Difference between revisions of "Synchronizing data"

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(Created page with "{{Stamp|2016-09-16|3.9.7|1.0.3}} '''''This page is potentially incorrect, incomplete, and under development.'''''. There are currently two facilities for synchronizing d...")
 
 
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{{Stamp|2016-09-16|3.9.7|1.0.3}}
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{{Stamp|2017-01-13|4.2.1|1.0.7}}
  
'''''[[This page is potentially incorrect, incomplete, and under development.]]'''''.
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There are currently two facilities in Memento for synchronizing data. One is to the Memento Cloud. The other is to the Google Sheets application via files stored on Google Drive. They are generally quite separate services, used for mostly distinct purposes.
 
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There are currently two facilities for synchronizing data. One is to the Memento Cloud. The other is to the Google Sheets application via files stored on Google Drive.
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== Synchronization with the Memento Cloud ==
 
== Synchronization with the Memento Cloud ==
'''[[TBD]]'''
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The Memento Desktop Edition accesses libraries and resources stored in the Memento Cloud, and there is no local copy explicitly stored on the device. Though there is a download that occurs, this is specifically a cached working copy; the cloud contains the real library.
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The Memento Mobile Edition stores libraries and associated resources in local storage, whether internal to the device or on mounted external media. Each of these libraries, together with associated files, may be synced to the Memento Cloud, after which the local copy and that in the cloud will be kept in sync.
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The Memento Cloud synchronization service is used to enable supported mobile devices to:
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* Enable access to Memento libraries and associated resources across multiple devices and platforms as if they are local
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* Share access to Memento libraries and associated resources with the public or with specific other accounts
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Data analysis features, such as filters, grouping, charts, and sort order are client-specific, and are not synced via the Memento Cloud.
  
 
== Synchronization with Google Sheets ==
 
== Synchronization with Google Sheets ==
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This service is used to:
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* externalize some or all fields of a library's entries to enable viewing or processing using Google Sheets.
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* sharing some or all fields of a library's entries with others who do not use Memento, but who may use Google Sheets.
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* provide a worst-case form of backup, augmenting the internal backup/restore capabilities built into Memento.
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Synchronization is performed on a library by library basis.
 
Synchronization is performed on a library by library basis.
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Keep in mind that — while Memento field names can include any UTF-8 characters — Google Sheets may be more restrictive, especially column names, so name your fields to support later sync or export/import.
  
 
To initiate Sheets synchronization for a library:
 
To initiate Sheets synchronization for a library:
# Link the library to a new or existing Sheets file on Google Drive. To do it, open the Library Entries List screen, open the Action menu. If the library is already set up to synchronize with a Sheets file, the option will be entitled "Sync Roth Google Sheets". If not, it will be entitled "Link To Google Sheets". Since we are initiating sync, select ''Link to Google Sheets''.
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# Link the library to a new Sheets file on Google Drive by opening the Library Entries List screen and then its Action menu. If the library is already set up to synchronize with a Sheets file, the option will be entitled "Sync with Google Sheets". If not, it will be entitled "Link To Google Sheets". Since we are initiating sync, select ''Link to Google Sheets''.
# A card will appear with options ''Link to new document'' and ''Link to existing document''. If you want to create a new Google spreadsheet with records from the Memento library, select ''Link to new document''.
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# A card will appear with an option ''Link to new document''. If you want to create a new Google spreadsheet with records from the Memento library, select ''Link to new document''. In this case, a new Google Sheets file will be created on the Google Drive (access to that account required) in the root (My Drive) directory, and a sheet row will be created for every library entry. You can then use Google Sheets to view, edit, add, and delete rows/entries.
# Select ''Link to existing document'' if you already have a Google spreadsheet created previously, with data that you want to link to your Memento library. Please note: When linking the library to an existing Google spreadsheet, the data is transferred in just one direction - either from Memento to Google or from Google to Memento.
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# To synchronize changes made in Memento and Google Sheets, open the library's Action menu and select ''Sync with Google Sheets''.
# After you link it, a spreadsheet containing all library entries will appear in the list of Google Sheets documents. You can use Google Sheets to view, edit, add and delete entries.
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# To synchronize changes made in Memento and Google Sheets, open the library menu and select Sync with Google Sheets.
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== Synchronizing files (images) ==
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=== Synchronizing files (images, audio, etc) with Google Sheets ===
Synchronization of files attached to records (images, audio recordings, etc.) is turned on when connecting with a Google spreadsheet, or in the library settings.
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Synchronization of files attached to entries (images, audio recordings, etc) is turned on when connecting with a Google spreadsheet, or in the library settings.
* All files of a library are uploaded to Google Drive, in a folder called Name_library.files
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* All files attached to entries of a library are uploaded to Google Drive, in a folder called Name_library.files
 
* Links to uploaded files are saved in a column of the Google spreadsheet with the name Name_field.http
 
* Links to uploaded files are saved in a column of the Google spreadsheet with the name Name_field.http
  
== Restoring the library from Google Sheets ==
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=== Notes ===
You can restore libraries that have been synchronized with Google Sheets.<br />
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To do this, open the menu in the home screen and select ''Add library''. On the list of templates that opens, select ''Restore from Google''.<br />
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:; New MEMENTO_ID column: When the link to Google Sheets is created (called ''binding''), an additional column will be created in the Sheet, with a title of '''MEMENTO_ID''', to enable matching of rows to entries in Memento. '''Do not modify or delete this column.'''
Then you will see all the libraries synchronized with the current Google account. After selecting a library, it will be created on your mobile device and will receive all the data from the linked Google spreadsheet.
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:; Matching locale settings: The locale setting on your device should match the locale setting in Google Sheets.
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:; Editing the same rows/entries: If you edit the same entries/rows in Memento and Google Sheets, you will be prompted to choose which version is correct.
  
