Setting up eSync Profiles

To minimize data entry, eSync saves your specifications about an individual eSync job in a sync profile. So, after you enter specifications the first time, just select the profile every subsequent time you want to sync. A profile contains information about the

source and destination databases

type of data being synched

files to include/exclude

direction

schedule

Use the Add Synchronization Profile screen to create and update eSync profiles.

While following the steps in Setting Up eSync, you created a default database and a template profile. This section explains how to modify those profiles and create new ones.

To eSync an entire Web site, you need a minimum of two profiles: one for your web site root/Workarea folder, and another for all other site files.

To create a profile for

your Workarea folder, click Workarea Files under Items to Synchronize.

all other site files, click Database/Resources, Templates and Bin under Items to Synchronize.

The following table explains the kinds of files synched by each category.

Items to Synchronize	Type of data synched	Exceptions	For setup instructions, see
Workarea Files	All files in the site’s Workarea folder other than the exceptions	Files in these folders: ewebeditpro help explorer ewebdiff documents foundation resources sync See Also: Global File Type Exceptions	Setting up a Profile to Sync Workarea Files
Database/Resources	The database plus the following site root folders assets Privateassets uploadedimages uploadedfiles	See Global File Type Exceptions	Setting up a Profile to Sync a Database and Assets
Templates Warning! If you run a template sync and Bin is checked, and one server is running is 32-bit mode while the other is running in 64-bit mode, users will not be able to drag and drop DMS files on the staging server.	All files in your site root folder other than the exceptions Note: If you perform an initial sync of a recently-installed min site with your staging site, the min site’s templates could overwrite templates on your staging site. This is because, when two templates have the same name, the most recently modified one overwrites the other. To avoid this, rename the only template installed with the min site (login.aspx) before performing the initial template sync. You should also rename login.aspx’s supporting files, such as login.aspx.vb.	Files in these folders: workarea (covered by Workarea Files sync) assets, privateassets, uploadedfiles, uploadedimages (covered by Database/Resources sync) bin (covered by Bin checkbox, below) app_webreferences latestchanges app_globalresources These files: assetManagement.config web.config See Also: Global File Type Exceptions	Setting up a Profile to Sync Template and Bin Files
Bin	The bin folder

You can also set up a profile that syncs Windows folders. See Also: Synchronizing Windows Files

Global File Type Exceptions

The following file types are not synched by default.

.config files

.txt files

.sln files

Note: Ektron CMS400.NET creates a large number of .txt files to support the search functionality.

However, you can add these file types to a sync profile via the Include/Exclude Files field. See Also: At the Include/Exclude files field, include files not normally synched, or exclude files or directories that are synched by default.

Setting up a Profile to Sync a Database and Assets

To set up a profile to sync an Ektron CMS400.NET database and its assets, follow these steps.

Prerequisite

You created a Sync configuration and ran an initial sync. See Also: Setting Up eSync

1. Go to the Settings > Configuration > Synchronization screen.

2. If you are eligible to add a profile to a configuration, the Add Sync Profile button appears, as shown below.

3. Click Add Sync Profile ()(circled above). The Add Synchronization Profile screen appears.

4. At the Synchronization name field, enter a name for this profile.

5. At the Items to Synchronize field, select Database/Resources.

6. At the Synchronization Direction field, select the direction of the data copy that will occur. Your choices are:

Bidirectional (that is, both directions). Changed data on either server is updated on the other. If the same data (for example, a membership user profile) is updated on both servers, the conflict resolution policy determines the outcome. See Also: Bidirectional Sync; Conflict Resolution Policy

Note: If you are using bidirectional sync and only one version was updated since the last sync, the updated version overwrites the unchanged version.

Upload - the database and assets are copied from the local server (the one to which you signed on) to the remote server (specified at the Remote Site field above). Items on the remote server are overwritten.

Download - the database and assets are copied from the remote server to the local server. Items on the local server are overwritten.

7. At the Conflict Resolution Policy field, decide what to do if Synchronization Direction is Bidirectional, and the data has changed on both servers since the last sync. Your choices are.

Version on Remote Site Wins - the remote version overwrites the local version

Version on Local Site Wins - the local version overwrites the remote version

8. If desired, select a schedule for when the sync will run automatically. The choices are

None - Don’t set up a schedule. Run this sync profile as needed via the Sync Profile screen‘s Start Now button.

