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Contents Introduction............................................................................................. 5
Unifier Overview ..................................................................................... 5 uDesigner Overview .................................................................................. 6
Installation Prerequisites ............................................................................. 9 Installing IBM WebSphere ........................................................................... 9 Installing JDK on WebSphere ....................................................................... 9 Installing AutoVue .................................................................................... 9
Installing Unifier on Linux........................................................................... 11 Downloading Unifier ............................................................................... 12 Configuring the Oracle Database Server ........................................................ 12 Installing the AutoVue Server .................................................................... 12
Downloading and Installing AutoVue ......................................................... 13 Configuring AutoVue............................................................................ 13 Deploying Unifier GUI Applets to AutoVue .................................................. 13
Installing and Configuring the Reports Server (Optional)..................................... 14 Installing Oracle WebCenter Content (Optional) .............................................. 14 Installing IBM WebSphere ......................................................................... 14 Configuring IBM Web Server ...................................................................... 15 Configuring WebSphere for Unifier .............................................................. 15
Increasing the Memory to Deploy Unifier ................................................... 15 Installing Mail SSL Certificates (Optional) ................................................... 16 Configuring JVM Custom Properties for Resolving X-Refs Using AutoVue ............... 16 Configuring JVM Custom Properties For BIP Webservice Client .......................... 16
Configuring Unifier Using the Configurator ..................................................... 17 Specifying Unifier Configurator Settings .................................................... 17
General Tab ................................................................................... 17 Repository Tab (WebCenter Content) .................................................... 18 Repository Tab (Network File System) ................................................... 19 Repository Tab (SharePoint) ............................................................... 19 Repository Tab (CMIS) ....................................................................... 20 Database Tab (Oracle) ...................................................................... 21 Database Tab (MS SQL Server) ............................................................. 22 Email Tab ...................................................................................... 22 Markup Server Tab ........................................................................... 23 Report Tab .................................................................................... 24 Geo Map Tab .................................................................................. 24
Saving the Configuration Settings ............................................................ 24 Changing Configurator Settings ............................................................... 24
Stopping Unifier in WebSphere ............................................................ 24 Editing Configuration Data ................................................................. 25 Starting Unifier Application in WebSphere .............................................. 25
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Unifier Installation and Setup Guide for WebSphere Application Server
Copying the Configuration Data File ......................................................... 25 Deploying Unifier in WebSphere ................................................................. 25
Generating the .EAR File ...................................................................... 25 Deploying Unifier from WebSphere Console ................................................ 26
Launching Unifier .................................................................................. 26 Starting Unifier for the First Time ........................................................... 27 Installing Unifier Applications ................................................................. 27
Deploying Unifier Online Help .................................................................... 28
Appendix A: Installing a Service Pack ............................................................. 29
Appendix B: Archiving Projects .................................................................... 31
For More Information ................................................................................ 31 Where to Get Documentation .................................................................... 31 Where to Get Training ............................................................................. 38 Where to Get Support ............................................................................. 38 Additional Support ................................................................................. 39
Legal Notices .......................................................................................... 42
4
The Unifier Installation and Setup Guide for WebSphere Application Server describes how to:
Set up and configure third-party applications on Linux (64-bit) for Unifier. These include: Oracle database or Microsoft SQL Server database servers Oracle Maps (Optional) Oracle WebCenter Content (Optional) Oracle Linux IBM WebSphere application server Unifier Application / Web Server AutoVue Server IBM Web Server Reports Server (Optional)
For the full list of system requirements and versions, see the Tested Configurations document under “Installation and Configuration Documentation” in the Primavera Unifier Online Documentation Library.
Install and configure Unifier components
This guide is intended for IT professionals who are installing and configuring the server environment for Unifier and who are supporting Unifier users.
Note: The uDesigner is a module in Unifier.
In This Section
Unifier Overview ........................................................................................................ 5 uDesigner Overview .................................................................................................. 6
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 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
5
Unifier Installation and Setup Guide for WebSphere Application Server
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.
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 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.
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. Unifier enables leading owners and operators to increase enterprise efficiencies, reduce project and operating costs, enhance visibility, and improve time-to-market.
uDesigner Overview
uDesigner is a functional module of Unifier and is enabled automatically when Unifier is installed.
