DocAve for Salesforce 3.1

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1 DcAve fr Salesfrce 3.1 User Guide Revisin F Issued January 2014 DcAve fr Salesfrce User Guide 1

2 Table f Cntents Abut DcAve fr Salesfrce... 5 Befre Yu Begin... 6 System Hardware and Operating System Requirements... 6 SharePint Requirements... 6 Required Permissins... 6 Salesfrce Requirements... 7 Installatin Steps... 7 Salesfrce Checklist... 8 Ensure Yu Have a Salesfrce Accunt... 8 Apply a License... 8 Install SharePint On-Premise r Register SharePint Online Site Cllectins... 8 Data Prtectin Perfrming a Backup Viewing the Prgress f a Backup Changing Backup Settings Restring Backup Data Out f Place Restre Data Replicatr Building a Data Replicatr Plan Chsing Cntent Editing a Mapping Running the Plan Advanced Settings Schedule Optins Cnflict Optins User Mappings List Mapping Ntificatin Cntent Replicatr DcAve fr Salesfrce User Guide

3 Building a Cntent Replicatr Plan Chsing Cntent Replicatr Settings Editing a Mapping Running the Mapping Plan Advanced Settings Schedule Filter Cnflict Optins User Mapping Cntent Type Mapping Tag Mapping Ntificatin Cntrl Panel User Settings Strage Lcatin Jb Pruning License Manager System Settings Language Setting Lg Setting Cntent Replicatr Settings Cnnectin Settings Ntificatin Cngratulatins! Appendix A Required Permissins List SharePint 2007/2010/2013 On-Premises Data Replicatr Cntent Replicatr SharePint Online Data Replicatr Cntent Replicatr DcAve fr Salesfrce User Guide

4 Required Permissins fr Data Prtectin Appendix B DcAve fr Salesfrce Supprt List Data Prtectin Object Supprt Status Clumn Supprt Status Cntent Replicatr Object Supprt Status Clumn Supprt Status Data Replicatr Object Supprt Status Clumn Supprt Status Salesfrce t SharePint Metadata Clumn Ntices and Cpyright Infrmatin DcAve fr Salesfrce User Guide

5 Abut DcAve fr Salesfrce DcAve fr Salesfrce has three mdules: Data Prtectin, Data Replicatr, and Cntent Replicatr. Data Prtectin prtects yur Salesfrce data by backing up and restring yur Salesfrce data. Data Replicatr replicates data frm Salesfrce t SharePint, r between Salesfrce and SharePint. This mdule preserves Salesfrce strage space and enables the Salesfrce data t be accessed thrugh SharePint. Cntent Replicatr replicates the data in SharePint t a Wrkspace in Salesfrce. This mdule replicates the SharePint data t Salesfrce in real-time and supprts user mapping, cntent type mapping, tag mapping, and filtering t replicate yur desired SharePint data t Salesfrce. DcAve fr Salesfrce User Guide 5

6 Befre Yu Begin Befre installing DcAve fr Salesfrce in yur envirnment, ensure that yur system and user permissins meet the minimum requirements listed belw. System Hardware and Operating System Requirements The system requirements are as fllws:.net Framewrk v2.0 r higher *Nte:.Net Framewrk 4.5 r abve is required if yu are: Using registered SharePint Online site cllectins. Installing DcAve fr Salesfrce n a server that des nt have SharePint installed n it. Windws Server 2003/2008/2008R2, XP, Vista, etc. At least 1 GHz CPU with 1.5 GB RAM 1 GB free space n yur lcal system hard drive fr backups Internet access SharePint Requirements The SharePint requirements are as fllws: T use Data Replicatr and/r Cntent Replicatr, DcAve fr Salesfrce must be installed n a SharePint server. *Nte: T use Data Replicatr and/r Cntent Replicatr with a SharePint Online farm nly, DcAve fr Salesfrce can be installed n a server with SharePint 2013 On-Premises installed, r n a server that is nt using SharePint. T use all three cmpnents (Data Prtectin, Data Replicatr and Cntent Replicatr), DcAve fr Salesfrce must be installed n a SharePint server. T use Data Prtectin nly, DcAve fr Salesfrce can be installed n any server, even ne that is nt using SharePint. Required Permissins T install and use DcAve fr Salesfrce prperly, the user accunt that installs and cnfigures DcAve fr Salesfrce must have the fllwing permissins: Dmain user 6 DcAve fr Salesfrce User Guide

7 A member f the lcal Administratrs grup Database Rle f db_wner fr all f the SQL Server databases related t SharePint A member f the farm Administratrs grup. Fr detailed minimum permissins, refer t Appendix A Required Permissins List sectin in this user guide. Salesfrce Requirements The Salesfrce requirements are as fllws: Salesfrce Security Tken Lad, add, r edit Salesfrce data permissins fr the Salesfrce accunt At least an enterprise level accunt SQL Server Requirements The supprted SQL Server versins are as fllws: SQL Server 2005 Service Pack 2 SQL Server 2005 Service Pack 4 SQL Server 2008 R2 SQL Server 2008 R2*64 Express SQL Server 2008 R2 Service Pack 1 SQL Server 2008 Service Pack 2 SQL Server 2012 RTM SQL Server 2012 Service Pack 1 Installatin Steps The Installatin Wizard guides yu thrugh the installatin prcess. *Nte: Fr SharePint Online-related functins t wrk prperly, d nt install DcAve fr Salesfrce n a SharePint 2010 On-Premises envirnment. Instead, install DcAve fr Salesfrce n a SharePint 2013 On-Premises envirnment, r a server withut SharePint On-Premises installed. Fllw the steps belw t install DcAve fr Salesfrce. 1. Access the server where yu will install DcAve fr Salesfrce. DcAve fr Salesfrce User Guide 7

