Active Roles 8.0.1 LTS - Synchronization Service Administration Guide

In this section:

• Creating a sync workflow
• Running a sync workflow
• Renaming a sync workflow
• Deleting a sync workflow

To create a synchronization workflow

1. In the Synchronization Service Administration Console, open the Sync Workflows tab.
2. Click Add sync workflow.
3. Use the Sync workflow name text box to type a name for the sync workflow being created.
4. 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:

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

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

1. In the Synchronization Service Administration Console, open the Sync Workflows tab.
2. Click the name of the sync workflow you want to run.
3. Click Run now.
4. Select the check boxes next to the sync workflow steps you want to run.
5. 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.
6. 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.