NextGen Synchronizer

Note: This topic is relevant for NextGen Synchronizer only. For details about the ALM Synchronizer, see ALM Synchronizer for Agile Manager or search using the ALM Synchronizer filter.

NextGen Synchronizer enables administrators to configure synchronization between ALM and Agile Manager directly in the Agile Manager configuration area.

Synchronizer checks ALM and Agile Manager for recent updates in the synchronized items, and updates the other endpoint accordingly. You can configure the direction in which changes are synchronized between the endpoints: from ALM to Agile Manager, from Agile Manager to ALM, or both ways.

For system requirements, see Integration Bridge system requirements.

Synchronization steps

Working with Synchronizer involves the following steps.

Step Description
Create Agile Manager and ALM favorites

Create favorites for Synchronizer to use when looking for new records in ALM or Agile Manager.

If no favorite is configured, all records are considered for synchronization.

You can perform this step before setting up Synchronizer, or come back and do it later.

Tip: We recommend creating integration favorites before your first synchronization. Run a simulation using your favorite to verify that synchronization works as you expect.

Adapt the data in your endpoints Make recommended modifications to your ALM project and Agile Manager workspace to ensure smooth synchronization.
Define an Integration Administrator user

Define an Integration Administrator user to manage the synchronization links.

Obtain API client details for the Integration Bridge

Add an Integration Bridge client on the Integrations > API configuration page.

Agile Manager generates a client ID and secret for the Integration Bridge to use when connecting to Agile Manager.

Install the Integration Bridge

The Integration Bridge connects between Agile Manager and ALM, and must be installed on a machine that has access to both systems.

When configuring the Integration Bridge connection to Agile Manager, enter the client ID and secret obtained in the previous step.

Create a synchronization link and then
View and edit link configuration

Use the wizard to help you define your connection data to ALM, the favorites used to filter data, and the directions in which the endpoints are updated.

Then, continue with mapping link fields and field values.

Run synchronizations

Run an integrity check to prevent errors during synchronization, and an optional simulation to understand details about the data that will be updated.

Run manual synchronizations or enable synchronizations to run automatically.

Review link summaries and error details

Review the status of your links and investigate any errors that may have occurred during synchronization.

You can view the run history for a specific link in the Run History tab.

Configure Synchronizer notifications

Configure Synchronizer to send notifications about issues occurring during synchronizations.

Link notifications are configured for all links in a workspace. Bridge notifications are configured per bridge.

See also: