Contents Introduction... 7 Installation Prerequisites... 9 Installing Primavera Unifier on Windows... 11

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

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3 Contents Introduction... 7 Primavera Unifier Overview... 7 Primavera udesigner Overview... 8 Installation Prerequisites... 9 Installing WebLogic... 9 Installing JDK... 9 Installing JRockit... 9 Installing Oracle HTTP Server (OHS) Installing AutoVue Installing Primavera Unifier on Windows Downloading Primavera Unifier Configuring the Database Server Configuring the Oracle Database Server Configuring the SQL Database Server Configuring WebLogic for Primavera Unifier Creating a WebLogic Domain for Primavera Unifier Starting the WebLogic Admin Server Stopping the WebLogic Admin Server Configuring WebLogic as a Service (Optional) Installing and Configuring the Reports Server (Optional) Installing Oracle WebCenter Content (Optional) Installing the AutoVue Server Install AutoVue Configuring AutoVue Deploying Custom GUI AutoVue Applets Configuring Primavera Unifier Using the Configurator Editing the SetEnv.bat File Changing Unifier Configurator Settings General Tab...18 Repository Tab (WebCenter Content)...19 Repository Tab (Network File System)...20 Repository Tab (Sharepoint)...20 Repository Tab (CMIS)...21 Database Tab (Oracle)...22 Database Tab (MS SQL Server) Tab...23 Markup Server Tab...24 Report Tab...25 Geo Map Tab...25 Saving the Configuration Settings Changing Configuration Settings

4 Unifier Installation and Setup Guide for WebLogic Application Server Stopping Primavera Unifier in WebLogic...26 Editing Configuration Data...26 Starting Primavera Unifier in WebLogic...26 Copying the Configuration Data File Oracle HTTP Server (OHS) Installing SSL Certificate (Optional) Data Backup Recommendations Deploying Primavera Unifier Creating an EAR File From the Configurator Deploying Primavera Unifier From the Unifier_Home Directory Deploying Primavera Unifier from the WebLogic Administration Console Launching Primavera Unifier Starting Primavera Unifier for the First Time Installing Primavera Unifier Applications Installing Additional Applications...31 Deploying Primavera Unifier Online Help Installing Primavera Unifier on Linux Downloading Primavera Unifier Configuring the Database Server Configuring the Oracle Database Server Configuring the SQL Database Server Configuring WebLogic for Primavera Unifier Creating a WebLogic Domain for Primavera Unifier Starting the WebLogic Admin Server Stopping the WebLogic Admin Server Configuring WebLogic and OHS as a Service Installing and Configuring the Reports Server (Optional) Installing Oracle WebCenter Content (Optional) Installing the AutoVue Server Downloading and Installing AutoVue Configuring AutoVue Deploying Custom GUI AutoVue Applets Configuring Primavera Unifier Using the Configurator Editing the SetEnv.sh File Specifying Unifier Configurator Settings General Tab...40 Repository Tab (WebCenter Content)...41 Repository Tab (Network File System)...41 Repository Tab ( Sharepoint)...42 Repository Tab (CMIS)...43 Database Tab (Oracle)...44 Database Tab (MS SQL Server) Tab...45 Markup Server Tab...46 Report Tab...46 Geo Map Tab...46 Saving the Configuration Settings

5 Contents Changing Configurator Settings Stopping Primavera Unifier in WebLogic...47 Editing Configuration Data...47 Starting Primavera Unifier in WebLogic...47 Copying the Configuration Data File Oracle HTTP Server (OHS) Installing SSL Certificate (Optional) Data Backup Recommendations Deploying Primavera Unifier Creating an EAR File From the Configurator Deploying Primavera Unifier From the Unifier_Home Directory Deploying Primavera Unifier from the WebLogic Administration Console Deploying Primavera Unifier to a WebLogic Cluster Launching Primavera Unifier Starting Primavera Unifier for the First Time Installing Primavera Unifier Applications...51 Installing Additional Applications...52 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

