Synchronize/Update SharePoint and MetaVis Architect

One of the key features of MetaVis Architect is two-way synchronization with SharePoint. This works by comparing the model within the application directly to the SharePoint environment or a cached version of it. This guide will walk the user through both options and explain the differences between the two approaches.

(1) Select a site
Select a site that you wish to compare in the navigation pane. The first step in synchronization is to generate a "Compare View". This report itemizes the differences between the model and SharePoint.

(2) Compare to Master vs. Compare to SharePoint
Press the "Compare to Master" or the "Compare to SharePoint" buttons in the tool bar.

• Compare to Master generates a difference report against a cached version of the SharePoint environment (last time a Load from SharePoint was executed). This method will generate a report very quickly and can be done offline but, it assumes that no changes were made to the SharePoint environment since the last time it was loaded.
• Compare to SharePoint will first load the current SharePoint environment into cache and then generate the report. This approach will guarantee that the results are current but, it is more time consuming and must be done online.

Hint: You may update the application cache without comparing by selecting the Load from SharePoint button from the toolbar.>

(3) Reviewing the Compare Report
Proceed to the Compare View pane. The report will contain a full list of differences between your model and SharePoint. You can navigate and drill down through the report to see details of the differences.

Hint: For specific items, you can right click and locate the items in either the navigator or the diagram for additional information.

(4) Update SharePoint/Update Diagram
Updates can be done on an individual item or logic grouping of items. To kick-off an update, right click on an item to display a list of options. If an item exists in the diagram but not in SharePoint, your two options will be to Update SharePoint or Delete from Diagram. Conversely if, an item exists in SharePoint but not in the diagram, your two options will be Update Diagram or Delete from SharePoint. Select the appropriate option to execute. Acknowledge the confirmation window to proceed.

Warning: Updates are not reversible!

(5) Confirmation
Each updated item generates a response in the status column. There are 3 possible responses:

• Success - the update was successfully completed
• Pending - this indicates that the item update has a dependency to another update which must be executed first. This update will automatically proceed after the dependency is resolved
• Error - this indicates that the update was not executed. The application will typically return an error code and a reason for the failure