Unifier Installation and Setup Guide for WebLogic ... · Unifier Installation and Setup Guide for WebLogic Application Server Primavera Unifier is a system for managing the flow of

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Contents

Introduction .......................................................................................................................... 7 Primavera Unifier Overview ............................................................................................... 7 Primavera uDesigner Overview ......................................................................................... 8

Installation Prerequisites ..................................................................................................... 9 Installing WebLogic ............................................................................................................ 9 Installing JDK ..................................................................................................................... 9 Installing JRockit ................................................................................................................ 9 Installing Oracle HTTP Server (OHS) .............................................................................. 10 Installing AutoVue ............................................................................................................ 10

Installing Primavera Unifier on Windows ......................................................................... 11 Downloading Primavera Unifier ........................................................................................ 12 Configuring the Database Server ..................................................................................... 12

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

Configuring WebLogic for Primavera Unifier .................................................................... 13 Creating a WebLogic Domain for Primavera Unifier .................................................... 13 Starting the WebLogic Admin Server ........................................................................... 14 Stopping the WebLogic Admin Server ......................................................................... 14 Configuring WebLogic as a Service (Optional) ............................................................ 15

Installing and Configuring the Reports Server (Optional) ................................................. 15 Installing Oracle WebCenter Content (Optional) .............................................................. 15 Installing the AutoVue Server ........................................................................................... 16

Install AutoVue ............................................................................................................ 16 Configuring AutoVue ................................................................................................... 16 Deploying Custom GUI AutoVue Applets .................................................................... 17

Configuring Primavera Unifier Using the Configurator ...................................................... 17 Editing the SetEnv.bat File .......................................................................................... 17 Changing Unifier Configurator Settings ....................................................................... 17

General Tab .............................................................................................................18 Repository Tab (WebCenter Content) .....................................................................19 Repository Tab (Network File System) ....................................................................20 Repository Tab (Sharepoint) ...................................................................................20 Repository Tab (CMIS) ............................................................................................21 Database Tab (Oracle) ............................................................................................22 Database Tab (MS SQL Server) .............................................................................23 Email Tab .................................................................................................................23 Markup Server Tab ..................................................................................................24 Report Tab ...............................................................................................................25 Geo Map Tab ...........................................................................................................25

Saving the Configuration Settings ............................................................................... 25 Changing Configuration Settings ................................................................................. 25

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Unifier Installation and Setup Guide for WebLogic Application Server

Stopping Primavera Unifier in WebLogic .................................................................26 Editing Configuration Data .......................................................................................26 Starting Primavera Unifier in WebLogic ...................................................................26

Copying the Configuration Data File ............................................................................ 26 Oracle HTTP Server (OHS) ............................................................................................. 27

Installing SSL Certificate (Optional) ............................................................................. 27 Data Backup Recommendations ................................................................................. 28

Deploying Primavera Unifier ............................................................................................ 28 Creating an EAR File From the Configurator ............................................................... 28 Deploying Primavera Unifier From the Unifier_Home Directory ................................... 28 Deploying Primavera Unifier from the WebLogic Administration Console .................... 29

Launching Primavera Unifier ............................................................................................ 29 Starting Primavera Unifier for the First Time ................................................................ 30 Installing Primavera Unifier Applications ...................................................................... 30

Installing Additional Applications .............................................................................31 Deploying Primavera Unifier Online Help .................................................................... 32

Installing Primavera Unifier on Linux ............................................................................... 33 Downloading Primavera Unifier ........................................................................................ 34 Configuring the Database Server ..................................................................................... 34

Configuring the Oracle Database Server ..................................................................... 34 Configuring the SQL Database Server ........................................................................ 35

Configuring WebLogic for Primavera Unifier .................................................................... 35 Creating a WebLogic Domain for Primavera Unifier .................................................... 35 Starting the WebLogic Admin Server ........................................................................... 36 Stopping the WebLogic Admin Server ......................................................................... 36 Configuring WebLogic and OHS as a Service ............................................................. 37

Installing and Configuring the Reports Server (Optional) ................................................. 38 Installing Oracle WebCenter Content (Optional) .............................................................. 38 Installing the AutoVue Server ........................................................................................... 38

Downloading and Installing AutoVue ........................................................................... 38 Configuring AutoVue ................................................................................................... 39 Deploying Custom GUI AutoVue Applets .................................................................... 39

Configuring Primavera Unifier Using the Configurator ...................................................... 39 Editing the SetEnv.sh File ........................................................................................... 39 Specifying Unifier Configurator Settings ...................................................................... 39

