Creating or Editing a Data Replication App
Use a Data replication app to copy the contents of your CRM or marketing system to a local database for reporting or business intelligence. Each Data replication app performs a specific replication task. The processes for configuring and editing an app are the same.
Prerequisites
- Make sure an agent is available. Select Environment & Tools from the menu.
- Under Environment Settings, select Agents to display the Agents page.
- The Agents page displays your available agents.
- If there are no Agents available, determine whether you want to:
- Download and install a Connect on-premise agent
- Provision a Connect cloud agent
See Agents for additional information.
- Create your Connections. Configuring Connections to one or more datastores can be done as you add or edit an app, but it may be easier to create them first. If you were invited into this Organization, the Connections may already exist. For information about creating Connections, see Adding a Connection.
Configuring the App
Accessing the App Details Page
- Select Apps from the menu to open the apps list.
- To edit an existing app, select it from the Apps List to display the App Details page.
- To create an app, select the Create/Import button on the Apps List.
- On the Create app dialog, select All app types > Create a Data Replication app.
- Click the Create data replication app button to display the App Details page for the new app.
For more information on choosing an app type, see the following:
Creating/Editing an App
Metadata is requested from the selected agent for the source Connection, when the Recommended entities option is selected, and from the target Connection anytime you create a Data replication app or edit a Data replication app after metadata has been reset.
- At the top of the app, edit the generated name from New_Connect_App to your own name for this app.
Note: The name of this app must be unique within this Organization.
- In the Tags field, add or delete the tags used to group and filter apps.
- To add a tag, click Tags and type the name of the tag you want to add. If this is a new tag, click the Create new <tag name> option. If this is an existing tag, click the tag name.
- To delete a tag, click the x next to the tag name.
- To save changes to tags, click outside the Tags dialog.
- In the Application Description section, add a brief description for this app. This field is optional.
- From the Agent drop-down,
select an agent from the list.
Note: The Connect cloud agent is disabled if the app contains Connections that do not support the Connect cloud agent.
- The app is enabled by default. To disable the app, select the Disable App link on the Flows tab. See Disabled Apps for additional information.
- On the Flows tab, select the Add source connection link. In the drop-down, choose an existing Connection or select the Create a new connection link to configure a new Connection. Note: If you create a Connection from the drop-down list, you are adding a Connection to your Organization. That new Connection may not support Data replication apps. See the Connector documentation for information on support for Data replication apps. See the Table of Contents in the Connectors help.
- Select the Add target connection link. In the drop-down, choose an existing Connection or select the Create a new connection link to configure a new Connection. Note: See Connections for more information on configuring new Connections.
- In the Entities section, select one of the following options and click Save:
- All - All entities in the Source datastore.
- Recommended - TIBCO recommended entities. Default.
- Manually Selected - User-specified entities.
Note: See Selecting Source Entities For Data Replication Apps for additional details. - Select the Schedule tab.
- Select the method that triggers the app to run. Options include:
- On-Demand - App is run manually.
- Scheduled - App is run at scheduled intervals. See Scheduling An App.
- In the Execution History tab, view the status of the executions of this app. See App Peek Execution History. Displays up to 45 days of Execution History for this app.
Connections
Once you have added Connections to your Data replication app, the menu for each Connection provides the following options:
- Edit - Opens the Connection dialog where you can change the configuration for the selected Connection.
- Reset Metadata - Drops and recreates the schema for the source Connection. Not available for the target Connection.
To switch to a different Connection, click the name of the current Connection to display the drop-down list of Connections.