DBSync Cloud Replication and CDM

2022

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Start with the database setup tab, to fill in all the necessary details and follow the same procedure for testing and validating your database credentials.

Follow these steps to configure and setup your MySQL or  SQL Server database

  • Log in to DBSync Cloud Replication instance

  • Configure Database

  • Click the Database icon from the top-navigation toolbar

  • To start with database credentials the user has to enter all the configuration details like host, port, username, password, database name, and schema.

  • Once, all the details are entered by the user then URL details will get auto-filled. 

  • Click Save 

  • A pop-up confirming the Connection is Saved will appear on the screen

  • Click Test Connection

  • A pop-up confirming the connection is established will appear on the screen.

  • Click Next

  • You will be redirected to configure Dynamics 365 CRM objects

Note:

Advance Settings:

This Tab primarily focuses on 3 advanced settings:

  1. File Download

  • Click the checkbox next to download as local files to download into your local system

  • The URL for download file directory is provided 

  • Click the checkbox next to Keep Multiple Version of Files this will assist in keeping multiple version of the files when downloading (Will rename older version before downloading new ones) 

2. Prefix settings:

  • Include a prefix if required and enter the prefix details in the table below which will get populated into the database.


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