Quick Start

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with DBSync Replication

Use DBSync Replication with different

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source apps (Salesforce/Microsoft CRM) to connect a

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database.

(Note: Source Apps includes Salesforce and Microsoft CRM Application)

The quickstart walks through how to create Profile profile under different Source Applications source applications like Salesforce and Microsoft CRM. The DBSync Replication replication is offering you to connect the Source Apps source apps like Salesforce and Microsoft CRM with different Databases like databases like MySql, SQL Server, Oracle, DB2DB, PostgreSQL, Cassandra, RedshiftAWS RedShift, Snowflake, Sybase, and MongoMongoDB.

This quickstart shows you how to get started by creating a profile under Source Applications source applications and how to Replicate replicate the data with the help of DBSync from Source Applications source applications to different databases.

Log in to the DBSync

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replication portal

Sign in to the DBSync Replication Portalportal.

Fill the configuration details in

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global settings 

Start DBSync Replication Console console to configure the proxy settings under the Global global settings option on the home page.

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1. Once, you have logged in then click to "Main Menumain menu" in the right hand top corner on the home page of DBSync Replication Portalreplication portal.
2. Next, enter the required proxy credentials in different text boxes like proxy host, proxy port, proxy username and proxy password under the global settings section.
3. Click on save changes Click on save changes button to save a global settings details.

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Create a

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source application profile

Source Application application profile Includes Salesforce and Microsoft CRM. The Source App source app profile is created within the DBSync Replication Platformplatform.

Follow these steps to create a profile under Source Application source applications like Salesforce and Microsoft CRM.

1. Click to "Add Profileadd profile" in the right-hand - corner of the Profiles profiles section of the DBSync Replication Portalreplication portal.
2. Select, the required source name application from the drop-down menu under the Product product header.
3. Next, enter the name of the profile like Testprofile "testprofile" under the Name name section. 
4. Click Click on   save changes   button to create a new Replication Profilereplication profile.
   
   

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Source

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application setup details

Start with Source Application source application setup details includes Salesforce and Microsoft CRM. 

The Source source setup applications application details required to configure your Salesforce and Microsoft CRM credentials like "username" and "Passwordpassword". 

Follow these steps to configure your Source Application source application like Salesforce and Microsoft CRM.

1. Click to "Salesforce and Microsoft CRM" Setup setup tab on the left-hand corner in the Profiles profiles section of the DBSync Replication Portalportal.
2. Don't change the "Environment environment and Soap soap end details", all these details are pre-filled.
3. Next, enter the "Usernameusername" and "Passwordpassword" credential credentials for Salesforce and Microsoft CRM.
   
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4. "OR", "Other option for Salesforcesalesforce"Click  click on connect to to Salesforce (OAUTH) to  to enter Salesforce login credentials like "Usernameusername" and "Passwordpassword" to  to connect the Salesforce Applicationapplication.
   
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5. Click on Test Connection  the test connection button to validate your Source Application source application login details. 
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6.  Click Click on  the Save button to save your Source Apps source apps login details.
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Configure Database Setup details

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2. Once completed, click on the next button to proceed to the database setup tab.

Configure database setup details

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

Follow these steps to configure your Database database credentials with different databases like MySQLMySql, SQL Server, Oracle, DB2DB, PostgreSQL, Cassandra, AWS RedShift, Snowflake, Sybase, and MongoMongoDB.

1. Click to "Databasedatabase" Setup setup tab on the left-hand corner in the Profiles profiles section of the DBSync Replication Portalreplication portal.
2. Select, the required "Type nametype name" from the the drop-down menu options like "MySql, SQL Server, Oracle, DB2DB, PostgreSQL, Cassandra, RedshiftAWS RedShift, Snowflake, Sybase, and MongoMongoDB" under the "Database Setupdatabase setup" section.
    
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   (Note: The  The database URL can also can also be entered manually if you know your database Connection database Connection string.)
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3. To start with Database database credentials user has to entered enter all the configuration details like Host host, Portport, Usernameusername, Password, Database Name and Schemapassword, database name, and schema.
4. Once, all the details enter entered by the user then URL details will get autofilled. (Note: The database URL can also be entered manually if you know your database Connection string.)auto-filled. 
5. Click on  the Test Connection Connection button to validate your Source Application source application login details. 
6. Click on the Save Save button to save your Source Apps source apps login details.
7. Once completed, click on Next  the next button to proceed to  Advanced Settings tab to write the advanced settings tab to get the email Id to get the Notificationsthe notifications.

