Integrating Primavera P6 with Oracle ERP:

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Integrating Primavera P6 with Oracle ERP Which
Technology Path is right for you?
Dana Keenan Primavera GBU, Consulting Practice
Manager Laura Marsiglio Primavera GBU, Business
Analyst
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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
decisions. The development, release, and timing
of any features or functionality described for
Oracles products remains at the sole discretion
of Oracle.
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What you can expect from this session

• Identify options for integration between
  Primavera P6 EPPM and Oracle ERP applications
• Understand basic benefits of various approaches
• Review things to consider when making your
  decision

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Pre-Packaged Options for Integration with Oracle
ERP

• E-Business Suite (EBS)/JDE Enterprise One (JDE)
• Primavera P6/EBS PIP for AIA
• Primavera P6/JDE PIP for AIA
• PeopleSoft
• P6 integration for PeopleSoft Program Management
  (new)
• Mark Rosenberg OAUG 4/13/2011 W103A 0100
  PM
• Fusion EPPM
• Project Integration Gateway (new)
• Kevin Durand OAUG 4/11/2011 W103A 0115 PM

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How Oracle Leverages AIA for P6

• P6 integrates with EBS Oracle Projects and JDE
  EnterpriseOne using the AIA Infrastructure
• P6 complements functionality of other Oracle
  products

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Primavera P6 and EBS AIA Integration Overview

• Allows organizations to optimally plan, schedule,
  perform, and account for projects
• By combining the program management capabilities
  of EBS with the project scheduling and execution
  capabilities of P6, organizations are able to
  execute projects more efficiently
• Allows organizations to automate critical
  cross-system business processes and data flows

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Primavera P6 and JDE AIA Integration Overview

• Brings together complex scheduling and
  industry-specific PPM processes with project
  financial management, skills and inventory
  management, and financial reporting
• Provides end-to-end visibility of the enterprise
  project portfolio and control for improved
  decision making, coordination, and collaboration
• Lowers total cost of ownership by reducing
  redundant data entry and processing

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P6 leverages AIA through Web Services

• Comprehensive set of web services
• Extend P6 functionality
• Adheres to industry standards (xml-based)
• Enable developers to leverage the AIA
  infrastructure to create integrated software
  solutions

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P6 Web Services
P6 Web Services
ActivityCodeAssignmentService ActivityOwnerService ActivityStepTemplateService
ActivityCodeService ActivityPeriodActualService BaselineProjectService
ActivityCodeTypeService ActivityService BaselineTypeService
ActivityExpenseService ActivityStepService CalendarService
ActivityNoteService ActivityStepTemplateItemService CostAccountService
P6 Web Services
CurrencyService EPSFundingService FinancialPeriodService
DocumentCategoryService EPSNoteService FundingSourceService
DocumentService EPSService GlobalPreferencesService
DocumentStatusCodeService EPSSpendingPlanService GlobalProfileService
EPSBudgetChangeLogService ExpenseCategoryService IssueHistoryService
P6 Web Services
MethodologyService ProjectCodeAssignmentService ProjectEstimateService
NotebookTopicService ProjectCodeService ProjectFundingService
OBSService ProjectCodeTypeService ProjectIssueService
OverheadCodeService ProjectCodeUserService ProjectNoteService
ProjectBudgetChangeLogService ProjectDocumentService ProjectPortfolioService
P6 Web Services
ProjectProfileService ProjectService ResourceHourService
ProjectResourceCategoryService ProjectSpendingPlanService ResourceRateService
ProjectResourceQuantityService ProjectThresholdService ResourceRoleService
ProjectResourceService RelationshipService ResourceService
ProjectRiskService ResourceAccessService ResourceTeamService
Over 360 operations
P6 Web Services
RoleRateService TimesheetAuditService UDFTypeService
RoleService TimesheetDelegateService UDFValueService
RoleTeamService TimesheetPeriodService UnitOfMeasureService
ScheduleOptionsService TimesheetService UserFieldTitleService
ShiftService UDFCodeService and many more
Over 90 Web Services
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P6-EBS Process Integration Pack Data exchanged
between P6 and EBS
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P6-JDE Process Integration Pack Data exchanged
between P6 and JDE

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AIA Primavera PIPDesigned for Business Process
Time to Value
Silod Primavera Processes
AIA Project Portfolio Management Process
Integration Pack

• Create Project
• Create Workplan
• Assign/Schedule Resources
• Change Management
• Progress Project

Silod E-Business Suite Processes

• Setup Global Data Entities
• Create Project
• Create Budget/ Forecast
• Create Workplan
• Change Management
• Progress Project
• Collect Costs

• Delivers predefined processes and integration
  flows, such as
• Synchronize Global Resources, Roles and Rates
• Create Projects in Oracle or Primavera
• Integrate Project Data with Workplans not enabled
• Integrate Project Data with Workplans enabled
• Collect and Synchronize Costs from Oracle to
  Primavera

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Benefits of Process Integration Packs (PIPs)

