Author: uf_admin

4.5 Auto-connect Synchronization

It is possible to configure the connection of your instance connected to the synchronization without the need to reconnect it (refer to the connection manager) every time OpenERP starts (standard set up).
This feature is named auto-connect synchronisation and is a specific set-up developed for emergency context to release the workload of the user on the site.
For the set-up the Support Team (ST) and the User would have to perform the correspondent steps:

ST: [Done during instance creation step1 by coreteam] Create a new user in the SYNC_SERVER side on Administration1, Users 2, Users3. Fill in the information 4:   User Name: instancename_sync-user Login: instancename_sync-user Password: to set a random and complex password (from keePass2) Add 5 the group Instance Sync Click on Save 6
On menu Administration 1, Synchronisation 2, Configuration 3, Instance 4. Click on the Edit icon 5 of the instance. On the User field click on the look up icon 6 Select the newly created user 7 Click on Save 8
User: [can be done by only UF IT referent or coreteam] Open as Administrator with Notepad the file openerp-server.conf in C:\Program Files (x86)\msf\Unifield\Server Edit the following lines in the file:   sync_user_login= instancename_sync-user sync_user_password= yourpassword Save the file. Please note that sync_user_password accepts password on cleat text OR encoded in Base64. Login and password are forwarded by the ST.
Right click 1 on OpenERP Server service and click on Restart 2
When logged back in your instance you can skip the Connection Manager step in menu SYNCHRONIZATION, Registration, Connection Manager even if the state mentions Not Connected.
To synchronize: Go to menu Synchronisation, Registration, Synchronization, Manual. Then click on Start All Synchronization in Background. The connection will automatically be made and the synchronization will start.

4.4 Automatic Synchronization

Click on menu Synchronization 1, Synchronization 2, Automatic 3. A new wizard would open.
Fill in the fields 1:   Interval Number Interval Unit Next Execution Date Number of Calls: leave the default value Tick the checkbox Active 2 and Click on Save 3

4.3 Manual Synchronization

It is assumed that the instance is well configured, already connected to the synchronization server and registered.

Click on menu Synchronization , Synchronization, Manual The next synchronization wizard will open.

Click on Start All Synchronization In Background. This launches the synchronization process in background. It is recommended to back up the data after a successful synchronization. Please refer to the “Procedure for backing up and restoring local instances”. To know when the synchronization is over, refer to the monitoring documentation. Instead of starting the synchronization, you may be advised that there is an upgrade to apply. Refer to the upgrade chapter.

4.2 Connection to the Synchronization Server

As a security, the synchronization password is not saved in the database or a file. It means this step must be done every time OpenERP starts. For example when:

• the computer was off and is now on
• the instance has been upgraded with a patch received from the synchronization server.

Click on Menu Synchronization 1, Registration 2, Connection Manager 3
Click on the edit icon (4) and to edit the Current Connection
Host:
* Production instance: sync.unifield.net
*Sandbox: Address of the machine where your Sync Server is installed (localhost if installed on the same machine)

Port:

*Production: 443

*Default or Sandbox: 8069

Protocol:

*XMLRPC

*secured compressed XMLRPC

Database Name:

*Production: SYNC_SERVER

*Sandbox: Your_sync_server_name

Login on synchro server:

*Production: provided by the Support Team

*Sandbox: Your_sync_server_login

Password:

*Production: provided by the Support Team

*Sandbox: Your_sync_server_password

Max Packet Size: 500
Timeout:600 – The number of seconds the instance will wait during a sync before raising a timeout error
XmlRPC retry: 10 – The number of retry during a sync when the instance don’t receive the acknowledge from the sync server with the XmlRPC protocol.
Silent upgrade: The instance will patch automatically during the time slot defined if an automatic synchronisation is performed. It is strongly
recommended to activate it
Click on Connect 5 the State switches to connected
Click on Save

4.1 Requirements

To synchronize, the user must know the synchronization login and password. These credentials will be provided by the Support Team for production instances.