Synchronization Profiles

It is possible to set, for each company, which data (both standard and custom tables) to synchronize.

 

Pressing New the system opens the synchronization profile card. In the lines, you decide which fields to synchronize between the current company and the remote company.

Field Description
Table No. choose the table to sync
Description enter a description
To Company click the name of the remote company with which you want to synchronize data
To Company Description  entered by the system automatically
Show Synch. Error the user is notified of any synchronization errors
Execute Insert/Modify/Delete Trigger if active (recommended), system triggers are also executed when records in the remote company are written
Active if true, the profile is active and functioning
 Records Synchronization

Defines when a record should be synchronized automatically or not.

  • Automatic: each change results in synchronization. The user is not required to take any action.
  • Setup / User Defined: only records that appear in "Manual Records Synchronized " will be synchronized:

    Depending on the option chosen between Setup / User Defined in the list different records will appear:
    Setup Defined    ->the administrator decides what to put in the list, by entering the list and adding records.
    User Defined    ->the user decides what to put in the record list. Example:: The user creates a new customer. The action to synchronize appears in the side factbox. A page opens that shows all the companies that can be synced, the user chooses, and pressing ok, that new customer is added to the list on the "Manual Records Synchronized" page.
Synch. Only with Prerequisites if active, when synchronizing a table that has a key linked to other tables, it will be checked if the table relationships are satisfied.
Asynchronous synchronization when active, the Job Queue will always be used to perform the synchronization (the job queue must be used when the configuration is of type "Local")  
Table Filter you can insert additional filters on the table entered on the Profile

Let's see the main fields on the Lines:

Field Description
Field No. progressive numbering for fields
Field Name / Caption name and description of the field to synchronize (can also be a custom field)
Synchronization

you can also choose, field by field, whether the synchronization should be done with validation or not:

  • Yes
  • Validation

if you choose "Validation", checks are made on the remote company for the field to be synchronized:

·         If the field has a table relation, the system checks it (e.g. if the field is in relation to the items, the system verifies that the item exists).

·         If the field matches code, it runs.

·         If there are events linked to the field, they are executed.

Once the checks are finished, the system may return any errors.

Validation Sort you can set a validation sequence (the first field is always the primary key). Through Manage->Move Up / Move Down we can change the order of the sequence
Remote Update options:

- Always: l'aggiornamento del campo viene eseguito sempre

- Only If Empty: the field is updated only if the target field is empty

- Only If Different: the field is updated only if the target field is different

- Only On Creation: upgrade is performed only when the field is created
Allow Remote Changes on the field you may or may not allow changes by the target company

Options are:

- Allow
- Deny Manual Changes
- Deny All
Data Transformation Exists The system automatically enable the option if transformations have been set.

 

Transformation

From Manage->Transformation you can transform data.

There is an item in the Source Company with a given unit of measure. We want to synchronize data with a remote Company that uses a different unit of measure for the same item. So let's specify a transformation: when the system encounters the given Unit of Measure = "Imballo (Package)" on the current Company, it will have to duplicate it in the remote company with "Pallet". 

However, the fields on the Transformation page can still be edited manually.

Field Description
Filtro tabella allows you to apply the transformation only for the specific filter applied
Valore fisso if enabled, the "From Value" field is no longer editable, and the system, REGARDLESS of what it finds in the source company, will consider the value in the "To Value" field.

A valore è una maschera to check when the caption we enter in the "To Value" field is different from the options proposed by the system (for example, if we want to introduce a prefix in front of the chosen value) 
Da valore value of the source Company
A valore value to be copied on the destination Company

For lines for which we have set up a transformation, the system automatically checks the option in the column "Data Transformations exist":

Other functions:

Synchronization Log

From  Synchronization Log it is possible to trace any synchronized table and error.

 

Profile Duplication / Copy Profile To

 

Function Description
Profile Duplication  allows you to duplicate a synchronization profile (giving it a different name) that you have already created so that you don't have to recreate particular and complicated setups
Copy Profile to copies the fields and setups that have already been entered for a profile to another existing profile

Force Complete Synchronization

The system completes background synchronization by running multiple records at a time so that it does not block the user while working.

Remote Table Limitations

For the table indicated in the General tab, you can limit the actions that each target company can take. The setup is set on the source company and will then be synchronized, and then replicated, to all other companies. 

 Remote Table Limitations tab:

Field Description
Insert Allowed options:
  Yes
  Only System changes (Only changes of system's automatic and batch jobs can occur in the remote company)
  Deny All
Modify Allowed options:
  Yes
  Custom (if selected the system will allow you to perform the individual actions allowed in the "Allow Remote Changes" column)
  Deny All
Delete Allowed options:
  Yes
 Only System changes  (Only changes of system's automatic and batch jobs can occur in the remote company)
  Deny All
Rename Allowed options:
  Yes
  Only System changes  (Only changes of system's automatic and batch jobs can occur in the remote company)
  Deny All

 


Note

Remote table restrictions are applied to the entire table ignoring any filters applied to the profile

 


Note

 

The app doesn't add any discriminant on the data it replicates: a customer record is replicated in the same way as any other table.

  •  If you replicate the "Customer" and the "Contact" you must manually include the "Contact Business Relation“ table.

  • Pay attention to “No. Series”: if you replicate a table with a “No. Series” for primary key, such as contacts, the destination companies must have a different “No. Series” pattern.

 

 

 

 

 

 

See also:

 

Introduction
Table Limitations
Master G/L Accounts
Synchronization Entries
Multicompany table matrix