Unifier Installation Weblogic Guide

Unifier Installation and Setup Guide for WebLogic Application Server
Release 10.1
February 2015
Contents
Introduction............................................................................................. 7
Unifier Overview ..................................................................................... 7
uDesigner Overview .................................................................................. 8
Installation Prerequisites ............................................................................ 11
Installing JDK ....................................................................................... 11
Installing WebLogic ................................................................................ 11
Installing Oracle HTTP Server (OHS) ............................................................. 11
Installing Unifier on Windows ...................................................................... 13
Downloading Unifier ............................................................................... 13
Configuring the Oracle Database Server ........................................................ 14
Installing the AutoVue Server .................................................................... 15
Downloading and Installing AutoVue ......................................................... 15
Configuring AutoVue............................................................................ 16
Deploying Unifier GUI Applets to AutoVue .................................................. 16
Configuring the SQL Database Server ........................................................... 16
Configuring WebLogic for Unifier ................................................................ 17
Creating a WebLogic Domain for Unifier .................................................... 17
Starting the WebLogic Admin Server ......................................................... 18
Stopping the WebLogic Admin Server ........................................................ 18
Configuring WebLogic as a Service on Windows (Optional) ............................... 18
Installing and Configuring the Reports Server (Optional)..................................... 19
Specifying Unifier Configurator Settings ........................................................ 19
General Tab ..................................................................................... 20
Repository Tab (WebCenter Content)........................................................ 21
Repository Tab (Network File System) ....................................................... 21
Repository Tab (SharePoint) .................................................................. 22
Repository Tab (CMIS) .......................................................................... 23
Database Tab (Oracle) ......................................................................... 24
Database Tab (MS SQL Server) ................................................................ 25
Email Tab ........................................................................................ 25
Markup Server Tab .............................................................................. 26
Report Tab ....................................................................................... 27
Geo Map Tab..................................................................................... 27
Installing Oracle WebCenter Content (Optional) .............................................. 27
Configuring Unifier Using the Configurator ..................................................... 27
Editing the SetEnv.bat File .................................................................... 27
Changing Unifier Configurator Settings ...................................................... 28
General Tab ................................................................................... 28
Repository Tab (WebCenter Content) .................................................... 29
Repository Tab (Network File System) ................................................... 30

Repository Tab (SharePoint) ............................................................... 30
Repository Tab (CMIS) ....................................................................... 31
Database Tab (Oracle) ...................................................................... 32
Database Tab (MS SQL Server) ............................................................. 33
Email Tab ...................................................................................... 33
Markup Server Tab ........................................................................... 35
Report Tab .................................................................................... 35
Geo Map Tab .................................................................................. 35
Saving the Configuration Settings ............................................................ 35

Changing Configuration Settings .............................................................. 36
Stopping Unifier in WebLogic .............................................................. 36
Editing Configuration Data ................................................................. 36
Starting Unifier in WebLogic ............................................................... 36
Copying the Configuration Data File ......................................................... 36

Configuring the Oracle HTTP Server (OHS) ..................................................... 36
Installing SSL Certificate (Optional).......................................................... 38
Data Backup Recommendations .............................................................. 38
Deploying Unifier ................................................................................... 38
Creating an EAR File From the Configurator ................................................ 38
Deploying Unifier From the Unifier_Home Directory ...................................... 38
Deploying Unifier from the WebLogic Administration Console ........................... 39
Launching Unifier .................................................................................. 39
Starting Unifier for the First Time ........................................................... 40
Installing Unifier Applications................................................................. 40
Deploying Unifier Online Help ................................................................ 43
Installing Unifier on Linux........................................................................... 45
Downloading Unifier ............................................................................... 45
Configuring the Oracle Database Server ........................................................ 46
Installing the AutoVue Server .................................................................... 47
Downloading and Installing AutoVue ......................................................... 47
Configuring AutoVue............................................................................ 48
Deploying Unifier GUI Applets to AutoVue .................................................. 48
Configuring WebLogic for Unifier ................................................................ 48
Creating a WebLogic Domain for Unifier .................................................... 48
Starting the WebLogic Admin Server ......................................................... 49
Stopping the WebLogic Admin Server ........................................................ 50
Configuring WebLogic and OHS as a Service ................................................ 50
Installing and Configuring the Reports Server (Optional)..................................... 51
Installing Oracle WebCenter Content (Optional) .............................................. 51
Configuring Unifier Using the Configurator ..................................................... 51
Editing the SetEnv.sh File ..................................................................... 51
Saving the Configuration Settings ............................................................ 52
Changing Configurator Settings ............................................................... 52
Stopping Unifier in WebLogic .............................................................. 52
Editing Configuration Data ................................................................. 52
Starting Unifier in WebLogic ............................................................... 52
Contents
Copying the Configuration Data File ......................................................... 53
Configuring the Oracle HTTP Server (OHS) ..................................................... 53
Installing SSL Certificate (Optional).......................................................... 54
Data Backup Recommendations .............................................................. 54
Deploying Unifier ................................................................................... 54
Creating an EAR File From the Configurator ................................................ 54
Deploying Unifier From the Unifier_Home Directory ...................................... 55
Deploying Unifier from the WebLogic Administration Console ........................... 55
Deploying Unifier to a WebLogic Cluster .................................................... 56
Launching Unifier .................................................................................. 56
Starting Unifier for the First Time ........................................................... 56
Installing Unifier Applications ............................................................. 56
Deploying Unifier Online Help ................................................................ 59

Appendix A: Installing a Service Pack ............................................................. 61
Appendix B: Archiving Projects .................................................................... 63
For More Information ................................................................................ 63
Where to Get Documentation .................................................................... 63
Where to Get Training ............................................................................. 70
Where to Get Support ............................................................................. 70
Additional Support ................................................................................. 71
Legal Notices .......................................................................................... 74
Introduction
The Unifier Installation and Setup Guide for WebLogic Application Server describes how to:
Set up the Unifier servers and third party services. The requirements include:
Oracle database or Microsoft SQL Server database servers

Oracle WebLogic
Oracle Linux
Oracle Maps (Optional)
Oracle WebCenter Content (Optional)
Oracle HTTP Server (OHS)
Unifier Application / Web Server
AutoVue Server
Solaris
Reports Server (Optional)
For the full list of system requirements and versions, see the Tested Configurations document
under Installation and Configuration Documentation in the Primavera Unifier Online
Documentation Library.
Install and configure Unifier components

This guide is intended for IT professionals who are installing and configuring the server
environment for Unifier and who are supporting Unifier users.
Note: The uDesigner is a module in Unifier.
In This Section
Unifier Overview ........................................................................................................7
uDesigner Overview ..................................................................................................8
Unifier Overview
Designing, building, and managing facilities requires extensive collaboration between numerous,
often geographically dispersed, disciplines and entities. Throughout the process, from conceptual
design to facility operations, access to accurate, up-to-date information is critical to the success of
a project and facility.
Oracle Primavera's Unifier is an integrated platform that optimizes business processes and
creates visibility to enable customers to better manage all of the communications and information
required to successfully manage a facility throughout the lifecycle.

Unifier is a system for managing the flow of information in projects or shells, providing a
seamlessly automated and integrated environment across the lifecycle of your company's
facilities, from planning, design, procurement, construction and into operations and maintenance.
It provides real-time visibility across multiple projects or shells to help your company make fast,
accurate decisions.
Unifier lets you track and manage information such as budgets, project or shell members,
specifications, requests for information, and shared documents. You decide who has access to
the information, which team members are allowed to approve changes to the information, and how
information flows between people.
Oracle Primavera's solutions automate manual processes and pull together information from
various point systems typically used on a portfolio of projects or shells. Through Unifier,
executives and project or shell team members can better manage all data and business processes
in one centralized system, while reducing the reliance on older technologies such as e-mail, fax,
and desktop applications.
Unifier was designed from the ground up specifically for the facility owner, based upon our industry
domain expertise and knowledge of best practices combined with direct customer input gathered
over decades of client interaction. The result is a robust set of capabilities with an intuitive,
easy-to-use interface. Unifier enables leading owners and operators to increase enterprise
efficiencies, reduce project and operating costs, enhance visibility, and improve time-to-market.
uDesigner Overview
uDesigner is a functional module of Unifier and is enabled automatically when Unifier is installed.
The uDesigner module is used to create:
Business Process (BP)

Managers (Asset - Cost - Document - Planning - Portfolio - Resource - Schedule - Space Shell)
Configurable Modules
Attribute Forms (Users, Shells, Document Manager, Cost)
You can use the uDesigner module to create, configure, setup, and test all designs in the Unifier
Staging environment, and after you test the designs, you can import the designs to another
environment, such as Unifier Production, by way of design bundles.
Notes:
You can select the Unifier environment in the Unifier Configurator.

Unifier Staging environment is a Unifier server deployed without
selecting the "Production" configuration checkbox in the Configurator.
Staging is a testing environment that replicates the Unifier Production
environment. It must be set up just like production. An object (for
example a BP) can be deployed multiple times in the Staging
environment.
Introduction
Users with permission have access to uDesigner (Staging or

Production). In Staging environment, all uDesigner functionalities are
available, but in Production environment the uDesigner functionalities
are limited.
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 and JDK.