== Synchronization between two or more devices ==
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:; Adding a new field: Whenever you add a new field for synchronization, the Sheet file on the Google Drive is created anew.
Using synchronization with Google Sheets, you can synchronize library data on multiple devices.
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# On all devices, select the exact same Google account. On the main device, synchronize the library with Google Sheets.
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# On the other devices, download the library, as described in previous section.
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At this point in the library restructuring process, changes on one of the devices (for example adding new types of fields) are not transferred to the other devices. You need to repeat the procedure for linking libraries for all the other devices.
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<br />
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Note: for sync a library between devices is recommended use the [[Cloud storage and Teamwork|Memento Cloud]].
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:; Keep data together: All entries in the Google Sheet should follow one after another. There should be no empty rows.
  
== Notes ==
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:; Some one-direction-only field types: Memento allows you to synchronize fields of all types.<br/>However, Calculation, JavaScript, & Contact fields are synchronized in one direction only &mdash; from Memento to Google.
* In the Google table will be created additional column '''MEMENTO_ID''' for matching rows in a table with the entries in Memento. Don't modify or delete this column.
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* Locale on your device should match the locale in Google Sheets.
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* If you edit the same entries in Memento and Google Sheets, you will be offered to choose which version is correct.
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* Whenever you add a new field for synchronization, the sheet in Google Docs is created anew.
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* All entries in the Google Spreadsheet sheet should follow one after another. There should be no empty rows.
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* Memento allows you to synchronize only fields of certain types: text, integer, real number, date, date/time, rating, currency, single-choice list, multiple-choice list, location, boolean, hyperlink, barcode.
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[[Category:Spec]]
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[[Category:Overview]]

Latest revision as of 21:27, 22 October 2020

« Page as of 2017-01-13, editions Mobile 4.2.1, Desktop 1.0.7 »

There are currently two facilities in Memento for synchronizing data. One is to the Memento Cloud. The other is to the Google Sheets application via files stored on Google Drive. They are generally quite separate services, used for mostly distinct purposes.

Synchronization with the Memento Cloud

The Memento Desktop Edition accesses libraries and resources stored in the Memento Cloud, and there is no local copy explicitly stored on the device. Though there is a download that occurs, this is specifically a cached working copy; the cloud contains the real library.

The Memento Mobile Edition stores libraries and associated resources in local storage, whether internal to the device or on mounted external media. Each of these libraries, together with associated files, may be synced to the Memento Cloud, after which the local copy and that in the cloud will be kept in sync.

The Memento Cloud synchronization service is used to enable supported mobile devices to:

  • Enable access to Memento libraries and associated resources across multiple devices and platforms as if they are local
  • Share access to Memento libraries and associated resources with the public or with specific other accounts

Data analysis features, such as filters, grouping, charts, and sort order are client-specific, and are not synced via the Memento Cloud.

Synchronization with Google Sheets

This service is used to:

  • externalize some or all fields of a library's entries to enable viewing or processing using Google Sheets.
  • sharing some or all fields of a library's entries with others who do not use Memento, but who may use Google Sheets.
  • provide a worst-case form of backup, augmenting the internal backup/restore capabilities built into Memento.

Synchronization is performed on a library by library basis.

Keep in mind that — while Memento field names can include any UTF-8 characters — Google Sheets may be more restrictive, especially column names, so name your fields to support later sync or export/import.

To initiate Sheets synchronization for a library:

  1. Link the library to a new Sheets file on Google Drive by opening the Library Entries List screen and then its Action menu. If the library is already set up to synchronize with a Sheets file, the option will be entitled "Sync with Google Sheets". If not, it will be entitled "Link To Google Sheets". Since we are initiating sync, select Link to Google Sheets.
  2. A card will appear with an option Link to new document. If you want to create a new Google spreadsheet with records from the Memento library, select Link to new document. In this case, a new Google Sheets file will be created on the Google Drive (access to that account required) in the root (My Drive) directory, and a sheet row will be created for every library entry. You can then use Google Sheets to view, edit, add, and delete rows/entries.
  3. To synchronize changes made in Memento and Google Sheets, open the library's Action menu and select Sync with Google Sheets.

Synchronizing files (images, audio, etc) with Google Sheets

Synchronization of files attached to entries (images, audio recordings, etc) is turned on when connecting with a Google spreadsheet, or in the library settings.

  • All files attached to entries of a library are uploaded to Google Drive, in a folder called Name_library.files
  • Links to uploaded files are saved in a column of the Google spreadsheet with the name Name_field.http

Notes

New MEMENTO_ID column
When the link to Google Sheets is created (called binding), an additional column will be created in the Sheet, with a title of MEMENTO_ID, to enable matching of rows to entries in Memento. Do not modify or delete this column.
Matching locale settings
The locale setting on your device should match the locale setting in Google Sheets.
Editing the same rows/entries
If you edit the same entries/rows in Memento and Google Sheets, you will be prompted to choose which version is correct.
Adding a new field
Whenever you add a new field for synchronization, the Sheet file on the Google Drive is created anew.
Keep data together
All entries in the Google Sheet should follow one after another. There should be no empty rows.
Some one-direction-only field types
Memento allows you to synchronize fields of all types.
However, Calculation, JavaScript, & Contact fields are synchronized in one direction only — from Memento to Google.