• Installing the CData DBAmp Windows Service
• Creating the DBAmp Linked Server
• Installing DBAmp Stored Procedures
• Specifying DBAmp Configuration Program Settings
• Enabling xp_cmdshell for DBAmp
• Pointing DBAmp to Your Salesforce Sandbox instance

Installing the CData DBAmp Windows Service

Run the CData DBAmp setup application to install the CData DBAmp Windows Service:

Creating the DBAmp Linked Server

1. In MS SQL Server Management Studio, create a new linked server by going to the Server Objects > Linked Servers tree in the Object Explorer. Right-Click Linked Servers > New Linked Server:

   

2. Enter the following information on the General page of the Linked Server:

   • Linked Server—the name of your DBAmp linked server.

   • Provider—choose Microsoft OLE DB Driver for SQL Server or Microsoft OLE DB Provider for SQL Server. Typically, both are acceptable but your environment may only support one.

     • Addional caveats—if you are connecting to a sandbox or are part of an organization that requires MyDomain URL logins, and you are using a non-admin or non-Windows account, then the Provider string must also include the UserId parameter, for example: App= your URL;User ID=your username. If you do not use a Provider string, the account type you choose is irrelevant.

   • Date Source—localhost,1435

   • Provider String—if you are connecting to a sandbox, enter App=https://test.salesforce.com. Otherwise, leave blank.

   

3. Select Be made using this security context on the Security page of the Linked Server and enter your Salesforce credentials:

   • Remote Login—Salesforce username

   • With Password—your Salesforce password with your Security Token appended

   

4. Check the following options are true on the Server Options page of the Linked Server:

   • Collation Compatible

   • Data Access

   • RPC

   • RPC Out

   • Use Remote Collation

   

5. Click OK to create the DBAmp Linked Server.

Installing DBAmp Stored Procedures

Next, either create a database to run DBAmp commands, or install the stored procedures in each existing data base that you want to use. After installation, your databases contain the DBAmp stored procedures and the local replicated tables you make from your live Salesforce.com data.

NOTE: If you did not install DBAmp in the default directory, the .sql file is located somewhere else. In this case, you must edit the Create DBAmp SPROCS.sql script to find all instances of bin folders:

set @ProgDir = 'C:\"Program Files"\CData\"CData DBAmp"\bin\'

Then edit the file path to reflect the bin folder of whatever directory you installed it in.

To install the DBAmp Stored Procedures:

1. Either create a new database, or select existing databases in which you want to include stored procedure support. In either case, you must install stored procedures in the selected databases. These databases hold all the local replicated tables and the DBAmp stored procedures.

2. Open the file Create DBAmp SPROCS.sql in the Query Analyzer or in Management Studio but do not execute it yet. The file is located in \ProgramFiles\CData\CData DBAmp\SQL.

3. Make sure that default database shown on the toolbar is the Salesforce backups database (not the main database). Then press F5 to add the stored procedures to the database.

Specifying DBAmp Configuration Program Settings

When you ran the CDA DBAmp setup application, along with the Windows service it installed the DBAmp Configuration Program. If you had a previous version of DBAmp installed on your server, there is an option in the new DBAmp Configuration Program to migrate the settings in the old DBAmp Configuration program. To do so, run the new DBAmp Configuration Program and select Configuration > Migrate Old Settings.

If you are a new user, follow these steps to set up the DBAmp Configuration program.

1. Run the DBAmp Configuration program, located at C:\Program Files\CData\CData DBAmp\bin\DBAmp Config2.

2. Select Configuration > Settings in the menu bar:

   

   This opens the Settings page:

   

3. Use this page to configure:

   • configuration properties
   • logging
   • proxy information

NOTE: When specifying directories, keep in mind that large downloads can greatly expand directory size. Make sure you have enough disk space allocated.

Enabling xp_cmdshell for DBAmp

The DBAmp stored procedure uses the xp_cmdshell command. If you are not an SQL Server administrator, you must have the proper permission to use this command. See the SQL Server xp_cmdshell documentation for more information.

Pointing DBAmp to Your Salesforce Sandbox instance

By default, DBAmp points to your production Salesforce.com instance. If you need to change DBAmp to point to your sandbox instance or to a different endpoint for DBAmp, alter the Provider String parameter of your linked server.

Provider String is normally blank. If the linked server needs to connect to a sandbox instance, then enter App=https://test.Salesforce.com for the Provider String Parameter on the linked server General page.