The uDesigner module is used to create:
Business Process (BP) Managers (Asset - Cost - Document - Planning - Portfolio - Resource - Schedule - Space -
Shell) Configurable Modules Attribute Forms (Users, Shells, Document Manager, Cost)
You can use the uDesigner module to create, configure, setup, and test all designs in the Unifier Staging environment, and after you test the designs, you can import the designs to another environment, such as Unifier Production, by way of design bundles.
Notes:
You can select the Unifier environment in the Unifier Configurator. Unifier Staging environment is a Unifier server deployed without selecting the "Production" configuration checkbox in the Configurator.
Staging is a testing environment that replicates the Unifier Production environment. It must be set up just like production. An object (for example a BP) can be deployed multiple times in the Staging environment.
6
Introduction
Users with permission have access to uDesigner (Staging or Production). In Staging environment, all uDesigner functionalities are available, but in Production environment the uDesigner functionalities are limited.
7
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 WebSphere and JDK Installation of the supported version of IBM Web Server Installation of an Oracle or Microsoft SQL database
See the Tested Configurations document for the supported versions.
In This Section
Installing IBM WebSphere ......................................................................................... 9 Installing JDK on WebSphere .................................................................................... 9 Installing AutoVue ..................................................................................................... 9
Installing IBM WebSphere
Refer to the following documentation resources to install the WebSphere server:
For detailed installation instructions, refer to IBM Web Server documentation. For tested configurations with Unifier refer to the Tested Configurations document.
Installing JDK on WebSphere
WebSphere 8.5 automatically installs the IBM JDK on the application server. Installing the recommended WebSphere fix pack will update the JDK to the supported version. For a list of tested configurations for the Unifier JDK, see the Unifier Tested Configurations document.
Installing AutoVue
AutoVue installation is mandatory if you plan to use Unifier‘s Markup feature, also referred to as redlining.
Refer to Oracle AutoVue Client/Server Deployment Installation and Configuration Guide available on Oracle Documentation website.
For the full list of system requirements and versions, see the Tested Configurations document under “Installation and Configuration Documentation” in the Primavera Unifier Online Documentation Library.
Installation Prerequisites
9
These steps are provided as a reference for the installation and configuration process for a first time installation. Each step corresponds to a section in this guide. It is recommended that you follow the steps in this order.
Note: Before you begin: If you don’t already have one, create an installation account that has full administration privileges for the server. (This account is needed for maintenance and upgrades.)
1) Download and install Unifier. 2) Configure the Database Server. (This step must be completed before configuring Primavera
Unifier; this information will be used later during database configuration within Unifier Configurator.)
3) Install AutoVue Server 4) Install and configure the Reports Server. (Optional) 5) Install Oracle WebCenter Content. (Optional) 6) Install WebSphere 7) Configure the Web Server 8) Configure WebSphere for Unifier 9) Configure Unifier using Unifier Configurator 10) Deploy Unifier in WebSphere 11) Launch Unifier and install Unifier applications
In This Section
Downloading Unifier ................................................................................................ 12 Configuring the Oracle Database Server ................................................................. 12 Installing the AutoVue Server .................................................................................. 12 Installing and Configuring the Reports Server (Optional) ......................................... 14 Installing Oracle WebCenter Content (Optional) ...................................................... 14 Installing IBM WebSphere ....................................................................................... 14 Configuring IBM Web Server ................................................................................... 15 Configuring WebSphere for Unifier .......................................................................... 15 Configuring Unifier Using the Configurator ............................................................... 17 Deploying Unifier in WebSphere .............................................................................. 25 Launching Unifier ..................................................................................................... 26 Deploying Unifier Online Help .................................................................................. 28
Installing Unifier on Linux
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Unifier Installation and Setup Guide for WebSphere Application Server
Downloading Unifier
Downloading Primavera Unifier Platform 1) Go to Oracle Software Delivery Cloud (https://edelivery.oracle.com/) and sign in. 2) Locate Primavera Unifier R#.## (where #s represent the version numbers) 3) Download the appropriate parts based on your licensing. Refer to Read Me file for details.
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 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;
Note: (Required) Ensure that maximum open cursor in Oracle DB is set to 1000, or above.
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
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Installing Unifier on Linux
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.
For more information, refer to Oracle AutoVue Client/Server Deployment Installation and Configuration Guide available on Oracle Documentation website.
