To use the out-of-the-box synchronizations delivered in Gateway:
- In the sidebar, select Synchronizations, and then select Edit....
- Follow the steps in the Edit Synchronization wizard to name and configure the synchronization. Select Save when finished.
- Transfer data between applications using any of the following options:
To run a synchronization on demand, select the synchronization and select Run.
To review the data that will be moved from the source application before the synchronization is executed, select a synchronization, select the Actions menu, and then select Run with Review.
To schedule an event-based synchronization, select a synchronization, select the Actions menu, and then select Run on Event.
Note: (On-premises only) You can set up an event-based synchronization using the delivered P6 event provider only if P6 is the source provider in the defined flow. To set up event-based synchronizations for any other provider you will need to develop an event provider for your provider. For more details, refer to the Primavera Gateway Provider Development Guide.
To schedule the synchronization to run at a certain date and time, select a synchronization, select the Actions menu, and then select Edit Schedule.
- Enter information for the synchronization in the Edit Schedule dialog box and select Save when finished.
- To delete a synchronization, highlight the synchronization and select Delete. Select Yes in the Confirmation dialog box.