Contents Introduction... 5 Installation Prerequisites... 7 Installing Primavera Unifier on Linux... 9

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1 Unifier Installation and Setup Guide for WebSphere Application Server Release 9.14 April 2014

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3 Contents Introduction... 5 Primavera Unifier Overview... 5 Primavera udesigner Overview... 6 Installation Prerequisites... 7 Installing IBM WebSphere... 7 Installing JDK on WebSphere... 7 Installing AutoVue... 7 Installing Primavera Unifier on Linux... 9 Downloading Primavera Unifier Configuring the Database Server Configuring the Oracle Database Server Configuring the SQL Database Server Installing the AutoVue Server Install AutoVue Configuring AutoVue Deploying Custom GUI AutoVue Applets Installing and Configuring the Reports Server (Optional) Installing Oracle WebCenter Content (Optional) Installing IBM WebSphere Configuring IBM Web Server Configuring WebSphere for Primavera Unifier Increasing the Memory to Deploy Primavera Unifier Installing Mail SSL Certificates (Optional) Configuring JVM Custom Properties for Resolving X-Refs Using AutoVue Configuring JVM Custom Properties For BIP Webservice Client Configuring Primavera Unifier Using the Configurator Specifying Unifier Configurator Settings General Tab...15 Repository Tab (WebCenter Content)...16 Repository Tab (Network File System)...17 Repository Tab ( Sharepoint)...18 Repository Tab (CMIS)...19 Database Tab (Oracle)...19 Database Tab (MS SQL Server) Tab...21 Markup Server Tab...22 Report Tab...22 Geo Map Tab...22 Saving the Configuration Settings Changing Configurator Settings Stopping Primavera Unifier Application in WebSphere

4 Unifier Installation and Setup Guide for WebSphere Application Server Editing Configuration Data...23 Starting Primavera Unifier Application in WebSphere...23 Copying the Configuration Data File Deploying Primavera Unifier in WebSphere Generating the.ear File Deploying Unifier from WebSphere Console Launching Primavera Unifier Starting Primavera Unifier for the First Time Installing Primavera Unifier Applications Installing Additional Applications...26 Deploying Primavera Unifier Online Help Appendix A: Installing a Service Pack Appendix B: Archiving Projects For More Information Where to Get Documentation Where to Get Training Where to Get Support Additional Support Legal Notices

5 Introduction 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 Primavera Unifier. These include: Oracle database or Microsoft SQL Server database servers IBM WebSphere application server Primavera Unifier Application / Web Server AutoVue Server IBM Web Server Reports Server (Optional) Oracle Maps (Optional) Oracle WebCenter Content (Optional) See the Tested Configurations document for the supported versions for each product. 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. In This Section Primavera Unifier Overview... 5 Primavera udesigner Overview... 6 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. 5

6 Unifier Installation and Setup Guide for WebSphere Application Server 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 , fax, and desktop applications. Primavera Unifier was designed from the ground up specifically for the facility owner, based upon our industry domain expertise and knowledge of best practices combined with direct customer input gathered over decades of client interaction. The result is a robust set of capabilities with an intuitive, easy-to-use interface. Primavera Unifier enables leading owners and operators to increase enterprise efficiencies, reduce project and operating costs, enhance visibility, and improve time-to-market. Primavera udesigner Overview Primavera udesigner is a functional module of Primavera Unifier and is enabled automatically when a "product/application" is installed. Primavera udesigner provides a flexible and sophisticated design tool for those customers who want to create and publish their own customized business processes (BPs). Once a business process has been created and completed in Primavera udesigner, it can be tested on a Primavera Unifier staging environment. A Primavera Unifier staging environment is a Primavera Unifier server deployed without checking the "Production" configuration checkbox in the Configurator. (You select this staging and production environments in the Unifier Configurator.) The staging environment allows each business process to be tested for completeness and functionality. After the business process has been tested and meets your requirements, it can then be imported into the Primavera Unifier production environment and used by active Primavera Unifier users. Note: Primavera ustage is a testing environment that replicates the Primavera Unifier production environment. It must be set up just like production. Business processes can be deployed multiple times on Primavera ustage. The Company Administrator has the access to udesigner only when the Unifier Server Type is set to Staging mode. If the Server Type is set to Production mode, the administrator will be able to import the business processes and designs but will not be able access the udesigner tool. 6

