Unifier Installation and Setup Guide For WebLogic Application Server

9.13.0.0

September 2013

Legal Notices
Oracle Primavera Unifier Installation and Setup Guide For WebLogic Application Server
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Contents
Legal Notices ........................................................................................................................ 2
Introduction .......................................................................................................................... 5
Contacting Customer Support ............................................................................................ 5
Primavera Unifier Overview ............................................................................................... 6
Primavera uDesigner Overview ......................................................................................... 6
Installation Prerequisites ..................................................................................................... 7
Installing WebLogic ............................................................................................................ 7
Installing JRockit ................................................................................................................ 8
Installing Oracle HTTP Server (OHS) ................................................................................ 8
Installing AutoVue .............................................................................................................. 8
Primavera Unifier Installation Steps for First Time Install ................................................. 8
Downloading and Installing Primavera Unifier ................................................................... 9
Configuring the Database Server ...................................................................................... 11
Configuring the Oracle Database Server.......................................................................... 11
Configuring the SQL Database Server ............................................................................. 12
Configuring WebLogic for Primavera Unifier ................................................................... 12
Creating a WebLogic Domain for Primavera Unifier ......................................................... 12
Starting and Stopping the Admin Server .......................................................................... 13
Starting the WebLogic Admin Server for Primavera Unifier ......................................... 13
Starting WebLogic on Windows Platforms ..............................................................13
Starting WebLogic on UNIX Platforms ....................................................................14

Stopping the WebLogic Admin Server for Primavera Unifier ........................................ 14

Stopping WebLogic on Windows Platforms.............................................................14
Stopping WebLogic on UNIX Platforms...................................................................14

Installing and Configuring the Reports Server (Optional) ............................................... 17

Installing Oracle WebCenter Content (Optional) .............................................................. 17
Installing AutoVue Server .................................................................................................. 19
Install AutoVue................................................................................................................. 19
Configuring for AutoVue................................................................................................... 20
Deploying Custom GUI AutoVue Applets ......................................................................... 20
Configuring Primavera Unifier Using the Configurator ................................................... 21
Changing Unifier Configurator Settings ............................................................................ 21
General Tab ................................................................................................................ 21
Repository Tab (WebCenter Content) ......................................................................... 22
Repository Tab (Network File System) ........................................................................ 23
Repository Tab ( Sharepoint) ...................................................................................... 24
Repository Tab (CMIS) ................................................................................................ 25

Unifier Installation and Setup Guide For WebLogic Application Server

Database Tab (Oracle) ................................................................................................ 26
Database Tab (MS SQL Server).................................................................................. 26
Email Tab .................................................................................................................... 27
Markup Server Tab...................................................................................................... 28
Report Tab .................................................................................................................. 28
Geo Map Tab .............................................................................................................. 28
Saving the Configuration Data ..................................................................................... 29
Configuring WebLogic as a Service on Windows and Linux (Optional) ............................ 29
Configuring WebLogic as a Service on Windows ........................................................ 29
Configuring WebLogic and OHS as a Service on Linux 64-bit ..................................... 30
Starting and Stopping Primavera Unifier .......................................................................... 31
Editing Configuration Data ............................................................................................... 31
Copying the Configuration Data File ................................................................................ 31
Configuring the OHS Web Server...................................................................................... 33
Oracle HTTP Server (OHS) ............................................................................................. 33
SSL Certificate ............................................................................................................ 34
Data Backup Recommendations ................................................................................. 34
Deploying Primavera Unifier in WebLogic........................................................................ 35
Deploying Primavera Unifier Using an EAR File............................................................... 35
Adding Primavera Unifier as a WebLogic Application....................................................... 35
Deploying Primavera Unifier to a WebLogic Cluster ......................................................... 36
Deploying Primavera Unifier Online Help ......................................................................... 36
Launching Primavera Unifier ............................................................................................. 37
Starting Primavera Unifier for the First Time .................................................................... 37
Installing Primavera Unifier Applications .......................................................................... 37
Installing Additional Applications ................................................................................. 39
Appendix A: Installing a Service Pack .............................................................................. 41
Appendix B: Archiving Projects ........................................................................................ 43

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

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

This guide is intended for IT professionals who are installing and configuring the server
environment for Primavera Unifier and who are supporting Primavera Unifier users.
For the full list of system requirements and versions, see the Configuration Information document
under "Installation and Configuration Documentation" in the Primavera Unifier 9.13 Online
Documentation Library on the Oracle Technology Network (OTN).
Note: Primavera uDesigner is a companion module to Primavera Unifier
and is installed automatically with Primavera Unifier.

