docaveforsalesforce user guide v3

8/10/2019 DocAveforSalesforce User Guide v3

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1DocAve for Salesforce User Guide

Revision FIssued January 2014

DocAve for Salesforce 3.1

User Guide


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2 DocAve for Salesforce User Guide

Table of Contents

About DocAve for Salesforce ........................................................................................................................ 5

Before You Begin ........................................................................................................................................... 6

System Hardware and Operating System Requirements ......................................................................... 6

SharePoint Requirements ......................................................................................................................... 6

Required Permissions............................................................................................................................ 6

Salesforce Requirements .......................................................................................................................... 7

Installation Steps ....................................................................................................................................... 7

Salesforce Checklist................................................................................................................................... 8

Ensure You Have a Salesforce Account ................................................................................................. 8Apply a License ...................................................................................................................................... 8

Install SharePoint On-Premise or Register SharePoint Online Site Collections .................................... 8

Data Protection ........................................................................................................................................... 10

Performing a Backup ............................................................................................................................... 10

Viewing the Progress of a Backup ....................................................................................................... 11

Changing Backup Settings ................................................................................................................... 11

Restoring Backup Data ............................................................................................................................ 13

Out of Place Restore ........................................................................................................................... 13

Data Replicator ........................................................................................................................................... 15

Building a Data Replicator Plan ............................................................................................................... 15

Choosing Content ................................................................................................................................ 15

Editing a Mapping ............................................................................................................................... 15

Running the Plan ..................................................................................................................................... 16

Advanced Settings ................................................................................................................................... 16

Schedule Options ................................................................................................................................ 16Conflict Options .................................................................................................................................. 16

User Mappings .................................................................................................................................... 18

List Mapping ........................................................................................................................................ 18

Notification ......................................................................................................................................... 19

Content Replicator ...................................................................................................................................... 20


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Building a Content Replicator Plan ......................................................................................................... 20

Choosing Content ................................................................................................................................ 20

Replicator Settings .............................................................................................................................. 20

Editing a Mapping ............................................................................................................................... 21

Running the Mapping Plan .................................................................................................................. 21

Advanced Settings ............................................................................................................................... 21

Schedule .............................................................................................................................................. 21

Filter .................................................................................................................................................... 22

Conflict Options .................................................................................................................................. 22

User Mapping ...................................................................................................................................... 24

Content Type Mapping ....................................................................................................................... 24

Tag Mapping ....................................................................................................................................... 25Notification ......................................................................................................................................... 26

Control Panel............................................................................................................................................... 27

User Settings ........................................................................................................................................... 27

Storage Location ..................................................................................................................................... 28

Job Pruning .............................................................................................................................................. 28

License Manager ..................................................................................................................................... 29

System Settings ....................................................................................................................................... 29

Language Setting ................................................................................................................................. 29

Log Setting ........................................................................................................................................... 30

Content Replicator Settings .................................................................................................................... 30

Connection Settings ................................................................................................................................ 30

Notification ............................................................................................................................................. 31

Congratulations! ......................................................................................................................................... 32

Appendix A Required Permissions List ..................................................................................................... 33

SharePoint 2007/2010/2013 On-Premises ............................................................................................. 33Data Replicator ................................................................................................................................... 33

Content Replicator .............................................................................................................................. 34

SharePoint Online ................................................................................................................................... 35

Data Replicator ................................................................................................................................... 35

Content Replicator .............................................................................................................................. 35


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Required Permissions for Data Protection ............................................................................................. 36

Appendix B DocAve for Salesforce Support List ....................................................................................... 37

Data Protection ....................................................................................................................................... 37

Object Support Status ......................................................................................................................... 37

Column Support Status ....................................................................................................................... 41

Content Replicator .................................................................................................................................. 42



Data Replicator ....................................................................................................................................... 43



Salesforce to SharePoint Metadata Column ....................................................................................... 46Notices and Copyright Information ............................................................................................................ 48


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About DocAve for SalesforceDocAve for Salesforce has three modules: Data Protection , Data Replicator , and Content Replicator .

Data Protection protects your Salesforce data by backing up and restoring your Salesforce data.

Data Replicator replicates data from Salesforce to SharePoint, or between Salesforce and SharePoint.This module preserves Salesforce storage space and enables the Salesforce data to be accessed throughSharePoint.

Content Replicator replicates the data in SharePoint to a Workspace in Salesforce. This modulereplicates the SharePoint data to Salesforce in real-time and supports user mapping, content typemapping, tag mapping, and filtering to replicate your desired SharePoint data to Salesforce.


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Before You BeginBefore installing DocAve for Salesforce in your environment, ensure that your system and userpermissions meet the minimum requirements listed below.

System Hardware and Operating System RequirementsThe system requirements are as follows:

.Net Framework v2.0 or higher

*Note: .Net Framework 4.5 or above is required if you are:

o Using registered SharePoint Online site collections.

o Installing DocAve for Salesforce on a server that does not have SharePoint installed on it.

Windows Server 2003/2008/2008R2, XP, Vista, etc.

At least 1 GHz CPU with 1.5 GB RAM

1 GB free space on your local system hard drive for backups

Internet access

SharePoint RequirementsThe SharePoint requirements are as follows:

To use Data Replicator and/or Content Replicator , DocAve for Salesforce must be installed on aSharePoint server.

*Note: To use Data Replicator and/or Content Replicator with a SharePoint Online farm only,DocAve for Salesforce can be installed on a server with SharePoint 2013 On-Premises installed,or on a server that is not using SharePoint.

To use all three components ( Data Protection , Data Replicator and Content Replicator ), DocAvefor Salesforce must be installed on a SharePoint server.

To use Data Protection only, DocAve for Salesforce can be installed on any server, even one that

is not using SharePoint.

Required Permissions

To install and use DocAve for Salesforce properly, the user account that installs and configures DocAvefor Salesforce must have the following permissions:

Domain user


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A member of the local Administrators group

Database Role of db_owner for all of the SQL Server databases related to SharePoint

A member of the farm Administrators group.

