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Implementing DSO


The information in this topic is applicable only for on-premises deployments.


This section contains information about working with distributed fields, mappings, and pools. It also explains how to administer data transfers between forms. Topics include:

To set up distributed operations, follow this process:

  1. Make sure you have the appropriate permissions to configure Remedy Distributed Server Option (DSO).
    See Assigning-permissions-to-access-objects-and-requests
  2. Activate DSO and configure it for your distributed environment.
    See Configuring-Distributed-Server-Option.
  3. Determine which forms you will transfer data from and which forms you will transfer data to.
  4. Determine the amount of control you need over the transferred data:
  5. Determine which distributed fields to add to the forms identified in step 2.
    See Distributed-fields.
  6. Add distributed fields to the forms identified in step 2.
    See Adding distributed fields to forms.
  7. Determine whether you will use distributed pools.
    See Distributed-pools.
  8. (Optional) Create distributed pools according to your analysis in step 3.
    See Creating-and-modifying-distributed-pools.
  9. Determine how to map the forms identified in step 2.
    See Distributed-mapping.
  10. Create the required distributed mappings.
    See Creating-distributed-mappings.

    Unless otherwise noted, this section assumes that you are mapping between two servers. To maintain data integrity on more than two servers, see Chained-and-broadcast-distributed-transfers.

  11. Create filters or escalations that define the conditions under which distributed operations occur.
    See Creating-workflow-to-perform-DSO-operations.
  12. (Optional) Employ some of these advanced functions:

 

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AR System 21.3