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Oracle Primavera Support Accreditation Study Guide

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Support Accreditation for Oracle Customers and Partners

Use your Study Guide along with the learning content to prepare for your exam.
– The content in this accreditation is fast-paced and targeted to experienced users actively
using My Oracle Support core functions on a regular basis (including logging service requests).
– We recommend you preview the series modules and study guide before you begin this
accreditation.
– This study guide provides links and information to help you get the most from your learning
experience, so please refer to it throughout your accreditation.
– Best Practice: Use the Comment/Sticky Note feature to add comments and questions to your
study guide for follow-up. Right-click anywhere on a page or use the Add Sticky Note icon on
the toolbar to create a note.
– Make sure the content and level of information is right for your current level of experience. If
any topic is new to you, take time to study it in more detail before continuing.
– Make the program work for you by pausing or replaying any video, looking up actions in My
Oracle Support, or asking questions in Community at any time. This is your accreditation
experience, and we want you to enjoy it.

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Oracle Primavera Support Accreditation Study Guide

  1. 1. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Primavera Support Accreditation Study Guide Support Accreditation for Oracle Customers and Partners. 2
  2. 2. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Accreditation Resources • Your Study Guide – Use your Study Guide along with the learning content to prepare for your exam. – The content in this accreditation is fast-paced and targeted to experienced users actively using My Oracle Support core functions on a regular basis (including logging service requests). – We recommend you preview the series modules and study guide before you begin this accreditation. – This study guide provides links and information to help you get the most from your learning experience, so please refer to it throughout your accreditation. – Best Practice: Use the Comment/Sticky Note feature to add comments and questions to your study guide for follow-up. Right-click anywhere on a page or use the Add Sticky Note icon on the toolbar to create a note. – Make sure the content and level of information is right for your current level of experience. If any topic is new to you, take time to study it in more detail before continuing. – Make the program work for you by pausing or replaying any video, looking up actions in My Oracle Support, or asking questions in Community at any time. This is your accreditation experience, and we want you to enjoy it. • Your Companion Resources – My Oracle Support How To Video Series, Doc 603505.1. – Get Proactive with Oracle Primavera, Doc 1389083.1. 3
  3. 3. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Get Help and Provide Feedback • Get Help – If you have questions during your accreditation, please click Contact Us from the Oracle Primavera Accreditation index page, Doc 1985617.1. The program team will answer your questions and provide recommendations. • Providing Feedback – Use the Rate this Module link next to each video to provide feedback on that video. Be specific about what you liked and what you would like to see improved. – Use the Contact Us link to provide general feedback to the program team. – If you get accredited, post updates to the Oracle Support Accreditation Community with examples of how you are changing your business with accreditation best practices. Tip: see the post-accreditation roadmap at the end of the study guide. • The Exam – Please do NOT post specific questions and answers in community. – Questions about specific exam questions should be forwarded to the program team. 4
  4. 4. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Accreditation Results Service Requests Tools Insights Best Practices Toolkit Enhance your expertise with proactive tools for Oracle Primavera products. Leverage insights about capabilities you already use – and take your experience to the next level. Adopt recommended best practices from the examples for faster results. Build your personalized toolkit of key documents, resources, and tools – customized to your role. Create fully qualified Service Requests to help you work with Oracle Support more effectively. 5
  5. 5. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Module Checklist • We recommend completing the modules in order. • As you navigate through the series, check off modules you have completed. If you need to take a break, you can easily resume your accreditation at any time. Module Completed 00 Introduction to Primavera Accreditation 01 Staying Informed about Oracle Primavera 02 Support Tools 03 Troubleshooting 04 Install, Upgrade, and Migrate 05 Patching 06 Investigating Performance Issues 07 Additional Tools and Resources 08 Summary Track your progress 6
  6. 6. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Build Your Toolkit • A key Best Practice in Oracle Support Accreditation is building and maintaining a personalized toolkit of key resources. • This is an easy way to keep track of content of interest (and locate it again when needed). • Start by making knowledge documents a Favorite by clicking the gold star. • From My Oracle Support, click on the Favorites folder in the top navigation (Gold Star) and select Manage Favorites. • Click ‘New Folder’ to create a personalized folder such as Primavera or create a series of product-specific folders for topics like troubleshooting and patching. • Click the arrow to the left of My Folders to expand it and see your new folder. • Locate your newly marked documents and move them to your folder. 7 Best Practice: Also create a browser folder for your products to find that content quickly as part of your extended toolkit.
  7. 7. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Set Up Hot Topics Emails • Another recommended best practice is to set up Hot Topics E-mail notifications. This functionality works with the documents you marked as Favorites in your toolkit. • From My Oracle Support, navigate to My Account from Settings or from your user name. Select ‘Hot Topics E-Mail’ from the left navigation. Fill out the options based on how you want to be updated. 8 “Add products of interest and select options like Knowledge Articles, Alerts, and Bugs. Apply your changes and update at any time.”
  8. 8. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Ed is a project manager and has been using P6 for the past two years. He has built up extensive knowledge of how to use P6; however, he would like to understand how he can utilize additional resources to enhance his knowledge of P6 (and learn from other P6 users). Ed has heard about My Oracle Support Community, a forum for users to discuss P6 and post questions for other users and subject-matter experts. We will follow Ed as he learns more about what is available to him (and adopts recommended best practices into his work model). Ed will also demonstrate some best practices to share knowledge across your team. User Profile for Ed 9
  9. 9. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Amy is the IT Administrator. P6 is one of many products that she supports; recently, she has been put in charge of a team of IT engineers who provide first-line support to all P6 users. She needs to learn more about recommended quick tips and tricks for P6 as well as being aware of the latest bugs and fixes available. She also wants to more fully leverage My Oracle Support Community as part of her approach to investigating and resolving issues. User Profile for Amy 10
  10. 10. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Sean is an IT engineer and is new to P6. Like Amy, he would like to learn more about P6 as he is one of the new first-line engineers providing internal support to P6 users. Sean would like to understand how he can stay informed with the latest news and information about P6, as well as making sure he creates fully qualified Service Requests when reaching out to the Primavera support team. User Profile for Sean 11
  11. 11. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Path Objectives 12 • Enhance your expertise with proactive tools for Oracle Primavera. • Take advantage of additional insights about capabilities you already use – and take your experience to the next level. • Fully adopt best practices for faster results as they relate to Oracle Primavera product use cases. • Improve your ability to create fully qualified Service Requests (SRs) to work with Oracle Support more effectively. This content is intended for both functional and technical users who regularly use My Oracle Support and want to be proactive with their Oracle Primavera software. The modules will refresh your knowledge and proficiency with resources and tools available to help you get started and then stay up-to-date with Oracle Primavera. Nothing our users demonstrate should be new to you, as they are recapping common activities you need to know to pass the accreditation exam. If any topic being demonstrating is new, review any additional knowledge documents highlighted as important.