Installation of the supported version of Oracle HTTP Server (OHS)
Installation of an Oracle or Microsoft SQL database
See the Tested Configurations document for the supported versions.
In This Section
Installing JDK .......................................................................................................... 11
Installing WebLogic ................................................................................................. 11
Installing Oracle HTTP Server (OHS) ...................................................................... 11
Installing JDK
WebLogic 11g automatically installs Java JDK 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 WebLogic
You will need to install WebLogic 11g and 12c to deploy Primavera Unifier. For supported version
levels, see the Tested Configurations document. Also, consult WebLogics documentation for
installation instructions. Visit: http://docs.oracle.com/cd/E23943_01/wls.htm.
Installing Oracle HTTP Server (OHS)

You will need to install the Oracle HTTP server (OHS) to deploy Unifier.
For supported version levels, refer to the Tested Configurations document. Also, consult the
Administrator's Guide for Oracle HTTP Server document for installation instructions:
http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm
(http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm).
1) Install Oracle HTTP Server (OHS) on desired server.
2) If OHS is installed on a different server than the Unifier server, then copy the Unifier_Home
directory and all the files from the Unifier server to the OHS server, using the same path and
directory structure on both the servers. For example: [Unifier_Home]\apps\ROOT
11
Note: The [Unifier home]\apps\ROOT contents must be kept

consistent between the Unifier app server and the OHS server. For
example, if a Unifier patch set or interim patch set results in modifying the
contents of the [Unifier home]\apps\ROOT, re-copy the revised
directory over to the OHS server.
12
Installing Unifier on Windows

Complete the procedures in the order listed below to install and configure 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 Unifier
2) Configure the database server
Complete this step before configuring Unifier. This information will be used during database
configuration in Unifier Configurator.
3) Configure WebLogic for Unifier
4) Install and configure the Reports Server. (Optional)
5) Install Oracle WebCenter Content. (Optional)
6) Install AutoVue Server
7) Configure Unifier using the Configurator
8) Deploy Unifier in WebLogic
9) Configure the Web Server
10) Launch Unifier and install Unifier applications
In This Section
Downloading Unifier ................................................................................................ 13
Configuring the Oracle Database Server ................................................................. 14
Installing the AutoVue Server .................................................................................. 15
Configuring the SQL Database Server ..................................................................... 16
Configuring WebLogic for Unifier ............................................................................. 17
Installing and Configuring the Reports Server (Optional) ......................................... 19
Specifying Unifier Configurator Settings .................................................................. 19
Installing Oracle WebCenter Content (Optional) ...................................................... 27
Configuring Unifier Using the Configurator............................................................... 27
Configuring the Oracle HTTP Server (OHS) ............................................................ 36
Deploying Unifier ..................................................................................................... 38
Launching Unifier..................................................................................................... 39
Downloading Unifier
1) Go to Oracle Software Delivery Cloud (https://edelivery.oracle.com/) and sign in
2) Navigate to access the Primavera Unifier page
13

3) Click Readme to open the "Primavera Unifier Media Pack" page and read the information
about:
Licensed Products and Restrictions for Primavera Unifier
Download Requirements
Contacting Unifier Customer Support
Access to Oracle Support
4) Close the "Primavera Unifier Media Pack" page
The Primavera Unifier download provides the necessary files for installing the platform version of
the product, only. The platform version of Unifier contains all the Unifier modules and allows the
users to create their own designs (business processes and attribute forms). This version of Unifier
does not have preconfigured designs.
The Primavera Unifier Project Controls download provides the files containing the
preconfigured designs (business processes and attribute forms), only.
Note: If your licensing agreement includes Primavera Unifier Project
Controls, you must first download the Primavera Unifier and then proceed
to downloading the Primavera Unifier Project Controls. The Primavera
Unifier Project Controls download folder does not have the main Unifier
application.
See the Installing Unifier Applications section for additional information.
Refer to the:
Primavera Unifier What's New document to learn about enhancements to Primavera Unifier.
Primavera Unifier Cumulative Feature Overview Tool (spreadsheet) to identify the features
that have been added to Unifier since a specific release level.
Configuring the Oracle Database Server

The following is an overview of the steps required to configure the Oracle database for use with
Unifier. For more information and specific instructions, refer to your Oracle documentation.
Configure an Oracle database for Unifier as follows:
1) Create an instance for the database.
Note: You can accept the defaults except for the following: Ensure to set
encoding to Unicode (UTF-8).
2) Create a user account on the newly created database.
For successful Primavera Unifier/uDesigner installation, make sure ample free space of at
least 2GB is available for the default tablespace where the new user will be located.
3) Grant the new user with connect, resource, create view, and create table privileges.
Note: This information will be used later for setting database information
in the Database tab of the Unifier Configurator.
14

For example:
create user unifier identified by unifier
temporary tablespace temp
default tablespace users;
grant connect, resource, create view, create table to unifier;
Note: (Required) Ensure that maximum open cursor in Oracle DB is set to
1000, or above.
Installing the AutoVue Server

AutoVue installation is mandatory if you plan to use Unifiers 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.
For more information, refer to Oracle AutoVue Client/Server Deployment Installation and
Configuration Guide available on Oracle Documentation website.
Downloading and Installing AutoVue

Download and install AutoVue as follows:
1)
2)
3)
4)
5)
6)
Go to the Oracle Software Delivery Cloud.

Select the product pack: Oracle AutoVue.
Select the platform: Windows.
Select the link: Oracle AutoVue 20.2.2 Media Pack for Microsoft Windows.
Download Oracle AutoVue 2D Professional 20.2.2 for Microsoft Windows.
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:
15

For authentication mechanism select Configure later (Manual Configuration)
For SSL configuration select Configure later (Manual Configuration)
Configuring AutoVue
After installing AutoVue, configure AutoVue by entering information in the following tabs of the
Unifier Configurator:
In the General Tab, enter the Server internal URL field to access AutoVue.
In the Markup Server Tab, complete all fields in this tab.
For more information about the General and Markup Server tabs, see the "Specifying Unifier
Configurator Settings" section.
Deploying Unifier GUI Applets to AutoVue

AutoVue provides the option of customizing third party graphical user interface (GUI). The
following Unifier applet GUI files are provided to integrate with AutoVue:
default.gui
defaultcons.gui
defaultNoMarkup.gui
defaultview.gui
To deploy the Unifier applet GUI files to AutoVue:

1) Follow the recommendations in the Installation and Configuration Guide Oracle AutoVue
20.2.2, Client/Server Deployment
(http://docs.oracle.com/cd/E49312_01/otn/docset.html).
2) Download the Primavera Unifier Tools R10.1 file from the Oracle Software Delivery Cloud
3) Unzip the AutoVueMenus.zip file into the location specified in the
jvueserver.users.directory parameter in the <AutoVue install
dir>\bin\jvueserver.properties file.
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 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.
16
Configuring WebLogic for Unifier

This section describes how to configure WebLogic for Unifier. It includes:
Creating a WebLogic Domain for Unifier (on page 17)

Starting the WebLogic Admin Server (on page 18)
Stopping the WebLogic Admin Server (on page 18)
Configuring WebLogic as a Service on Windows (Optional) (on page 18)
Creating a WebLogic Domain for Unifier

Create a WebLogic domain for 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:
a. Select the SSL Enabled option and set the SSL listen port if you are enabling Secure
Sockets Layer communication.
See http://download.oracle.com/docs/cd/E12840_01/wls/docs103/secmanage/ssl.html for
more details on setting SSL for WebLogic.
17
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 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, Your domain, Start Server.
(user_projects,domain,<your_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, Your domain, Stop Server.
(user_projects,domain,<your_domain>,Stop Server)
Note: The WebLogic console window will close automatically when it is
shutdown.
Configuring WebLogic as a Service on Windows (Optional)

To automatically start WebLogic on a reboot, complete the following steps to start WebLogic
admin server as a service on Windows operating system:
1) Set WL_HOME as system environment variable or modify it in
<unifier_home>/weblogic/setenv.bat.
18

WL_HOME is the root directory of the WebLogic installation. For detailed instructions, refer to
the topic, Creating a WebLogic Domain for Unifier (on page 17) 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 to Changing Unifier Configurator Settings (on page
28).
3) Log in as a WebLogic Administrator.
4) Access the <unifier_home>/weblogic folder and run the following scripts:
Run service.bat install to install the service for the first time using "beasvc
%DOMAIN_NAME%_AdminServer as the service name.
Run service.bat start to start the weblogic server with name "beasvc
%DOMAIN_NAME%_AdminServer"
Run service.bat stop to stop the weblogic server with name "beasvc
%DOMAIN_NAME%_AdminServer"
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 Oracle Business Intelligence
Publisher 11g.
For configuration information for integrating Unifier and BI Publisher, see the Configuring BI
Publisher for Primavera Unifier document.
Specifying Unifier Configurator Settings

The Unifier environment is configured through the Unifier Configurator window. To change
settings in Unifier Configurator:
1) Open the WebLogic directory inside the Unifier Home folder.
2) Run configure.sh.
3) Configure the settings for each tab described in the following topics.
19
General Tab
Server Type: The setting that defines the mode Unifier server is running.
Set Server Type to Production if this Unifier installation is acting as the Unifier production
environment.
Set Server Type to Staging if this Unifier installation is acting as the staging server for testing
of business processes and other Unifier designs and configurations.
Note: You must set the Server Type to Staging if you want to modify
uDesigner designs. If you do not select Staging, you will not be able to edit
uDesigner designs since designs are available as read-only in the
Production Server.
Server Internal URL: Enter the Oracle Http Server URL running on 80 port which is configured
with Unifier (For example: http://host1.expample.com)
Note: BI Publisher and Markup servers use this URL to communicate with
Unifier.
Login Session Timeout: Login Session Timeout is used to control the amount of time a user can
be idle before having to log back into Unifier. The unit is seconds. For security reasons, the
recommended timeout setting is between 30 minutes and 4 hours.
Late Notice Interval: Interval, in minutes, used by the internal job server for notification tasks.
The suggested interval is 15 minutes. A very small interval may degrade performance.
Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log
into the system. The recommended setting is 400.
Background Job Disabled: Determines whether the Unifier background job is disabled.
OIM/OAM Enabled: Determines whether integration of Primavera Unifier with Oracle Identify and
Access Manager is enabled.
SSO Logout: Enter the logout URL for Oracle Access Manager Single Sign On Configuration. For
more details, refer to Oracle Access Manager documentation.
UPK Help URL: Enter the URL where the User Productivity Kit (UPK) help content is to be hosted
(as a generic example, http://servername/contextroot, or as a specific example is
http://localhost/unifierupk).
Note: Ensure that the Popup Blocker is disabled.
Unifier Help URL: To deploy a local version of the Unifier online help, enter the URL where the
help file is to be hosted. By default, the online help is deployed from the Oracle Technology
Network site.
Temporary Directory: Enter the temporary directory for Unifier server operations.
20
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.
Repository Tab (Network File System)

