Transferring Data Between Applications: Example

This example demonstrates how to synchronize data between applications and monitor the data transfer. For more details on Primavera Gateway features and functionality, see the Primavera Gateway Online Help.

For this example, assume that you want to export project data from Oracle Instantis EnterpriseTrack to Sample using a synchronization called Synchronize Project Data from Oracle Instantis EnterpriseTrack to Sample. Also assume that you will use the Export Project Data from Oracle Instantis EnterpriseTrack to Sample business flow.

Prerequisites

This example assumes that the following prerequisites have been completed:

• Primavera Gateway is installed and running.
• An application deployment called EnterpriseTrack Deployment has been added to Primavera Gateway.
• An application deployment called Sample Deployment has been added to Primavera Gateway.
• A business flow called Export Project Data from Oracle Instantis EnterpriseTrack to Sample has been created to define the flow of data between applications.

Move Data between Applications

1. After you log into Primavera Gateway, select Synchronizations.
2. Select Add.
3. In the Add Synchronization wizard:
   1. Modify the synchronizations to include the correct project filter.

      The project filter will be displayed if the option is not hidden on the Parameters page.

   2. In the Synchronization Name field, enter a name.
   3. Select Export Project Data from Oracle Instantis EnterpriseTrack to Sample from the Business Flow list.
   4. Select Oracle Instantis EnterpriseTrack Deployment from the Source list.
   5. Select Sample Deployment from the Destination list.
   6. Select Next.
   7. Review the parameters and select Next.
   8. Review the Synchronization Summary and select Save.
4. Select the Synchronize Project Data from Oracle Instantis EnterpriseTrack to Sample synchronization and select Run.

Monitor a Synchronization Job

After you run the synchronization, you can check to see that it is working properly by finding the synchronization on the Monitoring page.

1. Select Monitoring.
2. In the Filter lists, select All Jobs by Type and Project Data. The synchronization jobs will be filtered using these selections.
3. Select the Job link for Synchronize Project Data from Oracle Instantis EnterpriseTrack to Sample.
4. Select Convert from Source to Gateway format and then select Gateway Format. Data for this flow step, including information if there is a failure, will display.
5. Select Close.

Edit a Synchronization Job Schedule

After monitoring the synchronization job, if you are satisfied with the synchronization, you can schedule times when the synchronization will run.

1. Select Synchronizations.
2. Select the Synchronize Project Data from Oracle Instantis EnterpriseTrack to Sample synchronization and select Edit Schedule.
3. In the Edit Schedule wizard, schedule a date and time when the synchronization will be run:

   Note: Synchronizations can also be run on demand by selecting the synchronization and selecting Run.

   1. Select Weekly from the Frequency list.
   2. Select Tuesday from the list of weekdays.
   3. Enter 03/04/2015 15:00 in the Starts field.

      Time should be entered in a twenty-four hour format.

   4. Select the End after occurrence(s) option and enter 8 in the field.

      Note: You can disable a preexisting schedule by clicking Disable in the Edit Schedule wizard. To enable a disabled schedule, click Enable in the Edit Schedule wizard.

   5. Select Save.

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Last Published Saturday, October 8, 2022