In This Section
Contacting Customer Support ....................................................................................5
Primavera Unifier Overview .......................................................................................6
Primavera uDesigner Overview .................................................................................6

Contacting Customer Support

If you have a question about using Oracle products that you or your network administrator cannot
resolve with information in the documentation or help, go to:
http://support.oracle.com
This page provides the latest information on contacting Oracle Global Customer Support,
knowledge articles, and the support renewals process.

Unifier Installation and Setup Guide For WebLogic Application Server

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

Primavera Unifier Overview

Designing, building, and managing facilities requires extensive collaboration between numerous,
often geographically dispersed, disciplines and entities. Throughout the process, from conceptual
design to facility operations, access to accurate, up-to-date information is critical to the success of
a project and facility.
Oracle Primavera's Primavera Unifier is an integrated platform that optimizes business processes
and creates visibility to enable customers to better manage all of the communications and
information required to successfully manage a facility throughout the lifecycle.
Primavera Unifier is a system for managing the flow of information in projects or shells, providing a
seamlessly automated and integrated environment across the lifecycle of your company's
facilities, from planning, design, procurement, construction and into operations and maintenance.
It provides real-time visibility across multiple projects or shells to help your company make fast,
accurate decisions.
Primavera Unifier lets you track and manage information such as budgets, project or shell
members, specifications, requests for information, and shared documents. You decide who has
access to the information, which team members are allowed to approve changes to the
information, and how information flows between people.
Oracle Primavera's solutions automate manual processes and pull together information from
various point systems typically used on a portfolio of projects or shells. Through Primavera Unifier,
executives and project or shell team members can better manage all data and business processes
in one centralized system, while reducing the reliance on older technologies such as e-mail, fax,
and desktop applications.
Primavera Unifier was designed from the ground up specifically for the facility owner, based upon
our industry domain expertise and knowledge of best practices combined with direct customer
input gathered over decades of client interaction. The result is a robust set of capabilities with an
intuitive, easy-to-use interface. Primavera Unifier enables leading owners and operators to
increase enterprise efficiencies, reduce project and operating costs, enhance visibility, and
improve time-to-market.

Primavera uDesigner Overview

Primavera uDesigner is a functional module of Primavera Unifier and is enabled automatically
when a "product/application" is installed.
Primavera uDesigner provides a flexible and sophisticated design tool for those customers who
want to create and publish their own customized business processes (BPs).

Installation Prerequisites
Once a business process has been created and completed in Primavera uDesigner, it can be
tested on a Primavera Unifier staging environment. A Primavera Unifier staging environment is a
Primavera Unifier server deployed without checking the "Production" configuration checkbox in
the Configurator. (You select this staging and production environments in the Unifier
Configurator.) The staging environment allows each business process to be tested for
completeness and functionality. After the business process has been tested and meets your
requirements, it can then be imported into the Primavera Unifier production environment and used
by active Primavera Unifier users.
Note: Primavera uStage is a testing Environment that replicates the
Primavera Unifier production environment. It must be set up just like
production. Business processes can be deployed multiple times on
Primavera uStage.
The Company Administrator has the access to uDesigner only when the Unifier Server Type is set
to Staging mode. If the Server Type is set to Production mode, the administrator will be able to
import the business processes and designs but will not be able access the uDesigner tool.

Installation Prerequisites
Create an installation account on the server that has full administration privileges. You will need to
use this account for maintenance and upgrades.
The following are also prerequisites:

Installation of the supported versions of WebLogic, JRockit, and JDK.

