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Unifier Installation and Setup Guide For WebLogic Application Server 9.12.0.

June 2013

Legal Notices
Oracle Primavera Unifier Installation and Setup Guide For WebLogic Application Server Copyright 1998, 2013, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: 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 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.

Contents
Legal Notices ........................................................................................................................ 2 Introduction .......................................................................................................................... 5 Contacting Customer Support ............................................................................................ 5 Primavera Unifier Overview ............................................................................................... 6 Primavera uDesigner Overview ......................................................................................... 6 Primavera Unifier Installation Steps for First Time Install ................................................... 7 Upgrading Primavera Unifier Installation Steps .................................................................. 8 Installing Primavera Unifier ................................................................................................. 9 Prerequisites ...................................................................................................................... 9 Installing WebLogic ....................................................................................................... 9 Installing JRockit ......................................................................................................... 10 Installing Oracle HTTP Server (OHS) .......................................................................... 10 Installing Primavera Unifier .............................................................................................. 10 Configuring the Database Server ...................................................................................... 11 Configuring the Oracle Database Server.......................................................................... 11 Configuring the SQL Database Server ............................................................................. 11 Configuring WebLogic for Primavera Unifier ................................................................... 12 Creating a WebLogic Domain for Primavera Unifier ......................................................... 12 Starting and Stopping the Admin Server .......................................................................... 13 Starting the WebLogic Admin Server for Primavera Unifier ......................................... 13
Starting WebLogic on Windows Platforms ..............................................................13 Starting WebLogic on UNIX Platforms ....................................................................14

Stopping the WebLogic Admin Server for Primavera Unifier ........................................ 14


Stopping WebLogic on Windows Platforms.............................................................14 Stopping WebLogic on UNIX Platforms...................................................................14

Installing and Configuring the Reports Server (Optional) ............................................... 15 Installing and Configuring Oracle Maps (Optional).......................................................... 15 Installing Oracle WebCenter Content (Optional) .............................................................. 15 Installing AutoVue Server .................................................................................................. 17 Install AutoVue................................................................................................................. 17 Configuring for AutoVue................................................................................................... 18 Configuring Primavera Unifier ........................................................................................... 19 Configuring Primavera Unifier .......................................................................................... 19 General Tab ................................................................................................................ 19 Repository Tab (WebCenter Content) ......................................................................... 20 Repository Tab (Network File System) ........................................................................ 21 Database Tab (Oracle) ................................................................................................ 22

Unifier Installation and Setup Guide For WebLogic Application Server Database Tab (MS SQL Server).................................................................................. 23 Email Tab .................................................................................................................... 24 Markup Server Tab...................................................................................................... 25 Report Tab .................................................................................................................. 25 Geo Map Tab .............................................................................................................. 26 Saving the Configuration Data ..................................................................................... 26 Starting and Stopping Primavera Unifier .......................................................................... 26 Editing Configuration Data ............................................................................................... 27 Copying the Configuration Data File ................................................................................ 27 Configuring the Web Server .............................................................................................. 29 Oracle HTTP Server (OHS) ............................................................................................. 29 SSL Certificate ............................................................................................................ 30 Data Backup Recommendations ................................................................................. 30 Deploying Primavera Unifier in WebLogic........................................................................ 31 Adding Primavera Unifier as a WebLogic Application....................................................... 31 Launching Primavera Unifier ............................................................................................. 33 Starting Primavera Unifier for the First Time .................................................................... 33 Installing Primavera Unifier Applications .......................................................................... 33 Installing Additional Applications ................................................................................. 35 Upgrading Primavera Unifier ............................................................................................. 37 Appendix A: Service Pack Installation .............................................................................. 39 Appendix B: Archiving ....................................................................................................... 41 Appendix C: Uninstalling the Current Version of Primavera Unifier .............................. 43 Appendix D: Primavera Unifier 9.12 Migration Scenarios ............................................... 45 Migration of 9.9.x to 9.12 Staging Environment ................................................................ 45 Migration of 9.9.x to 9.12 Production Environment ........................................................... 47 Migrating 9.11 to 9.12 Staging Environment .................................................................... 47 Migration of 9.11 to 9.12 Production Environment ............................................................ 49

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 Oracle WebLogic

Primavera Unifier Application/Web Server AutoVue Server Reports Server (Optional) Oracle Maps (Optional) Oracle WebCenter Content (Optional) Install and configure Primavera Unifier components

This guide is intended for IT professionals who are installing and configuring the server environment for Primavera Unifier and who are supporting Primavera Unifier users. For the full list of system requirements and versions, see the Configuration Information document under "Installation and Configuration Documentation" in the Primavera Unifier 9.12 Online Documentation Library on the Oracle Technology Network (OTN). Note: Primavera uDesigner is a companion module to Primavera Unifier and is installed automatically with Primavera Unifier.

In This Section
Contacting Customer Support ................................................................................. 5 Primavera Unifier Overview ....................................................................................... 6 Primavera uDesigner Overview ................................................................................ 6 Primavera Unifier Installation Steps for First Time Install .......................................... 7 Upgrading Primavera Unifier Installation Steps ....................................................... 8

Contacting Customer 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, go to: http://support.oracle.com This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

Unifier Installation and Setup Guide For WebLogic Application Server 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.

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. 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.

