You are here: Primavera Unifier Administration Mode > Shell Administration > setting up Shells

setting up Shells

Before you begin: Shells types must be designed in Primavera uDesigner.

Step 1: Import shell types. Import into Primavera Unifier the shell types that were designed in Primavera uDesigner.

Step: Set permissions to configure the Shell Manager.

Step 3: Configure the Shell Manager.

Step 4: Set permissions to administer shell templates. These can be used to create shell instances in User Mode.

Step 5: Create shell templates. These can be used to create shell instances in User Mode.

Step 6: Set permissions to add or modify shell instances.

Step 7: Create new shell instances. You can create shell instances for the user.

Note: You will set permissions at several points during shell setup, in order to be able to access, or to grant access to, various aspects of working with the shell.

Importing shell types

Access the shell types in the shell manager

Setting permissions to configure shell types in the shell manager

Configuring shell types

Configure a data picker for the shell

Setting permissions to administer shell templates

Creating a shell template

Setting permissions to create or modify shell instances

Creating a shell instance

Oracle Corporation