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<Insert Picture Here>
Working Effectively with Primavera Support
Helen Mattacola
Situation Manager, Oracle Primavera Support
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.
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Agenda
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Support Priorities
New Support Resources
MyOracleSupport (MOS)
Best Practices for Reactive Issues
Summary
Q&A
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Oracle Support Priorities
• Minimize system disruption through
– Problem Avoidance
• Resolving configuration and data issues that would cause
processes to fail
– Self Service Resolution
• Resolving problems without the need to contact Oracle
Support
– Reduction in Resolution Time
• Minimizing the time spent to resolve an issue
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Oracle Premier Support
Comprehensive Coverage enhanced by Proactive Support
features
Service and Support
Tools and Resources
Product Innovation
Quickly diagnose
and resolve issues
Get the most of your
Oracle products with
proactive features
Keep pace with change
and capitalize on new
opportunities
 Expert technical support
 Rapid-response field
service
 Oracle knowledgebase
 Updates
 Product health checks
 Lifetime Support
 New releases
 My Oracle Support
 Tools to assist with patching
and upgrades
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Perceived Value of Proactive Services
Nine out of ten (93%) respondents worldwide agree it is important for IT providers to invest in product and service Innovation.
IDG Research Services "The Future of IT Services and Support.”
Base: 308 Total; 100 U.S..; 100 EMEA; 100 APAC Jan. 2010.
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<Insert Picture Here>
New Support Resources
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Product Information Centers
• One stop shop for release specific information
– Upgrade Tools and Tips
– Critical Patch Updates
– Announcements
• Available for:
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Primavera P6 Enterprise Project Portfolio Management v7
Primavera P6 Enterprise Project Portfolio Management R8
Primavera Contract Management v13
Primavera Portfolio Management v8
Primavera Risk Analysis 8.7
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P6 v7.0 PIC
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Oracle Configuration Manager (OCM)
• Support capability that automates configuration information exchange
between Oracle and our customers enabling faster resolution and
proactive detection of issues that our customers might encounter.
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Ability to define configurations and organize projects
View of System details and changes
Create, track and status Service Requests
Advanced Knowledge Management capabilities
Proactive problem avoidance with Healthchecks
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Base Content Slide
• First Level Bullet
– Second level bullet
• Third level bullet
– Fourth level bullet
• Fifth level bullet
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Healthchecks
• Health Checks are a feature within MOS that are driven
off of configuration data collected by the Oracle
Configuration Manager
– Point in time checks tests that identify critical risks to a
customer’s IT environment that have caused or may cause a
security breach or service outage
– Provide advice on corrective actions
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Available Healthchecks – March 2011
Product
Healthcheck
Doc ID
CM
Currently Running Contract Management version 13 with
no Service Packs
1905739.1
P6
Primavera P6 Web Access is set up for non-native
authentication using LDAP or WebSSO
1095735.1
P6
File Logger is disabled in Primavera P6 Administrator and
therefore P6 Web Access messages will not be logged to
the “WebAccessLogs” folder
The “Maximum memory allocated to Java Applets” setting
in the Primavera P6 Administrator is NOT set to a
recommended value of 256 or greater
Tracking is set to true (enabled) in the Primavera P6
Administrator
1095734.1
P6
P6
1095737.1
1095736.1
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Advisor Webcasts
• Hour long presentations given by subject matter experts
on Oracle Primavera products, technologies and
services
• Schedule and registration available through MOS
– Doc id 740966.1
• Sessions recorded and archived after initial live session
– Doc ID 740964.1
• Upcoming Webcasts
– April 20: Methodologies vs. Template Projects
– April 26: Introduction to P6 Web Services
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Archived Advisor Webcasts
Product
Advisor Webcast Title
P6
P6 Tips and Tricks
Using P6 Web Services with Event Notification
P6 R8 Documentation, System Architecture and Components for New Installation and
Upgrade
Learn About the New Features Available in P6 R8
P6 R8 Planning and Migration Considerations
Introduction to the P6 Integration API
Future Bucket Planning in P6 (planning non-linear resource usage)
CM
Customizing the User Experience in Primavera Contract Management
Contract Management Application Server Security Considerations
Disaster Recovery: How to Prepare Your Contract Management Environment
Using a Content Repository to Manager Documents with Contract Management 13
Risk Analysis
Importing Data into Primavera Risk Analysis and Interpreting the Results
Interpreting the Tornado Graphs in Primavera Risk Analysis
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Additional Resources
• Primavera Support Newsletter
– Just launched in January 2011
– Available in MOS Doc ID 1280192.1
– To subscribe, email [email protected]
• EPPM Quarterly Newsletter
– Valuable information on Primavera products, events, etc.
– How to subscribe: Doc ID 1174934.1
• Fifth level bullet
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Primavera MOS Community
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My Oracle Support Tips
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Access to My Oracle Support (MOS)
• Login at https://support.oracle.com
– Valid Support Identifier needed
• New Users need to register
– Then, request to add Support Identifier to profile; Customer User Administrator
(CUA) will approve
• CUA - Helpful KM documents
– FAQ: Customer User Administrators - Guide for new CUAs (1098714.1)
– What to do if you have no Customer User Administrator for your CSI on My Oracle
Support (1235933.1)
– How To Change User Privileges In My Oracle Support for Customer User Administrators
(CUA) (1071873.1)
• Questions or Problems with registering/logging in, call Global Support
• US number = 1.800.223.1711
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My Oracle Support
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Using PowerViews
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Explore Knowledge Available
See document id 603505.1 for additional information on Knowledge Home and Searching
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Sources Available to Search
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Recent Searches
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Service Requests
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Contact Preference
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Service Request Profile
Initial SR
Subsequent
SRs
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Best Practices
for Reactive Issues
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Support Service Request Process
Customer has Technical or
Application Issue
Search Help, Docs
and
Knowledgebase
Create a Service
Request using
MOS or Hotline
(800.223.1711)
SR is created and
assigned to a
PGBU Engineer
Once SR is assigned, to reach Engineer directly:
• Call 800.223.1711
• Press 1 for Existing Service Request
• Enter the SR Number, then #
• Press 1 to confirm SR Number
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When Working a Service Request
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Documentation is essential
Milestones / Key Project Dates
Request phone calls where appropriate
Request Collaborative Support sessions when appropriate
(OWC)
Test in standard environments
Monitor changes in SR Status and Severity
Communicate when a change in Severity becomes necessary
Escalate concerns via the Escalation Process
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Escalation Process
Escalation = Talking with a Manager
• Escalating an issue means bringing Oracle Support Management
attention to your SR
• Provides a 2-way dialogue with a Manager in Support
• Escalation is not required to adjust the severity of an SR
– To change the Severity up or down, simply update the SR, ask the
assigned Engineer, or call the Oracle Support line to request a change
• Asking to adjust the Severity of your SR is NOT considered an
escalation
– Severity increases may be discussed during an escalation dialogue with
a Manager
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Escalation Process
Call US: 800 223 1711
V.P. or Executive
Other Global Support Hot Lines:
http://www.oracle.com/support/contact.html
Senior Manager
or Director
Manager /
Escalation Manager
Support Representative
Customer
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Summary
• Check out the new Support Resources
– PICs, Advisor Webcasts, OCM and Healthchecks
• Sign-up for the Oracle Primavera Support Newsletter
• Remember to use PowerViews, set your Contact
Preference and save SR Profiles in MOS
• Provide key information when logging an SR
• Enjoy the rest of Collaborate 11!
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