P6 Professional Administrator's Guide_Oracle Database.pdf

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Oracle Primavera P6 Professional Administrator's Guide for an Oracle Database

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ContentsCopyright ........................................................................................................................................... 2Preface ........................................................................................................................................... 13

P6 Professional Documentation ..................................................................................................... 13Where to Get Documentation Updates .......................................................................................... 15Where To Get Training .................................................................................................................... 15Where to Get Support ..................................................................................................................... 15Layout of the P6 Professional Administrators Guide................................................................... 16

Planning Your Implementation ......................................... ......................... ........................... .......... 17Which Components Do I Need?...................................................................................................... 17Client and Server Requirements .................................................................................................... 18

Supported Platforms for P6 Professional ................................................................................. 18

Supported Configurations for Client Modules .......................................................................... 18Supported Configurations for Servers ...................................................................................... 19Supported E-Mail Systems and Network Protocols .................................................................. 19

Security Guidance .......................................................................................................................... 21Security Guidance Overview ........................................................................................................... 21Safe Deployment of P6 Professional ............................................................................................. 22

Administrative Privileges Needed for Installation and Operation ........................................... 22Minimum Client Permissions Needed for P6 Professional ...................................................... 22Physical Security Requirements for P6 Professional ............................................................... 23Files to Protect after Implementation ....................................................................................... 24

Authentication Options for P6 Professional ................................................................................... 24

Authorization for P6 Professional ................................................................................................... 25Confidentiality for P6 Professional ................................................................................................. 25Sensitive Data for P6 Professional................................................................................................. 25Reliability for P6 Professional ......................................................................................................... 26Additional Sources for Security Guidance ..................................................................................... 26

Automatic Database Installation .......................................... .......................... ........................... ..... 27Automatic Database Installation Overview .................................................................................... 27About the Database Wizard ............................................................................................................ 28

Automatically Installing an Oracle Database and Loading Application Data ......................... 28Creating an Oracle Database............................................................................................. 29Loading Application Data for Oracle .................................................................................. 30The Base Currency for Oracle ............................................................................................ 32

Private Database Logins for P6 Professional ................................................................................ 32Adding Private Database Logins for P6 Professional .............................................................. 33Modifying Private Database Logins for P6 Professional .......................................................... 33Deleting Private Database Logins for P6 Professional ............................................................ 34


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Manual Database Configuration ........... ........................... ......................... ........................... .......... 35Manual Database Configuration Overview .................................................................................... 35Creating the Database Structure for Oracle and Loading Application Data ................................ 36

Creating the P6 Professional Database Structure for Oracle .................................................. 37Copying the Script Files to a Local Drive for Oracle.......................................................... 37Creating the Database Tablespaces for Oracle ................................................................ 38 Creating Users and Tables for Oracle................................................................................ 38 Installing Sample Data for Oracle ........... .......... ........... .......... ........... .......... .......... ........... .. 39Creating Remaining Database Objects for Oracle ............................................................ 39Initializing Background Jobs and Creating the Background Job User ............................. 40

Dropping P6 Professional Database Objects for Oracle .......................................................... 40Changing the Database Base Currency ......................................................................................... 41

The Base Currency ..................................................................................................................... 41Reviewing Currency Choices...................................................................................................... 42Changing the Base Currency ..................................................................................................... 42

Private Database Logins for P6 Professional ................................................................................ 42Resetting Private Database Passwords to Use the New Encryption Algorithm ...................... 43Adding Private Database Logins for P6 Professional .............................................................. 43Modifying Private Database Logins for P6 Professional .......................................................... 44Deleting Private Database Logins for P6 Professional ............................................................ 45

Automatic Database Upgrade ........................................................................................................ 47Database Upgrade Process ............................................................................................................ 47

Convert Methodologies to Projects ........................................................................................... 47Risks Migration ........................................................................................................................... 48

Upgrading an Oracle Database to P6 Professional ....................................................................... 49Upgrading an Oracle P6 Professional Database ...................................................................... 50

Private Database Logins for P6 Professional ................................................................................ 51Adding Private Database Logins for P6 Professional .............................................................. 52

Modifying Private Database Logins for P6 Professional .......................................................... 52Deleting Private Database Logins for P6 Professional ............................................................ 53

Database Administration ....................... ........................... .......................... .......................... .......... 55Background Processes and Clean Up in P6 Professional ............................................................ 55RDBMS Scheduler Configuration ................................................................................................... 55Database Settings Table ................................................................................................................. 56Reading Setting Values ................................................................................................................... 57

Using Code to Read Setting Values for Oracle ......................................................................... 57Writing Setting Values ..................................................................................................................... 57

Using Code to Write Setting Values for Oracle ......................................................................... 57Tracking Background Job Execution .............................................................................................. 58

High Level Status Settings ......................................................................................................... 58The BGPLOG Table ..................................................................................................................... 58

SYMON (System Monitor) Procedures ........................................................................................... 59OBSPROJ_PROCESS_QUEUE Procedure ................................................................................... 59USESSION_CLEANUP_EXPIRED Procedure .............................................................................. 60

Tracking Concurrent Usage of P6 Professional ................................................................ 61


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DAMON (Data Monitor) Procedures ............................................................................................... 62BGPLOG_CLEANUP Procedure .................................................................................................. 63REFRDEL_CLEANUP Procedure ................................................................................................. 63CLEANUP_PRMQUEUE Procedure ............................................................................................. 64USESSION_CLEAR_LOGICAL_DELETES Procedure .................................................................. 65CLEANUP_LOGICAL_DELETES Procedure ................................................................................. 66PRMAUDIT_CLEANUP Procedure............................................................................................... 67CLEANUP_USESSAUD Procedure .............................................................................................. 67USER_DEFINED_BACKGROUND Procedure ............................................................................. 68

Oracle Database Performance ....................................................................................................... 69Safe Deletes .................................................................................................................................... 69

Turning Off Safe Deletes ............................................................................................................ 70Native Database Auditing ............................................................................................................... 70

Auditing Level Configuration ...................................................................................................... 70Simple Configuration ................................................................................................................. 71Detailed Configuration ............................................................................................................... 72

Auditing Status ................................................................................................................... 72

Options Setting ................................................................................................................... 72SETTINGS_WRITE_STRING Procedure .............................................................................. 73

The Audit Table ........................................................................................................................... 73Session Auditing ......................................................................................................................... 75Column Audit Data ..................................................................................................................... 75

Installing P6 Professional ........................... .......................... ........................... .......................... ..... 77Database Client Software ............................................................................................................... 77

Oracle Database Client Software .............................................................................................. 77Configuring Client Machines for Oracle Instant Client ..................................................... 78

Previous Versions of P6 Professional ............................................................................................ 78About the P6 Professional Setup Wizard ....................................................................................... 79Installing P6 Professional ............................................................................................................... 79

Installing the P6 Professional Application for Typical Use ....................................................... 80Configuring the Database Connection for P6 Professional ..................................................... 80Set the industry type .................................................................................................................. 81

About the Database Configuration Wizard for P6 Professional ................................................... 82Changing Database Connection Settings for P6 Professional ................................................ 83

Configuring Client Machines to Transfer Data Between P3 and P6 Professional ...................... 84Installing the P6 SDK ...................................................................................................................... 84

Installing the P6 SDK Application ............................................................................................. 84Installing the Job Service ................................................................................................................ 85

Installing the Job Service and Distributed Job Service ............................................................ 86Configuring Windows 2008 Server for Job Services ................................................................ 88

Set the Job Service Log On Account .................................................................................. 88Configure the Job Service to Send Jobs Directly to a Printer .................................................. 88Specify a Different Language for the Job Service .................................................................... 89

Configuring Distributed Job Service ............................................................................................... 89Distributed Job Service Overview .............................................................................................. 90Prepare the Controller and DJS Servers for Installation and Configuration ........................... 90


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Installing the Distributed Job Service ....................................................................................... 90Disabling the Windows Firewall ................................................................................................. 90Configure Access to the Distributed Job Service...................................................................... 91Configure DCOM for the Distributed Job Service ..................................................................... 91Configure the Controller and DJS Servers ................................................................................ 93Job Service Registry Settings .................................................................................................... 93Unattended Setup for P6 Professional ......................... .......................... .......................... .............. 99

Unattended Setup ........................................................................................................................... 99Running Unattended Setup .......................................................................................................... 100Creating Database Connections for Unattended Setup ............................................................. 100

Users and Security ......................... .......................... .......................... .......................... ................. 103Security Concepts in P6 Professional .......................................................................................... 103

Security Configuration Process in P6 Professional ................................................................ 107Useful P6 Professional Terms ...................................................................................................... 108

Admin superuser ...................................................................................................................... 109Defining the OBS ........................................................................................................................... 109

Organizational breakdown structure (OBS) overview ............................................................ 109Setting up the OBS ................................................................................................................... 109View the OBS ............................................................................................................................ 109OBS security ............................................................................................................................. 110Add an OBS element ................................................................................................................ 110Assign an OBS element to a WBS element ............................................................................ 111Edit an OBS element ................................................................................................................ 111Copy and paste an OBS element ............................................................................................ 111Cut and paste an OBS element ............................................................................................... 112Delete an OBS element ........................................................................................................... 112View the OBS chart display ...................................................................................................... 112Change the OBS chart display ................................................................................................. 112Move around the OBS chart .................................................................................................... 113Change the OBS chart information ......................................................................................... 113Assign responsibility for an issue ............................................................................................ 113Assign responsibility for threshold-generated issues ............................................................ 114

Setting up the EPS ........................................................................................................................ 114Enterprise Project Structure overview .................................................................................... 114Defining the Enterprise Project Structure ............................................................................... 114Set up the EPS structure ......................................................................................................... 115Add a project to the EPS hierarchy ......................................................................................... 115Delete an EPS node or project ................................................................................................ 116Copy an EPS node or project ................................................................................................... 116

Managing User Security ................................................................................................................ 116Setting up user security ........................................................................................................... 116Module access ......................................................................................................................... 117Security profiles ........................................................................................................................ 118Global profiles .......................................................................................................................... 118

Global Privilege Definitions .............................................................................................. 118Project profiles ......................................................................................................................... 124


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Project Privilege Definitions ............................................................................................. 125Add new users .......................................................................................................................... 129List number of users having access to P6 Professional ........................................................ 131Change user security profiles .................................................................................................. 132Change user passwords .......................................................................................................... 132Enable or disable user access to P6 Professional ................................................................. 133Remove users ........................................................................................................................... 133Create global profiles ............................................................................................................... 133Assign global profiles ............................................................................................................... 133Change global profiles ............................................................................................................. 134Delete global profiles ............................................................................................................... 134Create project profiles ............................................................................................................. 134Assign project profiles .............................................................................................................. 135Change project profiles ............................................................................................................ 135Delete project profiles .............................................................................................................. 135

Managing Resource Security ........................................................................................................ 136Introduction to Resource Security ........................................................................................... 136Implementing Resource Security ............................................................................................ 137Enable Resource Security ........................................................................................................ 138Disable Resource Security ....................................................................................................... 139Displaying Resource Access Information ............................................................................... 139Change Resource Security....................................................................................................... 140

Application Settings and Global Data ........................... .......................... .......................... ............ 141Defining Administrative Preferences............................................................................................ 141

Administrative preferences ..................................................................................................... 141Change the global code separator .......................................................................................... 141Set the week start day ............................................................................................................. 141Set a default activity duration ................................................................................................. 142Define maximum hierarchy levels ........................................................................................... 142

Define maximum project activity codes .................................................................................. 142Define maximum baselines ..................................................................................................... 142Define maximum ID lengths .................................................................................................... 142Set default workhours .............................................................................................................. 143Set abbreviations for displaying time ..................................................................................... 143Define default earned value settings ...................................................................................... 143Set global summarization options .......................................................................................... 144Set the industry type ................................................................................................................ 145

Defining Administrative Categories .............................................................................................. 146Administrative categories ........................................................................................................ 146Baseline Types ......................................................................................................................... 147

Create a baseline type ..................................................................................................... 147

Edit a baseline type .......................................................................................................... 147Delete a baseline type .......... ........... .......... ........... .......... ........... .......... .......... ........... ....... 147

Expense Categories.................................................................................................................. 148Create expense categories .............................................................................................. 148Rename expense categories ........................................................................................... 148Delete expense categories .............................................................................................. 148

WBS Category ........................................................................................................................... 148Edit the WBS category ...................................................................................................... 148


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Create WBS category values ............................................................................................ 149Assign WBS Category values ........... .......... ........... .......... ........... .......... .......... ........... ....... 149Change WBS category values .......................................................................................... 149Delete WBS category values ............................................................................................ 149

Document Categories .............................................................................................................. 150Create document categories ........................................................................................... 150

Rename document categories ........................................................................................ 150Delete document categories............................................................................................ 150

Document Statuses ................................................................................................................. 151Create a document status ............................................................................................... 151Change document status names .................................................................................... 151Delete a document status .......... .......... ........... .......... .......... ........... .......... .......... ........... .. 151

Risk Categories ........................................................................................................................ 152Create risk categories ...................................................................................................... 152Edit risk categories ........................................................................................................... 152Delete risk categories ...................................................................................................... 152

Notebook Topics ....................................................................................................................... 153Create notebooks ............................................................................................................. 153Change notebook names ................................................................................................. 153Delete notebooks ............................................................................................................. 153

Units of Measure ...................................................................................................................... 154Define the units of measure for material resources .......... ........... .......... .......... ........... .. 154Delete Units of Measure .................................................................................................. 154

Defining Currencies ....................................................................................................................... 154Currencies................................................................................................................................. 154Add a view currency ................................................................................................................. 155Define a base currency ............................................................................................................ 155

Setting User Preferences .............................................................................................................. 156Define user preferences .......................................................................................................... 156Define how to display time information .................................................................................. 157Specify a format for dates ....................................................................................................... 158Specify a format for currency .................................................................................................. 158Select a view currency ............................................................................................................. 158Enter e-mail settings ................................................................................................................ 158Set wizard options .................................................................................................................... 158Change my password ............................................................................................................... 159Set startup options ................................................................................................................... 159Create a log of tasks ................................................................................................................ 160Define the range of financial periods to display in columns ................................................. 160Set resource analysis options ................................................................................................. 160Select Startup Filters ............................................................................................................... 162Select calculation options for resource and role assignments ............................................. 162

Authentication in P6 Professional ........................................ .......................... ........................... ... 165About User Authentication Modes ................................................................................................ 165Configuring LDAP Servers ............................................................................................................. 165Provisioning LDAP User Information for the First Time ............................................................... 166Configuring P6 Professional Internal Plug-ins for Authentication .............................................. 167Login Procedures and Authentication in P6 Professional .......................................................... 167


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About the Administration Configuration Tool ......................... .......................... .......................... ... 168Installing the Administration Configuration Tool ......................................................................... 168Resetting Private User Passwords ............................................................................................... 169Resetting Application User Passwords......................................................................................... 169

Appendix ....................................................................................................................................... 171Importing Projects from P3 to P6 Professional ........................................................................... 173

What Causes the P3 Import Option to Be Grayed Our or Send an Error Message? ............ 173Importing Projects from P3 if You Own a Licensed Copy of P3 or SureTrak ........................ 174Message when Starting Import or Export ............................................................................... 174


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Oracle provides comprehensive, multiproject planning and control software, built onOracle and Microsoft SQL Server databases for organization-wide projectmanagement scalability. P6 Professional provides a client/server connection forplanning- and scheduling-focused users.

In This ChapterP6 Professional Documentation .............................................................................. 13Where to Get Documentation Updates ................................................................15Where To Get Training .............................................................................................. 15

Where to Get Support.............................................................................................. 15Layout of the P6 Professional Administrators Guide...........................................16

P6 Professional DocumentationYou can access reference manuals and administrators guides from the P6 Professional

Documentation Center, located in the \Documentation\ folder of the P6Professional physical media or download. Most documentation assumes a standardsetup of the product, with full access rights to all features and functions.

Media packs include all files necessary to install P6 Professional applications, all manuals

and technical documents related to the installation, administration, and use of P6Professional components, and the Quick Install Guide. For information on the contents ofthe P6 Professional Media Pack, see the P6 Professional Quick Install Guide.

The following table describes documentation publications and lists the recommendedreaders by role. P6 Professional roles are described in the P6 Professional Administrator'sGuide.

Title DescriptionP6 Professional

Administrators GuideExplains how to set up the P6 Professional database,servers, and components; it also provides an overviewof all the components in the P6 Professional solution. Theguide describes the procedures required to administerP6 Professional, including setting up security and

configuring global preferences. The P6 Professionalnetwork administrator/database administrator shouldread this guide.

Tested Configurations Lists the configurations that have been tested and

Preface


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Title Descriptionverified to work with P6 Professional. The networkadministrator/database administrator and P6Professional administrator should read this document.

P6 ProfessionalStandalone Installation

and Configuration

Guide

Explains how to install and configure P6 Professional as astandalone application.

P6 Professional Help Explains how to use P6 Professional to plan, set up, andmanage projects in a multiuser environment. If you arenew to P6 Professional, use this Help to learn how to usethe software effectively to plan and manage projects.The P6 Professional administrator, program manager,project manager, resource/cost manager, and team

leader should read this Help.

P6 Professional User's

GuideThis guide explains how to plan, set up, and manageprojects in a multiuser environment. If you are new to P6Professional, start with this guide to learn how to use thesoftware effectively to plan and manage projects.When you need more detail, refer to the P6 ProfessionalHelp. The program manager, project manager,resource/cost manager, and team leader should readthis guide.

Primavera Timescaled

Logic Diagram Help

Describes how to create, modify, and manage

Timescaled Logic Diagrams. Timescaled Logic Diagramscondense the project schedule displayed in the GanttChart into a more readable, easier to understandformat that provides a snapshot of the entire projectplan and the chains of activities that drive the projectschedule.

