General synchronization options

The Synchronization Options page of FormSync contains these general options:

Note: These general options apply to both the stand-alone FormSync utility and the form version of FormSync, unless otherwise noted. Options available for forms, the Mongoose Explorer, and global objects are described in the associated topics.
Option Description/Comments
Synchronization base level

(Labeled as Base level in the application version)

Specifies the level that FormSync is to use as the base level for synchronization operations.

Options include:

  • Vendor
  • Site
  • Group

FormSync processes only those forms and objects that have been created or customized at the specified level and below.

 For example, if you specify Site as the synchronization base level, FormSync first processes forms and objects created or customized at the Site level. FormSync then attempts to incorporate updates and changes made at the Site level into Group level forms and objects. FormSync makes no attempt, in this case, to update any forms or objects created or customized at the Vendor level.

Only process objects changed at the synchronization base level When selected, this option specifies that FormSync should only process those forms and objects that have actually been changed at the base level specified in the Synchronization base level field.
Delete only matching base level forms and objects When selected, this option specifies that FormSync is only to delete forms or other objects at the base level in the Source that have matching names in the Target. Forms and objects in the Target configuration that do not have corresponding items in the Source configuration are to be left alone.

This allows for forms and objects created by business partners or other developers at the base level (as specified in the Synchronization base level field) to be preserved during synchronization.

Process scripts as single objects When selected, this option specifies that FormSync is to treat all scripts as single objects during synchronization.

This is required for Visual Basic scripts that include multiple namespace directives and all scripts created in C#, because FormSync is unable to correctly parse these types of scripts.

Compare method and script arguments by name

(In the form version only)

(Form version only) When selected, this option specifies that FormSync is to compare all calls to IDO methods and global scripts by name, as opposed to comparing them only by signature (which is the default).
Utilities

(In the form version only)

When clicked, this button launches the Utilities window.

In the application version, this option is on the Tools menu of the main page.

See About FormSync utilities.

Restore Defaults

(Labeled as Initial settings in the application version)

When clicked, this button restores all values on the FormSync form to their system default values.
Configurations

(In the form version only)

When clicked, opens the Configurations page of the FormSync form. This allows you to change the Source configuration, the Target configuration, or both.

See FormSync, Configurations.

View Log

(In the form version only)

When clicked, this button opens the FormSync Log.
Log detail

(In the application version, this option is on the main page.)

This field specifies the level of detail that the FormSync Log is to record during synchronization.
Synchronize button

(In the application version, this button is on the main page.)

When clicked, this button starts the synchronization process.
Export button

(In the application version only)

This option is similar to the Save button option, in that it allows you to save all your synchronization options, so that you can reload them later, without having to reset everything. The difference is that this option saves your options to an XML file, which you can use to load the options on a different system.

When clicked, this button launches the Select output file dialog box, in which you can specify the filename and location.

Import button

(In the application version only)

This option is similar to the Load button option, in that it allows you to load a previously saved set of synchronization options, so that you do not have to set everything. The difference here is that this option loads the options from an XML file that might have been saved on a different system.

When clicked, this button launches the Select output file dialog box, from which you can locate and select the XML file to load.

Saved settings

(In the application version only)

This drop-down list displays a list of any sets of synchronization options you have saved. It also includes a Default entry, which you can reset to your own choice of options.

You can create a new set of saved options by typing a name for it into this field, and then clicking Save.

Load button

(In the application version only)

This button loads a saved set of synchronization options into FormSync. To load the set of options, you must first select the set to load from the Saved settings drop-down list.
Save button

(In the application version only)

This button saves all currently selected options in FormSync, using the name in the Saved settings field. Make sure you designate the name for your set of options before clicking this button.
Delete button

(In the application version only)

This button deletes a selected set of synchronization options from the list of saved sets of options. The name displayed in the Saved settings field is the set of options that is deleted.
Note: You cannot delete the set of options denoted as Default.