2022
(Note: Source Apps includes Salesforce and Microsoft CRM Application)
The quickstart walks through how to create Profile under different Source Applications like Salesforce and Microsoft CRM. The DBSync Replication is offering you to connect the Source Apps like Salesforce and Microsoft CRM with different Databases like MySql, SQL Server, Oracle, DB2, PostgreSQL, Cassandra, Redshift, Sybase and Mongo.
This quickstart shows you how to get started by creating a profile under Source Applications and how to Replicate the data with the help of DBSync from Source Applications to different databases.
Sign in to the DBSync Replication Portal.
Start DBSync Replication Console to configure the proxy settings under the Global settings option on the home page.
Follow these steps to configure a proxy global settings in DBSync replication portal.
Source Application profile Includes Salesforce and Microsoft CRM. The Source App profile is created within DBSync Replication Platform.
Follow these steps to create a profile under Source Application like Salesforce and Microsoft CRM.
Start with Source Application setup details includes Salesforce and Microsoft CRM.
The Source setup applications details required to configure your Salesforce and Microsoft CRM credentials like "username" and "Password".
Follow these steps to configure your Source Application like Salesforce and Microsoft CRM.
Start with Database Setup tab, to fill all the necessary details and follow the same procedure for testing and validating your Database credentials.
Follow these steps to configure your Database credentials with different databases like MySQL, SQL Server, Oracle, DB2, PostgreSQL, Cassandra, RedShift, Sybase and Mongo.
Note:
While replicating with Cassandra, please refer 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 Amazon Redshift database, please refer the following wiki link for specific details on Replication with Amazon Redshift. http://help.mydbsync.com/docs/display/CloudReplication/Amazon+Redshift
Start with 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.
Start with Source Application Objects tab, to get synced all the objects when user will get connected to different source applications like Salesforce/Microsoft CRM.
Follow these steps to synced all objects for source application like Salesforce and Microsoft CRM.
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 sync from Source Apps to Database based on the changes / edits made in Source. |
You can also schedule the sync using the Scheduler Tab. Select the required Process from the Command Drop-down and configure the frequency of the sync by selecting a desired duration from the Repeat 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 on Save & Next buttons 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.