For the full list of system requirements and versions, see the Tested Configurations document under “Installation and Configuration Documentation” in the Primavera Unifier Online Documentation Library.
Downloading and Installing 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 "Specifying Unifier Configurator Settings" section.
Deploying Unifier GUI Applets to AutoVue
AutoVue provides the option of customizing third party graphical user interface (GUI). The following Unifier applet GUI files are provided to integrate with AutoVue:
default.gui defaultcons.gui
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Unifier Installation and Setup Guide for WebSphere Application Server
defaultNoMarkup.gui defaultview.gui
To deploy the Unifier applet GUI files to AutoVue:
1) Follow the recommendations in the Installation and Configuration Guide Oracle AutoVue 20.2.2, Client/Server Deployment (http://docs.oracle.com/cd/E49312_01/otn/docset.html).
2) Download the Primavera Unifier Tools R10.0 file from the Oracle Software Delivery Cloud 3) Unzip the AutoVueMenus.zip file into the location specified in the
jvueserver.users.directory parameter in the <AutoVue install dir>\bin\jvueserver.properties file.
Installing and Configuring the Reports Server (Optional)
Consult your Oracle documentation for instructions on installing the Oracle Business Intelligence Publisher 11g.
For the full list of system requirements and versions, see the Tested Configurations document under “Installation and Configuration Documentation” in the Primavera Unifier Online Documentation Library.
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 IBM WebSphere
This procedure provides a high-level sequence for installing WebSphere. For detailed installation instructions, refer to the IBM WebSphere documentation.
1) Install WebSphere 8.5 using the IBM Install Manager. Ensure the following: a. choose a Typical Profile installation b. enable administrative security and specify a user name and password to start Deployment
Manager, access the Admin Console and start the web server c. choose default for most items in the installation sequence.
2) Install WebSphere 8.5 Fix Pack 1. For detailed installation instructions, refer to the IBM WebSphere documentation.
3) After installing the Fix Pack, log in in the WebSphere Admin Console and uninstall the Default Application that came with WebSphere, as it also uses the root context. In a browser, enter http://<hostname>:9060/ibm/console/login.do to launch the admin console.To uninstall: a. Choose Applications, Application Types, WebSphere Enterprise Applications b. Check Default Application
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Installing Unifier on Linux
c. Click once to stop the application. d. Click the Uninstall button.
Configuring IBM Web Server
After installing IBM Web Server, customize the WebSphere installation using the WebSphere Customization Toolbox 8.5. For detailed instructions, see IBM HTTP Server installation and configuration guide.
Configuring WebSphere for Unifier
This section describes how to configure WebSphere for Unifier. It includes:
Increasing the memory size for Unifier application Installing SSL certificates Configuring a cluster of servers Configuring JVM custom properties for resolving x-refs using AutoVue Configuring JVM custom properties for BIP Webservice Client
Increasing the Memory to Deploy Unifier
To deploy or run Unifier, adjust the Java Virtual Memory Size for Deployment Manager and Server(s) as follows:
1) Login to the WebSphere Admin console. 2) Adjust the Deployment Manager memory size as follows:
a. Select the menu option, System Administration, Deployment Manager, Java and Process Management, Process Definition, Java Virtual Machine
b. For production environments, it is recommended to have 1024M Initial Heap Size and Maximum Heap Size of 2048M or higher. Otherwise,
c. Click Save. d. Restart the Deployment Manager for the changes to take effect as follows:
cd /opt/IBM/WebSphere/AppServer/profiles/Dmgr01/bin ./stopManager.sh ./startManager.sh
3) Adjust the Server memory size as follows: a. Select the menu option, Servers, All Servers, <Server Name>, Server Infrastructure,
Java and Process Management, Process Definition, Java Virtual Machine b. Change the Initial Heap Size to 512M and Maximum Heap Size to 1024M or higher. c. Click Save. d. Restart the Deployment Manager for the changes to take effect as follows:
cd /opt/IBM/WebSphere/AppServer/profiles/AppSrv01/bin ./stopServer.sh <server name> ./startServer.sh <server name>
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Unifier Installation and Setup Guide for WebSphere Application Server
Installing Mail SSL Certificates (Optional)
If you plan to use https to connect to other servers,such as mail server, configure WebSphere as follows:
1) Log in in to the Websphere Admin console 2) Select the menu option, Security, SSL certificate and key management, key stores and
certificate, CellDefaultTrustStore, Signer Certificate 3) Click Retrieve. 4) Enter values for the Host Name, Port, and Alias. 5) Click Retrieve Signer Information. 6) Click OK.
