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					ORACLE PRIMAVERA PROFESSIONAL PROJECT MANAGEMENT (PPM) SOFTWARE

P6 v6.2.1 STANDALONE INSTALLATION


SECTION 1: DOCUMENT PURPOSE STATEMENT

   This document is intended for NEW installations of Primavera PPM Software Standalone installation option.
   For a roadmap of UPGRADE installation instructions for Primavera PPM Standalone or for installation /
   upgrade of the Primavera EPPM suite please see the specific supporting documents available in the Oracle |
   Primavera knowledgebase.

   The purpose of this document is to provide a roadmap for installing the standalone components of the Oracle
   Primavera Project Management (PPM) software v6.2.1.

   Sections in this document include:
      Section 1: Documentation Purpose Statement (this section)
      Section 2: Required Downloads and Reference Documentation
      Section 3: Resources Needed For Installation
      Section 4: Component Descriptions and Installation Instruction References
      Section 5: Detailed Installation Steps for 32 Bit Operating System
      Section 6: Detailed Installation Steps for 64 Bit Operating System
      Section 7: Reference to Other Optional Components

SECTION 2: REQUIRED DOWNLOADS AND REFERENCE DOCUMENTATION

   Media Pack Downloads: Compressed archive files for software and documentation downloads.

   Access http://edelivery.oracle.com and follow prompts to Primavera P6 Professional Project Management
   (v6.2.1) Media Pack for Microsoft Windows.

       This document includes components and references to the following download options within the PPM
       media pack:

           •   Primavera P6 Professional Project Management Quick Install Guide
           •   Primavera P6 Client Applications v6.2.1
           •   Primavera P6 Documentation

   Reference Documentation:

   Quick Install Guide: General installation information.

       http://edelivery.oracle.com as part of the PPM downloads

   Administrator Guide: Installation and configuration instructions required for the Primavera P6 Client
      Applications v6.2.1 and is part of the PPM downloads.

       P621_Documentation\<language>\<Industry>\adminguide.pdf

       NOTE: Page numbers referenced in this document refer to the page numbers of the physical document,
       not the PDF page numbers.

   Tested Configurations Document: Contains tested environment configurations and version information for
      tested platforms, operating systems, and Third-party software components for the Primavera P6 Client
      Applications v6.2.1 and is part of the PPM downloads.

       P621_Documentation \<language>\Tested Configurations\Tested Configurations.pdf


Oracle Primavera P6 PPM – New Standalone Installation                                                  Page 1
SECTION 3: RESOURCES NEEDED FOR INSTALLATION

   Standalone installations require preparation and may take as little as an hour to complete depending on the
   organization and accessibility of the system admin rights.

   Note: To complete the installation you must have full administrative rights to the machine on which you are
   installing the software. It is recommended that locally installed firewall and anti-virus software is disabled for
   the duration of the installation.

   With the standalone option, the installation wizard installs the database server component along with the
   databases and the client application software in one process and configures the connectivity between the
   client software and the databases at the conclusion of the installation.

   The talents of your IT staff may be required to assist you with the installation and configuration of Oracle
   Primavera software in your organization. An Information Technology Professional or an end user with a familiar
   degree of computer knowledge can complete a Standalone Installation without assistance when this
   documentation is utilized as part of the preparation

   Please see the Administrator Guide, referenced in Section 2 above, on page 20 for details on Minimum Client
   Configurations.


SECTION 4: COMPONENT DESCRIPTIONS AND INSTALLATION INSTRUCTION REFERENCES

   SYSTEM ARCHITECTURE: Installing Oracle Primavera PPM standalone means you are using your machine
   for both the client application software and the server and database functionality required for the software to
   operate in a standalone environment.

   TESTED CONFIGURATIONS: For information on any platform versions, operating systems, environments and
   third-party software versions for components listed below, please see the Tested Configuration document
   referenced in Section 2 above.