This topic applies when you select Network File System for the File Repository field.
21

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.
regularly.
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 (For example:
http://SPHostname/unishare/UnitTestLib_1)
SharePoint Web Service URL: The URL of the Web Service used to connect P6 EPPM to
SharePoint, as specified when you configured SharePoint. The URL includes the machine name
(or IP address) of the content repository server, port number of the server, and web service name
(For example: http://hostname/port/WS_FPRPC).
SharePoint Repository Root URL: The URL of an external document library.
22

regularly.
names.
dashboards.
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.
regularly.
names.
23

"Appendix B: Archiving Projects" for more information about archiving.)
dashboards.
Database Tab (Oracle)

The information entered in this tab is based on your earlier database and user account creation.
Database Type: Select Oracle.
Database Name: Leave it Blank.
Host Name: Enter the host name of the computer where you installed the database.
Instance ID: Enter the Instance ID for the database. For example, sample.
Note: Enter a forward slash (/) before the DB Name (in the field) to
connect with the Instance ID or Service name for an Oracle RAC
database and Only Service Name connections for Pluggable Database in
Oracle DB 12c. For example: /sample.
Port: Enter the Port number to be used by Unifier to communicate with the database (For
example: 1521).
User Name: Enter the database login user account name (created in Oracle) to be used by
Unifier. The database login user account needs to have sufficient permissions to create tables in
order for Unifier to work correctly.
User Password: Enter the database login user account password to be used by Unifier.
Database Name: This field is not applicable for Oracle.
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
24
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.
Database Name: Enter a name.
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).
recommended setting is 100.
the database. Click Test Connection to verify that the Application server and the Microsoft SQL
Server database are connected and communicating.
Email Tab
Outbound (SMTP) E-mail Server: (Required) Enter the IP address for the outbound SMTP email
server information in this filed.
System Notification E-mail Address: This field contains the email ID that the system displays as
the "Senders" email address for all emails generated by the Unifier system, for example,
admin@example.com.
E-mail Sender Prefix: Enter the email prefix that will be used in the Senders name whenever an
email is generated from a user from within Unifier, for example, Unifier. Late email notifications
show the E-mail Sender Prefix, only.
E-mail Login URL: The URL included in all email notifications sent to the users who have logged
in to the system. Ensure that this URL is the same as "Server Internal URL" which is entered in
General tab.
Note: This field must contain the fully qualified server name in order to
establish a successful connection to the application server; otherwise, the
interactive login will not work.
Support Contact Information: This field contains the message text that is included in all
support-related email notifications.
25
Note: To enable an email address as a hyperlink, use the following

format: <a href="mailto:name@example.com">name@example.com</a>
Support E-mail Address: This field contains the email address to be used by the mail server as
the default system support email.
System Error Notification E-mail Address: This field contains the email address where Unifier
sends a notification if Unifier loses connection to the database while the system is running. The
email addresses can be separated by semicolon.
License Notification E-mail Address: This field contains the email address where Unifier sends
licensing notifications, for example, if the number of users exceeds the number of available
licenses. The email addresses can be separated by semicolon.
Inbound E-mail protocol: Select the protocol used by the inbound email server that can receive
email. The supported protocols are POP3, IMAP, POP3S, and IMAPS.
Inbound E-mail Server: Enter the server that can receive email, for example, if a user takes
action via email on a business process. This can be the server name or IP address.
(Optional) You can specify the port number after the server name of IP address, for example,
example.com:1521.
Inbound E-mail Account: Enter the email account to receive response email from the user.
Note: To use the project or shell Mailbox, which allows external email
messages to be sent to and stored within a central project or shell
mailbox, use the following format for the inbound email account. This
allows acceptance of inbound emails sent to the system-generated
project/shell email addresses: *-inboundemailname@example.com.
This configuration is needed on the email server, not within the Unifier
Configurator.
Inbound E-mail Password: This field contains the password that corresponds to the inbound
email account. This password is used when email is retrieved.
Test Inbound E-mail Account: Enables you to validate the the configuration settings that you
have entered.
Note: Click Test Inbound E-mail Account to test the Inbound E-mail
Server, Inbound E-mail Account, and Inbound E-mail Password.
Markup Server Tab

Markup Server Host Name: Enter the host name of the markup server.
Markup Server Port: Enter the port number of the markup server. The default port number for
AutoVue is 5099.
Use Server Internal URL: (Optional) Select this option only if server internal URL address must
be used by markup server to communicate with Unifier. If not selected (default), The User's login
base URL address is used by markup server to communicate with Unifier.
26
Report Tab
BIP Endpoint URL: Enter the BIP Web Services endpoint URL. For example:
http://host1.example.com:1521
BIP User Name: Enter the user name created for the BI Publisher server.
BIP Password: Enter the password for the BI Publisher user.
BIP Data Source: Enter the JDBC data source name that was entered when the JDBC Data
Source BI Publisher
BIP Report folder: The folder under the default location in the BI Publisher catalog. Reports
reside in this folder based on company registry.
Note: The values used in the BIP User Name, BIP Password, BIP Data
Source, and BIP Report folder fields are the same as those created when
using the Configuring BI Publisher for Primavera Unifier document.
Geo Map Tab

Map Server Url: Enter https://elocation.oracle.com. This is the Oracle Map server base URL
where the Oracle MapVeiwer application is deployed with the context "mapviewer". This is where
the server obtains the map image.
Map Tile: Enter elocation.world_map. This is the name of the map tile layer (the base map used
for map rendering) that was pre-defined on the Oracle Map server. This is the map data source.
Map Geocoder Url: Enter https://elocation.oracle.com. This is the server URL where the
Oracle Geocoder application is deployed with the context "geocoder." This is the location service.
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.
Configuring Unifier Using the Configurator

This section describes how to use the Unifier Configurator to configure 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 JDK installed directory.
27
Changing Unifier Configurator Settings

The 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 configure.bat.
3) Configure the settings for each tab described in the following topics.
General Tab
Server Type: The setting that defines the mode Unifier server is running.
Set Server Type to Production if this Unifier installation is acting as the Unifier production
environment.
Set Server Type to Staging if this Unifier installation is acting as the staging server for testing
of business processes and other Unifier designs and configurations.
Note: You must set the Server Type to Staging if you want to modify
uDesigner designs. If you do not select Staging, you will not be able to edit
uDesigner designs since designs are available as read-only in the
Production Server.
Server Internal URL: Enter the Oracle Http Server URL running on 80 port which is configured
with Unifier (For example: http://host1.expample.com)
Note: BI Publisher and Markup servers use this URL to communicate with
Unifier.
Login Session Timeout: Login Session Timeout is used to control the amount of time a user can
be idle before having to log back into Unifier. The unit is seconds. For security reasons, the
recommended timeout setting is between 30 minutes and 4 hours.
Late Notice Interval: Interval, in minutes, used by the internal job server for notification tasks.
The suggested interval is 15 minutes. A very small interval may degrade performance.
Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log
into the system. The recommended setting is 400.
Background Job Disabled: Determines whether the Unifier background job is disabled.
OIM/OAM Enabled: Determines whether integration of Primavera Unifier with Oracle Identify and
Access Manager is enabled.
SSO Logout: Enter the logout URL for Oracle Access Manager Single Sign On Configuration. For
more details, refer to Oracle Access Manager documentation.
UPK Help URL: Enter the URL where the User Productivity Kit (UPK) help content is to be hosted
(as a generic example, http://servername/contextroot, or as a specific example is
http://localhost/unifierupk).
28
Note: Ensure that the Popup Blocker is disabled.

