synchronisation:introduction

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synchronisation:introduction [2025/04/01 16:06] – [Stock transactions] no longer needed Adrian Boonesynchronisation:introduction [2025/04/01 16:29] (current) – [Setting up or extending a sync system] Adrian Boone
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 Since mSupply v4.09, patients have a //home store//, initialised either according to the store they were created in, or according to their most recent prescription. Patients and their related data (patient medication records, repeats, insurance policies) can only be edited in an active dispensary store on the same //home site// where their home store is active. Since mSupply v4.09, patients have a //home store//, initialised either according to the store they were created in, or according to their most recent prescription. Patients and their related data (patient medication records, repeats, insurance policies) can only be edited in an active dispensary store on the same //home site// where their home store is active.
  
-Patients and their related data records will be synced to the primary server, and forwarded on to any other site which has an active/collector store in which the patient is visible. Prescriptions will be allowed in dispensary stores on any of those sites, except for repeats which can only be processed in dispensary stores on the patient's home site.+Patients and their related data records will be synced to the central server, and forwarded on to any other site which has an active/collector store in which the patient is visible. Prescriptions will be allowed in dispensary stores on any of those sites, except for repeats which can only be processed in dispensary stores on the patient's home site.
  
-Newly created patients will also be made visible in any other dispensary stores on the home site, depending on the store's visibility preferences. Subsequently, patient visibility is controlled from the primary server in the same way as for other name (customer & supplier) records.+Newly created patients will also be made visible in any other dispensary stores on the home site, depending on the store's visibility preferences. Subsequently, patient visibility is controlled from the central server in the same way as for other name (customer & supplier) records.
  
 === Other dispensary data === === Other dispensary data ===
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 Abbreviations, item directions, insurance providers and patient event types are treated as a special kind of system-specific data i.e. they are editable on the primary, but only synced to sites having at least one active dispensary store. Abbreviations, item directions, insurance providers and patient event types are treated as a special kind of system-specific data i.e. they are editable on the primary, but only synced to sites having at least one active dispensary store.
  
-Prescribers are also treated as a special kind of store-specific data, like patients i.e. they are editable in any active dispensary store on their home site, synced back to the primary server, and shared with dispensary stores on other sites where they've previously prescribed.+Prescribers are also treated as a special kind of store-specific data, like patients i.e. they are editable in any active dispensary store on their home site, synced back to the central server, and shared with dispensary stores on other sites where they've previously prescribed.
  
 === Transferring patients/prescribers to a different home store === === Transferring patients/prescribers to a different home store ===
  
-Watch this space...+This can be done only on the central server, by selecting a different dispensary store from the "Home store" pull-down menu. If you confirm that you want to start the transfer process, the patient/prescriber will become read-only and create a special type of message for the current home store's site. When that site syncs with the central server, the transfer process will complete. This makes the patient/prescriber visible in the new home store and then syncs any related records (e.g. prescriptions) to the new home store's site.
  
 ===== Transfers ===== ===== Transfers =====
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     * the received quantities for the original purchase order lines will be updated on the primary whenever the corresponding goods received lines are received there (and forwarded from there to the initiating store/site)     * the received quantities for the original purchase order lines will be updated on the primary whenever the corresponding goods received lines are received there (and forwarded from there to the initiating store/site)
     * when the primary receives any subsquent updates to goods received lines from the initiating store/site, it will update the quantities in the corresponding purchase order lines     * when the primary receives any subsquent updates to goods received lines from the initiating store/site, it will update the quantities in the corresponding purchase order lines
-  * If centralised procurement is not enabled, the received quantities for the original purchase order lines will be updated in the initiating store/site when it receives the goods received lines from the primary+  * If centralised procurement is not enabled, the received quantities for the original purchase order lines will be updated in the initiating store/site when it receives the goods received lines from the central server
  
 ===== Reporting ===== ===== Reporting =====
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   - Decide how to configure your server(s)   - Decide how to configure your server(s)
     * for a local combined primary and sync server:     * for a local combined primary and sync server:
-      * can your local server be online most of the time (it is more important that the internet to be reliable than for it to be fast)?+      * can your local server be online most of the time (it is more important for the internet to be reliable than for it to be fast)?
       * have you a fixed external IP address?       * have you a fixed external IP address?
       * can you open the necessary firewall ports to allow access to the local server from outside?       * can you open the necessary firewall ports to allow access to the local server from outside?
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     * single-user store/quiet dispensary (desktop): mSupply single-user desktop     * single-user store/quiet dispensary (desktop): mSupply single-user desktop
     * small store/clinic: mSupply mobile      * small store/clinic: mSupply mobile 
-  - Decide on the heirarchy of the stores you want to include+  - Decide on the hierarchy of the stores you want to include
     * which stores supply other stores?     * which stores supply other stores?
     * can stores which have the same supplying store transfer to each other, or just with the supplying store?     * can stores which have the same supplying store transfer to each other, or just with the supplying store?
-    * for dispensary stores, do you need to see prescription details on the central server 
   - Decide on the users for each site and their roles/permissions   - Decide on the users for each site and their roles/permissions
    
  • Last modified: 2025/04/01 16:06
  • by Adrian Boone