Customization XML File

This file is loaded into the system by the data loader utility and is used to extend the system by adding any of the following customizations to the Source application, Gateway or the destination application:

In an on-premises environment, you can also define:

Schema File

Customization.xsd

Contents

A Customization element containing the following elements:

Element

Type

Parents

Description

Name

string
restricted to
maxLength(60)

Customization

The optional element that specifies the name of the customization.

Version

string
restricted to
maxLength(60)

Customization

The optional element that specifies the version of the customization.

JavaClassPath

string
restricted to
maxLength(255)

Customization

(On-premises only) The optional element that specifies the path to the customization file that loads the customization functions.

This element is required if you are using Java customization.

External

boolean

Customization

The flag to determine if an external custom step is external to Gateway.

GUID

string
restricted to
maxLength(60)

Customization

The Global Unique Identifier for the custom step.

CustomMetadata

CustomMetadataType

Customization

The optional element that contains zero to three App elements.

An example use is to add references to user defined fields (UDFs).

CustomXRef

CustomXRefType

Customization

The optional element that contains zero to many custom XRef elements.

FieldMapTemplates

FieldMapTemplatesType

Customization

The optional element that contains zero to many FieldMapTemplate elements that can be used to map additional fields.

JavaCustomizationMapping

JavaCustomizationMappingType

Customization

(On-premises only) The zero to many optional elements that contain the following elements:

  • GuestAppName (required if the parent is present).
  • HostAppName (required if the parent is present).
  • Zero to many FieldMapping elements.

GroovyFieldMappingTemplates

GroovyFieldMappingTemplatesType

Customization

The optional element that contains zero to many GroovyFieldMappingTemplate elements.

FlowDefinitionCustomization

FlowDefinitionCustomizationType

Customization

The zero to many optional elements that allow you to add custom parameters to a particular flow. Contains the following elements:

  • FlowDefinitionName element (required if the parent is present).
  • DisableCompare boolean flag.
  • Zero to many FlowStep elements.
  • Zero to many Parameter elements.

CustomMetadataType Table

Element

Type

Parent

Description

App

CustomMetadataAppType
For more details, see the CustomMetadataAppType table below.

CustomMetadata

The application to which you are adding a user defined field (UDF).

CustomXRefType Table

Element

Type

Parent

Description

XRefMap

XRefMapType
For more details, see the XRefMapType table below.

CustomXRef

The element that contains one or more XRef maps. An XRef map contains a mapping of business objects cross-referenced between two applications.

XRefDefinition

XRefDefinitionType
For more details, see the XRefDefinitionType table below.

CustomXRef

The element that contains one or more XRef definitions. An XRefDefinition contains the definitions of business objects cross-referenced between two applications in the XRef map.

XRefMapType Table

Element

Type

Parent

Description

App1Name

string

XRefMap

The name of the application.

App2Name

string

XRefMap

The name of the application.

XRefObject

XRefObjectType
For more details, see the XRefObjectType table below.

XRefMap

One or more XRef objects in the XRef map.

XRefDefinitionType Table

Element

Type

Parent

Description

AppName

string

XRefDefinition

The element that contains the application name associated with the XRefDefinitions.

XRefObjectDefinition

XRefObjectDefinitionType
For more details, see the XRefObjectDefinitionType table below.

XRefDefinition

The element that contains the business object associated with the XRefDefinition.

XRefObjectDefinitionType Table

Element

Type

Parent

Description

AppObjectName

string

XRefDefinitionType

The element that contains the application object name associated with the XRefObjectDefinition.

PDIObjectName

string

XRefDefinitionType

The element that contains the corresponding PDI object name in Primavera Gateway associated with the AppObjectName for the XRefObjectDefinition.

AppKeyFieldName

string

XRefDefinitionType

The element that contains the unique AppKeyFieldName for the XRefObjectDefinition.

XRefObjectType Table

Element

Type

Parent

Description

Name

string

XRefObject

The name of the cross-reference object.

App1Name

string

XRefObject

The App1 business object name if different from the Name element.

