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Patent 2609083 Summary

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Claims and Abstract availability

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  • At the time of issue of the patent (grant).
(12) Patent: (11) CA 2609083
(54) English Title: HIERARCHICAL FILE SYNCHRONIZATION METHOD, SOFTWARE AND DEVICES
(54) French Title: DISPOSITIF, LOGICIEL ET METHODE DE SYNCHRONISATION DE FICHIER HIERARCHISEE
Status: Granted and Issued
Bibliographic Data
(51) International Patent Classification (IPC):
  • G06F 8/658 (2018.01)
  • G06F 16/178 (2019.01)
(72) Inventors :
  • LONG, BYRON (Canada)
(73) Owners :
  • CASEWARE INTERNATIONAL INC.
(71) Applicants :
  • CASEWARE INTERNATIONAL INC. (Canada)
(74) Agent: SMART & BIGGAR LP
(74) Associate agent:
(45) Issued: 2016-05-31
(22) Filed Date: 2007-10-31
(41) Open to Public Inspection: 2009-04-30
Examination requested: 2012-10-17
Availability of licence: N/A
Dedicated to the Public: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): No

(30) Application Priority Data: None

Abstracts

English Abstract

A method of maintaining a computer file in synchrony between multiple computers is disclosed. The multiple computers may comprise at least one ancestor, a descendant of the ancestor, and a subsequent descendant of the ancestor. A local copy of the computer file may be stored at the ancestor, the descendant and the subsequent descendant and a change log may be maintained at the ancestor, the descendant, and the subsequent descendant, with each change log reflecting changes to local copies of the computer file. The descendant may pass entries in its change log to the subsequent descendant. These entries may be consolidated with the subsequent descendant's change log and may be passed to the ancestor. Changes to the local copies of the computer file at the descendant and the subsequent descendant may be synchronized with the local copy of the file at the ancestor using change log entries received from the subsequent descendant.


French Abstract

Linvention décrit une méthode dentretien dun fichier informatique en synchronie entre de multiples ordinateurs. Les multiples ordinateurs peuvent comprendre au moins un ancêtre, un descendant de lancêtre et un descendant suivant de lancêtre. Une copie locale du fichier informatique peut être stockée à lancêtre, au descendant et au descendant suivant et un journal de modifications peut être maintenu à lancêtre, au descendant et au descendant suivant, chaque journal de modifications reflétant les changements apportés aux copies locales du fichier informatique. Le descendant peut admettre des entrées dans son journal de modifications au descendant suivant. Ces entrées peuvent être consolidées avec le journal de changements du descendant suivant et peuvent être admises à lancêtre. Des changements aux copies locales du fichier informatique au descendant et au descendant suivant peuvent être synchronisés avec la copie locale du fichier à lancêtre en utilisant les entrées du journal de modification reçues du descendant suivant.

Claims

Note: Claims are shown in the official language in which they were submitted.


WHAT IS CLAIMED IS:
1. A method of maintaining synchronism of a computer file at a first
computer, said
method comprising:
providing a first version of said computer file from said first computer to a
second
computer;
modifying at said second computer said first version of said computer file to
create a second version of said computer file;
maintaining a first change log at said second computer, reflecting changes
resulting from said modifying at said second computer;
sending said second version of said computer file and said first change log
from
said second computer to a third computer without sending said first change log
to said
first computer;
at said third computer, receiving said second version of said computer file,
and
entries of said first change log from said second computer, to permit said
second
version of said computer file to be modified at said third computer, and to
allow said
third computer to relay said first change log to another computer;
modifying at said third computer, said second version of said computer file,
to
create a third version of said computer file;
maintaining a second change log at said third computer, reflecting changes
resulting from said modifying at said third computer; and
at said first computer, receiving, from said third computer, entries of said
first
change log received at said third computer, and entries of said second change
log, and
synchronizing said computer file at said first computer with said second and
third
versions of said computer file using received entries of said first change log
and said
second change log, thereby applying changes in said second version of said
computer
file and said third version of said computer file to said computer file at
said first
computer
2. The method of claim 1, wherein said computer file comprises a database,
and
28

wherein said maintaining said first change log and said maintaining said
second
change log comprises logging changes to records of said database.
3. The method of claim 2, wherein said maintaining said first change log
and said
maintaining said second change log comprises monitoring writes to said
database.
4. The method of claim 3, wherein said monitoring writes comprises logging
an
identifier of a field, a record being written to in said database and the
value of said field
of said record.
5. The method of claim 1, wherein said computer file comprises a data file
created
by an application, and further comprising maintaining a copy of said data file
as most
recently modified at said second computer, and maintaining a copy of said data
file as
most recently modified at said second computer.
6. The method of claim 5, wherein said maintaining comprises maintaining a
checksum of said data file each time it is modified.
7. The method of claim 5, wherein said data file at said first computing
device is
replaced with said data file from said second computer if said data file from
said
second computer includes all changes to said data file at said first computer.
8. The method of claim 6, wherein each.entry of said first and second
change logs
further includes at least one of a time stamp and a sequence number.
9. The method of claim 6, wherein said maintaining comprises generating a
log
entry at said second computer each time said file is updated, and wherein said
log
entry includes an identifier, identifying where said log entry was generated.
10. The method of claim 9, wherein said synchronizing comprises combining
said
29

first change log and said second change log.
11. The method of claim 10, wherein said combining comprises adding entries
of
said second change log to said first change log.
12. The method of claim 8, wherein said synchronizing comprises modifying
said file
at said first computer in accordance with recorded changes in said first
change log and
said second change log, wherein said recorded changes are applied in
chronological
order in dependence on their associated time stamp.
13. The method of claim 1, further comprising maintaining a change log at
said first
computer, reflecting changes to said file at said first computer.
14. A method of maintaining a computer file in synchrony between multiple
computers, wherein said multiple computers comprise at least one ancestor, a
descendant of said ancestor, and a subsequent descendant of said ancestor,
wherein
a local copy of said computer file is stored at said ancestor, said descendant
and said
subsequent descendant and a change log is maintained at said ancestor, said
descendant, and said subsequent descendant, with each change log reflecting
changes to local copies of said computer file;
and wherein said method comprises:
receiving at said descendant, entries of said change log reflecting changes
to a local copy of said computer file made at said ancestor, and adding said
entries to said change log at said descendant;
passing from said descendant to said subsequent descendant, entries of
said change log at said descendant not yet passed to said subsequent
descendant, including entries from said ancestor, for addition to said change
log
at said subsequent descendant without passing said entries of said change log
not yet passed to said subsequent descendant from said descendant to said
ancestor;

so that said subsequent descendant may pass to said ancestor, change log
entries comprising changes made to local copies of said computer file at said
descendant and said subsequent descendant, to synchronize said local copy of
said file
at said ancestor with said local copy of said file at said descendant and said
local copy
of said file at said subsequent descendant, thereby applying changes reflected
in
entries of said change log at said descendant and said subsequent descendant
to said
computer file at said ancestor.
15. The method of claim 14, wherein said change log at each of said
ancestor,
descendant and subsequent descendant includes a plurality of entries each
reflecting a
change to said file, and wherein each entry includes an identifier of a
computer at which
the change was made.
16. The method of claim 15, wherein each entry of said change log further
comprises
at least one of a time stamp, or a sequence number.
17. The method of claim 16, wherein said file comprises a database, and
wherein at
least some of said entries each reflect changes to a record of said database.
18. The method of claim 16, wherein changes to said file recorded in said
change log
may be applied chronologically at said ancestor, based on said time stamp or
said
sequence number, in order to synchronize said file.
19. The method of claim 14, further comprising receiving at said
descendant, entries
of said change log reflecting changes to a local copy of said computer file
made at said
subsequent descendant, and adding said entries to said change log at said
descendant.
20. Persistent computer readable medium storing processor executable
instructions
that when loaded at a computing device comprising a processor, cause said
computing
device to perform the method of claim 14.
31

