Migrating to DBSync On-Premise from On-Demand

Migrating to DBSync On-Premise from On-Demand

• Go to www.mydbsync.com and click on Customer Login. Enter your USER NAME and PASSWORD and click on Login.

• Go to My Home from top menu and Click on Launch Button in Console Area. You will be redirected to DBSync Integration Console.

• In DBSync console click on Edit Link from Manage Toggle Button.

• In the Process Builder console Right Click ?Download on your process name. In this tutorial the process name is "BiDirectionalSync". A screenshot is shown below

• A Zip file will start downloading. Store the zip file on your hard disk and also keep a backup of that zip file.

• If you have more than one profile in DBSync then follow the above steps for all the profiles.

• Go to www.mydbsync.com and click on Customer Login. Enter your USER NAME and PASSWORD and click on Login.

• Go to Edit Account and change Server Details Login to http://localhost:8080/dbsync2/login.m and click on Save. A screenshot is shown below

• Download DBSync from http://www.mydbsync.com/dbsync2download/currentrelease/DBSync_V2.8.2.exe and Install DBSync application on your Local System. For installation process use following link http://help.mydbsync.com/docs/display/dbsync/Windows+Installation .

• Go to www.mydbsync.com and click on Customer Login. Enter your USER NAME and PASSWORD and click on Login.

• Go to My Home from top menu and Click on Launch Button in Console Area. You will be redirected to DBSync Integration Console.

• You will be redirected to DBSync console, select Process Template from top Menu to add a Process Template in DBSync Console. It will take you to Process Template Page.

• Choose your process template according to your Integration profile. In this tutorial, I will be using "Salesforce & QuickBooks Bidirectional" Template. Click on View More Button In front of the Process Template and on the next screen click on Add Now Button.

• A new profile will be added in profiles section with Process Template Name.

• Click on Manage/Edit at the bottom of the DBSync console.
• Click

• Select the Zip file you downloaded earlier from your hard drive and click on upload. The file will be uploaded on your DBSync and your migration process is complete.