   COMPONENTS: The following is a list of components that are installed with the PPM Standalone Installation
   option:

   DATABASE SERVER / DATABASES / DESKTOP CLIENT

   Description

       DATABASE SERVER:

       The standalone installation of Oracle PPM software, installs the components of Microsoft SQL Server 2005
       Express with Advanced Services. This database server component of the standalone installation is
       required to store the PPM project management databases on an individual users’ computer.

       DATABASES:

       A database is required to store the Oracle PPM data:
           • The project management database (default name: pmdb$primavera) stores the Project
              Management data used by Oracle PPM software. It is a required database installed via the
              standalone installation.

           •   The methodology management database (default name: mmdb$primavera) stores project
               templates that can be used when creating new projects. It is an optional database installed by
               default via the standalone installation.




Oracle Primavera P6 PPM – New Standalone Installation                                                        Page 2
       DESKTOP CLIENT:

       •   The Project Management desktop client enables users to access the Project Management database to
           plan and control a large number of projects.

       •   The Methodology Management desktop client enables users to access the Methodology Management
           database to create project templates if this optional functionality is being implemented.

       •   The SQL Server database client drivers are installed and configured for database connectivity as part
           of the standalone installation.

   Administrator Guide installation instructions

       •   Product Codes required for installation may be found in the QUICK INSTALL GUIDE as well as on
           page 12 of the Administrator Guide
       •   Installing or Upgrading the Stand-Alone Version on page 239-244, 259

   Location in Media Pack

       Installation wizard utility may be run from the following location:
           • P621_Client_Applications\setup.exe >choose Primavera Standalone


SECTION 5: DETAILED INSTALLATION STEPS FOR 32-BIT OPERATING SYSTEM

   As mentioned above, instructions for performing a Standalone installation are included in the Administrator
   Guide. For your convenience, the steps are also outlined below.

   Before you begin, make sure your computer is running Windows XP Professional (SP2) or Windows Vista.

   Also, even though you are running Oracle Primavera PPM software as a stand-alone product, a network
   interface card or modem must be installed and TCP/IP networking software must be running on the computer.

   Notes:
      • When installing Oracle Primavera PPM software on Windows XP or Vista, you must have
          administrator rights to your computer.

       •   A license key file is required to use the software and should have been provided via e-mail or CD. You
           may use an existing Primavera license key file v4.1 or later or you may download a license file from
           Oracle’s License Codes group at http://licensecodes.oracle.com. See the Quick Install guide for more
           information on acquiring a Temporary and/or Permanent license file if needed. Copy the license file to
           a hard drive folder before you begin. You will point the installer to this file as part of the installation.

       •   When you install Oracle Primavera PPM software, the installer automatically installs MDAC 2.8
           (English version) if it is not present on your machine. If you are installing on a machine running on a
           non-English operating system, it is recommended that you install the appropriate language version of
           MDAC 2.8 before installing Oracle Primavera PPM software. The installer will not overwrite an
           existing version of MDAC 2.8. To download the correct MDAC version, go to
           http://www.microsoft.com/downloads.


   Installation:

       1. If you are installing from a CD, insert CD1. An auto-run introductory screen will appear that provides
           installation options.
           If you are installing from download media, open the Client_Applications folder and double-click on the
           setup.exe file.

       2. On the main Primavera screen, choose Install Client Applications



Oracle Primavera P6 PPM – New Standalone Installation                                                       Page 3
      3. On the Welcome screen, click Next.

           Click Next on each wizard dialog box to advance to the next step.
           Click Cancel at any time to exit the wizard.

      5.    On the Product Code dialog box, enter the product code.

           Note: Product Codes required for installation may be found in the QUICK INSTALL GUIDE as well as
           on page 12 of the Administrator Guide.

      6. On the License dialog box, accept the license agreement.

      7. On the Select Type dialog box, choose the second option, Primavera Stand-alone.

      8. On the Choose Destination Location dialog box, enter or select the destination folder for the client
          modules.

      9. On the Choose Destination Location (Common) dialog box, enter or select the destination folder for
         Primavera common files.

           By default, common files are installed in the Primavera Common folder created during installation.
           You can choose a different folder.

      10. On the Select Features to install dialog box, mark the checkbox next to Sample Projects if you want to
          install sample projects.

