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    P6 Primavera Data Service (PDS)

    P6 Primavera Data Service (PDS)

    P6 Primavera Data Service (PDS)

    Last updated on

    January 31, 2024

    Configuration guide

    Setup Time: 60 seconds

    Requirements:

    • Active Primavera Data Service
    • Configuration details
      • P6 PDS username
      • P6 PDS password
      • Server URL

    1. Navigate to the Connect Apps

    Connect Apps then search for Primavera

    image

    ‍2. Select the Primavera Data Service Connector & Fill in your Primavera Data Service credentials and database

    Fill in your Configuration details

    1. Configuration name
      • Your configuration name is important. When choosing a name, be precise to ensure you know what data and from where you are accessing throughout Toric.

        • For example:

        “P6-EPPM-production-west”

    2. PDS username
    3. PDS password
    4. Server URL
    image

    Click on “Next” is the information entered is valid, a Validation Successful message will appear.

    Data Access

    Rather than accessing data via endpoints, the PDS connector will allow us to connect to any tables you have in PDS.

    Tables

    ACTVCODE

    ACTVTYPE

    CALENDAR

    PCATTYPE

    PCATVAL

    PROJECT

    PROJPCAT

    PROJWBS

    TASK

    TASKACTV

    TASKPRED

    USERS

    AUDITX

    PHASE

    Importing Your Data

    When creating a data import automation for this connector, you must first select the Channel:

    image

    The Table channel allows you to import a PDS table, and incrementally import any changes that occur. This channel is not meant to fully backup your entire data, but to provide a way to incrementally import updated data on a scheduled basis:

    image

    The Full Table Backup option is available if you’d like to fully import your entire PDS table. The following options are explained below:

    image

    Records per source

    Given the size of some PDS tables, it’s not feasible to create a single source that contains all of the data. So we can instead create multiple sources by splitting the table up, and this field determines the maximum number of rows per source.

    Start offset

    This allows a user to set a starting row value.

    Count

    You can set the total amount of rows to import. This can give you a level of granularity around fetching subsets of data, and is useful when counting rows.

    If you’re just starting out and simply want to import a Full Table Backup, we recommend simply setting Records per source at 50,000, and leaving the Start offset and Count blank.

    Questions?

    W‍e're very happy to help answer any questions you may have. Contact support here or send us an email at support@toric.com.