7 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 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... 7 Installing JDK on WebSphere... 7 Installing AutoVue... 7 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 Primavera 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 Primavera Unifier JDK, see the Primavera Unifier Tested Configurations document. Installing AutoVue AutoVue installation is mandatory if you plan to use Unifier s Markup feature, also referred to as redlining. For more details, refer to the section, Installing the AutoVue Server (on page 11), in this guide, and the Tested Configurations document on the Oracle Technology Network site. 7

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9 Installing Primavera Unifier on Linux 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 Primavera 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 Primavera Unifier 9) Configure Primavera Unifier using Unifier Configurator 10) Deploy Primavera Unifier in WebSphere 11) Launch Primavera Unifier and install Primavera Unifier applications In This Section Downloading Primavera Unifier Configuring the Database Server Installing the AutoVue Server Installing and Configuring the Reports Server (Optional) Installing Oracle WebCenter Content (Optional) Installing IBM WebSphere Configuring IBM Web Server Configuring WebSphere for Primavera Unifier Configuring Primavera Unifier Using the Configurator Deploying Primavera Unifier in WebSphere Launching Primavera Unifier Deploying Primavera Unifier Online Help

10 Unifier Installation and Setup Guide for WebSphere Application Server Downloading Primavera Unifier Download Primavera Unifier as follows: 1) Go to Oracle Software Delivery Cloud. 2) Download Primavera Unifier R9.14 for <platform> folder and extract the contents. where Primavera Unifier R9.14 for <platform> is the name of the media pack. 3) Extract the unifier_ zip file to a known location on the unifier application server, such as \home\unifier. Configuring the Database Server This section describes how to configure an Oracle and a Microsoft SQL database server. Configuring the Oracle Database Server The following is an overview of the steps required to configure the Oracle database for use with Unifier. For more information and specific instructions, refer to your Oracle documentation. Configure an Oracle database for Primavera Unifier as follows: 1) Create an instance for the database. Note: You can accept the defaults except for the following: Ensure to set encoding to Unicode (UTF-8). 2) Create a user account on the newly created database. For successful Primavera Unifier/uDesigner installation, make sure ample free space of at least 2GB is available for the default tablespace where the new user will be located. 3) Grant the new user with connect, resource, create view, and create table privileges. Note: This information will be used later for setting database information in the Database tab of the Unifier Configurator. For example: create user unifier identified by unifier temporary tablespace temp default tablespace users; grant connect, resource, create view, create table to unifier; 10

11 Installing Primavera Unifier on Linux Configuring the SQL Database Server The following is an overview of the steps required to configure the Microsoft SQL database for use with Unifier. Refer to your SQL documentation for more information and specific instructions. Configure a Microsoft SQL database for Primavera Unifier as follows: 1) Create a new database to be used with Unifier. Note: You can accept the defaults. 2) Create a user account for the newly created database. 3) Use the default SQL configuration. You must assign the user as db_owner otherwise Unifier will not work. Note: This information will be used later for setting database information in the Database tab of the Unifier Configurator. Installing the AutoVue Server AutoVue installation is mandatory if you plan to use Unifier s Markup feature, also referred to as redlining. When attaching documents to a business process form, you can add markups which display directly on the document but do not alter it. For example, text notes or graphical elements to the document. This section describes procedures for the following: Downloading and installing AutoVue Configuring AutoVue Deploying Custom GUI AutoVue applets Notes: You must have a license to install AutoVue. The AutoVue server is high-intensive with regard to CPU, I/O, memory, and graphics. So, for optimal performance, ensure that the machine running the AutoVue server is not being used for other applications. Install AutoVue Download and install AutoVue as follows: 1) Go to the Oracle Software Delivery Cloud. 2) Select the product pack: Oracle AutoVue. 3) Select the platform: Windows. 4) Select the link: Oracle AutoVue Media Pack for Microsoft Windows (32-bit). 5) Download Oracle AutoVue 2D Professional for Microsoft Windows 32-bit. 6) Extract the zip file and go to this directory: \AutoVue_2DPRO_20_2_2\ClientServerDeployment. 11

