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375 docs tagged with "data sync"

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.NET XML DataSet

How to connect to .NET XML DataSet format XML files in Data Sync.

32 Bit Driver

How to troubleshoot errors to do with 32 bit drivers

About

What is the Run Tool.

About

What Calculated Columns are within Data Synchronisation Studio

About

What is the connection library and how to update existing connections

About

What data sources are in Data Synchronisation Studio.

About

How to use lookups in Data Sync.

About

How you can use Project Automation to run your own code in Data Sync.

About

What the schema map is in Data Sync

About

How you can use the SQL query tool to run SQL statements against your databases

ABS

Details on the function ABS

ACS

How to create an ACS app in SharePoint so then you can connect via Data Sync using OAuth.

Activating

Details on how to activate the license key within Data Sync and Ouvvi

Active Directory

The connection guides and how to guides for Connecting to Active Directory in Data Sync.

Add

How to add Steps in the Run Tool.

ADD

Details on the function ADD

Add Attributes

How to add additional Active Directory attributes to your schema in Data Sync to include in your integration

Add Datasource

How to add an additional data source to the API Connection file using the Data Sync JSON API Tool.

ADO.NET

How to use the ADO.NET connector in Data Sync.

Amazon S3

How to connect to Amazon S3 buckets using Data Sync.

Analysis Grouping

How to apply grouping and aggregate functions to a Data Sync dataset.

AND

Details on the function AND

ARRAYLEN

Details on the function ARRAYLEN

Audit History

How to use Data Sync to download the full Dynamics 365 Audit History including the change details.

Authentication

How to add authentication to connect to the API in the Data Sync JSON API Tool.

Authorisation Code

How to connect to Dynamics 365 via OAuth using a custom Azure AD application in Data Sync and the authorization_code flow.

AVERAGE

Details on the function AVERAGE

Azure

The connection guides and how to guides for Connecting to Azure Items in Data Sync.

Best Practice

The best practices to follow when using the Run Tool.

Bulk Upload from Excel

How to use Data Sync to upload documents to a Document Library from a single Excel Spreadsheet

BYTE

Details on the function BYTE

CAML Query

How to use CAML Queries to filter SharePoint lists and libraries in Data Sync

CASE

Details on the function CASE

Case Records

How to use Data Sync to roll up contacts linked to a campaign in Dynamics 365 marketing lists

CEILING

Details on the function CEILING

Change Path

How to change the connection library path so that you can use a different connection library in your projects

Change Set

How to use project automation to write the compare results of a Data Sync project to an XML file if it is run from the Run Tool.

Check Out/In Documents

How to check in and check out documents to SharePoint from Data Sync when adding and updating documents

CHOOSE

Details on the function CHOOSE

Client API

How to connect to SharePoint using the Client API connector in Data Sync.

Client Credentials

How to connect to Dynamics 365 via OAuth using a custom Azure AD application in Data Sync and the client_credentials flow.

Command Line

Command LIne options available for running your Run Tool and Data Sync projects.

COMPARE

Details on the function COMPARE

Computers

How to manage Active Directory Computer records using Data Sync.

CONCAT

Details on the function CONCAT

Concepts

The core concepts of using Data Synchronisation Studio

Connect to Ouvvi

How to connect to Ouvvi from Data Synchronisation Studio and open a Data Sync step stored in the Ouvvi database.

Connection Records

How to use Data Sync to roll up contacts linked to a campaign in Dynamics 365 marketing lists

Contacts

How to manage contacts in Active Directory using Data Sync.

Copy

How to copy Steps in the Run Tool.

Create DB

How you can create a new database using the SQL query tool found within Data Sync.

Create from File

How to automatically gather the Schema details from a JSON File using the Data Sync JSON API Tool.

Create from URL

How to automatically gather the API connection details from a URL using the Data Sync JSON API Tool.

Create New Users

How to create user accounts and set a password in Active Directory using Data Sync

Create Text File

How to add and configure the Create a Text File Step in the Run Tool.

Creating

How to describe and design the API connection details manually in the Data Sync JSON API Tool, including examples.

Creating Folders

How to add documents into folders with their metadata in SharePoint document libraries using a file directory as a template

CSV

How to connect to CSV files in Data Sync.

CURRENCY

Details on the function CURRENCY

Custom Entities

How to create a custom entity in Dynamics 365 and add data from a SQL database.

Custom OAuth

How to connect to SharePoint Online using the custom OAuth connection Data Sync.

Custom OAuth with Cert

How to connect to SharePoint Online using the custom OAuth connection with Certificate in Data Sync.

Databases

The documentation introduction for all database connectors.

