Unifier Installation and Setup Guide for WebLogic ... · The Unifier Installation and Setup Guide for WebLogic Application Server describes how to: Set up the Primavera Unifier servers

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Oracle Primavera Unifier Installation and Setup Guide for WebLogic Application Server

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Legal Notices

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Contents

Legal Notices ........................................................................................................................ 2

Introduction .......................................................................................................................... 5 Contacting Customer Support ............................................................................................ 5 Primavera Unifier Overview ............................................................................................... 6 Primavera uDesigner Overview ......................................................................................... 6

Installation Prerequisites ..................................................................................................... 7 Installing WebLogic ............................................................................................................ 7 Installing JRockit ................................................................................................................ 8 Installing Oracle HTTP Server (OHS) ................................................................................ 8 Installing AutoVue .............................................................................................................. 8

Primavera Unifier Installation Steps for First Time Install ................................................. 9

Downloading and Installing Primavera Unifier ................................................................... 9

Configuring the Database Server ...................................................................................... 11 Configuring the Oracle Database Server.......................................................................... 11 Configuring the SQL Database Server ............................................................................. 12

Configuring WebLogic for Primavera Unifier ................................................................... 12 Creating a WebLogic Domain for Primavera Unifier ......................................................... 12 Starting and Stopping the Admin Server .......................................................................... 13

Starting the WebLogic Admin Server for Primavera Unifier ......................................... 13 Starting WebLogic on Windows Platforms ..............................................................13 Starting WebLogic on UNIX Platforms ....................................................................14

Stopping the WebLogic Admin Server for Primavera Unifier ........................................ 14 Stopping WebLogic on Windows Platforms.............................................................14 Stopping WebLogic on UNIX Platforms ...................................................................14

Installing and Configuring the Reports Server (Optional) ............................................... 15

Installing Oracle WebCenter Content (Optional) .............................................................. 15

Installing AutoVue Server .................................................................................................. 17 Install AutoVue................................................................................................................. 17 Configuring for AutoVue ................................................................................................... 18 Deploying Custom GUI AutoVue Applets ......................................................................... 18

Configuring Primavera Unifier Using the Configurator ................................................... 19 Changing Unifier Configurator Settings ............................................................................ 19

General Tab ................................................................................................................ 19 Repository Tab (WebCenter Content) ......................................................................... 20 Repository Tab (Network File System) ........................................................................ 21 Repository Tab ( Sharepoint) ...................................................................................... 22 Repository Tab (CMIS) ................................................................................................ 23

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Unifier Installation and Setup Guide for WebLogic Application Server

Database Tab (Oracle) ................................................................................................ 23 Database Tab (MS SQL Server).................................................................................. 24 Email Tab .................................................................................................................... 25 Markup Server Tab...................................................................................................... 26 Report Tab .................................................................................................................. 26 Geo Map Tab .............................................................................................................. 26 Saving the Configuration Data ..................................................................................... 26

Configuring WebLogic as a Service on Windows and Linux (Optional) ............................ 27 Configuring WebLogic as a Service on Windows ........................................................ 27 Configuring WebLogic and OHS as a Service on Linux 64-bit ..................................... 27

Starting and Stopping Primavera Unifier .......................................................................... 28 Editing Configuration Data ............................................................................................... 29 Copying the Configuration Data File ................................................................................ 29

Configuring the OHS Web Server ...................................................................................... 31 Configuring the Oracle HTTP Server (OHS) .................................................................... 31

SSL Certificate ............................................................................................................ 32 Data Backup Recommendations ................................................................................. 32

Deploying Primavera Unifier in WebLogic ........................................................................ 33 Deploying Primavera Unifier Using an EAR File ............................................................... 33 Adding Primavera Unifier as a WebLogic Application....................................................... 33 Deploying Primavera Unifier to a WebLogic Cluster ......................................................... 34

Deploying Primavera Unifier Online Help ......................................................................... 34

Launching Primavera Unifier ............................................................................................. 35 Starting Primavera Unifier for the First Time .................................................................... 35 Installing Primavera Unifier Applications .......................................................................... 35

Installing Additional Applications ................................................................................. 37

Appendix A: Installing a Service Pack .............................................................................. 39

Appendix B: Archiving Projects ........................................................................................ 41

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The Unifier Installation and Setup Guide for WebLogic Application Server describes how to:

Set up the Primavera Unifier servers and third party services. The requirements include: Oracle 9i, 10g, 11g, or SQL Server 2000, 2005, 2008 database server Oracle WebLogic Primavera Unifier Application / Web Server AutoVue Server Oracle HTTP Server (OHS) Reports Server (Optional) Oracle Maps (Optional) Oracle WebCenter Content (Optional)

Install and configure Primavera Unifier components

This guide is intended for IT professionals who are installing and configuring the server environment for Primavera Unifier and who are supporting Primavera Unifier users.

For the full list of system requirements and versions, see the Configuration Information document under "Installation and Configuration Documentation" in the Primavera Unifier 9.13 Online Documentation Library on the Oracle Technology Network (OTN).

Note: Primavera uDesigner is a companion module to Primavera Unifier and is installed automatically with Primavera Unifier.

In This Section

Contacting Customer Support ................................................................................... 5 Primavera Unifier Overview ....................................................................................... 6 Primavera uDesigner Overview ................................................................................. 6

Contacting Customer Support

If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help, go to:

http://support.oracle.com

This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

Introduction

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Unifier Installation and Setup Guide for WebLogic Application Server Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/us/support/contact-068555.html or visit http://www.oracle.com/us/corporate/accessibility/support/index.html if you are hearing impaired.

Primavera Unifier Overview

Designing, building, and managing facilities requires extensive collaboration between numerous, often geographically dispersed, disciplines and entities. Throughout the process, from conceptual design to facility operations, access to accurate, up-to-date information is critical to the success of a project and facility.

Oracle Primavera's Primavera Unifier is an integrated platform that optimizes business processes and creates visibility to enable customers to better manage all of the communications and information required to successfully manage a facility throughout the lifecycle.

