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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
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
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.
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.
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.
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.
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.
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In This Section
Configuring the Oracle Database Server ............................................................. 11 Configuring the SQL Database Server ................................................................... 11
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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).
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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.
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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 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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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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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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In This Section
Configuring Primavera Unifier ................................................................................. 19 Starting and Stopping Primavera Unifier................................................................ 26 Editing Configuration Data...................................................................................... 27 Copying the Configuration Data File..................................................................... 27
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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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.
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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.
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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.
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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
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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.
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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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.
From the Unifier Configuration window, click File and select Save.
Note: You need to restart Primavera Unifier for the changes to be operative.
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In This Section
Oracle HTTP Server (OHS) ......................................................................................... 29
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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.
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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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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
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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
Currency Contact Email Licensed Users Address Type Address City State/Province Zip Country/Region Admin Login Username
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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.
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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 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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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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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.
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
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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)
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7) 8)
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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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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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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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