PDIName

string

XRefObject

The PDI business object name if different from the Name element.

App2Name

string

XRefObject

The App2 business object name if different from the Name element.

App1PrimaryKeyFieldName

string

XRefObject

The name of the primary key field in the database of the application.

PDIPrimaryKeyFieldName

string

XRefObject

The name of the primary key field in the Gateway database.

App2PrimaryKeyFieldName

string

XRefObject

The name of the primary key field in the database of the application.

CustomMetadataAppType Table

Element

Type

Parent

Description

Name

string
restricted to
maxLength(60)

App

The name of the application to which you are adding a user-defined field (UDF).

ObjectCategory

ObjectCategoryType

App

Provides a mechanism for classifying objects.

FieldCategory

FieldCategoryType

App

Provides a mechanism for classifying fields. It is defined here and referenced by attribute "category" when a field is defined within a business object. For example, in the P6 provider, "udf" is defined as a field category to indicate that this field is an actual user-defined field in the P6 EPPM side.

BusinessObject

BusinessObjectType

App

The zero to many business object elements that are containers for field elements that relate to the business object specified by the Name element.

All custom UDF fields defined in this element will be included when updating the business object.

ObjectCategoryType Table

Element

Type

Parent

Description

Name

string
restricted to
maxLength(60)

ObjectCategory

The name of the object category.

Description

string
restricted to
maxLength(255)

ObjectCategory

The description of the object category.

FieldCategoryType Table

Element

Type

Parent

Description

Name

string
restricted to
maxLength(60)

FieldCategory

The name of the field category.

Description

string
restricted to
maxLength(255)

FieldCategory

The description of the field category.

BusinessObjectType Table

Element

Type

Parent

Description

Description

string
restricted to maxLength(255)

BusinessObject

A description of the business object type.

Name

string
restricted to
maxLength(60)

BusinessObject

The name of the business object to which you are adding the user defined field.

Field

FieldType

BusinessObject

All custom UDF fields defined inside this element will be included when updating the business object.

FieldType Table

Element

Type

Parent

Description

Description

string
restricted to
maxLength(255)

Field

The element that describes the field. This description is presented in the Fields table on the Data Dictionary tab in the Primavera Gateway user interface.

Name

string
restricted to
maxLength(60)

Field

The element that determines the name of the field. This name is presented in the Fields table of the Data Dictionary tab in the Primavera Gateway user interface.

JoinTo

string
restricted to
maxLength(60)

Field

The element that contains the name of the object to which it is being joined to.

Type

string
restricted to
maxLength(10)
'Boolean'
'DateTime'
'Double'
'Int'
'String'
'ForeignKey'
'Enum'

Field

The element that defines the data type of the value of the field's data when it is synchronized.

MaxLength

positiveInteger

Field

The optional element that defines the maximum length of the value of the field's data when it is synchronized. This element can be used with the Type element whose content is String to limit the field's data values.

MaxValue

double

Field

The optional element that defines the maximum value of the field's data when it is synchronized. This element can be used with the Type element whose content is Int to limit the field's data values.

MinValue

double

Field

The optional element that defines the minimum value of the field's data when it is synchronized. This element can be used with the Type element whose content is Int to limit the field's data values.

FieldValue

FieldValueType

Field

An optional element that defines the value of an enum field type.

Field elements can contain zero or more FieldValue elements if the Field element contains a Type element whose content is Enum.

FieldValueType Table

Element

Type

Parent

Description

Description

string
restricted to
maxLength(255)

FieldValue

An optional element that describes the fieldValue.

Value

string
restricted to
maxLength(60)

FieldValue

An optional element that defines an enumerated value.

FieldMapTemplatesType Table

Element

Type

Parents

Description

App1Name

string
restricted to maxLenth(60)

Customization

The name of the application.

App2Name

string
restricted to maxLenth(60)

Customization

The name of the application.

GuestAppName

string
restricted to
maxLength(60)

Customization

The name of the guest application.

