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Primavera Unifier Installation and Setup Guide Version 9.11.0.0 12/12

Primavera Unifier Installation Guide Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved.

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Primavera Unifier Installation Guide Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved. i

Table of Contents Introduction .................................................................................................................................... 1

Customer Support Contact Information ................................................................................. 1 Where to Get Support ............................................................................................................. 1 Access to Oracle Support ....................................................................................................... 1

Primavera Unifier Overview ..................................................................................................... 1 Primavera uDesigner Overview ............................................................................................... 2 Primavera Unifier Installation Steps for First Time Install .................................................... 2 Upgrading Primavera Unifier Installation Steps .................................................................... 3 Cluster Support ......................................................................................................................... 3

Chapter 1 Installing Primavera Unifier ........................................................................................ 4 Prerequisites.............................................................................................................................. 4 Installing Primavera Unifier ...................................................................................................... 4

Chapter 2 Configuring the Database Server ............................................................................... 5 Configuring the Oracle Database Server ................................................................................ 5 Configuring the SQL Database Server .................................................................................... 5

Chapter 3 Installing and Configuring the Reports Server (Optional) ....................................... 6 Installing and Configuring the OBIEE Server ......................................................................... 6

Chapter 4 Installing AutoVue Server (Optional) ......................................................................... 7 Required Components .............................................................................................................. 7 Install AutoVue Web ................................................................................................................. 7 Install the Latest Service Pack Install ..................................................................................... 8

Add Port Number to Unifier Configurator ................................................................................ 8 Chapter 5 Configuring Primavera Unifier .................................................................................... 9

Changing Service Login Accounts ......................................................................................... 9 Configuring Primavera Unifier ................................................................................................. 9

Server Port Tab ....................................................................................................................... 9 Repository Tab ...................................................................................................................... 10 Database Tab (Oracle) ......................................................................................................... 10 Database Tab (MS SQL Server) ........................................................................................... 11 Email Tab .............................................................................................................................. 11 Markup Server Tab ............................................................................................................... 12 Report Tab ............................................................................................................................ 12 Other Tab .............................................................................................................................. 12 Saving the Configuration Data .............................................................................................. 13

Starting and Stopping Primavera Unifier and Xref Services .............................................. 14 Editing Configuration Data ..................................................................................................... 14 Exporting Configuration Data ................................................................................................ 15 Importing Configuration Data ................................................................................................ 15

Chapter 6 Configuring the Web Server ..................................................................................... 16 Windows 2000 Configuration ................................................................................................. 16

IIS ISAPI Filter Information ................................................................................................... 16 IIS Properties Modification .................................................................................................... 16

Windows 2003 Configuration ................................................................................................. 16 IIS ISAPI Filter Information ................................................................................................... 16 ISAPI Filter Verification of Installation ................................................................................... 16

Windows 2008 Configuration ................................................................................................. 17 Required IIS 7 Features ........................................................................................................ 17

Primavera Unifier Installation Guide Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved. ii

Configure IIS 7 ...................................................................................................................... 18 SSL Certificate ......................................................................................................................... 18 Data Backup Recommendations ........................................................................................... 18

Chapter 7 Launching Primavera Unifier .................................................................................... 20 Starting Primavera Unifier for the First Time ....................................................................... 20 Installing Primavera Unifier Applications ............................................................................. 20

Installing Additional Applications .......................................................................................... 21 Setting Up the Company ............................................................................................................. 23 Chapter 8 Upgrading Primavera Unifier .................................................................................... 24

Primavera Unifier System Upgrade Steps ............................................................................ 24 1. Back up File Repository and Database ............................................................................. 24 2. Export a Copy of the Configuration File ........................................................................... 24 3. Uninstall Current Version of Primavera Unifier ............................................................... 24 4. Install New Version of Primavera Unifier .......................................................................... 25 5. Import the Configuration File and Start Services ............................................................ 25 6. Verify Primavera Unifier Installation ................................................................................. 26 7. Perform Data Migration ...................................................................................................... 26

Appendix A: HotFix Installation ................................................................................................. 27 Appendix B: Archiving ................................................................................................................ 28

Configuring Primavera Unifier for Project Archiving .......................................................... 28 Archiving Projects .................................................................................................................. 28

Appendix C: Uninstalling the Current Version of Primavera Unifier ...................................... 29

Primavera Unifier Installation Guide Copyright © 1998, 2012 Oracle and/or its affiliates. All Rights Reserved. 1

Introduction

This guide describes how to:

• Set up the Primavera Unifier servers and third party services. The requirements include: • Oracle 9i, 10g, 11g, or SQL Server 2000, 2005, 2008 database server • Primavera Unifier Application/Web Server • AutoVue Server (Optional)

• Install and configure Primavera Unifier components

This guide is intended for IT professionals who are installing and configuring the server environment for Primavera Unifier and who are supporting Primavera Unifier users.

For the full list of system requirements and versions, see the Configuration Information document under “Installation and Configuration Documentation” in the Primavera Unifier 9.11 Online Documentation Library: http://docs.oracle.com/cd/E38376_01/index.htm.

Note: Primavera uDesigner is a companion module to Primavera Unifier and is installed automatically with Primavera Unifier.

