Training Day

Sync Engine Notes

Notes on the sync engine.

Topics to cover:

Connection Setup

  • Connecting the Employment table to the Sync Engine

FileMaker Changes and Sync Triggers

  • Automatic qbo_send updates
    • How the system detects and flags changes
    • Field modification triggers
  • Manual sync flagging
    • Different ways to set qbo_send field
    • Custom triggers and scripts
    • Batch update strategies
  • Understanding the sync detection process
    • How records are identified for next sync
    • Optimizing change detection

Sync Console Overview

  • Understanding the three main sections of the console
  • Importance and configuration of sort order
  • Sync operations
    • Normal sync operation workflow
    • Handling sync operations with errors
  • Error handling
    • Push errors and their resolution
    • Pull errors and their resolution
    • How to navigate to records with errors
  • Last Modification Timestamp
    • Understanding how the timestamp works
    • Role in synchronization process

SyncToken and Full Updates

  • The read-before-write pattern
    • Why reading is necessary before sending updates
    • How SyncToken ensures data consistency
  • Update Types
    • Full updates vs sparse updates
    • When to use each approach
  • SyncToken Configuration
    • Customizing SyncToken behavior
    • Impact on update strategies
  • Advanced Conflict Resolution
    • Using SyncTokens for sophisticated conflict detection
    • Building custom conflict resolution strategies
    • Handling concurrent updates across systems

SyncToken with Reads

  • Controlling data updates
    • Configuring update behavior when data already exists
    • Optimizing performance by skipping unnecessary updates
  • Update decision logic
    • How the system determines if an update is needed
    • Customizing the update criteria

Other Topics (if time)

  • Advanced error handling strategies
  • Performance optimization techniques
  • Custom sync strategies
  • Integration patterns and best practices
  • Troubleshooting common issues

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