to open the Connecting the Content Repository to Primavera Unifier
Contents
1. gt Set up Primavera Unifier servers and third party services gt 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 16 For More Information Title Description Primavera Unifier Installation and Setup Describes how to Guide for WebSphere Application Server y Set up the Primavera Unifier servers and third party services on Linux 64 bit gt 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 Unifier Performance and Sizing Guide Provides guidance for planning product deployment with gt Estimates of hardware and software requirements for Primavera Unifier gt 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 The Unifier network administrator database administrator and Unifier administrator should read this guide Tested Configurat2. select the Allow this property to be used in scopes option In the Optimize managed property storage section select the Add managed property to custom results set retrieved on each query option D o NOOR ODN 10 Click OK 11 Connecting the Content Repository to Primavera Unifier You need to ensure you can retrieve the ModifiedBy property when you search for it To ensure you can retrieve the ModifiedBy property 1 2 3 Ensure you are on the SharePoint Server Go to Start All Programs Microsoft SharePoint Products SharePoint Management Shell Note Refer to the Tested Configurations document for the list of applications and supported version levels Run the following scripts Smp Get SPEnterpriseSearchServiceApplication Get SPEnterpriseSearchMetadataManagedProperty identity ModifiedBy Smp Retrievable Strue Smp Update To create crawl rules 1 2 3 Verify that the user account that is performing this procedure is an administrator for the Search Service Application in Microsoft SharePoint Ensure you are on the SharePoint Server Go to Central Administration Application Management section and click Manage service applications On the Manage Service Applications page in the list of service applications click Search Service Application On the Search Administration page go to Quick Launch and click Crawl Rules On the Manage Crawl Rules page click New Cr
3. ORACLE PRIMAVERA Connecting the Content Repository to Primavera Unifier Release 15 1 March 2015 Contents About Connecting the Content REpOSitOry sscccccccssccccccccccssccccccccscssssssccees 5 Prerequisites for Configuring a Content Repository and Unifier scceeeeseees 5 Install Oracle Primavera Unifier sesesesossscssesosecossccosecosesosesessesosesossesosesoo 5 Install Oracle WebCenter Content Core Capabilities sssssssessssssessssesresssseee 6 Install the Repository Creation Utility RCU cccccssssccccccceesssssccceeeneees 6 Install Microsoft ShATEP ONG csc seses sewsvie dir ccnisdaydandavereseididniadenvesaenseidiendieveseesiass 6 Install a CMIS compliant Repository lt cscrcsesccivecenas encase csawcecvedenases tacneoareanvecesaa tens 6 Configuring WebCenter Content to Work with Primavera Unifier sccccssseees 6 Configuring WebCenter Content in the Unifier Configurator cc cece cece eeeeeeees 8 Migrating Folders_g Contents to FrameworkFolders eceeeccc eee eeeeeeeceeeeeenees 8 Configuring Microsoft SharePoint for Unifier ccccccccsscccccccccsssccccccccccessces 8 Configuring Microsoft SharePoint with Primavera Unifier cccceeeeeeeeeeeeeees 10 Enabling Search by Content for Microsoft SharePOint cc cccece eee eeeeeeeeeeeees 10 Configure Microsoft SharePoint s Search Feature cccccccccccecccc
4. Unifier Library Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Unifier Library to open the Unifier documentation library 22 For More Information Contact Support Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Contact Support to open the Support window The Support window has two tabs gt Contact which opens by default gt 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 follo
5. ailsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications This software or hardware and documentation may provide access to or information on content products and services from third parties Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third party content products and services Oracle Corporation and its affiliates will not be responsible for any loss costs or damages incurred due to your access to or use of third party content products or services 25
6. al 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 Supplementary Documentation Title Description What s New Contains key enhancements in the current release of Primavera Unifier All users should read this guide 15 Connecting the Content Repository to Primavera Unifier Title Cumulative Features Overview Tool Description 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 All users should read this guide Readme for Media Pack Contains a table that can help you determine what downloads are required to run your licenses All users should read this guide Licensing Information User Manual Contains information about the third party proprietary and open source software used in Oracle Primavera Unifier All users should read this guide Where to Get Documentation Training and Support Contains information about resources to help you with the operation of Oracle Primavera Unifier All users should read this guide Installation Documentation Title Primavera Unifier Installation and Setup Guide For WebLogic Application Server Description Describes how to