Datasources

What is a datasource and how can you connect to one in the JSON API Tool in Data Sync

DATEADD

Details on the function DATEADD

DATEDIFF

Details on the function DATEDIFF

DATESTR

Details on the function DATESTR

DATETIME

Details on the function DATETIME

DAY

Details on the function DAY

DB Schema Sync

How to use the Database Schema Sync Connector in Data Sync.

DECIMAL

Details on the function DECIMAL

Default

How to connect to Dynamics 365 using the default connection Data Sync.

Delete

How to delete Steps in the Run Tool.

Delete Folder

How to add and configure the Delete Folder Step in the Run Tool.

DIVIDE

Details on the function DIVIDE

DSCACHE

What are DSCACHE files and how to change the default location.

Duplicate Removal

How to use the duplicate removal connector to remove duplicated data in Data Sync.

Dynamics

Dynamics connection documentation introduction.

Edit

How to edit Steps in the Run Tool.

Edit

How to edit/update existing connections

Edit

How you can use the SQL query tool to edit records in your table.

Edit Task Scheduler

How to edit the schedule of your Run Tool projects in Windows Task Scheduler.

Enable/Disable Users

How to set the useraccountcontrol attribute to enable and disable Active Directory users with Data Sync

Encryption

How to add encryption to your Data Sync projects.

ENDSWITH

Details on the function ENDSWITH

EQUALS

Details on the function EQUALS

Error Handling

How to handle and understand errors, including how to determine what is the root cause.

Excel

How to connect to Excel XLSX files in Data Sync.

Execute SQL

How to add and configure the Execute SQL Step in the Run Tool.

Existing Database

How to move Data Sync and Ouvvi to a new Server using the existing database

Export Changesets

How to export Data Synchronisation Studio's change set data (compare results) into an XML file

Export to SQL

How to export SharePoint lists into new and existing SQL tables using Data Sync

Export/Update Computers

How to set the useraccountcontrol attribute to enable and disable Active Directory users with Data Sync

External Program

How to add and configure the Run External Program Step in the Run Tool.

FALSE

Details on the function FALSE

Fetch XML

How to connect and use the Dynamics FetchXML connector in Data Sync.

File Copy

How to add and configure the Copy File Step in the Run Tool.

File Data Source

How to connect to a file in a SharePoint list and use the data within that file.

File Delete

How to add and configure the Delete File Step in the Run Tool.

File System

File System connection documentation introduction.

FILEDATA

Details on the function FILEDATA

FILENAME

Details on the function FILENAME

FILEPATH

Details on the function FILEPATH

Files

How to connect to file systems in Data Sync.

FILETEXT

Details on the function FILETEXT

Filter Records

How to set the useraccountcontrol attribute to enable and disable Active Directory users with Data Sync

Filters

How to filter your data from the data source window in Data Sync Studio.

First Project

A walkthrough project to help you get started with Data Synchronisation Studio

FLOOR

Details on the function FLOOR

For Each

How to use the For Each function in the Data Sync JSON API Tool.

FORMAT

Details on the function FORMAT

FROM

Details on the function FROM

FROMCSV

Details on the function FROMCSV

Google Sheets

How to read data from Google Sheets using Data Sync.

Graph API

How to connect to Azure AD and Office Applications using Graph API with Data Sync.

Groups

How to add users to Active Directory Groups using Data Sync.

GUID

Details on the function GUID

HOUR

Details on the function HOUR

IF

Details on the function IF

Import

How to import an existing Data Sync step into the Run Tool.

Import Cmd Parameter

How to add and configure the Import Command Line Parameter Step in the Run Tool.

Import CSV to XML

How to use Data Synchronisation Studio to import data from a CSV file to an XML file

Import Env Variable

How to add and configure the Import Environment Variable Step in the Run Tool.

Import to SQL

How to use Data Synchronisation Studio to import data into a new SQL Table

Install Error

How to troubleshoot errors to do with 32 bit drivers

INSTR

Details on the function INSTR

INT

Details on the function INT

Intro

How the comparison in Data Sync works and can be used.

Introduction

Getting Started with Data Synchronisation Studio

ISEVEN

Details on the function ISEVEN

ISINT

Details on the function ISINT

ISLONG

Details on the function ISLONG

ISNULL

Details on the function ISNULL

ISNUMBER

Details on the function ISNUMBER

ISODD

Details on the function ISODD

Item Events

How you can use item events within project automation in Data Sync.

JOIN

Details on the function JOIN

JSON API

How to use the JSON API Connector .

JSON API

How to use the JSON API Designer to build the XML document needed for the connector.

KV

Details on the function KV

LEFT

Details on the function LEFT

Legacy

How to connect to Dynamics 365 using legacy authentication in Data Sync.

