou created, navigate to the following location- "atabase.+nstance. Methodolog Management!
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+a=e sure the 6o# Service points to the pro*ect management data#ase instance sho1n in 2our m2Primavera data#ase configuration, +odif2 the U-8 to point to the desired methodo$og2 management data#ase,
+odif2 the D A$ias so that it exact$2 matches the D A$ias of the 6o# Service 2ou 1ant to use, If 2ou specif2 a D A$ias that does not exist on the 6o# Service machine0 2ou must create the ne1 D A$ias on the 6o# Service machine,
+n the Methodolog Management folder, modif the 4,L so that it points to the desired MM"M! :inall , if ou want to use an e2isting "M *lias, modif the alias to match the "M *lias of the 1ob Service!
/hese instructions assume 2ou have a$read2 insta$$ed the 6o# Service, :or information on installing and configuring the job service, refer to ;+nstalling the 1ob Service and "istributed 1ob Service< on page EE7 !
%reating a ne1 D A$ias 8ou ma want to create a new "M *lias to connect the 1ob Service to a methodolog management database! On the machine in which the 1ob Service was installed, browse to the following locationc-9Program :iles90ommon :iles9Morland Shared9"M$2press! Open the "M60O??$0'+O?S!+?+ file! *dd a new "M *lias that points to the methodolog management database ou specified in the m Primavera database configuration %the ;4,L< in the previous figure&! Ma#e sure the new alias name is e2actl the same as the Methodolog Management alias name! :or e2ample-
Insta$$ing m2Primavera VMM"MW "river?ameRSQLServer MlobSizeR-I =ost?ameRjobservicePmachinePname "ataMaseRMM"MPnew 4serP?ameR PasswordR ,owsetSizeRIEB
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/o ensure that the ne1 a$ias is accurate0 Primavera recommends that 2ou cop2 the data for one of the existing methodo$og2 management data#ases and paste it at the end of the fi$e0 then modif2 the data,
+anage access to mu$tip$e data#ase instances m Primavera enables ou to access data from different project management databases! (hen ou configure m Primavera to support multiple database instances, the Login page displa s a "atabase drop-down list that enables users to choose the database instance the want to connect to! 'hrough the *dministration *pplication, ou can configure the m Primavera server to manage user access to specific databases b re>uiring a database parameter in the 4,L! 'he database parameter, which is the name of a database instance, is appended to the m Primavera server 4,L and points to that specific database instance! (hen users access the 4,L ou specif , the "atabase drop-down list does not displa in the Login page and the have login access onl to the database instance defined b the database parameter! +f users attempt to access the login page 4,L without specif ing the re>uired database parameter, a message displa s to indicate that the 4,L is invalid and directs them to the m Primavera administrator! :or e2ample, the following 4,L would log a user into the database instance named Sample! http-..server+P-listenport.loginPcmtSdbRSample *s the administrator, ou can specif a #e word that b passes the database parameter re>uirement, so that ou can access all databases through the Login page database drop-down list!
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/o re3uire a m2Primavera U-8 data#ase parameter I Launch the *dministration *pplication! E 4nder the configuration ou want to modif , specif a value for the setting *pplication!"M"ropdown3e word! Specif ing a value adds the database parameter re>uirement to the server 4,L! 4se the value ou specif as the #e word to b pass the database re>uirement when logging in to the m Primavera server! :or e2ample, http-..server+P-listenport.loginPcmtSdbRb pass
:or more information, see "atabase!+nstance!"river and "atabase!+nstance!4,L in ;m Primavera 0onfiguration Settings< on page I7L!
Data#ase driver configurations 'he following table lists the database drivers m Primavera supports for each application server. database configuration! 4se the "atabase!+nstance!"river configuration setting to specif the database driver ou are using! *pplication Server
(ebLogic (ebLogic (ebSphere (ebSphere 'omcat 'omcat
"atabase ' pe
Oracle SQL Server Oracle SQL Server Oracle SQL Server
"atabase "river "efault

Oracle 'hin 0lient ?et"irect Oracle 'hin 0lient ?et"irect Oracle 'hin 0lient ?et"irect 8 8 8 8 8 8
%onfigure m2Primavera Authentication m Primavera uses up to si2 configuration settings to support authentication!

*uthentication!Mode *uthentication!(ebSSO!4ser?ame=eader3e *uthentication!(ebSSO!0onte2tPathOverride *uthentication!(ebSSO!ServerandPortOverride *uthentication!L"*P!SSL0ertificateStore *uthentication!L"*P!SSLStorePassword

/he Authentication,+ode settings must match the mode se$ected for Group Server,
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Mecause one m Primavera server instance ma control more than one database, in addition to specif ing an authentication mode through the L"*P 0onfiguration wizard, ou use the new *uthentication!Mode configuration setting to specif the overall mode ou want to use for the m Primavera server! +f using Single Sign On, ou will also need to modif three additional configuration settings re>uired for the polic server! :or L"*P authentication with secure communication %SSL& between m Primavera and the L"*P server, two additional configuration settings are re>uired! :or more information about each of these settings, refer to the *uthentication Settings subsection in the ne2t section, ;m Primavera 0onfiguration Settings<!
A m2Primavera configuration might inc$ude data#ase instances that are not set to the same authentication mode as the m2Primavera server, If a user connects and re3uests a data#ase that is set to a different authentication mode than the m2Primavera server0 an error message disp$a2s, /he user must se$ect a data#ase that matches the authentication mode set for the m2Primavera server,
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m2Primavera %onfiguration Settings

8ou can review and modif configuration settings in the m Primavera *dministration *pplication 'ree Niew or 'able Niew! 0onfiguration settings are stored in the m Primavera database specified during installation!
4n$2 experienced administrators shou$d use the m2Primavera Administration App$ication to modif2 configuration settings,
VLocalization settingsW Setting ?ame and "escription

Localization!S stemLanguage Language for server string constants Localization!S stem0ountr 0ountr for server string constants
"efault
en 4S
Nalid ,anges.Nalues
O O
V"atabase SettingsW Setting ?ame and "escription "efault Nalid ,anges.Nalues

ELCCCC-L7ECCCCC
"atabase!0onnectionPool,esize,ate ELCCCC 'he timeout period, in milliseconds, after which the s stem will adjust the number of database connections to be e>ual to the ma2imum number of database connections concurrentl used during the last period! "atabase!Maintenance:re>uenc 'he run fre>uenc , in milliseconds, of the maintenance that ensures leases have not e2ceeded the ma2imum duration! FCCCC
ICCCC-7FCCCCC
"atabase!Ma2Lease"uration IECCCC 'he ma2imum amount of time, in milliseconds, a database connection can be leased before it is revo#ed! FCCCCC "atabase!Long,unningMa2Lease"uration 'he ma2imum amount of time a database connection can be leased before it is revo#ed!
GCCC-ILLCCCCC
GCCC-EIFCCCCC
1&(

GCCC-JECCCCC
"atabase!Lease,e>uest(ait'imeout 7CCCC 'he amount of time, in milliseconds, a re>uest for a database connection will wait! "atabase!+nstance!?ame 'he name of this database instance "atabase!+nstance!"escription * description of this database instance "atabase!+nstance!"river 'he class name of the 1"M0 driver "atabase!+nstance!4,L 'he database 4,L used to establish a connection to the database! "atabase!+nstance!Public/roup+d 'he public group +" used to establish a connection to the database! "atabase!+nstance!4ser?ame 'he name used to establish a connection to the database! "atabase!+nstance!Password 'he password used to establish a connection to the database! O O O O
up to 7E characters up to IEB characters com!jnetdirect!js>l!1SQL"river oracle!jdbc!driver!Oracle"river) Oracle e2ampleI SQL e2ample w.?et"irect driverE O
pubuser pubuser
O O E-IGCCC
GC "atabase!+nstance!Ma20onnections 'he ma2imum number of connections the server will have to the database "atabase!+nstance!'raceSQL 'race all SQL sent to the database "atabase!+nstance!0ollaboration"omain 'he collaboration domain name used b m Primavera! "atabase!+nstance!/roupServer!Protocol Protocol for /roupServer "atabase!+nstance!/roupServer!Server /roupServer host machine name
I
false O soc#et servername
true.false O http, https, soc#et O
jdbc-oracle-thin-K%"$S0,+P'+O?R%*"",$SSPL+S'R%*"",$SSR%P,O'O0OLR'0P& %=OS'R22!222!222!22&%PO,'R &&&%0O??$0'P"*'*R%S+"Rzzzz&&& E jdbc-1SQL0onnect-..2222.databaseRzzzz 2222 R SQLServer +P address or hostname R database listen port zzzz R database name Primavera - Administrators Guide
1&9
V"atabase SettingsW Setting ?ame and "escription

"atabase!+nstance!/roupServer!Port /roupServer host listen port "atabase!+nstance!/roupServer!4,L /roupServer servlet 4,L "atabase!+nstance!Methodolog Management!?ame ?ame of this database instance "atabase!+nstance!Methodolog Management!"escription "escription of this database instance "atabase!+nstance!Methodolog Management!"river 0lass name of the 1"M0 driver "atabase!+nstance!Methodolog Management!4,L "atabase 4,L used to establish a connection to the database! "atabase!+nstance!Methodolog Management!4ser?ame 'he name used to establish a connection to the database! "atabase!+nstance!Methodolog Management!Password 'he password used to establish a connection to the database! "atabase!+nstance!Methodolog Management!/roup+" 'he /roup +" used to establish a connection to the database! "atabase!+nstance!Methodolog Management! Ma20onnections 'he ma2imum number of database connections the server will have to the database "atabase!+nstance!Methodolog Management!'raceSQL +f true, trace all SQL sent to the database!
"efault
DCCE
Nalid ,anges.Nalues
O
http-..servername O O O O O O O I GC O O com!jnetdirect!js>l!1SQL"river oracle!jdbc!driver!Oracle"river) Oracle e2ampleI SQL e2ample w.?et"irect driverE O O O O
false
true.false O
"atabase!+nstance!Methodolog Management! MM"M "M*lias 'he "M *lias name used b the Project *rchitect job service to create a project plan from a methodolog !
I
jdbc-oracle-thin-K%"$S0,+P'+O?R%*"",$SSPL+S'R%*"",$SSR%P,O'O0OLR'0P& %=OS'R22!222!222!22&%PO,'R &&&%0O??$0'P"*'*R%S+"Rzzzz&&& E jdbc-1SQL0onnect-..2222.databaseRzzzz 2 R SQLServer +P address or hostname R database listen port z R database name
1&:

alter session set P R P
"atabase!+nstance!SessionSettings!SettingI-G O ;*lter session< commands used to establish cursor sharing, rule-based mode, SQL trace, and more! +nvalid settings in these fields are ignored! "atabase!+nstance!0ostMasedOptimizationSettings! $nable0MO $nable 0ost Mased Optimization if true! "atabase!+nstance!0ostMasedOptimizationSettings! Log:ile?ame $nter a file name to log matching or non-matching 0ost Mased Optimization >ueries! +f there is no file name, >ueries will not be logged! 'he "umpMatchingSQL setting controls the t pe of >ueries that will be logged %matching vs! nonmatching&! true
true.false
"atabase!+nstance!0ostMasedOptimizationSettings! false "umpMatchingSQL +f true, log matching 0ost Mased Optimization >ueries! +f false, log non-matching >ueries! 'here must be a file name in the Log:ile?ame setting to log >ueries!
true.false
V'hread Pool SettingsW Setting ?ame and "escription

'hreadPool!?um'hreads 'he number of server threads
"efault
EG
Nalid ,anges.Nalues
E-7CC ICCCC-M*6P+?'H
'hreadPool!Ma2'as#"uration IBCCCC 'he ma2imum duration, in milliseconds, a thread can be used for one tas#! 'hreadPool!Maintenance:re>uenc LGCCC 'he fre>uenc , in milliseconds, at which threads are chec#ed for e2cess time durations!
IGCCC-M*6P+?'
HM*6P+?' R E,ILJ,LB7,FLJ
1&;
VLog SettingsW Setting ?ame and "escription

Log!=tmlLogger!Severit !Severit Level Log severit level for the ='ML Logger Log!=tmlLogger!(rite:re>uenc 'he time period, in milliseconds, for which log messages will be cached between writes! Log!=tmlLogger!*rchiveSize 'he minimum size %in b tes& a log file must be before it is archived! Log!=tmlLogger!*rchive?umber Ma2imum number of log files to be used! 'he default files are named m primaveralogC!html through m primaveralogG!html! Log!=tmlLogger!$nabled $nable the ='ML Logger Log!0onsoleLogger!Severit !Severit Level Log severit level for the 0onsole Logger Log!0onsoleLogger!(rite:re>uenc 'he time period, in milliseconds, for which log messages will be cached between writes! Log!0onsoleLogger!$nabled $nable the 0onsole Logger
I
"efault
error 7CCC
Nalid ,anges.Nalues
debug, info, warning, errorI 7CCC-M*6P+?'H
ICLBGJF
ICLE-M*6P+?'
E-M*6P+?'
trueE error 7CCC
true.false debug, info, warning, errorI 7CCC-M*6P+?'H
false
true.false
'he ranges are inclusive! :or e2ample, choose ;debug< to log all messages) choose ;warning< to log both warning and error level messages! E Log files are created in a folder named m PrimaveraLogs, located as follows(ebLogic on (indows- UpvhomeT9m PrimaveraLogs (ebLogic on Solaris- .mountPpoint.UpvhomeT.m PrimaveraLogs (ebSphere on (indows- UpvhomeT9m PrimaveraLogs (ebSphere on Linu2- .mountPpoint.(ebSphere.*ppServer.m PrimaveraLogs 'omcat on (indows- UtomcatPhomeT9m PrimaveraLogs 'omcat on Solaris- .mountPpoint.UtomcatPhomeT.m PrimaveraLogs
1&>
VPerformance SettingsW Setting ?ame and "escription

Performance!$nabled Performance monitor pac#ets are sent when true! Performance!Monitor=ost 'he destination +P or machine name for the performance monitor pac#ets Performance!MonitorPort 'he destination port for the performance monitor pac#ets
"efault
false localhost
Nalid ,anges.Nalues
true.false O
FDDC
ICEL-FGG7G GCC-FCCCC
Performance!4pdate+nterval ICCC 'he rate, in milliseconds, at which the performance monitor pac#ets are sent!
VLicenseService SettingsW Setting ?ame and "escription "efault Nalid ,anges.Nalues

ICCCC-FCCCCC
LicenseService!0alc,ate 7CCCCC 'he rate, in milliseconds, at which the database is chec#ed for changes in total license counts! LicenseService!4pdate,ate 'he rate, in milliseconds, at which a Musiness ,ule $ngine s nchronizes with the database for license counts! 7CCCC
ICC-FCCCC
IECCCC LicenseService!$2piration0hec#,ate 'he rate, in milliseconds, at which licenses are chec#ed to see if the should e2pire! 7CCCC LicenseService!(aitPeriod 'he duration, in milliseconds, of a new license search before failure occurs!
GCC-DCCCCC
ICCC-FCCCC
1'?
V'imestampService SettingsW Setting ?ame and "escription "efault Nalid ,anges.Nalues

IGCCC-FCCCCC
'imestampService!,efresh,ate FCCCC 'he rate, in milliseconds, at which the database is >ueried to determine if a table change notification is necessar !
V,egistr Service SettingsW Setting ?ame and "escription "efault Nalid ,anges.Nalues
IGCCC-FCCCCC
,egistr Service!,efresh,ate DCCCC 'he rate at which the database is updated with the status of the business rule engine! ,egistr Service!StalePeriod ELCCCC 'he duration of inactivit , in milliseconds, that indicates an inoperable Musiness ,ule $ngine! ,egistr Service!Port DIDE 'he '0P.+P port on which re>uests to revive dead Musiness ,ule $ngines will be received!
FCCCC-FCCCCC
ICEL-FGG7G
V?e2t3e Service SettingsW Setting ?ame and "escription

?e2t3e Service!,efresh,ate 'he rate, in milliseconds, at which ne2t#e cache is refreshed! ?e2t3e Service!Ma20ached3e s Ma2imum ne2t#e s to cache per table
"efault
FCCCC IC
Nalid ,anges.Nalues
IGCCC-FCCCCC I-ICC
1'1
V*pplication SettingsW Setting ?ame and "escription

*pplication!+gnore"a lightSavings'ime Set to true to ignore da light savings time! *pplication!'imesheet4,L 4,L for invo#ing timesheet program *pplication!'imesheet0odebase 4,L for the timesheet application (eb site *pplication!1avaPlugin4,LP+$ 4,L for +nternet $2plorer users to download 1ava Plug-in %1,$&! *pplication!1avaPlugin4,LP?S 4,L for ?etscape users to download 1ava Plug-in %1,$& *pplication!1avaPluginNersion+"P+$ 1,$ version used b applets in +nternet $2plorer *pplication!1avaPluginNersion+"P?S 1,$ version used b applets in ?etscape *pplication!$2cel+mportMa2'ransactions ECCC 'he ma2imum number of transactions %activities or resources& that can be imported at once from a !2ls or !csv file *pplication!$2cel+mportMa2:ileSize ICLB 'he ma2imum size of the !2ls or !csv file uploaded during an import attempt %3M& *pplication!*llow*utoSummarizeOption true Set to true to allow automatic summarization to be available in resource staffing user preferences! *pplication!"M"ropdown3e word blan# 3e word to use for enabling database selection control in the login page! Pass this as a 4,L parameter dbR#e word! Set this to an empt string if ou do not want to re>uire the #e word!
"efault
false ts.seamless!jsp server./roupServer "efaults to the plug-in version I!G!CPCI that is installed during setup! "efaults to the plug-in version I!G!CPCI that is installed during setup!
Nalid ,anges. Nalues

true.false O O O
O see I below ICC-ECCC
FL-LCDF
true.false
I application.2-java-applet)versionRI!7 -- Major jre version) supports previousl installed 1,$ I!72 and above on client! application.2-java-applet)jpi-versionRI!7!IPCE -- *bsolute jre version) forces specific version 1,$ I!7!IPCE on client! application.2-java-applet)versionRI!L -- Major jre version) supports previousl installed 1,$ I!L2 and above on client! application.2-java-applet)jpi-versionRI!L!EPCI -- *bsolute jre version) forces specific version 1,$ I!L!EPCI on client!
1'"

*pplication!Logout4,L "irects m Primavera to a specific 4,L when the user e2its with the Logout.0lose icon in the m Primavera banner! *n valid 4,L can be used! +f no 4,L is specified, m Primavera directs the user to the m Primavera launch page! *pplication!Ma2Projects+nPortfolio 'he ma2imum number of projects returned when creating a portfolio with a filter! *pplication!Ma2,PSpreasheetProjects Loaded:romPortfolio 'he ma2imum number of projects that can be open in the ,esource Planning spreadsheet! *pplication!Performance!4se$nterpriseSummar 4se enterprise level summar data for resources and roles! *pplication!Performance!Ma2Summar ?ode0ount 'he threshold for displa ing summarized data in views such as ,esource 4sage and ,esource *nal sis! +f the number of child elements contained in a node e2ceeds this number, no data is displa ed! *pplication!'racer!$nabled +f true, debugging messages are sent to 'racer application! *pplication!'racer!Server?ame =ostname or +P address of destination for sending tracer information! *pplication!'racer!Soc#etPort Port to use for 'racer soc#et connection *pplication!'racer!4seMac#/rndSend'hread +f true, use bac#ground thread for sending '0P messages to tracer! *pplication!(ebScheduler!$nabled +f true, scheduling for jobs from m Primavera is performed using the (eb Scheduler! +f false, scheduling is performed using the 1ob Service Scheduler!
I
"efault
O

O
ICCC
I-ICCCCC
ICC
I-ICCC
false ICCC
true.false see I below I-GCCCC
false localhost
true.false O
DEIC true
ICEL-FGG7G true.false
true
true.false
'his setting specifies whether ou want to use $PS level records or Project level records to draw ,esource Manager histograms! +f true, performance is better because onl one record %$PS record& is used for the histogram! +f false, a much larger number of records %Project records& is used to draw the histogram chart, so performance is slower! =owever, it is important to note that histogram data is more accurate when the setting is false, using Project records! Primavera - Administrators Guide
1'&
V*pplication SettingsW Setting ?ame and "escription "efault Nalid ,anges. Nalues
ICCC-M*6P+?'H
*pplication!(ebScheduler!Scheduling+nterval 7CCCCC *mount of time %in milliseconds& the (eb Scheduler will wait before scheduling the ne2t available job! *pplication!(ebScheduler!0oncurrentSchedulers 'he number of processes %active schedulers& used for scheduling on this server! * value of C %zero& indicates that scheduling will not be performed on this server! *pplication!(ebScheduler!*ctiveSchedulerMode +f true, jobs are processed continuousl until all jobs are scheduled! +f false, each job is processed according to the Scheduling +nterval! *pplication!(ebScheduler!*S*P0leanup,ate *mount of time %in milliseconds& at which completed (eb*S*P scheduler jobs are removed from the database! *pplication!0ollaborationServer!Server?ame =ostname of the m Primavera collaboration server! *pplication!0ollaborationServer!Librar ?ame 'he name of the database where librar data resides! *pplication!0ollaborationServer!0ollaboration (or#space?ame 'he default collaboration wor#space name! *pplication!0ollaborationServer!+nitiation (or#space?ame 'he default initiation wor#space name! *pplication!0ollaborationServer!*pp?ame 'he default app name used b m Primavera! *pplication!0ollaborationServer!PoolSize 'he number of collaboration connections initialized! *pplication!0ollaborationServer!Pool4ser?ame 'he user name used to start the connection pool! *pplication!0ollaborationServer!Pool4serPassword Password for the user name used to start the connection pool! *pplication!0ollaborationServer!*dmin4ser?ame 'he *dmin user with full privileges! E
C-EC
true
true.false
BFLCCCCC
C-M*6P+?'H
O O
O O
Primavera,oot0ontainer
primaveraPinitiations
primavera*pp EC P,O684S$, pro2 user *dmin
O C-M*6P+?'H O O O
1''

*pplication!0ollaborationServer!*dminPassword 'he password of the admin user! *pplication!0ollaborationServer!0ache4ser?ame 'he user name that enables m Primavera to access the application cache! *pplication!0ollaborationServer!0achePassword 'he password that corresponds to the 0ache4ser?ame! *pplication!0ollaborationServer!0acheLimit 'he ma2imum number of 0MS objects that are #ept in the application cache! *pplication!0ollaborationServer! Strict"ocumentNersioning +f true, document chec#out is restricted to the most recent version of a document! +f false, an document version can be chec#ed out! *pplication!?otifications!$nable+ssue?otifications $nable or disable automated notifications when +ssues are added or modified! *pplication!?otifications!$nable$vent?otifications $nable or disable automated notifications when $vents are added or modified! *pplication!?otifications!$nable+nvitation?otifications $nable or disable automated notifications when +nvitations are added! *pplication!?otifications!$nable+nitiation?otifications $nable or disable automated notifications when +nvitations are pending! *pplication!?otifications!?otifications :rom$mailOverride Set to true to alwa s use the s stem5s :rom email address! Set to false to use the email address of the user who causes notifications to be sent, if their email address is configured!
"efault
admin 0*0=$M*?*/$,

O O
cachemanager ICCC
O C-M*6P+?'H
true
true.false
false
true.false
false
true.false
false
true.false
false
true.false
false
true.false
*pplication!?otifications!?otifications:rom$mail ;1oe 4ser< UjoeuserK 'he email address from which ?otifications will be sent when uninitabcIE7z!comT either ?otifications:rom$mailOverride is true or the user5s email address is not configured Primavera - Administrators Guide
1'(

*pplication!0ollaborationS ncService! S nchronization+nterval 'he interval at which the collaboration s nchronization service will run! 'he s nchronization moves documents mar#ed for deletion to the collaboration server 9trash folder! *dditionall , other collaboration items %e!g!, discussions or issues& that should be removed %e!g!, when a project is deleted& are moved to the 9trash folder! *pplication!0ollaboration,ec clerService!*utomatic I +f true, enables the collaboration rec cler service, which purges deleted documents and other collaboration items %in the collaboration file server 9trash folder&! *pplication!0ollaboration,ec clerService! ,ec cle+nterval I 'he interval at which the collaboration rec cler service should run!
I
"efault
7FCCCCC

FCCCC-M*6P+?'H
false
true.false
EILJLB7FLJ %M*6P+?'&
FCCCCC-M*6P+?'H
'o enable the rec cler service, edit the !cmd or !sh file that is used to launch the "atabase 0onfiguration wizard %see ;0hanging "atabase 0onfiguration Settings< on page IEI&! *dd the following string to the end of the line starting with ;S$' M8P,+M*N$,*POP'S;- -"admin!show,ec clerR8! Save the file and launch the "atabase 0onfiguration wizard! 8ou must create a new configuration and the rec cler options will be available in that configuration! HM*6P+?' R E,ILJ,LB7,FLJ
V*uthentication settingsW Setting ?ame and "escription

*uthentication!Mode 'he method used for client authentication *uthentication!(ebSSO!4ser?ame=eader3e 'he name of the http header ou specified in SiteMinder
"efault
?*'+N$ smuser
Nalid ,anges.Nalues
?ative, L"*P, (ebSSO O O
*uthentication!(ebSSO!0onte2tPathOverride .Primavera 'he path used to pass web re>uests from the SiteMinder (eb server to the m Primavera server
1'9
V*uthentication settingsW Setting ?ame and "escription "efault Nalid ,anges.Nalues

O
*uthentication!(ebSSO!ServerandPortOverride http-.. 'he full >ualified domain name and port for the (eb server servername!domain!comthat SiteMinder is controlling BE *uthentication!L"*P!SSL0ertificateStore O 'he full path to the #e store that holds the SSL certificate for the L"*P server *uthentication!L"*P!SSLStore Password 'he password for the #e store that holds the SSL certificate O
Cor Authentication,We#SS4,User<ame.eaderOe20 the va$ue 2ou specif2 must match the propert2 of a Site+inder response 2ou have created under the po$ic2 domainNrea$m 1ithin 1hich the m2Primavera We# server resides, /he va$ue of this response shou$d #e smuserQuid0 1here smuser is configura#$e and uid matches the 8DAP server attri#ute that maps to the Primavera data#ase US)-E<ame fie$d,
V*s nch 1obs SettingsW Setting ?ame and "escription

*s nch1obs!Purge+nterval 'he fre>uenc , in milliseconds, at which long running job records will be removed from the database! *s nch1obs!/race'ime 'he minimum age, in milliseconds, of long running job records removed during purge!
"efault
7FCCCCC
Nalid ,anges.Nalues
C-M*6P+?'H
BFLCCCCC
1':
VMailService SettingsW Setting ?ame and "escription

MailService!$mail?otificationServer $-mail notification server for 'imesheet *pproval MailService!Send+nterval 'he fre>uenc , in milliseconds, at which >ueued mail messages are sent! MailService!Ma2QueueLength 'he ma2imum size of the mail message >ueue
"efault
O FCCCC
Nalid ,anges.Nalues
O C-M*6P+?'H
EGC
C-M*6P+?'H
V+ntegration Server SettingsW Setting ?ame and "escription

+ntegrationServer!,M+!,egistr Port 'he port for the ,M+ ,egistr ! +ntegrationServer!,M+!$nable 'he setting that enables the ,M+ server! +ntegrationServer!,M+!0ompressionService$nable 'he setting that enables compression service mode! +ntegrationServer!,M+!SSLService$nable 'he setting that enables SSL service mode! +ntegrationServer!,M+!StandardService$nable 'he setting that enables Standard service mode! +ntegrationServer!,M+!=''PService$nable 'he setting that enables =''P tunneling mode! +ntegrationServer!,M+!=''PsService$nable 'he setting that enables secure =''P %SSL& tunneling mode!
I
"efault
DCDD true true true true false false
Nalid ,anges.Nalues
ICEL-FGG7G I O O O O O O
'his value is usuall set to at least ICEL! C-M*6P+?'H
+ntegrationServer!,M+!0ompressionServicePort C 'he port to use for 0ompression service mode! * setting of C indicates that an available port will be used! +f the server will be accessed across a firewall, ou must set this to a specific port!
1';
V+ntegration Server SettingsW Setting ?ame and "escription

+ntegrationServer!,M+!SSLServicePort 'he port to use for SSL service mode! * setting of C indicates that an available port will be used! +f the server will be accessed across a firewall, ou must set this to a specific port! +ntegrationServer!,M+!StandardServicePort 'he port to use for Standard service mode! * setting of C indicates that an available port will be used! +f the server will be accessed across a firewall, ou must set this to a specific port! +ntegrationServer!,M+!=''PServicePort 'he port to use for =''P tunneling mode! * setting of C indicates that an available port will be used!
"efault
C
Nalid ,anges.Nalues
C-M*6P+?'H
C-M*6P+?'H
C-M*6P+?'H
C +ntegrationServer!,M+!=''PsServicePort 'he port to use for secure =''P tunneling mode! * setting of C indicates that an available port will be used! +ntegrationServer!Session'imeOut 'he amount of time %in seconds& after which an idle client connection will be terminated! IEC
C-M*6P+?'H
I-M*6P+?'H
1'>
Imp$ementing App$ication Server P$ug-Ins

Cor a fu$$ $ist of m2Primavera tested configurations0 refer to the testedc?g5pd? fi$e in the DDocumentationD/echnica$ DocumentationD/ested %onfigurations fo$der on the Primavera Documentation %D,
'he 'omcat, (ebLogic, and (ebSphere application servers offer a variet of plug-ins that enable ou to configure a (eb server front-end other than the one provided with the application server! Primavera has tested m Primavera on these three application servers using Microsoft +nternet +nformation Server, *pache =''P Server, and iPlanet (eb Server! :or procedures on configuring a (eb server plug-in, refer to the individual application server5s documentation!
%o$$a#oration Setup
1(1
%o$$a#oration Setup
In this chapter
Preparing the Insta$$ation Insta$$ing the %o$$a#oration Server App$2ing the %o$$a#oration Update for %ompati#i$it2 1ith m2Primavera (,? %reating a %o$$a#oration %onfiguration %onfiguration /as=s Adding the Indexer Service Adding /rustees Adding a Caci$it2 Adding a Domain and Admin User )xtend the %o$$a#oration Schema Adding Updated Document Cormats %onfiguring m2Primavera %o$$a#oration for
'his chapter describes how to install and configure the m Primavera collaboration server! +f ou are installing the collaboration server for the first time, ou must perform all of the steps listed in this chapter! +f ou have alread installed the collaboration server %i!e!, with the L!2 release of m Primavera&, then ou need to upgrade our iManage (or#site MP Server to SPI and appl the v7!I =:MIE =otfi2! See ;*ppl ing the 0ollaboration 4pdate for 0ompatibilit with m Primavera G!C< on page IGG for more information!
1("
Preparing the Insta$$ation

'his chapter details onl the steps necessar to install the collaboration server for use with m Primavera! :or complete server setup and configuration information, refer to the *dministrator5s ,eference Manual and (or#site MP Server 7!I ,elease ?otes in the 9collab9docs director of 0" E! Prere3uisites 'he onl prere>uisite to installing the collaboration server is the creation of a database that will be used as the authentication librar for the collaboration server! 'he database should contain a data and log file, each at least ICMM in size!
Cor 4rac$e users0 the data#ase o1ner must #e created in 4rac$e0 have a defau$t ta#$espace assigned0 and #e granted LconnectM and LresourceM privi$eges, See step : on page 191,
Si@ing %onsiderations 'he following guidelines should be considered when preparing the collaboration server for use in our organization! 0ollaboration file server dis# space re>uirements are appro2imatel e>ual %Ito-I in b te size& to the total source file size Q room to grow! :or e2ample, if the total source file size is G /M, then the collaboration file server space re>uirement would be G /M Q room to grow!
-oom to gro1 is a pro*ected ca$cu$ation #ased on a compan2Rs gro1th and expected rate of entering ne1 pro*ects and data into Primavera, If the user up$oads ( G of documents0 de$etes the same ( G of documents0 then adds ( G of ne1 documents0 the tota$ dis= space re3uired is at $east 1? G , Documents are not purged from the s2stem0 the2 are p$aced in the Dtrash fo$der on the co$$a#oration fi$e server, De$eted documents can #e retrieved from the Dtrash fo$der0 if necessar2, /he %o$$a#oration -ec2c$er Service can #e ena#$ed in the m2Primavera Administration App$ication to purge de$eted documents at user-defined interva$s,
'he +nde2er service re>uires appro2imatel ICY to ECY of the total file server dis# space consumption! :or e2ample, if the dis# space usage on the file server is G /M, the +nde2er dis# space re>uirement would rage between GCC MM %ICY& to I /M %ECY&!
%o$$a#oration Setup
1(&
Insta$$ing the %o$$a#oration Server

I +nsert.mount 0" E! E Launch the installer according to the operating s stem on which the collaboration server is being installed(indows-U0"T-9collab97I9instdata9windows9vm9+nstall!e2e Solaris-U0"T.collab.7I.instdata.solaris.vm.install!bin 7 Select the installation language and review the introduction! L *ccept the license agreement! G Select the install location %to use a different location, t pe the full path or clic# ;0hoose!!!< and browse to the location&!
1('
F Select the ;' pical +nstall< option!
J ,eview the details of the pre-installation summar ! 0lic# +nstall to continue or Previous to go bac#! B (hen the installation is complete, clic# "one to >uit the installer! 0omplete the steps in the ne2t section, ;*ppl ing the 0ollaboration 4pdate for 0ompatibilit with m Primavera G!C<!
/o improve the performance of the Wor=site +P server running 1ith 6DO 1,'0 users can do1n$oad the <a a Cryptography Extension =<CE> !nlimited "trength <urisdiction Policy 7iles0 avai$a#$e under L4ther Do1n$oadsM at http:;;ja a5sun5com;j0se; *5/5*;download5html, After the do1n$oad is comp$ete0 un@ip the fi$e to a temporar2 director2 and cop2 the localCpolicy5jar and !"CexportCpolicy5jar fi$es direct$2 into the jre;li9;security director2, If Windo1s des=top or start menu shortcuts to the %onfiguration +anager and 8i#rar2 +anager are not created or do not 1or=0 2ou can create ne1 shortcuts or $aunch the too$s from the director2 in 1hich the2 are insta$$ed: %onfiguration +anager Aif insta$$ed in %:D1or=sitempB: %:D1or=sitempD1or=siteserverD#inD1inDimconfigmgr,exe 8i#rar2 +anager Aif insta$$ed in %:D1or=sitempB: %:D1or=sitempD1or=siteserverD#inD1inDim$i#mgr,exe Primavera - Administrators Guide
%o$$a#oration Setup
1((
App$2ing the %o$$a#oration Update for %ompati#i$it2 1ith m2Primavera (,?

*fter the collaboration server has been installed, ou must appl the (or#site MP Server v7!I SPI upgrade and the =:MIE =otfi2! Insta$$ Wor=site +P Server &,1 SP1 8ou must install the SPI upgrade before ou appl the =:MIE update! :or detailed instructions on installing the SPI upgrade, refer to the (or#siteMP7!ISPI,elease?otes!pdf file in the 9collab9(SMP7ISPI folder on 0" E! 'o upgrade to SPI, run the SPI installer at the following location(indowsU0"T-9collab9(SMP7ISPIPServer9server9 +nst"ata9(indows9NM9svr7IspIupdate!e2e SolarisU0"T-.collab.(SMP7ISPIPServer.server .+nst"ata.Solaris.NM.svr7IspIupdate!bin Insta$$ the .C 1" update
Cor more detai$ed .C 1" insta$$ation instructions and considerations0 refer to the WS+P&1 1"-e$ease<otes,pdf fi$e,
I Stop the iManage Process Manager %impm or impm!e2e&! +f ou installed the Process Manager as a service on (indows, open the Services applet, locate the iManage PM service, and stop it!
Stopping the i+anage Process +anager 1i$$ a$so stop the Indexer and %+S services,
E +f necessar , insert.mount 0" E! 7 Launch the installer according to the collaboration server operating s stem(indowsU0"T-9collab97I=:MIE9instdata9windows9vm9svr7IbIE!e2e Solaris-U0"T.collab.7I=:MIE.instdata.solaris.vm.svr7IbIE!bin L Select the installation language and review the introduction! G *ccept the license agreement!
1(9
F (hen prompted for the e2isting installation director , verif that the path listed is correct! +f not, clic# 0hoose!!! and select the base installation director %this director contains the Zwor#siteserverZ director &!
J (hen prompted for a bac#up director , ou can leave the default director , t pe the path to a new director , or clic# 0hoose!!! and select a bac#up director !
%o$$a#oration Setup
1(:
B (hen the installer is finished, clic# "one to >uit!
D "elete an temporar files %all files& in the 9f2fer director of our (or#site MP installation! 'he default location of this director is c-9wor#sitemp9Ulibrar PnameT9f2fer9! IC ,estart the iManage Process Manager %or restart the service on (indows&! +f 0MS and +nde2er are not set to *uto-Start, restart them from the 0onfiguration Manager!
1(;
II 'o verif the upgrade, launch the 0onfiguration Manager, clic# =elp, *bout!!!, and scroll to the bottom of the window! *fter installing =:MIE, the current version should be 7!I!F!B!E!
)nsuring 4ptima$ Performance of the %o$$a#oration Server

'o ensure optimal performance, if ou have installed the collaboration server for the first time with the m Primavera G!C release or if ou have previousl installed the collaboration server and upgraded our iManage (or#site MP Server %b appl ing SPI and the v7!I =:MIE =otfi2 as previousl described&, verif the following setting in the collaboration server file programinit!properties! 'he file is located at Userver install locationT9wor#sitemp9wor#siteserver9config9programs! jvm!interpreted!windowsRfalse ?ew and upgrade installations set this propert to the default value of true! 0hanging this setting to false improves performance!
%o$$a#oration Setup
1(>
%reating a %o$$a#oration %onfiguration

*fter the collaboration server has been installed, it must be configured for the first time!
/he nodes in the %onfiguration +anager and 8i#rar2 +anager can #e expanded #2 c$ic=ing the S next to the node or #2 dou#$e-c$ic=ing the node name,
I Manuall e2ecute the Process Manager according to our operating s stem(indows-0-9wor#sitemp9wor#siteserver9bin9win9impm!e2e Solaris-U0"T.wor#sitemp.wor#siteserver.bin.uni2.impm
4n Windo1s operating s2stems0 it is recommended to insta$$ the Process +anager as a service #2 executing the fo$$o1ing command in the director2 $isted a#ove: impmservice -insta$$ After insta$$ing the service0 $aunch the services contro$ pane$ and set the startup t2pe of the iManage PM service to #utomatic0 then start the service if it is not a$read2 running,
E Launch the 0onfiguration Manager from the Start, Programs, iManage (or#site MP Server menu! On Solaris, run .wor#sitemp.wor#siteserver.bin.uni2.imconfigmgr! 7 +f a default cluster does not appear under the (or#site 0luster 0onfigurations, right-clic# and select *dd 0luster!
/he c$uster name must #e the same as the hostname Amachine nameB of the co$$a#oration server,
19?
L ,ight-clic# the cluster and select *dd T Server!
/he server name must the same as the c$uster name,
G ,ight-clic# the server node and select *dd, 0MS!
In addition to %+S A%ontent +anagement S2stemB the Indexer service must #e added after the co$$a#oration $i#rar2 has #een configured, See LAdding the Indexer ServiceM on page 1:1 for more information,
F ,ight-clic# the Local node under Libraries and select *dd!
%o$$a#oration Setup
191
J $nter the details of the local librar database-
4rac$e on$2: /his user must #e created in 4rac$e0 have a defau$t ta#$espace assigned0 and #e granted LconnectM and LresourceM privi$eges,
/his user must have D A privi$eges A4rac$e defau$t is system;managerJ S78 Server defau$t is sa;saB,
/he $oca$ $i#rar2 data#ase is the data#ase created #efore starting the insta$$ation of the co$$a#oration server,
:ield
Librar ?ame "M+nstance ?ame
"efinition
'he name of the collaboration librar ! +nstance name of the Oracle or SQL Server database to be used as collaboration librar ! Supplied database driver for MS SQL Server and Oracle! "atabase s stem owner for collaboration tables and libraries! "atabase server =ost, Port, *ccount, and Password
Nalue
4ser-defined the +M*?*/$ -
"river Owner 0onnection
19"
B 0lic# 'est to validate the database details! +f the test fails, ensure the librar .database details are correct! Once the test is successful, clic# the 0reate button to create the authentication librar !
'he 0ontent Librar 0reation (izard creates the database tables and indices re>uired to run the collaboration server! 0lic# ?e2t to move to the ne2t step in the wizard! 'he following information is re>uiredLibrar Object Model - choose wor#sitemp7I
%o$$a#oration Setup
19&
:ile Server Path - t pe or browse to the full path to the location where the librar files should be created and stored %this can be an desired location&
"atabase 0haracter Support - enable or disable the use of national characters for database string attributes
)na#$ing the L<ationa$ %haracter SupportM option is <4/ recommended 1hen creating an 4rac$e data#ase,
19'
Once the wizard is finished, the new librar must be defined as the *uthentication Librar ! Add an Authentication 8i#rar2 I ,ight-clic# the cluster name and select $dit!
E 0lic# the 0MS Libraries tab and clic# *dd
7 $nsure the authentication librar is selected and clic# O3!
L 0lic# O3 to close the $dit 0luster dialog!

When a$$ data#ase ta#$es and indices are created0 three s2stem accounts are added: P-4G!US)-0 %A%.)+A<AG)-0 and /448US)-,
G Select :ile, Save, to save our configuration settings!

