Moving Data between Applications

To move 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.

Before you can move data between applications, you first need to define business flows and configure connections for the applications in the data flow.

Note: Synchronize master data between applications before you synchronize project data. This will ensure that each deployment has the information necessary to synchronize project data.

To move data between applications:

  1. Select Synchronizations.
  2. Select Add.
  3. Follow the steps in the Add Synchronization wizard to name and configure the synchronization. Select Save when finished.

    Note: The business flow you select determines what type of data will be moved and in what direction. For example, if you select a business flow with an Import Project Data business flow type, this synchronization will move project data from the source application deployment into the destination application deployment.

  4. To move data between applications on demand, highlight the synchronization and select Run.
  5. To review the data that will be moved from the source application, highlight the synchronization and select Run with Review.
  6. To schedule the synchronization to run at a certain date and time, select the synchronization and select Edit Schedule.
  7. Enter information for the synchronization in the Edit Schedule dialog box and select Save when finished.
  8. To schedule an event-based synchronization, highlight the synchronization, and select Run on Event.
  9. To delete a synchronization, highlight the synchronization and select Delete. Select Yes in the Confirmation dialog box.

Tips

You can run an existing synchronization at any time by selecting a synchronization and selecting Run.

Related Topics

Primavera Gateway User Role

Transferring Data between Applications: Example

Transferring Data Between Distinct Environments of an Application: Example

Monitoring the Transfer of Data between Applications

Setting Up Event-triggered Synchronizations

Using the Sample Event Listener: Example



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Last Published Friday, March 27, 2015