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other_stuff:remote_sync [2021/06/02 15:57] – [Definitions] Adrian Boone | other_stuff:remote_sync [2021/12/28 02:46] – [Moving stores and sites] Mark Glover | ||
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- | ====== | + | ====== |
- | + | ||
- | <wrap info> | + | |
<wrap info> | <wrap info> | ||
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* **//Sync data//** can only be edited on the central server but doesn' | * **//Sync data//** can only be edited on the central server but doesn' | ||
* **//Message data//** can be edited on any site and syncs according to the sending/ | * **//Message data//** can be edited on any site and syncs according to the sending/ | ||
- | * There are also a number of special cases, which don't easily fit into a single | + | * Some data can fall into more than one type, depending on the situation. |
^ Data ^ Type ^ Notes ^ | ^ Data ^ Type ^ Notes ^ | ||
- | | Items | Central | Including item-related data e.g. item categories, units | | + | | Items | Central | Including item-related data e.g. item categories, units, BOM masters |
- | | Names (except patients) | Central | Including name-related data e.g. name categories, contacts | | + | | Names (except patients) | Central | Including name-related data e.g. name categories, contacts, tags | |
| Merging of items, units and names (except patients) | Central | | | | Merging of items, units and names (except patients) | Central | | | ||
| Groups and departments | Central | | | | Groups and departments | Central | | | ||
- | | Item master lists | Central | | | + | | Item master lists and programmes |
- | | Budgets and accounts | Central | | | + | | Budgets, periods |
- | | Transaction categories | Central | | | + | | Transaction categories |
| Purchase order categories | Central | | | | Purchase order categories | Central | | | ||
+ | | Custom data | Central | | | ||
+ | | Barcodes | Central | | | ||
+ | | Currencies | Central | | | ||
+ | | Options and properties | Central | | | ||
| Location types | Central | | | | Location types | Central | | | ||
| Regimens and indicators | Central | | | | Regimens and indicators | Central | | | ||
+ | | Drug interactions and warnings | Central | | | ||
| Abbreviations and item directions | Central | Dispensary data | | | Abbreviations and item directions | Central | Dispensary data | | ||
- | | Custom reports | Central | | | + | | Diagnoses | Central | Dispensary data | |
+ | | Insurance providers | Central | Dispensary data | | ||
+ | | Patient event types | Central | Dispensary data | | ||
+ | | Vaccinators and vaccine settings | Central | | | ||
+ | | Custom reports | ||
+ | | Asset settings | Central | | | ||
+ | | Regions | ||
| Sites and sync-related preferences | Sync | Changes on the central server indirectly update related records on remote sites | | | Sites and sync-related preferences | Sync | Changes on the central server indirectly update related records on remote sites | | ||
- | | Messages | + | | Dashboard reports | Sync | | |
+ | | Messages | Message | Depends on sending and/or receiving store (which can be blank) | | ||
| Stores and non sync-related store preferences | Central store | | | | Stores and non sync-related store preferences | Central store | | | ||
+ | | Purchase orders (centralised) | Central store | | | ||
+ | | Payments (centralised) | Central store | | | ||
| Visibility of items and names (except patients) | Central store | | | | Visibility of items and names (except patients) | Central store | | | ||
| Visibility of existing patients and prescribers | Central store | | | | Visibility of existing patients and prescribers | Central store | | | ||
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| Patients and prescribers | Patient | Including patient-related data e.g. PMR, insurance policies | | | Patients and prescribers | Patient | Including patient-related data e.g. PMR, insurance policies | | ||
| Merging of patients and prescribers | Patient | | | | Merging of patients and prescribers | Patient | | | ||
+ | | Repeats | Patient | Dispensary data | | ||
+ | | Patient events | Patient | Dispensary data | | ||
+ | | Name notes | Store | | | ||
| Customer stock history and requisitions | Store | | | | Customer stock history and requisitions | Store | | | ||
| Locations | Store | | | | Locations | Store | | | ||
| Merging locations | Store | | | | Merging locations | Store | | | ||
- | | Stock and stocktakes | + | | Stock and replenishments | Store | | |
- | | Transactions, payments | + | | Stocktakes and inventory adjustments | Store | | |
+ | | AMC projections | ||
+ | | Transactions and prescriptions | Store | Including other transaction-related data e.g. backorders, builds | ||
+ | | Transaction notes | Store | | | ||