%o$$a#oration Setup
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Start the %+S Service I 'o start 0MS, right-clic# the service and select Start!
(hen 0MS has started successfull , the red s>uare on the 0MS service icon changes to a green arrow! E *fter starting the 0MS service, right-clic# the service name and select *uto-Start from the menu!
$nabling the 0MS auto-start ensures that the collaboration services will be available in the case of a server reboot! 7 Save the configuration when finished!
199
%onfiguration /as=s
*fter installing the collaboration server, several configuration tas#s are re>uired to prepare the server for use in the Primavera environment! 'he two main interfaces used to configure the collaboration server are the 0onfiguration Manager and the Librar Manager! 'his section describes the main configuration interfaces and highlights the tas#s for which each interface is used! %onfiguration +anager 'he 0onfiguration Manager is used to configure one or more server clusters and to control the 0MS, +nde2er, and other collaboration services! 'he entire (or#Site MP server cluster can be controlled via this application, which is what ma#es the 0onfiguration Manager such a powerful tool! (hen ou set up our (or#Site MP Server, ou must run the 0onfiguration Manager to create a configuration for all the components that ma#e up a (or#Site MP Server 0luster! 'he list below denotes the components that are configured for each (or#Site MP Server 0luster using the 0onfiguration Manager
(or#Site MP 0luster 0onfigurations [ Server 0lusters [ Local and ,emote Libraries [ Servers [ Services
%$uster node Server node Services 8i#rar2 node
%o$$a#oration Setup
19:
8i#rar2 +anager 'he Librar Manager is an administrative tool used to set up and manage data associated with libraries serviced b (or#Site MP Server clusters! 4sing Librar Manager, a (or#Site administrator can manage the following t pes of librar data
:acilities [ (or#/roups
Librar metadata instances [ Metadata classes [ Metadata ,elationships
Privileges S stem 0onfiguration 'rustee information, including the following[ Master ,ealm Settings [ ,ealms, which include the abilit to perform the following tas#s[ *dd a Master ,ealm to the librar [ *dd individual users, groups, localities, and organizational units as native trustee nodes under a librar 5s Master ,ealm [ +mport and s nchronize directories from e2ternal L"*P director services as imported trustee nodes under a librar 5s Master ,ealm [ *dd Slave ,ealms from other libraries
S stem 4sers
(hen a librar is created, it has a predefined director structure that corresponds to the (or#Site object model! 'his structure can be implemented as an out-of-the-bo2 solution! +t can also be viewed as a model for building an application based on a custom object model!
19;
8i#rar2 +anager Windo1 'he Librar Manager (indow section is divided into five subsections that describe different parts of the Librar Manager window and their functions! 'he five subsections are
"irector frame "ispla frame Menus 'oolbar Loo#-4p toolbar
/op-8eve$ <odes 'he 'op-Level ?odes section covers the functions that can be performed from the following nodes
0lusters Server 0luster Librar 'he tas#s that can be performed from these nodes are"elete a Server 0luster Login to a Librar
*dd a Server 0luster

Caci$ities <ode 'he :acilities ?ode section contains descriptions of the tas#s that can be performed from the :acilities node and descriptions of the dialogs that are used to perform the tas#s! 'he following tas#s can be performed from this node
*dding Metadata instances $diting Metadata sources and instances
"eleting Metadata instances
*dding Metadata relationships
%o$$a#oration Setup
19>
Privi$eges <ode 'he Privileges ?ode section contains descriptions of the tas#s that can be performed from the Privileges ?ode as well as descriptions of the dialogs that are used to perform these tas#s! 'he Privileges node helps administrators to determine securit for trustees! "epending upon the privilege, securit can be either set automaticall or re>uire specific settings! 'he following tas#s can be performed from the subnodes that appear below the Privileges node
$dit Privileges
S2stem %onfigurations <ode 'he S stem 0onfigurations ?ode section contains descriptions of the tas#s that can be performed from the S stem 0onfigurations node as well as descriptions of the dialogs that are used to perform these tas#s! 'he S stem 0onfigurations node help administrators to #eep trac# of global configurations at the librar level! 'he following tas#s can be performed from the subnodes that appear below the S stem 0onfigurations node
$dit S stem 0onfigurations
/rustees <ode 'he 'rustees ?ode section contains descriptions of the tas#s that can be performed from the 'rustees node and descriptions of the dialogs that are used to perform the tas#s! 'he 'rustees node contains a variet of subnodes that are used to create and maintain native and imported trustees for a librar ! 'he following tas#s can be performed from the subnodes that appear below the 'rustees node
*dd, $dit, or "elete libraries in the *ccessible Libraries list
$dit an e2isting L"*P Lin#
*dd, $dit, or "elete 0onnections to e2ternal L"*P "irector servers *dd or $dit a Master ,ealm *dd, $dit, or "elete 'rustees +mport, S nchronize, or "elete e2ternal L"*P 'rustee directories to. from the Master ,ealm *dd a 4ni>ue +dentifier to an L"*P "irector *dd, $dit, or "elete S stem 4sers
*dd, $dit, or "elete Maps to e2ternal L"*P "irectories

*dd, $dit, or "elete Slave ,ealms
1:?
Add Uni3ue Identifier to 8DAP Director2 'he (or#Site MP Server uses a uni>ue identifier attribute %or s nchronization +"& to enable the import and s nchronization of L"*P-compliant directories into the Librar Manager tree! 'he default name for this attribute is iManageS nc+d, though an appropriate name can be used! 'he following section provides a guide for e2tending the schema of a remote L"*P director service to include the iManageS nc+d and iManageS nc+d0lass!
0reating a 4ser with ,estricted *ccess ,ights
'he following figure illustrates the 0onfiguration Manager interface!
%o$$a#oration Setup
1:1
Adding the Indexer Service

I Launch the 0onfiguration Manager from the Start, Programs, iManage (or#site MP Server menu! On Solaris, run .wor#sitemp.wor#siteserver.bin.uni2.imconfigmgr! E $2pand the ;(or#site 0luster 0onfigurations< tree to show the server node %below the cluster node&! 7 ,ight-clic# the server node and select *dd, +nde2er!
'he ;*dd +nde2er< window is displa ed! L +f ou want to enable SSL on the +nde2er service, mar# the chec#bo2 ne2t to ;SSL $nabled!<
G 0lic# the Libraries tab!
1:"
F Select the librar to which ou are adding the +nde2er service from the *vailable list! 'o select multiple libraries, use 0trl or Shift!
J 0lic# the arrow button % to the 0onfigured list!
& to add the selected librar %or libraries&
B 0lic# O3 when ou are finished! D Select :ile, Save to save our configuration settings! Start the Indexer Service I 'o start the +nde2er, right-clic# the service and select Start!
(hen the +nde2er has started successfull , the red circle on the +nde2er service icon changes to a green arrow!
%o$$a#oration Setup
1:&
E *fter starting the +nde2er service, right-clic# the service name and select *uto-Start from the menu!
$nabling the +nde2er auto-start ensures that the service will be available in the case of a server reboot! 7 Save the configuration when finished!
1:'
Adding /rustees
I Launch the Librar Manager according to our operating s stem(indows-Start, Programs, iManage (or#site MP Server, Librar Manager Solaris-.wor#sitemp.wor#siteserver.bin.uni2.imlibmgr
/he %+S service must #e running #efore the 8i#rar2 +anager can #e $aunched,
M default, the master local librar %created in the 0onfiguration Manager& is displa ed in the Librar Manager! E $2pand the cluster node to displa the librar node! 7 $2pand the librar node to displa the librar sub-nodes! L $2pand the 'rustees node! G ,ight-clic# on the ,ealms node and select *dd!
F (hen prompted for the t pe of realm to add, select Master!
%o$$a#oration Setup
1:(
J $nter a name for the master realm ne2t to ,"? %the suggested default name is ;+manage,ealm<&, then clic# O3!
)nter master rea$m name,
%$ic= 4O 1hen finished,
B $2pand the ,ealms node, right-clic# the new master realm, then select *dd to add a trustee!
/he first trustee is not necessari$2 used #2 Primavera0 #ut it is re3uired to initia$i@e the co$$a#oration faci$it2,
1:9
D $nter the following details for the new trustee,"? - the name of the new trustee %can be an desired name& 0lass - leave the default value, ;Person< Label - defaults to ;p< when 0lass R Person 4+" - the user +" of the new trustee %user-defined& "omain - an L"*P-related value, manuall defined %not re>uired& 8ou can set a password for the trustee, but no other changes are needed!
-D< %$ass 8a#e$
UID Domain
IC 0lic# O3 when finished!
%o$$a#oration Setup
1::
Adding a Caci$it2
*fter adding at least one trustee to the master realm, the ne2t step is to add a default facilit ! I ,ight-clic# on the :acilities node and select *dd!
E $nter a name for the facilit ! Select the master realm under the 'rustee Selection 'ree, select the new trustee from the 'rustee Selection list, then clic# *dd to move the trustee to the /rants list!
Add faci$it2 name
Se$ect the master rea$m Se$ect the desired trustee %$ic= Add
%$ic= 4O
7 0lic# O3 to save the changes!
1:;
L (hen prompted for an initializer trustee, select Members under 'rustee Selection 'ree, select the new trustee under Person Selection, enter the trustee password if one was assigned, then clic# O3!
Se$ect +em#ers
Se$ect the desired trustee )nter trustee pass1ord Aoptiona$B %$ic= 4O
8ou will be notified when the facilit has been successfull initialized! M default, the new trustee is also added /rant access to the facilit 5s two child wor#groups- *dministrators and (or#space 0reators! *dditionall , a default (or#space is created, called ;(or#site MP =ome!<
%o$$a#oration Setup
1:>
Adding a Domain and Admin User

:or integration with m Primavera, the primavera!com must be added to the master realm! (ithin that domain, a user called "omain*dmin must be added! I ,ight-clic# the master realm %+manage,ealm& and select *dd!
E $nter the following details for the primavera!com domain, then clic# O3,"? - primavera!com 0lass - "omain Label - d %changed automaticall when 0lass is changed&
-D< %$ass 8a#e$
1;?
7 0lic# on the Libraries tab and unchec# each of the +nherit bo2es under Preferences :acilit and =omepage (or#space!
Unchec= the LInheritM chec=#oxes,,,
,,,then c$ic= the #ro1se #utton to set each option,
L 0lic# the browse button %!!!& ne2t to Preferences :acilit , browse to and highlight the facilit that was created in the previous section, then clic# O3!
)xpand the $i#raries node and se$ect the ne1$2 created faci$it2,,,
,,,then c$ic= 4O,
'he value should loo# li#e Ulibrar T-Ufacilit T!
%o$$a#oration Setup
1;1
G 0lic# the browse button %!!!& ne2t to =omepage (or#space, browse to and highlight (or#site MP =ome wor#group %under the facilit node&, then clic# O3!
)xpand the $i#raries and faci$ities nodes0 se$ect the LWor=Site +P .omeM 1or=group,,,
,,,then c$ic= 4O,
'he value should loo# li#e Ulibrar T-Ufacilit T-(or#site MP =ome!
F 0lic# O3 when finished! J ,ight-clic# the primavera!com domain and select *dd!
1;"
B $nter the following details for the domain admin user,"? - "omain*dmin 0lass - Person Label - p 4+" - "omain*dmin "omain - primavera!com
/he pass1ord for the DomainAdmin user shou$d #e $eft #$an=0 and 2ou shou$d se$ect the TPass1ord never expires option,
-D< %$ass 8a#e$ !ou shou$d a$1a2s se$ect this option,
UID Domain
D 0lic# O3 when finished!
%o$$a#oration Setup
1;&
+a=e DomainAdmin the +anager of primavera,com *fter the "omain*dmin user has been created, it should be designated as the manager of the primavera!com domain! I ,ight-clic# the primavera!com domain node under the master realm and select $dit!
E 0lic# on the Managers tab, e2pand the 'rustee Selection 'ree, select the "omain*dmin user under Person Selection, then clic# *dd to add the user to the 'rustee Managers list!
Se$ect the primavera,com domain Se$ect the LDomainAdminM user %$ic= Add
%$ic= 4O
7 0lic# O3 when finished!
1;'
Add DomainAdmin to the /rustee ro1sers and Wor=space %reators Wor=groups *fter creating the "omain*dmin user, the user must be added to the 'rustee Mrowsers and (or#space 0reators wor#groups! I ,ight-clic# the 'rustee Mrowsers wor#group and select $dit!
E Select the primaver!com domain under 'rustee Selection 'ree, select the "omain*dmin user under 'rustee Selection, then clic# *dd to add the user to the Members list!
%$ic= 4O
7 0lic# O3 when finished!
%o$$a#oration Setup
1;(
L ,ight-clic# the (or#space 0reators wor#group and select $dit!
G Select the primaver!com domain under 'rustee Selection 'ree, select the "omain*dmin user under 'rustee Selection, then clic# *dd to add the user to the Members list!
%$ic= 4O
F 0lic# O3 when finished!
1;9
)xtend the %o$$a#oration Schema

*fter installing the collaboration server and librar , the database must be upgraded to the e2tended schema! )xtending the Data#ase Schema I 0op finalschema!dat from the 9collab9schema director on 0" E to 9wor#sitemp9wor#siteserver9config9objectmodels on the collaboration server! E Stop the 0MS service in the 0onfiguration Manager! 7 Open a command prompt or shell and go to the following director (indows-0-9wor#sitemp9wor#siteserver9bin9win9 Solaris-.wor#sitemp.wor#siteserver.bin.uni2. L ,un the following commandimlibmigrate -from objectmodels9wor#sitemp7I!dat -to objectmodels9finalschema!dat -database UdbT -cluster UclusterT ,eplace the values for -database and -cluster to the librar name and cluster name for our installation! +n the librar database, table pPproject will have new fields 6PPNP3+" and 6PPN'8P$! G ,eboot the collaboration server! F ,estart 0MS %if not set to auto-start&! Ferif2ing the Upgrade 'o verif whether the schema upgrade was successful, chec# the cms!+mLibrar Migrate!UclusterT!log file located in the following director - 9wor#sitemp9wor#siteserver9logs9UclusterT9
/he path and fi$ename of the $og fi$e for 2our server 1i$$ use the c$uster name AhostnameB of the co$$a#oration server instead of Hc$usterI0 as sho1n a#ove,
'he log file should end with the following line in the case of a successful upgradeU"ate.'imeT- +?:O VmainW Librar Migrate ended successfull
%o$$a#oration Setup
1;:
Adding Updated Document Cormats

'wo document formats are supported b m Primavera, but not b the collaboration server, b default! 'hese formats should be added to the collaboration librar after server setup is complete! 'he document format details are listed below"$S0,+P'+O?
MicroStation "esign :ile *uto0*" "rawing :ile
$6'$?S+O?
dgn dwg
?*M$
"/? "(/
I Launch the Librar Manager according to our operating s stem(indows-Start, Programs, iManage (or#site MP Server, Librar Manager Solaris-.wor#sitemp.wor#siteserver.bin.uni2.imlibmgr
/he %+S service must #e running #efore the 8i#rar2 +anager can #e $aunched,
E $2pand the cluster and librar nodes to displa the librar sub-nodes! 7 $2pand the Metadata node! L ,ight-clic# on the *pplication :ormats node and select *dd!
'he ;*dd Metadata< dialog is displa ed!
1;;
G $nter the values listed on the previous page for one of the document formats! 'o enter data in a ;Nalue< cell, left-clic# the desired cell and enter the te2t re>uired! F 0lic# O3 when finished!
If the fi$e format is used fre3uent$20 2ou ma2 1ant to mar= the ISEI<D)GA 8) chec=#ox to ena#$e faster $oading of the specified document format,
J ,epeat steps L through F for the second document format!
%o$$a#oration Setup
1;>
%onfiguring m2Primavera for %o$$a#oration

*fter the collaboration server has been successfull installed, ou should modif the appropriate settings in the m Primavera *dministration *pplication %see ;4sing the m Primavera *dministration *pplication< on page IE7&! 'he settings related to collaboration are listed below! -e3uired Settings 'he values for certain settings are specific to our installation! 'herefore, the following settings must be modified in the m Primavera *dministration *pplication before our collaboration server will properl function in our environment!
"atabase!+nstance!0ollaboration"omain - 'he collaboration domain created in ;*dding a "omain and *dmin 4ser< %page IJD&! *pplication!0ollaborationServer!Server?ame - =ostname of the m Primavera collaboration server! *pplication!0ollaborationServer!Librar ?ame - 'he collaboration librar created in step J on page IFI! *pplication!0ollaborationServer!0ache4ser?ame - 'he +" of the user having access to the collaboration application cache! 'his setting %0*0=$M*?*/$,& is created b default and must match the +" of the user created on the collaboration server when adding the authentication librar %see ;*dd an *uthentication Librar < on page IFL&! *pplication!0ollaborationServer!0achePassword - 'he password that corresponds to the 0ache4ser?ame! 'his setting must be entered in the m Primavera *dministration *pplication and must match the password used for 0*0=$M*?*/$, on the collaboration server! 'he default password created on the collaboration server is also 0*0=$M*?*/$, %see ;*dd an *uthentication Librar < on page IFL&!
Additiona$ Settings 'he remaining collaboration settings can be modified as needed, but changes are not re>uired to enable collaboration functionalit in m Primavera!
*pplication!0ollaborationServer!0ollaboration (or#space?ame - 'he default collaboration wor#space name! *pplication!0ollaborationServer!+nitiation (or#space?ame - 'he default initiation wor#space name!
1>?
*pplication!0ollaborationServer!*pp?ame - 'he default app name used b m Primavera! *pplication!0ollaborationServer!PoolSize - 'he number of collaboration connections initialized! *pplication!0ollaborationServer!Pool4ser?ame - 'he user name used to start the connection pool! *pplication!0ollaborationServer!Pool4serPassword - Password for the user name used to start the connection pool! *pplication!0ollaborationServer!*dmin4ser?ame - 'he *dmin user with full privileges! *pplication!0ollaborationServer!*dminPassword - 'he password of the admin user! *pplication!0ollaborationServer!0acheLimit - 'he ma2imum number of 0MS objects that are #ept in the application cache! *pplication!0ollaborationServer!Strict"ocumentNersioning - +f true, document chec#out is restricted to the most recent version of a document! +f false, an document version can be chec#ed out! *pplication!0ollaborationS ncService! S nchronization+nterval - 'he interval at which the collaboration s nchronization service will run! 'he s nchronization moves documents mar#ed for deletion to the collaboration server 9trash folder! *dditionall , other collaboration items %e!g!, discussions or issues& that should be removed %e!g!, when a project is deleted& are moved to the 9trash folder! *pplication!0ollaboration,ec clerService!*utomatic - +f true, enables the collaboration rec cler service, which purges deleted documents and other collaboration items %in the 9trash folder&! *pplication!0ollaboration,ec clerService! ,ec cle+nterval - 'he interval at which the collaboration rec cler service should run!
%onfiguring the Distri#uted 6o# Service
1>1

4se the "istributed 1ob Service %"1S& to run In this chapter
Distri#uted 6o# Service 4vervie1 Insta$$ing the Distri#uted 6o# Service %onfigure Access to the Distri#uted 6o# Service %onfigure D%4+ for the Distri#uted 6o# Service %onfigure the %ontro$$er and D6S servers 6o# Service -egistr2 Settings
jobs independentl on multiple 1ob Service servers at the same time! 8ou can configure a controller server that manages the distributed 1ob Service b distributing jobs to multiple machines!
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Distri#uted 6o# Service 4vervie1

'he "istributed 1ob Service %"1S& is an e2tension of the 1ob Service that enables a controller machine to manage multiple machines %servers& running job services! ?on-distributed job services run jobs on a single machine) installing the non-distributed job service on multiple machines results in each service running independentl on each machine! (ith distributed job services, each designated server runs jobs as re>uested b the controller via "0OM communication, as shown in the following figure! 'his distributes the job service load across multiple machines! +f desired, the controller can also run jobs!
+n addition to the preparations described in this section, ou must configure the m Primavera database to run the Project *rchitect job service! ,efer to ;0onfigure m Primavera to run the Project *rchitect job service< on page IED!
Prepare the %ontro$$er and D6S servers for insta$$ation and configuration Me sure to complete the following tas#s before ou install and configure "1S on the 0ontroller and servers
On the 0ontroller and all "1S servers, define the ;'emp< and ;'MP< variables in $nvironment variables %both 4ser variables and S stem variables&! S nchronize the s stem cloc#s of the 0ontroller and all "1S servers to have identical time stamps in the log files!
1>&
Insta$$ing the Distri#uted 6o# Service

Mefore installing the "istributed 1ob Service, identif the 0ontroller and servers %ma2imum IC&! +nstall the 1ob Service on each machine as described in ;+nstalling the 1ob Service and "istributed 1ob Service< on page EE7! On the 0ontroller, be sure to select the "istributed 1ob Service 0onfiguration option as shown in the following figure! (hen ou finish the installation, return to this section to configure user access!
Primavera recommends that the contro$$er and a$$ re$ated servers #e in the same net1or= domain, A$so0 each machine shou$d have Windo1s "??? SP' or Windo1s "??& as the operating s2stem,
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%onfigure Access to the Distri#uted 6o# Service

Mefore configuring "0OM and the "1S, ou must create users that have privileges to launch the 1ob Service, access the registr and path information on the 0ontroller, and access applications across the networ#! On the server that controls the domain in which the 0ontroller and "1S servers reside, perform the following stepsI 0reate a user group %e!g!, Prm1ob *dmins&! E :or the 0ontroller and each "1S server, add a user name to the user group ou just created! :or e2ample, ?ame of 0ontroller - 0ontroller4ser ?ame of ServerI %"0OM Server& - ServerI4ser ?ame of ServerE %"0OM Server& - ServerE4ser ?ame of Server7 %"0OM Server& - Server74ser 7 On the 0ontroller and each "1S server, add the group ou created to the Local *dministrator /roup! L +n the Securit tab of the "0OM 0onfiguration dialog, add the group ou created to each 0ustom permission!
/he examp$e a#ove i$$ustrates a mu$ti-user scenario, !ou can a$so configure sing$e-user access, Cor examp$e0 2ou cou$d create a sing$e domain user Ae,g,0 %ontro$$erUserB and add that user to the 8oca$ Administrator group on the %ontro$$er and each D6S server, /hen0 1hen configuring D%4+0 2ou cou$d use the %ontro$$erUser instead of the Prm6o# Admins user group sho1n a#ove,
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%onfigure D%4+ for the Distri#uted 6o# Service

'o configure "0OM for the "istributed 1ob Service, perform the following steps for the 0ontroller and each "1S server! I :rom the command line %or Start, ,un utilit &, run dcomcnfg! 'he "istributed 0OM 0onfiguration Properties dialog is displa ed! E +n the *pplications tab of the "istributed 0OM 0onfiguration Properties dialog, select \D$GEIBFI-G*JF-II"G-DB:LCC0C:FBC:I:], then clic# Properties!
1>9
7 +n the Properties dialog, /eneral tab, set the *uthentication Level to 0onnect!
+a=e sure the %ontro$$er and a$$ D6S servers are set to the same Authentication 8eve$, If desired0 2ou can set %onnect as the Defau$t Authentication 8eve$ in the Defau$t Properties ta# of the Distri#uted %4+ %onfiguration Properties dia$og,
L +n the Properties dialog, *pplications tab, select the ,un *pplication On 'his 0omputer option!
1>:
G +n the Properties dialog, Securit tab, select the following options as shown in the ne2t figure- 4se custom access permissions) 4se custom launch permissions) and 4se custom configuration permissions!
Se$ect the options as pictured, %$ic= )dit for each option to add users and groups to each custom permission,
F :or each custom permission t pe, clic# the associated $dit button and perform steps J-D! (hen ou have completed steps J-D for all three custom permission t pes, continue with Step IC! 'he ,egistr Nalue Permissions dialog opens!
Cor access permissions0 this fie$d sa2s A$$o1 Access, Cor $aunch permissions0 this fie$d sa2s A$$o1 8aunch, Cor configuration permissions0 this fie$d sa2s Cu$$ %ontro$,
1>;
J +n the ,egistr Nalue Permissions dialog, clic# *dd! 'he *dd 4sers and /roups dialog opens!
Cor access permissions0 se$ect A$$o1 Access, Cor $aunch permissions0 se$ect A$$o1 8aunch, Cor configuration permissions0 se$ect Cu$$ %ontro$,
B +n the *dd 4sers and /roups dialog, select the user group ou previousl created %in this e2ample, Prm1ob*dmins&! +n the ' pe of *ccess field, select *llow *ccess! 0lic# O3!
When 2ou repeat this step for the !se Custom Launch Permissions option 2ou se$ected in step (0 se$ect #llow Launch in the &ype o? #ccess fie$d, When 2ou repeat this step for the !se Custom Con?iguration Permissions option 2ou se$ected in step (0 se$ect 7ull Control in the &ype o? #ccess fie$d,
D +n the ,egistr Nalue Permissions dialog, clic# O3! 'he dialog closes! 'he Properties dialog, Securities tab should still be open!
If 2ou have not performed steps 9-> for a$$ three custom permissions Aaccess0 $aunch0 and configurationB se$ected in step (0 return to step 9, If 2ou have performed steps 9-> for a$$ three custom permissions0 continue 1ith step 1?,
1>>
IC +n the Properties dialog, +dentit tab, select the 'his 4ser option! $nter the Password for a user who has administrative privileges on the machine ou are using!
II 0lic# O3 to close the dialog! IE On the 0ontroller, launch the Services 0ontrol Panel! I7 +n the Services dialog, double-clic# the Primavera 1ob Service %1S"M& to open the Properties dialog!
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IL +n the Properties dialog, select 'his *ccount and enter the password of an administrative user on the 0ontroller!
Steps1"-1' ena#$e the D6S to use the name and pass1ord of the administrator 2ou specified during D%4+ configuration as the $aunching user for a$$ servers,
IG 0lic# O3 to close the dialog!
"?1
%onfigure the %ontro$$er and D6S servers

0onfigure the 0ontroller and "1S servers using the "istributed 1ob Services 0onfiguration tool! :ollow the instructions to access the configuration tool and configure the 0ontroller and "1S servers! I On the 0ontroller, run the "istributed1obs*dmin!e2e from the following file location- 0-9Program :iles90ommon :iles9Primavera 0ommon91obService91S0onfig! 'he "istributed 1ob Service 0onfiguration dialog opens %shown in the ne2t figure&
E +n the "istributed 1ob Service 0onfiguration dialog, clic# Mrowse! ?avigate to the 0-9Program :iles90ommon :iles9Primavera 0ommon91obService91S0onfig folder and select Prm1obSv6666!e2e, where 6666 e>uals the "M *lias of the database connection %in this e2ample, 6666 e>uals 1S"M as shown in the ne2t figure&!
"?"
7 +n the "istributed 1ob Service 0onfiguration dialog, clic# *dd! :or each server listed, select the e>uivalent Prm1obSv6666!e2e! 'he "istributed 1ob Service 0onfiguration dialog should appear similar to the ne2t figure!
Se$ect Disa#$ed to disa#$e the D6S on that machine, In this examp$e0 the %ontro$$er 1i$$ execute *o#s on the servers #ut not on itse$f,
If 2ou have a$read2 used the configuration too$0 a$$ servers 2ou previous$2 configured appear in the $ist of servers A#ottom grid of previous figureB,
L Set the Status %$nabled."isabled& for the 0ontroller and each "1S server!
!ou can disa#$e the D6S on an2 machine Ae,g,0 if 2ou 1ant to execute *o#s on$2 on the servers and not on the %ontro$$erB, .o1ever0 a disa#$ed machine ma2 sti$$ run *o#s if no ena#$ed machine is avai$a#$e Ae,g,0 due to net1or= pro#$emsB,
G 0lic# 'est to verif that the "0OM configuration and Prm1ob installation is wor#ing correctl on each machine!
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F +n the Ma2imum ?umber of m Primavera 1obs field, enter a value between C %zero& and the number of enabled "1S machines!
/he +aximum <um#er of m2Primavera 6o#s va$ue determines the num#er of m2Primavera *o#s that can #e run at one time, A$so0 this va$ue does not affect recurring *o#s set up using the 6o# Services dia$og in the Pro*ect +anagement modu$e,
J 0lic# Save Settings, 0lose! B ,eboot the 0ontroller and all "1S servers!
When the %ontro$$er restarts0 its *o# schedu$ing actions are $isted in the )vent Fie1er, 8og fi$es for a$$ *o#s are $ocated in the appropriate fo$der of the %ontro$$er Anot on the serversB, After 2ou re#oot the %ontro$$er and D6S servers0 if 2ou modif2 the D%4+ settings 2ou specified in L%onfigure D%4+ for the Distri#uted 6o# Service0M 2ou must re#oot the machineAsB on 1hich 2ou made the modifications,
"?'
6o# Service -egistr2 Settings

8ou can edit the registr settings that appl to the %"istributed& 1ob Service and the summarizer service %in both the 1ob Service and the Project Management module&! )dit ADistri#utedB 6o# Service registr2 settings ' pe @regedit@ in the Start, ,un utilit to open the ,egistr $ditor! +n the ,egistr $ditor, navigate to the following director M 0omputer9=3$8PLO0*LPM*0=+?$9 S8S'$M90urrent0ontrolSet9Services9Prm1obSv66669Parameters %where 6666 e>uals the "M *lias of the database connection&! 'he following table summarizes the 1ob Services registr settings! V1ob Service settingsW Setting ?ame and "escription $stablish"M0onnection,etr 0ount
?umber of times to tr to connect to database on startup!
"efault
7
Nalid ,anges.Nalues
I-IC
Ma2?um,ecurring1obs
'he ma2imum number of recurring jobs that can run simultaneousl !
I-%no ma2imum&
?on,ecurring1ob0leanup,ate
:re>uenc %in seconds& in which completed m Primavera jobs are removed from the database %I minute to J da s&!
7FCC
FC-FCLBCC
?on,ecurring1ob,efresh,ate
:re>uenc %in seconds& in which m Primavera jobs are loaded from the database!
I-7FCC
,ecurring1ob,efresh,ate
:re>uenc %in seconds& in which Project Management jobs are loaded from the database!
FCC
FC-ILLC
%onfiguring the Distri#uted 6o# Service :or more information about summarizer jobs, refer to ;*bout summarizer jobs and m Primavera< on page E7C!
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)dit registr2 settings for summari@er *o#s ' pe @regedit@ in the Start, ,un utilit to open the ,egistr $ditor! +n the ,egistr $ditor, navigate to the following director M 0omputer9=3$8PLO0*LPM*0=+?$9SO:'(*,$9Primavera! 8ou can add an of the following settings as " (ords and modif the defaults to the recommended value
/he fo$$o1ing settings app$2 to the 6o# Service and the Pro*ect +anagement modu$e,
VSummarizer settingsW Setting ?ame and "escription ?umProjectsSummarized*t*'ime

?umber of projects that can be summarized at the same time b the 1ob Service or the Project Management module! 'o achieve the best possible performance, Primavera recommends that the value of this setting R EC!
"efault
I

I-22
PreQuer SummarizablePct
'he percentage threshold that determines how the summarizer will anal ze a project5s need for summarization! +f the value of the e>uation shown below is less than the threshold, each project is considered for summarization individuall ! +f the value of the following e>uation is greater than the threshold, all projects to be considered for summarization are anal zed simultaneousl ! 'he e>uation that determines this behavior isX of projects to be summarized . X of projects user can accessHICC!
GC
C-ICC
Ma2"uration'oSummarize
'he ma2imum remaining duration, in hours, that an activit or activit assignment can have in order to be summarized! +f an activit or activit assignment has a remaining duration greater than this threshold, it is ignored during summarization! 'o ensure that all activities are summarized, Primavera recommends that the value of this setting R ICCCCC!
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Part
'
Primavera %$ient Insta$$ation and %onfiguration

In this part Insta$$ing %$ient +odu$es and Additiona$ %omponents %reating and -unning an Unattended Setup %hanging Settings Data#ase %onfiguration
%onfiguring Authentication +odes Administering Users and Securit2 Imp$ementing /imesheets Automatic Data#ase Upgrade
ead this part to install and configure the Primavera client modules, additional components, and the standalone version! 'he first chapter, +nstalling 0lient Modules and *dditional 0omponents, describes how to set up each module and component on a client wor#station! +f ou want to set up an automated installation rather than install the software manuall , read 0reating and ,unning an 4nattended Setup! +f ou are upgrading from a previous version of Primavera, read *utomatic "atabase 4pgrade! Once the modules are installed, read 0hanging "atabase 0onfiguration Settings to learn how to use the "atabase 0onfiguration utilit to modif database connection information, administer licensing, change user passwords, and configure private database user accounts! ,ead 0onfiguring *uthentication Modes to select a method for validating user access to modules! 'hen, read *dministering 4sers and Securit to learn how to use the Project Management module to set up user accounts to secure project data! +f ou installed 'imesheets, refer to +mplementing 'imesheets to set up users and timesheets!
Insta$$ing %$ient +odu$es and Additiona$ %omponents
"?>

,ead this chapter to install the Primavera In this chapter
Insta$$ing Data#ase %$ient Soft1are -unning the Setup Wi@ard Insta$$ing %$ient +odu$es Insta$$ing the 6o# Service and Distri#uted 6o# Service Insta$$ing the Soft1are Deve$opment Oit Insta$$ing Pro*ect8in= Insta$$ing andNor Upgrading the Stand-A$one Fersion
modules %Project Management, Portfolio *nal sis, and Methodolog Management&, additional components %1ob Service, Software "evelopment 3it, and ProjectLin#&, and the stand-alone version! ,un the Setup program on the client.des#top computers that will be used b project personnel! +nstall the Primavera client modules onl after ou install and configure the servers! 'he Setup wizard needs to connect to the database server when installing client modules! +f ou are upgrading from an e2isting installation, ou should first uninstall the previous version before ou install the new version %see ;*utomatic "atabase 4pgrade< on page 7LG&!
"1?
Part ': Primavera %$ient Insta$$ation and %onfiguration
Insta$$ing Data#ase %$ient Soft1are

Mefore ou install Primavera client modules, first install the client software for the database ou will be using! 'he database client software enables the client computer to connect over the networ# to the database on the server computer! +icrosoft S78 ServerN+SD) (hen ou install the Project Management module on a client computer, the Microsoft SQL Server client files necessar to connect to Primavera modules are also automaticall installed for ou! 8ou must use this method to install database client software if ou are using MS"$! Or, if ou are using Microsoft SQL Server, ou can also use our Microsoft SQL Server installation 0" to install the client networ# utilit ! +f ou are unfamiliar with this process, please contact our database administrator! 4rac$e 4se our Oracle installation 0" to set up an application user and configure our Oracle SQLH?$' or ?$'B client files to match our networ#! +f ou are unfamiliar with this process, please contact our database administrator!
)nsure that a$$ c$ients are configured to use /%PNIP as the defau$t net1or= protoco$,
"11
-unning the Setup Wi@ard

+f ou do not want to install the software manuall , ou can run an unattended setup! ,efer to ;0reating and ,unning an 4nattended Setup< on page ELJ!
+nstall the client modules %Project Management, Methodolog Management, and Portfolio *nal sis&, additional components %1ob Service, Software "evelopment 3it, and ProjectLin#&, and the stand-alone version b running the Setup wizard! 'he first several steps of the installation process are e2actl the same for all of these Primavera applications! 'hese preliminar steps are documented in this section! (hen ou complete the steps in this section, proceed to the section that contains the instructions for installing the module or component ou want to install! 8ou can install one or more modules! $ach module re>uires appro2imatel EC MM of dis# space! *dministrator rights are re>uired to install Primavera client modules on a computer running (indows ECCC Professional and (indows 6P!
/he net1or= protoco$ /%PNIP must #e insta$$ed on the c$ient computer, When 2ou insta$$ Primavera app$ications0 Primavera automatica$$2 insta$$s +DA% ",; A)ng$ish versionB if it is not present on 2our machine, If 2ou are insta$$ing Primavera app$ications on a machine running on a non-)ng$ish operating s2stem0 Primavera recommends that 2ou insta$$ the appropriate $anguage version of +DA% ",; #efore insta$$ing Primavera, /he Primavera insta$$er 1i$$ not over1rite the existing version of +DA% ",;, /o do1n$oad the correct +DA% version0 go to www5microso?t5com;downloads,
Pre$iminar2 steps for insta$$ing the c$ient modu$es0 additiona$ components0 and the stand-a$one version I +f ou are installing from a 0", insert 0" I! *n introductor screen should appear that provides installation options! +f the screen does not appear, or if ou are installing from a networ# location, double-clic# S$'4P!$6$ in the root folder of 0" I and s#ip Step E!
"1"
E 0lic# +nstall 0lient *pplications!
%$ic= <ext on each 1i@ard dia$og #ox to advance to the next step, %$ic= %ance$ at an2 time to exit the 1i@ard,
7 0lic# ?e2t on the (elcome screen! L $nter the product #e located on the 0" I label! +f ou are installing from a networ# location and are not sure what the product #e is, as# our s stem administrator!
G *ccept the license agreement!