Customer Support Contact Information

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 support.oracle.com. This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

Access to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit www.oracle.com/us/support or visit www.oracle.com/us/corporate/accessibility/support if you are hearing impaired.

Primavera Unifier Overview

Designing, building, and managing facilities requires extensive collaboration between numerous, often geographically dispersed, disciplines and entities. Throughout the process, from conceptual design to facility operations, access to accurate, up-to-date information is critical to the success of a project and facility.

Oracle Primavera's Primavera Unifier is an integrated platform that optimizes business processes and creates visibility to enable customers to better manage all of the communications and information required to successfully manage a facility throughout the lifecycle.

Primavera Unifier is a system for managing the flow of information in projects or shells, providing a seamlessly automated and integrated environment across the lifecycle of your company's facilities, from planning, design, procurement, construction and into operations and maintenance. It provides real-time visibility across multiple projects or shells to help your company make fast, accurate decisions.

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Primavera Unifier lets you track and manage information such as budgets, project or shell members, specifications, requests for information, and shared documents. You decide who has access to the information, which team members are allowed to approve changes to the information, and how information flows between people.

Oracle Primavera's solutions automate manual processes and pull together information from various point systems typically used on a portfolio of projects or shells. Through Primavera Unifier, executives and project or shell team members can better manage all data and business processes in one centralized system, while reducing the reliance on older technologies such as e-mail, fax, and desktop applications.

Primavera Unifier was designed from the ground up specifically for the facility owner, based upon our industry domain expertise and knowledge of best practices combined with direct customer input gathered over decades of client interaction. The result is a robust set of capabilities with an intuitive, easy-to-use interface. Primavera Unifier enables leading owners and operators to increase enterprise efficiencies, reduce project and operating costs, enhance visibility, and improve time-to-market.

Primavera uDesigner Overview

Primavera uDesigner is a functional module of Primavera Unifier and is enabled automatically when a "product/application" is installed.

Primavera uDesigner provides a flexible and sophisticated design tool for those customers who want to create and publish their own customized business processes (BPs).

Once a business process has been created and completed in Primavera uDesigner, it can be tested on a Primavera Unifier staging environment. A Primavera Unifier staging environment is a Primavera Unifier server deployed without checking the "Production" configuration checkbox in the Configurator. (You select this staging and production environments in the Unifier Configurator.) The staging environment allows each business process to be tested for completeness and functionality. After the business process has been tested and meets your requirements, it can then be imported into the Primavera Unifier production environment and used by active Primavera Unifier users.

Note: Primavera uStage is a testing Environment that replicates the Primavera Unifier production environment. It must be set up just like production. Business processes can be deployed multiple times on Primavera uStage.

The Company Administrator has the access to uDesigner only when the Unifier Server Type is set to Staging mode. If the Server Type is set to Production mode, the administrator will be able to import the business processes and designs but will not be able access the uDesigner tool.

Primavera Unifier Installation Steps for First Time Install

These steps are provided as a reference for the installation and configuration process for a first time installation. Each step corresponds to a chapter in this guide. It is recommended that you follow the steps in this order since configuration of the database server and Reports Server must be completed before configuring Primavera Unifier.

Before you begin — If you don’t already have one, create an installation account that has full administration privileges for the server (This account is needed for maintenance and upgrades)

Step 1 — Install Unifier

Step 2 — Configure the Database Server (This step must be completed before configuring Unifier; this information will be used later during database configuration within Unifier Configurator)


Step 3 — Install and configure the Reports Server (This step must be completed before configuring Unifier)

Step 4 — Install AutoVue Server (Optional)

Step 5 — Configure Unifier (Change settings using Unifier Configurator; Steps 1-4 above must be completed first)

Step 6 — Configure the Web Server

Step 7 — Launch Unifier and install Primavera Unifier applications

Upgrading Primavera Unifier Installation Steps

The following steps are provided as a reference for the installation and configuration process for performing an upgrade.

Step 1 — Back up File Repository and Database of current version

Step 2 — Export a copy of the Configuration file

Step 3 — Uninstall current version

Step 4 — Install new version (includes installing the latest version of Unifier, and reinstall the Reports Server)

Step 5 — Import the Configuration file and start services

Step 6 — Verify Installation

See Chapter 8 Upgrading Primavera Unifier for details on each of these steps.

Cluster Support

Primavera Unifier includes support for setting up multiple Unifier Application servers within a cluster environment. For cluster configuration, you can add another Unifier Application server in a cluster by repeating the steps to install and configure Unifier, and configure the web server on a new server machine.

Clustering is achieved using hardware such as Cisco Load Balancing Switch. When hardware clustering is used, the configuration of session stickiness should be used.

If you are using Microsoft Application Center for clustering, you must set the NLB client affinity to Internet (Single) in order to maintain connection consistency.


Chapter 1 Installing Primavera Unifier

This chapter describes how to: • Install Primavera Unifier

Prerequisites

Create an installation account on the server that has full administration privileges. You will need to use this account for maintenance and upgrades.

Installing Primavera Unifier

To install Unifier 1. Unzip the media pack for release 9.11.0.0. Use the Unifier_sh_9.11.0.0.exe file.

