Synchronizing Your Data

Synchronizing Your Data

After building the Switch Sync Project, it is time to perform a switch sync. You can perform three different syncs

  • Sync Now – compares data from within the switch to data within the CAIRS database.
  • Sync from File – compares data you have within a file to data within the CAIRS database.
  • Resync from an existing report – compares the data generated in a report to data within the CAIRS database.

When you created your switch sync project, you chose a comparison type and determined how the sync deals with certain records. If you choose the ‘Compare all’ type, the sync compares all data from both databases. Once complete, CAIRS generates reports with the out-of-sync data for both the CAIRS database and the switch.

The alternate comparison type, ‘Ignore Not in Switch’ compares both databases but generates a report showing records that are in CAIRS but not in the switch.

After any of the syncs run, you will get four reports, each displaying a different group of data from your switch or from CAIRS:

  • In Sync – displays a list of the records found in both databases.
  • Out of Sync – displays a list of out of sync records, that are either not in the switch database or not in the CAIRS database.
  • Unable to Sync – displays a list of records CAIRS was unable to sync from either database.
  • Not In Switch – displays a list of the records that are in your CAIRS database that are not in your switch database.

Sync Now

This type of sync compares your existing CAIRS database to the switch database.

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Data Sync Center to expand the menu items.
  3. Click Switch Sync Project.
  4. The Switch Sync Project list opens to the right. Within the list, double click the name of the sync project.
  5. The General-Import screen opens. Within the Synchronize ribbon group, click the Sync Now
  6. The Scripts window opens displaying the list of switch scripts that commit the information to the switch.
  7. Click the plus sign (+) next to the script name to view a list of parameters and values that are required for the script to run successfully, complete all parameters (fields marked with an asterisk (*) are required).
  8. By clicking the appropriate button at the bottom of the pop-up you perform one of the following actions:
    • Run Unattended – click this button if you have scheduled the sync to occur in the future. This allows CAIRS to run the sync at the scheduled time. If there is no schedule in place, the sync runs immediately.
    • Cancel – click this button to cancel the sync and close the pop-up.
  1. As the Sync is progressing, you will see a small popup in the lower right hand corner of your main monitor. This box displays the progress of the sync, there are a few statuses you should pay close attention to:
    • Not Executed – this status means that the sync is in the process of executing, CAIRS is still trying to contact CES to start the process.
    • Script In Progress – this means that WOPR has connected to the switch and it is in the process of running the script to get sync your data
    • Script Failed – if the script failed it is no big deal, check all your parameters and try to run the sync again, if it continues to fail please contact our technical support team
    • Script Cancelled – you have requested that the sync be cancelled, once you submit the request to cancel the script/sync should be completed in 10 seconds
    • Sync in Progress – this is good! CAIRS is communicating with your switch and bringing back the information to compare to the CAIRS database. Don’t be alarmed this could take a while to complete.
    • Sync Failed – don’t panic! Check your parameters, script association and connections and try the sync again. If it fails again please contact our technical support team.
    • Sync Cancelled – you have requested that the sync be cancelled, once you submit the request to cancel the script/sync should be completed in 10 seconds
    • Setup Not Complete – there are a few more steps in the setup that not to be completed before the sync can run. Please check all your properties and make sure that they scripts are associated to the switch and try the sync again.
    • Waiting for Compare – the comparison process has not started yet, please make sure that the CES process has been enabled
    • Cancellation Requested – if you have requested to cancel the script or sync this status appears, it will be brief as the cancellation takes less than 10 seconds.
    • Completed – You are successful!! The sync ran properly and now you can view the Sync Results.
  1. Once the sync is complete, you can view the report by clicking the Sync Results button within the Report ribbon group.

Sync from a File

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Data Sync Center to expand the menu items.
  3. Click Switch Sync Project.
  4. The Switch Sync Project list opens to the right. Within the list, double click the name of the sync project.
  5. The General-Import screen opens. Within the Synchronize ribbon group, click the Sync From File
  6. The Open box opens allowing you to browse to and select the file to synchronize. Once you find the file, double click the file name.
  7. A message box opens verifying that you really want to continue with the sync. Please be aware the sync may take significant time to complete. Click Yes to continue or No to cancel the operation.
  8. As your sync progresses, you will see a small popup in the lower right hand of your main monitor. This box displays the progress of the sync,
  9. Once your sync is complete, you can view the report by clicking the Sync Results button within the Report ribbon group.

ReSync from an Existing Report

  1. Click the System Admin
  2. In the Navigation pane, click the plus sign (+) next to Data Sync Center to expand the menu items.
  3. Click Switch Sync Project.
  4. The Switch Sync Project list opens to the right. Within the list, double click the name of the sync project.
  5. The General-Import screen opens. Within the Synchronize ribbon group, click the Resync From Existing Report button
  6. A message box opens verifying that you really want to continue with the sync. Click Yes to continue or No to cancel the operation. Please be aware the sync may take significant time to complete.
  7. Once your sync is complete, you can view the report by clicking the Sync Results button within the Report ribbon group.