      11. Select the program folder name in which the Primavera icons will be stored on the Start menu. If you
          make no changes, these icons are stored under Programs, Primavera.

      12. If installing the standalone version for the first time on this computer, on the Select License File dialog
           box, in the “Select a license file for the newly created database” field, browse to the location of
           the license file.

      13. Click Install to begin the installation.

      14. During the installation, the setup program automatically installs and configures Microsoft
          .NET Framework and Microsoft SQL Server 2005 Express.

      15. Accept the License Agreement and click Install.

      16. Click Finish to complete the Microsoft .NET Framework install.

      17. Microsoft SQL Server 2005 Express will automatically begin to install.

      18. The setup also installs the default Project Management and Methodology Management databases.

      19. Click Next at the Validate Database Connection screen for the PMDB database.

      20. Click Finish at the Connection Successful screen for the PMDB database.

      21. Click Next at the Validate Database Connection screen for the MMDB database.

      22. Click Finish at the Connection Successful screen for the MMDB database.

      23. Click Finish to exit the Install Shield Wizard.

      24. Click Exit to end the installation.

      25. You can launch a module by clicking Start, Programs, Primavera, then select the module of your
         choice (Project Management or Methodology Management).



Oracle Primavera P6 PPM – New Standalone Installation                                                      Page 4
SECTION 6: DETAILED INSTALLATION STEPS FOR 64-BIT OPERATING SYSTEM
   When installing on a 64-bit Operating System, the database server components will not install properly when
   doing a standalone install. You will need to install each database server component manually, create the
   databases manually and then install the P6 application client. This setup will require you to download several
   components from Microsoft’s website before continuing with the installation.

    Even though you are running Oracle Primavera PPM software as a stand-alone product, a network interface
    card or modem must be installed and TCP/IP networking software must be running on the computer.

    Notes:
       • When installing Oracle Primavera PPM software on Windows XP or Vista, you must have
           administrator rights to your computer.

        •   A license key file is required to use the software and should have been provided via e-mail or CD. You
            may use an existing Primavera license key file v4.1 or later or you may download a license file from
            Oracle’s License Codes group at http://licensecodes.oracle.com. See the Quick Install guide for more
            information on acquiring a Temporary and/or Permanent license file if needed. Copy the license file to
            a hard drive folder before you begin. You will point the installer to this file as part of the installation.

        •   When you install Oracle Primavera PPM software, the installer automatically installs MDAC 2.8
            (English version) if it is not present on your machine. If you are installing on a machine running on a
            non-English operating system, it is recommended that you install the appropriate language version of
            MDAC 2.8 before installing Oracle Primavera PPM software. The installer will not overwrite an
            existing version of MDAC 2.8. To download the correct MDAC version, go to
            http://www.microsoft.com/downloads.

Prerequisites Required:

        1.) Download.Net framework 2.0 x64:
        http://www.microsoft.com/downloads/details.aspx?FamilyID=B44A0000-ACF8-4FA1-AFFB-
        40E78D788B00&displaylang=en

        2.) Download Microsoft SQL Server Native Client x64:
        http://www.microsoft.com/downloads/details.aspx?FamilyID=50B97994-8453-4998-8226-
        FA42EC403D17&displaylang=en


I. Installing .Net and Microsoft SQL Server Native Client Prerequisites

        1. Launch the NetFx64.exe to install .Net framework 2.0 x64.
        2. Click Next through wizard accepting all defaults until installation is complete.
        3. Launch the sqlncli_x64.msi to install Microsoft SQL Server Native Client x64
        4. Click Next through wizard accepting all defaults until installation is complete.

II. Installing Microsoft SQL Server 2005 Express

    1. Access the P621_Client_Applications media download or P621 CD 1 and browse to the SQLSERVER
       folder. Open the SQLSERVER folder. Double-click on the 'setup.exe' file.

    2. Read and accept the license agreement, and allow the wizard to install the prerequisite software. If
       software is missing from the machine which is not available from the CD (such as the .NET framework
       2.0), it will return a message that the software must be installed prior to running the installation for MSSE.
       In that case, cancel the MSSE install, put the necessary software on the machine (most required software
       is available via Windows Update), then re-run the MSSE install.