Primavera Unifier is a system for managing the flow of information in projects or shells, providing a seamlessly automated and integrated environment across the lifecycle of your company's facilities, from planning, design, procurement, construction and into operations and maintenance. It provides real-time visibility across multiple projects or shells to help your company make fast, accurate decisions.

Primavera Unifier lets you track and manage information such as budgets, project or shell members, specifications, requests for information, and shared documents. You decide who has access to the information, which team members are allowed to approve changes to the information, and how information flows between people.

Oracle Primavera's solutions automate manual processes and pull together information from various point systems typically used on a portfolio of projects or shells. Through Primavera Unifier, executives and project or shell team members can better manage all data and business processes in one centralized system, while reducing the reliance on older technologies such as e-mail, fax, and desktop applications.

Primavera Unifier was designed from the ground up specifically for the facility owner, based upon our industry domain expertise and knowledge of best practices combined with direct customer input gathered over decades of client interaction. The result is a robust set of capabilities with an intuitive, easy-to-use interface. Primavera Unifier enables leading owners and operators to increase enterprise efficiencies, reduce project and operating costs, enhance visibility, and improve time-to-market.

Primavera uDesigner Overview

Primavera uDesigner is a functional module of Primavera Unifier and is enabled automatically when a "product/application" is installed.

Primavera uDesigner provides a flexible and sophisticated design tool for those customers who want to create and publish their own customized business processes (BPs).

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Installation Prerequisites

Once a business process has been created and completed in Primavera uDesigner, it can be tested on a Primavera Unifier staging environment. A Primavera Unifier staging environment is a Primavera Unifier server deployed without checking the "Production" configuration checkbox in the Configurator. (You select this staging and production environments in the Unifier Configurator.) The staging environment allows each business process to be tested for completeness and functionality. After the business process has been tested and meets your requirements, it can then be imported into the Primavera Unifier production environment and used by active Primavera Unifier users.

Note: Primavera uStage is a testing Environment that replicates the Primavera Unifier production environment. It must be set up just like production. Business processes can be deployed multiple times on Primavera uStage.

The Company Administrator has the access to uDesigner only when the Unifier Server Type is set to Staging mode. If the Server Type is set to Production mode, the administrator will be able to import the business processes and designs but will not be able access the uDesigner tool.

Create an installation account on the server that has full administration privileges. You will need to use this account for maintenance and upgrades.

The following are also prerequisites:

Installation of the supported versions of WebLogic, JRockit, and JDK. Installation of the supported version of Oracle HTTP Server (OHS) Installation of an Oracle or Microsoft SQL database

See the Tested Configurations document for the supported versions.

Installing WebLogic

You will need to install WebLogic 11g to deploy Primavera Unifier. For supported version levels, see the Tested Configurations document. Also, consult WebLogic’s documentation for installation instructions. Visit http://docs.oracle.com/cd/E23943_01/wls.htm

WebLogic JDK WebLogic 11g automatically installs Oracle JRockit and Sun Java 2 JDK version 6.0 for Windows; however, specific versions are supported based on your configuration. For a list of tested configurations for Primavera Unifier, see the Tested Configurations document.

These guidelines were current at the time of publication:

You must use a supported version of a JDK.

Installation Prerequisites

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Unifier Installation and Setup Guide for WebLogic Application Server To use JRockit, you must have JRockit for Java SE 6. The Microsoft Windows and Linux

platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For more information, see the Primavera Unifier Media Pack Readme and http://docs.oracle.com/cd/E23943_01/wls.htm

Installing JRockit

WebLogic 11g automatically installs Oracle JRockit and Sun Java 2 JDK version 6.0 for Windows; however, specific versions are supported based on your configuration. For a list of tested configurations for Primavera Unifier, see the Tested Configurations document.

These guidelines were current at the time of publication:

You must use a supported version of a JDK. To use JRockit, you must have JRockit for Java SE 6. The Microsoft Windows and Linux

platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For more information, see the Primavera Unifier Media Pack Readme and http://docs.oracle.com/cd/E23943_01/wls.htm

Installing Oracle HTTP Server (OHS)

You will need to install the Oracle HTTP server (OHS) to deploy Primavera Unifier. For supported version levels, see the Tested Configurations document. Also, consult the Administrator's Guide for Oracle HTTP Server document for installation instructions. Visit http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm (http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm).

Installing AutoVue

AutoVue installation is mandatory if you plan to use Unifier‘s Markup feature, also referred to as redlining. For more details, refer to the section, Installing AutoVue Server (on page 17), in this guide, and the Tested Configurations document on the Oracle Technology Network site.

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http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm

Primavera Unifier Installation Steps for First Time Install

These steps are provided as a reference for the installation and configuration process for a first time installation. Each step corresponds to a section in this guide. It is recommended that you follow the steps in this order.

Note: Before you begin: If you don’t already have one, create an installation account that has full administration privileges for the server. (This account is needed for maintenance and upgrades.)

Step 1 — Download and install Primavera Unifier.

Step 2 — Configure the Database Server. (This step must be completed before configuring Primavera Unifier; this information will be used later during database configuration within Unifier Configurator.)

Step 3 — Configure WebLogic for Primavera Unifier.

Step 4 — Install and configure the Reports Server. (Optional)

Step 5 — Install Oracle WebCenter Content. (Optional)

Step 6 — Install AutoVue Server.

Step 7 — Configure Primavera Unifier. (Change settings using Unifier Configurator)

Step 8 — Configure the Web Server.

Step 9 — Deploy Primavera Unifier in WebLogic.

Step 10 — Launch Primavera Unifier and install Primavera Unifier applications.

To download Unifier:

1) Go to Oracle Software Delivery Cloud. 2) Download Primavera Unifier R9.13 for <platform> folder and extract the contents.

where Primavera Unifier R9.13 for <platform> is the name of the media pack. 3) Extract the unifier_9.13.0.0.zip file to a known location, such as \home\unifier.

Primavera Unifier Installation Steps for First Time Install

Downloading and Installing Primavera Unifier

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This section describes how to configure the Oracle and SQL database server.