7. als articles demos step by step instructions to accomplish specific tasks and self paced interactive learning modules To access the learning library s 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 amp Tips Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support For information visit http www oracle com us support contact 068555 html or visit http www oracle com us corporate accessibility support index html if you are hearing impaired Connecting the Content Repository to Primavera Unifier Using Primavera s Support Resource Centers Primavera s 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 t
8. awl Rule On the Add Crawl Rule page a Inthe Path field enter http lt host name gt SitePages aspx b In the Crawl Configuration field select Exclude all items in this path option c Click Ok to create the crawl rule d Repeat the above steps to create the following crawl rules http lt host name gt Lists aspx http lt host name gt SitePages aspx http lt host name gt Lists aspx To run the crawls you created 1 Ensure you are on the SharePoint Server 2 Go to Central Administration Quick Launch and click Application Management Configuring CMIS Compliant Content Repository for Unifier 3 On the Application Management page under Service Applications click Manage service applications 4 On the Service Applications page in the list of service applications click Search service application that you want 5 Go to the Search Administration page Quick Launch Crawling and click Content Sources 6 On the Manage Content Sources page in the list of content sources a Point to the name of the content source that you want b Click the arrow that appears c Click Start Full Crawl Configuring SharePoint for PDF Content Search To configure SharePoint for PDF content search follow the Microsoft documentation included here http support microsoft com kb 2293357 Configuring CMIS Compliant Content Repository for Unifier Content Management Interoperability Services CMIS is a stan
9. ceeeeeeeeeeeeees 10 Creating a Metadata Property Called Created ccccccccssscccsscsccesesccecssnecs 11 Retrieving the ModifiedBy Property csccscsccesscsccccescvessccceesecerecsesesens 12 Creating Crawl Rules essssssssesosesossccseecosecossccosecoserosescosesosesossecosesoo 12 R nming CraWlesrorie esros mern eo toret EAT OEE TE EER EOR AIT OE 12 Configuring SharePoint for PDF Content Search sssssssesssssseessseseesssseseee 13 Configuring CMIS Compliant Content Repository for Unifier ccccecsssssccceeees 13 Configuring CMIS Compliant Content Repository in the Unifier Configurator 13 Configuring the Unifier File Repository ccccccssccccccccccssscccccccescssssssccseeeees 14 Using the Primavera Unifier Configurator to Configure the Unifier File Repository 14 FOr More Informatio sass cacdasnindnstimraarsnueasnicndinemansnnbeniacdeuauniaansnanadaienmacaneaudad 14 Where to Get Documentation ssssesesesesessseessssosssosssosssesescosseesseeosseessees 14 Where to Get Training sesssesoserosercssesosecossccosesoseroseccssecosecosesossesosesoo 21 Where to Get SUDDO cis scasssnaevacesaaeneda vega wane PENEDES ETEO PEETA EE OEE EOE ees 21 Additional SUPPORE seiss srrscirirris iiti siri CEs sari ETTEN CESE CEE NEEC EENET SETE ERS 22 kesal NOT GSS rinine eaen EAE EAE a EE RAE aae R 25 About Connecting the Content Repository Having a content repository integrated
10. dard that content repositories have agreed to adhere to so that a single document connector can be used to connect to any CMIS compliant repository You can connect any CMIS compliant content repository to Primavera Unifier and use it with WCCC and Microsoft SharePoint The repository must be 100 CMIS compliant to utilize all the features of Primavera Unifier document functionality Configuring CMIS Compliant Content Repository in the Unifier Configurator To configure your CMIS compliant content repository 1 Go to the Repository tab 2 Inthe File Repository field select CMIS 3 Inthe CMIS Login Name field enter the user name for your content repository 4 Inthe CMIS Password field enter the password for the user name you entered above 5 Inthe CMIS Repository Name field enter the name for your content repository 6 Inthe CMIS Document Home field enter the location of your documentation home where you want to store the Unifier documents 7 Inthe CMIS Web Service URL field enter the URL for your web services home 13 Connecting the Content Repository to Primavera Unifier Configuring the Unifier File Repository If you do not want to use an external content repository you can instead configure the Unfiier File Repository Using the Primavera Unifier Configurator to Configure the Unifier File Repository To configure the Unifier File Repository 1 Open the Primavera Unifier Configurator 2 Go to the R
11. ed 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 Help from the upper right hand section of the Unifier window to open a contextual menu and click About Unifier to access version number copyright information and software agreement details for the Oracle Primavera Unifier 24 Legal Notices Oracle Primavera Prime Connecting the Content Repository to Primavera Unifier Copyright 1998 2015 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