  12. 12. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Get Proactive Portfolio • Throughout the Oracle Retail Accreditation Series, our users will highlight many Retail support resources. • We will often cite the Retail Get Proactive catalog as the source for resource links our Oracle Retail team recommends. • The Get Proactive catalog is a dynamic resource that is updated over time by the Oracle Retail team to highlight various high-value resources. • There may be occasions when a specific resource in a user example is not highlighted in the catalog. • The highlighted resources are available and can be located by searching. 13 Finding Resources – Best Practices • Search terms – use natural language searches with full search terms, not single words. • Use a product filter. Create a PowerView (PV) for your primary products and leave it on. Or, create a PV at the product-family level. • Add double quotes around only "important terms" that MUST be returned in the search. • Check additional ‘sources’ like Documentation or Bug to expand your search. • Use "inline" product refinement (within your search result lists) to quickly broaden or narrow down your search results. Resource Examples and Searching “I can easily find content in My Oracle Support by using a search phrase most applicable to the content I need.” Become a searching expert to ensure you find relevant content.
  13. 13. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Use Icons To Guide Your Learning Experience Help Documentation at your fingertips My Oracle Support and Cloud Support Portal documentation. Find it from the Help link in the top right corner of most pages in both portals. Oracle Support Essentials Webcasts Live instruction, Q&A. If you miss a webcast, they are repeated. The How To Series covers similar content in a step- by-step approach. Doc 553747.1 My Oracle Support ‘How To’ Series Detailed training videos, documentation. Latest how-to content, webcasts, self-paced replay. Select a feature or role to get started. Doc 603505.1 Advisor Webcast Series for interactive learning Review the current schedule and archived recording for your product. Find a webcast of interest. Doc 740966.1 Get Proactive Portfolio for your products Check out the Get Proactive Portfolio for your products. Get familiar with the top proactive tools. Doc 432.1 Oracle Support Accreditation learning Leverage the Oracle Support Accreditation portfolio of portal and product accreditations. Get accredited today. Doc 1583898.1 Get Proactive Events Calendar Stay Informed about Upcoming Events. Doc 125716.1 Best Practice: Use the icons on many of the portal pages to quickly move from one learning option to another. 14
  14. 14. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Primavera Accreditation Modules 15
  15. 15. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Just as software and technology evolve and change, the My Oracle Support portal and Knowledge Base continue to grow and improve. The Oracle support team puts continued effort into making the content more concise and complete, and to make the content easier to find. Staying Informed about your product can seem a bit overwhelming. There is a lot of great content in My Oracle Support and finding just what you need may seem difficult. Our recommended best practice is to start building your personalized support toolkit by identifying Favorites and creating folders for Primavera resources relevant to your role that you feel you will most likely use and reference often. It’s just a starting point to get organized and save time. You can easily add resources to your toolkit as your role changes or new resources are made available. 16 1.0 – Staying Informed
  16. 16. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 1.1 – Staying Informed • As the project manager, Ed has been given the task by his manager to find ways to stay informed about P6 and share this knowledge with the team of other project managers. Ed isn’t sure at first how to start, so he logs into My Oracle Support and types ‘stay informed with Primavera’ in the global search. • His search results provide a list of resources – and the first option is Get Proactive with Primavera, Doc 1389083.1. This page provides Ed with many different sources of information such as Social Media, product news and helpful tips. Ed bookmarks this page and shares the portfolio with the rest of his team by clicking the Email button in the upper right to automatically generate an email that includes the page name and link. • He types in a quick note asking them to review the portfolio, make it a Favorite and be prepared with questions for their team meeting next week. A recommended best practice is to not only build your personal toolkit, but also help your colleagues build theirs. In just minutes, Ed was able to get this resource to his team and expand their knowledge of staying informed. • Amy would like to learn more about common troubleshooting tips for P6. She types ‘troubleshooting tools for P6’ in My Oracle Support within the knowledge field. One result looks very relevant – Information Center: Troubleshooting Primavera P6 EPPM and P6 PPM, Doc 1358141.2. She marks this page as a Favorite and adds it to her toolkit. • Just like Ed, she’s been building her personalized toolkit with key resources. She has already enabled Hot Topics email updates (and marked this document as a favorite) – so when the Information Center is updated, she will receive a notification. • Amy would like to utilize My Oracle Support Community for her P6 activities and add community content to her toolkit. She is interested in seeing what types of questions come up, so she can learn and answer discussions. • Within Primavera PRIM, she clicks FOLLOW and she has a few ways to stay informed. She leaves it set to ‘Follow in’ her Connections Stream, for now, and selects Done. Amy clicks ACTIVITY from the top navigation bar and creates a Stream just for Primavera by clicking New Stream and adds Primavera – PRIM (MOS); she gives the stream a name such as “PRIM” and clicks Done. This automatically updates the way Amy follows content in this space. • She remembers that this could potentially generate a lot of email traffic, so she may decide to just follow a specific discussion once she sees the types of questions and updates being shared in this community. Those types of changes just take a few minutes and she can easily customize her community experience to her preferences. 17
  17. 17. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 1.2 – Hot Topics Emails • =Amy wants to know when content she has marked as a favorite is updated. She spends a lot of time in meetings and is struggling to stay up to date on information that is critical to the team. • Her colleague suggested that she set up Hot Topics Emails to automate information delivery to her email inbox. As part of her strategy to stay informed, she has already set it up. Let’s take a look at her selections. • From My Oracle Support, Amy used the dropdown under her name to locate My Account and then clicked on Hot Topics E- Mail on the left. • She selected Daily frequency and HTML format. • For selected products, she clicked Add and typed Primavera P6 and selected Primavera P6 Enterprise Project Portfolio Management and her platform, Windows x64. • Next, she decided what types of updates to. She selected Knowledge Articles, Alerts, and Bugs and clicked Apply. Her product and selected updates now appear on the tab. • She will start receiving email alerts when updates are made to any of her selections. The set up was easy, and Amy can change it at any time in the future. • Best Practice: Be sure to click Apply to save changes. 18
