Creating a Primavera P6 Web Services DataSource

Use the Sources Manager Tree or the Project Configuration dialogue to Create or Edit a new Primavera P6 DataSource.

Configuring the P6 DataSource

To setup a Primavera P6 Web Services DataSource:

Enter the Server Address, using http or https for SSL connection. If needed Add the Port separated by a colon at the end of the address for instance: http://ServerNameOrAddress:Port

Augment the value of the timeout delay if the connection tends to time out, but it is recommended not to set it higher than a few minutes
Click the Connect button to connect to the Server

If the details you have entered are correct, the databases list will be populated with the available Database Instances on the Server.

warning
	The next configuration steps will only be accessible once the connection is established.

Select the Database to use, and enter the associated Login and Password
Click the Login button to login to the database

If the login information is correct you can now add DataViews to the DataSource.

Each DataView of a Primavera P6 DataSource can look at a different programme from any project for which you have read access.

warning
	Although you can Add, Delete and Edit DataViews without being authenticated, you will not be able to pick or change the Project, nor change the User Field and Activity Codes that the DataView looks at.

Configuring the P6 DataView(s)

To create a new DataView, from the DataSource Configuration dialogue click the New DataView button. Refer to the section Configuring a DataView for more ways to create and edit DataViews.

To configure a P6 DataView you need to specify the Project and the Activities Fields or properties to look at.

If the gird does not contain any DataView, simply create one with the New DataView button. Select the DataView in the grid and click Edit. Alternatively you can double click the DataView in the grid directly.

From the DataView Configuration Dialogue,

Click the Browse [...] button or double click the Project Name field to open the project selection assistant
In the Projects Dialogue, the root level of the Enterprise Project Structure (EPS) tree is loaded. Select an EPS node to trigger the loading of its children and browse to find the Project you are after. If you cannot find it, make sure it hasn't been filtered out by the Filters conditions
Filtering the projects tree will make the loading faster and help you find your Project on the server. By default the Filters are set to only return 'Active' or 'Planned' projects but you can define your own project filters.
Click the Select button or double click the Project in the list to validate your selection.

You can now see the Project Name, Id and Internal Id (Unique Id on the P6 Server).

Choosing Fields

From the tree of Available Fields double click the fields of interest. All the fields in the Selected Fields list will be displayed in the DataView.

warning
	If you want to use any of the User Fields or Activity Codes, you must select the field ObjectId from the General node

NOTE
	The list shows the Web Services name of the properties, most of them map to a different name when using the standard P6 user interface. Some fields visible using P6 user interface are not yet available on BimSens, if you have a specific request, let us know.

TIPS

On the P6 Database, Activities have 187 standard properties plus 2 customisable lists of User Defined Fields (UDF) and Activity Codes. The time to perform a query on the server will be directly proportional to the number of fields you select from the standard list, it can double if you select fields from the User Defined list or Activity Code (triple if you select from both lists). Only pick the fields you do need.