To create a synchronization workflow
- In the Synchronization Service Administration Console, open the Sync Workflows tab.
- Click Add sync workflow.
- Use the Sync workflow name text box to type a name for the sync workflow being created.
- Click OK.
The new workflow appears on the Sync Workflows tab.
After you have created a sync workflow, you need to populate it with one or more synchronization steps. For more information, see Managing sync workflow steps.
After you have created a sync workflow and populated it with one or more steps, you can run the sync workflow. Before running a sync workflow, you can select the workflow steps you want to run. A sync workflow can be run manually or automatically on a recurring schedule.
In this section:
This method allows you to select specific steps in a sync workflow and run them. You can also specify how you want to commit the changes to the target data system: automatically or manually. With the manual method you can review a list of changes before committing them to decide whether or not you want these changes in the target system.
To run a sync workflow manually
- In the Synchronization Service Administration Console, open the Sync Workflows tab.
- Click the name of the sync workflow you want to run.
- Click Run now.
- Select the check boxes next to the sync workflow steps you want to run.
- If you want to automatically commit the changes made by the sync workflow run, select the Automatically commit changes check box. If you want to review the changes before committing them, leave this check box cleared.
- Click one of the following to run the sync workflow:
- Full Run. With this option, Synchronization Service retrieves the data required to run the sync workflow from the connected data systems.
- Quick Run. With this option, Synchronization Service first tries to run the sync workflow by using the data that is available in the local cache. If the local cache is missing or cannot be used to run the sync workflow, then Synchronization Service retrieves the required data from the connected data systems.
This method allows you to create a recurring schedule to automatically run specific steps in a sync workflow.
When scheduling a sync workflow, you can choose the workflow steps to run, specify how frequently you want to run the steps, and set the date and time when you want the run schedule to come into effect. If you have two or more Synchronization Service instances installed in your environment, you can also select a Synchronization Service instance to be used for running the sync workflow.
A scheduled sync workflow automatically commits changes to the target data system.
To run a sync workflow on a recurring schedule
- In the Synchronization Service Administration Console, open the Sync Workflows tab.
- Click Schedule below the name of the sync workflow you want to run on a recurring schedule.
- In the dialog box that opens, select the Schedule the task to run check box, and then specify a schedule.
- If there are several Synchronization Service instances deployed in your environment, under Run the task on, select the computer that hosts the Synchronization Service instance you want to use for running the sync workflow.
- Expand Sync Workflow Steps, and then select the check boxes next to the workflow steps you want to run on the schedule.
- Click OK to activate the schedule.
