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  1. Click to "database" setup tab on the left hand corner in the profiles section of DBSync replication portal.
  2. Select, the required "type namefrom the drop down menu options like "MySql, SQL Server, Oracle, DB, PostgreSQL, Cassandra, RedShift, Sybase and MongoDB" under the "database setup" section.

    Figure:7


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

  3. To start with database credentials user has to entered all the configuration details like host, port, username, password, database name and schema.
  4. Once, all the details enter by the user then URL details will get autofilled. 
  5. Click on test Connection button to validate your source application login details. 
  6. Click on save button to save your source apps login details.
  7. Once completed, click on next button to proceed to advanced settings tab to get the email Id to get the notifications.

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

Figure:8



Source application objects tab

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  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.
    Figure:9



  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. 
    Figure:10



  5. Once completed, click on the"run button" to Run the configuration for the source apps object.
    Figure:11



  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.
    As per the above commands here user has to select the Clean copy and Source to Database command to replicate all the sync objects to their database.
  7. Once user has selected and "Run" the Command, then it will redirect to user on the Log Screen Tab log screen tab to see the status of command is completed or not.

    Below section explains the steps involved in Source Apps to Database Replicationin source apps to database replication.

Run Process

Actions Performed

Update Database Schemadatabase schema

Creates Source Apps source apps schema into Database database for the selected Source Apps source apps objects.

Source Apps apps to Database database (Clean Copy)

Inserts a clean copy of selected Source Apps source apps object records into respective Database Tables database tables & Columnscolumns.

Source Appsapps to Database database (Incremental)

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


Configure schedule jobs tab

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