Data Seeding
Data Seeding Templates
Introduction
This allows the user to create a job in the replicate module and reuse the configuration as long as it is required. The user can avoid the job creation each time they have to work on the âReplicateâ module.
Feature Overview
This is a reusable template, which can be used to run, clone, and create a job every time a new job begins.
Step-by-Step Guide
While creating the job configuration, the user can select from any of the Backup, Hierarchical Backup, Archive, or Salesforce Live Data.
Job Configuration â Backup, Hierarchical Backup & Archive
Access the âJob Configâ under the âReplicateâ module and create the âNew Replicate Configâ as shown below.
On clicking âNew Replicate Config,â the user will be prompted with âReplicate Configâ with the dropdowns âSourceâ, âDestination,â and âReplicate Source.â
Replicate Source has the following values:
Backup
Hierarchical backup
Archive
Salesforce Live Date
For any selection of Backup, Hierarchical Backup & Archive
The user will land on the âReplicate Configâ page:
This will have the following options for the user to select:
Source Org: Source of the data for Replicate operation
Destination Org: Destination to which the data will be moved during the replicate operation
Replicate Source: Defines the kind of data that will be sourced to the replicate operation
Configurations: For the âReplicate Sourceâ selected, provides the available configurations under the âReplicate Sourceâ
User will also have the table with the list of configurations created for the source selected.
User can select the required âconfigsâ from the list of âconfigsâ selected
On clicking âNextâ, the user will land on the âSelect Componentsâ page. The user can observe âMetadataâ and âDataâ tabs.
The user can make the required selections under both the âMetadataâ & âDataâ tabs and continue to the next section.
Include all child objects: Selection ensures that all the childâs directly related, and the recursively related, objects will also be included.
Mappings: The user can click open and observe how the fields have been mapped for data transfer between the environments.
Records: The user can select the records by clicking the icon under the âRecordsâ column.
Search Text: The user can search the fields.
Slider: By enabling and disabling the slider, the user can make the search case sensitive or case-insensitive
Choose File: The user can input the file using this option
CHANGE VIEW: The user can the additional fields required to be displayed on the page and can remove the fields that are not required.
Masking Rules: The user can create and publish the rules under this section.
The user clicks on the âNew Masking Ruleâ button to create the rule.
The rules that are created in a âJob Configâ will be specific to that unless it is published.
The following page will be displayed to the user on clicking the âNew Masking Ruleâ button.
The user has to input the following for the creation of a rule:
Rule Name: Label/Name of the rule being created
Select Object: The object on which the rule is being created
Field Type: Type of field on which the rule is being created
Masking Style: Defines the pattern which will replace the data of the âField Typeâ selected
âAdd To VaultData Masking Rules Listâ: By selecting this checkbox, the user can directly add this rule to the global rules list.
The user can also publish a rule after saving the rule, by clicking the publish icon on the rule.
Once the user clicks the âPublishâ, the following popup would be displayed to the user for confirmation
On clicking âOKâ the rule will be published and be available with the global list of rules associated with the ORG
On completing all the required actions, the user can click âNEXTâ to continue to the âConfig Detailsâ section.
The user can fill in all the required detail of the âConfig Detailsâ
Replicate Config Label: The user can enter the name of the config to be created.
Batch Size: The user can specify the custom batch size and which Vault will utilize for processing the data.
Email Notification: The email to which the notifications can be triggered and sent.
The user can switch on all the required triggers available on the page.
Schedule: The user can set a custom schedule through the âScheduleâ option available
The userâs set schedule will be utilized to run the job at different intervals
Metadata: The user can observe the selected âmeta dataâ components during the config creation.
Data: The user can observe the objects that are selected during the config creation
On completing all the required selections, the user can select either âSAVEâ or âSAVE & RUNâ
SAVE: Will save the config created. It will not trigger the job automatically while saving the job.
The user will observe âSAVEâ on the âReplication Config Infoâ page if âSAVEâ is selected.
SAVE & RUN: Will save the config created and will trigger the job created to run, and, redirect the user to the âJOB HISTORYâ page.
The user can observe the related job running on the âJOB HISTORYâ page
The user will observe âSAVE & RUNâ on the âReplication Config Infoâ page if âSAVE & RUNâ is selected.
JOB CONFIG â SALESFORCE LIVEDATA
The user selects âSalesforce Live Dataâ on the âReplicate Configâ window.
If the user selects âSalesforce Live Dataâ, then the user will land directly on the âSelect Componentsâ section of the Flow.
The User Can Verify Both The âMetadataâ & âDataâ tabs to go through the meta data components and objects in the data tabs, as shown below:
Include all child objects: Ensures that all the childâs directly related, and the recursively related childâs will also be included.
