Scheduling Setup
Unifier sends data from all Shells, regardless of the Shell status. If you need to filter the data, based on the Shell status, you (the Administrator responsible for setting up the Analytics Schedule) must set up filter condition on the data and set up a schedule to send the data to OBI.
You can set up Scheduling by clicking the Schedule (on the log toolbar). The Schedule Setup window allows you to set the following:
- Frequency
- Filters
Note: If you change the filter setup, the change only applies to the subsequent runs. Since the scheduled runs sends incremental data (Data that has changed between runs) only, the filter change is applicable to the sent incremental data.
The default option is: Include data from all Shells.
If you select to set up a filter to include data from Shells with a particular status (Include data from Shells with Statuses), the system provides the following Shell statuses:
- Active
- On-Hold
- View Only
- Inactive
You can also exclude data. Include the Shell that you want its data to be excluded (Exclude data from selected Shells) to prevent the data in that Shell from being sent to OBI.
- Data Refresh
Select the Refresh all data button if you made changes to data mappings and data definitions, and want the system to apply your filtering to the existing data in OBI.
- Additional Information
In the Send error notification to field, specify who must receive the error notifications. Notifications are emails that contain failure of data exchange between Unifier and Analytics server. The Administrator can set up Users and Groups to receive these notifications.
Unifier sends data to Analytics periodically. To accommodate your business needs, the following additional granularity, for sending the data, is available.
A user can send data to OBIE every 4, 6, 8, or 12 hours so that the dashboards and reports in Analytics get the latest data. You can set up Scheduling by clicking the Schedule (on the log toolbar). The Schedule Setup window allows you to set the Frequency. Furthermore, you can update the Publish at values according to the frequency.
In addition, since the Company-level data that is seen in Analytics is determined by permissions (see Granting Permissions for Analytics), user permissions impact the data that is being available to the users. An administrator can set permissions in terms of who can view the Company-level information from the respective level Business Processes that are enabled for Analytics.
The Run Now option (toolbar), in the Analytics setup page, enables the admin to run the data publish at-will, for Analytics.
Upon selecting the Run Now option, Unifier displays the following message: "This action will only publish the Unifier data for Analytics and will not update the data seen in Dashboards and Analyses. You must run Analytics ETL to update them. Do you want to proceed?"
This option is available for the users only if the Modify permission has been granted.
When the job of data publish is already running based on the schedule setup, an alert is displayed to inform the user that the job for data publish is already in progress: "Unifier data is already being published based on the schedule. You must wait for this to be complete before performing this action."
See Also
Unifier and Primavera Analytics
Analytics Log (Business Process) Setup
Analytics Log (Cash Flow) Setup
Analytics Log (Cost Sheet) Setup
Analytics Log (Generic Cost Sheet) Setup
Analytics Log (P6 Summary Sheets)
Access Control Changes for Analytics Node in User Mode Access
Analytics Subject Areas and Unifier Data
Granting Permissions to Set Up Analytics
Accessing the Unifier Analytics Dashboard in OBI
Accessing Unifier from OBI server
Action Links (from OBI to Unifier)
Accessing Analytics from Unifier
Publishing Unifier Data to Analytics
Unifier Configurator and OBI Server for On-Premises
Analytics Block and Shell Templates
Last Published Tuesday, December 12, 2023