• Help optimize processes
• Pre-built composite business processes across
  enterprise applications
• Get up and running with core processes quickly
• Everything you need in one package
• Includes all the necessary business process
  models, objects, and Web services needed to
  orchestrate an end-to-end Enterprise PPM solution

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Process Integration Pack Core ComponentsUtilize
Pre-defined Components to Reduce Integration
Effort and Costs
Process Design
Integration Implementation
Testing QA

• All process flows tested, certified and supported
  by Oracle

• Integration Flows (avg.20-30)
• Attribute Mappings between Apps
• Pre-built web services for participating Apps
• Extensible canonical data model
• UI-level Extensions
• Native Embedded UIs

• BPA Process Level Mappings

• Key Benefits of AIA PIPs
• Baseline Process Design DONE
• Baseline Application Mappings and Services DONE
• Baseline UI integration DONE
• Integration flow testing QA DONE
• Customizations extension framework enables you
  to modify and extend attributes and process flows
  to your unique requirements

Dont build from scratch - use Oracle PIPs as
building blocks
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Oracle Application Integration Architecture
Reduce Complexity and Accelerate Delivery
Customer Goal Integrated Business Process

• Best Practice Processes
• Reference Process Models
• Composite Business Flows

• Standardized Composition Framework
• 100 Objects, 1000 Services
• Cross Industry and Industry Objects
• FMW 10.1.3.4 Certified

• Pre-built Composite Processes
• 30 PIPs To Date
• AIA For Communications

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Adopt an Integrated Architectural ApproachBased
on Consistency and Standardization
Traditional Approach
Streamlined Approach Using AIA
Simplified Infrastructure

• Costly
• Rigid
• Unsustainable

• Packaged
• Agile
• Sustainable

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Benefits of AIA Foundation Packs

• Common Language
• Enterprise Business Objects (EBOs)
• Business Process Modeling Notation (BPMN)
• Fusion Stack
• Many applications participate

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AIA Reduces Cost and ComplexitySignificant ROI
to Customers

• Process Models
• Shared Services
• Best Practice Designs
• Automation Utilities

Management
30-40
Deployment
Cost/Complexity
Testing
Coding
60-70
Management
Deployment
Testing
Technical Design Architecture
Coding
Management
Technical Design Architecture
Functional Design

• Pre-Built Connectors
• Pre-Defined Injection Points

Deployment
Testing
Functional Design
Configuration
Business Process Design
Design Extensions
Business Process Design
Requirement Analysis
Process Tailoring
Requirement Analysis
Fit Gap Analysis
Custom SOA Integration
AIA FP Based Integration
AIA PIP Based Integration
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Oracles Business Process Business-to-IT
Communication
IT
Business

• Oracle BPA BPMN provides common language for
  explaining BP, both automated and manual.
• Support for other SOA domains such as roles
  responsibilities
• Foundation Pack provides shared common terms for
  data and rule definitions.
• Business Reference Models provides starting point
  for BP modeling

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Customizing AIA Custom XSD Transformations

• Advantages
• Hooks already provided with the PIP code to call
  templates within the customTransformation.xsl
  file
• Low cost of development
• Low cost to maintain
• Limitations
• Dependant on the data already provided in
  Requestor ABM
• Dependant on ability to place additional
  information in Provider ABM

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Customizing AIA Custom XSD Transformations
AIA
Requestor ABCS
Provider ABCS
EBS
Custom Transformation1
Custom Transformation2
1 Xform_ProjectListABMReqMsg_to_ProjectEBSV1EBMR
eqMsg_Custom.xsl 2 Xform_EBO_To_Project_Custom.x
sl
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Example of a Custom XSL
Read the GL CategoryCode from JDE and populate them into EBM
Modify Xform_ProjectListABMReqMsg_to_ProjectEBSV1EBMReqMsg_Custom.xsl
ltxslstylesheet version"2.0 xmlnscoreprojectcust"http/xmls.oracle.com/EnterpriseObjects/Core/Custom/EBO/Project/V1 xmlnscoreproject"http//xmlns.oracle.com/EnterpriseObjects/Core/EBO/Project/V1" xmlnsjdedataabohttp//www.schemas.e1.oracle.com"gt ltxsltemplate name"ProjectTaskType_ext"gt ltcoreprojectcustCustomgt ltcoreprojectcustJDEAccountCatCode001gt ltxslvalue-of select"/jdedataaboCategoryCodeGL01"/gt ltcoreprojectcustJDEAccountCatCode001gt lt/coreprojectcustCustomgt lt/xsltemplategt lt/xslstylesheetgt
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Customizing AIA Extension Points

• Advantages
• High degree of customization
• No ABM dependency
• Limitations
• Requires BPEL expertise
• Higher cost of maintenance and development

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Customizing AIA Extension Points

• In the case of Requester ABCS, two extensibility
  points are provided prior to the invocation to
  the EBS
• In the case of Provider ABCS, two extensibility
  points are provided prior to the invocation of
  application-specific service
• Extensibility points can be used to inject
  additional services with behaviors such as custom
  validation or custom transformations

