New Features in Primavera Unifier 15.1

Transcription

1 New Features in Primavera Unifier 15.1

2 COPYRIGHT & TRADEMARKS Oracle is a registered trademark of Oracle Corporation 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 software or related documentation 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 RIGHTS Programs, software, databases, and related documentation and technical data delivered to U.S. Government customers are commercial computer software or commercial technical data pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication, disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in the applicable Government contract, and, to the extent applicable by the terms of the Government contract, the additional rights set forth in FAR , Commercial Computer Software License (December 2007). Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA This software 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 which may create a risk of personal injury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software in dangerous applications. This software 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. NOTE: Duplication or distribution of this document without written permission from Oracle Corp. is prohibited.

3 CONTENTS New Features in Primavera Unifier Custom Dashboards via Primavera Analytics...2 Viewing Company Analytics Dashboards...3 Configuring Shell Analytics Block...5 Data Mapping in Analytics Node...6 Scheduling Creation of Staging Files...7 Permission Settings for Analytics...9 P6-Unifier Integration Enhancements...10 Configuring Gateway Node...12 Adding Activity Sheet Attributes...13 Viewing the Activity Sheet...15 Shell and Business Process Enhancements...17 Leveraging Business Processes to Update P6 Activities...19 Deploying Custom Attributes...20 Synchronizations in Gateway...21 Business Process Enhancements...22 Advanced or Standard Log...23 Document Type With Folders Integration...25 Document Type Actions via Conditional Reverse Auto-Population...28 Reverse Auto-Populate Status of Non-Workflow Records...29 Copy Referenced Line Item Attachments During Auto-Creation...31 Auto-Create Contracts from Request for Bids Business Process...33 Auto-Create Change Commits from any Business Process...36 BI Publisher for Custom Print...37 Add New Currencies...40 Internationalization - Dutch Language Support...41 Proxy Enhancements...42 Configurator Enhancements...44

4 New Features in Primavera Unifier 15.1 New features in Unifier 15.1 include: View and create custom dashboards using Primavera Analytics in OBI. Integrate P6 activity data into Unifier. Auto-create cost business processes from RFBs. Auto-create change commits from any business process. Reverse auto-populate based on a source business process status condition. Reverse auto-populate the status of a non-workflow business process. Create custom prints using BI Publisher. Add new currencies. Restrict users from having proxy users. 1

5 Custom Dashboards via Primavera Analytics Custom Dashboards via Primavera Analytics Unifier 15.1 introduces Primavera Analytics using Oracle Business Intelligence (OBI). OBI uses relational database technology and common industry techniques such as data warehousing and dimensional modeling to analyze information. Interactive, graphical interface. Dashboards and reports. Preconfigured analyses and interactive dashboards. Unifier Configurator 15.1 provides the OBI URL reference and data link in the Reports tab. The infrastructure supports the creation of staging files and the subsequent extraction of data in Analytics -- for example, cost sheet data, cash flow data, and business process data -- from Unifier's database to OBI. The following areas in Unifier have been enhanced: System modules: The new Analytics module must be loaded to use the functionality. Permissions including new non-navigational nodes at company and shell levels. Analytics node in Company Workspace tab, above Custom Dashboard. o Five categories to map data. o Schedule option for scheduling the creation of staging files. o Data Refresh capability. o History of scheduled jobs. Dashboards button in the tab bar to access company dashboards via OBI. Analytics block in shell dashboard. On-premise customers can use Primavera Analytics and/or continue using third-party SWF file creation tools. 2

6 Viewing Company Analytics Dashboards Custom Dashboards via Primavera Analytics Dashboards provide data to make key business solutions, monitor the performance and schedules of projects and portfolios, examine trends and issues before they escalate, and take corrective actions. Primavera Analytics provides data in three major areas: Business Processes: Company executives want to keep track of the number of RFIs or Change Orders over the life of a project. Analytics allows you to see historical trends and drill down to see which vendors are submitting these requests. Cash Flow: Finance directors want to know the variance of project spends against original baselines for specific time periods and against specific CBS codes. Cost Sheet: Company executives want to see a summarized view of budgets, funding, commitments, and spends across all projects. They also want to examine the trends based on cash flow forecasts. In Unifier, a new Analytic Dashboards button is available in front of other navigation tabs. If you have access to both custom SWF dashboards and Analytics dashboards, the existing Custom Dashboards tab displays. An Analytics Dashboards button is available in the Dashboards page. If SSO is enabled, there is seamless navigation from Unifier to the OBI server. If SSO is not enabled, you are prompted for login credentials to access the OBI server. If you have access to only custom SWF dashboards, there are no changes to the existing behavior. 3

7 Custom Dashboards via Primavera Analytics Dashboards tab with access to both Unifier Analytics and custom SWF dashboards: In OBI, action links allow you to navigate from OBI to Unifier and view data. Access to records and projects are controlled by Unifier permissions. For example, click the Cost Sheet action link to display the Cost Sheet log in Unifier only if you have permission to view the cost sheet in the selected project. Otherwise, you will navigate to the default landing page. To access this feature: Click Analytics Dashboards to view the Primavera Analytics dashboards in OBI. 4