For detailed minimum permissions, refer to Appendix A Required Permissions List section in this userguide.

Salesforce RequirementsThe Salesforce requirements are as follows:

Salesforce Security Token

Load, add, or edit Salesforce data permissions for the Salesforce account

At least an enterprise level account

SQL Server RequirementsThe supported SQL Server versions are as follows:

SQL Server 2005 Service Pack 2


SQL Server 2008 R2

SQL Server 2008 R2*64 Express

SQL Server 2008 R2 Service Pack 1 SQL Server 2008 Service Pack 2

SQL Server 2012 RTM


Installation StepsThe Installation Wizard guides you through the installation process.

*Note: For SharePoint Online-related functions to work properly, do not install DocAve for Salesforce ona SharePoint 2010 On-Premises environment. Instead, install DocAve for Salesforce on a SharePoint2013 On-Premises environment, or a server without SharePoint On-Premises installed.

Follow the steps below to install DocAve for Salesforce.

1. Access the server where you will install DocAve for Salesforce.


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2. Download the DocAve_for_Salesforce .ZIP file by either requesting a demo fromhttp://www.avepoint.com/download/ or by contacting an AvePoint representative for links tothis package.

3. Unzip this package on the server where you wish to install this tool.

4. Run the Setup.exe file found in the unzipped directory.

*Note: When you run the Setup.exe file, the process checks your SharePoint farm information.If the Wizard cannot load your farm information, the DocAve for Salesforce solution will notdeploy properly. After a SharePoint instance becomes available, you must deploy the solutionmanually on the Content Replicator Settings interface under the Control Panel tab.

5. Follow the instructions on the Wizard to configure this tool. You will be asked for your name,company information, and an installation directory. You can apply your software license whileinstalling the tool, or apply it later from the DocAve for Salesforce Control Panel .

6. After the installer complete, a screen indicates that all DocAve for Salesforce services have beeninstalled.

Congratulations ! DocAve for Salesforce is now installed on your SharePoint and Salesforceenvironments.

Salesforce ChecklistBefore using DocAve for Salesforce, ensure that the following are in place:

Ensure You Have a Salesforce Account

To log into DocAve for Salesforce, you must enter your Salesforce username, password, and the securitytoken. If necessary, you can change your DocAve for Salesforce account information in the User Settings page under the Control Panel tab after you log in. For more information on how to change thisinformation, refer to the User Settings section of this guide.

Apply a License

You cannot use Data Protection , Data Replicator , or Content Replicator until you have applied theapplicable licenses. For more information on how to apply a license, refer to the License Manager section of this user guide.

Install SharePoint On-Premise or Register SharePoint Online SiteCollections

If you want to use Data Protection only, ignore this section. If you want to use Data Protection , DataReplicator , and Content Replicator together, make sure you have installed SharePoint on the serverwhere DocAve for Salesforce resides, or that you have registered one or more SharePoint Online site
http://www.avepoint.com/download/http://www.avepoint.com/download/http://www.avepoint.com/download/


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collections to DocAve for Salesforce. For more information on how to register a SharePoint Online sitecollection, refer to the User Settings section in this user guide.


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Data ProtectionData Protection protects your Salesforce data by backing up and restoring the Salesforce data. ClickData Protection to go to the Data Protection main page.

Performing a BackupRefer to this section for information on setting up a basic backup plan and then performing a backup ofyour Salesforce data using DocAve for Salesforce.

1. In the Data Protection main page, click Backup to set up a backup job.

2. Select the Salesforce objects you wish to include in the backup. By default, all objects areselected (you can deselect all objects by deselecting the checkbox next to Table Name ). If youwant to view the number of records for each Salesforce object, select the Show the recordsnumber in every object checkbox. Once they have loaded, the number of records will be listedin the Records Number column.

3. Click Next to use the Data Range feature and to set the backup type and schedule options.

4. If you do not plan on using a schedule or wish to perform a backup immediately, click Run Now .This prompts you with a pop-up window where you can specify a Data Range (see the DataRange description below) and then click Run Now again to initiate a one-time full back up.

5. If you wish to set up your back-up jobs to run on a schedule or with a selected Data Range ,configure the Schedule Settings.

Data Range If deselected, a backup job will contain all the data specified by the

backup type. If Data Range is selected, a backup job will contain only the data whoselast modified time is in the specified time frame according to the options configured:

o Backup data for the past hour, day, or month Backs up data from today tothe previous point in time specified.

o Backup data from Specify a range between two dates by clicking the calendaricons to specify time frame from where the backup data can be gathered .

6. Configure any or each of the backup types: Full, Incremental , or Differential .

Full Backs up all Salesforce records selected in the previous screen.

Incremental Backs up only the records added or modified since the last backup job,regardless of the backup type.

Differential Backs up all records that have been added or modified since the last Fullbackup was run .

Using the calendar icon next to each backup type, you can configure the schedule for eachindividual type of backup job. A schedule is not required to run a backup, but if you wish to setup a schedule, follow the steps below:


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a. Deselect No Schedule .

b. Use the Calendar icon ( ) to set a Start Time for this job.

c. Use the Interval options to make this a recurring job or have it run only once.

o Select Only Once from the drop-down list to run this job only once.

o Select Minute , Hour , Day, or Week from the drop-down list, then specify apositive number in the Interval text box to run this job by the interval of thespecified minutes, hours, days, or weeks.

o Select Month from the drop-down list, then specify one or more months byselecting the corresponding checkboxes. Then, DocAve for Salesforce runs this job at the specified month.

For best results, we recommend running a Full backup job monthly with a weekly Incrementalbackup.

*Note : If this is your first backup, we recommend scheduling a Full backup.

