Performing Synchronization

There are two ways to perform synchronization:

Full synchronization

Running full synchronization will synchronize the devices programmed on the telephone system and enable you to review all devices, and, optionally, exclude any devices, before committing changes to YourSite Explorer.

Telephone system settings synchronization

Running telephone system settings synchronization will read the current telephone system settings and enable you to view any errors or warnings related to the telephone system configuration.

NOTE:

In order to use Synchronization to synchronize the YourSite database with resilient, Network ACD, and clustered telephone systems, you must enable the SDS Directory synchronization option on all of the telephone systems in your enterprise.

As a best practice, we recommend all new installations run Full synchronization to ensure the telephone systems in your enterprise are synchronized with the YourSite database and that there are no critical telephone system programming errors.

You must program your 3300 ICPs and perform synchronization before you can configure telephone system assignment form options in YourSite Explorer.

We recommend you do not exchange the reporting number of one device with that of another device.

Synchronization will not synchronize a device being added to the YourSite database with the telephone system if the device has the same reporting number as an existing device with a different dialable number.

If you are synchronizing a single telephone system, agents and queues must be programmed on the same telephone system. Single node synchronization can disassociate agents and queues if agents and queues reside on separate telephone systems.

If you are running 3300 ICP Release 9.x or earlier and you synchronized your network ACD assignments and/or resilient agents using OPS;Manager, you must synchronize all of the 3300 ICPs in your enterprise, Otherwise, agent group and queue group associations will be lost.

To perform full synchronization

In YourSite Explorer, under Enterprise, click Media servers.

Select a 3300 ICP media server from the list.

Click the Telephone system tab.

In the ribbon, specify the settings to use with synchronization.

See Specifying synchronization settings.

In the ribbon, click Run.

The Synchronization window opens.

Select the media servers to synchronize.

Ensure Full synchronization is selected.

If this is the first time you have run synchronization, click Synchronize and continue to step 11. If you have already run full synchronization, click Next.

Optionally, select the telephone system media servers and devices to include with synchronization.

All media servers and devices are selected by default.

Specify how you would like to proceed with synchronization:

Synchronize—selecting this option will synchronize the devices programmed on the telephone system and enable you to review all entries and optionally exclude any devices before committing them to YourSite Explorer. If you select this option, continue to step 11.

Save settings—selecting this option will save the device settings you specified to be used for the next scheduled or on-demand synchronization. If you select this option, the synchronization window will close.

Cancel—selecting this option will cancel the synchronization. No changes will be made to the YourSite database or the telephone systems. If you select this option, the synchronization window will close.

Auto commit—selecting this option and clicking Synchronize will synchronize the devices programmed on the telephone systems and automatically commit them to YourSite Explorer. There will be no opportunity for you to review the entries and optionally exclude any devices before committing them to YourSite Explorer.

When the synchronization report displays, you have the following three options:

Commit—selecting this option will commit the specified changes and synchronize telephone system devices with YourSite Explorer.

Cancel—selecting this option will cancel the specified changes. No devices will be synchronized and the synchronization window will close.

Edit—selecting this option will rerun synchronization and enable you to modify the devices to be included in synchronization. If you select this option, return to step 9.

If this is the first time you have run synchronization, any telephone system errors and warnings will display in the synchronization report. You can correct any errors or warnings found in this report by clicking Edit, clicking the Telephone system settings tab and changing the telephone systems settings to the recommended settings. If this is not the first time you have run synchronization, the synchronization window will close once it is complete and you can review any telephone system setting errors and warnings on by selecting a media server in YourSite Explorer and clicking the Telephone system settings tab.

To perform telephone system synchronization

In YourSite Explorer, under Enterprise, click Media servers.

Select a 3300 ICP media server from the list.

Click the Telephone system tab.

In the ribbon, specify the settings to use with synchronization.

See Specifying synchronization settings

In the ribbon, click Run.

The Synchronization window opens.

Select the media servers to synchronize.

Ensure Telephone system settings is selected.

Click Synchronize.

The Synchronization report window will open and display the progress and status of the synchronization. Once synchronization is complete, any telephone system errors and warnings will display in the synchronization report. You can correct any errors or warnings found in this report by clicking Edit, clicking the Telephone system settings tab and changing the telephone systems settings to the recommended settings.

↑