8 Configuring Shell Analytics Block Custom Dashboards via Primavera Analytics Unifier 15.1 provides a new block type called Analytics for the shell dashboard. Users with Edit Dashboard permission can add the Analytics block. Configuration of the Analytics block requires: Completion of three required fields: Block Title, Name, and URL. By default, URL is prepopulated with the path to OBI in Unifier Configurator, Reports tab. URL field can be changed to point to a specific dashboard or page. After configuration, the Analytics block displays the block title and name in the center of the block. Click the Name to launch OBI and display the shell dashboard. Access to landing page, dashboards and analyses are controlled by settings in OBI, Unifier permissions, and SSO enablement. Note that an administrator can define Analytics blocks in shell templates. To access this feature: Click the Name link in the Analytics block of a shell dashboard to view the Unifier Analytics dashboards designed in Oracle Business Intelligence platform. 5

9 Custom Dashboards via Primavera Analytics Data Mapping in Analytics Node Use the Analytics log to select designs for Analytics publication, set schedules for periodic publication of Unifier data into Analytics, and view the history of jobs that trigger periodic data extraction. Primavera Analytics provides a predefined set of fields. Some fields require data mapping. The Analytics log displays predefined sets in which you can map data sources or data elements (with matching data definition) of Unifier objects to predefined fields in Analytics. Data mapping enables data extraction, analyses, and dashboard display in OBI (launched from Unifier). Business Processes: Select business processes and map their fields (upper and detail forms) to pre-defined fields. Cash Flow: Select cash flow detail curves (WBS and Summary WBS) and map their data sources to predefined Analytics cash flow data sources (baseline, forecast, actuals, and user-defined curves). Cost Sheet: Map cost sheet column data (single and logical data sources) to pre-defined cost-related Analytics fields. Shells: Map shell attributes to Analytic project fields. Vendors: Select a business process with vendor information and map its upper form fields to predefined Analytics fields. To access this feature: In the Administration Mode of Company Workspace tab, navigate to Analytics node. 6

10 Scheduling Creation of Staging Files Custom Dashboards via Primavera Analytics Set up periodic data publication -- daily, weekly or none -- for the creation of staging files and the subsequent extraction by Analytics. Select the Refresh All Data option if you have made changes to the data mapping fields. 7

11 Custom Dashboards via Primavera Analytics Click Run History to view publication status. The Requestor is always System, and Status is Finished. Dates are formatted as per user preferences. Double-click any item to view its details, including success or failure message. Error description is displayed for failures. To access this feature: In the Administration Mode of Company Workspace tab, navigate to Analytics node. 8

12 Permission Settings for Analytics Custom Dashboards via Primavera Analytics After the administrator loads the Analytics module, permissions can be granted to access and use Analytics-related areas. Administration Mode Access, Analytics: Modify: Allows configuration and modification of data, and scheduling the creation of staging files. View: Allows viewing the items in the Analytics log. User Mode Access, Company Workspace, Non-navigational Nodes, Analytics: View: Allows access to Analytics Dashboard button in the tab bar and view of dashboards in the OBI platform. Note: This permissions gives visibility to all company- and shell-level data rendered in the dashboards. User Mode Access, Shells / Projects (Standard), Non-navigational Nodes, Analytics: View: Allows clicking of Analytics link in the shell dashboard's Analytics block and access to dashboards in the OBI platform. Note: This permissions gives visibility to shell data rendered in the dashboards but specific to the shells in which you have the Analytics, View permission. Moreover, you will see only that data -- for example, Cost Sheet data that you have access to in Unifier. To access this feature: In the Administration Mode of Company Workspace tab or shell tabs, navigate to Access Control to grant permissions to users and/or groups for the Analytics-related areas. Permissions can also be set in the Permissions tab in properties of users and groups, and in permission templates. 9

13 P6-Unifier Integration Enhancements P6-Unifier Integration Enhancements Unifier 15.1 provides the ability to integrate P6 activity data, extending the support of P6 spread and summary data integration that was introduced in Unifier The enhancement leverages Unifier s business processes (and/or shell attributes) to exchange data between P6 and Unifier and update data linked to deliverables in a P6 project. The method requires designing and deploying the activity sheet attributes in udesigner. In Unifier, activities can be used in shells and business processes. Their forms can have an activity picker to select an activity from the activity sheet, triggering some fields on the forms to be auto-populated with the activity information. Other fields can reverse auto-populate activity values on the activity sheet. Updated data is then sent back to P6. In addition, some data can be dynamically updated from P6 using linked elements. For example, a change order business process in Unifier has a P6 activity picker to capture the Planned Finish Date of an activity via auto-population. Based on assessment, the change order record can display the impact on the Planned Finish Date, and reverse auto-populate the value in that activity in P6 via the activity sheet. Enhancements include: New data structures for example, P6 Project ID (uuu_int_p6_project_id); Integrated With (uuu_integrated_with); P6 Activity Picker; SYS P6 Indicator; SYS Short Description Text 255; SYS Short Description Text 40; SYS P6 Activity Constraint, etc. P6 Attributes Form in udesigner, Schedule Manager: Design and use a form to integrate with P6; 26 data elements correspond to P6 activity attributes for the form. Gateway node in Unifier to configure settings and deploy design data to Gateway. Business Objects sub-node to deploy additional attributes data to P6 via Gateway. Activity Sheet in a shell s Schedule Manager to store P6 activities and manually get/send data from/to P6. Select a P6 Activity and auto-populate values on a form. Reverse auto-populate to a P6 activity in the activity sheet. Use linked elements to dynamically update activity sheet and fields in forms when related P6 activities are changed. Enhanced shell logs to filter integrated shells and bulk update P6 activities. Reporting capabilities - activity sheet tables in Unifier are available for creating user-defined reports (UDRs) and data views. Tables can be viewed in ER views. A new data type, Shell Activity Sheet, is available to create reports. 10