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F +f ou want to install onl the client modules %Project Management, Methodolog Management, and Portfolio *nal sis&, choose Primavera 0lient *pplications! +f ou want to specif the client modules and additional components %including the 1ob Service, Software "evelopment 3it, and ProjectLin#& ou want to install, choose 0ustom! +f ou want to install the stand-alone version, choose Primavera Stand-alone!
Cor detai$ed instructions on insta$$ing an additiona$ component individua$$20 refer to its section in this chapter,
"1'
J $nter or select the destination folder for the client modules!
B $nter or select the destination folder for Primavera common files!
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D Proceed to the section that contains installation instructions for the module or component ou want to install:or client modules, continue with ;+nstalling 0lient Modules< on page EIF! :or the 1ob Service, continue with ;+nstalling the 1ob Service and "istributed 1ob Service< on page EE7! :or the Software "evelopment 3it, continue with ;+nstalling the Software "evelopment 3it< on page E77! :or ProjectLin#, continue with ;+nstalling ProjectLin#< on page E7D! :or the stand-alone version, continue with ;+nstalling and.or 4pgrading the Stand-*lone Nersion< on page ELE!
"19
Insta$$ing %$ient +odu$es

0omplete the following steps to install the Project Management, Methodolog Management, and.or Portfolio *nal sis modules!
/he fo$$o1ing instructions assume 2ou are insta$$ing the c$ient modu$es on$2 and that 2ou have comp$eted the steps detai$ed in LPre$iminar2 steps for insta$$ing the c$ient modu$es0 additiona$ components0 and the stand-a$one versionM on page "11,
Insta$$ one or more modu$es I "eselect the modules ou do not want to install! M default, each module is selected!
E $nter or select the group name in which the Primavera client icons will be stored on the Start menu! +f ou ma#e no changes, these icons are stored under Programs, Primavera! 7 0lic# +nstall to begin the installation! (hen the installation is complete, ou are prompted to configure the database connection%s&!
"1:
L Select the driver t pe for the Primavera database! +f ou are installing the Project Management module, ou must configure the client5s connection to the project management database! +f ou are installing the Methodolog Management module, ou must configure a connection to the methodolog management database! +f both are being installed, ou are prompted to configure the project management database connection first!
"1;
G 0onfigure the database connection settings! +f ou are configuring Microsoft SQL Server or MS"$, t pe the database host name and database name! 'he database name was specified when the database was created! 'he host name is the name of the computer or +P address where Microsoft SQL Server is installed!
+f ou are configuring Oracle, t pe the Oracle database name!
"1>
F $nter our public login information!
J 0lic# ?e2t to test the database connection!
B 0lic# :inish to complete the database connection setup! +f ou chose to install both the Project Management and Methodolog Management modules, the "atabase 0onfiguration wizard starts again so ou can configure the connection to the methodolog management database!
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D 0lic# :inish to complete the installation! IC Open the Project Management module and set the base currenc that will be used to calculate cost values across all projects in the database %as described in the ne2t section, ;Setting the Mase 0urrenc <&!
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Setting the ase %urrenc2

'he base currenc is the monetar unit used to store cost data for all projects in the database and is controlled b a global administrative setting in the Project Management module! 'he default base currenc for Primavera is dollars %^&! 'he view currenc is the monetar unit used to displa cost data in Primavera and is controlled b a user preference! 'he e2change rate for the base currenc is alwa s I!C! (hen a user selects a different currenc than the base currenc to view cost data, the base currenc value is multiplied times the current e2change rate for the view currenc to calculate the values displa ed in cost and price fields! :or e2ample, if the base currenc is 4!S! "ollars, the view currenc is $uros, and the e2change rate for $uros is !JG, a value of ^IC stored in the database is displa ed as J!G $uros in cost and price fields! Similarl , if ou enter J!G $uros in a cost or price field, it is stored in the database as ^IC! (hen data is displa ed in a view currenc that is different than the base currenc , some cost and price values ma var slightl %e!g!, due to rounding&! *s long as the correct base currenc is selected, a user can view completel accurate cost and price data b changing the view currenc to match the base currenc !
!4U +US/ S)/ /.) AS) %U--)<%! I++)DIA/)8! AC/)- I<S/A88A/I4< IS %4+P8)/) IC !4U D4 <4/ WA</ US D488A-S AKB /4 ) /.) AS) %U--)<%!, I/ IS <4/ P4SSI 8) /4 %.A<G) /.) AS) %U--)<%! 4<%) P-46)%/S A-) I< P-4G-)SS,
/o set the #ase currenc2: I :rom the Start menu choose Programs, Primavera, Project Management! E 0hoose Open /lobal "ata! 7 0hoose *dmin, 0urrencies! 'he 0urrencies dialog bo2 lists the base currenc %4S"& and all predefined view currencies! L Select the base currenc %4S", the top currenc listed&! G +n the /eneral tab, enter or edit the new base currenc 5s +", name, and s mbol! 'he e2change rate for the base currenc is alwa s one!
"""
'he data will be automaticall updated in the dialog each time ou clic# in a different field! F 0lic# the *ppearance tab to further define how the currenc is displa ed! J 0lic# 0lose!
If 2ou 1ant to vie1 costs in the o$d #ase currenc20 2ou 1i$$ need to add it to the $ist of avai$a#$e currencies,
/o change the #ase currenc2 from US do$$ars to )uros0 for examp$e0 se$ect the #ase currenc2 AUSDB0 then enter the information for )uros in the Genera$ ta#, US do$$ars 1i$$ no $onger #e avai$a#$e as a currenc2, If 2ou 1ant to #e a#$e to vie1 costs in US do$$ars0 c$ic= Add to add US do$$ars as a vie1 currenc2,
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Insta$$ing the 6o# Service and Distri#uted 6o# Service

'he 1ob Service enables ou to automate certain functions in the Project Management module! 8ou can appl actuals, run a batch report, e2port projects, schedule projects, and summarize projects! 'hese operations run in the bac#ground at specified intervals! 'he 1ob Service runs as a (indows ECCC.ECC7 service and can support an unlimited number of jobs, each with its own schedule of e2ecution! 1obs are defined in the Project Management module and stored in the organization5s project management database! +f ou are wor#ing with more than one project management database, ou can run jobs for all of the databases from one (indows ECCC %SPL&.ECC7 server machine b installing multiple instances of the 1ob Service, as described in this section!
:or more information on the distributed job service, refer to ;0onfiguring the "istributed 1ob Service< on page IDI! +n addition to installing the job service, ou must configure the m Primavera database to run the Project *rchitect job service! ,efer to ;0onfigure m Primavera to run the Project *rchitect job service< on page IED!
+f ou want to be able to run multiple jobs simultaneousl on separate servers, ou can install the "istributed 1ob Service on a controller server that manages the 1ob Service and distributes jobs to the 1ob Service servers! Insta$$ the 6o# Service 0omplete the following steps to install the 1ob Service and.or "istributed 1ob Service!
/he fo$$o1ing instructions assume 2ou are insta$$ing the 6o# Service on$2 and that 2ou have comp$eted the steps detai$ed in LPre$iminar2 steps for insta$$ing the c$ient modu$es0 additiona$ components0 and the stand-a$one versionM on page "115
I +n the Other 0omponents section, e2pand the 1ob Service option and choose the t pe of job service to install! 0hoose 1ob Service when[ [ ou want to install the non-distributed 1ob Service %single server onl & ou want to use the "istributed 1ob Service but the machine on which ou are installing is ?O' the controller server!
0hoose "istributed 1ob Service 0onfiguration onl when ou want to use the "istributed 1ob Service and the machine on which ou are installing is the controller server!
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If 2ou 1ant to run 6o# Service *o#s in a $anguage other than )ng$ish0 2ou must insta$$ the Pro*ect +anagement modu$e on the 6o# Service machine, !ou can insta$$ it a$ong 1ith the 6o# Service0 or 2ou can insta$$ it at another time, After the app$ications are insta$$ed0 refer to LSpecif2 a different $anguage for the 6o# ServiceM on page "&" for detai$ed instructions,
Setup 1i$$ verif2 that the user has administrator rights on the computer, If the user does not have administrator rights0 the Setup 1i@ard 1i$$ end,
E ' pe the database alias! 0lic# the More button if ou want to add more than one service! 8ou can create multiple instances of the 1ob Service, which enables ou to run multiple job services for all project management databases from one (indows ECCC %SPL&.ECC7 server machine! 0reate one job service instance for each database!
When insta$$ing mu$tip$e instances of the 6o# Service0 2ou shou$d first stop a$$ existing *o# services, :or more information on running jobs on multiple databases using the 1ob Service, see ;,unning 1ob Services on Multiple "atabases< on page EED! Primavera - Administrators Guide
'he 1ob Service uses the "M alias to connect to the database server!
""(
"o not use dashes as part of the "M alias) otherwise, an error will occur!
7 $nter or select the program folder! L 0lic# +nstall to begin the installation! G 0hoose the database server t pe- Oracle or Microsoft SQL Server. MS"$!
""9
F +f ou are connecting to Oracle, t pe the Oracle connect string %database name&, which can be found in the '?S?*M$S!O,* file!
+f ou are connecting to Microsoft SQL Server or MS"$, t pe the database name and specif the server computer name!
"":
J $nter public login information!
B 0lic# ?e2t to validate the database connection!
"";
'he "M alias that ou specified is created!
D 0lic# :inish! 8ou are prompted to test the 1ob Service alias!
If 2ou are insta$$ing on a S)-F)- machine in a Distri#uted 6o# Services environment0 D4 <4/ c$ic= the /est #utton as descri#ed in the fo$$o1ing step,
IC 0lic# 8es to test the database connection! +f the test fails, ou can still continue the installation! II 0lic# :inish! Once the 1ob Service is installed on our computer and it is able to successfull connect to the database, the service will periodicall run an user-defined jobs that are scheduled in the Project Management module!
"">
-unning 6o# Services on +u$tip$e Data#ases

Once ou have installed a separate job service instance for each project management database, ou can appl actuals, run a batch report, e2port projects, schedule, or summarize all of the databases from one (indows ECCC %SPL&.ECC7 server machine! Log into the Project Management module and select one of the project management databases that ou want to summarize!
%hoose the a$ias for one of the data#ases 2ou 1ant to summari@e,
+n the Project Management module, choose 'ools, 1ob Services! *dd the job service ou want to run for that database! 'o set up another job service for a second project management database, e2it the Project Management module! Log in again and choose a different project management database b selecting its database alias! +n the 1ob Services dialog bo2, add the job for the currentl open database!
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A#out summari@er *o#s and m2Primavera ,esource Management functions in m Primavera that use summar data rel on the creation of current enterprise resource records! $ach record is the sum of all assignments for a resource! 'o ensure that enterprise records are current, use the methods below when summarizing projects!
Summarize the project from within m Primavera! m Primavera summarizer jobs alwa s update the enterprise records for resources in the selected project! +n the client.server module, login as *dmin Superuser and create a summarizer job to generate enterprise resource records for all resources in the specified projects! +n the client.server module, if using the menu options to summarize, a registr #e must e2ist for enterprise resource records to be created! 'o ma#e the #e , add $nterpriseSummaries as a " (ord under =3$8PLO0*LPM*0=+?$.SO:'(*,$.Primavera and modif the setting value to %I&!
:or more information on registr settings for summarizer jobs, refer to ;$dit registr settings for summarizer jobs< on page ECG!
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%onfigure the 6o# Service to send *o#s direct$2 to a printer 'o send jobs directl to a printer, ou must run the 1ob Service using an administrator account rather than the general s stem account! On the machine running the 1ob Service, complete the following steps to login to the 1ob Service using our administrator user name and password! I :rom the 0ontrol Panel, select *dministrative 'ools, Services! E "ouble-clic# the Primavera 1ob Service! 7 +n the Primavera 1ob Service Properties dialog, select the Log On tab! L Select the 'his *ccount option and enter the account and password of an administrative user! G 0lic# *ppl , O3!
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Specif2 a different $anguage for the 6o# Service 8ou can specif the output language for 1ob Service jobs! 0omplete the following steps to specif a language other than $nglish! I 0omplete the steps in the previous section, ;0onfigure the 1ob Service to send jobs directl to a printer,< to login to the 1ob Service using our administrator account rather than the s stem account! E +f ou did not install the Project Management module when ou installed the 1ob Service %as described in Step I on page EE7&, install the Project Management module on the 1ob Service machine! :or detailed instructions on installing the Project Management module, refer to ;+nstalling 0lient Modules< on page EIF! 7 *fter the Project Management module is installed and the database configured, start the module b choosing Programs, Primavera, Project Management from the Start menu! L Login to the Project Management module using the same administrator account ou used to login to the 1ob Service! G On the (elcome dialog, choose Open /lobal "ata Onl ! F 0hoose 'ools, Set Language, then select the desired language!
/he 6o# Service 1i$$ run *o#s in the se$ected $anguage assuming that the 6o# Service continues to run using the administrator account 2ou used to $ogin in Step 1, If0 at an2 time0 a different $ogin is specified0 2ou must repeat these steps using the a$ternate $ogin, !ou cannot run 6o# Service *o#s in a different $anguage using the $oca$ s2stem account,
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Insta$$ing the Soft1are Deve$opment Oit

'he Software "evelopment 3it %S"3& ma#es Primavera data available for use b e2ternal applications! +n addition to data, the S"3 provides application business rules and calculated values, and enforces application securit ! 'he S"3 supports the Open "atabase 0onnectivit %O"M0& standard for connecting to the project management database! O"M0compliant interfaces, such as OL$-"M and 1"M0, are also supported! Insta$$ the Soft1are Deve$opment Oit 0omplete the following steps to install the Software "evelopment 3it!
/he fo$$o1ing instructions assume 2ou are insta$$ing the Soft1are Deve$opment Oit on$2 and that 2ou have comp$eted the steps detai$ed in LPre$iminar2 steps for insta$$ing the c$ient modu$es0 additiona$ components0 and the stand-a$one versionM on page "11,
I +n the Other 0omponents section, 0hoose Software "evelopment 3it!
E 0lic# +nstall!
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7 0lic# O3 after reading the e2planation of the remaining process! 8ou will be creating a "M alias named PMS"3 for use with the S"3! 8ou will then create an O"M0 user data source name %"S?& called PrimaveraS"3! 'he O"M0 "S? will use the "M alias to connect to the project management database!
L Select the driver t pe of our database server! 8ou can select Oracle or Microsoft SQL Server.MS"$!
"&(
G ' pe the connection information as re>uired for our database t pe! +f ou are configuring Oracle, t pe the Oracle connect string!
+f ou are configuring Microsoft SQL Server or MS"$, t pe the database name and server computer name!
"&9
F $nter our public login information!
J 0lic# ?e2t to validate the database connection!
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B +f the connection was successful, a "M alias named PMS"3 was created! 0lic# :inish! +f the connection was not successful, clic# Mac# to re-enter the database information!
D Nerif that the O"M0 connection values are correct for our database, and clic# O3! *n O"M0 "S? named PrimaveraS"3 is created!
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Once the S"3 is installed on our computer, ou can connect to the project management database using the O"M0 "S?! 'he S"3 documentation is located in our 9Program :iles90ommon :iles9Primavera 0ommon9PMS"39"oc folder!
/o access the SDO0 2ou need to #e added as a user 1ith Admin Superuser access rights or #e assigned the g$o#a$ privi$ege Fie1 A$$ G$o#a$NPro*ect Data via SDO, /he SDO documentation can #e read using a We# #ro1ser, 4pen the I<D)G,./+ fi$e to vie1 the ta#$e of contents for the documentation,
"&>
Insta$$ing Pro*ect8in=
ProjectLin# is a plug-in that enables Microsoft Project %MSP& users to wor# in the MSP environment while being connected to Primavera@s enterprise features! 'he functionalit enables MSP users to open.save projects from.to the Project Management module database from within the MSP application! (ith ProjectLin#, MSP users have the abilit to invo#e Primavera@s resource management within the MSP environment! ProjectLin# enables users to utilize MSP for dail project maintenance while also having access to the enterprise capabilities available within Primavera applications! Insta$$ Pro*ect8in= 0omplete the following steps to install ProjectLin#!
/he fo$$o1ing instructions assume 2ou are insta$$ing Pro*ect8in= on$2 and that 2ou have comp$eted the steps detai$ed in LPre$iminar2 steps for insta$$ing the c$ient modu$es0 additiona$ components0 and the stand-a$one versionM on page "11,
I +n the Other 0omponents section, choose Project Lin#!
E $nter or select the program folder! 7 0lic# +nstall!
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L 0lic# :inish when the download is complete! *fter ou have successfull completed the installation, Primavera ProjectLin# will appear as a toolbar in Microsoft Project! 8ou can also choose 'ools, Primavera ProjectLin# in Microsoft Project to access an ProjectLin# dialog bo2! ProjectLin# =elp is automaticall installed in the same folder in which ou installed the program! 8ou can also access ProjectLin# =elp b clic#ing the help icon in an ProjectLin# dialog bo2!
"'1
)nsuring Access to Pro*ect8in=

*ccess to ProjectLin# is user-specific, not machine-specific! Onl the user that installs ProjectLin# on a machine can use ProjectLin# on that machine! :or e2ample, a t pical computer will have multiple defined users %e!g!, *dministrator, *ll 4sers, U4ser ?ameT&! +f ProjectLin# is installed b the @*dministrator@ user, onl the @*dministrator@ user can view.access ProjectLin# in Microsoft Project) when an other user logs in on that machine, ProjectLin# is not visible! 'o ensure that users can access ProjectLin# on their computer, ou should allow users to ph sicall install ProjectLin# through the +nstall wizard as previousl described in this section! +f it is not possible for each user to ph sicall install ProjectLin# %e!g!, the administrator performs the install for all users&, ou can enable access to ProjectLin# on a user5s computer b performing the following steps after ProjectLin# is installedI On the user5s computer, log in using the same login that was used to install ProjectLin# %e!g!, @*dministrator@&! E 4sing the Start, ,un utilit , t pe regedit and clic# O3! 7 +n the ,egistr $ditor, navigate to the following director =3$8P04,,$?'P4S$,9Software9Microsoft9Office9MSProject9 *ddins L Select the PM*ddin!Primavera*ddin folder! G 0hoose ,egistr , $2port ,egistr :ile! F $2port the registr file to a location on the user5s computer that the user can access %e!g!, c-9UuserT9M "ocuments&! J Login to the user5s computer with the user5s login! B ,epeat steps E and 7! D 0hoose ,egistr , +mport ,egistr :ile! IC +mport the registr file ou e2ported in step F! 'he user should now be able to access ProjectLin# on the local machine!
"'"
Insta$$ing andNor Upgrading the Stand-A$one Fersion

Mefore ou begin, ma#e sure our computer is running (indows ECCC %SPL&, (indows ECC7, or (indows 6P %SPE&! *lso, even though ou are running Primavera as a stand-alone product, a networ# interface card or modem must be installed and '0P.+P networ#ing software must be running on the computer! +f ou are upgrading from a previous version, the +nstall wizard will upgrade our e2isting +nterbase database to an MS"$ database for ou!
If 2ou are upgrading 2our existing Inter#ase data#aseAsB0 D4 <4/ uninsta$$ Inter#ase #efore running the Primavera Standa$one insta$$Nupgrade, !ou can uninsta$$ Inter#ase after 2our existing data#ases have #een upgraded to +SD), Primavera recommends that 2ou ma=e a #ac=up cop2 of 2our Inter#ase data#ase AU,gd# fi$eB #efore 2ou upgrade the data#ase to +SD), Whi$e 2our existing U,gd# fi$e 1i$$ most $i=e$2 not #e damaged during the upgrade process0 a #ac=up cop2 1i$$ ensure that no pro*ect data is $ost, e sure 2ou chec= in an2 pro*ects that are chec=ed out #efore 2ou upgrade the data#ase, When insta$$ing Primavera on Windo1s "??? or GP0 2ou must have administrator rights to 2our computer, See 2our net1or= administrator for more information or contact Primavera %ustomer Support,
Insta$$Nupgrade the stand-a$one version 0omplete the following steps to install.upgrade the Primavera stand-alone version!
/he fo$$o1ing instructions assume 2ou are insta$$ing or upgrading the stand-a$one version on$2 and that 2ou have comp$eted the steps detai$ed in LPre$iminar2 steps for insta$$ing the c$ient modu$es0 additiona$ components0 and the stand-a$one versionM on page "11,
"'&
I +f ou want to install sample projects, mar# the chec#bo2 ne2t to Sample Projects!
E Select the group name in which the Primavera icons will be stored on the Start menu! +f ou ma#e no changes, these icons are stored under Programs, Primavera!
If 2ou are upgrading from a previous version0 2ou ma2 #e prompted that a Primavera fo$der a$read2 exists, %$ic= !es to insta$$ version (,? in this fo$der,
"''
7 Mrowse to the location of the L+0$?S$!'6' file! * license #e file is re>uired to use the software and should have been provided via e-mail or dis#ette! +f ou are upgrading from a previous version, clic# Mrowse to select our project management and.or methodolog management +nterbase databases! 8our e2isting +nterbase databases will be converted to MS"$ databases under the@ MS"$ %Primavera&@ instance!
L 0lic# +nstall to begin the installation.upgrade! "uring the installation, the setup program automaticall installs and configures Microsoft SQL Server "es#top $ngine %MS"$&! 'he setup also installs.upgrades the project management and methodolog management databases!
If +SD) is a$read2 present on 2our computer0 the setup 1i$$ create a separate +SD) instance named Primavera,
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G *fter the installation is complete, ou must restart our computer before ou can use the software! 0hoose to restart our computer now or later, then clic# :inish!
8ou can launch a module b clic#ing Start, Programs, Primavera, then select the module of our choice!
F $nter the product #e located on the 0" I label!
J *ccept the license agreement! B 0hoose Standalone!
D *ccept the default installation folder or clic# Mrowse to specif a different folder!
IC *ccept the default location for Primavera common files or clic# Mrowse to specif a different folder!
II
%reating and -unning an Unattended Setup
"(&
!ou shou$d not inc$ude the 6o# Service or Distri#uted 6o# Service 1hen configuring an unattended setup un$ess 2ou are creating an unattended setup that 1i$$ on$2 #e run on server machines that 2ou intend to use as 6o# Service or Distri#uted 6o# Service servers,
IE *ccept the default location for Primavera program icons or select. t pe a different folder name!
I7 0lic# +nstall to begin the installation!
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IL (hen the installation is complete, ou will be prompted to configure the database connection! 0lic# 8es! IG 0hoose the database t pe, either Oracle or Microsoft SQL Server. MS"$!
IF +f users will be connecting using SQL Server, enter the server host name and the database name!
"((
+f users will be connecting using Oracle, enter the Oracle connection string!
efore 2ou enter the data#ase information0 confirm that a$$ users 1ho 1i$$ #e running the unattended setup have access to the specified data#ase,
IJ $nter the public username and password for the database connection!
IB 0lic# ?e2t to validate the database connection! +f the connection is not valid, ou can go bac# and change our settings!
"(9
ID 0lic# :inish!
EC +f ou chose to include the Methodolog Management module in the unattended installation, repeat steps IL-ID to configure the methodolog management database! EI 0op and paste the contents of the folder ou created in Step E to a networ# location accessible to all computers that need to run the unattended setup! 'his folder should contain the contents of 0" I as well as the @setup!iss@ and @setup!log@ files! ,efer to the ne2t section for instructions on running an unattended setup on a client machine!
"(:
-unning an Unattended Setup

*n unattended setup is a special installation program that uses the configuration file ou or another administrator created in the previous section %;0reating 4nattended Setup :iles< on page ELB& to suppl information such as the module to be installed, the database connection settings, and the destination folders for the installation! 'his configuration file is t picall named @setup!iss)@ however, the administrator who created the configuration file ma have provided a different name! ,unning an unattended setup saves ou time and effort, and it ensures that ever Primavera client module is configured identicall at setup! +f the @setup!iss@ %or e>uivalent& file has been stored on a networ# server, ou can run the unattended setup from an client computer with a networ# connection to that server!
/he Rsetup,issR Aor e3uiva$entB fi$e and the contents of %D 1 must #e stored in the same fo$der on the net1or= server,
*s an administrator, ou have several options for installing Primavera on client machines using the unattended setup! :or e2ample, ou can ph sicall run the unattended setup on each machine, write scripts that will run the unattended setup on the client machines ou specif , or provide these instructions to users who can run the unattended setup on his.her computer!
/he fo$$o1ing instructions assume that an administrator or the o1ner of the c$ient computer is ph2sica$$2 running the unattended setup from the c$ient computer, A$so0 as an examp$e0 the fo$der containing the re3uired fi$es is named VPrimaveraEinsta$$0V the setup fi$e is named Rsetup,iss0R and the $og fi$e is named Rsetup,$og,R /he administrator 1ho configured the unattended setup ma2 have provided different names,
"(;
-un an unattended setup I On the client computer, open a command line b choosing Start, ,un! ' pe @cmd@ and clic# O3! E $nter a command line that will access the director on the networ# server that contains the 0" I files, the @setup!iss@ file, and the @setup!log@ file! :or e2ample,
cd e:DPrimaveraEinsta$$
+f ou are unsure of the location of the unattended setup file, refer to our s stem administrator! 7 $nter a command line to run the unattended setup, where pathname R the director ou accessed in Step E %e!g!, PrimaveraPinstall&! :or e2amplesetup,exe Ns Nf1Ve:DpathnameDsetup,issV Nf"Vc:DpathnameDsetup,$ogV
'he Primavera installation launches automaticall ! 8ou will not see a dialog bo2) however, a Primavera tas#bar icon indicates that the installation is in progress! 'he installation is complete when the tas#bar icon closes! L 0onfirm that the files were successfull installed b navigating to the appropriate folder on the local drive! M default, Primavera applications are installed in c-9Program :iles9 Primavera! 'he administrator who configured the unattended setup ma have supplied a different default installation folder! +f the Primavera applications were not installed, or if ou cannot run a Primavera application, contact our s stem administrator! *ll errors are logged in the @setup!log@ file %or e>uivalent&!
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'he "atabase 0onfiguration wizard enables In this chapter
%hanging Data#ase %onnection Settings Performing Administrative /as=s
ou to alter database connection settings for Primavera client modules! 'his chapter describes how to change database connection settings, configure licenses, change user passwords, and administer login names and passwords!
"9?
%hanging Data#ase %onnection Settings

4se the "atabase 0onfiguration wizard to change connection settings for a client module if our database server configuration changes! :or e2ample, if the database is moved to a new server, run the "atabase 0onfiguration wizard to configure the connection to the new server!
!ou must a$1a2s #ro1se for the $ocation of the modu$es I<I fi$e 1hen 2ou run the Data#ase %onfiguration 1i@ard 1ith the stand-a$one version of Primavera, /o #e a#$e to change data#ase connection settings0 the Data#ase %onfiguration 1i@ard must access the modu$es initia$i@ation AI<IB fi$e, /his fi$e is $ocated in the modu$es fo$derJ for examp$e0 the I<I fi$e for the Pro*ect +anagement modu$e is P+,I<I, If the 1i@ard cannot $ocate the modu$es I<I fi$e0 2ou 1i$$ #e prompted to #ro1se for it,
%hange data#ase configuration settings I :rom the client computer5s des#top, clic# Start, then choose Programs, Primavera, =elp and 4tilities, "atabase 0onfiguration! +f ou are running the stand-alone version of Primavera, clic# Start, then choose Programs, Primavera, License and "atabase 0onfiguration! E 0lic# ?e2t on the (elcome dialog bo2! +f ou are running the stand-alone version of Primavera, in the Select +?+ :ile dialog bo2, select 4se +?+ Settings, then clic# Mrowse to search for the module5s +?+ file! 0lic# ?e2t!
7 0hoose 0onfigure M "atabase 0onnection!
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L 0hoose the appropriate database!
G Select the alias and driver t pe of the database! +f ou are changing the alias or database driver, t pe the new alias or select the new driver t pe!
"9"
F ' pe the new connection settings for the database! +f the client computer is connecting to an Oracle database, t pe the connection string, which can be found in the '?S?*M$S!O,* file!
"9&
+f the client computer is connecting to Microsoft SQL Server or MS"$, t pe the server host name and the database name!
J ' pe the public login information! 'he public login is used b module users to connect to the database!
"9'
B 0lic# ?e2t to test the connection! +f the test connection fails, ou can ignore the error or clic# Mac# to correct the settings now!
D 0lic# :inish!
+f ou create a new "M alias for a module, the module5s +?+ file is updated to reflect the change! +f multiple modules are installed on one client computer, changing the "M alias for one module does not affect the other modules!
"9(
+f ou change the database connection settings for a "M alias and multiple modules share that alias to access the database, our changes affect all the modules that share the alias!
"99
Performing Administrative /as=s

4se the "atabase 0onfiguration wizard to configure application licensing, change user passwords, and administer private database logins! +f ou want to configure application licensing, ou can use the wizard to connect to the database and store the license in the database! 8ou can store two t pes of licenses using the "atabase 0onfiguration wizard- the new license ou receive from Primavera when ou implement a new or upgraded Primavera installation) or, the incremental license ou receive from Primavera when ou purchase additional users for our e2isting license! 8ou can also use the "atabase 0onfiguration wizard to change the passwords of module user logins! ?ote that these logins are not database logins but are the Primavera logins that are administered using the Project Management module! Private database logins are used primaril b administrators to gain direct access to a database! :or e2ample, the privileged user login that ou use to access the database is a private database login! 8ou can modif e2isting logins or create new ones using the "atabase 0onfiguration wizard! -un the Data#ase %onfiguration 1i@ard (hether ou are configuring application licensing, changing user passwords, or administering private database logins, most of the steps re>uired to perform these administrative tas#s are the same! 0omplete the following steps to perform all of these tas#sI :rom the client computer5s des#top, clic# Start, then choose Programs, Primavera, =elp and 4tilities, "atabase 0onfiguration! +f ou are running the stand-alone version of Primavera, clic# Start, then choose Programs, Primavera, License and "atabase 0onfiguration! E 0lic# ?e2t on the (elcome dialog bo2! +f ou are running the stand-alone version of Primavera, in the Select +?+ :ile dialog bo2, select "o ?ot 4se +?+ Settings! 0lic# ?e2t and s#ip to step L!
"9:
7 0hoose *dministration 'as#s!
L 0hoose the appropriate administrative tas#!
"9;
G Select the appropriate database!
F ' pe the name and password of a privileged database user! 'his login should have administrative rights on the database!
J 0omplete the following instructions that correspond to the administrative tas# ou are performing-
"9>
/o configure app$ication $icensing: 8ou can paste a license or load one from a file! 'o paste a new license in place of the old license, cop the license, clic# Paste, and clic# 8es to overwrite the old license! 'o add a license from a file, clic# Load from :ile! 0lic# :inish to close the wizard!
After app$2ing an2 $icensing changes that affect m2Primavera0 the app$ication server hosting m2Primavera must #e restarted #efore the changes 1i$$ ta=e effect,
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/o change user pass1ords: Select the module login and set its new password! 0lic# O3, then clic# :inish to close the wizard!
/o administer private data#ase $ogins: ,eview the e2planation of private database logins and clic# ?e2t! 'o modif the settings for a login, clic# the appropriate cell and t pe the new value! 'o add a new login, clic# *dd! 'o delete a login, select the login and clic# "elete! 0lic# :inish to close the wizard!
%onfiguring Authentication +odes
":1

'his chapter describes the Primavera authentiIn this chapter
Authentication in Primavera Process 4vervie1 %hoosing an Authentication Scheme 8ogin Procedures and Authentication
cation modes, outlines the steps re>uired to implement an authentication scheme, and e2plains how to use the configuration wizard to specif the mode ou want to use for client. server and (eb modules!
":"
Authentication in Primavera
' picall , within an organization, user access to software applications is managed through authentication and authorization mechanisms! Simpl put, authentication is the process of validating user identit and authorization is the mechanism used to control access to specific resources or data! Primavera supports three authentication modes- ?ative %the original Primavera authentication scheme&, Single Sign On, and L"*P!
?ative ?ative authentication is the default mode for all Primavera modules! +n this mode, when a user attempts to log in to a Primavera module, authentication is handled directl through the module with the Primavera database acting as the authorit ! Single Sign On Single Sign On authentication, which provides access control for (eb applications, is available for /roup Server and m Primavera! +n this mode, when a user attempts to log in to a Primavera module %protected resource&, a (eb agent intercepts the re>uest and prompts the user for login credentials! 'he user5s credentials are passed to a polic server and authenticated against a user data store! (ith Single Sign On, a user logs on onl once and is authenticated for all (eb applications for the duration of the browser session %provided that all (eb applications authenticate against the same polic server&! L"*P %Lightweight "irector *ccess Protocol& L"*P is director -based authentication and is available for client. server and (eb applications! +n this mode, when a user attempts to log in to a Primavera module, the user5s identit is confirmed in an L"*P-compliant director server database!
If the Pro*ect +anagement modu$e is configured for Sing$e Sign 4n or 8DAP authentication0 a$$ Pro*ect +anagement modu$e app$ications Ae,g,0 Update ase$ine0 %$aim DiggerB or third-part2 app$ications Ae,g,0 PertmasterB that uti$i@e the Primavera Integration API must #e separate$2 configured for Sing$e Sign 4n or 8DAP authentication using the API AdminApp *ava uti$it2, Cor more information on the API0 refer to the Prima era Entegration #PE #dministrator8s 'uide on the Integration API insta$$ation %D,
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,egardless of the authentication scheme ou choose, Primavera controls user authorization though the project management or methodolog management database! :or details about user authorization, see ;*dministering 4sers and Securit < on page EBJ!
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Process 4vervie1
M default, all Primavera modules are installed using ?ative authentication! *fter ou install Primavera client.server modules and additional components, ou can choose a different authentication scheme! 'o specif an authentication scheme/he or$and Data#ase )ngine and the data#ase c$ient soft1are must #e insta$$ed on the machine used to run the Authentication %onfiguration 1i@ard,
,un the *uthentication 0onfiguration wizard to choose an authentication mode for the project management database %PM"M& and, if applicable, methodolog management database %MM"M&! 0onfigure settings in the 'imesheets (eb site file erpsB6F!html! :or information, see ;0onfiguring the /roup Server for 'imesheets< on page FD! 0onfigure m Primavera administrative settings! :or information, see ;+nstalling m Primavera< on page ICG!
If 2ou are upgrading from a previous version of Primavera soft1are0 refer to the procedures in LAutomatic Data#ase UpgradeM on page &'( #efore running the Authentication %onfiguration 1i@ard,
*uthentication mode is database-driven, so the *uthentication 0onfiguration wizard enables ou to first specif a database connection setting, then choose authentication modes for the modules that access that database! *lthough the wizard prompts ou to separatel choose an authentication mode for client.server modules and (eb modules, ou must use a consistent authentication scheme within the Primavera suite when choosing ?ative authentication) that is, both client.server and (eb modules must use ?ative mode! L"*P authentication can be used for both client.server and (eb modules, or L"*P client.server authentication can be combined with Single Sign On, which is available onl for (eb modules! :or L"*P authentication, the configuration utilit also enables ou to specif L"*P servers, map L"*P attributes to Primavera database fields, and provision users!
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%hoosing an Authentication Scheme

*fter installing Primavera, use the *uthentication 0onfiguration wizard to set up an authentication scheme, which includes one or more of the following steps
Selecting an authentication mode
0onfiguring L"*P servers
Provisioning L"*P user information to a Primavera database
"epending on the authentication modes ou select for client.server and (eb modules, the wizard guides ou through the applicable steps! (hen initiall configuring Primavera modules to use L"*P mode for either client.server or (eb modules, ou can provision users! Once ou have configured an L"*P authentication mode, ou can also run the *uthentication 0onfiguration wizard at a later time to reprovision user information as necessar ! 'he *uthentication 0onfiguration wizard is provided on 0" I! 8ou can run the wizard directl from the 0"! /o set up an authentication scheme I On 0" I, in the +nstall9"atabase9ldapPconfig director , double clic# on the file L"*P0fg(iz!e2e!
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E Select the database alias ou want to configure for authentication, then t pe the database username and password!
7 0hoose to configure an authentication mode!
/he Import option is active on$2 if the data#ase has previous$2 #een configured for either 8DAP or Sing$e Sign 4n mode,
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L 0hoose an authentication mode for the client-server and (eb modules!
+f ou choose ?ative, the :inish button becomes active so ou can e2it the wizard! :or all other authentication mode selections, continue through the wizard to configure additional information as described in the following steps! G 'o add a new L"*P server, clic# *dd! +f previousl configured L"*P servers are listed, ou can modif the information or remove server entries!
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F On the /eneral tab, specif the L"*P director server host name or +P address, listening port, and Mase "irector ?ode! :or Mase "irector ?ode, specif the location in the director information tree %"+'& that is the location from which to start the search for module users during login! Mase "irector ?ode is also the location where the provisioning function begins the search for director server users! 'o use SSL protocol for communication with the L"*P server, mar# the $nable SSL chec#bo2!
Cor m2Primavera0 if choosing SS80 2ou 1i$$ need to configure t1o settings that identif2 the $ocation and pass1ord for the =e2store that ho$ds the SS8 certificate, Cor detai$s a#out m2Primavera %onfiguration settings0 see LInsta$$ing m2PrimaveraM on page 1?(,
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+f the L"*P server does not allow anon mous searches, clic# the Login tab! ' pe the username and password of an L"*P server user who has search access for the Mase "irector ?ode ou specified on the /eneral tab!
(hen ou are finished configuring the L"*P server, clic# O3 or, to validate connection with the L"*P server, clic# 'est, then clic# O3 after a successful connection message!
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US)-E<A+) is a re3uired fie$d that must #e mapped and can not #e de$eted, Up to four fie$ds can #e mapped #et1een the 8DAP store and the pro*ect managementNmethodo$og2 management data#ase,
J Select an L"*P server! 'hen, in the L"*P attribute column, specif the term.field in the L"*P store that corresponds to the Primavera project management.methodolog management database 4S$,P?*M$ field! Optionall , specif the L"*P term.field for e-mail address, actual name, and office phone number! 'o add fields, clic# *dd! 'o remove a field, select it and clic# ,emove!
If 2ou are unsure of the correct 8DAP terms0 chec= 1ith 2our 8DAP director2 server administrator,
B 'o provision L"*P user information to the Primavera database, clic# ?e2t! 8ou can search the L"*P director server or import an L"+: file to provision users! 'o e2it the wizard, clic# :inish!
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D 0lic# Search and +mport 4sers!
When 2ou provision users0 changed records are updated in the Primavera data#ase and ne1 users are added, .o1ever0 users that have #een de$eted from the 8DAP director2 or 8DIC fi$e are not automatica$$2 removed from the Primavera data#ase, !ou 1i$$ need to manua$$2 de$ete these users,
IC 'o import from an L"+: file, clic# Load L"+:, then navigate to the file ou want to import and clic# O3! 'o import from an L"*P server, ou can run an e2isting search or define a new search! +f one or more previousl defined searches e2ist, the name of the most recentl run search is displa ed ne2t to the Search ?ame drop-down list! 'o initiate the current search, clic# ,un Search! ,esults displa in the *vailable 4sers section! 'o specif a new search, clic# "efine 0riteria!
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Disp$a2s the name of the current search,
Starts the search #ased on the fi$ter se$ected in the Search <ame drop-do1n $ist,
/o set the num#er of search resu$ts $isted at one time0 t2pe a num#er or c$ic= the arro1 #uttons, /o advance through the $ist0 c$ic= Go,
%$ic= to save information for the se$ected users to the Primavera data#ase,
%$ic= to remove the current search resu$ts or current$2 se$ected users,
After running a search0 se$ect the Avai$a#$e users 2ou 1ant to add to the Primavera data#ase0 then c$ic= the right arro1 #utton, /o remove a user from the Se$ected users $ist0 c$ic= the $eft arro1 #utton, %$ic= the dou#$e arro1s to add or remove a$$ $isted users,
Cor the se$ected users0 c$ic= to compare records #et1een the Primavera d# and 8DAP store, Status is indicated #2 #ac=ground co$or, White indicates a match0 #$ue indicates that the d# record differs from the record in the 8DAP store0 and red indicates that the user record does not exist in the data#ase,
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(hen ou clic# "efine 0riteria, the Select."efine Searches dialog bo2 displa s so ou can add, modif , and delete searches! [ 'o add a search, clic# *dd! ' pe a uni>ue name for the search! +n the Search criteria field, specif the L"*P search filter ou want to use! (hen finished specif ing criteria, clic# Save, then clic# 0lose!
Search fi$ter s2ntax shou$d adhere to the ru$es out$ined in -C% ""(',
[ 'o modif a search name or criteria, edit the e2isting information, clic# Save, then clic# 0lose! [ 'o delete a search, select it! 0lic# ,emove, then 0lose!
After provisioning users0 2ou 1i$$ need to set up Primavera user accounts for the imported users #2 assigning securit2 profi$es and $icenses through the Pro*ect +anagement or +ethodo$og2 +anagement modu$es,
II (hen finished importing user information, in the +mport L"*P 4sers dialog bo2, clic# 0lose! 'o e2it the *uthentication 0onfiguration wizard, clic# :inish!
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/o provision 8DAP user information to the Primavera data#ase

When 2ou provision users0 changed records are updated in the Primavera data#ase and ne1 users are added, .o1ever0 users that have #een de$eted from the 8DAP director2 or 8DIC fi$e are not automatica$$2 removed from the Primavera data#ase, !ou 1i$$ need to manua$$2 de$ete these users,
I On 0" I, in the +nstall9"atabase9ldapPconfig director , double clic# on the file L"*P0fg(iz!e2e! E Select the database alias ou want to provision L"*P information for, then t pe the database username and password!
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7 0hoose to import user information!
/he Import option is active on$2 if the data#ase has previous$2 #een configured for either 8DAP or Sing$e Sign 4n mode,
L :ollow steps D through II %beginning on page EBI& in ;0hoosing an *uthentication Scheme< %the previous procedure&, which describes how to set up an authentication scheme, including the provisioning of users!
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8ogin Procedures and Authentication

Login procedures for Primavera modules var according to the authentication mode selected! In <ative mode Primavera modules present a login dialog that prompts for a user name and password! +n ?ative mode, the use of passwords is optional! In 8DAP mode *ll Primavera modules %Project Management, Methodolog Management, Portfolio *nal sis, 'imesheets, m Primavera, and Software "evelopment 3it& re>uire a login password! *dditionall , because passwords are stored and authenticated against an L"*P director , the capabilit for users to change passwords within a Primavera module is disabled! In Sing$e Sign 4n mode :or 'imesheets, the Primavera login dialog bo2 never appears! +nstead, login credentials are re>uested and validated b SiteMinder! Once a user is authenticated, the 'imesheets launch page appears!
:or m Primavera, login credentials are re>uested and validated b SiteMinder! Once a user is authenticated, the m Primavera launch page appears so the user can select a database and language! 'he capabilit for users to change passwords within 'imesheets and m Primavera is disabled because passwords are stored and authenticated against a director server user store!
Administering Users and Securit2
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Primavera enables multiple users to wor# In this chapter
Understanding Securit2 in Primavera Process 4vervie1 Defining G$o#a$ Profi$es Defining Pro*ect Profi$es Adding Users in the Pro*ect +anagement +odu$e Assigning 4 S )$ements and Pro*ect Profi$es Assigning 4 S )$ements to the )PS Defining User Access to -esources Setting Securit2 in the +ethodo$og2 +anagement +odu$e
simultaneousl in the same projects across an organization! 'o ensure that data is protected from unauthorized changes, ou can create global and project securit profiles that control access! 8ou can then set up users and assign organizational brea#down structure %OMS& elements to users, project profiles, and enterprise project structure %$PS& nodes! ,ead this chapter to understand the process for setting up users and implementing securit in Primavera!
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Understanding Securit2 in Primavera

