XENA XER Import Utility
Contents
1. column in the middle displays the action that will be performed on the Project Code during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the Project Code will be deleted from the XER and will not import into Primavera If Project Codes have the checkbox marked on in the Configuration screen only codes listed under the applicable Authorized Values list will be permitted in the output XER file See the Maintaining Authorized Values section earlier in this document The Delete Row button near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Provided by XENAUtilities com Page 24 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 v Resource Codes Tab Click the Resource Codes tab to modify or view the Resource Codes Once an XER file has been imported the Resource Codes contained in the XER file will be displayed on this tab The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Resource Co2. 09 18 2011 07 PM Last Modified by Admin Admin General Activit Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Notebooks Original XER C Documents and Settings T ech_Training_Files Primavera T esting_Import_Export ER_v1 2 5 0 Baytwn CWS TA 9 21 Browse Revised XER C Documents and Settings T ech_Training_Files Primavera T esting_Import_Export ER_ 1 2 5 0 v7_A4B Pro_Act_Cal_ Browse T Prompt User before Overwrite Project Name Bay CWS TA Data Date 2007 04 01 00 00 Original Version OT Revised Version JOEA in Original XER iii Original XER Date f2011 09 21 M Prefixes Select Data that should be REMOVED from Revised SER _ Text Prefix s to Apply to New Values Rey C Remove Activity Progress IV Apply to Activity Codes T Apply to Resources E Hemeyerictiva Stee C Remove Activity Relationships Remove Activity Units HC Remove Activity Costs O Remove Expenses Tl Apply to Activity Code Values Apply to Notebooks l Apply to Project Codes T Apply to Resource Codes I Apply to Calendars C Remove Other Costs T Apply to UDF Types C Remove Budgets Apply to UOM C Remove Timesheets C Remove Roles C Remove Target and Remaining Durations Import Process Cancel j A A Text Prefix can be entered that can be automatically applied to any or all of the XER code structures s
3. 1 TST Fill In Project WHI Cal J xwiL xwiM Cal MEDI 1 CA_Rsrce 508 5 Days x 8hrs Don t Change CA_RAsre 508 5 Days x 8hrs WHI Cal CA Project 508 5 Days x 8hrs TST Fill In Project Don t Change CA_Project 508 5 Days x Shrs WIL Cal CA Aste MEO1 1 Change CA Rsrc MEO 1 WIM Cal CA Aste MEO 1 Change CA Base Lal 7 M CA Fsrc Change CA Base leza M ana Delete Row Process Save Cancel Provided by XENAUtilities com Page 27 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 If the Prj button is clicked the appropriate row to display the Project Short Name List window then select the applicable value O x FE XENA Project Short Mame List BOS Ms04 CCU BOS M040 TH BOS Ma03 09 CCU BOS M01 02 CCU B03 Me01 02 0TH B2B M01 02 UTIL B26 Mes01 02 0TH B26 Mes03 05 0TH B26 Mes03 03 UTIL B26 Mesd4 UTIL B26 Mes04 0TH BOS Ma03 05 0TH BO4 Meit 41 49 BO4 M04 0TH BO4 Ma01 02 0TH BO4 Mes01 O2 41 45 BO4 Me03 09 BO1 Mes04 ACU B01 M04 0TH B01 M03 09 HCU BO1 Mes03 05 0TH B01 M01 02 HCU BO1 Mes01 02 0TH B24 Mx01 02 CO5PL3 Select Cancel te Do not use XENA XER to change the name of a calendar being used as a Base Calendar equal to a name of a calendar in your destination database with different attributes as you may get unexpected results Calendars cannot be deleted by XENA All calendars used as Project D
4. Last Modified by f General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Notebooks Original MER cuments and Settings T ech_Training_Files Primayvera T esting_Import_Export XER_v1 2 5 0 B aytwn CWS TA 9 21 11 xer Browse S Revised MER Settings T ech_Training_Files Primavera T esting_Import_Export XER_v1 2 5 0 Baytwn CWS TA Prefix OUT 1 9 21 11 xer Browse 101 x EF Processing Or a Finished C Documents and Settings T ech_Training_Files Primavera T esting_Import_Export ER_v12Z75 0 Baytwn CW S TA 9 21 11 xer C Documents and Settings T ech_Training_Files Primayvera T esting_Import_Export ER_v1Z75 0 Baytwn CWS TA Prefix QUT 1 9 21 11 xer Record Count 996 Cancel Vi Provided by XENAUtilities com Page 6 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 2 XENA XER Version and Oracle Primavera Version Changes c XENA XER Version This copy of the User Guide is written for a particular version of the XENA XER Import Utility In order to improve the software functionality quality and to respond to customer enhancement requests it is possible that changes will be made to this application more often than to the User Guide To track the different releases a standard indicator is used such as v1 2 5 0 Minor modifications may not impact the User Guide but the ReadMe Txt file included in th
5. Original SSG Values Revised ER vale Project P Activity Codes i Val Scove Short Actions New Scope aah aa Fri New Activity Code Auth Name 051 Code oas ewa ee o O da O Department AS Global XENA Activity Code List Screen Licensed to AcceleratedPM ioj x i Pie aa E es Faa Enter Search value Project Level Code AS Project ee a Responstity Gb A o CMMS CMMS Workorder Number b CSI See the Maintaining Authorized Values section earlier in this document This functionality is also available for Project Codes Resources Resource Codes Calendars UDF Types and Notebook Topics Provided by XENAUtilities com Page 22 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 iii Activity Code Values Tab Click the Activity Code Values tab to modify or view the Activity Code Values for an Activity Code Once an XER file has been imported Activity Code Values can be viewed by selecting an Activity Code from the Activity Codes dropdown list The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Activity Code Value column on the far right shows how the Activity Code Value will be written in the new file To change an activity code value or to map it to an activity code value in your destination database first select an Activity Code from the dropdown list After selecting an
6. 2 5 04 v _4B Pro_Act_Cal_ Browse Revised XER C Documents and SettingssTech Training FilessPrimaverasTesting Inpdft ExpottsXER v1 2 5 0wv7 AB Pro_Act_Cal_ Browse Original Version J Prompt User before Overwrite Project Name AB TAB Data Date 2007 11 30 00 00 D Revised Version 8 1 Projects in Original XER Original XER Date 2011 09 01 Prefixes Select Data that should be REMOVED from Revised SER Text Prefix s to Apply to New Values CO Remove Activity Progress C Remove Activity Steps O Remove Activity Relationships C Remove Activity Units C Remove Activity Costs I Apply to Activity odes Tl Apply to Resources T Apply to Activity Lode Values I Apply to Notebooks T Apply to ProjectfCodes T Apply to Resoufce Cod s E E Remove Expenses T Apply to Calerfdars Q Remove Other Costs I Apply to UDF Types C Remove Budgets T Apply to UD C Remove Timesheets C Remove Roles C Remove Target and Remaining Durations Import Procesy Cancel A After import the date of the Original XER file is displayed and the project s names with data dates are displayed After the Processing is completed the following message will appear select Finish Processing Finished C MainFolderForBackup D ynamicConsulting Projects AcceleratedPM Aly C MainFolderForB ackup DynamicConsulting Projects AcceleratedPlA4Contract
7. Calendars UDF Types Unit Of Measure Resources Notebooks Original XER Values i R Val Base Global Project Ae Global a Calendar Scope Calendar Short Actions New Scope caiene BCal Shet Pri New Calendar Auth Name Name Name Name New Last Import Def Status ae CA Base Change x CA Base gt es Standard 5 Day Workweek Iv 2 Standard 37 5 Hour C4 Base Change xl CA Project x Standard 5 D AB TAB 37 5 Hour Week rr 37 5 Hour Week ICA Project gt Standard AB TAB Change gt CA Project gt Standard 5 D AB TAB A 37 5 Hour Week 0 an 5 3rd 8hr Shift Schedule CA Base M Don t Change CA Base x 5 3rd 8hr Shift Schedule O Standard ICA Base O Change x CA Base x A Standard 5 Day Workweek 7 Delete Row Import Process Cancel The Actions column in the middle displays the action that will be performed on the Calendar during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred The Calendars tab does allow duplicates in New Calendar column If this column has duplicates P6 will merge the calendars during import If Calendars have the checkbox marked on in the Configuration screen onl
8. Shift Schedule 5x10 s Days only 6X24 s D N 7 Day Workweek 7X24 s DAN Standard 5 Day Workweek CA Base Missing CA Base CA Project 2 Standard 37 5 AB TAB CA Base CA Base CA Base CA Base CA Base CA Base Change x CA Base Change CA Project Change CA Project Don t Change CA Base Don t Change CA Base Don t Change CA Base Don t Change CA Base Don t Change CA Base Change CA Base Missing Missing Missing qoaa aa ECHN EC ECN C C E E me ee aa See the discussion on each of the tabs following this section Provided by XENAUtilities com Page 19 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 With the XER file imported into XENA the Primavera version of the XER file will be displayed on the General Tab Select a New Version from the drop down box to indicate the Primavera version of the destination database where the cleaned XER file will be imported XENA XER will make the modifications required to allow more recent versions to be imported into older Primavera databases For example normally P6 will not allow a 6 1 file to be imported to a 6 0 database BB XENA Template Screen Licensed to AcceleratedPM Template Nae Test v to R8 1_AB_Proj Date Last Modified 09 18 2011 9 07 PM Date Last Used
