--- title: "Data Flows" slug: "dataflows" updated: 2026-11-11T06:07:13Z published: 2026-11-11T06:07:13Z canonical: "help.12dsynergy.com/dataflows" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt > Use this file to discover all available pages before exploring further. # Data Flows Admin Content The 12d Synergy application sometimes needs to interact and exchange data with other external applications such as BIM 360, Projectwise, or with another instance of the 12d Synergy application. > [!NOTE] > You need to have a Data Flows license to be able to use Data Flows. > [!NOTE] > Data flows must be configured by you, the 12d Synergy System Administrator, or a User granted with suitable permissions, with a degree of caution and good judgment, whilst keeping the business protection in mind. Simply put, the data flow will read or write from/to anywhere it has been configured to point. This could include sensitive files and/or directories, if configured in such a way. You are ultimately responsible for ensuring data integrity and security. 12d Synergy takes no responsibility for poorly configured Data Flows. If you need further clarification or guidance, please reach out to our support team. > [!WARNING] > Data flows are not compatible with 12d Model files and folders. The Data Flows feature enables data exchange in either direction. A **Data Flow Type** must be configured for all applications that are communicating with 12d Synergy. A Data Flow Type includes the following two Data Flows. 1. **Ingress** – A data flow that is created to import data from an external source to a 12d Synergy folder. This folder in 12d Synergy is referred to as an Ingress folder. You cannot add or delete any files in the Ingress folder. 2. **Egress** – A data flow that is created to export data from a 12d Synergy folder to an external source. This folder in 12d Synergy is referred to as an Egress folder. You can configure only one Ingress data flow on a managed folder or a folder. However, the managed folder must be the top-level folder of the data flow structure. An Egress folder, on the other hand, can have multiple Egress data flows configured. This permits sharing data from 12d Synergy to multiple external applications. A single ingress and multiple egresses on the same folder are also permitted. You can also configure an egress on a managed folder. A data flow can be enabled or disabled at two levels. - Global level, using the 12d Synergy Administration application. - Local Folder level, using the 12d Synergy Client application. The data flow needs to be configured to allow for the differences between the following. 1. Naming in 12d Synergy and the external application 2. Pathing in 12d Synergy and the external application 3. How each system handles metadata and attributes Configuring data flows has two parts. 1. [Adding and configuring a Data Flow Type](/v1/docs/dataflows#11-how-to-add-and-configure-a-data-flow-type) from the 12d Synergy Administration application. 2. [Setting up either an Ingress or Egress for a Data Flow Type on a folder](/v1/docs/dataflows#12-how-to-set-up-an-egress-or-ingress) from the 12d Synergy Client application. ### 1.1. How to Add and Configure a Data Flow Type You must have a data flow license that corresponds to the system you are attempting to exchange data with. 1. You can add and configure any of the following Data Flow Types: - [Projectwise Data Flow Type](/v1/docs/projectwisedataflowtype) - [BIM360/ACC Data Flow Type](/v1/docs/bim360dataflowtype) - [12d Synergy Data Flow Type](/v1/docs/12dsynergyto12dsynergydataflowtype) - V6.2.1 feature [Trimble Data Flow Type](/v1/docs/trimble-data-flow-type#111-add-and-configure-a-projectwise-data-flow-type) - V6.2.1 feature [Leica ConX Data Flow Type](/v1/docs/conx-data-flow-type) > [!NOTE] > You can add multiple **Data Flow Types** for an external application if multiple companies use the same application for content management on their end. ### 1.2. How to Set up an Egress or Ingress After you add a data flow type in the 12d Synergy Administration application and configure its basic details, you have to create an Ingress or Egress data flow from the 12d Synergy Client application. > [!NOTE] > **How are deleted files handled in ingress and egress data flows?** > > If original copies of files are deleted in 12d Synergy, there will be no effect on the previously egressed files in the external application. However, only for the [12d Synergy egress data flow](/v1/docs/12dsynergyto12dsynergydataflowtype), you have the option of including the files deleted before the egress is run. > > When it comes to ingress data flows, if a file is deleted after an ingress, there is an option to ingress a deleted file in the subsequent ingress that is run. This setting can be made using the **Removed Source Action** list when [defining the ingress data flow](/v1/docs/dataflows#122-how-to-create-and-configure-an-ingress-data-flow). However, in both the above instances, the **View menu option > Show Deleted Items** check box has to be selected to view any deleted files. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/showdelfiles(1).png) #### 1.2.1. How to Create and Configure an Egress Data Flow Egressing a file means sharing a file from 12d Synergy to a third-party tool, such as Projectwise or BIM 360. - You can configure multiple egress data flows for a folder. - If the original copies of the egressed files are deleted in 12d Synergy, there will be no effect on the egressed files in the external application or drive. However, only for the [12d Synergy egress data flow](/v1/docs/12dsynergyto12dsynergydataflowtype), you have the option of including the files deleted before the egress is run. - Data flows are not compatible with 12d Model files and folders. 