General Tab .............................................................................................................40 Repository Tab (WebCenter Content) .....................................................................41 Repository Tab (Network File System) ....................................................................41 Repository Tab ( Sharepoint) ..................................................................................42 Repository Tab (CMIS) ............................................................................................43 Database Tab (Oracle) ............................................................................................44 Database Tab (MS SQL Server) .............................................................................44 Email Tab .................................................................................................................45 Markup Server Tab ..................................................................................................46 Report Tab ...............................................................................................................46 Geo Map Tab ...........................................................................................................46

Saving the Configuration Settings ............................................................................... 47

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Contents

Changing Configurator Settings................................................................................... 47 Stopping Primavera Unifier in WebLogic .................................................................47 Editing Configuration Data .......................................................................................47 Starting Primavera Unifier in WebLogic ...................................................................47

Copying the Configuration Data File ............................................................................ 47 Oracle HTTP Server (OHS) ............................................................................................. 48

Installing SSL Certificate (Optional) ............................................................................. 48 Data Backup Recommendations ................................................................................. 49

Deploying Primavera Unifier ............................................................................................ 49 Creating an EAR File From the Configurator ............................................................... 49 Deploying Primavera Unifier From the Unifier_Home Directory ................................... 49 Deploying Primavera Unifier from the WebLogic Administration Console .................... 50 Deploying Primavera Unifier to a WebLogic Cluster .................................................... 50

Launching Primavera Unifier ............................................................................................ 50 Starting Primavera Unifier for the First Time ................................................................ 51

Installing Primavera Unifier Applications .................................................................51 Installing Additional Applications .............................................................................52

Deploying Primavera Unifier Online Help .................................................................... 53

Appendix A: Installing a Service Pack .............................................................................. 55

Appendix B: Archiving Projects ........................................................................................ 57

For More Information ......................................................................................................... 58 Where to Get Documentation ........................................................................................... 58 Where to Get Training ...................................................................................................... 64 Where to Get Support ...................................................................................................... 64 Additional Support ........................................................................................................... 65

Legal Notices ...................................................................................................................... 66

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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 9.14 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

Primavera Unifier Overview ....................................................................................... 7 Primavera uDesigner Overview ................................................................................. 8

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.

Introduction

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Unifier Installation and Setup Guide for WebLogic Application Server 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).

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.

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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 or 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.

In This Section

Installing WebLogic ................................................................................................... 9 Installing JDK ............................................................................................................ 9 Installing JRockit ....................................................................................................... 9 Installing Oracle HTTP Server (OHS) ...................................................................... 10 Installing AutoVue ................................................................................................... 10

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.

Installing JDK

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

Installing JRockit

To use JRockit, you must install 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 supported versions, see the Tested Configurations document.

Installation Prerequisites

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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 the AutoVue Server (on page 16), in this guide, and the Tested Configurations document on the Oracle Technology Network site.

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Complete the procedures in the order listed below to install and configure Primavera Unifier for a first time installation. Each step corresponds to a section in this guide.

Note: Before you begin, create an installation account that has full administration privileges for the server. This account is needed for installation, maintenance and upgrades.

1) Download Primavera Unifier 2) Configure the database server

Complete this step before configuring Primavera Unifier. This information will be used during database configuration in Unifier Configurator.

3) Configure WebLogic for Primavera Unifier 4) Install and configure the Reports Server. (Optional) 5) Install Oracle WebCenter Content. (Optional) 6) Install AutoVue Server 7) Configure Primavera Unifier using the Configurator 8) Configure the Web Server 9) Deploy Primavera Unifier in WebLogic 10) Launch Primavera Unifier and install Primavera Unifier applications

In This Section

Downloading Primavera Unifier ............................................................................... 11 Configuring the Database Server ............................................................................ 12 Configuring WebLogic for Primavera Unifier ............................................................ 13 Installing and Configuring the Reports Server (Optional) ......................................... 15 Installing Oracle WebCenter Content (Optional) ...................................................... 15 Installing the AutoVue Server .................................................................................. 16 Configuring Primavera Unifier Using the Configurator ............................................. 17 Oracle HTTP Server (OHS) ..................................................................................... 26 Deploying Primavera Unifier .................................................................................... 28 Launching Primavera Unifier ................................................................................... 29

Installing Primavera Unifier on Windows

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Downloading Primavera Unifier

Download Primavera Unifier as follows:

1) Go to Oracle Software Delivery Cloud. 2) Download Primavera Unifier R9.14 for <platform> folder and extract the contents.

where Primavera Unifier R9.14 for <platform> is the name of the media pack. 3) Extract the unifier_9.14.0.0.zip file to a known location on the unifier application server, such

as \home\unifier.

Configuring the Database Server

This section describes how to configure an Oracle and a Microsoft SQL database server.