14 P6-Unifier Integration Enhancements 11

15 P6-Unifier Integration Enhancements Configuring Gateway Node In Company Workspace, Admin Mode, a new node called Gateway is available to configure connection to Primavera Gateway. The log displays integration parameters: Click Open to configure the settings. In the Gateway section, complete API URL, User Name, Password, and Unifier Deployment fields. Click Test Connection to check connection with Gateway. In the P6 Parameters section, select synchronizations to exchange P6 data with activity sheets in Unifier -- Get Activity data from P6, and Send Activity data to P6, respectively. Permission associated with this node is Configure. To access this feature: In Unifier, navigate to Company Workspace, Admin Mode, Gateway to configure integration settings. 12

16 Adding Activity Sheet Attributes P6-Unifier Integration Enhancements In Unifier 15.1 use the Activity Sheet Attributes form in udesigner to specify activity attributes for data that needs to be exchanged with P6. Twenty-six of the most commonly-used P6 attributes are mapped to corresponding attributes in Gateway. The enhancement also provides the ability to create custom activity attributes and map them to corresponding P6 attributes (including user defined fields) to exchange data. After mapping in Gateway and integration from P6, the elements are available in the activity sheet to add as columns. In udesigner, Schedule Manager, the New list has an additional option, P6 Activity Attributes. Select the option to create and define its corresponding Detail Form, Log, Picker, and Integration components. Detail Form: Only some toolbar functions are available -- for example, you can add blocks but cannot change field behavior. Blocks can have only one column and cannot be hidden. Custom data elements are limited to data definitions such as Sys Short Description Text 50/40/32/120/255; SYS Description Text 500, Date Picker, Currency/ Decimal/ Integer Amount, SYS P6 Indicator, and SYS P6 Activity Constraints. Activity ID and Activity Name are mandatory on the Detail form. Integration direction for predefined attributes is Output except for Actual Start and Actual Finish, Primary Constraint and Secondary Constraint. They require a direction of Both to enable reverse auto-population from business processes or shell forms to the activity sheet. Other custom fields can have Both or Input. P6 Activity Picker data element can have Input, Output, or Both. There is no difference in defining the Log and Picker. Activity ID and Activity Name are mandatory on the Picker. The definition of the Picker will determine the display of the Activity Picker log when used in business process and shell attribute forms. Deploy the Activity Sheet Attributes form so that you can use auto-population and reverse auto-population of activity data, and map custom attributes. P6 Activity Attribute Label Data Element Name Data Definition 1Activity ID uuu_p6activityid SYS Short Description Text 40 2Activity Name uuu_p6activityname SYS Short Description Text 120 3WBS Code uuu_p6wbscode SYS Short Description Text 40 4WBS Name uuu_p6wbsname SYS Short Description Text 120 5WBS Path uuu_p6wbspath SYS Description Text 500 6Activity Status uuu_p6activitystatus SYS Short Description Text 50 7Activity Type uuu_p6activitytype SYS Short Description Text 50 8Activity % Complete uuu_p6percentcomplete Decimal Amount 9Planned Total Cost uuu_p6plannedtotalcost Currency Amount 10Actual Total Cost uuu_p6actualtotalcost Currency Amount 11At Completion Total Cost uuu_p6atcompletiontotalcost Currency Amount 12Remaining Total Cost uuu_p6remainingtotalcost Currency Amount 13Planned Start uuu_p6plannedstart Date Picker 14Planned Finish uuu_p6plannedfinish Date Picker 15Actual Start uuu_p6actualstart Date Picker 16Actual Finish uuu_p6actualfinish Date Picker 17Start uuu_p6start Date Picker 18Finish uuu_p6finish Date Picker 19Remaining Early Start uuu_p6remainingearlystart Date Picker 20Remaining Early Finish uuu_p6remainingearlyfinish Date Picker 21Planned Duration uuu_p6plannedduration Decimal Amount 22Actual Duration uuu_p6actualduration Decimal Amount 23At Completion Duration uuu_p6atcompletionduration Decimal Amount 24Remaining Duration uuu_p6remainingduration Decimal Amount 25Primary Constraint uuu_p6primaryconstraint SYS P6 Activity Constraints 26Secondary Constraint uuu_p6secondaryconstraint SYS P6 Activity Constraints 13

