Determining the level of customization required
Form synchronization is usually required when you apply a version upgrade or service pack. Unlike other steps in the upgrade process, synchronization might demand from the administrator a detailed understanding of Mongoose-based application development.
The degree of development experience required to use FormSync depends on the level of customization in a forms database. So, before you use FormSync you must determine the level of customization that exists in your system. In addition, if major customizations exist, you must know what they are used for and be prepared to respond to prompts during the synchronization process.
For instructions to create Source and Target configurations for synchronization, see your application's installation guide.
Basic customizations
If customized versions contain only those changes allowed to users with editing permission, FormSync automatically handles all customizations. Experience with form development is not required.
By default, FormSync keeps customizations without prompting you about whether to keep or remove each customization.
Major customizations
If customized versions contain changes other than basic customizations (that is, major customizations), you should be prepared to reply to prompts pertaining to specific attributes of forms and global objects. Interpreting prompts, testing results, and manually changing merged forms all require an understanding of form development in your application. You should also be familiar with your site's development plan and policies.