Contents Legal Notices... 2 Preface... 5 Introduction... 7 Installation Instructions... 8

Transcription

1 Unifier File Transfer Utility Instructions Release August 2013

2 Legal Notices Oracle Primavera Unifier File Transfer Utility Instructions Copyright 1998, 2013, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate failsafe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. This software or hardware and documentation may provide access to or information on content, products and services from third-parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. 2

3 Contents Legal Notices... 2 Preface... 5 Where to Get Training... 5 Where to Get Support... 5 Introduction... 7 About the Primavera Unifier File Transfer Utility... 7 Installation Instructions... 8 Step 1: Download and Install Java... 8 Step 2: Download and Install Primavera Unifier File Transfer Utility... 9 Step 3: Choose Advanced File Transfer Option Uninstall the Primavera Unifier File Transfer Utility

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5 Preface In This Section Where to Get Training... 5 Where to Get Support... 5 Where to Get Training To access comprehensive training for all Primavera products, go to: Where to Get Support Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired. Using Primavera's Support Resource Centers Primavera s Support Resource Center provides links to important support and product information. Primavera's Product Information Centers (PICs) organize documents found on My Oracle Support (MOS), providing quick access to product and version specific information such as important knowledge documents, Release Value Propositions, and Oracle University training. PICs also offer documentation on Lifetime Management, from planning to installs, upgrades, and maintenance. Visit to access links to all of the current PICs. PICs also provide access to: Communities are moderated by Oracle providing a place for collaboration among industry peers to share best practices. News from our development and strategy groups. Education contains a list of available Primavera product trainings through Oracle University. The Oracle Advisor Webcast program brings interactive expertise straight to the desktop using Oracle Web Conferencing technology. This capability brings you and Oracle experts together to access information about support services, products, technologies, best practices, and more. 5

6 Unifier File Transfer Utility Instructions For more information about working with Support, visit 6

7 Introduction This guide describes how to download and install the Primavera Unifier File Transfer Utility. In This Section About the Primavera Unifier File Transfer Utility... 7 About the Primavera Unifier File Transfer Utility The Primavera Unifier File Transfer Utility is used with the Oracle Java SE Runtime Environment (Java) for transferring files between your local file system and Primavera Unifier. Examples of file transfers include attaching files to business process forms, cost sheets, funding sheets, schedule sheets, and umail messages; and uploading and downloading files to and from Primavera Unifier s Document Manager, which manages project documents for access and collaboration by project team members. Primavera Unifier users can choose between three methods of transferring files. The File Transfer option you choose determines how documents, spreadsheets, drawings and other files are transferred between your local machine and Primavera Unifier. The File Transfer options are: Basic: HTML-based, does not require the installation of special software Intermediate: requires installation of Java Advanced: requires installation of Java and the Primavera Unifier File Transfer Utility With the Advanced option, the Primavera Unifier File Transfer Utility works in conjunction with Java to provide the greatest flexibility for uploading and downloading documents and folders. It supports drag-and-drop uploading/downloading of multiple files and folders. Its advanced functionality for managing reference file relationships in DWG and DGN drawing files makes it easier for users to locate, upload, revise and download reference files. If you are using the Space Manager, the Advanced option must be used for uploading drawing files into the Space Manager. The File Transfer option is selected in the Options tab of the User Preferences window. The Advanced option is the default File Transfer selection for new users. 7

8 Unifier File Transfer Utility Instructions Installation Instructions These instructions are for new and existing Primavera Unifier users who are installing or updating Primavera Unifier File Transfer Utility. If you have a previous release already installed on your system, the installation of a newer release will automatically override the previous version. It is not necessary to uninstall previous versions to upgrade. Note: The Primavera Unifier File Transfer Utility and Java are installed locally and run as client-side applications on your local system. If you access Primavera Unifier from a different computer where you have not installed these applications, and attempt to upload, download or attach files, you will be presented with a screen suggesting installation of Java. A special copy of JRE is installed automatically together with the file transfer utility.to use this utility, you must install the Primavera Unifier File Transfer Utility on each computer you access. Alternatively, if you do not wish to install Java on other computers, you can switch your File Transfer Option (in User Preferences) to "Basic" to use the HTML-based method which does not require the utility installed separately. Step 1: Download and Install Java This step is necessary only if you do not already have Java installed on your machine. The Primavera Unifier File Transfer Utility works with the Oracle Java Virtual Machine (formerly Sun JRE, or JRE applet) on your local machine. Check to see if you already have this plug-in installed. It is not necessary to upgrade to the latest version; the Primavera Unifier File Transfer Utility contains necessary components from a supported Java version within the installation file, but you must have some version of Java installed. Note: Java is also necessary on your local machine in order to view Gantt charts in the Primavera Unifier Schedule Manager (Basic), and also to do graphic markups on documents using the AutoVue viewer. See the Primavera Unifier User Guide or online help for more information. 8