Configuring the Oracle Database Server

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

Configure an Oracle database for Primavera Unifier as follows:

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 of 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 used later for setting database information in the Database tab of the Unifier Configurator.

For example: create user unifier identified by unifier temporary tablespace temp default tablespace users; grant connect, resource, create view, create table to unifier;

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.

Configure a Microsoft SQL database for Primavera Unifier as follows:

1) Create a new database to be used with Unifier.

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Note: You can accept the defaults.

2) Create a user account for the newly created database. 3) Use the default SQL configuration. You must assign the user as db_owner otherwise Unifier

will not work.


Configuring WebLogic for Primavera Unifier

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

Creating a WebLogic Domain for Primavera Unifier (on page 13) Starting the WebLogic Admin Server (on page 14) Stopping the WebLogic Admin Server (on page 14) Configuring WebLogic as a Service (Optional) (on page 14)

Creating a WebLogic Domain for Primavera Unifier

Create a WebLogic domain for Primavera Unifier as follows:

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 a domain name for the new domain to be created. b. Enter the location of the new domain on the server. c. Click Next.

5) In the Configure Administrator User Name and Password window: a. Enter the User Name and Password for the Administrator that will be created. This user

name will be used to login to the WebLogic console. b. Click Next.

6) In the Configure Server Start Mode and JDK window: a. In the left pane, select Production Mode. b. In the right pane, select the JDK 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:

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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) In the Creating Domain window, select Start Admin Server, and then click Done. 11) When prompted, enter the Administrator User Name and Password that you entered above.

Starting the WebLogic Admin Server

To deploy Primavera Unifier in WebLogic, start the admin server as follows:

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, enter the

administrative user name and password that was 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.

Stopping the WebLogic Admin Server

Stop WebLogic admin server as follows:

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, enter the


Note: The WebLogic console window will close automatically when it is shutdown.

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Configuring WebLogic as a Service (Optional)

To automatically start WebLogic on a reboot, complete the following steps to start WebLogic admin server as a service on a Windows 32-bit or a 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 (on page 13) 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 toChanging Unifier Configurator Settings (on page 17).

3) 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.

Installing and Configuring the Reports Server (Optional)

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.

Installing Oracle WebCenter Content (Optional)

Consult 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.

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Installing the AutoVue Server

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 which display directly on the document but do not alter it. For example, text notes or graphical elements to the document.

This section describes procedures for the following:

Downloading and installing AutoVue Configuring AutoVue Deploying Custom GUI AutoVue applets

Notes: You must have a license to install AutoVue.

The AutoVue server is high-intensive with regard to CPU, I/O, memory, and graphics. So, for optimal performance, ensure that the machine running the AutoVue server is not being used for other applications.

Install AutoVue

Download and install AutoVue as follows:

1) Go to the Oracle Software Delivery Cloud. 2) Select the product pack: Oracle AutoVue. 3) Select the platform: Windows. 4) Select the link: Oracle AutoVue 20.2.2 Media Pack for Microsoft Windows (32-bit). 5) Download Oracle AutoVue 2D Professional 20.2.2 for Microsoft Windows 32-bit. 6) Extract the zip file and go to this directory:

\AutoVue_2DPRO_20_2_2\ClientServerDeployment. 7) 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)

Configuring AutoVue

After installing AutoVue, configure AutoVue by entering information in the following tabs of the Unifier Configurator:

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

For more information about the General and Markup Server tabs, see the section, Specifying Unifier Configurator Settings.

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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.

Configuring Primavera Unifier Using the Configurator

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

Editing the SetEnv.bat File

Edit the setenv.bat file 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 the JRockit installed directory.

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 in the Unifier Home folder. 2) Run configurator.bat. 3) Configure the settings for each tab described in the following topics.

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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.

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

Server Internal URL: Enter the internal URL to access the Unifier application (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 the port configured in the HTTP server to access the Unifier application). 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. For more details, refer to Oracle Access Manager documentation.

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.

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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.

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.

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


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.




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.

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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.)


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Unifier Installation and Setup Guide for WebLogic Application Server Report Directory: The pathname where report files are stored.




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).

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

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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.

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.

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Unifier Installation and Setup Guide for WebLogic Application Server 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.

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.

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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 Settings

You must save your configuration data to a configuration file. In the Unifier Configuration window, click File, Save.

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

Changing Configuration Settings

After initially installing and configuring Primavera Unifier, follow this procedure to make any subsequent changes to the configuration settings:

1) Stopping Primavera Unifier in WebLogic (on page 25) 2) Editing Configuration Data (on page 26) 3) Starting Primavera Unifier in WebLogic (on page 26)

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Stopping Primavera Unifier in WebLogic To stop the Primavera Unifier application in WebLogic:

1) Open the WebLogic directory within the Unifier Home folder. 2) Run the stop.bat file. 3) If prompted, enter the WebLogic user name and password.