$ach person who will be using an component of the Primavera suite must be registered as a ;user< with the appropriate licensing rights! *dditional securit privileges determine each user5s access to data! 4se the Project Management module to administer securit for the Project Management, Portfolio *nal sis, 'imesheets, and m Primavera modules! 'he Methodolog Management module administers its own securit !
'he Methodolog Management module uses its own set of users and securit profiles to control access to methodolog data! See ;Setting Securit in the Methodolog Management Module< on page 7E7!
'o ensure securit at various levels of data, the Project Management module provides two sets of securit profiles
/lobal profiles "efine a user5s access to application-wide information and settings, such as the enterprise project structure %$PS&, resources, roles, and cost accounts! $ach user must be assigned a global profile! Project profiles "efine a user5s access to project-specific information! 'he Project Management module does not re>uire that each user be assigned a project profile) however, users cannot access projects unless the are assigned a project profile or the global profile, *dmin Superuser!
8ou can create a set of profiles that limit access to global information and then assign the appropriate global profile to each user! Similarl , to limit privileges for each project, ou assign the appropriate project profile to each user via an organizational brea#down structure %OMS& element! (hen ou create the $PS for our compan , ou must identif an OMS element, or person responsible, for each node and project within the $PS! 'his OMS element assignment determines the user5s rights to the $PS level %and all levels below it&! 8ou can further control access to specific project data b assigning a responsible OMS element to each wor# brea#down structure %(MS& element within a project! 8ou can also control user access to resource data b implementing resource securit ! 'he following diagram illustrates the relationships between a user, the OMS, $PS, and (MS! +f a user will be accessing 'imesheets to update time, he.she will also need to be associated with a resource in the Project Management module!
&imesheets Fesource
User License
Fesource "ecurity
OBS
EPS WBS Project Profile
Global Profile
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Primavera /erms
,eview the following Primavera terms to help ou better understand how to administer users and securit User *n person who needs access to Primavera components, including the Project Management, Methodolog Management, Portfolio *nal sis, 'imesheets, and m Primavera modules! -esource 'he people, materials, and.or e>uipment that perform the wor# on activities! +n the Project Management module, ou can build a resource hierarch that includes the re>uired resources across all projects in the organization! ,esources are assigned to activities in the Project Management module and can be set up to use 'imesheets to report actual wor#hours! 4 S * global hierarch that represents the managers responsible for the projects in our organization! 'he OMS usuall reflects the management structure of our organization, from top-level personnel down through the various levels constituting our business! 'he OMS can be role-based or name-based! )PS * hierarch that represents the brea#down of projects in the organizatio! ?odes at the highest, or root, level might represent divisions within our compan , project phases, site locations, or other major groupings that meet the needs of our organization, while projects alwa s represent the lowest level of the hierarch ! $ver project in the organization must be included in an $PS node! W S * hierarchical arrangement of the products and services produced during and b a project! +n the Project Management module, the project is the highest level of the (MS, while an individual activit re>uired to create a product or service is the lowest level! $ach project in the $PS has its own (MS! *n OMS is not the same as a resource pool! (hile resources are assigned to activities, OMS elements are associated with $PS nodes and projects! 'he OMS element corresponding to an $PS node is the manager responsible for all wor# included in that branch of the hierarch ! +n this wa , an OMS supports larger projects that involve several project managers with different areas of responsibilit ! * user does not have to be included in the OMS if he.she ma need to access the Project Management module but is not part of the responsible management structure! Similarl , a user ma or ma not be a part of the resource hierarch ! :or e2ample, if the user is a resource assigned to activities and needs to update a timesheet in 'imesheets, he.she must be included in the resource hierarch ) however, a user who is an e2ecutive re>uiring access to the Portfolio *nal sis module onl is not a part of the resource pool! :or more information on resources, OMS, $PS, and (MS, see the Project Management ,eference Manual!
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,eview the following portions of a sample $PS for 0apital +mprovement projects in Oa# 0ount and its corresponding portion of the OMS!
)nterprise Pro*ect Structure A)PSB
Capital Improvement
Oak County
ept of !ransport
Water, Se&er ept
"ajor Streets
Bri-$es
()( Project
#i$%&ay
Pine 've Project
Green Lane Project
#ickory Bri-$e
WBS*(
WBS*+
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4rgani@ationa$ rea=do1n Structure A4 SB
State of P'
Labor "$mt Presi-ent
ept of !ransportation
Water,Se&er epartment
"ana$ement
En$ineerin$ ivision
"ana$ement
En$ineerin$
ivision
irector
Project Controls En$ineer
Project "ana$er
esi$n !eam
(ith these structures defined, ou can map users to their corresponding roles in the OMS, which in turn can be assigned to each level in the $PS! 'he $PS level to which ou assign the OMS determines the nodes.projects the associated user can access! :or e2ample, if ou assign an OMS element to the root node of the $PS, the users associated with that OMS element can access the projects in the entire $PS! +f ou assign an OMS element to one branch of the $PS, the associated users can access onl projects within that branch! 'he project profile associated with each OMS element determines which data items in the projects the user can access! Onl one OMS element can be assigned to each $PS level! :or e2ample, suppose that two project profiles are defined- one that allows edit access to all data, including administration rights %Project 0ontrols 0oordinator profile&, and one that allows viewing and editing of most, but not all, project data %the Project Management module profile&! 1oe ?olan, the President of Labor Management, is assigned to the Project 0ontrols 0oordinator profile! 'he OMS element, Labor Mgmt President, is assigned as the responsible manager at the Oa# 0ount node of the $PS, indicating that 1oe ?olan has access to all nodes and projects within Oa# 0ount !
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+f 'im , an is the "irector of the "epartment of 'ransportation %"O'&, he can be assigned Project 0ontrols 0oordinator rights to all projects under "O'!
4 S Assignments to the )PS
Capital Improvement
Labor "ana$ement Presi-ent 6oe <o$an - P%% O! irector /im -2an P%%
"ajor Streets
County
Oak
ept of !ransport
Water, Se&er ept
Bri-$es
#i$%&ay ()( Project
Pine 've Project
Green Lane Project
#ickory Bri-$e
WBS*(
WBS*+
Pro*ect Profi$es: Pro*ect %ontro$s %oordinator AP%%B Pro*ect +anager AP+B
8ou can further control the access to projects b assigning OMS elements at the project and.or (MS level! +n the previous e2ample, if Marie ,oss is the Project Manager in the $ngineering "ivision responsible for the =ighwa ICI project, ou can assign her to that OMS element with a Project Manager profile! She would then have editing access to just that project!
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*s another e2ample, if the "esign 'eam needs access to onl the design portion of the =ighwa ICI Project! 8ou can assign the "esign 'eam to just the (MS branch in the =ighwa ICI project that involves the project design! 8ou can assign multiple users to the same OMS element and.or ou can assign each user to multiple OMS elements! 'his fle2ibilit enables ou to provide access to the same $PS branch or project to more than one responsible manager %OMS element&, and it allows ou to control access b the same user across different $PS nodes and projects! :or e2ample, suppose Marie ,oss, who is a Project Manager in the $ngineering "ivision responsible for the =ighwa ICI project, also needs access to the Pine *venue project) however, ou want to limit her access to reviewing and editing financial data onl ! *lso suppose that 1im =ar#e , another Project Manager in the $ngineering "ivision, is responsible for the Pine *venue project! =e needs Project Manager access to the Pine *venue project, but he also needs to review financial information in Marie5s =ighwa ICI project!
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8ou first would create another project profile that specifies viewing. editing rights to just project costs and financial data %*ccount Manager profile& and then ma#e the following assignments4 S Assignments to the )PS
Capital Improvement
Labor "ana$ement Presi-ent 6oe <o$an - P%% O! irector /im -2an P%%
"ajor Streets
County
Oak
ept of !ransport
Water, Se&er ept
Bri-$es
O! Project "ana$er
#i$%&ay ()( Project
Pine 've Project
Green Lane Project
#ickory Bri-$e
+arie -oss - P+ 6im .ar=e2 - A+
WBS*(
WBS*+
Pro*ect Profi$es: Pro*ect %ontro$s %oordinator AP%%B Pro*ect +anager AP+B Account +anager AA+B
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'o designate that 1im =ar#e has Project Manager rights to the Pine *venue project and Marie ,oss has *ccount Manager rights to the Pine *venue project, ou would need to add another element to the OMS!
4 S Assignments to the )PS
Capital Improvement
Labor "ana$ement Presi-ent 6oe <o$an - P%% O! irector /im -2an - P%%
County
Oak
ept of !ransport
Water, Se&er ept
O! Project "ana$er +
"ajor Streets
Bri-$es
6im .ar=e2 P+ +arie -oss A+
#i$%&ay ()( Project
Pine 've Project
Green Lane Project
#ickory Bri-$e
Project "ana$er +arie -oss P+ 6im .ar=e2 A+
O!
WBS*(
WBS*+
Pro*ect Profi$es: Pro*ect %ontro$s %oordinator AP%%B Pro*ect +anager AP+B Account +anager AA+B
(ith these assignments, 1im =ar#e and Marie ,oss now have Project Manager rights to their primar projects and *ccount Manager rights to their secondar projects! 'he following section provides guidelines for setting up users and administering securit in Primavera!
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Process 4vervie1
Organization-wide project management involves a structured approach to managing several ongoing projects and teams across multiple locations at the same time! 'o ensure good results, up-front planning and coordination b various members of the organization are essential! Mefore ou can use Primavera to manage our projects successfull , ou must first administer users and set up structures in the Project Management module, including the organizational brea#down structure %OMS&, enterprise project structure %$PS&, and resource hierarch ! Once users and structures are in place, ou can implement securit to restrict and.or provide access to project data!
'he Methodolog Management module uses its own securit model to control access to the methodolog management database! See ;Setting Securit in the Methodolog Management Module< on page 7E7!
'he following steps provide guidelines and a general process for administering users and securit in Primavera! Mecause the structures are global across the compan , some steps ma re>uire information from man participants! 8ou can var the order depending on our compan 5s implementation plan! I 0reate global and project securit profiles in the Project Management module! "efine a standard set of profiles that determine access rights to global and project-specific data! Most li#el , administrators perform this step! See ;"efining /lobal Profiles< on page EDB and ;"efining Project Profiles< on page 7CG! E *dd users in the Project Management module! 8ou must add each user who needs access to an Primavera component! *t a minimum, each user is assigned a login name, license, and a global profile! See ;*dding 4sers in the Project Management Module< on page 7IC for more information! 7 Set up the OMS for our compan and assign each element of the OMS to the appropriate users and project profiles!
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/he Project Management Fe?erence Manual =PMFe?Man5pd?> is avai$a#$e on$ine and can #e accessed from 2our industr2-specific fo$der in the DDocumentation fo$der of the Primavera Documentation %D, Fie1 the information using Ado#e Acro#at -eader Aavai$a#$e on the Documentation %DB,
+dentif our compan 5s management structure and include the roles or names of those who will be responsible for the projects and wor# to be completed! See ;Setting 4p the Organizational Mrea#down Structure< in the Project Management ,eference Manual for more information! *lso, see ;*ssigning OMS $lements and Project Profiles< on page 7IL! L Set up the $PS for our compan and assign the responsible manager %OMS& to each node! +dentif our compan 5s project structure, which is global across the organization! See ;Setting 4p the $nterprise Project Structure< in the Project Management ,eference Manual for more information! G "efine the resources necessar to complete the projects across the organization, and lin# resources to users if the will be using 'imesheets! See ;"efining ,esources and ,oles< in the Project Management ,eference Manual for more information! *lso, see ;*dding 4sers in the Project Management Module< on page 7IC later in this chapter! F "efine user access to resource data! See ;"efining 4ser *ccess to ,esources< on page 7EC! J *dd projects to the $PS and define the (MS for each project! Project managers perform this step! 'he can further control securit within their own projects b assigning specific OMS elements to (MS levels! See ;Setting 4p the $nterprise Project Structure< and ;,eviewing (or# Mrea#down Structures< in the Project Management ,eference Manual for more information!
*dministrators can also set preferences for data in the Project Management module! See ;"efining *dministrative Preferences and 0ategories< in the Project Management ,eference Manual!
'he remainder of this chapter provides additional information on this process!
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Defining G$o#a$ Profi$es

* global profile determines a user5s access to application-wide information and settings, such as resources, global codes, and the OMS! 'he Project Management module re>uires that ou assign a global profile to each user! 8ou can define an unlimited number of global profiles in the Project Management module! +n addition, the Project Management module provides two predefined global profiles- *dmin Superuser and ?o /lobal Privileges! 'he *dmin Superuser profile allows complete access to all global information and all projects! 'his profile is assigned to the user *dmin when ou install Primavera modules! :or securit reasons, ou should limit the *dmin Superuser assignment to onl those individuals who re>uire access to all data!
At $east one user must #e assigned to the Admin Superuser profi$e, If on$2 one user is assigned to this profi$e0 the Pro*ect +anagement modu$e does not a$$o1 that user to #e de$eted,
'he ?o /lobal Privileges profile restricts access to global data! *ssign this profile to an one who is strictl a 'imesheets user and does not re>uire access to the Project Management module! +f a user with licensed access to the Project Management module is assigned this profile, the user can log in to the Project Management module but has no access to project data and read-onl access to global data! +f a user is assigned this profile and is also assigned to an OMS element, the user will have access to project data as defined for the OMS element, but access to other global data is restricted! (hen defining each global profile, the *dmin Superuser ma designate that users have the abilit to add.delete, edit, assign, or view secure codes! Secure codes enable privileged users to hide Project, *ctivit , and ,esource codes from users that do not have securit privileges to view them! *lso, users with privileges to $dit Securit Profiles can restrict other users to edit, assign, and view privileges! :or e2ample, management could trac# project approval processes through secure codes that others cannot edit or, in some cases, view! Secure codes are structured hierarchicall ! +n other words, if a user is granted add.delete privileges, that user automaticall has edit, assign, and view privileges! +f a user is granted edit privileges, that user is automaticall granted assign and view privileges! +f a user is granted assign privileges, that user is automaticall assigned view privileges!
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/he Pro*ect +anagement modu$e does not $imit the group of codes that a user can edit or assign, 4nce 2ou designate a securit2 privi$ege0 the same securit2 privi$ege app$ies to a$$ codes Asecure or notB, If 2ou designate addNde$ete0 edit0 assign0 or vie1 privi$eges to a user0 that user has the a#i$it2 to addN de$ete0 edit0 assign0 or vie1 a$$ existing codes,
%reate g$o#a$ profi$es +n the Project Management module, choose *dmin, Securit Profiles! 0hoose /lobal Profiles, then clic# *dd! ' pe the new profile5s name! 'o ma#e the new profile the default global profile, mar# the "efault chec#bo2! +n the Privilege area, mar# the appropriate =as Privilege chec#bo2es to grant privileges to the profile!
Se$ect a g$o#a$ profi$e,,,
,,,then revie1 the privi$eges associated 1ith that profi$e,
%$ic= to vie1 the privi$eges in a$pha#etica$ order,
:or information on assigning global profiles, see ;*dding 4sers in the Project Management Module< on page 7IC!
'he following table defines each global privilege/he fo$$o1ing ta#$e groups g$o#a$ privi$eges #2 functiona$it2, /he privi$eges are $isted in the same order as disp$a2ed in the Securit2 Profi$es dia$og #ox, /o vie1 the privi$eges in a$pha#etica$ order in the Securit2 Profi$es dia$og #ox0 c$ic= the Privi$eges #ar as sho1n in the previous image, Privi$eges that are ne1 or modified in version (,? are mar=ed 1ith an asteris= AUB,
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Privilege ?ame
$dit /lobal 0hange "efinitions
Privilege "efinition
0reate, edit, and delete /lobal 0hange specifications available to all users!
$dit *dmin Preferences 0hange administrative preferences and categories as and 0ategories defined in the *dmin Preferences and *dmin 0ategories dialog bo2es! $dit currenc data in the 0urrencies dialog bo2! "elete ,esourcesH ,emove resources from the project management database! 'his privilege automaticall grants the *dd ,esources and $dit ,esources privileges! 0reate resources! 'his privilege automaticall grants the $dit ,esources privilege! $dit resource data! "ispla resource price.unit %if the Niew ,esource 0osts global privilege is also granted&, and resource s#ill level %a resource5s role proficienc &, in reports! Niew, group.sort, filter, and report on resource and role proficienc ! * user must have this privilege to view and search b resource and role proficienc in m Primavera! *pprove submitted timesheets as a ,esource Manager! 0reate, edit, and delete cost accounts! +mport projects, resources, and roles! * user must also have the 0reate Project within $PS project privilege to import and create new projects! 0reate, edit, and delete global reports) edit report groups and global report batches) and save global reports created or modified b the ,eport (izard! 0reate, edit, and delete global trac#ing la outs in the Project Management and Portfolio *nal sis modules! 0reate, edit, and delete global roles! $dit the name of global activit codes! 'his privilege automaticall enables ou to add, edit, and delete global activit code values as well! *dd new global activit codes and code values! 'his privilege automaticall enables ou to edit e2isting global activit codes and code values as well!
*dd ,esourcesH $dit ,esourcesH
Niew ,esource ,ole Proficienc
*pprove ,esource 'imesheets $dit 0ost *ccounts +mport /lobal +nformation $dit /lobal ,eports
$dit /lobal 'rac#ing La outs $dit ,oles $dit /lobal *ctivit 0odesH *dd /lobal *ctivit 0odesH
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Privilege ?ame
"elete /lobal *ctivit 0odesH $dit +ssue :ormsH
"elete global activit codes and code values! 'his privilege automaticall enables ou to add and edit global activit codes and code values as well! *dd, edit, and delete issue forms and issue form categories in m Primavera! $nables access to the +ssues menu in m Primavera!
$dit /lobal 0alendarsH 0reate, edit, and delete global calendars and shifts! $dit ,esource 0alendarsH $dit Securit Profiles $dit 4sers $dit 'imesheet "ates $dit /lobal *ctivit and *ssignment La outs and :ilters $dit OMS $dit Project 0odesH 0reate, edit, and delete resource calendars and shifts! 0reate, edit, and delete global and project securit profiles! *dd, edit, and remove Project Management module users! 0reate and delete timesheet batches! 0reate, edit, and delete global activit and resource assignment la outs and filters! 0reate, edit, and delete global OMS hierarch ! $dit the name of project codes! 'his privilege automaticall enables ou to add, edit, and delete project code values as well! *dd new project codes and code values! 'his privilege automaticall enables ou to edit e2isting codes and code values as well! "elete project codes and code values! 'his privilege automaticall enables ou to add and edit project codes and code values as well! $dit the name of resource codes! 'his privilege automaticall enables ou to add, edit, and delete resource code values as well! *dd new resource codes and code values! 'his privilege automaticall enables ou to edit resource codes and code values as well! "elete global resource codes and code values! 'his privilege automaticall enables ou to add and edit resource codes and code values as well! Primavera - Administrators Guide
*dd Project 0odesH
"elete Project 0odesH
$dit ,esource 0odesH
*dd ,esource 0odesH
"elete ,esource 0odesH
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Privilege ?ame
$dit /lobal Portfolios *dminister /lobal $2ternal *pplications $dit :unding Sources ,un Project *rchitect
0reate, edit, and delete global portfolios in the Portfolio *nal sis and Project Management modules! *dminister the list of global e2ternal applications! 0reate, edit, and delete funding sources in the :unding Sources "ictionar ! ,un the Project *rchitect wizard! 'he wizard enables Project Management module users to create a new project based on methodologies imported from the Methodolog Management module and to add methodologies to an e2isting project! Niew all values for labor and nonlabor resource costs and price.unit values for roles! +f this privilege is not granted to a user, all areas in the Project Management module that displa monetar values for roles and labor, material, and nonlabor resources displa dashes and cannot be edited! :or resources, such areas include resource price.time, values in resource profiles in the *ctivities window, monetar values in 'rac#ing la outs, and monetar values in la outs in the Portfolio *nal sis module! :or roles, the area is the price.unit value in the ,oles dialog bo2! *dminister the 1ob Services) set up the *ppl *ctuals, Match ,eports, $2port, Schedule, and Summarize services to run at specific time intervals! $nables users to edit their own resource calendars if the do not have the $dit /lobal and ,esource 0alendars global privilege! 'his privilege or the $dit /lobal and ,esource 0alendars privilege is re>uired for access to the m Primavera +mport *ppointments feature! +nitiate predefined wor#flow processes for reviewing new project re>uests or new wor# re>uests for e2isting projects! * separate privilege is re>uired to create the templates that define the available wor#flow processes! 0reate, edit, and modif templates that define wor#flow processes for reviewing new project re>uests or new wor# re>uests for e2isting projects!
Niew ,esource and ,ole 0ostsH
*dminister 1ob Services $dit Personal ,esource 0alendar
0reate Project ,e>uests and Project Processes
$dit Project ,e>uest and Project Process 'emplates
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Privilege ?ame
*dd and "elete Secure 0odes $dit Secure 0odes
0reate, edit, assign, view, and delete all global and $PS-level secure activit codes and values, as well as all global secure issue codes and values! $dit, assign, and view global and $PS-level secure activit codes and values, as well as all global secure issue codes and values! *ssign and view global and $PS-level secure activit codes and values, as well as all global secure issue codes and values! Niew global and $PS-level secure activit codes and values, as well as all global secure issue codes and values! Modif $PS-level activit codes! 'his privilege automaticall enables ou to add, edit, and delete e2isting $PS-level activit codes as well! 0reate $PS-level activit codes! 'his privilege automaticall enables ou to edit e2isting $PS-level activit codes as well! ,emove $PS-level activit codes! 'his privilege automaticall enables ou to add and edit e2isting $PSlevel activit codes as well! *ccess the S"3 in read onl mode, without superuser privileges! 0reate, edit, and delete global ,esource 'eams and ,ole 'eams! * ,esource.,ole 'eam is a collection of resources.roles! ,esource.,ole 'eams are available in m Primavera! 0reate, edit, and delete resource distribution curves! 0reate, edit, or delete user-defined fields! 4sers that do not have this privilege can view user-defined fields!
*ssign Secure 0odes
Niew Secure 0odes
$dit $PS *ctivit 0odesH *dd $PS *ctivit 0odesH "elete $PS *ctivit 0odesH Niew *ll /lobal. Project "ata via S"3 $dit /lobal ,esource and ,ole 'eams
$dit ,esource 0urves $dit 4ser "efined :ields
$dit /lobal Project and 0reate, edit, and delete global project and (MS (MS La outs la outs! $dit Microsoft Project 'emplates $dit *ctivit Step 'emplatesH 0reate, edit, and delete Microsoft Project 'emplates used to import.e2port data from.to Microsoft Project! 0reate, edit, and delete *ctivit Step 'emplates used to add a set of common steps to multiple activities!
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Privilege ?ame
*dd /lobal +ssue 0odesH $dit /lobal +ssue 0odesH "elete /lobal +ssue 0odesH
0reate new issue codes and issue code values in m Primavera! $nables access to the +ssues menu in m Primavera! $dit issue codes and issue code values in m Primavera! $nables access to the +ssues menu in m Primavera! "elete issue codes and issue code values in m Primavera! 'his privilege automaticall enables ou to add and edit global issue codes and issue code values as well! +t also enables access to the +ssues menu in m Primavera! 0reate, edit, and delete financial periods in the :inancial Period dictionar ! * user must also be assigned the $dit Period Performance project privilege to edit period data!
$dit :inancial Period "atesH
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Defining Pro*ect Profi$es

* project profile is a role-based profile that limits privileges to specific project data, such as baselines, the (MS, and thresholds! 'he Project Management module does not re>uire that each user be assigned a project profile) however, users cannot access projects unless the are assigned a project profile or the global profile, *dmin Superuser! 8ou can define an unlimited number of project profiles in the Project Management module! +n addition, the Project Management module provides a predefined project profile called Project Superuser! 'he Project Superuser profile allows complete access to elements within a project!
:or more information on assigning users to OMS elements, see ;*ssigning OMS $lements and Project Profiles< on page 7IL!
Project profiles are applied to users via OMS assignments! 'he Project Management module re>uires that all $PS and (MS elements, and projects, are assigned a responsible OMS! 'he combination of the project profile.user assignment to an OMS assignment, and the OMS assignment to the $PS.(MS, determines which projects and data the user can access! %reate pro*ect profi$es 0hoose *dmin, Securit Profiles! 0hoose Project Profiles, then clic# *dd! ' pe the new profile5s name! 'o ma#e the new profile the default project profile, mar# the "efault chec#bo2! +n the Privilege area, mar# the appropriate =as Privilege chec#bo2es to grant privileges to the profile!
!ou can create an un$imited num#er of pro*ect profi$es #ased on the var2ing ro$es in 2our compan2, %$ic= to $ist the privi$eges in a$pha#etica$ order
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/o a$$o1 read-1rite privi$eges for a$$ aspects of a pro*ect0 2ou can assign a user to a pro*ects root 4 S e$ement and then app$2 the Pro*ect Superuser profi$e to the 4 S assignment,
'he following table defines each project privilege/he fo$$o1ing ta#$e groups each privi$ege #2 functiona$it2, /he privi$eges are $isted in the same order as in the Securit2 Profi$es dia$og #ox, /o vie1 the privi$eges in a$pha#etica$ order in the Securit2 Profi$es dia$og #ox0 c$ic= the Privi$eges #ar as sho1n in the previous image, Privi$eges that are ne1 or modified in version (,? are mar=ed 1ith an asteris= AUB,
Privilege ?ame
0reate Project within $PS "elete Project within $PS Summarize Project $dit Project "etails $2cept :inancials *dminister Project $2ternal *pplications Schedule ProjectH Level ,esourcesH *ppl *ctualsH Store Period PerformanceH
0reate, cop , and paste projects within the $PS! "elete, cut, and paste projects within the $PS! Summarize data for all projects in the $PS! $dit fields in /eneral, "ates, "efaults, ,esources, and Settings tabs in Project "etails! * user must be assigned this privilege to select the project baseline! *dminister lin#s to e2ternal applications! Schedule a project! Level resources for a project! *ppl actuals to activities in a project! Store actual this period values for actual units and costs in a project5s financial periods! * user must be assigned the *dd.$dit Project *ctivities $2cept ,elationships project privilege before ou can assign this privilege! $dit period performance values for labor and nonlabor units as well as labor, nonlabor, material, and e2pense costs! * user must be assigned the Niew Project 0ost. :inancials project privilege before ou can assign this privilege! Save and delete a project5s baselines! 4pdate a project5s baselines with new project data using the 4pdate Maseline utilit !
$dit Period PerformanceH
Maintain Project Maselines ,un Maseline 4pdateH
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Privilege ?ame
*ssign Project MaselineH $dit Project (or# Products and "ocuments
Select the project baseline for a project! * user must also be assigned the $dit Project "etails $2cept :inancials project privilege to select the project baseline! 0reate, edit, and delete a project@s wor# products and documents! +n m Primavera, relate items to documents, change a document@s access level, add and delete folders, and start project document reviews! 0ollaboration functionalit is additionall re>uired to change a document@s access level, add and delete folders, and start project document reviews! +n m Primavera, create, edit, delete, chec# out, and start reviews for project template documents! * user needs to have the privilege to @$dit Project (or# Products and "ocuments@ also! 0ollaboration functionalit is additionall re>uired to chec# out and start reviews for project template documents! Niew all monetar values for a project! +f a user cannot view project costs, all features that displa monetar values are replaced b three dashes %---& in the Project Management module and cannot be edited b the user! 'he abilit to view resource price.time is controlled b the Niew ,esource and ,ole 0osts global privilege! Modif a project5s activit codes! 0reate a project5s activit codes! ,emove a project5s activit codes from the project database! ,un the threshold monitor for a project! Publish a project5s (eb site! $dit a project5s reports and edit a project5s report batches! 0reate, edit, and delete a project5s calendars! ,un /lobal 0hange to update activit detail information!
*dd.$dit Project 'emplate "ocuments
Niew Project 0osts. :inancials
$dit Project *ctivit 0odesH *dd Project *ctivit 0odesH "elete Project *ctivit 0odesH Monitor Project 'hresholds Publish Project (eb site $dit Project ,eports $dit Project 0alendars ,un /lobal 0hange
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Privilege ?ame
0hec# +n.0hec# Out Project *ssign +ssue :ormsH +mport.Niew 0ontract Management "ataH $dit Project (MS $2cept :inancials $dit Project (MS :inancials $dit $PS $2cept :inancials $dit $PS :inancials Project 'op-"own $stimation *pprove 'imesheets as Project Manager $dit Project $2penses $dit Project 'hresholds, +ssues and ,is#s $dit Project *ctivit ,elationships *dd.$dit Project *ctivities $2cept ,elationships Perform *ctivit ,esource ,e>uests "elete Project *ctivities "elete Project "ata with 'imesheet *ctuals Primavera - Administrators Guide
0hec# projects in and out of the Project Management module! +n m Primavera, assign issue forms to a project! +mport and view data from $2pedition! $dit (MS hierarch %add.remove.move (MS nodes&, noteboo# entries, earned value settings, milestones %steps&, wor# products and documents, and dates! $dit (MS budget logs, funding sources, spending plan, and financial data at the project level! $dit cost data at the activit level! $dit $PS hierarch %add.remove.move $PS nodes&, edit $PS noteboo#, and edit all $PS-related data e2cept financial information! $dit $PS budget logs, funding sources, and spending plan! ,un 'op-"own $stimation for a project! ,eview and approve or reject timesheets for a project! 0reate, edit, and delete a project5s e2penses! 0reate, edit, and delete a project5s thresholds, issues, and ris#s! 0reate, edit, and delete a project5s activit relationships! 0reate and edit a project5s activit information, e2cept activit relationships! *ssign resource re>uests to activities in m Primavera! "elete a project5s activities! "elete a project5s activities that have timesheet actuals applied to them! * user needs to have the privilege to _"elete Project *ctivities5 also!
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Privilege ?ame
0reate (or#groups "elete (or#groups
*dd a new wor#group in m Primavera! "elete a wor#group in m Primavera!
Modif Project +n m Primavera, customize the project wor#space and (or#space and wor#group preferences! (or#group Preferences $dit *ssignments for ,esource PlanningH *ssign, delete, or modif resource assignments on a project or (MS level in m Primavera! :or users that do not have this privilege, the spreadsheet information is readonl for that particular project or (MS! Since project-level securit privileges go down to the (MS level, it is possible to be able to assign a resource to one (MS in a project and not another! 0reate, edit, and delete a lin# to a Primavera $2pedition project! $dit *ctivit +"s in the Project Management module and m Primavera!
$dit 0ontract Management ProjectH Lin# $dit *ctivit +"H
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Adding Users in the Pro*ect +anagement +odu$e

"epending on our securit profile, the 4sers dialog bo2 enables ou to add and remove users and control user access to Primavera components! 8ou must add a user in the Project Management module for each person who needs access to an Primavera component, e2cept for the Methodolog Management module, which uses its own securit data!
If 2our compan2s 4 S is esta#$ished0 and 2ou =no1 1hich 4 S e$ements to associate 1ith each user0 2ou can ma=e the assignments in the Pro*ect Access ta# in the Users dia$og #ox, See LAssigning 4 S )$ements and Pro*ect Profi$esM on page &1',
*t a minimum, each user re>uires a login name, global profile, and licensing information %component and access level&! 8ou can also provide additional information about the user, such as an e-mail address and office phone number!
If 2our organi@ation centra$i@es user information in an 8DAP director20 2ou can add Primavera users #2 provisioning from the 8DAP store, Cor more information0 see L%onfiguring Authentication +odesM on page ":1, After 2ou provision users0 2ou 1i$$ need to assign each user a securit2 profi$e and $icense,
Add ne1 users 0hoose *dmin, 4sers! 0lic# *dd! 0lic# the /eneral tab, t pe the user5s login name and personal name, then clic# Password! ' pe the user5s password, then ret pe the password to verif it! 0lic# O3! +f the user will be accessing 'imesheets, ou can associate the user with a resource in the Project Management module at this time, or ou can create the lin# when ou add resources! 0lic# the 0ontact tab and t pe the user5s e-mail address and telephone number!
If the Pro*ect +anagement modu$e is running in 8DAP authentication mode0 1hen 2ou c$ic= Add0 a dia$og appears for 2ou to enter a user name and verif2 it against the 8DAP store, When 2ou c$ic= /est0 if the user exists in the 8DAP store0 the actua$ name0 e-mai$ address0 and te$ephone num#er fie$ds are popu$atedWif 2ou previous$2 mapped those fie$ds through the Authentication %onfiguration too$, /o add the user0 c$ic= Add, When 2ou c$ic= /est0 if the user is not found in the 8DAP store0 a message appears to notif2 2ou that the user cannot #e added,
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Disp$a2s the $ist of users 1ho re3uire access to an2 Primavera component
Identifies the name re3uired to $og in to Primavera components
/he Pass1ord #utton does not appear if the Pro*ect +anagement modu$e is running in 8DAP authentication mode,
If the user 1i$$ #e accessing /imesheets0 heN she must #e $in=ed to a resource in the Pro*ect +anagement modu$e
Associate resources and users 0hoose *dmin, 4sers! 0lic# the /eneral tab, then clic# the Mrowse button in the ,esource+".,esource ?ame field to select a resource for the selected user! +f the resource is alread associated with another user, ou are prompted to replace the association! 'he Project Management module allows a resource to be associated with onl one user to maintain a single login name for project resources and users of both the Project Management module and 'imesheets! 8ou can also set this association from the 'imesheets tab of ,esource "etails!
:or more information, see ;"efining /lobal Profiles< on page EDB!
Assign a g$o#a$ profi$e * global profile determines a user5s access to application-wide features, such as resources and roles! 'he Project Management module re>uires that each user be assigned a global profile! 0hoose *dmin, 4sers! Select the user to whom ou want to assign a global profile! 0lic# the /lobal *ccess tab, then select the user5s global profile!
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!ou can a$so dou#$e-c$ic= in the G$o#a$ Profi$e co$umn and choose the appropriate profi$e for the se$ected user,
/he Admin Superuser profi$e a$$o1s read-1rite access to a$$ g$o#a$ and pro*ect data,
Assign the g$o#a$ profi$e H<o G$o#a$ Privi$egesI to users 1ho ma2 on$2 access /imesheets, /hese users must a$so #e granted access to /imesheets via a L/eam +em#erM $icense,
Assign product $icensing $ach user accessing Primavera must be assigned the appropriate licensing! :or each component of Primavera, a user identified as a named user is guaranteed access to the designated product! * concurrent user can access the designated component, along with other concurrent users, as long as the ma2imum number of available concurrent licenses has not been e2ceeded! 0hoose *dmin, 4sers! Select the user for whom ou want to set database access for licensed users of Primavera products! 0lic# the Licensing tab! :or each component ou want the user to have access to, mar# the chec#bo2 in the ?amed or 0oncurrent column! +f our organization has both named and concurrent licenses, ou can assign a combination of named and concurrent licenses to a user for different components %e!g!, named user for Portfolio *nal sis but concurrent user for Project Management&) however, a user cannot have both a named and concurrent license for a single component! 0lear the chec#bo2 if a user is not a valid licensed user of the corresponding Primavera component!
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+ar= or c$ear to indicate the se$ected users $icensing access to the corresponding Primavera component,
/he tota$ num#er of named users must not exceed the maximum num#er of named users stored in 2our $icense fi$e, Primavera S2stems provides 2ou 1ith a $icense fi$e #ased on the num#er of named users purchased,!ou can designate more concurrent users than the a$$o1ed maximum, %oncurrent users access the soft1are on a first-come0 first-served #asis, 4nce the maximum num#er of concurrent users is exceeded0 no more users are a#$e to $og in to the soft1are, Primavera S2stems provides 2ou 1ith a $icense fi$e #ased on the num#er of concurrent users purchased,
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Assigning 4 S )$ements and Pro*ect Profi$es

'o restrict or grant access to projects and their data, ou must assign project profiles to users! * project profile is a role-based profile that limits privileges to specific project data, such as baselines, the (MS, and thresholds! Project profiles are lin#ed to users through one or more OMS assignments! 8ou assign responsibilities to specific projects and wor# within projects b assigning OMS elements to various levels of the $PS and each project5s (MS! 'he combination of the project profile.user assignment to an OMS assignment, and the OMS assignment to the $PS. (MS, determines which projects and data the user can access!
:or more information on project profiles, see ;"efining Project Profiles< on page 7CG!
8ou can assign a user an OMS element and a corresponding project profile in the 4sers dialog bo2 when ou are adding users, or ou can ma#e the assignment in the OMS dialog bo2 during or after creating the OMS!
/he Pro*ect +anagement modu$e does not re3uire that each user have a pro*ect profi$eJ ho1ever0 a user cannot access a pro*ect 1ithout a pro*ect profi$e or the g$o#a$ profi$e0 Admin Superuser,
Assign users and pro*ect profi$es to 4 S e$ements 0hoose $nterprise, OMS! 0lic# the 4sers tab! Select the OMS element whose user and project profile ou want to specif , then clic# *ssign! Select the user to associate with the specified OMS element, then clic# the Select button! * default project profile is associated with the user! "ouble-clic# the project profile to choose another project profile from the predefined list!
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Dou#$e-c$ic= to se$ect another pro*ect profi$e, /o grant the user read-1rite privi$eges for a$$ aspects of a pro*ect0 se$ect Pro*ect Superuser,
Assign 4 S e$ements and pro*ect profi$es to users 8ou can also assign OMS elements and project profiles to a user when ou first add the user! 0hoose *dmin, 4sers! 0lic# the Project *ccess tab! Select the user to whom ou want to assign an OMS element and project profile, then clic# *ssign! Select the OMS element associated with the user, then clic# the Select button! * default project profile is associated with the user! "oubleclic# the project profile to choose another profile from the predefined list!
If an 4 S e$ement is the -esponsi#$e +anager for severa$ pro*ects in the )PS0 an2 user 2ou associate 1ith that 4 S e$ement 1i$$ have access to a$$ the corresponding pro*ects,
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%$ic= to assign the 4 S e$ement associated 1ith the se$ected user, A user can have more than one 4 S assignment0 depending on the users ro$e in different pro*ects,
/o den2 the user access to an 4 S e$ements pro*ect information0 se$ect the -esponsi#$e +anagers name0 then c$ic= -emove,
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Assigning 4 S )$ements to the )PS

:or more information on the $PS, see ;Setting 4p the $nterprise Project Structure< in the Project Management ,eference Manual!
+n the Project Management module, our database of projects is arranged in a hierarch called the enterprise project structure %$PS&! 'he $PS can be subdivided into as man levels or nodes as needed to parallel wor# in the organization! ?odes at the highest, or root, level might represent divisions within our compan , project phases, site locations, or other major groupings that meet the needs of our organization, while projects alwa s represent the lowest level of the hierarch ! $ver project in the organization must be included in an $PS node! 4ser access and privileges to nodes within the $PS hierarch are implemented through a global OMS that represents the management responsible for the projects in the $PS! $ach manager in the OMS is associated with an area of the $PS, either b node or b project, and the (MS of the particular level of the hierarch ! Once ou have added users and associated them with OMS elements and project profiles, ou can define the $PS and assign a responsible manager %OMS element& to each level! 8ou must specif a responsible manager for each node of the $PS!
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Assign 4 S e$ements to the )PS 8ou can assign the responsible manager %OMS element& to each level of the $PS when ou create the project structure! 0hoose $nterprise, $nterprise Project Structure! Select the $PS node, then clic# the Mrowse button in the ,esponsible Manager field to select the appropriate OMS element! 'he users associated with the responsible manager will have access rights to the selected node and all nodes.projects within that branch! 'he specific data that can be accessed within the projects depend on the project profile that corresponds to the OMS element!
If more than one user is responsi#$e for the same node of the )PS0 2ou must assign each of those users to the corresponding 4 S e$ement,
!ou must specif2 a responsi#$e manager for each node in the )PS to ena#$e securit2 rights and privi$egesJ the Pro*ect +anagement modu$e uses the 4 S root as the defau$t for a$$ nodes if 2ou dont provide one,
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8ou can also assign.review the responsible manager in the Projects window! 0hoose $nterprise, Projects, then clic# the /eneral tab!
/he user assigned to this 4 S e$ement has access to the Apex Pro*ect node and a$$ nodesNpro*ects #eneath it,
Once the $PS and OMS structures are defined and securit is implemented at the $PS level, project managers can begin to add their own projects to the hierarch ! 'o further control securit within projects, project managers can assign specific OMS elements to (MS levels! See ;Setting 4p the $nterprise Project Structure< and ;,eviewing (or# Mrea#down Structures< in the Project Management ,eference Manual for more information!
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Defining User Access to -esources

,esource securit enables ou to restrict a user5s access to resources! $ach user can have access to all resources, no resources, or a limited number of resources in the resource hierarch ! 'o restrict access to a limited number of resources, ou can designate each user5s root resource b assigning each user to a resource in the resource hierarch ! 'he position of the assigned resource in the hierarch determines the user5s resource access! (hen the user logs in, the resource hierarch displa s onl the assigned resource node and its children! ,esources outside the user5s root resource are not displa ed!
Users 1ith restricted resource access can sti$$ vie1 and edit a$$ current pro*ect resource assignments if the2 have the proper pro*ect privi$eges,
8ou can grant one of the following three t pes of resource access to each user
*ll ,esource *ccess disables resource securit and provides access to all resources! 'his is the default option for upgrading users! *dmin Superusers alwa s have all resource access, no matter what option is selected! ?o ,esource *ccess does not provide access to an resources! 'his is the default option for new users! (ith no resource access, the user cannot view an global resource data in the resource dictionar ! ,esource ?ode provides access to one selected resource %root resource node& and all its children in the resource hierarch ! 4sers with this restricted access can view global resource data for resources the have access to!
!ou can assign on$2 one resource node to each user, +u$tip$e resource nodes are not supported,
'he following e2ample shows how resource access is determined b the root resource assigned to different users!
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If US)-1 has restricted access 1ith root resource SAD+ assigned0 US)-X 1ou$d see on$2 these resources in the resource dictionar2,
If US)-" has restricted access 1ith root resource S6PP assigned0 US)-" 1ou$d see on$2 these resources in the resource dictionar2,
If US)-& has no resource access0 US)-& 1ou$d not see an2 resources in the resource dictionar2,
,efer to the ;"efining ,esources and ,oles< chapter in the Project Management ,eference Manual for more information on setting up the resource hierarch !
Imp$ementing resource securit2 Mefore ou implement resource securit , ou must first set up our resource hierarch in a manner that enables ou to assign users to single resource nodes! :or e2ample, ou can use resource securit to restrict user5s access to resources who are not in the same department or geographic location! +n this case, ou would create a resource hierarch containing separate branches for each department or geographic location! Once the resource hierarch is in place, ou can implement resource securit b completing the following stepsI +n the Project Management module, choose *dmin, 4sers! 'he 4sers dialog displa s a filtered users list based on our resource access!
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!ou can disp$a2 A$$ -esource Access and -esource Access co$umns in 1hich 2ou can enterNedit resource access settings, /hese t1o co$umns disp$a2 the same resource securit2 information as the G$o#a$ Access ta#,
Se$ect the desired user0 then se$ect A$$ -esource Access if 2ou 1ant the user to have access to a$$ resources, If 2ou 1ant to $imit the users resource access to a particu$ar resource node0 c$ic= the #ro1se #utton to se$ect the resource node 2ou 1ant the user to have access to,
E Select the /lobal *ccess tab! 7 Select the user that ou want to set resource securit for! 8ou can select onl one user at a time!
-esource access settings are ignored for Admin Superusers, Admin Superusers a$1a2s have a$$ resource access,
L Set resource access for the selected user as follows[ 'o provide all resource access to the selected user, mar# the *ll ,esource *ccess chec#bo2!
[ 'o restrict resource access to a single resource node for the selected user, unmar# the *ll ,esource *ccess chec#bo2! 'hen, clic# the browse button in the ,esource *ccess field and select a resource! [ +f ou do not want the selected user to have an resource access, unmar# the *ll ,esource *ccess chec#bo2 and be sure there is no resource selected in the ,esource *ccess field!
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Setting Securit2 in the +ethodo$og2 +anagement +odu$e

