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Fast Tip Friday: New Feature Spotlight – Setting up Sync the Easy Way #SageACT

by bwhalen_sage on ‎09-21-2012 09:27 AM (1,105 Views)

When you need to keep a copy of local data on a second machine, such as a laptop, then you’ll typically want to set up synchronization. Previously, you had to configure several settings, using multiple wizards to get set up. In Sage ACT! 2013, you can use the Set Up Remote Synchronization Wizard to more easily set up sync. This week’s Fast Tip shows you how!

 

Using the Remote Synchronization Assistant

 

For deployments that may only need a single user setup for sync, the Remote Synchronization Assistant may be used. This wizard driven tool enables you to:

  • Enable sync on the Main computer/server.
  • Select an existing sync set to use for building a remote database.
  • Create a single remote database.
  • Configure the remote database to connect to a server hosting the Application, Network or Internet Sync service.

 

For this example, I’ll show you how to set up Application sync for your database.

 

1. Launch the wizard by clicking Tools > Synchronize Database > Set Up Remote Synchronization . . . Click Next to proceed.

 

 

2. Type the name for the remote database (.RDB) file, and select a location to save the file. Selecting a shared folder that is accessible on the network will make copying and restoring this file on your other machine easier.

 


 

3. Select the sync set from which to create the remote database. The wizard will display two or more sync sets: The “All users” sync set includes all data to which you have access, while the named sync set includes data for which you are the Record Manager. After selecting a sync set, click Next.

 

4. Next, select how the remote user will connect to the server to synchronize. You may choose from two options:

  • Remote computer has network access from the remote to this machine - Selecting this option, and clicking Next configures the connection settings within the remote database to use Network/Application sync settings, including the internal host name of the server, and default port number of 65100.


 

  • Remote computer does not have network access from the remote to this machine - Selecting this option, and clicking Next configures the connection settings within the remote database to use either Application/Network or Internet sync with a publicly accessible IP address (Application/Network Sync), or URL (Internet Sync).


 

5. If you selected Remote computer does not have network access from the remote to this machine, click Next to configure Application/Network Sync connection settings:

 

 

  • Enter the server fully qualified domain name or IP address. Typically, if using the IP address, you will enter the external IP address of your firewall.
  • Leave the default port of 65100 entered, or if you have customized this port assignment when setting up Network Sync, update it here.

 

On this page, click the “What is my public IP address” link to open a web browser and display your external IP address.

 

6. Click Next to review a summary of your configuration, and then click Next to create the remote database.

 

7. The final screen displays “Next steps” which include copying the remote database to the remote computer. If you have saved it to a shared directory that is accessible to the remote machine, you can browse to the shared directory from the remote machine, copy it and then double click it to restore the remote database. After reviewing Next Steps, click Finish to close the wizard.

 

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