Before you use FormSync

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

  • Configure a file-comparison utility.
  • Back up your databases.
  • Verify that your database servers are configured properly.
  • Determine what level of customization synchronization you need to perform.
  • Install any third-party products or databases you want to synchronize.
  • (Optional) Scan any potentially problematic configurations for form, object, and other errors and inconsistencies. You can also fix any problems found before proceeding with synchronization.
  • (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 FormSync.

  • (Optional) If you are planning to use FormSync to synchronize and merge the results of custom development that you or or your organization are doing, we strongly recommend that you set up a special development environment for such work.