Global Master Data Sync uses a central setup table where you configure how synchronization works between a master company and its subscribers. You open it through the Global Master Setup button, and it controls the different settings that drive the data transfer.
As a subscriber company, you set the company type to subscriber, or to master and subscriber if the company plays both roles. You then specify the partner ID, which identifies the company when transfers run between master and subscriber.
You import data by extracting the XML file that you download from Azure Blob Storage. The “Allow subscriber synchronization record sets” setting controls whether the company is permitted to synchronize the incoming record sets. If a subscriber is not ready to synchronize, turning this off is a simple way to prevent it from happening.
You configure the maximum number of attempts to control how the system handles repeated errors. Each time synchronization fails for a given record, it creates an error and increases the attempt count. When the count reaches the number you set, the system skips that record until you reset the synchronization or send a new complete set of records for it.
You can choose to synchronize only net changes. If you change a customer’s name, the system synchronizes only that change. If you leave the option off, the system tries to update the entire record for the customer, including all related fields.
The subscriber log creation policy controls which log entries the system creates during synchronization. You can choose to create no logs, to log both successful synchronizations and errors, or to log only successes. Most setups log errors, because that makes it easy to see which errors are blocking synchronization.
For Azure Blob Storage, you specify the account name, the access token for that account, and the container that holds your files. The container is used both to download files and to test the setting.
Q&A
How do I configure a company as a subscriber in Global Master Data Sync?
Open the Global Master Setup, set the company type to subscriber (or master and subscriber if the company is both), and specify the partner ID used to identify the company during transfers.
How do I stop a subscriber from synchronizing record sets?
Turn off the “Allow subscriber synchronization record sets” setting. This prevents the company from synchronizing incoming record sets, which is useful when a subscriber is not ready.
What does the maximum number of attempts setting do?
It limits how many times the system retries a failing record. Each error increases the attempt count, and when it reaches your set number, the system skips that record until you reset the synchronization or send a new complete set of records.
What is the difference between synchronizing net changes and full records?
With net changes enabled, the system synchronizes only the fields that changed, such as a customer’s name. With it disabled, the system updates the entire record and all related fields for that customer.
What logging options are available for synchronization?
You can create no logs, log both successes and errors, or log only successes. Logging errors is the most common choice, because it makes it easy to identify what is blocking synchronization.
What Azure Blob Storage settings do I need to configure?
You specify the account name, the access token for that account, and the container holding your files. The container is used both to download files and to test the setting.