Connecting the Content Repository to Primavera Unifier
Contents
1. 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 UniProjectId Text UniFileType Text UniSearchLoc Text Configuring WebCenter Content UniFilelId Text UniFileName Long Text UniFileExt Text b Keep the default values as specified in the applet window for the other parameters 11 Select Update Database Design 12 Select Option and Exit If you want to use the existing fields instead of creating new fields 1 Create a property file and name it custom properties under lt Unifier_Install_Dir gt apps ROOT WEB INF classes directory 2 Add the mapping information for the custom fields the bullet list above in the cu2. Documentation Complete documentation libraries for Primavera Unifier releases are available on the Oracle Technology Network OTN at http www oracle com technetwork documentation default 1870233 html From this location you can either view libraries online or download them to have local copies We recommend viewing them from OTN to ensure you always access the latest versions including critical corrections and enhancements Primavera Unifier is configured to access its help system directly on OTN However a downloadable version of the help system is also available on OTN if you need to download deploy and access a local copy The documentation assumes a standard setup of the product with full access rights to all features and functions 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 The following is the list and description of the core documents available for Primavera Unifier Supplementary Documentation What s New Contains key enhancements in the current release of Primavera Unifier All users should read this guide Cumulative Features Overview Tool Provides an overview of features and enhancements included in Oracle Primavera products It is intended solely to help you assess the business benefits of upgrading and to p
3. 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 21 Connecting the Content Repository to Primavera Unifier gt Configure Oracle WebCenter Content Core Capabilities after you install it Configure Microsoft SharePoint after you install it gt Configure CMIS compliant repositories after you install one gt Configure the Primavera Unifier File Repository 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 Primavera Cloud Service Administrator s Guide This guide describes how to configure and administer Primavera products hosted on the Oracle Cloud for industries It supersedes all the other installation and configuration guides for Primavera products since they are for on premises deployments Cloud administrators should read this guide User Documentation Primavera Unifier Help 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 us
4. 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 Unifier physical media or download launch setup exe to install Unifier 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 eo a9 11 Connecting the Content Repository to Primavera Unifier 8 http host 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 Unifier physical media or download upload the WebAccessLibraryTemplate2010 stp template to the SharePoint server Go to Site Actions Site Settings List Templates and create a SharePoint document library for Unifier Note what you call the document library Enter the appropriate settings in the Unifier Configurator To configure Microsoft SharePoint with Unifier 12 Go to the Repository tab In the File Reposit
5. 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 Click Add Mapping p OMAN DO FW P 13 Connecting the Content Repository to Primavera Unifier 10 In Crawled property name field enter creationdate and click Find 11 Select the result creationdate Date and Time and click Ok 8 On the New Managed Property page in the Use in scopes section select the Allow this property to be used in scopes option 9 In the Optimize managed property storage section select the Add managed property to custom results set retrieved on each query option 10 Click OK Retrieving the ModifiedBy Property You need to ensure you can retrieve the ModifiedBy property when you search for it To ensure you can retrieve the ModifiedBy property 1 Ensure you are on the SharePoint Server 2 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 3 Run the following scripts Smp Get SPEnterpriseSearchServiceApplication Get SPEnterpriseSearchMetadataManagedProperty identity ModifiedBy Smp Retrievable S
6. 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 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 1 Verify that the user account that is performing this procedure is an administrator for the Search Service Application in Microsoft SharePoint 2 Ensure you are on the SharePoint Server 3 Go to Central Administration Application Management and click Manage service applications 4 Click the Search service application link 5 On the Search Administration page a Go to Quick Launch Queries and Results b Click Metadata Properties 6 On the Metadata Property Mappings page click New Managed Property 7 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
7. repository 8 In the Index Directory field browse to the index location 9 Inthe Archive Directory field browse to the archive location 10 In the Archive Temp Directory field browse to the temporary archive location Connecting the Content Repository to Primavera Unifier 11 12 13 14 In the Report Directory field browse to the report location In the Web Service Audit Directory field browse to the web service location In the Dashboard Data Directory field browse to the dashboard data location 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 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 Wet Sat YI wa 10 Configuring Microsoft SharePoint Configuring Microsoft SharePoint Notes These instructions contain information only on configuring Microsoft Shar