12 Unifier Installation and Setup Guide for WebSphere Application Server 7) Run the InstallClientServer.exe and follow the installation wizard steps, but be aware of the following: For authentication mechanism select Configure later (Manual Configuration) For SSL configuration select Configure later (Manual Configuration) Configuring AutoVue After installing AutoVue, configure AutoVue by entering information in the following tabs of the Unifier Configurator: In the General Tab, enter the Server internal URL field to access AutoVue. In the Markup Server Tab, complete all fields in this tab. For more information about the General and Markup Server tabs, see the section, Specifying Unifier Configurator Settings. 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 , Client/Server Deployment ( 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. Installing and Configuring the Reports Server (Optional) Consult your Oracle documentation for instructions on installing the Oracle Business Intelligence Publisher 11g Release 1 ( ). 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. 12

13 Installing Primavera Unifier on Linux 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 to launch the admin console.to uninstall: a. Choose Applications, Application Types, WebSphere Enterprise Applications b. Check Default Application 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 Primavera Unifier This section describes how to configure WebSphere for Primavera Unifier. It includes: Increasing the memory size for Primavera 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 Primavera 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 13

14 Unifier Installation and Setup Guide for WebSphere Application Server 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> 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. 14

15 Installing Primavera 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 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. 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 Primavera Unifier Using the Configurator This section describes how to use the Unifier Configurator to configure Primavera Unifier. Specifying Unifier Configurator Settings The Primavera 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) Ensure the environment variables JAVA_HOME and UNIFIER_HOME are defined. export JAVA_HOME = <your JDK location> export UNIFIER_HOME = <location where Unifier is installed>" 3) Run./configurator.sh. 4) 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. 15

16 Unifier Installation and Setup Guide for WebSphere 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 ServerType to Staging if you want to modify udesigner documents. If you do not select Staging, you will not be able to edit any udesigner documents since these documents are read-only in the Production server. Server Internal URL: Enter the internal URL to access the Unifier application (HTTP), including the port number of the application server instance. For example, Select the option Setup IBM HTTP Server Administration Server (with the port configured in the HTTP server to access the Unifier application). This URL is used by the BI Publisher and Markup servers to communicate with Unifier. Login Session Timeout: Login Session Timeout is used to control the amount of time a user can be idle before having to log back into Unifier. The unit is seconds. For security reasons, the recommended timeout setting is between 30 minutes and 4 hours. Late Notice Interval: Interval, in minutes, used by the internal job server for notification tasks. The suggested interval is 15 minutes. A very small interval may degrade performance. Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log into the system. The recommended setting is 400. Background Job Disabled: Determines whether the Unifier background job is disabled. OIM/OAM Enabled: Determines whether integration of Primavera Unifier with Oracle Identify and Access Manager is enabled. SSO Logout: Enter the logout URL for Oracle Access Manager Single Sign On Configuration. For more details, refer to Oracle Access Manager documentation. UPK Help URL: Enter the URL where the User Productivity Kit (UPK) help content is to be hosted (as a generic example, or as a specific example is 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. 16

17 Installing Primavera Unifier on Linux 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. 17

18 Unifier Installation and Setup Guide for WebSphere Application Server 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. 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 name>. For example, 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 ( 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. 18

19 Installing Primavera Unifier on Linux 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. Database Tab (Oracle) The information entered in this tab is based on your earlier database and user account creation. 19

