Preparing for Cloud Services
When you first gain access to Cloud Services, consider the following workflow that can help you quickly create users and assign access to Cloud Service applications:
- Learn about the Cloud Portal. The Cloud Portal is the landing page to the Cloud Service applications. Both users and administrators will use this page. For more information about the Cloud Portal, refer to About Cloud Portal.
- Review the Identity Management Administration Guide to learn how to manage user identity and access, including the following:
- Managing user accounts
- Managing companies
- Managing the password policy
- Depending on the Cloud Service applications that you are using, review the product-specific Cloud Services documentation to learn about the following:
- Using Cloud Service applications.
- Assigning application-specific privileges or permissions for function or application access.
- Understanding the parts of your Cloud Service applications that may differ from typical, on-premises deployments of the same applications.
For details on the relevant documents for each product, see Where to Go From Here.
- Review the Reporting Administration Guide to learn how to create and manage reports for P6 EPPM and Primavera Unifier:
- Coordinate with the administrators for your Cloud Service applications to determine the users that require access to Cloud Service applications and the access type they require.
- Determine the password policy.
- Create user accounts in Cloud Administration. You can add users one at a time or import users in bulk. For details, see the Identity Management Administration Guide.
- If you haven't already done so, assign application access to each user. For details, see the Identity Management Administration Guide.
- Reset each user's password in Cloud Administration. For details, see the Identity Management Administration Guide.
Note: For details on enabling identity federation with Cloud Services, see Enabling Federated Identity Single Sign-On (SSO) Through SAML 2.0 For Primavera Products Hosted In Oracle Cloud (Doc ID 2087067.1) on My Oracle Support at http://support.oracle.com.
Tips
- Some corporate network firewalls may block P6 features if the firewall has strict security or filter configurations in place. This may cause various intermittent error messages to be displayed in the browser or in P6 Professional. If these errors occur when running on a corporate network but do not occur when running from a public or home internet provider, the culprit is most likely to be the corporate firewall rules.
Oracle recommends that you test while P6 URLs are fully white-listed in the firewall to confirm that the firewall is the cause of the issue. You can then re-enable the original rules, reproduce the error, and check the firewall log files to determine the cause of the issue. Next disable one firewall check at a time for the P6 URLs and test again. When you can no longer reproduce the errors, you will know which firewall check or checks need to be relaxed for the P6 URLs.
If you are unable to determine specific firewall checks which are causing the errors, white-list the P6 URLs.
- If you are also a licensed user of Primavera Analytics on-premises or Primavera Data Warehouse on-premises, use the Primavera Analytics Cloud Sync Utility to populate your on-premises Primavera Data Warehouse with data from your P6 EPPM cloud instance. For more details, see Primavera Analytics Cloud Service Administration Guide.