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Live connectors
Timed pulls from P6 EPPM, an ERP, a server folder, SharePoint or Outlook that replace manual uploads.
Add a connector
- An administrator adds connectors and changes their settings; the PM runs, pauses and deletes them.
- Open Settings, then 'Live connectors: P6 and ERP pulls'.
- Pick the kind: Primavera P6 EPPM, ERP or job cost web service, Server folder, SharePoint doc control, or Outlook mailbox for daily logs.
- Fill in the address (https only) and the name of the server setting that holds the password or token. Press Save connector.
- Press Run now to test it. The run log shows who or what ran each pull.
Passwords and tokens are never stored in the platform. A connector only names a server setting starting BOARDKIT_CONN_ that holds the secret; your IT person sets it on the server, with the projects and the server it is for.
How pulls behave
- Each pull runs the same import as a file upload, so slips, missed dates and feed stamps work the same.
- Timers run only when the server has connectors switched on; otherwise use Run now.
- A failed pull leaves the data as it was and marks the feed FAILED. Pause or Resume a connector at any time.