Home Maintenance > Sync Data (with another iOS device)

This version of Home Maintenance allows you to sync data and images between 2 iOS devices running Home Maintenance. Note that both devices will need to run Home Maintenance. We have tested the following iOS devices: iPhone, iPad, and iPod Touch. All will have to run at least iOS 4.0. Data Sync in Home Maintenance is supported either over WIFI or Bluetooth. Syncing over WIFI is definitely faster than over Bluetooth. Support for syncing over Bluetooth means that you can sync between over 2 iOS devices on the road, even when there’s no WIFI network (or any network).

With this features, service companies can send out service workers with iOS devices running Home Maintenance to perform and track services on the road, and at the end of the day, sync up with the master version of Home Maintenance running at the central office. This is a very powerful feature and the most frequently requested feature. Please read this section carefully since it’s a powerful feature with many options, so there will be a bit of a learning curve.

To launch the Data Sync functionality, tap on the data sync icon, as shown below:

iPhone-HomesTapToSyncData
Which launches the following page:
iPhone-SyncPeerListEmpty

“Discovering Peer Devices over WIFI or Bluetooth” means that the application is trying to find other iOS devices running Home Maintenance in order to connect to and sync with. Initially, this list will be empty. Try launching the Data Sync functionality on another iOS device. The new device name (peer device) should automatically appear in the list, like so:

iPhone-SyncPeerList
The other iOS device should show your device’s name in its list of peer devices. You can initiate a sync from either device, since it doesn’t matter. Tap to select the peer device name that you want to sync with. The application initiates a sync request authorization with the other device. You should see the following page while your device is waiting for sync authorization:
iPhone-SyncWaitingForAuth

On the other device, you should see the following:

iPhone-SyncAuth

Tap “Yes” to authorize the connection. You should see the following page asking you to select the Sync Method:

iPhone-SyncStep2

There are 3 possible sync methods:

  1. 1-way Sync (Replace Data) - use this sync method to copy the home maintenance records from a master device to its peer device, replacing any home maintenance records on the peer device that already exist. A home maintenance record is composed of the Home record, its Item records, and their Service History records, along with any attached images. Two home maintenance records are considered to be the same if they have the same name for the Home record, even if both Home records may have different Items, Service Histories, and images. Typically, you will use this sync method to make sure the peer device has the exact home maintenance records as those on your device. You can select which home maintenance records to sync with the peer device.
  2. 1-way Sync (Merge Data) - use this sync method to copy the home maintenance records from a master device to its peer device, merging with any home maintenance records on the peer device that already exist. A home maintenance record is composed of the Home record, its Item records, and their Service History records, along with any attached images. Two home maintenance records are considered to be the same if they have the same name for the Home record, even if both Home records may have different Items, Service Histories, and images. Typically, you will use this sync method to merge your home maintenance records with the peer’s home maintenance records, the resulting merged records will be saved on the peer device. The home maintenance records on your device will not be affected by this sync since it’s a 1-way merge from your device to your peer device. You can select which home maintenance records to sync with the peer device.
  3. 2-way Sync (Merge Data) - use this sync method to merge the home maintenance records from both devices. At the end of the sync, the home maintenance records on both devices will look exactly the same. For this sync, you cannot select which records to merge, since it doesn’t make a lot of sense if you think about it.
Let’s start with the 1-way Sync (Replace Data). Tap on the “1-way Sync (Replace Data)” method in Step 2, as shown below:

iPhone-SyncStep2OneWaySyncReplace

Once a sync method is selected, you will be presented with a list of homes that you can select to sync with the peer device. You can either “Sync Selected Records” or “Sync All Records”, as shown above. Let’s tap on “Sync All Records” to start the sync process. You will see the following warning message:

iPhone-SyncBluetoothWarning

It is extremely important that if you’re syncing over a WIFI network that you must turn off Bluetooth on both devices. If not, the sync will be unreliable and slow. This is due to a known bug in the radio hardware/software. Tap on “Start Sync” to start the sync. You’ll see the sync status page, as shown below:

iPhone-SyncInProgress
It shows you a detailed status of the current sync process. The top progress bar shows the current data transfer progress. The bottom bar shows the sync progress. You can safely “Abort Sync” anytime. Of course, data my be applied partially but the application ensures that you will not get corrupted data. If everything goes well, you’ll see the following:
iPhone-SyncCompleted
This means that the sync process is successful. Tap “Close” to exit. Syncing is usually very fast, especially when you’re not using images. If you are, the sync process may take longer, depending on the number of images and the size of each image.

Now let’s look at a 1-way Sync (Merge Data). Tap on the “1-way Sync (Merge Data)” method in Step 2, as shown below:
iPhone-SyncStep2OneWaySyncMerge

You will notice that as soon as you tap “1-way Sync (Merge Data)”, the merge option icon (blue disclosure icon) becomes visible, as shown above. Tap on this disclosure icon to bring up the Merge Options page:

iPhone-SyncMergeOptions

When merging data, there will be times when conflicts can occur. Let’s take a look at a few examples. Let’s say that we’re merging 2 home records, but each has a different Purchase Price. So which Purchase Price should we use for the merge? What about 2 Items with the same name but with different Service Frequency or Next Service Date? The Merge Options page gives you the ability to pick a conflict resolution method:

  1. Use my data as master copy to resolve data conflicts -- if you select this option, when there’s a conflict during a merge, the merge program will use your data. In our example above, it will use your Purchase Price rather than your peer’s. This is the default.
  2. Use my peer’s data as master copy to resolve data conflicts -- if you select this option, when there’s a conflict during a merge, the merge program will use your peer’s data. In our example above, it will use your peer’s Purchase Price rather than yours.
Note that for text fields, the sync process will try to merge the 2 text strings if they are different. If merging is not possible, then it will use the default conflict resolution option.

After selection a Merge Option, you can proceed with the sync as described previously. Note that for a 2-way Sync (Merge Data), you can only “Sync All Records”, as shown below:

iPhone-SyncStep2TwoWaySyncMerge

This is an advanced topic, please email us at support@pojosoft.com if you have any questions or issues.