Unifier Help URL: To deploy a local version of the Unifier online help, enter the URL where the
help file is to be hosted. By default, the online help is deployed from the Oracle Technology
Network site.
Temporary Directory: Enter the temporary directory for Unifier server operations.
Repository Tab (WebCenter Content)

This topic applies when you select WebCenter Content for the File Repository field.
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."
regularly.
names.
29

dashboards.
Repository Tab (Network File System)
This topic applies when you select Network File System for the File Repository field.
File Repository: Select a Network File System from the drop-down list. Options include:
CMIS - Refer to the Repository Tab (CMIS) for detailed information

SharePoint - Refer to the Repository Tab (SharePoint) for detailed information.
regularly.
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 (For example:
http://SPHostname/unishare/UnitTestLib_1)
30

SharePoint Web Service URL: The URL of the Web Service used to connect P6 EPPM to
SharePoint, as specified when you configured SharePoint. The URL includes the machine name
(or IP address) of the content repository server, port number of the server, and web service name
(For example: http://hostname/port/WS_FPRPC).
SharePoint Repository Root URL: The URL of an external document library.
regularly.
names.
dashboards.
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.
31

regularly.
names.
"Appendix B: Archiving Projects" for more information about archiving.)
dashboards.
Database Tab (Oracle)
The information entered in this tab is based on your earlier database and user account creation.
Database Type: Select Oracle.
Database Name: Leave it Blank.
Host Name: Enter the host name of the computer where you installed the database.
Instance ID: Enter the Instance ID for the database. For example, sample.
Note: Enter a forward slash (/) before the DB Name (in the field) to
connect with the Instance ID or Service name for an Oracle RAC
database and Only Service Name connections for Pluggable Database in
Oracle DB 12c. For example: /sample.
Port: Enter the Port number to be used by Unifier to communicate with the database (For
example: 1521).
User Name: Enter the database login user account name (created in Oracle) to be used by
Unifier. The database login user account needs to have sufficient permissions to create tables in
order for Unifier to work correctly.
User Password: Enter the database login user account password to be used by Unifier.
Database Name: This field is not applicable for Oracle.
maximum is 400; the recommended maximum is 80 to 100.
32

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.
Database Name: Enter a name.
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).
recommended setting is 100.
the database. Click Test Connection to verify that the Application server and the Microsoft SQL
Server database are connected and communicating.
Email Tab
Outbound (SMTP) E-mail Server: (Required) Enter the IP address for the outbound SMTP email
server information in this filed.
System Notification E-mail Address: This field contains the email ID that the system displays as
the "Senders" email address for all emails generated by the Unifier system, for example,
admin@example.com.
E-mail Sender Prefix: Enter the email prefix that will be used in the Senders name whenever an
email is generated from a user from within Unifier, for example, Unifier. Late email notifications
show the E-mail Sender Prefix, only.
33

E-mail Login URL: The URL included in all email notifications sent to the users who have logged
in to the system. Ensure that this URL is the same as "Server Internal URL" which is entered in
General tab.
Note: This field must contain the fully qualified server name in order to
establish a successful connection to the application server; otherwise, the
interactive login will not work.
Support Contact Information: This field contains the message text that is included in all
support-related email notifications.
Note: To enable an email address as a hyperlink, use the following
format: <a href="mailto:name@example.com">name@example.com</a>
Support E-mail Address: This field contains the email address to be used by the mail server as
the default system support email.
System Error Notification E-mail Address: This field contains the email address where Unifier
sends a notification if Unifier loses connection to the database while the system is running. The
email addresses can be separated by semicolon.
License Notification E-mail Address: This field contains the email address where Unifier sends
licensing notifications, for example, if the number of users exceeds the number of available
licenses. The email addresses can be separated by semicolon.
Inbound E-mail protocol: Select the protocol used by the inbound email server that can receive
email. The supported protocols are POP3, IMAP, POP3S, and IMAPS.
Inbound E-mail Server: Enter the server that can receive email, for example, if a user takes
action via email on a business process. This can be the server name or IP address.
(Optional) You can specify the port number after the server name of IP address, for example,
example.com:1521.
Inbound E-mail Account: Enter the email account to receive response email from the user.
Note: To use the project or shell Mailbox, which allows external email
messages to be sent to and stored within a central project or shell
mailbox, use the following format for the inbound email account. This
allows acceptance of inbound emails sent to the system-generated
project/shell email addresses: *-inboundemailname@example.com.
This configuration is needed on the email server, not within the Unifier
Configurator.
Inbound E-mail Password: This field contains the password that corresponds to the inbound
email account. This password is used when email is retrieved.
Test Inbound E-mail Account: Enables you to validate the the configuration settings that you
have entered.
Note: Click Test Inbound E-mail Account to test the Inbound E-mail
Server, Inbound E-mail Account, and Inbound E-mail Password.
34
Markup Server Tab

Markup Server Host Name: Enter the host name of the markup server.
Markup Server Port: Enter the port number of the markup server. The default port number for
AutoVue is 5099.
Use Server Internal URL: (Optional) Select this option only if server internal URL address must
be used by markup server to communicate with Unifier. If not selected (default), The User's login
base URL address is used by markup server to communicate with Unifier.
Report Tab
BIP Endpoint URL: Enter the BIP Web Services endpoint URL. For example:
http://host1.example.com:1521
BIP User Name: Enter the user name created for the BI Publisher server.
BIP Password: Enter the password for the BI Publisher user.
BIP Data Source: Enter the JDBC data source name that was entered when the JDBC Data
Source BI Publisher
BIP Report folder: The folder under the default location in the BI Publisher catalog. Reports
reside in this folder based on company registry.
Note: The values used in the BIP User Name, BIP Password, BIP Data
Source, and BIP Report folder fields are the same as those created when
using the Configuring BI Publisher for Primavera Unifier document.
Geo Map Tab

Map Server Url: Enter https://elocation.oracle.com. This is the Oracle Map server base URL
where the Oracle MapVeiwer application is deployed with the context "mapviewer". This is where
the server obtains the map image.
Map Tile: Enter elocation.world_map. This is the name of the map tile layer (the base map used
for map rendering) that was pre-defined on the Oracle Map server. This is the map data source.
Map Geocoder Url: Enter https://elocation.oracle.com. This is the server URL where the
Oracle Geocoder application is deployed with the context "geocoder." This is the location service.
Saving the Configuration Settings

You must save your configuration data to a configuration file. In the Unifier Configuration window,
click File, Save.
Note: Restart Unifier for the changes to be operative.
35
Changing Configuration Settings

After initially installing and configuring Unifier, follow this procedure to make any subsequent
changes to the configuration settings:
1) Stopping Unifier in WebLogic (on page 36)
2) Editing Configuration Data (on page 36)
3) Starting Unifier in WebLogic (on page 36)
Stopping Unifier in WebLogic
To stop the 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 Unifier in WebLogic, make changes to the Unifier configuration settings as follows:
1)
2)
3)
4)
In the WebLogic directory within the Unifier Home folder, locate the configure.bat file.
Run configure.bat.
Make necessary configuration changes, and then click File, Save.
Restart Unifier in WebLogic.
Starting Unifier in WebLogic

After a new installation, Unifier must be stopped before you can make any changes to the
configuration settings. Be sure to restart it afterward.
To start the Unifier application in WebLogic:
2) Run the startup.bat file.
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.
Configuring the 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:
36

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>
<Directory "<Unifier_Home>/apps/ROOT/WEB-INF">
Deny from all
</Directory>
d. Add the following line as the first line in Load Modules section of httpd.conf file:
LoadModule deflate_module
"${ORACLE_HOME}/ohs/modules/mod_deflate.so"
Note: <Unifier_Home> is the unifier installation directory.
2) Add the following to the $ORACLE_INSTANCE/ config/ OHS/ ohs1/mod_wl_ohs.conf file:
<LocationMatch
/(bp|bluedoor|g|pub|m|portal|viewbp|ws|VueServlet|jvueDMS|xdespellch
ecker)($|/)>
SetHandler weblogic-handler
WebLogicHost localhost
WebLogicPort 7001
</LocationMatch>
<LocationMatch /(dojo|gs|studio|unifier_js|webant|x)($|/)>
ExpiresActive on
ExpiresDefault "access plus 6 month"
</LocationMatch>
<LocationMatch /(bp|bluedoor|g|pub|portal|viewbp)($|/)>
SetOutputFilter DEFLATE
</LocationMatch>
DeflateBufferSize 20000
37
Note: Modify these entries under <Location /> as necessary:
For WebLogicHost: Weblogic server hostname or IP address.

For WebLogicPort: Weblogic server port number.
3) Run opmnctl.sh to restart the OHS server.
Installing SSL Certificate (Optional)

Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) certificate is
optional.
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 Unifier
To deploy Unifier into the WebLogic domain, complete the following procedures:
1) Creating an EAR File From the Configurator (on page 38)
2) Deploy the generated EAR file using any of the following methods:
Deploying Unifier From the Unifier_Home Directory (on page 38)
Deploying Unifier from the WebLogic Administration Console (on page 39)
Creating an EAR File From the Configurator

Complete the following steps to create an .EAR file from the configurator:
1)
2)
3)
4)
5)
Access the Configurator.

In the configurator, select File, Create EAR.
By default, the .EAR file is created in the unifier/weblogic directory.
Save the file as unifier.ear.
Proceed to deploy unifier.ear in WebLogic using any of the following methods:
Deploying Unifier From the Unifier_Home Directory

After creating the .EAR file, deploy Unifier as follows:
1) In the <unifier_home>\weblogic directory edit the setenv.bat file as follows:
38

used by Unifier.
domain.
Save setEnv.bat.
Run startup.bat.
Run deploy.bat.
When prompted, enter the WebLogic user name and password.
Unifier is deployed in WebLogic using the variables set in setEnv.bat.
2)
3)
4)
5)
Note: This process may take several minutes.
Deploying 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)
2)
3)
4)
5)
6)
7)
8)
9)
In the Change Center pane, select Lock & Edit.