17 P6-Unifier Integration Enhancements To access this feature: In udesigner, navigate to Schedule Manager. Click New and select P6 Activity Attributes to create the form. Open the form to design the components. 14

18 Viewing the Activity Sheet P6-Unifier Integration Enhancements After configuring integration settings in the Gateway node in Unifier and deploying Activity Attributes Sheet from udesigner, you are ready to integrate P6 activities. In the User Mode of an integration-enabled WBS shell, navigate to Activity Sheet node in Schedule Manager. Integration can occur through scheduled synchronizations in Gateway, initiated from P6 or the Activity Sheet log in Unifier. Whatever the method, the first time integration occurs, an activity sheet is created in the Activity Sheet log. The sheet captures activity data from a P6 schedule. In the Toolbar, use Get Data and Send Data to manually import or export activity data. Click Get Data to initiate Pull Activity data from P6 synchronization to create a P6 Activity Sheet in Unifier, if it does not already exist. Data from P6 is auto-populated or updated in the sheet. Click Send Data to initiate Send Activity data to P6 synchronization that will reverse auto-populate P6 with any data changes in Unifier s activity sheet. Changes are due to auto-population, reverse auto-population, and linked elements in business processes and shell details, via P6 Activity Pickers. In the activity sheet, group activities using parameters - for example, WBS code, Activity Name etc. to view data in different perspectives. Permissions for this node are Get Data, Send Data, and View. In the Administration Mode of WBS shells, initiate integration of one or more shells in a shell dashboard or landing page. An enhanced shell log enables the selection of multiple shells to bulk import and export activity data using Get Activity Sheet Data and Send Activity Sheet Data functions in the toolbar. Each function has list options All Shells, Selected Shells, Filtered Shells, and History. The functions are also available from the Edit menu on the top of the project landing page. Permissions for the shell log integration capabilities are granted in the Gateway node at company level. Get Activity Sheet Data and Send Activity Sheet Data permissions are required to pull or push data to all, selected, or a filtered list of shells in the shell log. It also allows you to see the history of data exchange events. 15

19 P6-Unifier Integration Enhancements To access this feature Navigate to Schedule Manager, Activity Sheet in a project. Navigate to the landing page of a project in Admin Mode. 16

20 Shell and Business Process Enhancements P6-Unifier Integration Enhancements In Unifier 15.1, existing Unifier projects can be linked to P6 schedules by placing a new field, P6 Project ID, on the shell attribute form. Value of this field is mapped to P6 Project ID. In the previous 10.1 release, only new projects could be integrated with P6, where the Unifier project number had to match a P6 Project ID. You can now use either method to map a P6 schedule to a Unifier project to enable integration. New data elements for shell attributes include: P6 Project ID (uuu_int_p6_project_id): Captures P6 project ID. Place this element on shell attribute form if project IDs are different for example, if you plan to integrate existing Unifier projects with P6 schedules. Integrated With (uuu_integrated_with): Captures external application names after integration occurs. The field displays comma-separated names if your project is integrated with multiple applications. The field is optional. A new Activity Picker data definition is provided for shells/business process forms with auto-population, reverse auto-population, and linked elements capabilities. You can also set up auto-population on an Activity Picker element as the destination element. (This pertains to activities within the shell only.) Add P6 Activity Picker data element on project/shell-level business processes, except RFB Bidder forms, Resource Type and Project Creation business processes. Add to WBS shell attributes. Deploy the forms only after a P6 Attribute Form is designed and deployed from udesigner. Configuration, Business Process node, Data Picker option in Open is enhanced to accommodate configuration of activity pickers. Set query conditions just like configuring data pickers, adding elements from the activity sheet. Note: Activity Picker elements are not available for company-level business processes and other attribute forms. Link Elements enhancement impacts all Unifier objects that support this functionality -- for example, Shell Manager, business processes, Space Manager, Portfolio Manager, etc. Link Elements functionality has been moved from a shell and business process Edit Studio window to the toolbar of Detail Form (shells) and Upper Forms and Detail Form (business processes) logs. Link Elements window for upper forms and shells has an Add By Shell option, which is equivalent to the previous Add functionality and displays elements from shells and single-record business processes; Add By Picker option allows mapping activity attributes to data elements with matching data definitions. A Remove option is also available. Link Elements window for detail forms has only Add by Picker because current functionality does not support linked elements. Also, Linked option inside the detail form is now enabled. Note: Add by Picker option is not available for other Unifier objects that support Link Elements functionality. 17

21 P6-Unifier Integration Enhancements To access this feature In udesigner, navigate to Shell Manager. Open a WBS shell's form to add the fields -- for example, P6 Project ID, Activity Picker elements, etc. In udesigner, navigate to a business project's upper or detail form to add data elements based on Activity Picker data definition. Add and enable other related fields for auto-population, reverse auto-population, and linked elements. In Company Workspace tab, Admin Mode, navigate to Configuration, Business Process (or Shell Manager). Click Open, Data Picker and complete query configuration for Activity Picker elements. 18

