This example demonstrates how to synchronize data between P6 and Primavera Cloud applications and monitor the data transfer. For the purposes of this example, let's assume that you want to send project data from P6 Deployment into Primavera Cloud Deployment.
Note: Always synchronize master data, if applicable, between applications before you synchronize project data. This will ensure that each deployment has the information necessary to synchronize project data.
Prerequisites
This example assumes the following prerequisites have been completed:
- Primavera Gateway is installed and running.
- An application deployment called P6 Deployment has been added to Primavera Gateway.
- An application deployment called Primavera Cloud Deployment has been added to Primavera Gateway.
- A business flow called Transfer Project Data from P6 to Primavera Cloud 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:
- Enter Synchronize Project Data from P6 to Primavera Cloud in the Synchronization Name field.
- Select Transfer Project Data from P6 to Primavera Cloud from the Business Flow list.
- Enter a description of the synchronization in the Description field.
- Select P6 Deployment from the Source list.
- Select Primavera Cloud Deployment from the Destination list.
- Select Next.
- In the Parameters step, review all the parameters and 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 the Synchronization Summary and select Save.
- Select the Synchronize Project Data from P6 to Primavera Cloud synchronization and then select Run.
You can also select theActions menu and then select Run with Review, or Run on Event.
When you select Run, monitor the synchronization job on the Monitoring page.
When you select Run with Review:
- Select Review after the synchronization is run.
- On the Summary page, review a list of business objects and the fields associated with each business object identified by the synchronization job.
- After completing the review, select Commit to set up the synchronization.or select Cancel.
- You will receive an email notification when the synchronization job is run.
- In the email, select the Job Details link to review the synchronization job on the Monitoring page.
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.
When you select Run on Event:
- Select P6UpdateEventListener from the Listener Name list and enter the Delay (in minutes) to run the synchronization when an event occurs.
- Select Project from the Business Object list and enter Id in Fields, and then select Add Row.
- Select Save.
You have now set up an event to run a synchronization job when an update is made to any project ID .
Note: You can disable an existing event synchronization by selecting Disable in the Listener Instance wizard. To enable a disabled schedule, select Enable in the Listener Instance wizard.
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 Project Data.
- From the filtered job list, select the Job link for Synchronize Project Data from P6 to Primavera Cloud.
- Select the Job Details tab.
- 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 the required role privileges. Otherwise, an error message, Insufficient Privileges, is displayed.
- If you are a user with data access privileges, select Download to download the log files from each step of the synchronization job.
You can also select Details to view all the setup details used when a synchronization was run. This includes details on the synchronization, business flows, field-mapping templates, deployments, settings, and the run-time parameters used by the synchronization. Provide this file when you have to report an issue to Oracle Support.
- Select the Data Details tab.
- In the Business Object column of the Summary Section, select Project.
- Select the action count for Create, Update, Delete, Error, (if applicable), or Total of the Project business object.
- In the Business Object Details section, for the selected action count, review the actual data that was transferred from the source to the destination.
- Select Close.
Edit a Synchronization Job Schedule
After monitoring the synchronization job, if you are satisfied with the synchronization, you can schedule times when the synchronization will run.
- In the sidebar, select Synchronizations.
- Select the Synchronize Project Data from P6 to Primavera Cloud synchronization, select theActions menu and then select Edit Schedule.
- In the Edit Schedule wizard, schedule a date and time when the synchronization will be run:
Note: Synchronizations can also be run on demand by selecting the synchronization and selecting Run.
- Select Weekly from the Frequency list.
- Select Tuesday from the list of weekdays.
- Enter 09/04/2015 15:00 in the Starts field.
Time should be entered in a twenty-four hour format.
- Select the End after occurrence(s) option and enter 8 in the field.
Note: You can disable an existing schedule by selecting Disable in the Edit Schedule wizard. To enable a disabled schedule, select Enable in the Edit Schedule wizard.
- Select Save.