Friday, December 9, 2011

Integrating Primavera P6v7 Web Access with Oracle UCM 11g

I have been dealing with quite a number of Oracle products, and integrating them in the context of project management infrastructure. I found some of them quite hard and complicated and the documentation doesn't always help you, but it just over complicates things. Here is the first of many I would like to share with you.


So, assuming you have installed your P6 Web Access (meaning getting the DB installed and created the P6 schemas, installed your application server i.e. Weblogic and deployed P6 war file on it) and also gotten your Oracle UCM installed (the DB schemas, Weblogic and UCM), here is how you would do it: (I would post the installation for UCM in future)


1- Add the P6 Web Server's IP address to the list of security filter in the UCM configuration file. You can find this file at
<middleware_home>\user_projects\domains\<your_ucm_domain>\ucm\cs\config\config.cfg
Append the IP address to the SocketHostAddressSecurityFilter, something like this
SocketHostAddressSecurityFilter=127.0.0.1|0:0:0:0:0:0:0:1|192.168.0.*
You can use the asterisk to allow all values for the segment (you can do something like *.*.*.*)


2- Now log into your UCM home page (usually at http://<server_address>:16200) with the administrator credentials (usually weblogic + password)


3- Expand the administration section on the left panel and click on "Admin Applets", and then click on "Configuration Manager" on the right panel.


4- On the information fields tab, add the following fields using the "Add" button:

  • PrmUserId
  • PrmProjectId
  • PrmWorkgroupId
  • PrmSecurityPolicy
  • PrmTemplate (uncheck “Enable Search Index” attributes)
  • PrmCheckedOutUserId
  • PrmCheckedOutDate
  • PrmLocalFilePath (Type = Long Text)
  • PrmAuthorId

5- Once done, click on "Update Database Design".


6- From the "Options" menu on the top select "Content Types" and add a new type as
  • Name: P6Docs
  • Description: Oracle Primavera Web Access Docs

7- Close the applet and expand the "Browse Content" section from the left panel. Click on "Contribution Folders". If you don't see this you have probably not enabled "Folders_g" feature in the administration console.

8- On the top right of the screen, click "New Item" and choose "New Folder" and create a folder with the following details:
  • Virtual Folder Name: Oracle Primavera
  • Owner: sysadmin
  • Title: Oracle Primavera Web Access Document Home
  • Type: P6Docs
  • Security Group: Public
  • Author: sysadmin

We're pretty much done on the UCM side of things, now lets move to P6 Web Access settings

9- Run the P6 Administration Application from the start menu on the server where you have installed P6 Web (Oracle Primavera P6->Primavera P6 Web Access Utilities->Administration Application)

10- Enter your admin user name and password.

11- Expand the "Custom" node under the configurations tree on the "Tree View" tab. Then expand your P6 database configuration profile->Database-><your_database_instance>->Content Repository.

12- Configure the content repository as follows:
  • Type: Oracle
Under the Oracle Universal Content Management
  • Host: <IP_address_of_ucm_server>
  • Port: <idc_port> usually 4444 (you have set this during UCM setup)
  • Oracle Home: \\Contribution Folders\Oracle Primavera\
  • Oracle Security Group: Public
  • Oracle Security Account: leave blank
  • Oracle Document Type: P6Docs
  • Metadata Prefic: Prm
  • Admin User: sysadmin
  • Authentication Mode: Single User (this is how I prefer it, you can choose to use Multiple User but keep in mind that you have to keep both user directories (P6 and UCM) in sync.

13- Restart P6 Web Server.

14- You can now open any project in P6 Web Access and browse/upload/modify documents under the "Documents" tab.


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