       Note: 

• While replicating with Cassandra, please refer to the following wiki link for specific details on Replication with Cassandra.        
  
  
• http://help.mydbsync.com/docs/display/CloudReplication/3+-+Big+Data+Support

• While replicating with the Amazon Redshift database, please refer to the following wiki link for

   

  specific

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   details on Replication with Amazon Redshift.

    

  http://help.mydbsync.com/docs/display/CloudReplication/Amazon+Redshift

Advanced

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settings tab

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details

Start with Advanced Settings the advanced settings tab, to fill all the necessary details and follow the same procedure for testing and validating Advanced settings credentials.

Follow these steps to configure your Advanced settings credentials.

1. Click to "Advancedadvanced" Settingssettings tab on the left-hand corner in the Profiles section of the DBSync Replication Portalreplication portal.
2. Mark the checkbox to "Enable Database enable database logging" to create an auto-created table in the database.
3. Next, Mark the checkbox of checkbox of "Email email only on Errorerror" to get an email message when error will occur.
4. Enter an email for an "Email Recipientemail recipient" to  to get the notification when any run command is executed.
5. Click on Save  the save button to save your Advanced settings detailsthe details of your advanced setting.
6. Once the process is completed then click on Save & Next buttons to on save and next button to proceed further.

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Source

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application objects tab

Start with Source Application Objects tab, to get synced all the objects when the user will get connected to different source applications like Salesforce /and Microsoft CRM.

Follow these steps to synced all objects for source application like Salesforce and Microsoft CRM.

1. Click to "Objectsobjects" tab on the left-hand corner in the Profiles section of the DBSync Replication Portalreplication portal.
2. Once, the user has connected to source applications like Salesforce and Microsoft CRM then objects will get synced and it will show on the Objects objects tab.
3. Select any  Source Apps objects you "source apps objects" you want to sync into Database a database from the left Objects objects section as shown below.
   
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4. Select the object fields you want to sync into Database the database from the "Available Fields Fields" section and use  "Exclude Fieldsthe "exclude fields" section to filter out fields you don't want to sync into Databasedatabase. 
   
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5. Once completed, click on the "Runrun button" to  to Run the configuration for the Source Apps source apps object.
   
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6. Run menu to select the required commands like Update Database Schema, Source Apps to Database an update database schema, source apps to the database (Clean Copy), Source Apps to Database source apps to the database (Incremental) to Once completed to execute.
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   As per the above commands here the user has to select the Clean copy and Source to Database command to replicate all the sync objects to their database.
7. Once the user has selected and "Run" the Command, then it will redirect to you the user on the Log Screen Tab log screen tab to see the status of the command is completed or not.
   
   Below The below section explains the steps involved in Source Apps to Database Replicationin source apps to database replication.
   

Configure

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schedule jobs tab

Start with the Scheduler Jobs tab, here where users can schedule the sync using Scheduler Tab.

Follow these steps to schedule the sync using the Scheduler tab with scheduler functionality like run commands options, Date, Month and year format settings and repeat Drop-down menu details to set   the set the desired duration to sync the selected objects.

1. Click to "Scheduler Jobsscheduler jobs" tab on the left-hand corner in the Profiles section of the DBSync Replication Portalreplication portal.
2. Once, the user has connected to source applications like Salesforce and Microsoft CRM then objects will get synced and the user can directly select the required Process process from the Command D command drop-down and configure the frequency of the sync by selecting a desired duration from the Repeat drop-down menu.
3. Next, "Start Onstart on"  option to to select the Datethe date, Month month and Yearyear from the Dropdrop-down menudown menu to get the objects synced for particular Date and Month format.
4. Create a task in the "task section"  with with all the details including Task Name task name, Actionaction, Command and Start Date and Timecommand, and start, date and time.
5. Once the process is completed then click on Save & Next buttons  the Save button to proceed further.

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