Implementing New Features and Updates after a Configuration Package is Deployed in Unifier Essentials
After your Site Administrator (the Oracle Cloud Administrator) deploys updates for Unifier Essentials, you might need to complete additional steps to use any new features in your organization.
If a new business process (BP)—workflow or non-workflow—is provided, complete the following:
- Update Home and Project/Shell User Mode Navigators to include the new BPs. For more information, see Configuring the User Mode Navigator.
- After deploying the updated Navigators, update permissions for the new BPs and add them to your custom project/shell templates. For more information, see Updating Shell Templates.
- Update Business Process Setup and Access Control from the Oracle shell template to your custom project/shell templates. For more information, see Updating Shells - Setup Node, Business Process, Updating Shells - Access Control Node, and Updating Shell Templates.
- Update permissions for the new BPs in your project/shell templates, and push an update of the Business Process Setup to existing projects/shells from your project/shell templates. For more information, see Updating Shells.
- Update the new publish path field on active Folder Template BP records at the Company level. For more information, see Folder Template Business Process.
- Update the new block fields on the Project Configuration BP record in your project/shell templates or reselect the updated Folder Template record to auto-populate the fields. For more information, see Project Configuration Business Process and Working with Folder Structure Templates.
- Perform a bulk update of existing Project Configuration BP records in all projects/shells from the Master log to push the update with new fields to all projects/shells. For more information, see Editing Multiple BP Records (Bulk Edit) from Master Log - Business Process Node.
If a new Custom Report is provided, update the Project/Shell User Mode Navigator and update permissions to see the report. For more information, see Setting Permissions on Report, Setting Permissions for Custom Reports, and Adding a Report to Navigator.
If new or updated templates for the activity sheet or cash flow curves are provided, update your project template with the new features provided in the ORACLE PROJECT TEMPLATE, and then complete the steps outlined in Updating the Cash Flow Properties by Using the ORACLE PROJECT TEMPLATE.
Last Published Tuesday, April 15, 2025