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P6 eppm webrelease 8 and later

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  • 1. © 2009 Oracle Corporation – Proprietary and Confidential 1
  • 2. Primavera: Administering Users, Access and Views in P6 (web) Version 8 and Later Upcoming live webcasts and recent recordings: Day, Date, 2004 January 5, 2012: Oracle Application Management Teleconference ET time p.m. Access: Suite for JD Edwards EnterpriseOne US & Canada: 888-259- 4812 January 10, 2012: UBE Troubleshooting E1 Teleconference Access:Toll Number: 706-679-4880 Scheduler Overview North America: xxxx International Toll-Free: International: xxxx January 11, 2012: How to plan for a new installation See DOC#1148600.1 Password: Advisor of Oracle Fusion Middleware 11g Password: advisorpg January 11, 2012: Introduction to Troubleshooting EnterpriseOne Performance IssuesCurrent Advisor WebcastSchedule – DOC#740966.1 January 12, 2012: Primavera: Helper Classes and the Job Manager using the P6 Integration API Archived Advisor January 12, 2012: A New Look and Innovation for Webcasts JD Edwards EnterpriseOne Tools DOC#740964.1 January 18, 2012: E-Business Suite Patch Wizard Overview© 2012 Oracle Corporation – Proprietary and Confidential 2
  • 3. Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.© 2012 Oracle Corporation – Proprietary and Confidential 3
  • 4. <Insert Picture Here>Administering Users, Access and Views in P6 EPPM(Web) Release 8 and laterMike WilsonTechnical Support Engineer
  • 5. AGENDA • New Web Administrative Features Setup • Application Settings • Enterprise Data • Global Scheduled Services • User Access (including adding new users) • User Interface Views • User Sessions • Dashboards • Prototype User© 2012 Oracle Corporation – Proprietary and Confidential 5
  • 6. Previous Admin Features Admin Menu From 7.0 Admin Menu From 7.0 Web Windows Client Access© 2012 Oracle Corporation – Proprietary and Confidential 6
  • 7. New Administer Menu in 8.1© 2012 Oracle Corporation – Proprietary and Confidential 7
  • 8. Application Settings© 2012 Oracle Corporation – Proprietary and Confidential 8
  • 9. Application Settings- Data Limits© 2012 Oracle Corporation – Proprietary and Confidential 9
  • 10. Application Settings- Earned Value© 2012 Oracle Corporation – Proprietary and Confidential 10
  • 11. Application Settings- General© 2012 Oracle Corporation – Proprietary and Confidential 11
  • 12. Application Settings- ID Lengths© 2012 Oracle Corporation – Proprietary and Confidential 12
  • 13. Application Settings- Services© 2012 Oracle Corporation – Proprietary and Confidential 13
  • 14. Application Settings- Timesheets© 2012 Oracle Corporation – Proprietary and Confidential 14
  • 15. Application Settings- Time Periods© 2012 Oracle Corporation – Proprietary and Confidential 15
  • 16. Enterprise Data© 2012 Oracle Corporation – Proprietary and Confidential 16
  • 17. Enterprise Data- Global© 2012 Oracle Corporation – Proprietary and Confidential 17
  • 18. Enterprise Data- Projects© 2012 Oracle Corporation – Proprietary and Confidential 18
  • 19. Enterprise Data- Activities© 2012 Oracle Corporation – Proprietary and Confidential 19
  • 20. Enterprise Data- Resources© 2012 Oracle Corporation – Proprietary and Confidential 20
  • 21. Enterprise Data- Risks© 2012 Oracle Corporation – Proprietary and Confidential 21
  • 22. Enterprise Data- Issues© 2012 Oracle Corporation – Proprietary and Confidential 22
  • 23. Enterprise Data- Documents© 2012 Oracle Corporation – Proprietary and Confidential 23
  • 24. Global Scheduled Services© 2012 Oracle Corporation – Proprietary and Confidential 24
  • 25. User Access© 2012 Oracle Corporation – Proprietary and Confidential 25
  • 26. User Access- Users© 2012 Oracle Corporation – Proprietary and Confidential 26
  • 27. User Access- Users (cont.)© 2012 Oracle Corporation – Proprietary and Confidential 27
  • 28. User Access tips • When you are setting up new users or rearranging your user access, it is best to first establish your Global Security Profiles. • Add one new user to each of your Global Security Profiles. Once your user is set up to your specifications, you can then use the copy/paste function to add the additional users to each group.© 2012 Oracle Corporation – Proprietary and Confidential 28
  • 29. User Access Tips (cont.) • In 8.2, the following information is now copied when copying existing users which makes it easier for administrators to manage users: Toolbars for Activities, EPS, and Assignments views, Global user preferences, and Assigned user interface views • Also new in 8.2, you can now use the new Create Resource from Selected User action on the Users page to create and assign a resource to an existing user in one step. This can significantly reduce the time and effort required to set up resources.© 2012 Oracle Corporation – Proprietary and Confidential 29
  • 30. User Access Tips (cont.) • Clicking on the Count icon in the Toolbar will show you the number of users currently assigned to each module.© 2012 Oracle Corporation – Proprietary and Confidential 30
  • 31. User Access- OBS© 2012 Oracle Corporation – Proprietary and Confidential 31