7. If you wish to send a notification e-mail about the job, follow the steps below to configure thenotification settings :

a. Select Yes in Job Notification Via E-mail .

b. Enter the e-mail recipients in the Recipient(s) text box. Multiple recipients can be addedto the Recipient(s) text box, separated by a semicolon ;.

c. Select a notification level. The Failed Jobs , Successful Jobs , and Any Jobs options areavailable. By default, all the notification levels are selected.

8. Click Finish to complete the configuration. If you have set a schedule, you can wait until thescheduled time when the backup will initiate automatically.

Viewing the Progress of a Backup

After a backup has been initiated, you can view its progress from Job Monitor .

1. Begin by opening Job Monitor .

2. From the Type: drop-down menu, select Data Protection/ Backup and browse through thetable. This will display the current status and results of all backup jobs.

3. If desired, click the blue arrow at the top right of the table to download any selected reports.

Changing Backup Settings

If you have already set up a backup plan, you can also update the settings (the content backed up orschedules) by following the steps below:

1. In Data Protection , click Backup .


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Restoring Backup DataRestoring or recovering data is a very quick and simple process using DocAve for Salesforce. DocAve forSalesforce has the flexibility to restore data both to its original account within Salesforce or to any otherSalesforce account.

1. Begin by opening Data Protection . Click Restore .

2. Select the backup job you want to restore, and click Next .

3. Select the content you wish to restore. More detailed information of what is contained in theitem will be listed on the right-hand side.

4. You can also select the Include related list items option, which ensures that if a record hasdependent objects, the dependent objects will also be restored with the record. For example, ifyou select an account to restore, and there is a dependent contact for this account, it willrestore both the account and the corresponding contact; if you do not select this option, DataProtection restores only the account.

5. Click Next to configure the Restore Settings .

Choose a Restore Option . Not Overwrite is selected by default, which will not replacethe existing content in the destination. Overwrite will replace any item that alreadyexists in the restore destination with the same ID.

Choose to either run the restoration now by selecting Run Now or to set a restore timefor this restore job, select At a specified time and click the calendar icon to specifywhen to run the restore job. Select Finish . This will restore the data selected to itsbacked up location and state.

Out of Place RestoreIf you wish to restore backup data to a different Salesforce account, perform the following steps:

1. Log into DocAve for Salesforce with a different user account.

2. Open Data Protection and click Restore to set up an out of place restore job.

3. Select the backup job which was backed up by the account you wish to restore data from, andthen click Next .

4. Select the records you wish to restore. More detailed information of the records will be listed inthe table on the right-hand side. You can also select the Include related list items option, whichensures that if a record has dependent objects, the dependent objects will also be restored withthe record. For example, if you select an account to restore and there is a dependent contact forthis account, it will restore both the account and the corresponding contact; if you do not selectthis option, only the account is restored.

5. You can click Apply a Filter to filter the items and only restore the items that meet the rules. Toapply a filter, refer to the following steps:

a. Select the records you wish to filter in the table.


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b. Click Apply a Filter .

c. Select the condition in the drop-down list; its type is displayed in the Type field.

d. Select the operator in the drop-down list and enter the value in the Value field.

e. If you want to set multiple rules, click Add icon to set other rules and select And or Or toconnect them.

f. Click OK to save the configuration, and the filter result will be displayed in the rightwindow.

6. Click Next to configure Restore Settings .

Choose a Restore Option . Not Overwrite is selected by default, which will not replaceexisting content in the destination. Overwrite will replace any item that already exists inthe restore destination with the same ID.

Choose to either run the restoration now by selecting Run Now or to set a restore timefor this restore job, select At a specified time and click the calendar icon to specify

when to run the restore job.7. If you wish to send a notification e-mail about the job, follow the steps below to configure the

notification :

a. Select Yes in Job Notification Via E-mail .

b. Enter the e-mail recipients in the Recipient(s) text box. Multiple recipients can be addedto the Recipient(s) text box, separated by a semicolon ;.

c. Select a notification level. The Failed Jobs , Successful Jobs , and Any Jobs options areavailable. By default, all the notification levels are selected.

8. Click Finish . This will restore the data selected to its backed up location and state.


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Data ReplicatorThis section explains how to replicate Salesforce data to your SharePoint environment using DocAveData Replicator for SharePoint. Before replicating any data, you must create a data replicator mappingplan by following the steps below.

Building a Data Replicator PlanRefer to the sections below to build a Data Replicator plan.

Choosing Content

Replication plans rely on content mapping, which creates replication pairs between objects in Salesforceand SharePoint.

1. Click Add next to the Mapping table . A pop-up window appears.

2. In the left-hand column, click the icon next to Salesforce to list the Salesforce objects. Selectthe objects and records you wish to map from Salesforce to SharePoint.

3. Above the right-hand column, enter the SharePoint Site URL, and click the arrow ( ) to load thecontent under this specified site. If you leave the SharePoint Site URL blank, it will load allSharePoint sites after clicking the arrow ( ). Click the icon to expand the tree, and then selectthe location (the site or the list) where you want to save the content.

4. Click OK to save the Replication Mapping Settings . A pop-up window appears.

5. Select a mapping type. One Way Replicates the data from Salesforce to SharePoint.

Two Way Replicates the data between SharePoint and Salesforce. The data inSalesforce will be replicated to SharePoint, and the data in SharePoint will be replicatedto Salesforce.

6. Select the Replicate with attachments checkbox to replicate the attachments when the jobruns. Otherwise, they will not be replicated.

7. Click OK to save the Replicator Settings .

Editing a MappingOnce a mapping has been created, you can edit the replication options by clicking Edit , view thecontents, or choose whether it is Enabled by selecting the corresponding checkbox .


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Running the PlanIf you wish to run your replication on a set schedule, see the Schedule Options section below. If you donot plan on using a schedule and wish to perform a replication immediately, click a mapping and thenclick Run Now at the bottom of the screen. Click OK to run the plan.

*Note: When you click Run Now , a black DOS pop-up window appears for a split second, and thendisappears.

Advanced SettingsIn order to configure advanced options for a Replication mapping, highlight the plan and click Advanced . You can then edit the settings for Schedule , Conflict Options , User Mapping , and List Mapping .

