synchronisation:site_wizard

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synchronisation:site_wizard [2022/02/07 22:47] Chris Pettysynchronisation:site_wizard [2023/08/11 01:58] (current) – [29.03. Sync Site Wizard] Mark Glover
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-====== 29.01. Synchronisation Sites ====== +{{indexmenu_n>30}} 
- +====== 29.03. Sync Site Wizard (Superseded) ======
-Synchronisation Sites, often simply called //Sync sites// or //Sites//, are configured for each device that is running mSupply that is using the synchronisation system. The synchronisation system ensures that all data on remote sites are synced to the central server. +
- +
-===== Accessing Sync Sites ===== +
- +
-//TODO: Describe site Output// +
- +
-==== Creating New Sync Sites ===== +
- +
-==== Editing Sync Sites ===== +
- +
-==== Permissions ==== +
- +
-//TODO: Describe the user permissions required to access sync// +
- +
-===== Editing sync sites ===== +
- +
-//TODO: Describe every field of Site Input// +
- +
-==== Site type ==== +
- +
-The site type simply indicates the intent to synchronise the sync site with mSupply Desktop or mSupply Mobile. When a remote site synchronises it will update the value of this.  As of [[https://msupply.org.nz/history/msupply-v412-2020-07-29|v4.12]], this setting has no functionality Functionality around this is planned for the future. +
- +
-===== Creating Sync Sites ===== +
- +
-// Instructions and gotchas on creating sync sites +
- +
-===== Deleting Sync Sites ===== +
- +
-// Instructions and gotchas on creating sync sites +
- +
-===== Remote Site Editing ===== +
- +
-All explanation of what the site editing is on the remote site +
--  +
- +
- +
-===== Enabling Sync ===== +
- +
- +
-===== Sync Mirror Setup =====+
  
 +<WRAP center round alert 60%>
 +How mSupply handles sync sites was changed significantly in [[https://msupply.org.nz/history/msupply-v507-2022-03-22|mSupply v5.07 (2022-03-22)]]. This has resulted in a simpler and more strictly controlled way of managing sync sites.  From v5.07 onwards the sync site wizard described in this page is no longer available but has been replaced by the new functionality described on the [[synchronisation:sync_sites|]] page.
 +</WRAP>
  
-===== Sync Site Wizard ===== +The sync site wizard is a tool to quickly create a sync site for a particular store. It does all the behind-the-scenes work for you, making sure that sync settings are updated for the store you are moving as well as for all the stores it has visible.
-The sync site wizard is a tool to quickly create a sync site for a particular store. It does all the behind the scenes work for you, making sure that sync settings are updated for the store you are moving as well as for all the stores it has visible.+
  
 <WRAP center round tip 60%> <WRAP center round tip 60%>
-This Sync site wizard only allows a single store to be created on a sync site.  However, after that is done, you can [[other_stuff:remote_sync#moving_a_store_from_one_sync_site_to_another|Move a store from one sync site to another]].+This Sync site wizard only allows a single store to be created on a sync site.  However, after that is done, you can move a store from one sync site to another; see the [[synchronisation:introduction#moving_a_store_from_one_sync_site_to_another|29.01. Introduction to synchronisation]] page for details.
 </WRAP> </WRAP>
  
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 ===== Using the wizard ===== ===== Using the wizard =====
-Choose //Special > Create sync site...// from the menus. This winbdow will open:+Choose //Special > Create sync site...// from the menus. This window will open:
  
 {{ :synchronisation:site_wizard_blank.png?400 |}} {{ :synchronisation:site_wizard_blank.png?400 |}}
  
 <WRAP center round alert 60%> <WRAP center round alert 60%>
-If the sync site is Mobile, then delete any Supplier Requisitions where Status =  ''sg'' before the store is moved!+If the sync site is an mSupply mobile store, then delete any Supplier Requisitions where Status =  ''sg'' before the store is moved!
  
 /*  2021-08-20 MWG:  Identified this issue [[https://support.msupply.org.nz/cerb6/profiles/ticket/ZN-4182-LBhere]].  TODO:  Put github issue link here for fix to this issue */ /*  2021-08-20 MWG:  Identified this issue [[https://support.msupply.org.nz/cerb6/profiles/ticket/ZN-4182-LBhere]].  TODO:  Put github issue link here for fix to this issue */
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 ==== Selecting a responsible officer ==== ==== Selecting a responsible officer ====
- 
 Selecting a responsible officer is just like selecting a store. The responsible officer needs to be given permission to: Selecting a responsible officer is just like selecting a store. The responsible officer needs to be given permission to:
   * Login to desktop   * Login to desktop
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   * Add/edit users in the store   * Add/edit users in the store
  
-If the store selected already has a responsible officer, this will automatically be selected and cannot be changed from the sync site wizard. If you need to, you can edit the responsible officer through the [[other_stuff:virtual_stores#editing_a_store|store editor]].+If the store selected already has a responsible officer, this will automatically be selected and cannot be changed from the sync site wizard. If you need to, you can edit the responsible officer through the store editor (see the [[other_stuff:virtual_stores#editing_a_store|26.08. Virtual stores]] page for details).
 ==== Sync ID ==== ==== Sync ID ====
  
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 </WRAP> </WRAP>
  
 +==== Site type ====
 +
 +The site type simply indicates the intent to synchronise the sync site with mSupply Desktop or mSupply Mobile.  As of [[https://msupply.org.nz/history/msupply-v412-2020-07-29|v4.12]], this setting has no functionality.  Functionality around this is planned for the future.
 +===== Reviewing sites =====
 +
 +To view and edit sync sites that you've created, you can do so through [[preferences:synchronisation|preferences]].
 +
 +We are continuing to work on accessibility of the synchronisation system. This includes new interfaces for viewing and editing sync sites in the near future.
  
-|  //  Previous:  **[[synchronisation:]]** | | Next: **[[synchronisation:site_export]]** //  |+|  //  Previous:  **[[synchronisation:sync_sites]]** | | Next: **[[synchronisation:site_export]]** //  |
  
 ---- struct data ---- ---- struct data ----
-pagestatus.status    : Draft+pagestatus.status    : 
 ---- ----
  
  • Last modified: 2022/02/07 22:47
  • by Chris Petty