'he Methodolog Management module uses its own set of users, global profiles, and methodolog profiles to control access to Methodolog Management data! 'hese securit data are stored in the methodolog management database! ?o securit data are shared between the Project Management and Methodolog Management modules! Methodolog Management uses its own OMS, users, global and methodolog profiles, and license! 'he securit model for Methodolog Management differs from the Project Management module! Onl one methodolog can be open at a time, and there is no $PS! 4sers and methodolog profiles cannot be assigned to OMS elements) methodolog profiles must be assigned directl to users to allow the user access to a methodolog ! 'his section discusses the process of creating securit profiles and users in the Methodolog Management module! %reate g$o#a$ profi$es +n the Methodolog Management module, choose *dmin, Securit Profiles! 0hoose /lobal Profiles, then clic# *dd! ' pe the new profile5s name! 'o ma#e the new profile the default global profile, mar# the "efault chec#bo2! +n the Privilege area, mar# the appropriate =as Privilege chec#bo2es to grant privileges to the profile!
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Se$ect a g$o#a$ profi$e,,,
,,,then revie1 the privi$eges associated 1ith that profi$e,
%$ic= to $ist the privi$eges in a$pha#etica$ order,
'he following table defines each global privilege/he fo$$o1ing ta#$e groups each privi$ege #2 functiona$it2, /he privi$eges are $isted in the same order as in the Securit2 Profi$es dia$og #ox, /o vie1 the privi$eges in a$pha#etica$ order in the Securit2 Profi$es dia$og #ox0 c$ic= the Privi$eges #ar as sho1n in the previous image, Privi$eges that are ne1 or modified in version (,? are mar=ed 1ith an asteris= AUB,
Privilege ?ame
$dit Securit Profiles $dit 4sers
0hange securit profile information! 0reate and delete Methodolog Management module users, and change user access permissions!
$dit *dmin Preferences 0hange administrative preferences as defined in the and 0ategories *dmin Preferences dialog bo2! 0reate, change, and delete administrative categories as defined in the *dmin 0ategories dialog bo2! $dit currenc data in the 0urrencies dialog bo2! 0reate ?ew . 0op Methodolog Primavera - Administrators Guide 0reate, import, or cop a methodolog !
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Privilege ?ame
$dit ,esources $dit ,oles
0reate, delete, and change elements of the resource hierarch ! 0reate, delete, and change role information!
$dit (or# Products and 0reate, delete, and change wor# product and document "ocuments records! +mport /lobal . Methodolog +nformation $dit ,eports +mport global and methodolog information!
0reate, edit, and delete reports) save reports in the ,eport (izard!
$dit *ctivit *ttributes 0reate, change, and delete activit attributes! $dit *ctivit 0odes 0reate, change, and delete global activit codes and values!
$dit $stimation :actors 0reate, change, and delete estimation factors! Niew ,esource Prices $dit /lobal *ctivit La outs and :ilters $dit OMS $dit Methodolog 0odes and ,esource 0odes $dit 4ser "efined :ields $dit Microsoft Project 'emplates $dit *ctivit Step 'emplatesH Niew resource prices! 0reate, delete, and change global activit la outs and filters! 0reate, delete, and change organizational brea#down structure information! 0reate, delete, and change methodolog and resource codes! 0reate, edit, and delete user-defined fields! 4sers that do not have this privilege can view user-defined fields! 0reate, edit, and delete Microsoft Project 'emplates used to import.e2port data from.to Microsoft Project! 0reate, edit, and delete *ctivit Step 'emplates used to add a set of common steps to multiple activities!
%reate methodo$og2 profi$es 0hoose *dmin, Securit Profiles! 0hoose Methodolog Profiles, then clic# *dd! ' pe the new profile5s name! 'o ma#e the new profile the default methodolog profile, mar# the "efault chec#bo2! +n the Privilege area, mar# the appropriate =as Privilege chec#bo2es to grant privileges to the profile!
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!ou can create an un$imited num#er of methodo$og2 profi$es #ased on the var2ing ro$es in 2our compan2,
'he following table defines each methodolog privilegePrivi$eges that are ne1 or modified in version (,? are mar=ed 1ith an asteris= AUB,
Privilege ?ame
$dit Methodolog Properties $dit Methodolog (MS $dit Methodolog Lin#s $dit Methodolog *ctivities $dit Methodolog $2penses Niew Methodolog 0osts
0reate, delete, and change a methodolog 5s properties, as defined in the Methodolog Properties dialog bo2! 0reate, delete, and change a methodolog 5s wor# brea#down structure %(MS& elements and versions! 0reate, delete, and change a methodolog 5s lin#s, if the user has this privilege for both lin#ed methodologies! *dd, change, and delete activities and activit information! *dd, change, and delete e2penses! Niew methodolog cost information!
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Privilege ?ame
0hec# +n.0hec# Out Methodolog $dit Methodolog ,is#s $dit *ctivit +"H
0hec# methodologies in and out of the Methodolog Management module! 0reate, delete, and change a methodolog 5s ris#s! $dit methodolog activit +"s!
Add ne1 users 0hoose *dmin, 4sers! 0lic# *dd! 0lic# the /eneral tab, t pe the user5s login name and personal name, then clic# Password! ' pe the user5s password, then ret pe the password to verif it! 0lic# O3!
If the +ethodo$og2 +anagement modu$e is running in 8DAP authentication mode0 1hen 2ou c$ic= Add0 a dia$og appears for 2ou to enter a user name and verif2 it against the 8DAP store, When 2ou c$ic= /est0 if the user exists in the 8DAP store0 the actua$ name0 e-mai$ address0 and te$ephone num#er fie$ds are popu$atedWif 2ou previous$2 mapped those fie$ds through the Authentication %onfiguration too$, /o add the user0 c$ic= Add, When 2ou c$ic= /est0 if the user is not found in the 8DAP store0 a message appears to notif2 2ou that the user cannot #e added, If 2our organi@ation centra$i@es user information in an 8DAP director20 2ou can add Primavera users #2 provisioning from the 8DAP store, Cor more information0 see L%onfiguring Authentication +odesM on page ":1, After 2ou provision users0 2ou 1i$$ need to assign each user a securit2 profi$e,
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Disp$a2s the $ist of users 1ith access to the +ethodo$og2 +anagement modu$e
Identifies the name re3uired to $og in to the +ethodo$og2 +anagement modu$e
/he Pass1ord #utton does not appear if the +ethodo$og2 +anagement modu$e is running in 8DAP authentication mode,
Product $icensing 8ou do not need to assign product licensing for the Methodolog Management module! :or each license of the Project Management module that ou have purchased, ou automaticall are granted one license of the Methodolog Management module! Assign a g$o#a$ profi$e and methodo$og2 profi$es * global profile determines a user5s access to global data, such as resources and roles) methodolog profiles restrict the user5s access to methodolog data! 'he Methodolog Management module re>uires that each user be assigned a global profile! 'o open a methodolog , the user must be assigned a methodolog profile for that methodolog ! 0hoose *dmin, 4sers! Select the user to whom ou want to assign a global profile and methodolog profiles! 0lic# the Methodolog Profiles tab!
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Dou#$e-c$ic= in the G$o#a$ Profi$e co$umn and choose the appropriate profi$e for the se$ected user,
%$ic= to se$ect a methodo$og2 to 1hich the user re3uires access,,,
,,,then dou#$e-c$ic= in the Profi$e co$umn and choose a methodo$og2 profi$e for the se$ected user,
/he +ethodo$og2 +anagement modu$e inc$udes an Admin Superuser g$o#a$ profi$e that a$$o1s comp$ete access to a$$ g$o#a$ information and methodo$ogies, /he +ethodo$og2 Superuser profi$e grants read-1rite privi$eges to a$$ aspects of a methodo$og2, A user 1ith Admin Superuser g$o#a$ privi$eges automatica$$2 has +ethodo$og2 Superuser access to a$$ methodo$ogies, If a user creates a ne1 methodo$og20 that user is automatica$$2 granted the +ethodo$og2 Superuser profi$e for that methodo$og2,
Imp$ementing /imesheets
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Project team members can use 'imesheets to In this chapter
Imp$ementation 4vervie1 Setting /imesheet Preferences %onfiguring -esources to Use /imesheets %reating /imesheets for /imesheets Users Setting Pro*ect-Specific /imesheets Preferences Using 4verhead %odes -unning /imesheets We# ro1ser Fersion and 6AWS Fersion
submit timesheets that update their activities in the Project Management module! 'his chapter describes how to configure the Project Management module for use with 'imesheets and how to run 'imesheets once it has been configured!
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Imp$ementation 4vervie1
'imesheets enables project team members to use the web to communicate timesheet and activit status directl to their organization5s database, regardless of their location! 'his ensures that project managers are alwa s wor#ing with the most up-to-date project information, ma#ing it easier to plan resource use or resolve conflicts! 'imesheets consists of the 'imesheets client, the database server that contains our organization5s projects, and the /roup Server, which lin#s the 'imesheets client and database server!
Insta$$ation and configuration of /imesheets is s$ight$2 different for the We# ro1ser version and the 6AWS version, -efer to L%onfiguring the Group Server for /imesheetsM on page 9> for comp$ete detai$s on ho1 to configure either version of /imesheets! Internet )xp$orer version 9,? ASP1B or $ater is re3uired to support the fu$$ functiona$it2 of Primavera /imesheets,
Mefore ou implement 'imesheets, first ensure that the following steps have been completed
+nstall the project management database, as described in ;"atabase +nstallation and 0onfiguration< on page EI! +nstall a (eb server, if one is not alread available! +nstall the /roup Server, as described in ;0onfiguring the /roup Server for 'imesheets< on page FD! +nstall the 'imesheets 1ava files on the (eb server, as described in ;+nstalling the /roup Server and 'imesheets (eb Site< on page JC! +f ou are using 'imesheets 1*(S version, configure 1*(S as described in ;Setting up 1ava (eb Start for 'imesheets< on page DL!
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*fter the 'imesheets files have been installed, use the Project Management module to perform the following steps, which are described in more detail in this chapter
Set preferences for how users will use timesheets! 0reate timesheets! Set project-specific preferences for 'imesheets! 0reate overhead codes for recording nonproject hours!
When 2ou have actua$ units assigned to resource assignments A1hether the2 came from an imported pro*ect or 1hether 2ou decided to start using /imesheets in the midd$e of 2our pro*ectB0 a$$ pre-existing actua$ va$ues are $ost the first time 2ou use /imesheets,
0onfigure resources to use 'imesheets!

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Setting /imesheet Preferences

4se the 'imesheets and 'imesheet Privileges tabs in the *dmin Preferences dialog bo2 in the Project Management module to configure how 'imesheets users use timesheets to update project data in the Project Management module! 8ou can determine how often users must report their time, which activities and timesheets users can view, how timesheets are approved before project data is updated, and which privileges are assigned to users for logging time! Set preferences for timesheets +n the Project Management module, choose *dmin, *dmin Preferences! 0lic# the 'imesheets tab!
+ar= to re3uire that a$$ ne1 resources use timesheets0 un$ess 2ou specif2 other1ise,
%hoose to re3uire that a$$ resources report their hours on a dai$2 #asis for each assigned activit2,
%hoose to re3uire that a$$ resources report their hours as a sing$e time va$ue for each assigned activit2 in a timesheet reporting period0 regard$ess of the num#er of da2s inc$uded in the timesheet period,
:or information on approving timesheets, see the ;4pdating, Scheduling, and Leveling< chapter in the Project Management ,eference Manual!
'he 'imesheet *pproval Level section contains the following options
*uto Submission 0hoose to indicate that resource timesheets do not need to be submitted or approved! 'imesheet data are automaticall updated in the database when ou appl actuals! *uto *pproval 0hoose to indicate that resource timesheets do not re>uire management approval! 'imesheets are approved automaticall when the are submitted!
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I *pproval Level 0hoose to indicate that resource timesheets re>uire approval b the resource.cost manager onl ! +f ou select this option, the status of all submitted timesheets remains ;Submitted< until the approving manager changes the timesheet5s status! +f ou previousl re>uired both project manager and resource.cost manager approval, and ou select this option, the status of all current timesheets that have received one level of approval changes to ;*pproved!< E *pproval Levels 0hoose to indicate that resource timesheets re>uire approval b project and resource.cost managers! +f ou select this option, the status of all submitted timesheets remains ;Submitted< until both managers approve the timesheet! Project Manager Must *pprove Mefore ,esource Manager +f ou choose E *pproval Levels, mar# to indicate that project managers must approve timesheets before resource.cost managers! "efault ,esource Manager *pproving 'imesheets 'he name of the manager who approves resource timesheets, unless ou specif otherwise! 0lic# the Mrowse button to select a new manager!
4nce /imesheets users have #egun su#mitting timesheets0 if 2ou change the approva$ $eve$ to a $o1er setting0 a$$ current$2 su#mitted timesheets are a$tered to ref$ect the change, Cor examp$e0 if 2ou change 2our setting from " Approva$ 8eve$s to Auto Su#mission0 a$$ timesheets0 inc$uding those that are current$2 approved #2 on$2 one manager0 are changed to no $onger re3uire su#mission or approva$0 and the pro*ect management data#ase is updated 1ith their data 1hen 2ou app$2 actua$s,
Set /imesheets user privi$eges +n the Project Management module, choose *dmin, *dmin Preferences! 0lic# the 'imesheet Privileges tab!
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/he defau$t num#er of da2s /imesheets users can previe1 an activit2 #efore it starts
/he defau$t num#er of da2s /imesheets users can revie1 an activit2 after it ends
'he Privileges for Logging =ours on 'imesheets section contains the following options
Log hours on future timesheets Mar# to indicate that users can report hours on timesheets with dates after the current timesheet period %for e2ample, entering vacation time in advance&! Log hours on not-started activities Mar# to indicate that users can report hours for activities that have not been mar#ed as started! Log hours on completed activities Mar# to indicate that users can report hours for activities that have been mar#ed as completed! Log hours on activities before the activit start date Mar# to indicate that users can report hours for activities on dates before their start dates! Log hours on activities after the activit finish date Mar# to indicate that users can report hours for activities on dates after their finish dates!
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%onfiguring -esources to Use /imesheets

'o enable a project resource to use 'imesheets, ou must assign a user login account to the resource and set the resource to use timesheets! %reate a user $ogin for /imesheets +n the Project Management module, choose *dmin, 4sers! 0lic# *dd! ' pe a uni>ue login name, then clic# the Licensing tab! Mar# the ?amed or 0oncurrent 4ser chec#bo2 ne2t to 'eam Member!
)nsure that the user is given permission to $og in to /imesheets,
<amed Users have a specific $icense associated 1ith their $ogin name and are guaranteed access to the specific app$ication and data#ase, %oncurrent Users share access among a specified num#er of concurrent $icenses, A %oncurrent User can access the app$ication and data#ase provided a concurrent $icense is avai$a#$e 1hen the user attempts to $ogin,
A user must have a resource assigned to it for the user to access /imesheets, !ou can assign a resource to a $ogin name in the Users dia$og #ox #2 dou#$e-c$ic=ing the corresponding ce$$ in the -esource co$umn0 se$ecting a resource in the Se$ect -esource dia$og #ox0 and c$ic=ing the Se$ect #utton, Primavera - Administrators Guide
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%onfigure resources to use timesheets +n the Project Management module, choose $nterprise, ,esources! "ispla resource details, then clic# the 'imesheets tab!
1 Se$ect the resource,
" %$ic= the ro1se #utton to assign a user $ogin to the resource,
& +ar= to ena#$e the resource to use timesheets to report progress,
' %$ic= to se$ect an approva$ manager,
$ach resource can be associated with onl one user login!

If 2ou mar=ed the <e1 -esources Use /imesheets #2 Defau$t chec=#ox in the /imesheets ta# of the Admin Preferences dia$og #ox0 1hen 2ou create a ne1 resource0 the Use /imesheets chec=#ox is mar=ed automatica$$2, !ou sti$$ must assign a user $ogin to the resource and grant that user permission to $og in to /imesheets,
Set overtime po$ic2 8ou can enable users to enter overtime in their timesheets! +n the Project Management module, choose $nterprise, ,esources, then clic# the "etails tab! Mar# the Overtime *llowed chec#bo2! ' pe the overtime factor b which the resource5s standard price is multiplied to determine the overtime price %standard price H overtime factor R overtime price&!
-esources indicate overtime 1ith a s$ash ANB in the time fie$d, Cor examp$e0 if a resource 1or=ed 1? hours in one eight-hour da20 the user t2pes ;N" for that da2, Primavera - Administrators Guide
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%reating /imesheets for /imesheets Users

4se the 'imesheet "ates *dministration dialog bo2 to create timesheets for 'imesheets users! 8ou can also view a list of previous timesheets and determine which timesheets are currentl in use b Primavera 'imesheets users! 4sers cannot view an timesheets in 'imesheets until ou create them in the Project Management module! %reate a #atch of timesheets choose *dmin, 'imesheet "ates! +n the Project Management module,
Set the starting and ending dates for this #atch of timesheets,
Se$ect the amount of time covered #2 each timesheet, %$ic= to generate the #atch of timesheets #ased on these settings,
'o create another set of timesheets, reset the batch start and end dates, select the appropriate timesheet period, then clic# Match 0reate! %reate a sing$e timesheet +n the Project Management module, choose *dmin, 'imesheet "ates! 0lic# *dd!
%$ic= to set the starting and ending dates for this timesheet, %$ic= to generate the timesheet,
!ou cannot create ne1 timesheets that have start and end dates that over$ap existing timesheet dates, Primavera - Administrators Guide
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Setting Pro*ect-Specific /imesheets Preferences

:or each project in an organization, ou can control how resources report the status of their activities! Set pro*ect-specific /imesheets preferences +n the Project Management module, choose $nterprise, Projects! Select the project, then clic# the ,esources tab!
+ar= to a$$o1 resources to determine 1hen activities are comp$eted and 1hich activities the2 shou$d #egin next, %hoose 1hether resources indicate progress on activities #2 entering percentages or units of time remaining,
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Using 4verhead %odes

Overhead codes enable users to log hours that are not associated with project activities) for e2ample, users can enter time for vacations, holida hours, sic# time, or general administrative wor# as overhead activities! Add overhead codes +f the e2isting set of overhead codes is not ade>uate, ou can add new codes! +n the Project Management module, choose *dmin, *dmin 0ategories, then clic# the Overhead 0odes tab! 0lic# *dd! ' pe a uni>ue code for the overhead t pe and a short description!
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-unning /imesheets We# Fersion
ro1ser Fersion and 6AWS
*fter ou install and configure /roup Server.'imesheets %as described in ;0onfiguring the /roup Server for 'imesheets< on page FD& and implement 'imesheets as described in this chapter, users can access either the (eb Mrowser version or the 1*(S version b following the instructions in this section!
/imesheets 6AWS version users on$2 have to comp$ete these steps the first time the2 attempt to access /imesheets, After comp$eting these steps0 users can access /imesheets 6AWS version #2 choosing Start0 Programs0 Primavera /imesheets0 Primavera /imesheets, /imesheets We# ro1ser version users must a$1a2s access /imesheets using the U-8 specified in Step 1,
-un /imesheets
<etscape users: if 2ou do not have an2 version of the 6-) insta$$ed on the users machine0 2ou have to manua$$2 do1n$oad it first,
I 'o load the 'imesheets version from the server, visit the 4,L where the 'imesheets launch page is located %the server ou specified during installation&! [ :or 'imesheets (eb Mrowser version, enterU(eb serverT./roupServer.en.+nde2!html, where .en is the language subfolder! :or e2ample, http-..IC!IE!IL!IE7./S./roupserver.en.inde2!html! [ :or 'imesheets 1*(S version, enterU(eb serverT./roupServer.*pp.inde2!html! :or e2ample, http-..IC!IE!IL!IE7./S./roupserver.*pp.inde2!html!
If the We# Server is not using the defau$t port0 2ou must enter the port num#er after the IP address separated #2 a semico$on A:B,
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E :or 'imesheets (eb Mrowser version0lic# ,un 'imesheets! 0lic# 8es to install the 1ava files from Primavera S stems, if prompted! 'he Setup program searches for the 1ava ,untime $nvironment %1,$& I!L!EPCJ or later! +f it is not found on our machine, 1,$ I!G!CPCI installation is automaticall launched! 0lic# 8es to install 1,$ I!G!CPCI and accept the license agreement! +f ou alread have 1,$ I!L!EPCJ or later, Setup s#ips this step!
!ou 1i$$ on$2 #e prompted to do1n$oad the 6ava fi$es the first time 2ou c$ic= the -un /imesheets $in=,
:or 'imesheets 1*(S version0lic# Launch Primavera 'imesheets *pplication! One of the following scenarios will occur depending on our current 1,$ version[ +f no previous version of the 1,$ is present, ou are prompted to download 1,$ version I!G!CPCI! 0lic# the provided lin# and download the 1,$! (hen the 1,$ is installed, 1*(S launches 'imesheets! [ +f 1,$ version I!L!EPCJ or later is present, 1*(S uses the e2isting 1,$ and does not download 1,$ version I!G!CPCI! [ +f a 1,$ version earlier than I!L!EPCJ is present, 1*(S automaticall downloads 1,$ version I!G!CPCE from the server, then launches 'imesheets! 1*(S does not change the default 1,$ version for the browser, however! :or e2ample, if 1,$ I!L!EPCG is present when ou install 1,$ I!G!CPCE, 1,$ I!L!EPCG remains the default version when the install is complete! 8ou can change the default version b choosing 'ools, +nternet Options, in our web browser! On the *dvanced tab, select the default 1,$ in the 1ava %Sun& section!
Do1n$oading the 6-) ma2 ta=e some time0 depending on 2our net1or= speed,
7 +f prompted, clic# /rant *lwa s to run the applet! L ' pe our login name and password!
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Cor the 6AWS version0 this dia$og contains a drop-do1n menu in 1hich 2ou can choose the $anguage for /imesheets, Cor the We# ro1ser version0 the $anguage is determined #2 the U-8 2ou enter in Step 1,
If /imesheets is running in Sing$e Sign 4n authentication mode0 the preceding dia$og #ox does not appear, Instead0 $ogin credentia$s are re3uested and va$idated #2 the po$ic2 server,
8our activities appear in the *ctivities window!

efore a user can $og on to /imesheets0 the pro*ect administrator must configure the Pro*ect +anagement modu$e for /imesheets users, See LImp$ementing /imesheetsM on page &&1,
Automatic Data#ase Upgrade
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,ead this chapter to upgrade our database to In this chapter
Upgrade Process 4vervie1 Upgrading an 4rac$e Data#ase to Fersion (,? Upgrading a +icrosoft S78 Server Data#ase to Fersion (,? Uninsta$$ing Previous Fersions
version G!C when version 7!G2 or L!2 is alread installed! 8ou need to upgrade our database if ou want to preserve our project data for use with the new version of Primavera! * wizard automaticall upgrades our database for ou! +nstructions for manuall upgrading our database are included on the Primavera "ocumentation 0"! 'he files are available in the 9"ocumentation9'echnical "ocumentation9Manual 4pgrades director !
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Part ': Upgrading from a Previous Fersion
Upgrade Process 4vervie1

8ou can upgrade our e2isting Primavera database %v7!G2 or L!2& to version G!C! 8ou must upgrade both our project management and methodolog management databases so the will wor# with the new version!
'o upgrade a stand-alone installation, see ;+nstalling and.or 4pgrading the Stand*lone Nersion< on page ELE!
8ou can upgrade our database automaticall using the "atabase wizard! 'he wizard runs the necessar scripts to upgrade the database structure and an upgrade program to add data re>uired b the new version! /o upgrade from version &,(x0 or ',x 'he following list summarizes the steps re>uired to upgrade to version G!C
Mac# up our project management and methodolog management databases before beginning the upgrade process to ensure ou will not lose an data due to une2pected problems! 4ninstall the current version of Primavera! +nstall the new client version of Primavera as directed in this guide! ,un the "atabase wizard to automaticall upgrade our e2isting project management and methodolog management databases! 'est the new databases to ensure the upgrade succeeded! +nstall the new /roup Server and an additional components as described in this guide!
If 2ou need to preserve the data in 2our pro*ect management or methodo$og2 management data#ase0 1hen 2ou insta$$ the ne1 version of Primavera0 2ou shou$d <4/ set up and insta$$ these data#ases as descri#ed in Part 0J other1ise0 2our existing data 1i$$ #e de$eted and rep$aced 1ith defau$t app$ication data, If 2ou do not 1ant to preserve 2our data#ase and are comforta#$e 1ith rep$acing the existing data#ase 1ith a ne1 data#ase0 prepare the data#ase server for upgrading #2 dropping a$$ o#*ects Asuch as ta#$es and indexesB, !ou can then configure the data#ases as directed in Part 0,
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Privi$eges 'he following privileges included in version G!C of the Project Management module are either new or modified! *ssign them to our users as needed if ou are currentl using a previous version?ew /lobal Privileges
$dit ,esources %modified& *dd ,esources "elete ,esources $dit ,esource 0odes *dd ,esource 0odes "elete ,esource 0odes *dd /lobal *ctivit 0odes $dit /lobal *ctivit 0odes %modified& "elete /lobal *ctivit 0odes *dd Project 0odes $dit Project 0odes "elete Project 0odes *dd /lobal +ssue 0odes $dit /lobal +ssue 0odes "elete /lobal +ssue 0odes $dit +ssue :orms Niew ,esource and ,ole 0osts %renamed and modified& $dit *ctivit Step 'emplates $dit :inancial Period "ates
?ew Project Privileges

Schedule Project Level ,esources *ppl *ctuals Store Period Performance $dit Period Performance ,un Maseline 4pdate *ssign Project Maselines $dit Project *ctivit 0odes %modified&
*dd Project *ctivit 0odes "elete Project *ctivit *dd $PS *ctivit 0odes "elete $PS *ctivit 0odes *ssign +ssue :orms $dit 0ontract Management Project Lin# $dit *ctivit +" +mport.Niew 0ontract Management "ata 0odes
+f ou are currentl running Primavera with Oracle, see ;4pgrading an Oracle "atabase to Nersion G!C< on page 7LD! +f ou are currentl running Primavera version with Microsoft SQL Server, see ;4pgrading a Microsoft SQL Server "atabase to Nersion G!C< on page 7GG!
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4rac$e -e3uirements 'he following should be noted if ou are upgrading an Oracle database
'he upgrade will fail if ou are using an Oracle version prior to D!E!C!G! "atafiles in the LOM tablespace %e!g!, PM"MPLOMI& should be made to autoe2tend! 'he estimated sizing is not e2act, and the database conversion ma fail if the datafiles are a fi2ed size! +f our e2isting database uses code page ($B+SOBBGDPI and ou want to use the $uro s mbol, ou will need to convert our database to ($BMS(+?IEGE using the following statement*L'$, "*'*M*S$ 0=*,*0'$, S$' ($BMS(+?IEGE)
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Upgrading an 4rac$e Data#ase to Fersion (,?

+f ou want to use the databases from Primavera 7!G2 and L!2 with version G!C, ou need to upgrade them b performing the following sets of steps! *lthough recommended, it is not re>uired that these steps be performed b an e2perienced database administrator! 'he wizard runs the necessar scripts to upgrade the database structure and an upgrade program to add data re>uired b the new version! 8ou must upgrade our project management and methodolog management databases! Upgrade an 4rac$e pro*ect management or methodo$og2 management data#ase I Perform a cold bac#up and a full database e2port! +f ou are unsure how to bac# up our Oracle database, do not proceed with the upgrade! 0ontact our database administrator, our database vendor, or Primavera S stems for assistance in bac#ing up our database before performing the database upgrade! *lso, ensure that ou are familiar with the process of restoring the bac#up cop of the database in case ou need to do so! E 4ninstall the current version of Primavera as described in ;4ninstalling Previous Nersions< on page 7FC! 7 +nstall the new client version of Primavera as described in ;+nstalling 0lient Modules and *dditional 0omponents< on page ECD!
!ou shou$d <4/ set up and insta$$ the data#ases as descri#ed in Part 0J other1ise0 2our existing data 1i$$ #e de$eted and rep$aced 1ith defau$t app$ication data,
L "ouble-clic# 0O?:+/*SS'!$6$ in the 9+nstall9"atabase director of 0" I to start the "atabase wizard!
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G 0hoose 4pgrade an $2isting Primavera "atabase, enter the product #e located on the 0" I label, then clic# ?e2t!
F 0lic# ?e2t to begin the upgrade process!
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J 0hoose Oracle as the database t pe!
B Log on to the database as an administrative user, such as *"M4S$,! ' pe our password! Specif the Oracle connect string! *"M4S$, must have "M* privileges and must be the owner of the application tables, specificall , the '*S3 table! 'he database must also have the Oracle compatible parameter set to D!E!C or greater! 'he Oracle connect string must be specified! +t can be found in the '?S?*M$S!O,* file! 'he '?S?*M$S!O,* file is created when ou or our "M* set up the Oracle client!
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D Select our privileged username for the database!
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IC Select the desired options for converting material resources!

If 2ou are upgrading from version ',x0 the data conversion dia$og is not disp$a2ed,
(hen the first option is selected, resources which have a custom unit of measure and allow overtime will be converted to nonlabor resources with overtime allowed! +f this option is not selected, these resources will be converted to material resources and the overtime will be removed! Selecting the second option lets ou convert resources that use one of the custom units of measure shown %entered b the user& to a nonlabor resource instead of a material resource! Selecting the third option lets users mar# 4ser "efined :ield columns as ;unused!< 4nused columns are treated as if the were dropped, even though their column data remains in the table@s rows! 'his feature is useful when ou want to remove the columns from regular access instead of dropping them, which will reduce the amount of time needed for the upgrade!
Data affected #2 ena#$ing the S)/ U<US)D option can #e removed $ater0 if desired,
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II +n the ,ead to Megin 4pgrading "ata dialog bo2, choose 8es, + (ant to 4pgrade M "atabase, then clic# ?e2t! 'he current version of our e2isting database appears!
'he upgrade process could ta#e several minutes, depending on its size! IE 0lic# :inish when the ;"atabase 4pgrade 0ompleted< message is displa ed! I7 ,un the "atabase wizard again to upgrade our methodolog management database! IL ,un the "atabase 0onfiguration wizard from the client and update our license in the database! ,efer to the ;0hanging "atabase 0onfiguration Settings< on page EGD for more information! IG 8our database is now read to use with version G!C!
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Upgrading a +icrosoft S78 Server Data#ase to Fersion (,?

+f ou want to use the databases from Primavera 7!G2 or L!2 with version G!C, ou need to upgrade the database%s& b performing the following sets of steps! +t is not re>uired that these steps be performed b an e2perienced database administrator! 'he wizard runs the necessar scripts to upgrade the database structure and an upgrade program to add data re>uired b the new version! 8ou must upgrade both the project management and the methodolog management databases! Upgrade a +icrosoft S78 Server data#ase I Perform a full bac#up of the current databases! +f ou are unsure how to bac# up our SQL Server database, do not proceed with the upgrade! 0ontact our database administrator, our database vendor, or Primavera S stems for assistance in bac#ing up our database before performing the database upgrade! *lso, ensure that ou are familiar with the process of restoring the bac#up cop of the database in case ou need to do so! E 4ninstall the current version of Primavera as described in ;4ninstalling Previous Nersions< on page 7FC! 7 +nstall the new client version of Primavera as described in ;+nstalling 0lient Modules and *dditional 0omponents< on page ECD!
!ou shou$d <4/ set up and insta$$ the data#ases as descri#ed in Part 0J other1ise0 2our existing data 1i$$ #e de$eted and rep$aced 1ith defau$t app$ication data,
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G 0hoose 4pgrade an $2isting Primavera "atabase, enter the product #e located on the 0" I label, then clic# ?e2t!
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J 0hoose Microsoft SQL Server or MS"$ as the database t pe!
B ,egister to the server as user S* or another user with s stem administrator privileges! *lso, specif the server machine name and the database name to which ou are connecting!
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D ' pe our privileged user name and password for the database!

(hen the first option is selected, resources which have a custom unit of measure and allow overtime will be converted to nonlabor resources with overtime allowed! +f this option is not selected, these resources will be converted to material resources and the overtime will be removed!
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Selecting the second option lets ou convert resources that use one of the custom units of measure shown %entered b the user& to a nonlabor resource instead of a material resource! II +n the ,ead to Megin 4pgrading "ata dialog bo2, choose 8es, + (ant to 4pgrade M "atabase, then clic# ?e2t! 'he current version of our e2isting database appears!
'he upgrade process could ta#e several minutes, depending on its size! IE 0lic# :inish when the ;"atabase 4pgrade 0ompleted< message is displa ed! I7 ,un the "atabase wizard again to upgrade our methodolog management database! IL ,un the "atabase 0onfiguration wizard from the client and update our license in the database! ,efer to ;0hanging "atabase 0onfiguration Settings< on page EGD for more information! 8our database is now read to use with version G!C!
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Uninsta$$ing Previous Fersions

Mefore ou upgrade to the new version, ou must uninstall the client applications of the previous version of Primavera! Uninsta$$ c$ient app$ications I :rom the Start menu on the client computer, navigate to the folder that contains the Primavera installation, then choose the 4ninstall option! E 0hoose *utomatic as the method of uninstallation! 7 0lic# :inish when the wizard completes the uninstallation!
A$though 2ou are not prompted to do so0 its a good practice to restart 2our computer #et1een uninsta$$ing an app$ication and insta$$ing another app$ication,
Progress ,eporter for the (eb "es#top version 7!G2 installs as a 1ava application on the client computer! 'o uninstall the "es#top version, clic# Start, then choose Settings, 0ontrol Panel! "ouble-clic# *dd.,emove Programs! Select Progress ,eporter for the (eb "es#top version and clic# *dd.,emove! :ollow the wizard prompts to uninstall the application! ?e2t, uninstall the previous version5s server components! "o not install the new client applications before ou remove these components! +f ou have an e2isting implementation of Progress ,eporter version 7!G2 on our networ#, ou must remove the e2isting /roup Server before installing the new version of the /roup Server! Uninsta$$ a previous version of the Group Server I 0lic# Start, Settings, 0ontrol Panel, then double-clic# Services! +n (indows ECCC, clic# Start, Settings, 0ontrol Panel, then doubleclic# *dministrative 'ools, then Services! E Select the Primavera /roup Server entr and clic# Stop! 7 0lose the Services window! L +n the 0ontrol Panel window, double-clic# *dd.,emove Programs! G Select Primavera /roup Server, then clic# the *dd.,emove button! :ollow the steps in the 4ninstall wizard, then clic# :inish when the wizard completes the uninstallation! Once these components have been removed, install the new client modules and an desired additional components as described in ;+nstalling 0lient Modules and *dditional 0omponents< on page ECD!
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*fter installing the client modules, run the "atabase wizard as described earlier in this chapter! (hen the upgrade is complete, ou can continue with the installation! ,efer to ;0onfiguring the /roup Server for 'imesheets< on page FD!
Part
Importing and )xporting Data

In this part /ransferring Data to 4ther Pro*ect +anagement +odu$e Users /ransferring +ethodo$og2 Data /ransferring Data Pro*ect Ci$es using +icrosoft
/ransferring Data using +icrosoft )xce$ Ci$es /ransferring Data et1een P& and the Pro*ect +anagement +odu$e /ransferring Data to Primavera %ontractor Users
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his part describes the process of e2porting Project Management module data to multiple formats for use in other applications! 'ransferring "ata to Other Project Management Module 4sers describes how to use 6$,, Primavera5s proprietar e2change format, to bac# up project.resource.role data or e2change data between project management databases! 'o e2port methodologies from the Methodolog Management module and import them into the Project Management module, refer to the 'ransferring Methodolog "ata! 'o transfer data between the Project Management module and Microsoft Project, read 'ransferring "ata using Microsoft Project :iles! 'o transfer data using Microsoft $2cel, read 'ransferring "ata using Microsoft $2cel :iles! 'o convert Primavera Project Planner %P7& 7!2 projects to Project Management module format, or vice versa, read 'ransferring "ata Metween P7 and the Project Management Module! 'o e2port project or resource data for use with Primavera 0ontractor, read 'ransferring "ata to Primavera 0ontractor 4sers!
/ransferring Data to 4ther Pro*ect +anagement +odu$e Users
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"ata can be transferred from one Project In this chapter
)xporting Pro*ects )xporting -o$es or -esources Importing Pro*ects Importing -o$es or -esources
Management module user to another Project Management module user b e2porting and importing 6$, files %Primavera proprietar e2change format&! 'his chapter describes how to use the $2port and +mport wizards to share project information and roles.resources!
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Part (: Importing and )xporting Data
)xporting Pro*ects
:or more information about importing 6$, files, see ;+mporting Projects< on page 7J7! :or information about the tables and fields that are converted, see the 6$,P,O1$0'S!P": file, located in the 9"ocumentation9'echnical "ocumentation9"ata Mapping "ocs folder on the Primavera "ocumentation 0"!
Project data can be transferred from the Project Management module as 6$, files %Primavera proprietar e2change format& and used with an other Project Management module installation, regardless of the database t pe on which it runs! 4se the $2port wizard to e2port Project Management projects to 6$, files) use the +mport wizard to bring 6$, files into the Project Management module! 8ou ma want to use these wizards to >uic#l bac# up and restore one or more projects! 'he should not be used to bac# up our entire database! 'he $2port wizard guides ou through the steps for e2porting projects!
!ou can a$so export pro*ects in G)- format for use 1ith Primavera %ontractor, /o export a pro*ect for use 1ith Primavera %ontractor (,?0 fo$$o1 the instructions in this section, /o export a pro*ect for use 1ith Primavera %ontractor ',10 refer to L/ransferring Data to Primavera %ontractor UsersM on page ':>, When 2ou export pro*ect data0 secure codes and secure code assignments re$ated to the pro*ect are not exported, Cor more information a#out secure codes0 refer to the LDefining G$o#a$ Profi$esM on page ">;, Cor Primavera Pro*ect8in= users0 1hen 2ou export a +icrosoft Pro*ect A+SPB-managed pro*ect to G)- format0 the pro*ect is no $onger considered +SP-managed, Cor more information on Primavera Pro*ect8in=0 c$ic= .e$p on the Primavera Pro*ect8in= too$#ar in +icrosoft Pro*ect Aavai$a#$e on$2 if Primavera Pro*ect8in= is insta$$edB,
Se$ect export t2pe and pro*ects Open the projects in the Project Management module that ou want to e2port! 0hoose :ile, $2port! 0hoose Primavera PM.MM, then clic# ?e2t!
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%hoose Pro*ect as the export t2pe0 then c$ic= <ext,
0lear the $2port chec#bo2 ne2t to each project that should not be e2ported, then clic# ?e2t!
If 2ou are exporting pro*ectAsB for use 1ith Primavera %ontractor0 2ou shou$d on$2 inc$ude one pro*ect in an G)- fi$e, If there is more than one pro*ect in an G)- fi$e0 the fi$e cannot #e imported #2 Primavera %ontractor,
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8ists on$2 pro*ects that are current$2 open in the Pro*ect +anagement modu$e
Specif2 fi$ename and $ocation ' pe a name for the 6$, file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Project Management module! 0lic# :inish to e2port the project to a single file with an 6$, e2tension!
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)xport pro*ects as a service

0hoose 'ools, 1ob Services, then clic# *dd! Select $2port in the Service ' pe field! Specif a number in the 1ob X field to indicate the se>uence in which the service should be performed, if more than one service is listed! ' pe a brief description of the service in the 1ob ?ame field! +n the Status field, select $nabled to activate the e2port service! 8ou can suspend a service at an time b selecting "isabled in the Status field! +n the ,un 1ob area on the 1ob "etails tab, schedule when the service should be run- ever da at a specific time, or wee#l , ever two wee#s, or monthl on a da and time ou specif !
%$ic= the 6o# 4ptions ta# to se$ect the pro*ectsN)PS nodes 2ou 1ant to export,
In this examp$e0 pro*ects are exported ever2da2 at (pm,
+ar= to $og information a#out the service to a fi$e 2ou specif2,
8ou must have the appropriate access rights to set up job services! 'he 1ob Service does not interact with the Project Management client when running jobs! *ll jobs are run on the server on which the 1ob Service is installed!
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)xporting -o$es or -esources

:or information about the tables and fields that are converted, see 6$,,$SO4,0$S!P": or 6$,,OL$S!P":, located in the 9"ocumentation9'echnical "ocumentation9"ata Mapping "ocs folder on the Primavera "ocumentation 0"!
'he Project Management module enables ou to e2port onl the roles or resources in our resource hierarch to 6$, files! 8ou ma want to choose this option to include e2isting roles or resources in a new database!
!ou can a$so export resources in G)- format for use 1ith Primavera %ontractor, /o export resources for use 1ith Primavera %ontractor (,?0 fo$$o1 the instructions in this section, /o export resources for use 1ith Primavera %ontractor ',10 refer to L/ransferring Data to Primavera %ontractor UsersM on page ':>, -o$es are not avai$a#$e in Primavera %ontractor, When 2ou export ro$es and resources0 secure codes and secure code assignments re$ated to the ro$es and resources are not exported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;,
)xport ro$es or resource data +n the Project Management module, choose :ile, $2port! 0hoose Primavera PM.MM, then clic# ?e2t!
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%hoose -esource 4n$2 or -o$e 4n$2 as the export t2pe0 then c$ic= <ext,
' pe a name for the 6$, file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Project Management module! 0lic# :inish to e2port the roles or resources to a single file with an 6$, e2tension!
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%$ic= to se$ect the $ocation 1here the fi$e 1i$$ #e stored,
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Importing Pro*ects
:or more information on e2porting project data, see ;$2porting Projects< on page 7FF! :or information about the tables and fields that are converted, see the 6$,P,O1$0'S!P": file, located in the 9"ocumentation9'echnical "ocumentation9"ata Mapping "ocs folder on the Primavera "ocumentation 0"!
Project data can be transferred from the Project Management module as 6$, files %Primavera proprietar e2change format& and used with an other Project Management module installation, regardless of the database t pe on which it runs! 4se the $2port wizard to e2port Project Management projects to 6$, files) use the +mport wizard to bring 6$, files into the Project Management module! 8ou ma want to use these wizards to >uic#l bac# up and restore one or more projects! 'he +mport wizard guides ou through the steps for importing projects!
When 2ou import pro*ect data0 secure codes and secure code assignments re$ated to the pro*ect are not imported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;, If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 some restrictions app$2 1hen importing activit2 resource assignments, -efer to the .e$p for more detai$s,
:or information on importing material resources, see ;+mporting ,oles or ,esources< on page 7BI!
G)- fi$es exported from version ',x of the Pro*ect +anagement modu$e0 or from Primavera %ontractor ',10 can #e imported in version (,? of the Pro*ect +anagement modu$e,
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Se$ect import t2pe and fi$e +n the Project Management module, choose :ile, +mport! 0hoose Primavera PM.MM, then clic# ?e2t!
%hoose Pro*ect as the import t2pe0 then c$ic= <ext,
/he data in the import fi$e must match the format #eing imported, Cor examp$e0 2ou cannot import a pro*ect from an G)- fi$e that contains on$2 ro$e or resource data,
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%$ic= the ro1se #utton to se$ect the fi$e 2ou 1ant to import, %$ic= <ext,
If 2ou inc$ude more than one pro*ect in an G)- fi$e0 the re$ationships #et1een the pro*ects are preserved,
Specif2 import pro*ect options *n 6$, file can contain data from several projects! 'he first column in the +mport Project Options dialog bo2 lists all the projects included in the 6$, file! +f a project with the same name alread e2ists in the current installation of the Project Management module, the Match chec#bo2 ne2t to it is mar#ed!
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'o prevent data in the project management database from being overwritten when ou import the file, double-clic# the +mport *ction field ne2t to each project, then select one of the following options
4pdate $2isting Project 'he e2isting project is updated with an new.modified data in the 6$, file) adds new data if the record does not e2ist! Select the project to update in the +mport 'o field! *ll currentl open projects are listed! 8ou can further define how data should be updated when matches occur! See ;0hoose update project options< on page 7JJ! 0reate ?ew Project 'he e2isting project5s data remains the same! * new project is created! 0lic# the +mport 'o field to select where the new project will be placed in the $PS! * number is appended to the end of the project name! (hen the import is complete, ou can rename the project! :or e2ample, if ou are creating a new project from the e2isting project, *4'O, the new project is named *4'O-I!
!ou must se$ect the %reate <e1 Pro*ect option if 2ou 1ant the Pro*ect +anagement modu$e to import past period actua$ data, If 2ou choose an2 other option0 past period actua$ va$ues are not imported, If 2ou se$ect the %reate <e1 Pro*ect option0 past period actua$ data 1i$$ on$2 #e imported if the defined financia$ periods are exact$2 the same in #oth data#ases,
,eplace $2isting Project 'he e2isting project is deleted and replaced with the project imported from the 6$, file! Select the project to be replaced in the +mport 'o field!
ase$ines and timesheets assigned to pro*ects are de$eted 1hen 2ou se$ect the -ep$ace )xisting Pro*ect import option,
+gnore this Project 'he project is not imported in the Project Management module! *dd +nto $2isting Project 8ou can merge the project ou are importing within an e2isting project! 0lic# the +mport 'o field, then select a specific (MS level within an e2isting project! 'he imported project is appended to the selected (MS!
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%hoose update pro*ect options 0lic# ?e2t to select a la out configuration to use when importing project data! 'he options specified in the la out determine how the Project Management module handles data in the import file that matches data in the database! 8ou can create and save several different configurations) however, onl one configuration can be used to import the file! Select 8es in the 4se field ne2t to the configuration ou want to use!
/he Update Pro*ect 4ptions dia$og #ox appears0 regard$ess of the import option 2ou se$ect, Cor examp$e0 if 2ou choose to create a ne1 pro*ect0 2ou sti$$ must se$ect a configuration for importing g$o#a$ data,
%$ic= to create a ne1 $a2out configuration, %$ic= to customi@e the $a2out configuration,
+odif2 a $a2out configuration 'he options specified in a la out configuration determine how data is updated when projects are imported! 'o modif these options, select the la out in the 4pdate Project Options dialog bo2, then clic# Modif !
&:;
/he import of activities0 their re$ationships0 and their resource assignments is dependent on one another, Cor examp$e0 if 2ou choose to update one of these items0 a$$ three are updated automatica$$2, If the G)- fi$e 2ou are importing 1as exported from Primavera %ontractor0 do not se$ect an2 of these options if the Pro*ect +anagement modu$e pro*ect 2ou are updating contains W S Summar2 tas=s, If 2ou choose an2 of these options0 the W S Summar2 tas=s 1i$$ #e de$eted,
+ar= to de$ete specific items that are in the pro*ect #eing updated0 #ut are not inc$uded in the import fi$e,
'he Modif +mport 0onfiguration dialog bo2 lists the data t pes for which ou can set options! Mar# the "elete chec#bo2 ne2t to a data item to remove data that e2ists in the project ou are updating, but is not included in the file ou are importing! :or e2ample, if several activities are defined in the project ou are updating, but the are not included in the file to be imported, mar# the chec#bo2 in the "elete column to remove the activities from the project being updated!
/he De$ete fie$d app$ies on$2 to ris=s0 re$ationships to externa$ pro*ects0 thresho$ds0 activities0 activit2 re$ationships0 and activit2 resource assignments, G$o#a$ data t2pes are not affected #2 this setting,
Select one of the following in the *ction field to indicate how the data t pe is updated-
&:>
3eep $2isting ,etains data in the e2isting project and does not overwrite it with the updated data) adds new data if the record does not e2ist! 4pdate $2isting Overwrites data in the e2isting project with updated data) adds new data if the record does not e2ist! +nsert ?ew ,etains data in the e2isting project and adds an new data items! :or e2ample, if a new role was added in the 6$, file, but ou don5t want to change the e2isting roles, choose +nsert ?ew to add the new role to the e2isting project! "o ?ot +mport ,etains data in the e2isting project and does not import the updated data!
'he action ou choose for importing the items in the *ctivit "ata ' pe group are dependent on each other! :or e2ample, if ou choose to update e2isting relationships, ou must also update e2isting resource assignments and activities associated with the relationships!
/he action for activit2 data t2pes are dependent on one another,
/he De$ete fie$d for these items can #e independent,
+f a relationship t pe was updated when the project was e2ported, to import the modified relationship t pe, ou must choose to 4pdate $2isting and mar# the "elete field for activit relationships) otherwise, a new relationship will be added! :or e2ample, suppose ou have *ctivit ICC with a finish to start relationship t pe! +f ou import a project that has *ctivit ICC, but the relationship t pe has been changed to a start to start t pe, the import process results in *ctivit ICC with both the finish to start relationship and the start to start relationship when ou do not mar# the "elete field! 8ou must mar# the "elete field to remove the original relationship t pe of finish to start!
/he Activit2 -esource Assignments item under Activit2 Data /2pe inc$udes ro$es,
0lic# O3 to save changes to the modified la out configuration! 0lic# ?e2t!