P6 SDK Web-baseddocumentation

Describes how to use the P6 SDK to connect to the P6Professional database. The tables, fields, and storedprocedures that you can access through the P6 SDK aredescribed. Examples are also provided to show howyou can use the P6 SDK to perform several basic tasks,

such as creating a new project or assigning a resourceto a project activity. The P6 Professional networkadministrator/database administrator should read thisdocumentation, which is available in localdrive\Program Files\Oracle\Primavera P6Professional\PMSDK\Doc\ by default. Double-click theINDEX.HTML file to open the Table of Contents.


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Title DescriptionP3 to P6 Professional

Migration GuideThis guide provides best practices for migrating your P3data to P6 Professional, and details how P3 functionality

maps to P6 Professional functionality.

Distributing Information to the TeamYou can copy the online documentation to a network drive for access by projectparticipants. Each team member can then view or print those portions that specificallyrelate to his or her role in the organization.

Throughout this documentation, the Security Guidance icon helps you to quicklyidentify security-related content to consider during the installation and configurationprocess.

Where to Get Documentation UpdatesFor the latest updates to the P6 Professional Documentation library, go tohttp://download.oracle.com/docs/cd/E23006_01/index.htm.

Where To Get TrainingTo access comprehensive training for all Primavera products, go to:

http://education.oracle.com

Where to Get SupportIf you have a question about using Oracle products that you or your networkadministrator cannot resolve with information in the documentation or help, go to:

http://www.oracle.com/us/support/index.html

This page provides the latest information on contacting Oracle Global Customer Supportand the support renewals process.

Access to Oracle SupportOracle customers have access to electronic support through My Oracle Support. Forinformation, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=infoor visit

http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trsif you are hearing impaired.


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Layout of the P Professional Administrators GuideThis bookis a step-by-step guide to installing and configuring P6 Professional softwaremodules. (This guide is not intended for users who plan to install and configure astandalone version. Those users should refer to a separate guide, the P6 Professional R8.1Standalone Installation and Configuration Guide.)

This manual is organized as follows:

OverviewProvides an overview of P6 Professional software components, discusses how to plan animplementation for your organization, and offers an overview of the process of installingand configuring P6 Professional software components. Security guidelines are alsooutlined to assist you with creating a secure P6 Professional installation.

Database Installation and ConfigurationProvides steps for using a wizard to automate the process of creating the P6 Professionaldatabase on either Oracle or Microsoft SQL Server and loading application data into thedatabases. This part also details how to manually create a database and use a wizard toautomatically upgrade your database from previous versions of P6 Professional.

Client Installation and ConfigurationThis section explains how to:

Install P6 Professional

Install the P6 SDK (Software Development Kit)

Create and run an unattended setup

Configure module connectivity to the P6 Professional database Install Job Service

P6 Professional Application AdministrationDescribes how to customize P6 Professional applications, once installed. Specifically, thissection covers how to:

Set up users and configure security

Modify application settings and global enterprise data

Set up authentication and provision users

TipsThroughout this documentation, the Security Guidance icon helps you to quicklyidentify security-related content to consider during the installation and configurationprocess. SeeSecurity Guidance(on page21)for more information about securityguidelines.


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Read this chapter when you are ready to plan your P6 Professional implementation. Formore detailed information and assistance, please consult with Oracle Global CustomerSupport (if you have questions about installation) or Oracle Primavera GBU Consulting (ifyou want Oracle Primavera to assist you with your implementation.)

In This SectionWhich Components Do I Need? ............................................................................ 17Client and Server Requirements ............................................................................. 18

Which Components Do I Need?When planning your P6 Professional implementation, you will first need to know whichclient modules and server components you will need to install and configure, and wherethose modules and components need to be installed. The following is a set of questionsthat you will want to answer before you begin.

Which relational database management system (RDBMS) will we use on our database server?You can use either Oracle or Microsoft SQL Server on your database server for most P6Professional installations.

Which workstations will require P6 Professional?All P6 Professional users will need access to the database server. If using Oracle as theRDBMS, you will need to install the Oracle client software on each computer that runs thisclient module. If using Microsoft SQL Server as the RDBMS, the required Microsoft SQLServer files have already been included with Windows.

Do we want our administrators to install P6 Professional using standardized preconfigured settings?If you want your client module to be configured identically, your administrators can runan unattended setup based on a standard configuration. You can create one or moresets of unattended setup files and share them on a network server.

Do we need to integrate our project data with other global systems?If you need to integrate your project data with other global systems, such as Accountingor Human Resources applications, you will need to install the P6 SDK on computers thatrequire access to the data. The P6 SDK makes project data available to externalapplications through Open Database Connectivity (ODBC) interfaces, such as OLE DB.

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Note:P6 Professional R8.1 is compiled with a/LARGEADDRESSAWARE option (also known as LAA) that canaddress additional virtual memory above 2GB. Applications like P6Professional that are compiled with the /LARGEADDRESSAWAREoption can take advantage of the 3GB switch in 32-bit Windowsand can address up to 4GB of virtual memory in 64-bit Windows.For more information on the 3GB switch for the/LARGEADDRESSAWARE option, please contact Microsoft Support.

Supported Configurations for ServersFor the P6 Professional database server Oracle 10.2.0.5.0

Oracle 11.2.0.2.0

Microsoft SQL Server 2005 sp3

Microsoft SQL Server 2008 R2

Supported E-Mail Systems and Network Protocols Internet e-mail (SMTP)

MAPI is supported for P6 Professional

Network protocols depend only on database vendor

Web site requires TCP/IP


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This chapter provides guidelines on creating an overall secure environment for P6Professional. It summarizes security options to consider for each installation andconfiguration process and details additional security steps that you can perform beforeand after P6 Professional implementation.

