Primavera Unifier 9.9.1
First Time User Setup Guide

 

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Revision 09/12

Contents

INTRODUCTION

About Configuring Your System for Primavera Unifier

Client Hardware & Software Requirements

3rd Party Applications and Primavera Unifier plug-ins

Customer Support Contact Information

CONFIGURING THE IE BROWSER

Verify Internet Explorer Version

Internet Explorer Settings

Quick Start Settings

Configure General Internet Options

Configure Security Settings

Configure Privacy Settings

Configure Advanced Settings

SETTING UP PRIMAVERA UNIFIER FOR THE FIRST TIME

Username and Password

Log into Primavera Unifier

Forgot Password

Security Warnings

Examples of Security Warnings

Online Help and User and Admin Guides

File Viewer and File Transfer Options

File Viewer Option

File Transfer Option

Select File Viewer and File Transfer Options

Download and Install Java and Primavera Unifier File Transfer Application  

 

Introduction

This document explains how to configure your computer for use with Primavera Unifier and uDesigner. You may need to have Administrator privileges on the local machine before you can install certain plug-ins. Always review this information with your IT department.

About Configuring Your System for Primavera Unifier

Primavera Unifier runs in an Internet Explorer browser window. This document outlines the settings within Internet Explorer that need to be configured in order for Primavera Unifier to run successfully. This setup must be performed for each computer on which you will be running Primavera Unifier. In addition, this document helps you to log on and get started using Primavera Unifier for the first time.

Client Hardware & Software Requirements

 The following are the minimum Primavera Unifier user software and hardware requirements.

Browser

Internet Explorer 7, 8 or 9

Operating System

Windows® XP SP2 or SP3, Vista, or Windows 7

Display

1024x768

CPU

1.4 GHz or greater

Connection

T1 or DSL (recommended minimum 768 kbps)

RAM

1024 MB/ 1 GB or greater

3rd Party Applications and Primavera Unifier Plug-ins

Depending on the Primavera Unifier modules you will be using and your preference settings, you may require additional third party applications or Primavera Unifier plug-in applications. Consult with your IT department for more information about installing third party applications.

Application

Unifier functionality

Notes

Adobe Acrobat (or other PDF writer)

To create PDF files if you are uploading custom help files for business processes

Supported versions: 9 and 10.

Adobe Acrobat Reader

To view PDF files generated by Unifier (e.g., scheduled reports, BP records printed to PDF, etc.)

Supported versions: 9 and above.

Available for free download from www.adobe.com.

Adobe Flash Player

View Custom Dashboard .swf files and earned value graphs

Supported version: 9, 10.x and 11.x. Available for free download from www.adobe.com.

Adobe LiveCycle Designer ES2

Custom Print - Used to create form and document templates using advanced XML schemas.

Supported versions: ES2 and ES3

Available for free download from www.adobe.com.

AutoCAD

To work with drawings in the Space Manager; to install uCAD

Supported versions: 2007, 2008, 2010, 2011

Autodesk Design Review

To view drawing files in the Space Manager

Supported version: 2011, 2012

AutoVue

To use the AutoVue viewer for graphic markups of documents within Unifier

Supported version: 19.7.2 (Web Version)

Blackberry

To run the Unifier Mobile application on a Blackberry

Supported versions: 7100i, 7520; “Curve™” models 8300, 8310, 8330; “Pearl™” models 8110, 8130

Client Operating System

To run:
§ Primavera Unifier & uDesigner

§ uCAD

§ Primavera Unifier & uDesigner supported versions: Windows® 2000, XP®, Vista and Windows 7

§ uCAD supported versions: Windows XP and Windows 7

Internet Explorer

To run Primavera Unifier and uDesigner

Supported versions: IE 7.0, IE 8.0, IE 9.0

Java

(Java SE Runtime Environment)

(formerly known as JRE)

 

 

§ To use the Intermediate or Advanced File Transfer option. For more information, see File Transfer Option

Java is available as a free download.

Supported versions: 6 up to Update 31.

For download information and supported version numbers, see Download and Install JRE and Unifier File Transfer Application.