8 2. Dwnlad the DcAve_fr_Salesfrce.ZIP file by either requesting a dem frm r by cntacting an AvePint representative fr links t this package. 3. Unzip this package n the server where yu wish t install this tl. 4. Run the Setup.exe file fund in the unzipped directry. *Nte: When yu run the Setup.exe file, the prcess checks yur SharePint farm infrmatin. If the Wizard cannt lad yur farm infrmatin, the DcAve fr Salesfrce slutin will nt deply prperly. After a SharePint instance becmes available, yu must deply the slutin manually n the Cntent Replicatr Settings interface under the Cntrl Panel tab. 5. Fllw the instructins n the Wizard t cnfigure this tl. Yu will be asked fr yur name, cmpany infrmatin, and an installatin directry. Yu can apply yur sftware license while installing the tl, r apply it later frm the DcAve fr Salesfrce Cntrl Panel. 6. After the installer cmplete, a screen indicates that all DcAve fr Salesfrce services have been installed. Cngratulatins! DcAve fr Salesfrce is nw installed n yur SharePint and Salesfrce envirnments. Salesfrce Checklist Befre using DcAve fr Salesfrce, ensure that the fllwing are in place: Ensure Yu Have a Salesfrce Accunt T lg int DcAve fr Salesfrce, yu must enter yur Salesfrce username, passwrd, and the security tken. If necessary, yu can change yur DcAve fr Salesfrce accunt infrmatin in the User Settings page under the Cntrl Panel tab after yu lg in. Fr mre infrmatin n hw t change this infrmatin, refer t the User Settings sectin f this guide. Apply a License Yu cannt use Data Prtectin, Data Replicatr, r Cntent Replicatr until yu have applied the applicable licenses. Fr mre infrmatin n hw t apply a license, refer t the License Manager sectin f this user guide. Install SharePint On-Premise r Register SharePint Online Site Cllectins If yu want t use Data Prtectin nly, ignre this sectin. If yu want t use Data Prtectin, Data Replicatr, and Cntent Replicatr tgether, make sure yu have installed SharePint n the server where DcAve fr Salesfrce resides, r that yu have registered ne r mre SharePint Online site 8 DcAve fr Salesfrce User Guide

9 cllectins t DcAve fr Salesfrce. Fr mre infrmatin n hw t register a SharePint Online site cllectin, refer t the User Settings sectin in this user guide. DcAve fr Salesfrce User Guide 9

10 Data Prtectin Data Prtectin prtects yur Salesfrce data by backing up and restring the Salesfrce data. Click Data Prtectin t g t the Data Prtectin main page. Perfrming a Backup Refer t this sectin fr infrmatin n setting up a basic backup plan and then perfrming a backup f yur Salesfrce data using DcAve fr Salesfrce. 1. In the Data Prtectin main page, click Backup t set up a backup jb. 2. Select the Salesfrce bjects yu wish t include in the backup. By default, all bjects are selected (yu can deselect all bjects by deselecting the checkbx next t Table Name). If yu want t view the number f recrds fr each Salesfrce bject, select the Shw the recrds number in every bject checkbx. Once they have laded, the number f recrds will be listed in the Recrds Number clumn. 3. Click Next t use the Data Range feature and t set the backup type and schedule ptins. 4. If yu d nt plan n using a schedule r wish t perfrm a backup immediately, click Run Nw. This prmpts yu with a pp-up windw where yu can specify a Data Range (see the Data Range descriptin belw) and then click Run Nw again t initiate a ne-time full back up. 5. If yu wish t set up yur back-up jbs t run n a schedule r with a selected Data Range, cnfigure the Schedule Settings. Data Range If deselected, a backup jb will cntain all the data specified by the backup type. If Data Range is selected, a backup jb will cntain nly the data whse last mdified time is in the specified time frame accrding t the ptins cnfigured: Backup data fr the past hur, day, r mnth Backs up data frm tday t the previus pint in time specified. Backup data frm Specify a range between tw dates by clicking the calendar icns t specify time frame frm where the backup data can be gathered. 6. Cnfigure any r each f the backup types: Full, Incremental, r Differential. Full Backs up all Salesfrce recrds selected in the previus screen. Incremental Backs up nly the recrds added r mdified since the last backup jb, regardless f the backup type. Differential Backs up all recrds that have been added r mdified since the last Full backup was run. Using the calendar icn next t each backup type, yu can cnfigure the schedule fr each individual type f backup jb. A schedule is nt required t run a backup, but if yu wish t set up a schedule, fllw the steps belw: 10 DcAve fr Salesfrce User Guide

11 a. Deselect N Schedule. b. Use the Calendar icn ( ) t set a Start Time fr this jb. c. Use the Interval ptins t make this a recurring jb r have it run nly nce. Select Only Once frm the drp-dwn list t run this jb nly nce. Select Minute, Hur, Day, r Week frm the drp-dwn list, then specify a psitive number in the Interval text bx t run this jb by the interval f the specified minutes, hurs, days, r weeks. Select Mnth frm the drp-dwn list, then specify ne r mre mnths by selecting the crrespnding checkbxes. Then, DcAve fr Salesfrce runs this jb at the specified mnth. Fr best results, we recmmend running a Full backup jb mnthly with a weekly Incremental backup. *Nte: If this is yur first backup, we recmmend scheduling a Full backup. 7. If yu wish t send a ntificatin abut the jb, fllw the steps belw t cnfigure the ntificatin settings: a. Select Yes in Jb Ntificatin Via . b. Enter the recipients in the Recipient(s) text bx. Multiple recipients can be added t the Recipient(s) text bx, separated by a semicln ;. c. Select a ntificatin level. The Failed Jbs, Successful Jbs, and Any Jbs ptins are available. By default, all the ntificatin levels are selected. 8. Click Finish t cmplete the cnfiguratin. If yu have set a schedule, yu can wait until the scheduled time when the backup will initiate autmatically. Viewing the Prgress f a Backup After a backup has been initiated, yu can view its prgress frm Jb Mnitr. 1. Begin by pening Jb Mnitr. 2. Frm the Type: drp-dwn menu, select Data Prtectin/ Backup and brwse thrugh the table. This will display the current status and results f all backup jbs. 3. If desired, click the blue arrw at the tp right f the table t dwnlad any selected reprts. Changing Backup Settings If yu have already set up a backup plan, yu can als update the settings (the cntent backed up r schedules) by fllwing the steps belw: 1. In Data Prtectin, click Backup. DcAve fr Salesfrce User Guide 11

12 2. If a backup jb was previusly run, the backup infrmatin will be listed in Backup status. Yu can run the backup jb immediately by clicking Backup Nw, r click Change backup settings t change the cnfiguratin. 3. Yu can als select r deselect the Turn n the schedule checkbx t enable r disable the schedule settings. This checkbx is selected by default. 12 DcAve fr Salesfrce User Guide

