Creating User Accounts for P6 EPPM
Follow these steps to create new user accounts for applications in P6 EPPM including P6, P6 Professional, and P6 Progress Reporter. These steps represent the minimum you must do to create a user account. To configure a user account, see Configuring User Access.
To create a new user account:
- Click the Administer
menu and select User Access. - On the User Access page, click Users.
- On the Users page, click the
Add icon. - What appears next depends on your security configuration:
- If P6 is running in native authentication mode, the Add User dialog box will appear:
- Fill in the Login Name, Personal name, Password, and Confirm Password fields.
- Click Add.
- If the ability to edit a personal resource calendar or access to P6 Progress Reporter is required, you can select an Associated Resource in the Users table at this time, or you can create the link when you add resources.
- In the Users table, add the columns for e-mail address and telephone number (if not already present), and enter the appropriate data.
- Click
Save.Notes:
- Your user name can be a maximum of 30 characters.
- The assigned Global Security Profile will determine the user's capabilities.
- When the Password Policy is disabled in Application Settings, the password must be between 1 and 20 characters. P6 EPPM does not allow blank passwords.
When the Password Policy is enabled in Application Settings, the password must be between 8 and 20 characters and contain at least one number and one letter.
- If P6 is running in SSO or LDAP authentication mode, the Add Users from LDAP dialog box appears for you to provision users from the LDAP repository:
Note: You must have the Add/Edit/Delete Users privilege and the Provision Users from LDAP privilege to search the LDAP directory. You do not need the Provision Users from LDAP privilege to import users from an LDIF file.
- Either click the Load LDIF button, or enter an LDAP query (for example,
uid=* ) under Search users. If a search was previously performed by a user with the privilege to search the LDAP directory, the last query entered by that user will appear. - If you clicked the Load LDIF button, browse to the location of the LDIF file, and click Open. If you entered an LDAP query, click Search.
Note: Depending on your P6 administrative configuration settings, you might be prompted to log into the LDAP server.
- A list of users will appear, grouped by status. For example, LDAP repository users that do not exactly match P6 EPPM users will be grouped together. If users exist in the LDAP repository, the User Name, Actual Name, E-mail, and Phone fields are populated (if you previously mapped those fields through the P6 Administrator application settings).
Note: The User Name field is equivalent to the Login Name field in P6. The Actual Name field is equivalent to the Personal Name field.
- Select the option next to each user account that you wish to import, or select the option in the fields bar to select all users. New and modified users are automatically selected.
- Click Import.
Note: The new users will be assigned the default global profile.
Tips
- Give each user a unique name with up to 30 alpha-numeric characters.
Oracle recommends the use of strong passwords. Strong passwords in P6 EPPM are defined as passwords containing between 8 and 20 characters and at least one numeric and one alpha character. To further strengthen the password, use a mixture of upper and lower case letters. For security reasons, Oracle strongly recommends that you replace the default Admin Superuser (admin) immediately after a manual database installation or an upgrade from P6 version 7.0 and earlier. For guidelines on this process, see The Default Admin Superuser.
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