20 Unifier Installation and Setup Guide for WebSphere Application Server Database Type: Select Oracle. Host Name: Enter the host name of the computer where you installed the database. Instance ID: Enter the Instance ID for the database. For example, sample. Note: Enter a forward slash (/) to specify the Instance ID for an Oracle RAC database. For example: /sample. Port: Enter the Port number to be used by Unifier to communicate with the database (for example, 1521). User Name: Enter the database login user account name (created in Oracle) to be used by Unifier. The database login user account needs to have sufficient permissions to create tables in order for Unifier to work correctly. User Password: Enter the database login user account password to be used by Unifier. Database Name: This field is not applicable for Oracle. Max. Connections: The setting that defines the maximum connections to the database. The maximum is 400; the recommended maximum is 80 to 100. Min. Connections: The setting that defines the minimum connections that must be connected to the database. Click Test Connection to verify that the Application server and the database are connected and communicating. A Test is successful message will popup if test is successful. Two conditions are tested: Ability of Unifier to connect to the database Level of permissions granted to the database login user account Database Tab (MS SQL Server) The information entered in this tab is based upon your earlier database and user account creation. Database Type: Select MS SQL Server to configure for Microsoft SQL Server. Host Name: Enter the host name of the computer where you installed and configured Microsoft SQL Server database. Instance ID: If you did not specify an instance name when configuring the SQL Server, leave the Instance ID field blank. Otherwise, enter the Instance ID. Port: Enter the Port number to be used by Unifier to communicate with the Microsoft SQL Server database. User Name: Enter the database login user account name for the Microsoft SQL Server database to be used by Unifier. User Password: Enter the database login user account name password for the Microsoft SQL Server database to be used by Unifier. Database Name: Enter the database name (if applicable). Max. Connections: The setting that defines the maximum connections to the database. The recommended setting is

21 Installing Primavera Unifier on Linux 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. Tab Outbound (SMTP) Server: Enter the IP address for the outbound SMTP Server. This is required. System Notification Address: This is the ID that displays as the "Sender s" address for all s generated by the Unifier system. Example: Sender Prefix: Provide the prefix that will be used in the Sender s name whenever is generated from a user from within Unifier (example: Unifier). Late notifications will only show the Sender Prefix. Login URL: The URL included in all notifications to users logged into the system. Note: The 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 notifications. Note: To enable an address as a hyperlink, use the following format: <a href="mailto:name@example.com">name@example.com</a> Support Address: The address to be used by the mail server as the default system support . System Error Notification Address: The 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 Address: The address where Unifier sends licensing notifications, for example, if number of users is exceeded. Addresses can be separated by semicolon. Inbound protocol: Select the protocol used by the inbound server that can receive . The supported protocols are POP3, IMAP, POP3S, and IMAPS. Inbound Server: Enter the server that can receive (for example, if a user takes action via 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 Account: Enter the account to receive response from the user. Note: To use the project or shell Mailbox, which allows external messages to be sent to and stored within a central project or shell mailbox, use the following format for the inbound account. This allows acceptance of inbound s sent to the system-generated project/shell addresses: *-inbound name@example.com. Be aware that this configuration is needed on the server, not within the Unifier Configurator. 21

22 Unifier Installation and Setup Guide for WebSphere Application Server Inbound Password: This is the password that corresponds to the inbound account. This password is used when is retrieved. Note: Click the Test Inbound Account button to test the Inbound Server, Inbound Account, and Inbound 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 Report Tab BIP Endpoint URL: Enter the BIP Web Services endpoint URL. For example, 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 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 This is the server URL where the Oracle Geocoder application is deployed with the context "geocoder." This is the location service. Saving the Configuration Settings You must save your configuration data to a configuration file. In the Unifier Configuration window, click File, Save. Note: Restart Primavera Unifier for the changes to be operative. 22