8. 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 16 Configuring the Unifier File Repository 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 Unifier Configurator to Configure the Unifier File Repository To configure the Unifier File Repository 1 oor W PY N 8 9 Open the Unifier Configurator Go to the Repository tab In the File Repository field select Network File System In the File Directory field browse to the file location for Unifier File Repository In the Index Directory field browse to the index location for Unifier File Repository In the Archive Directory field browse to the archive location for Unifier File Repository In the Archive Temp Directory field browse to the temporary archive location for Unifier File Repository In the Report Directory field browse to the report location for Unifier File Repository 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 17 Connecting the
9. this guide Where to Get Training To access comprehensive training for all Primavera products go to http education oracle com Oracle Learning Library The Oracle Learning Library OLL provides online learning content covering Primavera products Content includes whitepapers videos tutorials articles demos step by step instructions to accomplish specific tasks and self paced interactive learning modules To access the learning 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 To get the latest information about Critical Patch Updates visit http www oracle com technetwork topics security alerts 086861 html Access to Oracle Support Oracle customers that have purchased support have access to electronic support through My Oracle Support For information visit http www oracle com us corporate accessibility support index html http www oracle com us corporate accessibility support index html Con
10. 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 To configure SharePoint for PDF content search follow the Microsoft documentation included here http support microsoft com kb 2293357 Connecting the Content Repository to Primavera Unifier Configuring CMIS Compliant Content Repository Content Management Interoperability Services CMIS is a standard 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 Unifier and use it with WCCC and Microsoft SharePoint The repository must be 100 CMIS compliant to utilize all the features of 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
11. Content Repository to Primavera Unifier 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 Cloud Service Administrator s Setup Guide instead of all the other installation and configuration guides in the Primavera Unifier Online Documentation Library Online Help If you have a question or need further assistance regarding a specific feature review the online help Click the Help menu from any Primavera Unifier window and choose 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 Primavera Unifier User s Guide Primavera uDesigner User s Guide Primavera Unifier Reference Guide You must have Adobe Acrobat Reader installed available free at www adobe com 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 18 For More Information
12. ORACLE PRIMAVERA Connecting the Content Repository to Primavera Unifier September 2015 Contents About Connecting the Content Repository s ssssssssssssnsnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 5 Prerequisites for Configuring a Content Repository and Unifier cccccseeessseeeeeneeeens 6 Install Oracle Primavera Unifier 1cccerectscnd ya necmectonds see pectarecwettiencs wih eraewpeeanae ete tes 6 Install Oracle WebCenter Content Core Capabilities cece cece eee 6 Install the Repository Creation Utility RCU cccccec cece eee eee eeee eee eeeeeeeennes 6 Install Microsoft SharePoint vic cea cceee nse cnevensesmecnacessex wend nannoneieax bankexeespewxbecband tae 7 Install a CMIS compliant REPOSItOry ccc cece cee ener eee e eee eee Ee eee EE Een EE EE EES 7 Configuring WebCenter Content sisiiccsisciincaricnsccnescaiateacnsvinessssisvaricnnsensacnevuxsawn 8 Configuring WebCenter Content in the Unifier Configurator ccccceceeeeeeeeeeeeenee ees 9 Migrating Folders_g Contents to FrameworkFolders c cccee eee eee eect eee etna eens 10 Configuring Microsoft SharePoint sssssssssasnnssnnnnnnnunnnnsnnnnnnnnnunnnnnnnnnnnnnnnnn 11 Configuring Microsoft SharePoint with Unifier cccccccccccceeeeesee eee eeaeeeneeeeeenans 12 Enabling Search by Content for Microsoft SharePoint ccccececeeeeeeeeeeeeeeeeeeenee ees 13 Configure Microsoft SharePoint Search Feature ccccceeeeeeeee
13. active 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 27 Legal Notices Oracle Primavera 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 this software unless required by law for interoperability is prohibited The information contained herein is subject to change without notice and is
14. ation 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 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 need in order to access the eLearning materials 26 For More Information Note Your company may elect to provide access to the eLearning suite where you can access inter