1. [Create a folder](/v1/docs/folderoperations#11-how-to-create-folders) and name it ***Egress*** or something similar. 2. [Edit the **Egress** folder](/v1/docs/folderoperations#12-how-to-edit-folders) and select the **Data Flows** tab in the **Edit a Folder: <*folder name*>**. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-1rb7rqrw.png) 3. Click the **Add** button. The **Add New Data Flow Configuration** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw2.png) 4. Select the required data flow type that you want to use for egressing files from the **Data Flow Type** list. The [data flow types configured in the 12d Synergy Administration application](/v1/docs/dataflows#11-how-to-add-and-configure-a-data-flow-type) are displayed as options in the **Data Flow Type** list. 5. Select the **Egress** option for **Direction**. 6. Do one of the following: - [**Profile**](/v1/docs/dataflows#15-profiles) – If you want to configure the data flow using a profile, select this option and select the required profile from the **Name** list. - **Custom** – If you want to configure all the details of the data flow explicitly, select this option and enter a name for the data flow you are creating in the **Name** box. 7. Enter a description of the Egress you are creating in the **Description** box. 8. Click the **Add** button. The created Egress is added to the left panel in the **Data Flows** tab. 9. Select the newly added Egress from the left panel. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw3.png) The **Config**, **Schedule** and **Logs** tabs are displayed on the right side of the **Data Flows** tab. By default, the data flow you are configuring is active as the **Active** check box is selected. 10. In the **Config** tab, do the following: 1. You can choose the user authorised to manually run this data flow by clicking the **Change User** button and selecting the required user. Ensure that the selected user has the necessary read permissions to run the egress. 2. In the **External path** box, specify the path to the folder on the external application to which you want to egress (send out) data. You can also add an expression that uses the attributes of any entity listed in the table below to dynamically create a folder for egressing files. > [!TIP] > The format of the Expression has to be - **{Entity.Entity Detail},** where the **Entity** and **Entity Details** are listed in the table below. > > An example of an Expression is **{User.FirstName}**. > > An example of an external path with an expression - {Folder.Name}\Project Files\{User.Name}. > [!NOTE] > - The **External path** box is the only mandatory field when configuring a data flow. All the other fields are optional. > - If you mention only the entity as an expression such as {Folder} or {Job}, then the folder's name or job's name is considered. > - If you mention only the entity as an expression, such as {User} or {Contact}, then the full name of the user or contact is considered. | Entity | Entity Details / Attributes | Description (What is added to the path) | | --- | --- | --- | | {Folder} | - CheckOut - CreatedDate - Name - ParentFolder (folder) - Job (job) - CreatedBy | A new folder named with the folder details listed in the ***Entity Details*** column of this table is created at the location mentioned in the **External path** box. | | {Job} | - ID - Parent (job) - Name - CreatedDate (date/time) - CreatedBy (contact) - Description | A new folder named with the job details listed in the ***Entity Details*** column of this table is created at the location mentioned in the **External path** box. | | {User} | - FirstName - LastName - Email - Name - Initials | A new folder named with the user details listed in the ***Entity Details*** column of this table is created at the location mentioned in the **External path** box. | | {Contact} | - FirstName - LastName - Email - Name - Initials | A new folder named with the contact details listed in the ***Entity Details*** column of this table is created at the location mentioned in the **External path** box. | While pointing to a location in an external application, ensure that no sensitive files or directories are involved in the configured data flow. You are ultimately responsible for ensuring data integrity and security. 12d Synergy takes no responsibility for poorly configured Data Flows. If you need further clarification or guidance, please reach out to our support team. > [!NOTE] > When mentioning the **External path** details while creating a [profile](/v1/docs/data-flows#15-profiles), use expressions to create folders so that the Ingress or Egress folders are created dynamically for separate jobs or folders. > [!NOTE] > Sample entries in the *External Path* box while Egressing files in Projectwise and BIM360 applications > > ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/projectwise_egress.png) > > > > ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/bim360egress.png) > [!NOTE] > V6.2.1 feature For some data flow types such as Trimble and Leica ConX, you have to log in to their application (Trimble or Leica ConX) while configuring the data flows. The login details are prompted when doing the following: > > - Configuring an egress or ingress data flow in the **12d Synergy Client** application > - Creating an ingress or egress [profile](/v1/docs/dataflows#15-profiles) for that data flow type in the **12d Synergy Administration** application However, in both cases, the **Login** details are displayed only after you enter the **External path** and **Save** the configuration once An image of creating an Egress data flow for Trimble is shown below. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/3e(3).png) Once the login is successful, the **Authenticated** status is displayed next to the **Log In** button. > > If you are a **12d Synergy version 5** user, you must be logged in to the **12d Synergy Client** application with administrative privileges when authenticating with Trimble or Leica ConX applications. 3. If you want to name the egressed files in any specific format, refer to the Job and Folder entities and their attributes in the table above and enter an expression for the file name in the **File name format (optional)** box. > [!NOTE] > - You can use only the Job and Folder entities (listed in the table above) along with their attributes to name a file. > - If you egress files, change the file name format and perform an egress again, then the files are duplicated with new names that match the new file name format. 4. If you want to save any external references in a sub folder, then select the **Save references to a sub folder** checkbox. When this check box is not selected, the external references are saved in the same folder as the egressed files. An external reference is a file that references data outside its folder. 5. In the **Attribute Mappings** tab, you can map the file attributes in 12d Synergy to the file attributes used in an external application such as Projectwise. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image(142).png) Do the following: - Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-hubdjtao.png) button to search and select the required 12d Synergy file attribute. The selected attribute is displayed in the **12d Synergy Attribute** column. - Double-click the corresponding cell in the **External Attribute** column and enter the name of the corresponding file attribute from the external application. In the image above, ***Approved By*** is a file attribute in 12d Synergy, and it is mapped to a similar file attribute named **Approver** in the external application. > [!NOTE] > When mapping attributes, please be aware of the limitations of your chosen external application, as not all systems can handle the same metadata types as 12d Synergy. > > Mapped attributes can have display names that are different from the actual attribute name. For example, an attribute called ***U_CAD_Type_SewerDrainage*** may have a display name of ***CAD Type Sewer Drainage*** in the user interface. Please contact your external CDE Administrator to get the actual attribute name for mapping, as using the display name will not work. - In the **Custom Values** tab, click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-oeysm6sz.png) button to add an attribute from the external application such as **Approver** and its default value in the corresponding cell of the **External Attribute Value** column. In the example below, **Rob Marker** is the approver. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/image-1698203849346.png) > [!NOTE] > Whenever the added attribute is mapped, the default value is overwritten by the newly mapped value. 11. In the **Schedule** tab, do the following: ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw6(2).png) The time the last egress data flow was run is displayed under the **Last run** label. 1. Enter the time interval, in minutes, after which the egress data flow has to be run in the **Frequency** box. You must enter a value greater than zero in this field. 2. Enter the number of days after which the egress log has to be cleared in the **Log autoclear duration** box. 12. In the **Logs** tab, you can configure the criteria for generating egress log files. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw4.png) - Select the start and end dates of the period for which you want to generate the logs from the **Start** and **End** list. - If you want the logs to include details of the errors encountered while egressing files, select the **Errors** check box. - If you want the logs to include the warnings encountered while egressing files, select the **Warnings** check box. - If you want the logs to include general details such as the beginning and completion of a data flow while egressing files, select the **General** check box. - If you want the logs to include the debugging details while egressing files, select the **Debug** check box. - Click the [**Export**](/v1/docs/dataflows#16-how-to-export-data-flow-logs) button to create a log file for a selected period and export it to a location in the 12d Synergy Client application. - Click the **Delete Logs** button to delete the logs created only for this data flow. - Click the **Truncate Logs** button to permanently delete the logs created for all the data flows. - Click the **Show** button to generate the log based on the configuration. The details are displayed in the table. - If you double-click any log entry in the table to see all details of the log entry in the ** Log Line View** window. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/loglineview.jpg) - You can delete a data flow by simply selecting it from the left panel of the **Data Flows** tab and clicking the **Remove** button. 