Introduction 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 section in this guide. It is recommended that you follow the steps in this order. Note: Before you begin: If you dont 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 Primavera Unifier. Step 2 Configure the Database Server. (This step must be completed before configuring Primavera Unifier; this information will be used later during database configuration within Unifier Configurator.) Step 3 Configure WebLogic for Primavera Unifier. Step 4 Install and configure the Reports Server. (Optional) Step 5 Configure Oracle Maps. (Optional) Step 6 Install Oracle WebCenter Content. (Optional) Step 7 Install AutoVue Server. Step 8 Configure Primavera Unifier. (Change settings using Unifier Configurator)

Unifier Installation and Setup Guide For WebLogic Application Server Step 9 Configure the Web Server. Step 10 Deploy Primavera Unifier in WebLogic. Step 11 Launch Primavera Unifier and install Primavera Unifier applications.

Upgrading Primavera Unifier Installation Steps


See Upgrading Primavera Unifier (on page 37) for details.

Installing Primavera Unifier


This section describes how to:

Install Primavera Unifier In This Section


Prerequisites ................................................................................................................. 9 Installing Primavera Unifier ....................................................................................... 10

Prerequisites
Create an installation account on the server that has full administration privileges. You will need to use this account for maintenance and upgrades. The following are also prerequisites:

Installation of the supported versions of WebLogic, JRockit, and JDK. Installation of the supported version of Oracle HTTP Server (OHS) Installation of an Oracle or Microsoft SQL database
See the Tested Configurations document for the supported versions.

Installing WebLogic
You will need to install WebLogic 11g to deploy Primavera Unifier. For supported version levels, see the Tested Configurations document. Also, consult WebLogics documentation for installation instructions. Visit http://oracle.com/technology/documentation/bea.html. WebLogic JDK WebLogic 11g automatically installs Oracle JRockit and Sun Java 2 JDK version 6.0 for Windows; however, specific versions are supported based on your configuration. For a list of tested configurations for Primavera Unifier, see the Tested Configurations document. These guidelines were current at the time of publication:

You must use a supported version of a JDK. To use JRockit, you must have JRockit for Java SE 6. The Microsoft Windows and Linux

platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For more information, see the Primavera Unifier Media Pack Readme and http://oracle.com/technology/documentation/bea.html.

Unifier Installation and Setup Guide For WebLogic Application Server

Installing JRockit
WebLogic 11g automatically installs Oracle JRockit and Sun Java 2 JDK version 6.0 for Windows; however, specific versions are supported based on your configuration. For a list of tested configurations for Primavera Unifier, see the Tested Configurations document. These guidelines were current at the time of publication:

You must use a supported version of a JDK. To use JRockit, you must have JRockit for Java SE 6. The Microsoft Windows and Linux
platform versions of the Primavera Unifier media pack includes JRockit R28 for Java SE 6. For more information, see the Primavera Unifier Media Pack Readme and http://oracle.com/technology/documentation/bea.html.

Installing Oracle HTTP Server (OHS)


You will need to install the Oracle HTTP server (OHS) to deploy Primavera Unifier. For supported version levels, see the Tested Configurations document. Also, consult the Administrator's Guide for Oracle HTTP Server document for installation instructions. Visit http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm (http://docs.oracle.com/cd/E23943_01/web.1111/e10144/toc.htm).

Installing Primavera Unifier


To install Unifier: 1) Go to Oracle Software Delivery Cloud. 2) Download Primavera Unifier R9.12 for <platform> folder and extract the contents. where: Primavera Unifier R9.12 for <platform> is the name of the media pack 3) Extract the unifier_wl.zip file to a known location, such as C:/Unifier.

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Configuring the Database Server


This section describes how to configure the database server.

In This Section
Configuring the Oracle Database Server ............................................................. 11 Configuring the SQL Database Server ................................................................... 11

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. Note: You can accept the defaults except for the following: Ensure to set encoding to Unicode (UTF-8). 2) Create a user account on the newly created database. For successful Primavera Unifier/uDesigner installation, make sure ample free space (at least 2GB) is available for the default tablespace where the new user will be located. 3) Grant the new user with "connect, resource, create view, and create table" privileges. Note: This information will be 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.

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Unifier Installation and Setup Guide For WebLogic Application Server

Note: You can accept the defaults. 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).

Configuring WebLogic for Primavera Unifier


This section provides topics for configuring WebLogic for Primavera Unifier.

Creating a WebLogic Domain for Primavera Unifier


To create a WebLogic Domain: 1) Run the WebLogic Configuration Wizard. 2) In the Welcome window: a. Select Create a new WebLogic domain. b. Click Next. 3) In the Select Domain Source window, click Next to accept the default selections. 4) In the Specify Domain Name and Location: a. Enter the domain name. b. Enter the domain location. c. Click Next. 5) In the Configure Administrator User Name and Password window: a. Enter the user name and password information. b. Click Next. 6) In the Configure Server Start Mode and JDK window: a. Select Production Mode in the left pane. b. Select an appropriate JDK in the right pane. c. Click Next. 7) In the Select Optional Configuration window: a. Select the Administration Server option. b. Click Next. 8) (Optional) In the Configure the Administration Server window:

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Configuring WebLogic for Primavera Unifier a. Select the SSL enabled option and set the SSL listen port if you are enabling Secure Sockets Layer communication. See http://download.oracle.com/docs/cd/E12840_01/wls/docs103/secmanage/ssl.ht ml for more details on setting SSL for WebLogic. Note: Oracle recommends you always use SSL in a production environment for secure communications. b. Click Next. 9) In the Configuration Summary window, click Create. If given the option, you can click Done now. Otherwise, continue to the next step. 10) If you are using Windows, in the Creating Domain window: a. Select Start Admin Server. b. Click Done. 11) When prompted, enter the administrator user name and password that you entered above.