Installation of the supported version of Oracle HTTP Server (OHS)
Installation of an Oracle or Microsoft SQL database
See the Tested Configurations document for the supported versions.

Installing WebLogic
You will need to install WebLogic 11g to deploy Primavera Unifier. For supported version levels,
see the Tested Configurations document. Also, consult WebLogics documentation for installation
instructions. Visit http://docs.oracle.com/cd/E23943_01/wls.htm
WebLogic JDK
WebLogic 11g automatically installs Oracle JRockit and Sun Java 2 JDK version 6.0 for Windows;
however, specific versions are supported based on your configuration. For a list of tested
configurations for Primavera Unifier, see the Tested Configurations document.
These guidelines were current at the time of publication:

You must use a supported version of a JDK.

Unifier Installation and Setup Guide For WebLogic Application Server

To use JRockit, you must have JRockit for Java SE 6. The Microsoft Windows and Linux
platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For
more information, see the Primavera Unifier Media Pack Readme and
http://docs.oracle.com/cd/E23943_01/wls.htm

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

You must use a supported version of a JDK.

To use JRockit, you must have JRockit for Java SE 6. The Microsoft Windows and Linux
platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For
more information, see the Primavera Unifier Media Pack Readme and
http://docs.oracle.com/cd/E23943_01/wls.htm

Installing Oracle HTTP Server (OHS)

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

Installing AutoVue
AutoVue installation is mandatory if you plan to use Unifiers Markup feature, also referred to as
redlining. For more details, refer to the section, Installing AutoVue Server (on page 19), in this
guide, and the Tested Configurations document on the Oracle Technology Network site.

Primavera Unifier Installation Steps for First

Time Install
These steps are provided as a reference for the installation and configuration process for a first
time installation. Each step corresponds to a section in this guide. It is recommended that you
follow the steps in this order.
Note: Before you begin: If you dont already have one, create an
installation account that has full administration privileges for the server.
(This account is needed for maintenance and upgrades.)

Downloading and Installing Primavera Unifier

Step 1 Download and install Primavera Unifier.
Step 2 Configure the Database Server. (This step must be completed before configuring
Primavera Unifier; this information will be used later during database configuration within Unifier
Configurator.)
Step 3 Configure WebLogic for Primavera Unifier.
Step 4 Install and configure the Reports Server. (Optional)
Step 5 Install Oracle WebCenter Content. (Optional)
Step 6 Install AutoVue Server.
Step 7 Configure Primavera Unifier. (Change settings using Unifier Configurator)
Step 8 Configure the Web Server.
Step 9 Deploy Primavera Unifier in WebLogic.
Step 10 Launch Primavera Unifier and install Primavera Unifier applications.

Downloading and Installing Primavera Unifier

To download Unifier:
1) Go to Oracle Software Delivery Cloud.
2) Download Primavera Unifier R9.13 for <platform> folder and extract the contents.
where Primavera Unifier R9.13 for <platform> is the name of the media pack.
3) Extract the unifier_9.13.0.0.zip file to a known location, such as \home\unifier.

Configuring the Database Server

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

In This Section
Configuring the Oracle Database Server ................................................................. 11
Configuring the SQL Database Server .................................................................... 12

Configuring the Oracle Database Server

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

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

2) Create a user account on the newly created database.

For successful Primavera Unifier/uDesigner installation, make sure ample free space (at least
2GB) is available for the default tablespace where the new user will be located.
3) Grant the new user with "connect, resource, create view, and create table" privileges.
Note: This information will be needed later for setting database
information within the Unifier Configurator (under the Database tab).
For example:
create user unifier identified by unifier
temporary tablespace temp
default tablespace users;
grant connect, resource, create view, create table to unifier;

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Unifier Installation and Setup Guide For WebLogic Application Server

Configuring the SQL Database Server

The following is an overview of the steps required to configure the Microsoft SQL database for use
with Unifier. Refer to your SQL documentation for more information and specific instructions.
To configure the Microsoft SQL database for use with Unifier
1) Create a new database to be used with Unifier.
Note: You can accept the defaults.
2) Create a user account for the newly created database.
3) Use the default SQL configuration. You need to assign the user as db_owner or Unifier will not
work.
Note: This information will be needed later for setting database
information within the Unifier Configurator (under the Database tab).