In This Section

Configuring the Oracle Database Server ................................................................. 11 Configuring the SQL Database Server .................................................................... 11

Configuring the Oracle Database Server

The following is an overview of the steps required to configure the Oracle database for use with Unifier. Refer to your Oracle documentation for more information and specific instructions.

To configure the Oracle database for use with Primavera Unifier 1) Create an instance for the database.

Note: You can accept the defaults except for the following: Ensure to set encoding to Unicode (UTF-8).

2) Create a user account on the newly created database. For successful Primavera Unifier/uDesigner installation, make sure ample free space (at least 2GB) is available for the default tablespace where the new user will be located.

3) Grant the new user with "connect, resource, create view, and create table" privileges.

Note: This information will be needed later for setting database information within the Unifier Configurator (under the Database tab).

For example: create user unifier identified by unifier

temporary tablespace temp default tablespace users;

grant connect, resource, create view, create table to unifier;

Note: Ensure that maximum open cursor in Oracle DB is set to 1000, or above.

Configuring the Database Server

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Configuring the SQL Database Server

The following is an overview of the steps required to configure the Microsoft SQL database for use with Unifier. Refer to your SQL documentation for more information and specific instructions.

To configure the Microsoft SQL database for use with Unifier 1) Create a new database to be used with Unifier.

Note: You can accept the defaults.

2) Create a user account for the newly created database. 3) Use the default SQL configuration. You need to assign the user as db_owner or Unifier will not

work.

Note: This information will be needed later for setting database information within the Unifier Configurator (under the Database tab).

This section describes how to configure WebLogic for Primavera Unifier. It includes:

Creating a WebLogic domain for Primavera Unifier Starting and stopping the admin server Configuring WebLogic as a service on Windows and Linux

Creating a WebLogic Domain for Primavera Unifier

To create a WebLogic Domain:

1) Run the WebLogic Configuration Wizard. 2) In the Welcome window:

a. Select Create a new WebLogic domain. b. Click Next.

3) In the Select Domain Source window, click Next to accept the default selections. 4) In the Specify Domain Name and Location:

a. Enter the domain name. b. Enter the domain location. c. Click Next.

5) In the Configure Administrator User Name and Password window: a. Enter the user name and password to be used for the WebLogic AdminServer processes. b. Click Next.

6) In the Configure Server Start Mode and JDK window:

Configuring WebLogic for Primavera Unifier

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Configuring WebLogic for Primavera Unifier

a. In the left pane, select Production Mode. b. In the right pane, select the JRockit you installed earlier. c. Click Next.

7) In the Select Optional Configuration window: a. Select the Administration Server option. b. Click Next.

8) (Optional) In the Configure the Administration Server window: a. Select the SSL enabled option and set the SSL listen port if you are enabling Secure

Sockets Layer communication. See http://download.oracle.com/docs/cd/E12840_01/wls/docs103/secmanage/ssl.html for more details on setting SSL for WebLogic.

Note: Oracle recommends you always use SSL in a production environment for secure communications.

b. Click Next. 9) In the Configuration Summary window, click Create.

If given the option, you can click Done now. Otherwise, continue to the next step. 10) If you are using Windows, in the Creating Domain window:

a. Select Start Admin Server. b. Click Done.

11) When prompted, enter the administrator user name and password that you entered above.

Starting and Stopping the Admin Server

To deploy the Primavera Unifier application in WebLogic, you will need to start the Admin Server. This section also includes information on stopping your Admin Server.

Starting the WebLogic Admin Server for Primavera Unifier

Follow the instructions below to start the WebLogic Admin Server for Primavera Unifier.

Starting WebLogic on Windows Platforms To start WebLogic on Windows:

1) From the Start menu, navigate to the Oracle WebLogic submenu. 2) Choose User Projects, domain, Start Server. 3) If prompted for a user name and password in the WebLogic console window, type in the

administrative user name and password you specified when creating the domain.

Note: If you turned on the WebLogic precompile option, the WebLogic console displays "Server started in RUNNING mode" when precompiling finishes. For detailed information about turning on precompilation, see your WebLogic Server documentation.

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Starting WebLogic on UNIX Platforms To start WebLogic on UNIX platforms:

1) Change to the weblogic_home/user_projects/domains/your_domain directory. 2) Run the startWebLogic.sh script. 3) If prompted for a user name and password in the WebLogic console window, type in the


Note: If you turned on the WebLogic precompile option, the WebLogic console displays "Server started in RUNNING mode" when precompiling finishes. For detailed information about turning on precompilation, see your WebLogic Server documentation.

Stopping the WebLogic Admin Server for Primavera Unifier

When you are finished working in the WebLogic Administration Console, use the instructions below to stop the WebLogic Admin Server for Primavera Unifier.

Stopping WebLogic on Windows Platforms To stop WebLogic on Windows:

1) From the Start menu, navigate to the Oracle WebLogic submenu. 2) Choose User Projects, domain, Stop Server. 3) If prompted for a user name and password in the WebLogic console window, type in the


Note: The WebLogic console window that opened when you started WebLogic will close automatically when it has shutdown.

Stopping WebLogic on UNIX Platforms To stop WebLogic on UNIX platforms:

1) Change to the weblogic_home/user_projects/domain directory. 2) Run the stopWebLogic.sh script. 3) If prompted for a user name and password in the WebLogic console window, type in the


Note: The WebLogic console window that opened when you started WebLogic will close automatically when it has shutdown.

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Consult your Oracle documentation for instructions on installing the Oracle Business Intelligence Publisher 11g Release 1 (11.1.1.6). For configuration information for integrating Unifier and BI Publisher, see the Configuring BI Publisher for Primavera Unifier document.

Consult your Oracle documentation for instructions on installing the Oracle WebCenter. For configuration information for integrating Unifier and WebCenter content, see the Connecting the Content Repository to Primavera Unifier document.

Installing and Configuring the Reports Server (Optional)

Installing Oracle WebCenter Content (Optional)

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AutoVue installation is mandatory if you plan to use Unifier‘s Markup feature, also referred to as redlining. When attaching documents to a Business Process form, you can add markups, such as text notes or graphical elements, to the document, which display directly on the document but do not alter it.

