Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Dashboard

Sync configurations to DA instances

Use
Sync configurations
 to push pending configuration changes from Enterprise Cloud to all Determination Anywhere (DA) instances. Examples include new companies, mapping rules, and basic updates. This ensures consistency across your DA environment.
To sync configurations:
  1. Go to
    Determination Anywhere
    DA Dashboard
    .
  2. Select
    Sync configurations
    .
You have 2 options to select for sync methods:
  • Review changes then sync
     (recommended):
    • For streaming-enabled DA Cloud customers when the commit and push workflow is
      enabled
       at the tenant level.
    • This lets you preview a summary of added, edited, and deleted items before verifying.
  • Sync all configurations
     (administrations only):
    • Used by SDI and streaming-enabled DA Cloud customers. This replaces all existing configurations on every instance with the current central configuration.
    • Use only for a full reset or to establish a clean baseline.

Functionalities and processes

  1. Select
    Sync configurations
     to open the
    Sync configurations to all instances
     widow.
  2. Select a method:
    1. Review changes then sync:
       opens the
      Review changes
       screen.
    2. Sync all configurations
       (administrators only): immediately begins the sync process and returns you to the dashboard with a confirmation. This replaces all existing data.
  3. Select
    Cancel
     or
    X
     to close.
Review and verify (when using Review changes then sync)
  • Review the summary:
    • The screen lists configuration categories (for example, Companies, Mapping, Basic set up, and Tools).
    • Expand a category to see the counts of items added, edited, and deleted (for example, Companies: [2 added, 5 edited, 1 deleted]).
  • Refresh data (optional):
    • Check the last refreshed timestamp to see when changes were last made.
    • Select
      Refresh
       to get the latest pending changes.
  • Verify sync:
    • Select
      Confirm sync
       to queue the changes for all instances based on the configured update frequency.
    • If pending changes exist, the dashboard shows:
      Sync is confirmed. Changes will be synched to all instances according to the configuration update frequency
      .
    • If no changes exist, the dashboard shows:
      No changes detected for synching
      .
  • Select
    Back
     to go back to the previous screen.
  • Select
    Cancel
     to close the process.

Field descriptions

Sync configurations to all instances
Screen elements
Description
Sync all configurations
 (administrators only)
Immediately initiates the process to replace all configurations on all instances.
Review changes then sync
Opens the
Review changes then sync
 screen to preview changes.
Review changes then sync screen
Screen elements
Description
Refresh
Retrieves the latest list of pending changes.
Last refreshed (timestamp)
This shows when the system last retrieved pending changes.
Configuration category
Expand to view counts of added, edited, and deleted items.
Confirm sync
Approves pending changes and queues synchronization to all instances.
Example use case
Use case 1: Standard user reviews and syncs changes.
Scenario: A business user updates several mapping rules and wants to push only their intended changes to all production instances.
  1. Open the
    DA Dashboard
     and select
    Sync configurations
    .
  2. Select
    Review changes then sync
    .
  3. Expand the Mapping section to verify the summary (for example, [0 added, 5 edited, 0 deleted]). Check other sections for unexpected changes.
  4. Select
    Confirm sync
    .
  5. Return to the
    DA Dashboard
     and verify the confirmation message that the sync has been queued.
Use case 2: Administrator performs a full sync.
Scenario: After a complex migration, an administrator finds inconsistent configurations across DA instances and needs to reset all instances to the authoritative state.
  1. Open the
    DA Dashboard
     and select
    Sync configurations
    .
  2. Select
    Sync all configurations
     and acknowledge the warning message.
  3. Wait as the system begins the full sync, then view the dashboard success message verifying initiation.

This article applies to:

  • PRODUCT: ONESOURCE Determination,ONESOURCE Indirect Tax

Related Content