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GeoSync

In this section:

About GeoSync

GeoSync provides a method of synchronizing user data and Environment Manager Personalization configurations between personalization server SQL server databases. This lets users access their data and settings at multiple locations, providing them with a consistent experience wherever they log on. Any changes they make are synchronized back to the published on the next sync.

GeoSync requires two or more personalization server databases - one to act as the publisher and the others as subscribers. Publishers and subscribers are associated using PowerShell Cmdlets provided when Environment Manager is installed. Subscribers are then assigned to personalization groups in the Environment Manager console, to determine which databases are synchronized. Syncs can be triggered from the publisher, either on-demand or on a daily schedule.

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For example, an organization has offices in different locations throughout the world, each with their own personalization database. Staff who frequently move between offices are managed by a personalization group with GeoSync configured to synchronize daily. Their data is kept up to date and is available to them wherever they log in.

Configuration-only syncs can be performed. This is useful for organizations that maintain one configuration over multiple databases. You can choose to only synchronize configurations. An organization may use configuration-only syncs if they use one configuration over multiple databases. Each change to the configuration can be quickly synced to all the required subscribers without affecting user data.

Synchronized configuration items from the publisher are highlighted in purple when viewed in an Environment Manager console connected to a subscriber. The synchronized items cannot be edited in the subscriber.

For High Availability or Disaster Recovery of Personalization Server Databases, we recommend that you view our current Best Practice guide: https://community.ivanti.com/docs/DOC-46245

Depending on the customer environment different setup steps may be required. Below are the two scenarios supported by GeoSync:

New Subscriber Databases

For new subscriber databases, follow the steps in the sections below. If you are looking at setting up local-only Personalization Groups on your new subscriber (a Personalization Group on the subscriber which will not be managed by GeoSync on the publisher), they must be created after GeoSync has been successfully configured and the subscriber synchronized with the publisher.

Existing Subscriber Databases

If you intend to set up GeoSync on a subscriber that already contains a personalization configuration and data, the configuration and data must already exist on the publisher - either the subscriber is a backup of the publisher, or a database previously synchronized via SQL Server merge replication.

In 10.1 FR2, the following additional steps are required for this specific scenario.

Caution Setting up GeoSync on an existing subscriber that contains a configuration or data that is not on the publisher will result in data loss and is not supported in this release. If you wish to use local-only Personalization Groups on your remote subscriber(s) these should only be set up after GeoSync has been configured.

  1. Associate the publisher and subscribers as described in the section below.
  2. In the personalization console on the publisher, configure GeoSync for your Personalization Group(s).
  3. Run an initial synchronization from the console.

    If duplicate Windows Settings Groups (WSGs) are identified on the subscriber, continue to step 5.

    If no duplicates are identified, configuration is complete - the listed WSGs will prevent GeoSync synchronizing.

  4. Make a note of the current ProfileCleanUpDelayDays advanced setting and change to -1 on the subscriber. This ensures that, should the Background Service run its daily job, it will not attempt to clean up orphaned WSGs during the GeoSync setup
  5. On the subscriber remove the identified WSGs - do not remove any application groups from the subscriber.
  6. Re-run step 3.

    Once initial sync has successfully completed, the subscriber should now has the WSGs identified as duplicates restored and associated with the synced personalization group

  7. Restore ProfileCleanUpDelayDays setting back to its original value.

Associate Publishers and Subscribers

Set up GeoSync for your publisher and associate your subscribers using the ConfigureGeoSync.ps1 script. Set up can also be performed using the cmdlets supplied during Environment Manager installation. Some actions, such as adding new subscribers to existing publishers, can only be done using the cmdlets.

For further information about using the GeoSync cmdlets and how to use them in generated scripts, see GeoSync cmdlets.

If you are using SQL Express, TCP/IP protocol must be enabled in the SQL Server Configuration Manager prior to performing the following process. This applies to both publishers and subscribers.

  1. Run Windows PowerShell as Administrator.
  2. Enter cd "C:\Program Files\AppSense\Environment Manager\Personalization Server\Support" to set the location of the scripts.
  3. Enter .\ConfigureGeoSync.ps1
  4. Enter the following details when prompted:
    • Publisher server\instance
    • Publisher database name
    • Configurer account - if using Windows credentials, include the domain name and leave blank to use the currently logged in user
    • Publisher display name - this is optional, leave blank to use the SQL server name
    • Subscriber server\instance
    • Subscriber database name
    • Subscriber display name - this is optional, leave blank to use the SQL server name
    • Service account - if using Windows credentials, include the domain name and leave blank to use the currently logged in user

    If successful, confirmation that configuration is complete displays. Further subscribers can be configured if required.

  5. Enter Y to add another subscriber or N to finish.

Manage Syncs and Schedules

Configure, edit, and cancel sync schedules for subscribers or manually start a sync.

  1. In the Environment Manager console, connect to the personalization server for your publisher.
  2. Select Manage > GeoSync.

    The GeoSync dialog displays the available subscribers. Any personalization groups that have already been set up for GeoSync are listed beneath the subscriber. The dialog also shows the sync status, details of the last and next scheduled syncs, and the sync type for each subscriber.

  3. Click the ellipsis for a subscriber and select the required option:
    • Synchronize - Initiate an immediate sync of data and configuration for the selected subscriber.
    • Configuration-only synchronization - Initiate an immediate configuration-only sync.
    • Schedule synchronization - Set the start time and whether the sync is run once or every 24 hours at the selected time.

    Where a schedule exists for a subscriber, edit and cancel options are available.

Configure GeoSync for a Personalization Group

Select subscribers for personalization groups, add conditions and configure sync types.

  1. Select a Personalization group.

    If GeoSync has been successfully configured, you should see the GeoSync tab - you might need to refresh your Environment Manager configuration.

  2. Select the GeoSync tab.
  3. Click Add and select the required subscribers from the Display Name drop-down.

    All configured subscribers can be selected.

  4. Select the Configuration Only checkbox as required.
  5. Optionally add user conditions to the personalization group.

    This allows the sync to be further targeted, beyond personalization group membership rules.

  6. Click Save Changes.

    GeoSync is now set up for the personalization group.

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