This example demonstrates how to transfer role data from P6 to an excel file (.xlsx).
Prerequisites
This example assumes the following prerequisites have been completed:
- Gateway is set up with the following application deployments:
- A P6 provider deployment, named P6 deployment.
- A File provider deployment supporting .xlsx format, named File Deployment-File Path-xlsx.
- A field-mapping template for the Role object, Field Mapping Template for Role data: P6 to File xlsx format, has been created to support the fields being transferred to the excel file.
- A master data business flow, Send P6 Roles to File in xlsx Format, has been created that uses the field mapping template.
Move Data between Applications
To transfer role data from P6 to an excel file (.xlsx format) set up and run a synchronization job as follows:
- In the sidebar, select Synchronizations, and then select Add....
- In the Flow & Deployments step of the Synchronization wizard:
- Enter Send P6 Roles to File in xlsx Format in the Synchronization Name field.
- Select Send P6 Roles to File in xlsx Format 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-File Path-xlsx from the Destination list.
- Select Next.
- In the Parameters step, 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.
- In the Synchronization Name column, select Send P6 Roles to File in xlsx Format 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 jobs, select the Job link for Send P6 Roles to File in xlsx Format.
- Select Convert from Source to Gateway format and then select Gateway Format. Data for this flow step, including information if there is a failure, will display if you have data access privileges. 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.
- Browse to the file location on the Gateway server to review and confirm the transferred role data.