21. A method comprising:
storing a first version of a computer file at a server;
providing said first version of said computer file to a first portable
computing
device; modifying said first version of said computer file at said first
portable
computing device to create a second version of said computer file;
maintaining, at said first portable computing device, a first log reflecting
modifications made to said first version of said computer file at said first
portable
computing device;
providing said second version of said computer from said first portable
computing
device to a second portable computing device;
providing entries of said first log maintained at said first portable
computing
device reflecting modifications made to said first version of said computer
file at said
first portable computing device, to said second portable computing device from
said first
portable computing device without providing said entries at said first log
from said first
portable computing device to said server;
making further modifications to said second version of said computer file at
said
second portable computing device to create a third version of said computer
file;
maintaining a second log reflecting said further modifications at said second
portable computer device;
transferring from said second portable computer device to said server, log
entries
comprising entries of said first log and entries of said second log, to allow
said server to
synchronize said first version of said computer file to reflect aggregate
changes made at
both said first portable computing device and said second portable computer
device.
22. The method of claim 21, further comprising additionally modifying said
second
version of said computer file at said first portable computing device after
having
provided said second version of said computer file to said second portable
computing
device; maintaining, at said first portable computing device, a log reflecting
modifications made as a result of said additionally modifying; providing log
entries
32

reflecting modifications made as a result of said additionally modifying from
said first
portable computing device to said server.
23. The method of claim 22, further comprising using said log entries
transferred
from said second portable computer device to said server, and said log entries
transferred from said first computing device to update said first version of
said computer
file at said server to reflect aggregate changes made at both said first
portable
computing device and said second portable computer device.
33

Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02609083 2007-10-31
HIERARCHICAL FILE SYNCHRONIZATION METHOD, SOFTWARE AND DEVICES
FIELD OF THE INVENTION
[0001] The present invention relates generally to computer file
synchronization, and
more particularly to computer file synchronization between first, second and
third
computing devices in which a copy of copy of a file at the third computing
device may
be used to synchronize with the file at the first computing device.
BACKGROUND OF THE INVENTION
[0002] As the use of computing devices has become more common, the need to
share data between computing devices, users and geographies has increased. As
a
consequence, programs and operating systems that allow file synchronization
have
become commonplace.
[0003] File synchronization involves ensuring that two or more remote
computing
devices contain the same up-to-date data or files. Additions, changes or
deletions of a
file at one location will cause changes, deletions or additions to the same
file at another
location thanks to file synchronization. Synchronization may be one-way or two-
ways,
and may involve monolithic files (such as word processing files, spreadsheets,
or the
like) or file changes, such as database entries, deltas or the like.
[0004] One-way synchronization involves copying data from a source to a
target for
synchronizing. Two-way synchronization involves copying files in both
directions.
[0005] Currently, file synchronization is made possible through third party
applications such as Microsoft Synchtoy product, Goodsync or similar product.
Likewise, synchronization is a feature present in Microsoft Windows Operating
system
product.

CA 02609083 2015-01-08
[0006] Existing synchronization tools and methods, however,
typically allow
synchronization between direct copies of files (La between an ancestor and a
direct
descendant). Copies of copies of files (i.e. subsequent descendants) can
typically not
be synchronized with the original file or earlier copies of the file.
[0007] Accordingly, there remains a need for methods and software
that allow
hierarchical synchronization in which subsequent descendants (i.e. subsequent
copies)
may synchronize with earlier ancestors.
SUMMARY OF THE INVENTION
[0008] In accordance with an aspect of the present invention, there
is provided a
method of maintaining synchronism of a computer file at a first computer, the
method
comprising: providing a first version of the computer file from the first
computer to a
second computer; modifying at the second computer the first version of the
computer
file to create a second version of the computer file; maintaining a first
change log at the
second computer, reflecting changes resulting from the modifying at the second
computer; sending the second version of the computer file and the first change
log from
the second computer to a third computer without sending the first change log
to the first
computer; at the third computer, receiving the second version of the computer
file, and
entries of the first change log from the second computer, to permit the second
version of
the computer file to be modified at the third computer, and to allow the third
computer to
relay the first change log to another computer; modifying at the third
computer, the
second version of the computer file, to create a third version of the computer
file;
maintaining a second change log at the third computer, reflecting changes
resulting
from the modifying at the third computer; and at the first computer,
receiving, from the
third computer, entries of the first change log received at the third
computer, and entries
of the second change log, and synchronizing the computer file at the first
computer with
the second and third versions of the computer file using received entries of
the first
change log and the second change log, thereby applying changes in the second
version
2

CA 02609083 2015-01-08
of the computer file and the third version of the computer file to the
computer file at the
first computer.
[0009] In accordance with another aspect of the present invention, there is
provided
a method of maintaining a computer file in synchrony between multiple
computers,
wherein the multiple computers comprise at least one ancestor, a descendant of
the
ancestor, and a subsequent descendant of the ancestor, wherein a local copy of
the
computer file is stored at the ancestor, the descendant and the subsequent
descendant
and a change log is maintained at the ancestor, the descendant, and the
subsequent
descendant, with each change log reflecting changes to local copies of the
computer
file; and wherein the method comprises: receiving at the descendant, entries
of the
change log reflecting changes to a local copy of the computer file made at the
ancestor,
and adding the entries to the change log at the descendant; passing from the
descendant to the subsequent descendant, entries of the change log at the
descendant
not yet passed to the subsequent descendant, including entries from the
ancestor, for
addition to the change log at the subsequent descendant without passing the
entries of
the change log not yet passed to the subsequent descendant from the descendant
to
the ancestor; so that the subsequent descendant may pass to the ancestor,
change log
entries comprising changes made to local copies of the computer file at the
descendant
and the subsequent descendant, to synchronize the local copy of the file at
the ancestor
with the local copy of the file at the descendant and the local copy of the
file at the
subsequent descendant, thereby applying changes reflected in entries of the
change log
at the descendant and the subsequent descendant to the computer file at the
ancestor.
[0010] In accordance with yet another aspect of the present invention,
there is
provided a method comprising: storing a first version of a computer file at a
server;
providing the first version of the computer file to a first portable computing
device;
modifying the first version of the computer file at the first portable
computing device to
create a second version of the computer file; maintaining, at the first
portable
3

CA 02609083 2015-01-08
computing device, a first log reflecting modifications made to the first
version of the
computer file at the first portable. computing device; providing the second
version of the
computer from the first portable computing device to a second portable
computing
device; providing entries of the first log maintained at the first portable
computing device
reflecting modifications made to the first version of the computer file at the
first portable
computing device, to the second portable computing device from the first
portable
computing device without providing the entries at the first log from the first
portable
computing device to the server; making further modifications to the second
version of
the computer file at the second portable computing device to create a third
version of
the computer file; maintaining a second log reflecting the further
modifications at the
second portable computer device; transferring from the second portable
computer
device to the server, log entries comprising entries of the first log and
entries of the
second log, to allow the server to synchronize the first version of the
computer file to
reflect aggregate changes made at both the first portable computing device and
the
second portable computer device.
[0011] Other aspects and features of the present invention will become
apparent to
those of ordinary skill in the art upon review of the following description of
specific
embodiments of the invention in conjunction with the accompanying figures.
3a

CA 02609083 2007-10-31
BRIEF DESCRIPTION OF THE DRAWINGS
[0012] In the figures which illustrate by way of example only, embodiments
of the
present invention,
[0013] FIG. 1 is a simplified block diagram of a computing environment,
including
two computing locations, allowing file synchronization in manners exemplary of
embodiments of the present invention;
[0014] FIG. 2 is a simplified block diagram of a computing device in the
computing
environment of FIG. 1;
[0015] FIG. 3 is a block diagram depicting the contents of temporary and
persistent
memory storage of the device of FIG. 2;
[0016] FIG. 4 is a schematic diagram illustrating the relationship between
files in the
computing environment of FIG. 1;
[0017] FIG. 5 is a schematic diagram illustrating the hierarchical
relationship
between the files of FIG. 4;
[0018] FIG. 6 is a flow diagram depicting operation of the file system
monitor of FIG.
3;
[0019] FIG. 7 is a flow diagram depicting operation of the hook in the
database
engine of FIG. 3;
[0020] FIG. 8 is a flow diagram depicting operation of the database write
monitor of
FIG. 3;
[0021] FIG. 9 illustrates an exemplary format of a file log entry used to
synchronize
copies of a file in manners exemplary of embodiments of the present invention;
[0022] FIG. 10 illustrates an exemplary format of a database log entry used
to
synchronize copies of a database in manners exemplary of embodiments of the
present
invention;
4