13. Click the **Save** button. The Egress data flow is configured. #### 1.2.2. How to Create and Configure an Ingress Data Flow Ingressing a file means importing it from an external application, such as Projectwise, into 12d Synergy. - You can configure only one Ingress data flow on a managed folder or a folder. However, the managed folder must be the top-level folder of the data flow structure. - An Ingress folder is read-only. Files in an ingress folder or its subfolders cannot be edited. Subfolders can only be created if they are part of the data pulled in from the external system. - Data flows are not compatible with 12d Model files and folders. 1. [Create a folder](/v1/docs/folderoperations#11-how-to-create-folders) or a [managed folder](/v1/docs/managedfolders) and name it **Ingress** folder. 2. [Edit the **Ingress** folder](/v1/docs/folderoperations#12-how-to-edit-folders) and select the **Data Flows** tab in **Edit a Folder: <*folder name*>**. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-i2nr0suk.png) 3. Click the **Add** button. The **Add New Data Flow Configuration** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw2(1).png) 4. Select the required data flow that you want to use for egressing files from the **Data Flow Type** list. The [data flow types configured in the **12d Synergy Administration** application](/v1/docs/dataflows#11-how-to-add-and-configure-a-data-flow-type) are displayed as options in the **Data Flow Type** list. 5. Select the **Ingress** option for **Direction**. 6. Do one of the following: - [**Profile**](/v1/docs/dataflows#15-profiles) – If you want to configure the data flow using a profile, select this option and select the required profile from the **Name** list. - **Custom** – If you want to configure all the details of the data flow explicitly, select this option and enter a name for the data flow you are creating in the **Name** box. 7. Enter a description of the data flow you are creating in the **Description** box. 8. Click the **Add** button. The created data flow is added to the left panel in the **Data Flows** tab. 9. Select the newly added data flow from the left panel. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw5.png) The **Config**, **Schedule** and **Logs** tabs are displayed on the right side of the **Data Flows** tab. By default, the data flow you are configuring is active as the **Active** check box is selected. 10. In the **Config** tab, do the following: 1. You can choose the user authorised to manually run this data flow by clicking the **Change User** button and selecting the required user. Ensure that the selected user has the necessary read permissions to run the ingress. 2. In the **External path** box, specify the path to the folder on the external application from which you want to ingress (receive) data. You can also create expressions using the attributes of any entity mentioned in the table below to dynamically locate the appropriate folder in 12d Synergy for ingressing the files. > [!TIP] > The format of the Expression has to be - **{Entity.Entity Detail},** where the **Entity** and **Entity Details** are listed in the table below. > > An example of an Expression is **{User.FirstName}**. > > An example of an external path with an expression - {Folder.Name}\Project Files\{User.Name}. > [!NOTE] > - The **External path** box is the only mandatory field when configuring a data flow. All the other fields are optional. > > - If you mention only the entity as an expression such as {Folder} or {Job}, then the folder's name or job's name is considered. > - If you mention only the entity as an expression, such as {User} or {Contact}, then the full name of the user or contact is considered. | Entity | Entity Details | Description (What is added to the path) | | --- | --- | --- | | {Folder} | - CheckOut - CreatedDate - Name - ParentFolder (folder) - Job (job)CreatedBy | A new folder, named with the folder details listed in ***Entity Details*** column of this table, is created at the location mentioned in the **External path** box. | | {Job} | - ID - Parent (job) - Name - CreatedDate (date/time) - CreatedBy (contact) - Description | A new folder, named with the job details listed in the ***Entity Details*** column of this table, is created at the location mentioned in the **External path** box. | | {User} | - FirstName - LastName - Email - Name - Initials | A new folder, named with the user details listed in the ***Entity Details*** column of this table, is created at the location mentioned in the **External path** box. | | {Contact} | - FirstName - LastName - Email - Name - Initials | A new folder, named with the contact details listed in the ***Entity Details*** column of this table, is created at the location mentioned in the **External path** box. | > While pointing to a location in an external application, ensure that there are no sensitive files or directories involved in the configured data flow. You are ultimately responsible for ensuring data integrity and security. 