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7 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 9.14 Online Documentation Library on the Oracle Technology Network (OTN). Note: Primavera udesigner is a companion module to Primavera Unifier and is installed automatically with Primavera Unifier. In This Section Primavera Unifier Overview... 7 Primavera udesigner Overview... 8 Primavera Unifier Overview Designing, building, and managing facilities requires extensive collaboration between numerous, often geographically dispersed, disciplines and entities. Throughout the process, from conceptual design to facility operations, access to accurate, up-to-date information is critical to the success of a project and facility. Oracle Primavera's Primavera Unifier is an integrated platform that optimizes business processes and creates visibility to enable customers to better manage all of the communications and information required to successfully manage a facility throughout the lifecycle. 7

8 Unifier Installation and Setup Guide for WebLogic Application Server Primavera Unifier is a system for managing the flow of information in projects or shells, providing a seamlessly automated and integrated environment across the lifecycle of your company's facilities, from planning, design, procurement, construction and into operations and maintenance. It provides real-time visibility across multiple projects or shells to help your company make fast, accurate decisions. Primavera Unifier lets you track and manage information such as budgets, project or shell members, specifications, requests for information, and shared documents. You decide who has access to the information, which team members are allowed to approve changes to the information, and how information flows between people. Oracle Primavera's solutions automate manual processes and pull together information from various point systems typically used on a portfolio of projects or shells. Through Primavera Unifier, executives and project or shell team members can better manage all data and business processes in one centralized system, while reducing the reliance on older technologies such as , 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. 8

9 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 or JDK. Installation of the supported version of Oracle HTTP Server (OHS) Installation of an Oracle or Microsoft SQL database See the Tested Configurations document for the supported versions. In This Section Installing WebLogic... 9 Installing JDK... 9 Installing JRockit... 9 Installing Oracle HTTP Server (OHS) Installing AutoVue Installing WebLogic You will need to install WebLogic 11g to deploy Primavera Unifier. For supported version levels, see the Tested Configurations document. Also, consult WebLogic s documentation for installation instructions. Visit Installing JDK WebLogic 11g automatically installs Sun Java 2 JDK version 6.0 for Windows; however, specific versions are supported based on your configuration. For a list of supported configurations for Primavera Unifier, see the Tested Configurations document. Installing JRockit To use JRockit, you must install JRockit for Java SE 6. The Microsoft Windows and Linux platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For supported versions, see the Tested Configurations document. 9

10 Unifier Installation and Setup Guide for WebLogic Application Server 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 ( Installing AutoVue AutoVue installation is mandatory if you plan to use Unifier s Markup feature, also referred to as redlining. For more details, refer to the section, Installing the AutoVue Server (on page 16), in this guide, and the Tested Configurations document on the Oracle Technology Network site. 10

11 Installing Primavera Unifier on Windows Complete the procedures in the order listed below to install and configure Primavera Unifier for a first time installation. Each step corresponds to a section in this guide. Note: Before you begin, create an installation account that has full administration privileges for the server. This account is needed for installation, maintenance and upgrades. 1) Download Primavera Unifier 2) Configure the database server Complete this step before configuring Primavera Unifier. This information will be used during database configuration in Unifier Configurator. 3) Configure WebLogic for Primavera Unifier 4) Install and configure the Reports Server. (Optional) 5) Install Oracle WebCenter Content. (Optional) 6) Install AutoVue Server 7) Configure Primavera Unifier using the Configurator 8) Configure the Web Server 9) Deploy Primavera Unifier in WebLogic 10) Launch Primavera Unifier and install Primavera Unifier applications In This Section Downloading Primavera Unifier Configuring the Database Server Configuring WebLogic for Primavera Unifier Installing and Configuring the Reports Server (Optional) Installing Oracle WebCenter Content (Optional) Installing the AutoVue Server Configuring Primavera Unifier Using the Configurator Oracle HTTP Server (OHS) Deploying Primavera Unifier Launching Primavera Unifier

12 Unifier Installation and Setup Guide for WebLogic 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; 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. 12