Schedule Options

If you wish to schedule for each replication type follow the steps below:

1. Select the replication type by clicking the corresponding tab to either replicate all content ( Full)or only the changes made since any previous replication ( Incremental ).

2. Deselect No Schedule or No incremental schedule to enable the schedule and activate theoptions below.

a. Set a Start Time for this replication mapping by clicking the calendar icon.

b. Use the Interval options to make this a recurring job or have it run only once.




3. You can select the Replicate Deletions option in incremental schedule to synchronize the sourcedeletions to the destination.

4. Click Apply to save and apply the settings.

Conflict Options

You can set up the Conflict rules to configure how DocAve for Salesforce resolves conflicts betweenSharePoint and Salesforce.

1. Set the priority number for the conflict resolution rules by changing the number from the drop-down list.


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User Mappings

Use DocAve for Salesforce to create custom replication mappings for data from Salesforce users toSharePoint users manually. If you do not configure user mapping, Salesforce users will be matched withSharePoint users automatically. However, Salesforce users who cannot be automatically matched with a

SharePoint user are mapped to a system account. To create custom user mappings, follow the stepsbelow:

1. Specify a Default Domain User into the provided field. This will add the users who are notconfigured in the mapping profile to that domain. If you leave this field blank, DocAve forSalesforce will use the domain of the current machine.

*Note: For SharePoint Online farm, enter the default domain user following the format shown inthe example: i:0#.f|membership|[email protected] .

2. Select the User Mapping checkbox to enable user mapping. Next, enter the source Salesforceusername that you want to replicate and the destination SharePoint username. You can also

map a Salesforce user to a SharePoint group using Group Mapping . By default, the User Mapping and Group Mapping options are selected.

*Note: To map your SharePoint system account to Salesforce, enter SHAREPOINT\System instead of the login username of this system account in the SharePoint Username text box.

3. Click the plus icon and minus icon to add or remove additional mappings.

4. Click Apply to apply the mapping.

If you have large number of users, we recommend you use an XML file to map the users. Follow thesteps below to map users using XML file:

1. Click Save Mapping to save the mapping profile as an XML file.2. Configure this XML file to add user mappings in it.

3. Click Load an Existing Mapping to load this configured XML file to DocAve for Salesforce.

4. Click Apply to apply the mappings.

List Mapping

DocAve for Salesforce can map Salesforce objects to SharePoint lists manually. To create a manual listmapping, follow the steps below:

1. Select the List Mapping checkbox to enable a manual list mapping.

2. Enter the source Salesforce object name that you want to replicate and the destinationSharePoint list name. You can also select the SharePoint list type in the drop-down list.

3. DocAve for Salesforce can also map Salesforce objects to SharePoint columns by specifying theSalesforce object name, the Salesforce column name you want to map, the SharePoint FieldName, and the SharePoint field type which you want to map to in the drop-down list in theColumn Mapping area. By default, List Mapping and Column Mapping are selected.


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*Note: When configuring a Column Mapping , enter the Label Name of the Salesforce column inthe Salesforce Column Name field.*Note: The Salesforce Object Name , Salesforce Column Name , and SharePoint Field Name fields are case sensitive. If the value in Salesforce or SharePoint is capitalized, the value enteredin DocAve for Salesforce must be capitalized too.

4. You can click the plus icon and minus icon to add or remove additional mappings.


6. After configuring the mapping, you can click Save Mapping to save the mapping profile as anXML file which can then be loaded later by clicking Load an Existing Mapping .

If you have a large number of lists you need to map, we recommend you use a XML file to map theselists. Follow the steps below to map lists using XML file:

1. Click Save Mapping to save the mapping profile as an XML file.

2. Configure this XML file to add list mappings in it.3. Click Load an Existing Mapping to load this configured XML file to DocAve for Salesforce.


Notification

If you wish to send a notification e-mail about the job, follow the steps below to configure thenotification :

1. Select Yes in Job Notification Via E-mail .

2. Enter the e-mail recipients in the Recipient(s) text box. Multiple recipients can be added to theRecipient(s) text box, separated by a semicolon ;.

3. Select a notification level. The Failed Jobs , Successful Jobs , and Any Jobs options are available.By default, all the notification levels are selected.

4. Click Apply to save and apply the configuration.


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Content ReplicatorRefer to this section on how to replicate content from SharePoint to Salesforce using DocAve ContentReplicator for SharePoint. Before replicating any data to Salesforce, you must create a ContentReplicator mapping plan by following the steps below.

*Note: For all of the SharePoint environments where multiple load balance Web front-end are used, youcan install DocAve for Salesforce on only one Web front-end server.

Building a Content Replicator Plan

Choosing Content

Content Replicator relies on content mapping plans, which can be used to select replication pairs.

1. Click Add next to the Mapping table . A pop-up window with all of the SharePoint farms andSalesforce workspaces appears.

2. In the left-hand column, click the farm name to view its contents. Select the Document libraryyou wish to replicate from SharePoint to Salesforce.

3. In the right-hand column, click the Salesforce workspace name to expand the Salesforce data,and then select the location where you want to save the content.

4. For larger SharePoint environments or Salesforce content, use the search function to rapidlytarget content. Enter the site collection/site URL or workspace name into the correspondingfield, and click the icon to search.

5. Click OK to continue to configure the mapping settings.

Replicator Settings

There are three mapping types you can select for the Content Replicator mapping plan.

One Way Replicates the data from SharePoint to Salesforce.

One Way Link Only Replicates all the files of SharePoint to Salesforce in the form of documentlink. Click the link and it will link to the SharePoint location of the file.

Two Way Synchronizes the data between SharePoint and Salesforce. The data in SharePointwill be replicated to Salesforce, and the data in Salesforce will be replicated to SharePoint.

There are three additional options you can configure for the Content Replicator mapping plan.

