MarkView Administration > MarkView Administration menu > AUSS Mapping Administration > About using AUSS > Synchronization > Manually synchronize the source system and MarkView after initial synchronization

Manually synchronize the source system and MarkView after initial synchronization

To synchronize MarkView users with AUSS:

  1. Log in to MarkView and navigate to Administration > AUSS Mapping Administration.
  2. Ensure that your Source System Group to MarkView Profile mappings are correct and complete.
  3. If you want to synchronize all users manually, navigate to Synchronization and click Synchronize.
    1. Determine whether or not to overwrite your manually created MarkView user information with user information from Active Directory or Oracle. If you select Override manually created MarkView users, this option replaces the MarkView user information with the Source System user information provided that the following conditions are met:

      • A user exists in both MarkView and Active Directory or Oracle

      • A user is enabled and active in Source System

      To overwrite your MarkView user information, select Override manually created MarkView users. The synchronization replaces the MarkView user information with the Source System user information for any user who appears in both places. Unless you select the Force full synchronization option, AUSS will process only users added/updated since the previous synchronization or users that belong to updated Source System Groups. The Override manually created MarkView users option affects only the users to be processed in the current synchronization session.

      To keep your existing MarkView user information, clear Override manually created MarkView users. The synchronization keeps the MarkView user information for any user who appears in both places.

    2. Select a synchronization method:

      • Synchronize all Source System users: Updates all users that have a valid record in the ERP system. For incremental synchronization, adds/modifies all Source System users that were added/updated since the previous synchronization or belong to updated Source System Groups. For full synchronization, adds/modifies all Source System users even if they do not belong to any Source System Group configured in AUSS.

        Note Full synchronization is performed initially. All subsequent synchronizations are incremental, unless you select the Force full synchronization option.

      • Synchronize only AUSS managed users: Updates only such Source System users that have at least one assignment to a Source System Group. For incremental synchronization, adds/modifies Source System users that belong to updated Source System Groups. Modifies only the updated users who already exist in MarkView. For full synchronization, adds/modifies only the Source System users that belong to at least one Source System Group configured in AUSS.

    3. Select Force full synchronization if required.
      Note

      • If Force full synchronization option is disabled, the synchronization will only capture changes since the previous synchronization. If any user information is missing and is not re-captured the next time you synchronize, use Force full synchronization to synchronize all the differences between Source System and MarkView according to the current AUSS settings. During the full synchronization AUSS also disables all the users who are currently inactive in Source System and removes manual assignments to groups and roles for other users.

      • If you use Oracle EBS as a Source System and Role Based Access Control (RBAC) is configured in Oracle EBS, incremental synchronization will not track Role Hierarchy changes correctly because Oracle EBS does not track such changes. For example, if a user has Role A and Responsibility B is connected to this role, the user will indirectly have Responsibility B and the respective record in the database. However, if Responsibility B is deleted from Role A in Role Hierarchy, the respective record for the user will not be end-dated but completely removed in Oracle EBS, so incremental synchronization will not be able to track such a change. In this case, use Force full synchronization option to synchronize all the differences including indirect responsibilities deleted as a result of Role Hierarchy changes.

  4. To manually synchronize a specified user, click Synchronize one user. If you choose this type of synchronization, the selected user will be removed from any groups and roles manually assigned in MarkView. To remove manual assignments for a MarkView-created user (a manually created user with a valid record in the ERP system), also select the Override manually created MarkView users option (see Step b below).
    1. In the Start User Manual Synchronization window, start typing the name of the user you want to synchronize and select the user in the drop-down list.

      You can only synchronize one user at a time.

    2. Determine whether or not to overwrite your manually created MarkView user information with user information from Active Directory or Oracle. If you select Override manually created MarkView users, this option replaces the MarkView user information with the Source System user information provided that the following conditions are met:

      • A user exists in both MarkView and Active Directory or Oracle

      • A user is enabled and active in Source System

      To overwrite your MarkView user information, select Override manually created MarkView users. The synchronization replaces the MarkView user information with the Source System user information for any user who appears in both places.

      To keep your existing MarkView user information, clear Override manually created MarkView users. The synchronization keeps the MarkView user information for any user who appears in both places.

  5. Click Start sync to start synchronization.