    3. The Microsoft SQL Sever wizard will launch after all prerequisites have been installed, and it will run
       through a configuration check. Allow this to run through.


Oracle Primavera P6 PPM – New Standalone Installation                                                        Page 5
   4. Enter your registration information, and uncheck the checkbox to 'Hide advanced configuration options'.
      Click Next.

   5. Choose the features that should be installed and the location where MSSE should be installed on the hard
      drive. At a minimum, select Data Files and Shared Tools from the Database Services section, and
      Connectivity Components and Management Studio Express from the Client Components section. Click
      Next.

   6. If MSSE should be installed as a "Default" instance, choose 'Default Instance'. To enter a custom name
      for the Instance, choose 'Named Instance' and enter the desired name.

       A Default Instance will be identified by the computer's name only (ex: P6DatabaseServer).

       A Named Instance will be identified by the computer's name followed by the Instance Name (ex:
       P6DatabaseServer\PRIMAVERA).

       Note: Many instances may be installed on a machine, but only one Default instance may reside on a
       machine. If the Default instance already exists, all future installs must be custom Named instances.

       Primavera recommends a Named instance with the name of Primavera.

   7. Click Next.

   8. Choose the type of service account to be used for this instance and enter any appropriate values. If "Built-
      In System Account" is chosen, set it to Local System. Check the box for SQL Browser. Click Next.

   9. P6 requires Mixed Mode authentication. Choose this radio button and define an 'sa' password. The
      password recommended is 'Prima123Vera' Click Next.

       NOTE: Be sure to record the sa password as it will be required for P6 database creation.

   10. Choose the default for Collation Settings. Click Next.

   11. Choose whether or not to enable User Instances. User Instances are separate instances of the database
       engine which are generated by a parent instance. It allows non-local administrator users to attach and
       connect to SQL Server Express databases, but under the security context of the individual user, on a one-
       instance-per-user basis.

   12. Choose whether to send error reports to Microsoft and click Next.

   13. At the 'Ready to Install' screen, click 'Install' to begin the installation.

   14. When MSSE has completed its installation, launch the Configuration Manager to adjust the TCP/IP
       settings. By default, TCP/IP is turned off. P6 requires that it be turned on to allow the connection to the
       server as well as running Claim Digger/Schedule Analysis and Update Baseline. The Configuration
       Manager is found at Start, Programs, Microsoft SQL Server 2005, Configuration Tools, SQL Server
       Configuration Manager.

   15. Choose the instance that was just installed, then right-click and choose 'Enable' for Shared Memory,
       Named Pipes and TCP/IP protocols.

       NOTE: The instance must be restarted for the settings to take effect.

   16. Right-click again on TCP/IP and choose 'Properties'. By default, dynamic ports are used. By default,
       dynamic ports are used and need to be changed to a static port.

            a. Change the IPAll "TCP Dynamic Ports" value to BLANK and change IPAll "TCP Port" value to the
               port you want SQL Server to run on, default SQL Server port is 1433 (if a non-named instance of
               SQL SERVER is already installed, this port may be in use.)




Oracle Primavera P6 PPM – New Standalone Installation                                                     Page 6
    17. From the Windows Services Control Panel, locate the service corresponding to the newly created instance,
        right click on it, and select Restart.

    18. Microsoft SQL Server Express 2005 is successfully installed.

III. Installing PMDB and MMDB databases

    1. Access the P621_Client_Applications media download or P621 CD 1 and browse to the install\database
       folder. Double click on DBSETUP.BAT.
    2. On the Install or Upgrade Primavera P6 database, select the following options:
        Database Options: Install a new database
        Server Type: Microsoft SQL Server/SQL Express
        Product Key: Enter product key Note: Product Codes required for installation may be found in the
        QUICK INSTALL GUIDE as well as on page 12 of the Administrator Guide.