9. So a user with Admin privileges has the ability to add new values to the destination P6 database Note It is always best to make the Authorized Value selection first before making any other changes in a row on any given tab That is because the selection of a matched Authorized Value resets the Action column to Don t Change Rows marked as Don t Change will be ignored when XENA saving new values in the Revised XER file m Adding a New Template Add a new template to create and store conversion settings used in XER conversion projects 1 From the Menu select Utilities Import Export Analyzer 2 Click Add Template XENA Import Export Analyzer Scyeen Licensed to Accelerated PM Template Name a Last Last Modified By Modified Used 9 18 2010 9 18 2010 Admin Admin Tester 99 9 20 2010 9 20 2010 Admin Admin Testing 01 9 20 2010 9 20 2010 Admin Admin Testing 02 9 20 2010 9 20 2010 Admin Admin Tester 99 1 9 21 2010 Admin Admin Add Template Use Template Copy Template Delete Template i Provided by XENAUtilities com Page 16 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 3 Enter a unique Template Name 4 Select a Default Import Filename enter a XER file or browse to a XER file 5 Select a Default Export Filename enter a XER file or browse to a XER file 6 Click Import 71 Click Save to save the n
10. Types User Defined Fields UOM Units of Measure Resources Notebooks Topics Multiple templates can be created and saved so XER files can be efficiently handled from multiple sources XENA XER also handles the conversion between Primavera versions Provided by XENAUtilities com Page 3 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 If there are any questions about the XENA XER Import Utility or this User Guide please see the XENA Support information at the end of this document b A Quick Example Using XENA XER Once this utility is installed and operational a new user may benefit by this quick example of using the XENA XER Import Utility 1 Log into XENA XER as admin password admin 2 Go to Utilities menu and select Import Export Analyzer XENA Main Screen Licensed to Accelerated PM v1 2 1 3 XENA Import Export Analyzer Screen Licensed to Accelerated PM Date Date Template Name Last Last Modified Used Add Template Use Template Copy Template EE 3 The Import Export Analyzer Screen will display Select the Add Template button 4 The Template Screen will display Enter the template s name in the Template Name field such as Test Provided by XENAUtilities com Page 4 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 FF XENA Template Screen Licensed to AcceleratedPM Template Name Test Date Last Modif
11. a UDF Title or to map it to a UDF Title in your destination database simply edit this field to be the value desired Alternatively a prefix can be assigned to all the UDF Titles using the functionality on the General tab General Activity Codes Activity Code Values Project Codes Alesource Codes Calendars UDF Types Unit OF Measure Resources Notebooks Original SER Values Revised SER Values UDF Types Field Types Table Hame Acton New UDF Type Auth sree facualToidCote JPROEer Dent Change lack Totd Code Changers Oroa fil tengoonern PmedTaaiCess en i hells TCC nn isi elites EJ ate og B ter scart ng Husen EES TS rr fetes C Delete Aow The Actions column in the middle displays the action that will be performed on the UDF Titles during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the UDF Title will be deleted from the XER and will not be imported into Primavera If UDF Types have the checkbox marked on in the Configuration screen only codes listed under the applicable Authorized Values list will be permitted in the output XER file See the Maintaining Authorized Values section earlier in this document The Delete Row button near the bottom of the templat
12. way to input the needed underlying elements XENA XER gives you an added level of security for your production data XER files can be safely imported into your database without the risk of corrupting the production configuration This saves the time and energy of importing XER files into a staging database and cleaning up non standard codes resources calendars and Units of Measure The XENA XER tool suite facilitates e Protecting your production database e Safely Importing updates from Contractors and external sources e Moving projects between Departments using separate Primavera databases i e Engineering to Projects or Maintenance to Turnaround e Moving projects between different databases test to production e Change the version of XER from v5 0 to v8 1 e Assist in merging data into a common reporting database XENA XER tool allows the user to review coding structures contained within the XER file then map modify or delete them to match the required database configuration Using an intuitive set of mapping tabs XENA XER displays the information necessary to create a revised XER file based on the user s conversion requirements These conversion settings are saved in templates to ensure that XER files can be converted the save way every time The XENA XER Import Utility is organized into the following types of conversion data General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF
13. x September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 x Notebooks Tab Click the Notebooks tab to modify or view the Notebook Topics Once an XER file has been imported the Notebooks contained in the XER file will be displayed on this tab The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Memo Type column on the far right shows how the Notebook Topic will be written in the new file To change a Notebook Topic or to map it to a Notebook Topic in your destination database simply edit this field to be the value desired Alternatively a prefix can be assigned to all the codes using the functionality on the General tab Mundpnnnnnnnnnnnnnnnnnnnnnnnnnn Revised SER Values a Memo Type Achons New Memo Type Auth Soe Current Status Change Curent Status D E cc a Frobleme Encountered Change T Froblems Encountered ep cee ae mn Project Manager s Comments a Change T Project Manager s Comments Delete Aow The Actions column in the middle displays the action that will be performed on the Notebook Topic during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then t
14. Activity Code the values for that Activity Code will be displayed To change an activity code value simply edit the value in the New Activity Code Value column Alternatively a prefix can be assigned to all the values using the functionality on the General tab General Activity Codes Activity Code values Project Codes Resource Codes Calendars UDF Types Unit OF Measure Resources Notebooks Activity Codes Jes Code AS Global This Activity Code ig flagged for delete Original SER Values Revised SER Values Actions New Activity Code Yalue a Dork chars 03 Dont chars los Dont chars 05 a Activity Code Value i Long Hame Delete Row The Actions column in the middle displays the action that will be performed on the activity code value during processing The Action will update automatically when changes are made to the New Activity Code Value It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the activity code value will be deleted from the XER and will not import into Primavera To reset the value in the New Activity Code Value column change the Action to Don t Change To an Activity Code Value from the grid click the Delete button During Import XENA will add any new Activity Code Values found in the XER file Therefore if you delete an Activity
15. Code Value from the grid and re import the XER file the Activity Code Value will be added to the grid The Delete Row button near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Provided by XENAUtilities com Page 23 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 iv Project Codes Tab Click the Project Codes tab to modify or view the Project Codes Once an XER file has been imported the Project Codes contained in the XER file will be displayed on this tab The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Project Code column on the far right shows how the Project Code will be written in the new file To change a Project Code or to map it to a Project Code in your destination database simply select an Authorized Value or edit this field to be the value desired Alternatively a prefix can be assigned to all the codes using the functionality on the General tab Original SER values Revised HER Values f Project Codes Val Actions New Project Code Auth ae E i EE Division ES Delete o a C fan n Paean L er Creroe El PiossMann a Parme J oort trenos lect Tyee The Actions
