This example demonstrates how to synchronize data between P6 and File providers. For the purposes of this example, let's assume that you want to send project data from a File (in xml format) to P6.
Note: Always synchronize master data, if applicable, between applications before you synchronize project data. This will ensure that each deployment has the information necessary to synchronize project data.
Prerequisites
This example assumes the following prerequisites have been completed:
- Primavera Gateway is installed and running.
- An XML file called XML_Project_EC00592.xml containing project data has been created in the C:/xmldata folder.
- An application deployment called P6 Deployment has been added to Primavera Gateway.
- An application deployment called File Deployment -File Upload has been added to Primavera Gateway with the following field values:
- In the File Data Source Type field, select File Upload.
- In the File Format field, select XML.
- A business flow called File to P6 Project-XML Format has been created to define the flow of data between applications.
Move Data between Applications
- In the sidebar, select Synchronizations and then select Add....
- In the Flow & Deployments step of the Synchronization wizard:
- Enter File to P6 Project - XML File Upload in the Synchronization Name field.
- Select File to P6 Project-XML Format from the Business Flow list.
- Enter a description of the synchronization in the Description field.
- Select File Deployment - File Upload from the Source list.
- Select P6 Deployment from the Destination list.
- Select Next.
- In the Parameters step, browse and select the file, XML_Project_EC00592.xml in the File to Upload field.
Note: The parameter value selected in the synchronization is unaffected although you may change the parameter’s default value when editing the business flow.
- In the Summary step, review all the selections made and then select Save.
- Select the File to P6 Project - XML File Upload synchronization and select Run.
- Monitor the synchronization job on the Monitoring page.
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.
- From the Filter list, select All Jobs by Type.
- From the Value list, select Project Data.
- From the filtered job results, select the Job link for File to P6 Project - XML File Upload.
- Select the Job Details tab.
- Select the step, Convert from Source to Gateway format.
- Select Gateway Format.
If you have data access privileges, data and information for this flow step is displayed if there is a failure. Otherwise, an error message, Insufficient Permissions, is displayed.
- If you have data access privileges, select Download to download the log files of the synchronization job. Otherwise, an error message, Insufficient Permissions, is displayed.
- Select Close.
- Sign in to P6 to confirm the project data is available in the user interface.