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How to synchronise my desktop and cloud databases ?

 

Desktop and Cloud Database Access


Schedule it offers 2 different methods to connect your desktop application and cloud database together and each offer very different benefits. You must choose if you want to use a direct connection or a synchronised connection. You cannot use both methods.

  • Direct Cloud Access
  • Desktop and Cloud Synchronised Connection
  • Setup a Direct Connection
  • Setup a Synchronised Connection

  • Synchronising for the first time
  • Synchronising/uploading events
  • Synchronising/uploading users, group and resources
  • Reset cloud account
  • Reset cloud licenses





    Direct Cloud Access


    Using direct cloud access you open a live connection to your cloud database from the desktop menu File/Open/Cloud. No synchronization is needed as every read and write is done live on your database in the cloud.

    Advantages
  • All data is live to both desktop users and users with a browser, no synchronisation is needed.
  • Multiple users of the desktop application can open the same database from any worldwide location.
  • All your data is online not just selected data.

    Disadvantages
  • Depending on your Internet speed the desktop application can sometimes seem slow as data is downloaded live.
  • There is no local database if you lose the Internet connection. You must wait for the Internet connection to be restored before you can continue working.
  • All your data is online not just selected data.




    Desktop and Cloud Synchronised Connection


    Using a synchronized connection to your cloud database allows you to choose what information is sent and when it is sent.

    Advantages
  • You have a local and cloud database for extra backup options.
  • You can still work without a Internet connection then synchronise when the connection is restored.
  • You can choose which information is online and when to synchronise.
  • The desktop application is fast as all data is local and only synchronised when you action it or automatically at timed intervals.
  • Multiple users of the desktop application can open the same local database and only one needs to sync data with your cloud database.

    Disadvantages
  • Information is not instantly live unless you choose to sync on each change or at regular intervals.
  • Other users of the desktop application must have access to your locally stored database.





    Setup a Direct Connection


    To connect directly to your cloud database, Professional licenses are needed for your desktop software and cloud account.

    1, Download our latest desktop software from here (to be up-to-date)

    2, Signup and create an online account from here

    3, Install the desktop software

    4, Start the desktop software and choose Open then select Cloud and enter your cloud login details.

    You are now connected live to your cloud database.

    Note: You must choose if you want to use a synchronised connection or a direct connection. You cannot use both methods.





    Setup a Synchronised Connection


    The information below is for setting up a desktop database with a synchronised online account for remote users. A direct connection is also possible but not discussed in this topic. Please note your desktop database will be upload to your cloud account on our servers.

    If you have problems viewing this video you can also view it at the main YouTube website by clicking this link.



    1, Download our latest desktop software from here (to be up-to-date)

    2, Signup and create an online account from here

    3, Install the desktop software

    4, Start the desktop software and open your existing desktop database or start a new project (file database) including the sample data. You can also add your own data at this point.

    5, From the menu Tools/Options/Internet Web/Web Synchronisation setting, enter your online login details which will have been emailed to you when you created your online account. Then press 'Test' to confirm the connection. Then press OK to save the new options.

    6, Select from the menu Tools/Web Synchronisation to open the synchronisation window. You will be prompted to upload your desktop data to your new online account, Select YES to upload your desktop data and replace all your online data.

    Thats it.

    7, You can now add new events or update existing events and tick the 'Share Online' box in the event window to send or update the event online. Or from the menu Tools/Web Synchronisation open the synchronisation window to upload any local unsent changes or download any changes made by web users.

    From the menu Tools/Options/Internet Web/Web Synchronisation, you can set a timer to auto sync, there are also options to 'Auto Mark Events for sharing' and 'Queue events for future syncing' which I would tick, otherwise every change syncs instantly when you manually tick the share box in an event.

    There are many options for automatic uploading of any or previously synchronised events, the option to preview events as they are download plus much more from the menu Tools/Option/Internet Web/Web Synchronisation.

    Note: As you change and update groups, resources and users these are NOT automatically sent you must choose to upload these changes from the Search window by finding them and choosing to 'Send All Online' with all found results for your groups, resources and users.




    Web synchronisation for the first time


    When you make your first Web Synchronisation from the Tools menu of the desktop software you have the prompt to clear the online database and upload all your desktop data to your online account. After confirming this action all your desktop data is sent online and your online and desktop database are connected. Only future events will be sent online, historical events can be sent manually if required.




    Synchronising events


    Events are marked to be sent online if the 'Share Event Online' tick box is enabled in the event, OR you choose to mark every event automatically by enabling the option 'Automatically mark new events for future sharing online' in menu Tools/Options/Internet/Web Sync. If the event could not be sent immediately you can later synchronize any outstanding event changes from the menu Tools/Web Sync, or by setting the auto sync timer.

    To send historical events, or any events not sent previously, to your online account press the main Search icon on the toolbar to open the Search Window, choose a date range of events that you want to send, then press Search, you can then see the events you wish to send, then from Options button choose 'With ALL results' > 'Send to Web server'.





    Synchronising users, group and resources


    After your initial synchronization, Users, Groups and Resources are NOT sent automatically they must be sent manually. Press the main Search icon on the toolbar to open the Search Window, select the tab Users, Groups or Resources, then press Search, you can then see the items you wish to send, then from Options button choose 'With ALL results' > 'Send to Web server'. This allows you to be selective about the data that is stored online. You can also choose to remove existing online items no longer at the time of uploading.






    Reset cloud account


    If you ever need to delete all your online data and replace it with your desktop data you can do this anytime. Whilst you are logged in to your online account, as an administrator, with a browser, the Admin/Account page shows a check box marked 'Disconnect this online database from your synchronized desktop database'. Checking this box and pressing Update Account will separate your online database from your desktop database. Performing a desktop Web Synchronisation from the Tools menu will again prompt you as if your online account is new giving you the option to upload and replace all data again.






    Online login not working and message 'Online user limit reached/exceeded'


    If you receive the message that your online user limit has been reached then you account has more user names trying to access your account than the number of licenses that have been purchased. Please see this FAQ.
  • 2013-01-02 07:05:43



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