Configure sync rules

Sync rules control which Vault Items sync to Fusion Manage. They also control what data the connector sends. First enable the Vault Connector. Then set up property mappings.

Sync rules have two parts:

• Sync behaviour: Sets what data the connector sends. It applies to every Sync to Fusion Manage action.
• Criteria rules: Set which Items can sync. An Item syncs only when it matches all rules.

When you add no criteria rules, all Items can sync.

1. Open the Vault Connector configuration dialog:

   Go to Tools > Administration > Vault Settings. Select the Collaborate tab. Then click Configure in the Vault Connector Management section.

2. Go to the Sync Rules tab:

   In the dialog, click the Sync Rules tab.

3. Set the Item sync behaviour:

   In the Sync Behaviour section, select an option under Item Sync Behaviour:

   • Item & BOM (Default): Syncs Items, their BOMs, and any attachments you set up.
   • Item Properties and Attachments Only: Syncs Item properties and attachments. It does not sync the BOM.

4. (Optional) Add a criteria rule:

   In the Criteria Rules section:

   • For Vault Property, select the Item property to check.

   • For Condition, select how to compare it.

   • For Value, select or type the value to match.

   • Click Add.

     The rule shows in the table. Each rule must be unique. If you add the same rule twice, an error shows.

5. (Optional) Replace a criteria rule:

   • Select the row you want to change.
   • Update the Vault Property, Condition, or Value fields.
   • Click Replace.

6. (Optional) Remove a criteria rule:

   • Select the row you want to remove.
   • Click Remove.

7. (Optional) Reset sync rules to defaults:

   Click Reset to clear all criteria rules. This sets the sync behaviour back to Item & BOM.

8. Save the sync rules:

   Click Apply to save your settings.

   The connector now applies these sync rules each time you sync Items to Fusion Manage.

What happens when Items do not meet sync rules

An Item that does not match the criteria rules does not sync. Instead, this error shows: "Selected Item/s does not meet the sync rules that has been configured." Items that match the rules sync as normal.