13 Installing Primavera Unifier on Windows 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. Configuring WebLogic for Primavera Unifier This section describes how to configure WebLogic for Primavera Unifier. It includes: Creating a WebLogic Domain for Primavera Unifier (on page 13) Starting the WebLogic Admin Server (on page 14) Stopping the WebLogic Admin Server (on page 14) Configuring WebLogic as a Service (Optional) (on page 14) Creating a WebLogic Domain for Primavera Unifier Create a WebLogic domain for Primavera Unifier as follows: 1) Run the WebLogic Configuration Wizard. 2) In the Welcome window: a. Select Create a new WebLogic domain. b. Click Next. 3) In the Select Domain Source window, click Next to accept the default selections. 4) In the Specify Domain Name and Location: a. Enter a domain name for the new domain to be created. b. Enter the location of the new domain on the server. c. Click Next. 5) In the Configure Administrator User Name and Password window: a. Enter the User Name and Password for the Administrator that will be created. This user name will be used to login to the WebLogic console. b. Click Next. 6) In the Configure Server Start Mode and JDK window: a. In the left pane, select Production Mode. b. In the right pane, select the JDK you installed earlier. c. Click Next. 7) In the Select Optional Configuration window: a. Select the Administration Server option. b. Click Next. 8) (Optional) In the Configure the Administration Server window: 13

14 Unifier Installation and Setup Guide for WebLogic Application Server a. Select the SSL Enabled option and set the SSL listen port if you are enabling Secure Sockets Layer communication. See for more details on setting SSL for WebLogic. Note: Oracle recommends you always use SSL in a production environment for secure communications. b. Click Next. 9) In the Configuration Summary window, click Create. If given the option, you can click Done now. Otherwise, continue to the next step. 10) In the Creating Domain window, select Start Admin Server, and then click Done. 11) When prompted, enter the Administrator User Name and Password that you entered above. Starting the WebLogic Admin Server To deploy Primavera Unifier in WebLogic, start the admin server as follows: 1) From the Start menu, navigate to the Oracle WebLogic submenu. 2) Choose User Projects, domain, Start Server. 3) If prompted for a user name and password in the WebLogic console window, enter the administrative user name and password that was specified when creating the domain. Note: If you turned on the WebLogic precompile option, the WebLogic console displays "Server started in RUNNING mode" when precompiling finishes. For detailed information about turning on precompilation, see your WebLogic Server documentation. Stopping the WebLogic Admin Server Stop WebLogic admin server as follows: 1) From the Start menu, navigate to the Oracle WebLogic submenu. 2) Choose User Projects, domain, Stop Server. 3) If prompted for a user name and password in the WebLogic console window, enter the administrative user name and password that was specified when creating the domain. Note: The WebLogic console window will close automatically when it is shutdown. 14

15 Installing Primavera Unifier on Windows Configuring WebLogic as a Service (Optional) To automatically start WebLogic on a reboot, complete the following steps to start WebLogic admin server as a service on a Windows 32-bit or a 64-bit operating system: 1) Set WL_HOME as system environment variable or modify it in <unifier_home>/weblogic/setenv.bat. WL_HOME is the root directory of the WebLogic installation. For detailed instructions, refer to the topic, Creating a WebLogic Domain for Primavera Unifier (on page 13) to create the Domain Home for weblogic. For example, C:\Oracle\Middleware\wlserver_11\server 2) In setenv.bat, set the java_home variable to specify the java home used by the Unifier domain. The default value is Xms1536m -Xmx1536m. For detailed instructions on setting the environment variables for Unifier, refer tochanging Unifier Configurator Settings (on page 17). 3) Access the <unifier_home>/weblogic folder and run the following scripts: Run service.bat install to install the service for the first time using "beasvc %DOMAIN_NAME%_AdminServer as the service name. Run service.bat start to start the weblogic server with name "beasvc %DOMAIN_NAME%_AdminServer" Run service.bat stop to stop the weblogic server with name "beasvc %DOMAIN_NAME%_AdminServer" Run service.bat uninstall to remove the service named "beasvc %DOMAIN_NAME%_AdminServer" from the system. where %DOMAIN_NAME% is the WebLogic domain name used for deploying Unifier. For example, unifier_domain Tip: Check if the beasvc %DOMAIN_NAME%_%SERVER_NAME% service exists, runs, or stops from the Control Panel, Administrative Tools, Services menu option. Installing and Configuring the Reports Server (Optional) Consult your Oracle documentation for instructions on installing the Oracle Business Intelligence Publisher 11g Release 1 ( ). 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. 15

