Knowledgebase
HOWTO: Synchronize and Share Ranking Report Data Across Multiple Installations of Places Scout on the Same Network
Posted by Mark Kabana on 11 September 2012 02:43 PM

Overview

If you have multiple installations of Places Scout on different computers that reside on the same local network, you can setup Places Scout to share ranking report data and synchronize this data across all desired computers that Places Scout is installed on as long as all of these computers reside on the same local network.

This functionality is useful if you in an office / agency environment where you have multiple users of Places Scout and would like the ranking report data to be shared and synchronized across all users on the same network. This way each user / computer sees the same ranking report data and can view / run reports. It is also useful if you have Places Scout installed on two computers (for example, your PC and your laptop) and would like the ranking report data to be shared and synchronized between these two computers.

This article will outline how to setup Places Scout to share and synchronize ranking report data across all computers on your network that run Places Scout.

Prerequisites

  1. Multiple computers that have Places Scout installed and are on the same local network


  2. One of the following scenarios:

    • Scenario 1 – A master computer that stores ranking report data files and shares these files with other users on the network.
      In this scenario, a master computer will store the ranking report data files that other computers can access via a shared folder on the network. In this scenario, you will need to configure the master computer to share the folder that Places Scout stores the ranking report data files so that other computers can access it (instructions below).

      ** OR **

    • Scenario 2 – A network storage drive will store ranking report data files that all users on the network can access
      In this scenario, you will need to have an attached network storage drive that each computer can access on the network. Ranking Report data files will be stored on the network drive and each computer will access the data on this network drive.

  3. In either of the above scenarios, please note that you will need to ensure that each user has Read / Write privileges on the shared folder if that user chooses to perform any operation that modifies the report data, such as running a ranking report and adding new reports.


  4. Also note that only one user can perform an operation that edits the report data storage file at any given time. Once that user is done editing the file, other users can then perform operations that edit the file.  Users will be alerted that they cannot edit the file if another user is currently editing the file, and will also be alerted when changes have been made to the file and the data needs to be reloaded.

IMPORTANT BEFORE CONTINUNING
It is strongly recommended that you create a ranking report data backup file before continuing incase something goes wrong changing your report data storage directory.  Please visit the following knowledgebase article for instructions on how to create a ranking report data backup file:

http://www.placesscout.com/support/Knowledgebase/Article/View/40/0/howto-create-backups-of-ranking--reputation-report-data-files-and-restore-report-data-backup-files


Instructions for Sharing and Synchronizing Data

 

Steps for Scenario 1 – Master computer stores ranking report data files and shares these files with other users on the network


Part 1 – Sharing the Report Data Folder with Other Users

  1. On the master computer that will store the ranking report data files, open up Places Scout, and goto the Settings tab.

  2. Under the ‘General’ Settings, there is a ‘Report Data Storage Directory’ box. In this box, you will see the default path that Places Scout stores ranking report data in. It will look something like:

    C:\Users\[insert windows user name]\AppData\Roaming\Places Scout

    Note this above path for Step 3.

  3. Open Windows Explorer, and navigate to the following directory

    C:\Users\[insert windows user name]\AppData\Roaming\

    (NOTE: If you cannot find this directory, it is because you have chosen to not view hidden folders - You will need to manually enter this path into Windows Explorer - Simply click on the folder list at the top of Windows Explorer, and then you will be able to manually enter and edit the path of Windows Explorer - just copy the above path into Windows Explorer so you can view this folder).

  4. In the above directory, Locate the folder named ‘Places Scout’, right click on it, and choose ‘Properties’ in the menu that appears

  5. In the Folder Properties window, Click on the ‘Sharing’ tab.

  6. Click the ‘Advanced Sharing’ button

  7. In the advanced sharing window, check the ‘Share this Folder’ checkbox

  8. Click on the ‘Permissions’ button

  9. Configure the permissions properly so that the proper users on your network that you want to share the report data with have the appropriate Read / Write permissions for this folder.

    If you need additional help sharing folders and configuring permissions for shared folders, please visit this link for more info: http://www.onecomputerguy.com/windows7/windows7_sharing.htm

 

Part 2 – Sharing Ranking Report Data with other Computers

NOTE: On the master computer, no additional configuration is necessary

NOTE #2: Please note that by following the steps below, any existing ranking reports on each computer you would like to synchronize report data with the master computer will be deleted and replaced by the reports contained on the master computer.

For each computer you would like to synchronize and share ranking report data on, follow these steps:

  1. Goto the ‘Settings’ tab of Places Scout

  2. Under the ‘General’ Settings, there is a ‘Report Data Storage Directory’ box. Click on the ‘Change Report Storage Directory’ button in this box.


  3. Follow the instructions, and navigate to the shared folder on the network that the master computer shared in the steps in Part 1.

  4. After selecting this shared folder on the network, the report data will now be synchronized between the current computer and the master computer.

 

Steps for Scenario 2 – A network storage drive will store ranking report data files that all users on the network can access

Before continuing, please create a folder on the network storage drive that all users can access, and be sure to grant read / write permissions on this folder to all users who you want to synchronize and share ranking report data with.

NOTE: In this scenario, you will need to pick what computer’s ranking report data you would like to share across all computers, and be sure to follow these steps on that computer first, and then follow these steps on the remaining computers after that. What happens is that ranking report data files will be copied from the the first computer you run the following steps on to the shared folder on the network drive, and all other computers will use this data that was copied from the first computer for sharing and synchronization.

 

Part 1 – Copy the Ranking Report Data Files from a Single Computer that you want to share and synchronize with other computers

  1. On the computer you want to share ranking report data files with others, goto the ‘Settings’ tab in Places Scout.


  2. Under the ‘General’ Settings, there is a ‘Report Data Storage Directory’ box. Click on the ‘Change Report Storage Directory’ button in this box.


  3. Follow the instructions, and navigate to the shared folder on the network drive.


  4. After selecting this shared folder on the network, the report data from the current computer will be copied over to the shared folder on the network drive


  5. No additional configuration is required for the first computer

 

 

Part 2 – Sharing Ranking Report Data on the Network Drive’s Shared Folder with other Computers

For each computer you would like to synchronize and share ranking report data on, follow these steps:

  1. Goto the ‘Settings’ tab of Places Scout

  2. Under the ‘General’ Settings, there is a ‘Report Data Storage Directory’ box. Click on the ‘Change Report Storage Directory’ button in this box.

  3. Follow the instructions, and navigate to the shared folder on the network drive

  4. After selecting this shared folder on the network, the report data will now be synchronized between this computer and any other computers you follow these steps on.
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