This example demonstrates how to synchronize data between two distinct environments of an application, review and monitor the data transfer. For more details, refer to the P6 EPPM Data Migration Guide.
For the purposes of this example, let's assume that you have two P6 deployment instances:
- P6 Deployment-Testing
- P6 Deployment-Production
P6 provider is installed for each deployed instance. You want to send master data from P6 Deployment-Testing into P6 Deployment- Production using a synchronization called Synchronize Master Data from P6 Testing to P6 Production. Let's also assume that you will use Transfer Master Data from P6 to P6 business flow.
Prerequisites
This example assumes the following prerequisites have been completed:
- Primavera Gateway is installed and running.
- An application deployment called P6 Deployment-Testing has been added to Primavera Gateway.
- An application deployment called P6 Deployment-Production has also been added to Primavera Gateway.
- A business flow called Transfer Master Data from P6 Testing to P6 Production, has been created to define the flow of data between application deployments using the flow type, Master Data.
- An EPS ID has been created, EPS0028.
Move Data between Different Environments of an Application
- In the sidebar select Synchronizations and then select Add....
- In the Flow & Deployments step of the Synchronization wizard:
- Enter Synchronize Master Data from P6 Testing to P6 Production in the Synchronization Name field.
- Select Transfer Master Data from P6 Testing to P6 Production from the Business Flow drop-down.
- Enter a description of the synchronization in the Description field.
- Select P6 Deployment from the Source list.
- Select P6 Deployment from the Destination list.
- Select Next.
- In the Parameters step, review the parameters and select Next.
- In the Summary step, review a summary of all the updates made and then select Save.
Run a Synchronization
- On the Synchronization page, select Synchronize Master Data from P6 Testing to P6 Production synchronization and then select Run.
You can also select theActions , menu and then select Run with Review, or Run on Event.
When you select Run, monitor the synchronization from the Monitoring page.
When you select Run with Review:
- Select the Review link to review the synchronization between the source and destination P6 deployments in the Monitoring tab.
Note: If you are an administrator or a user with no data access privileges, an error message, Insufficient Permissions, is displayed.
- On the Summary page, review the list of business objects included in the synchronization.
- Select a business object to review the list of fields which will be acted upon by the synchronization job.
- After completing the review, select Commit to initiate the synchronization to set the job status to In Progress. Otherwise, select Cancel to cancel the synchronization job.
When you select Run on Event:
- Select P6UpdateEventListener from the Listener Name list and enter the Delay (in minutes) to run the synchronization when an event occurs.
- Select EPS from the Business Object list, enter EPS0028 in Fields, and then select Add Row.
- Select Save.
You have now set up an event to run a synchronization job when an update is made to EPS0028.
Monitor a Synchronization Job
After you run the synchronization, you can check to see that it is working properly by finding the synchronization on the Monitoring page.
- In the sidebar, select Monitoring.
- For the synchronization job, select the Review link to review the data being transfered by the synchronization between the source and destination P6 deployments.
Note: If you are an administrator or a user with no data access privileges, an error message, Insufficient Permissions, is displayed.
- Review the list of business objects included in the synchronization.
- Select a business object and select an Action to review a list of fields associated with the business object in the Comparison dialog box. Select Close after reviewing the field mappings.
- Select Commit to initiate the synchronization and set the job status to In Progress. Otherwise, select Cancel to cancel the job.
Edit a Synchronization Job Schedule
After monitoring the synchronization job, if you are satisfied with the synchronization, you can schedule times when the synchronization will run.
- In the sidebar, select Synchronizations.
- Select Synchronize Master Data from P6 Testing to P6 Production synchronization and select Edit Schedule.
- Select theActions menu and then select Edit Schedule...
- In the Schedule wizard, schedule a date and time when the synchronization will run:
Note: Synchronizations can also be run on demand by selecting the synchronization and selecting Run.
- Select Weekly from the Frequency list.
- Select Tuesday from the list of weekdays.
- Enter 03/04/2015 15:00 in the Starts field.
Time should be entered in a twenty-four hour format.
- Select the End after occurrence(s) option and enter 8 in the field.
Note: You can disable an existing schedule by selecting Disable in the Schedule wizard. To enable a disabled schedule, select Enable in the Schedule wizard.
- Select Save.