2. Double-click on Unifier_sh_9.11.0.0.exe to begin installation. The Unifier Setup Wizard opens.

3. Click Next. The Server Installation Options window opens.

4. From the Type of Install dropdown menu, select Application Server and click Next. The Specify Installation Location window opens.

5. In the Destination Folder field, enter (or Browse to) the folder in which you want to install the Unifier software (for example, C:\Unifier).

Do not install to a folder within Program Files or to any folder with a space in the folder name. Long path names and names with spaces may cause problems. It is highly recommended that you install Unifier at the root of the specified drive.

6. Click Install. The installation begins. This may take several minutes. The installation is complete when the Installation Summary window opens.

If there were problems with the installation process, the Summary window will display error messages. You may need to re-start the installation/configuration process.

7. Click Next. The Completing the Unifier Setup Wizard window opens

Do NOT select the Run Unifier Server Configurator checkbox in the Installation

8. Click Finish.

Once the Unifier files have been successfully installed, proceed to configuring Unifier. See Chapter 2 Configuring the Database Server for more information.


Chapter 2 Configuring the Database Server

This chapter describes how to configure the database server.

Configuring the Oracle Database Server

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

To configure the Oracle database for use with Primavera Unifier 1. Create an instance for the database.

2. Create a user account on the newly created database. For successful Primavera Unifier/uDesigner installation, make sure ample free space (~100GB) is available for the default tablespace where the new user will be located.

3. Grant the new user with “connect, resource, create view” privileges.

Note: This information will be needed later for setting database information within the Unifier Configurator (under the “Database” tab).

Configuring the SQL Database Server

The following is an overview of the steps required to configure the Microsoft SQL database for use with Unifier. Refer to your SQL documentation for more information and specific instructions.

To configure the Microsoft SQL database for use with Unifier 1. Create a new database to be used with Unifier.

2. Create a user account for the newly created database.

3. Use the default SQL configuration. You need to assign the user as db_owner or Unifier will not work.

Note: This information will be needed later for setting database information within the Unifier Configurator (under the “Database” tab).


Chapter 3 Installing and Configuring the Reports Server (Optional)

This chapter discusses: • Installing and Configuring the Oracle Business Intelligence Enterprise Edition server

Installing and Configuring the OBIEE Server

Consult your Oracle documentation for instructions on installing and configuring the Oracle Business Intelligence Enterprise Edition 11g Release 1 (11.1.1.6).


Chapter 4 Installing AutoVue Server (Optional)

AutoVue installation is mandatory if you plan to use Unifier‘s Markup feature, also referred to as redlining. When attaching documents to a Business Process form, you can add markups, such as text notes or graphical elements, to the document, which display directly on the document but do not alter it. Note: You must have a license to install AutoVue. This chapter includes: • Install steps for AutoVue • Steps for AutoVue that need to be completed in the Unifier Configurator • Install steps for latest Service Pack • Steps to copy/paste GUI configuration files

Required Components

• AutoVue Web • AutoVue

Install AutoVue Web

1. Choose the desired server and run the installation by selecting the AutoVue installation file and click Next.

2. Click Yes.

3. Enter your user name in the User Name field.

4. Enter your company name in the Company field.

5. Click Next and follow the installation. The installation automatically enters the server name (host name) where the installation is being performed on.

6. Click Next.

7. Accept the host name and click Next.

8. Click Yes.

9. Change the port number from 80 to 5099 (or whatever port number you decide to use).

10. Click Next and follow the installation wizard.

To function properly, you need Microsoft Visual C++ and it will be automatically installed on your system, if it is not already installed.

11. Click Finish.


Install the Latest Service Pack Install

1. After the AutoVue install is complete, run the applicable service pack.

2. Click Next.

3. Click Yes to update AutoVue Web Client on your web server.

4. Click Next.

5. Click Install and follow the installation.

6. Click Finish to finish the installation.

Add Port Number to Unifier Configurator The port number you included in the last step, along with the server name (or IP address) needs to be added to the Unifier Configurator under the Markup Server tab.

See Chapter 5 Configuring Primavera Unifier for further details.


Chapter 5 Configuring Primavera Unifier

This chapter describes how to: • Change Unifier Service and Xref Service login accounts • Configure Unifier using Unifier Configurator

Changing Service Login Accounts

Note: Two roles participate in getting Primavera Unifier up and running: The network administrator and the site administrator. The network administrator downloads and installs Primavera Unifier and all related services. The site administrator creates the Primavera Unifier company, which includes completing company properties, and loading modules.

During installation the network administrator installs Unifier, the Unifier Service, Xref Service, and the uDesigner Service. The site administrator then logs into Primavera Unifier to create the company entity, complete company properties, and load modules for both Unifier and uDesigner.

To change the Login Accounts 1. From the Windows Start menu, click Programs > Administrative Tools > Services. The

Services window opens.

2. Right-click on Unifier Service and select Properties. The Properties window opens.

3. Click the Log On tab.

4. Click the Browse button and choose the user who will administer the Primavera Unifier account.

5. Click OK and close the Services window.

6. Repeat the above steps for the Xref service.

Configuring Primavera Unifier

The Primavera Unifier environment is configured through the Unifier Configurator window.

To change settings within Unifier Configurator 1. From the Windows Start menu, click Programs > Unifier > Unifier Configurator.

