Configuring a Synchronization Task

Synchronization tasks replicate the contents of two folders, in one-way or two-way directions. Options control whether deletions and extra files are permitted.

Prerequisite: Hosts must have already been added to MOVEit Automation.

Sync tasks can be performed on files and folders on the following host types: Local file, mapped drive or UNC path, MOVEit Transfer servers, FTP and FTP/S servers, SFTP servers, Amazon S3, Azure Blob, and SharePoint.

Sync tasks can be unidirectional or bidirectional. Newly-created tasks are unidirectional. Before you can change the sync direction, you must define Folder A and Folder B.

• Unidirectional tasks replicate content from Folder A to Folder B, indicated by a single arrow

  A unidirectional task copies items from Folder A into Folder B, without changing any existing non-matching items in Folder B. For example, a unidirectional task can be used for backup purposes. To further specify how to handle files whose name and size match, see Initial Run Options.

• Multidirectional tasks replicate content from Folder A to Folder B, and from Folder B to Folder A, indicated by two arrows. .

To create a sync task:

1. Click TASKS. On the Tasks page, click Add Task. Provide a Friendly Name, select Synchronization, and click Add Task.

   The task page opens. When first created, the sync task is unidirectional, shown by a one-way arrow.

2. Click Folder A. The Add new sync folder A dialog box opens.
3. Select the type of host to sync from, and select a host. Click Next.
4. Provide General settings. For more information, see General settings - Sync folders.
5. Provide Task Override settings for Folder A. The sync folder's Host Override settings override the corresponding settings that are configured in the host. Your selections affect the sync folder as it is defined in the context of the task.
   • Local Folder
   • Mapped Drive or UNC path
   • MOVEit Transfer server
   • FTP or FTP/S server
   • SFTP server
   • Amazon S3
   • Azure Blob Storage
   • SharePoint
6. If the source is an FTP or FTP/S server, click the Additional Commands tab and optionally specify commands to execute per file before and after the synchronization occurs.
7. Click Folder B and make your selections. For field description information, see the links in Steps 4, 5, and 6, above.
8. Specify the sync type (direction) and how to handle deleted files: In the upper right of the sync task page, click Task Settings . The settings page opens. In the Sync row, click Edit. For more information, see Task Settings - Sync Info.
9. Click Schedule and add a schedule.
10. Optionally, click Next Action and add a Send Email and/or Run Task action.
11. Preview the task. Click Actions > View Sync Preview. The Sync Preview dialog box opens.
12. In the Sync Preview dialog box: To determine how the task handles files on Folders A and B whose name and size match, click Change Initial Run Options and make a selection.
13. To run the task, click Actions > Run Now.

Note: If you include a special filter when you configure Synchronization task's General settings, the fields accept only those items that match the filter. For example, if the filter is >100MB, the only things that the sync considers are those larger than 100MB.

In this section:

• Add/Edit Sync Folder A
• Add/Edit Sync Folder B
• View Sync Preview
• Change Initial Run Options
• Macro - Sending Sync Actions in a Next Action Email
• More About Synchronization
• Synchronizing Content - Multiple Remote Sites
• Synchronizing Content - Multiple Folders