16. Cost Actual Material Cost Actual Nonlabor Cost all 3 may display values with remove selected can also select Remove Activity Units Actual to assure no values display Remove Activity Costs Price per Unit Price Unit Remove Expenses When this checkbox is selected all 4 checkboxes in this section are selected Remove Expenses Planned Budgeted Expense Cost Provided by XENAUtilities com Page 37 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Remove Expenses Remaining Remaining Expense Cost Remove Expenses Actual Actual Expense Cost may display values with remove selected can also select Remove Expense Price per Unit to assure no values display Remove Expenses Price per Unit Price Unit Remove Other Costs When this checkbox is selected all 3 checkboxes in this section are selected Remove Other Costs Resource rates Price Unit Resources Override Custom Rates are not removed unless Activity Costs Price per Unit are also removed Remove Other Costs Role Rates Price Unit Roles Override Custom Rates are not removed unless Activity Costs Price per Unit are also removed Remove Other Costs UDF Costs Activities User Defined Fields where Data Type equals Cost Remove Budgets When this checkbox is selected all 4 checkboxes in this section are selected Remove Budgets Budget Log All entries in the Budget Log tab of Project Details Remove Budgets Spending Plans All entries in the Spending
17. E E ee eee ee eee 34 5 RONOV FNC Oa EEN E EA E anes EA E E E EENE 35 Remove Primavera Field Chart sescaicacercecceetnesestinsccaccbsanttecteteaensensacesasbeusatantnevassondsalentnessaceumeeneniacadsetaeesientes 36 Note about Removal FUNCION reseni SAES NO 39 Dia Reo MOVA DEC a N E E 39 6 Recommended Import Settings in PriMAaVeEra cccccccsssccccecssecccceseccccesececsaesececseeceeseueceessueecetsenesss 40 Appendix A XENA Support csssccesesccssseccnssecensvecenssscucuseceesseseusseneusssceeusesenuseseusseneuseseneuseseeaseseussensusess 41 Appendix B Primavera Technical Terms and Their Titles cccccsssccccssececsecceesceceeceeeeseeeeescesseecesegeeeees 42 Provided by XENAUtilities com Page 2 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 1 INTRODUCTION a High Level Description of XENA XER XENA XER Import Utility is a tool used with Oracle Primavera Project Management or Oracle Primavera Enterprise Project Management P6 which provides users the ability to review and modify Primavera XER files prior to importing the XER files into a production database This tool makes it safer to import projects from non production databases by mapping codes from the XER file to codes in your production databases or by mapping the codes to a desired naming convention This utility is not designed to create new codes in XENA that do not exist in the Original XER file or receiving database as there is no
18. IT SEND Error Message 10223 a x AS_Glot ey oe a T Activity Codes All revised activity codes must exist in the activity code authorized list AS_Proie AS_Glo Provided by XENAUtilities com Page 13 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 There are 2 methods for accessing the Authorized Values maintenance area 1 from the XENA Main Screen menu by selecting Maintenance then Authorized Values then the selected component here Calendars Calendars and 2 by clicking the button on the Calendar tab of a template see below Click here to bring up the Calendar list for maintenance and selection See Calendar List Screen below General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Notebooks Original XER Values New Project A Base Global New Base Global Project 5 Scope Calander Nama ste Def Actions New Scope Calanda Hama BCal Short Pri New Calendar Name ate CA Base V Change CA Base ve a Standard 5 Day Workwee eaves a ae ii a Se i iene ia a D a amp B Eisma ar aor The XENA Calendar List Screen can be displayed from the Maintenance menu or the component tab as shown above Calendar Name _ Standard 5 Day Workweek standard Standard 5 Day Workweek Standard 5 Day Workweek w Basic H
19. Nn ZEN Primavera Configuration Utility XENA XER Import Utility High Level User Guide v1 2 5 0 September 29 2011 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 XENA XER Table of Contents U INTRO DUCTIO Mias ererssonssi E E E E 3 a High Level Description of XENA XER sssssssessssensssrreressrrrsserressrrresrrerosererssreressreresereresererssrereserersseeere 3 b A Quick Example Using XENA XER ccscsseressscssssconssscnesssressccussectousssencussucneouserestousssencussuensousesese 4 2 XENA XER Version and Oracle Primavera Version Changes sssccccsssscccecsscccceeseceeseecceeeeeceeeeeeeeetas 7 O MEIN CER VFS ON irescccotes wap atenras onemasnenesion noanesiastecasoussimestensauentsaeuaeresaaennieais euenpanadanniaedansbuanacechenseusssmeounts 7 d Oracle Primavera Version Changes cscccccsssecccccssecccssececcenecccecesececsueceeeeeeceeeeauecessunecetseneceeseeees 7 3 Installing the XENA XER Import Utility eeccccccsecccceescceceeeseceeeeeecceeeeecesseseeceeeeeceeseeesessenenses 7 2 Pr 6 22 0 Lo E eae ee eee ee ee ener re 7 O SSC T cede cencctsceacatsscesenntmausas A A secon 8 g Updating an Existing XENA XER installation ccccccssscccccessecccssececeeecceseeeseeeeeeeceseugeceeseaeaeeesseneces 8 REIS TSS a since sinc cheese stigen iron insteg E E A SNR 9 4 Usine the XENA ER CGY secas N E a A EN EA 10 OC USE ee E E E atsiondu dein eittesincaiigivaanunol artes 10 a C
20. ORT UTILITY USER GUIDE V1 2 5 0 The XENA User Screen will appear when the Add Enter button is clicked Enter the User Name Password First Name and Last Name If the user is to have all rights select the Admin checkbox Admin users have the ability to determine which codes will be limited to the list of Authorized Values and to modify the Authorized Values lists E XENA User Screen Licensed to Accelerated FP Seles User Name fest C Admin Password First Hame Last Hame Language Save Cancel Future enhancement Turn on the rights desired for the user and select a Language from the drop down box a Configuration Limit Values to Authorized List The Configuration screen is used to determine which codes are required to match the Authorized Values list To access the Configuration screen select the Maintenance menu from XENA Main Screen and then select Configuration To change a setting select the checkbox on or off and click the Save button IR XENA Configuration SEE Enforce Authorized Valuextfi Revised AER When exporting alues to ER limit values to authorized list For Activity Codes For Project Codes For Resource Codes For Calendars C For UDF Types For Resources C For Notebooks Dave Cancel Provided by XENAUtilities com Page 11 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 XENA User Screen Licensed to Accelerated P Seles User Nam
21. Plan tab of Project Details Remove Budgets Funding Sources All entries in the Funding tab of Project Details Remove Budgets Current Budget All Current Budget field in the Budget Log and Budget Summary tabs of Project Details Remove Timesheets Timesheet entries Remove Roles All Role Assignments Remove Target and Original Durations All Target and Original Durations at the activity level Resources may need to be removed to remove all durations Provided by XENAUtilities com Page 38 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Note about Removal Function Primavera is a sophisticated application many interrelated fields and calculations that are affected by settings at a variety of levels Some field relationships may not be obvious at first glance such as the example below We made no attempt here to document all such relationships as it is beyond the scope of this document Please contact us with any questions An example of a not so obvious relationship is If the checkbox Activity percent complete based on activity steps in the Project Calculations tab is checked Activity will not be reduced to 0 by the Remove Activity Progress selection in XENA unless Remove Activity Steps is also selected Data Removal Disclaimer If you have sensitive information that must be removed from an XER file test the Revised XER file after output from the utility to assure sensitive information is not displayed vi
22. Progress When this checkbox is selected Remove Activity Units Remaining amp Actual plus Remove Activity Costs Remaining amp Actual are also checked see fields detailed below Select Data that should be REMOVED trom Revised HER oo fw Remove Activity Progress a O Remove Activity Steps C Remove Actrity Aelatonships E Remove Activity Units fe o Planned A Remaining A Actual E v Remove Activity Costs so Oo Planned A Remaining F Actual 7 Price per Unit Remove Activity Steps Activity Step Count Steps Not Started Steps In Progress Steps Completed all records from table TASKPROC are removed Remove Activity Relationships Predecessor Activities Successor Activities Provided by XENAUtilities com Page 36 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Remove Activity Units When this checkbox is selected Remove Activity Units Planned Remaining amp Actual plus Remove Activity Costs Planned Remaining amp Actual are checked see fields detailed below The target and original durations were removed in earlier versions of XENA but are now under their own options D from Revised SER Select Data that should be REMO 7 Remove Activity Units al Planned H Remaining o h 7 Actual 7 Remove Activity Costs b I Planned H Remaining Remove Activity Units Planned Budgeted Labor Units Budgeted Nonlabor Units When thi