1. Include all subfolders Replicates all subfolders and files in the subfolders of the selectedmapping.


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4. Click Apply to save the settings.

*Note : The interval between two replication jobs should not be longer than the time specified for thechange log configured in the Web application.

Filter

Similar to the built-in SharePoint filter, you can set up a filter policy to filter out any files that you do notwant replicate.

1. Click the Filter tab. Enter a Filter Name in the provided field, and select which version levels andfile statuses you wish to apply the filter to.

2. Select the filter condition first and then the operator from the drop-down list. Next, enter thecondition value you want to filter for.

3. Click the Add plus-sign icon to add a new filter condition. You can then add additionalconditions to the filter using AND or OR logic.

4. Click Save to save the filter policy. If you wish to create additional filters, click New before fillingin any fields. Highlight the filter profile and click Apply to apply the policy for the replication job.

*Note: When selecting Created by or Modified by as the Condition to configure a filter for a SharePointOnline farm, enter the login name in the Value field. For example,i:0#.f|memebership|[email protected]

*Note: If configuring a filter for a SharePoint 2013 On-Premises farm using the Created by or Modifiedby condition, enter the login name in the Value field. For example, i:0#.w|contoso.com\user1

Conflict Options

If you opt to perform a two way replicator job, we recommend you to configure how DocAve forSalesforce resolves conflicts between SharePoint and Salesforce.

1. Set the priority number for the conflict resolution rules by changing the number from the drop-down list.

2. Select the conflict action to be performed once the priority has been established by clicking thecorresponding radio button. There are two options available: Skip or Overwrite .

Skip Files with the same ID in the source and destination will not be replicated.


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Overwrite Files with the same ID will be overwritten according to the priority.

Manual Conflict Resolution in SharePoint A new folder named ReplicationConflicts will be created and then the conflicted files will be backed up into this folder. The file inthe source will replace the original file. Only files which were uploaded to Salesforcemanually can be saved in the new folder.

*Note: These three actions can all be taken on in SharePoint, but Salesforce can onlyperform the Skip and Overwrite action, it has no impact on Salesforce if you selectManual Conflict Resolution .

3. Click Apply to save the settings.

Refer to the following table for the detailed information.

ConflictResolutionRules

Skip Overwrite Overwrite & Manual Conflict Resolution inSharePoint[Overwrite and save loser]

Source alwayswins

Conflictrecord isignoredand logged

Conflict record inSalesforce is moved toRecycle Bin anddestination record isoverwritten with sourcerecord

One Way If the job is a Full job, conflictrecord in Salesforce is moved to Recycle Binand destination record is overwritten withsource record. If the job is an Incremental ob, Salesforce adds a new version of the

conflict record, and the current version ofthe destination record is the source record.

Two Way If the job is a Full job, conflict

record in Salesforce will be moved toRecycle Bin and destination record isoverwritten with source record, and a copyis saved in SharePoint side under separatefolder. If the job is an Incremental job,Salesforce adds a new version of the conflictrecord, and the current version of thedestination record is the source record.

Target alwayswins

Conflictrecord isignoredand logged

One Way Conflictrecord is ignored

Two Way Sourcerecord is overwrittenwith destination record

One Way Conflict record is ignored

Two Way Source record is overwrittenwith destination record, and a copy is savedin SharePoint side under separate folder.

Item with latestmodification

Conflictrecord is

Latest record overwritesthe older record. If

Latest record overwrites the older record. Ifthe record in SharePoint side is overwritten,


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ConflictResolutionRules

Skip Overwrite Overwrite & Manual Conflict Resolution inSharePoint[Overwrite and save loser]

time wins ignored

and logged

SharePoint side wins,

conflict record inSalesforce will be movedto Recycle Bin.

a copy of the older record is saved in a

separate folder on the SharePoint side.

User Mapping

DocAve for Salesforce allows you to create custom replication mappings from SharePoint users toSalesforce users manually. If you do not configure user mapping, Salesforce users will be matched withSharePoint users automatically. However, SharePoint users who cannot be automatically matched witha Salesforce user, are mapped to a system account. To create custom user mappings, follow the stepsbelow:

1. Click Add. Enter the source Salesforce username that you want to replicate and the destinationSharePoint username.

*Note: For SharePoint Online farm, enter the SharePoint username following the format shownin the example: i:0#.f|membership|[email protected] .*Note: Enter Salesforce username following the format shown in the example:[email protected].*Note: To map your SharePoint system account to Salesforce, enter SHAREPOINT\System instead of the login username of this system account in the SharePoint Username text box.

2. Click the plus icon and minus icon to add or remove additional new mappings.


If you have a large number of users, we recommend you use a XML file to map the users. Follow thesteps below to map users using XML file:


2. Configure this XML file to add user mappings in it.



Content Type Mapping

DocAve for Salesforce can map SharePoint content types to Salesforce objects manually.

1. Click the Content Type Mapping tab.


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2. Select the Content Type Mapping checkbox, and then enter the SharePoint content type namewhich you want to replicate and the Salesforce content type name which you want to replicateto. By default, Content Type Mapping is selected .

3. Click Edit under Column Mapping to map the SharePoint field to Salesforce column byspecifying the SharePoint field name you want to map, and the Salesforce column name which

you want to map to in the Column Mapping area. You can click the plus icon and minus icon toadd or remove Column Mappings .

*Note: When configuring a Column Mapping , enter the Label Name of the Salesforce column inthe Salesforce Column Name field.



If you have large number of content types need to map, we recommend you use a XML file to map the

content types. Follow the steps below to map content types using XML file:


2. Configure this XML file to add content type mappings in it.



Tag Mapping

DocAve for Salesforce can map SharePoint list column to Salesforce tag manually.

1. Click the Tag Mapping tab.

2. Select the Tag Mapping checkbox to enable tag mapping. Next, enter the SharePoint list columnname which you want to replicate and the Salesforce tag which you want to replicate to. Bydefault, Tag Mapping is selected.



