Synchronization

Purpose

The Synchronization module allows the synchronization of data resources between Sahana Eden instances. Synchronization jobs can be configured to be run automatically in the background and at regular intervals, without disrupting the current operation of the sites.

This module is part of the site administration module, and requires administrator privileges to view or modify its configuration.

The synchronization module requires web2py revision 3566 (1.99.0) or newer.

Method

Overview

The synchronization process is controlled entirely by the local Sahana Eden instance.

The local Eden instance runs the scheduler process, and initiates the update requests when due, while the remote repository merely responds to these requests.

The local Eden instance first downloads the available updates from the remote repository (pull) and imports them into the local database, and then uploads all available updates from the local database to the remote repository (push).

Both pull and push are each a RESTful HTTP-request, using S3XML as data format.

Configuration

Checklist

Follow this checklist to configure synchronization:

1. Check the Prerequisites
2. Login as administrator at the remote site and register the local site
3. Login as administrator at the local site and
   1. Configure the default proxy server if needed
   2. Register the remote site
   3. Configure the resources to synchronize
   4. Set up the Synchronization Schedule
4. Start the worker process at the local site

Prerequisites

Both sites must have Sahana Eden installed and running. To avoid problems with different database structures, both Sahana Eden instances should always use the same version of the software.

Decide which one is the local and which the remote site. The remote site is typically a permanently and publicly accessible Sahana Eden instance, while the local site could be a protected site (e.g. behind a firewall), or with only temporary network access (e.g. a notebook). See Synchronization Overview to understand the situation, maybe note down for yourself or co-workers which instance is which.

While performing synchronization jobs, the local site must be able to establish a connection to the remote site over the network using HTTP.

If a proxy server is to be used for the HTTP connection, this can be configured in the Synchronization Settings (proxy authentication is currently not supported).

Check that both instances have the synchronization module enabled in models/000_config.py. If the sync section is missing from deployment_settings.modules, then add it as follows:

deployment_settings.modules = OrderedDict([

    ...

    # Add or uncomment this section, if it is missing or commented:
    ("sync", Storage(
            name_nice = T("Synchronization"),
            description = T("Synchronization"),
            restricted = True,
            access = "|1|",     # Only Administrators can see this module in the default menu & access the controller
            module_type = 0     # This item is handled separately for the menu
        )),

    ...

])

• go back to the Checklist

Synchronization Homepage

Login as administrator and open the Administration menu. In the left menu, you find the following entries:

Click on Synchronization here to open the homepage of the Synchronization Module:

Synchronization Settings

Go to the Synchronization Homepage and click Settings to open this page:

This page shows you the UUID (universally unique identifier) of this repository. You will need this identifier to register the repository at the peer site (the local UUID to register at the remote site, and the remote UUID to register at the local site). The UUID is created during the first run of the Sahana Eden instance, and cannot be changed.

If needed, enter the complete URL of the proxy server (including port number if not 80) that is to be used when connecting to the remote site (this is only necessary at the local site). Click Save to update the configuration.

• go back to the Checklist

Repository Configuration

Go to the Synchronization Homepage and click Repositories. This will show you a list of all configured repositories:

To view and/or modify the configuration for a repository, clicking the Open button in the respective row in the list.

By clicking Add Repository, you can register a new repository:

Fill in the fields as follows:

Field	Instructions	registering the remote repository at the local site	registering the local repository at the remote site
Name	Enter a name for the repository(for your own reference)	required	required
URL	Enter the URL of the repository (base URL of the Sahana Eden instance)	required	-
Username	Enter the username to authenticate at the repository	required	-
Password	Enter the password to authenticate at the repository	required	-
Proxy Server	Enter the URL of a proxy server to connect to the repository, if different from the Synchronization Settings	fill in as needed	-
Accept Pushes	check this if the repository is allowed to push updates	-	set as needed
UUID	Enter the UUID from the Synchronization Settings of the repository	required	required

You must register both the remote repository at the local site, and the local repository at the remote site.

• go back to the Checklist

Resource Configuration

Go to the Synchronization Homepage, click Repositories, then Open the repository you want to configure a resource for, and change to the Resources tab:

Fill in the fields as follows:

Field	Instructions	Example
Resource Name	Fill in the name of the master table of the resource. Details can be found in the documentation for the data model of your Sahana Eden application	req_req
Mode	Select the synchronization mode you wish to activate - pull, push or both. See Synchronization Overview to understand the mode	pull and push
Strategy	Choose the import methods you wish to allow for the synchronization of this resource	create, update, delete
Update Policy	Choose in which situation records shall be updated, see explanations below	NEWER
Conflict Policy	Choose in which situation records shall be updated in case of conflicts, see explanations below	NEWER

Update Policy

If a record has been modified in one of the repositories, then the synchronization process has to decide whether to update the other repository with the new data or not. For this decision you can define a policy:

Policy	Meaning
THIS	Always update the remote repository with the local version of the record (overwrite remote updates)
NEWER	Update both repositories to the newest version of the record (keep the newer data)
MASTER	Update the record on either side only if the other side has originated the record (keep the master data)
OTHER	Always update the local repository with the remote version of the record (overwrite local updates)

Usually, you would choose "NEWER" here unless you have a good reason to do otherwise.

Conflict Policy

If a record has been modified both in the local repository and the remote repository since the last synchronization time, then this is called a conflict situation, in which two concurrent record updates are available at the same time. You can define a policy for which of the updates to apply, similar to the Update Policy.

If you don't know what to select here, it is reasonable to choose the same option as for the Update Policy.

Policy Transfer

In most situations, you would want both repositories to apply the same policies. This is the default behavior - the policies from the local site are reported to the remote site during the synchronization, and are applied there as well (THIS and OTHER are replaced by the respective opposite at the remote site, of course).

If you for some reason need to define different policies at the remote site, then you have to configure the same resource at the remote site as well, and choose the policies explicitly.

• go back to the Checklist

Synchronization Schedule

Go to the Synchronization Homepage, click Repositories, then Open the repository configuration you want to schedule a synchronization job for and change to the Schedule tab:

Fill in the fields as follows:

Field

Instructions

Example

• go back to the Checklist

Worker

The scheduled synchronization jobs are performed by a separate asynchronous web2py worker process at the local site.

To start the worker process, open a shell on the local server, change into the web2py home directory and run:

python web2py.py -K eden -Q

(replace "eden" with the name of your Sahana Eden application if necessary)

In more advanced configurations you may want to run this command as a daemon process, e.g. under Linux by:

nohup python web2py.py -K eden -Q >/dev/null 2>&1 &

• go back to the Checklist

Synchronization Log

Go to the Synchronization Homepage and click Log. This shows you a list of all prior log entries for all repositories.

If you instead want to see the log entries only for a particular repository, go to the Synchronization Homepage, click Repositories, then Open the respective repository configuration and go to the Log tab:

Note: the newest entries are shown on top of the list.

Click on Details for a log entry to see the complete entry:

Read the entries as follows:

Item	Explanation
Date/Time	Date and time of the transaction
Repository	Name of the repository synchronized with
Resource Name	Name of the resource synchronized
Mode	Transaction mode (pull or push) and direction of transmission (incoming or outgoing)
Action	Action performed to resolve problems (if any)
Result	Result of the transaction
Remote Error	True if there was an error at the remote site
Message	The log message

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See S3/Synchronization