23. Type XER Primavera PM Export Type Project 6 Go to the Revised XER field Copy and paste the file name and location from step 5 and change the file name so you know it is the revised XER file 7 Then select the Import Button When the import has finished select the Finish button 8 You now have data to view and change if you wish For each of the tabs of Activity Codes Activity Code Values Project Codes Resource Codes etc you can see the data from the original XER file 9 Each tab that has data there will be a field header New _ for example Activity Code etc where you can enter a new entry 10 After you have entered New you Can now create a Revised XER file Select the save button and then reopen the same template by selecting the Use Template button XENA Import Export Analyzer Screen Licensed to Accelerated PM Template Mame Provided by XENAUtilities com Page 5 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 11 Then back in the template select the Process button it may ask you to save the template again click Save and when you select the Finish button you have created a revised XER file that is identical to the original except for the changes that you made That is the basic process To learn more read on IF ZENA Template Screen Licensed to AcceleratedPM iol x TemplateName Test Date Last Modified 09 21 2011 4 47 PM Date Last Used 09 28 2011 3 58 PM
24. a the revised XER file Do not rely only on the documentation above as we cannot predict which settings are in use or what data is in your database Provided by XENAUtilities com Page 39 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 6 Recommended Import Settings in Primavera Update Project Options Import configurations of update options may be saved and reused These detine the action ta take when imported data e g resources activities conflict with existing data Please choose which layout configuration to use during the import You may also Add Remove or Modify a layout Layout Mame Lai No Default Configuration 23 Modify Import Configuration Modify the selected configuration by choosing the action ta take when the same Modify d Prev data exists in the import file and project being updated Check Delete to delete those values in the database that are not contained in the file you are importing Data Type Activities i Activity Relationships mz Activity Resource Assignments amp Resource Codes amp Resource Code values a Roles 2 Resources itr Shitt Hames EA Activity Code Values Ta Activity Codes if Calendars Work Products and Documents Relationships to External Projects E Project Expenses E Projects Project Funding Assignments Jan IS8ues Project Code Assignments opi Risks m 7 Thresholds i wes High Level Planning Assignments Provided by XENAUtilities c
25. ctual Planned Remaining Price Per Unit or all g Remove Other Costs select either Resource Rates Role Rates UDF Costs or all h Remove Budgets select either Budget Log Spending Plans Funding Sources Current Budget or all i Remove Timesheets j Remove Roles k Remove Target and Remaining Durations Select Data that should be REMOVED from Revised ER pee C Remove Activity Progress C Remove Activity Steps Remove Activity Relationships ED Remove Activity Units o t I Planned J Remaining C Remove Activity Costs es Planned Remaining Actual l 2 C Price per Unit I C Remove Expenses eT Planned Remaining C Actual be Price per Unit E O Remove Other Costs ble a C Resource Rates J Role Rates O _ a TI I 2 T C Remove Budgets C Budget Log E Spending Plans Le Provided by XENAUtilities com Page 35 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Simply check the box or boxes to remove the desired data from the output XER file Primavera fields and calculations have many interrelationships and there are many options settings that can change how fields interact or how calculations are made Remove Primavera Field Chart The field chart below is a guide for impact of the various checkbox selections within the removal function Checkbox Primavera Fields Affected Remove Activity
26. de column on the far right shows how the Resource Code will be written in the new file To change a Resource Code or to map it to a Resource Code in your destination database simply edit this field to be the value desired Alternatively a prefix can be assigned to all the codes using the functionality on the General tab General Activity Codes Activity Code Values Project Codes Resource Codes alendars UDF Types Unit OF Measure Original XER Values Hevised XER Values AR Last Import Resource Codes Val Arctons Hew Resource Code Ae ae Comae Dision a Charge oeoa ottene Dont crane concern Cost Conponet Dort Granos E Cost Corren oo S o E wea pe O O e Delete Aor The Actions column in the middle displays the action that will be performed on the Resource Code during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the Resource Code will be deleted from the XER and will not import into Primavera If Resource Codes have the checkbox marked on in the Configuration screen only codes listed under the applicable Authorized Values list will be permitted in the output XER file See the Maintaining Authorized Values section earlier in this document The Delete Row b
27. dit this field to be the value desired Alternatively a prefix can be assigned to all the Units of Measure using the Prefix functionality on the General tab General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit OF Measure Aes Original SER Values Revised SER Values f Unit OF Measure saad E Hew Unit of Measure Ce p Tier Sem harce ltr iment henge lune oe e en Last Import Statys 41 1 I lt 1 Delete Aow The Actions column in the middle displays the action that will be performed on the Unit of Measure during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the Unit of Measure will be deleted from the XER and will not be imported into Primavera Provided by XENAUtilities com Page 30 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 The Delete Row button near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file After Import into XENA the Used in RSRC checkbox is active checked if the Unit of Measure item is used in a resource w
28. e Admir Last Hame Language ll Save Cancel All user passwords can be maintained by users that have the Admin checkbox checked by just typing the new password for that user 1 Foreign Languages Future enhancement The Language option is specified for each individual user on the user configuration screen under the Maintenance menu This option will translate all of the application labels and messages to the language selected The translations are stored in the XENA database table MESSAGES Any language can be supported by entering the translated messages in this table If the language you need is not currently translated contact Mustang Technologies using the Help About screen j Modifying Labels and Messages Any Admin user can modify any or all of the labels and messages by loading a new message file From the XENA Main Screen menu select Maintenance gt Load Messages select the Browse button to go to the desired text file select Open and select Load Changes can be made to the original message file XENAMessages txt This file will be located where XENA was installed on the local PC To change messages go to the desired message in the text file change the English text and then load that message text XENA Load Messages Licensed to Accelerated PM f Message Filename Browse Select a message file to be loaded into the database Provided by XENAUtilities com Page 12 Se
29. e download package will address all changes If the version of the User Guide differs from that of the XENA XER Import Utility in use refer to the ReadMe Txt file for the minor changes not impacting the User Guide d Oracle Primavera Version Changes Primavera software function and structure has been enhanced over the years This has impacted the file structure of the related XER files The developers of the XENA XER Import Utility have worked to provide the most up to date forward backward version change compatibility between P6 v5 0 through P6 R8 1 XER tool may be useful to migrate Primavera v4 0 XER files to later versions but at the current XER tool release there is no attempt to adjust for the lack of an Activity Code scope field in the v4 0 XER file layout It is recommended not to make changes to the Activity Code scope in v4 0 XER files being handled by XENA XER 3 Installing the XENA XER Import Utility e Prerequisites NET 3 5 SQL Server 2005 or later Supported OS s Win XP Pro Service Pack 3 Vista Home Vista Business and Windows 7 Note XENA XER connects to SQL Server or SQL Server Express This can be installed automatically from the Primavera CDs by installing the stand alone P6 or by running the setup exe file in the install sql server folder on CD1 or SQL Server 2008 Express can be downloaded from Microsoft s website at http www microsoft com express Database InstallOptions aspx The XENA XER applicati