Configuring WebLogic for Primavera Unifier

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

Creating a WebLogic domain for Primavera Unifier

Starting and stopping the admin server
Configuring WebLogic as a service on Windows and Linux
Creating a WebLogic Domain for Primavera Unifier
To create a WebLogic Domain:
1) Run the WebLogic Configuration Wizard.
2) In the Welcome window:
a. Select Create a new WebLogic domain.
b. Click Next.
3) In the Select Domain Source window, click Next to accept the default selections.
4) In the Specify Domain Name and Location:
a. Enter the domain name.
b. Enter the domain location.
c. Click Next.
5) In the Configure Administrator User Name and Password window:
a. Enter the user name and password to be used for the WebLogic AdminServer processes.
b. Click Next.

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Configuring WebLogic for Primavera Unifier

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 JRockit you installed earlier.
c. Click Next.
7) In the Select Optional Configuration window:
a. Select the Administration Server option.
b. Click Next.
8) (Optional) In the Configure the Administration Server window:
a. Select the SSL enabled option and set the SSL listen port if you are enabling Secure
Sockets Layer communication.
See http://download.oracle.com/docs/cd/E12840_01/wls/docs103/secmanage/ssl.html for
more details on setting SSL for WebLogic.
Note: Oracle recommends you always use SSL in a production
environment for secure communications.
b. Click Next.
9) In the Configuration Summary window, click Create.
If given the option, you can click Done now. Otherwise, continue to the next step.
10) If you are using Windows, in the Creating Domain window:
a. Select Start Admin Server.
b. Click Done.
11) When prompted, enter the administrator user name and password that you entered above.

Starting and Stopping the Admin Server

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

Starting the WebLogic Admin Server for Primavera Unifier

Follow the instructions below to start the WebLogic Admin Server for Primavera Unifier.
Starting WebLogic on Windows Platforms
To start WebLogic on Windows:
1) From the Start menu, navigate to the Oracle WebLogic submenu.
2) Choose User Projects, domain, Start Server.

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Unifier Installation and Setup Guide For WebLogic Application Server

3) If prompted for a user name and password in the WebLogic console window, type in the
administrative user name and password you specified when creating the domain.
Note: If you turned on the WebLogic precompile option, the WebLogic
console displays "Server started in RUNNING mode" when precompiling
finishes. For detailed information about turning on precompilation, see
your WebLogic Server documentation.

Starting WebLogic on UNIX Platforms

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

When you are finished working in the WebLogic Administration Console, use the instructions
below to stop the WebLogic Admin Server for Primavera Unifier.
Stopping WebLogic on Windows Platforms
To stop WebLogic on Windows:
1) From the Start menu, navigate to the Oracle WebLogic submenu.
2) Choose User Projects, domain, Stop Server.
3) If prompted for a user name and password in the WebLogic console window, type in the
administrative user name and password you specified when creating the domain.
Note: The WebLogic console window that opened when you started
WebLogic will close automatically when it has shutdown.

Stopping WebLogic on UNIX Platforms

To stop WebLogic on UNIX platforms:
1) Change to the weblogic_home/user_projects/domain directory.
2) Run the stopWebLogic.sh script.

