Post Installation Guide for Primavera Contract Management 14.1 July 2014
Contents About the Contract Management Post Installation Administrator's Guide... 5 Viewing and Modifying Contract Management Settings... 5 About the Primavera Administrator... 5 Launching the Primavera Administrator... 5 Reviewing and Modifying Configurations for the Primavera Administrator... 6 Changing a Setting in the Primavera Administrator Tree View... 6 Changing a Setting in the Primavera Administrator Table View... 6 Adding Database Groups in the Primavera Administrator... 7 Copying Group Databases in the Primavera Administrator... 7 Deleting Configurations and Database Instances for the Primavera Administrator 7 About the Table View and Tree View... 7 About the Authentication Folder in the Primavera Administrator... 8 Configuring LDAP Settings in the Primavera Administrator... 8 Configuring Web Single Sign-On Settings in the Primavera Administrator... 9 Configuring Autovue Integration Settings in the Primavera Administrator... 9 Configuring BI Publisher Settings in the Primavera Administrator... 9 Configuring Configuration Management Settings in the Primavera Administrator 10 Configuring the Default Content Repository Settings in the Primavera Administrator... 10 Adding Alternative Content Repository Configurations in the Primavera Administrator... 13 Cloning Content Repository Configurations in the Primavera Administrator... 15 Configuring Database Settings in the Primavera Administrator... 15 Configuring Group Database Settings in the Primavera Administrator... 16 Configuring ADMIN Database Settings in the Primavera Administrator... 17 Configuring P6 EPPM Schedule Database Settings in the Primavera Administrator17 Configuring Preferences Settings in the Primavera Administrator... 18 Configuring User Productivity Kit Settings in the Primavera Administrator... 19 Configuring Web Server Settings in the Primavera Administrator... 19 Configuring Admin Email Configuration Settings in the Primavera Administrator 20 Setting Up the Contract Management Environment... 21 Starting the Administration Application... 21 Adding Contract Management Users... 21 Viewing Reports and Forms in Contract Management Using BI Publisher... 22 Upload Sample Folders from the Contract Management Media Pack to the BI Publisher Server... 23 Configure BI Publisher Settings in the Contract Management Administration Config Utility... 24 Import Reports and Forms into Contract Management... 25 Importing Users from LDAP... 27 Creating Administrators for LDAP in Contract Management... 29 Configuring Oracle Access Manager for Contract Management... 29 3
Post Installation Guide for Primavera Contract Management 14.1 Installing and Configuring the Oracle Primavera SharePoint Connector... 30 Installing the Oracle Primavera SharePoint Connector... 30 Create the Website... 30 Install the software... 30 Test the Web Services function to ensure it installed correctly... 31 Configure the Oracle Primavera SharePoint Connector URL in Primavera Administrator 31 Connecting Oracle WebCenter Content Core Capabilities (WCCC) to Contract Management... 32 Configuring Oracle WebCenter Content Core Capabilities (WCCC) to Work with Contract Management... 32 For More Information... 35 Contract Management Module Documentation... 35 Where to Get Training... 36 Where to Get Support... 36 Finding the Contract Management Master Note with Oracle Technology Network... 37 Contract Management (v14.1) Media Pack... 37 Legal Notices... 38 4
About the Contract Management Post Installation Administrator's Guide Once you have installed and configured Contract Management, this guide will tell you how to begin using them. You should complete most of the tasks in this guide before you let your users work with Contract Management. These tasks include information about configuring your users and security settings and privileges and configuring the Primavera Administrator application. Viewing and Modifying Contract Management Settings This chapter describes how to view and modify Contract Management configuration settings in the Primavera Administrator. Run this utility to change database, authentication configuration, or general preferences settings. About the Primavera Administrator As the system administrator, you can use the Primavera Administrator application to review, modify, add, and delete Contract Management configurations. Caution: Only experienced administrators should use the Primavera Administrator to modify configuration settings. Many of the defaults are set to maximize the performance of your database. You should change them only if you are certain a change is needed. Launching the Primavera Administrator You must run the Primavera Administrator locally. After launching the Primavera Administrator, you will be prompted for an Admin Superuser name and password. To launch the Primavera Administrator: 1) Navigate to the Contract Management home directory. By default, this is: \Program Files\Oracle\ContractManagement 2) In this folder, open the \Utility\CMAdminConfig folder: 5
Post Installation Guide for Primavera Contract Management 14.1 \Program Files\Oracle\ContractManagement\Utility\CMAdminConfig 3) Run the admincm.cmd script (admin.sh in a non-windows system). 4) Login as expadmin (for an Oracle database) or exp (for a Microsoft SQL Server Database). Reviewing and Modifying Configurations for the Primavera Administrator The Primavera Administrator presents configuration settings for Contract Management in a tabbed dialog box. The Tree View tab displays the current configurations and settings in an expandable and collapsible hierarchy. The Table View tab displays the current configurations and settings in a table, organized alphabetically in ascending or descending order. The Log displays a history of configuration changes. Tips To display brief setting descriptions for configuration and authentication settings, select Show tool tips in the Tree View or Table View tabs. Position the mouse over a setting to read the popup description. Fields that are populated automatically as part of the installation are the Factory Default configuration settings. You can modify these and other settings if needed. To return a setting to its default value, right-click it and select Revert to default value. To sort the content of a column in the Table View tab, click the column heading. Sorting can help you distinguish similar settings contained in multiple configurations. Changing a Setting in the Primavera Administrator Tree View To change a setting value: 1) Click the Tree View tab to display a hierarchical view of the settings. 