Notes: You must have a license to install AutoVue.

The AutoVue server is very CPU-, I/O-, memory-, and graphics-intensive. Ensure that the machine running the AutoVue server is not being used for other applications. For optimal performance, Oracle Primavera recommends that the machine running the AutoVue server should not be used by other applications.

This section includes:

Install steps for AutoVue Configuration for AutoVue Deploying Custom GUI AutoVue applets

In This Section

Install AutoVue ........................................................................................................ 17 Configuring for AutoVue .......................................................................................... 18 Deploying Custom GUI AutoVue Applets ................................................................. 18

Install AutoVue

Proceed as follows to download and install AutoVue:

1) Go to the Oracle Software Delivery Cloud. 2) Select the product pack: Oracle AutoVue. 3) Select the applicable platform: Windows or Linux. 4) Proceed as follows for Linux:

a. Select this link: Oracle AutoVue 20.2.2 Media Pack for Linux x86. b. Download Oracle AutoVue 2D Professional 20.2.2 for Linux x86.

5) Proceed as follows for Windows: a. Select this link: Oracle AutoVue 20.2.2 Media Pack for Microsoft Windows (32-bit). b. Download Oracle AutoVue 2D Professional 20.2.2 for Microsoft Windows 32-bit.

6) After download, extract the zip file and go to this directory: \AutoVue_2DPRO_20_2_2\ClientServerDeployment.

Installing AutoVue Server

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Unifier Installation and Setup Guide for WebLogic Application Server 7) For Windows, run the InstallClientServer.exe and follow the installation wizard steps, but be

aware of the following: For authentication mechanism select Configure later (Manual Configuration) For SSL configuration select Configure later (Manual Configuration)

8) For Linux, run the InstallClientServer_lin.bin file and follow the installation wizard steps.

Configuring for AutoVue

After downloading and installing AutoVue, configure AutoVue for Unifier using the Unifier Configurator.

Enter information in the following tabs of the Unifier Configurator:

In the General Tab, enter the Server internal URL field. In the Markup Server Tab, complete all fields in this tab.

Deploying Custom GUI AutoVue Applets

AutoVue provides the option of customizing third party graphical user interface (GUI). The following custom AutoVue GUI applets are provided for Unifier:

default.gui defaultcons.gui defaultNoMarkup.gui defaultview.gui

Complete the following steps to deploy the custom GUI applets.

1) Follow the recommendations in the Installation and Configuration Guide Oracle AutoVue 20.2.2, Client/Server Deployment (http://docs.oracle.com/cd/E37436_01/otn/docset.html).

2) Download and unzip the AutoVueMenus.zip file into the location specified in the jvueserver.users.directory parameter in the <AutoVue install dir>\bin\jvueserver.properties file.

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http://docs.oracle.com/cd/E37436_01/otn/docset.html

This section describes how to use the Unifier Configurator to configure Primavera Unifier.

In This Section

Changing Unifier Configurator Settings ................................................................... 19 Configuring WebLogic as a Service on Windows and Linux (Optional) .................... 27 Starting and Stopping Primavera Unifier .................................................................. 28 Editing Configuration Data ....................................................................................... 29 Copying the Configuration Data File ........................................................................ 29

Changing Unifier Configurator Settings

The Primavera Unifier environment is configured through the Unifier Configurator window. To change settings in Unifier Configurator:

1) Open the WebLogic directory inside the Unifier Home folder. 2) Proceed as follows only if the setenv.bat file (if using Wiindows) or the setenv.sh file (if using

Linux) was not already edited, as discussed below: Set the domain_home variable to specify the path of the domain home folder that will be

used by Unifier. Set the admin url variable to specify host name and port number used by the Unifier

domain. Set the java_home variable to the JRockit installed directory.

3) Save the file. 4) Run configure.bat (if using Windows) or configure.sh (if using Linux). 5) In the Unifier Configurator window, configure the settings for each of the tabs as described in

the following topics.

General Tab

Server Type: The setting that defines the mode Unifier server is running.

Set Server Type to Production if this Unifier installation is acting as the Unifier production environment.

Set Server Type to Staging if this Unifier installation is acting as the staging server for testing of business processes and other Unifier designs and configurations.

Configuring Primavera Unifier Using the Configurator

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Note: You must set the Server Type to Staging if you want to modify uDesigner documents. If you do not select Staging, you will not be able to edit uDesigner documents as these documents are read-only in the Production Server.

Server Internal URL: Enter the internal URL address of this Unifier server (HTTP), including the port number of the application server instance (for example, http://host1.example.com:8008). Select the option Setup IBM HTTP Server Administration Server (with port 8008). This URL is used by the BI Publisher and Markup servers to communicate with Unifier.

Login Session Timeout: Login Session Timeout is used to control the amount of time a user can be idle before having to log back into Unifier. The unit is seconds. For security reasons, the recommended timeout setting is between 30 minutes and 4 hours.

Late Notice Interval: Interval, in minutes, used by the internal job server for notification tasks. The suggested interval is 15 minutes. A very small interval may degrade performance.

Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log into the system. The recommended setting is 400.

Background Job Disabled: Determines whether the Unifier background job is disabled.

OIM/OAM Enabled: Determines whether integration of Primavera Unifier with Oracle Identify and Access Manager is enabled.

SSO Logout: Enter the logout URL for Oracle Access Manager Single Sign On Configuration.

UPK Help URL: Enter the URL where the User Productivity Kit (UPK) help content is to be hosted (as a generic example, http://servername/contextroot, or as a specific example is http://localhost/unifierupk).

Unifier Help URL: To deploy a local version of the Unifier online help, enter the URL where the help file is to be hosted. By default, the online help is deployed from the Oracle Technology Network site.

Temporary Directory: Enter the temporary directory for Unifier server operations.

Repository Tab (WebCenter Content)

This topic applies when you select WebCenter Content for the File Repository field.

There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network.