To ensure optimal performance, only fixed objects are allowed to be selected. If any further child's are to be selected, the selection can be made by going through the schema.
Mappings: The user will click on the mappings to map the fields on the source against the fields on the destination.
The mappings section contains three tabs: Fields, Record Type & Related Picklist.
The user can perform 'Automap' & 'Clear All' on the values of the tabs.
FIELDS: The fields on source are mapped against the field(s) on the destination
RECORD TYPE: The record type on the source are mapped against the record type on the destination.
RESTRICTED PICKLIST: On selecting the ârestricted picklistâ from the source, the source field values will be mapped against the field values on the destination.
On completing the required selection on the tabs under the mappings, the users can perform âAPPLYâ & âCLEAR ALL.â
FILTERS: The user can input the query and can set the filter criteria for the records to be filtered
Once the user clicks the âPublishâ, the following popup would be displayed to the user for confirmation.
On clicking âOKâ the rule will be published and be available with the global list of rules associated with the ORG
On completing all the required actions, the user can click âNEXTâ to continue to the âConfig Detailsâ section.
Ignore Failed Records: Enabling it, will ensure that the nullâs available in the source ORG will be pushed to the destination ORG.
SAVE: Will save the config created. It will not trigger the job automatically while saving the job.
The user will observe âSAVEâ on the âReplication Config Infoâ page if âSAVEâ is selected.
SAVE & RUN: Will save the config created and will trigger the job created to run and redirect the user to the âJOB HISTORYâ page.
The user can observe the related job running on the âJOB HISTORYâ page.
The user will observe âSAVE & RUNâ on the âReplication Config Infoâ page if âSAVE & RUNâ is selected.
Job Configuration â Actions
Every entry has the following actions:
Run
Edit
Clone
Schedule
Delete
RUN: By clicking on the run icon, the following âSelect Data to Replicateâ screen will pop-up.
Clicking the âREPLICATE NOWâ will trigger the job and will create a new entry on the âJOB HISTORYâ page.
The user can verify and update any/all the details provided by the user during the âJOB CONFIGâ creation. Any changes or updates done to the âCONFIGâ created will only be applicable to the entry created in the âJOB HISTORYâ section. The CONFIG will remain as it is created in its original state.
EDIT: If the user clicks on the edit icon, the user will land on the edit flow of the CONFIG, and, the user can perform modifications to the âJOB CONFIGâ created. The changes made to the config will affect the config entirely
CLONE: Clicking on the clone icon will pop the âReplicate Configâ window to the user.
The user can select the âSourceâ and âDestinationâ ORGs and enter the label and click âCLONEâ to commence the clone operation.
The âMasking Rulesâ of the selected destination ORG, will be displayed to the user for selection.
On clicking CLONE, an entry will be created on the âJOB HISTORYâ page.
SCHEDULE: Will set a schedule for the config to automatically run periodically.
On clicking the âScheduleâ icon, the âReplication Config Scheduleâ will be displayed to the user.
The user can select all the required entries to set the schedule.
On completing the required selection, the user can click on the âSAVE SCHEDULEâ button to save/set the schedule to the config being edited.
DELETE: Will delete the CONFIG from the list of configs available. If a config is deleted, the corresponding job in the history will not be deleted.
Job History
On successfully creating a âJob Configâ, it will automatically create an entry which runs on the âJob Historyâ page.
Observe the jobs created and ran for the configs created.
On clicking any of the job labels, the user can observe the job-related details such as METADATA & DATA.
The user can observe the âReplicate Source Infoâ by clicking on the info icon.
You'll find insights into the outcomes within the "MetaSuccess" and "MetaFailure" categories. Take a closer look at individual successes within the "SuccessRecords" and setbacks within the "FailedRecords." Simply click on the associated links to access detailed information for each category, enhancing your understanding of both success and failure records.
Under the actions, the user can view the following âReplicate Summaryâ, âView Logâ as shown below.
Masking Rules
The user can create the âMasking Rulesâ through the âNew Masking Rulesâ option.
The user has to select the ORG for which the rule is being created, as shown below.
On clicking the âSelect Orgsâ option, the user can look at the list of ORGs available.
By clicking the âNew Masking Rulesâ button, the user can open the âMasking Ruleâ window.
The user has to input all the required details and click save to create the rules.
The rules created here will be globally available at the ORG level for user(s) to select during the creation of config(s).
On inputting the required details, the user can click on save to save the rule, and the user will receive the following error.
On clicking âOK,â the rule created will be available in the Masking Rules section.
The user can clone the rules created. This will help them avoid future redundant effort.
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