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Configuring WebLogic for Primavera Unifier

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

15

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

17

Installing AutoVue Server

AutoVue installation is mandatory if you plan to use Unifiers Markup feature, also referred to as
redlining. When attaching documents to a Business Process form, you can add markups, such as
text notes or graphical elements, to the document, which display directly on the document but do
not alter it.
Notes: You must have a license to install AutoVue.
The AutoVue server is very CPU-, I/O-, memory-, and graphics-intensive.
Ensure that the machine running the AutoVue
server is not being used for other applications. For optimal performance,
Oracle Primavera recommends that the machine running the AutoVue
server should not be used by other applications.
This section includes:

Install steps for AutoVue

Configuration for AutoVue
Deploying Custom GUI AutoVue applets
In This Section
Install AutoVue ........................................................................................................ 19
Configuring for AutoVue .......................................................................................... 20
Deploying Custom GUI AutoVue Applets ................................................................. 20

Install AutoVue
Proceed as follows to download and install AutoVue:
1)
2)
3)
4)

Go to the Oracle Software Delivery Cloud.

Select the product pack: Oracle AutoVue.
Select the applicable platform: Windows or Linux.
Proceed as follows for Linux:
a. Select this link: Oracle AutoVue 20.2.1 Media Pack for Linux x86.
b. Download Oracle AutoVue 2D Professional 20.2.1 for Linux x86.
5) Proceed as follows for Windows:
a. Select this link: Oracle AutoVue 20.2.1 Media Pack for Microsoft Windows (32-bit).
b. Download Oracle AutoVue 2D Professional 20.2.1 for Microsoft Windows 32-bit.
6) After download, extract the zip file and go to this directory:
\AutoVue_2DPRO_20_2_1\ClientServerDeployment.

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Unifier Installation and Setup Guide For WebLogic Application Server

7) For Windows, run the InstallClientServer.exe and follow the installation wizard steps, but be
aware of the following:
For authentication mechanism select Configure later (Manual Configuration)
For SSL configuration select Configure later (Manual Configuration)
8) For Linux, run the InstallClientServer_lin.bin file and follow the installation wizard steps.

Configuring for AutoVue

After downloading and installing AutoVue, configure AutoVue for Unifier using the Unifier
Configurator.
Enter information in the following tabs of the Unifier Configurator:

In the General Tab, enter the Server internal URL field.

In the Markup Server Tab, complete all fields in this tab.
For more information about the General and Markup Server tabs, see the section, Changing the
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
20.2.1, 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.

20

Configuring Primavera Unifier Using the

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

In This Section
Changing Unifier Configurator Settings ................................................................... 21
Configuring WebLogic as a Service on Windows and Linux (Optional) .................... 29
Starting and Stopping Primavera Unifier .................................................................. 31
Editing Configuration Data ....................................................................................... 31
Copying the Configuration Data File ........................................................................ 31

Changing Unifier Configurator Settings

The Primavera Unifier environment is configured through the Unifier Configurator window. To
change settings in Unifier Configurator:
1) Open the WebLogic directory inside the Unifier Home folder.
2) Proceed as follows only if the setenv.bat file (if using Wiindows) or the setenv.sh file (if using
Linux) was not already edited, as discussed below:
Set the domain_home variable to specify the path of the domain home folder that will be
used by Unifier.
Set the admin url variable to specify host name and port number used by the Unifier
domain.
Set the java_home variable to the JRockit installed directory.
3) Save the file.
4) Run configure.bat (if using Windows) or configure.sh (if using Linux).
5) In the Unifier Configurator window, configure the settings for each of the tabs as described in
the following topics.

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

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

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Unifier Installation and Setup Guide For WebLogic Application Server

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 use
Primavera uDesigner. If you do not select Staging, you will be unable to
initiate uDesigner because the Design Mode option for uDesigner will not
appear on the User Mode menu, available from the Unifier Home tab.
Server Internal URL: Enter the internal URL address of this Unifier server (HTTP), including the
port number of the application server instance (for example, http://host1.example.com:8008).
Select the option Setup IBM HTTP Server Administration Server (with port 8008). This URL is
used by the BI Publisher and Markup servers to communicate with Unifier.
Login Session Timeout: Login Session Timeout is used to control the amount of time a user can
be idle before having to log back into Unifier. The unit is seconds. For security reasons, the
recommended timeout setting is between 30 minutes and 4 hours.
Late Notice Interval: Interval, in minutes, used by the internal job server for notification tasks.
The suggested interval is 15 minutes. A very small interval may degrade performance.
Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log
into the system. The recommended setting is 400.
Background Job Disabled: Determines whether the Unifier background job is disabled.
OIM/OAM Enabled: Determines whether integration of Primavera Unifier with Oracle Identify and
Access Manager is enabled.
SSO Logout: Enter the logout URL for Oracle Access Manager Single Sign On Configuration.
UPK Help URL: Enter the URL where the User Productivity Kit (UPK) help content is to be hosted
(as a generic example, http://servername/contextroot, or as a specific example is
http://localhost/unifierupk).
Unifier Help URL: To deploy a local version of the Unifier online help, enter the URL where the
help file is to be hosted. By default, the online help is deployed from the Oracle Technology
Network site.
Temporary Directory: Enter the temporary directory for Unifier server operations.

