Gateway Node in Unifier
To access the Gateway node go to Company Workspace > Admin mode > Integrations > Gateway > Business Objects
The Gateway node provides the following information on the Gateway Integration landing page:
- API URL
- This element captures the Gateway API URL that Unifier goes to in order to establish connection with Gateway.
- Data Definition: SYS Description Text 250
- User Name
- This element contains the user's name who logs into Gateway URL.
- Data Definition: SYS Long Name
- Unifier Deployment
- Allows you to enter the name of the Unifier Deployment, which needs to be accessed to exchange data with external applications
- Data Definition: SYS Short Description Text 250
- Integration Parameters block
- Source Base Currency
- Activity Sheet Synchronization
- Import Synchronization (The import synchronization that is selected for Activity and Assignment data for customers with EVM license and import synchronization that is selected for Activity data for customers without EVM license.)
- Export Synchronization
- Rate Sheet Synchronization
To see the Integration Settings, click Open from the toolbar to open the Integration Settings window. In the Integration Settings window, you can edit fields and run tests. The Integration Settings window contains the following blocks and fields:
Gateway block
- API URL
- User Name
- Password
- Contains the password required to log on to the Gateway URL.
- Data Definition: Short Description Text
- Test Connection
- Enables you to run a test to verify that the Gateway URL and other credentials are valid. See the Testing Connection section later in this topic.
- Unifier Deployment
- Allows you to enter the name of the Unifier Deployment, which needs to be accessed to exchange data with external applications
- Data Definition: SYS Short Description Text 250
Integration Parameters block
Select Source Base Currency for Rate Conversion
- Currency
- Select Synchronizations to exchange Activity data
- Import Synchronization (editable drop-down (size 250 chars))
- Contains the name of the Gateway Synchronization, which will be used to Import Activity data from Unifier to P6
- Using the Gateway URL and the Unifier Deployment details captured within the Integration tab of "Company Properties," this field lists all the "Import" synchronizations from the URL, which are applicable to the mentioned Unifier Deployment.
- The synchronizations shown in the drop-down will be the ones that match the Unifier Deployment. It lists the OOTB synchronizations provided for Oracle Primavera Cloud.
Note: For Unifier, this is an "Import" synchronization (to import data). From P6 perspective, this is an "Export."
For customers with or without EVM licenses, the import synchronization that is selected in Select Synchronizations to exchange Activity data will be the import synchronization that is selected for EVM data, provided customer selected that prior to upgrade to 20.7; otherwise, the synchronization selected will be from Select Synchronizations to exchange Activity data.
For all customers, the activity import synchronization that is selected in Select Synchronization to exchange Activity and Assignment data prior to upgrade to 20.7 is shown as selected under import synchronization Select Synchronization to exchange Activity data. If there is no synchronization selected in Select Synchronization to exchange Activity and Assignment data, then the synchronization selected in Select Synchronization to exchange Activity data must be selected. If none of them are selected prior to upgrade to 20.7, then the import synchronization will be empty.
Starting from 20.7, customers with or without EVM licenses can get data from P6, and the existing export synchronization and Import Synchronization selected from Role and Resources synchronization will not have any impact.
- Export Synchronization (editable drop-down (size 250 chars))
Contains the name of the Gateway Synchronization which will be used to Export Activity data from P6 to Unifier
Using the Gateway URL and the Unifier Deployment details captured within the ‘Integration' tab of Company Properties, this field lists all the "Export" synchronizations from the URL which are applicable to the mentioned Unifier Deployment.
The export synchronization shows additional OOTB synchronizations "Send Activity data from Unifier to Primavera Cloud" defined for Oracle Primavera Cloud. You will be able to push the updated activity data to Oracle Primavera Cloud, using the export synchronization.
The Export Synchronization option "Update Activity data from Unifier to Primavera Cloud" enable you to send updated activity data from Unifier to the Oracle Primavera Cloud. When you are using Oracle Primavera Cloud data for scheduling a project, you can bring the activities, schedules, and the associated WBS to the Unifier Activity Sheet. From the Activity Sheet, Unifier pulls the activity attributes into the business processes. In the business processes, you can update the schedules and reverse auto-populate (RAP) data back to the Activity Sheet. In the Unifier Activity Sheet log of the projects that are synchronized with Oracle Primavera Cloud, the Send Data option enables you to send the updated schedules back to the Oracle Primavera Cloud. The business flow updates the activity data in Oracle Primavera Cloud according to the activity data in Unifier.
Note: For Unifier, this is an "Export" synchronization (to export data), from P6 perspective, this is an "Import."
- Import Synchronization (editable drop-down (size 250 chars))
Contains the name of the Resource and Role Rates from P6 for EVM Copy.
When you make changes in the Integration Settings window, you must click OK to save your changes. Click Cancel to close the Integration Settings window.
Testing Connection
To run a test to verify that the Gateway URL and other credentials are valid use the Test Connection option, in the Gateway block. If the system is unable to establish connection, you will receive an error message. If the system is able to establish connection, you will receive a confirmation message.
Last Published Tuesday, December 12, 2023