22 Leveraging Business Processes to Update P6 Activities P6-Unifier Integration Enhancements Unifier 15.1 supports the exchange of activity data between P6 and Unifier. After integration, P6 activities are stored in a new activity sheet available in a project's Schedule Manager. Activities in the sheet can be monitored via business processes and shell attribute forms. The forms can have fields auto-populated with activity data. Changes are sent back to update P6 using reverse auto-population via the activity sheet. Document management is one use case for P6/Unifier integration: Submittal records in Unifier can be associated with corresponding activities in P6. As progress is captured in Unifier for the creation and submission of drawings, P6 activity data -- for example Actual Start, Actual Finish, Activity Status and Activity % Complete -- are updated via integration. To access this feature: Navigate to the business process log and create a new record. 19

23 P6-Unifier Integration Enhancements Deploying Custom Attributes You may need to integrate custom attributes corresponding to additional P6 attributes or user defined fields in P6. This entails configuration in Unifier as well as in Gateway, and a couple of deployments. Place the elements (attributes) in the Activity Attributes Sheet in udesigner and deploy to Unifier. Navigate to Company Workspace, Admin Mode, Gateway, Business Objects. The log displays the deployed Activity Attributes Sheet, and is the central place to deploy activity attributes from Unifier to Gateway. Click Deploy to deploy the custom attributes to Gateway. In the Business Objects log, click History on the toolbar to check status of deployments. Log in to Gateway to configure mapping with corresponding P6 attributes. Use manual or scheduled integration methods to get the activity data for the attributes in Unifier. To access this feature: In udesigner, navigate to Schedule Manager. Open the detail form of Activity Attributes Sheet to add the fields. In Unifier, navigate to Company Workspace, Admin Mode, Gateway, Business Objects to deploy custom attributes to Gateway. Log in to Gateway to map the attributes to corresponding P6 attributes. In Unifier, navigate to Schedule Manager, Activity Sheet in a project to get data for the new attributes. 20

24 P6-Unifier Integration Enhancements Synchronizations in Gateway Synchronizations in Gateway In Primavera Gateway, the Unifier Provider supports an activity sheet (and its attributes) so that activity data can be exchanged between Unifier and P6. The provider uses pre-defined data mapping templates, business flows, and synchronizations for data exchange. It has filter capabilities using any shell attribute as a filter condition. Synchronizations can be scheduled to recur automatically daily, weekly, or monthly. To access this feature: Log in to Gateway to filter projects and set up and schedule synchronizations. 21

25 Business Process Enhancements Business Process Enhancements Unifier 15.1 presents several business process enhancements covering business process logs, behavior and functionality, with corresponding structural changes. Advanced or Standard Log for business processes. Integration enhancement in document type business process with folders. Workflow actions via in document type business process with folders. Conditional reverse auto-population. Reverse auto-populate status data element of non-workflow business processes. Copy referenced line item attachments during auto-creation. Auto-create contracts (or any business process) from RFB. Auto-create change commits from any other business process. BI Publisher for custom print. 22

26 Advanced or Standard Log Business Process Enhancements Unifier 15.1 enables you to select the log type for a business process even if an advanced log is defined. In earlier versions, if an advanced log is defined for a business process, it overrides the use of a standard log and cannot be reverted. There is no impact on business process design in udesigner. The Configuration, General tab of a business process has an additional field, Business Process Log. Two options -- Standard and Advanced -- are displayed if both logs are defined in udesigner for the business process. Advanced is selected by default. Select any view for the business process in User Mode. Note that Master Log for the business process will continue to display the advanced log. Also note that the view is at the business process level and is not user-specific. If the advanced log is not defined in udesigner, the field displays only the Standard option. You can delete an Advanced Log design in udesigner and re-deploy the business process with only the Standard Log. 23

27 Business Process Enhancements To access this feature Configure: In the Company Workspace tab, Admin Mode, navigate to Configuration, Business Process. With a business process selected, click Open, General. View: Navigate to the business process log at the defined level - project/shell or company workspace in User Mode. 24

28 Document Type With Folders Integration In Unifier 15.1, use Webservices to: Business Process Enhancements Create a folder structure specified within the <folder_path></folder_path> xml tags, if it does not already exist. Place line item attachments in the appropriate destination folder. This is especially useful if you are using an external system to manage documents but submitting them for review within Unifier. Enabling the assignment of documents to specific folders allows for grouping of relevant documents. Prior Unifier versions support integration for document type business process with folders, but there is no provision to add the document to a particular folder through Webservices. Folder structure values placed within the <folder_path></folder_path> xml tags are ignored as destination for line item attachments. Instead, attachments are added to the root Attachments folder in the left folder panel of the document type business process record. 25

29 Business Process Enhancements 26

30 Document Type Actions via Business Process Enhancements Unifier 15.1 displays attachments in the General Comments section of the business process and can be accompanied by text comments. (In previous versions, workflow actions via were supported in a document type business process but attachments were ignored.) attachments in other business processes are record-level attachments. 27