2) Expand the folders to display the setting. 3) Triple-click the setting name. Note: You can also press F2 to change to Edit mode. 4) Type a new value. 5) Click Save Changes. Changing a Setting in the Primavera Administrator Table View To change a setting value: 1) Click the Table View tab to display the settings in columns and rows. 2) Click column headings to sort information in columns and scroll to the value you want to change. 3) In the Value column, click in the cell that contains the value to be changed and do one of the following: Delete the current value from the cell and enter a new value. If a menu displays, select a new value. 4) Click Save Changes. 6
Viewing and Modifying Contract Management Settings Adding Database Groups in the Primavera Administrator To add a new Group database to a configuration: 1) On the Tree View tab, expand Database Settings. 2) Right-click Database Groups and select Add Database Group. 3) In the Configure Group Database dialog box, enter information for the new group and click OK. Copying Group Databases in the Primavera Administrator To copy or duplicate a Group database: 1) On the Tree View tab, expand the tree to the Group database you want to duplicate. For example, select Database Settings/Database Groups/GROUP[1]:cmdemo. 2) Right-click the folder of the database you want to duplicate. 3) Do one of the following: Select Duplicate. Right-click and select Copy and then right-click and select Paste. 4) Enter a unique name for the new instance and edit other settings as required. 5) Click Save Changes. Deleting Configurations and Database Instances for the Primavera Administrator To delete a configuration or database instance: 1) Select it. 2) Right-click and choose Delete. Tips You cannot delete the Factory Defaults configuration. You can delete any custom configuration, but not all of them. You must always have one custom configuration. You can delete any database instance associated with a configuration, but not all of them. Each configuration must have at least one database instance. About the Table View and Tree View Many of the settings in the Table View and Tree View tabs are already set for you. You should change them only if you are certain a change is needed. Use these tabs to: Create new configurations. Delete configurations. Configure your settings for the application. 7
Post Installation Guide for Primavera Contract Management 14.1 About the Authentication Folder in the Primavera Administrator The information below details all settings available from the Authentication folder in the Primavera Administrator. Configuring LDAP Settings in the Primavera Administrator Contract Management provides native, proprietary authentication that is installed by default. After the installation, you can configure Lightweight Directory Access Protocol (LDAP) authentication if you prefer. LDAP authenticates users through a directory and is available for Contract Management. In LDAP mode, an LDAP directory server database confirms the user's identity when they attempt to login to Contract Management. In addition to these settings for enabling LDAP authentication, you can set values of mapped database fields per user. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure LDAP settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Authentication. 3) In the Mode field, choose LDAP. 4) Expand Authentication/LDAP/Connection Information. 5) Enter a value for each of the fields. The SSL Certificate Store and SSL Store Password fields are only required if you are using SSL. a. In the Host field, enter the host name of your LDAP server. b. In the Port Number field, enter the port number of your LDAP server. The default is 389. c. In the Username field, enter the LDAP user name that has privileges to log into the LDAP server and perform LDAP searches. d. In the Password field, enter the password for the user name you entered above. e. In the Base Distinguished Name field, enter the base domain name of the LDAP server. f. In the SSL Certificate Store field, enter the full path to the keystore that holds the SSL certificate for the LDAP server. g. In the SSL Store Password field, enter the password for the keystore that holds the SSL certificate. 6) Expand LDAP/LDAP to DB Field Mappings. 7) Expand each Field Map folder and set LDAP user field mappings as appropriate for your site. Note: Mapped Database Field: LOGIN_NAME is a required field for which you must enter a value. All other fields are optional. Set them as appropriate. 8) Click Save Changes. 8
Viewing and Modifying Contract Management Settings Configuring Web Single Sign-On Settings in the Primavera Administrator Single Sign-On (SSO) controls access to web applications. In SSO mode, Contract Management is a protected resource. When a user tries to login, a web agent intercepts the login and prompts the user for login credentials. The web agent passes the user's credentials to a policy server, which authenticates them against a user data store. With SSO, once the users log in, they are logged into all web applications during their browser session (as long as web applications authenticate against the same policy server). The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure web single sign-on settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Authentication/Web Single Sign-On. 3) Enter a value in each of the fields. a. In the User Name Header Key field, enter the string in the HTTP header that identifies the user name. b. In the Context Path Override field, enter the base URL for Contract Management. c. In the Server and Port Override field, enter the server name and port where the URL should go. 4) Click Save Changes. Configuring Autovue Integration Settings in the Primavera Administrator These settings are necessary to enable Contract Management users to view documents using Autovue. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure Autovue integration settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Autovue Integration Settings. a. In the URL field, enter the URL of the host where the vuelink for the content repository is installed. For example, for SharePoint: http://<hostname>/<cm Sharepoint_site>/_layouts/1033/vue.aspx For example, for Oracle WebCenter Content: http://<hostname>/idc/jsp/autovue/csiapplet.jsp b. In the Enable field, select the option to set this field to true. Clear the option to set this field to false. 3) Click Save Changes. Configuring BI Publisher Settings in the Primavera Administrator You must connect BI Publisher to Contract Management to view and print reports and documents. BI Publisher should be configured after installing Contract Management. 9
