Job Templates

Synchronize comes with a set of pre-defined job templates that represent some of the most common business scenarios in use. You can use these templates as is, modify them to suit your needs, or create your own custom templates.

Creating a custom template involves saving a job as a template. Therefore, you must first create a job with commonly used settings before you can save it as a template. You can also create templates of existing jobs on-the-fly to reuse their settings in new jobs.

Create a Job Template

Follow the steps to create a job template.

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On Synchronize portal, select All Jobs.

Step 3 – From the All Jobs list, select the job you want to save as a template.

Step 4 – Click the three vertical dots icon and select Save as Template.

Step 5 – On Template Name and Description wizard, update the name and description and click Save.

Import a Job Template

You can also import job templates. Only job templates that have been exported from Directory Manager Synchronize can be imported to other machines running Directory Manager Synchronize.

The import action only requires you to select the location where the exported template resides.

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On the Synchronize portal, click Job Templates.

Step 3 – Click Import Jobs to open the dialog box.

Step 4 – Click the Browse button to browse to the location where the exported job templates are placed. The selected path is displayed in the adjacent box.

All job templates at the given location get listed in the Name column.

The Description column shows the description of the job template.

The Source and Destination column displays the name of providers.

While importing, if a job template with the same name already exists on the machine, a confirmation box is displayed for you to verify the import by replacing the existing template or saving it as a new one. If you import it as a new template, Synchronize appends a numeric code to the template name to differentiate it from the existing template.

Export a Job Template

To export a job collection template, you need to follow these steps:

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On the Synchronize portal, click Job Templates.

Step 3 – On the Job Templates page, click the three vertical dots icon on the template in the list that you want to export and click Export.

If you want to export multiple job templates, select all and click Export Job(s) from the top right corner.

Create a Job from a Template

Follow the steps to create a job from a template.

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On the Synchronize portal, click Job Templates.

For every template listed, the view provides its name, description, source, and the destination provider.

Step 3 – On the Job Templates page, click the three vertical dots icon on the template in the list and select Create from Template.

OR

Click the job template you want to use for the new job.

This will launch Create a Job wizard. Proceed to map the settings stored in the template on to the new job.

Rename a Job Template

Follow the steps to rename a job template.

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On the Synchronize portal, click Job Templates.

Step 3 – On the Job Templates page, click the three vertical dots icon on the template in the list click Rename.

Step 4 – On Rename Job Template Name & Description wizard, update the name and description and click Save.

Delete a Job Template

Follow the steps to delete a job template.

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On Synchronize portal, select Job Templates.

Step 3 – On the Job Templates list, click the three vertical dots icon of the template that you want to delete and select Delete from the menu.

Filter Job Templates

You can apply filters on the Job Templates page to display only those job templates that match the criteria set in the Search Filters section.

Step 1 – On Directory Manager portal, select Synchronize on left pane.

Step 2 – On Synchronize portal, click Job Templates.

Step 3 – In the Search Filters section, select one of the following attributes from the Attributes list to filter job templates:

• Name
• Description
• Source
• Destination

Step 4 – Two more boxes get displayed next to Attributes box upon selecting a filter.

• Select an Operator from the first list.
• Specify a value for the selected operator in the second box.

Step 5 – Click Apply Filter.

All the job templates that match the specified criterion are displayed.