Difference between revisions of "ObjectSync"

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* Test the process thoroughly with sample data before using the feature in a production setting.
 
* Test the process thoroughly with sample data before using the feature in a production setting.
  
[[Category:System Management]][[Category:Object Synchronization]]
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[[Category:System Management]][[Category:ObjectSync]]

Revision as of 15:08, 18 May 2010

Overview

ObjectSync provides for instant transfer of company, contact and related data between multiple copies.

The objects that can be passed are:

Activating ObjectSync

The following steps need to be followed in order to implement this feature.

  • Establish a common role for contacts and a category for companies that will be used to pass custom field data between instances. Each instance should use the same role and category.
  • Activate the Object Sync feature in each instance through the Global Settings page.
  • The instance details for each copy must be added to the other instance's UTA.
  • An encryption key must be generated for each organisation that exchanges data.
  • Securely pass the encryption key to the appropriate organisation.
  • Test the process thoroughly with sample data before using the feature in a production setting.