Create and Execute an Entity Sync Relationship (Master Data Services)

Applies to: SQL Server - Windows only Azure SQL Managed Instance

Entity sync is a one-way and repeatable synchronization between entity versions. It provides a way to share entity data between different models.

Prerequisites

Prerequisites to create an entity sync relationship:

You must have permission to access the System Administration functional area. For more information, see Functional Area Permissions (Master Data Services).
You must be a model administrator of the target model. For more information, see Administrators (Master Data Services).
You must have at least read access to the source entity and all its attributes and members.

Prerequisites to execute an entity sync relationship:

You must have permission to access the System Administration functional area. For more information, see Functional Area Permissions (Master Data Services).
You must be a model administrator of the target model. For more information, see Administrators (Master Data Services).

Consider the following when creating an entity sync relationship.

The source and target entities must be in different models.
A target entity version status must not be committed.
Once a sync relationship has been established, the target is immediately synced with the source.
A target entity version cannot be a source entity version of another sync relationship.

Consider the following when executing an entity sync relationship.

To create an entity sync relationship

In Master Data Manager, click System Administration.
On the Model View page, from the menu bar, point to Manage and click Entity Sync.
On the Entity Sync Maintenance page, click Add. A panel shows up on the right side.
From the source Model list, select a model.
From the source Version list, select a version.
From the source Entity list, select an entity.
From the target Model list, select a model.
From the target Version list, select a version.
Choose Existing Entity and select an entity from the Entity list if you want to sync an existing entity, or choose New Entity and enter the target entity name if you want to sync to a new entity
Select Sync On Demand, or select Auto Sync and set a frequency.
Click Save.

To execute an entity sync relationship

In Master Data Manager, click System Administration.
On the Model View page, from the menu bar, point to Manage and click Entity Sync.
On the Entity Sync Maintenance page, select a sync relationship in the grid.
Click Execute.

For each created sync relationship, a row with ten columns is added to the grid. The following table describes the columns.

Column	Description
Status	The sync relationship status. When you click Save or execute a sync relationship, the image displays, indicating that the sync relationship is updating. If there are errors when creating, editing, or executing a sync relationship, the image displays. Otherwise, the status is OK and the image displays.
Source Model	The source model name.
Source Version	The source version name.
Source Entity	The source entity name.
Target Model	The target model name.
Target Version	The target version name.
Target Entity	The target entity name.
Frequency	Specifies the sync relationship's frequency.
Last Attempt Time	Shows the time at which the last sync attempt occurred.
Last Successful Time	Shows the time at which the last successful sync attempt occurred.

When you click an index, the following information displays.

Last Attempt Error: Shows the error information about the last sync attempt.
Created By: The name of the user who created the sync.
On: The date and time when the sync was created.
Updated By: The name of the user who last updated the sync.
On: The date and time when the sync was last updated.