13 Restring Backup Data Restring r recvering data is a very quick and simple prcess using DcAve fr Salesfrce. DcAve fr Salesfrce has the flexibility t restre data bth t its riginal accunt within Salesfrce r t any ther Salesfrce accunt. 1. Begin by pening Data Prtectin. Click Restre. 2. Select the backup jb yu want t restre, and click Next. 3. Select the cntent yu wish t restre. Mre detailed infrmatin f what is cntained in the item will be listed n the right-hand side. 4. Yu can als select the Include related list items ptin, which ensures that if a recrd has dependent bjects, the dependent bjects will als be restred with the recrd. Fr example, if yu select an accunt t restre, and there is a dependent cntact fr this accunt, it will restre bth the accunt and the crrespnding cntact; if yu d nt select this ptin, Data Prtectin restres nly the accunt. 5. Click Next t cnfigure the Restre Settings. Chse a Restre Optin. Nt Overwrite is selected by default, which will nt replace the existing cntent in the destinatin. Overwrite will replace any item that already exists in the restre destinatin with the same ID. Chse t either run the restratin nw by selecting Run Nw r t set a restre time fr this restre jb, select At a specified time and click the calendar icn t specify when t run the restre jb. Select Finish. This will restre the data selected t its backed up lcatin and state. Out f Place Restre If yu wish t restre backup data t a different Salesfrce accunt, perfrm the fllwing steps: 1. Lg int DcAve fr Salesfrce with a different user accunt. 2. Open Data Prtectin and click Restre t set up an ut f place restre jb. 3. Select the backup jb which was backed up by the accunt yu wish t restre data frm, and then click Next. 4. Select the recrds yu wish t restre. Mre detailed infrmatin f the recrds will be listed in the table n the right-hand side. Yu can als select the Include related list items ptin, which ensures that if a recrd has dependent bjects, the dependent bjects will als be restred with the recrd. Fr example, if yu select an accunt t restre and there is a dependent cntact fr this accunt, it will restre bth the accunt and the crrespnding cntact; if yu d nt select this ptin, nly the accunt is restred. 5. Yu can click Apply a Filter t filter the items and nly restre the items that meet the rules. T apply a filter, refer t the fllwing steps: a. Select the recrds yu wish t filter in the table. DcAve fr Salesfrce User Guide 13

14 b. Click Apply a Filter. c. Select the cnditin in the drp-dwn list; its type is displayed in the Type field. d. Select the peratr in the drp-dwn list and enter the value in the Value field. e. If yu want t set multiple rules, click Add icn t set ther rules and select And r Or t cnnect them. f. Click OK t save the cnfiguratin, and the filter result will be displayed in the right windw. 6. Click Next t cnfigure Restre Settings. Chse a Restre Optin. Nt Overwrite is selected by default, which will nt replace existing cntent in the destinatin. Overwrite will replace any item that already exists in the restre destinatin with the same ID. Chse t either run the restratin nw by selecting Run Nw r t set a restre time fr this restre jb, select At a specified time and click the calendar icn t specify when t run the restre jb. 7. If yu wish t send a ntificatin abut the jb, fllw the steps belw t cnfigure the ntificatin: a. Select Yes in Jb Ntificatin Via . b. Enter the recipients in the Recipient(s) text bx. Multiple recipients can be added t the Recipient(s) text bx, separated by a semicln ;. c. Select a ntificatin level. The Failed Jbs, Successful Jbs, and Any Jbs ptins are available. By default, all the ntificatin levels are selected. 8. Click Finish. This will restre the data selected t its backed up lcatin and state. 14 DcAve fr Salesfrce User Guide

15 Data Replicatr This sectin explains hw t replicate Salesfrce data t yur SharePint envirnment using DcAve Data Replicatr fr SharePint. Befre replicating any data, yu must create a data replicatr mapping plan by fllwing the steps belw. Building a Data Replicatr Plan Refer t the sectins belw t build a Data Replicatr plan. Chsing Cntent Replicatin plans rely n cntent mapping, which creates replicatin pairs between bjects in Salesfrce and SharePint. 1. Click Add next t the Mapping table. A pp-up windw appears. 2. In the left-hand clumn, click the icn next t Salesfrce t list the Salesfrce bjects. Select the bjects and recrds yu wish t map frm Salesfrce t SharePint. 3. Abve the right-hand clumn, enter the SharePint Site URL, and click the arrw ( ) t lad the cntent under this specified site. If yu leave the SharePint Site URL blank, it will lad all SharePint sites after clicking the arrw ( ). Click the icn t expand the tree, and then select the lcatin (the site r the list) where yu want t save the cntent. 4. Click OK t save the Replicatin Mapping Settings. A pp-up windw appears. 5. Select a mapping type. One Way Replicates the data frm Salesfrce t SharePint. Tw Way Replicates the data between SharePint and Salesfrce. The data in Salesfrce will be replicated t SharePint, and the data in SharePint will be replicated t Salesfrce. 6. Select the Replicate with attachments checkbx t replicate the attachments when the jb runs. Otherwise, they will nt be replicated. 7. Click OK t save the Replicatr Settings. Editing a Mapping Once a mapping has been created, yu can edit the replicatin ptins by clicking Edit, view the cntents, r chse whether it is Enabled by selecting the crrespnding checkbx. DcAve fr Salesfrce User Guide 15