If you have large number of tags need to map, we recommend you use a XML file to map the tags.Follow the steps below to map content types using XML file:


2. Configure this XML file to add tag mappings in it.




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Notification

If you wish to send a notification e-mail about the job, follow the steps below to configure thenotification:

1.

Select Yes in Job Notification Via E-mail .2. Enter the e-mail recipients in the Recipient(s) text box. Multiple recipients can be added to the

Recipient(s) text box , separated by a semicolon ;.

3. Select a notification level. The Failed Jobs , Successful Jobs , and Any Jobs options are available.By default, all the notification levels are selected.

If you select Daily Summary Report option in Real Time Replication Notification , it will send ane-mail about Real Time Replication job information at 12pm every day.


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Control Panel

Use the Control Panel to configure the following DocAve for Salesforce settings: User Settings , Storage

Location , Job Pruning , License Manager , System Settings , Content Replicator Settings , ConnectionSettings , and Notification .

User SettingsThe User Settings tab contains information on the Salesforce, SharePoint On-Premise, and SharePointOnline accounts configured for DocAve for Salesforce.

The Salesforce Account page displays the Salesforce user information that is used to authenticate withSalesforce. You can change to a different account by entering in the corresponding username,password, and security token on this page. Click Save to authenticate with the new user credentials.

The SharePoint Account page displays the username and password used to log into SharePoint andaccess SharePoint data. Change to a different account by entering in the corresponding username andpassword, and then click Save to save the settings.

*Note: SharePoint account will be used in the following two places in DocAve for Salesforce:

It is used to start the process for the Scheduled jobs in DocAve for Salesforce. So, the enteredaccount must exist and have permission in SharePoint. For more information about the requiredSharePoint account permissions, refer to Appendix A Required Permissions List section in thisuser guide.

It is used for the Content Replicator Real-Time jobs.

*Note: When using only SharePoint Online farm, you can select to not configure the SharePoint account.

The SharePoint Online Account page displays the URL of a SharePoint online site collection you areabout to add to DocAve for Salesforce, the information of the user used to access and run jobs on thisSharePoint online site collection. Click Add to add a new SharePoint Online account. Enter the sitecollection URL, the username and the password in the corresponding text boxes, and then click Test totest whether or not the entered site collection URL can be successfully connected by the enteredusername and password. Click Save to save the settings, or click Cancel to exit without saving any of

these settings.

*Note: For the Content Replicator module and Data Replicator module, the user specified must haveDomain User , Local Administrator , and dbOwner permissions for all SharePoint databases in the SQLServer. The user must be a Farm Administrator in SharePoint.


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Storage LocationBefore running any backup jobs in DocAve for Salesforce, the storage location path must be specified inthe Storage Location tab by following the steps below:

1. Select the appropriate database to store the backup data under Backup data to . Embedded Database (SQLite) Enter the Database Name . By default, it is SFBackupDB.

The database will be created under the path you specified below.

SQL Server Database Enter the name of the SQL Server where you want to create thisdatabase. By default it is . which means localhost . Enter a database name that doesnot exist in SQL Server. Select the database authentication.

2. Click Browse and select the location to save the job report, the Embedded Database, andrelevant job information. You can create a new folder in any location by clicking Make NewFolder . Click OKonce you have selected your desired location.

3. Click Save to save the location path, or click Clear to cancel the settings.

Job PruningUse Job Pruning to set up a pruning rule for selected job records according to either a job life cycle or job count. We recommend you have a job pruning policy in place if you run frequent backups. Thisensures that your database will not be overloaded with outdated data and minimizes databasemaintenance required by administrators.

To set up job pruning, follow the steps below:

1. Select a general job pruning rule by selecting its radio button: No Pruning All types of job records will be saved indefinitely (or until the database

exceeds the server size).

By Job Life Cycle Set the number of days, weeks, or months to keep the job recordsbefore they are automatically pruned.

By Job Count Set the number of previous job records to keep. Once this limit isreached, the oldest record will be removed before each new job is run (unless a pruningschedule is set).

2. Select which job types to include in the pruning rule.

3. If desired, you can set up a schedule for the pruning rule by deselecting the No schedule checkbox. Use the calendar icon next to the Start Time field to select a date and time for thepruning job to run. You can also set an interval for recurring rules by selecting either a once,hourly, daily, weekly, or monthly schedule from the Select One drop-down.

4. Specify a location to export the Job Pruning report. Click Browse to select the location whereyou want to save the report, or create a new folder in any location by clicking Make New Folder ,and then click OK. Click Save to save the configuration.


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License ManagerIn order to use DocAve for Salesforce, you must apply a license first which can be applied and updated inLicense Manager . You can obtain this license from your AvePoint sales representative or through theAppExchange in Salesforce.

To apply a license, follow the steps below:

1. Click Browse and then select the license file you wish to apply.

2. Click Apply to populate the Current license information .

After applying the license, the detailed information displays under Current license information . If youdid not apply any license, the table displays the trial license information.

License Type The license type of the applied license. There are two kinds of license types, Trial ,or Enterprise .

Module The DocAve for Salesforce modules: Data Protection , Data Replicator , and ContentReplicator .

Status The status of the module. It is Active if the module is available and it is Inactive if themodule is unavailable.

Total Licenses The user quantity limited in this license.

Used License The active user quantity in Salesforce.

Remaining License The difference between Total Licenses and Used License .

Expiration Date The expiration date of the license.

WFE Quantity The WFE quantity limited in the license. Used WFE The number of Web front-ends in the farm.

SharePoint Version The value is SharePoint 2007, SharePoint 2010 , SharePoint 2013 , orOffice 365 for the Data Replicator module and the Content Replicator module. It is N/A for theData Protection module.

System SettingsUse System Settings to configure the language of the DocAve for Salesforce and log detail level for jobs

which have run.

Language Setting

The Language section shows the DocAve for Salesforce display language.

*Note: DocAve for Salesforce 3.0 only supports English. You cannot specify another language here.


