Configure automatic synchronization to trigger Item sync when an Item changes lifecycle state. This automated approach ensures Items are synchronized without manual intervention.
Automatic synchronization can be configured as part of a lifecycle transition action, allowing Items to sync automatically when they reach specific states such as Released or Approved. This method is particularly useful for ensuring that approved Items are immediately available in Fusion Manage. Before configuring automatic synchronization, ensure that the Vault Connector is enabled and property mappings are configured.
Open the Vault Settings in the Vault client:
In the Vault client, go to Tools > Administration > Vault Settings.
The Vault Setting dialog box displays.
Navigate to lifecycle settings:
Select the Lifecycles tab
Select the lifecycle definition that contains the state transition you want to configure
Click Edit to modify the lifecycle
The lifecycle editor displays.
Select the lifecycle state transition:
Locate the state transition that should trigger automatic synchronization
Select the transition (for example, "Work in Progress" to "Released")
Click the transition to view its properties
The transition properties display in the right panel.
Add the synchronization action to the transition:
In the transition properties, locate the Actions section
Click Add Action
From the available actions list, select Sync to Fusion Manage
Configure any additional action parameters as needed
The Sync to Fusion Manage action is added to the state transition.
Save the lifecycle configuration:
Click OK to save the lifecycle changes
Click Apply in the Vault Settings dialog
Click OK to close the Vault Settings dialog
The lifecycle configuration is saved and immediately active for all Items using this lifecycle.
Test the automatic synchronization:
Select an Item that uses the configured lifecycle
Change the Item state to trigger the configured transition
Wait up to one minute for the sync task to process
The synchronization processes automatically without displaying a toast notification.
Verify the synchronization completed:
Check the Item properties to confirm the sync status:
Fusion Manage Link State: Should show Up to Date icon
Fusion Manage Sync Status: Should show Successful
Fusion Manage Synced Date: Should show the current date and time
Review the ADMS Console logs for detailed information about the automatic synchronization.
After configuring automatic synchronization, all Items that undergo the specified state transition will automatically sync to Fusion Manage. This ensures that approved or released Items are immediately available to other teams in Fusion Manage without requiring manual action.