Synchronize Integrations Automation Service

Through the Synchronize Integrations Automation Service:

  • Functional Groups and Security Profiles are mapped to Upland Analytics User Roles. Synchronizes the information within UA when Security Profiles and Groups are created, updated (names and placeholder) or deleted within PSA. Facilitating the use of Upland Analytics and the sharing of Reports and Dashboards with Functional Groups and Security Profiles.

    Note: You must Execute the Synchronize Integrations Automation Service manually after the creation of new Security Profile(s)/Functional Group(s) to map them to Upland Analytics Role(s). Otherwise, the newly created Security Profile(s)/Functional Group(s) will only be available as Roles in Upland Analytics after the next automatic execution of the Service.

  • Suspending/decommissioning a User in PSA will set the User inactive in Upland Analytics when the Service is run. The reports created by this User will continue to be available for other Users accessing Upland Analytics (Provided they have the permission to do so).
  • When an PSA User no longer has permissions ro Upland Analytics (where the Users Security Profile is modified to deny the access to Upland Analytics), upon running the Synchronize Integrations Automation Service, the user will be deleted from the ITFM.

This article details how to access and run the Synchronize Integrations Automation Service.

  1. From the Icon Bar click Setup .
  2. From the Navigation Menu click Organization.
  3. From the menu click System.
  4. Click the Automation button to open the Automation Processing Options page.
  5. Enable the Synchronize Integrations Automation Service .

    Note: The Synchronize Integrations Automation Service is enabled by default .

  6. Click the Service Name to access the Automation Service Setup
  7. configure the following for the selected service:
    1. Start Date: date the services starts the processing; by default, displays the date that the batch service was initialized through the Server Administration application
    2. Start Time: time the service starts the processing; by default, 01:00 is displayed.

      Note: The time is entered in military time (24-hour notation); for example, 21:30 is entered for 9:30 PM.

    3. Time Zone: time zone of the processing time; by default, set to the server time zone.

      Note: A user can override the time zone; the automation service translates the specified processing time from the user-defined time zone to the system time zone.

    4. Process Every: frequency the service is processed; by default, 1 Day is displayed.

      Note: Available units include Minute, Hour, Day, Week, Month and Year.

    5. Last Process: date and time of the last automated background process
    6. Status: status of the last automated background process
    7. Description: description of the service.
    8. Enable Service: select or clear the box to enable or disable the automation of a service.

      Note: The services can also be enabled or disabled directly from the Automation Processing Options page by selecting or clearing the Enabled box for a service.

    9. Click Save to apply your changes.
    10. Click Execute to run the service.
    11. Click Back to return to the previous page.
  8. From the Automation Processing Options page: Click Save and then Back to save your changes and return to the previous page.