Before You Use Form Sync

Before you use Form Sync, take these actions to prepare your system:

• Back up your databases.

  See Backing Up Databases.

• Verify that your database servers are configured properly.

  See Configuring Database Servers.

• Determine what level of customization synchronization you need to perform.

  See Determining the Level of Synchronization Required.

• Install any third-party products or databases you want to synchronize.

  See Synchronizing Third-Party Products.

• (Optional) Select the Source and Target configurations you want to use.

  This action is necessary only if the configurations you want to use were not selected when you first opened Form Sync.

  See About Source and Target Configuration Selection.