Primavera Unifier: Administration

• Oracle Unifier Fundamentals – Modular Course Structure
• SECTION I: Navigation and Administration

Module 1: Navigation

• Topics
• Sign In Procedures
• OIM/OAM Enabled
• OIM/OAM Disabled
• Home Page and Navigation Tabs
• Unifier's Tab Model and Tab
• Navigation: Switch Locations, Add Tabs/Locations
• Mode Navigation
• Signing In to Unifier
• Tab and Mode Navigation
• Learning Objectives
• Sign in to Unifier using different authentication methods
• Navigate tabs, modes, and locations
• Understand Unifier’s tab model and content structure

Module 2: Administration Overview

• Topics
• Administration Levels
• Key Terminology
• Site Administration Role
• Company Administration Role
• Program Administration Role
• Shell Administration Role
• Learning Objectives
• Understand administration hierarchy in Unifier

Describe roles and responsibilities for site, company, program, and shell administration

Module 3: Company Relationship Management

• Topics
• Company Types
• Role of Partner Companies
• Owner-Partner Company Relationship
• Owner-Partner-Member Company Relationship
• Creating Partner Companies
• Learning Objectives
• Manage partner and member companies
• Define relationships between owner, partner, and member companies

Module 4: Company User Administration

• Topics
• Terminology: User & Group
• User Administration with OIM/OAM
• User Attributes Form
• Creating a New User (Manual & CSV Import)
• Entering User Information: General, Security, Groups, Permissions, Proxy
• Viewing User Information (Projects/Shells & Programs Tabs)
• Creation via Web Services
• Creating Partner Users
• Exceeding License Limits
• Learning Objectives
• Create and manage users manually, via CSV, and web services
• Assign user attributes and permissions
• Handle user licensing limits

Module 5: Company Group Administration

• Topics
• Groups Concept
• User/Group Permissions Concept
• Managing Company-Level Groups
• Creating Company-Level Groups
• Learning Objectives
• Create and manage groups
• Assign permissions at the company level

Module 6: Company Permissions Management

• Topics
• Permissions-Based Security
• Permission Categories and Levels
• Permissions to Maintain Unifier and Access Modules
• Assigning Permissions to Groups and Users
• Viewing Access Information Reports
• Learning Objectives
• Understand permission types and levels
• Assign and manage permissions for groups and users
• SECTION II: Data Structure and Design

Module 7: Data Structure Setup

• Topics
• Terminology: Module & Manager
• Viewing System Modules and Data Elements
• Adding and Importing/Exporting Data Definition Values
• Reordering and Adding Multi-Select Values
• Viewing Text Type Data Definitions
• Accessing ER Views
• Learning Objectives
• Define modules and managers
• Manage data elements and definitions
• Import/export and reorder data values

Module 8: Design and Development Cycle

• Topics
• Design Versions
• Unifier Server Types
• Design and Development Cycle Overview
• Business Process Configuration Checklist
• Shell Configuration Checklist
• Learning Objectives
• Understand the Unifier design and development lifecycle
• Prepare checklists for business process and shell configuration

Module 9: Business Process Configuration

• Topics
• Configuration Purpose and Concept
• Logs: Default and Standard Views
• Master Log Concepts
• Configuring Business Processes
• Learning Objectives
• Configure business processes and logs
• Understand master logs and standard vs. classic views

Module 10: Shell Manager Configuration

• Topics
• Shell Overview and Types
• Shell Hierarchy and Hierarchical Rules
• Configuring Shells
• Learning Objectives
• Configure shells and understand shell hierarchy rules

Module 11: User Mode Navigator Configuration

• Topics

Terminology: User Mode Navigator, Grouping Node, Actionable Node, Leaf/Child Node

• Concepts and Permissions
• Design Considerations
• Configuring and Deploying User Mode Navigator
• Restoring System Defaults
• Learning Objectives
• Configure and deploy user mode navigator
• Understand node types and permissions

Module 12: Company-Level Non-Workflow BP Setup

• Topics
• Business Process Setup Overview
• Loading and Configuring Vendors and Suppliers BP
• Learning Objectives
• Configure company-level non-workflow business processes

Module 13: Shell Templates

• Topics
• Template Concepts and Types
• Shell Templates and Components
• Differences Between Components
• Best Practices
• Assigning Shell Permissions
• Creating Facilities Template
• Adding/Removing Member Companies and Users
• Creating Shell Template Groups
• Learning Objectives
• Create and manage shell templates
• Assign permissions and configure member companies and users

Module 14: Business Process Setup in Shell Templates

• Topics
• Setup Concepts
• BP Setup Maintenance
• Assigning Setup Permissions
• Loading Business Processes
• General Setup for Action Items
• Learning Objectives
• Configure business processes within shell templates
• Assign setup permissions

Module 15: Workflow Setup

• Topics
• Workflow Concepts
• Workflow Steps: Action Items Creation, Response, Review, End Step
• Email Validation and Responses
• Transmittals Setup
• Project Meeting Minutes Workflow
• Single-Record BP Setup
• Learning Objectives
• Configure workflow steps and email integration
• Setup transmittals and meeting minute workflows

Module 16: Business Process Setup – Conditional Routing

• Topics
• Conditional Routing Overview and Example
• Configuring Conditional Routing
• Setting Up RFIs BP
• Learning Objectives
• Configure conditional routing for business processes
• Set up RFIs and other conditional BPs

Module 17: Folder Structure Template

• Topics
• Stand-Alone Templates
• Folder Structure Purpose
• Creating Folder Structure Templates
• Learning Objectives
• Create and configure folder structure templates

Module 18: Embedding Templates

• Topics
• Purpose and Methods
• DM Properties and Permissions
• Embedding Folder Structure Templates
• Assigning Folder Permissions
• Learning Objectives
• Embed templates and assign permissions
• Configure folder properties

Module 19: Copying Shell Templates

• Topics
• Copying Shells or Templates
• Selecting Modules
• Copying Facilities Template
• Learning Objectives
• Copy shell templates and apply to multiple instances

Module 20: Creating a Single-Shell Instance

• Topics
• Single-Shell Instance Creation Method
• Configuring Tabs and Functionality
• Editing and Adding Functionality
• Learning Objectives
• Create and configure single-shell instances
• Add or edit functionality

Module 21: Creating Multiple-Shell Instances

• Topics
• Multiple Instance Creation Methods
• Naming and Numbering Instances
• Shell Status and Location Picker
• Options, Links, Calendar Tabs
• Copying Shell Templates vs. Shell
• Viewing Shells in User Mode
• Learning Objectives
• Create and manage multiple-shell instances
• Configure status, options, links, and calendars

Module 22: Updating Shells

• Topics
• Terminology and Purpose
• Shell Template Update Capabilities
• Rules for Updating Users, Groups, Access Control
• Push Updates to All Shells
• Learning Objectives
• Update shell templates and users
• Apply access control updates to multiple shells

Module 23: Configuration Package Management

• Topics
• Design and Development Cycle Review
• Configuration Package Overview
• Server Restrictions
• Package Management and Checklist
• Performing Error Checks and Dynamic Resolution
• Creating Component Lists and Packages
• Importing Packages and User Mapping
• Impact Analysis Reports
• Learning Objectives
• Manage configuration packages
• Perform error checks and import packages efficiently
• Conduct impact analysis

Module 24: Case Study – Routing Meeting Minutes

• Topics
• Applying Unifier Concepts to a Real-World Scenario
• Learning Objectives
• Practice setup, workflow, and routing in a case study