CA 02609083 2007-10-31
[0023] FIG. 11 illustrates an exemplary format of a message operation used to
synchronize copies of files or copies of databases in manners exemplary of
embodiments of the present invention;
[0024] FIG. 12 is an exemplary ancestor file's synchronization log having a
plurality
of the file log entries of FIG. 9;
[0025] FIG. 13 is an exemplary synchronization log for a file that is a
child of the
ancestor file of FIG. 12;
[0026] FIG. 14 is an exemplary synchronization log for a file that is a
child of the
child of the ancestor file (i.e. the grandchild of the ancestor file) of FIGS.
12 and 13;
[0027] FIGS. 15A and 15B are schematic diagrams depicting the exchange of log
entries between the synchronization log of FIG. 12 and the synchronization log
of FIG.
14;
[0028] FIGS. 16A and 16B are the ancestor file's synchronization log of
FIG. 12
updated by the grandchild file's synchronization log of FIG. 14;
[0029] FIGS. 17A and 17B are the ancestor file's synchronization log of
FIG. 12
subsequently updated by the child file's synchronization log of FIG. 13;
[0030] FIG. 18 is a flow diagram depicting the synchronization log exchange
software component of FIG. 3 receiving and processing a log entry from another
synchronization log such as the log entry of FIG. 9 or 10;
[0031] FIG. 18 is a flow diagram depicting the synchronization log exchange
software component of FIG. 3 sending a log entry to another synchronization
log, such
as the log entry of FIG. 9 or 10;
[0032] FIG. 19 is a flow diagram illustrating operation of the file update
software of
FIG. 3; and
[0033] FIG. 20 is a screenshot of a graphical user interface (GUI) that may
be

CA 02609083 2007-10-31
presented to a user during operation of the file update software of FIG. 3.
DETAILED DESCRIPTION
[0034] FIG. 1
depicts a computing environment 9, exemplary of embodiments of the
present invention. Exemplary computing environment 9 is distributed across two
physical locations, locations 9a and 9b.
[0035] A file server 16 and computing devices 12, 14 and 15 may be located at
location 9a and interconnected to each other by way of computer communications
network 10. Network 10 may be a local area network or a wide area network.
Network
may be any suitable computer communications network, such as an Ethernet, a
packet switched, token ring, or other computer communications network, known
to
those of ordinary skill.
[0036] File server 16 may be a conventional network file server, and may take
the
form of a conventional micro-computer, mainframe, or mini-computer, hosting a
suitable
operating system such as, a Linux, Microsoft Windows NT, Vista, Apple OSX,
Novell
NetWare, or similar file server with a processor, memory, one or more
persistent
memory storage devices in the form of hard disks or other data storage
devices, various
application software and a network adapter for connecting file server 16 to
network 10.
File server 16 may also take the form of network-attached storage. A file
repository may
be stored on the persistent storage memory of file server 16. File server 16
under
control of its operating system (and optionally application software) may
provide a copy
of a file in the file repository upon a request from computing devices 12, 14
or 15, over
network 10. As will be appreciated, any number of computing devices and any
number
of file servers may be connected to network 10. It may further be appreciated
that a file
in the context of this disclosure may be a structured block of data on a
storage medium
such as a disk drive.
[0037] Location 9b may be, but need not necessarily be, physically remote from
6

CA 02609083 2007-10-31
location 9a. At location 9b, computing devices 11, 13, 17 and 18 may be
interconnected
to each other by way of computer communications network 12. Network 12 may
again
be a local area network, a wide area network or a wireless ad hoc network, and
may be
distinct from network 10 such that data may not flow between the two networks.
It may
similarly be appreciated that any number of interconnected computing devices
may be
located at location 9b.
[0038] As illustrated in FIG. 2, each of computing devices 11, 13,12,
14,15, 17 and
18 may be a conventional computing device, such as, for example, a desktop
personal
computer, a server, a laptop, or the like. Specifically, FIG. 2 depicts select
components
of computing device 18 (it may be appreciated that devices 11, 13, 12,15, 17
and 14
may contain similar components). As illustrated, device 18 may include a
processor 20,
a data storage device 21 and memory 22 hosting operating system 22, such as
Windows XP, Vista, Linux, or Apple OSX, application software 27 and
application data
28. Processor 20 may execute instructions from application software 27 and
operating
system 24. During execution, application software 27, which may include a word
processing program, spreadsheet program, or database management system
software,
may generate application data 28. Moreover, operating system 24 may host a
file
system 26 that in conjunction with data storage device 21 organizes and stores
data
files on device 18.
[0039] Turning in more detail to file system 26, as illustrated in FIG. 3,
an exemplary
application, application 30, may, during execution, write data to data storage
device 21.
For example, application 30 may be a word processing application such as
Microsoft
Word or similar application which allows a user to create, edit and save a
file, in a
manner understood by those of ordinary skill. Thus, to write to a given file,
application
30 may issue one or more write commands to operating system 24, which may in
turn
write to file system 26 on data storage device 21.
[0040] Memory 22 may further host database management system software 31,
including a database engine 32 that manages a database 23 stored on data
storage
device 21. Database engine 32 may be used to create, retrieve, update and
delete data
7

CA 02609083 2007-10-31
from database 23, in a manner understood by those of ordinary skill. Database
management system 31 may be a relational database management system, or an
object oriented database management system. Known database management systems
include, for example, Oracle TM , MiCrOSOftSQL TM , and xBase database
systems.
[0041] Notably, and as will be further described below, memory 22 also
hosts a
database write monitor 34, a file system monitor 35, a file update software
component
36, a synchronization log exchange software component 33, exemplary of
embodiments
of the present invention. As will become apparent, database write monitor 34,
and file
system monitor 35 create and maintain synchronization logs 37, that track
changes to
monitored files and databases. Tracked changes may be logged and used to
synchronize monitored files (including databases) with copies of such files at
other
computing devices.
[0042] In manners exemplary of embodiments of the present invention,
database
write monitor 34 and file system monitor 35 may operate as a background
application
(or daemon) (e.g. an application that does not run under user-control) that
monitors and
logs changes to file system 26 and database engine 32 in synchronization log
37. As
further detailed below, file update software component 36, synchronization log
exchange software component 33 and synchronization log 37 may operate in
conjunction with database write monitor 34 and file system monitor 35 to keep
monitored files at two computing devices in synchrony.
[0043] More specifically, file system monitor 35 may monitor a file in file
system 26 to
determine when a monitored file has been modified. If file system monitor 35
determines that a monitored file has been modified, it may generate an entry
associated
with the file in synchronization log 37. The entry may identify the
modification such that
file update software component 36 may later read the entry and possibly
replicate the
modification at another computing device. Of interest, file system monitor 35
may
monitor files in their entirety. If any monitored file is changed, an identity
of the file may
be logged. As well, a copy of a modified monitored file may be cached at
discrete
points in time and may be stored on a device. The purpose of these cached
copies will
8

CA 02609083 2007-10-31
become apparent below.
[0044] Database write monitor 34 may similarly log changes to database 23
each
time database engine 32 writes to database 23. To this end, database engine 32
may
contain a software hook 38 that detects low level write commands. When such a
command is detected, database write monitor 34 may be signalled, and the
command
and associated data may be passed to database write monitor 34. Database write
monitor 34 may then generate an entry in synchronization log 37, identifying
changes to
records of database 23. All or part of synchronization log 37 may be
temporarily stored
in memory 22 but may be written out to storage device 21 for persistent
storage.
Conveniently, changes to individual records of tables of database 23 may be
logged in
synchronization log 37. As will become apparent, database write monitor 34
monitors
and logs changes to database 23 at the field/record level.
[0045] Synchronization log exchange software 33 may exchange synchronization
log
37, or portions of such a log, generated by database write monitor 34 and/or
file system
monitor 35 and/or exchange log entries between two synchronization logs at two
different computing devices as further detailed below. By exchanging entries
in log 37,
changes to a monitored file, logged in log 37 may be applied at another
computing
device and to another copy of the monitored file, using update software 36.
[0046] In this manner, the contents of a file at two locations may be kept
in
synchrony through the exchange and application of entries logged in their
respective
synchronization logs 37 by their respective file system monitors 35 or
database write
monitors 34.
[0047] Conveniently, computing environment 9 allows hierarchical
synchronization of
files and databases stored at location 9a with modified copies of these files
and
databases used at location 9b (or other locations not shown) in manners
exemplary of
embodiments of the present invention.
[0048] Specifically, as best appreciated with reference to FIG. 5, users
may obtain
copies of a file or files identified as AO, directly or indirectly. For
example, a copy of a
9