Post Installation Guide for Primavera Contract Management 14.1 Note: To avoid errors, start the BI Publisher WebLogic server before the Contract Management WebLogic server. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure BI Publisher settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand BI Publisher. 3) Enter a value for each of the fields. a. In the Username field, enter the user name that has rights to run reports in BI Publisher. b. In the Password field, enter the password for the user name you entered above. c. In the WebService URL field, enter the URL for the Business Intelligence server to which Contract Management connects. The URL should point to the WSDL. For example: http://host:port/xmlpserver/services/publicreportservice?wsdl 4) Click Save Changes. Configuring Configuration Management Settings in the Primavera Administrator These settings are necessary to determine whether to gather client configuration information and when. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure configuration management settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Configuration Management. 3) Enter a value for each of the fields. a. In the Configuration Capture field, select the option to turn the configuration capture on, true. Clear the option to turn the configuration capture off, false. b. In the Configuration Capture Time field, select the time to start the configuration capture. 4) Click Save Changes. Configuring the Default Content Repository Settings in the Primavera Administrator You can modify settings of your pre-configured Oracle, Microsoft SharePoint, or CMIS content repository. You can also change the type of content repository that you are using with Contract Management and all related attributes. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure content repository settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Content Repository. 10
Viewing and Modifying Contract Management Settings 3) In the Type field, select the type of repository you are using with Contract Management, either Oracle, SharePoint, or CMIS. 4) Set the repository attributes for the type of repository you chose in the previous step: a. If you chose Oracle: 1. In the Content Repository folder, expand the Oracle WebCenter Content folder. 2. In the Oracle WebCenter Content folder, expand the Default folder. 3. In the Oracle Host Name field, enter the IP address or the machine name for the content repository host. 4. In the Port field, enter the port number where the content repository resides. The default is 4444. 5. In the Oracle Home field, enter the root level folder for the content repository. 6. In Oracle WebCenter Content Core Capabilities (WCCC), create a root level folder beneath Contribution Folders. The Oracle Home field must contain both Contribution Folders and the root you create. The root path must start with \\ and end with //. For example: \\Contribution Folders//CM// 7. In the Oracle Security Group field, enter the name of the Oracle security group. This is set by the Oracle Administrator. 8. (optional) In the Oracle Security Account field, enter the Oracle security account, if it was set up by the Administrator. 9. In the Oracle Document Type field, enter the Oracle document type. This is set by the Oracle Administrator. The default is CmDocs. 10. In the Metadata Prefix field, enter the prefix. The default is Cm. 11. In the Admin User field, enter the administrator user name required for accessing the content repository for administrative and maintenance purposes. This user name must exist on the content repository server, and must have administrative privileges. 12. In the Authentication Mode field, enter the authentication mode used for access to the Oracle WebCenter Content Core Capabilities (WCCC) server. If these conditions are not met, content repository functions will not be available to Contract Management users. You can select from Single User or Multiple User. Multiple User is the default. Caution: When using multiple user authentication mode, you should disable Oracle WCCC Guest Access. If Guest Access is enabled and the guest user is not part of the Contract Management security group, that user will not be able to access Contract Management repository functionality. b. If you chose SharePoint: 1. In the Content Repository folder, expand the Microsoft SharePoint folder. 2. In the Microsoft SharePoint folder, expand the Default folder. 3. In the Login Name field, enter the name required for logging onto the content repository. 4. In the Password field, enter the password for the login name you entered above. 11