16 Unifier Installation and Setup Guide for WebLogic Application Server 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. 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. 16

17 Installing Primavera Unifier on Windows 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. Configuring Primavera Unifier Using the Configurator This section describes how to use the Unifier Configurator to configure Primavera Unifier. Editing the SetEnv.bat File Edit the setenv.bat file as follows: Set the domain_home variable to specify the path of the domain home folder that will be used by Unifier. Set the admin url variable to specify host name and port number used by the Unifier domain. Set the java_home variable to the JRockit installed directory. Changing Unifier Configurator Settings The Primavera Unifier environment is configured through the Unifier Configurator window. To change settings in Unifier Configurator: 1) Open the WebLogic directory in the Unifier Home folder. 2) Run configurator.bat. 3) Configure the settings for each tab described in the following topics. 17

18 Unifier Installation and Setup Guide for WebLogic Application Server General Tab Server Type: The setting that defines the mode Unifier server is running. Set Server Type to Production if this Unifier installation is acting as the Unifier production environment. Set Server Type to Staging if this Unifier installation is acting as the staging server for testing of business processes and other Unifier designs and configurations. Note: You must set the ServerType to Staging if you want to modify udesigner documents. If you do not select Staging, you will not be able to edit any udesigner documents since these documents are read-only in the Production server. Server Internal URL: Enter the internal URL to access the Unifier application (HTTP), including the port number of the application server instance. For example, 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. 18

19 Installing Primavera Unifier on Windows Repository Tab (WebCenter Content) This topic applies when you select WebCenter Content for the File Repository field. There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network. File Repository: Select WebCenter Content. WebCenter Content Server Host: This is the IP address of the WebCenter Content server. WebCenter Content Server Port: This is the port of the WebCenter Content server. WebCenter Content User: This is the user who will add documents through the API. The user should exist in the WebCenter Content server. WebCenter Content Root Folder: The root folder in WebCenter Content under which all Unifier folders will be created. When no root folder is specified, all folders will be created under "Contribution Folders." Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to see data previously entered. These repositories, in addition to your database, should be backed up regularly. When naming the folders, be sure there are no spaces in the folder names. These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment. Index Directory: This folder is for index files used in Document Manager search function. Archive Directory: For project archiving capability. Default value is d:\projectarchive. (See "Appendix B: Archiving" for more information about archiving.) Archive Temp Directory: For temporary archived files. Default value is d:\temp. Report Directory: The pathname where report files are stored. Web Service Audit Directory: This folder stores files for Web Services calls. Dashboard Data Directory: This folder stores the.swf and XML files used with custom dashboards. Log File Directory: The folder where the log files are stored. 19

20 Unifier Installation and Setup Guide for WebLogic Application Server Repository Tab (Network File System) This topic applies when you select Network File System for the File Repository field. There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network. File Repository: Select a Network File System from the drop-down list. Options include: CMIS - Refer to the Repository Tab (CMIS) for detailed information Sharepoint - Refer to the Repository Tab (Sharepoint) for detailed information. Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to see data previously entered. These repositories, in addition to your database, should be backed up regularly. When naming the folders, be sure there are no spaces in the folder names. File Directory: Enter (or Browse to) the path where uploaded or attached files are stored. This repository is for storing documents within the Document Manager, such as drawings, plans, Word documents, etc. These files will be available for viewing or attaching to business process forms within Unifier. It also stores imported schedule files. Caution: These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment. Repository Tab (Sharepoint) The following fields display when you select Sharepoint in the File Repository field. SharePoint Login Name: Login user name to the machine where SharePoint is installed. 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. 20

21 Installing Primavera Unifier on Windows Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to see data previously entered. These repositories, in addition to your database, should be backed up regularly. When naming the folders, be sure there are no spaces in the folder names. These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment. Index Directory: This folder is for index files used in Document Manager search function. Archive Directory: For project archiving capability. Default value is d:\projectarchive. (See "Appendix B: Archiving" for more information about archiving.) Archive Temp Directory: For temporary archived files. Default value is d:\temp. Report Directory: The pathname where report files are stored. Web Service Audit Directory: This folder stores files for Web Services calls. Dashboard Data Directory: This folder stores the.swf and XML files used with custom dashboards. Log File Directory: The folder where the log files are stored. Repository Tab (CMIS) The following fields display when you select CMIS in the File Repository field. CMIS Login Name: Enter the user name for your content repository. CMIS Password: Password for the CMIS login name. CMIS Repository Name: The content repository name. CMIS Documentation Home: The documentation home. CMIS WS URL: The URL for your web services home. 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. 21