File Repository: Select WebCenter Content.

WebCenter Content Server Host: This is the IP address of the WebCenter Content server.

WebCenter Content Server Port: This is the port of the WebCenter Content server.

WebCenter Content User: This is the user who will add documents through the API. The user should exist in the WebCenter Content server.

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WebCenter Content Root Folder: The root folder in WebCenter Content under which all Unifier folders will be created. When no root folder is specified, all folders will be created under "Contribution Folders."

Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to ‘see’ data previously entered.

These repositories, in addition to your database, should be backed up regularly.

When naming the folders, be sure there are no spaces in the folder names.

These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment.

Index Directory: This folder is for index files used in Document Manager search function.

Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving" for more information about archiving.)

Archive Temp Directory: For temporary archived files. Default value is d:\temp.

Report Directory: The pathname where report files are stored.

Web Service Audit Directory: This folder stores files for Web Services calls.

Dashboard Data Directory: This folder stores the .swf and XML files used with custom dashboards.

Log File Directory: The folder where the log files are stored.

Repository Tab (Network File System)

This topic applies when you select Network File System for the File Repository field.

There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network.

File Repository: Select a Network File System from the drop-down list. Options include:

CMIS - Refer to the Repository Tab (CMIS) for detailed information Sharepoint - Refer to the Repository Tab (Sharepoint) for detailed information.




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Unifier Installation and Setup Guide for WebLogic Application Server File Directory: Enter (or Browse to) the path where uploaded or attached files are stored. This repository is for storing documents within the Document Manager, such as drawings, plans, Word documents, etc. These files will be available for viewing or attaching to business process forms within Unifier. It also stores imported schedule files.

Caution: These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment.

Repository Tab ( Sharepoint)

The following fields display when you select Sharepoint in the File Repository field.

SharePoint Login Name: Login user name to the machine where SharePoint is installed.

SharePoint Password: Password for the SharePoint login name.

SharePoint Host Name: Machine name or IP address of the SharePoint server.

SharePoint Domain: The domain where the SharePoint server resides.

SharePoint URL: URL for the document library. Example format http://<hostname>/<SiteName>/<Library name>. For example, http://slc05gmf/unishare/UnitTestLib_1

SharePoint Web Service URL: The URL of the Web Service used to connect P6 EPPM to SharePoint, as specified when you configured SharePoint. The URL includes the machine name (or IP address) of the content repository server, port number of the server, and web service name. Example format http://<hostname>:<port>/WS_FPRPC (http://slc05gmf:81/WS_FPRPC).

SharePoint Repository Root URL: The URL of an external document library.






Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving" for more information about archiving.)






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Repository Tab (CMIS)

The following fields display when you select CMIS in the File Repository field.

CMIS Login Name: Enter the user name for your content repository.

CMIS Password: Password for the CMIS login name.

CMIS Repository Name: The content repository name.

CMIS Documentation Home: The documentation home.

CMIS WS URL: The URL for your web services home.






Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving Projects" for more information about archiving.)






Database Tab (Oracle)

The information entered in this tab is based on your earlier database and user account creation.

Database Type: Select Oracle.

Host Name: Enter the host name of the computer where you installed the database.

Instance ID: Enter the Instance ID for the database. For example, sample.

Note: Enter a forward slash (/) to specify the Instance ID for an Oracle RAC database. For example, /sample.

Port: Enter the Port number to be used by Unifier to communicate with the database (for example, 1521).

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Unifier Installation and Setup Guide for WebLogic Application Server User Name: Enter the database login user account name (created in Oracle) to be used by Unifier. The database login user account needs to have sufficient permissions to create tables in order for Unifier to work correctly.

User Password: Enter the database login user account password to be used by Unifier.

Database Name: This field is not applicable for Oracle.

Max. Connections: The setting that defines the maximum connections to the database. The maximum is 400; the recommended maximum is 80 to 100.

Min. Connections: The setting that defines the minimum connections that must be connected to the database.

Click Test Connection to verify that the Application server and the database are connected and communicating. A Test is successful message will popup if test is successful. Two conditions are tested: Ability of Unifier to connect to the database Level of permissions granted to the database login user account

Database Tab (MS SQL Server)

The information entered in this tab is based upon your earlier database and user account creation.

Database Type: Select MS SQL Server to configure for Microsoft SQL Server.

Host Name: Enter the host name of the computer where you installed and configured Microsoft SQL Server database.

Instance ID: If you did not specify an instance name when configuring the SQL Server, leave the Instance ID field blank. Otherwise, enter the Instance ID.

Port: Enter the Port number to be used by Unifier to communicate with the Microsoft SQL Server database.

User Name: Enter the database login user account name for the Microsoft SQL Server database to be used by Unifier.

User Password: Enter the database login user account name password for the Microsoft SQL Server database to be used by Unifier.

Database Name: Enter the database name (if applicable).

Max. Connections: The setting that defines the maximum connections to the database. The recommended setting is 100.

Min. Connections: The setting that defines the minimum connections that must be connected to the database. Click Test Connection to verify that the Application server and the Microsoft SQL Server database are connected and communicating.

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Email Tab

Outbound (SMTP) E-mail Server: Enter the IP address for the outbound SMTP Email Server. This is required.

System Notification E-Mail Address: This is the e-mail ID that displays as the "Sender’s" e-mail address for all e-mails generated by the Unifier system. Example: [email protected]

E-Mail Sender Prefix: Provide the e-mail prefix that will be used in the Sender’s name whenever e-mail is generated from a user from within Unifier (example: Unifier). Late e-mail notifications will only show the E-mail Sender Prefix.

E-mail Login URL: The URL included in all e-mail notifications to users logged into the system.

Note: The E-mail Login URL Must contain the fully qualified server name to establish successful connection to the application server. Otherwise, the interactive logins will not work.

Support Contact Information: The message text included in all Support e-mail notifications.

Note: To enable an e-mail address as a hyperlink, use the following format:

<a href="mailto:[email protected]">[email protected]</a>

Support E-mail Address: The e-mail address to be used by the mail server as the default system support e-mail.