Editing Configuration Data After stopping Primavera Unifier in WebLogic, make changes to the Unifier configuration settings as follows:

1) In the WebLogic directory within the Unifier Home folder, locate the configurator.bat file. 2) Run configurator.bat. 3) Make necessary configuration changes, and then click File, Save. 4) Restart Primavera Unifier in WebLogic.

Starting Primavera Unifier in WebLogic 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:

1) Open the WebLogic directory within the Unifier Home folder. 2) Run the startup.bat file. 3) If prompted, enter the WebLogic user name and password.

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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Oracle HTTP Server (OHS)

After installing Oracle HTTP Server (OHS), configure as follows:

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>

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

3) Run opmnctl.bat to restart the OHS server.

Installing SSL Certificate (Optional)

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

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Data Backup Recommendations

Oracle Primavera recommends 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.

Deploying Primavera Unifier

To deploy Primavera Unifier into the WebLogic domain, complete the following procedures:

1) Creating an EAR File From the Configurator (on page 28) 2) Deploy the generated EAR file using any of the following methods: Deploying Primavera Unifier From the Unifier_Home Directory (on page 28) Deploying Primavera Unifier from the WebLogic Administration Console (on page

29)

Creating an EAR File From the Configurator

Complete the following steps to create an .EAR file from the configurator:

1) Access the Configurator. 2) In the configurator, select File, Create EAR. 3) By default, the .EAR file is created in the unifier/weblogic directory. 4) Save the file as unifier.ear. 5) Proceed to deploy unifier.ear in WebLogic using any of the following methods: Deploying Primavera Unifier From the Unifier_Home Directory (on page 28) Deploying Primavera Unifier from the WebLogic Administration Console (on page

29)

Deploying Primavera Unifier From the Unifier_Home Directory

After creating the .EAR file, deploy Primavera Unifier as follows:

1) In the <unifier_home>\weblogic directory edit the setenv.bat file 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 the JRockit installed directory.

2) Save setEnv.bat. 3) Run startup.bat. 4) Run deploy.bat.

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5) When prompted, enter the WebLogic user name and password. Primavera Unifier is deployed in WebLogic using the variables set in setEnv.bat.

Note: This process may take several minutes.

Deploying Primavera Unifier from the WebLogic Administration Console

After creating the .EAR file in the Configurator, deploy the file from the WebLogic Administration Console as follows:

1) In the Change Center pane, select Lock & Edit. 2) In the Domain Structure pane, select Deployments. 3) In the Summary of Deployments pane, select Install. 4) In the Install Application Assistant pane:

a. Specify the path to the unifier.ear file and click Next. For example, c:\<unifier_home>\weblogic\unifier.ear.

b. Select Install this deployment as an application and click Next. c. Accept the defaults and click Next. d. Review the configuration settings you have chosen and select Finish to complete the

installation. 5) In the Settings for unifier window, select Save. 6) In the Change Center pane, select Activate Changes. 7) In the Domain Structure pane, select Deployments. 8) In the Summary of Deployments pane:

a. Select unifier. b. Select the down arrow to the right of the Start button and select Servicing all requests.

9) In the Start Application Assistant pane, select Yes.

Note: The unifier state column should be Active. If the state is Start Running, refresh the screen until the status is changed to Active.

Launching Primavera Unifier

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.

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

3) Click Install.

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 email address that will be used for all emails sent from the Support link in Unifier.

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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 coadmin 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.

Password Enter the administrator’s password.

Confirm Password Re-enter the password.

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.


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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Deploying Primavera Unifier Online Help

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.

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Complete the following procedures to install and configure Primavera Unifier for a first time installation. Each step corresponds to a section in this guide.

Note: Before you begin, create an installation account that has full administration privileges for the server. This account is needed for maintenance and upgrades.

1) Download Primavera Unifier. 2) Configure the database server.

Complete this step before configuring Primavera Unifier. This information will be used during database configuration in Unifier Configurator.

3) Configure WebLogic for Primavera Unifier. 4) Install and configure the Reports Server. (Optional) 5) Install Oracle WebCenter Content. (Optional) 6) Install AutoVue Server. 7) Configure Primavera Unifier using the Configurator. 8) Configure the Web Server. 9) Deploy Primavera Unifier in WebLogic. 10) Launch Primavera Unifier and install Primavera Unifier applications.

