Table of Contents
- Title and Copyright Information
- Getting Started with General Administration Guide
- Security Considerations
- Signing In the First Time and Confirming the Base Currency
- Companies
- Administrators
- Permission-Based Security
- Company Workspace Landing Page (Admin)
- Shell Landing Page (Admin)
- Project Landing Page (Admin)
- Queries
- Dashboards
- Self-Service Portal
- Adding & Managing Partner Companies
- Access Company Details (Edit Company Window)
- Background Jobs
- Event Audit Log
- Event Notifications
- uDesigner Overview
- User Administration
- Owner Company or Sponsor Company
- Partner Company or Member Company
- Assigning Application Access (Cloud Only)
- Editing User Permissions at Company, Shell, and Project Levels
- Importing User Attribute Form
- Adding and Managing Company Users
- Add a New Company User
- Collaborator User
- Delete a User
- Import Company Users (Add Users or Update Users)
- Export User Records
- Manage User Login Information (Security Tab)
- Manage a User's Group Membership (Groups Tab)
- Edit User Permissions (Permissions Tab)
- View User's Project and Shell Membership (Project/Shell Tabs)
- Designate a Proxy User (Proxy Tab)
- Send Email to a Company User
- Unlock a Locked User Account
- Change the Status of Multiple Company Users
- View or Print User Audit Log
- Reactivating Users
- Creating Partner Companies, Users, and Permission Settings (On-Premises Only)
- Creating Partner Companies and Users (Cloud Only)
- Adding and Managing Partner Company Users
- Adding and Managing Groups
- Integration Users
- Managing Users in Bulk
- Creating and Managing User Preference Templates
- Updating the Email Address for a Project/Shell
- Creating and Maintaining an Approved Email List for Project/Shell Mailboxes
- Managing Permissions and Access Control
- Announcements Node
- Working with the License Manager
- Running System Usage Reports
- Setting Permissions for Inbox
- Setting Permissions for Unpublished Attachments
- Task Reassignment (Company and Project)
- Viewing and Managing Cash Flow Jobs and Auto Snapshots
- Activity Manager
- About Consent Notices (Administrator)
- Translating Custom Strings (Internationalization)
- Internationalization Node Properties
- Internationalizing Environments
- Translating Methods
- Assigning Permissions
- Displaying Custom Strings and System Strings
- Internationalization and CSV Files
- Internationalization and Web Services
- Internationalization (Email Notifications)
- Internationalization (Support for Tools)
- Internationalization (BI Publisher/Oracle Analytics Publisher Custom Reports)
- Internationalization (Dashboards)
- Internationalization (Help Files)
- Internationalization (Spell Check)
- Internationalization (Date and Time Zone Formats)
- Internationalization (Audit Log)
- Configuring and Publishing BI Publisher/Oracle Analytics Publisher Custom Templates (Custom Prints and Reports)
- Custom Templates (Custom Prints and Reports) Overview
- Assigning Roles and Permissions to BI Publisher/Oracle Analytics Publisher User to Publish and Run Reports
- Creating Data Model (.XDM) File
- Custom Templates Windows Log
- BI Publisher/Oracle Analytics Publisher Report Levels
- Sample XML Data for Custom Templates (Custom Prints and Reports)
- Creating BI Publisher/Oracle Analytics Publisher Custom Print
- Creating Custom Email Template
- Publishing BI Publisher/Oracle Analytics Publisher Custom Print
- Parameters for External Multiple Custom Print
- Creating BI Publisher/Oracle Analytics Publisher Custom Report
- Download and Install BI Publisher/Oracle Analytics Publisher Desktop for Microsoft Office
- Building Report Template (RTF)
- Publishing BI Publisher/Oracle Analytics Publisher Custom Report
- Making a New Custom Report Appear in Navigation
- Setting Permissions for Custom Reports
- Running a Report
- Uploading a Template for External Data Model Type Custom Report
- Downloading Sample XML Data for Designing New Templates
- Modifying Existing XDM for Custom Report or Custom Print Configuration
- Adding a Dynamic Image in the Custom Print Template
- Adding a Dynamic Image in the Custom Report Template
- Adding a Dynamic Image in a BI Publisher/Oracle Analytics Publisher Report
- Adding Rich Text Data Element in BI Publisher/Oracle Analytics Publisher Report and Custom Print
- Connect to the Database
- Configuring Project Numbering and Status
- Configuring the User Mode Navigator
- Create a User Mode Navigator Configuration
- Create a Grouping Node
- Rename a Grouping Node
- Change the Icon of a Grouping Node
- Move Nodes within the Navigator
- Remove Unused Nodes (Modules) from the Navigator
- Delete a Grouping Node
- Deploying a Navigator Configuration
- Delete a Navigator Configuration
- Restore the Navigator to Previous or Default Configuration
- Unifier Mobile Application
- Unifier and Other Oracle Applications
- Unifier and Primavera Analytics
- Analytics Node
- Analytics Log Properties
- 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)
- Analytics Log (Shells)
- Analytics Log (Space Manager)
- Analytics Log (Vendors)
- Scheduling Setup
- Access Control Changes for Analytics Node in User Mode Access
- Analytics Subject Areas and Unifier Data
- Granting Permissions to Set Up Analytics
- Analytics and Dashboards
- 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
- Analytics Block and Shell Templates
- Unifier and Primavera P6
- Unifier and Primavera Gateway
- Unifier and Oracle Primavera Cloud
- Unifier and Oracle Integration
- Integrating a Project/Shell with Oracle Primavera Cloud
- Integrating a System Activity Sheet or Master Rate Sheet through Oracle Integration
- Unifier and Primavera Analytics