&;?
Se$ect a currenc2 +f the import file does not specif a currenc , or if the currenc does not match a currenc defined in the Project Management module, the 0urrenc ' pe dialog bo2 appears! 0lic# the Mrowse button to select a currenc that matches the one found in the import file! +f our currenc is not listed, cancel the +mport wizard and add the currenc in the 0urrencies dialog bo2 %*dmin, 0urrencies&!
!ou 1i$$ not see this dia$og #ox if the import currenc2 is the same as the #ase currenc2,
0lic# ?e2t, then clic# :inish to import the project!
&;1
Importing -o$es or -esources

:or information about the tables and fields that are converted, see 6$,,$SO4,0$S!P": or 6$,,OL$S!P":, located in the 9"ocumentation9'echnical "ocumentation9"ata Mapping "ocs folder on the Primavera "ocumentation 0"!
'he Project Management module enables ou to import 6$, files that contain onl roles or resources! 8ou ma want to choose this option to add new roles.resources to the resource hierarch or overwrite the e2isting role.resource hierarch ! ,oles and resources are defined at the global level!
When 2ou import ro$es and resources0 secure codes and secure code assignments re$ated to the ro$es and resources are not imported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;, If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 some restrictions app$2 1hen importing resources, -efer to the .e$p for more detai$s, G)- fi$es exported from version ',x of the Pro*ect +anagement modu$e0 or from Primavera %ontractor ',10 can #e imported in version (,? of the Pro*ect +anagement modu$e,
&;"
Se$ect import t2pe and fi$e +n the Project Management module, choose :ile, +mport! 0hoose Primavera PM.MM, then clic# ?e2t! 0hoose to import ,esource Onl or ,ole Onl data! 0lic# ?e2t!
/he data in the import fi$e must match the format #eing imported, Cor examp$e0 2ou cannot import resource data from an G)- fi$e that contains pro*ect data,
&;&
%hoose update ro$e or resource options 0lic# ?e2t to select a la out configuration to use when importing role or resource data! 'he options specified in the la out determine how the Project Management module handles role or resource data in the import file that matches data in the database! 8ou can create and save several different configurations) however, onl one configuration can be used to import the file! Select 8es in the 4se field ne2t to the configuration ou want to use!
%$ic= to create a ne1 $a2out configuration,
%$ic= to customi@e the $a2out configuration,
+odif2 a $a2out configuration 'he options specified in a la out configuration determine how data is updated when roles.resources are imported! 'o modif these options, select the la out in the 4pdate ,ole. ,esource Options dialog bo2, then clic# Modif ! 'he Modif +mport 0onfiguration dialog bo2 lists the data t pes for which ou can set options! 'he "elete field does not affect the import of resources or roles! 'his field applies onl to activities, ris#s, relationships to e2ternal projects, and thresholds!
&;'
Dou#$e-c$ic= to se$ect the action to ta=e 1hen dup$icate data is encountered,
Select one of the following in the *ction field to indicate how the roles or resources are updated
3eep $2isting ,etains roles.resources in the global dictionar and does not overwrite them with the updated data) adds new data if the record does not e2ist! 4pdate $2isting Overwrites roles.resources in the global dictionar with updated data) adds new data if the record does not e2ist! +nsert ?ew ,etains roles.resources in the global dictionar and adds an new roles.resources!
-esource assignments to the ro$es are not inc$uded 1hen exporting on$2 ro$es, /o maintain resource ro$e assignments 1hen se$ecting Insert <e10 resource data must #e exportedNimported,
"o ?ot +mport ,etains e2isting roles.resources in the global dictionar and does not import the updated roles.resources!
0lic# O3 to save changes to the modified configuration, then clic# ?e2t! Se$ect a currenc2 +f the import file does not specif a currenc , or if the currenc does not match a currenc defined in the Project Management module, the 0urrenc ' pe dialog bo2 appears! 0lic# the Mrowse button to select a currenc that matches the one found in the import file! +f our currenc is not listed, cancel the +mport wizard and add the currenc in the 0urrencies dialog bo2 %*dmin, 0urrencies&!
0lic# ?e2t, then clic# :inish to import the resources.roles!

/ransferring +ethodo$og2 Data
&;(

Methodolog data can be transferred between In this chapter
)xporting +ethodo$ogies )xporting -o$es or -esources Importing +ethodo$ogies Importing Pro*ects as +ethodo$ogies Importing -o$es or -esources
Project Management module users b e2porting and importing 6$, files %Primavera proprietar e2change format&! 'his chapter describes how to use the $2port and +mport wizards in the Methodolog Management module to transfer methodologies between Methodolog Management module users, e2port methodologies to the Project Management module as project plans, and import a project from the Project Management module as a new methodolog !
&;9
)xporting +ethodo$ogies
:or more information about importing methodologies as 6$, files, see ;+mporting Methodologies< on page 7DC!
Methodologies can be transferred from the Methodolog Management module as 6$, files %Primavera proprietar e2change format& and used with an other Methodolog Management installation, regardless of the database t pe on which it runs! 4se the $2port wizard to e2port methodologies to 6$, files) use the +mport wizard to bring 6$, files into the Methodolog Management module! 8ou ma want to use these wizards to >uic#l bac# up and restore one or more methodologies! 'he should not be used to bac# up our entire database! 'he $2port wizard guides ou through the steps for e2porting methodologies! Se$ect export t2pe and methodo$og2 +n the Methodolog Management module, open the methodolog that ou want to e2port! 0hoose :ile, $2port! 0hoose Primavera PM.MM, then clic# ?e2t!
%hoose +ethodo$og2 as the export t2pe0 then c$ic= <ext,
&;:
Specif2 fi$ename and $ocation ' pe a name for the 6$, file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Methodolog Management module! 0lic# :inish to e2port the methodolog to a single file with an 6$, e2tension!
&;;
)xporting -o$es or -esources

'he Methodolog Management module enables ou to e2port roles or resources in our resource hierarch to 6$, files! 8ou ma want to choose this option to include e2isting roles or resources in a new database! )xport ro$es or resource data +n the Methodolog Management module, choose :ile, $2port! 0hoose Primavera PM.MM, then clic# ?e2t!
%hoose to export -esource 4n$2 or -o$e 4n$2 data0 then c$ic= <ext,
&;>
' pe a name for the 6$, file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Methodolog Management module! 0lic# :inish to e2port the roles or resources to a single file with an 6$, e2tension!
&>?
Importing +ethodo$ogies
:or more information on e2porting methodologies, see ;$2porting Methodologies< on page 7BF!
Methodologies can be transferred from the Methodolog Management module as 6$, files %Primavera proprietar e2change format& and used with an other Methodolog Management installation, regardless of the database t pe on which it runs! 4se the $2port wizard to e2port projects to 6$, files) use the +mport wizard to bring 6$, files into the Methodolog Management module! 8ou ma want to use these wizards to >uic#l bac# up and restore one or more methodologies! 'he +mport wizard guides ou through the steps for importing methodologies! Se$ect import t2pe and fi$e +n the Methodolog Management module, choose :ile, +mport! 0hoose Primavera PM.MM, then clic# ?e2t and choose Methodolog !
&>1
Se$ect the action to ta=e 1ith the imported data +f ou have a methodolog open when ou import, ou are prompted to choose an action! 0hoose one of the following actions, then clic# ?e2t
0reate a ?ew Methodolog 'he e2isting methodolog 5s data remains the same! * new methodolog is created! 'his action is performed automaticall if no methodolog is open when ou import! +mport into the 0urrent Methodolog 8ou can merge the methodolog ou are importing within an e2isting methodolog ! 0lic# ?e2t, then select a specific (MS level within the methodolog ! 'he imported methodolog is appended to the selected (MS! ,eplace the 0urrent Methodolog 'he e2isting methodolog is deleted and replaced with the one imported from the 6$, file!
&>"
%hoose update methodo$og2 options 0lic# ?e2t to select a la out configuration to use when importing methodologies! 'he options specified in the la out determine how the Methodolog Management module handles data in the import file that matches data in the database! 8ou can create and save several different configurations) however, onl one configuration can be used to import the file! Select 8es in the 4se field ne2t to the configuration ou want to use!
/he Update +ethodo$og2 4ptions dia$og #ox disp$a2s0 regard$ess of the import option 2ou se$ect, Cor examp$e0 if 2ou choose to create a ne1 methodo$og20 2ou sti$$ must se$ect a configuration for importing g$o#a$ data,
&>&
+odif2 a $a2out configuration 'he options specified in a la out configuration determine how data is updated when methodologies are imported! 'o modif these options, select the la out in the 4pdate Methodolog Options dialog bo2, then clic# Modif !
+ar= to de$ete ris=s0 activities0 or activit2 cores that are in the methodo$og2 #eing updated0 #ut are not inc$uded in the import fi$e,
'he Modif +mport 0onfiguration dialog bo2 lists the data t pes for which ou can set options! Mar# the "elete chec#bo2 ne2t to a data item to remove data that e2ists in the methodolog ou are updating, but is not included in the file ou are importing! :or e2ample, if several activities are defined in the methodolog ou are updating, but are not included in the file to be imported, mar# the chec#bo2 in the "elete column to remove the activities from the methodolog being updated!
/he De$ete fie$d app$ies on$2 to activities0 activit2 cores0 and ris=s, G$o#a$ data t2pes are not affected #2 this setting,
Select one of the following in the *ction field to indicate how the data t pe is updated
3eep $2isting ,etains data in the e2isting methodolog and does not overwrite it with the updated data) adds new data if the record does not e2ist! 4pdate $2isting Overwrites data in the e2isting methodolog with data) adds new data if the record does not e2ist!
&>'
+nsert ?ew ,etains data in the e2isting methodolog and adds an new data items! :or e2ample, if a new role was added in the 6$, file, but ou don5t want to change the e2isting roles, choose +nsert ?ew to add the new role to the e2isting methodolog ! "o ?ot +mport ,etains data in the e2isting methodolog and does not import the updated data!
0lic# O3 to save changes to the modified la out configuration! 0lic# ?e2t! Se$ect a currenc2 +f the import file does not specif a currenc , or if the currenc does not match a currenc defined in the Methodolog Management module, the 0urrenc ' pe dialog bo2 appears! 0lic# the Mrowse button to select a currenc that matches the one found in the import file! +f our currenc is not listed, cancel the +mport wizard and add the currenc in the 0urrencies dialog bo2 %*dmin, 0urrencies&!
0lic# ?e2t, then clic# :inish to import the methodolog !
&>(
Importing Pro*ects as +ethodo$ogies

:or more information on e2porting project data, see the ;+mporting Projects< on page 7J7!
Project data can be transferred from the Project Management module as 6$, files %Primavera proprietar e2change format& and imported as a methodolog ! 8ou can capture the best practices of a successful project b importing the project as a methodolog ! 4se the $2port wizard in the Project Management module to e2port projects to 6$, files) use the +mport wizard in the Methodolog Management module to bring 6$, files in as methodologies!
/o import a pro*ect as a methodo$og20 the G)- fi$e must contain on$2 the pro*ect 2ou are importing, G)- fi$es exported from Pro*ect +anagement ',x can #e imported in +ethodo$og2 +anagement (,?,
&>9
Se$ect import t2pe and fi$e +n the Methodolog Management module, choose :ile, +mport! 0hoose Primavera PM.MM, then clic# ?e2t!
/he data in the import fi$e must match the format #eing imported, Cor examp$e0 2ou cannot import a pro*ect from an G)- fi$e that contains on$2 ro$e or resource data,
&>:
Se$ect action to ta=e 1ith the imported data +f ou have a methodolog open when ou import, choose one of the following actions
0reate a ?ew Methodolog 'he e2isting methodolog 5s data remains the same! * new methodolog is created! 'his action is performed automaticall if no methodolog is open when ou import! +mport into the 0urrent Methodolog 8ou can merge the methodolog ou are importing within an e2isting methodolog ! 0lic# ?e2t, then select a specific (MS level within the methodolog ! 'he imported methodolog is appended to the selected (MS! ,eplace the 0urrent Methodolog 'he e2isting methodolog is deleted and replaced with the one imported from the 6$, file!
&>;
Se$ect the source data for estimates 8ou use either the actual effort and cost data from the project or the project5s planned data as the basis of the methodolog 5s effort and cost estimates!
%hoose update pro*ect options 0lic# ?e2t to select a la out configuration to use when importing project data! 'he options specified in the la out determine how the Methodolog Management module handles data in the import file that matches data in the database! 8ou can create and save several different configurations) however, onl one configuration can be used to import the file! Select 8es in the 4se field ne2t to the configuration ou want to use!
&>>
/he Update Pro*ect 4ptions dia$og #ox appears0 regard$ess of the import option 2ou se$ect, Cor examp$e0 if 2ou choose to create a ne1 methodo$og20 2ou sti$$ must se$ect a configuration for importing g$o#a$ data,
+odif2 a $a2out configuration 'he options specified in a la out configuration determine how data is updated when projects are imported! 'o modif these options, select the la out in the 4pdate Project Options dialog bo2, then clic# Modif !
+ar= to de$ete ris=s0 activities0 or activit2 cores that are in the methodo$og2 #eing updated0 #ut are not inc$uded in the import fi$e,
'??
'he Modif +mport 0onfiguration dialog bo2 lists the data t pes for which ou can set options! Mar# the "elete chec#bo2 ne2t to a data item to remove data that e2ists in the methodolog ou are updating, but is not included in the file ou are importing! :or e2ample, if several activities are defined in the methodolog ou are updating, but are not included in the file to be imported, mar# the chec#bo2 in the "elete column to remove the activities from the methodolog being updated!
/he De$ete fie$d app$ies on$2 to activities0 activit2 cores0 and ris=s, G$o#a$ data t2pes are not affected #2 this setting,
3eep $2isting ,etains data in the e2isting methodolog and does not overwrite it with the updated data) adds new data if the record does not e2ist! 4pdate $2isting Overwrites data in the e2isting methodolog with updated data) adds new data if the record does not e2ist! +nsert ?ew ,etains data in the e2isting methodolog and adds an new data items! :or e2ample, if a new role was added in the 6$, file, but ou don5t want to change the e2isting roles, choose +nsert ?ew to add the new role to the e2isting methodolog ! "o ?ot +mport ,etains data in the e2isting methodolog and does not import the updated data!
0lic# O3 to save changes to the modified la out configuration! 0lic# ?e2t! Se$ect a currenc2 +f the import file does not specif a currenc , or if the currenc does not match a currenc defined in the Methodolog Management module, the 0urrenc ' pe dialog bo2 appears! 0lic# the Mrowse button to select a currenc that matches the one found in the import file! +f our currenc is not listed, cancel the +mport wizard and add the currenc in the 0urrencies dialog bo2 %*dmin, 0urrencies&!
0lic# ?e2t, then clic# :inish to import the project!
'?1
Importing -o$es or -esources

'he Methodolog Management module enables ou to import 6$, files that contain onl roles or resources! 8ou ma want to choose this option to add new roles.resources to the resource hierarch or overwrite the e2isting role.resource hierarch ! ,oles and resources are defined at the global level!
G)- fi$es exported from Pro*ect +anagement ',x can #e imported in +ethodo$og2 +anagement (,?,
Se$ect import t2pe and fi$e +n the Methodolog Management module, choose :ile, +mport! 0hoose Primavera PM.MM, then clic# ?e2t! 0hoose to import ,esource Onl or ,ole Onl data, then clic# ?e2t!
'?"
/he data in the import fi$e must match the format #eing imported, Cor examp$e0 2ou cannot import resource data from an G)- fi$e that contains pro*ect data,
%hoose update ro$e or resource options 0lic# ?e2t to select a la out configuration to use when importing role or resource data! 'he options specified in the la out determine how the Methodolog Management module handles role or resource data in the import file that matches data in the database! 8ou can create and save several different configurations) however, onl one configuration can be used to import the file! Select 8es in the 4se field ne2t to the configuration ou want to use!
'?&
+odif2 a $a2out configuration 'he options specified in a la out configuration determine how data is updated when roles.resources are imported! 'o modif these options, select the la out in the 4pdate ,ole. ,esource Options dialog bo2, then clic# Modif ! 'he Modif +mport 0onfiguration dialog bo2 lists the data t pes for which ou can set options! 'he "elete field does not affect the import of resources or roles! 'his field applies onl to activities, ris#s, and activit cores!
Dou#$e-c$ic= to se$ect the action to ta=e 1hen dup$icate data is encountered,
Select one of the following in the *ction field to indicate how the roles or resources are updated
3eep $2isting ,etains roles.resources in the global dictionar and does not overwrite them with the updated data) adds new data if the record does not e2ist! 4pdate $2isting Overwrites roles.resources in the global dictionar with updated data) adds new data if the record does not e2ist! +nsert ?ew ,etains e2isting roles.resources in the global dictionar and adds an new roles.resources!
-esource ro$e assignments are not inc$uded 1hen exporting on$2 ro$es, /o maintain the resource ro$e assignments 1hen se$ecting Insert <e10 resource data must #e exportedNimported,
"o ?ot +mport ,etains roles.resources in the e2isting global dictionar and does not import the updated data!
0lic# O3 to save changes to the modified la out configuration! 0lic# ?e2t!
'?'
Se$ect a currenc2 +f the import file does not specif a currenc , or if the currenc does not match a currenc defined in the Methodolog Management module, the 0urrenc ' pe dialog bo2 appears! 0lic# the Mrowse button to select a currenc that matches the one found in the import file! +f our currenc is not listed, cancel the +mport wizard and add the currenc in the 0urrencies dialog bo2 %*dmin, 0urrencies&!
0lic# ?e2t, then clic# :inish to import the roles.resources!
/ransferring Data using +icrosoft Pro*ect Ci$es
'?(

4se the Microsoft Project import.e2port option In this chapter
)xporting Pro*ects )xporting -esources Importing Pro*ects from +icrosoft Pro*ect Importing -esources from +icrosoft Pro*ect
to transfer project and resource information between the Project Management module and Microsoft Project DB or later! 8ou can also use the Microsoft Project option to import.e2port MP6 files! MP6 files enable ou to integrate with third-part applications that support MP6 versions L!C and L!I! 'his chapter describes how to use the $2port and +mport wizards to share information using the Microsoft Project format!
'?9
)xporting Pro*ects
:or information about the fields that are converted, see MSPM*PP+?/S!P": or MP6M*PP+?/S!P":, located in the 9"ocumentation9'echnical "ocumentation9"ata Mapping "ocs folder on the Primavera "ocumentation 0"!
(hen ou e2port Project Management project data to MP6, MPP, or 6ML format, ou can then import the file into Microsoft Project! MP6 files can also be imported into other software applications that support the MP6 format! 'he $2port wizard guides ou through the steps for e2porting projects! 8ou can convert multiple projects at a time to MP6, MPP, or 6ML format!
When 2ou export pro*ect data0 secure codes and secure code assignments re$ated to the pro*ect are not exported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;, /he Pro*ect +anagement modu$e does not export past period actua$ data to +icrosoft Pro*ect,
Se$ect export t2pe and pro*ect Open the projects in the Project Management module ou want to e2port! 0hoose :ile, $2port! 0hoose Microsoft Project and select the t pe of file to which ou want to e2port, then clic# ?e2t!
!ou must have +icrosoft Pro*ect >; or $ater on 2our machine to export to +PP format, !ou must have +icrosoft Pro*ect "??" or $ater on 2our machine to export to G+8 format, Suspend and resume dates can on$2 #e exported to +PP format,
'?:
!ou can export to +PG0 +PP0 or G+8 format, /he fi$e formats $isted here are #ased on the version of +icrosoft Pro*ect 2ou have insta$$ed on 2our computer,
0lear the $2port chec#bo2 ne2t to each project that should not be e2ported! "ouble clic# in the $2port :ile ?ame field if ou want to change the name and location of the Microsoft Project file! M default, the e2port file is stored in the folder in which ou installed the Project Management module! 0lic# ?e2t!
'?;
+odif2 temp$ate options *dd a new template or modif the e2isting template %if necessar &! 'he template contains options for e2changing data with Microsoft Project!
%$ic= to create a ne1 temp$ate,
%$ic= to customi@e the se$ected temp$ate,
0lic# the *ctivit tab in the Modif 'emplate dialog bo2! +n the $2port section, choose the te2t field to which to e2port the *ctivit +" from the Project Management module! +f ou choose not to e2port the *ctivit +" to a te2t field in Microsoft Project %the chec#bo2 is not mar#ed&, the Project Management *ctivit +" is not e2ported to Microsoft Project!
'?>
0lic# the ?oteboo#s tab in the Modif 'emplate dialog bo2! ?oteboo# fields are defined in the Project Management module in *dmin 0ategories %choose *dmin, *dmin 0ategories, then clic# the ?oteboo# 'opics tab&! 'hese noteboo# fields can be e2ported to project, (MS, and activit notes fields in Microsoft Project!
+ar= to export a$$ note#oo= topics defined in the Pro*ect +anagement modu$e, 4ther1ise0 on$2 the note#oo=s se$ected for the Pro*ect0 W S0 and Activit2 notes are exported,
'1?
0lic# the 0ustom :ield Mappings tab in the Modif 'emplate dialog bo2! 'o e2port our user-defined fields to a particular Microsoft Project field, select the user-defined field in the Project Management :ield column!
!ou can map custom fie$ds defined for W S0 pro*ects0 resources0 activities0 or activit2 resource assignments,
0lic# O3 to save our modifications to the template! 0lic# ?e2t to review the settings for our e2port, then clic# :inish to e2port the projects to MP6.MPP.6ML files!
W S Summar2 activities in the Pro*ect +anagement modu$e convert to Summar2 /as=s in +icrosoft Pro*ect,
'11
)xporting -esources
'he Project Management module enables ou to e2port onl the resources in our resource hierarch ! (hen ou e2port the Project Management module5s resource data to MP6, MPP, or 6ML format, ou can then import the file into Microsoft Project! MP6 files can also be imported into other software applications that support the MP6 format! 'he $2port wizard guides ou through the steps for e2porting resources!
When 2ou export resources0 secure codes and secure code assignments re$ated to the resources are not exported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;,
)xport resource data +n the Project Management module, choose :ile, $2port! 0hoose Microsoft Project and select the t pe of file to which ou want to e2port, then clic# ?e2t!
!ou must have +icrosoft Pro*ect >; or $ater on 2our machine to export to +PP format, !ou must have +icrosoft Pro*ect "??" or $ater on 2our machine to export to G+8 format,
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!ou can export to +PG0 +PP0 or G+8 format, /he fi$e formats $isted here are #ased on the version of +icrosoft Pro*ect 2ou have insta$$ed on 2our computer,
%hoose -esource 4n$2 as the export t2pe0 then c$ic= <ext,
' pe a name for the MP6.MPP.6ML file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Project Management module!
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0lic# the 0ustom :ield Mappings tab in the Modif 'emplate dialog bo2! 0hoose ,esources from the drop down list! 'o e2port our user-defined fields to a particular Microsoft Project field, select the user-defined field in the Project Management :ield column!
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0lic# O3 to save our modifications to the template! 0lic# ?e2t to review the settings for our e2port, then clic# :inish to e2port the resources to a single file with an MP6, MPP, or 6ML e2tension!
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Importing Pro*ects from +icrosoft Pro*ect

8ou ma want to transfer data from Microsoft Project to the Project Management module! 8ou can import several different t pes of Microsoft Project files! 'he files ou can import are determined b the version of Microsoft Project ou have installed on our computer! +f Microsoft Project DB or later resides on our computer, ou can import MPP, MP6, MP", M"M, and MP' files! +f Microsoft Project does not reside on our computer, ou can import MP6 files! MP6 files ma have been created in other third-part applications! 'he +mport wizard guides ou through the steps for importing projects!
When 2ou import pro*ect data0 secure codes and secure code assignments re$ated to the pro*ect are not imported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;, Cor users importing +PG fi$es0 revie1 the export ta#$e in +icrosoft Pro*ect #efore 2ou generate the +PG fi$e, /he defau$t export ta#$e settings in +icrosoft Pro*ect do not contain some data fie$ds supported #2 the +PG format, Cor examp$e0 assume 2ou have a custom fie$d mapped to the tas= fie$d Start1J #2 defau$t0 Start1 is not inc$uded in the +icrosoft Pro*ect export ta#$e, In this case0 2ou must add the Start1 fie$d to the export ta#$e to accurate$2 generate and import the +PG fi$e, Cor thirdpart2 +PG too$s0 refer to the vendors documentation for information on ho1 to export additiona$ data fie$ds, -efer to the +icrosoft Pro*ect on$ine he$p to $earn ho1 to edit the export ta#$e, If 2our +icrosoft Pro*ect soft1are is not activated0 2ou 1i$$ #e prompted to activate the soft1are Athrough the +icrosoft 4ffice Activation Wi@ardB the first time 2ou attempt to export data from +S Pro*ect to the Pro*ect +anagement modu$e A#2 se$ecting Ci$e0 )xport0 in +S Pro*ectB, !ou must activate +icrosoft Pro*ect the first time 2ou are promptedJ if 2ou do not0 the import 1i$$ not #e successfu$, +icrosoft 6et ',? users shou$d insta$$ Service Pac= 9, Import errors ma2 occur on computers running +icrosoft 6et ',? Service Pac= ( or ear$ier,
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If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 certain restrictions app$2 1hen importing activit2 resource assignments, -efer to the .e$p for more detai$s,
Se$ect import t2pe and fi$e Project, then clic# ?e2t!
0hoose :ile, +mport! 0hoose Microsoft
/he fi$e formats $isted here are #ased on the version of +icrosoft Pro*ect 2ou have insta$$ed on 2our computer,
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0lic# Select to choose the files ou want to import! +f there is a password on the Microsoft Project file, t pe the password! +f ou do not enter a password on a protected file, the project will not import!
Suspend and resume dates can on$2 #e imported from +PP fi$es Anot +PG fi$esB, When an activit2 contains mu$tip$e suspend and resume dates in +icrosoft Pro*ect0 the first suspend and resume dates Asp$it tas= dates in +icrosoft Pro*ectB are imported into the Pro*ect +anagement modu$e, An2 remaining suspend and resume dates are ignored,
"ouble clic# the +mport *ction field to select how the Microsoft Project file should be imported
0reate ?ew Project 'he e2isting project5s data remains the same! * new project is created! Select the level of the $PS at which the project should be imported! 0lic# the Mrowse button in the +mport 'o field to select an $PS node! *dd into $2isting Project 0lic# the Mrowse button in the +mport 'o field to select a specific (MS level within an e2isting project! 'he imported project is appended to the selected (MS! 'he e2isting project must be open in the Project Management module! ,eplace $2isting Project 'he e2isting project is deleted %without preserving an information& and replaced with the project imported from the Microsoft Project file! 0lic# the Mrowse button in the +mport 'o field to select the project to replace! 'he e2isting project must be open in the Project Management module!
ase$ines and timesheets assigned to pro*ects are de$eted 1hen 2ou se$ect the -ep$ace )xisting Pro*ect import option, Cor organi@ations using Primavera Pro*ect8in=0 2ou cannot import +SP-managed pro*ects 1hen se$ecting Add into )xisting Pro*ect or -ep$ace )xisting Pro*ect in the Pro*ect +anagement modu$e, Cor more information on Pro*ect8in=0 c$ic= .e$p on an2 Pro*ect8in= screen to access the Primavera Pro*ect8in= .e$p in +icrosoft Pro*ect Aavai$a#$e on$2 if Pro*ect8in= is insta$$edB,
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0lic# the /eneral tab in the Modif 'emplate dialog bo2! 'he Project Management module cannot read the currenc defined in Microsoft Project! 0lic# the Mrowse button in the Select a 0urrenc field to select a currenc to use for values in cost fields! +f our currenc is not listed, cancel the +mport wizard and add the currenc in the 0urrencies dialog bo2 %*dmin, 0urrencies&! 8ou can also choose to schedule and.or summarize the project once it is imported!
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If 2ou choose to summari@e the pro*ect after import0 se$ect the $eve$ of the W S to 1hich it shou$d #e summari@ed,
0lic# the *ctivit tab in the Modif 'emplate dialog bo2! +n the +mport section, choose how ou want to import milestone activities that have resource assignments! 8ou can import them into the Project Management module as Start Milestone activities with associated e2penses, or as 'as# "ependent activities with associated resource assignments! 'hen, choose to import the 'as# +" from Microsoft Project to the *ctivit +" field in the Project Management module or to a selected user-defined te2t field! :inall , choose if ou want to import MSP5s fi2ed costs as project e2penses) if ou do not choose this option, fi2ed costs are not imported!
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If 2ou choose this option #ut D4 <4/ se$ect the RImport +icrosoft Pro*ectRs fixed costs as expensesR option0 the mi$estones are imported #ut expenses associated 1ith the start mi$estones are not, If 2ou choose not to import the /as= IDs from +icrosoft Pro*ect0 the Pro*ect +anagement modu$e creates Activit2 IDs for each activit2, Unmar= this chec=#ox if 2ou do not 1ant to import expenses,
0lic# the ,esource tab in the Modif 'emplate dialog bo2! 0hoose whether ou want to import the ,esource +nitials or the ,esource ?ame from Microsoft Project to the ,esource +" field in the Project Management module! +f ou select ,esource +nitials, onl one resource is imported if multiple resources in Microsoft Project use the same initials! +f ou select ,esource ?ame, the first EC characters of the name import %based on our setting in the *dmin Preferences, +" Lengths tab in the Project Management module&! 0hoose how to handle resources that alread e2ist in the project management module database but are also contained in the Microsoft Project import file!
3eep e2isting resource ,etains the resource in the project management database and does not overwrite it with the resource from the Microsoft Project file! 4pdate e2isting resource Overwrites the resource in the project management database with the resource from the Microsoft Project file! *dd new resource ,etains the resource in the project management database but also adds the resource from the Microsoft Project file!
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0hoose whether ou want to add a new resource if the resource does not alread e2ist in the project management module database but is contained in the Microsoft Project import file! 'hen, select the level of the hierarch at which resources should be imported! 0lic# the Mrowse button, then select the resource under which to place all resources from the Microsoft Project file!
If 2ou choose not to import the resource0 the resource assignments are not imported,
0lic# the ?oteboo#s tab in the Modif 'emplate dialog bo2! Project, (MS, and activit notes from Microsoft Project are imported into ?oteboo# fields in the Project Management module! ?oteboo# fields are defined in the Project Management module in *dmin 0ategories %choose *dmin, *dmin 0ategories, then clic# the ?oteboo# 'opics tab&! Select the ?oteboo# fields into which ou want to import the Microsoft Project notes!
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0lic# the 0ustom :ield Mappings tab in the Modif 'emplate dialog bo2! 8ou can import information from Microsoft Project into user-defined fields in the Project Management module! :or each Microsoft Project field ou want to import, select a user-defined field in the Project Management :ield column!
!ou can map +icrosoft Pro*ect fie$ds to user-defined fie$ds re$ated to W S0 pro*ects0 resources0 activities0 or activit2 resource assignments,
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0lic# O3 to save our modifications to the template! 0lic# ?e2t to review our import settings, then clic# :inish to import the Microsoft Project files!
Summar2 /as=s in +icrosoft Pro*ect import as W S Summar2 activities in the Pro*ect +anagement modu$e,
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Importing -esources from +icrosoft Pro*ect

8ou ma want to transfer resources from Microsoft Project to the Project Management module! 8ou can import several different t pes of Microsoft Project files! 'he files ou can import are determined b the version of Microsoft Project ou have installed on our computer! +f Microsoft Project DB or later resides on our computer, ou can import MPP, MP6, MP", M"M, and MP' files! +f Microsoft Project does not reside on our computer, ou can import MP6 files! MP6 files ma have been created in other third-part applications! 'he +mport wizard guides ou through the steps for importing resources!
When 2ou import resources0 secure codes and secure code assignments re$ated to the resources are not imported, Cor more information a#out secure codes0 refer to LDefining G$o#a$ Profi$esM on page ">;, If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 certain restrictions app$2 1hen importing resources, -efer to the .e$p for more detai$s, +icrosoft 6et ',? users shou$d insta$$ Service Pac= 9, Import errors ma2 occur on computers running +icrosoft 6et ',? Service Pac= ( or ear$ier,
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Se$ect import t2pe and fi$e Project, then clic# ?e2t!
0hoose :ile, +mport! 0hoose Microsoft
/he fi$e formats $isted here are #ased on the version of +icrosoft Pro*ect 2ou have insta$$ed on 2our computer,
%hoose -esource 4n$2 as the import t2pe0 then c$ic= <ext,
0lic# Select to choose the files ou want to import! +f there is a password on the Microsoft Project file, t pe the password! +f ou do not enter a password on a protected file, the resources will not import!
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0lic# the ,esource tab in the Modif 'emplate dialog bo2! 0hoose whether ou want to import the ,esource +nitials or the ,esource ?ame from Microsoft Project to the ,esource +" field in the Project Management module! +f ou select ,esource +nitials, onl one resource is imported if multiple resources in Microsoft Project use the same initials! +f ou select ,esource ?ame, the first EC characters of the name import %based on our setting in the *dmin Preferences, +" Lengths tab in the Project Management module&!
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0hoose how to handle resources that alread e2ist in the project management database but are also contained in the Microsoft Project import file!
3eep e2isting resource ,etains the resource in the project management database and does not overwrite it with the resource from the Microsoft Project file! 4pdate e2isting resource Overwrites the resource in the project management database with the resource from the Microsoft Project file! *dd new resource ,etains the resource in the project management database but also adds the resource from the Microsoft Project file!
0hoose whether ou want to add a new resource if the resource does not alread e2ist in the project management database but is contained in the Microsoft Project import file! 'hen, select the level of the hierarch at which resources should be imported! 0lic# the Mrowse button, then select the resource under which to place all resources from the Microsoft Project file!
If 2ou choose not to import the resource0 the resource assignments are not imported,
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0lic# the 0ustom :ield Mappings tab in the Modif 'emplate dialog bo2! 8ou can import information from Microsoft Project into user-defined fields in the Project Management module! 0hoose ,esources from the drop-down list! :or each Microsoft Project field ou want to import, select a user-defined field in the Project Management :ield column! 'he :ield column is sorted b field t pe!
0lic# O3 to save our modifications to the template! 0lic# ?e2t to review the settings for our import, then clic# :inish to import the Microsoft Project resources!
/ransferring Data using +icrosoft )xce$ Ci$es
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4se the Spreadsheet import.e2port option to In this chapter
)xporting Pro*ect Data to +icrosoft )xce$ Updating Pro*ect Data in +icrosoft )xce$ Importing Pro*ects from +icrosoft )xce$
transfer project and resource information between the Project Management module and Microsoft $2cel! 'his chapter describes how to use the $2port and +mport wizards to share information using the Spread sheet %6LS& format!
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)xporting Pro*ect Data to +icrosoft )xce$

