DVMAX Sync Process

Owned by Amy Blanchard
Last updated: Oct 03, 2018
2 min read

Applies To: DVMAX v7.5 and higher

Purpose: This document reviews the steps to take to sync the data entered on the remote laptop with the data which has been entered on the main system.

Synchronize the Laptop Regularly

For maximum performance, and the best experience, the laptop should be synchronized as often as possible. Since both the Main system and the laptop are trading data with each other, the more frequently it is done, the faster Synchronization will complete.

Remember:

  • The System does not need to be shut down to Synchronize. 
    • **Exception - If you are syncing with a Single User terminal (no server workstation), you must quit and restart the DVMAX application before each sync.
  • The Laptop can Synchronize as many times as you like. Data will not 'duplicate'.


To Synchronize a Remote Laptop:
Go to the Special menu and choose Synchronize
Click Synchronize with Server
Wait for the Synchronization to complete
Note: If the Synchronization is disrupted at any point in time, click OK and tell the program to Synchronize again

You can be sure Synchronization is successful when you receive the alert stating Synchronization complete

NOTE: If you get any error messages during the sync, please call DVMAX Support to ensure a successful synchronization. 

*You need to finish invoices that were created and left unfinished on the remote on the Main Terminal after each sync.  You must sync the remote terminal again after these transactions are finished/processed.

*Remember, if you are syncing with a Single User terminal (no server workstation), you must quit and restart the DVMAX application before each sync

Rules of DVMAX Sync

To ensure the integrity of the data system the following rules exist to provide the best experience for all users.

The Main System Always Wins
If a single file is edited on both the laptop and the main system in the same time frame, the Main system always 'wins' and keeps it's version. For example:

A client phone number is changed on the main computer.
On the same day, the laptop changes the same client's address.

When a Synchronization occurs, the system will keep the main computer's version of the client file, resulting in the phone number change being preserved, but not the address change.
Alternatively, if the main system did not touch the client file at all, then the laptop would successfully update the client's address.


Financials update on the main system, not the remote laptop
You can do many things remotely with DVMAX, but 'finishing' invoices is no longer possible. You can still take payments and write full invoice and save them, but all final transactions must be completed on the main system. Once this is done, the laptop will receive the updates through Synchronizing.