Transferring Role Data from P6 to an Excel File (xls): Example

Transfer role data from P6 to an excel file (.xls) set up and run a synchronization as follows:

Prerequisites

Gateway is set up with the following application deployments:

• A P6 provider deployment, named P6 deployment.
• A File provider deployment supporting .xls format, named File Deployment-File Upload-xls.
• A field mapping template for the Role object, Field Mapping Template for Role, has been added.
• A master data business flow for the Role object, Send P6 Roles to File in xls Format has been added.

Procedure

1. In the sidebar, select Synchronizations.
2. Select Add....

   The Synchronization wizard displays.

3. In the Flow & Deployments step:
   1. Enter Send P6 Roles to File in xls Format in the Synchronization Name field.
   2. Select Send P6 Roles to File in xls Format from the Business Flow list.
   3. Enter a description of the synchronization in the Description field.
   4. Select P6 deployment. from the Source list.
   5. Select File Deployment- File Upload from the Destination list.
   6. Select Next.
4. 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.

5. In the Summary step, review all the selections made and select Save.
6. In the Synchronization Name column, select Send P6 Roles to File in xls Format and select Run.
7. Monitor the synchronization from the Monitoring page.

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Last Published Thursday, October 6, 2022