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Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later

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Administering Users, Access and Views in P6 EPPM
(Web) Release 8 and later
Mike Wilson
Technical Support Engineer

• 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

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Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later

  1. 1. <Insert Picture Here> Administering Users, Access and Views in P6 EPPM (Web) Release 8 and later Mike Wilson Technical Support Engineer
  2. 2. 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
  3. 3. 6 Previous Admin Features Admin Menu From 7.0 Windows Client Admin Menu From 7.0 Web Access © 2012 Oracle Corporation – Proprietary and Confidential
  4. 4. 7 New Administer Menu in 8.1 © 2012 Oracle Corporation – Proprietary and Confidential
  5. 5. 8 Application Settings © 2012 Oracle Corporation – Proprietary and Confidential
  6. 6. 9 Application Settings- Data Limits © 2012 Oracle Corporation – Proprietary and Confidential
  7. 7. 10 Application Settings- Earned Value © 2012 Oracle Corporation – Proprietary and Confidential
  8. 8. 11 Application Settings- General © 2012 Oracle Corporation – Proprietary and Confidential
  9. 9. 12 Application Settings- ID Lengths © 2012 Oracle Corporation – Proprietary and Confidential
  10. 10. 13 Application Settings- Services © 2012 Oracle Corporation – Proprietary and Confidential
  11. 11. 14 Application Settings- Timesheets © 2012 Oracle Corporation – Proprietary and Confidential
  12. 12. 15 Application Settings- Time Periods © 2012 Oracle Corporation – Proprietary and Confidential
  13. 13. 16 Enterprise Data © 2012 Oracle Corporation – Proprietary and Confidential
  14. 14. 17 Enterprise Data- Global © 2012 Oracle Corporation – Proprietary and Confidential
  15. 15. 18 Enterprise Data- Projects © 2012 Oracle Corporation – Proprietary and Confidential
  16. 16. 19 Enterprise Data- Activities © 2012 Oracle Corporation – Proprietary and Confidential
  17. 17. 20 Enterprise Data- Resources © 2012 Oracle Corporation – Proprietary and Confidential
  18. 18. 21 Enterprise Data- Risks © 2012 Oracle Corporation – Proprietary and Confidential
  19. 19. 22 Enterprise Data- Issues © 2012 Oracle Corporation – Proprietary and Confidential
  20. 20. 23 Enterprise Data- Documents © 2012 Oracle Corporation – Proprietary and Confidential
  21. 21. 24 Global Scheduled Services © 2012 Oracle Corporation – Proprietary and Confidential
  22. 22. 25 User Access © 2012 Oracle Corporation – Proprietary and Confidential
  23. 23. 26 User Access- Users © 2012 Oracle Corporation – Proprietary and Confidential
  24. 24. 27 User Access- Users (cont.) © 2012 Oracle Corporation – Proprietary and Confidential
  25. 25. 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
  26. 26. 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
  27. 27. 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
  28. 28. 31 User Access- OBS © 2012 Oracle Corporation – Proprietary and Confidential
  29. 29. 32 User Access- Global Security Profiles © 2012 Oracle Corporation – Proprietary and Confidential
  30. 30. 33 Global Security Profiles- Administration © 2012 Oracle Corporation – Proprietary and Confidential
  31. 31. 34 Global Security Profiles- Codes © 2012 Oracle Corporation – Proprietary and Confidential
  32. 32. 35 Global Security Profiles- Global Data © 2012 Oracle Corporation – Proprietary and Confidential
  33. 33. 36 Global Security Profiles- Resources © 2012 Oracle Corporation – Proprietary and Confidential
  34. 34. 37 Global Security Profiles- Templates © 2012 Oracle Corporation – Proprietary and Confidential
  35. 35. 38 Global Security Profiles- Tools © 2012 Oracle Corporation – Proprietary and Confidential
  36. 36. 39 Global Security Profiles- Views and Reports © 2012 Oracle Corporation – Proprietary and Confidential
  37. 37. 40 User Access- Project Security Profiles © 2012 Oracle Corporation – Proprietary and Confidential
  38. 38. 41 Project Security Profiles- Activities © 2012 Oracle Corporation – Proprietary and Confidential
  39. 39. 42 Project Security Profiles- Codes © 2012 Oracle Corporation – Proprietary and Confidential
  40. 40. 43 Project Security Profiles- EPS and Projects © 2012 Oracle Corporation – Proprietary and Confidential
  41. 41. 44 Project Security Profiles- Project Data © 2012 Oracle Corporation – Proprietary and Confidential
  42. 42. 45 Project Security Profiles- Related Applications © 2012 Oracle Corporation – Proprietary and Confidential
  43. 43. 46 Project Security Profiles- Resource Assignments © 2012 Oracle Corporation – Proprietary and Confidential
  44. 44. 47 Project Security Profiles- Timesheets © 2012 Oracle Corporation – Proprietary and Confidential
  45. 45. 48 Project Security Profiles- Tools © 2012 Oracle Corporation – Proprietary and Confidential
  46. 46. 49 Project Security Profiles- Views and Reports © 2012 Oracle Corporation – Proprietary and Confidential
  47. 47. 50 User Interface Views © 2012 Oracle Corporation – Proprietary and Confidential
  48. 48. 51 Creating a New User Interface View © 2012 Oracle Corporation – Proprietary and Confidential
  49. 49. 52 User Interface Views- Dashboards © 2012 Oracle Corporation – Proprietary and Confidential
  50. 50. 53 User Interface Views- Portfolios, Resources, and Projects © 2012 Oracle Corporation – Proprietary and Confidential
  51. 51. 54 User Interface Views- Administer © 2012 Oracle Corporation – Proprietary and Confidential
  52. 52. 55 User Interface Views- Activity Editing © 2012 Oracle Corporation – Proprietary and Confidential
  53. 53. 56 User Interface Views- Users © 2012 Oracle Corporation – Proprietary and Confidential
  54. 54. 57 User Sessions © 2012 Oracle Corporation – Proprietary and Confidential
  55. 55. 58 Dashboards © 2012 Oracle Corporation – Proprietary and Confidential
  56. 56. 59 Manage Dashboards © 2012 Oracle Corporation – Proprietary and Confidential
  57. 57. 60 New Dashboard- Content © 2012 Oracle Corporation – Proprietary and Confidential
  58. 58. 61 New Dashboard- Layout © 2012 Oracle Corporation – Proprietary and Confidential
  59. 59. 62 New Dashboard- Access © 2012 Oracle Corporation – Proprietary and Confidential
  60. 60. 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
  61. 61. 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
  62. 62. 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
  63. 63. 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
  64. 64. 67© 2012 Oracle Corporation – Proprietary and Confidential
  65. 65. 68 THANK YOU © 2012 Oracle Corporation – Proprietary and Confidential

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