In This SectionSecurity Guidance Overview .................................................................................. 21Safe Deployment of P6 Professional....................................................................... 22Authentication Options for P6 Professional ...........................................................24

Authorization for P6 Professional ............................................................................. 25Confidentiality for P6 Professional........................................................................... 25Sensitive Data for P6 Professional ........................................................................... 25Reliability for P6 Professional .................................................................................... 26Additional Sources for Security Guidance ............................................................26

Security Guidance OverviewDuring the installation and configuration process for P6 Professional, several options areavailable that impact security. Depending on your organization's needs, you might berequired to create a highly secure environment for all P6 Professional applications. Usethe following guidelines to plan your security strategy for P6 Professional:

Review all security documentation for applications and hardware components thatinteract or integrate with P6 Professional. Hardening your environment isrecommended. SeeAdditional Sources for Security Guidance(on page26)for linksthat can help you to get started.

Read through the summary of considerations for P6 Professional included in thisdocument. Areas covered include: safe deployment, authentication options,authorization, confidentiality, sensitive data, reliability, and cookies usage.

Throughout this documentation, the Security Guidance icon helps you to quicklyidentify security-related content to consider during the installation and configuration

process. Once you begin the installation and configuration of your P6 Professionalenvironment, use the Security Guidance icon as a reminder to carefully consider allsecurity options.

Security Guidance


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TipsAs with any software product, be aware that security changes made for third partyapplications might affect P6 Professional applications. For example, if you configureWebLogic to use only SSL v3.0, you must disable TLS v1.0 for the client JRE for P6 to launch

properly. If using an Internet Explorer browser, you must also disable TLS v1.0 in InternetOptions.

Safe Deployment of P6 ProfessionalTo ensure overall safe deployment of P6 Professional, you should carefully plan securityfor all components, such as database servers, application servers, and client computers,that are required for and interact with P6 Professional. In addition to the documentationincluded with other applications and hardware components, follow the P6Professional-specific guidance below.

Administrative Privileges Needed for Installation and OperationAs the P6 Professional Administrator, you should determine the minimum administrativeprivileges or permissions needed for installation, configuration, and daily operation of P6Professional. For example, to successfully install the required JRE for P6 Professional Webapplications (for example, P6 and P6 Progress Reporter), you must be an administrator onthe client machine during this installation or update.

Minimum Client Permissions Needed for P6 ProfessionalUsers do not have to be administrators on their machines to run P6 Professional. Instead,

you can grant minimum permissions to create a more secure environment.The following is a summary of the minimum system requirements needed to access andrun components of P6 Professional R8.1:

Files within Window Folders: local drive\Program Files\Oracle\Primavera P6\P6 Professional

dbexpsda40.dll

dbexpsda30.dll

dbexpint.dll

dbexpoda40.dll

dbexpoda30.dllDbExpPrC.dll (only needed when using Compression Server)

dbexpsda.dll

dbxadapter30.dll (only needed when using Compression Server)

Read&Execute/Read permission to access files needed to run P6 Professionalapplications and to create and modify database alias connections.


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local drive\Program Files\Oracle\Primavera P6\P6 Professional\pm.ini

Read&Execute/Read/Write permission to access the ini file, which is required to loginto P6 Professional applications.

local drive\Program Files\Oracle\Primavera P6\P6 Professional\Java\

dbconfig.cmd

admin.cmd

Read&Execute/Read permissions to run the Database Configuration setup, the P6Administrator application.

For your reference, the following are the default installation locations for thePrmBootStrap.xml file:

Windows XP:

\%USERPROFILE%\Local Settings\Application Data\Oracle\Primavera P6\P6Professional

Windows Vista and 7:

\%LOCALAPPDATA%\Oracle\Primavera P6\P6 Professional

During installation, the PrmBootStrap.xml file is also copied to one of the locationsbelow, depending on your operating system. The files will never be modified duringuse of P6 Professional, so they can be copied to the current user location(USERPROFILE or LOCALAPPDATA) if you need to revert P6 Professional back to itsoriginal state (for example, if files become corrupted).

Windows XP:

\%ALLUSERSPROFILE%\Application Data\Oracle\Primavera P6\P6 Professional

Windows Vista and 7:

\%PROGRAMDATA%\Oracle\Primavera P6\P6 Professional

Output directory for File > Export, Log output files

Read&Execute/Read/Write to create and write output files.

Registry Keys: HKEY_LOCAL_MACHINE\Software\Primavera

READ

Note:For the Update Baseline and Schedule Comparison/ClaimDigger tools, the key is opened in Read/Write/Delete mode.

Physical Security Requirements for P6 ProfessionalAll hardware hosting P6 Professional should be physically secured to maintain a safeimplementation environment. Consider the following when planning your physicalsecurity strategy:

Components of the intended environment should be properly installed, configured,managed, and maintained according to guidance in all applicable Administrator'sGuides for P6 Professional.


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Components of P6 Professional should be installed in controlled access facilities toprevent unauthorized physical access. Only authorized administrators for the systemshosting P6 Professional should have physical access to those systems. Suchadministrators include the Operating System Administrators, Application ServerAdministrators, and Database Administrators.

Administrator access to client machines should only be used for installation andconfiguration of P6 Professional modules.

Files to Protect after ImplementationWhile P6 Professional requires specific files for installation and configuration, some are notneeded for daily operations. Although not intended as a comprehensive list, thefollowing are files that should be protected or moved to a secure location afterinstallation and configuration:

DatabaseSetup.log

Captures processes performed during P6 Professional database installation.Default Location = user home directory (for example, C:\Documents andSettings\Administrator)

dbconfigpv.cmd (or dbconfig.shfor Linux)

Tool used to create the connection between the P6 Professional database and P6.

Default location = P6 home directory, as specified during installation

p6-emplugin.jar

A P6 Professional-specific plug-in used to enable the display of P6 metrics in OracleEnterprise Manager.

Default location = P6 home directory, as specified during installation

Authentication Options for P6 ProfessionalAuthentication determines the identity of users prior to granting access to P6 Professionalmodules. P6 Professional offers the following authentication modes:

Nativeauthentication is the default mode for P6 Professional. In this mode, when auser attempts to log into a P6 Professional application, authentication is handleddirectly through the module with the P6 Professional database acting as theauthority.

LDAP(Lightweight Directory Access Protocol) is directory-based authentication and isavailable for all P6 Professional applications. In this mode, when a user attempts to loginto a P6 Professional application, the users identity is confirmed in an

LDAP-compliant directory server database. Additionally, P6 Professional supports theuse of LDAP referrals with Oracle Internet Directory and Microsoft Windows ActiveDirectory. Referrals chasing allows authentication to extend to another domain.

