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Running and Scheduling Syncs
To send out certificates and other relevant information on Clik Cert, you will need to perform sync.
This process updates staff user details, certificates, addresses, and templates on the field devices.
Before proceeding, ensure that you have the appropriate privileges configured. Specifically, Follow this guide and verify that the Can Sync Certificates‘ privilege is set to “allow“.
To do this, you will first need to have the correct privileges set up. Follow this guide and ensure that the ‘Can Sync Certificates‘ privilege is set to “allow”.
Running a Sync
To initiate a sync using the office software, follow these steps:
- Navigate to the certificate screen.
- Click the ‘Sync‘ button located in the top-right corner of the screen.
- Monitor the progress of the sync, which will be displayed in the bottom bar.
Following this, a sync must also be performed in the Clik Field application. For further details, refer to the corresponding support articles:
Scheduling a Sync
To automate the synchronization process at specific intervals during the day, a sync schedule can be set:
- Go to Edit > Settings.
2. Select the ‘Field Users’ tab.
3. Check the box labeled ‘Enable Schedule Sync‘ and adjust the schedule settings to your business hours.
Note: Automatic synchronization requires the software to be open on the server or standalone machine. Ensure that the “between” times align with when the software will be active.
- Once the schedule is configured, click ‘OK‘ to save your settings and close the window.
By following these instructions, you can ensure efficient and timely synchronization of data between the office software and field devices.