HostAppName

string
restricted to
maxLength(60)

Customization

The name of the host application.

FieldMapTemplate

FieldMapTemplateType

Customization

The container element that contains zero to many FieldMapTemplates included in the customization.

FieldMapTemplateType Table

Element

Type

Parents

Description

Description

string
restricted to maxLength(255)

FieldMapTemplate

The text that is used in the Primavera Gateway user interface to provide a description of the field mapping.

App1BusinessObjectName

string
restricted to maxLength(60)

FieldMapTemplate

The Guest business object name if different from the PDIBusinessObjectName element.

App2BusinessObjectName

string
restricted to maxLength(60)

FieldMapTemplate

The Host business object name if different from the PDIBusinessObjectName element.

GuestBusinessObjectName

string
restricted to maxLength(60)

FieldMapTemplate

Guest business object name if different from PDIBusinessObjectName element.

HostBusinessObjectName

string
restricted to maxLength(60)

FieldMapTemplate

Host business object name if different from PDIBusinessObjectName element.

Name

string
restricted to maxLength(60)

FieldMapTemplate

The text that is used in the Primavera Gateway user interface to provide a name for the field mapping.

PDIBusinessObjectName

string
restricted to maxLength(60)

FieldMapTemplate

The PDI business object name. Also indicates the guest and\or the host business object name if the GuestBusinessObjectName or the HostBusinessObjectName elements are omitted.

Condition

ConditionType

FieldMapTemplate

The condition associated with the FieldMapTemplate.

FieldMap

FieldMapType

FieldMapTemplate

The element that specifies the field map.

ConditionType Table

Element

Type

Parents

Description

App1Fields

string

Condition

The fields associated with the condition from the application designated as App1.

App1Script

string
restricted to maxLength (2048)

Condition

The script associated with the condition for the application designated as App1.

App2Fields

string

Condition

The fields associated with the condition for the application designated as App2.

App2Script

string

restricted to maxLength (2048)

Condition

The script associated with the condition for the application designated as App2.

FieldMapType Table

Element

Type

Parents

Description

App1

string
restricted to
maxLength(60)

FieldMap

The name of the application.

App2

string
restricted to
maxLength(60)

FieldMap

The name of the application.

Guest

string
restricted to
maxLength(60)

FieldMap

The element that specifies the name of the field that is involved in the mapping from the provider side of the mapping.

Host

string
restricted to
maxLength(60)

FieldMap

The element that specifies the name of the field that is involved in the mapping from the Primavera provider side of the mapping.

PDI

string
restricted to
maxLength(60)

FieldMap

The element that specifies the name of the field that is involved in the mapping from the Gateway side.

JavaCustomizationMappingType Table (On-premises only)

Element

Type

Parents

Description

App1Name

string
restricted to
maxLength(60)

JavaCustomizationMapping

The name of the application.

App2Name

string
restricted to
maxLength(60)

JavaCustomizationMapping

The name of the application.

GuestAppName

string
restricted to
maxLength(60)

JavaCustomizationMapping

The name of the application in the App table in the Gateway database.

HostAppName

string
restricted to
maxLength(60)

JavaCustomizationMapping

The name of the Primavera application in the App table in the Gateway database.

Condition

ConditionType

JavaCustomizationMapping

The condition associated with the java customization mapping.

FieldMapping

FieldMappingType

JavaCustomizationMapping

The element that specifies the field mapping.

GroovyFieldMappingTemplatesType Table

Element

Type

Parents

Description

App1Name

string
restricted to
maxLength(60)

JavaCustomizationMapping

The name of the application.

App2Name

string
restricted to
maxLength(60)

JavaCustomizationMapping

The name of the application.

GuestAppName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The name of the application designated as Guest application in the App table in the Gateway database.

HostAppName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The name of the application designated as the Host application in the App table in the Gateway database.

GroovyFieldMappingTemplate

GroovyFieldMappingTemplateType

GroovyFieldMappingTemplates

The name of the GroovyFieldMappingTemplate associated with the applications designated as Guest and Host.

