Primavera Unifier Tips and Tricks

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Oracle Advisor Webcast
Primavera Unifier Tips and Tricks
Ahmed Fadel
Senior Technical Engineer
May 06, 2015
2

Objectives
• Understand how to Work Effectively With Oracle Support
• Follow Unifier hot topics
• Top issues logged by Primavera Unifier Customers
3

Agenda
1
2
3
Working with Support
Unifier Information center
Unifier functional Issues
4

How to work effectively with Support?
5

• Firstly explore the Knowledge Base in My Oracle Support.
• Secondly, visit the Community, ask questions review popular answers. The
community is staffed with the same Oracle Support Engineers who handle
Service Requests.
• Thirdly, if you are unable to find a solution, Log a Technical Service
Request. Be sure to upload any requested log files or support information
to enable the Support Engineers to start reviewing your issue.
6
Helpful Tips in working effectively with Support
Answer or Solution may already exist!

Search the Knowledge Base
• The chances are, that an answer or solution already exists for your issue. Oracle
recommends you explore the powerful knowledge base as your first step towards
resolving your issue
• How to use My Oracle Support - Searching and Browsing - Part 1 of a 2 Part Series [
Video ] (Doc ID 1543724.1)
7
Useful hints for using our Knowledge Base.

Engage the Community
• Engage with your peers and Oracle Subject Matter experts in My Oracle Support
Community. My Oracle Support community is a multi-channel interactive community
consisting of 190+ communities, 400,000+ community members, and 16,000+
threads/discussions each month. Pick your product and post your question. Read and
answer other users questions. Many commonly asked questions are featured in the
community and it's available to you 7x24x365
• My Oracle Support Community (MOSC) - How to Video's, Documentations, Webcast
Schedules and more ... (Doc ID 1616733.2)
8
My Oracle Support Communities - Primavera

Create a Technical Service Request (SR)
• Unifier team of Oracle professionals resolve your Service Requests when logged via My
Oracle Support or phone
• Your service request will be routed to the next best available engineer
Note: Service Requests are for support related issues for Oracle Products.
9
Creating and Managing Service Requests

Assigning SR to the next best available engineer for your issue based on:
• Product - Pick the correct product -> as this determines which engineer will receive the
problem. There is no frontline/backline at Oracle. The SR is routed based on the
product and the skill level of the engineer.
• Service Request Content - Provide a comprehensive description of the issue. Include
diagnostic data as it is a vital element for engineers to investigate your issue. Ensure
you attach any support files that is recommended based on your problem selection.
Attaching the right content enables product families who have automated diagnostic
features to fast track your Service Request.
10
How Oracle Support handle your Service Requests.

Attach any support files
• For examples
– Detailed screen shots
– step-by-step instructions so that the engineer can run the appropriate test case.
– For Self-Hosted(on premise) customers it is highly recommended to provide a DB dump or If it has
been already provided under another service request and wish the engineer to use that copy, simply
provide the service request number associated with the database upload
Note: How to Upload Files to Oracle Support (Doc ID 1547088.2)
11
How customers Work effectively with Oracle Support

• Within your service request. Ensure you select how you want to be contacted, so that
Oracle can reply to you quickly and via your chosen/preferred method.
– Email
– Fax
– Web
– Phone
12
Choose your preferred method of contact.

• Severity - Verify that the severity level is set appropriately and represents the business
impact.
Note: Not every issue is a Severity One - the Severity level you select is defined by the
Oracle Support Policy you have purchased
• Severity 1 prioritization
– Production down situations.
– Go-live/show stopper
– Major business impact
13
Understanding our Service Request Severities

Severity levels description
• Severity 1: Problem or product defect causes complete loss of service, regardless of
the customer environment, and/or work cannot reasonably continue.
• Severity 2: Severe loss of service; no acceptable workaround; however, operations can
continue in a restricted fashion.
• Severity 3: Minor loss of service; impact is an inconvenience that may require a
workaround to restore functionality.
• Severity 4: No loss of service; minor error that does not impede operations or an
enhancement request.
14
What does each Severity mean?

Service Requests General Notes
• Service Requests submitted with a language request will encounter delays as the
Service Request will need to be translated prior to being assigned.
• Are routed based on time of day, product and availability of the next qualified engineer
to support your issue.
• One issue per Service Request.
• Service Request creators should be knowledgeable with the product they are logging
the SR on.
15
Helpful hints for when creating Service Requests

Reasons to request your SR be escalated to a Manager?
• Changes in business impact of the problem that requires escalation.
• Changes to the Business or implementation milestone, critical date(s) (milestone date
or resolve by date), along with the type of business or implementation milestone.
• Unsatisfactory Support received during the lifecycle of the open SR.
• To increase visibility. Call into Oracle Support or update your service request and
request a manager callback.
16
When would you need or want to engage the Support
Escalation Process?

