Creating sync rules with custom properties

Your company has a number of multi-node Qlik Sense installations that are spread out geographically across several countries. You need to create synchronization rules for all of your nodes.

You can set sync rules on individual nodes. However, given the multi-node scenario it will be easier to manage synchronization if you group nodes. Here you can consider grouping nodes by country, by function or both.

The following example will show how you can group nodes by both geography and function. Let's assume that you have one multi-node installation per geography. Here you want to create sync rules to synchronize each department node with the apps published on the corresponding departments' streams on the central node.

Do the following:

1. Create a custom property called Geographies.
   1. Apply the custom property to the Resource types Nodes.
   2. Create the following values for the custom property Geographies: USA, Canada, and Mexico.

2. Add the custom property Geographies and Departments to the appropriate nodes.

   Information noteIn this example the nodes with names including *F001 are located in Canada, *F002 in the USA and *F003 in Mexico.

   1. Select the appropriate nodes in the Nodes overview (using multi-select).

   2. For example, set custom property Geographies to Canada and set the property Departments to Sales.

   3. Repeat for all geographies and departments.
3. Create a sync rule that enables Sales nodes to synchronize apps in the sales streams on the Central node.

   1. Create a sync rule for Resource App and Resuource type resource.stream.@department = Sales.

      This means that the sync rule will apply to all apps in streams that have the custom property Departments set to the value Sales.

   2. Set the Node access conditions to @Geographies = Canada and @Departments = Sales.

      This means that the sync rule will only apply to nodes with the custom properties Geographies set to Canada and Departments set to Sales.

   3. Repeat for all geographies and departments.

You have now made it possible to administer node synchronization using geographies and departments.