  18. 18. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 1.3 – Social Media to Stay Informed • Sean really likes social media. • To find out what support social media channels are available, he logs into My Oracle Support and uses the link in the Getting Started region to jump directly to the Get Proactive Portfolio, Doc 432.1. • He then selects Primavera from the Index to open Get Proactive with Oracle Primavera, Doc 1389083.1. He reviews the page and finds many resources listed on the side navigation under Stay Informed. • He starts organizing his toolkit by following Twitter, blogs, and community. He feels that these three resources are a good foundation to get connected, so he subscribes to the Twitter feed, sets up the blog and community email alerts. • Best Practice: The best way to find what social media works best for you is to try a few options. Sean may find that he prefers following the blog over tweeting. He can change his options at any time to create the best combination for his style of learning and his role. 19
  19. 19. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Finding and using recommended Support Tools for Primavera P6 can be a part of both a functional or technical user role. Finding the right tool quickly and easily is vital for all users. Let’s take a look at searching and using community for support-related questions. 20 2.0 – Support Tools
  20. 20. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 2.1 – Find Support Tools • Sean received an internal ticket from a P6 User who reported that he cannot view other P6 users within the available user list. • Sean is generally aware of P6 support tools; however, he would like to know how he can go about finding them within My Oracle Support. In particular, he needs help with debugging this issue. • Sean types ‘java based support tools in P6’ in the knowledge search. He doesn’t see exactly what he wants, so he refines his search by typing Primavera P6 Professional Project Management in the product field. • In his results, he sees How to Run Primavera Java Based Tools, Doc 1357639.1. • He reviews the content and sees information on using the java based tool for setting up detailed logging. • This issue may come up again for his users, so he marks this Document as a favorite. He has already set up a folder in his Favorites in My Oracle Support called Support Tools so he puts it there to find it easily again if he needs it. 21
  21. 21. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 2.2 – Community and Information Centers • Sean would like to get the Community’s input on his situation. • He clicks on the Community tab in My Oracle Support and locates the top-level community and then selects Primavera – PRIM as the correct sub-space. He types his discussion question – unable to view P6 users within the application – into the ASK IT field, and he completes the field; notice how the space already has the correct sub- space name. • Sean posts his question and a few hours later, a member of the community read his question and provided this response: – Hi Sean, thank you for posting your question within our Community. I have reviewed your issue and this is not a common problem reported for EPPM P6. Let’s run through validate.bat as this will highlight areas which could be causing this problem. If you have any problems interpreting the output from running validate.bat, please open a service request and attach the screenshots. • Sean likes the response and decides to FOLLOW this thread in case new information is added to the question. As a best practice, he also plans to update this thread with his testing results to help other users learn from his experience. • Part of Sean’s strategy is ramping up on key information related to Primavera. One of the support tools recommended by the P6 team is the Information Center: Primavera P6 EPPM and P6 PPM, Doc 1353831.2. Sean’s first action is to flag this document as a favorite. • A best practice for users like Sean is to leverage resources with co-located content to get the most information in a single place. Information Centers are a great resource to save time. In this one document, Sean can find a wide range of links for news, advisor webcasts, troubleshooting, installing/configuring, and upgrading. By marking it as a favorite and organizing it into a meaningful folder called Primavera Information Centers, he has added it to his personal toolkit and can locate it again when he needs to find this information. 22
  22. 22. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 2.3 – Suggestions for Your Toolkit Tool / Resource Access From Implementation / Usage Master notes for all common P6 issues and installation – Doc 1068294.1 Master Note For Primavera P6 Installation And Common Technical Questions or Issues – Doc 1148743.1 Find installation and upgrade roadmap guides; bookmark the guides of interest Best Practices For Upgrading Primavera P6 Enterprise Project Portfolio Management (EPPM) – Doc 1348890.1 P6 Information Center, Primavera Get Proactive Page – Doc 1389083.1 Find Best Practices Information for Implementation Project Dbconfig.bat Installed Tool Use to create a P6 database Product features P6 Information Center – Doc 1353831.2 Access technical Release Notes, structural and application changes. • A quick note about these support tools – when talking about Support Tools for Primavera (and other products), we continue to highlight the value of customizing information for your needs. • Becoming an Oracle Primavera Support Accredited User is about efficiency and getting what you need from My Oracle Support and Primavera capabilities … quickly and easily. • You may not personally use every support tool noted here, but you know about them and can add them to your toolkit at any time. 23
  23. 23. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 2.4 – Support Tools for New Server • Amy received a request to build a new P6 EPPM server. • She is unsure of where to begin looking for information about the recommended hardware specifications. She wants to create a small testing environment and doesn’t want to allocate more resources than the bare minimum. • Now that she has set up her profile in My Oracle Support Community and knows the basics, she decides to utilize community to get some help. As we mentioned earlier, becoming an expert on Community functionality before you need to post a question pays off by saving you time. Amy is ready to jump into community and find what she needs. She navigates to the Primavera – PRIM sub-space she followed earlier and posts her question – What is the recommended hardware for running P6 EPPM version 8.4? • This task is not a high-priority one for Amy so she knows that the Community can help her since she doesn’t require an urgent answer. The community is a good resource because she would like to learn from other users about their experiences and how they have handled a similar request. • Amy received a detailed response from another P6 user who recently upgraded 8.4 and they noted: – Hi, please note you can find this information in the Oracle Technology Network within the documentation for the P6 product. Here is the link which gives you the necessary information on the expected requirements for running a server with the P6 EPPM Product. The link is below: Link to docs. If you require further information, this will give you greater insight into the product needs for all hardware requirements. Please read all the information provided as it provides a very extensive level of information which you will find very helpful. I used this document to help us with our recent implementation of P6 version 8.4. • This is exactly the type of response she wanted. The user recommended that she leverage the P6 EPPM Performance and Sizing Guide for Release 8.4 and provided the direct link. • She reviews the documentation and sees how useful this information will be to her now (and in the future), so she adds this link to her Primavera Proactive Toolkit. 24
  24. 24. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | You may not always be responding to an error message or problem; sometimes, you just need guidance on troubleshooting tools and techniques to take a more proactive approach to troubleshooting. 25 3.0 – Troubleshooting P6 Products