Microsoft Excel

Can be used to create .CSV files for data import and export

Supported versions: 2003 and 2007

Microsoft Project

MS Project schedule files upload directly into the Schedule Manager.

Supported versions: 2003, 2007 and 2010

Microsoft Word

§ Design & Run SmartForms

§ Design & Run Custom Print for business processes

 

§ Supported versions for template creation: 2003 Professional and 2007 (prior to SP2)

§ Supported versions for use at runtime: 2003 and 2007 (prior to SP2)

Oracle Primavera

Primavera schedule files integrate into the Schedule Manager via web services.

Supported versions: P5, P6 [v6.1, v6.2 & v7]

File Transfer application

For use with the Advanced File Transfer option

Primavera Unifier application. Available from Support window within Unifier. Latest version: 3.5.3.

SmartForms application

A Word plug-in for use with SmartForms

Primavera Unifier application. Available from Support window within Unifier. Latest version: 9.3.

uCAD

An AutoCAD plug-in for use with the Space Manager

Primavera Unifier application. Available from Support window within Unifier. Latest version: 9.8.

uClient Configurator

Works with uCAD and SmartForms applications

Primavera Unifier application. Automatically installed with uCAD or SmartForms application. Latest version: 9.8.

Unifier Mobile application

A Blackberry application for Unifier reporting on a Blackberry

Primavera Unifier application. Available from Support window within Unifier. Latest version: 9.4.

 

Customer Support Contact Information

Where to Get Support
If you have a question about using Oracle products that you or your network administrator
cannot resolve with information in the documentation or help, click support.oracle.com. This
page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

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

 

Configuring The IE Browser

This section discusses how to setup Internet Explorer on your computer for use with Unifier. These settings are required in order for Unifier to run properly.

When you have finished configuring the computer, log out of Unifier and close the browser completely in order for the new settings to take effect.

Verify Internet Explorer Version

Unifier supports Internet Explorer version 7, 8 and 9.

To verify your Internet Explorer version

1        Open Internet Explorer.

2        From the browser menu bar, click Help and choose About Internet Explorer.  

3        Verify your browser version. 

 

 

If you do not have a supported version of Internet Explorer installed, contact your company administrator.

Note: If the menu bar is not displayed, right-click in an empty portion of the toolbar and select Menu Bar.

 

Internet Explorer Settings

Internet Explorer setup is performed in the Internet Options window. The following procedures describe the settings for the Internet Options window.

To access the Internet Explorer Internet Options window

1        Open the Internet Explorer browser window.

2        Click the Tools menu and select Internet Options. The Internet Options window opens.

Quick Start Settings

These tables summarize the settings in the Internet Options window. For details about each of these settings, see the procedures that follow.

IE 7, 8, 9 Settings: Internet Options window Settings: Internet Options window

In this tab

Do this

And choose this setting

General

Under Browser History, click the Settings button to open the Settings window.

§   Choose Every time I visit the webpage

§   Disk space to use: 1000 MB or higher

 

Under Browsing History, click the Delete button to open the Delete Browsing History window.

For IE7: Under Temporary Internet Files, click the Delete Files button.

For IE8 and 9: Select Temporary Internet files and click Delete.

(do this regularly to clear the cache)

 

Under Tabs, click the Settings button.

Choose Let Internet Explorer decide how pop-ups should open

Security

For the "zone," do one of the following:

§   To apply these settings to all web pages, click Internet.

§   To apply these settings only to those sites that you specify as a trusted site, click Trusted Sites. Click the Sites button and add, for example,"*.skire.com" as a Trusted Site.

Click the Custom Level button to open the Security Settings window.

Scroll down the list and choose the following settings:

§   Automatic prompting for file downloads: Enable

§   File download: Enable

§   Allow websites to open windows without address or status bars: Enable

§   Display mixed content: Enable or Prompt

§   Use Pop-up Blocker: Enable

At the bottom of the window:

§   Reset custom settings/ Reset to (dropdown menu): select Medium

Privacy

On the Privacy tab:

§   Move the Privacy Settings slider to Medium

§   Under Pop-up Blocker, select Turn on Pop-up Blocker

 

Click the Settings button to open the Pop-up Blocker Settings window.