You can also configure multiple LDAP servers to use for authentication. This allowsfailover support and enables you to search for users in multiple LDAP stores.


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Reliability for P6 ProfessionalThe following measures can be taken to protect against attacks that could cause adenial of service:

Ensure that the latest security patches are installed. Replace the default Admin Superuser (admin) immediately after a manual database

installation or an upgrade from P6 version 7.0 and earlier.

Ensure that log settings meet the operational needs of the server environment. Refrainfrom using "Debug" log level in production environments.

Document the configuration settings used for servers and create a process forchanging them.

Protect access to configuration files with physical and file system security.

Additional Sources for Security GuidanceThe databases, platforms, and servers that you use for your P6 Professionalimplementation should be properly secured. Although not intended as a comprehensivelist, you might find the links below helpful when planning your security strategy.

Note:Due to the dynamic nature of the Web, the URLs below mighthave changed since publication of this guide.

Oracle Databasehttp://download.oracle.com/docs/cd/B19306_01/network.102/b14266/toc.htm

Microsoft SQL Server 2005 Databasehttp://www.microsoft.com/sqlserver/2005/en/us/security.aspxMicrosoft SQL Server 2008 Databasehttp://www.microsoft.com/sqlserver/2008/en/us/Security.aspx

Microsoft Windows 2008 Serverhttp://technet.microsoft.com/en-us/library/dd548350(WS.10).aspx

Microsoft Windows 2003 Serverhttp://www.microsoft.com/downloads/details.aspx?familyid=8A2643C1-0685-4D89-B655

-521EA6C7B4DB&displaylang=en


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Follow the steps in this chapter to set up and load the P6 Professional databases on aserver using the automatic install process.

In This SectionAutomatic Database Installation Overview .........................................................27About the Database Wizard ................................................................................... 28Private Database Logins for P6 Professional .........................................................32

Automatic Database Installation OverviewOne database is used to run P6 Professional. It stores data used by all P6 Professionalapplications.

If you need detailed steps on installing Oracle Database or Microsoft SQL Server, refer tothe database documentation included with those products.

P6 Professional supports Oracle and Microsoft SQL Server databases. See Client andServer Requirements(on page18)for details on which versions are supported. TheOracle or Microsoft SQL Server software must be installed on the database servers beforeyou can create the database.

You can run the database wizard to automatically create a database structure andload application data into it; or, you can manually configure the database structuresand then run a batch file to load application data. This chapter walks you through theautomatic method. See Manual Database Configuration(on page35)for the manualinstructions.

Note: SeeAutomatic Database Upgrade(on page47)for details ifyou have previously installed and configured P6 Professionaldatabases and want to upgrade to the current version.

See Database Administration(on page55)for additional tips and considerations relatedto database performance along with additional settings.

Oracle considerationsBefore installing the P6 Professional database, consider the following:

If you intend to run P6 Professional or P6 Compression Server on an Oracle databaseserver, the Oracle client must be installed on each machine that will be accessing thedatabase server.

Automatic Database Installation


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Related TopicsCreating an Oracle Database............................................................................... 29Loading Application Data for Oracle ................................................................... 30

The Base Currency for Oracle ................................................................................. 32

Creating an Oracle DatabaseTo create an Oracle database:

1) Set the JAVA_HOME location:

In your Windows system environment.

a. Right-click on My Computerand select Properties.

b. In the System Propertiesdialog box, on the Advanced tab, click EnvironmentVariables.

c. In the Environment Variablesdialog box, under System variables, click New.

d. In the New System Variabledialog box:

1. In the Variable name:field, enter JAVA_HOME.

2. In the Variable value:field, enter the location where Java is located (forexample, C:\Program Files\Java\jre6).

e. Click OKto exit out of the open dialog boxes.

For Linux, add the JAVA_HOME Environment variable to the dbsetup.sh (in theDatabase folder of the P6 Professional physical media or download) file beforerunning it. For example: export JAVA_HOME=/usr/java/jre1.6.0_24/

2) Run dbsetup.bat(dbsetup.sh for Linux) from the Database folder of the P6 Professionalphysical media or download.

Note:Click Next on each wizard dialog box to advance to the nextstep.

3) On the Primavera P6 dialog box:

a. Choose Install a new database.

b. Choose Oracleas the server type.

4) On the Connection Informationdialog box:

a. In the DBA user name field, type the Oracle system user name to log on to thedatabase.

b. In the DBA password field, type the password to log on to the database.c. In the Database host addressfield, enter the server machine name or IP address

where Oracle is installed.

d. In the Database host portfield, enter the port number that Oracle is using. Thedefault is 1521.

e. In the Database name (SID)field, enter the Oracle service name.


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Note:Do not use special characters in the database name,privileged user, or public user, for example: { } [ ] : ; < > , . ? ! @ # $ %^ & * ( ) - _ | / \ ~ `

5) On the Configure Oracle Tablespacesdialog box:

a. Change the estimated tablespace sizes if needed.

b. Select the Use existing tablespaces optiononly if the database server to whichyou are connecting already has existing tablespaces. For a new database server,do not select this option. If you select this option, skip to step 2 on Loading

Application Data for Oracle(on page30).

c. Click Nextto accept the name for the Data, Index, and LOB tablespace namesand estimated tablespace sizes.

6) On the Specify Oracle Tablespace Locations dialog box:

a. Accept the default locations for the Oracle tablespaces (Data, Index, and LOB) orspecify different locations.

b. Click Create.

Clicking Createwill begin the initial setup of the P6 Professional database, so you will nolonger be able to click Previous to change your prior selections. However, in Loading

Application Data for Oracle(on page30), you will have the option to either click Next orCancel.

Loading Application Data for OracleTo continue installing the Oracle database and load application data:

1) On the Primavera Database Setup Wizarddialog box, click Nextwhen tablespacecreation has completed.

2) On the Create Oracle Users dialog box, specify the Oracle database administrative,privileged, public, and background user names and passwords.