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Log Setting

There are four options:

Error Logs all whole job failures and partial job failures.

Warning Logs minor errors and warnings, useful for operations that complete successfully,but with minor issues.

Info Logs informational messages passed to the log, such as date and time eventinformation.

Debug Collects all log-able information. Use this level for troubleshooting.

Content Replicator SettingsBefore integrating content with Content Replicator , you must set up the default storage settings for the

mapping files.

For all SharePoint environments where multiple load-balancing Web front-end servers are used, youmust provide a location to save the temporary information available to all of the Web front-end servers.

1. In the Path: field, enter any path in the UNC format: \\\c$\....

2. Enter in the Username in the format Domain\Username and the password for connecting tothis drive.

3. Click Test to verify the information, and then click Save to save the configuration.

*Note : If you do not specify a location in this section, Content Replicator uses a default

location: \AvePoint\DocAve for Salesforce\data\Salesforce \ContentReplicator \RealTimeMessage . Bydefault, all Web Application Pool users can access this location on any Web front-end server.

To perform Real-time Replication in Content Replicator , the solution must be installed on yourSharePoint Farm first. By default, the Content Replicator solution is installed during the DocAve forSalesforce installation. To install or uninstall the solution, follow the steps below:

1. Click Install under the Install Solution column.

2. To remove the solution, click Retract . You may then choose to uninstall it or re-deploy it.

Connection SettingsUse Connection Settings to set a server host and a proxy if your computer does not have direct internetaccess.

To configure the connection settings, follow the steps below:


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1. Click Connection Settings in the login interface or navigate to Control Panel > ConnectionSettings after login.

2. Enter the Server Host under Salesforce Server Setting . Enter https://login.salesforce.com if youuse a production account or enter https://test.salesforce.com if you are using a sandboxaccount.

3. Select a proxy by selecting the corresponding radio button if you want to set a proxy.

Use IE Proxy Setting The proxy configured in Internet Explorer will be used.

Use Custom Proxy Setting Set a proxy by entering Proxy Host , Proxy Port , ProxyUsername , Proxy Password , and Proxy NTLM Domain .

4. Click Save to save the configuration, or click Clear to remove the configuration.

5. Click OK. If you did not login, it will return to the login interface.

NotificationUse Notification to configure the outgoing e-mail that is used in Data Protection , Data Replicator, andContent Replicator to notify the user of the job report.

To configure the notification, follow the steps below:

1. Enter your Outgoing Mail Server (SMTP) in either the host name or an IP Address format.

2. Select the Secure Password Authentication option if you setup this option in your E-mailAccount Configuration .

3. Specify a port. The default port is 25.

4. In the Sender field, enter the e-mail address you would like the notifications to come from, andthen enter Username On SMTP and Password On SMTP in the corresponding fields.

5. Select the SSL Authentication option according to your e-mail settings.

6. Click Test Account for Verification and DocAve for Salesforce will send you a test e-mail toconfirm that the account you input is valid.

7. Click Save to save the configuration, or click Clear to clear all of the information.


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Congratulations!By installing and configuring DocAve for Salesforce you now have total control of your data in bothSalesforce and SharePoint. To help manage this, and other infrastructure concerns, visitwww.avepoint.com/products for more information.
http://www.avepoint.com/productshttp://www.avepoint.com/productshttp://www.avepoint.com/products


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Appendix A Required Permissions ListThis appendix provides the required permissions list for all of the DocAve for Salesforce modules,SharePoint accounts, and SharePoint Online accounts.

SharePoint 2007/2010/2013 On-PremisesRefer to this section for the required permissions of Data Replicator and Content Replicator in aSharePoint 2007/2010/2013 On-Premises environment.

Data Replicator

The required permissions for Data Replicator are as follows:

The user who runs DocAve for Salesforce must have the following permissions:

o A local administrator

o A domain user (the same domain as that of SharePoint)

o A member of the SharePoint Farm Administrators group

o Full Control to all of the Web applications

o Database role of db_Owner to the Configuration database, Central Administrationdatabase, and the content databases of the Web applications

The SharePoint account must have the following permissions:

o A local administratoro A domain user (the same domain as that of SharePoint)




o Has the Act as part of the operating system , Log on as a batch job , and Replace aprocess level token permissions in User Rights Assignment under Local Policies

The Salesforce account must have the following permissions:o Has the API Enabled , Manage Public Documents , Manage User , and View All Data

administrative permissions

o Has the Edit Event and Edit Task general user permissions

o Create , Edit , Modify or above permissions to Object

o A Knowledge User


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o A Live Agent User

o Allow Forecasting

Content Replicator

The required permissions for Content Replicator are as follows:

The user who runs DocAve for Salesforce must have the following permissions:






The SharePoint account must have the following permissions:






The Salesforce account must have the following permissions:

o A Salesforce CRM Content User

o Has the API Enabled administrative permission

o Has the Author permission to the Library


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SharePoint OnlineRefer to the following sections for the required permissions of Data Replicator and Content Replicator for SharePoint Online.

Data ReplicatorThe required permissions for Data Replicator is shown as follows:

The user who runs DocAve for Salesforce must be a local administrator.

The SharePoint Online account must have the following permissions:

o A site collection administrator

o A Term Store administrator


o Has the API Enabled , Manage Public Documents , Manage User , and View All Data administrative permissions

o Has the Edit Event and Edit Task general user permissions

o Create , Edit , Modify or above permissions to Object

o A Knowledge User

o A Live Agent User

o Allow Forecasting

Content ReplicatorThe required permissions for Content Replicator are shown as follows:

The user who runs DocAve for Salesforce must be a local administrator.