Post Installation Guide for Primavera Contract Management 14.1 5. In the Authentication Mode field, enter the authentication mode used for access to the Microsoft SharePoint server. If these conditions are not met, content repository functions will not be available to Contract Management users. You can select from Single User or Multiple User. Single User is the default. 6. In the Host Name field, enter the name of the host on which the content repository resides. 7. In the Domain Name field, enter the SharePoint authentication domain name. 8. In the URL field, enter the URL of the Microsoft SharePoint document library used by Contract Management. This document library is internal to Contract Management. 9. In the Web Service URL field, enter the URL of the Oracle Primavera SharePoint connector. 10. In the External Document Library URL field, enter the path to the document library that is external to Contract Management. Users can browse this library for documents to attach to Contract Management documents. c. If you chose CMIS: 1. In the Login Name field, enter the user name for your content repository. 2. In the Password field, enter the password that corresponds to the Login Name you entered in the previous step. 3. In the Authentication Mode field, enter the authentication mode used to access the content repository server. Users cannot access content repository functions if you do not configure this setting. If you choose Multiple User, each Contract Management content repository-related user name must have an equivalent content repository user name. For example, a Contract Management user named "Joe" must have an equivalent user named "Joe" in the content repository. If you choose Single User, the administrative user specified in the Login Name setting must have access to all appropriate security groups to browse to documents outside of the Contract Management home folder. 4. In the Repository Name field, enter the name of your content repository. 5. In the Document Home field, enter the location where you want to store Contract Management documents. 6. In the Web Service URL field, enter the URL for your web services home. 5) Click Save Changes. Tips Use Single User authentication mode to always login with the Admin user name. In this mode, no matter which user logs onto Contract Management, the Modified By and Created By columns for versions and attachments in the content repository will be the same user name specified in the Primavera Administrator Tool Settings. 12
Viewing and Modifying Contract Management Settings Use Multiple Users to login with the credentials of the user logged into Contract Management. In this mode, the Modified By and Created By columns for versions and attachments in the content repository will be the same user name used to logon to Contract Management. Therefore, Contract Management should be configured to use the same active directory or LDAP server as the content repository. If you choose Multiple User, all Contract Management content repository-related user names must match the equivalent content repository user name. For example, a Contract Management user named "Joe" must have an equivalent user named "Joe" in the content repository. Adding Alternative Content Repository Configurations in the Primavera Administrator You can add alternative content repository configurations for your Oracle WebCenter Content or Microsoft SharePoint content repository. After you create an alternative content repository configuration, it becomes available alongside the Default configuration for each project listed in the Content Management table in the Contract Management Administration Application. Note: You cannot add alternative CMIS repository configurations. To add an alternative Oracle WebCenter Content or Microsoft SharePoint content repository configuration: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Content Repository. 3) Right-click the folder that corresponds to the content repository to which you want to add a new configuration (Oracle WebCenter Content or Microsoft SharePoint) and select New. 4) In the Configure New Content Repository dialog box, provide the properties of the new content repository. a. If you chose to create a new Oracle WebCenter Content configuration: 1. In the Configuration Name field, enter the name of the new repository configuration; this name will appear in the Contract Management Administration Application as an alternative to the Default configuration. 2. In the Host Name field, enter the IP address or the machine name for the content repository host. 3. In the Port field, enter the port number where the content repository resides. The default is 4444. 4. In the Home field, enter the root level folder for the content repository. 5. In Oracle WebCenter Content Core Capabilities (WCCC), create a root level folder beneath Contribution Folders. The Oracle Home field must contain both Contribution Folders and the root you create. The root path must start with \\ and end with //. For example: \\Contribution Folders//CM// 6. In the Security Group field, enter the name of the Oracle security group. This is set by the Oracle Administrator. 7. (Optional) In the Security Account field, enter the Oracle security account, if it was set up by the Administrator. 13
Post Installation Guide for Primavera Contract Management 14.1 8. In the Document Type field, enter the Oracle document type. This is set by the Oracle Administrator. The default is CmDocs. 9. In the Metadata Prefix field, enter the prefix. The default is Cm. 10. In the Admin User field, enter the administrator user name required for accessing the content repository for administrative and maintenance purposes. This user name must exist on the content repository server, and must have administrative privileges. 11. In the Authentication Mode field, enter the authentication mode used for access to the Oracle WCCC Management server. If these conditions are not met, content repository functions will not be available to Contract Management users. You can select from Single User or Multiple User. Multiple User is the default. Caution: When using multiple user authentication mode, you should disable Oracle WCCC Guest Access. If Guest Access is enabled and the guest user is not part of the Contract Management security group, that user will not be able to access Contract Management repository functionality. 12. Select OK. b. If you chose to create a new Microsoft SharePoint configuration: 1. In the Configuration Name field, enter the name of the new repository configuration; this name will appear in the Contract Management Administration Application as an alternative to the Default configuration. 2. In the Login Name field, enter the name required to log on to the content repository 3. In the Password field, enter the password for the login name you entered in the previous step. 4. In the Authentication Mode field, enter the authentication mode used to access the Microsoft SharePoint server. If these conditions are not met, content repository functions will not be available to Contract Management users. You can select Single User or Multiple User. Single User is the default. 5. In the Host Name field, enter the name of the host on which the content repository resides. 6. In the Domain Name field, enter the SharePoint authentication domain name. 7. In the Documentation Library field, enter the URL of the Microsoft SharePoint document library used by Contract Management. This document library is internal to Contract Management. 8. In the Web Service URL field, enter the URL of the Oracle Primavera SharePoint connector. 9. In the External Document URL field, enter the path to the document library that is external to Contract Management. Users can browse this library for documents to attach to Contract Management documents. 10. Select OK. 5) Click Save Changes. 14
