Integrating Primavera P6 with Oracle ERP: Which Technology Path is right for you?

2. 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

3. 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 Oracle’s products remains at the sole discretion of Oracle.

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. P6 Web Services Over 360 operations Over 90 Web Services

11. P6-EBS Process Integration Pack Data exchanged between P6 and EBS Resource List Resource/Role rates Oracle Project Header Primavera P6 Projects WBS Budget

12. P6-JDE Process Integration Pack Data exchanged between P6 and JDE Resource Resource/Role rate Calendar JDE Project Header Primavera P6 EnterpriseOne WBS Timesheet

13. AIA Primavera PIPDesigned for Business Process Time to Value Setup Global Data Send Actual Costs Create Project Assign /Schedule Resources Progress Project Create Budget Silo’d Primavera Processes AIA Project Portfolio Management “Process Integration Pack” • Create Project • Create Workplan • Assign/Schedule Resources • Change Management • Progress Project… Silo’d 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

14. 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

15. 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 Don’t build from scratch - use Oracle PIPs as building blocks

16. Oracle Application Integration Architecture Reduce Complexity and Accelerate Delivery Customer Goal: Integrated Business Process Process Integration Packs Pre-built Composite Application Processes • Best Practice Processes Reference Process Models Composite Business Flows Prod. MDM Others… Design to Release Order to Cash Cust. MDM Order to Bill Oracle to SAP Foundation Pack Business Process Composition Framework Canonical Layer (EBO/EBS) Pre-Defined Reference Patterns Integration Architecture FMW Methodology Integration Governance Tools Developer Utilities… • 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

17. Adopt an Integrated Architectural ApproachBased on Consistency and Standardization Traditional Approach Streamlined Approach Using AIA Simplified Infrastructure • Costly • Rigid • Unsustainable • Packaged • Agile • Sustainable

18. Benefits of AIA Foundation Packs • Common Language • Enterprise Business Objects (EBOs) • Business Process Modeling Notation (BPMN) • Fusion Stack • Many applications participate

19. 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

20. Oracle’s 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

21. 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

22. Customizing AIA: Custom XSD Transformations AIA Requestor ABCS EBS Provider ABCS Custom Transformation[1] Custom Transformation[2] [1] Xform_ProjectListABMReqMsg_to_ProjectEBSV1EBMReqMsg_Custom.xsl [2] Xform_EBO_To_Project_Custom.xsl

23. Example of a Custom XSL

24. Customizing AIA: Extension Points Advantages High degree of customization No ABM dependency Limitations Requires BPEL expertise Higher cost of maintenance and development

25. 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

26. Customizing AIA: Extension Points

27. Customizing AIA: Extension Points AIA Requestor ABCSSyncProjectListJDEE1ReqABCSImpl EBS Provider ABCSSyncProjectListP6EPPMProvABCSImpl Custom BPEL Flow Custom BPEL Flow Custom BPEL Flow Custom BPEL Flow

28. 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

29. Oracle Primavera P6 EPPM: Events Framework Figure 1 The pub/sub event architecture available from P6 utilizing a Message Queue

30. 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>

31. 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

32. 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.”

33. 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 know…PeopleSoft’s PeopleTools is easier to adopt and maintain in PeopleSoft environments • Other middleware products provide the IT benefits but not the process and object models

34. Considerations when making your decision • Even if PIP isn’t 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

35. 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

36. Step 1: Setup JMS Queue In Weblogic

37. 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

38. Step 3: Configure BPM to Listen for P6 Events

39. Step 4: Incorporate Events into BPM Workflows

40. 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

41. <Insert Picture Here> Appendix