Configure auto-synchronization

If you have advanced subsets, you can set up automatic synchronization between each subset and the master database. Automatic synchronization means that any data changes are detected and refreshed regularly.

About this task

When automatic synchronization is enabled, the process is added to the system tray, and any changes are resolved following the options that are selected when the synchronization is set up.

Procedure

  1. Log on using a user account that has the Database Administrator role and permission to add records, update records, delete records, and update or delete records that are created by other users.
  2. Open the database from which the database subset was created.
  3. Select File > Data > Database Subsets > Configure Auto Sync.
  4. Browse for the database subset that contains the records that you want to synchronize.
  5. Enter the iBase username and password that is used to access the database subset.
    Note: This user account also needs to have the Database Administrator role and permission to add records, update records, delete records, and update or delete records created by other users.
  6. Optional: Use the Options to determine whether field attachments and deleted records are included in the synchronization.
  7. Click Next.
  8. Decide how you want to handle any conflicts between changes that are made in the main database and changes made in the database subset. By default, synchronization never overwrites changes in the main database.
    Note: At this stage, it is not possible to know whether there are any conflicts.
  9. Click Next.
    If the subset definition contains any parameterized queries, then you are prompted for the values to use. If you cancel entry of the parameter values, you also cancel the synchronization of the databases.
  10. Optional: Decide whether to update field attachments where they differ using Include field attachments when repopulating.
  11. Click Syncronize.