+ | | Item notes | Store | | | ||
+ | | Boxes | Store | | | ||
| Goods received | Store | | | | Goods received | Store | | | ||
| Indicator values | Store | | | | Indicator values | Store | | | ||
+ | | Vaccine monitors/ | ||
+ | | Assets | Store | | | ||
+ | | Store credentials | Store | | | ||
+ | | Authorisers and authorisation | Store | | | ||
| Purchase orders | Store | Except for centralised procurement or supervisor-mode ordering | | | Purchase orders | Store | Except for centralised procurement or supervisor-mode ordering | | ||
- | | Purchase orders (centralised) | + | | Payments |
- | | Preferences (non-store) | Local | Except for a few special cases which are explicitly synced | | + | |
- | | User permissions | Local | | | + | |
- | | Existing users | Local | | | + | |
| New users | Store | New user records sent to central server | | | New users | Store | New user records sent to central server | | ||
+ | | User licenses and existing users | Local | | | ||
+ | | User permissions | Local | | | ||
+ | | Preferences (non-store) | Local | Except for a few special cases which are explicitly synced | | ||
+ | | Tenders and quotes | Local | | | ||
+ | | Incoterms and tender conditions | Local | | | ||
+ | | Reference documents | Local | | | ||
+ | | HIS | Local | | | ||
+ | | Drug registration | Local | | | ||
+ | | Labels | Local | | | ||
+ | | Logs | Local | | | ||
+ | | Reminders | Local | | | ||
+ | | Adverse drug reactions | Local | | | ||
==== Stores ==== | ==== Stores ==== | ||
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==== Dispensary data ==== | ==== Dispensary data ==== | ||
- | === Prescriptions | + | === Stock transactions |
By default, prescriptions and any other operations in dispensary mode which affect stock levels are not synced to the sync server, unless the //Include transactions in sync// option is enabled in the store sync preferences, | By default, prescriptions and any other operations in dispensary mode which affect stock levels are not synced to the sync server, unless the //Include transactions in sync// option is enabled in the store sync preferences, | ||
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* Transactions (including backorders, builds etc.) | * Transactions (including backorders, builds etc.) | ||
* Prescriptions | * Prescriptions | ||
- | * Stock and stocktakes | + | * Stock lines |
+ | * Stocktakes | ||
If the preference is switched on, all of the store' | If the preference is switched on, all of the store' | ||
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===== Requirements ===== | ===== Requirements ===== | ||
+ | ==== Synchronisation Server ==== | ||
+ | The Sync server module is the component that controls all the logic of the sync system described in this chapter. | ||
+ | ==== Web Server ==== | ||
+ | Any communication through the web to an mSupply central server requires the [[web_interface: | ||
+ | ==== Internet connection ==== | ||
+ | Each sync site requires an internet connection. | ||
+ | Obviously, the internet needs to be on at the central server at the same time as any other sync site that it will communicate with. For this reason, the central server needs to have high availability, | ||
+ | </ | ||
+ | |||
- | * A license from Sustainable Solutions to use the web server module and the synchronisation module on the primary server. | ||
- | * Internet at each sync site. This doesn' | ||
===== How to tell if synchronisation is happening ===== | ===== How to tell if synchronisation is happening ===== | ||
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- Decide on the users for each site and their roles/ | - Decide on the users for each site and their roles/ | ||
- | ===== Movings | + | ===== Moving |
<WRAP center round important 60%> | <WRAP center round important 60%> | ||
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<WRAP center round important 60%> | <WRAP center round important 60%> | ||
* A mobile site can only have one **Active** store. | * A mobile site can only have one **Active** store. | ||
- | * Therefore, only one of the stores on a ' | + | * Therefore, only one of the stores on a ' |
- | * If another **Active** store on the ' | + | |
</ | </ | ||
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- If the ' | - If the ' | ||
- If the ' | - If the ' | ||
- | - Unless you are sure that you want a full **Collector** copy of the store to be maintained on the ' | + | - Set the sync type for this store on the ' |
+ | - **None** if the ' | ||
+ | - **Transfer** if this store will likely need to transfer to / from another | ||
+ | - **Collector** // | ||
- Click **OK** to save changes | - Click **OK** to save changes | ||
- Click **OK** to exit the stores list | - Click **OK** to exit the stores list |