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Specifying parameters that can be used in SQL queries, connection strings and file paths allows you to use a single Sync file for multiple 'organisations' in Phocas. These

When you are adding a file, directory or SQL data item to Sync, you can specify parameters to use the Sync file for multiple organizations in Phocas. The parameters are passed to Sync

, with the result that the same

and as a result, the information structure is sent to

a different organisationSelect

other organizations. 

Data item types that reference parameters

  • SQL
  • File
  • Directory.

Defining parameters

  1. In Sync, select the Parameters tab

in Sync

  1. .

Select the Add button to create a new parameter

  1. Click Add.

  2. Enter the parameter name

and a value into the table, noting that:

  1. . Parameter names are alphanumeric only. Special characters

can not

  1. cannot be used.

  2. Enter a value. Values can not contain

other parameters ???  or double quotes. anything else?

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Parameters can then be used

  1. parameters. Double quotes cannot be used.

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Using parameters as values in supported types

- e.g. defining a database connection:Image Removed

Example of use: Connection string 

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Example of use: SQL

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Parameter substitution in scheduled Syncs

You can substitute different values for defined

parameter

parameters via scheduled Syncs (SyncCLI).

Individual parameters

To substitute a parameter value, the “-p” switch is used, followed by the parameter name and quoted value. The quoted value is only used for the duration of the session, i.e. the original value defined in Sync remains unchanged.

-p:parameterName “newValue”

-p:server ”localhost“

* The

Note if a parameter name contains spaces, it must also be quoted:

“-p:My Server” “localhost”

“-p:Test Database” “Testing”

 

 

Example format for

using

substituted parameters:

Path to sync file:

-

r "c:\temp\new sync\sqlparameters.sync"

Server connection switches:

-user "phocas"

-password "phocas"

-service "http://localhost"

-source "ParametersBro"

Substituted Parameters

-

p:server:

“localhost“

“DatabaseServer“

-p:database "

phocas_testing_sales

Sales2016"

-"p:db table"

entity_1

"Sales Customers"

-p:columns "

cat_3,cat_4,cat_5"

 

Example of a scheduled Sync substituting a number of

ID, Address"

Multiple parameters

You can substitute several parameters for a range of data items

(formatted for readability):-r "c:\temp\new sync\multipleparameters

.

sync"

-user "phocas" -password "phocas" -service "http://localhost" -source "SyncParamsFile"

-p:server "localhost"

-p:database "phocas_testing_sales"

"-p:My source table" "entity_1"

-p:columns "cat_3,cat_4,cat_5"

"-p:sales directory" "C:\temp\Sales"

-p:filePath "C:\temp\Customers.txt"

 

Example of arguments as entered into the arguments

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These multiple parameters can be entered in the Arguments field in a scheduled task:

Code Block
theme
Midnight
-r "c:\temp\new sync\multipleparameters.sync" -user "
phocas
John User" -password "
phocas
myPassword" -service "http://
localhost
company.example.com" -source "
SyncParamsFile
Sales" -p:server "
localhost
DatabaseServer" -p:database "
phocas_testing_sales
Sales2016" "-p:
My source
db table" "
entity_1
Sales Customers" -p:columns "
cat_3,cat_4,cat_5
ID, Address" "-p:sales directory" "C:\temp\Sales" -p:filePath "C:\temp\Customers.txt"

Iterations

The Iterations option in the Sync setup is an advanced option that we recommend you use in consultation with a Phocas consultant. It’s useful in the case of multiple customer data sources, particularly multiple ERPs, linked to one Phocas site. Typically, these data sources are identical, except for having unique credentials and one or more different parameter values. As the setup is almost the same for each source, you can add iterations to the Sync process. This iterative approach removes the need for separate configuration files and makes the Sync setup quicker and less complex.

Each time Sync is triggered, all items are processed for each iteration, in order, with the default parameters being overridden by the iteration parameters.

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