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TipBefore you start, check that your source data is as 'clean' as possible

 

Sync connects your raw data sources to Phocas, making the data available to in Designer and ensuring updates to the source data are reflected in Phocas.  synchronising updates at scheduled intervals. If you already have synced data to work with, go straight to the next step.

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Installing Sync 

If you have not yet installed Sync, you can download it here download it The current version of the Phocas Sync installer can be downloaded here

Once installed, locate the PhocasSync application and open it. We recommend you tick 'Set up file association' for .sync files.

 

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Viewing Sync sources in Phocas

Sync sources screen

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Sources listed in designer

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More information

  • Note: Sync does not append under the same configuration name. That is, If there are 10 files already Synced under the name ProjectX, and you want to add 3 more, then you must Sync all 13 files. If you only sync 3, then you'll only get three, and the original 10 will be removed from the cloud.

Edit columns

If individual files are to be synced, there is some ability to edit prior, as follows:

  • Renaming headings
  • Changing the data type (text, number, date/time, boolean, unicode)
  • Setting a field length

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After editing, an asterisk will appear in the Edit Columns column in the Data Items tab.