Edit general link settings

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.

On the link configuration General tab, modify settings and view general details about the link. Click Edit Link to modify settings, and Save Link to save your changes.

Entity Type

Defines the type of entity being synchronized (defect, requirement, or release).

Read-only.
Link Name

The name of the link. Used, for example, in the navigation tree on the left.
Description A free-text description field for the link.
Synchronization mode

Defines whether automatic synchronizations are running for this link. Change this mode by right-clicking the link name in the tree on the left, and selecting one of the following:

  • Start Automatic Mode
  • Stop Automatic Mode

Note: You cannot start automatic mode until you have run a successful integrity check, and saved your changes.

The link status is indicated by an icon in the navigation tree. Additionally, see the following details on the General tab:

Last Sync.

Provides details about the most recent synchronization run, including the date, as well as if the run finished with errors or passed.

Click View report to view a summary of events that occurred during the run.
Link Status

Displays the link's current status, as well as a summary of any issues remaining from previous runs.

Link statuses reflect whether integrity checks have passed or not, and whether recent synchronizations have generated errors or warnings.

If no manual or automatic synchronizations run on the link for 5 days, the link will require an integrity check again.

  • Hover over the Link Status details for information about the last integrity check and synchronization. From the tooltip, click View report for details about each item.
  • Click View in Dashboard for more details about issues remaining from previous runs.

For details and action items required for each status, see Link status reference.

View the connection details for the configured endpoint. Click Check Connectivity to validate these details.

If changes are required, click Edit Endpoint. For more details, see Edit a link's ALM endpoint.

Note: You can only switch the endpoint to another ALM project before running a successful synchronization. Afterward, you can modify details if needed, but the project must remain the same.

View the favorites defined for detecting new records to create in the opposite endpoint, and switch the favorites as needed.

If you modify favorites after having run a successful synchronization, you will need to schedule a full synchronization for the next run. For details, see Full synchronizations.

Note: If you want to add, change, or delete favorites from the list of available favorites, go to the Product Backlog. For details, see Create Agile Manager and ALM favorites.

For more details, see Optional: Define favorites (requirement and defect links).

For requirement synchronization links, view the alternate root folder selected to limit the synchronization to a subset of the Requirements folder.

You can change the path to the alternate root folder before you run the first successful synchronization for the link. Afterward, edit this path only if the folder in ALM was renamed. Do not enter a different alternate root folder.

For more details, see Optional: Define an alternate root folder (requirement and release links).

Note: You must always run an integrity check after modifying a link's configuration. We also recommend running a simulation to prevent errors occurring in the actual synchronization.

For details, see Run synchronizations.