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.
ALM Synchronizer enables you to link ALM projects and Agile Manager workspaces, and synchronize their releases, requirements/user stories, and defects.
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 in some cases, both ways.
Synchronization links and endpoints
Synchronization is defined by links, which you create and manage in the ALM Synchronizer Client.
Links are created between a pair of endpoints, namely an instance of ALM and an instance of Agile Manager. Links run tasks to synchronize records between the endpoints.
Each link defines the types of records that are synchronized, how often, and under what circumstances. Create a link for each type of entity (releases, requirements/user stories, or defects), for each pair of endpoints. The entity type being synchronized in a specific link determines the fields that you can map from each endpoint.
Synchronization tasks
The records in each endpoint are synchronized each time Synchronizer runs a synchronization task. You can schedule or manually run the following types of tasks:
-
Incremental synchronization tasks. Synchronize records that were created or modified since the last synchronization task.
-
Full synchronization tasks. Perform a full comparison of the records in each endpoint. This is useful for handling deleted records.
Note: Synchronizer does not use an ALM license when connecting to an ALM endpoint.
Synchronization steps
Note: If you are setting up a synchronization link for the first time for a specific Agile Manager site, first open a support ticket requesting that the site be enabled for synchronization.
Working with Synchronizer involves the following steps:
| Maintain your Synchronizer system |
Install the Synchronizer server and client. |
| Plan before you begin |
Begin by mapping your ALM and Agile Manager processes, looking for similar types of information. Plan the types of items that you want to synchronize, and in which directions. |
| Set up Synchronizer | Modify your ALM project for synchronization, add Synchronizer users, and configure server options, such as a proxy for authentication. |
| Configure links | Create and configure links, map specific fields and field values. |
| Maintain links |
After configuring your links, run them manually or schedule automatic tasks. To troubleshoot, check the run history, report, or log files, reset links, or restore link data if you need to. |
| Synchronizer Q&A | Look for answers to some common questions and problems. |