Starting and Stopping the Admin Server


To deploy the Primavera Unifier application in WebLogic, you will need to start the Admin Server. This section also includes information on stopping your Admin Server.

Starting the WebLogic Admin Server for Primavera Unifier


Follow the instructions below to start the WebLogic Admin Server for Primavera Unifier. Starting WebLogic on Windows Platforms To start WebLogic on Windows: 1) From the Start menu, navigate to the Oracle WebLogic submenu. 2) Choose User Projects, domain, Start Server. 3) If prompted for a user name and password in the WebLogic console window, type in the administrative user name and password you specified when creating the domain. Note: If you turned on the WebLogic precompile option, the WebLogic console displays "Server started in RUNNING mode" when precompiling finishes. For detailed information about turning on precompilation, see your WebLogic Server documentation.

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Unifier Installation and Setup Guide For WebLogic Application Server

Starting WebLogic on UNIX Platforms To start WebLogic on UNIX platforms: 1) Change to the weblogic_home/user_projects/domains/your_domain directory. 2) Run the startWebLogic.sh script. 3) If prompted for a user name and password in the WebLogic console window, type in the administrative user name and password you specified when creating the domain. Note: If you turned on the WebLogic precompile option, the WebLogic console displays "Server started in RUNNING mode" when precompiling finishes. For detailed information about turning on precompilation, see your WebLogic Server documentation.

Stopping the WebLogic Admin Server for Primavera Unifier


When you are finished working in the WebLogic Administration Console, use the instructions below to stop the WebLogic Admin Server for Primavera Unifier. Stopping WebLogic on Windows Platforms To stop WebLogic on Windows: 1) From the Start menu, navigate to the Oracle WebLogic submenu. 2) Choose User Projects, domain, Stop Server. 3) If prompted for a user name and password in the WebLogic console window, type in the administrative user name and password you specified when creating the domain. Note: The WebLogic console window that opened when you started WebLogic will close automatically when it has shutdown.

Stopping WebLogic on UNIX Platforms To stop WebLogic on UNIX platforms: 1) Change to the weblogic_home/user_projects/domain directory. 2) Run the stopWebLogic.sh script. 3) If prompted for a user name and password in the WebLogic console window, type in the administrative user name and password you specified when creating the domain. Note: The WebLogic console window that opened when you started WebLogic will close automatically when it has shutdown.

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Installing and Configuring the Reports Server (Optional)


Consult your Oracle documentation for instructions on installing the Oracle Business Intelligence Publisher 11g Release 1 (11.1.1.6). For configuration information for integrating Unifier and BI Publisher, see the Configuring BI Publisher for Primavera Unifier document.

Installing and Configuring Oracle Maps (Optional)


To configure Oracle Maps, use the Unifier Configurator to complete the fields in the Geo Map tab, and then restart Primavera Unifier. See the section, "Configuring Primavera Unifier," for more information about the Geo Map tab.

Installing Oracle WebCenter Content (Optional)


Consult your Oracle documentation for instructions on installing the Oracle WebCenter. For configuration information for integrating Unifier and WebCenter content, see the Connecting the Content Repository to Primavera Unifier document.

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Installing AutoVue Server


AutoVue installation is mandatory if you plan to use Unifiers Markup feature, also referred to as redlining. When attaching documents to a Business Process form, you can add markups, 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 section includes:

Install steps for AutoVue Configuration for AutoVue In This Section


Install AutoVue .......................................................................................................... 17 Configuring for AutoVue .......................................................................................... 18

Install AutoVue
Proceed as follows to download and install AutoVue: 1) 2) 3) 4) Go to the Oracle Software Delivery Cloud. Select a product pack: Oracle AutoVue. Select the applicable platform: Windows or Linux. Proceed as follows for Linux: a. Select this link: Oracle AutoVue 20.2.1 Media Pack for Linux x86. b. Download Oracle AutoVue 2D Professional 20.2.1 for Linux x86.

5) Proceed as follows for Windows: a. Select this link: Oracle AutoVue 20.2.1 Media Pack for Microsoft Windows (32-bit). b. Download Oracle AutoVue 2D Professional 20.2.1 for Microsoft Windows 32-bit. 6) After download, extract the zip file and go to this directory: \AutoVue_2DPRO_20_2_1\ClientServerDeployment. 7) Run the InstallClientServer.exe and follow the installation wizard steps, but be aware of the following: For authentication mechanism select Configure later (Manual Configuration) For SSL configuration select Configure later (Manual Configuration)

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Unifier Installation and Setup Guide For WebLogic Application Server

Configuring for AutoVue


You do this after you finish downloading and installing AutoVue:

Use the Unifier Configurator to complete the Server internal URL field in General Tab
and to complete the fields in the Markup Server tab. See the section, "Configuring Primavera Unifier," for more information about the General and Markup Server tabs.

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Configuring Primavera Unifier


This section describes how to configure Unifier using Unifier Configurator.

In This Section
Configuring Primavera Unifier ................................................................................. 19 Starting and Stopping Primavera Unifier................................................................ 26 Editing Configuration Data...................................................................................... 27 Copying the Configuration Data File..................................................................... 27

Configuring Primavera Unifier


The Primavera Unifier environment is configured through the Unifier Configurator window. To change settings within Unifier Configurator 1) Open the WebLogic directory inside the Unifier Home folder. 2) Proceed as follows only if the setenv.bat file (if using Wiindows) or the setenv.sh file (if using Linux) was not already edited, as discussed below: Set the domain_home variable to specify the path of the domain home folder that will be used by Unifier. Set the admin url variable to specify host name and port number used by the Unifier domain. Set the java_home variable to specify the java home used by the Unifier domain. Save the file. 3) Run configurator.bat (if using Windows) or configurator.sh (if using Linux). 4) On the Unifier Configurator window, configure the settings for each of the tabs as described in the following topics.

General Tab
Server Type: The setting that defines the mode Unifier server is running.

Set Server Type to Production if this Unifier installation is acting as the Unifier

production environment. Set Server Type to Staging if this Unifier installation is acting as the staging server for testing of business processes and other Unifier designs and configurations.

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Unifier Installation and Setup Guide For WebLogic Application Server

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. Server Internal URL: Enter the internal URL address of this Unifier server (HTTP), including the port number of the application server instance (for example, http://host1.example.com:7001). This URL is used by the BI Publisher and Markup servers to communicate with Unifier. Login Session Timeout: Login Session Timeout is used to control the amount of time a user can be idle before having to log back into Unifier. The unit is seconds. For security reasons, the recommended timeout setting is between 30 minutes and 4 hours. Late Notice Interval: Interval, in minutes, used by the internal job server for notification tasks. The suggested interval is 15 minutes. A very small interval may degrade performance. Max. Concurrent Logins: The setting for the maximum number of concurrent users that can log into the system. The recommended setting is 400. Background Job Disabled: Determines whether the Unifier background job is disabled. OIM/OAM Enabled: Determines whether integration of Primavera Unifier with Oracle Identify and Access Manager is enabled. SSO Logout: Enter the logout URL for Oracle Access Manager Single Sign On Configuration. UPK Help URL: Enter the URL where the User Productivity Kit (UPK) help content is to be hosted (as a generic example, http://servername/contextroot, or as a specific example is http://localhost/unifierupk). Link Help to OTN: Determines whether the Unifier Help links to the Oracle Technology Network (OTN) site.

Repository Tab (WebCenter Content)


This topic applies when you select WebCenter Content for the File Repository field. There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network. File Repository: Select WebCenter Content. WebCenter Content Server Host: This is the IP address of the WebCenter Content server. WebCenter Content Server Port: This is the port of the WebCenter Content server.

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Configuring Primavera Unifier WebCenter Content User: This is the user who will add documents through the API. The user should exist in the WebCenter Content server. WebCenter Content Root Folder: The root folder in WebCenter Content under which all Unifier folders will be created. When no root folder is specified, all folders will be created under "Contribution Folders." Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to see data previously entered. These repositories, in addition to your database, should be backed up regularly. When naming the folders, be sure there are no spaces in the folder names. File Directory: This field is disabled when you select WebCenter Content for File Repository. Caution: These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment. Index Directory: This folder is for index files used in Document Manager search function. Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving" for more information about archiving.) Archive Temp Directory: For temporary archived files. Default value is d:\temp. Report Directory: The pathname where report files are stored. Web Service Audit Directory: This folder stores files for Web Services calls. Dashboard Data Directory: This folder stores the .swf and XML files used with custom dashboards. Log File Directory: The folder where the log files are stored.

Repository Tab (Network File System)


This topic applies when you select Network File System for the File Repository field. There are two data repositories (folders in which Unifier data is stored), which Unifier requires you to configure. There are additional repositories, such as the archive directory for project archiving, that are used with specific features, as described below. These can be located on a local but separate hard drive, or on a mapped drive on your network. File Repository: Select Network File System.

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Unifier Installation and Setup Guide For WebLogic Application Server WebCenter Content Server Host: This field is disabled when you select Network File System for File Repository. WebCenter Content Server Port: This field is disabled when you select Network File System for File Repository. WebCenter Content User: This field is disabled when you select Network File System for File Repository. WebCenter Content Root Folder: This field is disabled when you select Network File System for File Repository. Caution: It is important to plan where these directories are located because they are where Unifier data is stored. Any subsequent upgrade installations need to point to these same two directories in order for Unifier to see data previously entered. These repositories, in addition to your database, should be backed up regularly. When naming the folders, be sure there are no spaces in the folder names. File Directory: Enter (or Browse to) the path where uploaded or attached files are stored. This repository is for storing documents within the Document Manager, such as drawings, plans, Word documents, etc. These files will be available for viewing or attaching to business process forms within Unifier. It also stores imported schedule files. Caution: These files must be on a shared drive that is accessible by other server machines that are operating in a clustering environment. Index Directory: This folder is for index files used in Document Manager search function. Archive Directory: For project archiving capability. Default value is d:\projectArchive. (See "Appendix B: Archiving" for more information about archiving.) Archive Temp Directory: For temporary archived files. Default value is d:\temp. Report Directory: The pathname where report files are stored. Web Service Audit Directory: This folder stores files for Web Services calls. Dashboard Data Directory: This folder stores the .swf and XML files used with custom dashboards. Log File Directory: The folder where the log files are stored.

Database Tab (Oracle)


The information entered in this tab is based on your earlier database and user account creation.

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Configuring Primavera Unifier 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, 1521). User Name: Enter the database login user account name (created in Oracle) to be used by Unifier. The database login user account needs to have sufficient permissions to create tables in order for Unifier to work correctly. User Password: Enter the database login user account password to be used by Unifier. Database Name: This field is not applicable for Oracle. Max. Connections: The setting that defines the maximum connections to the database. The maximum is 400; the recommended maximum is 80 to 100. Min. Connections: The setting that defines the minimum connections that must be connected to the database.

Click Test Connection to verify that the Application server and the database are
connected and communicating. A Test is successful message will popup if test is successful. Two conditions are tested: Ability of Unifier to connect to the database Level of permissions granted to the database login user account

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.

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Unifier Installation and Setup Guide For WebLogic Application Server 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) E-mail Server: Enter the IP address for the outbound SMTP Email Server. This is required. System Notification E-Mail Address: This is the e-mail ID that displays as the "Senders" e-mail address for all e-mails generated by the Unifier system. Example: admin@example.com E-Mail Sender Prefix: Provide the e-mail prefix that will be used in the Senders name whenever e-mail is generated from a user from within Unifier (example: Unifier). Late e-mail notifications will only show the E-mail Sender Prefix. 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. Note: To enable an e-mail address as a hyperlink, use the following format: <a href="mailto:name@example.com">name@example.com</a>

Support E-mail Address: The e-mail address to be used by the mail server as the default system support e-mail. 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. Addresses can be separated by semicolon. License Notification E-mail Address: The e-mail address where Unifier sends licensing notifications, for example, if number of users is exceeded. Addresses can be separated by semicolon. Inbound E-mail protocol: Select the protocol used by the inbound email server that can receive email. The supported protocols are POP3, IMAP, POP3S, and IMAPS.

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Configuring Primavera Unifier Inbound 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. Optionally, you can specify the port number after the server name of IP address, such as example.com:1521. Inbound E-mail Account: Enter the email account to receive response email from the user. Note: To use the project or shell Mailbox, which allows external email messages to be sent to and stored within a central project or shell mailbox, use the following format for the inbound email account. This allows acceptance of inbound emails sent to the system-generated project/shell email addresses: *-inboundemailname@example.com. Be aware that this configuration is needed on the e-mail server, not within the Unifier Configurator. 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


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
BIP Endpoint URL: Enter the BIP Web Services endpoint URL. For example, http://host1.example.com:1521 BIP User Name: Enter the user name created for the BI Publisher server. BIP Password: Enter the password for the BI Publisher user. BIP Data Source: Enter the JDBC data source name that was entered when the JDBC Data Source BI Publisher BIP Report folder: The folder under the default location in the BI Publisher catalog. Reports reside in this folder based on company registry.

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Unifier Installation and Setup Guide For WebLogic Application Server

Note: The values used in the BIP User Name, BIP Password, BIP Data Source, and BIP Report folder fields are the same as those created when using the Configuring BI Publisher for Primavera Unifier document.

Geo Map Tab


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

Saving the Configuration Data


You must save your configuration data to a configuration file. To save the configuration data:

From the Unifier Configuration window, click File and select Save.
Note: You need to restart Primavera Unifier for the changes to be operative.

Starting and Stopping Primavera Unifier


After a new installation, Primavera Unifier must be stopped before you can make any changes to the configuration settings. Be sure to restart it afterward. To start the Primavera Unifier application in WebLogic: 1) Open the WebLogic directory within the Unifier Home folder. 2) Run the startup.bat file (if using Windows) or the startup.sh file (if using Linux). 3) If prompted, enter the WebLogic user name and password. To stop the Primavera Unifier application in WebLogic: 1) Open the WebLogic directory within the Unifier Home folder. 2) Run the stop.bat file (if using Windows) or the stop.sh file (if using Linux). 3) If prompted, enter the WebLogic user name and password.

26

Configuring Primavera Unifier

Editing Configuration Data


If you need to make changes to the configuration data, you must stop Primavera Unifier first, and then restart after making changes. To edit configuration data 1) Follow the above steps to stop Primavera Unifier. 2) In the WebLogic directory within the Unifier Home folder, locate the configurator.bat file (if using Windows) or the configurator.sh file (if using Linux). 3) Run configurator.bat (if using Windows) or configurator.sh (if using Linux). 4) Make necessary configuration changes, and then click File > Save. 5) Restart Primavera Unifier.

Copying the Configuration Data File


The configuration data for the Configurator is stored automatically under the installation folder in the weblogic/configurator/bluedoor.properties file. If at some point it becomes necessary, you can transfer the configuration settings from one environment to another by copying the configuration data file.

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Configuring the Web Server


This section describes how to configure the web server. It provides instructions that pertain to the Oracle HTTP Server (OHS).