16 Running the Plan If yu wish t run yur replicatin n a set schedule, see the Schedule Optins sectin belw. If yu d nt plan n using a schedule and wish t perfrm a replicatin immediately, click a mapping and then click Run Nw at the bttm f the screen. Click OK t run the plan. *Nte: When yu click Run Nw, a black DOS pp-up windw appears fr a split secnd, and then disappears. Advanced Settings In rder t cnfigure advanced ptins fr a Replicatin mapping, highlight the plan and click Advanced. Yu can then edit the settings fr Schedule, Cnflict Optins, User Mapping, and List Mapping. Schedule Optins If yu wish t schedule fr each replicatin type fllw the steps belw: 1. Select the replicatin type by clicking the crrespnding tab t either replicate all cntent (Full) r nly the changes made since any previus replicatin (Incremental). 2. Deselect N Schedule r N incremental schedule t enable the schedule and activate the ptins belw. a. Set a Start Time fr this replicatin mapping by clicking the calendar icn. b. Use the Interval ptins t make this a recurring jb r have it run nly nce. Select Only Once frm the drp-dwn list t run this jb nly nce. Select Minute, Hur, Day, r Week frm the drp-dwn list, then specify a psitive number in the Interval text bx t run this jb by the interval f the specified minutes, hurs, days, r weeks. Select Mnth frm the drp-dwn list, then specify ne r mre mnths by selecting the crrespnding checkbxes. Then, DcAve fr Salesfrce runs this jb at the specified mnth. 3. Yu can select the Replicate Deletins ptin in incremental schedule t synchrnize the surce deletins t the destinatin. 4. Click Apply t save and apply the settings. Cnflict Optins Yu can set up the Cnflict rules t cnfigure hw DcAve fr Salesfrce reslves cnflicts between SharePint and Salesfrce. 1. Set the pririty number fr the cnflict reslutin rules by changing the number frm the drpdwn list. 16 DcAve fr Salesfrce User Guide

17 2. Select the cnflict actin t be perfrmed nce the pririty has been established by selecting the crrespnding radi buttn. There are three ptins available: Skip, Overwrite, and Manual Cnflict Reslutin. Skip Dcuments with the same name r items with the same ID in the surce and destinatin will nt be replicated. Overwrite Dcuments with the same name r items with the same ID will be verwritten accrding t the pririty set abve. Manual Cnflict Reslutin in SharePint Creates a new flder named ReplicatinCnflicts and then backs up the cnflicted files int this flder. The file in the surce will replace the riginal file. Only files which were upladed t Salesfrce manually can be saved in the new flder. *Nte: the new flder will be created nly if dcument is replicated and the cnflict file f SharePint was upladed t SharePint side previusly. *Nte: These three actins can all be taken n in SharePint, but Salesfrce can nly perfrm the Skip and Overwrite actins, it has n impact n Salesfrce if yu select Manual Cnflict Reslutin. 3. Click Apply t save and apply the settings. Refer t the fllwing table fr the detailed infrmatin. Cnflict Reslutin Rules Skip Overwrite Overwrite & Manual Cnflict Reslutin in SharePint[Overwrite and save lser] Surce always wins Cnflict recrd is ignred and lgged. Destinatin recrd is verwritten with surce recrd. Destinatin recrd is verwritten with surce recrd, and a cpy is saved in SharePint side under separate flder. Target always wins Cnflict recrd is ignred and lgged. One Way Cnflict recrd is ignred. Tw Way Surce recrd is verwritten with destinatin recrd. One Way Cnflict recrd is ignred. Tw Way Surce recrd is verwritten with destinatin recrd. Recrd with latest mdificatin time wins Cnflict recrd is ignred and lgged. Latest recrd verwrites the lder recrd. Latest recrd verwrites the lder recrd. If the recrd n the SharePint side is verwritten, a cpy f the lder recrd is saved in a separate flder n the SharePint side. DcAve fr Salesfrce User Guide 17

18 User Mappings Use DcAve fr Salesfrce t create custm replicatin mappings fr data frm Salesfrce users t SharePint users manually. If yu d nt cnfigure user mapping, Salesfrce users will be matched with SharePint users autmatically. Hwever, Salesfrce users wh cannt be autmatically matched with a SharePint user are mapped t a system accunt. T create custm user mappings, fllw the steps belw: 1. Specify a Default Dmain User int the prvided field. This will add the users wh are nt cnfigured in the mapping prfile t that dmain. If yu leave this field blank, DcAve fr Salesfrce will use the dmain f the current machine. *Nte: Fr SharePint Online farm, enter the default dmain user fllwing the frmat shwn in the example: i:0#.f membership purple@trueblddsitetest.nmicrsft.cm. 2. Select the User Mapping checkbx t enable user mapping. Next, enter the surce Salesfrce username that yu want t replicate and the destinatin SharePint username. Yu can als map a Salesfrce user t a SharePint grup using Grup Mapping. By default, the User Mapping and Grup Mapping ptins are selected. *Nte: T map yur SharePint system accunt t Salesfrce, enter SHAREPOINT\System instead f the lgin username f this system accunt in the SharePint Username text bx. 3. Click the plus icn and minus icn t add r remve additinal mappings. 4. Click Apply t apply the mapping. If yu have large number f users, we recmmend yu use an XML file t map the users. Fllw the steps belw t map users using XML file: 1. Click Save Mapping t save the mapping prfile as an XML file. 2. Cnfigure this XML file t add user mappings in it. 3. Click Lad an Existing Mapping t lad this cnfigured XML file t DcAve fr Salesfrce. 4. Click Apply t apply the mappings. List Mapping DcAve fr Salesfrce can map Salesfrce bjects t SharePint lists manually. T create a manual list mapping, fllw the steps belw: 1. Select the List Mapping checkbx t enable a manual list mapping. 2. Enter the surce Salesfrce bject name that yu want t replicate and the destinatin SharePint list name. Yu can als select the SharePint list type in the drp-dwn list. 3. DcAve fr Salesfrce can als map Salesfrce bjects t SharePint clumns by specifying the Salesfrce bject name, the Salesfrce clumn name yu want t map, the SharePint Field Name, and the SharePint field type which yu want t map t in the drp-dwn list in the Clumn Mapping area. By default, List Mapping and Clumn Mapping are selected. 18 DcAve fr Salesfrce User Guide

19 *Nte: When cnfiguring a Clumn Mapping, enter the Label Name f the Salesfrce clumn in the Salesfrce Clumn Name field. *Nte: The Salesfrce Object Name, Salesfrce Clumn Name, and SharePint Field Name fields are case sensitive. If the value in Salesfrce r SharePint is capitalized, the value entered in DcAve fr Salesfrce must be capitalized t. 4. Yu can click the plus icn and minus icn t add r remve additinal mappings. 5. Click Apply t apply the mapping. 6. After cnfiguring the mapping, yu can click Save Mapping t save the mapping prfile as an XML file which can then be laded later by clicking Lad an Existing Mapping. If yu have a large number f lists yu need t map, we recmmend yu use a XML file t map these lists. Fllw the steps belw t map lists using XML file: 1. Click Save Mapping t save the mapping prfile as an XML file. 2. Cnfigure this XML file t add list mappings in it. 3. Click Lad an Existing Mapping t lad this cnfigured XML file t DcAve fr Salesfrce. 4. Click Apply t apply the mappings. Ntificatin If yu wish t send a ntificatin abut the jb, fllw the steps belw t cnfigure the ntificatin: 1. Select Yes in Jb Ntificatin Via Enter the recipients in the Recipient(s) text bx. Multiple recipients can be added t the Recipient(s) text bx, separated by a semicln ;. 3. Select a ntificatin level. The Failed Jbs, Successful Jbs, and Any Jbs ptins are available. By default, all the ntificatin levels are selected. 4. Click Apply t save and apply the cnfiguratin. DcAve fr Salesfrce User Guide 19