  25. 25. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 3.1 – Proactive Troubleshooting • Sean wants to make sure he has the key troubleshooting tools from P6 available. • He starts by typing ‘Primavera P6 troubleshooting’ in My Oracle Support. • His results include an information center for troubleshooting: Primavera P6 EPPM and P6 PPM – Doc 1358141.2. He sees that it includes a lot of content that may relate to his role, including new problem solution documents, troubleshooting, diagnostic tools, and health checks. He bookmarks it and adds it to his personal folder for Troubleshooting. • Best Practice: A recommended best practice for users like Sean is to create your toolkit of troubleshooting tools before you need them. He doesn’t have an issue today, but he knows that tools like this are now in his Favorites folder when he needs them. • Sean can also leverage the Get Proactive Portfolio. From My Oracle Support, he can click on the Discover the Get Proactive Portfolio link from the Getting Started region. Sean is familiar with this region as he leveraged the content for New Users when he was ramping up on basic knowledge. It’s also a quick way to jump to the portfolio. • He selects Primavera from the Index and reviews content related to troubleshooting. • He checked out the portfolio earlier in this series when he looked for Stay Informed resources and already has it in his personalized toolkit, Doc 1389083.1. • When he has more time, he may also bookmark the specific troubleshooting capabilities highlighted in the portfolio. He’s already taken a look at the Primavera P6 EPPM and P6 PPM information center included on the Primavera Information Center Index under Resolve. 26
  26. 26. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 3.2 – Error Messages • Amy, our IT administrator, is demonstrating a common troubleshooting scenario, which is responding to an error message and looking for a solution. • After restoring P6, she cannot access the database and is getting the following error message – Unable to connect to the database. Would you like to configure the database connection now? • She is unsure how to rectify this, so she copies the complete error message into the global search in My Oracle Support. She knows it is a recommended best practice to always use the exact error message to focus your search. • She finds a good match in the search results – "Unable to connect to the database. Would you like to configure the database connection now?" Troubleshooting Wizard – Doc 1612610.2. • This is a recommended resource from the Primavera team to address this issue. This document is a troubleshooting wizard that focuses her next actions by asking a series of questions and providing suggestions. • The first question asks her to clarify whether or not she’s run the configuration wizard. She hasn’t yet, so she selects the “I have NOT run….” option. Amy knows her Public Database login username and password information and the database name but has NOT configured the applications database alias to obtain the underlying error. The wizard provides a suggested solution that she can try: How to Create or Modify a Database Alias for Project Management – Doc 899068.1. • In this example, Amy is also highlighting another best practice which is to use guided resolution options whenever you find them. Saving even a few minutes with a guided set of recommendations can positively impact your day and your ability to find a solution. • Troubleshooting a problem with any product can mean trying multiple tools or approaches to find the exact solution you need. • In this scenario, Amy started with a troubleshooting wizard that asked specific questions and guided her to a possible solution. If that doesn’t solve her problem, she can search the Primavera communities for this error message and a possible solution. Other P6 users may have already encountered and solved this problem and shared their results in community. 27
  27. 27. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 3.3 – My Oracle Support Community • Amy decides to take a look at My Oracle Support Community. • She navigates to her primary sub-space, Primavera – PRIM, and browses through the latest opened topics before posting her question. She goes to the Content tab and sorts by date created: newest first to see all the latest issues. She finds one that states “Primavera 8.3.3 install for a large company set-up.” • Having gone through the installation herself not that long ago, she decides to take a look in case it might be a situation that she has encountered and can help in resolving. • She notices that their configuration is somewhat similar to what she just configured for her company. She decides to follow the discussion https://community.oracle.com/thread/3673310 and not create a new discussion at this time. • Amy plans to monitor this discussion and contribute her own experiences as the dialogue continues. By doing so, she not only manages to find a solution to her problem, but also helps other Community users reach a solution to their problems. • She types in ‘unable to connect to the database’ to see if there is a discussion specifically on her current question. She finds an older solution, but nothing recent. • She still needs to try the recommended solution by configuring the database alias, so she’ll do that first to see if it resolves the DB connection issue. If not, she’ll post the question back to this community. 28
  28. 28. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 3.4 – Tips about Troubleshooting Approach Tip Be Proactive • Being proactive is a great approach. • Be aware of content in the Get Proactive Portfolio for Primavera related to troubleshooting. Get familiar with the tools and resources available to you before you have a problem. Search • Always search on the exact error message if you have one. That is the fastest way to locate relevant content. Use Guided Resolutions • Take time to follow guided resolution assistants for your issue. • The product teams have taken a lot of the guesswork out of troubleshooting by ordering a series of questions to help you isolate the specific problem and then test/implement a suggested solution. Leverage Community • Use community as part of your approach to ask your question or reply to and follow an existing discussion. • Be sure to update your community discussion with your troubleshooting results and lessons learned. This information is extremely valuable to other P6 users who are troubleshooting the same issues that you are. 29
  29. 29. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | We will review three situations where our users have to complete tasks related to installation, upgrades and migrating the P6 Product. If you are a technical user that logs service requests, you have likely taken on one or more of these tasks. Follow along with our users to see what additional best practices you can add to your business model. 30 4.0 – Install, Upgrade, Migrate
  30. 30. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 4.1 – Install on a New Server • Amy needs to install P6 onto a new server. To complete this task, she needs to review available documentation which details prerequisites required for installing the P6 application. She is aware that there is a website that gives access to the entire documentation set. But, she did not bookmark it and does not remember the location. You may have experienced this problem in your own support of P6. • She goes to My Oracle Support and types in user documentation within the Knowledge tab. The results provide a recommended link for Oracle Documentation Links – Doc 1597048.1; she clicks the link and selects Primavera from the APPLICATIONS section. • This takes her to the Documentation page where she can select Primavera options. This looks like a very comprehensive resource for knowledge, so she bookmarks Primavera Documentation Libraries and adds it to her browser bookmarks toolkit for future use. • She selects her product of interest, P6 EPPM, which is listed out as Primavera P6 Enterprise Project Portfolio Management. • She is provided with the entire documentation available for P6 EPPM for the latest version (as well as for older versions). This is convenient since she also supports older versions of P6 for different projects. She chooses to view the Library for 8.4 for now to understand where to start installing. • The Installation and Configuration Documentation is exactly what she needs to proceed towards a seamless and error-free installation of P6. • Best Practice: Find and bookmark key documentation resources. This type of content is foundational for technical users dealing with install, upgrade, and migration tasks. 31