In the Domain Structure pane, select Deployments.
In the Summary of Deployments pane, select Install.
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.
In the Settings for unifier window, select Save.
In the Change Center pane, select Activate Changes.
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.
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 Unifier
This section describes how to:
39
Start Unifier for the first time

Install Unifier applications
Set up your company
Before launching Primavera Unifier, ensure that you have read the Getting Started section of the
Unifier Help, which contains important information about configuring your browser for use with
Primavera Unifier.
Starting Unifier for the First Time

In your browser, navigate to the URL that launches the Unifier application locally. For example:
http://unifier.oracle.com:7001. In the Sign In window, sign in to Unifier with the default
Administrator username (Administrator) and password (Administrator).
Unifier immediately prompts you to change your password. We recommend you do so
immediately for security reasons. Once you change your password, Unifier creates your
Administrator account.
The Administrator account is the only account with permissions automatically set for all features.
The Administrator cannot be a member of any project, even if created in the Hosting Company.
Installing Unifier Applications

This section describes how to install the Unifier applications for your company.
Notes:
The following procedures must be performed by the Site

Administrator, after the required Unifier applications (Primavera
Unifier, or Primavera Unifier and Primavera Unifier Project Controls)
have been downloaded and stored locally. See Downloading Unifier
section for details.
If you receive an error message, try reinstalling the application. If
reinstalling the application also results in receiving an error message,
contact Oracle Support.
When you sign in as the Site Administrator, Unifier shows you the Home tab in Administration
Mode.
1) In the left Navigator, click Applications node. Unifier displays an install panel on the
right-hand side of the window.
2) Click Install to open the Install Primavera Unifier Application window. Use the information in
the table below to complete the fields in the window and when finished, click Install.
Note: Ensure that the Temporary directory is set in the configurator
(General tab).
40
In this field:
Do this:
Select Downloaded Application to

Install
Application File
Browse to where the applications are stored and

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

unpublished
Note: This option is available in
Staging environment. This option is
not available in Production
environment.
Selecting this option allows users to be able to

modify designs (business processes and attribute
forms) in the Staging environment, after Unifier is
installed. See the following Unifier Environments
topics for details.
Company Details
Name
Enter the name of the company.
Short Name
Enter a one-word short name, up to 8 characters.

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

company.
Contact Email
Enter the email address that will be used for all

emails sent from the Support link in Unifier.
Licensed Users
Enter the number of users who will be licensed to

use the application.
Address Type
Identify the address you are entering, such as

Headquarters, Billing Office, or Satellite Office.
Address
Enter the company address.
City
Enter the city for the address.
State/Province
Enter the state or province for the address.
Zip
Enter the zip code for the address.
Country/Region
Enter the country or region for the address.
Admin Login Username
Enter the company administrators user name.

Default is coadmin. This user name will be
automatically added to the Company
Administrators group.
41
In this field:
Do this:
Note: The coadmin user by default gets all the

permissions for the new designs or new modules.
Essentially this user that is company
administrator will have all the permissions across
the company and projects.
Password
Enter the administrators password.
Confirm Password
Re-enter the password.
Unifier Environments
There are two Unifier environments:
Staging environment
Production environment
The Site Administrator can install the platform version of the product (Primavera Unifier) in both
Staging and Production environments.
Note: In this type of installation, the new designs created in the Staging
environment are unpublished until the creation of Production design
bundle creation. After Production design bundle is created, all designs
that are tagged for Production will be published.
The Site Administrator can install the Project Controls version of the product (Primavera Unifier
Project Controls) in both Staging and Production environments; however, Oracle recommends
that the Administrators avoid installing the Project Controls version of the product in Production
environment, if the users plan on modifying the preconfigured designs.
The following section explains the recommended setup (which downloaded folders must be
placed in which environment):
Platform version of the product (Primavera Unifier)
Staging
The BASIC files
The main Unifier application files ("unifier_#.zip" (where # represent the Unifier version
number) folder)
Production
The BASIC files
number) folder)
Project Controls version of the product (Primavera Unifier Project Controls)
Staging
number) folder)
The files in the main zip folder from Primavera Unifier Project Controls download
42
Production
number) folder)
Note: Since the content of the material created by the Users (also known
as Custom Strings) can be translated into different languages, with the
exception of data or value entered by the user, you (Unifier Administrator)
must sign in to Unifier, navigate to the Company, expand the
Configuration node, select the Internationalization node, click Refresh
drop-down list, and select All Strings to populate the Custom String table.
If you do not refresh after the installation, certain Unifier functions will not
work properly.
Deploying Unifier Online Help

By default Unifier online help is deployed from the Oracle Technology Network site. To deploy
Unifier help locally, or from an alternative URL, proceed as follows:
1) From the Help topic of the Primavera Unifier Online Documentation Library, download
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.
43
Installing Unifier on Linux

Complete the following procedures to install and configure Unifier for a first time installation. Each
step corresponds to a section in this guide.
Note: Before you begin, create an installation account that has full
administration privileges for the server. This account is needed for
maintenance and upgrades.
1) Download Unifier.
2) Configure the database server.
Complete this step before configuring Unifier. This information will be used during database
configuration in Unifier Configurator.
3) Configure WebLogic for Unifier.
4) Install and configure the Reports Server. (Optional)
5) Install Oracle WebCenter Content. (Optional)
6) Install AutoVue Server.
7) Configure Unifier using the Configurator.
8) Configure the Web Server.
9) Deploy Unifier in WebLogic.
10) Launch Unifier and install Unifier applications.
In This Section
Downloading Unifier ................................................................................................ 45
Configuring the Oracle Database Server ................................................................. 46
Installing the AutoVue Server .................................................................................. 47
Configuring WebLogic for Unifier ............................................................................. 48
Installing and Configuring the Reports Server (Optional) ......................................... 51
Installing Oracle WebCenter Content (Optional) ...................................................... 51
Configuring Unifier Using the Configurator............................................................... 51
Configuring the Oracle HTTP Server (OHS) ............................................................ 53
Deploying Unifier ..................................................................................................... 54
Launching Unifier..................................................................................................... 56
Downloading Unifier
1) Go to Oracle Software Delivery Cloud (https://edelivery.oracle.com/) and sign in
2) Navigate to access the Primavera Unifier page
3) Click Readme to open the "Primavera Unifier Media Pack" page and read the information
about:
45

Licensed Products and Restrictions for Primavera Unifier
Download Requirements
Contacting Unifier Customer Support
4) Close the "Primavera Unifier Media Pack" page
The Primavera Unifier download provides the necessary files for installing the platform version of
the product, only. The platform version of Unifier contains all the Unifier modules and allows the
users to create their own designs (business processes and attribute forms). This version of Unifier
does not have preconfigured designs.
The Primavera Unifier Project Controls download provides the files containing the
preconfigured designs (business processes and attribute forms), only.
Note: If your licensing agreement includes Primavera Unifier Project
Controls, you must first download the Primavera Unifier and then proceed
to downloading the Primavera Unifier Project Controls. The Primavera
Unifier Project Controls download folder does not have the main Unifier
application.
See the Installing Unifier Applications section for additional information.
Refer to the:
Primavera Unifier What's New document to learn about enhancements to Primavera Unifier.
Primavera Unifier Cumulative Feature Overview Tool (spreadsheet) to identify the features
that have been added to Unifier since a specific release level.
Configuring the Oracle Database Server

The following is an overview of the steps required to configure the Oracle database for use with
Unifier. For more information and specific instructions, refer to your Oracle documentation.
Configure an Oracle database for Unifier as follows:
1) Create an instance for the database.
Note: You can accept the defaults except for the following: Ensure to set
encoding to Unicode (UTF-8).
2) Create a user account on the newly created database.
For successful Primavera Unifier/uDesigner installation, make sure ample free space of at
least 2GB is available for the default tablespace where the new user will be located.
3) Grant the new user with connect, resource, create view, and create table privileges.
For example:
create user unifier identified by unifier
46

temporary tablespace temp
default tablespace users;
grant connect, resource, create view, create table to unifier;
Note: (Required) Ensure that maximum open cursor in Oracle DB is set to
1000, or above.
Installing the AutoVue Server

AutoVue installation is mandatory if you plan to use Unifiers 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.
For more information, refer to Oracle AutoVue Client/Server Deployment Installation and
Configuration Guide available on Oracle Documentation website.
Downloading and Installing AutoVue

Download and install AutoVue as follows:
1)
2)
3)
4)
5)
6)
Go to the Oracle Software Delivery Cloud.

Select the product pack: Oracle AutoVue.
Select the platform: Windows.
Select the link: Oracle AutoVue 20.2.2 Media Pack for Microsoft Windows.
Download Oracle AutoVue 2D Professional 20.2.2 for Microsoft Windows.
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)
47
Configuring AutoVue
After installing AutoVue, configure AutoVue by entering information in the following tabs of the
Unifier Configurator:
In the General Tab, enter the Server internal URL field to access AutoVue.
In the Markup Server Tab, complete all fields in this tab.
For more information about the General and Markup Server tabs, see the "Specifying Unifier
Configurator Settings" section.
Deploying Unifier GUI Applets to AutoVue

AutoVue provides the option of customizing third party graphical user interface (GUI). The
following Unifier applet GUI files are provided to integrate with AutoVue:
default.gui
defaultcons.gui
defaultNoMarkup.gui
defaultview.gui
To deploy the Unifier applet GUI files to AutoVue:

1) Follow the recommendations in the Installation and Configuration Guide Oracle AutoVue
20.2.2, Client/Server Deployment
(http://docs.oracle.com/cd/E49312_01/otn/docset.html).
2) Download the Primavera Unifier Tools R10.1 file from the Oracle Software Delivery Cloud
3) Unzip the AutoVueMenus.zip file into the location specified in the
jvueserver.users.directory parameter in the <AutoVue install
dir>\bin\jvueserver.properties file.
Configuring WebLogic for Unifier

This section describes how to configure WebLogic for Unifier on a Linux 64-bit operating system. It
includes:
Creating a WebLogic Domain for Unifier (on page 48)

Starting the WebLogic Admin Server (on page 49)
Stopping the WebLogic Admin Server (on page 50)
Configuring WebLogic and OHS as a Service (on page 50)
Creating a WebLogic Domain for Unifier

