User Interface
Last updated
Last updated
Use DBSync Replication with different source apps (Salesforce/Microsoft CRM) to connect a database.
(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 MongoDB.
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.
Once, you have logged in then click to "main menu" in the right hand top corner on the home page of DBSync replication portal.
Next, enter the required proxy credentials in different text boxes like proxy host, port, username and password under the global settings section.
Click on save changes button to save a global settings details.
Figure:1
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.
Click to "add profile" in the right hand-corner of the profiles section of DBSync replication portal.
Select, the required source name application from the drop down menu under the product header.
Next, enter the name of the profile like "testprofile" under the name section.
Click on save changes button to create a new replication profile. Figure:2
Start with Source Application Objects tab, to get synced all the objects when 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.
Click to "objects" tab on the left hand corner in the Profiles section of DBSync replication portal.
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.
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.
Initiate the sync using the Run menu to select the required mode of Replication to execute.
Once user has selected and "Run" the Command, then it will redirect to user on the log screen tab to see the status of command is completed or not.
Start with Scheduler Jobs tab, here users can schedule the sync using Scheduler Tab.
Follow these steps to schedule the sync using Scheduler tab with scheduler functionality like run commands options, Date, Month and year format settings and repeat Drop-down menu details to set the desired duration to sync the selected objects.
Click to "scheduler jobs" tab on the left hand corner in the Profiles section of DBSync replication portal.
Once, user has connected to source applications like Salesforce and Microsoft CRM then objects will get synced and user can directly 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 menu.
Next, "start on" option to select the date, month and year from the drop-down menu to get the objects synced for particular Date and Month format.
Create a task in the "task section" with all the details including task name, action, command and start, date and time.
Once the process is completed then click on save and next button to proceed further.
Figure: 4
Once completed, click on the"run button" to Run the configuration for the source apps object. Figure:3
