Synchronize Data Access Sets

Use the Synchronize Selected Data Access Set scheduled process to synchronize the selected hierarchy members in the data access sets with the hierarchy members in plan inputs.

Use the Synchronize All Data Access Set scheduled process to synchronize all hierarchy members in the data access sets with the hierarchy members in plan inputs.

These two jobs can be submitted from the actions list of the Data Access Set in the Administer Planning Security UI. Synchronize All Data Access Sets can also be submitted from the Scheduled Processes work area.

When to Use

Use the process when you want to synchronize a selected data access set data or synchronize all data access data when there is a member change in a hierarchy or level for the objects-related conditions defined under the data access set. For example, if the data access set condition is based on a category and if new items are added to this category, then you need to run this process to update the data access set with the revised list of items.

Privileges Required

  • Administer Planning Security (MSC_ADMINISTER_PLANNING_SECURITY_PRIV)

Specifications

Review the following before setting up this scheduled process:

Specification Description
Job Type Ad hoc or scheduled
Frequency As and when required
Time of Day After work hours is preferred, but can be submitted any time based on your requirements. It’s recommended to not run the process while users are working on the plan.
Duration Typically takes a few minutes. However, based on data and other conditions, the time may vary.
Compatibility Only one instance of the job should be running at any one time.

Parameters

No parameters are required when you use the Synchronize Data Access Sets scheduled process.

Troubleshooting Information

  • You can view the status of the two jobs in the Scheduled Processes work area.
  • When the program is submitted, you can Resubmit, Put on Hold, Cancel Process, as provided by the Scheduled Processes work area.
  • For a long-running Synchronize Data Access Sets process that appears to be stuck and not finishing, click on the Cancel Process button and then re-submit the process.
  • If the job fails:
    • Review the error messages in the log file.
    • If the reason for failure isn’t clear from the logs, as a next step, review finer details in diagnostic logs with the help of product support.