2. Right-click and select Run as administrator. The Unifier Configurator window opens.

3. Configure the settings for each of the tabs as described in the following sections.

Server Port Tab Server Local Port: Port used by Unifier to handle http requests. Note: If IIS is running on your environment, enter a different port from the default, such as 8080.

Local Worker Port: Port used by Unifier to communicate with the Microsoft IIS Web server.

If you change the value of the Local Worker Port, then during configuration of the Web Server Filter you will need to change the parameter for isapifilter\conf\worker.properties to the value you chose: Worker.ajp13.port <value>


Repository Tab 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.

It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to ‘see’ data previously entered.

These repositories, in addition to your database, should be backed up regularly.

When naming the folders, be sure there are no spaces in the folder names.

File Directory: Enter (or Browse to) the path where uploaded or attached files are stored. This repository is for storing documents within the Document Manager, such as drawings, plans, Word documents, etc. These files will be available for viewing or attaching to business process forms within Unifier. It also stores imported schedule files.

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.

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.

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

Database Type: Select Oracle.

Host Name: Enter the host name of the computer where you installed the database.

Instance ID: Enter the Instance ID for the database.

Port: Enter the Port number to be used by Unifier to communicate with the database (for example, 1522).

User Name: Enter the database login user account name (created in Oracle) to be used by Unifier. The database login user account needs to have sufficient permissions to create tables in order for Unifier to work correctly.

User Password: Enter the database login user account password to be used by Unifier.

Database Name: This field is not applicable for Oracle.

Max. Connections: The setting that defines the maximum connections to the database. The maximum is 400; the recommended maximum is 80 to 100.

Min. Connections: The setting that defines the minimum connections that must be connected to the database.


• Click Test Connection to verify that the Application server and the database are connected and communicating. A Test is successful message will popup if test is successful. Two conditions are tested:

• Ability of Unifier to connect to the database • Level of permissions granted to the database login user account

Database Tab (MS SQL Server) The information entered in this tab is based upon your earlier database and user account creation.

Database Type: Select MS SQL Server to configure for Microsoft SQL Server.

Host Name: Enter the host name of the computer where you installed and configured Microsoft SQL Server database. Instance ID: If you did not specify an instance name when configuring the SQL Server, leave the Instance ID field blank. Otherwise, enter the Instance ID.

Port: Enter the Port number to be used by Unifier to communicate with the Microsoft SQL Server database.

User Name: Enter the database login user account name for the Microsoft SQL Server database to be used by Unifier.

User Password: Enter the database login user account name password for the Microsoft SQL Server database to be used by Unifier.

Database Name: Enter the database name (if applicable).

Max. Connections: The setting that defines the maximum connections to the database. The recommended setting is 100.

Min. Connections: The setting that defines the minimum connections that must be connected to the database. Click Test Connection to verify that the Application server and the Microsoft SQL Server database are connected and communicating.

Email Tab Outbound (SMTP) Server: Enter the IP address for the SMTP Email Server. This is required.

System Notification E-Mail Address: This is the e-mail ID that displays as the “Sender’s” e-mail address for all e-mails generated by the Unifier system. Example: [email protected]

E-Mail Sender Prefix: Provide the e-mail prefix that will be used in the Sender’s name whenever e-mail is generated from a user from within Unifier. Example: Unifier

E-mail Login URL: The URL included in all e-mail notifications to users logged into the system. Note: The E-mail Login URL Must contain the fully qualified server name to establish successful connection to the application server. Otherwise, the interactive logins will not work. Support Contact Information: The message text included in all Support e-mail notifications.

Support E-Mail Address: The e-mail address for the Support group.

System Error Notification E-mail Address: The e-mail address where Unifier sends a notification if it loses connection to the database while the system is running.

License Notification E-mail Address: The e-mail address where Unifier sends licensing notifications, for example, if number of users is exceeded.


Inbound (pop3) E-mail Server: Enter the server that can receive email (for example, if a user takes action via e-mail on a business process). This can be the server name or IP address.

Inbound E-mail Account: Create an email account on the inbound server; this is where any inbound e-mails will be sent.

Note: To use the project or shell Mailbox, which allows external email messages to be sent to and stored within a central project or shell mailbox, use the following format for the inbound email account. This allows acceptance of inbound emails sent to the system-generated project/shell email addresses:

*[email protected]

Inbound E-mail Password: This is the password that corresponds to the inbound e-mail account. This password is used when e-mail is retrieved.

Note: Click the Test Inbound E-mail Account button to test the Inbound E-mail Server, Inbound E-mail Account, and Inbound E-mail Password.

Markup Server Tab Enable Markup Server: To use Unifier markup capabilities, click Yes. If you are not using the markup feature, click No.

Markup Server Host Name: Enter the host name of the markup server.

Markup Server Port: Enter the port number of the markup server.

Report Tab Report Mode: Enterprise or Typical

APS Host Name: Enter the name of the computer configured as the Unifier Reports Server.

Authentication Type: Security mechanism

APS User Name: User name created on the APS server

Data Source: ODBC Datasource name entered when configuring the ODBC Data Source for Enterprise reports

Report Folder: Enter the name of the virtual directory you created in IIS during setup of the Reports Server.

BIP Endpoint URL: Enter the BIP Web Services endpoint URL. For example, http://host1.name1.com:9704

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.