In This Section

Downloading Primavera Unifier ............................................................................... 33 Configuring the Database Server ............................................................................. 34 Configuring WebLogic for Primavera Unifier ............................................................ 35 Installing and Configuring the Reports Server (Optional) ......................................... 38 Installing Oracle WebCenter Content (Optional) ...................................................... 38 Installing the AutoVue Server .................................................................................. 38 Configuring Primavera Unifier Using the Configurator.............................................. 39 Oracle HTTP Server (OHS) ..................................................................................... 48 Deploying Primavera Unifier .................................................................................... 49 Launching Primavera Unifier.................................................................................... 50

Installing Primavera Unifier on Linux

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Downloading Primavera Unifier

Download Primavera Unifier as follows:

1) Go to Oracle Software Delivery Cloud. 2) Download Primavera Unifier R9.14 for <platform> folder and extract the contents.

where Primavera Unifier R9.14 for <platform> is the name of the media pack. 3) Extract the unifier_9.14.0.0.zip file to a known location on the unifier application server, such

as \home\unifier.

Configuring the Database Server

This section describes how to configure an Oracle and a Microsoft SQL database server.

Configuring the Oracle Database Server

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

Configure an Oracle database for Primavera Unifier as follows:

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 of 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.


For example: create user unifier identified by unifier temporary tablespace temp default tablespace users; grant connect, resource, create view, create table to unifier;

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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.

Configure a Microsoft SQL database for Primavera Unifier as follows:

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 must assign the user as db_owner otherwise Unifier

will not work.


Configuring WebLogic for Primavera Unifier

This section describes how to configure WebLogic for Primavera Unifier on a Linux 64-bit operating system. It includes:

Creating a WebLogic Domain for Primavera Unifier (on page 35) Starting the WebLogic Admin Server (on page 36) Stopping the WebLogic Admin Server (on page 36) Configuring WebLogic and OHS as a Service (on page 37)

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 a domain name for the new domain to be created. b. Enter the location of the new domain on the server. c. Click Next.

5) In the Configure Administrator User Name and Password window: a. Enter the User Name and Password for the Administrator that will be created. This user

name will be used to login to the WebLogic console. b. Click Next.

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

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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. 10) Click Done after the domain is created. 11) When prompted, enter the Administrator User Name and Password that you entered above.

Starting the WebLogic Admin Server

To deploy Primavera Unifier in WebLogic, start the Admin server as follows:

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

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.

Stopping the WebLogic Admin Server

When you are finished working in the WebLogic Administration Console, stop the WebLogic admin server as follows:

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, enter the


Note: The WebLogic console window will close automatically at shutdown.

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Configuring WebLogic and OHS as a Service

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

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 (on page 13) 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 17).

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

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Installing and Configuring the Reports Server (Optional)

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.

Installing Oracle WebCenter Content (Optional)

Consult 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 the AutoVue Server

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 which display directly on the document but do not alter it. For example, text notes or graphical elements to the document.

This section describes procedures for the following:

Downloading and installing AutoVue Configuring AutoVue Deploying Custom GUI AutoVue applets

Notes: You must have a license to install AutoVue.

The AutoVue server is high-intensive with regard to CPU, I/O, memory, and graphics. So, for optimal performance, ensure that the machine running the AutoVue server is not being used for other applications.

Downloading and Installing AutoVue

Download and install AutoVue for Linux as follows:

1) Go to the Oracle Software Delivery Cloud. 2) Select the product pack: Oracle AutoVue. 3) Select the platform: Linux. 4) Select the link: Oracle AutoVue 20.2.1 Media Pack for Linux x86. 5) Download Oracle AutoVue 2D Professional 20.2.1 for Linux x86. 6) Extract the zip file and go to this directory:

\AutoVue_2DPRO_20_2_1\ClientServerDeployment. 7) Run the InstallClientServer_lin.bin file and follow the installation wizard steps.

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Configuring AutoVue

After installing AutoVue, configure AutoVue by entering information in the following tabs of the Unifier Configurator:

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

For more information about the General and Markup Server tabs, see the section, Specifying Unifier Configurator Settings.

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.

Configuring Primavera Unifier Using the Configurator

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

Editing the SetEnv.sh File

Ensure that the following variables are saved in the setenv.sh file:

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.

Specifying 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) Run configurator.sh.

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

Unifier Installation and Setup Guide for WebLogic Application Server 3) Configure the settings for each tab 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.

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

Server Internal URL: Enter the internal URL to access the Unifier application (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 the port configured in the HTTP server to access the Unifier application). 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. For more details, refer to Oracle Access Manager documentation.

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.

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


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.

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."












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


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Unifier Installation and Setup Guide for WebLogic Application Server 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.




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.





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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.)






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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).

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.

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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.

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.

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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.

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.

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Saving the Configuration Settings

You must save your configuration data to a configuration file. In the Unifier Configuration window, click File, Save.