Legacy

How to connect to SharePoint Online using a username and password (legacy authentication).

LEN

Details on the function LEN

LENGTH

Details on the function LENGTH

List Replication with Ouvvi

How to automatically copy items from one SharePoint site to another when an item is changed in a SharePoint List using Data Sync and Ouvvi

Local Host Issues

How to troubleshoot local host issues when using Data Sync when HSTS is enabled

Log Entry

How to add and configure the Log Entry Step in the Run Tool.

Logging

How to access the Run Tool logs and figure out what the error is.

LONG

Details on the function LONG

Lookup Columns

How to use Data Sync to set Content Types on SharePoint list items during an integration

LOOKUPA

Details on the function LOOKUPA

LOOKUPB

Details on the function LOOKUPB

LOOKUPEX

Details on the function LOOKUPEX

Lookups

How to use lookups to look up values in different OUs in your Active Directory in Data Sync

Lookups

How to use lookups to get data from other entities in Dynamics

Lookups

How to use Data Sync to lookup values in Salesforce

Lookups

How to use lookups with SharePoint in Data Synchronisation Studio

LOWER

Details on the function LOWER

LTRIM

Details on the function LTRIM

MD5HASH

Details on the function MD5HASH

MID

Details on the function MID

Migrate On-Prem

How to migrate from Dynamics On-Premise to Dynamics Online using Data Sync

MINUTE

Details on the function MINUTE

MOD

Details on the function MOD

Mongo DB

How to download and install the Mongo DB connector in Data Sync.

MONTH

Details on the function MONTH

Move Objects

How to move objects/items to different OU's in your Active Directory using Data Sync

Moving License

Details on how to move the license key for Data Sync and Ouvvi

MULTIPLY

Details on the function MULTIPLY

MySQL

How to install and use the MySQL connector in Data Sync.

MySQL

How you can connect to MariaDB using the SQL query tool found within Data Sync.

N:N

How to connect and use the Dynamics N:N connector to use Dynamics Relationships in Data Sync.

N:N

How to define Dynamics 365 many to many (n:n) relationships

Navision

How to connect to Dynamics Navision with Data Sync.

NEWGUID

Details on the function NEWGUID

NEWLINE

Details on the function NEWLINE

NEXTINT

Details on the function NEXTINT

NOT

Details on the function NOT

NOW

Details on the function NOW

NULL

Details on the function NULL

NUMBER

Details on the function NUMBER

OData

The OData connection documentation introduction.

OData 2.0

How to use the OData 2.0 connector in Data Sync.

OData 4.0

How to use the OData 4.0 connector in Data Sync.

ODBC

How to connect to databases using the ODBC connector in Data Sync.

Offline Activation

How to manually activate your Data Sync if you do not have an internet connection

OleDB

How to connect to databases using the OleDB connector in Data Sync.

On Premise

How to connect to Dynamics On Premise in Data Sync.

Online (Default)

How to connect to SharePoint Online using the default connection Data Sync.

Open from Ouvvi

How to open a Data Synchronisation Studio project from your Ouvvi site.

OR

Details on the function OR

Oracle

How to install and use the Oracle connector in Data Sync.

Ouvvi

How to create a project schedule in Ouvvi to run your Run Tool and Data Sync projects.

Ouvvi Apps

How to connect to an Ouvvi App as a datasource in Data Sync.

Ouvvi Changeset

How to connect to a Simego Changeset data file in Data Sync.

Ouvvi Project

How to add and configure the Ouvvi Project Step in the Run Tool.

Overview

How to move Data Sync and Ouvvi to a new Server

PADLEFT

Details on the function PADLEFT

PADRIGHT

Details on the function PADRIGHT

Parameters

How to define Parameters in the Data Sync JSON API Tool.

Podio

How to download and install the Podio connector in Data Sync.

PostgreSQL

How to install and use the PostgreSQL connector in Data Sync.

PostgreSQL

How you can connect to a PostgreSQL Database using the SQL query tool.

Powershell Script

How to add and configure the Run External Program Step in the Run Tool to run a Powershell Script in your Run Tool sequence.

Problem Data

How to diagnose and identify problematic data issues.

Project

What is a Data Sync project, how to open a project from Ouvvi and how to edit the project properties.

Project Automation

How you can use Project Automation to run your own code in Data Sync. The following pages will help guide you with examples of how to write useful expressions to achieve the results you want.

PROPER

Details on the function PROPER

PROPERTY

Details on the function PROPERTY

Proxy Server

How to configure Data Sync and Ouvvi to use your Proxy Server.

Python Script

How to add and configure the Run External Program Step in the Run Tool to run a Python Script in your Run Tool sequence.