Repository Tab (WebCenter Content)

This topic applies when you select WebCenter Content for the File Repository field.
There are two data repositories (folders in which Unifier data is stored), which Unifier requires you
to configure. There are additional repositories, such as the archive directory for project archiving,
that are used with specific features, as described below. These can be located on a local but
separate hard drive, or on a mapped drive on your network.
File Repository: Select WebCenter Content.
WebCenter Content Server Host: This is the IP address of the WebCenter Content server.
WebCenter Content Server Port: This is the port of the WebCenter Content server.

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Configuring Primavera Unifier Using the Configurator

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.

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.

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Unifier Installation and Setup Guide For WebLogic Application Server

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.
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.
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.

24

Configuring Primavera Unifier Using the Configurator

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.
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.

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Unifier Installation and Setup Guide For WebLogic Application Server

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.

26

Configuring Primavera Unifier Using the Configurator

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 "Senders"
e-mail address for all e-mails generated by the Unifier system. Example: admin@example.com
E-Mail Sender Prefix: Provide the e-mail prefix that will be used in the Senders 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:name@example.com">name@example.com</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.

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Unifier Installation and Setup Guide For WebLogic Application Server

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: *-inboundemailname@example.com. 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.

28

Configuring Primavera Unifier Using the Configurator

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

Saving the Configuration Data

You must save your configuration data to a configuration file.
To save the configuration data:

From the Unifier Configuration window, click File, Save.

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

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

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

Windows 32-bit / 64-bit

Linux 64-bit
This is an optional configuration to automatically start WebLogic on a reboot.

Configuring WebLogic as a Service on Windows

Complete the following steps to start WebLogic admin server as a service on a Windows 32 / 64 bit
operating system.
1) Set WL_HOME as system environment variable or modify it in
<unifier_home>/weblogic/setenv.bat.
WL_HOME is the root directory of the WebLogic installation. For detailed instructions, refer to
the topic, Creating a WebLogic Domain for Primavera Unifier to create the Domain Home for
weblogic.
For example, C:\Oracle\Middleware\wlserver_11\server
2) In setenv.bat, set the java_home variable to specify the java home used by the Unifier
domain. The default value is Xms1536m -Xmx1536m. For detailed instructions on setting the
environment variables for Unifier, refer toChanging Unifier Configurator Settings (on page
21).
3) Log in as a WebLogic Adminstrator.
4) Access the <unifier_home>/weblogic folder and run the following scripts:
Run service.bat install to install the service for the first time using "beasvc
%DOMAIN_NAME%_AdminServer as the service name.
Run service.bat start to start the weblogic server with name "beasvc
%DOMAIN_NAME%_AdminServer"
Run service.bat stop to stop the weblogic server with name "beasvc
%DOMAIN_NAME%_AdminServer"

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Unifier Installation and Setup Guide For WebLogic Application Server

Run service.bat uninstall to remove the service named "beasvc
%DOMAIN_NAME%_AdminServer" from the system.
where %DOMAIN_NAME% is the WebLogic domain name used for deploying Unifier. For
example, unifier_domain

Tip: Check if the beasvc %DOMAIN_NAME%_%SERVER_NAME% service exists, runs, or

stops from the Control Panel, Administrative Tools, Services menu option.

