Kofax Communications Manager Designer > Work with KCM Designer > Synchronize data between projects

Synchronize data between projects

In KCM Designer, you can synchronize data between a source project and a target project. Synchronization takes the changes made to published objects in the source project and applies them to the corresponding objects in the target project. You can add additional objects in the target project. These additions are not lost.

You cannot synchronize projects when you are working in a Changeset.

The following objects are always included in synchronization. The target project should not contain any of these objects with In development status.

  • Data Backbone
  • Field Sets

    Synchronization does not update already existing Fields. It only adds new Fields. Synchronization only adds Field Sets used in the Data Backbone.

  • DIDs

    Synchronization only includes compiled DIDs. DID documents are not included. For more information on DIDs, see the Kofax Communications Manager DID Developer's Guide.

  • Libraries

    In the target project, the only status that a Libraries object should have is Published.

The following objects are optionally included in synchronization:

  • Text Blocks
  • Content Wizards, including Text Block Lists and Forms
  • Document Templates

    Document Templates are only updated and/or added when the underlying Master Template exists in the target project. Otherwise, Document Templates are omitted in synchronization.

To synchronize two projects, follow these steps:

  1. Click the target project and navigate to Data.
  2. Locate the Data Backbone object, click it, and then click Synchronize from project in the Other Actions pane on the right.
    The "Synchronize from" window appears.
  3. Select the source project to synchronize the data from.
  4. Select the type of objects to copy from the source project to the target project.
    If you do not need to synchronize existing Document Templates, select Only synchronize new Document Templates. If you do not select this option, changed Document Templates are also synchronized.
  5. From the Target status list, select the status that the objects will receive in the target project.
    Synchronization overwrites changes in the target project. Ensure that you have a backup of the target project, so that locally changed content is not overwritten.
  6. Click Synchronize.

    Synchronization only happens if the two Data Backbones are compatible: all nodes of the Data Backbone of the target project must be present in the Data Backbone of the source project. However, you can extend the Data Backbone of the source project to ensure that all Data Structures that you were working with are still present after synchronization. New Data Structures might have been added during synchronization.

    Synchronization does not update objects in the target project that reside in an active Changeset. If it encounters such an object, synchronization is aborted.

    Also, if synchronization encounters other problems when updating an object, the process is aborted, and no changes are made to the target project.