Enabling Unifier Users and User Security

To bring Primavera Unifier users and user security into Construction and Engineering Analytics:

  1. Sign in to Primavera Unifier.
  2. Grant access to Analytics in Unifier:
    • For all company-sponsored shells, select the following options: Unifier, Company workspace tab, Switch to Admin Mode, User Administration, Access Control, User Mode Access, Company Workspace, Non-Navigational Nodes, and then select Analytics.
    • For all company-sponsored projects (standard), select Unifier, Company workspace, Switch to Admin Mode, Access Control, User Mode Access, Project/Shells, Non-Navigational Node, and then select Analytics.
    • For shell-specific permissions, select a <Shell Name>, and then select Switch to Admin Mode, Access Control, User Mode Access, Non-Navigational Nodes, and then select Analytics, as shown above.
  3. Click Add Users / Groups.
  4. From the Users / Groups window, select the intended users and/or groups and click Add.
    • For individual users or multiple users with same permissions, review the Permission Settings, adjust as needed, and click OK.
    • For multiple users with different permissions, click OK to return to the Permission Settings window.
      1. In the upper area, select Users or Groups.
      2. In the lower area, select Modify or View access for the selected user or group.
      3. Click OK.
      4. Click Apply to save changes and keep the window open.

        or

        Click OK to save changes and close the window.

  5. In the left pane, select Access Control, Administration Mode Access, and then expand either Company Sponsored Projects (Standard) or Company Sponsored Shells as applicable.
  6. Open the desired project.
  7. Select Add, select the desired users, and modify permissions as needed.

    Note:

    After permissions are setup, the access doesn’t get reflected in Construction and Engineering Analytics immediately.
  8. To add all users into Construction and Engineering Analytics:
    1. Once all the desired users are added, select Company Workspace, Analytics and then run the Schedule to publish changes to staging tables. For more details, see Setting Up a Publishing Schedule For Unifier Data.
    2. Run the Unifier Publication service followed by an ETL/ingestion run for the permissions to get reflected in the Unifier staging tables.
    3. Once the user is present in the staging tables, rerun the Data Warehouse ETL/ingestion to bring the user permission information into the W_USER_S table.