SmartForm Installation and User Guide - Oracle

1 Primavera Unifier SmartForm Installation and user Guide Version 11/12 COPYRIGHT Copyright 1998, 2012, 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.

2 If you find any errors, please report them to us in writing. The platform-specific hardware and software requirements included in this document were current when this document was published. However, because new platforms and operating system software versions might be certified after this document is published, review the certification matrix on the My Oracle Support Web site for the most up-to-date list of certified hardware platforms and operating system versions. The My Oracle Support Web site is available at the following URL: If this is software or related documentation that is delivered to the Government or anyone licensing it on behalf of the Government, the following notice is applicable: GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to Government end users are commercial computer software" pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations.

3 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 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.

4 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. SmartForm Installation and user Guide iii Copyright 1998, 2012 Oracle and/or its affiliates. All Rights Reserved. Contents INTRODUCTION ..1 About the Primavera Unifier SmartForm Plug-in .. 1 Customer Support Contact Information .. 1 INSTALLING SmartForm ..2 Step 1: Download the SmartForm plugin .. 2 Step 2: Install SmartForm .. 2 MANAGING THE SmartForm Installation ..4 Reset SmartForm .. 4 Uninstall the SmartForm plug-in .. 4 WORKING WITH MICROSOFT WORD AND SmartForm ..5 Creating and Uploading Business Process Records Using SmartForms .. 5 Create a business process record using a SmartForm template.

5 5 Upload a template to create a business process record .. 6 About business processes with multiple line tem tabs .. 7 Manage history .. 7 Updating In-Progress WorkFlow Business Processes Using SmartForms .. 8 Respond to an e-mail notification to update an in-progress workflow BP .. 8 SETTING UP SMARTFORMS ..9 Download the XML schema for the business process .. 9 Design the XML template .. 9 Upload the template .. 9 Enable the template for workflow steps .. 10 SmartForm Installation and user Guide iv Copyright 1998, 2012 Oracle and/or its affiliates. All Rights Reserved. 1 SmartForm Installation and user Guide Copyright 1998, 2012 Oracle Primavera. All Rights Reserved. INTRODUCTION This Guide describes how to download and install the Primavera Unifier SmartForm plug-in for Microsoft Word 2003 Professional. If you use Microsoft Word 2007 it must be a version prior to SP2 and you must save it in Microsoft Word 2003 format.

6 This Guide also describes how to use the SmartForm plug-in to create or update Primavera Unifier business process records. About the Primavera Unifier SmartForm Plug-in The Primavera Unifier SmartForm Application is a Primavera Unifier plug-in that allows you to integrate Primavera Unifier s SmartForm functionality with Microsoft Word . SmartForms offers the following benefits: You can create or update business process forms from Microsoft Word without being logged into Primavera Unifier. SmartForm templates can be forwarded to users to enter data, which can later be uploaded into Primavera Unifier r to create or update business process records. Existing templates can be modified to work with Primavera Unifier Forms can be printed for a legible paper presentation Customer Support Contact Information Where to Get Support If you have a question about using Oracle products that you or your network administrator cannot resolve with information in the documentation or help, click This page provides the latest information on contacting Oracle Global Customer Support, knowledge articles, and the support renewals process.

7 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. 2 SmartForm Installation and user Guide Copyright 1998, 2012 Oracle Primavera. All Rights Reserved. INSTALLING SmartForm These instructions are for new and existing Primavera Unifier users who are installing or updating the SmartForm application. If you have not already installed the SmartForm application this Installation will also automatically install the Primavera uClient Configurator, which is used to connect directly from the plugin to Primavera Unifier. Primavera uClient allows you to create connections to Primavera Unifier for SmartForm applications to communicate with the Primavera Unifier server. If you have a previous release already installed on your system, the Installation of a newer release will automatically override the previous version.

8 It is not necessary to uninstall previous versions to upgrade. Note: The SmartForm Application and the Primavera uClient Configurator 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 an error. You must install SmartForm and Primavera uClient Configurator on each computer on which you intend to use the functionality. Step 1: Download the SmartForm plugin If you have not already installed the SmartForm application, this Installation will also install the Primavera uClient Configurator. To download the SmartForm application 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 4. Click the link Click here to download SmartForm application. The File Download screen opens. 5. Select Save to save the file to your machine or network drive. This zip file contains the Installation file. 6. Double-click the file to unzip the Installation file ( ) to a location on your local system. Step 2: Install SmartForm You must have a supported version of Microsoft Word installed (2003 Professional or 2007) on your machine before installing the SmartForm application. See About the Primavera Unifier SmartForm Plug-in. If you have not previously installed the SmartForm application to your machine, the Installation will also install the Primavera uClient Configurator application. To install SmartForm 1. Logout of the Primavera Unifier system. Close open applications, including any Microsoft Office programs, and all IE browser windows. 2. Double-click the Installation file to begin the Installation .

10 The Welcome screen of the SmartForm Setup Wizard opens. 3. Click Next. The License Agreement window opens. 4. Read the License Agreement, then select I Accept the terms of this agreement. Click Next. The Choose Destination Location window opens. 5. You can browse to the folder where you want to install the application files. Click Next. 6. Click Next to start the Installation process. 3 SmartForm Installation and user Guide Copyright 1998, 2012 Oracle Primavera. All Rights Reserved. 7. When the Installation is complete, the Setup Complete 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 . After installing the plug-in, a Primavera Unifier menu appears in the Microsoft Word menu bar. 4 SmartForm Installation and user Guide Copyright 1998, 2012 Oracle Primavera. All Rights Reserved. MANAGING THE SmartForm Installation Reset SmartForm If you upgrade or reinstall your Microsoft Word application, you must link the SmartForm application to the new Word Installation .