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 in XML file format from File 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 -FTP has been added to Primavera Gatewaywith the following field values:
- In the File Data Source Type, select FTPService.
- In the File Format field, select XML.
- A project data business flow, File to P6 - XML - Project, has been created with two optional parameters, File to Upload, and File Name 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 - XML - Project - SFTP in the Synchronization Name field.
- Select File to P6 - XML - Project from the Business Flow list.
- Enter a description of the synchronization in the Description field.
- Select File Deployment - SFTP from the Source list.
- Select P6 Deployment from the Destination list.
- Select Next.
- In the Parameters step:
- Enter XML_Project_EC00592.xml , in the File Name field.
- Review all other parameters, 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 the File to P6 - XML - Project - SFTP synchronization and select Run.
- Monitor the job 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 list, select the Job link for File to P6 - XML - Project - SFTP.
- 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.
- Sign in to P6 EPPM to confirm the project data is available in the user interface.