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Technical Paper #4 HOW TO SET UP A DIRECT LINK BETWEEN PRIMAVERA PROJECT MANAGER 5

Technical Paper #4

HOW TO SET UP A DIRECT LINK BETWEEN PRIMAVERA PROJECT MANAGER 5 AND NAVISWORKS

Timo Hartmann t.hartmann@ctw.utwente.nl

COPYRIGHT © 2009 VISICO Center, University of Twente visico@utwente.nl

How to set up a direct link between Primavera Project Manager 5 and Navisworks?

timoh@stanford.edu

This document describes how to set up a direct link between Primavera Project Manager 5 and Navisworks. Activities from a Primavera Project Manager database can be directly accessed in Navisworks Timeliner and be linked to 3D geometry to create a 4D model. The main advantage of such a direct link is that changes within the schedule can be updated within Navisworks Timeliner directly without the need to export a schedule file (.mpx) from Primavera that need to be copied on the machine running Navisworks. However, this document only describes the set-up on how to establish the direct link for a local installation of Primavera Project Manager 5 on the same machine than Navisworks.

Installation of the Primavera 5.x Software Development Kit (SDK)

To be able to access the Primavera Project Manager 5 database the Primavera SDK has to be installed as a first step.

Follow these steps to install the 5.x SDK:

Let the installation CD startup via autorun or run Setup.exe from the CD.

If any 5.x components have not been installed yet, you will get the following screen:

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Choose ‘Install Client Applications’. Skip to step 3 below. However, if the client/server or another

Choose ‘Install Client Applications’. Skip to step 3 below.

However, if the client/server or another 5.x component was already installed, you will be given the option to modify the current installation.

was already installed, you will be given the option to modify the current installation. Select Modify

Select Modify and click Next.

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Select the option for Software Development Kit under Other Components. Click Next. Note: DO NOT UNCHECK the Primavera Client Applications. That will uninstall the client.

Client Applications. That will uninstall the client. Since the Client applications are already on the computer,

Since the Client applications are already on the computer, you have already specified the default locations of the program folders. Skip to step 12 below.

If MDAC 2.8 or later is not on the computer, you will be prompted to install it. Click OK. If MDAC 2.8 is on the computer, skip to step 4 below:

OK. If MDAC 2.8 is on the computer, skip to step 4 below: Accept MDAC’s license

Accept MDAC’s license agreement: (Note: If prompted to restart, you can choose to manually restart and go through with the rest of the Primavera 5.0 install. Then restart once done installing 5.0.)

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Welcome screen comes up, click Next. 4

Welcome screen comes up, click Next.

Welcome screen comes up, click Next. 4

4

Enter Product code then click Next.

Enter Product code then click Next. 5

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Choose to accept the License agreement then click Next.

Choose to accept the License agreement then click Next. Choose Custom then click Next. 6

Choose Custom then click Next.

Choose to accept the License agreement then click Next. Choose Custom then click Next. 6

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Select the Destination folder (it is recommended to keep the default C:\Program Files\Primavera) then click Next.

the default C:\Program Files\Primavera) then click Next. Select the Destination Common Files folder (it is

Select the Destination Common Files folder (it is recommended to keep the default C:\Program Files\Common Files\Primavera Common) then click Next.

Files folder (it is recommended to keep the default C:\Program Files\Common Files\Primavera Common) then click Next.

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Select the Software Development Kit then click Next.

Select the Software Development Kit then click Next. Select the Program folder that you want or

Select the Program folder that you want or keep the default of Primavera.

Click Install to begin the installation.

Next. Select the Program folder that you want or keep the default of Primavera. Click Install

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The Software Development Kit will begin installing:

The Software Development Kit will begin installing: An instruction box will appear. OK. Please read the

An instruction box will appear. OK.

Please read the instruction box entirely, and then click

Kit will begin installing: An instruction box will appear. OK. Please read the instruction box entirely,

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Creating a Primavera SDK link to the Primavera Project Manager 5 database.

Before the Navisworks timeliner can access the Primavera Project Manager 5 database a database connection needs to be configured. After the installation of the SDK the installation program automatically starts Primavera’s database connection wizard. This section describes how a connection to the MSSQL database of a local Primavera Project Manager 5 installation needs to be configured.

Select Microsoft SQL Server/MSDE in the Software Development Kit driver type combo box. Press Next.

to be configured. Select Microsoft SQL Server/MSDE in the Software Development Kit driver type combo box.

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Enter the Host name (if database values have not changed during installation of during another setup of the database the standard is localhost\primavera) and the database name (if database values have not changed during installation of during another setup of the database the standard is localhost\primavera).

setup of the database the standard is localhost\primavera). Under database alias enter PMSDK. Then enter you

Under database alias enter PMSDK. Then enter you public login information. For a

standard Primavera Project Manager 5 installation this should be Username: pubuser

Password: pubuser

Public Group ID: 1

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Validate the database configuration and press Next.

Validate the database configuration and press Next. The Database Configuration ‘Connection Succesful’ screen should

The Database Configuration ‘Connection Succesful’ screen should pop up. Finish the database configuration by pressing the Finish button.

‘Connection Succesful’ screen should pop up. Finish the database configuration by pressing the Finish button. 12

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Add a description in the Primavera Software Development Kit Setup box for the new database and finish the installation by pressing the OK button.

and finish the installation by pressing the OK button. After all these steps you should be

After all these steps you should be able to establish direct links to the Primavera Project Management 5 database within Navisworks.

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Creating the direct connection within Navisworks

In the Navisworks Timeliner right click and select Add Link->Primavera Project Managerment 4/5.

and select Add Link->Primavera Project Managerment 4/5. In the Primavera DSN Data Source Login dialog select

In the Primavera DSN Data Source Login dialog select Primavera SDK. For a standard Primavera Project Management 5 installation the User Name and the Password should be admin. Press Ok.

For a standard Primavera Project Management 5 installation the User Name and the Password should be

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In the Select Primavera Project dialog select the project whose schedule you want to import into Navisworks. Press OK.

In the Select Primavera Project dialog select the project whose schedule you want to import into

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Map the fields

‘Task Type import field’ to ‘Global Unique ID’

‘Start Date import’ field to ‘Actual Start’

‘End Date import field’ to ‘Actual Finish’

‘Planned Start’ to ‘BL Start’

‘Planned End’ to ‘BL Finish’

to ‘BL Start’ ∑ ‘Planned End’ to ‘BL Finish’ Select ‘Rebuild Task Hierarchy from Link’ to

Select ‘Rebuild Task Hierarchy from Link’ to update the Tasks on the Tasks Tab.

Hierarchy from Link’ to update the Tasks on the Tasks Tab. Start linking the using the

Start linking the using the ‘How to create a 4D model in Navisworks’ guide.

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