Viewing and Modifying Contract Management Settings Cloning Content Repository Configurations in the Primavera Administrator Clone an Oracle WebCenter Content or Microsoft SharePoint repository configuration when you want to copy the configuration and make select modifications to the copy before making it available in the Contract Management Administration Application. To clone an Oracle WebCenter Content or Microsoft SharePoint repository configuration: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Content Repository. 3) Expand Oracle WebCenter Content or Microsoft SharePoint. 4) Right-click the folder for the configuration that you want to clone and select Clone. 5) In the Configure New Content Repository dialog box, modify the properties of the configuration and then select OK. 6) Click Save Changes. Tips For instructions on specific fields in the Configure New Content Repository dialog box, see Adding Alternative Content Repository Configurations in the Primavera Administrator (on page 13). Configuring Database Settings in the Primavera Administrator During installation, you set the type of database to use with the Contract Management application. Following installation, you can change database settings. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure database settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Database Settings. 3) Enter a value in each of the fields. a. In the Type field, enter the database type. b. In the Port Number field, enter the port number used by the Oracle or MSSQL database configured for use with Contract Management. The default port for Oracle is 1521. The default port for MSSQL is 1433. Notes: For information about the port number currently used, run the Registry Editor in Windows: select Start/Run, and in the Open field of the Run dialog box, enter regedit, and click OK. For a Microsoft SQL Server database, expand HKEY_LOCAL_MACHINE/SOFTWARE/Microsoft/Microsoft SQL Server/Primavera/MSSQLServer/SuperSocketNetLib. Click the Tcp folder. The setting of the TcpPort registry key displays the port number used by the Contract Management database. 15
Post Installation Guide for Primavera Contract Management 14.1 c. In the Host Name field, enter the name of the computer on which the Contract Management database resides. This can be the host name or the IP address. d. In the Site Name field, enter the name for each company site. The name can be blank or have a string of up to four characters. This is not a mandatory field. 4) Click Save Changes. Configuring Group Database Settings in the Primavera Administrator The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure Group database settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Database Settings/Database Groups/GROUP:<database name>. Note: If multiple instances of the Group database exist, the folder name includes the number of each instance. For example, in the folder name GROUP[1]:<database name>, the [1] indicates that multiple instances of the database exist and that the first instance is selected. 3) Enter a value for each of the fields: a. In the DBName field, enter the name of the Group database as it displays within the related database management application. For example, if your Group database is a Microsoft SQL Server database, the DBName is the name of the database as it displays in Microsoft SQL Server Management Studio Express. If your Group database is on an Oracle database, the DBName is the name of your Oracle instance (SID). b. In the JNDIName field, enter the Java Naming Directory Interface (JNDI) name of the database that enables clients to identify and locate it. c. In the Name field, enter the administrator user name for accessing the Group database. d. In the Password field, enter the password for the user name you entered above. e. In the Report Location field, enter the location for Contract Management reports. f. In the UserName field, enter the user name used by Contract Management to access the Contract Management Group databases. g. In the Letter Template Location field, enter the name of the folder in which Contract Management will search for letter templates. 4) Click Save Changes. 16
Viewing and Modifying Contract Management Settings Configuring ADMIN Database Settings in the Primavera Administrator Notes: You can configure Contract Management to run with only one instance of the ADMIN database. Therefore, you cannot duplicate or create new instances of the ADMIN database. However, you can configure Contract Management to run with multiple instances of the GROUP database. For information, see Adding Database Groups in the Primavera Administrator (on page 7). The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure ADMIN database settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Database Settings/Database Groups/ADMIN. 3) Enter a value for each of the fields. a. In the DBName field, enter the name of the ADMIN database as it is displayed within the related database management application, for example, if your ADMIN database is a Microsoft SQL database, the DBName is the name of the database as it displays in Microsoft SQL Server Management Studio Express b. In the JNDIName field, enter the Java Naming Directory Interface (JNDI) name of the ADMIN database that enables clients to identify and locate it. c. In the Name field, enter the administrator user name for accessing the ADMIN database. Note: The Name field value cannot be changed. d. In the Password field, enter the password for the user name you entered above. e. In the Report Location field, enter the location for Contract Management reports. f. In the UserName field, enter the user name used by Contract Management to access the Contract Management ADMIN database. 4) Click Save Changes. Configuring P6 EPPM Schedule Database Settings in the Primavera Administrator After installation, you can configure the settings that enable a connection between a P6 EPPM Schedule Database and Contract Management. Note: You can configure Contract Management to run with only one instance of the P6 EPPM Schedule Database. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure project management settings: 1) Open the Primavera Administrator. 17
