process4.biz 7.x Documentation

features description for Process4.biz

Configure synchronization

Configure synchronization

Important notice!

Before configuring SharePoint synchronization makes sure that timezone is set correctly in SharePoint site settings (client and SharePoint must be set to the same timezone). This requirement is no longer needed for p4b v.7.0.3 and higher.

To use synchronization with SharePoint site user need to configure synchronization and create synchronization rules. To make this settings use ’Configuration of SharePoint Synchronization’ wizard.

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In the wizard SharePoint connection information has to be specified. Select the SharePoint site from the dropdown menu. If the site used as diagram storage it will be marked by . After that, user needs to set the rule of synchronization for selected site. To create new rule select corresponding field in the wizard window and click Next button.

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In the next window of the wizard, enter the name of the rule and select language of synchronization.

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Then the window where user can configure the synchronization will open. The tree of available items and its properties are represented in the left part of the window.  Synchronization properties of selected item from the left part are represented in the right part of the window. Objects, Files, Diagrams (in this case the Diagram Storage has to be changed to the SharePoint library) and Object links can be synchronized.

  • Data: list of all available for synchronization object classes (objects of selected class will be synchronized along with properties).
  • File: list of all available for synchronization file classes (files of class will be synchronized along with properties; file data will be stored in SP). Any file class can be synchronized only by one rule, after it is included in any rule it will be not listed in any other rule setup.
  • Diagram: list of all available for synchronization diagram classes including system diagram class (properties of selected diagrams will be synchronized, diagram files is stored in SP). Note: The diagrams are represented in the synchronization rule list only if SharePoint is used as diagram storage.
  • Link types: list of all available for synchronization link types (object links of link type will be synchronized along with properties of association object).

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There is a list of property groups for files, diagrams and each class or link type. Each property group contains list of user-created properties (along with ’Name’, ’Description’ and for objects there is additional property ’Unit’) of objects\files\diagrams that will be synchronized for selected class, or for link type – properties of association object along with ’To’ and ’From’ property of a link.

User can specify additional synchronization properties (Synchronization properties on the right part of the window). To specify new property select element in tree and then set the following properties:

For classes and link types:

  • Direction: to specify direction of synchronization for items of selected class\link type:

    • Process4.biz => SharePoint: all data will always be transferred from Process4.biz to SharePoint. Any item in SP that has not been synchronized previously will be ignored (and even deleted from SP list), any deleted from Process4.biz item will always be deleted from SP and any new item in Process4.biz will be created in SP.
    • Process4.biz <= SharePoint: all data will be always transferred from SharePoint to Process4.biz. Any item in Process4.biz that have not been synchronized previously will be ignored, any deleted from SP item will always be deleted from SP and any new item in SP will be created in Process4.biz.
    • Process4.biz <=> SharePoint: any item from Process4.biz that has not been synchronized will be created in SP. Any item from SP that was not synchronized will be created in Process4.biz. For already existed sync relation between Process4.biz item and SP item direction will be determine based on last modification time and last sync time. Item with nearest modification date will be used as From.
  • Unit: specify unit for synchronization. This property available only for object classes and allow to select any unit where current class is available. During synchronization if unit is selected, only objects stored in that selected unit will be synchronized, only properties that are available in that unit will be synchronized, and new object will be created in that unit. If unit does not actually contain current class then all objects of that class will be synchronized with all properties, and new objects will be created in a unit, where current class is stored.

  • SP Pause the workflows:  can be set to the True or False. This property states if the workflow in SP should be paused during synchronization.

  • SP Condition Property DbName (SP): name of a field in SP list, value from which will be used as a bool to determine if SP item should be synchronized or not. If valued of that field of that item is true, then synchronization can proceed.

  • SP Condition Property DbName (DB): db name of a property of P4B item, value of which will be used as a bool to determine if P4B item should be synchronized or not. If valued of that property of that item is true, then synchronization can proceed.

For properties:

  • Direction:to specify direction of synchronization:

    • Inherited: direction will be taken from class\link type.
    • P4B => SharePoint: all values will go from P4B to SP.
    • P4B <= SharePoint: all values will go from SP to P4B.
    • P4B <=> SharePoint: direction will be determined based on modification and synchronization dates.
  • Auto-update in SP: if that flag is set to the true , then on change of synchronization configuration or on running of synchronization field in SP list for that property will be updated to be in a sync with editable, required, visible properties of that property along with list for selection (for properties like enum).