  31. 31. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 4.2 – Upgrade • Ed needs to upgrade P6 from version 7.0 to the latest one, 8.4. • This is the first time he needs to do an upgrade on P6 so he is unsure of the first step. He goes back to his Toolkit to review the documentation he has been tracking. • He decides to take a further look into a resource he recently reviewed, Master Note for Primavera P6 Installation and Common Technical Questions or Issues – Doc 1148743.1. He opens it up to review it in more detail for this particular assignment. • He has two primary tasks – update the upgrade plan with specific details and prepare an upgrade road map for his leadership team. He will work on both tasks as he leverages P6 upgrade resources. He reviews the Common Installation and Upgrade Questions section and sees P6 Release 8 (P6 R8) Installation and Upgrade Roadmap Guides. The document contains great information on what to do before the upgrade, where to get the latest installation software, a quick install guide, and other relevant tools. • He now knows that before upgrading, he needs to backup his database as well as perform a schema validation. This enables Ed to have control over the Primavera P6 upgrade and ensure he is on the safe side of the upgrade. • Since this is his first time upgrading, Ed can create an Upgrade Plan using the information provided in the Road Map and follow it to be proactive with his P6 upgrade. Best Practice: Leverage upgrade and installation resource content to populate and maintain your company’s ongoing upgrade plans. • Ed may have additional company-specific tasks to follow that can be maintained in his documentation and supplemented with the product-specific detail from the Oracle documentation. He found the upgrade Master Note document helpful as it took him through each step one at a time so he felt prepared for completing a successful upgrade. • As a final proactive step, Ed also reviewed the upgrade-related content in the Primavera Community. He did a quick search in the Primavera – PRIM community on upgrading to make sure he hadn’t missed anything pertinent to his situation. 32
  32. 32. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 4.3 – Migrate • Sean has been asked by his manager Amy to migrate the data from an older version of P6 to the newly upgraded P6 server. • In order to complete this task successfully, Sean needs to use the migration utility. While using the utility, he notices some tables have not copied across, and he decides to research why this happened. • In My Oracle Support, he types migration utility copy table and receives a number of options; based on a conversation with Amy, he finds the correct article to use: Using the migration utility does not copy all the tables – Doc 1931966.1. The migration utility is included within the P6 products within the media pack. • Sean has used the utility previously and knows that he can locate it within the P6 media packs – and, it just takes minutes to run. • Best Practice: Always use the migration utility to migrate data to avoid mistakes. • In reviewing this document, Sean determines that this is an intended behavior of the application (as the tables are just holding temporary data). He makes a note of this information in his migration plan so that he will be reminded about it the next time he migrates data and could save himself a few minutes of searching for this information again. • Best Practice: He demonstrates another best practice here about updating his personal upgrade/migration plan with lessons learned from each experience. This saves him time as he can re-use what he learned and continually improve the scope of his plan. It is also a best practice because fully detailed documentation provides high value to the team as Sean could change roles and some of his knowledge about migrating could potentially be lost. 33
  33. 33. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Not all Primavera users will directly participate in install, upgrade, and migrate activities. This bonus content is targeted to technical users to provide additional framework to help drive success. These are key activities for every user's business and all users can benefit from greater understanding. Did you know our team of Primavera technical experts has handled hundreds of questions related to install, upgrade, and migrate? Let's take a closer look at the key activities you already know, and we'll add some best practices from the product experts. Five phases of an upgrade: 1. Evaluate and Plan 2. Design and Process Modeling 3. Configure and Test 4. Go-Live and Accept 5. Optimize The graphic on the next slide highlights the major areas to consider while performing an upgrade action. It will assist you in understanding what happens within each step and help clarify the soundness of your current upgrade plan and improve areas where the current plan might turn faulty or risky. 34 Bonus Content: Upgrade
  34. 34. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Bonus Content: Upgrade – Lifecycle Phases and Goals 35 • EVALUATE – Evaluate future core business requirements and explore new possibilities for the enterprise to improve effectiveness or competitive advantage. PLAN – Identify each required step for your Primavera P6 EPPM upgrade. CONFIGURE – Upgrade Primavera P6 EPPM development environment. Upgrade the P6 EPPM development database and migrate P6 EPPM development application servers and components to the new version. TEST – Migrate to new version in the Primavera P6 EPPM test, QA or UAT environments. GO-LIVE – Deploy new release of Primavera P6 EPPM. ACCEPT – Secure agreement of business users and executive management that upgraded version meets business needs.
  35. 35. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Bonus Content: Upgrade – Best Practices 36 Prior to Upgrading Preparing for Upgrade Post-Upgrade Processes Oracle Consulting or an Oracle partner can provide technology assessments and architectural planning workshops to guide you through these processes. Let’s take a look at preparing for the upgrade. Some key post-upgrade processes to review. 1. Review your configuration for the hardware and software used to support P6 EPPM. 2. Compare the Tested Configurations for the new release against your inventory to determine gaps in your infrastructure. 3. Have your enterprise servers and database servers sized by your hardware partner. P6 EPPM may have a different processing footprint than your current release. Many customers retire old servers during an upgrade, using the updated server hardware for the upgrade. 4. Plan how to deploy the Web application server technology in your infrastructure to meet IT and business requirements. 1. Copy the entire production environment into one of the environments you will initially upgrade. This copy allows the upgrade team to work with the most current set of transactional data for testing and to utilize any custom modifications. 2. Ensure you have installed all servers and validated them against the minimum technical and software requirements for P6 EPPM. 3. Ensure you have installed and configured a web application server. 4. Download the P6 EPPM media pack from Oracle Software Delivery Cloud. Also, download the latest service packs available for the P6 EPPM release (in the readme for the media pack). After you upgrade: 1. Apply current service packs available for the release. 2. Build and deploy a full set of client and server packages. 3. Execute a series of processes that surface tests the environments. 4. Give the environment to the appropriate project teams for testing and development. • Documentation – Best Practices for Upgrading P6 EPPM • Primavera Advisor Webcast Schedule and Archived Recordings, Doc 1456251.1. Check out the 2015 tab for this Upgrade webcast recording: Primavera Enterprise Project Portfolio Management Install and Upgrade guides Advisor Webcast. The two engineers presenting go live through the entire process so it is a great option for a technical user to understand exactly what is happening.