GroovyFieldMappingTemplateType Table

Element

Type

Parents

Description

Description

string
restricted to
maxLength(255)

GroovyFieldMappingTemplates

The name of the application designated as Guest application in the apptable in the Gateway database.

App1BusinessObjectName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The name of the business object in the application.

App2BusinessObjectName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The name of the business object in the application.

GuestBusinessObjectName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The Guest business object name if it is different from the PDIBusinessObjectName element.

HostBusinessObjectName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The Host business object name if it is different from the PDIBusinessObjectName element.

Name

string
restricted to
maxLength(255)

GroovyFieldMappingTemplates

The name of the Groovy business object.

PDIBusinessObjectName

string
restricted to
maxLength(60)

GroovyFieldMappingTemplates

The name of the PDIBusinessObjectName in the Gateway data dictionary.

Condition

ConditionType

GroovyFieldMappingTemplates

The Groovy condition associated with the Groovy field mapping template.

GroovyFieldMapping

GroovyFieldMappingType

GroovyFieldMappingTemplates

The GroovyFieldMapping being associated with the GuestBusinessObjectName, HostBusinessObjectName, and PDIBusinessObjectName.

GroovyFieldMappingType Table

Element

Type

Parents

Description

Direction

string
restricted to
maxLength(10)
'GuestToPDI'
'HostToPDI'
'PDIToGuest'
'PDIToHost'
'App1ToPDI'
'App2ToPDI'
'PDIToApp1'
'PDIToApp2'

GroovyFieldMapping

The direction of the data flow between the source application and destination application in the GroovyFieldMapping.

SourceFields

string

GroovyFieldMapping

The fields in the source application referenced in the GroovyFieldMapping.

TargetFields

string

GroovyFieldMapping

The fields in the target application referenced in the GroovyFieldMapping.

RequireAllFields

boolean

GroovyFieldMapping

The flag to determine if all fields are required for the GroovyFieldMapping.

Script

string
restricted to
maxLength(1024)

GroovyFieldMapping

The element that contains the Groovy code.

FieldMappingType Table

Element

Type

Parents

Description

Description

string
restricted to
maxLength(255)

FieldMapping

The description of the custom java field map.

App1BusinessObjectName

string
restricted to
maxLength(60)

FieldMapping

The name of the business object in the application.

App2BusinessObjectName

string
restricted to
maxLength(60)

FieldMapping

The name of the business object in the application.

GuestBusinessObjectName

string
restricted to
maxLength(60)

FieldMapping

The Guest business object name if different from PDIBusinessObjectName element.

HostBusinessObjectName

string
restricted to
maxLength(60)

FieldMapping

The Host business object name if different from PDIBusinessObjectName element.

Name

string
restricted to
maxLength(255)

FieldMapping

The name of the field map that is used to look up the Java class in the code that you have written that contains customization logic.

PDIBusinessObjectName

string
restricted to
maxLength(60)

FieldMapping

The Gateway business object name in the field mapping.

Fields

FieldsType

FieldMapping

The container element for the fields defined inside this element to be included when loading the business object.

FieldsType Table

Element

Type

Parents

Description

App1

FieldsFieldType

Fields

The name of the application.

App2

FieldsFieldType

Fields

The name of the application.

Guest

FieldsFieldType

Fields

The element that specifies the name of the fields in the mapping from the application designated as the Guest application.

Host

FieldsFieldType

Fields

The element that specifies the name of the fields in the mapping from the Primavera application designated as the Host application.

PDI

FieldsFieldType

Fields

The element that specifies the name of the fields that is involved in the mapping from the Gateway side.

FlowDefinitionCustomizationType Table

Element

Type

Parents

Description

FlowDefinitionName

string
restricted to
maxLength(60)

FlowDefinitionCustomization

The name of the flow to which the parameters are to apply.

Application Name

string
restricted to maxLength(60)

FlowDefinitionCustomization

The name of the application to which the customization applies.

DisableCompare

boolean

FlowDefinitionCustomization

The flag when set to true, causes compare to be disabled for all FlowTypes.