Post Installation Guide for Primavera Contract Management 14.1 2) On the Tree View tab, expand Database Settings/Project Management. 3) Enter a value for each of the fields. a. In the Type field, select the type of P6 EPPM Schedule Database configured to exchange data with Contract Management, if one was configured during installation. You can select from oracle or mssql. If no P6 EPPM Schedule Database was configured during installation, this field value is set to null. b. In the Name field, enter the name of P6 EPPM Schedule Database configured to exchange data with Contract Management, as the name displays in the database management application. c. In the Host Name field, enter the name of the host on which the P6 EPPM Schedule Database resides. d. In the Port Number field, enter the port number of the P6 EPPM database. e. In the SID (Oracle Only) field, enter the unique identifier of an Oracle P6 EPPM Schedule Database. f. In the User Name field, enter the user name required to access the P6 EPPM Schedule Database. g. In the Password field, enter the password for the user name you entered above. h. In the URL field, enter the URL of the remotely-based, Web-accessible P6 EPPM Schedule Database. The format of the URL is: http://<p6_server_host_name>:port>/p6/comp/showproject 4) Right-click on the Encryption Key field and select Generate encryption key. 5) In the Generate encryption key dialog box: a. Enter the Pass phrase used to generate the encryption key. This has to be the same Pass phrase set up for P6. The key will display in the Key field. b. Click OK. Note: In order for Contract Management to seamlessly exchange data with a P6 EPPM schedule without having to logon to each application, you must use the Pass phrase. Note: To use the default settings, right-click the Encryption Key field and select Revert to default value. 6) Click Save Changes. Configuring Preferences Settings in the Primavera Administrator After installation, you can modify preferences including your mail server, paths to templates used in Contract Management, and the location in which to store report images. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure preferences settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Preferences. 18
Viewing and Modifying Contract Management Settings 3) Enter a value for each of the fields. a. In the Alerts Refresh Interval field, enter how often you want alerts to refresh. b. In the Grid To Excel field, enter the path to the gridtoexcel.xsl file that stores data derived from Contract Management. c. In the Include URL in Mail field, enter yes or no to determine whether to include the URL in mail messages. d. In the Install Path field, enter the Contract Management install directory path. e. In the Print Debug Level field, enter a number to indicate the amount of detail printed to the Contract Management log. Smaller numbers indicated less detail. Enter 0 to turn off this setting or 6 to enable it. f. In the Auto Email Digest field, select the time to deliver the Daily Digest email. g. In the SMTP Server field, enter the name of the SMTP mail server for outgoing mail. h. In the Template Path field, enter the path to the temporary folder used by Contract Management templates. i. In the Widgets Refresh Interval field, enter a number to indicate how often the Control Center items should check the server for updates. This number is listed in milliseconds. 4) Click Save Changes. Configuring User Productivity Kit Settings in the Primavera Administrator In the User Productivity Kit (UPK) section, you can turn on the UPK function and set its location. UPK is an Oracle product that you can purchase and then use to create instructions (tutorials) to demonstrate how to perform tasks in other Oracle products. When you purchase the User Productivity Kit, and configure it to recognize Contract Management content, you can create tutorials to demonstrate Contract Management functionality. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure User Productivity Kit settings: 1) Open the Primavera Administrator. 2) On the Tree View tab, expand User Productivity Kit. 3) Enter a value for each of the fields. a. In the Enable User Productivity Kit field, select the option to enable tutorials in the content, true. Clear the option to disable the tutorials, false. b. In the User Productivity Kit URL field, enter the URL that points to the UPK content. 4) Click Save Changes. Configuring Web Server Settings in the Primavera Administrator Setting up your Web server is a prerequisite to installing your Contract Management software. After installation, you can change previously configured Web server settings if required. The following instructions show how to make changes on the Tree View tab. To set values on the Table View tab, follow the same paths to the folders described below. To configure web server settings: 19