12. ent Core Capabilities after you install it gt Configure Microsoft SharePoint after you install it gt Configure CMIS compliant repositories after you install one gt Configure the Primavera Unifier File Repository gt Set your content repository settings in Primavera Unifier to connect to your content repository The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide 19 Connecting the Content Repository to Primavera Unifier User Documentation Title Primavera Unifier Help Description Provides topic oriented information about Primavera Unifier to assist users with features and procedures All users should read this guide Primavera Unifier User s Guide Guides users on how to use Primavera Unifier application All users should read this guide Primavera uDesigner User s Guide Guides users on how to use the uDesigner feature of Primavera Unifier application All users should read this guide 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 All users should read this guide Primavera Unifier Project Controls User s Guide Explains Oracle Primavera gt Capital Planning which is used for managing budget forecasts both planned and in execu
13. epository tab 3 Inthe File Repository field select Network File System 4 Inthe File Directory field browse to the file location for Unifier File Repository 5 Inthe Index Directory field browse to the index location for Unifier File Repository 6 Inthe Archive Directory field browse to the archive location for Unifier File Repository 7 Inthe Archive Temp Directory field browse to the temporary archive location for Unifier File Repository 8 Inthe Report Directory field browse to the report location for Unifier File Repository 9 In the Web Service Audit Directory field browse to the web service location for Unifier File Repository 10 In the Dashboard Data Directory field browse to the dashboard data location for Unifier File Repository 11 In the Log File Directory field browse to the log location for Unifier File Repository 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 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 14 For More Information 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 choo
14. gt lt Library name gt 8 Inthe Sharepoint Web Service Url field enter the URL of the Web Service used to connect P6 EPPM to SharePoint as specified when you configured SharePoint The URL includes the machine name or IP address of the content repository server port number of the server and web service name Example format http lt hostname gt lt port gt WS_FPRPC Note Do not put a at the end of the URL 9 Inthe External Document Library URL field enter the URL of an external document library Example format http lt hostname gt lt port gt lt extdoclib gt Enabling Search by Content for Microsoft SharePoint To use the Search by Content feature you must configure the search feature in Microsoft SharePoint Use the sections that follow to configure the search feature Configure Microsoft SharePoint s Search Feature Before you can configure the search feature for Unifier and SharePoint you must enable SharePoint s search capabilities To do this use Microsoft SharePoint s documentation http technet microsoft com en us library gg502597 28v office 14 29 aspx 10 Configuring Microsoft SharePoint for Unifier Creating a Metadata Property Called Created After you have configured Microsoft SharePoint s search you need to create a metadata property To create a metadata property Verify that the user account that is performing this procedure is an administrator for the Search Service Application i
15. imavera Unifier for instructions on settings you need to configure before you connect Primavera Unifier and SharePoint Install a CMIS compliant Repository If you are going to use a CMIS compliant repository you will need to install one and use the documentation provided with your repository to use it Use the information in Configuring CMIS Compliant Content Repository for Primavera Unifier for instructions on how to connect your repository to Primavera Unifier Configuring WebCenter Content to Work with Primavera Unifier Configuring WebCenter Content to Work with Primavera Unifier Notes These instructions contain information only on configuring WebCenter Content to work with Primavera Unifier They do not include information on installing WebCenter Content For WebCenter Content installation instructions see the documentation included with WebCenter Content Refer to Tested Configurations document for supported version levels To configure Oracle WebCenter Content 1 2 Log in to WebCenter Content as an administrative user for example http server 16200 cs Select the following configuration options a Inthe Server Socket Port field enter 4444 b In the Incoming Socket Connection Address Security Filter field enter 0 0 0 0 0 0 0 1 c Inthe FullText Search Option field select None Internal or External d Restart the managed server Log in to the WebCenter Content managed server as an administra