In This Section
Oracle HTTP Server (OHS) ......................................................................................... 29

Oracle HTTP Server (OHS)


Proceed as follows after you have completed the installation. Unless otherwise stated, this procedure applies to both Windows and Linux systems: 1) Modify the $ORACLE_INSTANCE/ config/ OHS/ ohs1/httpd.conf file as follows: a. Change the default listen port from 7777 to 80. Note: Before making the above change, disable or turn-off any other application that is using port 80 (such as IIS or Windows). b. Add settings after DocumentRoot as follows: DocumentRoot <Unifier_Home>/apps/ROOT c. Add parameters between <Directory ></Directory> so it appears as follows: <Directory "<Unifier_Home>/apps/ROOT"> Options Indexes Includes FollowSymLinks AllowOverride None Allow from all Order allow,deny DirectoryIndex index.html </Directory> Note: <Unifier_home> is the unifier installation directory. 2) Add the following to the $ORACLE_INSTANCE/ config/ OHS/ ohs1/mod_wl_ohs.conf file: <Location /> SetHandler weblogic-handler WebLogicHost localhost WeblogicPort 7001

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Unifier Installation and Setup Guide For WebLogic Application Server </Location> Note: For WebLogicHost: weblogic host and WeblogicPort: weblogic port, modify these entries under <Location /> as necessary. 3) This step applies only if you are using Windows: a. Use opmn to restart the OHS server. b. You have completed this procedure. 4) This step applies only if you are using Linux: Note: On a Linux system, the TCP/IP port numbers below 1024 are special because only processes with root privileges are allowed to listen on those ports. a. Change to the root user. Navigate to ORACLE_HOME/ohs/bin (for ex: C:\Middleware\Oracle_WT1\ohs\bin) and run the following commands: chown root .apachectl chmod 6750 .apachectl Note: Be sure to enter .apachectl, not apachectl. b. Exit as the root user. c. Change the OHS Listen Port in the $ORACLE_INSTANCE/ config/ OHS/ ohs1/httpd.conf file from 7777 to 80. d. Add or uncomment the User and Group directives in the httpd.conf file. Set them to the user and group that were used to install and configure Oracle Fusion Middleware. e. On the Unix operating system, ensure the user and group in the httpd.conf file are set to the user and group who performed the installation (for example, User jsmith, and Group jsmith). f. Use opmn to restart the OHS server.

SSL Certificate
Primavera Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL) Certificate is optional.

Data Backup Recommendations


We recommend that Primavera Unifier data be incorporated into your company backup procedures. Primavera Unifier data is stored in two places:

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Deploying Primavera Unifier in WebLogic

Unifier database Files Repository


These repositories need to be backed up regularly.

Deploying Primavera Unifier in WebLogic


Follow the instructions below to deploy Primavera Unifier into the WebLogic domain.

Adding Primavera Unifier as a WebLogic Application


To add Primavera Unifier as a WebLogic application: 1) Open the WebLogic directory inside the Unifier Home folder. 2) Edit the setenv.bat file (if using Wiindows) or the setenv.sh file (if using Linux) as follows: Set the domain_home variable to specify the path of the domain home folder that will be used by Unifier. Set the admin url variable to specify host name and port number used by the Unifier domain. Set the java_home variable to specify the java home used by the Unifier domain. 3) Save the file.

4) Run the startup.bat file (if using Windows) or the startup.sh file (if using Linux). 5) Run the deploy.bat file (if using Windows) or the deploy.sh file (if using Linux). 6) When prompted, enter the WebLogic user name and password. The deployment deploys the Unifier application in WebLogic using the variables set in the setenv file. Note: This process may take several minutes. When the script finishes, the Unifier application is running.

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Launching Primavera Unifier


This section describes how to:

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

In This Section
Starting Primavera Unifier for the First Time ............................................................ 33 Installing Primavera Unifier Applications ................................................................ 33

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 subsection describes the procedure for installing Primavera Unifier applications for your company. These procedures are to be performed by the Site Administrator. Note: Before performing this procedure, ensure that the required Primavera Unifier Application(s), for example Primavera Capital Planning, are downloaded from eDelivery, unzipped, and stored locally.

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Unifier Installation and Setup Guide For WebLogic Application Server When you log in as the Site Administrator, Primavera Unifier shows you the Home tab in Administration Mode. 1) In the left Navigator, click the Applications node. Primavera Unifier displays an install panel on the right side of the window. 2) Click the Install button. Primavera Unifier displays the Install Primavera Unifier Application window. Use the information in the table below to complete this window. 3) Click Install.
In this field: Do this:

Application File

Browse to where the applications are stored and select the application you want to install. Note that you should point to the .zip file and that .zip file does not need to be previously extracted. Enter the name of the company. Enter a one-word short name, up to 8 characters. The Short Name is a unique, one-word abbreviated form of your company name, and is used throughout Primavera Unifier in place of the company name. (For example, when importing Primavera uDesigner-created business processes, and on logs that identify partner companies.) Enter the default currency that will be used by the company. Enter the company administrators email address Enter the number of users who will be licensed to use the application. Identify the address you are entering, such as Headquarters, Billing Office, or Satellite Office. Enter the company address. Enter the city for the address. Enter the state or province for the address. Enter the zip code for the address. Enter the country or region for the address. Enter the company administrators user name. Default is ootbadmin. This user name will be automatically added to the Company Administrators group. Note that the ootbadmin user by default gets all the permissions for the new designs or new modules. Essentially

Name Short Name

Currency Contact Email Licensed Users Address Type Address City State/Province Zip Country/Region Admin Login Username

34

Launching Primavera Unifier

In this field:

Do this:

this user that is company administrator will have all the permissions across the company and projects. However, we strongly recommend that this user be used as only Company Administrator and not as a Project User. Password Confirm Password Enter the administrators password. Re-enter the password.