The host will be added as a trusted website for SSL connection.
Configuring JVM Custom Properties for Resolving X-Refs Using AutoVue
To fix the java.awt.Headless exception while uploading drawing files with references complete the following steps:
1) Log in to the Websphere Admin console. 2) Choose the option, Servers, All Servers, <Server Name>. 3) Under Server Infrastructure, select Java and Process Management, Process Definition. 4) Under Additional Properties, select Java Virtual Machine, Custom Properties. 5) Click on the New button and enter the following information:
a. In the Name field, enter java.awt.headless b. In the Value field, enter False.
6) If a cluster has been setup, enter the Name and Value information for each cluster member (server).
7) Save the configuration changes to the Master repository. 8) Restart the application server.
Configuring JVM Custom Properties For BIP Webservice Client
To prevent the JAX-WS runtime from appending the port number to the HTTP Host header value to a request, proceed as follows:
1) Log in to Websphere Admin console. 2) Choose the option, Servers, All Servers, <Server Name>. 3) Under Server Infrastructure, select Java and Process Management, Process Definition. 4) Under Additional Properties, select Java Virtual Machine, Custom Properties. 5) Click on the New button and enter the following information:
a. In the Name field, enter com.ibm.ws.websvcs.suppressHTTPRequestPortSuffix b. In the Value field, enter true.
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Installing Unifier on Linux
6) If a cluster has been setup, enter the Name and Value information for each cluster member (server).
7) Save the configuration changes to the Master repository. 8) Restart the application server.
Configuring Unifier Using the Configurator
This section describes how to use the Unifier Configurator to configure Unifier.
Specifying Unifier Configurator Settings
The Unifier environment is configured through the Unifier Configurator window. To change settings within Unifier Configurator:
1) Open the websphere directory in the Unifier Home folder. 2) Run configurator.sh. 3) In the Unifier Configurator window, configure the settings for each of the tabs as described in
the following topics.
General Tab Server Type: The setting that defines the mode Unifier server is running.
Set Server Type to Production if this Unifier installation is acting as the Unifier production environment.
Set Server Type to Staging if this Unifier installation is acting as the staging server for testing of business processes and other Unifier designs and configurations.
Note: You must set the Server Type to Staging if you want to modify uDesigner designs. If you do not select Staging, you will not be able to edit uDesigner designs since designs are available as read-only in the Production Server.
Server Internal URL: Enter the internal URL address of the Unifier server (HTTP). Ensure that you include the port number of the Application/IBM HTTP server instances (For example, http://host1.example.com:8008).
Note: BI Publisher and Markup servers use this URL 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.
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Unifier Installation and Setup Guide for WebSphere Application Server
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).
Note: Ensure that the Popup Blocker is disabled.
Unifier Help URL: To deploy a local version of the Unifier online help, enter the URL where the help file is to be hosted. By default, the online help is deployed from the Oracle Technology Network site.
Temporary Directory: Enter the temporary directory for Unifier server operations.
Repository Tab (WebCenter Content) This topic applies when you select WebCenter Content for the File Repository field.
There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network.
File Repository: Select WebCenter Content.
WebCenter Content Server Host: This is the IP address of the WebCenter Content server.
WebCenter Content Server Port: This is the port of the WebCenter Content server.
WebCenter Content User: This is the user who will add documents through the API. The user should exist in the WebCenter Content server.
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.
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Installing Unifier on Linux
Index Directory: This folder is for index files used in Document Manager search function.
Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving" for more information about archiving.)
Archive Temp Directory: For temporary archived files. Default value is d:\temp.
Report Directory: The pathname where report files are stored.
Web Service Audit Directory: This folder stores files for Web Services calls.
Dashboard Data Directory: This folder stores the .swf and XML files used with custom dashboards.
Log File Directory: The folder where the log files are stored.
Repository Tab (Network File System) This topic applies when you select Network File System for the File Repository field.
There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network.
File Repository: Select a Network File System from the drop-down list. Options include:
CMIS - Refer to the Repository Tab (CMIS) for detailed information SharePoint - Refer to the Repository Tab (SharePoint) for detailed information.
