Preparing to Transfer Data between Applications: Example

This example demonstrates how to add deployment connections and create a business flow so data can be synchronized between applications. For the purposes of this example, let's assume that you want to transfer project content from a P6 application deployment called P6 Deployment to an Oracle Primavera Cloud application deployment called Primavera Cloud Deployment. Let's also assume that you want to create a business flow called Transfer Project Data from P6 to Oracle Primavera Cloud that exports project data from the P6 EPPM database into the Oracle Primavera Cloud database.

Notes:

While this example shows how to transfer project data, these steps can also be used for master data.
The content below acts as an example of how to set up connections and flows. The information you define for your deployments or business flows may differ.

Prerequisites

This example assumes that the following prerequisites have been completed:

Primavera Gateway is installed selecting P6 Primavera Cloudproviders.
A P6 EPPM deployment is installed and configured.
An Oracle Primavera Cloud application deployment is installed and configured.

Add a P6 Deployment Connection (on-premises only)

After you log into Primavera Gateway, select Configuration.
Select Add....
In the Add Deployment wizard:
1. Select P6 from the Select Application Provider list.
2. In the Deployment Name field, enter: P6 Deployment.
3. In the Description field, enter: A P6 deployment for synchronizing project data.
4. Select Next.
5. Enter the following deployment parameter values:
  - User Name: admin
  - Password: admin1
    Enter the P6 EPPM user name and password for a user that has administrative privileges on the P6 EPPM deployment to which you are connecting. P6 web services uses this login information to connect Primavera Gateway to the P6 EPPM database.
  - Endpoint: http://myhost.us.example.com:7020/p6ws/services/SyncServiceV1
    Primavera Gateway will use the endpoint URL to connect to the P6 deployment . The endpoint URL should be in the following format: http://<host name>:<port number>/p6ws/services/SyncServiceV1
  - P6 database instance ID: Enter the database instance ID associated with the P6 application.
  - P6 Webservices Authentication Type: Select SAML 2.0 from the list.
  - SAML 2.0 token File: Browse to the SAML 2.0 token file that is to be used for authentication purposes with P6 web services.
  - Enable Encryption: Clear this option.
    If the Enable Encryption option is not selected, leave the Keystore File, Keystore Password, and Certificate Alias fields blank. Encryption should also be turned off in the P6 Admin Config utility.
    
    If the Enable Encryption option is selected, then the values in the Keystore File, Keystore Password, and Certificate Alias fields must not conflict with the values set in the Message Protection node in the P6 Administrator application.
  - P6 Currency: USD
    The P6 Currency field shows the base currency for P6 Deployment.
6. Select Next.
7. (on-premises only) If you choose to synchronize P6 data using the P6 Event provider, enter the following parameters:
  - JMS Connection Factory: Enter the local JNDI name from the Connection Factory object created in the Gateway WebLogic domain.
  - JMS Queue: Enter the local JNDI name of the JMS Queue from the destination object created in the Gateway WebLogic domain.
8. Select Test Connection to test the endpoint URL. Fix the URL if the connection test fails.
9. Select Save.

Add a Oracle Primavera Cloud Deployment Connection (on-premises only)

Select Add....
In the Add Deployment wizard:
1. Select Primavera Cloud in the Select Application Provider list.
2. Enter Primavera Cloud Deployment in the Deployment Name field.
3. Enter A Primavera Cloud deployment for synchronizing project data. in the Description field.
4. Select Next.
5. Enter the following deployment parameters values:
  - User Name: user
  - Password: user1
    The items in this dialog box will vary depending on the implementation details of Oracle Primavera Cloud.
  - Endpoint: http://<server>:<port#>/api
6. Select Test Connection to ensure Primavera Gateway can connect to the Primavera Cloud provider.
7. Select Save when finished.

Define a Business Flow

In the sidebar, select Flow Type and choose Project Data.
Select the Business Flows tab.
Select Add....
In the Business Flow wizard:
1. Select P6 from the Source list.
2. Select Primavera Cloud from the Destination list.
3. Enter Transfer Project Data from P6 to Oracle Primavera Cloud in the Business Flow Name field.
4. (Optional) Select the Compare Flag if enabled, to compare source and destination data.
5. Enter A business flow to transfer project data from P6 Deployment into Primavera Cloud Deployment. in the Description field.
6. Select Next.
7. In the Gateway Object Name column, select Project.
8. In the Field Mapping Name column, select Create Projects from P6 to Primavera Cloud.
9. In the Applied For column, select Both.
10. Select Next.
11. Enter the following information for the source application parameters:
  - P6 Filter: Project, Project Ids, Comma Separated IDs
    Attribute: Read only
  - Spread Period type: Week
    Attribute: Hidden
  - Synchronize WBS Hierarchy: Complete
    Attribute: Optional
12. Select Next.
13. Enter the following information for the destination application parameters:
  - Workspace Location: Transferred Projects
    Attribute: Required
14. In the Summary step, review your selections.
15. Select Back to update your choices, or select Save to add the business flow.

Step me through...

Setting up Primavera Gateway

Viewing Business Object Fields

Viewing Field Mappings

Learn more about...

Frequent Tasks in Primavera Gateway

Last Published Thursday, October 6, 2022