30. e in WORD or EXCEL and clicking CTRL C the user can paste those calendar names into the Calendar list XENA XER tool will display the list of calendars before they are added and XENA will not add calendars already in the list If you are copying a list of cells rows from EXCEL XENA assumes the first column copied to the clipboard contain the calendar names A Add Authorized Codes Calendar O x Add following values to authorized list Calendar Name 1 Standard 5 Day Workweek 2 Standard 37 5 Hour Workweek 37 5 Hour Workweek 4 10hr Days Workweek 5 3rd Shr Shift Schedule Pe 10 s Daye only feed s DN ACCTS Cal Standard 5 Cay Workweek w Basic Holidays T amp 10 s Dave only Troll E CTAL fe Don t Add y ie The functionality for other components lists of Authorized Values works the same way as described above Provided by XENAUtilities com Page 15 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 ID Utilizing Authorized Values The Authorized Value for Activity Codes Project Codes Resources Resource Codes UDF Types Notebook Topics and Calendars can be used to control the revised XER to assure only those codes appear As described above if Configuration is turned on for any of these values the value must be in the Authorized List in order to be in the revised XER file If the user has Admin privileges the user can add to the Authorized list during processing
31. e screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Provided by XENAUtilities com Page 29 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 vili Unit of Measure Tab Click the Unit of Measure tab to modify or view the Units of Measure Once an XER file has been imported the Units of Measure contained in the XER file will be displayed on this tab Often an XER file will contain thousands of unused Units of Measure This is automatically cleaned up by XENA During the import to XENA the Units of Measure that are actually assigned to an indentified resource are marked as Don t Change These identified items will be sorted to the top of the display The remaining Units of Measure are defaulted to be Deleted The user should also notify the source of the original XER file to delete the unused data from the Units of Measure tab in Primavera on the Admin Categories dialog box The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Unit of Measure column on the far right shows how the Unit of Measure will be written in the new file To change a Unit of Measure or to map it to a Unit of Measure in your destination database simply e
32. e user doing the upgrade must have administrative database rights e After XENA is installed run XENA Provided by XENAUtilities com Page 8 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 e XENA will detect if there are any database updates If XENA is going to update your database XENA will prompt the user to verify that they backed up the database before XENA updates the database e After the installation is complete XENA will display Logon screen e Due to the enhanced XENA file structures in the current version old templates from prior versions cannot be used in this version of XENA XER They must be recreated as the Warning suggests Database Update SSeS WARNING Upgrading to this version of XENA MER cannot properly upgrade the templates New templates need to be created in XENA If you cick Yes new fields will be added to the XENA DB but you still need to recreate your templates You should backup your DB before you proceed Proceed with DB upgrade h Registering e The XENA XER Import Utility comes with a 30 Day Demo License To continue using the tool or to enable multiple users you must purchase and register XENA XER You will then be emailed a registration key after payment is received e After receiving your registration key start the XENA application On the login screen click the register button and enter the registration key XENA Login Screen Siz led Registered to Accelera
33. efaults assigned to resources and assigned to activities will remain the same as in the source XER file The exception is of course if the name etc of the calendar itself is changed in XENA XER When importing Calendars into P6 if the Calendar name scope and details are exactly the same as a Calendar previously existing in P6 no new Calendar will be created If there is any change in the name or the scope changes a new Calendar with a new internal ID is created XENA does not allow a Base or a Project calendar to be changed to a Resource calendar This is because the Base or Project calendar may be assigned to an activity Having a Resource calendar assigned to an activity will cause significant problems once imported into P6 The capability to allow a calendar to become a Resource calendar is on our list of potential future enhancements Provided by XENAUtilities com Page 28 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 vii UDF Types Tab User Defined Fields Click the UDF Types tab to modify or view the User Defined Fields Once an XER file has been imported the UDF Types contained in the XER file will be displayed on this tab The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New UDF Title column on the far right shows how the UDF fields will be written in the new XER file To change
34. es P6 will merge the resources for you during import The Delete Row button near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file The Set All Resources to Delete button will mark all Resource rows Action column to Delete This will also delete all Role assignments If Resources have the checkbox marked on in the Configuration screen only codes listed under the applicable Authorized Values list will be permitted in the output XER file See the Maintaining Authorized Values section earlier in this document Provided by XENAUtilities com Page 32 To make calendar scope changes more effective the assigned Calendar Name and its Scope have been added to the Resources tab Plus the New CalendarName and its New Scope have been added to allow control over the assigned calendars General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Typgz Unit Of Measure Resources Notebooks September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Original XER Values Revised XER Values New Sete ic Long Calendar Name Scope Actions New Calendar Name k sth Cal ieee Auth ae Name 100
35. ew template FE XENA Template Screen Licensed to AcceleratedPM i O x Template N me New Template Date Last Modified DaeLatUsd 8 Last Modified by General Activity Codes Activity Code Values Project Codes Resource Codes Calendars S QF Types Unit Of Measure Resources Notebooks Original ER Browse Revised XER Browse Tl Prompt User before Overwrite Origingl Version Revised Version Md Projects in Origin ngER Originfl XER Date Prefixes Select Data that should be REMOVED from R xised XER ext Prefix s to Apply to New Values C Remove Activity Progress R Activity St Apply to Activity Codes I Apply to Resources E Fem avse J Remove Activity Relationships Apply to Activity Code Values I Apply to Notebooks Remove Activity Units Apply to Project Codes Remove Activity Costs Apply to Resource Codes C Remove Expenses Apply to Calendars Remove Other Costs Tl Apply to UDF Types Remove Budgets Tl Apply to UOM C Remove Timesheets C Remove Roles C Remove Target and Remaining Durations Import Ocess Cancel A n Copying a Template To make an exact copy of a template select the Copy Template button in the XENA Import Export Analyzer Screen shown at the top of this page Add Template An exact copy of the template is created except the name has Copy Of in front of the template name U
36. ft Crane 100ft Crane Standard CA Base Change gt Standard CA Base Abraham AC Ace Corp 1 Standard 5 Day Workweek CA Base Change Standard CA Base Admin Construct Construction Departm 1 Standard 5 Day Workweek CA_Base Change xl Standard CA Base Contractors Construct Labor Labor Resources Standard CA Base Change Concrete ra Electren Electrician 1 Standard 5 Day Workweek CA Base Change gt Elec Elev Inst Elevator Installer 1 Standard 5 Day Workweek CA Base Don t Change M Elev Inst Engineers Engineering Department 1 Standard 5 Day Workweek CA Base Change i Engineering Facilities Capital Projects 1 Standard 5 Day Workweek CA Base Change x FCarp d Finisher Finisher 1 Standard 5 Day Workweek IcA B ase PEGG Delete Row Set ALL Resources to Delete To assign a new calendar for a resource or select no calendar for the resource click on the Cal button on the applicable row The Calendar Name List window will appear while the appropriate selection can be made EF XENA Base Global and Rsrc Calendar Name List Mo Base Calendar 1 Standard 5 Day Workweek Fell U s Days only Dan Workweek feed s DN Standard Standard 5 Day Workweek Select Provided by XENAUtilities com CA Base CA Base CA Base CA Base CA Base CA Base Standard 5 Day Workweek w Basic Holidays CA Base Page 33 Cancel E a joj
37. he Notebook Topic will be deleted from the XER and will not import into Primavera If Notebook Topics have the checkbox marked on in the Configuration screen only codes listed under the applicable Authorized Values list will be permitted in the output XER file See the Maintaining Authorized Values section earlier in this document The Delete Row button near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Provided by XENAUtilities com Page 34 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 5 Remove Function At times there is a need to remove certain selected types of data from an XER file before it is given to another area or another organization With the XENA XER tool users can select from a list of remove options When one or more of the remove options are checked XENA XER will remove the associated information Some settings automatically check or uncheck other settings to ensure data integrity Remove Options include a Remove Activity Progress b Remove Activity Steps c Remove Activity Relationships d Remove Activity Units select either Actual Planned Remaining or all e Remove Activity Costs select either Actual Planned Remaining Price Per Unit or all f Remove Expenses select either A