• Start the escalation process by updating the SR or by calling Oracle Support requesting
escalation.
• Provide a thorough explanation about why you are escalating.
• Prove a reason for escalation, including business impact of the problem that requires
escalation
Please provide full details of who is requesting escalation and their contact details.
email address
• The service request will then be assigned to a manager who will call you back within
30 minutes to discuss your SR and agree an action plan to address the escalation
reason.
17
Steps to Escalate your Service Request

My Oracle Support Portal
• My Oracle Support portal is a one-stop shop for knowledge, community, proactive best
practices, capabilities, diagnostic tools, information centers, upgrade advisors and
much more. Take advantage of the available resources and get the most out of My
Oracle Support, today.
18
Learn more about our My Oracle Support Portal

Technical Support Policies
• Global Customer Support is available to assist in the troubleshooting and diagnosis of
problems that Customers experience during the implementation and use of Oracle
products.
• Support is not staffed to deliver Education or Consulting Services nor is this type of
service priced into Support fees. When implementing Oracle software, customers
should always plan for the cost of educating the project team and consider Oracle
Consulting or Oracle University if assistance is required in performing an
implementation/upgrade.
19
A guide to our Technical Support Policies

Technical Support Policies (Cont’)
Some specific areas that are outside the realm of Support include:
– Mapping business requirements to product functionality
– Educating project team members on how to run scripts and how to maintain/use the operating
system
– When there is a performance issue, and the System is found to be HW error or fault free
– Customizations
– Assisting with custom queries or reports against Oracle delivered tables/views (including
performance tuning)
– Application development to include creating code or examples
Debugging custom code, demo code, or sample code
20
A guide to our Technical Support Policies cont’d

Technical Support Policies (Cont’)
Some specific areas that are outside the realm of Support include:
– Providing data fixes for issues caused by user errors
– Reconciling financial accounts
– Assisting with schema and attribute design, and the proper tuning of indexes or search filters used
against Oracle software products.
21
Final points on our Technical Support Policies

Unifier Information Center
22

Hot Topics
• New Troubleshooting and Problem-Solution Documents
– Read recently published Troubleshooting and Problem-Solution documents about your product
• New Knowledge Documents
– Read recently published documents about your product
• Most Popular Community Discussions
– View the most viewed Community discussions for this product
• Recently Answered Community Discussions
– View recently answered community discussions for this product
23
Learn more about our Unifier Information Center

Hot Topics (Cont’)
• Alerts
– View the most up-to-date high impact and urgent issues for your product.
• Best Practices
– Unifier Support Best Practices and other interesting data (coming soon).
24
Learn about our Unifier Best Practices

Resources
• Most Popular Troubleshooting Documents
• Most Popular Knowledge Documents
• Product Documentation
• Oracle University
– Take advantage of Oracle University courses
• Oracle Community and Forum Links
25
Key and Helpful Unifier information

Unifier Functional Issues
26

After adding a new Data View (or updating an existing), it is only available from the
Company level (UDRs and Data Cubes), not the Shell level.
• Cause
– The SQL Definition of the Data View does not have project_id in the SELECT statement. For a Data
View to be available to Shells, it must select the project_id column from one of the tables in the
query.
• Solution
– To resolve this, add the project_id column from the main table on the query.
1- Locate the affected Data View within Unifier (Company Workspace Administration Mode > Data
Structure Setup > Data Views).
2- Set its status to Draft.
27
Data View not available from Shell Level

• Solution
3- Open the Data View.
4- Update the SQL Definition to include the project_id column from the main table in the query:
Example of a SQL Definition experiencing the issue:
SELECT mm.due_date, c.record_no, c.title
FROM unifier_uc c left outer join unifier_umm mm on (c.id=mm.ugencontractrefbp);
Example of the SQL Definition after adding project_id
SELECT mm.due_date, c.record_no, c.title, c.project_id
FROM unifier_uc c left outer join unifier_umm mm on (c.id=mm.ugencontractrefbp);
28

• Solution(Cont’)
5- Save your change.
6- Set the status of the Data View to Published.
7- The Data View can now be used with Shell level objects.
29