15. ePoint to work with 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 Unifier 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 Unifier 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 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 inetoub 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
16. eeeeeeeeeeeaeeeeene ees 13 Creating a Metadata Property Called Created ccccececeee cece ee eeeeneeenenn ens 13 Retrieving the ModifiedBy Property cccccceseceeeeesee eee eeneeeeeaeeeeaeeennans 14 Creating Crawl Rules eves coins senseveted ceneecideresisted sesseuttinws seed cecbeundacd eds exct es 14 PUIG CraW ises ige iener Woe sore nieron Ena E OEE EE OEE pose Vaca bere cae ANE KEPA ESES 15 Configuring SharePoint for PDF Content Search s ssssssssrrrerssrrrrerrrrrrerrrrrre 15 Configuring CMIS Compliant Content Repository sssssssssnennnnnunnnnnnnnnnnnnnnnnnnnnn 16 Configuring CMIS Compliant Content Repository in the Unifier Configurator 16 Configuring the Unifier File Repository ssssssssnnnnnnnnnnnnnnnnnnnnnnnnunnnnnnnnnnnnnnnn 17 Using the Unifier Configurator to Configure the Unifier File Repository 0068 17 FOr More INfOrMation isisi ieran jomar sanaaa a an anai 18 Where to Get Documentation s ssssssrrreresrrrrrr trr ene rrtt rnrn rrtt rnrn t ESE EEE 18 Where to Get Training sc xaveeaiawsierasenineaairviewiiseriopraisyiscsaseeienadeeieaSsewingeciaxis 23 Where to Get SUP POF a iccccccscscuccentonnuicud seneesudananpadsepeneudanscinateumiecudanseieumaeneed 23 Additional SUppOrt ccc EEEE EEEE 25 Legal N tiCESiiiiitsisiininsaiiinnra aranana na aaa iania 28 About Connecting the Content Repository Having a content repository integrated with Unifier can turn c
17. ers 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 execution 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 22 For More Information Database Documentation Primavera Unifier Reference Guide Provides details about data definitions data elements permission settings import codes and pickers with Primavera Unifier All users should read this guide Integration Documentation Primavera Unifier Integration Interface Guide Describes the methods required for the integration and the data being passed between Primavera Unifier and an external system Anyone who wants to develop applications which interact with Primavera Unifier should read
18. fore you connect 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 on page 15 for instructions on how to connect your repository to Unifier Connecting the Content Repository to Primavera Unifier Configuring WebCenter Content Notes These instructions contain information only on configuring WebCenter Content to work with 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 Oe ee ee 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 Inthe Incoming Socket Connection Address Security Filter field enter 127 0 0 1 10 c Inthe FullText Search Option field select External d Restart the managed server Log in to the WebCenter Content managed server as an administrative user Go to Administration Admin Applets and select the User Admin applet Create a new user This documentation will call this user unifier
19. lan 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 19 Connecting the Content Repository to Primavera Unifier Installation Documentation Primavera Unifier Installation and Setup Guide For WebLogic Application Server Describes how to 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 Primavera Unifier Installation and Setup Guide for WebSphere Application Server Describes how to gt 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 adminis
20. luttered 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 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 Connecting the Content Repository to Primavera Unifier Prerequisites for Configuring a Content Repository and Unifier You should complete the requirements in the following sections before configuring 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 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 Install Oracle WebCenter Content Core Capabilities If you are goi
21. necting the Content Repository to Primavera Unifier Using Primavera 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 training PICs also offer documentation on Lifetime Management from planning to installs upgrades and maintenance Visit https support oracle com epmos faces DocumentDisplay id 1486951 1 to access links to all of the current PICs PICs also provide access to 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 Using Unifier Service Request and Support The Primavera Unifier integrates with different Oracle applications when you create a Service Request be sure to open the request with the proper Sup
22. ng 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 Unifier Refer to the Tested Configurations document for supported version levels See Configuring WebCenter Content on page 7 for instructions on settings you need to configure before you connect 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 Prerequisites for Configuring a Content Repository and Unifier 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 Unifier See Configuring Microsoft SharePoint on page 10 for instructions on settings you need to configure be
23. 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 failsafe backup redundancy and other measures to ensure its safe use Oracle Corporation and its affiliates disclaim any liability for any damages cau