CA 02609083 2007-10-31
AO at a first computing device (e.g. file server 16) at location 9a may be
stored and
modified locally as a local copy CO on a second computing device such as
computing
device 18 ¨ device 18 thus becomes a descendant of the first computing device.
However, it may be desired to synchronize local copy CO to local copy AO so
that AO is
kept in synchrony with local copy CO. Possibly, the user of second device 18
may
disconnect from network 10 after he or she obtains copy CO and while he or she
makes
changes to copy CO. For instance, the user of second device 18 may take device
18 to
location 9b where he or she makes changes to file CO. These changes to CO may
be
captured by file system monitor 35 or database write monitor 34 running on
device 18
and logged in its synchronization log 37.
[0049] Further, a change log 50 is maintained at the device hosting file
AO. The
change log may reflect changes to AO, and may or may not be empty when copy CO
is
made. If change log 50 is empty, it need not be provided to the descendant
second
computing device 18. If, however, change log 50 includes entries, these may be
provided to the descendant with file CO.
[0050] As will be appreciated, AO, COõ etc. and changes thereto are
described
herein with reference to a single file. AO, however, may actually represent
one or
multiple files. The multiple files may be associated by directory, folder,
content, client or
the like. Individual files in AO, CO, etc. may further be identified by file
name as set out
below.
[0051] The user of second computing device 18 may later again communicate with
network 10 (for example, may return to location 9a) and thus its ancestor,
e.g. file server
16., At this point computing device 18 may desire to update AO at file server
16 with the
changes made to local copy CO. To this end, entries in synchronization log 37
reflecting
the changes made to local copy CO may be applied to local copy AO. Further, in
the
presence of changes to AO made after copy CO was obtained, changes to AO
contained
in synchronization log 50 may be added to CO's synchronization log 37. Upon a
triggering event, newly added non-conflicting changes to CO may be applied to
file AO.
At this point, assuming no conflicts, or after any conflicts have been
resolved, files AO

-
CA 02609083 2007-10-31
and CO may be considered to be in synchrony.
[0052] Alternatively, instead of modifying file CO in isolation, a user of
device 18 may
be part of a team working at location 9b. Another team member may choose to
take a
local copy C1 of file CO from device 18 and store it locally on his or her
computer.
Exemplary of an embodiment of the present invention, a user of third computing
device,
such as device 13 may take a local copy of file CO from second device 18 along
with a
copy of CO's synchronization log 37, over network 12, and store it locally on
third device
13 as copy Cl and synchronization log 52. Immediately after copying CO,
synchronization log 52 will contain entries copied from synchronization log
37. Changes
subsequently made to copy Cl on device 13 may also be logged in
synchronization log
52.
[0053] Moreover, it may be desired that file AO at location 9a be kept in
synchrony
with copy Cl. To this end, the user of third device 13 may return to location
9a and
communicate with network 10 in order to update copy AO. AO may be updated with
Cl
in a manner as previously described. That is, entries in C1's synchronization
log 52 may
be added to AO's synchronization log 50 and upon a triggering event, non-
conflicting
entries in synchronization log 50 (now including entries in synchronization
log 52) may
be applied to AO. Assuming no conflicts, or after any conflicts have been
resolved, AO
and Cl may be considered to be in synchrony.
[0054] Significantly, if AO is synchronized with copy Cl before copy CO is
synchronized with AO, changes made to both CO and Cl may be imported into copy
AO's synchronization log 50 via copy C1's synchronization log 52. This
occurrence is the
result of synchronization log 52 inheriting some entries from CO's
synchronization log 37
upon its creation (i.e. when synchronization log 37 was copied over into
synchronization
log 52).
[0055] In the event second computing device 18 hosting copy CO re-
establishes
communication with network 10 after third computing device 13, subsequent non-
conflicting changes made to CO (logged in CO's synchronization log 37) after
CO was
copied to copy Cl may also be added to AO's synchronization log 50 and applied
to AO.
11

CA 02609083 2007-10-31
However, changes to CO that have already been logged in AO's synchronization
log 50
via copy C1's synchronization log 52 need not be re-added to synchronization
log 50.
[0056] Cl may similarly again be synchronized with CO, once Cl is again in
communication with CO. For example, if a computing device 13 hosting Cl is
again
interconnected with computing device 18 hosting CO, entries of synchronization
log 52
may be added to synchronization log 37, and entries of synchronization log 37
may be
added to synchronization log 52. Non conflicting entries of synchronization
logs 37 and
52 may be applied at CO or Cl, as appropriate.
[0057] In order to explain the hierarchichal relationship between computing
devices
in the computing environment 9 of FIG 1, a computer hosting a file that is a
copy or is
derived from a copy of a file to which it is to be synchronized is referred to
as a
descendant of the computer hosting that file. Conversely, any computing device
hosting
a file from which a descendant file is derived is referred to as an ancestor
of the
descendant. For ease of explanation, files are also referred to as ancestors
and
descendants of each other to explain their interrelationship. So, CO is a
descendant of
AO. And AO is an ancestor of CO. Likewise Cl is a descendant of CO and AO. And
AO
and CO are ancestors of Cl. Cl may further be described as a subsequent
descendant
of AO. Descendants of Cl may also be described as subsequent descendants to
AO.
[0058] As will become apparent, other permutations of file synchronization
are
possible. For example, copy Cl may be copied as copy C2, and changes to C2
(and
thus CO and/or Cl) may be synchronized with AO. Alternatively, changes to C2
could be
applied to CO or Cl, thereby synchronizing C2 with CO or Cl. Effectively then,
hierarchical synchronization exemplary of embodiments of the present
invention, allows
modifications to any subsequent descendant - Cl, C2, etc. - of a copy (CO) of
a file (AO)
to be synchronized to any earlier ancestor - CO, C1, etc. - of the file, or
the original file
AO. In other words, synchronization need not occur between direct descendants,
but
may be effected between an ancestor and its subsequent descendants.
[0059] Components of the computing environment 9, allowing hierarchical
12

CA 02609083 2007-10-31
synchronization described above, are further described below in conjunction
with FIGS.
6 to 20.
[0060] As previously explained, to allow hierarchical synchronization, as
shown in
FIG. 5, each of AO, CO, Cl and C2 may have associated with it a
synchronization log.
Specifically, a change log is maintained at each ancestor, each descendant,
each
subsequent descendant, and the like. For example, synchronization log 50 is
maintained to reflect logged changes to file AO, log 37 is maintain to reflect
logged
changes to file CO and log 52 is maintained to reflect logged changes to file
Cl as
logged by the respective file system monitors 35 on the respective computing
devices
hosting copies CO, Cl, etc. Moreover, as previously explained a log (e.g. log
52) may
contain some entries inherited from a log (e.g. log 37) of logged
modifications of another
local copy of the file. Log 52 may further contain entries corresponding to
logged
modifications to file C1. Entries inherited from log 37 and entries
corresponding to
modifications to file Cl may be consolidated in log 52, or may alternatively
be separated
into two log files. For example, log 52 may contain entries relating to
modifications to file
Cl only and another log 52' may contain the entries inherited from log 37.
Other
methods of maintaining log 52 so that entries inherited from log 37 may be
passed back
to AO, if desired, may be apparent to one of ordinary skill.
[0061] Turning in more detail to file system monitor 35, flow diagram S600
(FIG. 6)
depicts the operation of file system monitor 35 (FIG. 3). When running, file
system
monitor 35 may continually monitor file system 26 to determine if a monitored
file has
been accessed or modified (S602). A monitored file may be identified by file
name in a
configuration file, or otherwise. Monitored files may be identified by end-
users as such,
or may be hard-coded into file system monitor 35. As may be understood by a
person
of ordinary skill, numerous methods of determining whether a file has been
modified
exist. For example, the time stamp of monitored file may be monitored for
change.
Upon detecting a change in the time-stamp, a checksum for the file may be
generated
(S604) using for instance, a checksum algorithm such as Message-Digest
algorithm 5
(MD5), or the like. File system monitor 35 may then determine whether the
checksum
has changed (S606), i.e. determines whether the new checksum is different from
the
13