16. ions Provides the tested configurations for Previously System Configuration Oracle Primavera Unifier and includes list Information of applications and supported version levels All users should read this guide The Unifier network administrator database administrator and Unifier administrator should read this guide 17 Connecting the Content Repository to Primavera Unifier Title Primavera Unifier Security Guide Description Provides guidelines on how to plan your security strategy for Oracle Primavera Unifier All users should read this guide The Unifier network administrator database administrator and Unifier administrator should read this guide Configuration Documentation Title Primavera uClient Configurator Setup Guide Description Describes how to set up the Primavera uClient Configurator All users should read this guide Primavera Unifier File Transfer Utility Instructions Describes how to download and install the Primavera Unifier File Transfer Utility All users should read this guide 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 All users should read this guide Configuring BI Publisher for Unifier Provides inst
17. ll Oracle WebCenter Content Core Capabilities If you are going to use Oracle WebCenter Content Core Capabilities WebCenter Content you will need to install it See the documentation included with the WebCenter Content media pack for instructions on installing this product Ensure you install WCCC on its own managed server Notes Do not install it on the same server as Primavera Unifier Refer to the Tested Configurations document for supported version levels See Configuring WebCenter Content to Work with Primavera Unifier on page 6 for instructions on settings you need to configure before you connect Primavera Unifier and WebCenter Content Install the Repository Creation Utility RCU Install the Repository Creation Utility that is included with the WebCenter Content media pack See the WebCenter Content documentation for more information on installing the utility Install Microsoft SharePoint If you are going to use Microsoft SharePoint Server you first need to install it See the documentation included with Microsoft SharePoint for installation information 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 Ensure you install SharePoint on its own managed server Do not install it on the same server as Primavera Unifier See Configuring Microsoft SharePoint for Pr
18. n Microsoft SharePoint Ensure you are on the SharePoint Server Go to Central Administration Application Management and click Manage service applications Click the Search service application link On the Search Administration page a Go to Quick Launch Queries and Results b Click Metadata Properties On the Metadata Property Mappings page click New Managed Property On the New Managed Property page a Inthe Property name field enter Created b Inthe Description field enter a description of the property c In The type of information in this property field select Date and Time d Inthe Mappings to crawled properties field select Include values from a single crawled property based on the order specified Click Add Mapping f Inthe Crawled property selection dialog box 1 In Crawled property name field enter Basic 15 and click Find Select the result Basic 15 Date and Time and click Ok Click Add Mapping In Crawled property name field enter ows_Start_x0020_ Date and click Find Select the result ows_Start_x0020 Date Date and Time and click Ok Click Add Mapping In Crawled property name field enter Office 12 and click Find Select the result Office 12 Date and Time and click Ok 9 Click Add Mapping 10 In Crawled property name field enter creationdate and click Find 11 Select the result creationdate Date and Time and click Ok On the New Managed Property page in the Use in scopes section
19. ote Refer to Tested Configurations document under Installation and Configuration Documentation in the Primavera Unifier Online Documentation Library for supported version levels To finalize the WebCenter Content configuration 1 Open the Primavera Unifier Configurator 2 Go to the Repository tab 3 Inthe File Repository field select WebCenter Content 4 Inthe WebCenter Content Server Host field enter the IP address for WebCenter Content 5 Inthe Port field enter 4444 or the port you used for WebCenter Content 6 Inthe WebCenter Content User field enter the name of the user you created for example unifier 7 Inthe WebCenter Content Root Folder field enter the name of the root folder where you want documents to be stored Oracle WebCenter will create this folder when you add a document to the repository In the Index Directory field browse to the index location In the Archive Directory field browse to the archive location In the Archive Temp Directory field browse to the temporary archive location In the Report Directory field browse to the report location In the Web Service Audit Directory field browse to the web service location 13 In the Dashboard Data Directory field browse to the dashboard data location 14 In the Log File Directory field browse to the log location Migrating Folders_g Contents to FrameworkFolders The Folders Migration utility migrates Content Server folder content and
20. raining 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 gt Communities which are moderated by Oracle providing a place for collaboration among industry peers to share best practices gt News from our development and strategy groups gt 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 v v v v v 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