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.
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.
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Unifier Installation and Setup Guide for WebSphere Application Server
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 (For example: http://SPHostname/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 (For example: http://hostname/port/WS_FPRPC).
SharePoint Repository Root URL: The URL of an external document library.
Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to ‘see’ data previously entered.
These repositories, in addition to your database, should be backed up regularly.
When naming the folders, be sure there are no spaces in the folder names.
These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment.
Index Directory: This folder is for index files used in Document Manager search function.
Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving" for more information about archiving.)
Archive Temp Directory: For temporary archived files. Default value is d:\temp.
Report Directory: The pathname where report files are stored.
Web Service Audit Directory: This folder stores files for Web Services calls.
Dashboard Data Directory: This folder stores the .swf and XML files used with custom dashboards.
Log File Directory: The folder where the log files are stored.
Repository Tab (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.
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Installing Unifier on Linux
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 Projects" 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.
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 (/) before the DB Name (in the field) to connect with the Instance ID or Service name for an Oracle RAC database and Only Service Name connections for Pluggable Database in Oracle DB 12c. 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.
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Unifier Installation and Setup Guide for WebSphere Application Server
Max. Connections: The setting that defines the maximum connections to the database. The maximum is 400; the recommended maximum is 80 to 100.
Min. Connections: The setting that defines the minimum connections that must be connected to the database.
Click Test Connection to verify that the Application server and the database are connected and communicating. A Test is successful message will popup if test is successful. Two conditions are tested: Ability of Unifier to connect to the database Level of permissions granted to the database login user account
Database Tab (MS SQL Server) The information entered in this tab is based upon your earlier database and user account creation.
Database Type: Select MS SQL Server to configure for Microsoft SQL Server.
Host Name: Enter the host name of the computer where you installed and configured Microsoft SQL Server database.
Instance ID: If you did not specify an instance name when configuring the SQL Server, leave the Instance ID field blank. Otherwise, enter the Instance ID.
Port: Enter the Port number to be used by Unifier to communicate with the Microsoft SQL Server database.
User Name: Enter the database login user account name for the Microsoft SQL Server database to be used by Unifier.
User Password: Enter the database login user account name password for the Microsoft SQL Server database to be used by Unifier.
Database Name: Enter the database name (if applicable).
Max. Connections: The setting that defines the maximum connections to the database. The recommended setting is 100.
Min. Connections: The setting that defines the minimum connections that must be connected to the database. Click Test Connection to verify that the Application server and the Microsoft SQL Server database are connected and communicating.
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 in to the system.
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Installing Unifier on Linux
Note: The E-mail Login URL Must contain the fully qualified server name to establish successful connection to the application server. Otherwise, the interactive login will not work.
Support Contact Information: The message text included in all Support e-mail notifications.
Note: To enable an e-mail address as a hyperlink, use the following format: <a href="mailto:[email protected]">[email protected]</a>
Support E-mail Address: The e-mail address to be used by the mail server as the default system support e-mail.
System Error Notification E-mail Address: The e-mail address where Unifier sends a notification if it loses connection to the database while the system is running. Addresses can be separated by semicolon.
License Notification E-mail Address: The e-mail address where Unifier sends licensing notifications, for example, if number of users is exceeded. Addresses can be separated by semicolon.
Inbound E-mail protocol: Select the protocol used by the inbound email server that can receive email. The supported protocols are POP3, IMAP, POP3S, and IMAPS.
Inbound E-mail Server: Enter the server that can receive email (for example, if a user takes action via e-mail on a business process). This can be the server name or IP address. Optionally, you can specify the port number after the server name of IP address, such as example.com:1521.
Inbound E-mail Account: Enter the email account to receive response email from the user.
Note: To use the project or shell Mailbox, which allows external email messages to be sent to and stored within a central project or shell mailbox, use the following format for the inbound email account. This allows acceptance of inbound emails sent to the system-generated project/shell email addresses: *[email protected]. Be aware that this configuration is needed on the e-mail server, not within the Unifier Configurator.
Inbound E-mail Password: This is the password that corresponds to the inbound e-mail account. This password is used when e-mail is retrieved.
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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Unifier Installation and Setup Guide for WebSphere Application Server
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 Unifier for the changes to be operative.