  36. 36. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | As an experienced user, you have likely had to deal with planning for, finding, or applying patching to your system (or all three). Or, you may have been on a project team where your colleagues were planning out a patching strategy. Before we revisit our users, let’s cover a couple of best practices about patching – have an ongoing patch plan, including proactively searching for patches quarterly; know the patch level of your system; and know how to troubleshoot patching issues. But, how can you accomplish this for P6? Let’s check in with our users for some examples. 37 5.0 – Patching
  37. 37. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 5.1 – Search for Bug or Patch Fix • Ed raised an issue with OPEN PROJECTS IS NOT WORKING IN CHROME BROWSER, which was confirmed as a software bug. He knows the bug ID is 19363222, since it was provided by support when the case was closed. • He goes to My Oracle Support and performs a search on the Bug ID by copying and pasting 19363222 in the search field and finds the bug in his search results. When he reviews the Bug, he sees that the Fixed in Product Version field has been updated with the version 8.4.1.0. Now that he knows this issue is fixed, he can focus on finding the patch. • Best Practice: If this bug was not fixed, Ed could mark it as a favorite and then go to My Account, Hot Topics E-Mail and select ‘Bugs I’ve marked as favorites’ in order to get a notification when this bug is updated. That is a great way to automate information delivery to know when something changes with the bug. He can select Primavera P6 Enterprise Project Portfolio Management as his ‘selected product’ and check Bugs. • Ed clicks on the Patches & Updates tab. In the Patch Search field, he chooses the second type of search – Product or Family (Advanced) and types in P6 for Product (Primavera P6 Enterprise Project Portfolio Management and chooses 8.4.0.0.0 for the Release. He clicks the Search button to see the available patch sets. • He determines ORACLE PRIMAVERA P6 R8.4 PATCH SET 1 (Patch) solves his issue (Patch Name 19931366). He clicks to download it for installation (but not before checking the ReadMe file in order to ensure that he is doing the installation correctly). • Best Practice: By following the recommended best practice of reviewing the ReadMe file first, he can get information about how to apply the patch, if further patches need to be applied prior to this one and what other issues have been fixed in this patch. He can also avoid a wide range of issues caused by incorrectly patching the product. • The Download button provides instant access to the patch so he can download locally before implementation. • Before leaving the Patch screen for 19931366, Ed can also click the Favorites button to save this patch as a favorite. • He decides to save this search as he may want to run it again in the future. He can do that by clicking on Edit Search to open his current search. He can give it a Name and Description and then Save it. 38
  38. 38. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 5.2 – Patch Set Planning • Ed needs to plan for resources, potential downtime, and get a better understanding of what patches may be required. • He thinks the best resource would be the Get Proactive portfolio. He knows that he can jump to the portfolio by typing ‘get proactive with Primavera’ in the global search or by clicking the link from the Getting Started region. He can also go there from his Favorites folder as he has already bookmarked it. • From the Get Proactive with Primavera page, he reviews the Patching and Maintenance section under Upgrade. He sees an article on ‘what are the latest patch sets for Primavera P6’ and decides to review that. The link opens What Are the Latest Patch Sets for Primavera P6 Release 8.4 (Both PPM and EPPM Releases), Doc 1941059.1. In the DETAILS section, he sees that the latest patch set for 8.4 EPPM is Patch Set 5. He can go directly to this patch page and click on the link for the patch name. • In case Ed did not see that link, he can find this Patch set using the search functionality in My Oracle Support. Best Practice: Always to be able to successfully search for content you need. • Ed creates another search in the Patches & Updates tab in My Oracle Support and chooses the Product or Family search; his focus is on P6 Professional EPPM and he locates Release 8.4; next, he adds in the Description option and enters Patch Set 5 to list only the patches that are part of Patch Set 5. • He sees 5 Patches and clicks the first one to view the related knowledge for this patch. This displays a link to 1985145.1. As a Quick check, Ed sees there are 5 patches. As part of his patching plan, he will need to download ALL the patches for Patch Set 5. • As a final action, Ed emails this document to two of his team members who will work with him on the patch plan. In the email body, he asks them to review the patching links for each patch and be prepared with any questions or comments for their meeting next week. • Best Practice: Share key information with your team. When available, use email links within documentation/resources to send links directly to your team members. This is a great way to prepare for a meeting and bring the team up to date on relevant content for a project. 39
  39. 39. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Maintaining good performance and troubleshooting any performance issues is critical for your team. Developing a robust performance toolkit and skills across your technical users is a key best practice. Let’s take a look at options to investigate and resolve performance issues for the Primavera P6 product. 40 6.0 – Investigating Performance Issues
  40. 40. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 6.1 – Investigating a Performance Issue • Amy has been tasked with investigating why the project managers are experiencing slow responses from the P6 product. • She would like to be able to run a monitoring tool which details what areas could be causing the performance issues. Within My Oracle Support, she types ‘P6 Performance Issues’, and selects Troubleshooting P6 Service Issues from the results, Doc 1577520.1. This provides information on how to troubleshoot performance, performance recommendations and best practices. • She can see right away that this single document has a wide range of information related to performance that she will likely use again, so she makes it a Favorite for her toolkit. In addition to performance content, there is also a section on logging level. • Sometimes users like Amy do need to log a Service Request. Best Practice: Avoid Service Requests when you can by fully leveraging all the tools and capabilities for your product. This involves great search technique and a good understanding of what resources are available for your product. • Amy has reviewed the documentation but still needs further assistance on interpreting the logs created to identify the performance areas. In addition to this troubleshooting document, Amy clicks back and looks through the Community results that are displayed as part of the search results. Nothing matches what she wants related to the logs. • At this point, she decides to create a Service Request in My Oracle Support. Following best practices from level 1 accreditation, she makes sure she has selected the correct product type and version, included a full description of the problem, provided a detailed list of steps already taken to address the performance issues and attached the logs created to the service request. Attaching the logs is a key part of a fully qualified Service Request. Tip: See the bonus content on fully qualified SRs at the end of the study guide for more details. “By providing this information, she helps Support understand the problem , steps taken to try and resolve it, and fast tracks the investigation with applicable logs. This approach saves both Amy and the engineer a lot of time and allows them to focus on finding the resolution.” 41
  41. 41. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 6.2 – Getting Mobile • Now that Amy has a new Service Request, she will need to make time to monitor it and provide any updates requested by the support engineer. • She is going to be attending a two-day event held at her office. She will be in the building but not likely at her desk for most of that time. • She decides to leverage Mobile My Oracle Support in order to monitor her SR over the two days. She just needs to have her smart phone with her to access the mobile platform. • During a break in the event, she logs into http://support.oracle.mobi and is able to view her SR. • Did you know that she can also easily navigate to the Primavera Get Proactive page from her smart phone? • She locates More > Get Proactive from the menu, chooses Primavera from the Choose Product menu at the top, and then clicks on Proactive Portfolio and Primavera. • In just seconds, she can access all the proactive tools even though she is not at her desk. Best Practice: Select your product before accessing the sub-menus to ensure your product-related content is populated. “You may find it convenient to use Mobile My Oracle Support if you are using your laptop for another activity. For example, Amy may be presenting from her laptop during the event but can use her phone to check on her SR.” 42