20 Cntent Replicatr Refer t this sectin n hw t replicate cntent frm SharePint t Salesfrce using DcAve Cntent Replicatr fr SharePint. Befre replicating any data t Salesfrce, yu must create a Cntent Replicatr mapping plan by fllwing the steps belw. *Nte: Fr all f the SharePint envirnments where multiple lad balance Web frnt-end are used, yu can install DcAve fr Salesfrce n nly ne Web frnt-end server. Building a Cntent Replicatr Plan Chsing Cntent Cntent Replicatr relies n cntent mapping plans, which can be used t select replicatin pairs. 1. Click Add next t the Mapping table. A pp-up windw with all f the SharePint farms and Salesfrce wrkspaces appears. 2. In the left-hand clumn, click the farm name t view its cntents. Select the Dcument library yu wish t replicate frm SharePint t Salesfrce. 3. In the right-hand clumn, click the Salesfrce wrkspace name t expand the Salesfrce data, and then select the lcatin where yu want t save the cntent. 4. Fr larger SharePint envirnments r Salesfrce cntent, use the search functin t rapidly target cntent. Enter the site cllectin/site URL r wrkspace name int the crrespnding field, and click the icn t search. 5. Click OK t cntinue t cnfigure the mapping settings. Replicatr Settings There are three mapping types yu can select fr the Cntent Replicatr mapping plan. One Way Replicates the data frm SharePint t Salesfrce. One Way Link Only Replicates all the files f SharePint t Salesfrce in the frm f dcument link. Click the link and it will link t the SharePint lcatin f the file. Tw Way Synchrnizes the data between SharePint and Salesfrce. The data in SharePint will be replicated t Salesfrce, and the data in Salesfrce will be replicated t SharePint. There are three additinal ptins yu can cnfigure fr the Cntent Replicatr mapping plan. 1. Include all subflders Replicates all subflders and files in the subflders f the selected mapping. 20 DcAve fr Salesfrce User Guide

21 2. Enable Real Time Replicatin n SharePint Keeps the surce and destinatin synchrnized. If yu select Tw Way in Mapping Type and then select this ptin, a pp-up windw prmpts: Salesfrce updates are reflected in SharePint during scheduled updates. Please setup frequent incremental syncs t bring back changes frm Salesfrce t Prevent cnflicts. Als setup an apprpriate cnflict reslutin rule. *Nte: DcAve fr Salesfrce des nt supprt real-time replicatin fr SharePint Filter Prfile Select the filter prfile frm the drp-dwn list. Fr mre infrmatin, refer t Filter Optins sectin. 4. Click OK t save the plan. Editing a Mapping Once a mapping has been created, click Edit t edit the mapping ptins, view the cntents, r chse whether it is Enabled. Running the Mapping Plan If yu wuld like t set any advanced ptins including a mapping schedule, see the fllwing sectin. If yu wish t perfrm a replicatin immediately, click Run Nw at the bttm f the screen, and then click OK. Advanced Settings In rder t cnfigure any advanced ptins fr the Cntent Replicatr Mapping Plan, click Advanced. Schedule By default, cntent replicatin frm SharePint t Salesfrce is nt scheduled. If yu wish t schedule a replicatin fr the future r t schedule a recurring replicatin, fllw the steps belw: 1. Navigate t the Schedule tab. 2. Select the replicatin type by clicking the crrespnding tab t either replicate all cntent (Full) r nly the changes made since the previus replicatin (Incremental). If yu select an Incremental replicatin jb, there are tw additinal ptins yu can select: Replicate Mdificatins Files that have been mdified in the surce since the last replicatin jb was run will replicate with the versin with new mdificatins verwriting the destinatin. Replicate Deletin Replicated files that have been deleted frm the surce will als be deleted in the destinatin. 3. Deselect N Schedule t enable the schedule and activate the ptins belw. a. Set a Start Time fr this jb by clicking the calendar icn and selecting a date. b. Use the Interval ptins t make this a recurring jb r have it run nly nce. DcAve fr Salesfrce User Guide 21

22 4. Click Apply t save the settings. Select Only Once frm the drp-dwn list t run this jb nly nce. Select Minute, Hur, Day, r Week frm the drp-dwn list, then specify a psitive number in the Interval text bx t run this jb by the interval f the specified minutes, hurs, days, r weeks. Select Mnth frm the drp-dwn list, then specify ne r mre mnths by selecting the crrespnding checkbxes. Then, DcAve fr Salesfrce runs this jb at the specified mnth. *Nte: The interval between tw replicatin jbs shuld nt be lnger than the time specified fr the change lg cnfigured in the Web applicatin. Filter Similar t the built-in SharePint filter, yu can set up a filter plicy t filter ut any files that yu d nt want replicate. 1. Click the Filter tab. Enter a Filter Name in the prvided field, and select which versin levels and file statuses yu wish t apply the filter t. 2. Select the filter cnditin first and then the peratr frm the drp-dwn list. Next, enter the cnditin value yu want t filter fr. 3. Click the Add plus-sign icn t add a new filter cnditin. Yu can then add additinal cnditins t the filter using AND r OR lgic. 4. Click Save t save the filter plicy. If yu wish t create additinal filters, click New befre filling in any fields. Highlight the filter prfile and click Apply t apply the plicy fr the replicatin jb. *Nte: When selecting Created by r Mdified by as the Cnditin t cnfigure a filter fr a SharePint Online farm, enter the lgin name in the Value field. Fr example, i:0#.f memebership red@truebldsitetest.nmicrsft.cm *Nte: If cnfiguring a filter fr a SharePint 2013 On-Premises farm using the Created by r Mdified by cnditin, enter the lgin name in the Value field. Fr example, i:0#.w cnts.cm\user1 Cnflict Optins If yu pt t perfrm a tw way replicatr jb, we recmmend yu t cnfigure hw DcAve fr Salesfrce reslves cnflicts between SharePint and Salesfrce. 1. Set the pririty number fr the cnflict reslutin rules by changing the number frm the drpdwn list. 2. Select the cnflict actin t be perfrmed nce the pririty has been established by clicking the crrespnding radi buttn. There are tw ptins available: Skip r Overwrite. Skip Files with the same ID in the surce and destinatin will nt be replicated. 22 DcAve fr Salesfrce User Guide