CA 02609083 2007-10-31
previous checksum. If the checksum remains the same then no entry is created
in the
synchronization log since the file remains unchanged. However, if the checksum
has
changed, file system monitor 35 may generate an entry in synchronization log
37
(S608). The entry may be appended to synchronization log 37. Thus, as will be
further
detailed below, a synchronization log may contain a list of entries, with each
entry
corresponding to a logged modification to a monitored file.
[0062] Additionally, a copy of the most recently updated version of the
monitored file
is copied and saved locally. In this way, synchronization log 37 tracks
changes to the
file, while a copy of the most recent version of the file is available.
[0063] Modifications to database 23 (FIG. 2) may be logged as detailed in
flow
diagram S700 (FIG. 7) describing operation of software hook 38 in database
engine 32
(FIG. 3) and flow diagram S800 (FIG. 8) describing operation of database write
monitor
34.
[0064] Specifically, software hook 38 signals database write monitor 34 each
time a
monitored database is updated. Again, the database to be monitored may be
identified
in a configuration file or in the software hook or database write monitor 34.
As may be
appreciated by a person of ordinary skill, software hook 38 may be a piece of
software
code inserted into the software code for database engine 32, to, for example,
signal
certain function calls to database write monitor 34. In this instance, hook 38
may be
invoked upon, or may capture, an operation sent to database engine 32 from
database
management system 31 (S701). Hook 38 may then determine whether the operation
is
a low level write command to database 23 (S702). If it is, hook 38 may pass
the write
command to database write monitor 34 along with the data that is to be written
to
database 23 (S704). It may be appreciated that a low level write command may
be a
command that changes one or more fields of a particular database record. A low
level
write command may also be a "delete record" or "insert record" command. In the
case of
an insert, the field changes may include the initial values of non-blank
fields.
[0065] Upon receiving a low level write command and associated data (FIG. 8,
S802), database write monitor 34 generates a synchronization log entry in
14

CA 02609083 2007-10-31
synchronization log 37 (S804). An entry in synchronization log 37
corresponding to a
modification to database 23 may contain an indication of the which record is
being
changed, the changed field of the record, the new value of the modified data
in
database 23 and the action taken (e.g. insert, delete, change).
[0066] The format of an exemplary synchronization log entry 90 for a file AO
is shown
in FIG. 9. As illustrated, file AO has extension .cvliv; however, it may be
appreciated
that file AO may have other extensions. The significance of filename
extensions are well
known in the art. More specifically, synchronization log entry 90 may have the
following
fields: file change identifier 91; operation identifier 98; Global Unique
Identifier (GUID)
92; sequence number 93; session identifier 94; user identifier 95; and
timestamp 96.
Moreover, log entry 90 may also have file change parameters 97 consisting of:
filename
97a; cache value 97b; checksum value 97c; and oldchecksum value 97d.
[0067] File change identifier 91 may be a fixed value indicating that the
associated
log entry is a file change rather than a database change.
[0068] Operation identifier 98 may identify the type of modification to the
monitored
file. Operation identifier 98 may be a change (indicated by the value "C"), an
insert
(indicated by the value "I"), a delete (indicated by the value "D") or other
(indicated by
the value "0").
[0069] GUID 92 may be a value that uniquely identifies a file or a
database. For
example, the Windows NT or Vista operating system and various Windows
applications
may produce a 128-bit value that uniquely identifies a particular component
such as a
file or database. In exemplary log entry 90, GUID 92 may uniquely identify
file AO. (As
illustrated, in FIG. 9, GUID 92 has the value "GUID_AO.cvw", however, it may
be
appreciated that this is merely to enhance comprehension for the purposes of
this
disclosure. In reality, the value of GUID 92 may be a 128-bit value.)
[0070] Session identifier 94 may identify which local copy of a monitored
file, such as
file AO, CO, Cl, etc. was modified. Returning to FIG. 5, it may be considered
that
session 16S represent changes made to local copy AO. These changes may have
been

CA 02609083 2007-10-31
logged to AO's log 50 by file system monitor 35 or database write monitor 34
running on
device 16. Similarly, session 18S and 13S identify changes to local copy CO
and Cl on
devices 18 and 13 respectively. Thus, as illustrated in FIG. 9, the
modification that
generated exemplary log entry 90 wasto local copy AO (indicated by the value
16S of
session identifier 94).
[0071] Significantly, session identifier 94 may be assigned per local copy
of a file
(e.g. AO, CO, Cl) and may be unique. A new session identifier may be generated
from
the CRC of the GUID of the local copy (i.e. by the application of a cyclic
redundancy
check on the file's GUID). Other methods known to persons of ordinary skill in
the art
may be employed to achieve uniqueness of session identifiers. Effectively,
session
identifier 94 may then be used to identify the source (e.g. computer, etc.) of
any logged
change.
[0072] Sequence number 93 may indicate the index of the modification among all
modifications to file AO for a session 16S in its log. Sequence number 93 in
log entry 92
has the value 0000, indicating that log entry 92 was the first logged
modification to file
AO for session 16S. Significantly, each sequence number associate with a
session may
also be unique (e.g. the sequence number may be incremented for each logged
modification to file AO during a session).
[0073] User identifier field 95, having the value 0013, may further
identify the user
responsible for the change. That is, in FIG. 9, user 0013 was responsible for
making
the change that resulted in file change monitor 35 generating log entry 90.
[0074] Timestamp 96 may identify the date and time of the modification. As
illustrated, the date and time is represented in UTC format (i.e. Coordinated
Universal
Time). Of course, any other form of tinnestamp may be used.
[0075] File change parameters 97 are relevant to a changed file, other than
a
database. File change parameter 97 may include the following: filename 97a; an
identifier of a cached copy of the monitored file 97b corresponding to the
change log
entry; a checksum value 97c; and an oldchecksum value 97d.
16

CA 02609083 2007-10-31
[0076] As may be apparent by now, filename 97a is the name of the file to
which the
synchronization log entry belongs. That is, exemplary log entry 90 represents
a
modification to file AO.cvw.
[0077] After file AO is modified at a first device, a compressed copy of it
may be
created and kept by file monitor software 35. This copy may subsequently be
sent to
another device. The receiving device may decompress the cached copy and
thereby
obtain a copy of the file. As illustrated, the value of the cache field 97b is
an identifier of
this cached copy and is represented in base-64. Methods of creating a cached
copy of a
file at a point in time (in this case, at the time specified by timestamp 96)
and later
decompressing the cached copy are well known in the art.
[0078] Lastly, the checksum 97c and oldchecksum 97d fields contain the
value of the
file checksum after the logged modification (i.e. at the time of timestamp 96)
and the
value of the file checksum after the modification previous to the current
modification,
respectively. As illustrated, the checksum and oldchecksum values are also
represented
in base-64.
[0079] In sum, exemplary log entry 90 was created by file system monitor 35
after
the first change made to file AO.cvw having session identifier 16S by user
0013 at time
21:54:45 on 2007/10/15. A cached copy of file AO.cvw at time 21:54:45 on
2007/10/15 is
stored as file Etk2Poy4E7sHGhly+VvQK8. The checksum of file AO.cvw before the
modification was N+7TrAbONxyHGm5q6FhIG, and post-modification at time 21:54:45
on 2007/10/15 was DQwF9fiZRITNkqpAoxvJQ9. Significantly, to prevent an
accumulation of a plurality of cached copies of the monitored file over time,
only the
cached copy of the file associated with the last log entry for each local copy
may
actually be kept.
[0080] A synchronization log entry generated by database write monitor 34
differs
slightly from a log entry generated by file system write monitor 35. FIG. 10
shows an
exemplary database log entry 1000. Log entry 1000 may have the following
fields:
database identifier 1002; operation identifier 1016; the database record GUID
1004;
sequence number 1006; session identifier 1008; user identifier 1010; and
timestamp
17

