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9.13.0.0
September 2013
Legal Notices
Oracle Primavera Unifier Installation and Setup Guide For WebLogic Application Server
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Contents
Legal Notices ........................................................................................................................ 2
Introduction .......................................................................................................................... 5
Contacting Customer Support ............................................................................................ 5
Primavera Unifier Overview ............................................................................................... 6
Primavera uDesigner Overview ......................................................................................... 6
Installation Prerequisites ..................................................................................................... 7
Installing WebLogic ............................................................................................................ 7
Installing JRockit ................................................................................................................ 8
Installing Oracle HTTP Server (OHS) ................................................................................ 8
Installing AutoVue .............................................................................................................. 8
Primavera Unifier Installation Steps for First Time Install ................................................. 8
Downloading and Installing Primavera Unifier ................................................................... 9
Configuring the Database Server ...................................................................................... 11
Configuring the Oracle Database Server.......................................................................... 11
Configuring the SQL Database Server ............................................................................. 12
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
Introduction
The Unifier Installation and Setup Guide for WebLogic Application Server 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
Oracle HTTP Server (OHS)
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 9.13 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
Installation Prerequisites
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.
Installation 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:
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://docs.oracle.com/cd/E23943_01/wls.htm
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:
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://docs.oracle.com/cd/E23943_01/wls.htm
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:
Installing AutoVue
AutoVue installation is mandatory if you plan to use Unifiers Markup feature, also referred to as
redlining. For more details, refer to the section, Installing AutoVue Server (on page 19), in this
guide, and the Tested Configurations document on the Oracle Technology Network site.
In This Section
Configuring the Oracle Database Server ................................................................. 11
Configuring the SQL Database Server .................................................................... 12
Note: You can accept the defaults except for the following: Ensure to
set encoding to Unicode (UTF-8).
11
12
13
14
15
17
Install AutoVue
Proceed as follows to download and install AutoVue:
1)
2)
3)
4)
19
default.gui
defaultcons.gui
defaultNoMarkup.gui
defaultview.gui
20
In This Section
Changing Unifier Configurator Settings ................................................................... 21
Configuring WebLogic as a Service on Windows and Linux (Optional) .................... 29
Starting and Stopping Primavera Unifier .................................................................. 31
Editing Configuration Data ....................................................................................... 31
Copying the Configuration Data File ........................................................................ 31
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.
21
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.
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:8008).
Select the option Setup IBM HTTP Server Administration Server (with port 8008). 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).
Unifier Help URL: To deploy a local version of the Unifier online help, enter the URL where the
help file is to be hosted. By default, the online help is deployed from the Oracle Technology
Network site.
Temporary Directory: Enter the temporary directory for Unifier server operations.
22
23
24
25
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
26
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.
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.
27
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.
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.
28
29
30
31
In This Section
Oracle HTTP Server (OHS) ..................................................................................... 33
33
SSL Certificate
Primavera Unifier works in Secure or Non-secure mode. Installing a Secure Socket Layer (SSL)
Certificate is optional.
Unifier database
Files Repository
These repositories need to be backed up regularly.
34
35
36
In This Section
Starting Primavera Unifier for the First Time ............................................................ 37
Installing Primavera Unifier Applications .................................................................. 37
37
38
In this field:
Do this:
Application File
Name
Short Name
Currency
Contact Email
Licensed Users
Address Type
Address
City
State/Province
Zip
Country/Region
Admin Login
Username
Password
Confirm Password
39
41
43