Other Tab 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.

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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.

JVM Options: Maximum and minimum Java heap sizes. -Xms1536m -Xmx1536m -XX:-DoEscapeAnalysis

Note: If you have added additional JVM Options for earlier versions, these should be removed before attempting to start Unifier; otherwise the Unifier service will not start. It is recommended to set a larger heap value (-Xms1536m –Xmx1536m) if your environment permits it.

The XX options are automatically set, so the only settings to specify are the Xms and Xmx options, along with the one XX setting of -XX:MaxPermSize=128m.

XREF Service Port: Port used by the XREF server to communicate with Unifier.

Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log into the system. The recommended setting is 400.

Max. Threads per Server: The setting for the maximum number of worker threads per server. The recommended setting is 75.

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 use Primavera uDesigner. If you do not select Staging, you will be unable to initiate uDesigner because the Design Mode option for uDesigner will not appear on the User Mode menu, available from the Unifier Home tab.

If working in a clustered environment, then all servers in a cluster should be set with same Server Type.

Background Job Disabled: If this checkbox is not selected, then any background process (e.g., project archiving, update projects, scheduled UDRs and cash flow refresh) will run on this Unifier application server. In a cluster environment, one of the Unifier application servers can be dedicated to running background jobs by using this option.

XREF Service Host: Name of the machine used as the XREF server. The default is localhost, indicating the same machine on which Unifier is installed. If XREF is on another machine, enter the host name.

Saving the Configuration Data You must save your configuration data to a configuration file.

To save the configuration data: From the Unifier Configuration window, click File and choose Save.


Starting and Stopping Primavera Unifier and Xref Services

After a new installation, the Unifier Service and Xref Service functions must be started. Once the services have been started, they must be stopped before you can make any changes to the configuration settings or before importing a configuration file. Be sure to restart the services afterward.

To start the Unifier and Xref Services 1. From the Unifier Configurator window, click Tools > Unifier Service. The Unifier Service

window opens. When Unifier service is stopped, the “traffic light” is red.

2. Click Start to start the Unifier Service. When the service is running, the light appears green.

3. Click Close.

4. From the Unifier Configurator window, click on Tools > Xref Service. The Xref Service window opens.

5. Click Start to start the service, and then click Close to close the window.

To stop the services 1. From the Unifier Configurator window, choose Tools > Unifier Service. Click Stop, and then

click Close.

2. Choose Tools > Xref, click Stop, and then click Close. Be sure to restart the services before running Unifier.

You can also start and stop XREF and Unifier services from the Windows Services Manager. From the Control Panel, double-click Administrative Tools, and then double-click Services. The Services window opens. Scroll down to Unifier Service and xref-service. Select the service to start/stop. Click the Stop icon at the top of the window to stop service, and the Start icon to start service.

If IIS is used as the web server then go to the Services window, scroll down to World Wide Web Publishing Service and make sure that it is started. If not, select it and click the Start icon.

Editing Configuration Data

If you need to make changes to the configuration data, you must stop the Unifier and Xref services first, and then restart after making changes.

To edit configuration data 1. Follow the above steps to stop the Unifier Service and Xref Service.

2. Make necessary configuration changes, and then click File > Save.

3. Restart the Unifier Service and Xref Service.


Exporting Configuration Data

The configuration data file is typically exported and used for setting up application servers in a clustered environment or for supporting multi-machine configurations. You may also import the configuration file to reconfigure the server after installing a version upgrade. Once the file is imported, save the new configuration and then stop and restart the services for the configuration to take effect.

Unifier configuration files have the extension .cfg.

To export your configuration data 1. From the Unifier Configuration window, click the File menu and choose Export. The Export

window opens.

2. Navigate to the location to where you want to save the configuration file. You may make a new folder at the root directory for this purpose. Do not include any spaces in the folder name, for example, c:\cfgbackup).

3. Name the configuration file and click Save.

This export file can be used to import your configuration details. It can be copied to additional Unifier Application servers in your configuration. Once you import a configuration you can change the parameters at any time. Remember to save the new configuration before you start the Unifier and Xref Services.

Importing Configuration Data

Before importing new configuration files, you must first stop the Unifier Service and Xref Service.

To import a configuration file 1. From the Unifier Configurator window, choose Tools > Unifier Service to open the window,

click Stop, and then click Close.

2. Choose Tools > Xref Service, click Stop, and then click Close.

3. Click the File menu and choose Import.

4. Navigate to the configuration file location, select the file to be imported and click Open. The configuration settings will populate the Unifier Configurator window. You may make manual modifications as necessary to the configuration data.

5. Click File > Save to save the new settings.

6. Restart the Unifier Service and Xref Service.


Chapter 6 Configuring the Web Server

This chapter describes how to: • Configure the web server. Instructions are provided for Windows 2000, 2003 and 2008.

Windows 2000 Configuration

IIS ISAPI Filter Information ISAPI filter installation is part of the Unifier install process. The Unifier installation automatically replaces the existing ISAPI filter installed on the “Default Website.”

IIS Properties Modification In order to take advantage of serving static files through the IIS, the Unifier directory’s Local Path is changed during installation to the directory where Unifier is installed. Make sure that NTFS permissions are available on the Unifier directory so that the contents can be accessed via Web.