21. ructions on how to gt Download BI Publisher gt Configure BI Publisher settings gt Configure BI Publisher in Primavera Unifier gt Create BI Publisher reports gt Run BI Publisher reports The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide 18 For More Information Title Configuring Unifier for Single Sign On Description Provides procedures to configure Primavera Unifier that is running on Windows 64 bit or on Linux operating systems for Single Sign On SSO The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Connecting Oracle Enterprise Manager to Primavera Unifier Metrics Provides instructions on how to enable Enterprise Manager to display certain Primavera Unifier metrics The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Connecting Oracle Identity Manager 11g to Primavera Unifier Guides administrators in configuring Oracle Identity Manager OIM to be used with Primavera Unifier The Primavera Unifier network administrator database administrator and Primavera Unifier administrator should read this guide Connecting the Content Repository to Primavera Unifier Provides instructions on how to gt Configure Oracle WebCenter Cont
22. se gt Unifier Help This link goes to the Oracle Technical Network OTN Primavera Unifier Online Document Library From here you can access gt Primavera Unifier Online Help Primavera Unifier Administration Guide gt Primavera Unifier User s Guide Primavera uDesigner User s Guide gt Primavera Unifier Reference Guide You must have Adobe Acrobat Reader installed available free at www adobe com gt 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 Library 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 loc
23. st port virtual_dir WS_FPRPC asmx where host is the server machine name or IP address where you installed SharePoint port is the port number that SharePoint is using the default is 80 and virtual dir is the default virtual directory for example WS_FPRPC From the SharePoint Connector folder of the Primavera Unifier physical media or download upload the WebAccessLibraryTemplate2010 stp template to the SharePoint server op Connecting the Content Repository to Primavera Unifier 7 Go to Site Actions Site Settings List Templates and create a SharePoint document library for Primavera Unifier Note what you call the document library 8 Enter the appropriate settings in the Primavera Unifier Configurator Configuring Microsoft SharePoint with Primavera Unifier To configure Microsoft SharePoint with Primavera Unifier 1 Go to the Repository tab 2 Inthe File Repository field select SharePoint 3 Inthe Sharepoint Login Name field enter the user name to the machine where you installed SharePoint 4 Inthe Sharepoint Password field enter the password for the SharePoint login name 5 In the Sharepoint Host Name field enter the machine name or IP address of the SharePoint server 6 In the Sharepoint Domain field enter the domain where the SharePoint server resides 7 Inthe Sharepoint Document Library URL field enter the URL for the document library Example format http lt hostname gt lt port gt lt SiteName
24. structure from Contribution Folders to Folders This utility is available when the tables associated with Contribution Folders are present in the database schema and the FrameworkFolders component is enabled Refer to the Oracle Fusion Middleware Online Documentation Library 11g WebCenter Content for Configuring WebCenter Content in the Unifier Configurator Fusion Middleware Administering Oracle WebCenter Content http docs oracle com cd E28280_01 doc 111 1 e26692 migratefolders htm WCCSA1050 http docs oracle com cd E28280_01 doc 111 1 e26692 migratefolders htm WCCSA1050 8 oO 10 11 12 Configuring Microsoft SharePoint for Unifier Configuring Microsoft SharePoint for Unifier Notes These instructions contain information only on configuring Microsoft SharePoint to work with Primavera Unifier They do not include information on installing Microsoft SharePoint For Microsoft SharePoint s installation instructions see the documentation included with Microsoft SharePoint Oracle recommends that you install the P6 SharePoint Connector on the same Internet Information Server IIS where you installed SharePoint However if you want to install it on a different server you must install the P6 SharePoint Connector on an IIS where it can continually connect to the SharePoint server and Web Access Server in the same Local Area Network Except where noted the guidelines below are required Depending on your organization
25. 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 U S GOVERNMENT END USERS Oracle programs including any operating system integrated software any programs installed on the hardware and or documentation delivered to U S Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency specific supplemental regulations As such use duplication disclosure modification and adaptation of the programs including any operating system integrated software any programs installed on the hardware and or documentation shall be subject to license terms and license restrictions applicable to the programs No other rights are granted to the U S Government This software or hardware is developed for general use in a variety of information management applications It is not developed or intended for use in any inherently dangerous applications including applications that may create a risk of personal injury If you use this software or hardware in dangerous applications then you shall be responsible to take all appropriate f
