Chapter 3 • Creating Synchronization Links
About Creating Synchronization LinksYou create synchronization links from the Synchronizer client. The link defines synchronization of defects or requirements between Quality Center and another endpoint.
Creating synchronization links involves the following stages:
1Determine basic settings for the link and define its endpoints. For more information, see “Creating Links” on page 45.
2Confirm the basic settings and define additional general settings. For more information, see “Setting Link Properties” on page 50.
3Define whether synchronizations will be run manually, or automatically at regular time intervals. For more information, see “Setting Scheduling Options” on page 54.
4Define which records created in an endpoint are synchronized. For more information, see “Setting Filter Options” on page 56.
5If you are synchronizing requirements, create mappings between requirement types in the endpoints. For more information, see “Creating Requirement Type Mappings” on page 59.
6Define which types of changes to data in an endpoint are synchronized. You can synchronize records added since the previous synchronization, records updated since the previous synchronization, or records deleted since the previous full synchronization. For more information, see “Setting Event Options” on page 61.
7Define how fields are mapped between the two endpoints. You can also map specific field values in one endpoint to fields values in the other endpoint. For more information, see “Creating Field Mappings” on page 66.
8Run an integrity check to verify the settings and mappings for the link. For information on integrity checks, see “Integrity Checks” on page 37. For information on running an integrity check, see “Running Link Tasks Manually” on page 91.
9Save the link by clicking the Save button. Click Yes to confirm. This saves the link and converts it to
again, click the Edit button.
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