Caution:You cannot enter privuser as the administrative username; doing so will cause conflicts.

Notes:

P6 Professional does not support passwords with multi-bytecharacters.

Oracle recommends using strong passwords. Strongpasswords in P6 Professional are defined as passwordscontaining between 8 and 20 characters and at least onenumeric and one alpha character. To further strengthen thepassword, use a mixture of upper and lower case letters.


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Do not use special characters in the database name,privileged user, or public user name, for example: { } [ ] : ; < > , . ?! @ # $ % ^ & * ( ) - _ | / \ ~

3) On the Configuration Options dialog box:

a. In the Application Usersection, enter the P6 Professional application administrativeuser name and password. By default, the application administrative user will begranted Admin Superuser access rights.

Note: Oracle recommends using strong passwords. Strongpasswords in P6 Professional are defined as passwords containingbetween 8 and 20 characters and at least one numeric and onealpha character. To further strengthen the password, use a mixtureof upper and lower case letters.

b. Select the Load sample dataoption if you want to include sample project data in

a non-production database. If you do not select the Load sample data

option, empty data is loaded in a secure state and includes only the most basicinformation needed to run the P6 Professional database.

Caution:You must choose the base currency in the following step ifyou do not want the database to use US dollars ($) as the basecurrency. It is not possible to change the base currency onceprojects are in progress. See The Base Currency(on page41)formore information on the base currency.

c. If you want to use a currency other than US Dollars as the base currency for thedatabase, select a different base currency in the Currency field.

d. Click Installto start the process of loading the database tables with application

data.4) On the Finishdialog box, click Finishto exit the wizard.

Notes:

If the database creation fails, seePrimaveraDatabaseSetup.log located in the user homedirectory (for example, C:\Documents andSettings\Administrator). Contact Oracle Global CustomerSupport if you need further assistance.

When the installation successfully completes, delete theinstallation log: DatabaseSetup.log. You can find this under

C:\Documents and Settings. The folder name will depend onwhat you setup during installation.

Once the application data is installed you can begin to install and configure the clientmodule.

See Database Administration(on page55)for information on configuring databasesettings to optimize performance.


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Related TopicsAdding Private Database Logins for P6 Professional ...........................................33Modifying Private Database Logins for P6 Professional .......................................33

Deleting Private Database Logins for P6 Professional .........................................34

Adding Private Database Logins for P6 ProfessionalTo add private database logins for P6 Professional:

1) Run databaselogins.bat(databaselogins.sh for Linux) from the Database folder of theP6 Professional physical media or download.

2) On the Database Connectiondialog box:

a. Select the database, Oracle.

b. Type the user name and password of a privileged database user (for example,privuser). This login should have administrative rights on the database.

c. Enter the host address, host port, and instance name specific to your Oracleinstallation. The Port field displays the default port for the database type youselected.

d. Click Next.

3) On the Private Database Loginsdialog box:

a. Click Add.

b. Enter a user name.

c. Enter a password.

d. To reverse a change, click Undo. Undo will reverse any changes made during thecurrent session.

e. Click Save.

f. Click OKto exit.

Modifying Private Database Logins for P6 ProfessionalTo modify private database logins:

1) Run databaselogins.bat(databaselogins.sh for Linux) from the Database folder of theP6 Professional physical media or download.

2) On the Database Connectiondialog box:

a. Select the database, Oracle.

b. Type the user name and password of a privileged database user (for example,privuser). This login should have administrative rights on the database.

c. Enter the host address, host port, and instance name specific to your Oracleinstallation. The Port field displays the default port for the database type youselected.


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Read this chapter to manually set up the central P6 Professional database on a serverrunning Oracle or Microsoft SQL Server. The steps in this chapter should be performed byyour database administrator (DBA).

SeeAutomatic Database Installation(on page27)to use a wizard that automaticallycreates the database structures and loads the data.

In This SectionManual Database Configuration Overview .........................................................35Creating the Database Structure for Oracle and Loading Application Data 36Changing the Database Base Currency ..............................................................41Private Database Logins for P6 Professional .........................................................42

Manual Database Configuration OverviewThe P6 Professional database stores all P6 Professional data used by all P6 Professionalapplications.

P6 Professional supports Oracle and Microsoft SQL Server databases. See Client andServer Requirements(on page18)for details on which versions are supported. TheMicrosoft SQL Server or Oracle server software must be installed on the database servers

before you can create the database.

Notes:

P6 Professional R8.1 includes an encryption algorithm that providesenhanced security for private database logins; however, theencryption algorithm is not automatically enforced when youmanually configure or upgrade your database. If you manually

configure or upgrade your database, Oracle recommendsthat you use this encryption algorithm. To do so, you must reset theprivate database login. See Resetting Private Database Passwordsto Use the New Encryption Algorithm for instructions. If

automatically installing or upgrading your database, noconfiguration is needed after the upgrade to use the encryptionalgorithm. User logins and passwords are not affected.

Tips P6 Professional does not support passwords with multi-byte characters.

Manual Database Configuration


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When you install the Oracle client, the TNSPING.EXE utility is automatically installed inthe \oracle\ora_home\bin folder. This utility must be present for P6 Professionalapplications. Do not delete it.

SeeAutomatic Database Upgrade(on page47)for instructions on automatically

upgrading your databases to the current version if you have manually configured P6Professional databases for an earlier version. If you want to manually upgrade yourdatabases, refer to the manual database upgrade documents available from the P6Professional Documentation Center, which you can access from the\Documentation\ folder of the P6 Professional physical media ordownload.

_ For security reasons, Oracle strongly recommends that you replace the defaultdatabase users' (admuser, privuser, pubuser, and bgjobuser) passwords immediatelyafter a manual database installation or an upgrade from P6 version 7.0 and earlier.Do not use special characters in the database name, privileged user, or public username, for example: { } [ ] : ; < > , . ? ! @ # $ % ^ & * ( ) - _ | / \ ~ `

Oracle recommends using strong passwords. Strong passwords in P6 Professionalare defined as passwords containing between 8 and 20 characters and at least onenumeric and one alpha character. To further strengthen the password, use a mixtureof upper and lower case letters.