22 Unifier Installation and Setup Guide for WebLogic Application Server Report Directory: The pathname where report files are stored. Web Service Audit Directory: This folder stores files for Web Services calls. Dashboard Data Directory: This folder stores the.swf and XML files used with custom dashboards. Log File Directory: The folder where the log files are stored. Database Tab (Oracle) The information entered in this tab is based on your earlier database and user account creation. Database Type: Select Oracle. Host Name: Enter the host name of the computer where you installed the database. Instance ID: Enter the Instance ID for the database. For example, sample. Note: Enter a forward slash (/) 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 22

23 Installing Primavera Unifier on Windows Database Tab (MS SQL Server) The information entered in this tab is based upon your earlier database and user account creation. Database Type: Select MS SQL Server to configure for Microsoft SQL Server. Host Name: Enter the host name of the computer where you installed and configured Microsoft SQL Server database. Instance ID: If you did not specify an instance name when configuring the SQL Server, leave the Instance ID field blank. Otherwise, enter the Instance ID. Port: Enter the Port number to be used by Unifier to communicate with the Microsoft SQL Server database. User Name: Enter the database login user account name for the Microsoft SQL Server database to be used by Unifier. User Password: Enter the database login user account name password for the Microsoft SQL Server database to be used by Unifier. Database Name: Enter the database name (if applicable). Max. Connections: The setting that defines the maximum connections to the database. The recommended setting is 100. Min. Connections: The setting that defines the minimum connections that must be connected to the database. Click Test Connection to verify that the Application server and the Microsoft SQL Server database are connected and communicating. 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 . 23

24 Unifier Installation and Setup Guide for WebLogic Application Server 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. 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

25 Installing Primavera Unifier on Windows 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. Changing Configuration Settings After initially installing and configuring Primavera Unifier, follow this procedure to make any subsequent changes to the configuration settings: 1) Stopping Primavera Unifier in WebLogic (on page 25) 2) Editing Configuration Data (on page 26) 3) Starting Primavera Unifier in WebLogic (on page 26) 25

26 Unifier Installation and Setup Guide for WebLogic Application Server Stopping Primavera Unifier in WebLogic To stop the Primavera Unifier application in WebLogic: 1) Open the WebLogic directory within the Unifier Home folder. 2) Run the stop.bat file. 3) If prompted, enter the WebLogic user name and password. Editing Configuration Data After stopping Primavera Unifier in WebLogic, make changes to the Unifier configuration settings as follows: 1) In the WebLogic directory within the Unifier Home folder, locate the configurator.bat file. 2) Run configurator.bat. 3) Make necessary configuration changes, and then click File, Save. 4) Restart Primavera Unifier in WebLogic. Starting Primavera Unifier in WebLogic After a new installation, Primavera Unifier must be stopped before you can make any changes to the configuration settings. Be sure to restart it afterward. To start the Primavera Unifier application in WebLogic: 1) Open the WebLogic directory within the Unifier Home folder. 2) Run the startup.bat file. 3) If prompted, enter the WebLogic user name and password. Copying the Configuration Data File The configuration data for the Configurator is stored automatically under the installation folder in the /configurator/bluedoor.properties file. If necessary, you can transfer the configuration settings from one environment to another by copying the configuration data file and editing it with the new configuration settings. 26

