To transfer data between applications, you need to create and run a synchronization. You have the option to run the synchronization on demand, run based on the occurrence of specific events, or schedule it to run regularly at a time and date of your choosing.
Prerequisites
- Configure application deployment connections for the source and destination applications in the data flow.
- Business flows must be setup for the data transfer.
- If an integration supports master data, then synchronize the master data between applications before you synchronize project data. This will ensure that each deployment has the information necessary to synchronize project data.
Procedure
To transfer data between applications:
- Sign in to Primavera Gateway as an administrator or a user.
- In the sidebar, select Synchronizations, and then select Add....
- Follow the steps in the Synchronization wizard to name and configure the synchronization.
Note: If you edit a synchronization and change the business flow, then you must review and update the parameters as needed.
- Select Save in any step of the wizard to save the changes and exit the wizard instantly.
- Transfer data between applications using any of the following options:
- To run a synchronization on-demand, highlight the synchronization and select Run.
- To review the data that will be moved from the source application, highlight the synchronization and select the Actions menu and then select Run with Review.
Note: If you are a user or administrator with no data access privileges, once a synchronization is Run with Review, you cannot review the actual data being transfered in each step of a job nor download the job details. When you select the Review link, an error message, Insufficient Permissions, is displayed.
- (On-premises only) To schedule an event-based synchronization, highlight the synchronization, select the Actions menu and then select Run on Event.
Note: (On-premises only) You can set up an event-based synchronization using the delivered P6 event provider only if P6 is the source provider in the defined flow. To set up event-based synchronizations for any other provider you will need to develop an event provider for your provider. For more details, refer to the Primavera Gateway Provider Development Guide.
- To schedule the synchronization to run at a certain date and time, or a specific sequence of synchronizations, select the synchronization, select theActions menu and then select Edit Schedule....
- To delete a synchronization:
- Highlight the synchronization.
- Select the Actions menu and then select Delete.
- Select Yes in the Confirmation dialog box.
The following videos showcase how to transfer data between applications:
- Send Basic Project Information from Primavera Cloud to P6
- Send Basic Project Information from P6 to Primavera Cloud
- Send P6 Schedule Data to Primavera Cloud
- Send Lean Schedule Data from Primavera Cloud to P6