Partner syndication


THIS FEATURE IS DEPRECATED


The Partner syndication module allows to securely share data with the BizDock instances of your parnters. This system is based on Agreements to specifically define which data type could by synchronized.

Agreement definitions

Agreement: an Agreement is a contract between 2 BizDock instances that defines the scope of the possible synchronizations. It is triggered by a “master” instance and approved by a “consumer” instance.

Master Agreement: a Master Agreement is an Agreement for which the instance is the master, meaning it will provide data to another instance.

Consumer Agreement: a Consumer Agreement is an Agreement for which the instance is the consumer, meaning it will receive data from another instance.

Agreement relation: An Agreement relation is attached to an Agreement and define a set of data to synchronize from a specific master object (in the master instance) to a specific consumer object (in the consumer instance).

The syndication processes

Agreement

Agreement relation

An Agreement relation could be done only for an ONGOING Agreement, and is automatically closed when the Agreement is FINISHED.

Attributes

Agreement

Field Description
Date Creation date of the Agreement.
Partner Partner name of the syndicated instance (meaning the instance with who the agreement is done).
Contact Contact name of the syndicated instance.
E-mail E-mail of the syndicated instance.
Agreement name Name of the Agreement.
Ref ID Reference ID of the Agreement.
Start date Start date of the Agreement, meaning the synchronization are possible only from this date.
End date End date of the Agreement, meaning its expiration date.
Status Status of the Agreement, possible values are: Pending, Ongoing, Rejected, Suspended, Finished, Cancelled.
Authorized items List of items that could be synchronized:
Initiative - Planning Package: All Planning Packages of an Initiative/Release
Initiative - Report status: All Reports of an Initiative/Release
Initiative - Timesheet: All approved or locked Timesheet logs related to an Initiative/Release

Agreement relation

Field Description
Date Creation date of the corresponding Agreement.
Partner Partner name of the syndicated instance.
Agreement Name of the corresponding Agreement.
Relation name Name of the relation.
Description Description of the relation.
Start date Start date of the corresponding Agreement.
End date End date of the corresponding Agreement.
Data type Data type of the relation, for example “Initiative”.
Synchronized items List of synchronized items. It represents a subset of the “Authorized items” of the corresponding Agreement. For sure, all synchronized items are for a same data type.
Status Status of the relation, possible values are: Pending, Ongoing, Rejected, Cancelled.