Transferring Data Between Distinct Environments of an Application: Example

This example demonstrates how to synchronize data between two distinct environments of an application, review and monitor the data transfer. For more details, refer to the Migrating P6 Master Data Between Distinct Environments guide.

For the purposes of this example, let's assume that you have two P6 deployment instances:

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:

Move Data between Different Environments of an Application

  1. After you log into Primavera Gateway, select Synchronizations.
  2. Select Add.
  3. In the Add Synchronization wizard:
    1. Enter Synchronize Master Data from P6 Testing to P6 Production in the Synchronization Name field.
    2. Select Export Master Data from P6 to P6 from the Business Flow list.
    3. Select P6 Deployment from the Source list.
    4. Select P6 Deployment from the Destination list.
    5. Select Next.
    6. Review the parameters and select Next.
    7. Review the Synchronization Summary and select Save.
  4. Select the Synchronize Master Data from P6 Testing to P6 Production synchronization and select Run with Review.
    1. Select the Review link to review the synchronization between the source and destination P6 deployments in the Synchronization tab or the Monitoring tab.
    2. On the Review Summary, review the list of business objects included in the synchronization.
    3. Select a business object to review a list of fields associated with the business object.
    4. 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.

  1. Select Monitoring.
  2. For the synchronization job, select the Review link to review the synchronization between the source and destination P6 deployments.
  3. On the Review Summary, review the list of business objects included in the synchronization.
  4. 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.
  5. 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.

  1. Select Synchronizations.
  2. Select the Synchronize Master Data from P6 Testing to P6 Production synchronization and select Edit Schedule.
  3. 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.

    1. Select Weekly from the Frequency list.
    2. Select Tuesday from the list of weekdays.
    3. Enter 03/04/2015 15:00 in the Starts field.

      Time should be entered in a twenty-four hour format.

    4. 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.

    5. Select Save.

Related Topics

Primavera Gateway User Role

Transferring Data between Applications: Example

Moving Data between Applications

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