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 "Contacting Customer Support."

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Upgrading Primavera Unifier


This topic provides direction for upgrading to the latest version of Primavera Unifier.

First, you should follow your companys 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. Then proceed to Appendix D: Primavera Unifier 9.12 Migration Scenarios (on page 45).

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Appendix A: Service Pack Installation


To obtain the applicable service pack, go to Oracle Support. Then use the Readme associated with the service pack for instructions about how to apply the service pack.

39

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 "Repository Tab." Archiving Projects The archiving process captures project data and creates .csv files for all records, including business processes, tasks, documents, attachments, users, groups. Note: In order to archive projects, you must have "Archive" permission as a Hosting Company user. (This permission is found under Projects (Standard) in Access Control or the Permissions tab of the Edit User/Group window; company must be Hosting Company.) To archive projects: 1) 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.

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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. Complete the procedure that applies to your site:

Uninstalling Unifier Versions Earlier than 9.12 Uninstalling Unifier Version 9.12
Uninstalling Unifier Versions Earlier than 9.12 To prepare for the uninstall: 1) Stop the Unifier Service on all machines within the environment (including a cluster environment if it exists). 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. Uninstalling Unifier Version 9.12 To undeploy Unifier from within WebLogic: 1) Open the WebLogic directory within the Unifier Home folder. 2) Run the undeploy.bat (if using Windows) or undeploy.sh file (if using Linux). Note: WebLogic needs to be running for the undeploy to successfully complete. 3) When prompted, enter the WebLogic user name and password.

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Appendix D: Primavera Unifier 9.12 Migration Scenarios


This appendix provides the following procedures to migrate to Unifier 9.12:

Migration of 9.9.x to 9.12 Staging Environment Migration of 9.9.x to 9.12 Production Environment Migrating 9.11 to 9.12 Staging Environment Migration of 9.11 to 9.12 Production Environment Note: Unifier 9.9.1 is the minimum Unifier version that is eligible for the Unifier 9.12 upgrade.

Proceed as follows if want to migrate to Unifier 9.12:

If your site uses a 9.9.x version of Unifier, then perform these procedures in this order:

Migration of 9.9.x to 9.12 Staging Environment (on page 45) Migration of 9.9.x to 9.12 Production Environment (on page 47)

If your site uses a 9.11 version of Unifier, then perform these procedures in this order:
Migrating 9.11 to 9.12 Staging Environment (on page 47) Migration of 9.11 to 9.12 Production Environment (on page 49)

In This Section
Migration of 9.9.x to 9.12 Staging Environment ..................................................... 45 Migration of 9.9.x to 9.12 Production Environment ............................................... 47 Migrating 9.11 to 9.12 Staging Environment .......................................................... 47 Migration of 9.11 to 9.12 Production Environment................................................ 49

Migration of 9.9.x to 9.12 Staging Environment


If you are on one of the 9.9.x versions of Unifier and want to migrate to Unifier 9.12, perform the following procedure as well as the next in "Migration of 9.9.x to 9.12 Production Environment." Completing this and the next procedure builds both the Unifier 9.12 Staging and the Unifier 9.12 Production environments. Both environments are then ready to use. Proceed as follows to migrate from 9.9.x to the 9.12 Staging environment: 1) Prepare a new database for 9.12 with a database import from the 9.9.x Production database.

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Unifier Installation and Setup Guide For WebLogic Application Server 2) Prepare the 9.12 Unifier environment with the Production configuration, and connect it to the new database created in the previous step. 3) Perform data migration on the 9.12 Unifier environment. This includes running the End-Of-Migration target on this 9.12 Unifier environment. Proceed as follows to do this: a. On the Application Server, open a browser and type this URL in the Address bar: http://localhost:7001/bp/localhost/migration/log, the following Unifier Migration log window opens. b. Run the migration script: Note: If there are any data migration targets listed in the log window, then you must run all the listed data migrations before finally executing the End of Migration step. - Select End of Migration and click Run. - Click Yes to confirm. A window opens notifying you that the migration was completed successfully. c. Close the browser. The run date on the migration log will update after a successful migration. Log in to this 9.12 Unifier environment as company administrator and navigate to Administration Mode-> uDesigner. Verify that all the designs were successfully migrated. A design was not successfully migrated if the Version field has a value of -1 and the id field has a value in square brackets [ ]. Proceed as follows if you see any instance that did not migrate successfully: a. Do not work with this system and save the current Unifier log file which will be used to identify the issues. b. Contact Oracle Support. Oracle Support will identify the problems and may recommend updating the current production environment (9.9.x) to have those designs brought to a stage where they are suitable for 9.12. c. You may need to repeat the previous steps in this procedure if you need to apply any updates to the current production environment (9.9.x). If there are no errors, reconfigure the application server to Staging. This is your new 9.12 staging environment. As a company administrator, you might want to disable most of the production users in the new staging environment. Note: During the preparation of Staging and Production environments, do not do any design updates on the production environment. Proceed to Migration of 9.9.x to 9.12 Production Environment (on page 47).

