How to Force User Synchronizing Within a PBCS Application


Planning in PBCS does not have a utility to force the sync of users and groups within the application.

However, when you import Access Permissions, a security sync is performed in the background.

It is performed as follows in Standard Interface:

– Export Security from the application with LCM

1. Open Application Management

2. Navigate to  Applications\<application>\Security

3. Select Access Permissions

4. Select Export

5. Provide a name
eg. <SecurityExport>

– Import the exact same file back in with LCM

1. Open Application Management

2. Navigate to Artifact Snapshots\<SecurityExport>

3. Select the Planning application

4. Select Access Permissions

5. Select Import

– Refresh the application

1. Launch the application

2. Select Administration -> Application -> Refresh Database

3. Select Database

4. Select Refresh

It is performed as follows in Simplified Interface:

– Export Security from the application with LCM

1. Navigator -> Migration

2. Select Planning Category

3. Select Security (It selects Access Permissions underneath

4. Select Export and give it a name

5. Once completed, close the Migration Status Report

-Import the exact same file back with LCM

1. Select Snapshots

2. Click the gear icon next to the export from step 4 and select Import

3. Click OK to Proceed

4. Once completed, close the Migration Status Report

– Refresh  the application

1. Select the Overview Card

2. Actions -> Refresh Database

3. Run a pre-created refresh job or click Create to create a new refresh job and run it

Thanks,

~KKT~

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