To move data between applications, Primavera Gateway needs to know where to get and send information. The File provider enables you to export and import data in XML and CSV file formats with the application you choose to integrate with. The XML file must conform to the Gateway schema.
Add a File provider deployment as follows:
- Sign in to Primavera Gateway with administrator credentials.
- In the sidebar, select Configuration.
- Select the Deployments tab.
- Select Add... or Edit... to invoke the Deployment wizard.
- In the General step, select File from the Select Application Provider list, and name the deployment.
- In the Deployment step, set up the data source as follows:
- In the File Format field, select CSV/XLS/XLSX or XML.
- In the File Data Source Type field, select any of the following methods to upload a file:
To upload a file from your local machine:
- File Data Source Type: Select File Upload from the list..
(On-premises only) To select a file from a Gateway server, enter the following information:
- File Data Source Type: Select File Path from the list..
- Shared Folder on Gateway Server: Enter the file path and folder location of the data file. For example, C:\gateway\file.
To upload a file using the FTP server, enter the following connection details:
- File Data Source Type: Select FTPService from the list.
- FTP File Transfer Protocol list: Select FTP or SFTP.
- FTP Service User Name: Enter the user name to sign in to the FTP service.
- FTP Service Password: Enter the password of the FTP user.
- FTP Server Host: Enter the server hosting the FTP service.
- FTP Server Port Number: Enter the port number associated with the FTP server.
- FTP Server Folder Path: Enter the default folder location on the ftp server that will contain the XML file.
To upload a file using REST API, enter the following rest service connection details.
- File Data Source Type: Select RestService from the list.
- Rest Service User Name: Enter the user name to sign in to the REST service.
- Rest Service Password: Enter the password of the REST service user.
- Rest Service URL: Enter the URL address of the REST service.
Note: RestService only supports XML file format.
- Set Enable Cross Reference Tracking to True only if you want to ensure Gateway stores and tracks the cross-references for the data being synchronized. This helps the destination application determine if it is for a create or update action.
If the field is unchecked, cross-references will not be stored, and it will be up to the destination application to determine whether to create or update data in the destination application.
- Select Test Connection to ensure connectivity with the source or destination application.
- Select Save.
Tips
- You can also edit a deployment and select Save in any step to exit the wizard.