Why doesn't data show in fields for one user and it does for another user?
• This behavior is seen from time to time when a particular local host (user's machine)
isn't configured according to the unifier guide a third-party browser extension is
enabled, a bug/virus or other like Maleware program, or other software/hardware
conflict is at play.
Advise checking those items and/or making a side-by-side machine comparison
between one that returns the results as expected and the one that does not. When
checking Unifier recommended settings be sure that the Custom Settings outlined for
the Privacy tab are applied to both the Internet and Trusted Sites zones.
30
User cannot see data in a field but another user can

Why is the "No active user selected for the next step" Alert being thrown trying to send
a workflow record to the next step when there is a user in the "To" field under Action
Details section?
• This behavior is known to show itself when there is some destination, child, or auto-
created, record that is supposed to be created but doesn't have the Auto-Creation tab
defined in its Setup. The solution is to ensure that any destination, child, or auto-
created, BP Setup has this Auto-Creation defined in Administration Mode.
31
No Active User Selected For The Next Step

Integration operates using two methods: CSV files and Oracle Primavera Web Services.
Integration feature supports:
• Cost BPs
• Line item BPs
• Simple BPs
• Text BPs
• Document BPs and documents
• Asset Manager classes
• Code-and-record-based configurable manager classes
32
Upload the bid package through the exported template it
gives an error: "integration not defined"

Integration feature supports(Cont’):
• Planning Manager planning items
• Shell Manager shells
• Space Manager levels and spaces
• Resource Manager resources and roles
• User Administration
33

Navigation Steps
• menu -> Print Preview -> PDF
• Error in Logs
2015-03-26 11:25:23,807 ~ [[ACTIVE] ExecuteThread: '6' for queue:
'weblogic.kernel.Default (self-tuning)'] ~ERROR ~ Target.Exception ~
2PcbVT0MmtwJpdlZ5yv8gBCs2j3C5pthJVGzTzFCQnJ1MVKt9L1t!2110319114!1427354
668199 ~ unifier:/studio/print/open throws an exception at
/studio/print/action.xml:303: ~
java.lang.NoClassDefFoundError: sun/awt/X11/XToolkit
37
Trying to print record in Unifier as PDF but I got strange file

Cause
• Weblogic server is located inside a headless server. i.e headless mode.
Solution
• Check the -Djava.awt.headless parameter value for JAVA_OPTIONS. should be as
below.
Open the startWeblogic.sh in the domain, and append parameter -Djava.awt.headless for
JAVA_OPTIONS
should look like: JAVA_OPTIONS="{JAVA_OPTIONS} -Djava.awt.headless=true"
38
Trying to print record in Unifier as PDF but user got strange
file

Cause
• The business process has either not been added to user mode via the user mode
navigator, or the appropriate user mode navigator record has not been re-deployed.
Solution
1- Go to the company workspace and switch to administration mode.
2- Expand Configuration and click User Mode Navigator.
3- Double click the Project / Shell record, to open it.
4- Move the appropriate business process from the right pane into the desired place in the left pane
and click the OK button.
5- Single left click the Project / Shell record, to ensure it is highlighted and then click the Deploy button.
39
Business Process Not Added/Deployed In User Mode
Navigator

How can users from one partner company instance be moved to another company
instance? Can a user be Deleted?
• Users within Unifier cannot be deleted in any company instance, owner or partner,
once they are created, nor can they be "moved". The solution is to inactivate the
account in the old/wrong company instance and create an account in the new/correct
company instance as needed, noting that the Login Username is a unique key so the
new account will have to have a different Login Username
40
Moving and/or Deleting Users

Summary
What we covered today
• How to work effectively with Support
• Unifier Information Center
• Unifier Functional Issues
41

Top Articles and Community Links
42
• Working Effectively With Oracle Support -
Best Practices (Doc ID 166650.1)
• Information Center: Primavera Unifier (Doc
ID 1565536.2)

Learn More
Available References and Resources to Get Proactive
43
• My Oracle Support Essentials Webcast Series
https://support. oracle.com | Doc ID: 553747.1
• My Oracle Support Blog
https://blogs.oracle.com/supportportal/
• Get Proactive in My Oracle Support
https://support. oracle.com | Doc ID: 432.1
• Ask the Get Proactive Team
get-proactive_ww@oracle.com

Q & A
44
• To ask a question on the phone
line, select *1 on your phone.
• To ask a question online, use the
CHAT area within the webex.
• Your question will be read aloud in
the order received.
• Question can also be asked on the
My Oracle Support Communities

THANK YOU
45

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