2 Before You Install the Accelerator

Complete the following tasks before you install or run the accelerator. These steps will guide you during connection setup and first runs.

Configure Oracle Primavera P6 EPPM

Perform the following tasks in Oracle Primavera P6 EPPM for this integration:

Create or Use an Existing Project

A project is a temporary endeavor (with a defined start and finish) used to plan, schedule, and control work.

You can either create a new project in Oracle Primavera P6 EPPM, or select an existing one that you will synchronize with Primavera Unifier.

See Creating Projects in the Oracle Primavera P6 EPPM User Guide for details about how to create a project and add it to the EPS.

Set the Schedule Type for Primavera Unifier

In Oracle Primavera P6 EPPM, open the project and set the schedule type that Primavera Unifier will use:
  • Go to Project → EPS → select the project → Set Project Preferences → Integrations → Unifier subsection
  • In Summary Sheet Integration, select the appropriate Schedule Type for this project.

Note:

This step is required because Primavera Unifier needs the schedule type to correctly synchronize WBS, activities, and assignments.

Configure Primavera Unifier

Perform the following tasks in Primavera Unifier for this integration:

Create an Integration User

The integration user refers to the user who is performing integration using the REST services.

See Creating Integration Users in the Oracle Primavera Unifier Administration Help for details about how to create the integration user.

Note:

After you create the integration user, you will:
  1. generate a Base64-encoded version of the integration user's user name and password
  2. and then specify the Base64-encoded user name and password in the access token request that you configure as part of the the Primavera Unifier connection configuration

Create or Use an Existing Shell (Project)

A shell organizes all project/facility information and processes in one place.

You can either create a new shell or select an existing shell to receive Oracle Primavera P6 EPPM WBS, activities, assignments, roles, and resources.

See Creating a Shell in the Oracle Primavera Unifier Administration Help for details about creating a shell.

Link the Oracle Primavera P6 EPPM Project in Primavera Unifier

In the Primavera Unifier project (shell) Details, open the Gateway Integration tab and provide the Project ID of the Oracle Primavera P6 EPPM source project.

This establishes the system-to-system link used by the accelerator.

Align Calendars and Working Hours

Ensure P6 and Unifier calendars (working days/hours, holidays) are aligned.

If calendars are misaligned, Primavera Unifier may reject date updates or show shifted dates.

If needed, create custom calendars to be used by the Schedule Manager (see Creating Schedule Manager Custom Calendars in the Oracle Primavera Unifier User Help )

Generate Base64-Encoded User Credentials for Access Token Requests

A Base64-encoded user name and password is required for the access token requests in the REST connections that you will configure later in this document.

Which User Name and Passwords Do I Need To Encode?

For this accelerator, you need to generate two encodings:

  1. Oracle Primavera P6 EPPM: Generate a Base64-encoded version of your Oracle Primavera P6 EPPM user name and password. This encoded version will be used in the access token request that is documented in the section, P6 REST API (using the REST Adapter).
  2. Primavera Unifier: Generate a Base64-encoded version of your Primavera Unifier integration user's user name and password. This encoded version will be used in the access token request that is documented in the section, Primavera Unifier API (using the REST Adapter) .

How Do I Encode the User Name and Password?

To generate an encoded version of your user name and password:

  1. Go to https://www.base64encode.org/.

  2. Enter the user name and password in the following format:

    username:password

  3. Click Encode.

Where Do I Enter the Encoded User Name and Password in the Access Token Request?

Once generated, you can copy the encoded user name and password and paste it in the appropriate location of your access token request.

Specifically, you will:

  1. Replace the variable <Base64-encoded-username-and-password> in the access token request example in the section, P6 REST API (using the REST Adapter), with the encoded Oracle Primavera P6 EPPM user name and password.
  2. Replace the variable <Base64-encoded-username-and-password> in the access token request example in the section, Primavera Unifier API (using the REST Adapter), with the encoded Primavera Unifier user name and password.