System Error Notification E-mail Address: The e-mail address where Unifier sends a notification if it loses connection to the database while the system is running. Addresses can be separated by semicolon.

License Notification E-mail Address: The e-mail address where Unifier sends licensing notifications, for example, if number of users is exceeded. Addresses can be separated by semicolon.

Inbound E-mail protocol: Select the protocol used by the inbound email server that can receive email. The supported protocols are POP3, IMAP, POP3S, and IMAPS.

Inbound E-mail Server: Enter the server that can receive email (for example, if a user takes action via e-mail on a business process). This can be the server name or IP address. Optionally, you can specify the port number after the server name of IP address, such as example.com:1521.

Inbound E-mail Account: Enter the email account to receive response email from the user.

Note: To use the project or shell Mailbox, which allows external email messages to be sent to and stored within a central project or shell mailbox, use the following format for the inbound email account. This allows acceptance of inbound emails sent to the system-generated project/shell email addresses: *[email protected]. Be aware that this configuration is needed on the e-mail server, not within the Unifier Configurator.

Inbound E-mail Password: This is the password that corresponds to the inbound e-mail account. This password is used when e-mail is retrieved.

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Note: Click the Test Inbound E-mail Account button to test the Inbound E-mail Server, Inbound E-mail Account, and Inbound E-mail Password.

Markup Server Tab

Markup Server Host Name: Enter the host name of the markup server.

Markup Server Port: Enter the port number of the markup server. The default port number for AutoVue is 5099.

Report Tab

BIP Endpoint URL: Enter the BIP Web Services endpoint URL. For example, http://host1.example.com:1521

BIP User Name: Enter the user name created for the BI Publisher server.

BIP Password: Enter the password for the BI Publisher user.

BIP Data Source: Enter the JDBC data source name that was entered when the JDBC Data Source BI Publisher

BIP Report folder: The folder under the default location in the BI Publisher catalog. Reports reside in this folder based on company registry.

Note: The values used in the BIP User Name, BIP Password, BIP Data Source, and BIP Report folder fields are the same as those created when using the Configuring BI Publisher for Primavera Unifier document.

Geo Map Tab

Map Server Url: Enter https://elocation.oracle.com. This is the Oracle Map server base URL where the Oracle MapVeiwer application is deployed with the context "mapviewer". This is where the server obtains the map image.

Map Tile: Enter elocation.world_map. This is the name of the map tile layer (the base map used for map rendering) that was pre-defined on the Oracle Map server. This is the map data source.

Map Geocoder Url: Enter https://elocation.oracle.com. This is the server URL where the Oracle Geocoder application is deployed with the context "geocoder." This is the location service.

Saving the Configuration Data

You must save your configuration data to a configuration file.

To save the configuration data:

From the Unifier Configuration window, click File, Save.

Note: Restart Primavera Unifier for the changes to be operative.

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Configuring WebLogic as a Service on Windows and Linux (Optional)

This section describes how to set up the Weblogic Admin Server as a service on the following operating systems

Windows 32-bit / 64-bit Linux 64-bit

This is an optional configuration to automatically start WebLogic on a reboot.

Configuring WebLogic as a Service on Windows

Complete the following steps to start WebLogic admin server as a service on a Windows 32 / 64 bit operating system.

1) Set WL_HOME as system environment variable or modify it in <unifier_home>/weblogic/setenv.bat. WL_HOME is the root directory of the WebLogic installation. For detailed instructions, refer to the topic, Creating a WebLogic Domain for Primavera Unifier to create the Domain Home for weblogic. For example, C:\Oracle\Middleware\wlserver_11\server

2) In setenv.bat, set the java_home variable to specify the java home used by the Unifier domain. The default value is Xms1536m -Xmx1536m. For detailed instructions on setting the environment variables for Unifier, refer to Changing Unifier Configurator Settings (on page 19).

3) Log in as a WebLogic Adminstrator. 4) Access the <unifier_home>/weblogic folder and run the following scripts: Run service.bat install to install the service for the first time using "beasvc

%DOMAIN_NAME%_AdminServer” as the service name. Run service.bat start to start the weblogic server with name "beasvc

%DOMAIN_NAME%_AdminServer" Run service.bat stop to stop the weblogic server with name "beasvc

%DOMAIN_NAME%_AdminServer" Run service.bat uninstall to remove the service named "beasvc

%DOMAIN_NAME%_AdminServer" from the system. where %DOMAIN_NAME% is the WebLogic domain name used for deploying Unifier. For example, unifier_domain

Tip: Check if the beasvc %DOMAIN_NAME%_%SERVER_NAME% service exists, runs, or stops from the Control Panel, Administrative Tools, Services menu option.

Configuring WebLogic and OHS as a Service on Linux 64-bit

Complete the following steps to install WebLogic and Oracle HTTPS Server (OHS) as a service on a Linux 64-bit operating system.

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Unifier Installation and Setup Guide for WebLogic Application Server 1) Set WL_HOME as system environment variable or modify it in

<unifier_home>/weblogic/setenv.sh. WL_HOME is the root directory of the WebLogic installation. For detailed instructions, refer to the topic, Creating a WebLogic Domain for Primavera Unifier to create the Domain Home for weblogic. For example, C:\Oracle\Middleware\wlserver_11\server

2) Set the environment variables for Unifier. For detailed instructions, refer to Changing Unifier Configurator Settings (on page 19).

3) For WebLogic installed in production mode, create boot.properties at $DOMAIN_HOME/servers/<server_name>/security.

4) Ensure all variables are set for a ROOT_USER. 5) Login to Linux as a ROOT_USER. 6) In the <unifier_home>/weblogic/unifier, modify values for the following parameters. OHS_INSTANCE_HOME: The home directory of OHS. UNIFIER_HOME: The home directory of Primavera Unifier. OHS_USER: User who can start OHS. Alternatively, locate the user in the httpd.conf file. WL_USER: User who can start WebLogic. Note: Change the command to start weblogic in accordance to the user privilege on the system.