To create a WebLogic domain:
1) Run the WebLogic Configuration Wizard.
2) In the Welcome window:
a. Select Create a new WebLogic domain.
48
3)
4)
5)
6)
7)
8)
b. Click Next.
In the Select Domain Source window, click Next to accept the default selections.
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.
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.
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.
In the Select Optional Configuration window:
a. Select the Administration Server option.
b. Click Next.
(Optional) In the Configure the Administration Server window:
a. Select the SSL enabled option and set the SSL listen port if you are enabling Secure
Sockets Layer communication.
See http://download.oracle.com/docs/cd/E12840_01/wls/docs103/secmanage/ssl.html for
more details on setting SSL for WebLogic.
Note: Oracle recommends you always use SSL in a production
environment for secure communications.
b. Click Next.
9) In the Configuration Summary window, click Create.
10) Click Done after the domain is created.
11) When prompted, enter the Administrator User Name and Password that you entered above.
Starting the WebLogic Admin Server

To deploy Unifier in WebLogic, start the Admin server as follows:
1) Change to the weblogic_home/user_projects/domains/your_domain directory.
2) Run the startWebLogic.sh script.
3) If prompted for a user name and password in the WebLogic console window, type in the
administrative user name and password you specified when creating the domain.
49
Note: If you turned on the WebLogic precompile option, the WebLogic

console displays "Server started in RUNNING mode" when precompiling
finishes. For detailed information about turning on precompilation, see
your WebLogic Server documentation.
Stopping the WebLogic Admin Server

When you are finished working in the WebLogic Administration Console, stop the WebLogic
admin server as follows:
1) Change to the weblogic_home/user_projects/domains/domain_home/bin
directory.
2) Run the stopWebLogic.sh script.
Note: The WebLogic console window will close automatically at
shutdown.
Configuring WebLogic and OHS as a Service

Complete the following steps to install WebLogic and Oracle HTTPS Server (OHS) as a service on
a Linux 64-bit operating system.
1) Set WL_HOME as system environment variable or modify it in
<unifier_home>/weblogic/setenv.sh. WL_HOME is the root directory of the WebLogic
installation. For detailed instructions, refer to the topic, Creating a WebLogic Domain for
Unifier (on page 17) to create the Domain Home for weblogic.
For example: C:\Oracle\Middleware\wlserver_11\server
2) Set the environment variables for Unifier. For detailed instructions, refer to Changing Unifier
Configurator Settings (on page 28).
3) For WebLogic installed in production mode, create boot.properties at
$DOMAIN_HOME/servers/<server_name>/security.
4) Ensure all variables are set for a ROOT_USER.
5) Login to Linux as a ROOT_USER.
6) In the <unifier_home>/weblogic/unifier, modify values for the following parameters:
OHS_INSTANCE_HOME: The home directory of OHS.
UNIFIER_HOME: The home directory of Primavera Unifier.
OHS_USER: User who can start OHS. Alternatively, locate the user in the httpd.conf file.
WL_USER: User who can start WebLogic.
Note: Change the command to start weblogic in accordance to the user
privilege on the system.
50

7) Ensure that when the server is restarted the Xvfb process is also started with the same
DISPLAY value as follows for the ROOT_USER:
a. Install Xvfb
yum install Xvfb
b. start Xvfb
locate Xvfb (where Xvfb is installed)
/usr/bin/Xvfb :99 -screen 0 1x1x8 &
c. Edit the unifier file to add: export DISPLAY=:99
8) Copy the unifier script into the /etc/rc.d/init.d folder
9) To make the file executable, run the command: chmod 755 unifier
10) To add the service at system reboot, run the command: chkconfig --add unifier
11) To start the unifier service from the console, run the command: service unifier start
Stopping the Service
To stop the unifier service from the console, run the command: service unifier stop
Uninstalling the Service
To remove the service, run the command: chkconfig --del unifier
Installing and Configuring the Reports Server (Optional)

Consult your Oracle documentation for instructions on installing Oracle Business Intelligence
Publisher 11g.
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.
Configuring Unifier Using the Configurator

This section describes how to use the Unifier Configurator to configure Unifier.
Editing the SetEnv.sh File

Ensure that the following variables are saved in the setenv.sh file:
51
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.
Saving the Configuration Settings

You must save your configuration data to a configuration file. In the Unifier Configuration window,
click File, Save.
Note: Restart Unifier for the changes to be operative.
Changing Configurator Settings

After initially installing and configuring Unifier, you must follow this procedure to make any
subsequent changes to the configuration settings:
1) Stopping Unifier in WebLogic (on page 52)
2) Editing Configuration Data (on page 52)
3) Starting Unifier in WebLogic (on page 52)
Stopping Unifier in WebLogic
To stop Unifier in WebLogic:
2) Run the stop.sh file.
Editing Configuration Data
After stopping Unifier, edit the configuration settings as follows:
1)
2)
3)
4)
In the WebLogic directory within the Unifier Home folder, locate the configure.sh file.
Run configure.sh.
Make necessary configuration changes, and click File, Save.
Start Unifier in WebLogic.
Starting Unifier in WebLogic

To start Unifier in WebLogic:
2) Run the startup.sh file.
52
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.
Configuring the Oracle HTTP Server (OHS)

After installing Oracle HTTP Server (OHS), configure as follows:
1) Modify the $ORACLE_INSTANCE/ config/ OHS/ ohs1/httpd.conf file as follows:
a. Change the default listen port from 7777 to 80.
Note: Before making the above change, disable or turn-off any other
application that is using port 80 (such as IIS or Windows).
b. Add settings after DocumentRoot as follows:
DocumentRoot <Unifier_Home>/apps/ROOT
c. Add parameters between <Directory ></Directory> so it appears as follows:
<Directory "<Unifier_Home>/apps/ROOT">
Options Indexes Includes FollowSymLinks
AllowOverride None
Allow from all
Order allow,deny
DirectoryIndex index.html
</Directory>
<Directory "<Unifier_Home>/apps/ROOT/WEB-INF">
Deny from all
</Directory>
d. Add the following line as the first line in Load Modules section of httpd.conf file:
LoadModule deflate_module
"${ORACLE_HOME}/ohs/modules/mod_deflate.so"
Note: <Unifier_Home> is the unifier installation directory.
2) Add the following to the $ORACLE_INSTANCE/ config/ OHS/ ohs1/mod_wl_ohs.conf file:
<LocationMatch
/(bp|bluedoor|g|pub|m|portal|viewbp|ws|VueServlet|jvueDMS|xdespellch
ecker)($|/)>
SetHandler weblogic-handler
WebLogicHost localhost
WebLogicPort 7001
</LocationMatch>
53
<LocationMatch /(dojo|gs|studio|unifier_js|webant|x)($|/)>
ExpiresActive on
ExpiresDefault "access plus 6 month"
</LocationMatch>
<LocationMatch /(bp|bluedoor|g|pub|portal|viewbp)($|/)>
SetOutputFilter DEFLATE
</LocationMatch>
DeflateBufferSize 20000
Note: Modify these entries under <Location /> as necessary:
For WebLogicHost: Weblogic server hostname or IP address.

For WebLogicPort: Weblogic server port number.
3) Run opmnctl.sh to restart the OHS server.
Installing SSL Certificate (Optional)

Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) certificate is
optional.
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 Unifier
To deploy Unifier into the WebLogic domain, complete the following procedures:
1) Creating an EAR File From the Configurator (on page 38)
2) Deploy the generated EAR file using any of the following methods:
Creating an EAR File From the Configurator

Complete the following steps to create an .EAR file from the configurator:
1) Access the Configurator.
54

2)
3)
4)
5)
In the configurator, select File, Create EAR.

By default, the .EAR file is created in the unifier/weblogic directory.
Save the file as unifier.ear.
Proceed to deploy unifier.ear in WebLogic using any of the following methods:
Deploying Unifier From the Unifier_Home Directory

After creating the .EAR file, deploy Unifier as follows:
1) In the <unifier_home>\weblogic directory perform the following:
used by Unifier.
domain.
2) Save setEnv.sh.
3) Run startup.sh.
4) Run deploy.sh.
5) When prompted, enter the WebLogic administrator user name and password.
The Unifier application will be deployed in WebLogic using the variables set in the setEnv.sh.
Note: This process may take several minutes.
Deploying 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)
2)
3)
4)
In the Change Center pane, select Lock & Edit.

In the Summary of Deployments pane, select Install.
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.
55

8) In the Summary of Deployments pane:
a. Select unifier.
b. Select the down arrow to the right of the Start button and select Servicing all requests.
9) In the Start Application Assistant pane, select Yes.
Note: The unifier state column should be Active. If the state is Start
Running, refresh the screen until the status is changed to Active.
Deploying Unifier to a WebLogic Cluster

To setup a WebLogic cluster, refer to the WebLogic documentation for detailed instructions. After
setting up the cluster, generate the EAR file and deploy Unifier using the EAR file as described in
this guide.
Launching Unifier
This section describes how to:
Start Unifier for the first time

Install Unifier applications
Set up your company
Before launching Primavera Unifier, ensure that you have read the Getting Started section of the
Unifier Help, which contains important information about configuring your browser for use with
Primavera Unifier.
Starting Unifier for the First Time

In your browser, navigate to the URL that launches the Unifier application locally. For example:
http://unifier.oracle.com:7001. In the Sign In window, sign in to Unifier with the default
Administrator username (Administrator) and password (Administrator).
Unifier immediately prompts you to change your password. We recommend you do so
immediately for security reasons. Once you change your password, Unifier creates your
Administrator account.
The Administrator account is the only account with permissions automatically set for all features.
The Administrator cannot be a member of any project, even if created in the Hosting Company.
Installing Unifier Applications
This section describes how to install the Unifier applications for your company.
Notes:
56
The following procedures must be performed by the Site

Administrator, after the required Unifier applications (Primavera
Unifier, or Primavera Unifier and Primavera Unifier Project Controls)
have been downloaded and stored locally. See Downloading Unifier
section for details.
If you receive an error message, try reinstalling the application. If
reinstalling the application also results in receiving an error message,
contact Oracle Support.
When you sign in as the Site Administrator, Unifier shows you the Home tab in Administration
Mode.
1) In the left Navigator, click Applications node. Unifier displays an install panel on the
right-hand side of the window.
2) Click Install to open the Install Primavera Unifier Application window. Use the information in
the table below to complete the fields in the window and when finished, click Install.
Note: Ensure that the Temporary directory is set in the configurator
(General tab).
In this field:
Do this:
Select Downloaded Application to

Install
Application File
Browse to where the applications are stored and

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

unpublished
Note: This option is available in
Staging environment. This option is
not available in Production
environment.
Selecting this option allows users to be able to

modify designs (business processes and attribute
forms) in the Staging environment, after Unifier is
installed. See the following Unifier Environments
topics for details.
Company Details
Name
Enter the name of the company.
Short Name
Enter a one-word short name, up to 8 characters.

