Quick Connect Sync Engine 5.5 - Administrator Guide

Managing synchronization workflows

In this section:

• Creating a synchronization workflow
• Running a synchronization workflow
• Renaming a synchronization workflow
• Deleting a synchronization workflow

Creating a synchronization workflow

To create a synchronization workflow

1. In the Quick Connect Administration Console, open the Workflows tab.
2. Click Add workflow.
3. Use the Synchronization workflow name text box to type a name for the workflow being created.
4. Click OK.

   The new workflow appears on the Workflows tab.

   After you have created a workflow, you need to populate it with one or more synchronization steps. For more information, see Managing workflow steps.

Running a synchronization workflow

After you have created a synchronization workflow and populated it with one or more steps, you can run the workflow. Before running a workflow, you can select the workflow steps you want to run. A workflow can be run manually or automatically on a recurring schedule.

In this section:

• Running a workflow manually
• Running a workflow on a recurring schedule
• Disabling a workflow run schedule

Running a workflow manually

This method allows you to select specific steps in a 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 workflow manually

1. In the Quick Connect Administration Console, open the Workflows tab.
2. Click the name of the workflow you want to run.
3. Click Run now.
4. Select the check boxes next to the workflow steps you want to run.
5. If you want to automatically commit the changes made by the workflow run, select the Automatically commit changes check box. If you want to review the changes before committing them, leave this check box cleared.
6. Click one of the following to run the workflow:
   • Full Run. With this option, One Identity Quick Connect Sync Engine retrieves the data required to run the synchronization workflow from the connected data systems.
   • Quick Run. With this option, One Identity Quick Connect Sync Engine first tries to run the synchronization 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 workflow, then One Identity Quick Connect Sync Engine retrieves the required data from the connected data systems.