Once you have valid Template Projects deployed to a server, the first step in setting up the Dashboard is to retrieve those resources into the Dashboard database. To do this, select the Synchronize Route Data menu.
There are two options:
SynchTemplate Routes: Retrieves all Template Project routes from the server. (Recommended)
Synch Onboarded Routes: Retrieve all onboarded partner routes from the clarify server.Note: Only use this option upon request from Cleo Support.
This synchronization allows for the deployed routes to be viewable from the Dashboard. In the example above, 16 records have been synchronized. When finished, return to the Main Menu.
The next step will be to create Partners using the Dashboard menu.