Configuring Unifier Connection

Before scheduling ingestion runs for Primavera Unifier data, you will need to configure Unifier settings and select an ingestion schedule.

Note:

This topic is applicable only if your organization has purchased the Construction and Engineering Analytics module.
  1. From the " " Navigation Menu, select Administration, then Data Management.
  2. On the Data Source page, from the Actions Menu associated with the Unifier connection, select Edit.
  3. From the Edit Unifier Connection page, click Start.
  4. Select each checkbox to choose your settings:
    • Project Shell History Level: Controls project shell history levels.
    • BP Data History Level: Controls business process (BP) data history level. Select the frequency of BP history tables to capture the history of BP dimensions.
    • Level Data History Level: Controls level history for (Facility and Asset Management).
    • Cash Flow and Cost Sheet Data History Level: Controls the cash flow history and cost sheet history tables.
    • Space Data History Level: Controls space history tables.
    • Store Unifier history: Controls Unifier history tables. When the checkbox is selected, the system keeps the history tables running. To disable all history tables, leave the checkbox deselected.
    • Advanced Settings: Enable Unifier slowly changing dimensions: Controls the capability to see how business process has changed over time. A business process history can then be generated weekly or monthly. Select the checkbox to captures history for all projects and business processes. This includes non-dynamic business process related dimensional data, and dynamic dimensional data for business process (UDFs) metadata. Deselect the checkbox to disable business process history.
    • Use P6 project name for Unifier project: Controls the source that will be used for naming a Unifier project. If the Unifier project ID is identical in P6 and Unifier, then the project name from P6 will be used for the Unifier project. If the checkbox is deselected, the system uses the project name from Unifier.
  5. Click Continue to proceed to the next step in the workflow where you can configure the ingestion schedule. See Setting up an Ingestion Schedule.