38. he Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Activity Code column on the far right shows how the Activity Code will be written in the new file To change an activity code or to map it to an activity code in your destination database simply edit this field to be the value desired Alternatively a prefix can be assigned to all the codes using the functionality on the General tab BB XENA Template Screen Licensed to AcceleratedPM fe x Template Name Test v7 to R8 1 AB Proj Date Last Modified joa 8 2011 9 07 PM Date Last Used 09 18 2011 9 07 PM Last Modified by Admin Admin General i ctiviy Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit OF Measure Resources Notebooks Original SER Values Revised XER Values Project ialen a ee ject v Last Import Activity Codes Val Scope oo Actions New Scope Shot Name Pri New Activity Code Auth Chale JAS Global Change x AS Global New CSI Code JAS Global Delete x x Missing Department JAS Global Don t Change gt 4S_Global xl f Department Missing Equipment Number JAS Global Don t Change x AS Global x f Equipment Number New Phase JAS Global Change 45_Globa Pr
39. hown in the Prefixes box Prefixes are automatically applied during import 1 Enter a Prefix and select the checkboxes the prefix should be applied to a Ifyou enter no prefix then the import will import all codes with an action of Don t Change b Ifyou enter a prefix and check one of the boxes Import will add a prefix to those codes such as Activity Codes and change the action to Change on all changed codes However if any codes were changed manually have already had an action of Change the prefix will not added Prefixes will only be added to codes that have an action of Don t Change c If different prefixes are needed for each type of code this can be accomplished by applying the prefix multiple times and checking unchecking code types such as Activity Codes For additional imports executed after the first import with the same template the prefixes will ONLY be applied to codes with an action of Don t Change Codes with an action of Delete or Change will not be affected by the Import process NOTE Whenever a prefix setting is changed the XER file must be re imported Provided by XENAUtilities com Page 20 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 ii Activity Codes Tab Click the Activity Codes tab to modify or view the Activity Codes Once an XER file has been imported the Activity Codes contained in the XER file will be displayed on this tab T
40. ied jos 21 2011 4 47 PM Date Last Used 09 28 2011 3 58 PM Last Modified by I General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Notebooks Original XER cuments and Settings T ech_Training_Files Primavera T esting_Import_Export sER_ 1 2 5 0 Baytwn CWS TA 9 21 11 xer Browse Revised XER Settings T ech_Training_Files Primavera T esting_Import_Export ER_v1 2 5 0 Baytwn CWS TA Prefix OUT 1 9 21 11 78 Browse Tl Prompt User before Overwrite Original Version Po Revised Version po H Projects in Original XER Original XER Date Prefixes Select Data that should be REMOVED from Revised XER Text Prefix s to Apply to New Values I Apply to Activity Codes Apply to Resources Tl Apply to Activity Code Values Apply to Notebooks C Remove Activity Progress Remove Activity Steps hn O Remove Activity Relationships Apply to Project Codes T Apply to Resource Codes T Apply to Calendars Tl Apply to UDF Types H O Remove Activity Units H C Remove Activity Costs O Remove Expenses H C Remove Other Costs O Remove Budgets T Apply to UOM O Remove Timesheets Remove Roles i C Remove Target and Remahing Durations Import Process Cancel 4 5 Go to the Original XER field and browse to the location of a sample XER file You can create one by performing an XER export from Primavera Format
41. ithin the Original XER file If you attempt to delete a Unit of Measure with the checkbox active you will be given the message below and blocked from retaining the Delete action If deletion is needed delete the resource save the template re open the template and mark the Unit of Measure for deletion prior to Importing the XER file ZENA Error Message 10249 3 x You cannot delete a Unit of Measure used in RSRE If a Unit of Measure is used in a resource and the resource is in the Revised XER file the resource has not been marked as delete but the Unit of Measure has been deleted when you Process the XER file you will be given 3 options as shown in the message below Itis best to Cancel and remedy the situation in the template before creating the Revised XER file In other words delete both the resource and the Unit of Measure or allow them both to remain If there are multiple occurrences the message will be displayed multiple times unless Cancel is selected warning a xl This RSAC record references a UMEASURE that is not being exported Skip export of this RSRC record Click Yes Skip this record but continue export process Click No Expork this record and continue export process Click Cancel Cancel export process RSRC Short Name Site M UMEASURE Wane Hour NOTE XER files will often contain thousands of unwanted records in the Units of Measure whereas there should never be more than a few dozen This corruption wi
42. lidays CA Base Select Cancel E a A Calendar cannot serve as its own Base Calendar Upon import P6 will give a circular calculation error XENA validation should prevent this A Project Calendar must reference a Project that is in the XER file The XER file must be imported into XENA XER for the Projects to be available The Prj will list the available projects to be selected XENA Template Screen Licensed to Accelerated PM Template Name Calendar Scope Testing Date Last Modified 06 12 2011 5 52PM Date Last Used 06 11 2011 1 03PM Last Modified by Admin Admin General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Notebooks Original XER Values Revised XER Values Base Calendar Project Short New Base New Project En N Actions New Scope Calendar Name BCal Short Name gt 1SHD 1 4 Day Schedule CA Project 508 5 Days x 8hrs TST Fillln Project Don t Change CA Project 508 5 Days x 8hrs 410GYL 4 Days x 9 hours G CA_Project 508 5 Days x 8hrs TST Fillln Project Change CA Rerec 508 5 Days x 8hrs 508 5 Days x 8hrs CA_Rstc Change CA Base 508R0B 5 Days x 8hrs Robi CA Rsrc M Don t Change CA_Rere M Calendar Scope New Calendar TST Fill In Project _ 1SHD 1 4 Day Schedule J 410GVL 4 Days x 9 hours 508 5 Days x Bhrs _ 508ROB 5 Days x Bhrs R JMEO
43. ll be imported to the destination Primavera database and in this manner spread almost like a virus This causes poor performance on the import and export process of the XER file XENA XER will automatically clean up the Units of Measure in your XER files The UOM should also be corrected in the source database Provided by XENAUtilities com Page 31 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 ix Resources Tab Click the Resources tab to modify or view the Resources Once an XER file has been imported the Resources contained in the XER file will be displayed on this tab The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Resource Short Name column on the far right shows how the Resource ID will be written in the output XER file To change a Resource ID or to map it to a Resource ID in your destination database simply edit this field to be the value desired or select from the Authorized Values list click under the Auth column Alternatively a prefix can be assigned to all the code using the functionality on the General tab General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Fesources Netehooks Original XER Values Revised XER Values ney esource Last Import Short Auth Status Name Standard CA Base Abraha
44. mM Admin Calendar Name Actions New Calendar Name sale Cal Resource Resource Long Short Name Name 100ft Crane 100ft Crane Standard Change AC Ace Corp 1 Standard 5 Day Workweek Change Standard CA Base Standard CA Base Construct Construction Departm 1 Standard 5 Day Workweek Change Contractors Construct Labor Labor Resources Standard Change Concrete Electren Electrician 1 Standard 5 Day Workweek Change f Elec Elev Inst Elevator Installer 1 Standard 5 Day Workweek Don t Change Elev Inst Engineers Engineering Department 1 Standard 5 Day Workweek Change PEngineering FCarp Klee ee ee be Facilities Capital Projects 1 Standard 5 Day Workweek Change Finisher Finisher 1 Standard 5 Day Workweek Delete 3 Delete Row Set ALL Resources to Delete The Actions column in the middle displays the action that will be performed on the Resource during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the Resource will be deleted from the XER and will not import into Primavera The Resources tab does allow duplicates in New Resource Short Name column If this column has duplicat
