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# Perform synchronization

This section describes how to perform synchronization, after you have completed the installation and preparation steps.

Caution: Before setting up synchronization on a production system, we recommend synchronizing an experimental ALM Octane workspace and ALM or Jira project.

## Understand the synchronization workflow

Working with ALM Octane Synchronizer involves the following steps:

Step | Description
--- | ---
Step 1: Define ALM or Jira credentials (Credentials Manager) | Enter your ALM or Jira access credentials.
Step 2: Create an endpoint (Endpoint Manager) | Define your connection data to ALM or Jira.
Step 3: Create a synchronization link | Define the entities being synchronized, favorites used to filter data, and the directions in which the endpoints are updated.
Step 4: View and edit link configuration | Check the mappings and settings that were created automatically for your link, and make any adjustments necessary.
Step 5: Configure synchronizer notifications | Configure Synchronizer to send notifications about issues occurring during synchronizations.
Step 6: Run synchronizations | Run an integrity check to prevent errors during synchronization, and an optional simulation to understand details about the data that will be updated. Run manual synchronizations or enable synchronizations to run automatically.
Step 7: Review link summaries and error details | Review the status of your links and investigate any errors that may have occurred during synchronization. You can view the run history for a specific link in the Run History tab.

See also:

- Using Synchronizer with ALM or Jira - Overview
- Link status reference
- How can I improve synchronization performance?

https://admhelp.microfocus.com ALM Octane 8942
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