Post Installation Guide for Primavera Contract Management 14.1 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Web Server. 3) Enter a value for each of the fields: a. In the CharacterEncoding field, enter the type of character encoding used by the configured Web Server. The default is UTF-8. b. In the CompressionEnabled field, select the option to enable file compression on the host where the web server resides, true. Clear the option to disable compression, false. c. In the ExpeditionWebServiceName field, enter the name of the service for which the web server is configured. d. In the WebApplicationName field, enter the name of the application for which the web server is configured. The default is exponline. e. In the WebProtocol field, enter the protocol of the web server. f. In the WebPort field, enter the port configured for use by the web server. The default is 80. g. In the WebServerName field, enter the web server host name. h. In the sessiontimeout field, enter a number to indicate how long a user can be inactive before being disconnected from Contract Management. This number is listed in milliseconds. i. In the xmlsessiontimeout field, enter a number to indicate how long an application can be inactive before being disconnected from Contract Management XML API. 4) Click Save Changes. Configuring Admin Email Configuration Settings in the Primavera Administrator Use the instructions in this section to enable the Approval Emails feature: Note: Before completing these steps, you should import reports and forms for all your projects. See the Contract Management Help for more information. 1) Open the Primavera Administrator. 2) On the Tree View tab, expand Admin Email Configuration. 3) Enter a value for each of the fields. a. In the Protocol field, select IMAP, IMAPS, POP3, POP3S. b. In the Email Server field, enter the server address for your email client. c. In the Port field, enter the port number for your email server. d. In the Username field, enter your username for your email server. e. In the Password field, enter the password for the username you entered. f. In the Email Listener Timeout field, enter how long the server should wait before timing out. The default is 10000. g. In the Enable Sending Approval Emails field, set to true if you want to enable the setting or false if you want to disable it. 4) Click Save Changes. 5) Open the Contract Management Administration application. 20
Setting Up the Contract Management Environment 6) Select User Email Settings. 7) Select the email options as necessary for users. Setting Up the Contract Management Environment This chapter describes how to start setting up the Contract Management application environment. Starting the Administration Application 1) From the Windows desktop open Internet Explorer. 2) Enter the Web address for the Contract Management Administration Application as follows: http://webservername:port/exponline/adminlogon.jsp where webservername is the computer name of your Contract Management Web server and port is the port for your Contract Management Web server (the default is 7001). Note: When running Contract Management for the first time, you must have administrator rights to the machine to install the JRE. 3) Type your admin user name and password in the Administration login dialog box (the default user name and password are both expadmin), and click Log In. Adding Contract Management Users Users need a Contract Management user account to access the database. You should review your existing Contract Management user accounts to ensure they are properly configured and add new users as necessary. Note: See Starting the Administration Application (on page 21). 1) Login to the Contract Management Administration Application. 2) Click User Accounts. 3) In the User Accounts window, click Create New User to open the Create New User dialog box. 4) Type a user name for the user. 21
Post Installation Guide for Primavera Contract Management 14.1 5) Choose whether to create a completely new user or to base the user on an existing one (which requires less data entry). Note: User names are not case sensitive. New user names cannot have the same spelling as any other user name regardless of how the names are capitalized. 6) Click OK to open the User Account window. 7) Fill in the information for the user account. See the online help for information about each field. Caution: Contract Management supports login names that do not contain special characters (for example,! @ $ % & * () ^ # +) and that are less than or equal to 255 characters in length. When importing users from LDAP, the LDAP user login name must follow these requirements. See Importing Users from LDAP (on page 27). Viewing Reports and Forms in Contract Management Using BI Publisher For Contract Management 14.0, Business Intelligence Publisher Edition and later, you can view reports, forms, and letter templates in Contract Management, but they are created and stored in Oracle Business Intelligence Publisher. To view reports, forms, and letter templates in Contract Management, you will need to perform the following tasks: Upload Sample Folders from the Contract Management Media Pack to the BI Publisher Server (on page 23) Configure BI Publisher Settings in the Contract Management Administration Config Utility (on page 24) Import Reports and Forms into Contract Management (on page 25) Notes: It is assumed that you know how to use Oracle BI Publisher. For complete information on using this software, see the Oracle BI Publisher documentation. BI Publisher saves letters in Rich Text Format (RTF). Letters are no longer saved in native Microsoft Word format. Before you can view reports and forms in Contract Management, ensure the following prerequisites are met: Oracle BI Publisher is installed and running. Note: To avoid errors, start the BI Publisher WebLogic server before the Contract Management WebLogic server. Contract Management is installed and running. BI Publisher should be configured after installing Contract Management. Consult the Oracle BI Publisher documentation for complete information on installing and configuring this software. 22
