10.2. Synchronization with EPC

In this module, users can synchronize environments, departments, users, and/or roles with EPC. Users can also synchronize any relations between departments, users, and roles.

*Relations, in this context, refers to the interrelationships between departments, users, and roles. A department can be linked to a role. Likewise, a role can be linked to a department and/or user.

1. Environment: This is a single-select dropdown field that retrieves the list of environments from EPC. It allows users to select only one value at a time from the dropdown. It is a mandatory field.
   • If there is no data inside this dropdown, users will need to re-establish the connection between the DBP and EPC.
     • Users can reconnect to EPC using the Settings form in the Facilities menu.
2. Import All: This button allows users to import all data—all departments, users, roles, and relations—from EPC.
   • Upon selecting this button, a brief processing period will begin, during which the form will undergo updates.
     • Throughout the import process, the respective user will be kept informed about the progress through a sequence of notifications.
       

       **These notifications will mark key stages of the process, such as the initiation or conclusion of synchronization for different objects. This sequence will culminate with the End of Synchronization notification.

     • After the import is completed, the user will receive a notification via the Messages menu. This notification will contain a comprehensive summary of the import results.
       

       **In this report, the user will be provided with information regarding the number of departments, users, and/or roles that have been newly added or updated in the system. They will also be informed of any encountered errors or conflicts during the import process.

Below this section of the form, there are three important tabs to consider:

1. Departments
2. Users
3. Roles

*For a more in-depth explanation on how the importing and synchronization of departments works with EPC, click here.