| Click on menu Administration 1, Synchronisation 2, Configuration 3, Instance 4. This view shows different information about each instances. To have more detailed information about an instance click on the line of an instance 5 |  |
| This print screen show you important information about an instance such as its state, parent instance, groups it belongs and children under it. |  |
| Click on menu Synchronization 1, Registration 2, Connection Manager 3 Click on the edit button 4 to see the details Among others you can see the connection status (connected, disconnected) and a button to allow connecting to or disconnecting from the server. You also have the possibility to enable the Silent Upgrade option to allow patching during a slot time defined. |  |
| Click on menu Synchronization 1, Monitoring2, Registration Status 3
|  |
| A new popup appears, click on Retrieve instance information button. |  |
| The result shows the registration status of the instance. It includes the validation status, the groups that the instance belongs to, the children instances, etc. |  |
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:
Add 5 the group Instance Sync |  |
| 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\ServerEdit the following lines in the file:
Save the file. |  |
| 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. |  |
| Click on menu Synchronization 1, Synchronization 2, Automatic 3. A new wizard would open. |  |
| Fill in the fields 1:
Tick the checkbox Active 2 and Click on Save 3 |  |
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. |  |
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:
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
To synchronize, the user must know the synchronization login and password. These credentials will be provided by the Support Team for production instances.