The Short Name is a unique, one-word
abbreviated form of your company name, and is
used throughout Primavera Unifier in place of the
company name. (For example, when importing
uDesigner-created business processes, and on
logs that identify partner companies.)
Currency
Enter the default currency that will be used by the
57
In this field:
Do this:
company.
Contact Email
Enter the email address that will be used for all

emails sent from the Support link in Unifier.
Licensed Users
Enter the number of users who will be licensed to

use the application.
Address Type
Identify the address you are entering, such as

Headquarters, Billing Office, or Satellite Office.
Address
Enter the company address.
City
Enter the city for the address.
State/Province
Enter the state or province for the address.
Zip
Enter the zip code for the address.
Country/Region
Enter the country or region for the address.
Admin Login Username
Enter the company administrators user name.

Default is coadmin. This user name will be
automatically added to the Company
Administrators group.
Note: The coadmin user by default gets all the
permissions for the new designs or new modules.
Essentially this user that is company
administrator will have all the permissions across
the company and projects.
Password
Enter the administrators password.
Confirm Password
Re-enter the password.
Unifier Environments
There are two Unifier environments:
Staging environment
Production environment
The Site Administrator can install the platform version of the product (Primavera Unifier) in both
Staging and Production environments.
Note: In this type of installation, the new designs created in the Staging
environment are unpublished until the creation of Production design
bundle creation. After Production design bundle is created, all designs
that are tagged for Production will be published.
58

The Site Administrator can install the Project Controls version of the product (Primavera Unifier
Project Controls) in both Staging and Production environments; however, Oracle recommends
that the Administrators avoid installing the Project Controls version of the product in Production
environment, if the users plan on modifying the preconfigured designs.
The following section explains the recommended setup (which downloaded folders must be
placed in which environment):
Platform version of the product (Primavera Unifier)
Staging
The BASIC files
number) folder)
Production
The BASIC files
number) folder)
Project Controls version of the product (Primavera Unifier Project Controls)
Staging
number) folder)
The files in the main zip folder from Primavera Unifier Project Controls download
Production
number) folder)
Note: Since the content of the material created by the Users (also known
as Custom Strings) can be translated into different languages, with the
exception of data or value entered by the user, you (Unifier Administrator)
must sign in to Unifier, navigate to the Company, expand the
Configuration node, select the Internationalization node, click Refresh
drop-down list, and select All Strings to populate the Custom String table.
If you do not refresh after the installation, certain Unifier functions will not
work properly.
Deploying Unifier Online Help

By default Unifier online help is deployed from the Oracle Technology Network site. To deploy
Unifier help locally, or from an alternative URL, proceed as follows:
1) From the Help topic of the Primavera Unifier Online Documentation Library, download
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.
59
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.
61
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) Sign in to Primavera Unifier as Site Administrator.
2) In Administration Mode, navigate to System, Customer Support, Projects. The Project log
opens.
3) Select the project to archive. If a project has not yet been archived, the Archive Status
column will display Not Started.
4) Click the Archive Project button. The Archive Status column will change to Scheduled. A
background process picks up the request and runs the archive process. Once it is done, the
status will change to Ready. The location of the zip file that contains the data will be located in
the directory you specified during configuration.
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.
63
Note: The Company Administrators for Unifier Cloud must use the
Primavera Unifier Cloud Service Administrators Setup Guide instead of all
the other installation and configuration guides in the Primavera Unifier
Online Documentation Library.
Online Help
If you have a question or need further assistance regarding a specific feature, review the online
help.
Click the Help menu from any Primavera Unifier window, and choose:
Unifier Help: This link goes to the Oracle Technical Network (OTN) Primavera Unifier Online
Document Library. From here you can access:
Primavera Unifier Online Help
Primavera Unifier Administration Guide
Primavera Unifier User's Guide
Primavera uDesigner User's Guide
Primavera Unifier Reference Guide
You must have Adobe Acrobat Reader installed (available free at www.adobe.com).
BP-specific Help: If your company has provided customized Help files for individual business
processes, you can access them through the business process log or the Help menu.
Note: For the full list of system requirements, supported software, and
versions, see the Tested Configurations document under Installation and
Configuration Documentation in the Primavera Unifier Online
Documentation
Complete documentation libraries for Primavera Unifier releases are available on the Oracle
Technology Network (OTN) at:
http://www.oracle.com/technetwork/documentation/default-1870233.html
From this location you can either view libraries online or download them to have local copies. We
recommend viewing them from OTN to ensure you always access the latest versions, including
critical corrections and enhancements.
Primavera Unifier is configured to access its help system directly on OTN. However, a
downloadable version of the help system is also available on OTN if you need to download,
deploy, and access a local copy.
The documentation assumes a standard setup of the product, with full access rights to all features
and functions.
The following table describes the core documents available for Primavera Unifier.
64

Supplementary Documentation
Title
Description
What's New
Contains key enhancements in the current

release of Primavera Unifier.
All users should read this guide.
Cumulative Features Overview Tool
Provides an overview of features and

enhancements included in Oracle
Primavera products. It is intended solely to
help you assess the business benefits of
upgrading and to plan your I.T. projects.
Readme for Media Pack
Contains a table that can help you

determine what downloads are required to
run your licenses.
Licensing Information User Manual
Contains information about the third-party

proprietary and open source software used
in Oracle Primavera Unifier.
Where to Get Documentation, Training, and Contains information about resources to

Support
help you with the operation of Oracle
Primavera Unifier.
Installation Documentation
Title
Description
Primavera Unifier Installation and Setup

Guide For WebLogic Application Server
Describes how to:

Set up Primavera Unifier servers and
third party services
Install and configure Primavera Unifier
components
IT professionals who are installing and
configuring the server environment, and the
Primavera Unifier network
administrator/database administrator and
Primavera Unifier administrator should read
this guide.
65
Title
Description
Primavera Unifier Installation and Setup

Guide for WebSphere Application Server
Describes how to:

Set up the Primavera Unifier servers
and third party services on Linux
(64-bit)
Install and configure Primavera Unifier
components
IT professionals who are installing and
configuring the server environment, and the
Primavera Unifier network
this guide.
Unifier Performance and Sizing Guide
Provides guidance for planning product

deployment with:
Estimates of hardware and software
requirements for Primavera Unifier
Recommendations for deploying
small-scale to large-scale
configurations
The Unifier network administrator/database
administrator and Unifier administrator
should read this guide.
Unifier Upgrade Guide
Provides information on how to upgrade to

the latest version of with Oracle Primavera
Unifier.
Tested Configurations
Previously: System Configuration
Information
Provides the tested configurations for

Oracle Primavera Unifier and includes list
of applications and supported version
levels.
66
Title
Description
Primavera Unifier Security Guide
Provides guidelines on how to plan your

security strategy for Oracle Primavera
Unifier.
Configuration Documentation
Title
Description
Primavera uClient Configurator Setup

Guide
Describes how to set up the Primavera

uClient Configurator.
Primavera Unifier File Transfer Utility

Instructions
Describes how to download and install the

Primavera Unifier File Transfer Utility.
uCAD Installation and User's Guide
Provides instructions on how to download

and install the Primavera Unifier uCAD
Application on your desktop and configure it
to work with your AutoCAD application. It
also includes details on how to use uCAD
with AutoCAD and Primavera Unifier.
Configuring BI Publisher for Unifier
Provides instructions on how to:

Download BI Publisher.
Configure BI Publisher settings.
Configure BI Publisher in Primavera
Unifier.
Create BI Publisher reports.
Run BI Publisher reports.
The Primavera Unifier network
this guide.
67
Title
Description
Configuring Unifier for Single Sign On
Provides procedures to configure

Primavera Unifier that is running on
Windows (64-bit) or on Linux operating
systems for Single Sign On (SSO).
this guide.
Connecting Oracle Enterprise Manager to

Primavera Unifier Metrics
Provides instructions on how to enable

Enterprise Manager to display certain
Primavera Unifier metrics.
this guide.
Connecting Oracle Identity Manager 11g to Guides administrators in configuring Oracle

Primavera Unifier
Identity Manager (OIM) to be used with
Primavera Unifier.
this guide.
Connecting the Content Repository to
Primavera Unifier
68
Provides instructions on how to:

Configure Oracle WebCenter Content Core
Capabilities after you install it.
Configure Microsoft SharePoint after
you install it.
Configure CMIS-compliant repositories
after you install one.
Configure the Primavera Unifier File
Repository.
Set your content repository settings in
Primavera Unifier to connect to your
content repository.
this guide.

