Difference between revisions of "ObjectSync"

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(Activating ObjectSync)
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* Establish a common [[Role|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between [[Instance|instances]].  Each instance should use the same [[Role|role]] and category.
 
* Establish a common [[Role|role]] for contacts and a category for companies that will be used to pass [[Custom Field|custom field]] data between [[Instance|instances]].  Each instance should use the same [[Role|role]] and category.
* Activate the '''Object Sync''' feature in each [[Instance|instance]] through the [[System_Security_Permissions#Miscellaneous_Feature_Permission|System Security Permissions]] page on the [[Global Settings]] page.
+
* Activate the '''Object Sync''' feature in each [[Instance|instance]] through the [[Classic Options]] page on the [[Global Settings]] page.
 
* The [[Instance|instance]] details for each copy must be added to the other [[Instance|instance's]] UTA.
 
* The [[Instance|instance]] details for each copy must be added to the other [[Instance|instance's]] UTA.
 
* An encryption key must be generated for each organisation that exchanges data.
 
* An encryption key must be generated for each organisation that exchanges data.

Revision as of 13:38, 18 July 2017

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 Classic Options page on 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.