Changing Configurator Settings
After initially installing and configuring Unifier, you must follow this procedure to make any subsequent changes to the configuration settings:
Stopping Unifier in WebSphere To stop Unifier in WebSphere, complete the following steps:
1) Log in to Websphere Admin Console.
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Installing Unifier on Linux
2) Select the menu option, Applications, Application Types, Websphere Enterprise Application.
3) Check Unifier and click Stop.
Editing Configuration Data If you need to make changes to the configuration data, you must stop Unifier first, and then restart after making changes.
1) Stop Unifier as described in Stopping Unifier in WebSphere (on page 24). 2) In the websphere directory within the <Unifier_Home> folder, locate the configurator.sh file. 3) Run ./configurator.sh. 4) Make necessary configuration changes, and then click File, Save. 5) Generate the .EAR file. For detailed instructions, see Generating the .EAR File (on page 25). 6) Deploy the .EAR file in WebSphere. For detailed instructions, see Deploying Unifier from
WebSphere Console (on page 26). 7) Restart Unifier.
Starting Unifier Application in WebSphere To start Unifier in WebSphere, complete the following steps:
1) Log in to Websphere Admin Console. 2) Select the menu option, Applications, Application Types, Websphere Enterprise
Application. 3) Check Unifier and click Start.
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.
Deploying Unifier in WebSphere
Unifier can be deployed into the WebSphere using WebSphere console and the steps are as follows:
Generating a .EAR file from the configurator Deploying the application from WebSphere console
Generating the .EAR File
Complete the following steps to create a unifier.ear file to deploy Unifier.
1) Change directory to <unifier_home>/websphere. 2) chmod 755 *.sh
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Unifier Installation and Setup Guide for WebSphere Application Server
Ensure the environment variables JAVA_HOME and UNIFIER_HOME are defined. export JAVA_HOME = <your JDK location> UNIFIER_HOME = <location where Unifier is installed> export UNIFIER_HOME
3) chmod +x *.sh 4) ./configure.sh 5) Enter all the parameters. 6) Select File, Save. 7) Select File, Generate EAR File.
The <unifier_home>/unifier.ear is generated. 8) Deploy the application in WebSphere. For detailed instructions, see Deploying Unifier from
WebSphere Console (on page 26).
Deploying Unifier from WebSphere Console
To deploy Unifier using the .ear file from the WebSphere Admin console, proceed as follows:
1) Log in to WebSphere Admin Console. 2) Select the menu option, Applications, Application Types, WebSphere Enterprise
Application. 3) Click Install. 4) Select Local File System, <unifier_home>/unifier.ear and click Next. 5) Choose Fast Path, and click Next. 6) Leave as default, select Deploy Web Services and click Next.
When asking Map modules to servers, highlight any cluster or servers that you want to deploy to, and click Apply to show your deploy target.
7) Click Next retaining all default values. 8) Click Next retaining all default values. 9) Check the Metadata-Complete option. 10) Click Finish and click Save.
Launching Unifier
This section describes how to:
Start Unifier for the first time Install Unifier applications Set up your company Before launching Unifier, ensure that you reviewed the First Time User's Setup Guide
(accessed via the link on the Unifier Sign In screen).
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Installing Unifier on Linux
Starting Unifier for the First Time
In your browser, navigate to the URL that launches the Unifier application locally. For example: http://unifier.oracle.com:7001. In the Sign In window, sign in to Unifier with the default Administrator username (Administrator) and password (Administrator).
Unifier immediately prompts you to change your password. We recommend you do so immediately for security reasons. Once you change your password, 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 Unifier Applications
The following subsection describes the procedure for installing Unifier applications for your company. These procedures are to be performed by the Site Administrator, after the required applications are downloaded and stored locally.
Note: If you receive an error message, try re-installing the application. If this does not work, contact Oracle Support. See "Contacting Customer Support.
When you sign in as the Site Administrator, Unifier shows you the Home tab in Administration Mode.
1) In the left Navigator, click the Applications node. Unifier displays an install panel on the right side of the window.
2) Click the Install button. Unifier displays the Install Primavera Unifier Application window. Use the information in the table below to complete this window.
3) Click Install.
Note: Ensure that the Temporary directory is set in the configurator (General tab).
In this field: Do this:
Application File Browse to where the applications are stored and select the application you want to install. Note that you should point to the .zip file and that .zip file does not need to be previously extracted.