User Documentation
Title
Description
Primavera Unifier Help
Provides topic-oriented information about

Primavera Unifier to assist users with
features and procedures.
Primavera Unifier User's Guide
Guides users on how to use Primavera

Unifier application.
Primavera uDesigner User's Guide
Guides users on how to use the uDesigner

feature of Primavera Unifier application.
Primavera Unifier Administration Guide
Provides details about the Administration

Mode of Primavera Unifier, which covers
access to Primavera Unifier functionality
that is granted through permissions.
Primavera Unifier Project Controls User's

Guide
Explains Oracle Primavera:

Capital Planning which is used for
managing budget forecasts (both
planned and in execution) for the user
company.
Cost Controls which supports project
tracking and project cost management.
Project Delivery Management which is
designed to optimize project results.
Anyone who wants to use the Unifier
Project Controls base product should read
this guide.
Database Documentation
Title
Description
Primavera Unifier Reference Guide
Provides details about data definitions, data

elements, permission settings, import
codes, and pickers with Primavera Unifier.
69

Integration Documentation
Title
Description
Primavera Unifier Integration Interface

Guide
Describes the methods required for the

integration, and the data being passed,
between Primavera Unifier and an external
system.
Anyone who wants to develop applications
which interact with Primavera Unifier
Distributing Information to the Team

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

To access comprehensive training for all Primavera products, go to: http://education.oracle.com
Oracle Learning Library
The Oracle Learning Library (OLL) provides online learning content covering Primavera products.
Content includes whitepapers, videos, tutorials, articles, demos, step-by-step instructions to
accomplish specific tasks, and self-paced interactive learning modules.
To access the learning librarys Primavera content, go to: http://www.oracle.com/oll/primavera
Where to Get Support

If you have a question about using Oracle products that you or your network administrator cannot
resolve with information in the documentation or help, click http://support.oracle.com/. This page
provides the latest information on contacting Oracle Global Customer Support, knowledge
articles, and the support renewals process. For more information about working with Support, visit
https://support.oracle.com/epmos/faces/DocumentDisplay?id=888813.2 to view Support Tools
& Tips.
Oracle customers have access to electronic support through My Oracle Support. For information,
visit http://www.oracle.com/us/support/contact-068555.html or visit
http://www.oracle.com/us/corporate/accessibility/support/index.html if you are hearing impaired.
70

Using Primavera's Support Resource Centers
Primaveras Support Resource Center provides links to important support and product
information. Primavera's Product Information Centers (PICs) organize documents found on My
Oracle Support (MOS), providing quick access to product and version specific information such as
important knowledge documents, Release Value Propositions, and Oracle University training.
PICs also offer documentation on Lifetime Management, from planning to installs, upgrades, and
maintenance.
Visit https://support.oracle.com/epmos/faces/DocumentDisplay?id=1486951.1 to access links to
all of the current PICs.
PICs also provide access to:
Communities, which are moderated by Oracle providing a place for collaboration among
industry peers to share best practices.
News from our development and strategy groups.
Education via a list of available Primavera product trainings through Oracle University. The
Oracle Advisor Webcast program brings interactive expertise straight to the desktop using
Oracle Web Conferencing technology. This capability brings you and Oracle experts together
to access information about support services, products, technologies, best practices, and
more.
Additional Support
The following is a list of additional support that are available in Unifier:
Unifier Help
Unifier Library
Contact Support
Download Plugins
About Unifier
Note: The Contact Support and Download Plugins options both open a
single window, Support. The only difference is as follows:
- Contact Support opens the Contact tab of the Support window by default
- Download Plugins opens the Download tab of the Support window by
default
Unifier Help
Click Help from the upper right-hand section of the Unifier window to open a contextual menu and
click Unifier Help to open the Unifier and uDesigner Help.
Unifier Library
click Unifier Library to open the Unifier documentation library.
71

Contact Support
click Contact Support to open the Support window.
The Support window has two tabs:
Contact, which opens by default

Download
In the Contact tab, Contact Information section, you can see the name, phone, and contact
instructions of someone at your company that you can contact when you need help with Primavera
Unifier. For assistance, try this person, first.
Note: This information is available only if your company administrator has
provided internal support contact information.
In the Contact tab, eLearning section, you see the location (Access), name of the contact
(Contact), and any instructions that you might need in order to access the eLearning materials.
Note: Your company may elect to provide access to the eLearning suite,
where you can access interactive Primavera Unifier learning materials.
Alternatively, your company may have its own customized support or
training materials that can be accessed on an internal site/location. If your
company administrator provides this contact information, it will be listed at
the bottom of the window.
In the Download tab, Download section, you can see a list of the following application and plug-ins
available to download, with installation instructions.
File Transfer Application

Unifier uCAD Plug-in
Each application and plug-in has two options:
Download
Installation instructions
Follow the links within each option to proceed.
Download Plugins
click Download Plugins to open the Support window.
The Support window has two tabs:
Contact
Download, which opens by default
In the Download tab, Download section, you can see a list of the following application and plug-ins
available to download, with installation instructions.
File Transfer Application

Unifier uCAD Plug-in
72

Each application and plug-in has two options:
Download
Installation instructions
Follow the links within each option to proceed.
In the Contact tab, Contact Information section, you can see the name, phone, and contact
instructions of someone at your company that you can contact when you need help with Primavera
Unifier. For assistance, try this person, first.
Note: This information is available only if your company administrator has
provided internal support contact information.
In the Contact tab, eLearning section, you see the location (Access), name of the contact
(Contact), and any instructions that you might need in order to access the eLearning materials.
Note: Your company may elect to provide access to the eLearning suite,
where you can access interactive Primavera Unifier learning materials.
Alternatively, your company may have its own customized support or
training materials that can be accessed on an internal site/location. If your
company administrator provides this contact information, it will be listed at
the bottom of the window.
About Unifier
click About Unifier to access version number, copyright information, and software agreement
details for the Oracle Primavera Unifier.
73
Legal Notices
Oracle Primavera Unifier Installation and Setup Guide for WebLogic Application Server
Copyright 1998, 2014, Oracle and/or its affiliates. All rights reserved.
Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be
trademarks of their respective owners.
This software and related documentation are provided under a license agreement containing
restrictions on use and disclosure and are protected by intellectual property laws. Except as
expressly permitted in your license agreement or allowed by law, you may not use, copy,
reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or
display any part, in any form, or by any means. Reverse engineering, disassembly, or
decompilation of this software, unless required by law for interoperability, is prohibited.
The information contained herein is subject to change without notice and is not warranted to be
error-free. If you find any errors, please report them to us in writing.
If this is software or related documentation that is delivered to the U.S. Government or anyone
licensing it on behalf of the U.S. Government, the following notice is applicable:
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Unifier Installation and Setup Guide for WebLogic Application Server

Unifier Installation and Setup Guide for WebLogic Application Server

Saving the Configuration Settings ............................................................ 35

Copying the Configuration Data File ......................................................... 36

Deploying Unifier Online Help ................................................................ 59

Oracle database or Microsoft SQL Server database servers

Install and configure Unifier components

Unifier Installation and Setup Guide for WebLogic Application Server

Business Process (BP)

You can select the Unifier environment in the Unifier Configurator.

Users with permission have access to uDesigner (Staging or

Installation of the supported versions of WebLogic and JDK.

Installing Oracle HTTP Server (OHS)

Unifier Installation and Setup Guide for WebLogic Application Server

Note: The [Unifier home]\apps\ROOT contents must be kept

Installing Unifier on Windows

Unifier Installation and Setup Guide for WebLogic Application Server

Configuring the Oracle Database Server

Installing Unifier on Windows

Installing the AutoVue Server

Downloading and installing AutoVue

Downloading and Installing AutoVue

Go to the Oracle Software Delivery Cloud.

Unifier Installation and Setup Guide for WebLogic Application Server

Deploying Unifier GUI Applets to AutoVue

To deploy the Unifier applet GUI files to AutoVue:

Configuring the SQL Database Server

Installing Unifier on Windows

Configuring WebLogic for Unifier

Creating a WebLogic Domain for Unifier (on page 17)

Creating a WebLogic Domain for Unifier

Unifier Installation and Setup Guide for WebLogic Application Server

Note: Oracle recommends you always use SSL in a production

Starting the WebLogic Admin Server

Stopping the WebLogic Admin Server

Configuring WebLogic as a Service on Windows (Optional)

Installing Unifier on Windows

Installing and Configuring the Reports Server (Optional)

Specifying Unifier Configurator Settings

Unifier Installation and Setup Guide for WebLogic Application Server

Installing Unifier on Windows

Repository Tab (WebCenter Content)

Repository Tab (Network File System)

Unifier Installation and Setup Guide for WebLogic Application Server

CMIS - Refer to the Repository Tab (CMIS) for detailed information

Repository Tab (SharePoint)

Installing Unifier on Windows

Caution: It is important to plan where these directories are located

Repository Tab (CMIS)

Unifier Installation and Setup Guide for WebLogic Application Server

Database Tab (Oracle)

Installing Unifier on Windows

Database Tab (MS SQL Server)

Unifier Installation and Setup Guide for WebLogic Application Server

Note: To enable an email address as a hyperlink, use the following

Markup Server Tab

Installing Unifier on Windows

Geo Map Tab

Installing Oracle WebCenter Content (Optional)

Configuring Unifier Using the Configurator

Editing the SetEnv.bat File

Unifier Installation and Setup Guide for WebLogic Application Server

Changing Unifier Configurator Settings

Installing Unifier on Windows