(hen ou e2port Project Management project data to 6LS file format, ou can then open the file in Microsoft $2cel! 8ou can also import the file into other software applications that support the 6LS file format! 'he $2port wizard guides ou through the steps for e2porting projects!
/o import data from an G8S fi$e0 2ou must have the Pro*ect Superuser securit2 profi$e,/his setting is avai$a#$e in the Pro*ect Access ta# in the Admin0 Users dia$og #ox, )xport does not support the su#-unit time format, +a=e sure the Su#-unit chec=#oxes are c$ear in the )dit0 User Preferences0 /ime Units ta#,
Se$ect export format and su#*ect area Open the project in the Project Management module ou want to e2port! 0hoose :ile, $2port to start the $2port wizard! 0hoose Spread Sheet, then clic# ?e2t!
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Se$ect the su#*ect areas 2ou 1ant to export0 then c$ic= <ext,
If 2ou choose mu$tip$e su#*ect areas0 )xport 1i$$ create an individua$ 1or=sheet for each su#*ect area in the spreadsheet fi$e,
Select the project to e2port from a list of open projects! 0lic# ?e2t!
If 2ou choose -esources as the on$2 su#*ect area to export0 2ou do not have to se$ect a pro*ect to export, /his step is s=ipped during the )xport 1i@ard, /he Pro*ect +anagement app$ication exports a$$ resources in the Pro*ect +anagement data#ase,
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+ar= the appropriate chec=#ox next to the pro*ects 2ou 1ant to export,
+odif2 temp$ate options *dd a new template or modif the e2isting template! 'he template contains options for e2changing data with Microsoft $2cel or other spreadsheet applications! 0lic# Modif to customize the selected template!
Sing$e-c$ic= to rename the temp$ate,
Select a Subject *rea in the Modif 'emplate dialog bo2 to modif its options! +n the 0olumns tab, select the fields to e2port! 'he available options are based on the selected subject area!
!ou cannot remove a su#*ect areas re3uired co$umns from the Se$ected 4ptions section,
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%$ic= to expand the $ist of data items,
%$ic= to app$2 the defau$t co$umns to the export temp$ate,
+n the Modif 'emplate dialog bo2, clic# the :ilter tab to select the activities ou want to e2port for the selected subject area! +f using more than one filter, choose to show activities that meet all selection criteria in each filter, or to show activities that must meet onl one selection criteria in each filter! Select the filter%s& to use for the e2port file! +f necessar , clic# Modif to edit the selected user-defined filter! 'he fields available for filtering are based on the selected subject area!
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+ar= to inc$ude a$$ the data items that export 1ith the se$ected su#*ect area,
0lic# the Sort tab in the Modif 'emplate dialog bo2 to appl order to the columns during e2port! Select the sort order for each field name! 0lic# O3 to save our modifications to the template!
%$ic= to define a sort order for the se$ected su#*ect area,
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0lic# ?e2t to define the location to save the e2port file! "ouble clic# in the :ile ?ame field and clic# the Mrowse button if ou want to change the name and location of the e2port file! 0lic# ?e2t to view the summar information for the e2port file! 0lic# :inish to e2port the project data to an 6LS file!
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Updating Pro*ect Data in +icrosoft )xce$

'he Project Management module e2ports subject areas as individual sheets within the 6LS file! +n the e2port file, each field within a subject area displa s as a column in the e2cel sheet! 8ou can update each subject area in its own sheet!
/o successfu$$2 import data0 do not de$ete the US)-DA/A sheet, /his sheet contains the user preference settings for the Pro*ect +anagement app$ication,
Cor information a#out sheet names for su#*ect areas0 refer to the Primavera Pro*ect +anagement modu$e .e$p,
Update unit0 cost0 duration0 percent comp$ete0 and date fie$ds (hen updating unit, cost, duration, and percent complete fields, ou ma want to import one updated field at a time into the Project Management module! :or e2ample, ou can e2port the *ctivities subject area, and update the activit percent complete and the remaining duration in the e2port file! (hen ou import the $2cel file, PM updates the activit data! =owever, to update other activit values related to the remaining duration and percent complete, PM needs to #now which field was updated first! +n PM, ou cannot update these fields simultaneousl ! 'o update unit, cost, duration, and percent complete fields, ma#e a cop of the e2port file ou want to update!
/he activit2 expenses have #een exported to )xce$,
+n the copied file, update the necessar field for an activit ! +n that activit row, blan# out the remaining fields that are not mar#ed %H& to give it a null value! *s a result, during import, PM will not update the fields with null values in the project, and PM will calculate the other fields as necessar !
Updated fie$d
/he other cost fie$ds are #$an= in the export fi$e, Import 1i$$ on$2 update the udgeted %ost fie$d for activit2 A1???,
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"o not remove or null the value of uni>ue fields! ,efer to 'able I to view the list of uni>ue fields! +n PM, choose :ile, +mport to import the $2cel file into the selected project! ,epeat these steps for each unit, cost, duration, percent complete, and date field! De$ete a ro1 'o delete a row in the e2ported file, place a ;"< or ;d< in the "elete 'his ,ow column in the e2port file! 'his is placed as the last column in the e2port file! (hen ou import, the deleted row is moved from the project database! Update uni3ue fie$ds +f ou modif uni>ue columns, such as *ctivit +", ,elationship t pe, and ,esource +", import adds new data instead of updating the e2isting information! :or e2ample, if ou modif the *ctivit +" and import the file, import adds a new activit to the project! 'o successfull update the e2isting activit +", or other uni>ue fields, cop and paste the e2isting row, update it, then delete the original row! :or e2ample, to change the relationship between two activities, select the row of the relationship ou want to modif in the '*S3P,$" sheet in $2cel! 0hoose $dit, 0op , and then choose $dit, Paste to place a cop of the activit row in the same sheet! 0hange the value in the ,elationship ' pe field of one of the rows! ' pe a ;"< or ;d< in the other row to delete it! *s a result, Project Management adds a new relationship and deletes the old relationship! 'able I lists the uni>ue fields for each subject area! Subject *rea 0olumn%s&
*ctivities *ctivit ,elationships $2penses ,esource *ssignments *ctivit +" Successor, Predecessor, ,elationship ' pe *ctivit +", $2pense +tem *ctivit +", ,esource +", ,ole +", 0ost *ccount +"
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Importing Pro*ects from +icrosoft )xce$

8ou can import data that has been e2ported and updated in Microsoft $2cel into the Project Management module! +f Microsoft $2cel does not reside on our computer, ou can still import 6LS files that ma have been created in other third-part applications! 'he +mport wizard guides ou through the steps for importing projects!
/he User Preference settings are stored in the US)-DA/A sheet of the exported fi$e, If this sheet is de$eted0 information 1i$$ not #e imported #ased on the user preference settings that 1ere used 1hi$e exporting data, /he Pro*ect +anagement modu$e ignores past period actua$ co$umns 1hen importing data from G8S fi$es,
Cor more information on importing0 refer to the Pro*ect +anagement .e$p,
Se$ect import format and fi$e 0hoose :ile, +mport! 0hoose Spreadsheet, then clic# ?e2t!
' pe the location of the 6LS file or clic# the Mrowse button to select the file ou want to import! 0lic# ?e2t! Se$ect import t2pe and options the project! 0lic# ?e2t! 0hoose the subject areas to import into
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)ach su#*ect area is exported to a separate 1or=sheet in the G8S fi$e, /he Import 1i@ard 1i$$ not import a su#*ect area if its tit$e has #een changed in the 1or=sheet 1ithin the G8S fi$e, If the tit$e has #een changed0 the su#*ect area 1i$$ #e gra2ed out on the Import /2pe 1indo1,
If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 users 1ith restricted resource access cannot import resources that do not current$2 exist in the resource dictionar2, -ather0 users 1ith restricted resource access can on$2 update existing resources contained in their assigned resource access node, Users 1ith no resource access cannot add or update an2 resources,
Se$ect the pro*ect to update 'he e2isting project is updated with an new.modified data in the 6LS file! 0lic# the Mrowse button in the +mport 'o field to select the project to update! 'he project must be open in the Project Management module to use this option!
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0lic# ?e2t to displa information about the import file! 0lic# :inish to complete the import!
Import errors are recorded in the import $og fi$e P-+EG8SI+P4-/,84G, If errors occur0 Import 1i$$ prompt 2ou to vie1 this fi$e in the userRs temp director2,
/ransferring Data et1een P& and the Pro*ect +anagement +odu$e
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Project data from Primavera Project Planner In this chapter
)xporting Pro*ects to P& &,x Importing P& &,x Pro*ects to the Pro*ect +anagement +odu$e
%P7& version 7!2 can be converted and opened in the Project Management module, and Project Management projects can be converted and opened in P7 7!2! +f ou are using the Project Management module, however, Primavera recommends that ou convert our P7 7!2 projects to Project Management format, as the Project Management module contains man features and fields that cannot be converted to P7 7!2 format! 'his chapter describes how to use the $2port and +mport wizards to share project information between P7 and the Project Management module!
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)xporting Pro*ects to P& &,x

:or more information about data that is transferred from the Project Management module to P7 7!2, see ;Special considerations< on page LLF!
8ou can convert an e2isting Project Management project to Primavera Project Planner %P7& 7!2 format, for e2ample, when ou need to share data with a subcontractor who does not use the Project Management module! Mecause the Project Management module uses man structures and features that P7 7!2 does not support, some data is not converted! 'he $2port wizard guides ou through the steps for e2porting projects! 8ou can convert onl one project at a time to P7 7!2 format! Se$ect export t2pe and pro*ect Open the project ou want to e2port! 0hoose :ile, $2port! 0hoose Primavera Project Planner, then clic# ?e2t!
Mar# the $2port chec#bo2 ne2t to the project ou want to e2port, then clic# ?e2t!
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' pe a name for the P7 7!2 file!
/2pe a four-character name for the pro*ect,
%$ic= the ro1se #utton to se$ect the $ocation 1here the P& &,x fi$e 1i$$ #e stored,
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Se$ect p$anning unit 0hoose the planning unit %hours or da s& that ou want P7 7!2 to use to schedule project data! 'he Project Management module uses onl hourl planning units! +f ou choose "a s, ou can select to e2port the resource units as hours or da s! 0lic# ?e2t!
See LAdvanced conversion optionsM on page ':( to change the num#er used to ca$cu$ate da2s,
%hoose cost ca$cu$ation ru$es 8ou can set several *utocost rules for the e2ported project! "efault settings are used for all other *utocost rules! 'hese calculations appl onl when the project is scheduled in P7 7!2! 8ou can change these settings when ou open the project in P7 7!2!
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8es, lin# remaining duration and schedule percent complete- 'his rule automaticall lin#s each activit 5s schedule percent complete %P0'& with its remaining duration %,"&! (hen ou update either value, P7 7!2 calculates the other! 0lear this chec#bo2 if the schedule percent complete for our activities does not t picall indicate their remaining duration! 8es, freeze resource units per timeperiod- Mar# this chec#bo2 to freeze the units per timeperiod and calculate a new estimate to complete when the remaining duration changes)stimate to %omp$ete Q Units per /imeperiod x -emaining Duration )stimate at %omp$etion Q <e1 )stimate to %omp$ete S Actua$ to Date
(hen this chec#bo2 is cleared, P7 7!2 can adjust the units per time-period when the estimate to complete or the remaining duration changesUnits per /imeperiod Q )stimate to %omp$ete N -emaining Duration
(hen resources >uantities are updated, P7 should use current unit prices to recompute the following costs- Mudget, *ctual to "ate, $stimate to 0omplete- Mar# an chec#bo2 for this rule if ou want P7 7!2 to calculate the cost of the resource5s budget, actual to date, or estimate to complete as the product of its unit price %from the ,esource dictionar & and the >uantit ! P7 7!2 uses the following formulasudgeted %ost Q udgeted 7uantit2 x Price per Unit Actua$ %ost Q Actua$ 7uantit2 to Date x Price per Unit %ost to %omp$ete Q 7uantit2 to %omp$ete x Price per Unit Primavera - Administrators Guide
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Mecause the cost at completion depends on the newl calculated costs, P7 7!2 recalculates the cost at completion as
%ost at %omp$etion Q %ost to %omp$ete S Actua$ %ost
*fter selecting the cost calculation rules, clic# :inish to e2port the project! P7 7!2 files are created in the folder specified! 'hese files can be opened directl through P7 7!2! Specia$ considerations 'he following list describes the data items that are transferred from the Project Management module to P7 7!2!
"uration t pes 'he Project Management module5s duration t pes control the wa resource and activit dates are scheduled! "uration t pes are similar to *utocost rules in P7 7!2! (hen the duration t pe in the Project Management module is :i2ed 4nits or :i2ed 4nits. 'ime, the resource assignment becomes driving in P7 7!2! (hen the duration t pe in the Project Management module is :i2ed "uration ` 4nits.'ime or :i2ed "uration ` 4nits, the resource assignment becomes nondriving in P7 7!2! 4sing :i2ed "uration ` 4nits.'ime is comparable to mar#ing the :reeze ,esource 4nits per 'imeperiod chec#bo2 in P7 7!2! ,esources 'he Project Management module contains a global dictionar of resources that are used for all projects in the organization! P7 7!2 stores resources at the project level! Onl resources assigned to activities in the project being e2ported are imported into P7 7!2! 'he resource +" in the Project Management module can contain IG characters) resource +"s in P7 7!2 can contain eight characters! P7 7!2 truncates resource +"s to B characters! +f duplicate +"s e2ist, P7 7!2 automaticall increments the last two characters of the +"! ?oteboo#s +n the Project Management module, each activit is assigned a ?oteboo# field, which can contain up to 7E,CCC characters! P7 7!2 contains DD log records! $ach log can contain LB characters! ?oteboo#s are converted to logs in P7 7!2, but the information is truncated if it does not fit in the DD log records! 4nits and costs 'o calculate >uantities in P7 7!2, labor and nonlabor units from the Project Management module are added! 'o calculate costs in P7 7!2, labor, nonlabor, and material costs, e2penses, and overtime costs from the Project Management module are added!
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*ctivit +"s +n the Project Management module, activit +"s can contain EC characters, while in P7 7!2, the are limited to IC characters! P7 7!2 truncates the Project Management module5s activit +"s to IC characters! (hen duplicate +"s e2ist, the first eight characters of the activit +" are converted and P7 7!2 increments the last two characters starting with CC! :or e2ample, the Project Management module5s activit +"s *M0"$:/=+13LM?OPQ,S' and *M0"$:/=+13LM?OPPPP are converted to *M0"$:/=+1 and *M0"$:/=CC in P7 7!2! 0ost accounts 'he 0ost *ccounts "ictionar in both P7 7!2 and the Project Management module can contain an unlimited number of cost accounts) however, in the Project Management module the dictionar is global, while in P7 7!2 it is project-specific! Onl the cost accounts assigned in the Project Management project are converted to P7 7!2! +n the Project Management module, cost accounts can contain IG characters) in P7 7!2 the can contain IE characters! P7 7!2 truncates cost accounts to IE characters! (hen duplicate accounts e2ist, P7 7!2 automaticall increments the last two characters of the account! 0alendars +n the Project Management module ou can create an unlimited number of global, project, and resource calendars! /lobal and project calendars can be assigned to activities) global and resource calendars can be assigned at the resource level! +n P7 7!2, ou can create one global calendar, 7I project calendars, and an unlimited number of resource calendars! (hen ou import a Project Management project to P7 7!2, the global calendar in P7 7!2 is not changed! *ll resource calendars are imported to P7 7!2!
-esource ho$ida2s and exceptions are not converted to P& &,x, 4n$2 the standard 1or=time is converted, Cor examp$e0 if a resource ca$endars standard 1or=time is three da2s per 1ee=0 then the resource ca$endar is imported 1ith a standard 1or=time of three da2s per 1ee=, <o other non1or=time is imported,
+f the Project Management module contains less than 7I calendars %global plus project&, the calendars are imported directl to the project calendars in P7 7!2! =owever, if the Project Management module contains more than 7I calendars, onl the first 7C calendars assigned are e2ported! 'hese calendars are assigned numbers E to 7I in P7 7!2! *n activit in the Project Management module assigned to a calendar that is not e2ported is assigned to 0alendar I, the standard fiveda , eight-hour calendar in P7 7!2!
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8ou can define wor# hours in the Project Management module in half hour increments! 'he smallest unit in P7 7!2 is hour! +f one half of an hour is wor# time and the other half is nonwor#time in the Project Management module, the entire hour will be nonwor#time in P7 7!2!
*ctivit codes P7 7!2 supports up to IC characters for the activit code value length) the Project Management module allows a ma2imum of EC characters! P7 7!2 truncates the Project Management module code values to IC characters! 'he ma2imum number of activit codes in P7 7!2 is EC, and the total of the lengths assigned to the codes cannot e2ceed FL! 8ou can create an unlimited number of codes in the Project Management module! (hen ou e2port a Project Management project to P7 7!2, onl the first FL characters of activit codes are converted to P7 7!2! *lso, the Project Management module e2ports the first four letters of the activit code description to P7 7!2 as the activit code name! :or e2ample, if the activit code description is ,esponsibilit in the Project Management module, the module will e2port ,$SP as the activit code name in P7 7!2!
Project codes P7 7!2 supports up to IC project codes! *ll project codes assigned to the Project Management project are e2ported! =owever, onl the first IC project codes e2ported are imported to P7 7!2! (MS 'he Project Management module supports a ma2imum of EG levels with an unlimited number of characters! P7 7!2 supports EC (MS levels with a limit of LB characters! 'he Project Management module will e2port as man levels as possible until the limit of LB characters or EC levels is reached!
W S descriptions are converted on$2 if the W S node is assigned to activities,
0ustom data items 'he first eight custom data items in the Project Management module are converted to P7 7!2! Suspend and resume dates +n P7 7!2, a suspend date indicates that an activit is suspended at the end of the specified da ! +n the Project Management module, a suspend date indicates that an activit is suspended at the beginning of the specified da ! "ue to this discrepanc , actual and remaining durations are affected for dail projects! =ourl projects are not affected!
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:or e2ample, an activit suspend date of CGO0'CL %beginning of the da & in the Project Management module will e2port to P7 as CGO0'CL %the end of the da &! +n P7, the actual duration for the activit will be one da greater than it was in the Project Management module because P7 progresses the wor# through the suspend date! Scheduling options convert to P7 7!2Project Management
Ma#e open-ended activities critical :or activities started out of se>uence use %,etained logic or Progress override& 0alculate start-to-start lag from %$arl Start or *ctual Start& 0ompute 'otal :loat as %Start float, :inish float, or Smallest of start float and finish float&
'he following advanced scheduling options P7 7!2

Show open ends as %0ritical or ?oncritical& (hen scheduling activities appl %,etained logic or Progress override& 0alculate start-to-start lag from %*ctual start or $arl start& 0alculate total float as %Most critical, Start float, or :inish float&
+n the Project Management module, ou can choose the calendar to use for scheduling relationship lag! ,egardless of our setting in the Project Management module, P7 7!2 alwa s uses the predecessor calendar!
Project level calculations +n the Project Management module, ou can choose how ou want to update resource assignments! 0hoose to *dd *ctual to ,emaining or Subtract *ctual from *t 0ompletion when updating *ctual 4nits or 0osts! +n P7 7!2 this setting is the same as the autocost rule, *dd actual to $'0 or Subtract actual from $*0! 'he ,ecalculate *ctual 4nits and 0ost when duration Y complete changes setting determines if the actual units and cost are updated when the Y complete is updated! +f the setting is mar#ed, both the *ctual >uantit to date and *ctual cost to date fields are mar#ed in the autocost settings in P7 7!2! +f it is not mar#ed in the Project Management module, neither field is mar#ed in P7 7!2! 'he Lin# *ctual and *ctual this Period 4nits and 0ost field converts to the Lin# actual to date and actual this period autocost rule in P7 7!2!
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$2penses *ll e2penses become resource assignments in P7 7!2! *n ;e2pense< cost account is assigned to the resource assignment if a cost account is not alread assigned!
Data not converted 'he following data is not converted to P7 7!2
0onstraints on Level of $ffort activities $nterprise project structure %$PS& $PS 0odes :eedbac# %from resources& :inancial periods +ssues OMS Past period actuals ,esource curves ,is#s ,oles Secure codes Steps 'hresholds 'imesheet data (or# products and documents
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Importing P& &,x Pro*ects to the Pro*ect +anagement +odu$e

8ou can import an e2isting P7 7!2 project to the Project Management module! +n most cases, ou will be upgrading our P7 7!2 schedules to the project hierarch in the Project Management module! 'he +mport wizard guides ou through the steps for importing P7 7!2 projects to the Project Management module!
Primavera recommends that 2ou export $arge P& &,x pro*ects to G)- format and then import the G)- fi$e, /o convert pro*ects to G)- format0 run P&&?G)-%4<F)-/,)G) from the D%ommon Ci$esDPrimavera %ommonD%onvert fo$der on the Pro*ect +anagement computer, If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 some restrictions app$2 1hen importing resources and activit2 resource assignments, -efer to the .e$p for more detai$s,
Se$ect import t2pe +n the Project Management module, choose :ile, +mport! 0hoose Primavera Project Planner, then clic# ?e2t!
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%hoose pro*ect groupAsB to import (hen converting P7 projects to the Project Management module, ou can import multiple project groups %master projects& simultaneousl or import project groups individuall ! 8ou should select multiple project groups onl when ou want to import all subprojects contained in those projects! 8ou should import project groups individuall when ou want to specif the subprojects to import! 'he projects cannot be open in P7! 'he e2isting P7 projects remain intact!
/he import 1i@ard disp$a2s different screens and options 1hen 2ou import a sing$e pro*ect group versus mu$tip$e pro*ect groups, Determine if 2ou 1ant to import sing$e or mu$tip$e pro*ect groups0 then fo$$o1 the corresponding instructions detai$ed in this section,
/o import mu$tip$e pro*ect groups: +n the P7 7!2 Project "irector field, clic# the Mrowse button to select the location of the projects ou want to import, then select the project groups to import! 0lic# ?e2t and s#ip to the ne2t section, ;Specif import project options< on page LGL!
/o import a sing$e pro*ect group: +n the P7 7!2 Project "irector field, clic# the Mrowse button to select the location of the projects ou want to import, then select the project group to import! 0lic# ?e2t!
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'he selected project group %master project and its associated subprojects& is displa ed on the ne2t wizard screen! M default, all projects %master project and subprojects& are selected for import! 4nmar# the chec#bo2 ne2t to each project ou do not want to import! 8ou do not have to import the master project! 0hoose to combine subprojects or create separate projects for each selected subproject! Mar# the _0ombine subprojects5 option if ou want to import the selected projects as one project rather than separating them into individual projects! :or e2ample, in P7 7!2, the project group *P$6 contains three projects, *4'O, ML"/, and 0O?N %as shown in the following figure&! +f ou select the 0ombine subprojects option, the Project Management module imports one project named *P$6 with all selected subprojects as (MS levels!
If the pro*ect group contains su#pro*ects and 2ou choose to com#ine su#pro*ects0 2ou must se$ect at $east one su#pro*ect,
Mar# the _0reate separate projects5 option if ou want to import each selected subproject as an individual project! +f ou select this option, ou cannot import the master project! :or e2ample, in P7 7!2, the project group *P$6 contains three subprojects, *4'O, ML"/, and 0O?N! 'his group is converted to three individual projects %*P$6 is not converted&! Mefore the import, create an $PS node to select as the location for the converted projects!
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+ar= to import the se$ected pro*ects as one pro*ect 1ith the su#pro*ects representing W S $eve$s, If 2ou se$ect this option0 2ou must se$ect at $east one su#pro*ect, !ou do not have to se$ect the master pro*ect,
Se$ect this option if 2ou 1ant to import each se$ected su#pro*ect as an individua$ pro*ect, If 2ou se$ect this option0 2ou cannot se$ect the master pro*ect,
Specif2 import pro*ect options 0hoose how the P7 7!2 projects should be imported! Meside each project name, clic# the +mport *ction field, then clic# the down arrow to select the t pe of import! ?ormall , ou will choose the 0reate ?ew Project option when moving our P7 projects to the Project Management module! 8ou can also choose to update or replace an e2isting Project Management module project!
/he pro*ects $isted on the 1i@ard screen depend on 2our se$ections on previous screens0 as descri#ed in the fo$$o1ing images,
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If 2ou are importing mu$tip$e pro*ect groups simu$taneous$20 the 1i@ard disp$a2s the pro*ect group names,
If 2ou are importing a sing$e pro*ect group and chose to com#ine su#pro*ects in the previous 1i@ard screen0 the Pro*ect ID 1i$$ a$1a2s #e the name of the pro*ect group Amaster pro*ectB0 even if 2ou do not import the master pro*ect itse$f,
If 2ou are importing a sing$e pro*ect group and chose to create separate pro*ects in the previous 1i@ard screen0 each su#pro*ect is $isted separate$2,
0reate new project 'he e2isting project5s data remains the same! * new project is created! +f the project does not fit within the e2isting $PS, create a new level before importing the project! 0lic# the Mrowse button in the +mport 'o field to select the level of the $PS at which the project should be imported! ,eplace e2isting project 'he e2isting project in the Project Management module is deleted %without preserving an information& and replaced with the project imported from P7 7!2! 0lic# the Mrowse button in the +mport 'o field to select the project to replace! 'he project must be open in the Project Management module to use this option!
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4pdate e2isting project 'he e2isting project is updated with an new.modified data in the P7 7!2 file! 0lic# the Mrowse button in the +mport 'o field to select the project to update! 'he project must be open in the Project Management module to use this option!
+f ou chose 0reate ?ew Project in the +mport *ction field, clic# the Mrowse button in the +mport 'o field to select the level of the $PS at which the project should be imported! 'o #eep our projects organized, it is best to set up a basic $PS before ou import projects! +f ou chose 4pdate $2isting Project or ,eplace $2isting Project in the +mport *ction field, clic# the Mrowse button in the +mport 'o field to select the project ou want to update or replace!
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If 2ou choose to create a ne1 pro*ect0 se$ect the $ocation in the )PS for the imported pro*ect,
If 2ou choose to rep$ace or update an existing Pro*ect +anagement modu$e pro*ect0 se$ect the pro*ect to rep$ace or update,
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Se$ect $ocation for resources :or each project, select the level of the hierarch at which resources should be imported! 0lic# in the +mport 'o field, then clic# the Mrowse button! Select the resource under which to place all resources from the P7 7!2 project! 'o better organize our resources, it is best to set up a basic resource hierarch before ou import projects! +f ou leave the field blan#, the Project Management module creates a root node with the same name as the P7 project! 'he resource field is disabled for the ,eplace $2isting Project and 4pdate $2isting Project import t pes!
If resource securit2 is ena#$ed in the Pro*ect +anagement modu$e0 users 1ith restricted resource access 1i$$ on$2 have the option to se$ect their assigned resource access node, -esources contained in the import fi$e that do not exist in Pro*ect +anagements resource dictionar2 are added to the users resource access node, Users 1ith no resource access cannot import resources,
Se$ect the $ocation in the resource hierarch2 for the se$ected pro*ects resources,
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Se$ect $ocation for activit2 $ogs P7 7!2 activit logs are converted to notes in the Project Management module! ?oteboo# topics are predefined categories in the Project Management module that help to organize our project notes! 0hoose to create a new noteboo# topic for the notes, or select from the e2isting list of noteboo# topics! 'o displa notes in the Project Management module, in the *ctivities window clic# the La out Options bar, then choose Show on Mottom, *ctivit "etails! 0lic# the ?oteboo# tab!
%hoose update pro*ect options 0lic# ?e2t to select a la out configuration to use when importing project data! 'he options specified in the la out determine how the Project Management module handles data in the import file that matches data in the database! 8ou can create and save several different configurations) however, onl one configuration can be used to import the file! Select 8es in the 4se field ne2t to the configuration ou want to use!
/he Update Pro*ect 4ptions dia$og #ox appears regard$ess of the import option 2ou se$ect, Cor examp$e0 if 2ou choose to create a ne1 pro*ect0 2ou sti$$ must set update options for g$o#a$ data,
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+odif2 a $a2out configuration 'he options specified in a la out configuration determine how data is updated when projects are imported that contain duplicate data! 'o modif these options, select the la out in the 4pdate Project Options dialog bo2, then clic# Modif !
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+ar= to de$ete re$ationships to externa$ pro*ects0 activities0 activit2 re$ationships0 and activit2 resource assignments that are in the pro*ect #eing updated0 #ut are not inc$uded in the import fi$e,
/he import of activities0 their re$ationships0 and their resource assignments is dependent on one another, Cor examp$e0 if 2ou choose to update one of these items0 a$$ three are updated automatica$$2,
'he Modif +mport 0onfiguration dialog bo2 lists the data t pes for which ou can set options! Mar# the "elete chec#bo2 ne2t to a data item to remove data that e2ists in the project ou are updating but is not included in the file ou are importing! :or e2ample, if several activities are defined in the project ou are updating, but are not included in the file to be imported, mar# the chec#bo2 in the "elete column to remove the activities from the project being updated!
/he De$ete fie$d app$ies on$2 to re$ationships to externa$ pro*ects0 activities0 activit2 re$ationships0 and activit2 resource assignments, G$o#a$ data t2pes are not affected #2 this setting,
3eep $2isting ,etains data in the e2isting project and does not overwrite it with the updated data) adds new data if the record does not e2ist!
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4pdate $2isting Overwrites data in the e2isting project with updated data) adds new data if the record does not e2ist! +nsert ?ew ,etains data in the e2isting project and adds an new data items! :or e2ample, if a new calendar was added in the P7 7!2 file, but ou don5t want to change the e2isting calendars, choose +nsert ?ew to add the new calendar to the e2isting project! "o ?ot +mport ,etains data in the e2isting project and does not import the updated data!
'he actions ou choose for importing the items in the *ctivit "ata ' pe group are dependent on each other! :or e2ample, if ou choose to update e2isting relationships, ou must also update e2isting resource assignments and activities associated with the relationships!
/he action for activit2 data t2pes are dependent on one another,
/he De$ete fie$d for these items can #e independent,
+f a relationship t pe was updated when the project was e2ported, to import the modified relationship t pe ou must choose to 4pdate $2isting and mar# the "elete field for activit relationships) otherwise, a new relationship will be added! :or e2ample, suppose ou have *ctivit ICC with a finish to start relationship t pe! +f ou import a project that has *ctivit ICC, but the relationship t pe has been changed to a start to start t pe, the import process results in *ctivit ICC with both the finish to start relationship and the start to start relationship when ou do not mar# the "elete field! 8ou must mar# the "elete field to remove the original relationship t pe of finish to start!
/he Activit2 -esource Assignments item under Activit2 Data /2pe inc$udes ro$es,
%a$cu$ate cost va$ues 0lic# *dvanced in the 4pdate Project Options dialog bo2 to displa options specific to e2isting P7 7!2 projects regarding how ou want costs handled in the Project Management module!
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+ndicate whether ou want the Project Management module to recalculate the cost values from the unit prices and assigned resource >uantities! (hen importing a dail project that has resources with a blan# unit of measure in P7 7!2, choose to convert the resource assignments in da s or hours! +f ou choose hours, the Project Management module retains the resource values as-is! +f ou choose da s, the Project Management module multiplies all resource values b a factor of eight %assuming B hr.da &! 8ou can change the multiplier in the P,M0O?N$,'!+?+ file! ,efer to *dvanced 0onversion Options section later in this chapter! 0hoose whether to import resource assignments that onl have cost information %no >uantit information& associated with them as e2penses or as resource assignments with a budgeted cost!
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%hoose additiona$ pro*ect options 4se the Project Options dialog bo2 to specif the following additional options! 0lic# :inish to begin the import process!
/his option on$2 appears 1hen 2ou are importing mu$tip$e pro*ect groups,
%$ic= to import the P& pro*ect,
Merge subprojects Mar# this setting to import each project group as one project rather than separating them into individual projects! :or e2ample, in P7, the project group *P$6 contains three projects, *4'O, ML"/, and 0O?N! Merging the subprojects imports onl one project named *P$6 with all activities under that project! 'his option is onl available when ou choose to import multiple project groups simultaneousl !
Pro*ects are merged automatica$$2 1hen 2our Import /2pe is Feplace Existing Project, If 2our Import /2pe is !pdate Existing Project0 pro*ects are merged automatica$$2 on$2 1hen 2ou import mu$tip$e pro*ect groups or mu$tip$e su#pro*ects Ain a sing$e pro*ect groupB, When 2ou merge su#pro*ects0 a$$ activit2 codes convert to Pro*ect +anagement as pro*ect activit2 codes, 4ther1ise0 the2 convert as g$o#a$ activit2 codes,
Schedule project after import Mar# this setting to automaticall schedule the project in the Project Management module after the import!
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+mport (MS codes as a global activit code Mar# this setting to import the (MS codes from P7 into the Project Management module as global activit codes assigned to the activities! 'he global activit code name created, P7 (MS - Proj, where Proj is the name of the project group in P7, will store the (MS values! +mport unused (MS codes Mar# this setting to #eep all the (MS codes within each project, even if the are not assigned to an activities!
Specia$ considerations Most data is converted directl from P7 7!2 to the Project Management module! 'his section e2plains how data is handled after it is imported into the Project Management module and a direct match does not e2ist) it also identifies data that is not converted! See ;"ata not converted< on page LGC for additional cases!
Planning unit 8ou can onl convert projects with an hourl or dail planning unit! (ee#l and monthl planning units are not supported! 'o displa duration units in hours, choose $dit, 4ser Preferences, 'ime 4nits! 0hoose "urations as the time unit and =our as the unit! *ctivit codes 'he Project Management module contains global and project activit codes! /lobal activit codes are provided with the sample data delivered with the Project Management module! +f ou choose to create separate projects %rather than combine them& in the +mport wizard, all activit codes, activit +" codes, and alias codes from P7 7!2 import as global activit codes in the Project Management module, so the are available to all projects! +f ou choose to combine subprojects into one project to import, the activit codes, activit +" codes, and alias codes import as project-specific activit codes!
Activit2 code va$ues assigned to activities in P& &,x that do not exist in the Activit2 %odes Dictionar2 are not converted to the Pro*ect +anagement modu$e,
(hen activit codes are imported into the Project Management module, the P7 activit code description is used as the activit code in the Project Management module! :or e2ample, if the activit code name in P7 is ,$SP and the description is ,esponsibilit , then ,esponsibilit is imported as the activit code in the Project Management module! +f there is no description associated with an activit code, then the four-character name is imported as the activit code!
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Project codes 'he Project Management module contains a global project codes dictionar which is available to all projects in the organization! 8ou can assign a project code value to projects for each project code ou create! *ll IC project codes defined in the P7 7!2 project and their assignments are imported!
If the import option L%om#ine su#pro*ectsM A1hen importing a sing$e pro*ect groupB or L+erge Su#pro*ectsM A1hen importing mu$tip$e pro*ect groupsB is mar=ed in the Import 1i@ard0 the pro*ect codes and va$ues assigned to the master pro*ect are imported,
*ctivit t pe 'he Project Management module supports the following activit t pes that correspond to activit t pes in P7 7!2- ! Project Management *ctivit ' pe
'as# "ependent ,esource "ependent Start Milestone :inish Milestone ,esource "ependent Start Milestone :inish Milestone Level of $ffort (MS Summar
P7 7!2 *ctivit ' pe

'as# +ndependent Start Milestone :inish Milestone Meeting Start :lag :inish :lag =ammoc# (MS
"uration t pes 'he Project Management module allows ou to specif each activit @s duration t pe as :i2ed 4nits.'ime, :i2ed "uration and 4nits.'ime, :i2ed 4nits, or :i2ed "uration and 4nits! (hen all resource assignments on the P7 7!2 tas# are non-driving, the duration t pe becomes :i2ed "uration ` 4nits.'ime, which indicates that an activit @s duration will not change, regardless of the number of resources assigned to the activit or the amount of wor# re>uired to finish the activit ! (hen an resource assignment on the P7 7!2 tas# is driving and :reeze ,esource 4nits per 'imeperiod is mar#ed in the autocost rules, the duration t pe becomes :i2ed 4nits.'ime!
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(hen an resource assignment on the P7 7!2 tas# is driving and :reeze ,esource 4nits per 'imeperiod is not mar#ed in the autocost rules, the duration t pe becomes :i2ed 4nits!
Percent complete t pe $ach activit in the Project Management module must be assigned one of the following percent complete t pes- ph sical, duration, or units! (hen ou import P7 7!2 activities to the Project Management module, the are assigned the percent complete t pe of "uration, which specifies that the activit @s percent complete is calculated from the actual and remaining durations! Suspend and resume dates +n P7 7!2, a suspend date indicates that an activit is suspended at the end of the specified da ! +n the Project Management module, a suspend date indicates that an activit is suspended at the beginning of the specified da ! "ue to this discrepanc , actual and remaining durations are affected for dail projects! =ourl projects are not affected! :or e2ample, an activit suspend date of CGO0'CL %end of the da & in P7 will import to the Project Management module as CGO0'CL %the beginning of the da &! +n the Project Management module, the actual duration for the activit will be one da shorter than it was in P7 because P7 progresses the wor# through the suspend date %while the Project Management module suspends progress at the beginning of the da &!
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0ustom data items P7 7!2 custom data items are converted to the following user-defined data items in the Project Management module! Project Management *ctivit 4ser :ield
4ser 'e2t 4ser Start "ate 4ser $nd "ate 4ser +nteger 4ser ?umber
P7 7!2 0ustom "ata +tem ' pe

0haracter %0& Start %S& :inish %:& ?umeric %?& Precision %P&
Project Management ,esource 4ser :ield

4ser 'e2t 4ser Start "ate 4ser $nd "ate 4ser +nteger 4ser ?umber
8ou can displa converted activit custom data items as columns in the Project Management module5s *ctivit 'able! +n the *ctivities window %with an *ctivit 'able or /antt 0hart displa ed on top&, clic# the La out options bar, then choose 0olumns! Select the appropriate user-defined fields from the list of *vailable Options and add them to the la out! 8ou can also displa our converted resource custom data items as columns in the Project Management module! +n the *ctivities window, clic# the La out options bar, then choose Show on Mottom, *ctivit "etails! 0lic# the ,esources tab to displa resource information! ,ight-clic# in the column area, and choose 0ustomize ,esource 0olumns! Select the appropriate user-defined fields from the list of *vailable Options and add them to the table!
(MS codes +n the Project Management module, a (MS must e2ist and all activities must be assigned to a (MS code! +f the imported P7 7!2 project uses a (MS, it is converted to the Project Management module! +f no (MS e2ists, the Project Management module creates a (MS root node and names it P,O1, where P,O1 is the P7 7!2 project name! *ll activities are assigned to this (MS code!
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Mecause the Project Management module uses the (MS to define a project structure, ou should not assign the same (MS code to different activities across projects within a project group in P7 7!2! :or e2ample, if activit 0S7CC is part of the 0onve or S stem project, it should not be assigned a (MS code that belongs to the *utomation S stem project! +f the conversion program encounters this situation, it duplicates the code@s entire branch in both projects! 'o distinguish the projects, the program and project names are added as a prefi2 to the (MS code structure! :or e2ample, for the *P$6 project, *P$6!0O?N!*M!CI and *P$6!*4'O!*M!CI would be included as branches in the (MS!
,esources 'he Project Management module contains one master resource pool across all projects! * sample resource hierarch is provided when ou install the Project Management module! (hen ou import a project, the resources are imported to the location in the hierarch ou specif in the +mport wizard! +f duplicate resource +"s are encountered during the import process, ou can choose how to resolve each conflict b modif ing the import configurations in the +mport wizard! +n the Project Management module, resources are classified as labor, nonlabor, or material! *n resource in P7 7!2 with a unit of measure e>ual to most variations of a time unit, such as h, hr, or hour, is converted as a labor resource! *n resource in P7 7!2 with a unit of measure e>ual to those defined in the *dmin 0ategories, 4nits of Measure tab in the Project Management module is converted as a material resource! *ll other resources are classified as nonlabor! Labor units are displa ed as hrs.da ! 8ou can change the displa unit b choosing $dit, 4ser Preferences, and then clic#ing the 'ime 4nits tab!
!ou can customi@e ho1 the import program c$assifies resources, See LAdvanced conversion optionsM on page ':( for more information,
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*ll time-based calculations in the Project Management module are based on hourl units! +f our project in P7 7!2 is planned in da s, the Project Management module refers to each resource5s unit of measure to determine how to convert resource assignments! +f the resource unit of measure is e>ual to most variations of an hourl time unit such as, hr or mh, then the Project Management module assumes the resource assignment is based on hours and converts it as-is! +f the resource unit of measure is something other than hours such as, da or d, then the Project Management module assumes the resource assignment is in da s and multiplies all resource values b a factor of eight %assuming B hr.da &! +n this case, decide if eight is the correct multiplier! +f the resource is classified as a material resource, the resource units are not multiplied) the convert as-is! 8ou can change the multiplier in the P,M0O?N$,'!+?+ file! 8ou can also modif the list of unit of measure abbreviations that the Project Management module refers to during the conversion! ,efer to *dvanced 0onversion Options section later in this chapter! :or resources that have a blan# unit of measure, use the +mport wizard to decide how to handle the assignments, as described earlier in this chapter!
/he conversion process creates additiona$ $eve$s in the resource structure for P& &,x hierarchica$ resources, /he Pro*ect +anagement modu$e supports on$2 maximum $imits for resources, <orma$ resource $imits are not converted,
,esources assigned to milestone activities in P7 7!2 become e2penses in the Project Management module! 'he resource name is used for the e2pense name, and the resource5s budgeted cost is the e2pense5s budgeted cost! 'he first resource found on the milestone becomes the primar resource in the Project Management module!
,esource curves 8ou can specif the allocation of resources and costs over the duration of an activit using resource curves! *ll resource curve definitions assigned to the projects being e2ported from P7 7!2, are imported into the Project Management module! 'he curve name is prefaced b the P7 7!2 project name in the Project Management module %e!g!, *P$6 - 'riangular&! 'he resource curve assignments are also imported!
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P7 7!2 divides the activit 5s duration into II increments %points& from C through ICC percent! $ach increment indicates resource use! 'he value for CY represents the amount of resource alread used when the activit begins) the value for ICY represents the usage between the start and ICY completion! 0urves in the Project Management module are defined using EI points! 'he first point from P7 7!2 imports directl into the Project Management module! 'he other IC curve values are split in half and rounded to the nearest ICth! :or e2ampleP7 7!2 Mell Shape C I 7 B IG E7 E7 IG B 7 I Project Management Mell Shape- C !G !G I!G I!G L II!G II!G II!G J!G J!G L L I!G I!G !G !G
L J!G J!G II!G
0osts +n P7 7!2, the estimate to complete can be a negative value to account for cost overruns on an activit ! *ll negative cost values import to the Project Management module as e2penses, so the cost overruns can be trac#ed! Lump sum costs can be converted as e2penses or resource assignments with a budgeted cost in the Project Management module! Ma#e our choice in the +mport wizard! 0ost accounts 0ost accounts are converted from P7 7!2 to the Project Management module! 0ost accounts are global across all projects in the Project Management module! * sample cost account hierarch is provided when ou install the Project Management module! (hen ou import a project, the Project Management module creates a branch for the project cost accounts, and the project name is added to the beginning of each cost account! 'he cost categor in P7 7!2 becomes part of the cost account in the Project Management module! :or e2ample, cost account IIICI from project *P$6 creates the following branch in the Project Management module[ *P$6 [ *P$6!IIICI [ *P$6!IIICI!L +f duplicate cost accounts are encountered when ou import a P7 7!2 project, ou can choose how to resolve each conflict b modif ing the import configurations in the +mport wizard!
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0alendars 'he Project Management module supports global, resource, and project calendars! /lobal calendars in the Project Management module appl to all projects! Sample global calendars are provided with the Project Management module! (hen ou import a project, all base calendars are added to the list of e2isting global calendars! ,esource calendars from P7 7!2 are converted to resource calendars in the Project Management module! 'he Project Management module does not support the abilit to designate repeating holida s! +f ou convert a dail P7 7!2 project, the repeating holida s from the P7 7!2 project are applied directl to the global calendars in the Project Management module! :or e2ample, if 1ul L is a repeating holida in P7 7!2, it is designated as a nonwor#da in the global calendars for each applicable date from the project start date to the project finish date in the Project Management module!
0onstraints 'he Project Management module supports two constraints per activit ! ,eview the following conversion tableProject Management 0onstraint ' pe
Start On or *fter Start On or Mefore :inish On or *fter :inish On or Mefore Start On $2pected :inish "ate Mandator Start Mandator :inish ?ot 0onverted *s Late *s Possible
P7 7!2 0onstraint ' pe