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

Changing Configurator Settings

After initially installing and configuring Primavera Unifier, you must follow this procedure to make any subsequent changes to the configuration settings:

1) Stopping Primavera Unifier in WebLogic (on page 47) 2) Editing Configuration Data (on page 47) 3) Starting Primavera Unifier in WebLogic (on page 47)

Stopping Primavera Unifier in WebLogic To stop Primavera Unifier in WebLogic:

1) Open the WebLogic directory within the Unifier Home folder. 2) Run the stop.sh file. 3) If prompted, enter the WebLogic user name and password.

Editing Configuration Data After stopping Primavera Unifier, edit the configuration settings as follows:

1) In the WebLogic directory within the Unifier Home folder, locate the configurator.sh file. 2) Run configurator.sh. 3) Make necessary configuration changes, and click File, Save. 4) Start Primavera Unifier in WebLogic.

Starting Primavera Unifier in WebLogic To start Primavera Unifier in WebLogic:

1) Open the WebLogic directory within the Unifier Home folder. 2) Run the startup.sh file. 3) If prompted, enter the WebLogic user name and password.

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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Oracle HTTP Server (OHS)

After installing Oracle HTTP Server (OHS), configure as follows:

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>

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

3) Run opmnctl.bat to restart the OHS server.

Installing SSL Certificate (Optional)

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

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Data Backup Recommendations

Oracle Primavera recommends 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.

Deploying Primavera Unifier

To deploy Primavera Unifier into the WebLogic domain, complete the following procedures:

1) Creating an EAR File From the Configurator (on page 28) 2) Deploy the generated EAR file using any of the following methods: Deploying Primavera Unifier From the Unifier_Home Directory (on page 28) Deploying Primavera Unifier from the WebLogic Administration Console (on page

29)

Creating an EAR File From the Configurator

Complete the following steps to create an .EAR file from the configurator:

1) Access the Configurator. 2) In the configurator, select File, Create EAR. 3) By default, the .EAR file is created in the unifier/weblogic directory. 4) Save the file as unifier.ear. 5) Proceed to deploy unifier.ear in WebLogic using any of the following methods: Deploying Primavera Unifier From the Unifier_Home Directory (on page 28) Deploying Primavera Unifier from the WebLogic Administration Console (on page

29)

Deploying Primavera Unifier From the Unifier_Home Directory

After creating the .EAR file, deploy Primavera Unifier as follows:

1) In the <unifier_home>\weblogic directory perform the following: 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.

2) Save setEnv.sh. 3) Run startup.sh. 4) Run deploy.sh.

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Unifier Installation and Setup Guide for WebLogic Application Server 5) When prompted, enter the WebLogic administrator user name and password.

The Unifier application will be deployed in WebLogic using the variables set in the setEnv.sh.

Note: This process may take several minutes.

Deploying Primavera Unifier from the WebLogic Administration Console

After creating the .EAR file in the Configurator, deploy the file from the WebLogic Administration Console as follows:

1) In the Change Center pane, select Lock & Edit. 2) In the Domain Structure pane, select Deployments. 3) In the Summary of Deployments pane, select Install. 4) In the Install Application Assistant pane:

a. Specify the path to the unifier.ear file and click Next. For example, c:\<unifier_home>\weblogic\unifier.ear.

b. Select Install this deployment as an application and click Next. c. Accept the defaults and click Next. d. Review the configuration settings you have chosen and select Finish to complete the

installation. 5) In the Settings for unifier window, select Save. 6) In the Change Center pane, select Activate Changes. 7) In the Domain Structure pane, select Deployments. 8) In the Summary of Deployments pane:

a. Select unifier. b. Select the down arrow to the right of the Start button and select Servicing all requests.

9) In the Start Application Assistant pane, select Yes.

Note: The unifier state column should be Active. If the state is Start Running, refresh the screen until the status is changed to Active.

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 as described in this guide.

Launching Primavera Unifier

This section describes how to:

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

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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.

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.


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

3) Click Install.


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.)

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

Contact Email Enter the email address that will be used for all emails sent from the Support link in Unifier.

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 coadmin 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.

Password Enter the administrator’s password.

Confirm Password Re-enter the password.

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.


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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Deploying Primavera Unifier Online Help

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.

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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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Where to Get Documentation

If you need help with an operation in Primavera Unifier, there are a number of resources to help you.

Online Help If you have a question or need further assistance regarding a specific feature, review the online help.

Click the Help menu from any Primavera Unifier window, and choose:

Unifier Help: This link goes to the Oracle Technical Network (OTN) Primavera Unifier Online Document Library. From here you can access: Primavera Unifier Online Help Primavera Unifier Administration Guide Primavera Unifier User's Guide Primavera uDesigner User's Guide Primavera Unifier Reference Guide

You must have Adobe Acrobat Reader installed (available free at www.adobe.com). BP-specific Help: If your company has provided customized Help files for individual business

processes, you can access them through the business process log or record Help menu.

