Connect

In the Connect tab, the Company Administrator can enter the Oracle Primavera Cloud URL and the user's information.

The OPC URL that you enter in the connection details must be same as the one used for the host name of the OPC.

This tab is selected by default and contains the following fields:

Primavera Cloud URL

This field must contain a valid Oracle Primavera Cloud URL, where:

Data from Unifier must be sent to, and
Data from Primavera Cloud must be received from.

You must enter a valid URL that enables Unifier to connect to Primavera Cloud.

Username

This field must contain a valid email address.

You must enter the Primavera Cloud Administrator's username in this field.

Password

This field must contain a valid password.

For security-related reasons, the system uses the values in the Username and Password fields only to generate an access token.

When finished, the Company Administrator clicks Save & Generate Access Token to connect Unifier to the Primavera Cloud.

Unifier uses the Lobby identity application token request by sending the URL, username, and password values to get the access token and refresh token.

After entering the URL and credentials and clicking Save & Generate Access Token, the system will save the Primavera Cloud End Point URL and generate the access token. The system then uses the Lobby identity API by sending the username and password values to get the access token and refresh token.

Notes:

The refresh token will be generated before the access token expires.
If the server name and the host and scope name are different, the Primavera Cloud connection will not be established.

The system will use the access token (which will be generated based on the username and password) to authenticate the Primavera Cloud public API to send (push) and receive (pull) cash flow data for selected projects.

If the values of the URL or credentials have been entered correctly, you will see this message: "The access token has been generated successfully."
If for any other reason the system cannot generate the access token, you will see this message: "The access token cannot be generated. Contact your Administrator for additional details."

See Also