Release Notes

All the release notes for Data Sync and Ouvvi from 2023

REPLACE

Details on the function REPLACE

Rest API

How to use REST API's within Data Sync.

RIGHT

Details on the function RIGHT

RND

Details on the function RND

ROUND

Details on the function ROUND

RSS

How to connect to RSS XML files or RSS Feeds in Data Sync.

RTRIM

Details on the function RTRIM

Run Condition

How to change the run condition of steps in the Run Tool.

Run Tool

The configuration settings needed for the Run Tool step.

Running

How to run steps in the Run Tool. Including how to run a single step, the whole project and selected steps.

Salesforce

How to use the Salesforce connector in Data Sync.

Save Project

How to add and configure the Save Project Step in the Run Tool.

Schedule

How to schedule a Data Sync project to run unattended.

Scheduling

The options available to schedule your Run Tool projects.

Schema Definition

Different ways to get the schema information from an API in the Data Sync JSON API Tool.

Schema Script Tool

How to use the SQL Script Tool in the Data Sync Schema Map window to generate script to create a table and execute it

SEARCH

Details on the function SEARCH

SECOND

Details on the function SECOND

Select Data

How you can use the SQL query tool to select data from a table.

Send an Email

How to add and configure the Send Email Step in the Run Tool.

Set Content Types

How to use Data Sync to set Content Types on SharePoint list items during an integration

Set Inactive

How to use Data Sync to set records in Dynamics Entities to inactive rather than deleting them

Set Passwords

How to set the password for Active Directory users using Data Sync.

SETTINGA

Details on the function SETTINGA

SETTINGB

Details on the function SETTINGB

SFTP/FTP

How to install the WinSCP connector in Data Sync to connect to SFTP and FTP servers.

SHA1HASH

Details on the function SHA1HASH

SharePoint

SharePoint connection documentation introduction.

Simego

The connection documentation introduction for the Simego specific connectors.

SMTP Settings

How to add SMTP settings to a Run Tool project to enable sending email steps.

SOQL Query

How to connect to Salesforce using the SOQL provider in Data Sync

Source Control

How to add your Run Tool project to source control (git).

SPLIT

Details on the function SPLIT

SQL Agent

How to configure SQL agent to run a Data Sync project

SQl Server (OleDB)

How to use the SQL Server OleDB connector in Data Sync to connect to a SQL database.

SQRT

Details on the function SQRT

Steps

What are Steps in the Run Tool.

STR

Details on the function STR

SUBSTR

Details on the function SUBSTR

SUBTRACT

Details on the function SUBTRACT

SUM

Details on the function SUM

Sync Metadata Only

Using Data Sync to update and import documents and metadata columns to a SharePoint Document Library

Sync Optimisations

A few Sync Optimisations you can do in Data Sync to improve your Dynamics integration speeds

Sync Users to SharePoint

Use Data Sync to synchronise Active Directory users with SharePoint lists to create an employee directory or contact list

Task Scheduler

How to schedule your Run Tool projects using Windows Task Scheduler.

Text

The connection guides for Connecting to text files and CSV files in Data Sync.

Text

How to connect to Text files in Data Sync.

Time Delay

How to add and configure the Tome Delay Step in the Run Tool.

TIMESTR

Details on the function TIMESTR

TOBASE64

Details on the function TOBASE64

TODAY

Details on the function TODAY

TOSID

Details on the function TOSID

TRIM

Details on the function TRIM

TRUE

Details on the function TRUE

Update Manager

How to update the manager attribute in Active Directory using Data Sync

Updating Contacts

How to set the useraccountcontrol attribute to enable and disable Active Directory users with Data Sync

Upgrade

How to upgrade from Data Sync V3 to Data Sync V6, and some considerations.

UPPER

Details on the function UPPER

User Settings

What User Settings are, how to create them and how to use them in your Run Tool projects.

USERNAME

Details on the function USERNAME

Users

How to connect to Active Directory to update user accounts and add new users using Data Sync.

UTCNOW

Details on the function UTCNOW

Values Service

How to read and save simple values to a persistent backing store (values store).

WEEKDAY

Details on the function WEEKDAY

WEEKNUM

Details on the function WEEKNUM

WHEN

Details on the function WHEN

Writing

How to write back to an API using the JSON API Tool and Project Automation in Data Sync

XML

The connection guides for Connecting to XML Datasets in Data Sync.

XML File

How to connect to XML files in Data Sync.

YEAR

Details on the function YEAR

Zip Archive

How to connect to and extract files from a Zip folder using the Zip archive connector in Data Sync.

Zip File

How to add and configure the Run External Program Step in the Run Tool to Zip a File using TAR.exe in your Run Tool sequence.