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

Complete the following steps to install WebLogic and Oracle HTTPS Server (OHS) as a service on
a Linux 64-bit operating system.
1) Set WL_HOME as system environment variable or modify it in
<unifier_home>/weblogic/setenv.sh. WL_HOME is the root directory of the WebLogic
installation. For detailed instructions, refer to the topic, Creating a WebLogic Domain for
Primavera Unifier to create the Domain Home for weblogic.
For example, C:\Oracle\Middleware\wlserver_11\server
2) Set the environment variables for Unifier. For detailed instructions, refer to Changing Unifier
Configurator Settings (on page 21).
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

30

Configuring Primavera Unifier Using the Configurator

Stopping the Service
To stop the unifier service from the console run the command: service unifier stop
Uninstalling the Service
To remove the service, run the command:chkconfig --del unifier

Starting and Stopping Primavera Unifier

After a new installation, Primavera Unifier must be stopped before you can make any changes to
the configuration settings. Be sure to restart it afterward.
To start the Primavera Unifier application in WebLogic:
1) Open the WebLogic directory within the Unifier Home folder.
2) Run the startup.bat file (if using Windows) or the startup.sh file (if using Linux).
3) If prompted, enter the WebLogic user name and password.
To stop the Primavera Unifier application in WebLogic:
1) Open the WebLogic directory within the Unifier Home folder.
2) Run the stop.bat file (if using Windows) or the stop.sh file (if using Linux).
3) If prompted, enter the WebLogic user name and password.

Editing Configuration Data

If you need to make changes to the configuration data, you must stop Primavera Unifier first, and
then restart after making changes.
To edit configuration data
1) Follow the above steps to stop Primavera Unifier.
2) In the WebLogic directory within the Unifier Home folder, locate the configure.bat file (if
using Windows) or the configure.sh file (if using Linux).
3) Run configure.bat (if using Windows) or configure.sh (if using Linux).
4) Make necessary configuration changes, and then click File, Save.
5) Restart Primavera Unifier.

Copying the Configuration Data File

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

31

Configuring the OHS Web Server

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

In This Section
Oracle HTTP Server (OHS) ..................................................................................... 33

Oracle HTTP Server (OHS)

Proceed as follows after you have completed the installation.
Unless otherwise stated, this procedure applies to both Windows and Linux systems:
1) Modify the $ORACLE_INSTANCE/ config/ OHS/ ohs1/httpd.conf file as follows:
a. Change the default listen port from 7777 to 80.
Note: Before making the above change, disable or turn-off any other
application that is using port 80 (such as IIS or Windows).
b. Add settings after DocumentRoot as follows:
DocumentRoot <Unifier_Home>/apps/ROOT
c. Add parameters between <Directory ></Directory> so it appears as follows:
<Directory "<Unifier_Home>/apps/ROOT">
Options Indexes Includes FollowSymLinks
AllowOverride None
Allow from all
Order allow,deny
DirectoryIndex index.html
</Directory>
Note: <Unifier_home> is the unifier installation directory.
2) Add the following to the $ORACLE_INSTANCE/ config/ OHS/ ohs1/mod_wl_ohs.conf file:
<Location />
SetHandler weblogic-handler
WebLogicHost localhost
WeblogicPort 7001
</Location>

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Unifier Installation and Setup Guide For WebLogic Application Server

Note: For WebLogicHost: weblogic host and WeblogicPort: weblogic port,

modify these entries under <Location /> as necessary.
3) This step applies only if you are using Windows:
a. Use opmnctl.bat to restart the OHS server.
b. You have completed this procedure.
4) This step applies only if you are using Linux:
Note: On a Linux system, the TCP/IP port numbers below 1024 are
special because only processes with root privileges are allowed to listen
on those ports.
a. Change to the root user. Navigate to ORACLE_HOME/ohs/bin (for ex:
C:\Middleware\Oracle_WT1\ohs\bin) and run the following commands:
chown root .apachectl
chmod 6750 .apachectl
Note: Be sure to enter .apachectl, not apachectl.
b. Exit as the root user.
c. Change the OHS Listen Port in the $ORACLE_INSTANCE/ config/ OHS/
ohs1/httpd.conf file from 7777 to 80.
d. Add or uncomment the User and Group directives in the httpd.conf file. Set them to the
user and group that were used to install and configure Oracle Fusion Middleware.
e. On the Unix operating system, ensure the user and group in the httpd.conf file are set to
the user and group who performed the installation (for example, User jsmith, and Group
jsmith).
f. Use opmn to restart the OHS server.

