Creating folder structure using CSV file in Primavera Unifier

With the help of import functionality present at Document Manager we can create folder structure in Unifier. To do this login into application, make sure you have access to Document Manager. Open company workspace. Click on Document Manger.

P3_1

Click on File > Export > Structure and Properties

P3_2

You will get a message from application, click on Yes.

P3_3

A CSV file will get downloaded.

Open file using excel. If there is no existing folder or document present in document manager you will see following information in excel sheet.

P3_4

Now, suppose you want to create a folder named “Contracts”. Then fill details in excel as shown in below image.

Row type will be F as folder needs to be created, I have provided name as Contract and description as Contract Folder.

P3_5

Save the file in CSV format.

Open Unifier again, in same Document Manager page, click on File > Import > Structure and Properties.

P3_6

File Upload pop up window will appear, fill details and select the edited CSV file.

P3_7

If there is no error with CSV file you will get below message, click Yes.

P3_8

Folder will get created.

P3_9

Now let’s add sub-folder to this folder.

Again edit the same CSV file, add details of sub-folder as shown in below image.

Notice the ‘/Contract’ this will tell Unifier to create folders ‘Approved’ and ‘Pending’ under ‘Contract’ folder.

P3_10

Save the file in CSV format, upload it in same way as we have uploaded first file.

Sub-folders will get created.

P3_11

Advertisements

3 thoughts on “Creating folder structure using CSV file in Primavera Unifier

  1. I updated AD details in the Authentication tab using configurator
    Updated custom.properties for ldap authentication
    Save the configurations and recreated the ear and redeployed the application and restart the application server
    I could bypass the Admin users but unable to login with my ldap credentials
    Unable to see any error or debug logs .
    Tried enabling the debug from log4j properties, but no use. Need help

    Like

    • There must be ldap server details in log file as well as user name, which was used to hit ldap server. Also check following things,
      1. Is port for ldap server is open at Unifier server, do telnet to check this
      2. Use adexplorer tool to test if principal user (authorized user) configured at unifier configuration is having access to ldap directory
      3. If #2 works search for principal user and copy its fully qualified name and paste same in Unifier configuration.
      4. Check if Unifier’s user (which you use to access application) is under same DN (Provider base in unifier) as principal user

      Feel free to drop me email at ankitmishra4@outlook.com if you require further help.

      Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s