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.

Step me through...

Importing Configuration Data Files by Synchronization: Example

Importing Configuration Data by Provider: Example

Importing a Customization File: Example



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Last Published Thursday, October 6, 2022