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    How to update Synchronization Account

    Please note: FluentPro Datamart is now based on EPM Pulse technology and therefore it shares some parts of user interface with FluentPro EPM Pulse. However, the product is currently in the process of rebranding and afterwards Datamart will be available as a standalone product with its own interface.

    For Project Online connections

    You can change the account if needed (e.g. user was removed\disabled, access rights were changed, etc.).  

    To refresh or change the account perform the following: 

    1) Navigate to your EPM Pulse, click the gear-like button in the top right corner of the screen and select Data Management option from the drop-down menu. 

    data_management

    2) Click the Manage button next to your data connection.

    data_management_1 (1)

    Please note: If you want to refresh Data Synchronization Account, you need to be logged in to your PWA using the account that is set as Data Sync Account in EPM Pulse. If you want to change Data Synchronization Account, you need to sign out from your PWA first.

    3) Press the Refresh button in the Project Web App details section. 

    data_sync_10

    4) If you are not logged in to your PWA, you will be asked to enter the credentials for the sync account.  Fill in all the necessary information to continue. 

    data_sync_11.1

    5) Press the Trust it button to confirm all the permissions. 

    trust_eprm_pulse

    If you want to refresh Data Synchronization Account and you are already logged in to your PWA, you will be taken directly to the “Do you trust EPM Pulse?” screen with a list of permissions requested by EPM Pulse On-Premises Edition app.  Press the Trust it button to confirm all the permissions.

    6) Press Verify button in the Project Web App details section to see if you have all the required permissions for EPM Pulse. 

    data_sync_13

    7)  After refreshing the permissions for your account or changing your account, click Save button. 

    data_management_3

    For Project Server 2013/2016 connections

    To refresh or change the account perform the following:

    1) Navigate to your EPM Pulse, click the gear-like button in the top right corner of the screen and select Data Management option from drop-down menu.

    data_management

    2) Click the Manage button next to your data connection. 

    data_management_1 (2)

    3) Press the Refresh button in the Project Web App details section. 

    refresh

    4) In the PWA Connection Data window provide a new SP Sync Account Login and Password or a new SQL Account Login and Password, or both, and then click Submit

    pwa_connection_data

    5) Press Verify button in the Project Web App details section to see if you have all the required permissions for EPM Pulse On-Premises Edition. 

    verify

    6) After refreshing the permissions for your account or changing your account, click Save button. 

    data_management_3

    Please note: Each time you set up an account, On-Premises Edition will be granted with access to PWA reporting for limited time period. If a user, whose account is designated as a sync account, visits the On-Premises Edition during limited time period, then sync account will be updated automatically, otherwise you will need to update it manually following the instructions above.

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