It explains:
How to use the Sync function to detect and apply database changes.
How to use the Transfer function to move connections between environments (e.g., test and production).
How to edit credentials, reload entities, and verify that all assets and data links transfer successfully.
Best practices for maintaining database accuracy and avoiding configuration issues.
Key Steps
1. Access the Systems Tab 0:00
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Navigate to the Systems tab within your design.
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Identify the two options available: Sync and Transfer.
2. Synchronize Database Changes 0:11
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Use the Sync option to:
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Detect changes in the database, such as:
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New tables added.
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Changes in table configurations (e.g., new or removed columns).
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Click the Sync button to analyze these changes.
3. Transfer Database Connections 0:54
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If you need to connect to both a test and production environment, use the Transfer option.
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Select the connection you want to transfer (e.g., from EECO-JDE to JDE demo).
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Click Transfer to migrate all associated components.
4. Edit Connection Credentials 2:00
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After initiating the transfer, you may receive a warning about missing passwords.
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Go into Edit mode for the system of interest.
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Enter the required password and reconfigure the connection.
5. Save Changes 2:22
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Click Save and then Close to establish the connection with the new credentials.
6. Reload Entities 3:00
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Navigate to the Entities tab.
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Reload all tables for the newly connected database to refresh the data.
7. Verify Asset Transfer 3:13
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Confirm that any assets or blends created with reference to EECO-JDE have been successfully transferred to the new connection.
Cautionary Notes
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Ensure that you have the correct permissions to edit and transfer connections.
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Always back up your database configurations before making changes.
Tips for Efficiency
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Regularly check for database changes to minimize synchronization issues.
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Document any changes made during the transfer process for future reference.