    3. Click Next
    4. Select Project Management Database and Project Management and Content Repository in one database
    5. Click Next
    6. Enter the database connection information
        Sys Admin User: sa
        Sys Admin Password: Prima123Vera
        Database Host Address: Your computer name or IP Address
        Database Host Port: Your Database Port
            To view the port currently in use:
                      •   Start - Programs - Microsoft SQL Server 2005 - Configuration Tools - Configuration
                          Manager
                      •   SQL Server 2005 Network Configuration
                      •   TCPIP - IP Addresses
                      •   Under the group IPALL
                      •   You can use the PORT identified under Static Port in the Connection Information
                          Database Host Port
    7. Click Next.
    8. On configuring database, keep default database name, file paths and database code page.
    9. On the configuration options screen, keep the default options and browse to the path of where the
       license.txt file is located.
    10. Click Next.
    11. The PMDB database will now be created. When you get all green checks, select Next.
    12. On the Finish screen, click Next to begin the process again. Follow all the steps again as outline above,
        but on the database selection screen, select Methodology Management Database.


IV. Installing Client Applications

    1. If you are installing from a CD, insert CD1. An auto-run introductory screen will appear that provides
        installation options.
        If you are installing from download media, open the Client_Applications folder and double-click on the
        setup.exe file.



Oracle Primavera P6 PPM – New Standalone Installation                                                    Page 7
   2. On the main Primavera screen, choose Install Client Applications

   3. On the Welcome screen, click Next.

        Click Next on each wizard dialog box to advance to the next step.
        Click Cancel at any time to exit the wizard.

   4.    On the Product Code dialog box, enter the product code.

        Note: Product Codes required for installation may be found in the QUICK INSTALL GUIDE as well as on
        page 12 of the Administrator Guide.

   5. On the License dialog box, accept the license agreement.

   6. On the Select Type dialog box, choose the first option, Primavera Client Applications.

   7. On the Choose Destination Location dialog box, enter or select the destination folder for the client
       modules.

   8. On the Choose Destination Location (Common) dialog box, enter or select the destination folder for
      Primavera common files.

        By default, common files are installed in the Primavera Common folder created during installation. You
        can choose a different folder.

   9. On the Select Features to install dialog box, mark the checkbox next to Sample Projects if you want to
       install sample projects.

   10. Select the program folder name in which the Primavera icons will be stored on the Start menu. If you make
       no changes, these icons are stored under Programs, Primavera.

   11. Click Install to begin the installation.

   12. Click Next at the Validate Database Connection screen for the PMDB database.

   13. Click Finish at the Connection Successful screen for the PMDB database.

   14. Click Next at the Validate Database Connection screen for the MMDB database.

   15. Click Finish at the Connection Successful screen for the MMDB database.

   16. Click Finish to exit the Install Shield Wizard.

   17. Click Exit to end the installation.

   18. You can launch a module by clicking Start, Programs, Primavera, then select the module of your choice
       (Project Management or Methodology Management).




Oracle Primavera P6 PPM – New Standalone Installation                                                   Page 8
SECTION 7: REFERENCE TO OTHER OPTIONAL COMPONENTS

Job Service: This optional Windows service runs scheduled jobs on project data at preconfigured intervals.
       - P621_Client_Applications\setup.exe -.
       - installed using client application installer - choose Custom
       - See Administrator Guide Pages 211-230


Microsoft Project Link: This optional plug-in enables Microsoft Project users to open/save projects from/to the
   Project Management database from within the MSP application.
   - P621_Client_Applications\setup.exe
   - installed using client application installer. See Administrator Guide pages239, 257


Software Development Kit (SDK): This optional component makes Oracle Primavera data available for use by
    external applications while enforcing application security and providing application business rules and
    calculated values.
    - P621_Client_Applications\setup.exe
    - installed using client application installer. Administrator Guide on pages 239, 254


Additional information and installation articles are available in the Oracle Primavera knowledgebase.
The knowledgebase may be accessed via Oracle Primavera's Support Web site at:
http://www.Oracle.com/primavera/support.html




Oracle Primavera P6 PPM – New Standalone Installation                                                   Page 9

				
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