This example demonstrates how to set up and run a synchronization to send data from a csv format file from File to Unifier applications.
Prerequisites
This example assumes the following prerequisites have been completed:
- Primavera Gateway is installed and running.
- A csv format file called Roles.csv containing a Role object and fields has been created in the C:/filedata folder.
- Two application deployments called File - CSV Format and Unifier have been set up in Primavera Gateway.
- The File CSV Format deployment is set up with the parameters, File Format set to csv and File Data Source Type set to File Upload.
- A master data business flow called File to Unifier CSV Data 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:
- In the Synchronization Name field, enter File to Unifier CSV Data.
- From the Business Flow list, select File to Unifier CSV Data.
- In the Description field, enter a description of the synchronization.
- From the Source list, select File CSV Format .
- From the Destination list, select Unifier Deployment.
- Select Next.
- In the Parameters step:
- In the File to Upload field, browse and select the file, Roles.csv, .
- 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 the File to Unifier CSV Data synchronization and 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 Master Data.
- From the filtered job list, select the Job link for File to Unifier CSV Data.
- 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 Unifier to confirm the Role data is available.