26. tion for the user company gt Cost Controls which supports project tracking and project cost management gt 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 Primavera Unifier Reference Guide Description Provides details about data definitions data elements permission settings import codes and pickers with Primavera Unifier All users should read this guide 20 For More Information Integration Documentation Title Description Primavera Unifier Integration Interface Describes the methods required for the Guide integration and the data being passed between Primavera Unifier and an external system Anyone who wants to develop applications which interact with Primavera Unifier should read this guide 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 tutori
27. tive user Go to Administration Admin Applets and select the User Admin applet Create a new user This documentation will call this user unifier The UCR APIs will use this user to add documents to WebCenter Content Assign the user the admin and sysmanager roles Under Administration select Admin Server In the Admin Server screen select Component Manager then select advanced component manager In the Disable component section a To use Folders_g component select Folders_g component from the Disable component section and click Enable Ensure that the Framework Folders component is present in the Disable components list b To use FrameworkFolders component ensure that the FrameworkFolders is present in the Enabled components list If not present select the FrameworkFolders from the Disable components list and click Enable Ensure that the Folders_g component is present in the Disabled components list 10 Locate the Configuration Manager applet a Add the following custom fields with the corresponding field type UniProjectld Text UniFileType Text UniSearchLoc Text UniFileld Text UniFileName Long Text UniFileExt Text b Keep the default values as specified in the applet window for the other parameters Connecting the Content Repository to Primavera Unifier 11 Select Update Database Design 12 Select Option and Exit Configuring WebCenter Content in the Unifier Configurator N
28. wing application and plug ins available to download with installation instructions gt File Transfer Application gt Unifier uCAD Plug in Each application and plug in has two options gt Download gt Installation instructions Follow the links within each option to proceed Download Plugins Click Help from the upper right hand section of the Unifier window to open a contextual menu and click Download Plugins to open the Support window The Support window has two tabs gt Contact gt 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 gt File Transfer Application gt Unifier uCAD Plug in 23 Connecting the Content Repository to Primavera Unifier Each application and plug in has two options gt Download gt 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 ne
29. with Primavera Unifier can turn cluttered unstructured content into organized assets by making it easier to catalog access search and reuse documentation This guide will tell you 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 Unifier File Repository Set your content repository settings in Primavera Unifier to connect to your content repository v v v v v Note 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 Prerequisites for Configuring a Content Repository and Unifier You should complete the requirements in the following sections before configuring Primavera Unifier and a content repository Install Oracle Primavera Unifier Follow the instructions in the Primavera Unifier Installation and Setup Guide For WebLogic Application Server Ensure you install all the necessary components such as gt Weblogic Server gt Primavera Unifier Note 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 Connecting the Content Repository to Primavera Unifier Insta
30. you can choose to use your own naming conventions Refer to the documentation included with Microsoft SharePoint for detailed instructions on how to complete the guidelines in this section To configure Microsoft SharePoint 1 Create a new site named WS_FPRPC recommended name on the Microsoft IIS using the IIS Admin a From Start menu click Internet Information Services IIS Manager b On the left panel expand the server node and right click on Sites and select Add Web Site Enter the Site name as WS_FPRPC Keep the Application pool as DefaultAppPool Select the Physical Path to point to the IIS root Drive inetpub wwwroot In the Binding section enter an unused port number e g set to 81 Leave the hostname empty g Check the Start Web site immediately and click OK If not already installed install Microsoft Net Framework 3 5 SP1 You can download it from this Web site http msdn microsoft com en us netframework cc378097 From the SharePoint Connector folder of the Primavera Unifier physical media or download launch setup exe to install P6 EPPM Web Services on the WS_FPRPC site During the web service installation retain the default virtual directory For example on the Select Installation Address dialog box enter the following Site WSFPRPC Virtual Directory WS_FPRPC Application Pool DefaultAppPool Once the installation finishes test the installation by launching the following URL http ho
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