To import configuration data files to Primavera Gateway: :
- 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
- In the sidebar, select Configuration.
- Select the Import/Export tab.
- In the Select File field, select the Picker button and browse to a .zip file or an XML file to be imported.
- 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.