4) 5)

6)

7) 8)

46

Appendix D: Primavera Unifier 9.12 Migration Scenarios

Migration of 9.9.x to 9.12 Production Environment


Perform this procedure after you finish the procedure in Migration of 9.9.x to 9.12 Staging Environment (on page 45). When you complete the following procedure, both the Unifier 9.12 Staging and the Unifier 9.12 Production environments are built and ready to use. Proceed as follows to migrate from 9.9.x to the 9.12 Production environment: 1) Upgrade the current Unifier production environment from 9.9.x to 9.12. 2) Perform data migration on the 9.12 Unifier production environment. This includes running the End-Of-Migration target on this 9.12 Unifier environment. Proceed as follows to do this: a. 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. b. Run the migration script: Note: If there are any data migration targets listed in the log window, then you must run all the listed data migrations before finally executing the End of Migration step. - Select End of Migration and click Run. - Click Yes to confirm. A window opens notifying you that the migration was completed successfully. c. Close the browser. The run date on the migration log will update after a successful migration. 3) Log in to this 9.12 Unifier environment as company administrator and navigate to Administration Mode-> uDesigner. 4) Verify that all the designs were successfully migrated. It is assumed that no errors occur because any errors should have been identified while building the 9.12 Unifier Staging environment. Note: During the preparation of Staging and Production environments, do not do any design updates on the production environment.

Migrating 9.11 to 9.12 Staging Environment


If you are on the 9.11 version of Unifier and want to migrate to Unifier 9.12, perform the following procedure as well as the next in "Migration of 9.11 to 9.12 Production Environment."

47

Unifier Installation and Setup Guide For WebLogic Application Server Completing this and the next procedure builds both the Unifier 9.12 Staging and the Unifier 9.12 Production environments. Both environments are then ready to use. Proceed as follows to migrate from the 9.11 to the 9.12 Staging environment: 1) Prepare a new database for 9.12 with a database import from the 9.11 Production database. 2) Prepare the 9.12 Unifier environment with the Production configuration, and connect it to the new database created in the previous step. 3) Perform data migration on the 9.12 Unifier environment. This includes running the End-Of-Migration target on this 9.12 Unifier environment. Proceed as follows to do this: a. On the Application Server, open a browser and type this URL in the Address bar: http://localhost:7001/bp/localhost/migration/log, the following Unifier Migration log window opens. b. Run the migration script: Note: If there are any data migration targets listed in the log window, then you must run all the listed data migrations before finally executing the End of Migration step. - Select End of Migration and click Run. - Click Yes to confirm. A window opens notifying you that the migration was completed successfully. c. Close the browser. The run date on the migration log will update after a successful migration. 4) Log in to this 9.12 Unifier environment as company administrator (ootbadmin) and navigate to Administration Mode-> uDesigner. 5) Verify that all the designs were successfully migrated. A design was not successfully migrated if the Version field has a value of -1 and the id field has a value in square brackets [ ]. 6) Proceed as follows if you see any instance that did not migrate successfully: a. Do not work with this system and save the current Unifier log file which will be used to identify the issues. b. Contact Oracle Support. Oracle Support will identify the problems and may recommend updating the current production environment (9.11) to have those designs brought to a stage where they are suitable for 9.12. c. You may need to repeat the previous steps in this procedure if you need to apply any updates to the current production environment (9.11). 7) If there are no errors, reconfigure the application server to Staging.This is your new 9.12 staging environment. 8) As a company administrator, you might want to disable most of the production users in the new staging environment.

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Appendix D: Primavera Unifier 9.12 Migration Scenarios

Notes: During the preparation of Staging and Production environments, do not do any design updates on the production environment. If you want to bring in designs from the 9.9.x Staging environment, you can do so only by using the XML Design Export and Import mechanism, which will be available on 9.9.x and 9.11 uDesigner.

Proceed to Migration of 9.11 to 9.12 Production Environment (on page 49).

Migration of 9.11 to 9.12 Production Environment


Perform this procedure after you finish the procedure in Migrating 9.11 to 9.12 Staging Environment (on page 47). When you complete the following procedure, both the Unifier 9.12 Staging and the Unifier 9.12 Production environments are built and ready to use. Proceed as follows to migrate from 9.11 to the 9.12 Production environment: 1) Upgrade the current Unifier production environment from 9.11 to 9.12. 2) Perform data migration on the 9.12 Unifier production environment. This includes running the End-Of-Migration target on this 9.12 Unifier environment. Proceed as follows to do this: a. 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. b. Run the migration script: Note: If there are any data migration targets listed in the log window, then you must run all the listed data migrations before finally executing the End of Migration step. - Select End of Migration and click Run. - Click Yes to confirm. A window opens notifying you that the migration was completed successfully. c. Close the browser. The run date on the migration log will update after a successful migration. 3) Log in to this 9.12 Unifier production environment as company administrator (ootbadmin) and navigate to Administration Mode-> uDesigner. 4) Verify that all the designs were successfully migrated. It is assumed that no errors occur because any errors should have been identified while building the 9.12 Unifier Staging environment.

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Unifier Installation and Setup Guide For WebLogic Application Server

Notes: During the preparation of Staging and Production environments, do not do any design updates on the production environment. If you want to bring in designs from the 9.9.x Staging environment, you can do so only by using the XML Design Export and Import mechanism, which will be available on 9.9.x and 9.11 uDesigner.

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