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 P6 to File in XML format.
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 and placed in a shared folder on the server, \\<server>\c$\XML.
- An application deployment called P6 Deployment has been added to Primavera Gateway.
- An application deployment called File Deployment -XML has been added to Primavera Gateway with the following field values:
- In the File Data Source Type, select FilePath.
- In the Shared Folder on Gateway Server field, enter the folder location in the format, \\<server>\c$\XML
- In the File Format field, select XML.
- A business flow called P6 to File - XML Project 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 P6 to File -XML Project in the Synchronization Name field.
- Select P6 to File - XML-Project from the Business Flow list.
- Enter a description of the synchronization in the Description field.
- Select P6 Deployment from the Source list.
- Select File Deployment - XML from the Destination list.
- Select Next.
- In the Parameters step:
- Enter XML_Project_EC00592.xml , in the File Name field.
- Enter the following P6 Filters:
- Select Project in the Business Object field
- Select Project Ids in the Fields field.
- Enter EC00592 in the Values field.
- Review all other parameter values and then select Next.
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 select Save.
- Select P6 to File -XML Project synchronization and then select Run.
- Monitor the synchronization from 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 P6 to File -XML Project.
- Select Convert from Source to Gateway format and then 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 are a user with data access privileges, select Download to download the log files of the synchronization job.
- Select Close.