23 Overwrite Files with the same ID will be verwritten accrding t the pririty. Manual Cnflict Reslutin in SharePint A new flder named ReplicatinCnflicts will be created and then the cnflicted files will be backed up int this flder. The file in the surce will replace the riginal file. Only files which were upladed t Salesfrce manually can be saved in the new flder. *Nte: These three actins can all be taken n in SharePint, but Salesfrce can nly perfrm the Skip and Overwrite actin, it has n impact n Salesfrce if yu select Manual Cnflict Reslutin. 3. Click Apply t save the settings. Refer t the fllwing table fr the detailed infrmatin. Cnflict Reslutin Rules Skip Overwrite Overwrite & Manual Cnflict Reslutin in SharePint[Overwrite and save lser] Surce always wins Cnflict recrd is ignred and lgged Cnflict recrd in Salesfrce is mved t Recycle Bin and destinatin recrd is verwritten with surce recrd One Way If the jb is a Full jb, cnflict recrd in Salesfrce is mved t Recycle Bin and destinatin recrd is verwritten with surce recrd. If the jb is an Incremental jb, Salesfrce adds a new versin f the cnflict recrd, and the current versin f the destinatin recrd is the surce recrd. Tw Way If the jb is a Full jb, cnflict recrd in Salesfrce will be mved t Recycle Bin and destinatin recrd is verwritten with surce recrd, and a cpy is saved in SharePint side under separate flder. If the jb is an Incremental jb, Salesfrce adds a new versin f the cnflict recrd, and the current versin f the destinatin recrd is the surce recrd. Target always wins Cnflict recrd is ignred and lgged One Way Cnflict recrd is ignred Tw Way Surce recrd is verwritten with destinatin recrd One Way Cnflict recrd is ignred Tw Way Surce recrd is verwritten with destinatin recrd, and a cpy is saved in SharePint side under separate flder. Item with latest mdificatin Cnflict recrd is Latest recrd verwrites the lder recrd. If Latest recrd verwrites the lder recrd. If the recrd in SharePint side is verwritten, DcAve fr Salesfrce User Guide 23

24 Cnflict Reslutin Rules Skip Overwrite Overwrite & Manual Cnflict Reslutin in SharePint[Overwrite and save lser] time wins ignred and lgged SharePint side wins, cnflict recrd in Salesfrce will be mved t Recycle Bin. a cpy f the lder recrd is saved in a separate flder n the SharePint side. User Mapping DcAve fr Salesfrce allws yu t create custm replicatin mappings frm SharePint users t Salesfrce users manually. If yu d nt cnfigure user mapping, Salesfrce users will be matched with SharePint users autmatically. Hwever, SharePint users wh cannt be autmatically matched with a Salesfrce user, are mapped t a system accunt. T create custm user mappings, fllw the steps belw: 1. Click Add. Enter the surce Salesfrce username that yu want t replicate and the destinatin SharePint username. *Nte: Fr SharePint Online farm, enter the SharePint username fllwing the frmat shwn in the example: i:0#.f membership purple@trueblddsitetest.nmicrsft.cm. *Nte: Enter Salesfrce username fllwing the frmat shwn in the example: aa@utlk.cm. *Nte: T map yur SharePint system accunt t Salesfrce, enter SHAREPOINT\System instead f the lgin username f this system accunt in the SharePint Username text bx. 2. Click the plus icn and minus icn t add r remve additinal new mappings. 3. Click Apply t apply the mapping. If yu have a large number f users, we recmmend yu use a XML file t map the users. Fllw the steps belw t map users using XML file: 1. Click Save Mapping t save the mapping prfile as an XML file. 2. Cnfigure this XML file t add user mappings in it. 3. Click Lad an Existing Mapping t lad this cnfigured XML file t DcAve fr Salesfrce. 4. Click Apply t apply the mappings. Cntent Type Mapping DcAve fr Salesfrce can map SharePint cntent types t Salesfrce bjects manually. 1. Click the Cntent Type Mapping tab. 24 DcAve fr Salesfrce User Guide

25 2. Select the Cntent Type Mapping checkbx, and then enter the SharePint cntent type name which yu want t replicate and the Salesfrce cntent type name which yu want t replicate t. By default, Cntent Type Mapping is selected. 3. Click Edit under Clumn Mapping t map the SharePint field t Salesfrce clumn by specifying the SharePint field name yu want t map, and the Salesfrce clumn name which yu want t map t in the Clumn Mapping area. Yu can click the plus icn and minus icn t add r remve Clumn Mappings. *Nte: When cnfiguring a Clumn Mapping, enter the Label Name f the Salesfrce clumn in the Salesfrce Clumn Name field. 4. Click the plus icn and minus icn t add r remve additinal mappings. 5. Click Apply t apply the mapping. If yu have large number f cntent types need t map, we recmmend yu use a XML file t map the cntent types. Fllw the steps belw t map cntent types using XML file: 1. Click Save Mapping t save the mapping prfile as an XML file. 2. Cnfigure this XML file t add cntent type mappings in it. 3. Click Lad an Existing Mapping t lad this cnfigured XML file t DcAve fr Salesfrce. 4. Click Apply t apply the mappings. Tag Mapping DcAve fr Salesfrce can map SharePint list clumn t Salesfrce tag manually. 1. Click the Tag Mapping tab. 2. Select the Tag Mapping checkbx t enable tag mapping. Next, enter the SharePint list clumn name which yu want t replicate and the Salesfrce tag which yu want t replicate t. By default, Tag Mapping is selected. 3. Click the plus icn and minus icn t add r remve additinal mappings. 4. Click Apply t apply the mapping. If yu have large number f tags need t map, we recmmend yu use a XML file t map the tags. Fllw the steps belw t map cntent types using XML file: 1. Click Save Mapping t save the mapping prfile as an XML file. 2. Cnfigure this XML file t add tag mappings in it. 3. Click Lad an Existing Mapping t lad this cnfigured XML file t DcAve fr Salesfrce. 4. Click Apply t apply the mappings. DcAve fr Salesfrce User Guide 25