  42. 42. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 6.3 – Using Community • In addition to her Service Request, Amy also decides to post a discussion in My Oracle Support Community to see if other users have additional input on interpreting the logs. • The community is an excellent resource for non-urgent questions. • While working the SR with Oracle Support (and monitoring it via Mobile My Oracle Support), she may also get information from the user community about the logs. • If she does get detailed information, the best practice is to mark the response as correct and then add the information to the Service Request so that the support engineer sees the additional information Amy obtained about the logs. That information then becomes part of the SR history. • Amy goes to the Primavera Community and selects sub-space Primavera – PRIM (MOSC). She creates a discussion called ‘I have an open service request. Has anyone ever interpreted the performance monitor log? • Amy’s update: – Hi Everyone, I need tips or advice on interpreting the performance logs. Please can you share with me any experiences or tips you have to help me with this matter. I have attached the log in question to this discussion. I look forward to hearing from you. 43
  43. 43. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 6.4 – Get Proactive with Performance • Sean has been following Amy’s progress in troubleshooting the slow performance issue. The team has been discussing the need for a proactive approach to avoid more performance issues in the future. Sean would like to understand how the team could avoid performance issues. • From their experience so far, performance issues in their environment are usually caused by the database not being able to handle the application’s requests. After fixing the latest performance issue with the help of Primavera Support and Primavera Community, Sean has decided to take the next proactive step and try to avoid these issues from happening by tuning their database according to the recommendations of P6. • He remembered a KM document regarding this in his Hot Topics email subscription, so he goes to My Oracle Support and searches for database performance in order to retrieve that article. He finds and opens Best Practices for Performance Tuning of the P6 EPPM Database, Doc 1327603.1. He reviews it but decides that it’s more targeted to the team that provides maintenance and administration of P6 and the database. He follows our recommended best practice of sharing information with his team and uses the email link to send the article directly from My Oracle Support to Amy. • Amy can take all the necessary precautions and measures in order to get the impact of a performance issue in the database to a minimum in P6. By doing this simple search in order to be proactive, they have managed to save a lot of time in the long run and remove one of the main threats that can come to the P6 application – slowness. • Amy has the opportunity to leverage a couple additional best practices with the performance tuning document Sean sent her way. • Best Practice: She can mark it as a favorite for her personal toolkit and get email notifications about updates to it by flagging it in Hot Topics E-mails. • Best Practice: Click the ‘rating’ link at the top of the knowledge document and provide feedback to the product team that maintains the content. This is very important as it helps the product team improve the quality of the content. • As Amy reviews the information about physical database design performance tuning, background processes, and optimizing SQL server performance, she can evaluate how targeted and effective this information is to her needs. 44
  44. 44. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | What support tools does your Primavera team use to support your products? Do you have all the tools you need to proactively address issues or respond to issues that occur? Let’s take a look at some key support tools highly recommended by the Primavera Support team. 45 7.0 – Support Tools
  45. 45. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 7.1 – Finding Content • Like many of us, Sean sometimes needs to cover more than one role for his team. • Although he is not a database administrator, he does have expertise in this area and needs to cover some of these responsibilities. His current task is to configure the P6 database to ensure compatibility with the latest version of P6. He has been reviewing how-to documents but has not found exactly what he wants. • He goes into My Oracle Support and types how to create a database in P6, and refines his search by including Primavera P6 Professional Project Management. • His results include How to create a database with P6 version 6.2 through to 8.x, Doc 911067.1. This document provides Sean the information he needs to set up a quick and easy way for installing the necessary database components on his database server. • Do you think Sean is going to mark this document as a favorite and add it to his Database folder in his toolkit? Yes, he is. He has been following this best practice for other P6 resources and it makes sense to do it here as well. • Another important recommendation is to leverage this type of document to update your overall upgrade or configuration plan. Sean can easily incorporate the tips and resources from this document into an ongoing strategy document that he can use and then share with his team. • Sean knows a couple of other IT engineers who likely would want to review this document. As we’ve highlighted in this series, he can click the email icon in the upper right to open an email window with the Document subject automatically populated in the Subject field and the document URL included in the body of the email. He just adds the email addresses of his colleagues and sends the email. 46
  46. 46. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 7.2 – Providing Feedback • We have covered the importance of giving feedback as a best practice. • All My Oracle Support users have the ability to influence changes to the portal and individual knowledge documents. User feedback is a key driver for improvements in the portal. • One option is to provide feedback on the general tab/area within My Oracle Support. Sean is on the Knowledge tab as he’s been looking at the Database document. There is a link in the upper corner called ‘Give Feedback…’ and he clicks that to open the dialogue box. He sees three short questions related to finding knowledge, the effectiveness of the knowledge and his general satisfaction. • Sean can provide his feedback, and this information goes directly to My Oracle Support development for review. Since this is location-specific, Sean will see a different set of questions if he navigates to a different tab in My Oracle Support as the questions will always relate to the location. • Best Practice: Provide feedback at the document level. As Sean is reading this database document, he wanted a few more details in the Solution section. He can click on the rating option (Did this article help?) in the upper right and provide his comments directly to the document owner. This is critical as it helps the product team improve the tools and resources used by folks like Sean. This rating option is available to users on all knowledge documents. 47
  47. 47. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 7.3 – Using Community • As well as the documentation he discovered, Sean would like to utilize the Primavera Community to hear from other P6 users and Primavera Support engineers. He feels this additional resource would be a valuable way of developing his P6 knowledge. • He can navigate to Community by clicking the Community link in My Oracle Support. • Alternatively he can type stay informed with primavera in the global search of My Oracle Support, selects Get Proactive with Primavera, and from the Resolve tab, selects My Oracle Support Community. • Sean chooses Primavera as the top-level community and then views the Primavera sub-spaces: Primavera PRIM – which is mainly focused on P6; Unifier – PRIM which is focused on the Product Primavera Unifier; and CPIC – which features the product Oracle Primavera Portfolio Management Capital Planning and Investment Control. • Like his team members, Sean chooses the first one, Primavera PRIM, and has access to all discussions started by other users on P6 related content. • Sean wants to check out his streams in the community to ensure he is getting the right content delivered to him. He knows that streams are just like folders on his desktop – he can create a stream by clicking New Stream and adding people (or sub-spaces) to it. Once he has his streams created, he can view his preferences to determine how updates to his streams are delivered to him. • He decides to turn OFF all the notifications to his inbox as he only wants email for PRIM and threads where he has signed up for email watches. He also decides to just get a once-a-week community digest and he saves his changes. • Best Practice: Sean demonstrated the best practice of managing what you are following in the community spaces and how you get notified about that activity. • Primavera PRIM – mainly focused on P6. • Unifier PRIM – focused on the Product Primavera Unifier. • CPIC – features the product Oracle Primavera Portfolio Management Capital Planning and Investment Control. 48