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Customizing AIA Extension Points

Modify the AIAConfigurationProperties.xml file - Turn on any desired extension
ltAIAServiceConfiguration xmlns"http//xmlns.oracle.com/aia/core/config/V1" version"1.0"gt ltServiceConfiguration serviceName"http//xmlns.oracle.com/ABCSImpl/P6EPPM/Core/SyncProjectListP6EPPMProvABCSImpl/V1 SyncProjectListP6EPPMProvABCSImpl"gt ltProperty name"ABCSExtension.PreXformEBMtoABM"gttruelt/Propertygt ltProperty name"ABCSExtension.PostInvokeABS"gttruelt/Propertygt lt/ServiceConfigurationgt lt/AIAServiceConfigurationgt
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Customizing AIA Extension Points
AIA
Requestor ABCSSyncProjectListJDEE1ReqABCSImpl
Provider ABCSSyncProjectListP6EPPMProvABCSImpl
EBS
Custom BPEL Flow
Custom BPEL Flow
Custom BPEL Flow
Custom BPEL Flow
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Other Integration Options

• Application Agnostic
• P6 Events Framework
• P6 Web Services
• SOA Suite/Oracle Service Bus
• Oracle BPM
• .NET
• P6 Integration API (Java)
• P6 Reporting Database
• Built in import/export XLS, XML

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Oracle Primavera P6 EPPM Events Framework
Figure 1 The pub/sub event architecture
available from P6 utilizing a Message Queue
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Using Events with P6Sample ActivityUpdated
Message

• lt?xml version"1.0" encoding"UTF-8"?gt
• ltMessagingObjects xmlns"http//xmlns.oracle.com/P
  rimavera/P6/V8/Common/Event" xmlnsxsi"http//www
  .w3.org/2001/XMLSchema-instance"gt
• ltActivityUpdatedgt
• ltIdgtAuto-1lt/Idgt ltNamegtt2lt/Namegt
  ltObjectIdgt125500lt/ObjectIdgt
• ltProjectObjectIdgt11840lt/ProjectObjectIdgt
  ltWBSObjectIdgt36320lt/WBSObjectIdgt
• ltNewValuesgt
• ltNamegtt2lt/Namegt
• lt/NewValuesgt
• ltOldValuesgt
• ltNamegtAuto-1lt/Namegt
• lt/OldValuesgt
• lt/ActivityUpdatedgt
• lt/MessagingObjectsgt

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Benefits of SOA/Fusion Middleware

• Oracle SOA Suite is unique in that it provides
  the following set of integrated capabilities
• Messaging
• Service discovery
• Orchestration
• Web services management and security
• Business rules
• Events framework
• Business activity monitoring

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Oracle OTN AIA Documentation
Usage of canonical Enterprise Business Objects
(EBOs) is an integration best practice,
especially in integrations that involve
connectivity with multiple source and destination
systems. However, usage of a canonical data model
does introduce some overhead and might introduce
unnecessary engineering work.
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Considerations when making your decision

• Point-to-point may allow quick returns for
  prototyping, but lose value in maintenance and
  flexibility
• Go with what you knowPeopleSofts PeopleTools is
  easier to adopt and maintain in PeopleSoft
  environments
• Other middleware products provide the IT benefits
  but not the process and object models

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Considerations when making your decision

• Even if PIP isnt an exact product / version
  match, an AIA Foundation Pack may still be an
  option with some customization
• SOA overhead may not be appropriate in certain
  cases where performance trumps the ease of
  development and maintenance benefits

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Leveraging P6 Web Services and Eventing with OBPM

• Step 1 Setup JMS Queue in WebLogic
• Step 2 Configure Eventing in P6
• Step 3 Configure BPM to Listen for P6 Events
• Step 4 Incorporate Events into BPM Workflows

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Step 1 Setup JMS Queue In Weblogic
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Step 2 Configure Eventing in P6

• 46 available create/update BOs
• Activity
• EPS
• Global
• Project
• Resource
• Risk
• 17 available special operations
• Job Service
• API
• Content Repository
• Stored Procedures

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Step 3 Configure BPM to Listen for P6 Events
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Step 4 Incorporate Events into BPM Workflows
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Summary

• Several Pre-Packaged Offerings (PIPs, AIA, Built
  in)
• Custom interfaces utilizing integration tools (P6
  Web Services, P6 Integration API, SOA Suite, BPM)
• Simple usage of manual imports for the simplest
  of cases

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Appendix
For more information
AIA Overview Documentation http//download.oracle.com/docs/cd/E14571_01/doc.1111/e15176/intro_bpm_suite.htmBCFFICHC
Using BPM to Automate Project Workflows with Primavera Wednesday at 215 PM
Application Configuration Made Simple using Oracle Fusion Middleware Look for the content in the OAUG session materials
Using Events with P6 document in your Technical Documentation http//download.oracle.com/docs/cd/E17266_01/English/Technical_Documentation/Event_Handling/Using20Events20with20P6.pdf
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