KB7008: How to use the Subscription Book Synchronization Wizard in MicroStrategy Narrowcast Server

Strategy Narrowcast Server includes a Subscription Book Synchronization Wizard that allows the synchronization of users, addresses and their properties with the information in external sources.
 
To launch the Subscription Book Synchronization Wizard, select 'Synchronize Subscription Data' from the Tools menu of the Narrowcast Administrator (Or also click on the 'Synchronize Subscription Data' button from the toolbar).

 
The wizard guides the administrator through nine steps that are explained below along with images for each section.

• Set Synchronization Options: Defines the source for subscription information and how this information should be used during the synchronization process.
  

• Map User and Address Properties: Define how attributes present in the source file should be used to define user and address properties.
  

• Define Subscriptions: Define to which subscription sets each address should be subscribed based on the information available in the source file.
  

• Define Preferences: Define user preferences for any desired information objects and question objects based on the information available in the source file.
  

• Define Authentication: Define information source authentication for each user based on the information available in the source file.
  

• Define Security: Define information source security for each user based on the information available in the source file.
  

• Add or Map Users: When new users are found in the source file, control which users are added and which users are mapped to existing users.
  

• Remove or Map Users: When existing users are not found in the source file, control which users are removed and which users are mapped to new users.
  

• Review Changes: Review the proposed updates to the Subscription book and either commit the updates or go back and change the settings.