26 Ntificatin If yu wish t send a ntificatin abut the jb, fllw the steps belw t cnfigure the ntificatin: 1. Select Yes in Jb Ntificatin Via Enter the recipients in the Recipient(s) text bx. Multiple recipients can be added t the Recipient(s) text bx, separated by a semicln ;. 3. Select a ntificatin level. The Failed Jbs, Successful Jbs, and Any Jbs ptins are available. By default, all the ntificatin levels are selected. If yu select Daily Summary Reprt ptin in Real Time Replicatin Ntificatin, it will send an abut Real Time Replicatin jb infrmatin at 12pm every day. 26 DcAve fr Salesfrce User Guide

27 Cntrl Panel Use the Cntrl Panel t cnfigure the fllwing DcAve fr Salesfrce settings: User Settings, Strage Lcatin, Jb Pruning, License Manager, System Settings, Cntent Replicatr Settings, Cnnectin Settings, and Ntificatin. User Settings The User Settings tab cntains infrmatin n the Salesfrce, SharePint On-Premise, and SharePint Online accunts cnfigured fr DcAve fr Salesfrce. The Salesfrce Accunt page displays the Salesfrce user infrmatin that is used t authenticate with Salesfrce. Yu can change t a different accunt by entering in the crrespnding username, passwrd, and security tken n this page. Click Save t authenticate with the new user credentials. The SharePint Accunt page displays the username and passwrd used t lg int SharePint and access SharePint data. Change t a different accunt by entering in the crrespnding username and passwrd, and then click Save t save the settings. *Nte: SharePint accunt will be used in the fllwing tw places in DcAve fr Salesfrce: It is used t start the prcess fr the Scheduled jbs in DcAve fr Salesfrce. S, the entered accunt must exist and have permissin in SharePint. Fr mre infrmatin abut the required SharePint accunt permissins, refer t Appendix A Required Permissins List sectin in this user guide. It is used fr the Cntent Replicatr Real-Time jbs. *Nte: When using nly SharePint Online farm, yu can select t nt cnfigure the SharePint accunt. The SharePint Online Accunt page displays the URL f a SharePint nline site cllectin yu are abut t add t DcAve fr Salesfrce, the infrmatin f the user used t access and run jbs n this SharePint nline site cllectin. Click Add t add a new SharePint Online accunt. Enter the site cllectin URL, the username and the passwrd in the crrespnding text bxes, and then click Test t test whether r nt the entered site cllectin URL can be successfully cnnected by the entered username and passwrd. Click Save t save the settings, r click Cancel t exit withut saving any f these settings. *Nte: Fr the Cntent Replicatr mdule and Data Replicatr mdule, the user specified must have Dmain User, Lcal Administratr, and dbowner permissins fr all SharePint databases in the SQL Server. The user must be a Farm Administratr in SharePint. DcAve fr Salesfrce User Guide 27

28 Strage Lcatin Befre running any backup jbs in DcAve fr Salesfrce, the strage lcatin path must be specified in the Strage Lcatin tab by fllwing the steps belw: 1. Select the apprpriate database t stre the backup data under Backup data t. Embedded Database (SQLite) Enter the Database Name. By default, it is SFBackupDB. The database will be created under the path yu specified belw. SQL Server Database Enter the name f the SQL Server where yu want t create this database. By default it is. which means lcalhst. Enter a database name that des nt exist in SQL Server. Select the database authenticatin. 2. Click Brwse and select the lcatin t save the jb reprt, the Embedded Database, and relevant jb infrmatin. Yu can create a new flder in any lcatin by clicking Make New Flder. Click OK nce yu have selected yur desired lcatin. 3. Click Save t save the lcatin path, r click Clear t cancel the settings. Jb Pruning Use Jb Pruning t set up a pruning rule fr selected jb recrds accrding t either a jb life cycle r jb cunt. We recmmend yu have a jb pruning plicy in place if yu run frequent backups. This ensures that yur database will nt be verladed with utdated data and minimizes database maintenance required by administratrs. T set up jb pruning, fllw the steps belw: 1. Select a general jb pruning rule by selecting its radi buttn: N Pruning All types f jb recrds will be saved indefinitely (r until the database exceeds the server size). By Jb Life Cycle Set the number f days, weeks, r mnths t keep the jb recrds befre they are autmatically pruned. By Jb Cunt Set the number f previus jb recrds t keep. Once this limit is reached, the ldest recrd will be remved befre each new jb is run (unless a pruning schedule is set). 2. Select which jb types t include in the pruning rule. 3. If desired, yu can set up a schedule fr the pruning rule by deselecting the N schedule checkbx. Use the calendar icn next t the Start Time field t select a date and time fr the pruning jb t run. Yu can als set an interval fr recurring rules by selecting either a nce, hurly, daily, weekly, r mnthly schedule frm the Select One drp-dwn. 4. Specify a lcatin t exprt the Jb Pruning reprt. Click Brwse t select the lcatin where yu want t save the reprt, r create a new flder in any lcatin by clicking Make New Flder, and then click OK. Click Save t save the cnfiguratin. 28 DcAve fr Salesfrce User Guide

