Add synchronization criteria and projects to a connection (4.0-4.1)

The last step of defining a connection is to map the projects from your Target to the projects in the Master.

In this topic:

Specify synchronization criteria

You have the option to specify criteria that Micro Focus Connect will use to restrict synchronization to a certain subset of the type. You do this by selecting a type from your data source and creating a query to specify the values you want that type to match in order to be synchronized. You can use AND or OR operators to define as many query clauses as needed.

To specify synchronization criteria:

1. If you are in the process of creating a connection, in the Add Type Mapping dialog box, click the <system name> Sync Criteria tab.

   Tip: Micro Focus Connect uses the data source product name for the <system name> displayed in the UI.

2. Click the Add Child Criteria button .
   The Add Term dialog box opens.
3. Select the data source property from the Property Name list. For example: Blocked.

   Tip: If your data source does not provide a list of property names, you can type it in this field.

4. Select an operator from the Operator list. For example: equals.

   Option	Description
   Equals	The property equals the value.
   Contained in String	The property contains a part of the value.
   Starts With	The property starts with a specified letter or number.
   Ends With	The property name ends with a specified letter or number.
   Contained in Set	The property is contained within a set. Contained in Set is an OR operation. Example: If property value is A and the criteria is contained in set A, B, C it is true because the value A is a member of the set A, B, C.
   Includes	The property includes the value. Note: The value is a set of names. Includes is an AND operation. Example: If property value is A, B and the criteria is includes A it is true because the value being a set of A, B has a member A
   Greater Than	The property is larger in number than the value.
   Less Than	The property is smaller than the value.
   Greater Than Or Equals	The property is larger or equal to the value.
   Less Than Or Equals	The property is smaller than or equal to the value.
   Is Descendant Of	Use for items contained in an hierarchical tree, such as Stories and Requirements. For example: WorkProduct->Is Descendant Of Story.12, where 12 is the unique Story ID number. Also in this example is the feature of setting the criteria property as a chain. Use -> to indicate the property is connected by the synch criteria as either Is Descendant of or Instance Of. You can use either the Type Name and ID or just the ID. Separate the Type Name and ID with a ..
   Instance Of	Use with Property or Type Name. For example: WorkProduct->Instance Of Story.

5. In the Property Value column, enter the value that the field must contain in order to be synchronized. For example: True.
6. Optionally, double-click another row to specify synchronization criteria for another field.
7. Optionally, use one of the following to build your query:

   Option	Description
   	Adds child criteria.
   	Adds a child AndOr node.
   	Opens the edit mode to update criteria.
   	Deletes the selected criteria.

8. Click OK to save your changes.

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Add projects

Add projects to a connection.

To add projects to a connection:

1. If you are in the process of creating a connection, navigate to the Projects tab in the Create Connection Wizard.
   If you are editing an existing connection, click the Modify connection button and choose Edit from the menu. Use the Next button to navigate to the Projects and Rules tab of the Update Connection window.
2. Click the Add button.
   A new row is added to the list.
3. Select the project you want to map from the Target list.

   Tip: Micro Focus Connect uses the data source product name for the <system name> displayed in the UI.

4. Select the corresponding Master project from the Master Project list.
5. Project synchronizations are enabled by default. If you wish to disable it, clear the check box.
6. Some data sources for SCM tools (like Git and Subversion) allow you to specify a deeper directory level synchronization. If it's available and you want to specify a directory deeper than the root directory for synchronization, click the Directory button .
   The Set Project Path dialog box opens.
   For each data source, enter the path in the fields provided.

   Click the OK button to close the Set Project Path dialog box.

7. After you have added all projects you want to synchronize, click Save.

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Next steps:

• Define calculated values

• Start and stop connections