Performing Mobile Synchronizations

  1. On the mobile device, open the Mobile Synchronization form.
  2. Select the profile to use for the synchronization.
  3. Select the type of synchronization you want to perform:
    • Main Sync: This is the primary synchronization used to upload any changes from the mobile device to the back office, and to download any updates from the back office that meet the filter criteria for the mobile user. This type of synchronization is incremental. Instead of processing everything, only data that has been changed by the mobile user is uploaded. Only data changed in the back office since the last synchronization is downloaded. This process greatly reduces the time it takes to complete a synchronization.
    • Clear Sync: Removes all non-system local data. This type of synchronization should only be used to correct issues or refresh a mobile device.
    • Forms and Objects Sync: Downloads forms and objects associated with the selected profile. After this initial setup of the mobile device is complete, this synchronization only needs to be run if forms change in the back office.
    • Schema Sync: Drops and recreates the mobile database with the latest schema. This synchronization forces an upload to be performed first and will not drop the database if it is currently up-to-date. After this initial setup of the mobile device is complete, this synchronization only needs to be run if schema changes in the back office. This includes adding new UETs.
    • Configuration Sync: Forces the system to bring down the latest config file from the utility server and opens the Database Configuration Utility on the next launch.
  4. The Progress tab shows the progress of the synchronization. In the Message Detail field, select the level of information you want to see during the synchronization.
  5. If the selected profile allows filter overrides, specify additional filters on the Filter tab.
  6. Click Process to run the synchronization. If an error occurs, the Mobile Conflict Resolution form is launched.

    The Record Count tab lists the number of records in each table on the local database.

    The Device Settings tab lists the device ID, user name, and device token.

Note: Synchronizations are asynchronous. You can continue to navigate the system during a synchronization, but cannot change any data.
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