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XER vs. XML: Tradition vs. Data IntegrityDan BeckCPM Conference January 12, 20171
Safe Harbor The statements made in this technical presentation arebased on our current knowledge of the tools. Our statements should not be construed to be an official“Vendor perspective”, but are intended to be the sharingof technical and user knowledge gained as we explorenew paths and technologies, usually in advance of ourclients. You need to make your own judgments as to theapplication of our shared ideas in your own, uniqueenvironment.2
Products and Services Project Controls System ImplementationCloud Based, Global Managed Hosting ServicesSoftware Training ServicesIntegration, Analytics, Dashboards, Risk and Role-basedUser Access Tools Program and Project System Support Services andPartnering Mentored and Supported SB/DVBE Project StaffingResources3
Tool MatrixBusiness ProcessPortfolio ManagementP6, UnifierPlanning & hedulingFuseStatusP6, eRiskCollaborateEstimatingCPM SchedulingCost Management & ReportingDocument ManagementViewPowerprojectUnifierPrism DocsChange ManagementUnifierG2Engineering FormsUnifierG2BIM/Schedule IntegrationRisk AnalysisRisk Management & MitigationRole Based Cloud DashboardCollaborateAsta BIMP6 RiskAsta RiskP6DashboardDashboardEarned ValueP6Earned ValueClaims Support & AnalysisP6Facility Management/Work OrdersUnifierMobile online/offline supportMobileIntegration with rIntegratorGatewayDRMcNatty supports these project controls tools as an authorized partner, trainer andimplementer as well as providing trained and supported project staffing resources.4
AbstractXER vs. XML: Tradition vs. Data IntegrityABSTRACT: When Importing/Exporting files into Primavera P6, it is necessary tounderstand the type of information that is being brought into the database. An“XER” file is a standard (proprietary), P6 file that allows users to transfer projectfiles between P6 databases and some other applications. With Oracle movingmore functionality to EPPM (Web), the P6 “XML” Import/Export method wasleveraged to provide more Security, Stability & Flexibility when using P6.In this presentation, we will review options available in XML Importing/Exportingin P6 Professional, as compared to “XER” that traditionalists may not know about.5
AgendaXER vs. XML: Tradition vs. Data Integrity What is an P6 XER FileWhat is an P6 XML FileIssues with File FormatsDifferences/Similarities between XML & XERExport FormatsImport FormatsImporting/Exporting an XER FileImporting/Exporting an XML FileLive DemonstrationSummaryQuestions6
XER vs. XML Tradition vs. Data IntegrityWhat is an XER File? An XER file is a standard proprietary Primavera P6 file that allows users to transferproject files.The Oracle Primavera proprietary format (XER) supports all Project, Resource andRole information that is developed in P6.The XER format enables users to export/import data between P6 Professionalrelease 5.0, to the current version, 16.2 (17.1 due out in March 2017).An XER file is a text file and can be opened with a text editor.7
XER vs. XML Tradition vs. Data IntegrityWhat is an XML File? Primavera P6 XML format enables users to share Project, Layouts and Baselineinformation between P6 Professional or P6 EPPM DatabasesAn XML file can be used to provide more Import/Export functionality optionsAn XML file allows for a higher level of granular control over data during ImportMove global codes and calendars to project-level data or remove them from the import.Map codes, UDFs, resources and calendars to existing values in the database or rename them. An XML file is also a text file, but it is an open structure that has come intocommon use to exchange data over the internet.8
XER vs. XML Tradition vs. Data IntegrityIssues with File Formats XERLow Level of data control that is beingimportedWhat version of P6 is the other partyusing?Layouts have to be exported separately,then imported individuallyPOBS Tables (more information on nextslide)XMLHigh Level of data control that is beingimportedNo issues with versioning controlLayouts can be exported with the projectfile, then imported within the same fileImport / Export Baselines with project9
XER vs. XML Tradition vs. Data IntegrityIssues with File Formats – POBS Tables POBS:– How many people have encounteredthis issue?– How do we resolve this issue? There are many tools on the market to helpresolve the POBS Tables Issue. Werecommend Ron Winter’s SAe Purge POBShttp://scheduleanalyzer.com/sae p POBS.htm10
Export in 16.1 for XMLExports has to be handled through Job Services When Exporting a project in P6 Professional in XML, that is connected to EPPM in anetwork, you will have to download the file using Job Services. You can see in theExport Result below, on the right, that the file will need to be downloaded fromthe Job Status dialog. In the Notifications tab of the Job Services in EPPM, you cansee where the file can be downloaded. If you do not have access to EPPM, this willneed to be handled by the P6 EPPM Administrator.11
XER vs. XML Tradition vs. Data IntegrityDifferences/Similarities between XML & XERExport Formats12
XER vs. XML Tradition vs. Data IntegrityDifferences/Similarities between XML & XERImport Formats13
XER vs. XML Tradition vs. Data IntegrityDifferences/Similarities between XML & XERImport Formats14
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XER FileImporting15
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XER FileImporting16
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XER FileExporting17
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileImporting18
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileImporting19
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileImporting20
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileImporting21
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileImport22
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileExporting23
XER vs. XML Tradition vs. Data IntegrityImporting/Exporting a XML FileExportingNOTE: Notice that the exported file was created as a Zip File. When users choose toinclude Project Level Layouts in the Export, the system will create the exported XMLfile as a Zip. If users choose without the layouts, the file will be created as a normalXML file.24
XER vs. XML Tradition vs. Data IntegrityLive Demo Exporting an XML FileImporting an XML FileImport Template OptionsImport Log File25
XER vs. XML Tradition vs. Data IntegritySummary What method is better to use?Can I send all project information or just partial information?– Project Layouts– BaselinesData Security?– Import Template OptionsWhy do most specifications call for XER?– USACE/DOD/DOE/DCMA – Standardized on the UN/CEFACT (XML Format)– This XML schema is designed to exchange schedule and cost data in asoftware-neutral format. This is an important feature for customers whowork with U.S. Department of Defense and other U.S. governmentagencies because as of June 2012 they are required to submit theirschedules in the UN/CEFACT XML schema format.26
QuestionsThank you for attendingdbeck@drmcnatty.com27
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ABSTRACT: When Importing/Exporting files into Primavera P6, it is necessary to understand the type of information that is being brought into the database. An "XER" file is a standard (proprietary), P6 file that allows users to transfer project files between P6 databases and some other applications. With Oracle moving
