Importing EcoSys Configuration for P6 Connector - EcoSys - 1.0.01 - Help - Hexagon PPM

Integrating EcoSys with P6 Connector

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EcoSys
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EcoSys Version
1.0.01

When using Standard Products EC2.02 or earlier, follow the steps below to import the required EcoSys configuration to support the P6 Connector.

When using any EC2.03 or newer, this section can be skipped.

To import the EcoSys Configuration items that are required to support the P6 Connector, execute the following steps:

  1. Navigate to the same location that the installation media was downloaded from.

  2. In the directory for the major release of EcoSys Connect, navigate to the ‘Configuration ' subdirectory and download the zip file ‘EcoSys P6 Connector Configuration.zip.

  3. Unzip the file.

  4. In EcoSys, verify that spreadsheets are not published with the following API names. If they are , navigate to the associated spreadsheet and disable the API configured on the spreadsheet. The ecm file will import a newer version of this spreadsheet with additional columns needed for the P6 Connector.

    • BatchQueueCreate

    • BatchQueueLog

    • BatchQueueRead

    • BatchQueueUpdate

  5. In EcoSys, create the following items within the destination system manually:

    • Cost Object:

      ID

      Name

      Type

      Status

      EIM

      EcoSys Integration Manager

      Admin

      Open

    • Task Types:

      ID

      Name

      Task ID Uniqueness and Transaction Assignments

      Integration Manager

      Integration Manager

      The task's owner Cost Object

      P6 Activity

      P6 Activity

      The task's owner Cost Object

    • Versions:

      ID

      Name

      Version Type

      Applied to Subject Area

      P6 Forecast

      P6 Forecast

      Admin

      Working Forecast

      P6 Actuals

      P6 Actuals

      Admin

      Working Forecast

      Integration Manager

      Integration Manager

      Admin

      Working Forecast

      Contract- Changes Details

      Contract- Changes Details

      Changes

      Working Forecast

  6. Import the ‘EcoSys P6 Connector Configuration (P6CONN).ecm’ from the zip file using the option ‘Import into EcoSys using Create New / Update existing’.

    The EcoSys configuration must be successfully imported and must exists on the EcoSys server before importing the EcoSys Connect jobs. The import of EcoSys Connect jobs will fail, if the EcoSys APIs (Spreadsheets) are not available.

    • For older Standard Product releases, the following 4 Spreadsheets will be imported with the 3 fields (Estimate Project ID, Object - Project ID, Structure Type ID) that might not exist in the older releases and cause it to be unresolved. These fields can be removed from the below 4 spreadsheets and saved.

      • ITG P6 Project Import - Allow Creates

      • ITG P6 Project Import Audit

      • ITG P6 WBS Import

      • ITG P6 WBS Import Audit

    • For additional configuration changes, that could be made to Integrate the P6 Connector in to the Standard Products Configuration. For more information, see Additional Configuration Considerations for Standard Product.