Set Up the Unifier Environment to Invoke the Recipe

After you have completed the general configuration, you must set up the Primavera Unifier environment to invoke the business process recipe.

  1. Generate the access token in Unifier.
    1. Login to Unifier and navigate to Company Workspace.
    2. Switch to Admin mode.
    3. Under the Company Workspace, click Integrations, then click Oracle Integration Cloud.
    4. On the Connect tab, click Save & Generate Access Token.
  2. Add the integration.
    1. Switch from the Connect tab to the Integrations tab.
    2. Click Add Integration and then fill in the following fields:
      • In the Integration Name field, enter an alias for the integration (e.g., Unifier Sync for Action Item).
      • In the OIC Name field, enter an alias for Oracle Integration Cloud (e.g., Unifier Business Process Sync).
      • In the API Path field, enter the Oracle Integration endpoint (excluding the Oracle Integration environment URL).
    3. Configure the business process in your project.
      1. Open the project that contains the business process you want to configure.
      2. Switch to Admin mode in the project.
      3. Navigate to Business Process > Action Item.
      4. Click on Workflow Setup.

      5. Select Ball in Court, then click Open.

        The Workflow Setup dialog box opens.

      6. In the Send for Action dropdown, select the integration name created in step 2 above.
      7. Click Apply.
  3. Create a new action item.
    1. Switch to User mode in the project.
    2. Go to Project Management > Action Item.
    3. Click Create.
    4. In the Create New Action Item dialog box, do the following:
      • In the Title field, enter the Action Item Title.
      • In the Assigned To field, select Company Administrator.
      • Click Send.
    5. In the Workflow Action Details dialog box, from the Workflow Actions dropdown, select Send for Action.
  4. Export the integration log.
    1. Open the created Action Item.
    2. Navigate to Integration Log.

    3. Click Export to CSV.

      The log will be displayed in CSV format.