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Integration

Using the Unifier integration feature, you can import data from an outside data source, such as a business management system or a text file, into Unifier, and export information from the application to an outside data source, such as an accounting system database.

An integration interface is necessary for the bulk editing feature. The bulk edit function works only on fields from the action form (upper form) for the current step in a workflow. It cannot be used to edit the following:

• Auto-populated fields
• Fields in a dynamic data set
• Read-only fields
• Fields from line items
• System-defined fields, such as record number, status, or due date

The integration feature supports:

• Cost BPs
• Line item BPs
• Simple BPs
• Text BPs
• Document BPs and documents
• Code and Records-based configurable manager classes
• Planning Manager planning items
• Shell Manager shells
• User Administration

Integration operates using two methods: CSV files and Oracle Primavera Web Services.

CSV Files

You can use CSV files from the Unifier interface. This integration method is typically for bulk loading data into the application. It creates records and line items, and is useful for converting a company's legacy data into forms.

Web Services

Web Services works outside of Unifier. It is useful for exchanging information between the application and other applications, such as a third-party accounting system that needs to interface with Unifier on a regular basis to exchange cost information. To use Web Services, customers need a basic knowledge of XML and the GET, CREATE, and UPDATE calls. Using these XML calls, Web Services can:

• Create records and line items using data from an outside database.
• Update upper form information on demand
• Retrieve information for use in an outside application.

For more information about Web Services integration, refer to the Unifier Integration Interface Guide. XML integration via Web Services must be coordinated with a representative (Oracle Support).

Integration Interface

To integrate data using either method, you need to create an integration interface in uDesigner. This interface specifies what fields in the Unifier forms you want to create and populate.

For CSV, this interface becomes a template that users can use to enter data. After users enter data into the templates, they must import the template back into Unifier to create and populate specific upper or detail forms.

For Web Services, this interface is used to validate the data that is imported into Unifier. For example, the interface will be used to verify that all required fields are present and that the pull-down lists contain the correct information.

In uDesigner, the interface design consists of upper and detail forms, much as it does in business process design. The upper form of an integration interface collects the upper form information of a business process or attribute form. The detail form collects line item information. In uDesigner, you can create the integration interface for a business process or other component (such as a planning item) as you create the component itself.

In This Section

Creating an Integration Interface

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Last Published Monday, June 3, 2024