Documentation

Note: Most documentation assumes a standard setup of the product with full access rights to all features and functions.

For the most up-to-date versions of all manuals and technical documents related to installing, administering, and using Primavera Unifier go to Primavera Unifier Online Documentation Library: http://docs.oracle.com/cd/E48574_01/index.htm

For all versions of all manuals and technical documents related to installing, administering, and using all versions of Primavera Unifier go to the Primavera Unifier Documentation Libraries: http://www.oracle.com/technetwork/documentation/default-1870233.html

You can also access the versions of the product manuals and technical documents that were available at the time of the release from the Documentation Library by clicking index.htm in the Documentation folder of the physical media or download.

The following table describes the core documents available for Primavera Unifier.

For More Information

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Title Description

Supplementary Documentation

What's New Contains key enhancements in the current release of Primavera Unifier. All users should read this guide.

Cumulative Features Overview Tool Provides an overview of features and enhancements included in Oracle Primavera products. It is intended solely to help you assess the business benefits of upgrading and to plan your I.T. projects. All users should read this guide.

Installation Documentation

Primavera Unifier Installation and Setup Guide For WebLogic Application Server

Describes how to: Set up Primavera Unifier servers and

third party services Install and configure Primavera Unifier

components IT professionals who are installing and configuring the server environment, and the Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Primavera Unifier Installation and Setup Guide for WebSphere Application Server

Describes how to: Set up the Primavera Unifier servers

and third party services on Linux (64-bit)

Install and configure Primavera Unifier components

IT professionals who are installing and configuring the server environment, and the Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

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Primavera Unifier First Time User's Setup Guide

Explains how to configure your computer for use with Primavera Unifier and Primavera uDesigner. Note: You may need to have Administrator privileges on the local machine before you can install certain plug-ins. Always review this information with your IT department. All users should read this guide.

Unifier Performance and Sizing Guide Provides guidance for planning product deployment with: Estimates of hardware and software

requirements for Primavera Unifier Recommendations for deploying

small-scale to large-scale configurations

The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Unifier Upgrade Guide Provides information on how to upgrade to the latest version of with Oracle Primavera Unifier. The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Tested Configuration Information Previously: System Configuration Information

Provides the tested configurations for Oracle Primavera Unifier. All users should read this guide. The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Primavera Unifier Security Guide Provides guidelines on how to plan your security strategy for Oracle Primavera Unifier. All users should read this guide. The Unifier network administrator/database administrator and Unifier administrator should read this guide.

Configuration Documentation

Primavera uClient Configurator Setup Guide

Describes how to set up the Primavera uClient Configurator. All users should read this guide.

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Primavera Unifier SmartForm Installation and User Guide

Describes how to download and install the Primavera Unifier SmartForm utility for Microsoft Word® 2003 Professional and how to use the SmartForm utility to create or update Primavera Unifier business process records. Note: If you use Microsoft Word® 2007 it must be a version prior to SP2 and you must save your document in Microsoft Word® 2003 (.doc) format. All users should read this guide.

Primavera Unifier File Transfer Utility Instructions

Describes how to download and install the Primavera Unifier File Transfer Utility.

uCAD Installation and User's Guide Provides instructions on how to download and install the Primavera Unifier uCAD Application on your desktop and configure it to work with your AutoCAD® application. It also includes details on how to use uCAD with AutoCAD and Primavera Unifier. All users should read this guide.TBD

Configuring BI Publisher for Unifier Provides instructions on how to: Download BI Publisher. Configure BI Publisher settings. Configure BI Publisher in Primavera

Unifier. Create BI Publisher reports. Run BI Publisher reports. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Configuring Unifier for Single Sign On Provides procedures to configure Primavera Unifier that is running on Windows (64-bit) or on Linux operating systems for Single Sign On (SSO). The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

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Connecting Oracle Enterprise Manager to Primavera Unifier Metrics

Provides instructions on how to enable Enterprise Manager to display certain Primavera Unifier metrics. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Connecting Oracle Identity Manager 11g to Primavera Unifier

Guides administrators in configuring Oracle Identity Manager (OIM) to be used with Primavera Unifier. The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

Connecting the Content Repository to Primavera Unifier

Provides instructions on how to: Configure Oracle WebCenter Content Core Capabilities after you install it. Configure Microsoft SharePoint after

you install it. Configure CMIS-compliant repositories

after you install one. Configure the Primavera Unifier File

Repository. Set your content repository settings in

Primavera Unifier to connect to your content repository.