To change the values of the properties it has to be selected in the first column.

Default property mapping

There are some predefined Process4.biz properties to SP field mapping. This properties cannot be turned off for synchronization, while some of them cannot be changed to:

  • Process4.biz Name property of objects and diagrams (and also for links, if that link has association object) by default mapped to Title SP field.

  • Process4.biz Name property of files is mapped to FileLeafRef SP field and this cannot be changed.

  • When SP Approval management is used, there is also following properties:

    • Process4.biz ApprovalStatus property of diagram is always mapped as _ModerationStatus SP field and this cannot be changed;
    • Process4.biz ApprovalComment property of diagram (if it is enabled in Approval management) is always mapped as _ModerationComments SP field and this cannot be changed.

Restrictions on synch directions

Not every item can be synchronized in any directions. There are some restrictions:

  • Any Approval management property for diagram, if SP Approval management is used, can be synchronized only in Process4.biz <= SP direction;
  • Approval Status property if Builtin Approval management is used, can be synchronized only in P4B => SP direction;
  • Unit property (one that represent a container for object) can be synchronized only in P4B => SP direction;
  • Properties with type formula can be synchronized only in P4B => SP direction;

Linked Element Selector property restrictions

There are some restrictions on Linked Element Selector property to be able to synchronize it:

  • it should have exactly one class specified;

  • to be able to update that property value in P4B, this property should be updatable in P4B property grid:

    • if that property select diagrams, then it should select linked diagrams, not used on diagrams, and owner object of that property should be a data object;
    • if this is a property for links between data objects, then exactly one link type should be specified, link type should not have automatic association and there should be no more than one association object;

Links synchronization restrictions

To be able to enable synchronization of link type following should be satisfied:

  • To, From classes of that link type should be enabled for synchronization;
  • If link type use association class, that class should be enabled for synchronization too;
  • There should be exactly one Link Type Rule that allow linkage of that link type between exact To and From classes.

Manual execution

User can carry out synchronization for any synchronization rule by running a ’Synchronize with the SharePoint’ wizard.

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To run the synchronization user need to select the SharePoint site from the dropdown menu and to specify the synchronization rule.

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For files synchronization has to be checked function ’Move the local files to the SharePoint document libraries’. When enabled for synchronization file class contains files that are not actually linked to files in the selected document library, then such files won’t be synchronized. By enabling the function ’Move the local files to the SharePoint document libraries’ (tick the checkbox), all such files will be uploaded to the SharePoint (if user has access to this files). 

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In the next window user can specify credentials for synchronization. In addition, user can choose to use site credentials if it was allowed in SharePoint site settings. In this case, credentials that was specified when site was created will be used during synchronization. User can provide his own credentials that will be stored for future use for that site (and can be managed in Manage SP passwords wizard). In the Modeler icons of synchronized objects will be marked by red line  329493

Automatic synchronization

Currently automatic synchronization performs only for diagrams and in some way for files. (No objects and links because they can be used in as many sync rules as anyone like, so without a way to select what exactly to run, synchronization can become an issue).
If automatic synchronization is enabled, then when ‘Refresh’ button is pressed in modeler diagram synchronization is executed.
Automatic file synchronization work in a way that when user creates a file in class where SharePoint synchronization is enabled, that file is automatically uploaded to SharePoint and file from P4B will point to that file from SP.

When diagram is opened or saved, synchronization of that single diagram is executed. If diagram, that is being saved, contain shapes of objects for classes of which SP AutoBinding is enabled in diagram sync rule, then synchronization for that diagram sync rule is executed.

All of these automatic synchronizations does not provide possibility for user to enter credentials for site. Following rule apply to credentials selection:

  • site credentials will be used if site allow to use its credentials and any of the following is true:
    -user credentials does not exist;
    -last time user execute synchronization he choose to use sites credentials;
  • user credentials will be used in one of the following case:
    -site does not allow to use its credentials;
    -last time user runs synchronization he choose to use his own credentials.