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

Data Backup Recommendations

We recommend that Primavera Unifier data be incorporated into your company backup
procedures.
Primavera Unifier data is stored in two places:

Unifier database
Files Repository
These repositories need to be backed up regularly.

34

Deploying Primavera Unifier in WebLogic

Deploying Primavera Unifier in WebLogic

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

Deploying an .ear file from the configurator

Deploying the application from WebLogic console
Follow the instructions below to deployPrimavera Unifier into the WebLogic domain.

Deploying Primavera Unifier Using an EAR File

Complete the following steps to create an .EAR file from the configurator and deploy Unifier using
the WebLogic console.
1)
2)
3)
4)
5)

Access the configurator.

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

Adding Primavera Unifier as a WebLogic Application

To add Primavera Unifier as a WebLogic application:
1) Open the WebLogic directory inside the Unifier Home folder.
2) Edit the setenv.bat file (if using Wiindows) or the setenv.sh file (if using Linux) as follows:
Set the domain_home variable to specify the path of the domain home folder that will be
used by Unifier.
Set the admin url variable to specify host name and port number used by the Unifier
domain.
Set the java_home variable to specify the java home used by the Unifier domain.
3) Save the file.
4) Run the startup.bat file (if using Windows) or the startup.sh file (if using Linux).
5) Run the deploy.bat file (if using Windows) or the deploy.sh file (if using Linux).
6) When prompted, enter the WebLogic user name and password.
The deployment deploys the Unifier application in WebLogic using the variables set in the
setenv file.
Note: This process may take several minutes.
When the script finishes, the Unifier application is running.

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Unifier Installation and Setup Guide For WebLogic Application Server

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.

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.

36

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.

In This Section
Starting Primavera Unifier for the First Time ............................................................ 37
Installing Primavera Unifier Applications .................................................................. 37

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 Application(s), 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.

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Unifier Installation and Setup Guide For WebLogic Application Server

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

38

In this field:

Do this:

Application File

Browse to where the applications are stored and select the

application you want to install. Note that you should point to the
.zip file and that .zip file does not need to be previously extracted.

Name

Enter the name of the company.

Short Name

Enter a one-word short name, up to 8 characters. The Short

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

Currency

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

Contact Email

Enter the company administrators email address

Licensed Users

Enter the number of users who will be licensed to use the

application.

Address Type

Identify the address you are entering, such as Headquarters,

Billing Office, or Satellite Office.

Address

Enter the company address.

City

Enter the city for the address.

State/Province

Enter the state or province for the address.

Zip

Enter the zip code for the address.

Country/Region

Enter the country or region for the address.

Admin Login
Username

Enter the company administrators user name. Default is

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

Password

Enter the administrators password.

Confirm Password

Re-enter the password.

Launching Primavera Unifier

Installing Additional Applications

Once you have installed your first application, your company information has been saved. You will
not need to enter the information again.
1) In the left Navigator, click the Applications node.
Primavera Unifier displays an install panel on the right side of the window.
2) Click the Install button.
Primavera Unifier displays the Install Primavera Unifier Application window; however, not the
entire window because the company information was already entered when the first
application was installed. You will only be prompted for the Application File.
3) Browse to where the applications are stored and select the application you want to install.
4) Click Install.
Note: If you receive an error message, try re-installing the application. If
this does not work, contact Oracle Support. See Contacting Customer
Support.

39

Appendix A: Installing a Service Pack

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.

41

Appendix B: Archiving Projects

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.

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