See Modifying Private Database Logins for P6 Professional for instructions on how toreplace the private database login. For all other database user names andpasswords, use the tools included with Oracle Database. The background job useronly has to be reset for manual installations.

For security reasons, Oracle strongly recommends that you replace the defaultAdmin Superuser (admin) immediately after a manual database installation or anupgrade from P6 version 7.0 and earlier.

To configure the Oracle database server for SSL, please see the Advanced SecurityAdministrator's Guide included with the Oracle Database Server Documentation forconfiguring the Oracle Server and Oracle Client(s) for SSL.

Creating the Database Structure for Oracle and Loading Application DataThe Oracle database administrator (DBA) creates the P6 Professional database, thenruns P6 Professional SQL scripts, which create each databases structure (tables, indexes,relationships, and so on).

Notes:

Oracle must be run in Dedicated Mode (rather than MTSmode).


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To create remaining database objects:

1) Log into the P6 Professional database as admuser, or use your custom administrativeuser name if you created one.

2) Execute the orppm_querylib.sqlinstall scripts.

3) Execute the orppm_ins_aux.sqlinstall script.

Notes:

If you changed the default PMDB_NDX1 tablespace andadmuser, privuser, and pubuser names, you must update theorppm_ins_aux.sqlscript with your custom PMDB_NDX1tablespace and admuser, privuser, and pubuser names.Do notuse special characters in the database name, privileged user,or public user name, for example: { } [ ] : ; < > , . ? ! @ # $ % ^ & *( ) - _ | / \ ~

4) Execute the orppm_src.plbsource script.

5) Execute the orppm_secpac.sql scriptIf you used a non-default privuser name, youmust do the following:

a. Log into the databaselogins.bat(on Windows) or databaselogins.sh(on Unix)database as admuser, or use your custom administrative user name if you createdone.

6) Update the privuser name and password to match what you used when you createdusers in Creating Users and Tables for Oracle(on page38).

7) Execute the orppm_database_version.sqlinstall script as admuser, or use your customadministrative user name if you created one.

Initializing Background Jobs and Creating the Background Job UserThe scripts in this task are located in:

Install scripts: \database\scripts\install\PPM_08_00_00

To initialize background jobs and create the background job user:

1) Log into the P6 Professional database as admuser, or use your custom administrativeuser name if you created one.

2) Execute the orppm_create_bguser.sql.

3) Execute the orppm_grantpriv_bguser.sql.

4) Log into the P6 Professional database as bgjobuser, or use your custom background

job user name if you created one.5) Execute the orppm_init_bgjobs.sql.

Dropping P6 Professional Database Objects for OracleIf you make a mistake or want to recreate the database objects for the P6 Professionaldatabase:


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1) Go to \database\scripts\install\PPM_08_00_00 and execute theorppm_drop_users.sqlscript. This will drop admuser, privuser, pubuser, and bgjobuser,and their objects.

2) Start over at Creating Users and Tables for Oracle(on page38).

Changing the Database Base CurrencyCaution:It is not possible to change the base currency onceprojects are in progress.

After manually creating and configuring the P6 Professional database, you must changethe base currency if you do not want the databases to use US dollars ($) as the basecurrency.

Related TopicsThe Base Currency .................................................................................................... 41Reviewing Currency Choices .................................................................................. 42Changing the Base Currency ................................................................................. 42

The Base CurrencyThe base currency is the monetary unit used to store cost data for all projects in thedatabase and is controlled by a global administrative setting in P6. The default basecurrency for P6 Professional is US dollars ($). The view currency is the monetary unit usedto display cost data in P6 Professional and is controlled by a user preference.

The exchange rate for the base currency is always 1.0. When a user selects a differentcurrency than the base currency to view cost data, the base currency value is multipliedtimes the current exchange rate for the view currency to calculate the values displayedin cost and price fields.

For example, if the base currency is U.S. Dollars, the view currency is Euros, and theexchange rate for Euros is .75, a value of $10 stored in the database is displayed as 7.5Euros in cost and price fields. Similarly, if you enter 7.5 Euros in a cost or price field, it isstored in the database as $10.

When data is displayed in a view currency that is different than the base currency, somecost and price values can vary slightly (e.g., due to rounding). As long as the correctbase currency is selected during database installation, a user can view completely

accurate cost and price data by changing the view currency to match the basecurrency.

See Adding a Currency for information on adding view currencies.


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Reviewing Currency ChoicesThe process to change the base currency involves editing and running a P6 Professionalscript provided. By default, US dollars is the base currency, and USD is the short nameused in the script. To know which short name to use in the script for the currency that yourequire, review the list of available short names for P6 Professional. To do so, run thefollowing query on the P6 Professional database:

select curr_type, curr_short_name from currtype;

Changing the Base CurrencyTo change the base currency:

1) On the P6 Professional physical media or download:

a. Browse to \Database\scripts\common.b. Copy one of the following scripts to a local drive:

For Oracle: or_set_currency.sql

2) If the script was copied from physical media, turn off the script files read-onlyattribute.

Since files on physical media are read-only, this attribute is turned on when a file iscopied from a CD or DVD.

a. In Windows Explorer, right-click the file.

b. Choose Properties.

c. Clear the Read-Only option.

3) Open the script for editing and locate the line containing v_new_base_currency: =USD

4) Replace USD with the currency short name of your choice.

5) Save your changes and run the modified script.

Private Database Logins for P6 ProfessionalPrivate database logins are used primarily by administrators to gain direct access to adatabase. For example, the privileged user login that you use to access the P6

Professional database is a private database login. You can add, modify, or deleteexisting logins using the Database Logins tool. This can also be accomplished using theAdministration Configuration tool.


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P6 Professional R8.1 includes an encryption algorithm that provides enhanced security forprivate database logins; however, the encryption algorithm is not automaticallyenforced when you manually configure or upgrade your database. If you manually

configure or upgrade your database, Oracle recommends that you use this

encryption algorithm. To do so, you must reset the private database login. See ResettingPrivate Database Passwords to Use the New Encryption A