IIS ISAPI Filter Information ISAPI filter installation is part of the Primavera Unifier install process. The Primavera Unifier installation automatically replaces the existing ISAPI filter installed on the “Default Website.”

ISAPI Filter Verification of Installation

To verify whether the Jakarta ISAPI filter is installed 1. Open the Default Web Site Properties window and click on ISAPI Filters.

2. Check if the Jakarta ISAPI filter is installed.

3. If it is not already installed, add the filter.

To add the Jakarta ISAPI filter

For this procedure, it is assumed that Unifier is installed at the root directory C:\Unifier. Substitute your Unifier installation folder location if necessary.

1. Open the Default Web Site Properties window, and click the ISAPI Filters tab.

2. Click on Add.

3. Browse to C:\Unifier\connectors\jk1.2.x\bin\isapi_redirect.dll (or the folder where you have installed Unifier).

4. Click OK.

5. Make sure the Web Services Extension is configured correctly (Only applies to IIS 6.0 on Windows 2003).


6. Enable Jakarta Web Service Extension on IIS — C:\Unifier\connectors\jk1.0\bin\ isapi_redirect.dll

7. If you cannot start Jakarta ISAPI or IIS, go to the Service tab of the Web Sites Properties window and verify that the “Run WWW service in IIS 5.0 isolation mode” checkbox is selected, otherwise the Web Services Extension and IIS 6.0 may not work correctly.

8. Click on the Home Directory tab. In the Execute Permissions dropdown box, select Scripts and Executables (the default is Scripts Only).


To run Primavera Unifier on Windows 2008, there are a few things to keep in mind: • Primavera Unifier supports 32-bit Windows 2008. If you are running Windows 2008 R2

(which is 64-bit), you must choose the “Enable 32-bit” option (discussed in the following sections).

• You may need to use the Windows 2008 “Run as Administrator” option to run certain tasks, including the installation of Primavera Unifier. (Open the command window and type “Run as Administrator.”)

• Windows 2008 support requires configuration of IIS 7.

Required IIS 7 Features In addition to the default features that are installed as part of the Internet Information Services (IIS) 7 installation, there are some additional role services that are required in order to run Primavera Unifier. If you already have IIS installed, you can add the features by doing the following:

1. Click the Windows Start button and select Administrative Tools.

2. Click Server Manager. The Server Manager window opens.

3. Click Roles > Webserver IIS.

4. Click Add Role Sevices.

5. After selecting the additional features, click Next, then click Install.

6. Click Close.

Additional IIS 7 features: • Under Common HTTP Features, select all features. • Under Application Development, select

• CGI • ISAPI Extensions • ISAPI Filters

• Under Health and Diagnostics, select • HTTP Logging • Request Monitor

• Under Security, select • Basic Authentication • Request Filtering • Window Authentication


• Under Performance, select all features. • Under Management Tools, select all features. • Note: When you check Management Service, it will prompt you to add additional Window

Process Activation Services, .NET environment. Select the Add Required Feature button.

Configure IIS 7 This configuration procedure will enable IIS 7 to work with Primavera Unifier.

To configure IIS 7 for use with Primavera Unifier 1. Open the IIS Manager window. (From the Control Panel, click Administrative Tools >

Internet Information Services (IIS) Manager.)

2. On the node for the server, double-click the ISAPI and CGI Restrictions icon.

3. In the Actions pane, click Add. The Add ISAPI and CGI Restrictions window opens.

4. In the ISAPI or CGI Path field, enter C:\Unifier\connectors\jk1.2.x\bin\isapi_redirect.dll (or the folder where you have installed Unifier).

5. Select the Allow extension path to execute checkbox and click OK.

6. In the Actions pane, click the Edit Feature Settings link, then select the Allow unspecified ISAPI modules checkbox.

7. If you are using Windows 2008 R2 (64-bit), then do the following:

• In the Connections pane, click Application Pools. • In the Application Pools pane, click DefaultAppPool. • In the Actions pane, click Advanced Settings. • Set Enable 32-bit Applications to True. • Click OK.

8. Open a command prompt as Administrator, cd to the Unifier\bin directory, and run iis_install

to set up and install the Tomcat connector ISAPI filter.

SSL Certificate

Primavera Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) Certificate is optional. Refer to the Microsoft SSL Certificate installation instructions for more information.

Data Backup Recommendations

We recommend that Primavera Unifier data be incorporated into your company backup procedures.

Primavera Unifier data is stored in two places:

• Unifier database • Files Repository


These repositories need to be backed up regularly.


Chapter 7 Launching Primavera Unifier

This chapter describes how to:

• Start Primavera Unifier for the first time • Install Primavera Unifier applications • Set up your company

Before launching Primavera Unifier, be sure you have read the Getting Started document, which describes configuring Internet Explorer for use with Primavera Unifier. This information can be accessed from the First Time User Setup Guide link on the Primavera Unifier Login screen.

Starting Primavera Unifier for the First Time

In Internet Explorer, navigate to the URL that launches the Primavera Unifier application locally. At the Login window, log into Primavera Unifier with the default Administrator username (Administrator) and password (Administrator).

