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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

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.

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

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 | 01:00 PM

Fusion EPPM
Project Integration Gateway (*new*) Kevin Durand | OAUG | 4/11/2011 | W103A | 01:15 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

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

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

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

P6 Web Services
P6 Web Services P6 Web Services
ActivityCodeAssignmentService ActivityOwnerService ActivityStepTemplateService

P6 Web Services

CurrencyService EPSFundingService FinancialPeriodService P6 Web Services ActivityCodeService ActivityPeriodActualService BaselineProjectService MethodologyService ProjectCodeAssignmentService ProjectEstimateService P6 Web Services DocumentCategoryService EPSNoteService FundingSourceService ProjectProfileService ProjectService ResourceHourService ActivityCodeTypeService ActivityService BaselineTypeService NotebookTopicService ProjectCodeService ProjectFundingService RoleRateService TimesheetAuditService UDFTypeService DocumentService EPSService GlobalPreferencesService ProjectResourceCategoryService ProjectSpendingPlanService ResourceRateService ActivityExpenseService ActivityStepService CalendarService OBSService ProjectCodeTypeService ProjectIssueService RoleService TimesheetDelegateService UDFValueService DocumentStatusCodeService EPSSpendingPlanService GlobalProfileService ProjectResourceQuantityService ActivityStepTemplateItemService ProjectThresholdService ResourceRoleService ActivityNoteService CostAccountService Over 90 Web Services OverheadCodeService ProjectCodeUserService ProjectNoteService RoleTeamService TimesheetPeriodService UnitOfMeasureService EPSBudgetChangeLogService ExpenseCategoryService IssueHistoryService ProjectResourceService RelationshipService ResourceService ProjectBudgetChangeLogService ProjectDocumentService ProjectPortfolioService ScheduleOptionsService TimesheetService UserFieldTitleService

Over 360 operations

ProjectRiskService

ResourceAccessService

ResourceTeamService

ShiftService

UDFCodeService

and many more

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P6-EBS Process Integration Pack


Data exchanged between P6 and EBS

Resource List Resource/Role rates

Oracle Projects

Project Header WBS Budget

Primavera P6

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P6-JDE Process Integration Pack


Data exchanged between P6 and JDE

Resource Resource/Role rate Calendar

JDE EnterpriseOne

Project Header WBS Timesheet

Primavera P6

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AIA Primavera PIP


Designed 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
Send Actual Costs Progress Project

Setup Global Data Create Project Assign /Schedule Resources Create Budget

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: 1. Synchronize Global Resources, Roles and Rates 2. Create Projects in Oracle or Primavera 3. Integrate Project Data with Workplans not enabled 4. Integrate Project Data with Workplans enabled 5. 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 Components


Utilize Pre-defined Components to Reduce Integration Effort and Costs
Process Design BPA Process Level Mappings Integration Implementation Integration Flows (avg.20-30) Testing & QA All process flows tested, certified and supported by Oracle

Attribute Mappings between Apps


Pre-built web services for participating Apps Extensible canonical data model UI-level Extensions Native Embedded UIs

Dont build from scratch use Oracle PIPs as building blocks

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
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Oracle Application Integration Architecture


Reduce Complexity and Accelerate Delivery

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
Canonical Layer (EBO/EBS) FMW Methodology Pre-Defined Reference Patterns Integration Governance Tools Integration Architecture Developer Utilities

Pre-built Composite Processes


30+ PIPs To Date AIA For Communications
Order to Cash Design to Release Oracle to SAP Order to Bill Cust. MDM Prod. MDM Others

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Adopt an Integrated Architectural Approach Based 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 Complexity Significant ROI to Customers


Process Models
Management Cost/Complexity Deployment Testing

30-40%
Management Deployment Testing Coding Technical Design & Architecture Functional Design Business Process Design Requirement Analysis

Shared Services Best Practice Designs Automation Utilities

Coding Technical Design & Architecture Functional Design Business Process Design Requirement Analysis Custom SOA Integration

60-70%
Management Deployment Testing Configuration Design Extensions Process Tailoring Fit Gap Analysis

Pre-Built Connectors
Pre-Defined Injection Points

AIA FP Based Integration

AIA PIP Based Integration

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Oracles Business Process Business-to-IT Communication

Business

IT

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

EBS

Provider ABCS

JDE

ABM

Transform

EBM

Transform

ABM

Primavera

Custom Transformation [1]

Custom Transformation [2]

[1] Xform_ProjectListABMReqMsg_to_ProjectEBSV1EBMReqMsg_Custom.xsl [2] Xform_EBO_To_Project_Custom.xsl

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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 <xsl:stylesheet version="2.0 xmlns:coreprojectcust="http:/xmls.oracle.com/EnterpriseObjects/Core/Custom/EBO/Project/V1 xmlns:coreproject="http://xmlns.oracle.com/EnterpriseObjects/Core/EBO/Project/V1" xmlns:jdedataabo=http://www.schemas.e1.oracle.com">

<xsl:template name="ProjectTaskType_ext"> <coreprojectcust:Custom> <coreprojectcust:JDEAccountCatCode001> <xsl:value-of select="/jdedataabo:CategoryCodeGL01"/> <coreprojectcust:JDEAccountCatCode001> </coreprojectcust:Custom> </xsl:template> </xsl:stylesheet>

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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

<AIAServiceConfiguration xmlns="http://xmlns.oracle.com/aia/core/config/V1" version="1.0">

<ServiceConfiguration serviceName="{http://xmlns.oracle.com/ABCSImpl/P6EPPM/Core/SyncProjectList P6EPPMProvABCSImpl/V1} SyncProjectListP6EPPMProvABCSImpl"> <Property name="ABCSExtension.PreXformEBMtoABM">true</Property> <Property name="ABCSExtension.PostInvokeABS">true</Property> </ServiceConfiguration>


</AIAServiceConfiguration>

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Customizing AIA: Extension Points

AIA

Requestor ABCS SyncProjectListJDEE1Req ABCSImpl


JDE ABM PreXForm ABMtoEBM Transform PreInvoke EBS

EBS

Provider ABCS SyncProjectListP6EPPMProv ABCSImpl


PreXForm EBMtoABM Transform PostInvoke ABS ABM P6

EBM

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 P6:Sample ActivityUpdated Message


<?xml version="1.0" encoding="UTF-8"?> <MessagingObjects xmlns="http://xmlns.oracle.com/Primavera/P6/V8/Common/Event" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <ActivityUpdated> <Id>Auto-1</Id> <Name>t2</Name> <ObjectId>125500</ObjectId> <ProjectObjectId>11840</ProjectObjectId> <WBSObjectId>36320</WBSObjectId> <NewValues> <Name>t2</Name> </NewValues> <OldValues> <Name>Auto-1</Name> </OldValues> </ActivityUpdated> </MessagingObjects>

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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 Job Service API Content Repository Stored Procedures

17 available special operations

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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.htm#BCFFICHC

Using BPM to Automate Project Workflows with Primavera Wednesday at 2:15 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/Ev ent_Handling/Using%20Events%20with%20P6.pdf

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