Quick Start Guide
Configuration
The default settings save you time configuring different stages of database migration or
synchronization.
On the other hand, you have complete control over the migration process and can customize
what you need for a specific conversion.
- By default, all database items, including schemas, tables, primary keys, indexes, and views,
are selected for copying to the target databases. But you can copy or sync them
individually.
- Internally, our data mapping automatically maps one data type to its closest relative
equivalent in the target database's fields. However, you can set your own type matching
rules.
- Proactive error checking warns the user to correct the target database settings before
copying if they are incorrectly configured.
- You can use custom WHERE expressions to filter the range of data that is copied to the
targets.
- Our built-in scheduler automates repetitive tasks to complete automatically.
Check out the many other features of DBConvert Studio to help you
replicate and migrate databases efficiently.
To set up the conversion/sync, follow the steps below.
1. Add Connections
First, let's add and configure the database connections.
To add a new connection, click the
"Connections ->Add connection" menu item or click the "Add
Connection" button in the upper right corner of the "Connections" window.
In the
"New Connection" window, select the required database type from the list of
supported databases.
IP address, port, username, and password are usually required to connect to the database.
The figures below show a MySQL source node and a SQL Server destination node as examples.
Click the
"Test connection" button. The application tries to connect to a server with the
specified parameters. After successful connection, a confirmation message will appear:
Click Save button to make the connection available for use as a source or
destination
node. In the main window, you can add as many connections as you like. All of them will remain
on
this list even after the program is closed. 👇
2. Migration Types. Source and Target Database Setup.
Choose the appropriate migration scenario. Let's choose
"Copy Data" - the most straightforward scenario where data is transferred from
exactly one source to one destination.
Click
Connect to make an actual connection to the database nodes that will
participate in
the migration process.
Click on the
arrow next to the Connect link to select the main database/schema from the
drop-down list.
Note. If you don't need to convert the entire database, just select only the tables you need.
Repeat the previous step to select the desired destination database.
If the target database does not exist, DBConvert Studio will create a new one for you.
When choosing a data distribution type, you can add multiple target databases, as shown in the
figure below.
Jobs.
Click the
Add job button to create a job for the current process and save all your settings.
With this feature, you can organize the transfer process as a scheduled task and run it at any time.
All created Jobs are displayed at the bottom of the Main window.
You can filter jobs by type by clicking the appropriate tab at the top
of the jobs section.
The
Job toolbar consists of the following commands for Job
management:
"Execute,"
"Customize," and
"Delete" accordingly.
Click the
"Customization" button to proceed to the next step. The application automatically
creates a job for the current scenario.
3. Configure data migration.
Here you can adjust different settings affecting the chosen source
and
destination nodes in detail.
Global Options
"Load destination structure." In most cases, there is no need to load the destination
table structure. Check this option if you need to reassign the fields to match the target table.
"Skip queries/views conversion." Sometimes you don't need to convert views/ queries.
This option skips loading views to save time.
NOTE: 🚫 Conversion is not supported for:
- functions
- triggers
- stored procedures
Click "Customization" button.
Different configuration options will be offered depending on the current migration type.
Find screenshots of Copy data and Synchronization migration types configuration below.
"Threads" slider controls the rate at which data is transferred from the source to the target database.
The number of threads refers to the number of parallel tasks running concurrently while copying data. The maximum number is limited by the actual number of processor threads available on the computer.
Also, Business/Enterprise DBConvert Studio license holders can configure more parallel tasks than personal license users.
"Update sync triggers."triggers will be updated automatically on both source and target
databases.
Check "Update sync triggers" option in the following cases:
- when the target database in the saved session/ job is changed;
- reconfigure triggers if the time on the servers has changed;
"Data Filters" are used to extract specific range data from the entire dataset.
The settings are the same as in the classic DBConvert / DBSync software.
4. Data transfer.
Click
Commit button to start the actual conversion/ sync process.
Immediately after starting the task, you will see two progress bars showing the
entire conversion process and the current operation's progress.
When the migration is complete, you can view the detailed activity log,
and any errors found.
NOTE: When you click the
Commit button, the application automatically creates a task for the current process
and saves all your settings. With this feature, you can schedule the conversion process to run
automatically at any time.