9 Installation Instructions To verify Java is installed on your local machine 1) Click the Windows Start button and choose Control Panel (or click Start, Settings, Control Panel for Windows 2000). The Control Panel window opens. 2) Double-click the Add or Remove Programs icon. The Add or Remove Programs window opens, displaying the list of applications currently installed on your machine. For Windows 7: Click Programs, Programs and Features. The Uninstall or change a program window opens. 1) Look for the plug-in on the list. Different versions of Java may display in the window differently, for example: J2SE Runtime Environment 5.0 (and update number) Java 6 Update 7 (or other update number) 2) Close the Add or Remove Programs window. 3) Download and install the Java application. Primavera Unifier supports Java versions: 1.5.0_6 through 1.6 Update 30. Java releases after Update 30 have not yet been certified for use with Primavera Unifier. If you have an unsupported version installed, it is recommended that you uninstall your JRE and reinstall one of the supported versions. You can find prior versions at: (see (Look for Java 2 Platform Standard Edition (J2SE), JDK/JRE or 6, and choose one of the supported versions from the list.) To configure Java 1) After installing Java, access the Control Panel, Programs, Java. 2) On the Java tab, click the View button. 3) On the User tab, make sure the Java you downloaded is checked / enabled. 4) On the Advanced tab expand Default Java for browsers and ensure that Microsoft Internet Explorer is checked. Click OK. Be sure to close all browser windows when you are done. Step 2: Download and Install Primavera Unifier File Transfer Utility After you have verified that you have the Java on your machine, you are ready to download and install the Primavera Unifier File Transfer Utility. To download the Primavera Unifier File Transfer Utility 1) Log into Primavera Unifier. 2) Click on the Support link in the upper right portion of the Primavera Unifier window. The Support window opens. 3) Click the Download tab. 9

10 Unifier File Transfer Utility Instructions 4) Click the link, Click here to download the application required for Advanced File Transfer Option. The File Download screen opens. 5) Select Save to save the FileTransferSetup.zip file to a location on your local file system. This zip file contains the installation file. 6) Double-click the FileTransferSetup.zip file to unzip the installation file (UnifierFileTransferApp.exe) to a location on your local system. To install the Primavera Unifier file transfer option: 1) Log out of the Primavera Unifier system. Close any other open applications and all IE browser windows. 2) Double-click the installation file UnifierFileTransferApp.exe to begin the installation. The FileTransferSetup window opens. 3) Double-click the UnifierFileTransferApp.exe file to start the installation. The Welcome screen of the Unifier File Transfer Application Setup Wizard opens. 4) Click Next to continue. The File Transfer Utility Installation Options window opens; the File Transfer Utility Files option is selected by default. 5) Click Install to start the installation process. If you have a previous version of the File Transfer Utility already installed, this installation will replace the existing files. 6) The Installation Summary window displays when the Primavera Unifier File Transfer utility is successfully installed. Click Next. 7) When the installation is complete, the final Unifier File Transfer Utility Setup Wizard window opens. Click Finish to exit the setup window. 8) Close any windows that may remain open on the desktop upon completion of the installation. Step 3: Choose Advanced File Transfer Option If you have not already done so, make sure your File Transfer option is set to Advanced in order to use the File Transfer Utility. To select the Advanced File Transfer option 1) Open a new IE browser window and log into Unifier. 2) Click the Preferences link in the upper right portion of the Unifier window. 3) Click the Options tab. 4) Select Advanced as the File Transfer Option from the pull-down menu. 5) Click OK. 10

11 Installation Instructions Uninstall the Primavera Unifier File Transfer Utility If necessary, you may uninstall the Primavera Unifier File Transfer Utility from your machine as follows. 1) From the Windows Start button, click All Programs, Unifier File Transfer Application, Uninstall Unifier File Transfer Application. 2) Click the Uninstall button when prompted. The uninstall process begins. 3) Click Close to close the window when the uninstall process is complete. 11