Running the Initial Synchronization

Once you have defined an AccuSync Configuration, the process for running a synchronization the first time varies based on whether you have upgraded from an existing AccuBridge™ or AccuSync product, or you have installed AccuSync for the first time. Refer to the following tables for the initial synchronization procedure applicable to your environment.

AccuSync Upgrades

If You Have Upgraded From	Go To
AccuBridge	Initial Synchronization After Upgrading from AccuBridge™
A previous AccuSync release (2011.1, for example)	Initial Synchronization After Upgrading from a Previous AccuSync™ Release

New AccuSync Installations

If You Have Installed AccuSync And	Go To
There are currently no records in either AccuWork or your ITS	Initial Synchronization After Installing AccuSync™ with New ITSs
There are existing records in either or both AccuWork and your ITS	Initial Synchronization After Installing AccuSync™ with Existing ITSs

Initial Synchronization After Upgrading from AccuBridge™

Follow this procedure for running the initial synchronization if you have upgraded from AccuBridge:

1.	Turn off the AccuBridge if it is still running. (It should have been turned off as part of the AccuSync installation process.) Refer to your AccuBridge documentation if you need help with this step.

2.	In AccuSync, make sure that the Skip Key Validation option is selected for any configuration you plan to run. See Advanced AccuSync™ Configuration Settings if you need help with this step.

3.	In AccuSync, set the Synchronization Type to one-way for each synchronization pattern you plan to run; set AccuWork as the master system. See Editing Synchronization Patterns if you need help with this step.

4.	Run the synchronization as described in Running an AccuSync™ Configuration and review the results.

5.	If the results are what you expect:

•	Stop the synchronization.

•	Change the Synchronization Type back to two-way.

•	Clear the Skip Key Validation option.

•	Back up the AccuSync configuration for safekeeping. See Backing Up and Restoring AccuSync Configurations for more information.

•	Start the synchronization again.

Initial Synchronization After Upgrading from a Previous AccuSync™ Release

Follow this procedure for running the initial synchronization if you have upgraded from a previous AccuSync release (AccuSync 2011.1, for example):

1.	If you backed up your existing AccuSync Configurations prior to installing the current AccuSync release, restore those configurations if you want to continue using them. See Backing Up and Restoring AccuSync Configurations if you need help with this step.

2.	In AccuSync, set the watermark or specify one or more mapping definition filters to limit the sample of issue records that AccuSync will synchronize initially. See Setting Watermarks and Creating a Mapping Definition Filter if you need help with this step.

3.	Run the synchronization as described in Running an AccuSync™ Configuration and review the results.

4.	If the results are what you expect:

•	Stop the synchronization.

•	Remove any watermarks or filters you created in Step 2.

•	Back up the AccuSync configuration for safekeeping. See Backing Up and Restoring AccuSync Configurations for more information.

•	Start the synchronization again.

Initial Synchronization After Installing AccuSync™ with New ITSs

Follow this procedure for running the initial synchronization if you have installed AccuSync for the first time and are using it with AccuWork and ITS systems that currently contain no issue records.

1.	Create one or more issues in both AccuWork and your ITS.

2.	In AccuSync, ensure that the Synchronization Type for each synchronization pattern in your configuration is set to two-way. See Editing Synchronization Patterns if you need help with this step.

3.	Run the synchronization as described in Running an AccuSync™ Configuration and review the results.

4.	If the results are what you expect, back up the AccuSync configuration for safekeeping. See Backing Up and Restoring AccuSync Configurations for more information.

Once the synchronization is running again, issue records will be synchronized as they are added to your ITSs.

Initial Synchronization After Installing AccuSync™ with Existing ITSs

Follow this procedure for running the initial synchronization if you have installed AccuSync for the first time and are using it with existing AccuWork and ITS systems, one or both of which contain issue records.

1.	In AccuSync, set the watermark or specify one or more mapping definition filters to limit the sample of issue records that AccuSync will synchronize initially. See Setting Watermarks and Creating a Mapping Definition Filter if you need help with this step.

2.	If only one system has issue records, set the Synchronization Type to one-way for each synchronization pattern you plan to run; set as the master system the system that currently contains records. See Editing Synchronization Patterns if you need help with this step.

3.	Run the synchronization as described in Running an AccuSync™ Configuration and review the results.

4.	If the results are what you expect:

•	Stop the synchronization.

•	Remove any watermarks or filters you created in Step 1.

•	If you set the Synchronization Type to one-way in Step 2, set it back to two-way.

•	Back up the AccuSync configuration for safekeeping. See Backing Up and Restoring AccuSync Configurations for more information.

•	Start the synchronization again.