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 Prime application deployment called Prime Deployment. Let's also assume that you want to create a business flow called Export Project Data from P6 to Oracle Primavera Prime that exports project data from the P6 EPPM database into the Oracle Primavera Prime database.
Notes:
- While this example shows how to export project data, these steps can also be used when importing master or project data or exporting 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 and running.
- A P6 EPPM deployment is installed and configured.
- A P6 Adapter is running and pointing to the P6 EPPM database.
- A P6 Provider has been developed and installed.
- An Oracle Primavera Prime application deployment is installed and configured.
- A Prime Provider has been installed.
Add a P6 Deployment Connection
- After you log into Primavera Gateway, select Configuration.
- Select Add.
- In the Add Deployment wizard:
- Select P6 in the Select Application Provider list.
- Enter P6 Deployment in the Deployment Name field.
- Enter A P6 deployment for synchronizing project data. in the Description field.
- Select Next.
- 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. The P6 Adapter uses this login information to connect Primavera Gateway to the P6 EPPM database.
- Endpoint: http://myhost.us.example.com:7020/p6adapter/services/SyncServiceV1
Primavera Gateway will use the endpoint URL to connect to the P6 deployment. The endpoint needs to point to a P6 Adapter deployment. The endpoint URL should be structured like the following: <protocol>://<domain name>:<port number>/p6adapter/services/SyncServiceV1.
- 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.
- Select Test Connection to test the endpoint URL. Fix the URL if the connection test fails.
- Select Save.
Add an Oracle Primavera Prime Deployment Connection
- Select Add.
- In the Add Deployment wizard:
- Select Prime in the Select Application Provider list.
- Enter Prime Deployment in the Deployment Name field.
- Enter A Prime deployment for synchronizing project data. in the Description field.
- Select Next.
- Enter the following deployment parameters values:
- Select Test Connection to ensure Primavera Gateway can connect to the Prime provider.
- Select Save when finished.
Define a Business Flow
- Select Flow Type and choose Export Project Data.
- Select Business Flows.
- Select Add.
- In the Add Business Flow wizard:
- Select P6 from the Source list.
- Select Prime from the Destination list.
- (Optional) Select Compare Flag if enabled, to compare source and destination data.
- Note:
- Enter Export Project Data from P6 to Oracle Primavera Prime in the Business Flow Name field.
- Enter A business flow to export project data from P6 Deployment into Prime Deployment. in the Description field.
- Select Next.
- In the Gateway Object Name column, select Project.
- In the Field Mapping Name column, select Create Projects from P6 to Prime.
- In the Applied For column, select Both.
- Select Next.
- 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
- Select Next.
- Enter the following information for the destination application parameters:
- Workspace Location: Imported Projects
Attribute: Required
- Select Save.
Setting up Primavera Gateway
Frequent Tasks in Primavera Gateway
Viewing Business Object Fields
Viewing Field Mappings
Viewing Available Business Objects