  48. 48. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 7.4 – Building Your Toolkit • Ed has been building his personalized toolkit for P6, but wants to be sure he has noted the key resources available to him. • Sean shared with him the Proactive Toolkit he’s been creating. Ed’s toolkit has performance tools, but he wants to confirm if he’s missed any capabilities to help him with troubleshooting P6. • He types application issues reported in P6 and sets the product to Primavera P6 Professional Project Management. He sees a Master note for Primavera P6 common questions and issues, Doc 1292929.1. This contains a lot of helpful links and tips so he bookmarks this page and will utilize it when addressing P6 troubleshooting. • Ed, Sean, and Amy all work to support P6 products. They have different roles and areas of focus, but a lot of their work overlaps. • Best Practice: They have decided to start an ongoing dialogue at their weekly team call where they share the latest resources they have added to their toolkits to make sure each of them has the most helpful content flagged for re-use. This practice helps them build a team toolkit which adds even more value to their organization and ensures great support for their products. 49
  49. 49. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | • Get Proactive with Primavera, Doc 1389083.1 • Master note for Primavera P6 common questions and issues, Doc 1292929.1 50 • Get Proactive with Primavera, Doc 1389083.1 • IC: Troubleshooting Primavera P6 EPPM and P6 PPM, Doc 1358141.2 • Best Practices for Performance Tuning of P6 EPPM Database, Doc 1327603.1 • Get Proactive with Primavera, Doc 1389083.1 • Run Primavera Java Based Tools, Doc 1357639.1 • IC: Primavera P6 EPPM and P6 PPM, Doc 1353831.2 • Primavera P6 EPPM and P6 PPM – Doc 1358141.2 • Create a DB with P6 version 6.2 to 8.x, Doc 911067.1 7.5 – What Did Our Users Add to Their Toolkits? Ed Amy Sean
  50. 50. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 8.0 – Summary Option Set-up Recommendation Use Case My Oracle Support Knowledge Links – Knowledge tab region Familiarize yourself with the location and options. Quickly to find documentation, Primavera resources, and Get Proactive page. Locate documentation and Primavera Tools and Training links. Primavera Get Proactive Page – Doc 1389083.1 Bookmark it once. Quickly access important Primavera resources/tools. Locate Primavera Tools and Resources. Newsletters and Hot Topics Subscribe to email notifications in your My Oracle Support profile. Review the newsletter and updates when you receive the emails. Stay informed about Primavera. Social Media Sign up and follow option of interest. Scan/review updates when received. Receive timely updates on topics of interest. Training Opportunities Review links in Get Proactive Portfolio – Stay Informed menu and proactive sessions. Use the options to keep educated about My Oracle Support and Primavera products. Register for live webcasts of interest. Document Indexes – Information centers (ICs) Troubleshooting Assistants (TAs) Bookmark the indexes. Review the indexes occasionally for newly added ICs and Tas. Bookmark ICs and TAs of Interest. P6 Information Center – Doc 1353831.2 Bookmark it once. Preview resources available from the Product Documentation and Training Resources widget. Locate documentation and understand OU and OLL training opportunities. 51
  51. 51. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Bonus Content: Creating Your Fully Qualified SR 52 If users need to log an SR, a recommended best practice is to ensure it is a fully qualified SR. That means it includes a complete set of facts about all aspects of the problem and any relevant log files or results from issue replication. The objective is to avoid significant back- and-forth dialogue with your support engineer to fully define your issue. Develop Your Fully Qualified SR – Get Your Issue Moving to Resolution ►►► ACTION DETAILS Gather information for your SR • Before you initiate the new SR, gather data that Support will need to start working your issue – exact error message, log files, screen captures of what you or your users are seeing, detailed business impact of the issue. • Best Practice: If you note an unusual behavior with your product, go ahead and grab a screen capture. You may be able to solve it with known solutions, but this screen capture may be important to a future SR. If you are not able to reproduce the issue, this is your evidence of the problem. Note the day, time, user actions, and results observed. Problem Statements • What is the problem – Your problem statement should be very specific. • Users impacted – One user unable to complete a process is different from all users are unable to conduct business. Are users completely unable to perform a function or just limited in performing the function. Only users with XYZ privilege or role. • Occurrence – Just a single time? Happens repeatedly? Only happens when XYZ occurs. • What happened before the issue – Any change in your environment? Patch applied? New users added/removed from system? Upgrade? Process change? Do you have a clear date of when it last worked? • Can you reproduce – Is the issue reproducible? Have you tried to reproduce? If so, what happened? • Actions you took – After the problem was noted, did you apply any solutions or changes? Apply a fix? Change a setting? Reboot the system? Add or remove a user or parameter? Roll-back a fix? Change a user’s privilege? Products, versions, systems • Be sure your selections match your set up. These details ensure your issue gets to the right engineer with the right product knowledge and avoids a delay if SR needs to be re-assigned to the correct product team. Search the knowledge base Ask the Community Gather Data for your SR Log your Fully Qualified SR
  52. 52. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Bonus Content: Community 53 Expanded Space List Top-Level Spaces (Communities) Click here to go to the Top-Level Space Click a Sub-Space of interest Best Practice: Increase your expertise with Community. That includes finding a sub-space of interest, searching for posted content for a specific question, and following discussions of interest to get emails when that content is updated. Always take a moment to find the most relevant sub-space before posting a new question to target your product-specific experts.
  53. 53. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Best Practice: Include live, interactive webcasts as part of your ongoing learning strategy. Bookmark the Primavera Advisor Webcast Schedule and Archived Recordings, Doc 1456251.1 for your customized toolkit. Use the Current Schedule tab to view upcoming live events such as Performance Tuning and get registered. Or, review the offerings on the archive tabs for PDF content and recordings. This is a good option to discuss at your weekly staff meeting to highlight upcoming product-based events and plan to have the team attend relevant sessions based on role and area of focus. 54 Bonus Content: Webcasts in Your Learning Strategy
  54. 54. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Are You Ready to Get Accredited? 55
  55. 55. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Leverage Your Study Guide to Prepare For Your Exam Did you use the study guide throughout your accreditation? Take a few minutes to review the study content now and check on any notes you took during your learning experience. Make sure you understand the core functions and the suggested best practices. 56 Take Your Exam Click on Take the Exam from the final module page. Start your exam by clicking Play. Carefully review and answer each question. Click Finish Test to submit your exam. If you do not pass, you can re-take your accreditation exam once per 24-hour-period. You Have Completed the Learning Content!
  56. 56. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Print Your Completion Certificate 2 Click the Completion Certificate link to open and print your certificate 1 Navigate to the Oracle Primavera Index page Print your certificate Q. Why do I get an error when clicking on the certificate? A. The certificate will only launch and auto-populate with your name if you pass the exam with a score of 80% or higher. 57
  57. 57. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Make Your Accreditation Work for You What Next? Get value from your accreditation experience by adopting at least 2-3 new best practices. 1 My Oracle Support • Customize your MOS Dashboard with regions of interest. • Use My Oracle Support How To training, Doc 603505.1 if you need to refresh the basics. • Validate your access levels are aligned with your role. 2 Hot Topics • Set up Hot Topics Emails with a minimum of knowledge documents selected for your products. • Decide what works for you and update as needed. 3 Toolkit • Create your toolkit in Favorites with 3-4 folders. • Mark documents as Favorites and add to your toolkit. 4 Community • Set up your profile. • Find at least one product- specific sub-space to review. • Follow 1-2 discussions relevant to your role. • Begin posting questions. Your Accreditation Roadmap for next 30 days 58
  58. 58. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 59

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