Sync Dashboard: Difference between revisions
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# Save your configuration changes. | # Save your configuration changes. | ||
# On your entities, set '''Conflict Strategy''' to '''Manual Action'''. | # On your entities, set '''Conflict Strategy''' to '''Manual Action'''. | ||
# Mobile Audit of synchronization must be enabled | # [[Auditing|Mobile Audit]] of synchronization must be enabled. | ||
# Save and publish your project. | # Save and publish your project. | ||
Revision as of 10:40, 19 July 2019
Data synchronization is one of the most important features of Resco's mobile applications. Sync Dashboard is a monitoring tool that allows administrators to see how your apps and users behave in terms of synchronization.
Sync Dashboard gives administrators full overview of synchronization details, and you can filter the information according to chosen preferences. Some of the questions that Sync Dashboard can answer:
- How many of your users have synchronization errors?
- How long does each synchronization take?
- How many of your users perform incremental syncs, how many full synchronizations?
- How many records are being synchronized at once?
- What's the average length of synchronization?
- What are the sync errors?
Enable logging of synchronization data
This feature requires collecting information from mobile apps. It must be enabled in Woodford:
- Edit an app project.
- Select Auditing from the Project menu.
- Check Enabled to enable auditing in general.
- Check Log synchronization event.
- Save and publish your project.
Once your users update their application, auditing information about synchronization will be collected and available for further analysis in the dashboard.
Conflict resolution
This feature introduced in the Spring 2019 release allows you to view and resolve synchronization conflicts from the Sync Dashboard. If you want that conflicts are resolved by administrators rather than mobile users, enable this feature using Woodford:
- Edit an app project.
- Select Configuration from the Project menu.
- Set Log Conflict Details to True.
- Set Remote Conflict Resolution to True.
- Save your configuration changes.
- On your entities, set Conflict Strategy to Manual Action.
- Mobile Audit of synchronization must be enabled.
- Save and publish your project.
Accessing the dashboard
Sync Dashboard can be started from the management console of your CRM:
- Using a web browser, log in to your CRM.
- In case of Salesforce, log in to salesforce.resco.net.
- Launch the dashboard:
- For Resco CRM server, select Sync Dashboard.
- For Dynamics, select MobileCRM > Sync Dashboard.
- For Salesforce, click Open Sync Dashboard.
Using the dashboard
The dashboard screen is divided into three sections:
- Filter (top)
- You can restrict displayed data using the following criteria:
- Set start and end date
- Select a single user
- Select synchronization type (full, incremental, or both)
- Select device operating systems (iOS, Android, Windows)
- Select sync results you want to see (successes, errors, warnings, tips, conflicts)
- Synchronization details (center)
- Displays the selected users and devices, including synchronization times for a given period
- Session view: general overview
- Day view: similar to session view, but broken down per day
- Device view: results are further broken down to each device
- List of all user logs with details (bottom)
The displayed synchronization data can be exported to a file in .CSV format.