CA 02609083 2007-10-31
1012. Database log entry 1000 may further have field level change identifiers
1014.
[0081] Operation identifier 1016, GUID 1004, sequence number 1006, session
identifier 1008, user identifier 1010 and date and time 1012 substantially
serve the
same purpose as in a file synchronization log entry (e.g. exemplary file log
entry 90),
and have been described previously.
[0082] Database identifier 1002 may identify the name of the database that
is
monitored by database write monitor 34, in this example, an exemplary
"Suppliers"
database.
[0083] Field level change identifiers 1014 may identify the field of a
changed record
and the new value of the field. For instance, field change identifier 1014a
specifies that
the value of field A2 in the "Suppliers" database was changed to "Toronto" and
the value
of field AD2 was changed to "14 Bay St." (1014b).
[0084] In sum, database log entry 1000 specifies that the values of fields
A2 and
AD2 of record GUID_Suppliers in the Suppliers database were changed to
"Toronto"
and "14 Bay St." respectively by the 0045th modification to the "Suppliers"
database with
session identifier 5S by user 0034 at time 13:15:56 on 2007/05/24.
[0085] As should now be apparent, entries of log 37 may each identify a change
to a
local copy of a file (e.g. AO, CO, Cl, etc.) that may be an applicationcreated
data file, or
the like, or a database, or a combination of such files. In the case of a non-
database file
the entry identifies the file, its new checksum, and previous checksum. If
stored, a
cached version of the file having the new checksum is identified. In the case
of a
database file, the database and changed field/record and change are logged.
[0086] As will become apparent below in connection with the discussion of how
the
entries in a synchronization log may be exchanged and applied to a file, or
database, a
log entry, and hence, a modification to a file or database, may be uniquely
identified by
a combination of its session identifier and sequence number.
[0087] In addition to a database change log entry and a file change log
entry, a
18

CA 02609083 2007-10-31
synchronization log may have a third type of entry, a message log entry. FIG.
11
illustrates the format of an exemplary message log entry 1100. Message log
entry 1100
may have the following fields: a message type 1102; an operation identifier
1106 an
argument 1104, session identifier 1108, user identifier 1110, and timestamp
1111.
[0088] Session identifier 1108, user identifier 1110 and timestamp 1111
have been
previously discussed above in connection with a database change log entry and
a file
change log entry.
[0089] Message log entry 1100 may be an instruction to file update software 36
to
execute a particular function. Message log entry 1100 is identified as such by
operation
identifier 1106 (having the value "M"). The function may be specified by
message type
1102 (in this example, having the value 002) and the argument 1104 to the
function
(having the value 00000104). Example functions that may be invoked are
retotalling
operations (e.g. for numeric database records), state changes (e.g. updating
the
database schema) and update bracketing (e.g. for grouping interdependent log
entries
together in a log).
[0090] Having discussed the format of three types of synchronization log
entries,
exemplary synchronization logs having a plurality of these entries are
discussed next in
conjunction with FIGS. 12-16.
[0091] FIG. 12 depicts the contents of synchronization log 50 for file AO
(residing on
device 16) and having session identifier 165. FIG. 12, line 1 contains the
filename of
the file with which log 50 is associated, namely, AO.cvw. Line 2 contains the
session
identifier, 16S. Line 3 indicates the last known sequence number of a
modification
having session identifier 16S). It may be recalled that sequence numbers are
incremented with each logged modification associated with a session. The first
entry in
log 50 (lines 4-8) is exemplary log entry 90 (FIG. 9). For ease of
comprehension,
hereinafter, only the first line of each log entry will be shown with an
abridged
timestamp. The second, third, and fifteenth entries in log 50 are found on
lines 9, 10 and
12 of FIG. 12. Thus, as illustrated, log 50 enumerates fifteen logged changes
to file AO.
19

CA 02609083 2007-10-31
[0092] FIG. 13 depicts the contents of synchronization log 37 for file
CO.cvw. Lines 1
to 3 of FIG. 13 are similar to lines Ito 3 of FIG. 12, except with values
corresponding
to file CO, session identifier 18S and last known sequence number 0040 with
session
identifier 18S. Line 4 is a record specifying a pointer to CO's parent file
1302 (i.e.
AO.cvw), the session identifier associated with parent file AO 1304 (i.e.
16S), and an
indicator 1308 indicating the synchronization position of parent file AO.
Indicator 1308
may be an offset into AO's synchronization log. Indicator 1308 may used during
the
synchronization log entry exchange process and its purpose will further become
apparent below. Lines 5 to 15 of FIG. 13 enumerate forty logged changes to
file CO.
Logged changes with sequence numbers 0000-0023 are identified as log entry
group
1300.
[0093] FIG. 14 depicts the contents of synchronization log 52 for file
C1.cvw. As
explained previously, when copy Cl is created from copy CO, CO's
synchronization log
37 is also copied to Cts synchronization log 52. Specifically, lines Ito 3 of
FIG. 14
specify that log 37 corresponds to file C1.cvw, edited with session identifier
13S with the
last logged changes having sequence number 0030. Lines 4 and 5 are pointers to
ancestors of C1. More specifically, line 4 is a pointer to CO, file Cis parent
(and also
indicates Cts session identifier and synchronization position), and line 5 is
a pointer to
file AO (and also indicates AO's session identifier and synchronization
position), CO's
parent and file Cts grandparent. Lines 5 to 12 are group 1300 inherited from
Cts
parent's (i.e. copy CO) synchronization log 37. Remaining lines 14 to 18 are
logged
changes (sequence numbers 0000-0040) to C1.
[0094] As previously discussed, synchronization logs, for example,
exemplary logs
50, 37 and 52 may be passed to synchronization log exchange software component
33.
To synchronize two files, for example, files AO and Cl, the two files' logs,
50 and 52,
may be processed by synchronization log exchange software 33 hosted on the
descendant device (e.g. in this example, device 13) Synchronization log
exchange
software 33 parses each of logs 50 and 52 and effects the exchange of entries
between
the two logs 50 and 52 to acheive synchrony between files AO and Cl. As well,
as each
log is exchanged, the compressed cached version of a monitored file may be

CA 02609083 2007-10-31
exchanged.
[0095] The mechanics of exchanging log entries between logs 50 and 52 and
thereby updating AO with changes from C1 may be appreciated with reference to
FIGS.
15A and 15B and flow diagrams S1800 (FIG. 18) and S1900 (FIG. 19).
[0096] FIGS. 15A and 15B depict log 50 belonging to file AO and log 52
belonging
to file Cl. Log entries may be exchanged as follows: descendant (i.e. C1) may
send its
log entries up to its ancestor (i.e. AO) and may then obtain log entries from
its ancestor's
log.
[0097] FIG. 18 depicts operations carried out by log exchange software 33
hosted
on device 13 where file Cl is stored. Log exchange software 33 may select and
record
qualifying log entries from log 52 hosted on device 13 and send them up to
ancestor
device 18 on which file AO is hosted.
[0098] With reference to flow diagram S1800, and using log entry 1515 in
log 52 as
an example, log exchange software 33 on device 13 may send its log entries to
(S1802)
to file server 16 ¨ its ancestor, hosting file AO and AO's log 50 (S1802).
Only those log
entries not already in log 50 need be exchanged. The last recorded sequence
number
for session identifier 18S may be set to "0000" (S1810). Log entries provided
by the
sender's (i.e. the descendant, file C1) log exchange software 33 is depicted
in flow
diagram S1800. Log exchange software 33 executing on device 13 may first
select the
ancestor file (i.e. AO) to send the log entries to (S1802). Next, a log entry
in Cts log 52
may be selected (in this example, log entry 1515) (S1804). Log exchange
software 33
may then determine if the selected log entry has been recorded in its
ancestor's
synchronization log (S1806). Log exchange software 33 may make this
determination
using the pointer field to ancestor file AO in log 52, and in particular, by
reading the
synchronization position of the ancestor (value 1510 in log 52, FIG. 15A).
Value 1510
may indicate the sequence number of the last log 52 log entry sent to AO's log
50. Since
synchronization log 50 does not yet contain any log entries associated with
session
identifier 18S, the last recorded sequence number for session identifier 18S
is not
greater than the sequence number (i.e. 0000). If it is determined that the log
entry has
21