§   In Address of website to allow: type for example,"*.skire.com" and click Add

§   Filter level: set to Medium: Block most automatic pop-ups

Advanced

On the Advanced tab:

Scroll down the list and do the following:

§   Select Empty Temporary Internet Files Folder when browser is closed

§   Deselect Do not save encrypted pages to disk

§   Select Enable Integrated Windows Authentication

§   Select Use SSL 2.0

§   Select Use SSL 3.0

§   Select Use TLS 1.0

Configure General Internet Options

This section discusses the settings in the General tab of the Internet Options window.

Temporary Internet File Settings

When you open a web page, a copy of it is stored in the Temporary Internet Files folder on your hard drive. This increases the speed at which previously viewed pages are displayed.

In the procedures below, the first setting enables Internet Explorer to always check a website for the latest version of previously visited pages that may still remain in the Temporary Files folder. This ensures that the latest content is viewed if a previously stored page has been updated.

The second setting describes how to specify how much disk space to allocate for the Temporary Internet Files folder. Generally, the more disk space you allot to the folder, the more pages can be stored on your hard disk. This can result in better performance when using Primavera Unifier.

Note: The recommended minimum setting is 1000 MB (1 GB).

To check for newer versions of stored pages

  ·        IE 7, 8 and 9: In the General tab of the Internet Options window, Browser History section, click the Settings button. In the Temporary Internet Files and History Settings window, choose “Every time I visit the webpage” and click OK.

To specify size of temporary internet files folder

In the Settings window, set the disk space setting to at least 1000 MB (recommended) or higher.

 

IE 7, 8, 9

Delete the Temporary Internet Files Cache

If the Temporary Internet File folder is not emptied regularly of old files, over time, this can slow or interfere with the operation of the browser. Deleting cookies and your cache of temporary files regularly is highly recommended.

Note: If you encounter problems, deleting these temporary files is the first thing you should try.

To delete the temporary internet files cache

·       IE 7: In the General tab of the Internet Options window, click the Delete button under Browsing History. The Delete Browsing History window opens. Click the Delete files button, then click Yes to confirm. Close the Browsing History window.

·       IE 8, 9: In the General tab of the Internet Options window, click the Delete button under Browsing History. The Delete Browsing History window opens. Select Temporary Internet files and click Delete.

IE 7 (IE 8 and 9 not shown)

Pop-up Window Display (IE 7, 8, 9)

This setting helps ensure the Unifier pop-up windows display correctly in IE tabs.

To ensure correct pop-up window display

1        In the General tab of the Internet Options window, Tabs section, click the Settings button. The Tabbed Browsing Settings window opens.

2        Choose “Let Internet Explorer decide how pop-ups should open” and click OK.

 

Configure Security Settings

Security Level and other security settings are configured in the Security Settings window.

Note: These settings can be done in the "Internet" or "Trusted Sites" zones. If you make these settings in the Internet zone, then they will apply to all web pages that you visit. If you make them in the Trusted Sites zone, the settings will apply only to those sites that you specify as a trusted site (ask your company administrator for these sites). Vista users may prefer to use Trusted Sites zone and disable "Protected Mode," which can interfere with some Primavera Unifier functions. If you are using Trusted Sites, you may want to consider adding other sites that you might access through Primavera Unifier, such as a webcam address accessed through a dashboard.

To set Security Settings for all web pages you visit

1        In the Internet Options window, click the Security tab.

2        Click Internet as the “zone” at the top of the tab.

3        Click the Custom Level button. The Security Settings window opens. (Note the window title is Security Settings - Internet Zone.)

 

 

Security Settings window for Internet Zone

To set Security Settings for Unifier as a Trusted Site

1        In the Internet Options window, click the Security tab.

2        Click Trusted Sites as the “zone” at the top of the tab.

3       Add for example,"*.skire.com" as a Trusted Site:

·       Click the Sites button. The Trusted Sites window opens.

·       Be sure the "Require server verification (https:) for all sites in this zone" checkbox is NOT selected.

·       Enter, for example,"*.skire.com" in the "Add this website to the zone" field, then click the Add button.

