Importing Configuration Data Files

To import configuration data files to Primavera Gateway: :

  1. Create a zip file containing any of the following configuration data files of a provider:
    • Business Flow / Synchronization
    • Cross Reference
    • Customization
    • Event Provider
    • Field Mapping Template
    • Flow Definition
    • File Converters, only if the File provider is installed
    • Metadata
    • Provider
    • Value Mapping
  2. In the sidebar, select Configuration.
  3. Select the Import/Export tab.
  4. In the Select File field, select the Picker button and browse to a .zip file or an XML file to be imported.
  5. Select Import.

    A success message displays.

    • Notes:
    • Only one zip file can be imported at a time.
    • Any exported custom step created for a business flow using the formula editor in the Custom Steps tab of the Configuration page when imported, will now be included in the <provider_name>.xml file. All other custom steps created by alternative methods are by default included in the Customization.xml file.
    • In the metadata files, you can edit the Entity Name for fields to uniquely identify that as a row of data supported by an object. The Entity Name descriptions display on the Data Details tab of the Monitoring page.
    • After importing the metadata (metadata.xml) into Gateway, you can send and receive data only after re-entering the deployment's password manually.

(On-premises only) When uploading jar and XML files, it is recommended that you upload the files from the DBSetup Configuration Utility when possible.



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Last Published Tuesday, October 12, 2021