45. of ASO to wr 0 Test Wer a0 972772011 Admin Admir Copy OFU of M R80 to w7 0 Test grrr 922011 Admin Admin Add Template Use Template Delete Template Provided by XENAUtilities com Page 17 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 o Converting the XER file 1 General Tab A template that has been previously created can be used over and over This is useful when handling XER files repeatedly from the same source i e a specific contractor 1 From the Menu select Utilities then Import Export Analyzer 2 Select a Template and Click Use Template 3 To export a new XER file a Click Use Template button b A different updated Original XER can be selected c Make sure there is a valid export filename d Select the Primavera version number from the Revised Version dropdown list to match the destination Primavera database where the revised file will be imported e Click Process button then the Finish button BB XENA Template Screen Licensed to AcceleratedPM l Oj x Template Name Test v to R8 1 AB Proj Date Last Modified 09 18 2011 3 07F Last Modified by Date Last Used 09 18 2011 9 07 PM General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit OF Meas Resources Notebooks Original XER C Pocuments and Settings T ech_Training_Files Primavera T esting_Import_ExpereXER_v1
46. oject Level Code JAS Project AB TAB Don t Change xl AS Project xl AB TAB Project Level Code Missing Resp Discipline JAS Global Delete x xl Missing Responsibility JAS Global Don t Change AS Global Responsibility Missing SAP Number JAS Global Change AS Global New Work Order JAS Global Don t Change AS Global Work Order New a Delete Row Import Process A The Scope column in the left section shows whether each activity code is Global EPS or Project in its scope The New Scope column in the right section is used to change the new activity code to a different scope Usually this will be used to change an activity code from Global to Project When changing an activity code to Project scope the user MUST specify a New Project Short Name see the Prj button This simply indicates to which project in the XER file the activity code should be attached The Actions column in the middle displays the action that will be performed on the activity code during processing This will update automatically when changes are made to any of the columns in the right section It should not be changed manually To reset value the Delete Row and re import is preferred If the Actions column is changed to Delete then the activity code will be deleted from the XER and will not import into Primavera and any accompanying Activity Code Values will be deleted a
47. olidays New values can be added to a give list by selecting the Add button see XENA Calendar List Screen below displaying the Maintain Calendars window Enter the desired value and click on Save FE XENA Maintain Calendars Licensed to AcceleratedP o x Calendar Mame Desired Value close Provided by XENAUtilities com Page 14 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 XENA Calendar List Screen Licensed to Accelerated PM Enter Search Value Calendar Name UMM Standard 5 Day Workweek 13h d 24 hr x 7 day No Holidays 24 hr x 7 day No Hols 24hrs 2shift 408 4 Days x Shrs 410 4 Days x 10hrs 410G L 4 Day x I hours Garyville 410STP 4 Days x 9 hours St Paul 5 Day 24 hour Milestones only 508 5 Days x 8hrs 508det 5 days x 8 hours detroit 508R0B 5 Days x 8hrs Robinson 608 6 Days x Shrs 7 Day 24 hour 7 Days XX 24 Hours per Day No Holidays 7 x 24hr Days 7 Day Workweek 8Hours x 6 Days Bukom 5x8hr with Singapore Holidays Bukom Bam to 8pm 6day week Bukom 8am to 8pm 7day Week Calendar Name Paste Calendars from Clipboard The Paste Calendars from Clipboard button allows the user to add a group of calendars that were copied to the clipboard For example if the user copies a list of Calendar names into the clipboard by highlighting a group of calendars in Primavera copy from P6 will have a Header that should be deleted after the past
48. om Update Existing Update Existing Update Existing Keep Existing Keep Existing Keep Existing Keep Existing Keep Existing Keep Existing Keep Existing Keep Existing Update Existing Update Existing Update Existing Update Existing Update Existing Update Existing Update Existing Update Existing Update Existing Update Existing Update Existing Page 40 OQOOAAAAAAAAOOo KES Cancel Help September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Appendix A XENA Support Technical Support Paul Ciszewski Phone 920 883 9048 Email PCiszewski XENAUtilities com Application Support Terry Schaefer Phone 618 979 1114 Email TSchaefer XENAUtilities com Or Tom Brannan Phone 940 736 4888 Email torannan acceleratedpm com Provided by XENAUtilities com Page 41 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 Appendix B Primavera Technical Terms and Their Titles Introduction In some areas of the XENA XER Import Utility the technical term is used which may cause confusion This table will serve as a quick refernce between the technical terms and the titles as shown in Primavera Technical Term and location used in XENA Title in Primavera Provided by XENAUtilities com Page 42
49. on is installed by running the setup exe file in the XENA zip file Previous versions of XENA XER must be uninstalled before beginning e Due to the enhanced XENA file structures in the current version old templates from prior versions cannot be used in this version of XENA XER They must be recreated Provided by XENAUtilities com Page 7 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 If you are upgrading from an earlier version you should install the new version in the same location as the prior version When installing the XENA database the name assigned to the database must be unique Do not attempt to use the Primavera database XENA XER does not attach to Primavera or use the Primavera database For Windows 7 and Vista computers the permissions must be changed for the user to FULL access on the XENA folder ex c Program Files XENA or C Program Files x86 XENA Primavera P6 Import settings should be as described in this document section 6 Recommended Import Settings in Primavera NOTE On initial start up of XENA with SQL Server 2008 an Error may be displayed indicating that the SQL Instance is not available Click OK and wait 10 to 20 seconds The Database Setup Screen will be displayed then click on the Use Select Database option then select your Database Server then enter XENA as the Database Name The delays are due to requests to SQL Server and if SQL Server is not running yet it
50. onfiguration Limit Values to Authorized List ssesseersrerrsrrsrrrsrrrrrrrrsrrrrsrrrrrrrrssrrss rer sr ers ns 11 D Foren Lag UA BR S oanien ire a E N 12 j Modifying Labels and Messages cccccsscccccsssececceneccccaesececaueececceeceeeeeseceseusececsenecessugeeeetegeneeetas 12 k Maintaining Authorized Values sccccscsssssecsosssscncsserescousssestonssscneussrensousssesuonssseneusssensoussecsuonesss 13 Zi Authorized ValS cresine rinni a E A SA AN aS 16 m Adding a New Template vstcicccssecosascivennntdeasiceaetaceaganicesaidabeadsdnaranedaucionabnnhenaiabondncndasaieaaogarenaesinaraandoess 16 D COE TEMPO E e E E E ere eee 17 r COnvernine he XER Tile scires EEEE A 18 1 OTIC T TAD eena E A E A 18 iD ACU Codes TaD eE A R 21 See the Maintaining Authorized Values section earlier in this document This functionality is also available for Project Codes Resources Resource Codes Calendars UDF Types and Notebook TOPIC ae E E E E E E E E E E niomaanesacensecien 22 iii Activity Code Values Ta b sescssnenessrnrureressnrerurerensnrrerureresrererunerenrurrerurerenrererunersnrureenareerurerenuns 23 W 6 6 101 ode TI a E A eee eee 24 U Poue ode T 6 e E NORNAN 25 v C Nae T Deer E E 26 vii UDF Types Tab User Defined Fields sccsccsseocasavsasesacaseasuceventasensanssacbacesacvapaetearnenisudeaasnsbenusesanss 29 viii Unco Meie TOD a A E E E E A E 30 D RS OCIS TAI E E E E E E E 32 X Notebook Toe
51. or Out ser Record Count 697 Provided by XENAUtilities com Page 18 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 When an existing template is re used such as the next project update from a contractor the XER tool keeps track of the changes in the source XER file and notifies the user Differences Since Last Import Activity Code Differences New Items 0 Missing Items 2 Calendar Differences Mew Items 0 Missing Items 1 UDF Type Differences New Items 0 Missing Items 15 Notebook Differences New Items 0 Missing Items 3 Activity Value Differences New Items 0 Missing Items 3 All tabs have a Last Import Status field that displays New for any values new to the template as of the last import and displays Missing for any values not found in the most recent import are in the template If a value was renamed the new value will have a status of New and the old value will have a status of Missing General Activity Codes Activity Code Values Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Notebooks Original XER Values Revited XER Values New Project Calendar Name BCal Short Pri Name Base Global Project Calendar Short Actions New Scope New Base Global Name Name New Calendar Status a Standard 5 Day Workweek Standard 5 Day Workweek Fa 37 5 Hour Week Standard 5 Day Workweek oes 37 5 Hour Week 5 3rd 8hr
