Transferring Data Between Distinct P6 Environments: Example
This example demonstrates how to synchronize data between two distinct environments of an application, review and monitor the data transfer.
For the purposes of this example, let's assume that you have two P6 deployment instances:
- P6 Deployment-Testing
- P6 Deployment-Production
P6 provider is installed for each deployed instance. You want to export master data from P6 Deployment-Testing into P6 Deployment- Production using a synchronization called Synchronize Master Data from P6 Testing to P6 Production. Let's also assume that you will use the Export Master Data from P6 to P6 business flow.
Prerequisites
This example assumes that the following prerequisites have been completed:
- Primavera Gateway is installed and running.
- An application deployment called P6 Deployment-Testing has been added to Primavera Gateway.
- An application deployment called P6 Deployment-Production has also been added to Primavera Gateway.
- A business flow called Master Data from P6 to P6 has been created to define the flow of data between application deployments using the flow type, Master Data.
Move Data between Different Environments of an Application
- After you log into Primavera Gateway, select Synchronizations.
- Select Add.
- In the Add Synchronization wizard:
- Enter Synchronize Master Data from P6 Testing to P6 Production in the Synchronization Name field.
- Select Export Master Data from P6 to P6 from the Business Flow list.
- Select P6 Deployment from the Source list.
- Select P6 Deployment from the Destination list.
- Select Next.
- Review the parameters and select Next.
- Review the Synchronization Summary and select Save.
- Select the Synchronize Master Data from P6 Testing to P6 Production synchronization and select Run with Review.
- Select the Review link to review the synchronization between the source and destination P6 deployments in the Synchronization tab or the Monitoring tab.
- On the Review Summary, review the list of business objects included in the synchronization.
- Select a business object to review a list of fields associated with the business object.
- After completing the review, select Approve to initiate the synchronization and set the job status to In Progress, or select Reject to cancel the job.
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.
- Select Monitoring.
- For the synchronization job, select the Review link to review the synchronization between the source and destination P6 deployments.
- On the Review Summary, review the list of business objects included in the synchronization.
- Select a business object and select an Action to review a list of fields associated with the business object in the Comparison dialog box. Select Close after reviewing the field mappings.
- After completing the review, select Approve to initiate the synchronization and set the job status to In Progress, or select Reject to cancel the job.
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.
- Select Synchronizations.
- Select the Synchronize Master Data from P6 Testing to P6 Production synchronization and 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 03/04/2015 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 a preexisting schedule by clicking Disable in the Edit Schedule wizard. To enable a disabled schedule, click Enable in the Edit Schedule wizard.
- Select Save.
Overview
Setting up Distinct P6 Environments for Primavera Gateway
Migrating P6 Master Data
Migrating P6 Project Data
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