12d Synergy takes no responsibility for poorly configured Data Flows. If you need further clarification or guidance, please reach out to our support team. > [!NOTE] > **Sample entries in the *External Path* box while Ingressing files in Projectwise and BIM360 applications** > > ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/projectwise_ingress(2).png) > > > > > > ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/bim360ingress(1).png) > [!NOTE] > V6.2.1 feature For some data flow types such as Trimble and ConX, you have to log in to their application (Trimble or ConX) while configuring the data flows. The login details are prompted when doing the following: > > - Configuring an egress or ingress data flow in the **12d Synergy Client** application > - Creating an ingress or egress [profile](/v1/docs/dataflows#15-profiles) for that data flow type in the **12d Synergy Administration** application However, in both cases, the **Login** details are displayed only after you enter the **External path** and **Save** the configuration once. An image of creating an Ingress data flow for Trimble is shown below. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/2(3).png) Once the login is successful, **Authenticated** status is displayed beside the **Log In** button. 3. If you want to name the ingressed files in any specific format, refer to the Job and Folder entities and their attributes in the table above and enter an expression for the file name in the **File name format (optional)** box. - You can use only the Job and Folder entities (listed in the table above) along with their attributes for naming a file. - If you ingress files, change the file name format and perform an ingress again, then the files are duplicated but with new names that now match the new file name format. 4. When you ingress data into 12d Synergy, all the files that are ingressed are displayed in the **Files** tab of the Ingress Folder dashboard view. Consider a case where, after you ingress a file from an external source, which after ingressing is deleted in the external source. When the ingress is run the next time, the deleted file can be shown as a deleted file in 12d Synergy, or it can be simply ignored and remain as a file in the Ingress folder. This setting can be made using the **Removed Source Action** list. - Select the **Ignore** option to let the file be as it was in the Ingress folder before its deletion in the external drive. - Select the **Mark As Deleted** option to mark the file as deleted in the **State** column of the **Folder dashboard** view. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-0d5zvxdu(1).png) To view the deleted files, ensure that the **12d Synergy Client** application **> View** menu option **> Show Deleted Items** option is selected. A tick mark is displayed against the option when it is selected. Only if this option is selected and the **Mark As Deleted** option is selected in the **Removed Source Action** list of the **Edit a Folder: <*folder name*>**, you will be able to view the **Deleted** status in the **State** column of the Folder dashboard view. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-6qfx6dpz.png) 5. In the **Attribute Mappings** tab, you can map the file attributes in 12d Synergy to the file attributes used in an external application such as Projectwise. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-jd45mc3p.png) Do the following: - Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-auu26k4h.png) button to search and select the required 12d Synergy file attribute. The selected attribute is displayed in the **12d Synergy Attribute** column. - Double-click the corresponding cell in the **External Attribute** column and enter the name of the corresponding file attribute from the external application. In the image above, ***Approved By*** is a file attribute in 12d Synergy, and it is mapped to a similar file attribute named **Approver** in the external application. > [!NOTE] > When mapping attributes, please be aware of the limitations of your chosen external application, as not all systems can handle the same metadata types as 12d Synergy. Mapped attributes can have display names that are different from the actual attribute name. For example, an attribute called ***U_CAD_Type_SewerDrainage*** may have a display name of ***CAD Type Sewer Drainage*** in the user interface. Please contact your external CDE Administrator to get the actual attribute name for mapping, as using the display name will not work. 11. In the **Schedule** tab, do the following: ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw6.png) The time at which the last ingress data flow was run is displayed against the **Last run** label. 1. Enter the time interval, in minutes, after which the ingress data flow has to be run in the **Frequency** box. You must enter a value greater than zero in this field. 2. Enter the number of days after which the ingress log has to be cleared in the **Log autoclear duration** box. 12. In the **Logs** tab, you can configure the criteria for generating ingress log files. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw6(1).png) - Select the start and end dates of the period for which you want to generate the logs from the **Start** and **End** list. - If you want the logs to include details of the errors encountered while ingressing files, select the **Errors** check box. - If you want the logs to include the warnings encountered while egressing files, select the **Warnings** check box. - If you want the logs to include general details such as the beginning and completion of a data flow while ingressing files, select the **General** check box. - If you want the logs to include the debugging details while ingressing files, select the **Debug** checkbox. - Click the [**Export**](/v1/docs/dataflows#16-how-to-export-data-flow-logs) button to create a log file for a selected period and export it to a location in the 12d Synergy Client application. - Click the **Delete Logs** button to delete the logs created only for this data flow. - Click the **Truncate Logs** button to permanently delete the logs created for all the data flows. - Click the **Show** button to generate the log file based on the configuration. - If you double-click any log entry in the table, you will see all details of the log entry in the ** Log Line View** window. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/ingloglineview.jpg) - You can delete a dataflow by simply selecting it from the left panel of the **Data Flows** tab and clicking the **Remove** button. 13. Click the **Save** button. The Ingress data flow is configured. ### 1.3. How to Disable a Data Flow Type #### 1.3.1. Globally using the 12d Synergy Administration application 1. In the **12d Synergy Administration** application, select the **Data Flows** **> Data Flows** tab. All the added data flows are displayed in the left panel. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw1(1).png) 2. Select the data flow type you want to disable from the left panel and click the **Disable** button under the left panel. The following confirmation message is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/disableconf.png) 3. Click the **Yes** button. All the data flows created for the selected type across all your jobs in 12d Synergy are disabled. #### 1.3.2. Locally using the 12d Synergy Client application 1. In the **12d Synergy Client** application, access the folder for which you want to disable a data flow type. 2. Right-click the folder and select the **Edit Folder** option. The **Edit a folder: <*Egress folder name*>** window is displayed. 3. Select the **Data Flows** tab. 4. Select the data flow type you want to disable from the left panel of the **Data Flows** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw7.png) 5. Clear or deselect the **Active** check box in the **Config** tab. 6. Click the **Save** button. All the data flows created on the folder for the selected external application are disabled. ### 1.4. How to Update a .dll File for a Data Flow When you receive a new .dll file from us for an external application you are already connected to, you will need to update the existing one. We recommend performing this procedure after business hours, as it requires a restart of the 12d Synergy Server. 1. Save the new .dll file in a local location. 2. In the **12d Synergy Administration** application, select the **Data Flows > Data Flows** tab. 3. Select the data flow for which the .dll needs an update. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/update1.png) 4. Click the **Update** button. The **Update task library** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/update2.png) 5. Click the ellipsis ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-legc077f.png) button against the **Path** box. 6. Browse and select the new ***.dll*** file from the local location and click the **Upload** button. The new ***.dll*** file is uploaded and the following confirmation message is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/update3.png) 7. Click **Ok.** 8. To restart the 12d Synergy Server, click the **Restart** button in the **12d Synergy Administration** application > **General** tab > **Maintenance** tab > **Restart** tab. Once the restart is done, the new ***.dll*** will take effect. > [!NOTE] > It is recommended that this procedure be performed after business hours, as it requires restarting the 12d Synergy Server. ### 1.5. Profiles A profile is like a template for defining a data flow. When you configure and create a data flow that has to be replicated for different folders in the same job or in different jobs, then instead of entering all the configuration details multiple times, you can just create a profile and use that profile whenever you are creating a data flow. However, some details still have to be configured when creating the data flow. #### 1.5.1. How to Create and Configure a Profile In this procedure, we have demonstrated creating an ingress profile. The procedure for creating an egress profile is very similar to this one. The only difference is in steps 3 and 7, where you have to select **Egress Profiles** tab. 1. In the **12d Synergy Administration** application, select the **Data Flows** **> Data Flows** tab. The added data flow types are displayed in the left panel. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw1(2).png) 2. Select the data flow type for which you want to create a profile from the left panel and click the **Profiles** tab. The **Ingress Profiles** and **Egress Profiles** tabs are displayed. Let us create an Ingress profile in this procedure. 3. Click the **Ingress Profiles** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw8.png) 4. Click the ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-hv9i14du.png) button to create an ingress profile. The **Create Data Flow Profile** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-589gvsxb.png) 5. Enter a name and description for the data flow profile in the **Name** and **Description** boxes. 6. Click the **OK** button. The profile is created and is displayed in the left panel of the **Ingress Profiles** tab. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw9.png) 7. Select the newly created profile from the left panel of the **Ingress Profiles** tab. The **Config** and **Schedule** tabs are displayed in the right panel of the **Ingress Profiles** tab. 8. Configure the fields displayed in the **Config** tab. (Please refer to step 10 of [**section 1.2.2**](/v1/docs/dataflows#122-how-to-create-and-configure-an-ingress-data-flow).) > [!NOTE] > While mentioning the **External path** details for a profile, ensure you use the expressions to create folders so that the Ingress or Egress folders are created dynamically for separate jobs or folders. > [!NOTE] > V6.2.1 feature For some data flow types such as Trimble and ConX, you have to log in to their application (Trimble or ConX) while configuring the data flows. The login details are prompted when doing the following: > > - Configuring an egress or ingress data flow in the **12d Synergy Client** application > - Creating an ingress or egress [profile](/v1/docs/dataflows#15-profiles) for that data flow type in the **12d Synergy Administration** application. However, in both cases, the **Login** details are displayed only after you enter the **External path** and **Save** the configuration once An image of creating an Ingress profile for Trimble is shown below. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/4p(1).png) 9. Configure the fields displayed **Schedule** tab. (Please refer to step 11 of [**section 1.2.2**](/v1/docs/dataflows#122-how-to-create-and-configure-an-ingress-data-flow).) > [!NOTE] > Note that while creating profiles, there are only some fields to configure when compared to the fields that are displayed while configuring a data flow in the 12d Synergy Client application. 10. Click the **Save** button. The ingress profile is now created. - You can create multiple ingress or egress profiles for a data flow. - A profile created for one data flow type is applicable only to that data flow type. This means that if you create a profile for a BIM360 data flow type, it will NOT be applicable to the Projectwise data flow type. - If you want to have ingress and egress profiles for a data flow type, you must create them explicitly for that data flow type. ### 1.6. How to Export Data Flow Logs 1. After generating a log in the **Edit a Folder** window **> Data Flows** tab **> Logs** tab for either an Egress or Ingress folder, click the **Export** button. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw10.png) The **Export Settings** window is displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-8v71b2gl.png) 2. Do one of the following: - Select the period for which you want to generate a log using the **Start** and **End** calendar lists. - Select the **All Time** check box to generate a log from the time that data flow was created. 3. In the **How would you like the file to be saved** list, select one of the following options: - **Single File** – to export the report as a one-off instance - **Daily** – to export a day-wise report for the set period - **Monthly** – to export a month-wise report for the set period - **Yearly** – to export a year-wise report for the set period 4. Click the **Export** button. The **Find a job** window is displayed. 5. Browse and select the required job and folder to which you want to export the log, enter a file name for the log and click the **Select** button. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-mkjkep5m.png) The data flow log is created and is saved at the selected location, and a confirmation message is displayed. ### 1.7. How to Manually Run a Data Flow While the 12d Synergy Administrator can schedule when a data flow runs, an end user can also manually run it from the **12d Synergy Client** application. To run a data flow, right-click the Ingress or Egress folder and select the **Data Flows > Run Ingress** option (or **Run Egress**, **Run All Egress** option). Based on the folder you select, and the number of data flows configured on it, the right-click options change. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/dataflows.doc-image-s67eeayb.png) ### 1.8. How to View a Summary of Dataflows > [!NOTE] > This feature is available in **12d Synergy version 5.1.7** or later. 1. In the **12d Synergy Administration** application, select the **Data Flows** tab **> Dashboard** tab. All the Ingress and Egress data flows that are created in your project (jobs) are displayed. You can view all the details of each data flow in the table. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/pw11.png) 2. You can do any of the following from this window. - Filter by the type of data flow by selecting the required option from the **Filter by Type** list and clicking the **Search** button. - Filter the data flows by the job in which they are created by entering the name of the required job in the **Job Filter** box. - Select the number of items you want to see on each page from the **Items per page** list. - Check the status of each data flow by seeing the **State** column. You can have only three states for a data flow. They are **OK**, **Errors** and **Running**. - Double-click a row or click the **View/Edit** link to view or/and edit the details of the data flow in the **Edit a Folder: ** window. (Refer to step 9 of [section 1.2.2](/v1/docs/dataflows#122-how-to-create-and-configure-an-ingress-data-flow).) - Click the **Run** link to run the data flows. The link is changed to **Abort** and you can click that link if you want to stop the data flow from running further. - Click the **Disable** link to disable the data flow. Once disabled, the link is then displayed as **Enable** and you can enable the data flow by clicking on the **Enable** link. - Click the **Export** button to export the data flows dashboard to a **.csv** file and save it in any chosen location in your jobs.