52. ptember 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 k Maintaining Authorized Values The XER tool allows any Admin user see Configuring Users to enter modify a predefined list of Authorized Values for Activity Codes Project Codes Resources Resource Codes UDF Types Notebook Topics and Calendars These predetermined values can be used to as a dropdown selection choice for the revised XER file or can be used as the required list to be contained in the revised XER files depending on the Configuration settings An Admin user can access and change settings in the Configuration window from the XENA Main Screen select Maintenance gt Configuration To limit revised output XER files to contain only values in a given authorized list check the checkbox next to the desired component to turn on the security feature XENA Co nfiguration gt lt Enforce Authorized values In Revised ER When sporting values to SER limit values to authorized list For Activity Codes For Project Codes For Resource Codes For Calendars For UDF Types For Resources For Notebooks Once the checkbox for a given component is checked on any attempt to save a template that contains values not in the Authorized Values will cause a notification and redirect the focus to the component not in the list Revised HEAR Values Last Import scot cs co New Project New Scope Short Name Pri S
53. s checkbox is selected Remove Activity Costs Planned is also selected Remove Activity Units Remaining Remaining Labor Units may display Budgeted Labor Units can also select Remove Activity Units Planned if not checked to assure values do not display Remaining Nonlabor Units may display Budgeted Nonlabor Units can also select Remove Activity Units Planned if not checked to assure values do not display When this checkbox is selected Remove Activity Costs Remaining is also selected Remove Activity Units Actual Actual Labor Units Actual Nonlabor Units Actual This Period Labor Units Actual This Period Nonlabor Units When this checkbox is selected Remove Activity Costs Actual is also selected Remove Activity Costs When this checkbox is selected all 4 checkboxes in this section are selected Remove Activity Costs Planned Budgeted Material Costs Budgeted Nonlabor Costs Budgeted Labor Costs all 3 may display values with remove selected can also select Remove Price per Units to assure no values display Remove Activity Costs Remaining Remaining Labor Cost and Remaining Material Cost may display values with remove selected can also select Remove Activity Costs Price per Units if not checked to assure values do not display Remaining Nonlabor Costs may display Budgeted Nonlabor Costs can also select Remove Activity Costs Planned if not checked to assure values do not display Remove Activity Costs Actual Actual Labor
54. s well Provided by XENAUtilities com Page 21 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 The Delete Row button will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Achvity Codes Val Scope The Val button to the right of each listed Activity Code View Values button is used for viewing the values that are assigned to that particular activity code This viewing option only works after an Import XENA XER does not store all the values in its DB Therefore if you are viewing an existing template and have not yet imported the XER file the View Values button will not show any values even though the Activity Codes are shown NOTE Importing a second time does NOT OVERWRITE existing data but it will add any additional code types that do not exist in the template If you wanted to re import selected items perhaps to get the original names delete the individual code type rows from the template then Import the file again The Auth button to the right of the New Activity Code column is can be used to list and allow selection of Approved Activity Codes General Activity Codes Activity Codkyalues Project Codes Resource Codes Calendars UDF Types Unit Of Measure Resources Ths ebooks
55. takes time to start SQL Server f Installation Note For detail of installation see the XENA XER Import Utility Installation Guide g Updating an Existing XENA XER installation To install a new XENA XER version to an existing XENA XER installation please follow these steps e Notify all XENA users to exit application and tell them to stay out of XENA XER until the update is complete e Backup you existing XENA XER database XENAUtilities com Mustang Technologies and Accelerated PM will not be responsible for lost data XENA users are responsible for backups Backups are performed from SQL Server o To backup run SQL Server and double click on Databases o Select the XENA database Please note the name of the XENA database is user defined so your database may not be called XENA o After selecting the database name click the right button and select Tasks then select Backup o Adda destination for the backup o Click OK o Ifthe backup was unsuccessful or you have difficultly doing the backup please contact your IT department your IT department may already have a backup process in place for your database e Uninstall XENA on each workstation You may want to install XENA XER and re install on 1 workstation before you install XENA onto every XENA XER workstation e Open the XENA Zip file and read the ReadMe Txt file for special installation instructions e Run Setup EXE in the XENA Zip file Th
56. ted PM e Itis best to copy and paste the key from the registration email XENA Registration Key Screen Enter Registration Key NOTE See XENA Support information at the end of this document for any questions Provided by XENAUtilities com Page 9 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 4 Using the XENA XER Utility a Configuring Users Note You will only be able to add users if you have a multiple user license Likewise the security function is enabled by your license When logging into XENA the first time login with the default user name of admin and with a password of admin ER XENA Login Screen UserName admin From the XENA Main Screen click on the Menu Maintenance and then Users As shown in the screen shot below this screen is used to add view and delete users for the XENA application To add a new user click the Add User button at the bottom XENA User List Screen Licensed to Accelerated PM Sel Le f n admin Admin Admin Terry Schaefer Terry Tom Brannan Tom Test 1 Users without the Admin rights below can view the authorized values list but cannot change them Non Admin users have full access to templates except as limited by Configuration settings and Authorized Values lists Non Admin users cannot access Database Setup or Load Messages Provided by XENAUtilities com Page 10 September 23 2011 XENA XER IMP
57. utton near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Provided by XENAUtilities com Page 25 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 vi Calendars Tab Select the Calendars tab to modify or view the Calendars Once an XER file has been imported the Calendars contained in the XER file will be displayed on this tab The Left Section of the tab shows the values imported from the XER file The Right Section of the tab shows the values that will be exported to the new XER file The New Calendar column on the far right shows how the Calendar will be written in the new file To change a Calendar or to map it to a Calendar in your destination database simply edit this field to be the value desired or click on the Auth button to maintain and select the predefined list of calendars Alternatively a prefix can be assigned to all the codes using the functionality on the General tab 2 5 x XENA Template Screen Licensed to AcceleratedPM Template Name Test v7 to 8 1 AB Proj Act Cal Rmv Most Chang Rest Date Last Modified 09 18 2011 3 07 PM Date Last Used oat 8 2011 9 07 PM Last Modified by Admin Admin General Activity Codes Activity Code Values Project Codes Resource Codes
58. y codes listed under the Authorized Values list for Calendars will be permitted in the output XER file See the Maintaining Authorized Values section earlier in this document The Delete Row button near the bottom of the template screen will clear the highlighted row from the template so that it can be refreshed with the next import of the original XER file or to remove that row from the template if it no longer exists in the original XER file Provided by XENAUtilities com Page 26 September 23 2011 XENA XER IMPORT UTILITY USER GUIDE V1 2 5 0 The Scope of a Calendar can be changed See the New Scope column in the Calendar Tab below If changing to a Project Calendar remember P6 suggests that a Global Base Calendar be assigned to a Project Level calendar Project calendars cannot be assigned to resources in P6 as this will cause significant problems in P6 The Resource tab now has the ability to re assign the resource calendar to assist in the calendar scope change process To assign a Base Calendar or no Base Calendar to a Project Calendar click the BCal button on the applicable row The Calendar Name List window will appear for selection FF XENA Base Global and Rsrc Calendar Name List No Base Calendar 1 Standard 5 Day Workweek C4 Base s10 Days only C4 Base Day Workweek CA Base feed s DYN CA Base Standard CA Base Standard 5 Day Workweek C4 Base Standard 5 Day Workweek we Basic Ho
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