Quick Start Guide
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.
![MySQL connection details]()
![MS SQL connection details]()
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 Models. 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.
![choose master database]()
![selected database]()
Note. If you do not need to convert the entire database from
the original node, you can select only the tables you want.
![choose only needed tables to convert]()
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.
![choose slave database]()
When choosing a data distribution scenario, you can add multiple target databases, as shown in the
figure below.
![list of all jobs]()
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.
![list of all jobs]()
You can filter jobs by type by clicking the appropriate tab at the top
of the jobs section.
![choose only sync jobs]()
![job toolbar]()
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. Customize data migration.
Here you can adjust different settings affecting the chosen source
and
destination nodes in detail.
Global Options
![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.
Click "Customization" button.
Different configuration options will be offered depending on the current migration model.
Find screenshots of Copy data and Synchronization models settings below.
![custoimzation and database migration options.]()
![custoimzation and database migration options.]()
"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;
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.
![Press commit to start a job]()
When the migration is complete, you can view the detailed activity log,
and any errors found.
![job finished]()
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.