Synchronizing sources

Efficiently managing your knowledge resources in HALO requires regular synchronization to ensure data is up-to-date and accessible for agents. Here are the available syncing options designed to streamline this process:

Synchronize All Resources:

Use the sync button located in the top right corner to synchronize all knowledge resources simultaneously.

Selective Multi-source Sync:

• You can sync multiple sources by selecting the relevant resources using checkboxes in front of each source. Then, click the Sync button in the top right corner.

• The Status column will display which files are currently syncing. If needed, you can stop a sync operation by clicking the ‘Stop Sync’ button in the top right corner.

Individual Resource Sync:

To sync individual resources, click the three dots next to the desired source and select Sync.

Alternatively, click directly on the source to open the properties section of the resource, then choose Sync from the options available in the top right corner. See example below.

Scheduled Synchronization:

You have the option to activate or deactivate scheduled synchronization within the Profile Settings screen. For detailed guidance, please refer to this article.