The sync application is designed to improve and speed the performance of connecting and syncing files to the DataRails environment.
Files that are connected to DataRails instantly have an audit trail and version control that can be accessed from the Workspace. The versions can be compared to one another, tagged and named for identification purposes. The data from these files can also be extracted for dashboard visualizations, consolidation, and automation processes or used in external databases (e.g. SQL).
There are 2 types of Sync Applications, users can have both. The type of application to use is based on the location of the files they wish to connect.
- Sync Service, an organizational level sync application. Mainly for files and folders that are used by several users.
- Files are saved in a shared folder (shared organizational/departmental folder).
- Files are saved in a web-based shared location (SharePoint, Box, Dropbox etc.). To connect these files, the user will need to download from the web (check them out).
- Personal Sync, a user level sync application. Mainly for files and folders that are used by one user.
- Files are saved on the user’s machine (on the desktop, downloads folder etc.)
Once the application is installed, DataRails icon will appear in the “right-click menu” of the file. File connection is done by clicking on this icon, it can be connected to a new FileBox or an existing one.
Connected files are tracked based on their location (file’s path) and naming convention. As long as these 2 components do not change, a file will continue being monitored. The system is designed to keep monitoring files even if DataRails’ application is closed. A connected file will have a DataRails indication icon on the button right corner of the file. This icon will not appear on files that are not connected or lost their connectivity.
Renaming a file or replacing a file will maintain the connectivity. Moving a file, saving under a different name or copy & paste will break the connectivity.
There is an indication of the file or files that are connected to the FileBox, click on the icon to open a window with the file list and information on the connected file.