31 Business Process Enhancements Conditional Reverse Auto-Population This Unifier 15.1 enhancement causes reverse auto-population to occur only when business records are in a status specified in the Reverse Auto-population definition in udesigner. This helps capture the correct values of fields in records. In earlier versions, reverse auto-population of fields in destination forms occurs each time records change status (non-workflow) or when sent to the next step (workflow). There is no way of controlling when reverse autopopulation should occur. In udesigner, the Reverse Auto-Populate definition window displays a new field -- Status(es) -- that allows you to select one or more record statuses for the occurrence of reverse auto-population. If you do not select a status, current functionality prevails. To access this feature: Navigate to udesigner, Business Processes. Open any business process and define conditional reverse auto-population of supported elements in its upper or detail forms. 28

32 Reverse Auto-Populate Status of Non-Workflow Records Business Process Enhancements Unifier 15.1 provides a new data definition -- Record Status Pulldown -- to change the status of a non-workflow business process record using reverse auto-population. Multiple data elements can be created based on this data definition. At runtime, select an option from the list. The values of the list are defined in udesigner when defining the reverse auto-population. For example, a non-workflow asset record is in an In-Service status. Route another business process record through an approval path to decommission the asset record by setting its status as Inactive. Prior to this release, it was not possible to reverse auto-populate the status data element of non-workflow records from another workflow or non-workflow business process record. Note that Unifier allows Webservices to update the status field on non-workflow records. Record Status Pulldown data definition: Category: System Data type: String Data size: 128 characters Input type: String Data elements based on Record Status Pulldown: Place on a business process upper or detail form. Place in a hidden block. Mark an option in the list as default value. Set field behavior as editable, required or read only. Note: You cannot set them as formula, auto-populate, use in validations, as linked elements or in dynamic data sets. Reverse auto-populate definition window for a data element based on Record Status Pulldown has been enhanced. A new field -- Source Dataset -- is available to add dataset values for the destination business process. Note that at runtime, only those values that are valid statuses of the destination non-workflow business process will display in the list. In the Integration settings of the destination business process, add the status field to the template with a direction of Input or Both for successful reverse auto-population. 29

33 Business Process Enhancements To access this feature Navigate to Data Structure Setup, Data Elements to define data elements based on Record Status Pulldown data definition. Navigate to udesigner, Business Processes to define reverse auto-population. 30

34 Copy Referenced Line Item Attachments During Auto-Creation Business Process Enhancements A Unifier 15.1 enhancement of BP Creator elements allows the copying of line item attachments from a referenced business process record to an auto-created business process record. Currently, line items from a referenced business process -- but not their attachments -- are copied during auto-creation. The solution has no impact on the UI in udesigner or Unifier. Successful implementation of the functionality requires the following (current functionality): In udesigner, when defining auto-creation, map line items from source (referenced business process) to destination (auto-created business process) tabs in the Referenced tab of the definition window. In the business process setup, select the Include Attachments check box in the Auto Creation tab. 31

35 Business Process Enhancements To access this feature In udesigner, navigate to Auto-creation Processes node of a business processes to configure BP creators placed in the upper and/or detail form. Navigate to Setup, Business Processes at company workspace or shell level. Open a business process and complete setup in the Auto Creation tab. 32

36 Auto-Create Contracts from Request for Bids Business Process Business Process Enhancements After comparing the received bids and negotiating with the preferred bidder, customers using Unifier 15.1 can select a winning bid and automatically generate a contract (or any other cost BP) from it. In a Request for Bids (RFB) business process, there is currently no way to automatically select the winning bid and auto-create a contract leveraging details in the winning bid. The special behavior of RFB in this enhancement applies to RFB business process with sub-type Line Items with WBS Code. Below is a diagram of a simple RFB workflow. Steps 1 through 5 have special behavior in Unifier. The enhancement focuses on steps 6 and 7. udesigner (Requestor form changes) A new data definition, Bid Picker. A new data element, uuu_rfb_winning_bid (Winning Bid), based on Bid Picker data definition is available for the Requestor upper form. The field is not mandatory. The Winning Bid data element can be placed in a hidden block, added to a Dynamic Data Set for RFB upper form use only, and used as a source for auto-population for Bidder upper form fields. It cannot be used as a destination for reverse auto-population, set to Formula or Reset. In the Detail Form log, New has an additional option to create a second detail tab, Winning Bid for the Requestor form. Add short description, WBS Code (bitemid), WBS Name (bi_item) and other fields as needed. Note: If you choose not to use the enhancement, you can still create a second detail tab, rename and use it as per current functionality. In the Detail Form log, the toolbar displays Copy. Use the function to copy the standard tab and create the second Winning Bid tab. It is disabled after the creation of the second tab. Item Logs automatically displays Winning Bid - Line Item List for the Winning Bid detail tab Auto-creation Processes, Upper: Enhanced BP Creators placed on the upper form also display cost type business processes in the Auto-create Records list. In addition, if the Winning Bid tab is defined, the tab is available in the Current tab for mapping line items to a destination tab. Unifier Admin Mode Business process auto-creation setup, uuu_rfb_winning_bid (Winning Bid) data element is available for creating query conditions. Unifier User Mode The special runtime behavior is tied to the Winning Bid picker. After bid due date has elapsed, use the Winning Bid picker to select a winning bid. Data from the winning bid can be auto-populated on the Requestor upper form, if fields are mapped. The winning bid is checked and displays in bold font in both Show Bids and Compare Bids windows. Lines, including Notes/Resolution from the winner in the Bid Comparison sheet are automatically copied to the Winning Bid tab. 33

