Configure Data Sync

In the panel for Create Sync Configuration, the created Data Sync configurations are listed. Users can sync from any source system or external system for a new sync, and for delta sync.

Filter Options

You can configure various filters here. Set any filter as required and click the Search button. The following filter options are available.

• Filter by System
• Filter by Instance
• Filter by Database
• Filter by Process Type
• Filter by Status

Add a Data Sync Job

You can also create a Data Sync job from this panel. Click the Create Config button to add a data sync job. Click the refresh icon to manually update and refresh the page information.

The list of information displays in the following columns:

This tab displayed status of data sync - Full Sync, Incremental Sync and Recent Documents sync (for iManage system).

Filter Options

You can configure various filters here. Set any filter as required and click the Search button. The following filter options are available.

• Filter by System
• Filter by Instance
• Filter by Database
• Filter by Process Type
• Filter by Status

Full Sync vs Incremental Sync vs Recent Documents Sync

The Full Sync tab displays the completion status of the data sync job scheduled to run once.

The Incremental (Delta) Sync tab displays the completion status of the scheduled sync jobs.

The Recent Documents Sync tab displays the completion status of the scheduled Recent document sync jobs. It only checks for content changes to get recent documents periodically at configured intervals. It also allows to schedule Recent documents sync job for existing incremental sync which are active.

Click the refresh icon to manually update and refresh the page information.

The list of information displays in the following columns:

In this tab you can select the sync storage options. On successful validation, click Save.

In the Sync Configuration tab click Create Configuration.

It will pop-up a checklist to be verified before you submit the Initial Sync request. In case of any doubt, please contact CAM support.

CAM implemented a feature to support more than one full sync at a time in each region.

Three parallel stacks are deployed and one stack can be used by one tenant at a time to run full sync.

The status of each worker is tracked: READY or BUSY.

READY -> The worker/stack is available to be allocated for any new initial sync.

BUSY -> The worker/stack is unavailable and is at present in use to run initial sync.

CAM provides system specific settings to perform test run or skip events for better performance.

iManage

Test Sync Configuration

In Data Sync, a test run can be executed to test configurations of Data Sync.

To enable Test Configuration:

• Open Create New configuration, or edit Config.
• Select Yes on the Is Test Configuration option.
• Select the required selection strategy.
• Note these are workspaces for the containers.

Options are:

• First 5 container items: Choose the first 5 containers automatically
• Provide container item IDs: Select containers manually using the DMS id. E.g. worksite_test!3752 (database!id of workspace).

Note: When using Select cabinets manually, a maximum of 5 are allowed. The add button will stop adding after 5.

NetDocuments

NetDocuments keep tracks of change events that are referred to during the incremental sync process. Sometimes tools are being used to perform bulk operations on documents that may not participate in the content or metadata change. Such events can be ignored to optimize the syncing process.

You can skip these events generated by a specific user from the sync. Enter the below details:

• Skip Events By User(s) : Select Events and add user email address to exclude from the sync.

Office 365

If your organization has pre-provisioning OneDrive for many or each new user, by adding their email addresses you can exclude OneDrive data (Content + Metadata) of the individual from the sync process. Enter the below details:

• Enter list of user email address to Ignore OneDrive Sync For Users

Now when a new Data Sync is configured, a sample of the metadata mappings is provided to ensure the correct mappings before a sync is started.

To review metadata:

• Choose the system, repository and Databases/
• Set the relevant test config option.
• Check the content to be synched.
• Note a blue box appears under Select Databases.
• Review and acknowledge the metadata and db mapping is correct.
  • Click the hyperlink of the database name in the acknowledge message. This presents the mapping as it appears based on the metadata, mappings and system selected.

Warning: You cannot continue if you have not acknowledged mappings are correct.

In the Action menu of the Data Sync job, certain events can be skipped.

In NetDocuments, events can be ignored by name.

• Click Edit Skip Events.
• Select from the dropdown list the event-name or user-name and add. Multiple can be added.

The out of the box list of exclusions that can be selected for iManage, Office 365, or other systems.:

• Save Local
• Upload
• Document Checked Out
• Check In
• Open
• Email Link
• Change Access List
• Create
• ACL status frozen
• Change Profile Value
• ACL status thawed
• New Version
• Moved
• Email Copy
• Lock Version
• View
• Delete
• Print
• Purge
• Save
• Copied
• Delete Version
• Rollback Document
• Copy Secure Link

Ignore Events by Name:

• download
• save local
• open
• email link
• print
• email copy
• view
• copied
• copy secure link