27 Installing Primavera Unifier on Windows Oracle HTTP Server (OHS) After installing Oracle HTTP Server (OHS), configure as follows: 1) Modify the $ORACLE_INSTANCE/ config/ OHS/ ohs1/httpd.conf file as follows: a. Change the default listen port from 7777 to 80. Note: Before making the above change, disable or turn-off any other application that is using port 80 (such as IIS or Windows). b. Add settings after DocumentRoot as follows: DocumentRoot <Unifier_Home>/apps/ROOT c. Add parameters between <Directory ></Directory> so it appears as follows: <Directory "<Unifier_Home>/apps/ROOT"> Options Indexes Includes FollowSymLinks AllowOverride None Allow from all Order allow,deny DirectoryIndex index.html </Directory> Note: <Unifier_home> is the unifier installation directory. 2) Add the following to the $ORACLE_INSTANCE/ config/ OHS/ ohs1/mod_wl_ohs.conf file: <Location /> SetHandler weblogic-handler WebLogicHost localhost WeblogicPort 7001 </Location> Note: For WebLogicHost: weblogic host and WeblogicPort: weblogic port, modify these entries under <Location /> as necessary. 3) Run opmnctl.bat to restart the OHS server. Installing SSL Certificate (Optional) Primavera Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) certificate is optional. 27

28 Unifier Installation and Setup Guide for WebLogic Application Server Data Backup Recommendations Oracle Primavera recommends that Primavera Unifier data be incorporated into your company backup procedures. Primavera Unifier data is stored in two places: Unifier database Files Repository These repositories need to be backed up regularly. Deploying Primavera Unifier To deploy Primavera Unifier into the WebLogic domain, complete the following procedures: 1) Creating an EAR File From the Configurator (on page 28) 2) Deploy the generated EAR file using any of the following methods: Deploying Primavera Unifier From the Unifier_Home Directory (on page 28) Deploying Primavera Unifier from the WebLogic Administration Console (on page 29) Creating an EAR File From the Configurator Complete the following steps to create an.ear file from the configurator: 1) Access the Configurator. 2) In the configurator, select File, Create EAR. 3) By default, the.ear file is created in the unifier/weblogic directory. 4) Save the file as unifier.ear. 5) Proceed to deploy unifier.ear in WebLogic using any of the following methods: Deploying Primavera Unifier From the Unifier_Home Directory (on page 28) Deploying Primavera Unifier from the WebLogic Administration Console (on page 29) Deploying Primavera Unifier From the Unifier_Home Directory After creating the.ear file, deploy Primavera Unifier as follows: 1) In the <unifier_home>\weblogic directory edit the setenv.bat file as follows: Set the domain_home variable to specify the path of the domain home folder that will be used by Unifier. Set the admin url variable to specify host name and port number used by the Unifier domain. Set the java_home variable to the JRockit installed directory. 2) Save setenv.bat. 3) Run startup.bat. 4) Run deploy.bat. 28

29 Installing Primavera Unifier on Windows 5) When prompted, enter the WebLogic user name and password. Primavera Unifier is deployed in WebLogic using the variables set in setenv.bat. Note: This process may take several minutes. Deploying Primavera Unifier from the WebLogic Administration Console After creating the.ear file in the Configurator, deploy the file from the WebLogic Administration Console as follows: 1) In the Change Center pane, select Lock & Edit. 2) In the Domain Structure pane, select Deployments. 3) In the Summary of Deployments pane, select Install. 4) In the Install Application Assistant pane: a. Specify the path to the unifier.ear file and click Next. For example, c:\<unifier_home>\weblogic\unifier.ear. b. Select Install this deployment as an application and click Next. c. Accept the defaults and click Next. d. Review the configuration settings you have chosen and select Finish to complete the installation. 5) In the Settings for unifier window, select Save. 6) In the Change Center pane, select Activate Changes. 7) In the Domain Structure pane, select Deployments. 8) In the Summary of Deployments pane: a. Select unifier. b. Select the down arrow to the right of the Start button and select Servicing all requests. 9) In the Start Application Assistant pane, select Yes. Note: The unifier state column should be Active. If the state is Start Running, refresh the screen until the status is changed to Active. Launching Primavera Unifier This section describes how to: Start Primavera Unifier for the first time Install Primavera Unifier applications Set up your company Before launching Primavera Unifier, be sure you have read the Getting Started document, which describes configuring Internet Explorer for use with Primavera Unifier. This information can be accessed from the First Time User Setup Guide link on the Primavera Unifier Login screen. 29

30 Unifier Installation and Setup Guide for WebLogic Application Server 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 Name Short Name Currency Contact 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. 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. 30