·       Click the Close button to close the Trusted sites window.

Add Trusted Sites

Note: If you are running Vista or Windows 7, it is recommended that you deselect the "Enable Protected Mode" checkbox in the Security tab. Protected Mode can interfere with some Unifier functions. (This will require you to close and restart your IE browser for the setting to take affect).

3       In the Security tab, click the Custom Level button. The Security Settings window opens. (Note the window title is Security Settings - Trusted Sites Zone.)

Security Settings window for Trusted Sites Zone

 

To set security level

In the Security Settings window (Internet Zone or Trusted Sites Zone), click the Reset to: dropdown menu and select Medium.

Enable File Downloads

The following setting is needed for successful file downloads from Unifier.

To enable file downloads

In the Security Settings window, scroll down to “Automatic prompting for file downloads” and "File download." Choose Enable for both options.

Open Windows without Address or Status Bars (IE 7, 8, 9)

This setting allows IE 7 to display Primavera Unifier windows without address and status bars at the top and bottom of the window. This setting is optional, but recommended.

To allow opening windows without address or status bars

In the Security Settings window, scroll down to “Allow websites to open windows without address or status bars” and choose Enable.

IE 7, 8, 9

Control Mixed Content Prompts

Primavera Unifier shells and business processes support the display of online maps if geocoding is enabled for them. These maps are generated from online data and are considered in the browser as nonsecure content. If Primavera Unifier is running on a secure connection the generation of these maps can produce a prompt each time you open the shell or form that uses the mapping feature:

"This page contains both secure and nonsecure items. Do you want to display the nonsecure items? Yes/No" (Click Yes to view maps.)

You can control whether these prompts appear.

To display secure and nonsecure content on the same page

In the Security Settings window, scroll down to “Display mixed content" and choose one of the following:

·        If you choose Enable, you will no longer be prompted, and the mapping will display (recommended)

·        If you choose Prompt, the system will prompt you each time you open a shell or form with mapping enabled

·        If you choose Disable, you will not be able to view maps in Unifier (not recommended)

Enable Internet Explorer Pop-up Blocker

Third party pop-up blockers can cause problems in Primavera Unifier. However, the Internet Explorer pop-up blocker setting must be enabled.

To enable the pop-up blocker

In the Security Settings window, scroll down to “Use Pop-up Blocker” and choose Enable.

Configure Privacy Settings

Some third party applications include pop-up blockers that are turned on by default. Pop-up blockers prevent browser pop-up windows (such as advertisements) from functioning as you navigate the Internet. Yahoo and AOL Instant Messenger are examples of applications that include pop-up blockers.

Blocking all pop-ups will interfere with the operation of Primavera Unifier because it employs pop-up windows for some operations such as document markups and reports, for example. You must disable these pop-up blockers while using Primavera Unifier.

The Internet Explorer pop-up blocker can be employed with the following settings. Pop-up blocker and other privacy settings are configured in the Privacy tab of the Internet Options window.

Configure Privacy Setting and Pop-up Blocker Settings

To set privacy setting to Medium

1        In the Internet Options window, click the Privacy tab.

2        Move the Privacy Setting slider to Medium.

 

To allow Unifier pop-ups when Windows XP pop-up blocker is enabled

1        In the Internet Options window Privacy tab, select the checkbox “Turn On Pop-up Blocker” (IE 7, 8, 9).

2        Click the Settings button. The Pop-up Blocker Settings window opens.

3        Enter *.skire.com in the “Address of Web site to allow” text box and click Add. This will allow pop-ups from any server from the skire.com domain.

4        Set the Filter Level to “Medium: Block most automatic pop-ups.”

5        Click Close to close the Pop-up Blocker Settings window.

Configure Advanced Settings

The following procedures describe configuring security settings, and how to configure the settings for Java. Be sure you have already installed Java.

Java Settings (IE 7)

To enable the use of the Intermediate and Advanced File Transfer Options, you need to deselect the following option. If you will be running Custom Reports (i.e., Crystal Reports) in Unifier, you will need to select this option.

To set Java (JRE) options (IE 7)

Note: Skip this section if you have IE 8 and 9.

