Step 6: Run synchronizations

After your link is created and configured, run an integrity check to verify that records are synchronized correctly. If the integrity check passes, run a simulation to verify how much data changes. Then run manual tasks, or start automatic synchronizations.

Caution: Once records have been synchronized, they cannot be removed from the synchronization. When first setting up a link's configuration, use a favorite defined with one record only. Widen the favorite slowly, ensuring that the synchronizations run as you expect.

However, if you use an alternate root folder to limit the synchronized requirements or releases:

  • Requirements removed from the alternate root folder in ALM are no longer synchronized.
  • Releases removed from the alternate root folder in ALM are no longer synchronized, but their cycles are still synchronized.

Note that if you make certain changes to a link's configuration after having already synchronized, such as updated rules or field mapping, you'll need to run a full synchronization to ensure that all records are aligned with those changes. ALM Octane notifies you when a full synchronization is required. If you delete a workspace, its links are automatically deleted.

See also: