Configure links

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

If you are still using ALM Synchronizer, we recommend migrating to the more robust NextGen Synchronizer embedded in Agile Manager's configuration area.

Create and configure links to synchronize data between an instance of ALM and an instance of Agile Manager.

Create separate links to synchronize between releases, requirements/user stories, and defects.

Tip: Once a record in one endpoint is mapped to a record in the other endpoint, it is always synchronized if there is new data, regardless of whether the record still matches the link's filter.

When first setting up Synchronizer, synchronize a filter that contains only one defect or requirement to verify that the synchronization works as you expect. Enlarge the filter slowly, verifying that the synchronization continues to update information as you expect, until you've covered the variety of scenarios in which you need to synchronize data.

For details about supported filters, see Plan before you begin.