Bookshelf v7.5: Synchronizing Repositories

Siebel Analytics Server Administration Guide > Setting Up and Working with a Repository >

Synchronizing Repositories

Use the Administration Tool's Repository Import Wizard to synchronize differences between repositories. This allows you to update and synchronize an open repository's catalogs, users, groups, and variables with those of another repository. When you import objects from one repository into another, the repository from which you are importing must be consistent.

NOTE: This option is not available for repositories that are opened in read-only mode, because they are not available for synchronization or updating.

To synchronize and update a repository

In the Administration Tool, select File > Import from Repository.

In the Repository Import Wizard, select the repository type you want to update from, and then click Next.

The listed repositories belong to one of the following categories:

Repositories that are opened in other instances of the Administration Tool on the same machine. These are identified in the Type column as Siebel Analytics Administration Tool.

Data Source Names (DSNs) for repositories. These are identified in the Type column as DSN.

Repositories in the Repository directory, located in the Siebel Analytics Server software installation folder. These are identified in the Type column as Repository.

NOTE: You can update from only one repository at a time.

Perform one of the following tasks:

If you chose an online update source of type DSN, the Open Online Repository dialog box appears. Enter your Siebel Analytics Server administrator user ID and password. To immediately load all objects when opening the repository, select the option Load All Objects.

This causes all repository objects to be loaded on initial connection rather than when being selected for work. This may slow the initial connection time, but it speeds the execution of other tasks in the Administration Tool.

If you chose an offline update source of type Repository, the Open Offline dialog box appears. Enter your Siebel Analytics Server administrator user ID and password.

If you chose an update data source of type Siebel Analytics Administration Tool, you will not be prompted for logon information.

From the drop-down list at the top of the Repository Import Wizard—Objects to Update dialog box, select the category of objects you want to update.

Objects appear in the left pane of the dialog box. Depending on the category of objects you selected, different buttons allow you to specify how you want to add objects.

Do one of the following:

When you select the Catalogs category, the presentation catalogs appear in the left pane and the Add with Children button becomes active. Click the button to add the presentation catalogs to the right pane. Presentation catalogs are always added with all their child objects, and all associated objects, from the Presentation layer to the Physical layer, will be updated and synchronized.

When you select the Groups category, you can click Add to update and synchronize only the group, or the Add with Children button to update and synchronize the group and all the groups that are below it in the group hierarchy, or the Add with Parents button to update and synchronize the group and all groups that are above it in the group hierarchy. (You can view group hierarchies from the Security Manager.)

When you select the Users category, the buttons that will become active depend on the user selected in the left pane. For example, if the highlighted user belongs to a group, the Add with Parents button will become active. You can click the Add button to update and synchronize only the user, or the Add with Parents button to update and synchronize the user and the user's parent group. (You can view information about group membership from the Security Manager.)

When you select the Variables category, the defined system and session variables appear in the left pane. You can click the Add button to update and synchronize only the variable, or the Add with Parents button to update and synchronize the variable and any parent variables on which it depends.

You can repeat this step until you have added all the object you want to synchronize and update.

If the objects to be updated and synchronized need to be checked out, the Check Out Objects screen appears.

Click Next to continue.

The Finish screen displays the repository objects that will be updated and synchronized.

Click Finish to complete the update and synchronization process.

The Repository Import Wizard closes automatically. If the Administration Tool is open in online mode, you will be prompted to check in the changes before closing the repository.