A CSPro synchronization service is a service that facilitates the
synchronization of cases, files, and other data. This service is generally a server that CSPro connects to over the Internet, but it can also be a service running on a local machine, or another device.
CSPro interacts with synchronization services in contexts such as:
The most powerful server-based synchronization service is
CSWeb. This is a web application, designed specifically for CSPro data synchronization, that users can host on their own servers to securely manage synchronization operations.
Users without the ability to manage a server may consider using
Dropbox, a generally free server-based synchronization service that is suitable for survey-sized data sets.
The
Bluetooth synchronization service facilitates transferring data between devices. This does not require an Internet connection, but the devices must be located near each other.
CSWeb: CSWeb is a
web server running the CSPro synchronization service and is best suited for censuses and large surveys. CSWeb can be run on any web server with PHP and MySQL. It can be hosted on a headquarters computer, a hosted website, or a cloud-based virtual server. Configuring and maintaining a CSWeb server requires experience with web server
administration and cybersecurity. Users without these skills should consider using
Dropbox or
FTP instead.
Dropbox: Dropbox is a free, cloud-based synchronization service ideal for small- to medium-sized survey operations. It requires no server setup or maintenance and avoids the complexity of configuring a CSWeb server. However, data stored on
Dropbox is managed by an external company, and some organizations restrict storing data with third parties.
Dropbox (Local Files): Dropbox (Local Files) is a variant of the
Local Files synchronization service that uses data stored on Dropbox, but accesses it through the Dropbox
client software rather than over the Internet. The Dropbox client manages data transfers. This option is primarily useful when downloading large amounts of data, which may take a long time through the online Dropbox connection. This option is only supported on Windows.
FTP: A File Transfer Protocol (FTP) server provides a synchronization option for those conducting small- to medium-sized survey operations. It is suitable for users who cannot configure a CSWeb server but prefer not to use Dropbox.
Bluetooth: The Bluetooth synchronization service allows a device to connect to another device as a client, with the other device acting as a
passive server that responds to client commands. The two devices must be physically close, as
Bluetooth is a short-range wireless technology.
Local Files: The Local Files synchronization service simulates the file-based synchronization services (such as Dropbox and FTP) on a local machine. It is useful for testing synchronization operations, and can also be used to synchronize with an FTP server hosted locally. Instead of synchronizing over the Internet, this service assumes that all files are stored on the local machine. It is particularly helpful when working with large quantities of data that would take a long time to transfer online.
The functionality of each synchronization service is summarized in the following table:
| Feature | CSWeb | Dropbox | Dropbox
(Local Files) | FTP | Bluetooth | Local Files |
| Connection type: | Internet | Internet | Local machine | Internet | Bluetooth | Local machine |
| Case storage: | Database | Files | Files | Files | — | Files |
| File storage: | Files | Files | Files | Files | — | Files |
| Message storage: | Database | Files | Files | Files | — | Files |
| Paradata storage: | Files | Files | Files | Files | — | Files |
| Application storage: | Files | Files | Files | Files | — | Files |
| Supports application deployment: | ✔ | ✔ | ✘ | ✔ | ✘ | ✘ |
| Supports application updating: | ✔ | ✔ | ✔ | ✔ | ✔ | ✔ |
| Efficient case filtering using a universe: | ✔ | ✘ | ✘ | ✘ | ✔ | ✘ |
All synchronization services have behavior that can be customized by specifying properties in the
connection string. When CSPro analyzes a connection string to determine what service to use, the default behavior is to identify the service using the resource, especially the resource's prefix. The property
"type" can be used to override this behavior.
The following table lists the type values as well as any rules for implicit type calculations:
| Synchronization Service | Type | Resource |
| Bluetooth | "Bluetooth" | Resource is "Bluetooth". |
| CSWeb | "CSWeb" | Resource begins with "https://" or "http://". |
| Dropbox | "Dropbox" | Resource is "Dropbox". |
| Dropbox (Local Files) | "Dropbox" | Resource is "Dropbox" with property "useLocal" set to "true". |
| FTP | "FTP" | Resource begins with "ftp://", "ftps://" or "ftpse://". |
| Local Files | "LocalFiles" | Resource begins with "file:///". |
If the type cannot be deduced due to implicit calculations, and if it is not explicitly specified, it is assumed to be a path to a directory to use for the
Local Files synchronization service.