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.
Synchronizer looks for new records in ALM or Agile Manager based on the favorites configured for the link.
Items included in the selected favorite are synchronized with the other endpoint as newly created items. If no favorite is configured, all records are synchronized.
When synchronizing requirements or releases, you can also limit the synchronization to a subset of records by defining an alternate root folder for the link. The alternate root folder is considered before the favorites.
-
In Agile Manager, create, modify, and delete your synchronization favorites in the Product Backlog > Backlog grid.
Store synchronization favorites in the Integration favorites folder. This folder is visible only to Integration Administrators.
-
In ALM, the selected favorite can be a private or public favorite, but it must be available to the user defined in the credentials used to connect to ALM. You can select from a maximum of 50 favorites for a specific ALM project.
It is recommended to use favorites, but not required.
Tip: Favorites are specifically useful when first configuring your link. Start by using a favorite that contains only one record, and expand it slowly. Run simulation synchronizations to verify that the synchronization works as you expect.
Caution:
- Once a record in one endpoint is mapped to a record in the other endpoint, these records continue to be synchronized even if they no longer match the link's favorite. Be sure that you want to synchronize data in a specific record or type of record before including it in your favorite.
- When a new requirement is created in the master endpoint, and the requirement is the child of requirements that were not previously synchronized, the parent requirements are also created in the other endpoint. If a favorite is defined, the parent requirements are synchronized even if they do not match the favorite.
You can select favorites to use for a synchronization when creating or editing the link.