Name Enter the name of the company.
Short Name Enter a one-word short name, up to 8 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout Primavera Unifier in place of the company name. (For example, when importing uDesigner-created business processes, and on logs that identify partner companies.)
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In this field: Do this:
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.
Deploying Unifier Online Help
By default Unifier online help is deployed from the Oracle Technology Network site. To deploy 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) Sign in to 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.
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.
Appendix B: Archiving Projects
For More Information
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Unifier Installation and Setup Guide for WebSphere Application Server
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 the Help menu.
Note: For the full list of system requirements, supported software, and versions, see the Tested Configurations document under “Installation and Configuration Documentation” in the Primavera Unifier Online Documentation Library.
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/E51623_01/index.htm (http://docs.oracle.com/cd/E51623_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.
Supplementary Documentation
Title Description
What's New Contains key enhancements in the current release of Primavera Unifier. All users should read this guide.
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For More Information
Title Description
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.
Readme for Media Pack Contains a table that can help you determine what downloads are required to run your licenses. All users should read this guide.
Notices and Disclosures Third-Party Notices & Disclosures document lists the third-party proprietary and open source software used in Oracle Primavera Unifier. All users should read this guide.
Installation Documentation
Title Description
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.
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Unifier Installation and Setup Guide for WebSphere Application Server
Title Description
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.
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.
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For More Information
Title Description
Tested Configurations Previously: System Configuration Information
Provides the tested configurations for Oracle Primavera Unifier and includes list of applications and supported version levels. 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
Title Description
Primavera uClient Configurator Setup Guide
Describes how to set up the Primavera uClient Configurator. All users should read this guide.
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.
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Unifier Installation and Setup Guide for WebSphere Application Server
Title Description
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.
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.
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For More Information
Title Description
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
Title Description
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.
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.
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Unifier Installation and Setup Guide for WebSphere Application Server
Database Documentation
Title Description
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
Title Description
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.
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.
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 whitepapers, 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/oll/primavera
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.
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For More Information
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. 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
The following is a list of additional support are available in Unifier:
Unifier Help Unifier Library Contact Support Download Plugins About Unifier
Note: The Contact Support and Download Plugins options both open a single window, Support. The only difference is as follows: - Contact Support opens the Contact tab of the Support window by default - Download Plugins opens the Download tab of the Support window by default
Unifier Help Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Unifier Help to open the Unifier and uDesigner Help.
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Unifier Installation and Setup Guide for WebSphere Application Server
Unifier Library Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Unifier Library to open the Unifier documentation library.
Contact Support Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Contact Support to open the Support window.
The Support window has two tabs:
Contact, which opens by default Download
In the Contact tab, Contact Information section, you can see the name, phone, and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier. For assistance, try this person, first.
Note: This information is available only if your company administrator has provided internal support contact information.
In the Contact tab, eLearning section, you see the location (Access), name of the contact (Contact), and any instructions that you might need in order to access the eLearning materials.
Note: 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.
In the Download tab, Download section, you can see a list of the following application and plug-ins available to download, with installation instructions.
File Transfer Application Unifier uCAD Plug-in Unifier SmartFOrm Plug-in
Each application and plug-in has two options:
Download Installation instructions
Follow the links within each option to proceed.
Download Plugins Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click Download Plugins to open the Support window.
The Support window has two tabs:
Contact Download, which opens by default
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For More Information
In the Download tab, Download section, you can see a list of the following application and plug-ins available to download, with installation instructions.
File Transfer Application Unifier uCAD Plug-in Unifier SmartFOrm Plug-in
Each application and plug-in has two options:
Download Installation instructions
Follow the links within each option to proceed.
In the Contact tab, Contact Information section, you can see the name, phone, and contact instructions of someone at your company that you can contact when you need help with Primavera Unifier. For assistance, try this person, first.
Note: This information is available only if your company administrator has provided internal support contact information.
In the Contact tab, eLearning section, you see the location (Access), name of the contact (Contact), and any instructions that you might need in order to access the eLearning materials.
Note: 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.
About Unifier Click Help from the upper right-hand section of the Unifier window to open a contextual menu and click About Unifier to access version number, copyright information, and software agreement details for the Oracle Primavera Unifier.
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Oracle Primavera Unifier Installation and Setup Guide for WebSphere Application Server
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