IBM SC34-4499-03 manual Performing reconciliation

Performing reconciliation

The Reconciliation facility synchronizes the data in the TeamConnection family and the Notes databases that use it. The reconciliation facility is an agent that should be run regularly. As a default, reconciliation is activated during Setup. It can be run on an established schedule that you set up, or manually when needed. We suggest that the reconciliation facility be set up to run after your regular TeamConnection build completes.

To run reconciliation on a regular schedule, the scheduled reconcile agent needs to run on either your Notes server or a Notes client using a replica of the server database. In either case, the TeamConnection client must also be available to the server or the client where reconciliation is scheduled to run. Typically, an administrator will set up this client to run automatically on his or her own workstation.

You must be assigned the role of Administrator to activate the reconciliation facility. In addition, for the Notes client that will run the agent, the local user preferences (available from File->Tools->User Preferences) must have Enable local scheduled agents checked.

To Activate Reconcile, verify that Yes, the default, is selected in the Customization setup. To activate the reconciliation facility on a Notes client, do the following:

1.Using standard Notes replication procedures, create a replica of the server database on the desired Notes client.

2.Verify that the Notes user is enabled with a Role of Administrator.

3.Make sure replication is active between the local replica and the server.

4.Select the local replica database icon using mouse button 2 and select Go to Agents from the pop-up menu.

5.Open the Reconcile Notes and TeamConnection option that has a trigger value of Scheduled.

6.The Options button will provide details about the named reconciliation. Select the Schedule button.

7.Supply values for the ®elds on theSchedule window that meets the needs of your team, and then select OK.

8.Select File->Save.

9.Check the agent's box. Provide a server name in the Choose Server To Run On window. Use Local if you are running the agent on your Notes client.

10.Select the OK push button.

The result is that reconciliation will be performed between your local replica Notes database and TeamConnection. Any changes to Feature or Defect documents will be replicated to your server Notes database.

To enable and run the reconciliation facility manually, select Actions->Reconcile Notes and TeamConnection from any database window.

118User's Guide