29 License Manager In rder t use DcAve fr Salesfrce, yu must apply a license first which can be applied and updated in License Manager. Yu can btain this license frm yur AvePint sales representative r thrugh the AppExchange in Salesfrce. T apply a license, fllw the steps belw: 1. Click Brwse and then select the license file yu wish t apply. 2. Click Apply t ppulate the Current license infrmatin. After applying the license, the detailed infrmatin displays under Current license infrmatin. If yu did nt apply any license, the table displays the trial license infrmatin. License Type The license type f the applied license. There are tw kinds f license types, Trial, r Enterprise. Mdule The DcAve fr Salesfrce mdules: Data Prtectin, Data Replicatr, and Cntent Replicatr. Status The status f the mdule. It is Active if the mdule is available and it is Inactive if the mdule is unavailable. Ttal Licenses The user quantity limited in this license. Used License The active user quantity in Salesfrce. Remaining License The difference between Ttal Licenses and Used License. Expiratin Date The expiratin date f the license. WFE Quantity The WFE quantity limited in the license. Used WFE The number f Web frnt-ends in the farm. SharePint Versin The value is SharePint 2007, SharePint 2010, SharePint 2013, r Office 365 fr the Data Replicatr mdule and the Cntent Replicatr mdule. It is N/A fr the Data Prtectin mdule. System Settings Use System Settings t cnfigure the language f the DcAve fr Salesfrce and lg detail level fr jbs which have run. Language Setting The Language sectin shws the DcAve fr Salesfrce display language. *Nte: DcAve fr Salesfrce 3.0 nly supprts English. Yu cannt specify anther language here. DcAve fr Salesfrce User Guide 29

30 Lg Setting There are fur ptins: Errr Lgs all whle jb failures and partial jb failures. Warning Lgs minr errrs and warnings, useful fr peratins that cmplete successfully, but with minr issues. Inf Lgs infrmatinal messages passed t the lg, such as date and time event infrmatin. Debug Cllects all lg-able infrmatin. Use this level fr trubleshting. Cntent Replicatr Settings Befre integrating cntent with Cntent Replicatr, yu must set up the default strage settings fr the mapping files. Fr all SharePint envirnments where multiple lad-balancing Web frnt-end servers are used, yu must prvide a lcatin t save the temprary infrmatin available t all f the Web frnt-end servers. 1. In the Path: field, enter any path in the UNC frmat: \\<hstname>\c$\ Enter in the Username in the frmat Dmain\Username and the passwrd fr cnnecting t this drive. 3. Click Test t verify the infrmatin, and then click Save t save the cnfiguratin. *Nte: If yu d nt specify a lcatin in this sectin, Cntent Replicatr uses a default lcatin: \AvePint\DcAve fr Salesfrce\data\Salesfrce \CntentReplicatr \RealTimeMessage. By default, all Web Applicatin Pl users can access this lcatin n any Web frnt-end server. T perfrm Real-time Replicatin in Cntent Replicatr, the slutin must be installed n yur SharePint Farm first. By default, the Cntent Replicatr slutin is installed during the DcAve fr Salesfrce installatin. T install r uninstall the slutin, fllw the steps belw: 1. Click Install under the Install Slutin clumn. 2. T remve the slutin, click Retract. Yu may then chse t uninstall it r re-deply it. Cnnectin Settings Use Cnnectin Settings t set a server hst and a prxy if yur cmputer des nt have direct internet access. T cnfigure the cnnectin settings, fllw the steps belw: 30 DcAve fr Salesfrce User Guide

31 1. Click Cnnectin Settings in the lgin interface r navigate t Cntrl Panel > Cnnectin Settings after lgin. 2. Enter the Server Hst under Salesfrce Server Setting. Enter if yu use a prductin accunt r enter if yu are using a sandbx accunt. 3. Select a prxy by selecting the crrespnding radi buttn if yu want t set a prxy. Use IE Prxy Setting The prxy cnfigured in Internet Explrer will be used. Use Custm Prxy Setting Set a prxy by entering Prxy Hst, Prxy Prt, Prxy Username, Prxy Passwrd, and Prxy NTLM Dmain. 4. Click Save t save the cnfiguratin, r click Clear t remve the cnfiguratin. 5. Click OK. If yu did nt lgin, it will return t the lgin interface. Ntificatin Use Ntificatin t cnfigure the utging that is used in Data Prtectin, Data Replicatr, and Cntent Replicatr t ntify the user f the jb reprt. T cnfigure the ntificatin, fllw the steps belw: 1. Enter yur Outging Mail Server (SMTP) in either the hst name r an IP Address frmat. 2. Select the Secure Passwrd Authenticatin ptin if yu setup this ptin in yur Accunt Cnfiguratin. 3. Specify a prt. The default prt is In the Sender field, enter the address yu wuld like the ntificatins t cme frm, and then enter Username On SMTP and Passwrd On SMTP in the crrespnding fields. 5. Select the SSL Authenticatin ptin accrding t yur settings. 6. Click Test Accunt fr Verificatin and DcAve fr Salesfrce will send yu a test t cnfirm that the accunt yu input is valid. 7. Click Save t save the cnfiguratin, r click Clear t clear all f the infrmatin. DcAve fr Salesfrce User Guide 31

32 Cngratulatins! By installing and cnfiguring DcAve fr Salesfrce yu nw have ttal cntrl f yur data in bth Salesfrce and SharePint. T help manage this, and ther infrastructure cncerns, visit fr mre infrmatin. 32 DcAve fr Salesfrce User Guide

33 Appendix A Required Permissins List This appendix prvides the required permissins list fr all f the DcAve fr Salesfrce mdules, SharePint accunts, and SharePint Online accunts. SharePint 2007/2010/2013 On-Premises Refer t this sectin fr the required permissins f Data Replicatr and Cntent Replicatr in a SharePint 2007/2010/2013 On-Premises envirnment. Data Replicatr The required permissins fr Data Replicatr are as fllws: The user wh runs DcAve fr Salesfrce must have the fllwing permissins: A lcal administratr A dmain user (the same dmain as that f SharePint) A member f the SharePint Farm Administratrs grup Full Cntrl t all f the Web applicatins Database rle f db_owner t the Cnfiguratin database, Central Administratin database, and the cntent databases f the Web applicatins The SharePint accunt must have the fllwing permissins: A lcal administratr A dmain user (the same dmain as that f SharePint) A member f the SharePint Farm Administratrs grup Full Cntrl t all f the Web applicatins Database rle f db_owner t the Cnfiguratin database, Central Administratin database, and the cntent databases f the Web applicatins Has the Act as part f the perating system, Lg n as a batch jb, and Replace a prcess level tken permissins in User Rights Assignment under Lcal Plicies The Salesfrce accunt must have the fllwing permissins: Has the API Enabled, Manage Public Dcuments, Manage User, and View All Data administrative permissins Has the Edit Event and Edit Task general user permissins Create, Edit, Mdify r abve permissins t Object A Knwledge User DcAve fr Salesfrce User Guide 33