7) Ensure that when the server is restarted the Xvfb process is also started with the same DISPLAY value as follows for the ROOT_USER: a. Install Xvfb

yum install Xvfb b. start Xvfb

locate Xvfb (where Xvfb is installed) /usr/bin/Xvfb :99 -screen 0 1x1x8 &

c. Edit the unifier file to add: export DISPLAY=:99 8) Copy the unifier script into the /etc/rc.d/init.d folder 9) To make the file executable, run the command: chmod 755 unifier 10) To add the service at system reboot, run the command: chkconfig --add unifier 11) To start the unifier service from the console run the command: service unifier start Stopping the Service

To stop the unifier service from the console run, the command: service unifier stop

Uninstalling the Service

To remove the service, run the command: chkconfig --del unifier

Starting and Stopping Primavera Unifier

After a new installation, Primavera Unifier must be stopped before you can make any changes to the configuration settings. Be sure to restart it afterward.

To start the Primavera Unifier application in WebLogic:

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1) Open the WebLogic directory within the Unifier Home folder. 2) Run the startup.bat file (if using Windows) or the startup.sh file (if using Linux). 3) If prompted, enter the WebLogic user name and password.

To stop the Primavera Unifier application in WebLogic:

1) Open the WebLogic directory within the Unifier Home folder. 2) Run the stop.bat file (if using Windows) or the stop.sh file (if using Linux). 3) If prompted, enter the WebLogic user name and password.

Editing Configuration Data

If you need to make changes to the configuration data, you must stop Primavera Unifier first, and then restart after making changes.

To edit configuration data 1) Follow the above steps to stop Primavera Unifier. 2) In the WebLogic directory within the Unifier Home folder, locate the configure.bat file (if

using Windows) or the configure.sh file (if using Linux). 3) Run configure.bat (if using Windows) or configure.sh (if using Linux). 4) Make necessary configuration changes, and then click File, Save. 5) Restart Primavera Unifier.

Copying the Configuration Data File

The configuration data for the Configurator is stored automatically under the installation folder in the /configurator/bluedoor.properties file. If necessary, you can transfer the configuration settings from one environment to another by copying the configuration data file and editing it with the new configuration settings.

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This section describes how to configure the web server. It provides instructions that pertain to the Oracle HTTP Server (OHS).

In This Section

Configuring the Oracle HTTP Server (OHS) ............................................................ 31

Configuring the Oracle HTTP Server (OHS)

Proceed as follows after you have completed the installation.

Unless otherwise stated, this procedure applies to both Windows and Linux systems:

1) Modify the $ORACLE_INSTANCE/ config/ OHS/ ohs1/httpd.conf file as follows: a. Change the default listen port from 7777 to 80.

Note: Before making the above change, disable or turn-off any other application that is using port 80 (such as IIS or Windows).

b. Add settings after DocumentRoot as follows: DocumentRoot <Unifier_Home>/apps/ROOT

c. Add parameters between <Directory ></Directory> so it appears as follows: <Directory "<Unifier_Home>/apps/ROOT">

Options Indexes Includes FollowSymLinks AllowOverride None Allow from all Order allow,deny DirectoryIndex index.html

</Directory>

Note: <Unifier_home> is the unifier installation directory.

2) Add the following to the $ORACLE_INSTANCE/ config/ OHS/ ohs1/mod_wl_ohs.conf file: <Location />

SetHandler weblogic-handler WebLogicHost localhost WeblogicPort 7001

</Location>

Configuring the OHS Web Server

31


Note: For WebLogicHost: weblogic host and WeblogicPort: weblogic port, modify these entries under <Location /> as necessary.

3) This step applies only if you are using Windows: a. Use opmnctl.bat to restart the OHS server. b. You have completed this procedure.

4) This step applies only if you are using Linux:

Note: On a Linux system, the TCP/IP port numbers below 1024 are special because only processes with root privileges are allowed to listen on those ports.

a. Change to the root user. Navigate to ORACLE_HOME/ohs/bin (for ex: C:\Middleware\Oracle_WT1\ohs\bin) and run the following commands:

chown root .apachectl chmod 6750 .apachectl

Note: Be sure to enter .apachectl, not apachectl.

b. Exit as the root user. c. Change the OHS Listen Port in the $ORACLE_INSTANCE/ config/ OHS/

ohs1/httpd.conf file from 7777 to 80. d. Add or uncomment the User and Group directives in the httpd.conf file. Set them to the

user and group that were used to install and configure Oracle Fusion Middleware. e. On the Unix operating system, ensure the user and group in the httpd.conf file are set to

the user and group who performed the installation (for example, User jsmith, and Group jsmith).

f. Use opmn to restart the OHS server.

SSL Certificate

Primavera Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) Certificate is optional.

Data Backup Recommendations

We recommend that Primavera Unifier data be incorporated into your company backup procedures.

Primavera Unifier data is stored in two places:

Unifier database Files Repository

These repositories need to be backed up regularly.

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Deploying Primavera Unifier in WebLogic

Primavera Unifier can be deployed into the WebLogic domain in two ways:

Deploying an .ear file from the configurator Deploying the application from WebLogic console

Follow the instructions below to deployPrimavera Unifier into the WebLogic domain.

Deploying Primavera Unifier Using an EAR File

Complete the following steps to create an .EAR file from the configurator and deploy Unifier using the WebLogic console.

1) Access the configurator. 2) To create the .EAR file, select File, Create EAR in the configurator menu. 3) By default, the .EAR file is saved in the unifier/weblogic directory. 4) Log in to WebLogic. 5) Navigate and select the EAR file in the weblogic directory, and deploy the application.

Adding Primavera Unifier as a WebLogic Application

To add Primavera Unifier as a WebLogic application:

1) Open the WebLogic directory inside the Unifier Home folder. 2) Edit the setenv.bat file (if using Wiindows) or the setenv.sh file (if using Linux) as follows: Set the domain_home variable to specify the path of the domain home folder that will be

used by Unifier. Set the admin url variable to specify host name and port number used by the Unifier

domain. Set the java_home variable to specify the java home used by the Unifier domain.

