Based on the role of Primavera Cloud and Unifier providers and the data to be transferred in the business flow the following provider-specific parameters will display as either source or destination application parameters in the Business Flow wizard.
Users having the role of a Gateway administrator or Gateway developer can access and view all the parameters listed below. Set the behavior of these parameters in the business flow by specifying the Attribute for each as any of the following values: Hidden, Optional, Read-only, or Required.
Notes:
- Data identified by each parameter is processed by a flow step of the business flow. For more information on flow steps, see Executing a Business Flow.
- All values specified in the filter parameters will be used in the Load step of the flow for loading data from the providers designated as the source or the destination.
Primavera Cloud Provider Application Parameters
When Primavera Cloud is the source application, set values and attributes for the following parameters while defining a project data business flow:
- Primavera Cloud Project Filter
Use this setting to identify and select projects in Primavera Cloud using any of the following fields:
Lookup in Primavera Cloud,
Project Ids
Workspace Ids
Project Code
Project Code Type Name
Project Code Value
Project Status
Note: Lookup in Primavera Cloud option is available only to Gateway users and administrators for synchronizations only.
Select Add Row to enter multiple filter criteria for selecting projects.
Select Edit Row to change the current filter criteria or value for selecting a project.
Select Delete Row to delete the current filter criteria for selecting projects.
When Primavera Cloud is the destination application, set values and attributes for the following parameters while defining a project data business flow:
- Workspace Location
Use this setting to specify the default workspace and populate it in a synchronization. If the value is set in Primavera Gateway, then Primavera Cloud will check if the Primavera Cloud Workspace field value exists and will use it to create the project.
P6 must send all global data assigned to the project with the project flow. All global data will be assigned to the workspace where the project will be created in Primavera Cloud.
- Save data to Primavera Cloud if there are errors?
Use this setting to determine how data is to be processed when a job fails in Gateway. Select this option if you want to save the data in Primavera Cloud when a synchronization job fails in Gateway. Otherwise, deselect this option to ensure data is not saved in Primavera Cloud for failed jobs.
- Provide email notification for selected job status
This parameter displays only when you have specified an Email Address in the Mail Configuration tab of the Gateway Settings page.
Use this setting to enter email IDs of individuals who would need to be notified when synchronization jobs are completed with any of the following job statuses on the Monitoring page: Completed, Review, Cancelled, Completed with Errors, Completed with Warnings, or Failed.
Select the Attach Data Details for Job check box to include details of the data transfer in the email.
- Synchronize one project at a time
A synchronization job is usually split into multiple child jobs with each child job transferring data in each project. By default all child jobs are executed simultaneously. Use this setting to determine whether to synchronize data one project at a time.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.
- Partition data to child jobs for large data transfers?
Use this setting if you are integrating large data sets between projects and between applications when P6 EPPM or Oracle Primavera Cloudis the source application. This parameter partitions large data sets logically into multiple child jobs.
- Child job object limit for partitioned data
Use this setting in conjunction with the Partition Data into Child Jobs? parameter. Enter a limit on the number of objects that can be included in the child jobs in the range 50 - 5000. Zero (0) is the default value.
- Include only updated data since last run? (Delta Run)
Use this setting only when you want to transfer only new or changed data that was added after a synchronization was last run. This setting must be used in conjunction with the Compare flag selected in the
Business Flow
wizard.
Unifier Provider Application Parameters
When Unifier is the source application in a project data flow, set values and attributes for the following parameters:
- Unifier Project Filter
Use this setting to identify and select projects in Unifier by using Lookup in Unifier, ImportProjectIds or ShellAttribute.
Note: Lookup in Unifier option is available only to Gateway users and administrators for synchronizations only.
Enter multiple values for the following fields as comma-separated values. Select Add Row to enter multiple filter criteria to select Unifier projects. Select Edit Row to change the current filter criteria or value for selecting a Unifier project.
- Unifier BP Filter
Use this setting to select BP filters to include when selecting a project in Unifier.
Enter multiple values for the following fields as comma-separated values. Select Add Row to enter multiple filter criteria to select Unifier projects. Select Edit Row to change the current filter criteria or value for selecting a Unifier BP filter.
- Source Business Process Name
Use this setting to enter the name of a business process in Unifier.
- Cost Column Name
Use this setting to enter the cost column names in Unifier.
When Unifier is the destination application in a project data flow, set values and attributes for the following parameters:
- Unifier Project Location
Use this setting to enter the project location in Unifier. This information is used in the Save step of the flow.
- Unifier Project Template Number
Use this setting to enter the template number to be associated with the project created in Unifier.
- Destination Business Process Name
Use this setting to enter the name of the business process to which the data should be associated in Unifier.
- Business Process Detail Tab Name
Use this setting to enter the Detail tab name of the business process to which the data should be associated in Unifier.
- Line Item Identifier
Use this setting only when you need to update line items. Enter the name of the data element (not label) that is to be updated in the Detail tab of the business process.
- Cost Column Name
Use this setting to enter the cost column names in Unifier.
- Provide email notification for selected job status
This parameter displays only when you have specified an Email Address in the Mail Configuration tab of the Gateway Settings page.
Use this setting to enter email IDs of individuals who would need to be notified when synchronization jobs are completed with any of the following job statuses on the Monitoring page: Completed, Review, Cancelled, Completed with Errors, Completed with Warnings, or Failed.
Select the Attach Data Details for Job check box to include details of the data transfer in the email.
- Synchronize one project at a time
A synchronization job is usually split into multiple child jobs with each child job transferring data in each project. By default all child jobs are executed simultaneously. Use this setting to determine whether to synchronize data one project at a time.
- Delete data that no longer exists in the source application?
Use this setting to determine whether data that no longer exists in the source application is to be deleted in the destination application. This parameter must be used in conjunction with the Compare flag selected in the Business Flow wizard.
Note: When you run a project data flow, it will delete only project level data in a business flow, but not the master data. This will prevent you from deleting master data elements such as resources, roles etc., that may be used in another project. However, if used in a master data flow, it will delete all relevant objects and fields.
- Only delete data that has been linked previously with the source application?
To use this parameter, you must also select the parameter, Delete data that no longer exists in the source application? During a synchronization, when the data is compared between the source and the destination application, data that has been added only in the destination application will not be deleted. However, if you deleted source data that was previously synced in the destination application, it will also be deleted from the destination application.
- Partition data to child jobs for large data transfers?
Use this setting if you are integrating large data sets between projects and between applications when P6 EPPM or Oracle Primavera Cloudis the source application. This parameter partitions large data sets logically into multiple child jobs.
- Child job object limit for partitioned data
Use this setting in conjunction with the Partition Data into Child Jobs? parameter. Enter a limit on the number of objects that can be included in the child jobs in the range 50 - 5000. Zero (0) is the default value.
- Include only updated data since last run? (Delta Run)
Use this setting only when you want to transfer only new or changed data that was added after a synchronization was last run. This setting must be used in conjunction with the Compare flag selected in the
Business Flow
wizard.