37 Business Process Enhancements The requestor can complete Standard tab and fields in the Winning Bid tab. Validation occurs when the requestor routes the record to the next step to check -- for example, missing cost code information in line items in the Winning Bid tab. Auto-creation of contracts or any other cost business process takes place when query conditions are met. If mapped, the auto-created business process copies the Bidder's line items. Note: selection of a winning bid is not required for successful auto-creation. 34

38 Business Process Enhancements To access this feature udesigner: In a RFB design, navigate to Requestor, Upper Forms, Detail Forms, Item Logs, and Auto-creation Processes to make the design changes. Unifier: Navigate to Admin Mode of shells, Setup, Business Processes. Select RFB type business process to set up query conditions, if any for the Winning Bid picker. Unifier: Use the enhanced RFB functionality after bid due date has elapsed and bids received. Use the auto-created cost business process as needed. 35

39 Business Process Enhancements Auto-Create Change Commits from any Business Process In Unifier 15.1, a business process can be configured to auto-create change commits business process records. For example, this enhancement allows a RFI to auto-create a change order. Currently, you must manually create change commits. You cannot auto-create them due to the mandatory refid (Reference Commit) field on the upper form of change commits. The field is used to reference a base commits record. It cannot be used on any other business process (except general spends and payment applications). The enhancement overrides the limitation by allowing the use of a data picker or BP picker on the source business process to select the same base commits record referenced by the change commits record. The BP creator must be placed on the same upper or detail form as the picker. The enhancement automates the change process and reduces the potential for keying errors during manual creation of change commits. udesigner: BP Creator auto-creation configuration now lists all change commits. In the Referenced tab, you can map base commits standard tab line items to change commits' standard tab. Unifier: At runtime, select the base commits record via the BP picker or data picker. This populates the refid field on the auto-created change commits record. Line items from the referenced base commits record are copied into the standard tab of the auto-created change commits record. To access this feature: udesigner: In the source business process design, after placing the BP data picker and BP creator on a form, navigate to Auto-creation Processes to configure the BP creator. 36

40 BI Publisher for Custom Print Business Process Enhancements Unifier 15.1 provides the ability to use BI Publisher for defining Custom Print templates for business processes and other supported modules (Asset Manager, Planning Manager, Space Manager, and Configurable Manager), in addition to Word and PDF custom print templates that existing Unifier users created with third-party applications. The enhancement allows you to: Design the layout of the form and define content. Format the content. Embed data elements within the templates that will dynamically render data from the design being printed. Embed logos and images. Changes made to Configuration, Custom Reports node: Custom Reports node is renamed Custom Prints and Reports. Columns in the Custom Reports log reflect name changes -- for example, Report Name is now Name. A new column, Type, is added. In the toolbar, Find is now available. The New list has additional options -- Custom Print with Internal Data Model, and Custom Print with External Data Model. Existing custom report definition window displays changes to the General tab UI -- for example, Report Name is now Name and Description field is above the Data Model Type field. Corresponding name changes are seen in Access Control for the Custom Reports node. However, there are no new permissions. The Configure permission is required for both reports and print templates. Custom print template definition: In the New list, select an option to create a template using an internal or external data model. The General tab contains the general print information, such as Name, Description, Data Source and the Data Model Type. Data Source lists all Unifier objects that support custom print -- for example, business processes, space attribute names, assets, configurable manager attribute names, etc. Data Model Type is prepopulated with the value selected in the New list. The Template File tab contains information about the print layout along with the corresponding templates and XLIFF translations. Templates using external data models display an additional field to upload the data model. Use the Sample Data tab to download sample data for designing the custom print template file. The XML data can be used in BI Publisher to design the print template file. XML tags in the sample data are displayed for all the fields that are relevant to the selected data source. The tags will be grouped according to XML elements or data sets. Data sets available depend on the type of the data source. A workflow business process displays elements for upper forms, line items, workflow details, comments, etc. In the case of multi-tab business processes, data elements are grouped under separate line items data sets. For example, two tabs will display two datasets, with the tab name tags populated with the tab name. Click Status, Published to publish custom print templates to the associated BI server. Note: Custom print templates are not supported for notifications. Also, there are no changes to the existing custom print functionality in the Custom Print tab of Configuration window for business processes and other supported objects. 37

41 Business Process Enhancements Runtime print functionality: There is no change in the template selection procedure in User Mode. However, there are UI changes in the Custom Format Print window in both workflow and non-workflow records. In a non-workflow object, the window has two sections: The upper, Select a custom print template, lists all templates existing for the object. This includes BIP templates created in the Custom Prints and Reports node and Word and PDF custom print templates created in the Configuration node of the object. The lower, Select a template and format to print, is driven by the selection made in the upper section. The options are enabled for a selected BIP template but disabled for a selected PDF or Word template. In a workflow business process, the window has three sections. The first two are the same. Options in the third Select options for workflow progress section are enabled for Word and PDF templates but not for BIP templates. This is because sorting and filtering options can be customized in the BIP layout. 38

42 Business Process Enhancements To access this feature In the Company Workspace tab, Admin Mode, navigate to Configuration, Custom Prints and Reports. In User Mode, navigate to the object log (for example, a business process log) used as the data source for custom print. Open any record. On the File Menu, select Print Preview,Custom and then select a custom template to use as the print layout. 39

43 Add New Currencies Add New Currencies In Unifier 15.1, company administrators can add new currencies to a predefined list of currencies. Prior to this release, currencies available were limited to the predefined list. The new feature is useful if a country changes its currency or a new country creates its own currency. Also, based on business needs, customers may want to change currency codes or use a currency multiple times with different exchange rates across projects. A new node, Currencies, is added to the Standards & Libraries node in Company Workspace tab, Administration Mode. Currencies Log displays predefined currencies. Click New to add a new currency. Click Open to modify a currency. Currency Code field cannot be edited. Click Delete to delete a currency if no exchange rate has been set for the currency. Click View, Audit to view history of events -- addition and modification of currencies. In Exchange Rates log, corresponding column changes are seen in existing Currency picker when defining a new template. Access Control and Permission tabs display permission settings for Currencies node: Create, Modify, and View. To access this feature: In the Company Workspace tab, Admin Mode, click Standards & Libraries, Currencies. 40

44 Internationalization - Dutch Language Support Internationalization - Dutch Language Support The previous Unifier release provided support for 11 Tier 1 languages as part of Internationalization enhancement. Unifier release extends support for Dutch to be selected as the user preferred language. In the Preferred Region Format list, Dutch(Belgium) and Dutch (Netherlands) options are added for number and currency formatting. The Dutch option is also available in the Language list in the General tab of the Edit User window of Company Users. To access this feature In the logged-in username list on the top right of the Unifier page, click Preferences, Region Format tab. In the Company Workspace tab, Admin Mode, click User Administration, Company Users. 41

45 Proxy Enhancements Proxy Enhancements Unifier 15.1 enables company administrators to restrict users from having proxy users log in to Unifier on their behalf. Current functionality in Unifier allows proxy users to perform tasks -- for example, approve contracts, and other functions on behalf of users. Do not allow Proxies check box is available in Company Users, Edit User window, Proxy tab. Select the Do not allow Proxies check box to disable Add and Settings buttons in the upper Users who can act as my Proxy section. The release also provides Integration support for proxy login setup via CSV and Web Services. Note: For SSO-enabled users, the Security tab has been removed from User Preferences window. 42

46 Proxy Enhancements To access this feature Configure: In the Company Workspace tab, Admin Mode, click User Administration, Company Users. Open properties of a user and select the Do not allow Proxies check box in the Proxy tab. View: In the logged-in username list on the top right of the Unifier page, click the Proxy tab. 43

47 Configurator Enhancements Configurator Enhancements Unifier Configurator in 15.1 displays a new tab, Authentication. In the tab, a User Authentication Type field consolidates all authentication types for SSO configuration developed for Unifier. Select an option in the list to dynamically display other fields. Native: Unifier default authentication mechanism; no integration required. OIM/OAM: Determines integration of Unifier with Oracle Identity Manager (OIM) and Oracle Access Manager (OAM). The option requires the SSO Logout URL for OAM Single Sign On configuration. The option has replaced the check box in the General tab of the Unifier Configurator. Weblogic: Integrates with WebLogic authentication methods. This option requires specification of a WebLogic realm for authentication and group names for mapping WebLogic groups to unifieruser role. LDAP Simple Bind: Configure the server to use the single-bind authentication of the Lightweight Directory Access Protocol (LDAP). Complete Provider, SSL, Security Principal Template and Admin User Bypass fields. This method authenticates directly, based on the user name and password. The Security Principal Template is used to construct the user's Distinguished Name (DN). LDAP Double Bind: Configure the server to use the double-bind authentication of LDAP. Complete Provider, SSL, Provider Base, Authorized User, Authorized User Password, Search Field, and Admin User Bypass fields. This method authenticates the user based on the user's Distinguished Name (DN). The Provider Base is used as the base to search the LDAP tree; when it is not set, the root is assumed. Generic SSO: Supports third-party SSO solution. Complete the SSO Header and SSO Logout fields for OAM Single Sign On configuration. Report tab: Unifier Configurator has an additional option for users to enter the URL to the Oracle Business Intelligence server. This enhancement supports Unifier Analytics. 44