The Primavera Unifier network administrator/database administrator and Primavera Unifier administrator should read this guide.

User Documentation

Primavera Unifier Help Provides topic-oriented information about Primavera Unifier to assist users with features and procedures. All users should read this guide.

Primavera Unifier User's Guide Guides users on how to use Primavera Unifier application. All users should read this guide.

Primavera uDesigner User's Guide Guides users on how to use the uDesigner feature of Primavera Unifier application. All users should read this guide.

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Primavera Unifier Administration Guide Provides details about the Administration Mode of Primavera Unifier, which covers access to Primavera Unifier functionality that is granted through permissions. All users should read this guide.

Database Documentation

Primavera Unifier Reference Guide Provides details about data definitions, data elements, permission settings, import codes, and pickers with Primavera Unifier. All users should read this guide.

Integration Documentation

Primavera Unifier Integration Interface Guide

Describes the methods required for the integration, and the data being passed, between Primavera Unifier and an external system. Anyone who wants to develop applications which interact with Primavera Unifier should read this guide.

Base Product Documentation

Primavera Capital Planning Base Product User's Guide

Explains Primavera Unifier Capital Planning Base Product which is used for managing budget forecasts (both planned and in execution) for the user company. All users should read this guide.

Primavera Cost Control Base Product User's Guide

Explains Primavera Unifier Cost Controls Base Product which supports project tracking and project cost management. All users should read this guide.

Primavera Project Delivery Base Product User's Guide

Explains Primavera Unifier Project Delivery Base Product which is designed to optimize project results. All users should read this guide.

Distributing Information to the Team You can copy the online documentation to a network drive for access by project participants. Each team member can then view or print those portions that specifically relate to his or her role in the organization.

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Where to Get Training

To access comprehensive training for all Primavera products, go to:

http://education.oracle.com

Oracle Learning Library The Oracle Learning Library (OLL) provides online learning content covering Primavera products. Content includes videos, tutorials, articles, demos, step-by-step instructions to accomplish specific tasks, and self-paced interactive learning modules. To access the learning library’s Primavera content, go to:

http:/www.oracle.com.goto/oll

Where to Get 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, click http://support.oracle.com/. This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process. For more information about working with Support, visit https://support.oracle.com/epmos/faces/DocumentDisplay?id=888813.2 to view Support Tools & Tips.

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.

Using Primavera's Support Resource Centers Primavera’s Support Resource Center provides links to important support and product information. Primavera's Product Information Centers (PICs) organize documents found on My Oracle Support (MOS), providing quick access to product and version specific information such as important knowledge documents, Release Value Propositions, and Oracle University training. PICs also offer documentation on Lifetime Management, from planning to installs, upgrades, and maintenance.

Visit https://support.oracle.com/epmos/faces/DocumentDisplay?id=1486951.1 to access links to all of the current PICs.

PICs also provide access to:

Communities, which are moderated by Oracle providing a place for collaboration among industry peers to share best practices.

News from our development and strategy groups.

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Education via a list of available Primavera product trainings through Oracle University. The Oracle Advisor Webcast program brings interactive expertise straight to the desktop using Oracle Web Conferencing technology. This capability brings you and Oracle experts together to access information about support services, products, technologies, best practices, and more.

Additional Support

Support contact information is listed in the Support window, Contacts tab. You can download utilities and plug-ins, and their instructions, from the Support window, Download tab.

To access support contact information 1) Click Support menu item, located in the upper right-hand section of the Primavera Unifier

window, to open the Support window. 2) Click Contact tab to see your company contact information.

If your company administrator has provided internal support contact information, it will be listed under Primavera Unifier Base Products - Contact Information, at the top of the tab. Usually, this will be someone at your company that you can contact when you need help with Primavera Unifier. If this information is provided, this should be the first place you try for assistance. The eLearning contact information is available under eLearing. Your company may elect to provide access to the eLearning suite, where you can access interactive Primavera Unifier learning materials. Alternatively, your company may have its own customized support or training materials that can be accessed on an internal site/location. If your company administrator provides this contact information, it will be listed at the bottom of the window.

To access Primavera Unifier utilities and plug-ins, and their instructions 1) Click Support menu item, located in the upper right-hand section of the Primavera Unifier

window, to open the Support window. 2) Click Download tab.

From here, you can download the utilities and plug-ins and corresponding installation instructions. File Transfer Application Unifier uCAD Plug-in Unifier SmartForm Plug-in

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Oracle Primavera Unifier Installation and Setup Guide for WebLogic Application Server

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Unifier Installation and Setup Guide for WebLogic ... · Unifier Installation and Setup Guide for WebLogic Application Server Primavera Unifier is a system for managing the flow of