CA 02609083 2007-10-31
not been recorded in the ancestor file's log, then the log entry may be
appended to the
end of the ancestor file's log (S1808) (e.g. log entry 1515 appended to end of
log 50, as
shown in FIG. 15A and the last recorded sequence number for session identifier
18S
set to "0000". If, however, it is determined that the log entry has been
recorded in the
ancestor file's log, then the log entry may be ignored (S1809). Qualifying log
entries in
the descendant's file may be sent up to the ancestor file's log until there
are no more log
entries to be sent (S1812).
[0099] Returning to FIGS. 15A and 15B, it may be noted that log entries
1500
originating from file AO's log 50 may also be added to descendant file CO's
log 52 (FIG.
15B). Log entries 1501 originating from log 52 (and corresponding to the
entries
inherited by log 52 from its parent's, CO's log 37) may be sent up to log 50.
Log entries
1502 originating from log 52 (and corresponding to modifications to local copy
Cl) may
also be sent up to log 50. Once the exchange of log entries between logs 50
and 52
has been completed, logs 50 and 52 will contain the same entries, with all
entries of log
50 contained in log 52, and all entries in log 52 contained in log 50. Of
course, the
order of the entries in each will typically be different as added entries may
typically
simply be appended.
[00100] As well, values 1504 and 1506 may be appended to the end of log 50.
Value 1504 specifies that log 50 contains log entries with session identifier
13S up to
sequence number 0030. Value 1506 specifies that log 50 also contains log
entries with
session identifier 18S up to sequence number 0023. Values 1504 and 1506 may be
read by log exchange software 33 the next time a descendant of AO synchronizes
with
AO in order to determine whether log entries have already been entered into
log 50.
Moreover, it should also now be apparent how ancestor file AO's log 50 comes
to
receive log entries from its child file's log (i.e. CO's log entries) via
another of its
descendant's, more specifically, its grandchild, C1's log 52, without
synchronizing with
its child, CO.
[00101] The synchronization position of ancestor AO in log 52 is also
updated to
"record_15", indicating that log 52 has received log entries 0000-0015 from
AO's log 50.
22

CA 02609083 2007-10-31
It may be appreciated that the synchronization position may be represented
other than
as a sequence number (e.g. offset in the log 52 file).
[00102] Finally, any cached copies 39 of any monitored files (e.g. non-
database
files AO and CO) are exchanged between ancestor and descendant, so that each
has a
copy of the most recently cached copy of the monitored files at both
descendant and
ancestor.
[00103] FIGS. 16A and 16B shows file AO's log 50 (renamed 50'), after it
has
been updated by synchronization log exchange software 33 with log entries 1501
with
session identifier 18S (i.e. modifications to its descendant, CO) and log
entries 1502 with
session identifier 13S (i.e. modifications to its subsequent descendant, Cl).
[00104] FIGS. 17A and 17B show file AO's log 50' (renamed log 50") in the
event
AO's descendant. CO, subsequently synchronizes with AO after Cl has
synchronized
with AO. Notably, modifications may have been made to file CO after copy Cl
was
created. Therefore, corresponding log entries (log entries 1310) may not have
been
inherited by C1's log 52 from CO's log 37, and therefore, would not have been
added to
AO's synchronization log 50 when Cl synchronized with AO. Consequently, when
CO
synchronizes with AO, synchronization log exchange software 33 may determine
from
component 1506 in log 50, that the largest sequence number logged in file 50
with
session identifier 18S was 0023 and therefore, received log entries 0023-0040
with
session identifier 18S has not yet been added to log 50. Log exchange software
33 may
then add log entries 0023-0040 to log 50 and update component 1506 to "0040"
to
reflect the last logged sequence number with session identifier 18S.
[00105] To complete synchronization, newly added entries to a file's
synchronization log may be applied to monitored files upon a triggering event.
The
triggering event may, for example, be the opening of the file to be updated,
(e.g. file AO),
by a user, which may consequently signal file update software 36. The
triggering event
may alternatively be the explicit execution by the user of file update
software 36. Of
course, other triggering events could equally be defined. Continuing with the
above
example, assume that file Cl first synchronizes with AO, and then file CO
subsequently
23

CA 02609083 2007-10-31
synchronizes with AO. AO's synchronization log would look like log 50" (FIGS.
17A and
17B) after synchronization log exchange software 33 has completed its
operations.
[00106] Upon a triggering event, file update software 36 hosted on device
16 may
apply operations reflected in log 50" corresponding to new log entries to file
AO.
Methods for determining which log entries are "new" in file AO (i.e. not yet
applied to file
AO) may be known to persons skilled in the art. For example, an offset value
indicating
the offset of the last log entry in log 50, applied to AO may be maintained as
part of the
log file.
[00107] Flow diagram S1900 (FIG. 19) depicts operation of file update
software
36. File update software 36, for example, hosted on device 16, may
sequentially apply
new log entries in log 50" (S1902). New log entries may be applied in order,
based on
their time stamps. File update software 36 may further determine if the
application of a
particular log entry will cause a conflict (S1904).
[00108] Various criteria for triggering conflicts may be defined as further
detailed
below. If the application of the selected log entry operation does not cause a
conflict,
then the log entry may be applied to file AO (S1908). If application of the
selected log
entry would cause a conflict, the latest in time of the conflicting log
entries, as
determined from the timestamps of the log entries, may be applied to file AO
and the
conflict marked for later resolution by the user (S1910).
[00109] For monitored files other than a database, only log entries
reflecting a
transferred cached version of the monitored file need be applied. Any
transferred
version of a monitored file may be used to replace the version of the logged
file at an
ancestor computing device, if the transferred (descendant) version reflects
all changes
to the file at the ancestor, since the file at the ancestor was transferred to
the
descendant (or to another ancestor of the descendant). To this end, as noted,
only one
cached copy of a particular monitored file is kept for each local copy of a
monitored file.
As well, each change is accompanied with a log entry including the checksum of
the
changed file, and the checksum of the file previous to the change (the
"previous
checksum"). As new entries in a log file are applied, only those entries that
have a
24

CA 02609083 2007-10-31
checksum of the file previous to the change corresponding to the most recently
applied
change are identified as not posing a conflict. Once the previous checksum for
any file
in the log no longer corresponds to the current checksum of the copy of the
monitored
file to be file, entries of the log will not effect further changes to this
monitored file.
[00110] When a conflict is presented to a user for resolution, the most
recent
cached copy for each local copy is presented. Thus, it may be possible to have
a
plurality of cached copies of a monitored file originating from a plurality of
local copies at
a given device (provided, of course, that the devices hosting those other
local copies
have contacted the given device and provided their latest cached copies).
[00111] A set of rules may be provided to file update software 36, such
that the
violation of a rule triggers a conflict. For example, in the case of a
database entry, a
violation of a uniqueness constraint by the applied log entry may trigger a
conflict. For
example, as a consequence of synchronizing changes from two users, two
different
database records may have the same primary key. If the database schema
dictates that
primary keys must be unique, then this occurrence would trigger a conflict.
[00112] It may be appreciated that the application of a log entry
reflecting a
change to a monitored database differs somewhat than the application of a file
change
log entry to a monitored file. In the case of a database change log entry,
values of the
modified field may be provided in the log entry (e.g. see exemplary database
log entry
1000, FIG. 10). Thus, the database operation giving rise to the log entry
(e.g. database
insert/change/delete transaction) may be replicated in the database being
updated.
[00113] Once all log entries in log 50" have been applied to AO, all
conflicts may
be displayed to the user, for example, by way of graphical user interface
(GUI) 2080
(FIG. 2). As illustrated, GUI 2080 displays two entries, entry 2082 and entry
2084 which
cumulatively provide the information that two copies of file "2.doc" modified
by two
different people at two different times conflict. These conflicting versions
may be cached
copies of the most recent versions of the monitored file for each local copy.
The user
may be able to view each file by clicking on the "View" button 2086 and
thereby select
which version of file "2.doc" he or she prefers. Alternatively, the user may
indicate

