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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 parameters.

  1. Double quotes

can not

  1. cannot be used

in values

  1. .

 

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Parameters can then be used
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Using parameters as values in supported types

- e.g. defining a database connection:
 

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Parameter substitution

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“

* Examples of 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 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

-

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"

 

substituting a number of

ID, Address"

Multiple parameters

You can substitute several parameters for a range of data

items Example of arguments as entered into the arguments

items.

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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
db
source 
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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