Overview
'Sync Process' in SyncNow is a job that can run either on a scheduled timer or continuously (available in the enterprise edition) to synchronize data between two work systems.
Each sync process consists of the following components:
- A connector for one work system to be synchronized
- A connector for the other work system
- A mapping definition, which can be defined from a template, customized mapping, or inherited from a global definition
Sync Process and Mapping
SyncNow mapping is used to define the entity types and field mappings between the work systems. A sync process can be defined from:
- Local Mapping – Customized mapping specific to the process.
- From Template – Select from predefined Sync Templates.
- Inherited – Inherited from a global mapping definition.
SyncNow operators can save the template as a global one that can be used for other processes.
Definition
Every process has two connectors defined. Each connector has a unique short name and the following optional settings:
- Sub Project – Mandatory in some work systems.
- Board Name – Used in some work systems for sprint and board management.
Processes also have a name and short name for identification.
Process Inheritance
A process mapping can be inherited from global mappings. SyncNow allows adding local entity mapping pairs or field mapping pairs on top of an inherited mapping.
The "break inheritance" button enables the conversion of the mapping to a local one without inheritance.
Process Validation
Work systems can change as fields and entities can be removed or altered. SyncNow includes a validation process to ensure that the mapping is valid. The validation checks if the entities and fields exist.
Exporting and Sharing
The map defined for the process can be exported to a file and then imported to another sync process within the organization or in another SyncNow deployment.
Sync Templates
Sync Templates are sharable SyncNow mappings that can be signed, versioned, and verified for increased security. Sync Processes can be created from a template with a predefined solution that contains entities and field mappings.
Sync Templates do not contain entity filters, as entity filters are local to each Sync Process.