3) Save the file. 4) Run the startup.bat file (if using Windows) or the startup.sh file (if using Linux). 5) Run the deploy.bat file (if using Windows) or the deploy.sh file (if using Linux). 6) When prompted, enter the WebLogic user name and password.

The deployment deploys the Unifier application in WebLogic using the variables set in the setenv file.

Note: This process may take several minutes.

When the script finishes, the Unifier application is running.

Deploying Primavera Unifier in WebLogic

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Deploying Primavera Unifier to a WebLogic Cluster

To setup a WebLogic cluster, refer to the WebLogic documentation for detailed instructions. After setting up the cluster, generate the EAR file and deploy Primavera Unifier using the EAR file.

By default Primavera Unifier online help is deployed from the Oracle Technology Network site. To deploy Primavera Unifier help locally, or from an alternative URL, proceed as follows:

1) From the Help folder of the Primavera Unifier Documentation part of the media pack, copy help.zip.

2) Extract the contents of the help.zip to the folder specified in the Unifier Help URL field in the General tab of the Configurator.

Deploying Primavera Unifier Online Help

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This section describes how to:

Start Primavera Unifier for the first time Install Primavera Unifier applications Set up your company

Before launching Primavera Unifier, be sure you have read the Getting Started document, which describes configuring Internet Explorer for use with Primavera Unifier. This information can be accessed from the First Time User Setup Guide link on the Primavera Unifier Login screen.

In This Section

Starting Primavera Unifier for the First Time ............................................................ 35 Installing Primavera Unifier Applications .................................................................. 35

Starting Primavera Unifier for the First Time

In Internet Explorer, navigate to the URL that launches the Primavera Unifier application locally. For example, http://unifier.oracle.com:7001. In the Login window, log into Primavera Unifier with the default Administrator username (Administrator) and password (Administrator).

Primavera Unifier immediately prompts you to change your password. We recommend you do so immediately for security reasons. Once you change your password, Primavera Unifier creates your Administrator account.

The Administrator account is the only account with permissions automatically set for all features. The Administrator cannot be a member of any project, even if created in the Hosting Company.

Installing Primavera Unifier Applications

The following subsection describes the procedure for installing Primavera Unifier applications for your company. These procedures are to be performed by the Site Administrator.

Note: Before performing this procedure, ensure that the required Primavera Unifier Applications, for example Primavera Capital Planning, are downloaded from eDelivery, unzipped, and stored locally.

When you log in as the Site Administrator, Primavera Unifier shows you the Home tab in Administration Mode.

1) In the left Navigator, click the Applications node. Primavera Unifier displays an install panel on the right side of the window.

2) Click the Install button.

Launching Primavera Unifier

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Primavera Unifier displays the Install Primavera Unifier Application window. Use the information in the table below to complete this window.

3) Click Install.

Note: Ensure that the Temporary directory is set in the configurator (General tab).

In this field: Do this:

Application File Browse to where the applications are stored and select the application you want to install. Note that you should point to the .zip file and that .zip file does not need to be previously extracted.

Name Enter the name of the company.

Short Name Enter a one-word short name, up to 8 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout Primavera Unifier in place of the company name. (For example, when importing Primavera uDesigner-created business processes, and on logs that identify partner companies.)

Currency Enter the default currency that will be used by the company.

Contact Email Enter the company administrator’s email address

Licensed Users Enter the number of users who will be licensed to use the application.

Address Type Identify the address you are entering, such as Headquarters, Billing Office, or Satellite Office.

Address Enter the company address.

City Enter the city for the address.

State/Province Enter the state or province for the address.

Zip Enter the zip code for the address.

Country/Region Enter the country or region for the address.

Admin Login Username

Enter the company administrator’s user name. Default is coadmin. This user name will be automatically added to the Company Administrators group. Note that the ootbadmin user by default gets all the permissions for the new designs or new modules. Essentially this user that is company administrator will have all the permissions across the company and projects. However, we strongly recommend that this user be used as only Company Administrator and not as a Project User.

Password Enter the administrator’s password.

Confirm Password Re-enter the password.

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Launching Primavera Unifier

Installing Additional Applications

Once you have installed your first application, your company information has been saved. You will not need to enter the information again.

1) In the left Navigator, click the Applications node. Primavera Unifier displays an install panel on the right side of the window.

2) Click the Install button. Primavera Unifier displays the Install Primavera Unifier Application window; however, not the entire window because the company information was already entered when the first application was installed. You will only be prompted for the Application File.

3) Browse to where the applications are stored and select the application you want to install. 4) Click Install.

Note: If you receive an error message, try re-installing the application. If this does not work, contact Oracle Support. See Contacting Customer Support.

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To obtain the applicable service pack, go to Oracle Support. Then use the Readme associated with the service pack for instructions about how to apply the service pack.

Appendix A: Installing a Service Pack

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Archiving allows Site Administrator to archive individual projects.

Configuring Primavera Unifier for Project Archiving Set up the archive parameters (Archive Directory and Archive Temp Directory). Refer to "Repository Tab."

Archiving Projects The archiving process captures project data and creates .csv files for all records, including business processes, tasks, documents, attachments, users, groups.

Note: In order to archive projects, you must have "Archive" permission as a Hosting Company user. (This permission is found under Projects (Standard) in Access Control or the Permissions tab of the Edit User/Group window; company must be Hosting Company.)

To archive projects:

1) Log into Primavera Unifier as Site Administrator. 2) In Administration Mode, navigate to System, Customer Support, Projects. The Project log

opens. 3) Select the project to archive. If a project has not yet been archived, the Archive Status

column will display Not Started. 4) Click the Archive Project button. The Archive Status column will change to Scheduled. A

background process picks up the request and runs the archive process. Once it is done, the status will change to Ready. The location of the zip file that contains the data will be located in the directory you specified during configuration.

Appendix B: Archiving Projects

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Documents

Unifier Installation and Setup Guide for WebLogic ... · The Unifier Installation and Setup Guide for WebLogic Application Server describes how to: Set up the Primavera Unifier servers