Primavera uDesigner
First Time User Setup Guide
Version 9.10.0.0
11/12
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Contents
INTRODUCTION
About
Configuring Your System for Unifier and uDesigner
Customer Support Contact Information
CONFIGURING
THE IE BROWSER
Verify
Internet Explorer Version
Internet
Explorer Settings
Configure
General Internet Options
Configure
Security Settings
Configure
Privacy Settings
Configure
Advanced Settings
LOGGING
INTO UDESIGNER FOR THE FIRST TIME
Username
and Password
User
Login
Security
Warnings
Preventing a Security Warning from Recurring
Online Help and User Guides
This document explains how to configure your computer for
use with Unifier and uDesigner. You may need to have Administrator privileges
on the local machine before you can install certain applets. Always review
this information with your IT department.
About Configuring Your System for Primavera Unifier and Primavera uDesigner
Primavera Unifier and uDesigner run in an Internet Explorer browser
window. This document outlines the settings within Internet Explorer 7, 8, and 9 that
need to be configured in order for these applications to run successfully.
This setup must be performed for each computer on which you will be running
Primavera Unifier or Primavera uDesigner. In addition, this document helps you to log on and
get started using Primavera Unifier and Primavera uDesigner for the first time. For the full list of system requirements and versions, see the Primavera Unifier and uDesigner Configuration Information document.
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 and uDesigner. These settings are required
in order for the applications to run properly.
When you have finished configuring the computer, log out of
Primavera Unifier or Primavera uDesigner and close the browser completely in order for the
new settings to take effect.
Verify Internet Explorer Version
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.
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
and Primavera uDesigner.
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.
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 and 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.
Pop-up Window Display (IE 7, 8, 9)
This setting helps ensure the Unifier and uDesigner 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 (for example, "*.skire.com").
Vista users may prefer to use Trusted Sites zone and disable "Protected
Mode," which can interfere with some Primavera Unifier or Primavera uDesigner functions.
To open the
Security Settings window
1
In the Internet Options window, click the Security tab.
2
Select Internet
or Trusted Sites as the “zone” at the top of the tab.
If you use Trusted Sites, be sure to add your Primavea uDesigner site, for example, (for example, "*.skire.com")as a trusted
site by clicking the Sites button.
3
Click the Custom Level button. The Security Settings window opens.
To set security
level
In the Security Settings window, click the Reset to: dropdown menu and select Medium.
Enable File Downloads
The following setting is needed for successful file downloads
from Primavera Unifier and Primavera uDesigner.
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 the browser to display Primavera Unifier and Primavera uDesigner
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.
Enable Internet Explorer Pop-up Blocker
Third party pop-up blockers can cause problems in Primavera Unifier
and Primavera uDesigner. 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 and Primavera uDesigner, because the applications employ 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 and Primavera uDesigner.
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 Primavera Unifier and Primavera uDesigner 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.
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 Primavera Unifier and Primavera uDesigner 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).
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.
Logging Into Primavera UDesigner for the First Time
The following will help you get started using Primavera uDesigner for
the first time.
Username and Password
Before you can log in, 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 system. Your Primavera Unifier/uDesigner 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. If you have not received this
information, contact your company administrator.
User Login
To log into Primavera uDesigner
1
Launch Internet Explorer and enter the web address that your company administrator sent to you.
2
Enter your Username and Password into the login window and click Login.
Security Warnings
The first time you perform certain functions in Primavera Unifier and
Primavera uDesigner, there are security warnings that may appear confirming the use of Java applets from these business
partners. Follow the instructions below to prevent the warnings from recurring
every time that you use the functionality that requires these certificates.
Preventing a Security Warning from Recurring
A first time user may receive a security warning.
To prevent
the security warning from recurring
Select Always trust
content from ..., then click Yes.
Online Help
When using Primavera uDesigner, if you have a question or need further
assistance regarding a specific feature, click the Help menu at the top of every Primavera uDesigner page on the menu bar. The
Help menu includes the Primavera uDesigner online help and the Reference Guide, which is viewable
in Adobe® PDF format. You can also view the Primavea uDesigner release notes to
see what's new in the current version.
Primavera uDesigner First Time
User Setup Guide
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