Importing Code and Records-Based Configurable Managers

You import configurable managers in the Configurable Modules node.

To import a configurable manager from Primavera uDesigner

1 Go to the Company Workspace tab and switch to Admin mode.
2 Click uDesigner > [configurable manager] in the left Navigator. The Primavera uDesigner Configurable Manager log opens. The log lists the configurable managers that can be imported. The name of the Configurable Manager is determined in Primavera uDesigner.
3 Click the Import button. The Primavera uDesigner Login window opens.
4 Enter the following information:
Company Short Name: Identifier used for your company, which was set up at the time of company configuration.
Authentication Key: Set up at company configuration. It is like a password that provides import access to the Primavera uDesigner processes. Contact your site administrator for more information.
uDesigner URL: Web address of the Primavera uDesigner server.
5 Click OK. The Import window opens, listing the configurable managers that can be imported.
6 Choose a configurable manager from the list and click Import. The configurable manager is added to the log, and a new node for the manager is created under Company > uDesigner. The name of the node is the name of the manager that you imported. Permissions for the node is based on existing permissions for the Company > uDesigner node.

Importing Forms that Contain Data Pickers: Data pickers point to a data source for the records they display. If that data source—the BP, shell, or manager class—to which the picker is pointing is not already in Unifier, you will receive a warning. The business process will not operate correctly until the data source is imported.

 

 

 

 


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