One Time - you specify a start time and date

Hourly - you specify a start date and time. eSync begins on the start date and time, then runs every hour at that time.

Daily - you specify a start time and date; this sync profile will run every day at this time

Weekly - you specify a start time, date, and day. After the start date, this sync profile will run this day every week at this time.

Monthly - you specify a start time and date (numbers 1 through 31). After the start date, this sync profile will run this day every month at this time.

Warning! Do not schedule more than one sync to begin at the same time.

Note: While the above options let you schedule a sync profile, you can sync at any time by accessing the Sync Profile and clicking Sync (). See Also: Running a Sync

Note: If you enter a date greater than 28, the sync will not run in a month that does not include that date. For example, if you enter 31, the sync will not run in February, April, June, September, and November.

Setting up a Profile to Sync Workarea Files

Prerequisite

You created a Sync configuration and ran an initial sync. See Also: Setting Up eSync

1. Go to the Settings > Configuration > Synchronization screen.

2. If you are eligible to add a profile to a configuration, the Add Sync Profile button appears on the right side, circled below.

3. Click Add Sync Profile (.) The Add Synchronization Profile screen appears.

4. At the Synchronization name field, enter a name for this profile.

5. At the Items to Synchronize field, select Workarea files.

6. At the Include/Exclude files field, include files not normally synched, or exclude files or directories that are synched by default.

For example, .txt files are not normally included in a sync, but you want to copy several on your staging server to the production server. In this case, check Only Include and enter *.txt into the adjacent field (illustrated below). If you do, only files with that extension are synched.

As an example of the Exclude option, assume you do not want to sync Flash (.swf) files. If you check the Exclude button, and enter .swf into the Files field, eSync ignores them.

Note: By default, eSync ignores .config and .txt files.

An another example of the Exclude option, assume you do not want to sync files in the XXX folder. If you check the Exclude button, and enter XXX into the Directories field, eSync ignores them.

When excluding, you can enter file types and directories. eSync ignores all files that satisfy either criterion.

7. At the Synchronization Direction field, select the direction of the data copy that will occur. Your choices are:

Note: If you are using bidirectional sync and only one version was updated since the last sync, the updated version overwrites the unchanged version.

Upload - if the file on the local server was modified more recently than the one on the remote server, the local file replaces the remote. Otherwise, nothing happens.

Download - if the file on the remote server was modified more recently than the one on the local server, the remote file replaces the local. Otherwise, nothing happens.

8. At the Conflict Resolution Policy field, decide what to do if Synchronization Direction is Bidirectional, and the data has changed on both servers since the last sync. Your choices are.

Version on Remote Site Wins - the remote version overwrites the local version

Version on Local Site Wins - the local version overwrites the remote version

9. If desired, select a schedule for when the sync will run automatically. The choices are

None - Don’t set up a schedule. Run this sync profile as needed via the Sync Profile screen‘s Start Now button.

One Time - you specify a start time and date

Hourly - you specify a start date and time. eSync begins on the start date and time, then runs every hour at that time.

Daily - you specify a start time and date; this sync profile will run every day at this time

Weekly - you specify a start time and date. After the start date, this sync profile will run every week on the same day at the specified time.

Monthly - you specify a start time and date (numbers 1 through 31). After the start date, this sync profile will run every month on the same day at the specified time.

Warning! You cannot schedule more than one sync to begin at the same time.

Note: While the following options let you schedule a sync profile, you can sync at any time by accessing the Sync Profile and clicking Sync (). See Also: Running a Sync

Setting up a Profile to Sync Template and Bin Files

Prerequisite:

You created an eSync configuration and ran an initial sync. See Also: Setting Up eSync

1. Go to the Settings > Configuration > Synchronization screen.

2. If you are eligible to add a profile to a configuration, Add Sync Profile appears, as shown below.

3. Click Add Sync Profile (). The Add Synchronization Profile screen appears.

4. At the Synchronization name field, enter a name for this profile.

5. At the Items to Synchronize field, select Templates and Bin.

6. At the Include/Exclude files field, include files not normally synched, or exclude files or directories that are synched by default.

As an example of the Exclude option, assume you do not want to sync Flash (.swf) files. If you check the Exclude button, and enter .swf into the Files field, eSync ignores them.

Note: By default, eSync ignores .config and .txt files.

As another example of the Exclude option, assume you do not want to sync files in the Marketing folder. If you check the Exclude button, and enter Marketing into the Directories field, eSync ignores those files.