1        Make sure you have installed Java.

2        In the Internet Explorer Internet Options window, click the Advanced tab.

3        Scroll down about half way and deselect (for Intermediate or Advance File Transfer Options) or select the following option:

“Use JRE [version no.] for <applet>” (The version number may vary; you will need to restart the browser after setup before the setting will take affect.)

Note: Deselecting this setting does not disable the J functionality; it only ensures that the user is not forced to always use it for other Unifier functions.

IE 7

Automatically Delete Cache of Temporary Internet Files

If you do not want to manually delete the cache of temporary internet files, you can set the option to have the files automatically deleted every time you close IE.

To automatically empty the temporary Internet files

1        In the Internet Options window, Advanced tab, scroll down to the Security section.

2        Select the “Empty Temporary Internet Files Folder when browser is closed” checkbox.

3        Deselect “Do not save encrypted pages to disk”.

Ensure Proper Window Sizing

This setting enables Unifier windows to display properly.

To ensure proper window sizing

1        In the Internet Options window, Advanced tab, scroll down to the Security section.

2        Select the “Enable Integrated Windows Authentication” checkbox (requires restart of the browser window). (See above illustration.)

Confirm Security Settings

Confirm that the following security settings are configured. (See your IT Administrator for more information on these security zones.)

To confirm security settings

1        In the Internet Options window, Advanced tab, scroll down to the Security section.

2        Select “Use SSL 2.0” and “Use SSL 3.0”.

3        Select “Use TLS 1.0”.

When you have completed configuring the Internet Options, click Close to save changes and close the Internet Options window. Close your browser window.

 

Setting Up Primavera Unifier
for the First Time

The following will help you get started using Primavera Unifier for the first time.

Username and Password

Before you can log in to Primavera Unifier, you must have a user account, which will provide you with a Login Username and a Password that you can use to log in to the Primavera Unifier system. Your Primavera Unifier Company Administrator(s) should be able to create your user account and provide you with your Login Username and Password.  

Note: If Oracle Primavera's Customer Support Team is administering the setup and user administration for your company, you will receive your Login Username and Password directly from them. .

Log into Primavera Unifier 

To log into Primavera Unifier

1        Launch Internet Explorer and enter the internet address your company administrator sent you.

2       Enter your Username and Password and click Login.

3      If you are a member of more than one company (for example, you have access to your company and also a partner company), the Company field appears. Choose from the dropdown which company to log into.

Forgot Password

You can reset your own password if you forget it. In order to do this, you must first set up one or more secret questions in Unifier. It is recommended that you set up these secret questions so you can reset your own password. If you have not set up secret questions, contact customer support to reset your password.

To reset your password if you forget it

1        In the Primavera Unifier Login window, click the Forget Password? link.

2        Enter your user name and email address, and click OK.

3        Answer your Secret Question(s) and click Submit. You will receive an email notification containing your reset password. User the new password to log into Primavera Unifier.

To add secret questions to use when resetting your password

1        Log into Primavera Unifier, then click the Preferences link in the upper right portion of the Primavera Unifier window.

2        Click the Security tab.

3       Under Password Recovery Secret Questions, select a question and enter the answer. You can add up to three Secret Questions.

Security Warnings

The first time you perform certain functions in Primavera Unifier, there are security warnings that may appear from Business Objects, Inc., or other third parties confirming the use of Java plug-ins from these business partners. Follow the instructions below to prevent the warnings from recurring every time that you use the functionality in Unifier that requires these certificates.

Example of Security Warning

First Time Primavera Unifier Users

To prevent the security warning from recurring

Select Always trust content from ..., then click Yes.

Online Help

When using Primavera Unifier, if you have a question or need further assistance regarding a specific feature, click the Help menu at the top of every Primavera Unifier page on the menu bar. The Help menu includes the online Primavera Unifier Help system that walks you through Unifier functionality. You can also download the Reference Guide, which is viewable in Adobe® PDF format. You can also view the Primavera Unifier release notes to see what's new in the current version.

