Page tree

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click to "Objects" tab on the left hand corner in the Profiles section of DBSync Replication Portal.

  2. Once, user has connected to source applications like Salesforce and Microsoft CRM then objects will get synced and it will show on the Objects tab.

  3. Select any Source Apps objects you want to sync into Database from the left Objects section as shown below.



  4. Select the object fields you want to sync into Database from the "Available Fields" section and use "Exclude Fields" section to filter out fields you don't want to sync into Database. 




  5. Once completed, click on the "Run button" to Run the configuration for the Source Apps object.

  6. Run menu to select the required commands like Update Database Schema, Source Apps to Database (Clean Copy), Source Apps to Database (Incremental) to execute.

    Image Added


  7. Once completed, then it will redirect to you on the Log Screen Tab to see the status of command is completed or not.

    Below section explains the steps involved in Source Apps to Database Replication.


Run Process

Actions Performed

Update Database Schema

Creates Source Apps schema into Database for the selected Source Apps objects.

Source Apps to Database (Clean Copy)

Inserts a clean copy of selected Source Apps object records into respective Database Tables & Columns.

Source Apps to Database (Incremental)

Performs an incremental syncfrom Source Apps to Database based on the changes / edits made in Source.

Image Removed

...

Provide Recipient email address details under Email Recipients section respectively.

  • The Advanced Settings tab provides you an option to sync non-replicate Source Apps objects into Database. Mark the check-box for Email only on Error to get the details when error occurs.

  • Once the process is completed then click on Save & Next buttons to proceed further.

         Note: The database URL can also be entered manually if you know your database Connection string.

...

  • In Source Apps Sync Details section, you can select the Source Apps objects you want to sync into Database from the left Objects section as shown below.

  • Select a Source Apps Object from Objects section, select the object fields you want to sync into Database from the Available Fields section and use Exclude Fields section to filter out fields you don't want to sync into Database. Once completed, click on the Run button to Run the configuration for the Source Apps object.

...

Once command is executed then you will get the email in your mailbox as per the details submitted by you in Advanced Settings tab for Notifications.

...

At this point your Replication profile is ready to sync your Source Apps and Database applications as per configurations. Initiate the sync using the Run menu to select the required process to execute.

...

Configure Schedule Jobs tab

  • You can also schedule the sync using theScheduler Tab.Select the required Process from theCommand Drop-down and configure the frequency of the sync by selecting a desired duration from theRepeat drop-down. The below screenshot illustrates configuring scheduler functionality.

  • Once you have selected all the options then go to the Starts On option and select the Date, Month and Year from the Drop-down menu.

  • Once the process is completed then click onSave&Nextbuttons to proceed further.

  • Once, you have saved all the details in the Scheduler Jobs tab then it will automatically create a task in the task section with all the details including Task Name, Action, Command and Start Date and Time.

...