This topic is relevant for NextGen Synchronizer only, embedded in Agile Manager's configuration area. For details about the ALM Synchronizer, see for .
NextGen Synchronizer enables administrators to configure defect synchronization between ALM and Agile Manager, directly in the Agile Manager configuration area.
Synchronizer checks ALM and Agile Manager for recent updates in the synchronized items, and updates the other endpoint accordingly. You can configure the direction in which changes are synchronized between the endpoints: from ALM to Agile Manager, from Agile Manager to ALM, or both ways.
Note: Synchronization is available in English only.
Synchronization is defined by links, which you create and manage in the Agile Manager Integrations configuration area. This configuration area is visible only to Integration Administrator users.
Links are created between a pair of endpoints, namely an ALM project and an Agile Manager workspace. You can set automatic synchronizations, or run manual synchronizations to synchronize records between the endpoints.
Each synchronization link defines the following:
Each link synchronizes between a single ALM project and a single Agile Manager workspace. You can create multiple links, as long as each pairing is unique, and one of the endpoints in the pair is different from those in other links. For example, you could create multiple links from the same Agile Manager workspace to different ALM projects.
For system requirements, see Integration Bridge system requirements.
Step | Description |
---|---|
Create Agile Manager and ALM favorites |
Create favorites for Synchronizer to use when looking for new records in ALM or Agile Manager. If no favorite is configured, all records are considered for synchronization. You can perform this step before setting up Synchronizer, or come back and do it later. Tip: We especially recommend creating integration favorites before your first synchronization. Run a simulation using your favorite to verify that synchronization works as you expect. |
Adapt the data in your endpoints | Make recommended modifications to your ALM project and Agile Manager workspace to ensure smooth synchronization. |
Define Synchronizer users | Define both an Integration Administrator user to manage the synchronization links, as well as an Integration Bridge user defined to connect Agile Manager and ALM via the Integration Bridge. |
Install the Integration Bridge |
The Integration Bridge connects between Agile Manager and ALM, and must be installed on a machine that has access to both systems. When configuring the Integration Bridge, enter the Integration Bridge user credentials defined in the previous step. |
Create and edit a link |
Use the wizard to help you define your connection data to ALM, the favorites used to filter data, and the directions in which the endpoints are updated. Then, continue with mapping link fields and field values. |
Run synchronizations |
Run an integrity check to prevent errors during synchronization, and an optional simulation to understand details about the data that will be updated. Run manual synchronizations or enable synchronizations to run automatically. |
Review link summaries and error details |
Review the status of your links and investigate any errors that may have occurred during synchronization. |
Configure Synchronizer notifications | Import a link from ALM Synchronizer | Duplicate a link |
Edit a link's ALM endpoint | Link status reference | Improve synchronization performance |