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SharePlex Manager 3.0 - User Guide

Running the Discovery Wizard

The first step in using the Discovery Wizard is to specify the connection properties of the starting source instance in a replication model. These properties include host machine, port number, username and password.

Because the wizard identifies replication streams in a strictly linear direction from source to each of its targets, it is recommended that you start the Discovery Wizard with a SharePlex instance defined at the earliest stages of a data replication process. This allows the wizard to identify a greater number of replication streams than would otherwise be possible if you started the discovery process with an instance that was further ‘downstream’.

If you are a new user, click Discover Replication Stream in the Welcome window.
Hostname - Name of the machine on which the SharePlex instance is installed
Port - Port number used by the instance.
Username - Username assigned to the SharePlex instance
Password - Password assigned to the SharePlex instance
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(Optional) Deselect the Use as default credentials option if you do not want the username and password you specify for the initial instance to be used as the default credentials for the other instances identified by the wizard.
If you do not select the Use as default credentials option, the wizard prompts you to specify the username and password for each instance it discovers.
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Click Next.
If you want to skip the instance, click Skip. Skipped instances are included in the list of identified instances but because the connection was not validated, data for that instance cannot be monitored in SharePlex Manager. Also, if you skip an instance that functions as the source in a replication stream, the Discovery Wizard will not be able to identify the target instances in that replication stream.
After the discovery process is completed or you click Stop, the Discovery Wizard displays more detailed information about each SharePlex instance and replication stream it has identified:
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Click Next.
You have the option of adding the replication streams you want to a new replication view, to an existing replication view (if any are currently defined), or you can opt not to add the replication streams to a replication view, in which case no information about any of the replication streams identified by the Discovery Wizard will be displayed in SharePlex Manager.
Note
The Existing View Option is disabled if this is the first time you have run the wizard and there are no replication views yet defined.
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Click Next.
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If you selected the New View option, specify a name for view and (optional) add a description.
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Click Next.

Setting Up a New Replication Stream

You can use SharePlex Manager to guide you through the process of setting up new replication streams. When you set up a new replication stream, you have the option of modifying an existing configuration file or creating a new one.

If you are a new user, click Setup Replication Stream in the Welcome window.
Hostname - Name of the machine on which the SharePlex instance is installed
Port - Port number used by the instance.
Username - Username assigned to the SharePlex instance
Password - Password assigned to the SharePlex instance
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Click Next.
To create a new configuration file, click Create New Configuration. Then follow the steps for creating a new configuration described in the section “Creating Configuration Files” on page 23.
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Click Next.
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(Optional) Click Validate Connection.
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Click Next.
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Click Next.
You have the option of adding the replication stream to a new replication view, to an existing replication view (if any are currently defined), or you can opt not to add the replication stream to a replication view, in which case no information about the replication stream will be displayed in SharePlex Manager.
If you want the replication stream to an existing replication view, select the Existing View option and select the view you in the drop-down list.
Note
The Existing View Option is disabled if there are no replication views yet defined.
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Click Next.
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If you selected the New View option, specify a name for view and (optional) add a description.
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Click Next.

Managing SharePlex Configuration Files

The Configurations section of a SharePlex Instance screen displays a list of all the configuration files currently saved in the configuration directory of that particular SharePlex instance. For each configuration file the list displays its datasource, its activation status, and (if currently active) the date and time it was activated. From here you can perform various administrative tasks to manage configuration files, including activating and inactivating files, removing and renaming files, and copying files. You can also modify the contents of a configuration file in a text editor, create a new file, or upload an existing one.

Only one configuration file can be active at a time. This means that when you activate a file, the file that was previously active for the same data source is automatically deactivated.

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Click the Active/Inactive status of the configuration file you want to activate.
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In the Actions pop-up menu, select Activate.
Note
To deactivate a currently active file, select Deactivate in the pop-up menu. Be aware, however, that at least one configuration file must be active for replication processing to occur on the SharePlex instance. Also, if you have made system changes since activating the current file and want to refresh your configuration, open the Actions pop-up menu for the currently active file and select Reactivate.
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Click Activate.
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Click the Active/Inactive status of the configuration file you want to deactivate.
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In the Actions pop-up menu, select Deactivate.
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To rename, remove, or a copy a configuration file, click the Active/Inactive status of the configuration file you want to manage.
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In the Actions pop-up menu, select one of the following:
Select Rename to rename the file.
Select Remove to delete the file from the configuration directory of the SharePlex instance.
Select Copy to create a copy of the file.

You can use SharePlex Manager to upload a configuration directory of a SharePlex instance.

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Click Upload Configuration File.
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Click Upload.

You can edit the contents of a configuration file directly within SharePlex Manager.

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Click Edit.
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Click Save.

You can create configuration files directly within SharePlex Manager.

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Click Create New Configuration File.
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Click Save.

Setting Parameters

SharePlex parameters control and tune various aspects of replication. SharePlex is designed to operate optimally with the default settings. In general, you should not change a parameter’s value except in the following circumstances:

With the Parameter Management console in SharePlex manager, users with proper security rights can view the parameter settings for each SharePlex instance in their monitoring environment and modify their values as needed.

The Parameter Console displays the following information for each parameter:

Live - the change takes effect immediately
COP Restart - the change takes effect after the sp_cop is restarted
Process Restart - the change take effect after the affected SharePlex process restarts (Typically this option applies to Capture, Read, Export, Import and Post processes).
General - these are external parameters that are user-configurable
Restricted - these are internal parameters that should only be modified under the guidance of Quest Support.
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Click Manage SharePlex Parameters.
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In the Instance field, select the instance you want.
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In the Module field, select the SharePlex module that the parameters you want to view are applied.
Note
You can also open the Parameter Management console directly from Process Detail views. When opened from a Process Detail view, the Instance and Module fields in the Parameter Management console default to the particular process. For more information, see the section, “Instance Detail” on page 60.
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In the Value field, enter a valid value.
Note
Most SharePlex parameters require a non-null value. However, you can set a null value for certain parameters that are defined in string units by leaving the Value field blank. When this is the case, SharePlex Manager displays a warning symbol (red exclamation point) which can be disregarded.
Select the Restart process now option if you want the change to take effect immediately.
Deselect the Restart process now option if you want the change to take effect the next time you restart the Foglight server.
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