How to Make Unifier and P 6 Talk

How to Make Unifier and P 6 Talk to Each Other How Gateway Really Works! Prepared by: Glenn Spiller and Terence De Bears, Foresee Consulting @4 CTeam Session ID: 112140

Who is Foresee Consulting? Project management consulting firm specializing in Oracle Primavera implementation, integration, training, and support services 100+ Number of Completed Primavera Unifier Deployments 250+ Combined Years of Industry Project Management & Controls Experience 150+ Combined Years of Primavera Software Implementation Experience 100% Percentage of Foresee Delivery Team that has utilized Primavera Solutions April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV 2

Introduction Name: Glenn E Spiller II Title: Technical Specialist Degree: Bachelor of Science in Computer Engineering 6 Years of Oracle Software Experience - Database, Weblogic, OHS, etc - Application Express - Primavera (Unifier, P 6, Gateway) Other Software Experience -. NET - Java April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Introduction Name: Terence De Beer Title: Implementation Lead Degree: Bachelor of Science in Construction Management - Cost Management & Project Controls background - 5 Years experience with Primavera Products April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Outline • Pre Conditions • Key Requirements • Configuration of PMIS System • Unifier • P 6 • Gateway April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Pre Condition • Needed P 6, Unifier and gateway to be compatible and need to talk with each other • Cloud • On Premises • Limitations depending on version of gateway • Our Environment: • 16. 2 Gateway • 16. 2 Unifier • 16. 2 P 6 • Connections to Applications: • Unifier to Gateway • P 6 to Gateway • Gateway to P 6 and Unifier April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Key Requirements • More Frequent Updates on Schedule from P 6 -Unifier • Scheduler to Own the updates of the schedule • Unifier Data would be a source of Forecasted Date • Leverage Investment of original Schedule processes • Leverage P 6 and Unifier Data for robust reporting April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Unifier April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Overall Data Flow P 6 Schedule Activities Gateway Unifier Activity Sheet Unifier Business Process Unifier Activity Sheet Gateway April 2 -6, 2017 in Las Vegas, NV USA P 6 Schedule Activities #C 17 LV

Connection Setup in Unifier/P 6/Gateway 1. Input API URLs in P 6/Unifier and Test Connections 2. Link P 6 and Unifier projects via Project IDs 3. Link Unifier Tasks and P 6 Activities via Activity Picker April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Gateway Setup In Unifier • APIs, Passwords and Import/Export Integration parameters set • Connection Test April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Items Need in Unifier • Link between P 6 and Unifier projects needs to be established April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Start: Checklist of Unifier Tasks • Each line item representing a task April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Task Detail • P 6 Activity Picker: • Link between • Bring planned start and finish dates in. • Expected Start and Finish - forecast when task was likely to be started. • Auto-creation of Tasks April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Task Creation • Tasks created from Checklist with P 6 activity tie April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Task routing • Activity information brought from P 6 link in Checklist • Expected & Actual Dates Reverse auto populated to Unifier Activity Sheet April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Unifier Activity Sheet • Activity details sent to P 6 based on gateway mappings and configuration April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

First Step • Determine workflow of how you want the data April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Next Step • Configure P 6 to Connect to Gateway • Needed to add UDF’s • Add it to Schedule Sheet • Simple? April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Configure Gateway and Unifier April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Configure Gateway and Unifier - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Adding UDF Activity Dates April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Adding UDF Activity Dates - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Adding UDF to Views April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Adding UDF to View - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Adding UDF to View - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Now to the fun part April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Gateway Steps • Configure Gateway to Talk with Unifier and P 6 • Configure the Business Flows • Field Mapping April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Configure Gateway April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

P 6 Configuration • P 6 Adapter authentication type • User Name • Password • Endpoint • P 6 database instance ID • Enable Encryption • Keystore File • Keystore Password • Certificate Alias • P 6 Currency April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

P 6 Configuration • P 6 Adapter authentication type Default for • User Name cloud • Password • Endpoint • P 6 database instance ID • Enable Encryption • Keystore File • Keystore Password • Certificate Alias • P 6 Currency April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Unifier Configuration April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Configuration • Configure Field Mapping • Send Activity data to P 6 • Update Activity Sheet from P 6 April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Configuration - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Configuration - Cont • Create connections for each element • Determine what P 6 element • Determine Unifier Element • Create a Gateway element to temporarily hold data April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Configuration - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Configuration - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Configuration - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Business Flows • Navigate to Flow Type > Project Data > Business Flows • Modify Send Activity data to P 6 • Modify Update from Primavera Unifier April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Modify Business Flow - Cont April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Bring Activity Sheet into Unifier • Get Activity sheet from P 6 April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Unifier Activity Sheet • Activity details sent to P 6 based on gateway mappings and configuration April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Unifier Activity Sheet April 2 -6, 2017 in Las Vegas, NV USA #C 17 LV

Q& A

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