The Master Data flow type, if applicable to an integration, is used to specifically transfer master data between two applications or distinct environments of the same application. For example, to transfer data from a P6 Testing environment to P6 production environment or transfer data from P6 to Primavera Cloud.
The flow step sequence for master data is organized as follows:
- Load from Source: This step loads the master data from the source application into the Gateway framework so that it can be processed.
- Convert from Source to Gateway Format: This step converts the source master data from the source format to the Gateway format.
- Load from Destination: This step loads master data from the destination application into the Gateway framework so that it can be processed.
- Convert from Destination to Gateway Format: This step converts destination's master data to the Gateway format. The converted data is used for the Compare step.
- Compare Data: This step compares the converted source Gateway data with the destination Gateway data. This step compares each object and uses the following rules to determine how the data is synchronized in the Update Destination step.
- If the data is in the source object but not in the destination object, the data is created in the destination object during the Update Destination step.
- If the data is in the destination object but not in the source node, the system performs the following steps:
* Inspects the cross reference tables to determine whether the data has ever been synchronized.
* Determines whether the Delete parameter has been set for the flow.
If the data is in the cross-reference tables and the delete parameter has been set for the flow, the data is deleted from the destination during the Update Destination step. Otherwise, the data is not deleted in the Update Destination step.
- Objects that contain updated data are marked for synchronization.
- Objects that contain the same data in both the source and the destination nodes are ignored.
- Convert to Destination Format: This step converts the master data from Gateway format to the destination format.
- Review data: (Optional) This step enables you to review the source data before updating the data in the destination application.
- Update Destination: This step saves the master data into the destination application's database.