Sync Now Options

The Sync Now menu has several options that for a service administrator to use. Most of these options are accessed by clicking the Sync Now drop-down menu arrow.

The available options are as follows:

• Sync Now: Click it to initiate both the 8x8 PBX and Teams sync processes.
• 8x8 PBX: Click it to initiate only the 8x8 PBX sync process.
• Teams: Click it to initiate only the Teams sync process.
• Diagnostic Sync: Press Alt + Shift and click any of the above options to initiate a diagnostic sync process. This process adds extra debug information to each initiated sync process useful in diagnosing sync issues.
• Show Sync History: Click to display the Sync Jobs page, which displays a list of sync jobs that have been run on your service.

Sync Now Status Definitions

Whether static or while running a sync process, the Sync Now button may display different status messages:

Button Display	Button Message	Description
	Sync Now	Meaning: The service is up to date. The green check mark indicates that the admin portal has not detected any changes that require a sync. No action required.
	Sync Now - Changes Queued	Meaning: The blue button indicates that changes in the admin portal have been detected since the last sync, either to users or to the service configuration. Action required: A new sync should be run as soon as possible to implement your desired changes. You might need to run the sync process more than once, until you receive a green check mark.
	Syncing	Meaning: The initiated sync process is running. Two spinning arrows icon indicates a standard sync in progress. No action required.
	Syncing	Meaning: The initiated sync process is running. A spinning bug icon indicates that the sync was initiated with the diagnostic (debug) option enabled (Alt+Shift+Sync Now). No action required.
	Sync Now	Meaning: An issue has occurred during the latest sync. The white button with a warning triangle indicates that this issue was probably caused due to incorrect admin credentials. Action required: You should review the latest sync job history, correct for any errors displayed, and run your sync process again. When in doubt, sign in to the admin portal using a private browsing session (such as Google Chrome Incognito) and run your sync process again.
	Sync Now	Meaning: One or more significant errors have occurred during the latest sync. The red button indicates that one or more error messages were returned from Microsoft and/or 8x8. Action required: Both of your most recent sync jobs (8x8 PBX and Teams) in the sync job history will display a Failed status in the Sync Jobs log, regardless of which sync job actually contained errors. You should review the latest sync jobs, correct for any errors displayed, and run your sync process again.

Sync Now: What Happens During a Sync

The Sync Now process performs several critical functions:

• Connecting your Microsoft and 8x8 services together in the Voice for Teams admin portal:

  • Post-setup: Successive sync operations validate established critical service configurations.

• Synchronizing your Microsoft Teams users with their corresponding 8x8 user accounts:

  • Post-setup: Successive sync operations validate currently-assigned users, check for new users, and add/remove/change user information as required.

This sync is performed by running two different sync processes: 8x8 PBX and Teams. To perform this sync, you can choose to:

• Run separately these sync processes.
• Initiate both sync processes at once by clicking Sync Now.

8x8 PBX

During the 8x8 PBX sync process, the admin portal performs the following functions:

• Validating the 8x8 administrator login and their associated 8x8 administrative role.
• Checking the currently-synced admin portal user list against user profiles in the 8x8 Admin Console.
• Adding/removing users in the admin portal based on the status of the MS Teams integration license in each user's 8x8 user profile.

• Updating the admin portal user database.

Example: Here is a typical successful 8x8 PBX maintenance sync, during which no changes were detected, and no updates performed.

Teams

During the Teams sync process, the admin portal performs the following functions:

• Validating the Microsoft administrator login and their associated Microsoft administrative roles:

  • For the Teams sync to succeed, the administrator running the sync must be been assigned the appropriate Microsoft administrative role(s) to make required changes to their Microsoft services and/or users.

• Initiating a Microsoft PowerShell connection via Graph API to the administrator’s Microsoft tenant.

• During the initial admin portal setup phase, the Global Administrator cretate/edit the following items:

  • Global Dial Plan
  • Teams Calling Policies
  • PSTN Usage Records
  • Voice Routing Policies
  • 8x8 SBC Domains (added and activated)
  • Users are polled in the Microsoft tenant, tested for correct Microsoft licensing, added to the admin portal, and adjusted in the Teams tenant.

  Note: The licensing test does not occur if the admin portal has been configured for Large Tenant Mode.

• During every successive admin portal sync, all of the above changes/additions are validated:

  • Post-setup syncs typically require a Microsoft administrator with a minimum Teams Administrator or Teams Communication Administrator or Skype for Business Administrator role.
  • Teams users are compared against their respective 8x8 user profiles, and any detected changes are updated in the admin portal and the Teams tenant.

Example: Here is a typical successful Teams maintenance sync, during which no changes were detected, and no updates performed.