Determining the Level of Synchronization Required
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 Windows client development.
The degree of development experience required to use Form Sync depends on the level of customization in a forms database. Before you use Form Sync 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.
Basic Customizations
If customized versions contain only those changes allowed to users with Basic editing permission, Form Sync automatically handles all customizations. Experience with form development in Windows client is not required.
By default, Form Sync keeps basic 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 Windows client. You should also be familiar with your site's development plan and policies.