AppType

string
restricted to maxLength(10)
'Guest'
'Host'
'PDI'

FlowDefinitionCustomization

The role of the application in the flow.

FlowSide

string
restricted to maxLength(12)
'Source'
'Destination'
'PDI'

FlowDefinitionCustomization

The role of the application in the data flow.

FlowBusinessObject

FlowBusinessObjectType

FlowDefinitionCustomization

The business objects associated with the flow.

FlowStep

FlowStepType

FlowDefinitionCustomization

The element that contains flow steps that define an end-to-end synchronization.

Parameter

ParameterType

FlowDefinitionCustomization

The element that specifies the properties of the parameter.

FlowStepType Table

Element

Type

Parents

Description

Description

string
restricted to
maxLength(255)

FlowStep

The element that describes the purpose of the flow step.

Name

string
restricted to
maxLength(60)

FlowStep

The element that determines the name of the flow step.

OwnerAppType

string
restricted to
maxLength(10)
'Guest'
'Host'

FlowStep

The element that the system uses to determine which document format to use when parsing XML document data.

For example, specifying the OwnerAppType as Host and P6 is the host of the flow causes the system to ask the P6 provider to provide the implementation of this step.

FlowSide

string
restricted to
maxLength(12)
'Source'
'Destination'

FlowStep

The element that the system uses to determine whether the data flow originates from the source or the destination application.

Sequence

int

FlowStep

A number that determines when the step will run relative to the other steps in the flow.

When this element is used in a customization.xml file, you can use the following SQL commands to determine the existing sequencing, from which you can determine an appropriate sequence number for a particular flow type.

Note: This example returns the sequence number for the Export Project Data flow type. Revise the commands as appropriate for the other flow types.

select fd.flowdef_name, fs.flowstep_name, fs.flowstep_type, fs.flowstep_seqno

from flowstep fs, flowdef fd

where fs.flowdef_id = fd.flowdef_id and fd.flowdef_name = 'Export Project Data'

order by fd.flowdef_name, fs.flowstep_seqno;

Type

string
restricted to
maxLength(20)
'Custom'
'Script'

FlowStep

The element that specifies the flow step type. 'Custom' is the only valid value when this element is used in a customization.xml file.

Script

string

FlowStep

 

FlowBusinessObjectType

Element

Type

Parents

Description

Name

string
restricted to
maxLength(60)

FlowBusinessObjectType

The name of the flow business object type.

ParameterType Table

Element

Type

Parents

Description

DefaultValue

string
restricted to
maxLength(255)

Parameter

The default value for this custom parameter that is used when the parameter is included in the flow and the value is not changed.

Description

string
restricted to
maxLength(255)

Parameter

The element that provides a description of the parameter.

EnumerationOptions

EnumerationOptionsType
For more details see the EnumerationOptionsType Table.

Parameter

The element that contains the list of enumerated values when the Parameter element is specified as an enum.

Name

string
restricted to
maxLength(60)

Parameter

The element that provides the name of the parameter. The name is used to lookup the parameter in the provider Java code.

Sequence

int

Parameter

The element that provides the mechanism for ordering the parameters.

Title

string
restricted to
maxLength(255)

Parameter

The element that provides the display title of the parameter.

Type

string
restricted to
maxLength(15)
Boolean
DateTime
Double
Int
String
Password
Enum
Custom

Parameter

The element that defines the data type of the value of the field's data when it is synchronized.

EnumerationOptionsType Table

Element

Type

Parents

Description

Enumeration

EnumerationType

EnumerationOptions

The element that specifies the name of the enumeration.

FieldsFieldType Table

Element

Type

Parents

Description

Name

string
restricted to maxLength(60)

Fields

The element that specifies the name of the field.

EnumerationType Table

Element

Type

Parents

Description

Name

string

Fields

The element that specifies the name of the enumeration type.

Related Topics

Appendix - Contents of Customization.XML



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Last Published Wednesday, January 27, 2021