Table of Contents

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  1. Preface
  2. Data Replication Overview
  3. Understanding Data Replication
  4. Sources - Preparation and Replication Considerations
  5. Targets - Preparation and Replication Considerations
  6. Starting the Server Manager
  7. Getting Started with the Data Replication Console
  8. Defining and Managing Server Manager Main Servers and Subservers
  9. Creating and Managing User Accounts
  10. Creating and Managing Connections
  11. Creating Replication Configurations
  12. Materializing Targets with InitialSync
  13. Scheduling and Running Replication Tasks
  14. Implementing Advanced Replication Topologies
  15. Monitoring Data Replication
  16. Managing Replication Configurations
  17. Handling Replication Environment Changes and Failures
  18. Troubleshooting
  19. Data Replication Files and Subdirectories
  20. Data Replication Runtime Parameters
  21. Command Line Parameters for Data Replication Components
  22. Updating Configurations in the Replication Configuration CLI
  23. DDL Statements for Manually Creating Recovery Tables
  24. Sample Scripts for Enabling or Disabling SQL Server Change Data Capture
  25. Glossary

Defining the Source Database

For Data Replication to connect to the source database and extract data, you must select an existing source database connection or create a new connection. The connection information is saved to the configuration file and is required for all replication types.
  1. Navigate to the
    Source Database
    tab >
    Database Connection
    view, if necessary.
    After you connect to the Server Manager Main server and enter a new configuration name, the
    Source Database
    tab >
    Database Connection
    view automatically appears.
    The following image shows the
    Database Connection
    view:
  2. To use a predefined connection, select the connection from the
    Database Connection
    list.
    All of the listed connections are also listed on the
    Server Manager
    tab >
    Connections
    view. If you connected to the Server Manager as the idradmin user, you can use any predefined connection. If you are not the idradmin user, you must use a connection for which you are designated as the owner.
    The connection details are displayed in read only mode.
    For more information about defining connections from the
    Server Manager
    tab >
    Connections
    view, see Creating a Source or Target Connection from the Server Manager Tab.
  3. To create a new source database connection, perform the following steps:
    1. Click
      New connection
      . If you want to create a connection based on an existing connection, select a connection in the
      Database Connection
      list before you click
      New connection
      .
      The
      New
      dialog box >
      Database
      tab appears.
    2. To define a source database connection, enter connection information on the
      Database
      tab. The following table describes the fields on this tab:
      Field Name
      Sources
      Description
      Usage
      Name
      All
      A name for the source database connection.
      Required.
      Connection names can contain the digits 0-9, Latin letters A-Z and a-z, and the underscore (_) character. The Data Replication Console truncates connection names that are longer than 120 characters.
      Owner
      All
      The Data Replication user who is designated as the owner of the connection.
      Required.
      The idradmin user can use any predefined connection.
      Type
      All
      The source database type. Options are:
      • DB2 for LUW
      • Microsoft SQL Server
      • MySQL
      • Oracle
      Required.
      After you save the configuration, do not change the source database type by editing the connection information from the
      Server Manager
      Connections
      view or by editing configuration properties and switching to a connection for another database type from the
      Server Manager
      Configs
      view. If you change the database type, replication processing will fail.
      Host
      All
      Host name or IP address of the machine where the source database runs.
      Required.
      Port
      All
      Port number that Data Replication uses to connect to the source database. Valid values are integers from 1 through 65535.
      Required.
      User
      All
      A user name that has the authority to connect to the source database.
      Required.
      Password
      All
      A valid password for the specified user.
      Required if you are manually entering connection details or if you are defining a custom URL for the JDBC connection. Optional if you are defining a custom URL for an ODBC connection.
      Instance/DB
      DB2, Oracle
      A DB2 for Linux, UNIX, or Windows database name or an Oracle instance name that is defined in an ORACLE_SID environment variable.
      Required for DB2 and Oracle sources.
      Use Custom URL
      All
      Select this check box to provide custom connection strings for the JDBC or ODBC drivers. Use custom connection strings in the following situations:
      • You use a Data Source Name (DSN) with an ODBC driver to connect to the source database for data extraction.
