5 Set Up the Primavera Unifier Environment to Invoke the Recipe

After you have configured and activated the recipe in Oracle Integration, you must go back to Primavera Unifier and set up the environment to invoke the business process recipe.

  1. Generate the access token in Primavera Unifier.

    This step is typically done during the initial Oracle Integration connection setup in Primavera Unifier, with help from Oracle Support.

    1. Login to Primavera 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:
      • (Required) In the Integration Name field, enter an alias for the integration (e.g., Unifier Sync for Action Item).
      • (Optional) In the OIC Name field, enter an alias for Oracle Integration Cloud (e.g., Unifier Business Process Sync).
      • (Required) In the API Path field, enter the Oracle Integration endpoint (excluding the Oracle Integration environment URL).

        To obtain the API path, go to Oracle Integration and select Run on the integration (assuming it has been activated), and then copy the path from the top of the Configure and run page.

        For example:

        /ic/api/integration/v2/flows/rest/project/PRI_UNI___BP_SYN_STA_REC_177/ORCL-R-UNIF_BP_REST_SYNC/1.0/unifier/bp/oic

    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 Workflow Setup.
      5. Select Ball in Court, then click Open.
      6. In the Workflow Setup dialog box, select the Integration tab, then from the Send for Action list, select the integration name specified in step 2b above, then click Apply or .OK.
    4. Create a new action item.
      1. Switch to User mode in the project.
      2. Navigate 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 list, select Send for Action.
    5. 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.