File Viewer and File Transfer Options

The following is an overview of the basic user preferences settings that should be configured before using Primavera Unifier for the first time. For more information regarding all User Preference settings, see Unifier Help or User Guide.

File Viewer Option

Primavera Unifier provides two methods of viewing files: Native and Unifier Viewer. Unifier Viewer is the default option. The Unifier Viewer lets you view and markup documents. The markups are saved as markups without changing the original file. Native Viewer allows you to view most file formats in the application in which you created or regularly view them. In other words, if you view a .doc file in Native, Microsoft Word will open and display the .doc file.

File Transfer Option

The File Transfer option is selected in the Options tab of the User Preferences window. This option determines how files are transferred between Unifier and your local system, such as uploading documents to the Document Manager, or attaching files from your local system to a business process, cost or funding sheet cell, schedule sheet or uMail message.

The file transfer options are: Basic (HTML), Intermediate (requires Java), Advanced (requires Java plus Unifier File Transfer Application).

Select File Viewer and File Transfer Options

To select the file viewer and file transfer options

1        Click the Preferences link in the upper right portion of the Unifier window.

2        Click the Options tab.

3        Select the Viewer option from the pull-down menu. Select exceptions to the default if applicable (see Unifier online help for details).

4        Select the File Transfer Option from the pull-down menu.

5        Click OK.

Download and Install Java and Unifier File Transfer Application

Oracle Java SE Runtime Environment (Java), formerly known as JRE, is required if you are using the Intermediate or Advanced file transfer option, using the AutoVue viewer for graphic markups of documents within Unifier, or running Custom Reports (Crystal Reports) in Unifier. The Advanced file transfer option also requires the download and installation of Unifier File Transfer Application (FTA).

The latest version of the FTA is available in this release of Unifier. A previous FTA version may be compatible with the Unifier features you are using. If an upgrade to the latest version is required, you will be prompted to download and install it. (You will not need to uninstall the previous version first.)

Supported Java versions

Java version 6 up to Update 31.

Java releases after Update 31 have not yet been certified for use with Unifier. If you have an unsupported version installed, it is recommended that you uninstall your Java and reinstall one of the supported versions. See the procedure below.

To download and install the latest version of Java SE Runtime Environment

1        Log out of Unifier if you are currently logged in.

2        In the Internet Explorer (IE) browser, go to http://www.oracle.com/technetwork/java/javase/downloads/index.html.

 

To download and install archived versions of Java SE Runtime Environment

1        Log out of Primavera Unifier if you are currently logged in.

2        In the Internet Explorer (IE) browser, go to
http://www.oracle.com/technetwork/java/javasebusiness/downloads/java-archive-downloads-javase6-419409.html
.

3        Scroll down to a supported version of Java SE Runtime Environment.

4      The Oracle login page displays. If you don't have an Oracle Web account (required), create a new one; otherwise, login.

5      Choose Accept License Agreement.

6      Choose the appropriate version for your operating system:

·       If you are running Windows Vista or 7 or XP (64-bit), click jre-6uxx-windows-x64.exe.

·       If you are running Windows Vista or 7 or XP (32-bit), click jre-6uxx-windows-i586.exe.

7      Choose Save to download the file to your computer.

8      Follow the onscreen instructions to download and install Java for Windows.

To configure Java SE Runtime Environment

1        After installing Java, access the Control Panel > Programs > Java.

2        On the Java tab, click the View button.

3        On the User tab, make sure the Java you downloaded is checked / enabled.

4       On the Advanced tab, expand Default Java for browsers and ensure that Microsoft Internet Explorer is checked. Click OK. Be sure to close all browser windows when you are done.

To access the File Transfer Application installation file and instructions

1        Log into Primavera Unifier.

2        In the Primavera Unifier window, click the Support link. The Support window opens. Click the Download tab.

3        Click the link “Click here to download the installation instructions.” This will allow you to download the PDF document: Unifier File Transfer Application Installation and Setup, which describes how to download and install the Unifier File Transfer Application.

4        Click Save to save the file to your local drive.

5        Open the file and follow the instructions for downloading and installing the Primavera Unifier File Transfer Application.

 

Primavera Unifier First Time User Setup Guide

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