24. ons 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 uUCAD 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 instructions on how to 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 Configuring Unifier for Single Sign On Provides procedures to configure Primavera Unifier that is running on Windows 64 bit or on Linux operating systems for Single Sign On SSO 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
25. ory field select SharePoint In the Sharepoint Login Name field enter the user name to the machine where you installed SharePoint In the Sharepoint Password field enter the password for the SharePoint login name In the Sharepoint Host Name field enter the machine name or IP address of the SharePoint server In the Sharepoint Domain field enter the domain where the SharePoint server resides In the Sharepoint Document Library URL field enter the URL for the document library Example format http lt hostname gt lt port gt lt SiteName gt lt Library name gt In the Sharepoint Web Service Url field enter the URL of the Web Service used to connect Unifier 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 In the 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 Configuring Microsoft SharePoint 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 Search Feature Before you
26. port team To ensure you reach the proper Support team enter the correct product information when you create the Service Request Each product has its own support line Use the Primavera Unifier support line when you are having installation configuration connection or application issues related to the Primavera Unifier Use one of the following support lines when you are having installation or configuration issues that do not relate to the Primavera Unifier Oracle WebLogic Server Oracle Server Oracle Database Server Oracle AutoVue Oracle WebCenter Content Oracle Enterprise Manager Oracle Business Intelligence v v v v v v v 24 For More Information 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 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
27. sed 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 28
28. stom properties file using this format lt Unifier custom field name gt lt Map to existing field name gt 3 Ensure that you include each field in a separate line For example to map the UniProjectId field to the enterprisePID field which exists in UCM and the UniFileType to the fileType add the following lines to custom properties file gt Custom mapping for Unifier fields in UCM to existing fields gt UniProjectIid enterprisePID gt UniFileType fileTyp Note Do not use these specific fields in other applications Configuring WebCenter Content in the Unifier Configurator Note 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 Unifier Configurator 2 Go to the Repository tab 3 In the 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
29. the Unifier documentation library 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 25 Connecting the Content Repository to Primavera Unifier Note Your company may elect to provide access to the eLearning suite where you can access interactive Primavera Unifier learning materials Alternatively your company may have its own customized support or training materials that can be accessed on an internal site location If your company administrator provides this contact information it will be listed at the bottom of the window In the Download tab Download section you can see a list of the following application and plug ins available to download with installation instructions gt File Transfer Applic
30. trator database administrator and Primavera Unifier administrator should read this guide Unifier Performance and Sizing Guide Provides guidance for planning product deployment with Estimates of hardware and software requirements for Primavera Unifier Recommendations for deploying small scale to large scale configurations The Unifier network administrator database administrator and Unifier administrator should read this guide Unifier Upgrade Guide Provides information on how to upgrade to the latest version of with Oracle Primavera Unifier The Unifier network administrator database administrator and Unifier administrator should read this guide Tested Configurations Provides the tested configurations for Oracle Primavera Unifier and includes list 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 Primavera Unifier Security Guide 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 20 For More Information Configuration Documentation Primavera uClient Configurator Setup Guide Describes how to set up the Primavera uClient Configurator All users should read this guide Primavera Unifier File Transfer Utility Instructi
31. true Smp Update Creating Crawl Rules To create crawl rules 1 Verify that the user account that is performing this procedure is an administrator for the Search Service Application in Microsoft SharePoint 2 Ensure you are on the SharePoint Server 3 Go to Central Administration Application Management section and click Manage service applications 4 Onthe Manage Service Applications page in the list of service applications click Search Service Application 5 On the Search Administration page go to Quick Launch and click Crawl Rules 6 On the Manage Crawl Rules page click New Crawl Rule 7 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 14 Configuring Microsoft SharePoint 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 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
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