Primavera Unifier immediately prompts you to change your password. We recommend you do so immediately for security reasons. Once you change your password, Primavera Unifier creates your Administrator account.

The Administrator account is the only account with permissions automatically set for all features. The Administrator cannot be a member of any project, even if created in the Hosting Company.

Installing Primavera Unifier Applications

The following section describes the procedure for installing Primavera Unifier applications for your company. These procedures are to be performed by the Site Administrator.

Note: Before performing this procedure, ensure that the required Primavera Unifier Application(s), for example Primavera Capital Planning, are downloaded from eDelivery, unzipped, and stored locally.

When you log in as the Site Administrator, Primavera Unifier shows you the Home tab in Administration Mode.

1. In the left Navigator, click the Applications node.

Primavera Unifier displays an install panel on the right side of the window.

2. Click the Install button.

Primavera Unifier displays the Install Primavera Unifier Application window.

3. Use the information in the following table to complete this window.

In this field: Do this:

Application File Browse to where the applications are stored and select the application you want to install.


In this field: Do this:

Name Enter the name of the company.

Short Name Enter a one-word short name, up to 8 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout Primavera Unifier in place of the company name. (For example, when importing Primavera uDesigner-created business processes, and on logs that identify partner companies.)

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

Contact Email Enter the company administrator’s email address

Licensed Users Enter the number of users who will be licensed to use the application.

Address Type Identify the address you are entering, such as Headquarters, Billing Office, or Satellite Office.

Address Enter the company address.

City Enter the city for the address.

State/Province Enter the state or province for the address.

Zip Enter the zip code for the address.

Country/Region Enter the country or region for the address.

Admin Login Username Enter the company administrator’s user name. Default is ootbadmin. This user name will be automatically added to the Company Administrators group.

Password Enter the administrator’s password.

Confirm Password Re-enter the password.

4. Click Install.

Installing Additional Applications Once you have installed your first application, your company information has been saved. You will not need to enter the information again.


1. In the left Navigator, click the Applications node.

Primavera Unifier displays an install panel on the right side of the window.

2. Click the Install button.

Primavera Unifier displays the Install Primavera Unifier Application window; however, not the entire window because the company information was already entered when the first application was installed. You will only be prompted for the Application File.

3. Browse to where the applications are stored and select the application you want to install.

4. Click Install.

Note: If you receive an error message, try re-installing the application. If this does not work, contact Oracle Support. See “Access to Oracle Support” on page 1.


Setting Up the Company

1. Log off of Unifier.

2. Log in as the Company Administrator user you just added. Continue with company setup and project setup, as needed. See the Primavera Unifier Administration Guide for more information.


Chapter 8 Upgrading Primavera Unifier

This chapter describes how to upgrade to the latest version of Primavera Unifier.

Primavera Unifier System Upgrade Steps

The following steps are provided as a reference for upgrading Primavera Unifier. The procedures follow.

Step 1 — Back up the current File Repository and Database

Step 2 — Export a copy of the Configuration file

Step 3 — Uninstall current version of Unifier

Step 4 — Install new version of Unifier

Step 5 — Import the Configuration file and start services

Step 6 — Verify Unifier Installation

Step 7 — Perform Data Migration

1. Back up File Repository and Database

Follow your company’s procedures for creating a backup copy of the File Repository and Database. The file locations were set during configuration of Unifier and can be found in the Unifier Configurator.

To view the Unifier Configurator window 1. From the Windows Start menu, click Programs > Unifier > Unifier Configurator. The

Unifier Configurator window opens.

2. Click each tab to review file locations and other settings.

2. Export a Copy of the Configuration File

The next step is to export a copy of the Unifier Configuration file, if you have not already done so. This file stores the information contained in the Unifier Configurator. The Configuration file will be imported back into the Unifier Configurator upon completion of the application installation. This ensures that the Unifier system can correctly locate the file system, Reports Server and database previously used.

For more information, see Exporting Configuration Data on page 15.

3. Uninstall Current Version of Primavera Unifier

This section describes how to uninstall the current version of Primavera Unifier and update report file (reinstall Reports Server). Be sure to uninstall all existing Primavera Unifier components before installing the latest version.


To prepare for the uninstall 1. Stop the Unifier and XREF Services on all machines within the environment (including a

cluster environment if it exists). See Starting and Stopping Primavera Unifier and Xref Services on page 14.

2. Ensure all open windows related to Unifier are closed, including any administrative tools such as Windows Services.

To uninstall Unifier 1. From the Windows Start menu, click Programs > Unifier [version no.] > Uninstall Unifier.

2. Click the Uninstall button. This will uninstall Unifier, remove the services and remove the directory.

3. During the uninstall process, you are prompted to remove all files. Click Yes to remove all the files in the Unifier directory.

4. Navigate to the Unifier server and verify that the files and the Unifier directory were successfully removed.

5. If you receive a message that all of the files could not be removed, reboot the server before continuing.

4. Install New Version of Primavera Unifier

Now you are ready to install the latest version of Primavera Unifier. Depending upon the configuration chosen for your company, this will include the following:

• Installing Primavera Unifier (See Chapter 2 Installing Primavera Unifier for details) • Updating Report file (reinstall Reports Server)

5. Import the Configuration File and Start Services

Import the Configuration file that you saved before you began the uninstall process. Upon importing this configuration file, the Unifier file system, database and reports previously used in the old version will be configured to work with the new Primavera Unifier.

