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Org Synchronization

Org Synchronization

The Org Synchronization provides a mechanism to export single data or all content items, from a source to a target data storage effortlessly thereby establishing consistency among data.

When you move changes from source org to a production org, the metadata types would be the same. But when you make changes in the production org, there would be inconsistency between the source org and production org. Org synchronization helps you compare the differences between the objects, so you can add or delete an object or a metadata type and make sure that both the Orgs are in sync.

Once you start the process of Org sync, you can navigate or work on the rest of the tool and come back to the Org sync to check the Org synchronization status.

 

Accessing Org Synchronization page

To view the Org Synchronization page:

  1. Log in to your AutoRABIT account. Then, go to your Deployment Menu, then click on Org Synchronization page.
  2. On the next page, you can find list of labels along with Orgs Difference & Synchronization History reports.

  1. You can also filter the label results using the filtering mode (49.png) in Org Synchronization page.

 

Actions associated with Org Synchronization

Several actions can be performed in the Org Synchronization page.

  • Launch a new Org Synchronization process
  • View a synchronization information of the label
  • Delete a Org Label
  • Schedule the Label process
  • Run a synchronization process
  • View various reports.

 

A. Launch a new Org Synchronization process
  1. In the Org Synchronization homepage, click on Get Org Differences at the top right corner of the screen. The following screen appears.

50.png

  1. Give the operation a Label Name.
  2. Select a Source and Destination Org.
  3. If you do not wish to include baseline Managed Package changes, kindly check the Exclude baseline Managed Package changes box.
  4. Next, click Get Differences. Metadata types along with their members are displayed for each selected org.
  5. Here you can filter the search results using the advance filtering mode. Click on filter icon 49.png.

51.png

  1. Exists in Source or Destination: This option would display the metadata members that exist in source or destination.
  2. Exists in Source: The metadata members that exist in the source only get displayed.
  3. Exists in Destination: Selecting this option would display the metadata members that exist in the destination only.
  4. Selective Metadata Retrieval (Exists in Source & Destination): The metadata objects that exist in both source and destination get displayed.
  5. Selective Metadata Retrieval (Exists in Source or Destination or Both): Selecting this option would display the metadata objects that exist in both source or destination or both.
  1. Once done with the filtration, choose the metadata types and its members. Click on Expand/Collapse All to view metadata members of a metadata type.
  2. If you wish to add or delete any metadata types/ members to destination org, click on Add to Destination Org or Delete from Destination Org.
  3. Click on Choose Apex Tests. On the next pop up screen, choose an apex tax class from the Test Level drop down field. By default, you have 4 tax class to choose from:
    1. No Test Run: Build is deployed without running any test cases.
    2. Run All Tests in Org: All tests are run. The tests include all tests in your organization, including tests of managed packages.
    3. Run Local Tests: All tests in your organization are run, except the ones that originate from installed managed packages. This test level is the default for production deployments that include Apex classes or triggers.
    4. Run Specified Tests: This option allows the user to run specific Apex test classes post deployment.

52.png

  1. Optionally you can validate the synchronization process, to check if the Org Sync will be successful or not. Select the metadata members that you want to sync and click Validate Deployment.
  2. The subsequent window will show the selected metadata members and their corresponding status, which will give you a view of which members can be synced successfully.

  1. Once you are done with the validation of the deployment (which is optional), select the metadata types and click Sync Orgs. After the sync is completed, the details of the latest sync can be seen on the home screen.

 

B. View a synchronization information of the label

To view the detailed synchronization information of any label;

  1. In the Orgs Difference & Synchronization History page, click on Info icon (53.png) to view synchronization information of the label.

54.png

55.png

 

C. Delete a Org Label

To view the detailed synchronization information of any label;

  1. In the Orgs Difference & Synchronization History page, click on Delete icon (46.png) to delete a label. A confirmation message is displayed asking whether you want to delete the label. On confirmation, the process is deleted.

 

D. Schedule the Label process

Set up when you would like to carry out the org synchronization process. On the scheduled date and time, the org synchronization process run automatically and voilla you have a repeating schedule.

  1. Click on schedule icon (56.png) in the Orgs Difference & Synchronization History page.

57.png

 

E. Run a synchronization process

To start the org synchronization process, click on run icon (58.png) in the Orgs Difference & Synchronization History page.

 

F. View Reports

There are several reports you can view which was generated while performing synchronization process:

  1. Org Difference Report (59.png): This gives you a summary report on the org difference between two orgs. It even allows you to edit your field i.e., add/delete metadata members to the destination org and carry out org synchronization process.
  2. Deployment History Report (60.png): It allows you to view the deployment history report. To do so, click on the History icon in the Org Synchronization section.
  3. Deployment Log (61.png): View a detailed log of the deployment.
  4. Deployment Warnings (62.png): View the warning reports occurred if any during the process.
  5. Destructive Report (63.png): To get details of the destructive changes, click on 63.png icon under Org Synchronization Reports section.
  6. Deployment Report (59.png): This gives you a detail report on the deployment.
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