23 Installing Primavera Unifier on Linux Changing Configurator Settings After initially installing and configuring Primavera Unifier, you must follow this procedure to make any subsequent changes to the configuration settings: Stopping Primavera Unifier Application in WebSphere To stop Primavera 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 Stop. 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. 1) Stop Primavera Unifier as described in Stopping Primavera Unifier Application in WebSphere (on page 23). 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 24). 6) Deploy the.ear file in WebSphere. For detailed instructions, see Deploying Unifier from WebSphere Console (on page 24). 7) Restart Primavera Unifier. Starting Primavera Unifier Application in WebSphere To start Primavera 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. 23

24 Unifier Installation and Setup Guide for WebSphere Application Server Deploying Primavera Unifier in WebSphere Primavera Unifier can be deployed into the WebSphere domain in two ways: Deploying an.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 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 24). Deploying Unifier from WebSphere Console To deploy Primavera 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. 24

25 Installing Primavera Unifier on Linux 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. Starting Primavera Unifier for the First Time In Internet Explorer, navigate to the URL that launches the Primavera Unifier application locally. For example, In the Login window, log into Primavera Unifier with the default Administrator username (Administrator) and password (Administrator). Primavera Unifier immediately prompts you to change your password. We recommend you do so immediately for security reasons. Once you change your password, Primavera Unifier creates your Administrator account. The Administrator account is the only account with permissions automatically set for all features. The Administrator cannot be a member of any project, even if created in the Hosting Company. Installing Primavera Unifier Applications The following subsection describes the procedure for installing Primavera Unifier applications for your company. These procedures are to be performed by the Site Administrator. Note: Before performing this procedure, ensure that the required Primavera Unifier Applications, for example Primavera Capital Planning, are downloaded from edelivery, unzipped, and stored locally. When you log in as the Site Administrator, Primavera Unifier shows you the Home tab in Administration Mode. 1) In the left Navigator, click the Applications node. Primavera Unifier displays an install panel on the right side of the window. 2) Click the Install button. Primavera Unifier displays the Install Primavera Unifier Application window. Use the information in the table below to complete this window. 3) Click Install. In this field: Application File Do this: 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. 25

26 Unifier Installation and Setup Guide for WebSphere Application Server In this field: Name Short Name Currency Contact Licensed Users Address Type Address City State/Province Zip Country/Region Admin Login Username Password Confirm Password Do this: Enter the name of the company. 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.) Enter the default currency that will be used by the company. Enter the address that will be used for all s sent from the Support link in Unifier. Enter the number of users who will be licensed to use the application. Identify the address you are entering, such as Headquarters, Billing Office, or Satellite Office. Enter the company address. Enter the city for the address. Enter the state or province for the address. Enter the zip code for the address. Enter the country or region for the address. 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. Enter the administrator s password. Re-enter the password. Installing Additional Applications Once you have installed your first application, your company information has been saved. You will not need to enter the information again. 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. 26

27 Installing Primavera Unifier on Linux 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." 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. 27

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29 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. 29

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31 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. 31

32 Unifier Installation and Setup Guide for WebSphere Application Server For More Information Where to Get Documentation If you need help with an operation in Primavera Unifier, there are a number of resources to help you. Online Help If you have a question or need further assistance regarding a specific feature, review the online help. Click the Help menu from any Primavera Unifier window, and choose: Unifier Help: This link goes to the Oracle Technical Network (OTN) Primavera Unifier Online Document Library. From here you can access: Primavera Unifier Online Help Primavera Unifier Administration Guide Primavera Unifier User's Guide Primavera udesigner User's Guide Primavera Unifier Reference Guide You must have Adobe Acrobat Reader installed (available free at BP-specific Help: If your company has provided customized Help files for individual business processes, you can access them through the business process log or record Help menu. Documentation Note: Most documentation assumes a standard setup of the product with full access rights to all features and functions. For the most up-to-date versions of all manuals and technical documents related to installing, administering, and using Primavera Unifier go to Primavera Unifier Online Documentation Library: 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: 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. 32