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