CA 02609083 2007-10-31
through the GUI which version of the file he or she wishes to designate as the
latest
version (not shown). This selection may be indicated in the file's
synchronization log as
an "other" operation.
[00114] To prevent an accumulation of cached copies of files at a computing
device, once a cached version of a file has been marked as the latest version
for a
given session identifier, previous cached versions of the file with the given
identifier
residing on a computing device may be discarded.
[00115] Application of new entries of a change log at a descendant to a
descendant file may occur in a similar manner.
[00116] Of course, the above described embodiments are intended to be
illustrative only and in no way limiting. The described embodiments of
carrying out the
invention are susceptible to many modifications of form, details and order of
operation.
[00117] For example, it should be understood that the formats of log
entries 90
and 1000 and of message operation 1100 depicted in Figs. 9-11 are exemplary
only.
For instance, in FIG. 9, the fields of log entry 92 and file change parameters
97 are
separated by tabs, however, other delimiters may be used (e.g. commas).
Similarly,
other arrangements of the fields and file change parameters in a
synchronization log
may equally be employed. It may be appreciated that the relative arrangement
of the
components of a synchronization log entry and indeed the arrangement of
entries in a
synchronization log is unimportant as long as synchronization log exchange
software
component 33 and/or file update software component 36, which read
synchronization
logs, are aware of the chosen format. Likewise, the values of the different
fields and file
change parameters in exemplary log entries 90 may be represented differently
than as
illustrated (for example, session identifiers are represented as a base-10
number,
however, may be represented as a binary number; the date and time field may be
represented in a format other than UTC, etc.) Likewise, the format of database
log entry
1000 and message operation 1100 may differ from that illustrated in Figs. 10
and 11.
Moreover, the log format may be binary, delimited text, XML or other formats
for
particular network transports.
26

CA 02609083 2007-10-31
[00118] Moreover, not all fields shown in exemplary log entry 90 and
database log
entry 100 may be required. For example, in log entry 90, the strings
"filename", "cache",
"checksum", "oldchecksum" may be omitted entirely, leaving only the values of
these
fields, provided again that the application that file update software 36 and
synchronization log exchange software 33 recognize, for example, that the
value
following the cache value is the checksum value, and the value following the
checksum
value is the oldchecksum value.
[00119] The invention rather, is defined by the claims.
27

Representative Drawing
A single figure which represents the drawing illustrating the invention.
Administrative Status

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Please note that "Inactive:" events refers to events no longer in use in our new back-office solution.

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Event History

Description Date
Maintenance Fee Payment Determined Compliant 2024-10-09
Maintenance Request Received 2024-10-09
Letter Sent 2021-02-16
Letter Sent 2021-02-16
Inactive: Multiple transfers 2021-01-29
Maintenance Fee Payment Determined Compliant 2020-02-04
Inactive: Late MF processed 2020-01-31
Inactive: Reply received: MF + late fee 2020-01-31
Letter Sent 2019-10-31
Common Representative Appointed 2019-10-30
Common Representative Appointed 2019-10-30
Inactive: IPC assigned 2019-04-03
Inactive: IPC assigned 2019-04-03
Inactive: IPC removed 2019-04-03
Inactive: First IPC assigned 2019-04-03
Inactive: Late MF processed 2019-01-07
Inactive: IPC expired 2019-01-01
Inactive: IPC expired 2019-01-01
Inactive: IPC removed 2018-12-31
Inactive: IPC removed 2018-12-31
Letter Sent 2018-10-31
Maintenance Request Received 2017-09-07
Maintenance Request Received 2016-08-12
Letter Sent 2016-06-01
Grant by Issuance 2016-05-31
Inactive: Cover page published 2016-05-30
Inactive: Single transfer 2016-04-21
Pre-grant 2016-03-17
Inactive: Final fee received 2016-03-17
Inactive: Office letter 2015-09-21
Letter Sent 2015-09-17
Notice of Allowance is Issued 2015-09-17
Notice of Allowance is Issued 2015-09-17
Inactive: Approved for allowance (AFA) 2015-08-17
Inactive: Q2 passed 2015-08-17
Maintenance Request Received 2015-07-28
Amendment Received - Voluntary Amendment 2015-01-08
Maintenance Request Received 2014-07-23
Inactive: S.30(2) Rules - Examiner requisition 2014-07-08
Inactive: S.29 Rules - Examiner requisition 2014-07-08
Inactive: Report - No QC 2014-06-20
Amendment Received - Voluntary Amendment 2014-03-19
Letter Sent 2014-03-17
Inactive: Single transfer 2014-02-20
Maintenance Request Received 2013-09-05
Letter Sent 2012-11-05
Request for Examination Requirements Determined Compliant 2012-10-17
All Requirements for Examination Determined Compliant 2012-10-17
Request for Examination Received 2012-10-17
Application Published (Open to Public Inspection) 2009-04-30
Inactive: Cover page published 2009-04-29
Inactive: Declaration of entitlement - Formalities 2008-04-25
Inactive: IPC assigned 2008-03-18
Inactive: First IPC assigned 2008-03-18
Inactive: IPC assigned 2008-03-18
Inactive: IPC assigned 2008-03-18
Application Received - Regular National 2007-12-06
Filing Requirements Determined Compliant 2007-12-06
Inactive: Filing certificate - No RFE (English) 2007-12-06

Abandonment History

There is no abandonment history.

Maintenance Fee

The last payment was received on 2015-07-28

Note : If the full payment has not been received on or before the date indicated, a further fee may be required which may be one of the following

  • the reinstatement fee;
  • the late payment fee; or
  • additional fee to reverse deemed expiry.

Please refer to the CIPO Patent Fees web page to see all current fee amounts.

Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
CASEWARE INTERNATIONAL INC.
Past Owners on Record
BYRON LONG
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
Documents

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Document
Description 
Date
(yyyy-mm-dd) 
Number of pages   Size of Image (KB) 
Description 2007-10-31 27 1,255
Abstract 2007-10-31 1 24
Claims 2007-10-31 4 160
Drawings 2007-10-31 22 336
Representative drawing 2009-04-02 1 14
Cover Page 2009-04-28 2 52
Drawings 2015-01-08 17 266
Description 2015-01-08 28 1,299
Claims 2015-01-08 6 237
Cover Page 2016-04-12 2 49
Representative drawing 2016-04-12 1 11
Confirmation of electronic submission 2024-10-09 2 68
Filing Certificate (English) 2007-12-06 1 159
Reminder of maintenance fee due 2009-07-02 1 110
Reminder - Request for Examination 2012-07-04 1 125
Acknowledgement of Request for Examination 2012-11-05 1 175
Courtesy - Certificate of registration (related document(s)) 2014-03-17 1 102
Commissioner's Notice - Application Found Allowable 2015-09-17 1 162
Courtesy - Certificate of registration (related document(s)) 2016-06-01 1 102
Maintenance Fee Notice 2018-12-12 1 184
Maintenance Fee Notice 2018-12-12 1 183
Late Payment Acknowledgement 2019-01-14 1 166
Late Payment Acknowledgement 2019-01-14 1 166
Commissioner's Notice - Maintenance Fee for a Patent Not Paid 2019-12-12 1 543
Courtesy - Acknowledgement of Payment of Maintenance Fee and Late Fee (Patent) 2020-02-04 1 431
Courtesy - Certificate of registration (related document(s)) 2021-02-16 1 366
Courtesy - Certificate of registration (related document(s)) 2021-02-16 1 366
Correspondence 2007-12-06 1 17
Correspondence 2008-04-25 2 48
Fees 2013-09-05 2 80
Fees 2014-07-23 2 80
Maintenance fee payment 2015-07-28 2 80
Courtesy - Office Letter 2015-09-21 2 28
Correspondence 2016-01-08 5 141
Final fee 2016-03-17 2 62
Maintenance fee payment 2016-08-12 2 78
Maintenance fee payment 2017-09-07 2 83
Maintenance fee + late fee 2020-01-31 1 77