Setting Up the Contract Management Environment To integrate with Contract Management, the Simple Install type is satisfactory. The only required Business Intelligence installation component is BI Publisher. When running the Repository Creation utility, you only need to select the Business Intelligence Platform component in the Oracle Business Intelligence section. If you select the Oracle Business Intelligence component automatically selects any other dependent components. Upload Sample Folders from the Contract Management Media Pack to the BI Publisher Server Note: The BI Publisher sample reports were designed to be run against the small data set included in the Contract Management sample database. These reports are provided as an example of the product s capability only. Oracle provides no guarantee, implied or explicit, that the BI Publisher sample reports will run against your database or will produce meaningful data when they are run against your database. You may modify the BI Publisher sample reports to suit your own data set, including adding filter criteria to limit data output or changing filter criteria to suit your data if you have a full BI license. The Contract Management 14.1, Business Intelligence Publisher Edition media pack contains zip files of sample reports and forms, a sample letter template, and a sample data model. The media pack also contains sample US English and UK English files. The samples are in the media pack in Contract Management v14.1\common\contract_management_14_tools\reports and Forms. Unzip these files directly on the BI Publisher server, into a folder within Shared Folder. Be sure to maintain the folder hierarchy which is there by default in the media pack. If you change the hierarchy, map each report and form to its appropriate data model or you will not be able to view reports and forms in BI Publisher or Contract Management. Caution: Do not move the data model. The data model contains all the variables that can be populated by Contract Management. You can import this data model and use it as a model for any templates you create in BI Publisher. You can add custom fields to the letters module just as you can to any module in Contract Management. If you add custom fields, you must update your data models by hand in BI Publisher to add the new fields. The field names are not case sensitive. Declare the names as Text or String (not Date or another special type) the data is automatically formatted by Contract Management prior to being sent to BI Publisher, so this type of conversion is neither necessary nor typically successful. 23
Post Installation Guide for Primavera Contract Management 14.1 1) On the BI Publisher server, create a folder within Shared Folder that has the same name as the zip file you plan to extract. Note: Default Shared Folder: <BI Publisher WebLogic Domain Home>\config\bipublisher\repository\Reports For example: <Shared Folder>/US Sql or <Shared Folder>/UK Sql Caution: The folder where you extract the zip file contents must have the same name as the zip file, or the sample templates, reports, and forms contained in the zip file will not function properly. Use the same case as the zip file name as the paths are case sensitive. 2) Extract the US Sql or UK Sql zip file into the folder you created in Shared Folder. Once the zip file contents are extracted, this folder will contain three subfolders: Reports, Forms, and Letter Templates. For example: <Shared Folder>/US Sql/Reports If you have any custom reports, you can also unzip these into Shared Folder. 3) When the unzip is complete, ensure that the CmLettersDataModel under the templates folder points to a valid datasource. In this case, you can leverage your CM Group Database as a datasource. Notes: For more information on creating a data source, please see the BI Publisher documentation at http://download.oracle.com/docs/cd/e21764_01/bi.1111/e13880/t52 6690.htm. For more information on configuring a data model, please see the BI Publisher documentation at http://download.oracle.com/docs/cd/e21764_01/bi.1111/e18862/t52 7073T558252.htm. Configure BI Publisher Settings in the Contract Management Administration Config Utility You must configure settings in the Administration Config Utility to enable BI Publisher to communicate with Contract Management. 1) Open the Contract Management Administration Config Utility. 2) In the Primavera Administrator dialog box, click the Tree View tab and expand Contract Management Settings > BI Publisher. 24
Setting Up the Contract Management Environment 3) In the BI Publisher folder: a. In the Username and Password fields, enter the username and password for an existing account on the BI Publisher server with rights to run BI Publisher reports. b. In the WebService URL field, enter a URL that points to the Web Service Definition Language (WSDL) and click Save Changes. This URL determines the Business Intelligence server to which Contract Management connects. For example: http://host:port/xmlpserver/services/publicreportservice?wsdl In this example, host is the name of the host on which Web Services runs, and port is the TCP port that the website will use. Note: If you enter the same host:port here that you enter in the BI Publisher > Server URL field for your database instance in the Primavera P6 Administrator, then Contract Management and P6 can run reports from the same BI Publisher configuration. 4) In the Contract Management Settings folder, expand Database Settings > Database Groups. Then expand the name of your database group instance. 5) In your database group instance: a. In the Report Location field, enter the location in BI Publisher that contains group reports. For example (the forward slash is required): /US Sql/Reports b. In the Letter Template Location field, enter the name of the folder in BI Publisher that contains group letter templates. For example (the forward slash is required): /US Sql/LetterTemplates 6) Restart the Contract Management WebLogic server. Import Reports and Forms into Contract Management To view reports and forms in Contract Management, you must import them from BI Publisher into the local Contract Management database. When the import is finished, you should be able to run reports from Contract Management. Notes: When you specify a location in Contract Management, the application validates that this path is available on the BI Publisher server. The application does not validate whether this location has valid reports. BI Publisher does not check letter capitalization. If you provide the correct path with incorrect capitalization, Contract Management cannot fetch the report description for the advanced print popup. You can also use the Server Configuration page described in this task to upload reports and forms from the local Contract Management database to the BI Publisher server. The instructions for this function can be found in the Contract Management online help. 1) Open the Contract Management Administration Application on the same machine that the Web Server is installed on to ensure you have the correct network drive mappings. 25