To import the configuration file 1. From the Windows Start menu, click Programs > Unifier > Unifier Configurator. The

Unifier Configurator window opens.

2. Click the File menu and choose Import.

3. At the prompt, click Yes.

4. Navigate to the configuration file you exported at the beginning of the upgrade process.

5. After importing, click each of the tabs in the Configurator window to validate that the information was imported correctly.

6. Click the File menu and choose Save to save the configuration.

It is recommended that you upgrade all servers in a cluster environment before restarting any service.


To start Unifier and XREF Services • Start Unifier and XREF Services from the Configurator window. See Starting and

Stopping Primavera Unifier and Xref Services on page 14.

Change Login Account — By default, the Unifier service and Xref service are installed with your local system account. You might need to change the login accounts of those two services to the user account that has access to the Unifier file repository folder. Otherwise, Unifier is not able to access the mounted file system. (See Changing Service Login Accounts, page 9, for more information).

6. Verify Primavera Unifier Installation

Launch Primavera Unifier and ensure that it has been installed and configured properly. Refer to Chapter 7 Launching Primavera Unifier for more information.

As applicable, proceed as follows to ensure uDesigner has been installed and configured properly:

1. Launch Primavera Unifier and login as OOTB Admin user.

2. On the Home Tab, you should be able to switch to "Design Mode" and see all the designs in their respective nodes. You should also be able to switch to the "Design Admin Mode" and navigate through the Data Structure information. Being able to switch to the "Design Mode" and "Design Admin Mode" represents the proper installation of Primavera uDesigner. Note: If your environment is configured as Production, you will only see the User Mode in the Home Tab; you will not see the Design Mode and Design Admin Mode.

7. Perform Data Migration

In order to take advantage of the new features, you will need to execute the migration script. Follow the data migration steps outlined in the following sections.

To perform data migration (only for upgrading customers) 1. On the Application Server, open a browser and type this URL in the Address bar:

http://localhost/bp/localhost/migration/log, the following Unifier Migration log window opens.

2. Run the migration script:

• Select End of Migration and click Run. • Click Yes to confirm. A window opens notifying you that the migration was completed

successfully. 3. Close the browser. The run date on the migration log will update after a successful migration.


Appendix A: HotFix Installation

This section describes how to apply a HotFix zip file to the latest version.

To perform a HotFix deployment: 1. Stop the XREF, Unifier service(s) from Windows Services.

2. Check Background Job Disabled box from the Other tab to stop Unifier services.

Note: If Background Job Disabled checkbox is not selected, then any background process (e.g., project archiving, update projects, scheduled UDRs and cash flow refresh) will run on Unifier application server.

3. Unzip the hotfix file to the drive that has Unifier installed and answer YES to overwrite all the files. The filename will normally be of the format Hotfix1_Unifier910.zip, Hotfix2_Unifier910.zip.

4. Unzip and apply the files in order.

5. To verify that the Hotfix has been installed properly, navigate to C:\Unifier\shared\hotfix folder to see the successful installation of Hotfix.

6. Start Unifier and XREF Services from the Configurator window.

Note: Refer to Starting and Stopping Unifier and Xref Services section on page 24 for more information on starting Unifier and XREF services.

7. From the server: Start the XREF, Unifier service(s) from Windows Services.


Appendix B: Archiving

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 Configuring Primavera Unifier, Repository Tab on page 10.

Archiving Projects

The archiving process captures project data and creates .csv files for all records, including business processes, tasks, documents, attachments, users, groups.

In order to archive projects, you must have “Archive” permission as a Hosting Company user. (This permission is found under Projects (Standard) in Access Control or the Permissions tab of the Edit User/Group window; company must be Hosting Company.)

To archive projects 1. Log into Primavera Unifier as Site Administrator.

2. In Administration Mode, navigate to System > Customer Support > Projects. The Project log opens.

3. Select the project to archive. If a project has not yet been archived, the Archive Status column will display Not Started.

4. Click the Archive Project button. The Archive Status column will change to Scheduled. A background process picks up the request and runs the archive process. Once it is done, the status will change to Ready. The location of the zip file that contains the data will be located in the directory you specified during configuration.


Appendix C: Uninstalling the Current Version of Primavera Unifier

This appendix describes how to uninstall the current version of Primavera Unifier. Be sure to uninstall all existing Primavera Unifier components before installing the latest version.

To prepare for the uninstall 1. Stop the Unifier and XREF Services on all machines within the environment (including a

cluster environment if it exists). See Starting and Stopping Primavera Unifier and Xref Services on page 14.

2. Ensure all open windows related to Unifier are closed, including any administrative tools such as Windows Services.

To uninstall Unifier 1. From the Windows Start menu, click Programs > Unifier [version no.] > Uninstall Unifier.

2. Click the Uninstall button. This will uninstall Unifier, remove the services and remove the directory.

3. During the uninstall process, you are prompted to remove all files. Click Yes to remove all the files in the Unifier directory.

4. Navigate to the Unifier server and verify that the files and the Unifier directory were successfully removed.

5. If you receive a message that all of the files could not be removed, reboot the server before continuing.

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