  • 32. User Access- Global Security Profiles© 2012 Oracle Corporation – Proprietary and Confidential 32
  • 33. Global Security Profiles- Administration© 2012 Oracle Corporation – Proprietary and Confidential 33
  • 34. Global Security Profiles- Codes© 2012 Oracle Corporation – Proprietary and Confidential 34
  • 35. Global Security Profiles- Global Data© 2012 Oracle Corporation – Proprietary and Confidential 35
  • 36. Global Security Profiles- Resources© 2012 Oracle Corporation – Proprietary and Confidential 36
  • 37. Global Security Profiles- Templates© 2012 Oracle Corporation – Proprietary and Confidential 37
  • 38. Global Security Profiles- Tools© 2012 Oracle Corporation – Proprietary and Confidential 38
  • 39. Global Security Profiles- Views and Reports© 2012 Oracle Corporation – Proprietary and Confidential 39
  • 40. User Access- Project Security Profiles© 2012 Oracle Corporation – Proprietary and Confidential 40
  • 41. Project Security Profiles- Activities© 2012 Oracle Corporation – Proprietary and Confidential 41
  • 42. Project Security Profiles- Codes© 2012 Oracle Corporation – Proprietary and Confidential 42
  • 43. Project Security Profiles- EPS and Projects© 2012 Oracle Corporation – Proprietary and Confidential 43
  • 44. Project Security Profiles- Project Data© 2012 Oracle Corporation – Proprietary and Confidential 44
  • 45. Project Security Profiles- Related Applications© 2012 Oracle Corporation – Proprietary and Confidential 45
  • 46. Project Security Profiles- Resource Assignments© 2012 Oracle Corporation – Proprietary and Confidential 46
  • 47. Project Security Profiles- Timesheets© 2012 Oracle Corporation – Proprietary and Confidential 47
  • 48. Project Security Profiles- Tools© 2012 Oracle Corporation – Proprietary and Confidential 48
  • 49. Project Security Profiles- Views and Reports© 2012 Oracle Corporation – Proprietary and Confidential 49
  • 50. User Interface Views© 2012 Oracle Corporation – Proprietary and Confidential 50
  • 51. Creating a New User Interface View© 2012 Oracle Corporation – Proprietary and Confidential 51
  • 52. User Interface Views- Dashboards© 2012 Oracle Corporation – Proprietary and Confidential 52
  • 53. User Interface Views- Portfolios, Resources, and Projects© 2012 Oracle Corporation – Proprietary and Confidential 53
  • 54. User Interface Views- Administer© 2012 Oracle Corporation – Proprietary and Confidential 54
  • 55. User Interface Views- Activity Editing© 2012 Oracle Corporation – Proprietary and Confidential 55
  • 56. User Interface Views- Users© 2012 Oracle Corporation – Proprietary and Confidential 56
  • 57. User Sessions© 2012 Oracle Corporation – Proprietary and Confidential 57
  • 58. Dashboards© 2012 Oracle Corporation – Proprietary and Confidential 58
  • 59. Manage Dashboards© 2012 Oracle Corporation – Proprietary and Confidential 59
  • 60. New Dashboard- Content© 2012 Oracle Corporation – Proprietary and Confidential 60
  • 61. New Dashboard- Layout© 2012 Oracle Corporation – Proprietary and Confidential 61
  • 62. New Dashboard- Access© 2012 Oracle Corporation – Proprietary and Confidential 62
  • 63. Prototype User • Great if you are going to be adding a large number of users that you want to have a consistent interface when they initially log in. • You can associate default global Dashboards and global preferences that apply to all new P6 users. • Define a prototype user configuration, in combination with defining user interface views. • The prototype user configuration that you created is automatically copied to each new P6 user you add.© 2010 Oracle Corporation – Proprietary and Confidential 63
  • 64. Prototype User (cont.) • If you do not create a prototype user configuration, the default "User Interface View for new users" will be used to determine which dashboards will be displayed when a user logs in for the first time. • If no "User Interface View for new users" is set, the user will be prompted to select dashboard settings during the initial login.© 2012 Oracle Corporation – Proprietary and Confidential 64
  • 65. Creating the Prototype User To create a prototype user: 1.Create a user named "Default“. This User will represent the default Prototype user, storing the Portlets display and global preference settings you specify. 2.Log in to P6 as the new prototype user named "Default“. 3.Customize the Personal Workspace to specify the default portlets you want to display for new users. In addition to choosing the portlets to display, also specify related portlet options, as necessary.© 2012 Oracle Corporation – Proprietary and Confidential 65
  • 66. Creating the Prototype User (cont.) 4. Set the Global Preferences you want to apply to new users. 5. Log out of P6. 6. Log in to the P6 Administrator Application. 7. Under the configuration to which you want to add the prototype user, expand the Application node. 8. Select Prototype User, then press F2 to edit the field. 9. Type the name of the prototype user, click Save Changes, and exit the Administrator Application.© 2012 Oracle Corporation – Proprietary and Confidential 66
  • 67. © 2012 Oracle Corporation – Proprietary and Confidential 67
  • 68. THANK YOU© 2012 Oracle Corporation – Proprietary and Confidential 68

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