      • The user that you use for connecting to the source database from the Data Replication Console is different from the user under which you run the replication job.
        In this case, the user that connects to the source from the Data Replication Console must have privileges that allow extraction of metadata.
        Also, the user that connects to the source when the replication job runs must have privileges that allow execution of SELECT queries.
      • On Windows, you installed multiple ODBC driver versions on one system. In this case, specify the name of the driver that you want to use in the
        Custom Connection String
        field.
      After you select this check box, the
      JDBC custom URL
      and
      Custom Connection String
      fields become available.
      For a DB2 source, select this check box if you need to specify an authentication method in a connection string.
      JDBC custom URL
      All
      A connection URL for the JDBC driver that the Data Replication Console uses. This URL has the following format:
      jdbc:
      <subprotocol>
      :
      <subname>
      This field is available only if you selected
      Use Custom URL
      .
      JDBC custom connection strings always use the values that are specified in the
      User
      and
      Password
      fields. Ensure that any JDBC custom connection string that you enter does not include a user name and password.
      The Data Replication Console does not validate JDBC custom connection strings. Ensure that any JDBC custom connection string that you enter is valid for the current database connection.
      Custom Connection String
      All
      A connection string for the ODBC driver that the Extractor uses to access the database.
      If you use an ODBC Data Source Name (DSN) to connect to the source database, provide the DSN connection string.
      On Windows, if you installed multiple ODBC driver versions on one system, use this setting to specify a name for the driver that you want to use.
      This field is available only if you selected
      Use Custom URL
      .
      Ensure that any custom connection string that you specify includes a user name that has the authority to read from the source database. A custom connection string can include the password for this user, or you can specify the password in the
      Password
      field. If you specify the password in both the connection string and
      Password
      field, Data Replication uses the password in the custom connection string.
      For Microsoft SQL Server Cluster sources, provide the connection string in the following format:
      DRIVER=
      SQL_Server_ODBC_driver
      ;Server=
      virtual_IP
      ;Network=DBMSSOCN;Trusted_Connection=Yes;Port=
      port
      ;Address=
      virtual_IP,port
      ;
      For Oracle sources, if the Extractor fails to connect to the source by using the custom connection string, the Extractor tries to connect to the source again. For the second connection attempt, the Extractor builds the connection string based on the database connection or the connection information that you manually enter. To disable connection retries, set the
      global.fallback_connection
      runtime parameter to 0.
      For DB2 sources that use UTF-8 accented and non-Latin characters, if you run InitialSync on Linux or UNIX, add the
      IANAAppCodePage
      parameter to the connection string with a setting of 106. For example:
      DRIVER={DB2};IpAddress=
      IP_address
      ;port=
      port
      ;UID=
      user
      ; PWD=
      password
      ;Database=
      db_name
      ;IANAAppCodePage=106
      The Data Replication Console does not validate ODBC custom connection strings. Ensure that any ODBC custom connection string that you enter is valid for the current database connection.
      Connect directly
      Oracle
      Reserved for future use.
      -
      Force log switch
      Oracle
      Select this check box if you capture data only from Oracle archived redo logs in a RAC environment.
      Required for Oracle RACs. The Extractor issues the command to archive online redo logs prior to capturing the change data.
      Use SID instead of SERVICE_NAME
      Oracle
      Select this check box to use the Oracle SID instead of the SERVICE_NAME to build the connection string.
      Optional for Oracle sources.
      If the source is in an Oracle RAC, you can enter connection information for any running Oracle instance in the RAC.
    3. Click
      Test Connection
      to verify the connection details.
    4. If the source is in an Oracle ASM environment, click the
      ASM Settings
      tab and follow the steps in Configuring a Connection to an Oracle ASM Instance.
    5. Click
      OK
      .
  4. Click
    Connect
    to connect to the source.
    If the connection is successful, the
    Target Database
    tab is displayed and some other tabs become available. If the connection is not successful, Data Replication reports an error.
    Saved connections are listed on the
    Server Manager
    Connections
    view and are organized by database type.

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