Tasktop Sync User Guide
		Introduction

Tasktop Sync 2.3 allows teams to synchronize tasks across different defect and task tracking repositories. The Tasktop Sync server application places itself in between repositories to synchronize changes made to the defects or tasks in either repository.

This user guide explains how to set up and maintain your Tasktop Sync installation, including details on how to configure and run the software.

User Guide Contents

1. User Guide Contents
2. Introduction
   1. Terminology
   2. Features
      1. Integration Visualizer
      2. Task Mapping Editor
      3. Automated Conflict Resolution
      4. Person Mappings
      5. No Local State Lock-in
   3. Architecture
      1. Fundamentals
      2. Synchronization Conflict Handling
         1. Conflict Detection
         2. Conflict Resolution
         3. Conflict Notification
3. Installation
   1. Preparation
      1. System Requirements
      2. Accounts
      3. Required Files
      4. Vendor-specific requirements
      5. Test Environment
   2. Installation via Windows .exe Installer
   3. Starting Tasktop Sync
      1. Standard Installs
      2. Windows Service Installs
   4. Initial Setup and License Activation
4. The Tasktop Sync Interface
   1. Interface Layout
   2. Integration Visualizer
      1. Repository Node
      2. Task Mappings Node
   3. Starting the synchronizer
   4. Forcing Synchronization
5. Task Synchronization Configuration
   1. Creating a Task Mapping
   2. Editing a Task Mapping: The Task Mapping Editor
      1. Task Mapping Editor Layout
         1. Repositories
         2. Scope
         3. Properties
         4. Mapping Settings
         5. Notifications
      2. Attribute Mapping Editor
         1. Mappings Table
         2. Mapping
         3. Caster
            1. Value Mapping
            2. Date/Time Transformation
            3. Person Mapping
            4. Text Markup Transformation
            5. Literal Value
         4. Advanced
         5. Notes
      3. Schema View
      4. Source Tab
6. Task Linking Configuration
   1. IBM RTC Change Configuration Management (CCM) Configuration
      1. Configure the Task Linking Server Relationship
      2. Configure the IBM RTC CCM Project Area
      3. Linking a IBM RTC CCM Task to a Remote Artifact
   2. IBM RTC Requirements Management (RRC) Configuration
      1. Configure the Task Linking Server Relationship
      2. Configure the IBM RTC RRC Project Area
      3. Linking a IBM RTC RRC Artifact to a Remote Artifact
7. Maintenance and Inspection
   1. Upgrading an existing Sync installation
      1. Configuration Updates
   2. Synchronization Log Viewer
   3. Repository Configuration Changes
   4. Repository Users
   5. Service Outtages
   6. Logs and Logging Configuration (Advanced)
   7. Configuration and Log File Path (Advanced)
8. Manual Task Synchronization Configuration (Advanced)
   1. Repository Connections
   2. Create Queries
      1. Initialization Query
      2. Changes Query
   3. synchronizer.xml
      1. Run characteristics
      2. Configuration Manager (optional)
      3. Person mapping definitions (optional)
      4. Task mapping specification
      5. Synchronizing Subsets of Queried Incoming Tasks
      6. Attribute mapping
         1. Mapping Task Attributes with the Same Name and Type
         2. Mapping Task Attributes with different names
         3. Mapping Task Attributes by ID
         4. Mixing Names and IDs
         5. Attribute Mapping Strategy
         6. Attribute Mapping Conflict Resolution
         7. Transforming Task Attribute Values with Casters
            1. Date-Time Caster
            2. Value Mapping Caster
            3. Text
            4. Literal Values
            5. Caster Customization
         8. Using Person Mappings
         9. Advanced Concepts
            1. One-way Mappings
            2. Multiple Task Mapping
            3. Scripted Attribute Handlers
            4. Proxy Association Storage
   4. Person mapping files
   5. Configure Notifications
   6. Distributed Configuration
9. Task Synchronization Marked Synchronizations
10. Appendix: Known Limitations
    1. Task Linking limitations
    2. Tasktop Synchronization limitations
11. Appendix: Troubleshooting
    1. I recieve the following error using IBM RTC: "... CRJAZ131I The user has "Contributor" client ..."
    2. My Services view disappeared
    3. I logged in with RDP, and can't find the Services GUI
    4. Tasktop Sync didn't restart

		Introduction