$arl Start %start no earlier than& Late Start %start no later than& $arl :inish %finish no earlier than& Late :inish %finish no later than& Start On $2pected :inish Mandator Start Mandator :inish Aero 'otal :loat Aero :ree :loat
'arget projects 8ou can convert target projects just as ou would an other project) however, the target designators are not converted! 'o designate a target project in the Project Management module, choose Projects, Maintain Maselines! 0lic# *dd and choose 0onvert *nother Project to a ?ew Maseline of the 0urrent Project! Select the converted target project as the baseline for the current project!
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Scheduling options 'he following scheduling options convert to the Project Management moduleProject Management
Ma#e open-ended activities critical :or activities started out of se>uence use %,etained logic or Progress override&
P7 7!2
Show open ends as %0ritical or ?oncritical& (hen scheduling activities appl %,etained logic or Progress override&
0alculate start-to-start lag from %*ctual start or $arl start& 0alculate start-to-start lag from %$arl Start or *ctual Start& 0alculate total float as %Most critical, Start float, or :inish float& 0ompute 'otal :loat as %Start float, :inish float, or Smallest of start float and finish float&
+n P7 7!2, relationship lag is alwa s calculated using the predecessor calendar! *n advanced scheduling option in the Project Management module enables ou to choose the calendar ou want to use! 'his setting will default to predecessor calendar for imported P7 7!2 projects! +n the Project Management module, float calculations for subprojects converted as individual projects are alwa s based on the finish date of each individual project! 'he Project Management module alwa s rolls up resources assigned to an activit , which then determine the activit 5s durations and schedule dates!
*utocost rules P7 7!2 provides automatic resource.cost calculation rules b which P7 7!2 calculates costs and estimates resource use when ou update activities! 'hese rules convert to the Project Management module! 'he autocost rule, *dd actual to $'0 or Subtract actual from $*0 converts to the *dd *ctual to ,emaining or Subtract *ctual from *t 0ompletion when updating *ctual 4nits or 0osts field in the 0alculations tab in the Projects window!
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P7 7!2 provides an autocost rule to choose whether ou want to use the updated percent complete to calculate actual >uantit to date, actual cost to date, both %mar# both chec#bo2es&, or neither %clear both chec#bo2es&! +f both chec#bo2es are mar#ed in P7 7!2, the setting in the Project Management module, ,ecalculate *ctual 4nits and 0ost when duration Y complete changes, is mar#ed! +f neither chec#bo2 is mar#ed in P7 7!2, the setting is not mar#ed in the Project Management module! +f one chec#bo2 is mar#ed and the other is not, the setting in the Project Management module is not mar#ed! 'he Lin# actual to date and actual this period autocost rule in P7 7!2 converts to the Lin# *ctual and *ctual this Period 4nits and 0ost field in the 0alculations tab in the Projects window in the Project Management module! Data not converted 'his section lists the data items that are not converted from P7 7!2 to the Project Management module! ,efer to the Special 0onsiderations section earlier in this section for additional cases!
La outs, filters, /lobal 0hange specifications, and report and graphic specifications La outs, filters, /lobal 0hange specifications, and report and graphic specifications are not converted with the project) however, sample data is provided for these items in the Project Management module! *ccess rights *ccess rights are not converted in the Project Management module! 8our s stem administrator must set up global and project profiles that determine privileges! Leveling options and leveling priorities 0hoose 'ools, Level ,esources, to set options for leveling in the Project Management module! (ebster time data 'ime data entered through (ebster for Primavera is not supported in the Project Management module! 'he actual values from (ebster are imported into the Project Management module as a lump sum value! =owever, all actual values are lost the first time ou use 'imesheets! :inancial periods and past period actuals +n the Project Management module, financial periods are global! :inancial periods and past period actual data are not converted to the Project Management module because financial periods are project-specific in P7! 0hoose *dmin, :inancial Periods, to define financial periods in the Project Management module! *fter ou define financial periods choose 'ools, Store Period Performance, to store past period actuals per financial period!
,efer to ;*ppendi2 0"efining :inancial Periods< on page GCJ for more information on defining financial periods in the Project Management module!
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Advanced conversion options 'he 0onversion utilit provides additional options that ou can set in an +?+ file! 8ou can also use command-line parameters to convert multiple projects at one time! 'he P,M0O?N$,'!+?+ file is created in our (indows or (innt folder the first time an import is run! *dd an of the following options to the fileYW SZ (bs*s*ct0odeRVC,IW 0hoose I to enable the import process to import all (MS codes as a global activit code! 'he global activit code name created, P7 (MS - Proj, where Proj is the name of the project group in P7, will store the (MS values! +f this option is set to C, the (MS will import to the (MS structure in the Project Management module! 'he default setting is C! *utoSelectRVC,IW 0hoose I to enable the conversion process to attempt to match the (MS with the project hierarch structure! * uni>ue (MS branch will be created for each project within the project group! 'he default setting is I! YSettingsZ ?o4+RVC,IW 0hoose I to remove the /4+ screens when using command line conversions! :or e2ample, if ou are using a batch file to perform man conversions, and ou do not want an /4+ to show, select I! 'he default setting is C! "ail MultiplierRVXW Select an integer to use as a multiplier when e2porting.importing dail P7 7!2 projects! 'he default multiplier is B! :or e2ample- P7 7!2 to Project Management- +f a duration is one da in P7 7!2 and the dail multiplier is set to IE, the duration in the Project Management module will be IE hours! Project Management to P7 7!2- +f a duration is LC hours in the Project Management module and the dail multiplier is set to IC, the duration in P7 7!2 will be four da s!
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Y-esource UnitsZ 'he conversion process uses the unit of measure for resources in P7 7!2 to determine whether to categorize a resource in the Project Management module as labor, nonlabor, or material! +f a resource in P7 7!2 contains one of the following units of measure, it is converted as a labor resource in the Project Management module- h, h!, hr, hr!, hrs, hrs!, hour, d, d!, da , da s, w, w!, w#, w#!, w#s, w#s!, wee#, m, m!, mnth, , !, r, r!, rs, rs!, ear, md, md!, mds, mds!, mh, mh!, mhs, mhs! +f a resource in P7 7!2 contains one of the following units of measure, it is converted as a material resource in the Project Management module- feet, ft, ft!, s>ft, c ds, c d, c d!, ard, rd, rd!, rds, d, d!, ds, ds!, inch, ton, tons, in, in!, lf, lnft, lft, ea, each, unit, u! *ll other resources are converted as nonlabor! 'he unit of measure conversion is not case-sensitive! LaborRVunit of measureW Specif unit of measure strings to add to the default labor list) use commas to separate each string! ?onLaborRVunit of measureW Specif unit of measure strings to add to the default nonlabor list) use commas to separate each string! MaterialRVunit of measureW Specif unit of measure strings to add to the default material list) use commas to separate each string! +n the following e2ample, aI, test, and bbb will be added to the default list above, hrs and hr! will be removed from it and added to the nonlabor list, and lb, lbs will be added to the default material list-
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Y-esource UnitsZ LaborRaI,test,bbb ?onLaborRhrs,hr! MaterialRlb,lbs Mlan#+sLaborRVC,I,EW Set to C to convert blan# resource unit of measure fields to nonlabor resources in the Project Management module) set to I to convert blan# resource unit of measure fields to labor resources) set to E to convert blan# resource unit of measure fields to material resources! 'he default setting is I! =ourl *ddRVcomma-delimited stringW Specif resource unit strings to be added to the default list of units treated as hourl ! =ourl ,emoveRVcomma-delimited stringW Specif resource unit strings to be removed from the default list of units treated as hourl ! "ail *ddRVcomma-delimited stringW Specif resource unit strings to be added to the default list of units treated as dail ! "ail ,emoveRVcomma-delimited stringW Specif resource unit strings to be removed from the default list of units treated as dail ! +n the following e2ample, the unit strings aI, test, and bbb are treated as hourl unitsY-esource UnitsZ =ourl *ddRaI,test,bbb 'he default string for =ourl R h,h!,hr,hr!,hrs,hrs!,hour,mh,mh!,mhs,mhs!, rh,rh!,rhs,rhs!,ph,ph!,phs,phs! 'he default string for "ail R d,d!,da ,da s,md,md!,mds,mds!,rd,rd!, rds,rds!,pd,pd!,pds,pds!
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YU4+ +appingZ 4OMIRunit of measureRunit of measure string Specif the units of measure used in P7 that are e>uivalent to the unit of measure specified in the *dmin 0ategories in the Project Management module! +n the following e2ample, all abbreviations of cubic ard listed in the unit of measure string will convert to the standard cubic ard %cu! ard& unit of measure defined in the Project Management moduleYU4+ +appingZ 4OMI Rcu! ardRc , cu d, cu , #f
/ransferring Data to Primavera %ontractor Users
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"ata can be transferred from a Project In this chapter
)xporting Pro*ects )xporting -esources
Management module user to a Primavera 0ontractor user b e2porting 6$, files %Primavera proprietar e2change format&! 'his section describes how to use the Primavera 0ontractor L!I e2port option to transfer project and resource information from the Project Management module for use with Primavera 0ontractor L!I! :or information on transferring data between the Project Management module and Primavera 0ontractor G!C, refer to ;'ransferring "ata to Other Project Management Module 4sers< on page 7FG! 8ou can also transfer data from an version of Primavera 0ontractor to the Project Management module user using the import process described in the ;'ransferring "ata to Other Project Management Module 4sers< chapter!
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)xporting Pro*ects
:or more information about importing Primavera 0ontractor L!I 6$, files, see ;+mporting Projects< on page 7J7!
Project data can be transferred from the Project Management module as 6$, files %Primavera proprietar e2change format& and used with Primavera 0ontractor! 4se the $2port wizard to e2port Project Management module projects to Primavera 0ontractor L!I 6$, files) use the +mport wizard to bring 6$, files into the Project Management module! 'he $2port wizard guides ou through the steps for e2porting projects! Se$ect export t2pe and pro*ect Open the project%s& in the Project Management module ou want to e2port! 0hoose :ile, $2port! 0hoose Primavera 0ontractor L!I, then clic# ?e2t! 0hoose Project as the e2port t pe, then clic# ?e2t!
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Mar# the $2port chec#bo2 ne2t to the project that ou want to e2port! 8ou can onl e2port one project at a time! 0lic# ?e2t!
8ists on$2 pro*ects that are current$2 open in the Pro*ect +anagement modu$e, !ou can on$2 se$ect one pro*ect to export,
Specif2 fi$ename and $ocation ' pe a name for the 6$, file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Project Management module! 0lic# :inish to e2port the project to a single file with an 6$, e2tension!
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Data not avai$a#$e in Primavera %ontractor Primavera 0ontractor does not contain some of the functionalit available in the Project Management module! 'o enable Primavera 0ontractor to import an 6$, file e2ported from the Project Management module, the following data is contained in the 6$, file but not imported into Primavera 0ontractor[ Mudget data [ $PS 0odes [ :inancial periods [ :unding data [ +ssues [ +ssue 0odes [ Multiple critical float paths [ Past period actuals [ Portfolios [ Project 0odes [ ,esource Shifts [ ,is#s [ ,oles [ 'hresholds [ (or# products and documents
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)xporting -esources
:or more information about importing Primavera 0ontractor L!I 6$, files, see ;+mporting ,oles or ,esources< on page 7BI!
'he Project Management module enables ou to e2port onl the resources in our resource hierarch to Primavera 0ontractor L!I 6$, files! 4se the $2port wizard to e2port Project Management module resources to Primavera 0ontractor L!I 6$, files) use the +mport wizard to bring 6$, files into the Project Management module! 'he $2port wizard guides ou through the steps for e2porting projects! )xport resource data +n the Project Management module, choose :ile, $2port! 0hoose Primavera 0ontractor L!I, then clic# ?e2t! 'hen, choose ,esource Onl as the e2port t pe and clic# ?e2t!
%hoose -esource 4n$2 as the export t2pe0 then c$ic= <ext,
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' pe a name for the 6$, file! 'o specif the location where the file will be stored, clic# the Mrowse button! +f ou do not specif a location, the e2port file is stored in the folder in which ou installed the Project Management module! 0lic# :inish to e2port the resources to a single file with an 6$, e2tension!
Appendix A: -unning Primavera Data#ases in 4ne 4rac$e Instance
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,ead this appendi2 if ou want to run the In this appendix
Process 4vervie1 -unning ++D and P+D Sing$e 4rac$e Instance in a
Upgrading a Sing$e Instance Data#ase from Primavera &,(x or ',x to (,?
project management database %PM"M& and the methodolog management database %MM"M& in one Oracle instance! +f ou alread are running PM"M and MM"M in a single Oracle instance, read the section on upgrading!
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Process 4vervie1
'he following steps outline the process for running the PM"M and MM"M databases in one Oracle instance!
0reate an Oracle instance and install the PM"M database server as described in ;"atabase +nstallation and 0onfiguration< on page EI! +nstall the Primavera client, which can install the Project Management, Methodolog Management, and.or Portfolio *nal sis modules, as described in ;Primavera 0lient +nstallation and 0onfiguration< on page ECJ! 0reate the MM"M database and load data as described in this section!
0onnect to the Oracle instance!
0onfigure the client for PM"M and MM"M!

e sure 2ou have enough dis= space avai$a#$e to run #oth data#ases in the same 4rac$e instance,
*t the end of the process, our database should loo# li#e the following:or PM"M 4ser
admuser privuser pubuser
"efault 'ablespace
pmdbPdatI pmdbPdatI pmdbPdatI
:or MM"M 4ser

admuserI privuserI pubuserI
"efault 'ablespace
mmdbPdatI mmdbPdatI mmdbPdatI
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-unning ++D and P+D in a Sing$e 4rac$e Instance

'he following steps describe how to run MM"M and PM"M in the same Oracle instance! 'hese steps should be performed b our database administrator %"M*&! I 0reate the database structure and load the PM"M database as described in ;*utomaticall +nstalling an Oracle "atabase and Loading *pplication "ata< on page EF!
If 2ou have an existing pro*ect management data#ase and 2ou need to preserve the data0 2ou shou$d <4/ set up and insta$$ the data#ases as descri#ed in L%onfiguring the Server Data#asesM on page '(J other1ise0 2our existing data 1i$$ #e de$eted and rep$aced,
E +nstall the Primavera client modules as described in ;+nstalling 0lient Modules and *dditional 0omponents< on page ECD! 7 0reate the methodolog management database, MM"M, and load data using the "atabase wizard, as described in ;*utomaticall +nstalling an Oracle "atabase and Loading *pplication "ata< on page EF! (hen ou reach step F %page EB&, choose MM"M as the database t pe!
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L 0hoose 0reate "atabase and Load *pplication "ata as the installation method! +f ou choose to load the license #e file now, browse to the location of the L+0$?S$!'6' file! * license #e file is re>uired to use the software and should have been provided via e-mail or dis#ette! +t contains our compan name, serial number, the product components with version number ou have purchased, and the number of users allowed! +f the L+0$?S$!'6' file is not available at this time, ou can clear this chec#bo2 and load the file later using the "atabase wizard! ,efer to ;0hanging "atabase 0onfiguration Settings< on page EGD for more information! G ' pe the Oracle s stem user name and password to log on to the database! *lso, enter the Oracle connect string!
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F 0lic# ?e2t to accept the name for the "ata, +nde2, and LOM tablespaces and estimated tablespace sizes!
J *ccept the default location for the Oracle tablespaces, "ata, +nde2, and LOM!
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B ' pe *"M4S$,I as the Oracle administrative name, P,+N4S$,I as the Oracle privileged name, and P4M4S$,I as the Oracle public name! +f necessar , choose a different default tablespace and temporar tablespace) however, the temporar tablespace must be of temporar t pe!
D +n the ,ead to Megin 0reating "atabase dialog bo2, choose 8es, + (ant to 0reate "atabase 'ables and Structure, then clic# ?e2t! IC :ollow the remaining steps in the "atabase wizard to create the tables and load the data! 0lic# :inish to e2it the wizard when it has completed!
If 2ou need to drop the ++D o#*ects created #2 the data#ase insta$$ation script0 run the scripts in the insta$$Ddata#aseDscriptsDinsta$$DorD4neInstanceDdropD++D fo$der of %D 1, !ou must $og onto the data#ase as AD+US)-1, /o drop P+D o#*ects0 refer to @Con?iguring the "er er Data9asesA on page /1, See the ;0hanging "atabase 0onnection Settings< on page EFC for more information!
%onnect to the 4rac$e instance Once ou create the Oracle instance, perform the following to connect to it using SQLPlus!
Log in as S8S'$M and run the following SQL statement on the instanceS78Iupdate pu#user1,pu#user set privateEd#EuserEname Q Tprivuser1J
I row updated!
Appendix A: -unning Primavera Data#ases in 4ne 4rac$e Instance S78I commitJ
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0ommit complete! %onfigure the data#ase a$ias for P+D I 8ou can use the "atabase 0onfiguration wizard to change.review the connection settings and database alias for PM"M, as shown in the ne2t five figures!
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%reate a data#ase a$ias for ++D 4se the "atabase 0onfiguration wizard to create an alias for MM"M! I 0hoose to configure our database connection!
E 0hoose MM"M as the database t pe!
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7 $nter MM"M as the database alias and select Oracle as the driver t pe!
L $nter the Oracle connect string!
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G $nter pubuserI as the 4sername and Password!
F 0lic# ?e2t to validate the database connection!
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'he following dialog indicates if the connection was successful!
Once ou complete these steps, ou should be able to run the Methodolog Management and Project Management modules using the aliases ou established, while still connecting to the same database!
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Upgrading a Sing$e Instance Data#ase from Primavera &,(x or ',x to (,?

+f ou are configured to run our PM"M and MM"M database in a single Oracle instance and ou are using version 7!G2 or L!2, follow these steps to upgrade the database for use with version G!C! Upgrade an 4rac$e pro*ect management data#ase 1hen running 1ith ++D in a sing$e instance I Perform a cold bac#up and a full database e2port! +f ou are unsure how to bac# up our Oracle database, do not proceed with the upgrade! 0ontact our database administrator, our database vendor, or Primavera S stems for assistance in bac#ing up our database before performing the database upgrade! *lso, ensure that ou are familiar with the process of restoring the bac#up cop of the database in case ou need to do so! E 4ninstall the current version of Primavera as described in ;4ninstalling Previous Nersions< on page 7FC! 7 +nstall the new client version of Primavera as described in ;+nstalling 0lient Modules and *dditional 0omponents< on page ECD!
!ou shou$d <4/ set up and insta$$ the data#ases as descri#ed in L%onfiguring the Server Data#asesM on page '(J other1ise0 2our existing data 1i$$ #e de$eted and rep$aced 1ith defau$t app$ication data,
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G 0hoose 4pgrade an $2isting Primavera "atabase, enter the product #e located on the 0" I label, then clic# ne2t!
'>>
J 0hoose Oracle as the database t pe!
B Log on to the database as an administrative user, such as *"M4S$,! ' pe our password! Specif the Oracle connect string! *"M4S$, must have "M* privileges and must be the owner of the application tables, specificall , the '*S3 table! 'he database must also have the Oracle compatible parameter set to D!E!C or greater! 'he Oracle connect string must be specified! +t can be found in the '?S?*M$S!O,* file! 'he '?S?*M$S!O,* file is created when ou or our "M* set up the instance!
(??
D Log on to the database as a privileged user, such as P,+N4S$,!

(hen the first option is selected, resources which have a custom unit of measure and allow overtime will be converted to nonlabor resources with overtime allowed! +f this option is not selected, these resources will be converted to material resources and the overtime will be removed!
(?1
Selecting the second option lets ou convert resources that use one of the custom units of measure shown %entered b the user& to a nonlabor resource instead of a material resource! Selecting the third option lets users mar# 4ser "efined :ield columns as ;unused!< 4nused columns are treated as if the were dropped, even though their column data remains in the table@s rows! 'his feature is useful when ou want to remove the columns from regular access instead of dropping them, which will reduce the amount of time needed for the upgrade!
Data affected #2 ena#$ing the S)/ U<US)D option can #e removed $ater0 if desired,
II +n the ,ead to Megin 4pgrading "ata dialog bo2, choose @8$S, + (ant to 4pgrade M "atabase@, then clic# ?e2t! 'he current version of our e2isting database appears!
'he upgrade process could ta#e several minutes, depending on its size! IE 0lic# :inish when the ;"atabase 4pgrade 0ompleted< message is displa ed!
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I7 ,un the "atabase wizard again to upgrade our methodolog management database! 'his time, in step B, log onto the database as *"M4S$,I and in step D, log on as P,+N4S$,I! *"M4S$,I must have "M* privileges and must be the owner of the application tables, specificall the '*S3 table! IL ,un the "atabase 0onfiguration wizard from the client and update our license in the database! ,efer to ;0hanging "atabase 0onfiguration Settings< on page EGD for more information! 8our database is read to use with version G!C!
Appendix : Undoing %hanges in the Pro*ect +anagement Data#ase
(?&

'he 4ndo feature enables ou to change In this appendix
Understanding Undo %onfiguring Safe De$etes
certain actions made to a project! :or e2ample, if ou add a resource to an activit then decide ou do not want the resource assignment, ou can choose to undo this action! 'his chapter e2plains what actions ou cannot undo, and what tas#s will prevent ou from undoing an action!
(?'
Understanding Undo
4se undo to replace project data to its previous state before changes were made! 8ou can undo edits, additions, and deletions in the *ctivit and ,esource *ssignments windows in the Project Management module! 4ndo stores actions that were made to the project database, however, certain actions will clear the stored actions
0reating projects Opening and closing projects 4pdating progress *ppl ing *ctuals ,efreshing data +mporting *uto scheduling Logging in as a different user 0hanging portfolios Opening the Project Portfolios, 4ser Preferences, *dmin Preferences, and 'ime *pproval dialog bo2es $2iting the application
Summarizing data

:or more information on using the 4ndo feature, see the Project Management module =elp!
Undo an action 0hoose $dit, 4ndo! 'he latest action stored for undo will displa ne2t to the 4ndo command! :or e2ample, if ou add a resource assignment to an activit , then choose to remove the assignment from the activit , the 4ndo command in the $dit menu will displa as 4ndo *dd *ctivit ,esource *ssignment!
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%onfiguring Safe De$etes

'he project management database normall handles restoring deleted data using a safe delete setting! "eleted data remains in the project management database until ou choose to permanentl clear it! 4se the 4ndo command %$dit, 4ndo& to restore data that has been deleted! 8ou can clear the delete histor using the Purge "eletes feature!
!ou must have the Admin Superuser securit2 profi$e AAdmin0 UsersB to c$ear the Pro*ect +anagement data#ases de$ete histor2,
%$ear de$etes from the pro*ect management data#ase 'o clear the delete histor from the project management database, choose *dmin, Purge "eletes! Automatica$$2 c$ear de$etes 1hen exiting Pro*ect +anagement 0hoose *dmin, *dmin Preferences! Select the Options tab, then mar# the Purge "eletes on $2iting Project Management chec#bo2 in the Purge "eletes section!
+ar= to ena#$e the Pro*ect +anagement modu$e to c$ear the de$ete histor2 1hen the app$ication is c$osed,
(?9
/urn off safe de$etes 'o instantl clear deletes from the project management database when data is deleted, ou have to turn off the safe deletes function! +f ou are running SQL Server, ou can use its administrative tools to e2ecute SQL commands! +n the database, if the table *"M+?P0O?:+/ has the following row, a 0O?:+/PN*L4$ of @?@ means turn off safe deletes! 0O?:+/P?*M$ R @S*:$"$L$'$@ and 0O?:+/P'8P$ R @*0'+N$@ 'his is onl loaded at startup! +f ou change this value while PM is running, the setting will not appl ! 8ou can run the following statements! /o turn off safe de$etes for the first time: +?S$,' +?'O *"M+?P0O?:+/ %0O?:+/P?*M$, 0O?:+/P'8P$, 0O?:+/PN*L4$& N*L4$S %@S*:$"$L$'$@, @*0'+N$@, @?@& /o turn on safe de$etes after its #een turned off run the fo$$o1ing update statement: 4P"*'$ *"M+?P0O?:+/ S$' 0O?:+/PN*L4$ R @8@ (=$,$ 0O?:+/P?*M$ R @S*:$"$L$'$@ *?" 0O?:+/P'8P$ R @*0'+N$@ /o turn off safe de$etes after its #een turned on run the fo$$o1ing update statement: 4P"*'$ *"M+?P0O?:+/ S$' 0O?:+/PN*L4$ R @?@ (=$,$ 0O?:+/P?*M$ R @S*:$"$L$'$@ *?" 0O?:+/P'8P$ R @*0'+N$@
Appendix %: Defining Cinancia$ Periods
(?:

,ead this appendi2 if ou want to define In this appendix
Defining Cinancia$ Periods in the Pro*ect +anagement +odu$e
customized financial periods in the :inancial Period dictionar of the Project Management module!
(?;
Defining Cinancia$ Periods in the Pro*ect +anagement +odu$e

'he Project Management module enables ou to define our organization5s global financial periods in the :inancial Periods dialog bo2! 0ustomized financial periods provide more accurate displa and reporting of actual units and costs! ,ather than spreading costs evenl throughout the length of a project, users can view how actual costs were incurred b customized financial period! 4sers can store the period performance for an predefined period in the :inancial Period dictionar !
!ou must have the )dit Cinancia$ Period Dates g$o#a$ privi$ege to add or edit data in the Cinancia$ Periods dia$og #ox, Pro*ect +anagement modu$e users must have the Store Period Performance pro*ect privi$ege to store past period actua$s for a predefined financia$ period, /o edit past period actua$ data after storing period performance0 users must have the )dit Period Performance pro*ect privi$ege,
%reate #atches of financia$ periods module choose *dmin, :inancial Periods!

After the #atch is created0 c$ic= in the Period <ame co$umn to edit the name, <ames must #e uni3ue,
+n the Project Management
)nter the #atch start and end dates,
%hoose the timesca$e for each financia$ period in the #atch0 a$ong 1ith the da2 of the 1ee= 2ou 1ant the periods to end on, %$ic= to generate the #atch of financia$ periods,
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/he start and end dates of a financia$ period cannot over$ap existing financia$ periods, A$so0 2ou cannot modif2 the start and end dates of a financia$ period after 2ou create it,
%reate a sing$e financia$ period +n the Project Management module choose *dmin, :inancial Periods! 0lic# *dd!
%$ic= to set the start and end dates for the financia$ period,
%$ic= to add the period to the dictionar2,
De$ete a financia$ period +n the Project Management module choose *dmin, :inancial Periods! Select the financial period%s& ou want to delete! 0lic# "elete!
!ou cannot de$ete a financia$ period that stores past period actua$s for an2 pro*ect, If 2ou attempt to de$ete mu$tip$e financia$ periods at the same time0 none of the financia$ periods 1i$$ #e de$eted if an2 period stores past period actua$s for an2 pro*ect, In this case0 to de$ete a financia$ period0 2ou must archive and de$ete the pro*ect containing past period actua$s0 then de$ete the financia$ period,
(11
Index
A
*pplication data installing for Oracle GD installing for SQL Server GD loading for Oracle EF loading for SQL Server 7F *uthentication configure for m Primavera I7E configuring EJI-EBF L"*P BF login procedures EBF ?ative EJE Single Sign On BB *uthentication 0onfiguration wizard EJG *uthentication librar , adding IFL *utomatic database install E7 for Oracle EF for SQL Server or MS"$ 7F creating a configuration IGD e2tending the schema IBF installing IGI-IGB supported configurations IJ 0ollaboration server overview F 0O?:+/*SS'!$6$ 7LD, LDJ 0onfiguration Manager IFF 0ontroller server IDE configure ECI 0ustomer support 2iv
D
"atabase automatic upgrade 7LG changing configuration settings for m Primavera IEI client drivers, installing EIC driver configurations I7E e2tending the collaboration schema IBF installing automaticall E7 MM"M EL, LF PM"M EL, LF upgrading Oracle 7LD SQL Server 7GG "atabase administrator 2ii, 2iii role defined B "atabase 0onfiguration wizard application license changes EFF database setting changes EFC initialization %+?+& files EFC private database logins EFF user password changes EFF "M0onfig! See "atabase 0onfiguration wizard! "M$2press L
Mase currenc , setting EEI
%
0hec# in projects 7CB 0hec# out projects 7CB 0lient modules changing user passwords EFF installing EIF minimum re>uirements IG supported platforms IG uninstalling 7FC 0MS service, starting IFG 0ollaboration F appl ing collaboration update IGG configuration tas#s IFF configuring m Primavera IBD
(1"
Index
"0OM communication IDE configure for distributed job service IDG "istributed 1ob Service configure "0OM IDG servers ECI user access IDL installing ID7, EII, EE7 overview F, IDE planning issues IE prepare servers IDE registr settings ECL supported configurations IF "ocument formats, updating IBJ "omain*dmin user adding IJD ma#e manager of primavera!com IB7
)
$-mail, supported s stems IB $nterprise project structure access and privileges to 7IJ defined EBD $PS! See $nterprise project structure! $2change rate EEI $2port format P7 LLE-LGC 6$, 7FF-7JE, 7BF-7BD methodologies, 6$, format 7BF projects as a job service 7FD for use with Primavera 0ontractor G!C 7FF P7 format LLE 6$, format 7FF resources 7JC, 7BB for use with Primavera 0ontractor G!C 7JC roles 7JC, 7BB
overview EBB privileges defined EDD for the Methodolog Management module 7EL /roup Server administrator applet DC configure L"*P authentication BF configure Single Sign On authentication BB configuring settings DC creating multiple instances DJ =''P%S& BI installation overview JC installing JE international language support JI overview G planning issues IL registr settings ICC reviewing properties DI supported configurations IJ ta#ing offline DC uninstalling 7FC user connections D7
.
=''P%S&, using for secure transmission of timesheet data BI
I
+mport format P7 LGI-LJB 6$, 7J7-7BL, 7DC-LCL methodologies, 6$, files 7DC projects as methodologies 7DG P7 files LGI 6$, files 7J7 resources 7BI, LCI roles 7BI, LCI +ncremental license, storing EFF +nde2er service adding IJI starting IJE +nternational language support GL, JI for 1ob Service E7E
C
:acilit , adding IJJ :inancial periods, defining GCJ
G
/lobal profile assigning to users 7II creating EDD for the Methodolog Management module 7E7 definitions EDB new privileges 7LJ
6
1ava (eb Start JC 1ob Service choose language E7E configure Project *rchitect for m Primavera IED creating multiple instances EEL
Index distributed IDE configure "0OM IDG configure servers ECI configure user access IDL 0ontroller server IDE installing ID7 e2porting projects 7FD installing EII, EE7 overview F planning issues IE registr settings ECL running on multiple databases EED send jobs directl to printer E7I summarizer jobs E7C registr settings ECG supported configurations IF
(1&
8
Language support GL, JI for 1ob Service E7E L"*P authentication EJE for /roup Server.'imesheets BF login procedures EBF provisioning EBL L"*P servers configuring for authentication EJG Librar Manager IFJ License assigning to users 7IE concurrent user 7IE configuring EFF incremental EFF loading at database setup ED, 7D, FE, LBB named user 7IE License #e file ED, 7D, LBB Login name, maintaining single login for project resources and users 7II
+
M"*0 EII Methodologies e2porting, 6$, format 7BF importing from projects 7DG 6$, files 7DC transferring to other Project Management module users 7BG-LCL Methodolog management database LF administering private logins EFF changing connection settings EFC
client drivers EIC creating on Oracle GI on SQL Server GJ installing application data GD removing from Oracle GE from SQL Server GB running in same Oracle instance as PM"M LBJ sample data EB, 7B, FI upgrading on SQL Server 7GG Oracle 7LD Methodolog Management module installing EII minimum configuration re>uirements IG overview L planning issues IE securit 7E7-7ED adding users 7EJ global profiles 7E7 methodolog profiles 7EG Methodolog profile creating 7EG privileges defined 7EF Microsoft Project files e2porting projects LCF, L7C e2porting resources LII importing projects LIG, L7B importing resources LEL Microsoft Project-managed projects See MSP-managed projects MM"M! See Methodolog management database! MS"$ database automatic install 7F installing ELE installing client drivers EIC MSP-managed projects e2porting to 6$, files 7FF importing LIJ m Primavera accessing from client browsers IEC adding configurations IEJ adding database instances IEJ administration application IE7 application server re>uirements IJ changing database configuration settings IEI client re>uirements IF collaboration F configuration settings I7L configure authentication I7E for collaboration IBD
(1'
Index
to run Project *rchitect IED database drivers I7E deleting configurations IEB deleting database instances IEB implementing application server plugins ILD installation process overview IIC installing ICG-ILD installing the application server ICD 1SP server re>uirements IJ managing access to multiple database instances I7I overview G planning issues IL precompile option IIJ reviewing and modif ing configurations IEF starting the server IIJ stopping the server IID uninstalling ICJ upgrading from a previous version ICF (eb server re>uirements IB
P
P7 projects e2porting LLE data not converted LGC special considerations LLF importing LGI advanced conversion options LJG data not converted LJL special considerations LFG Passwords, changing EFF Past period actuals GCB PM"M! See Project management database! PMS"3 E7L Portfolio *nal sis module installing EII minimum configuration re>uirements IG overview L planning issues IE Primavera additional components G authentication EJE choosing components IE client modules L documentation 2ii installation process overview IC license accessibilit 7IE minimum re>uirements IG securit EBB server components G solution overview L supported platforms IG uninstalling previous versions 7FC using the *dministrator5s /uide 2 Primavera 0ontractor, e2porting projects for use with LJD Primavision uninstalling ICJ Privileges, new in G!C 7LJ Program manager 2ii role defined D Project *rchitect IED Project controls coordinator 2ii, 2iii role defined D Project data transferring between P7 and the Project Management module LLI-LJB to other Project Management module users 7FG-7BL to Primavera 0ontractor users LJD-LBL using Microsoft $2cel files LED-LLC using Microsoft Project files LCG-LE7
<
?ative authentication EJE login procedures EBF ?etwor# administrator 2ii, 2iii role defined B ?etwor# protocols, supported software IB
4
OMS assigning to the $PS 7IB to users 7IG defined EBD den ing access to project information 7IF responsible 7CG, 7IJ root 7IB Operations e2ecutive 2ii Oracle automatic database install EF creating database structures LJ installing client drivers EIC running MM"M and PM"M in one instance LBJ sizing guide ID supported versions IF, LJ upgrading database 7LD Organizational brea#down structure! See OMS! O,MMP+?S!SQL GI O,PMP+?S!SQL LJ Overhead codes 7LI
Index Project management database EL, LF administering private logins EFF changing connection settings EFC client drivers EIC configure safe deletes GCG creating on Oracle LJ on SQL Server GL installing application data GD removing from Oracle LD from SQL Server GG running in same Oracle instance as MM"M LBJ sample project data EB, 7B, FI SQL Server parameters G7 undoing changes GC7 upgrading on SQL Server 7GG Oracle 7LD Project Management module adding users 7IC defining financial periods GCJ installing EII minimum configuration re>uirements IG overview L planning issues IE Project manager 2ii role defined D Project profile assigning to OMS elements 7IL to users 7IG creating 7CG definitions 7CG new privileges 7LJ overview EBB privileges defined 7CF Project (eb Site, supported configurations IB ProjectLin# e2port considerations 7FF import considerations LIJ installing EII, E7D overview F user access ELI Projects chec#ing in 7CB chec#ing out 7CB e2porting Microsoft Project format LCF, L7C P7 format LLE 6$, format 7FF importing Microsoft Project format LIG, L7B P7 files LGI 6$, files 7J7 Provisioning from L"*P EBL
(1(
,"MMS! See ,elational database management s stem! ,elational database management s stem overview G planning IE supported configurations IF ,esource securit 7EC ,esource.cost manager 2ii ,esources associating with users 7II defined EBD defining access to 7EC e2porting 7JC, 7BB for use with Primavera 0ontractor G!C 7JC Microsoft Project format LII importing 7BI, LCI Microsoft Project format LEL ,oles e2porting 7JC, 7BB importing 7BI, LCI ,oot OMS 7IB
S
Safe deletes, configuring GCG S"3! See Primavera Software "evelopment 3it! Securit EBJ-7ED associating resources and users 7II defining access to resources 7EI global profiles EDB assigning to users 7II implementation process overview EDF licensing 7IE Methodolog Management module 7E7-7ED OMS $PS assignments 7IB user and project profile assignments 7IL overview EBB project profiles 7CG resource access 7EC users 7IC in the Methodolog Management module 7EJ OMS and project profile assignments 7IG Server components supported configurations IF Setup wizard, running EII Single Sign On
(19
Index
authentication EJE for /roup Server.'imesheets BB login procedures EBF Software "evelopment 3it documentation E7B installing EII, E77 overview F planning issues IL supported configurations IF SQL Server automatic database install 7F creating database structures G7 installing client drivers EIC international language support GL sizing guide ID upgrading database 7GG SSMMP+?S!SQL GJ SSPMP+?S!SQL GL Stand-alone version installing EII, ELE upgrading automaticall ELE Summarizer job settings ECG
preferences 77L project-specific preferences 7LC selecting a client module I7 user privileges 77G versions IL (eb browser version defined I7 1,$ installation 7L7 minimum re>uirements IG running 7LE '?SP+?/!$6$ EL, LF 'omcat, installing ICD 'rustees, adding IJL
U
4nattended setup creating file set ELB planning issues IE running EGJ 4ndo, using GCL 4ninstalling client modules 7FC server components 7FC the /roup Server 7FC 4pgrading automaticall 7LG license EFF Oracle database 7LD process overview 7LF SQL Server database 7GG stand-alone version ELE 4sers adding 7IC Methodolog Management module 7EJ assigning global profile 7II product licensing 7IE profiles in the Methodolog Management module 7EB to OMS elements 7IL associating with resources 7II changing passwords EFF defined EBD for the 'imesheets module 77J
/
'eam leader 2ii 'eam member 2iii 'imesheets module G 'echnical support 2iv 'imesheets approval levels 77L creating batches 77D 'imesheets module configure L"*P authentication BF configure Single Sign On authentication BB configuring in the Project Management module 77I-7LI configuring resources to use 77B creating timesheets 77D user login 77J entering overtime 77B implementation overview 77E installing (eb files JE 1*(S version defined I7 1,$ installation 7L7 minimum re>uirements IG overview JC running 7LE overhead codes 7LI overview G planning issues IL
W
(MS, defined EBD (eb browsers supported for m Primavera IF supported for the 'imesheets module IG (eb Scheduler IE
Index
(1:
G
6$, files e2porting for use with Primavera 0ontractor G!C 7FF methodologies 7BF MSP-managed projects 7FF projects 7FF resources 7JC, 7BB roles 7JC, 7BB importing methodologies 7DC projects 7J7 projects as methodologies 7DG resources 7BI, LCI roles 7BI, LCI

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Primavera - Administrators Guide

Primavera - Administrators Guide

Using the Administrators Guide

"istributed 1ob Service

Primavera - Administrators Guide

Primavera - Administrators Guide

Project Management ,eference Manual

Methodolog Management ,eference Manual

Portfolio *nal sis ,eference Manual

m Primavera (eb-based =elp

Primavera - Administrators Guide

'imesheets (eb-based =elp

Distri#uting Information to the /eam

Primavera - Administrators Guide

Where to Get Support

Primavera - Administrators Guide

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Insta$$ation Process 4vervie1

Insta$$ation Process 4vervie1

Primavera - Administrators Guide

Part 1: efore !ou egin

What is the Primavera So$ution5

Primavera - Administrators Guide

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Primavera - Administrators Guide

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Primavera - Administrators Guide

Insta$$ation Process 4vervie1

'he following figure illustrates the relationship between Primavera components!

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Projects Port?olios Methodologies Documents

Primavera - Administrators Guide

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Who Shou$d .e$p 1ith the Insta$$ation5

Primavera - Administrators Guide

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Prioritizing resources across projects

Planning and managing projects

Primavera - Administrators Guide

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Insta$$ation Process Phases

Primavera - Administrators Guide

P$anning !our Imp$ementation

P$anning !our Imp$ementation

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Which %omponents Do I <eed5

Primavera - Administrators Guide

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Primavera - Administrators Guide

P$anning !our Imp$ementation

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Primavera - Administrators Guide

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