The SharePoint Online account must have the following permissions:

o A site collection administrator

o A Term Store administrator



o Has the API Enabled administrative permission

o Has the Author permission to the Library


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Required Permissions for Data ProtectionThe required permissions for the user who runs DocAve for Salesforce and the Salesforce account are asfollows:

The user who runs DocAve for Salesforce must be a local administrator. The Salesforce account must have the following permissions:

o Has the API Enabled , View all Data , Modify all Data , Manage Public Documents ,Manage User, Edit Event , Edit Task , Manage Case , and Customize Application administrative permissions

o Has the Create , Edit , Modify permissions to Object

o A Marketing User


o The Author permission to Library

o Database role of dbcreator when using SQL Server to store data

Additional Permission Requirements for Salesforce account:

o To restore Mail Merge Template , you must have Manage Public Templates permission.

o To restore Approval , you must have Approve Contract permission.

o To restore Predefining Case Terms or Visualforce Component , you must haveCustomize Application permission.

o To restore Solution Category , you must have Manage Categories permission.

o To restore Entitlement , you must have Manage Entitlement permission.*Note: If you use SQL Server to store the backup data, has installed DocAve for Salesforce and SQL ontwo different servers, and connect DocAve for Salesforce and SQL Server using Windows Authentication,add the computer account (domain\hostname) of the server where DocAve for Salesforce resides to theSQL login of the DocAve for Salesforce database and grant the account the db_Owner database role.


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Salesforce Object Support (In-place Restore) Support (Out of Restore)Case Solution No NoCase Status Value NO NOCase Team Member YES YESCase Team Member Role YES YES

Category Data YES YESCategory Node YES YESChatter Activity NO NOChatterAnswersActivity NO NOChatterAnswersReputationLevel NO NOChatter Group YES YESChatter Group Member YES YESChatter Group Member Request NO NOChatter Invitation NO NOClient Browser NO NOCollaborationGroupMember NO NO

Contact YES YESContact Share NO NOContent NO NOContent document link NO NOContract YES YESContract contact Role YES YESContract Status NO NOContract Line Item Yes YesCustom Link Localization (Web Link) YES YESCustom Console Component NO NOCustom URL NO NO

Dashboard NO NODashboard Component NO NODocument YES YESDocument Entity Map NO NODomain NO NOEmail Service YES YESEmail Service Address YES YESEmail Template YES YESEntity NO NOEntitlement YES YESEntitlement Template YES YES

EntitlementContact NO NOEntity SubScription NO NOEvent YES YESEvent Relation YES YESExternal Data User Auth NO NOFeed Comment NO NOFeed Item NO NOField Permission YES YES


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Salesforce Object Support (In-place Restore) Support (Out of Restore)Fiscal Year Setting NO NOFolder YES YESForecast Share NO NOForecasting Adjustment NO NO

Forecasting Quota NO NOGroup YES YESGroup Member No NoHashtag NO NOHoliday YES YESIdea YES YESIdea Comment YES YESLead YES YESLead Share NO NOLead Status Value NO NOLetter Head YES YES

Library NO NOLibrary Document YES NoLiveAgentSession NO NOLiveAgentSessionShare NO NOLiveChatDeployment NO NOLiveChatTranscript NO NOLiveChatTranscriptEvent NO NOLiveChatTranscriptShare NO NOLiveChatButton NO NOLiveChatButtonSkill NO NOLiveChatUserConfigProfile NO NO

LiveChatVisitor NO NOLogin Ip NO NOMail Merge Template YES YESMilestone Type YES YESNetwork NO NONetworkMember NO NONetworkMemberGroup NO NONote YES YESObject Permission YES YESOpportunity YES YESOpportunity: Competitor YES YES

Opportunity Contact Role YES YESOpportunity Product YES NoOpportunity Partner NO NOOpportunity Share NO NOOpportunity Split YES NOOpportunity Stage NO NOOrganization YES YESOrganization-wide From Email YES YES


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Salesforce Object Support (In-place Restore) Support (Out of Restore)Partner NO NOPartner Role Value NO NOPeriod NO NOPermission Set NO NO

Permission Set Assignment NO NOPredefined Case Team YES YESPredefined Case Team Member YES NoPredefined Case Team Record NO NOPrice Book YES YESPrice Book Entry YES YESProcess Instance NO NOProcess Instance Step NO NOQuestionDataCategorySelection NO NOQuestionSubscription NO NOQuestionReportAbuse NO NO

Quote YES YESQuoteDocument NO NOQuote line item YES YESPush Topic NO NOProduct YES YESQuestionDataCategorySelection NO NOQuestionReportAbuse NO NOQueue Sobject YES YESQuickTextShare YES NOQuickText YES YESRecently Viewed NO NO

Record Type YES YESReplyReportAbuse NO NOReport NO NORole YES YESSchedule job NO NOSet up Entity Access NO NOService Contract YES YESService Contract Owner Sharing Rule NO NOService Contract Share YES YESSite NO NOSlaProcess NO NO

Solution YES YESSolution Status Value NO NOStatic Resource YES YESSkill YES YESSkill Profile YES NOSkill User YES NOTask YES YESTask Priority NO NO


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Salesforce Object Support (In-place Restore) Support (Out of Restore)Task Status NO NOTopic NO NOTopicAssignment NO NOUser YES YES

User License NO NOUser Preference NO NOUser Record Acccess NO NOUserTeamMember NO NOVisualforce Component YES YESVisualforce Page NO NOVisualforce Component YES YESVote NO NOProfile NO NOzone NO YESCustom Object YES YES

Column Support Status

For the Salesforce columns support status for Data Protection , refer to the following table:

Salesforce Column Support (Inplace Restore) Support (Out of Restore)Auto Number YES NOFormula YES YESRool-Up Summary YES YESLookup Relationship YES YESMaster-Detail Relationship YES YEScheckbox YES YESCurrency YES YESDate YES YESDate/Time YES YESEmail YES YESGeolocation YES YESNumber YES YESPercent YES YESPhone YES YESPicklist(Multi-Select) YES YESText YES YESText Area YES YESText Area (Long) YES YESText (Rich) YES YESText (Encrypted) YES YESURL YES YES


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Salesforce ColumnType

SharePoint FieldType

SharePoint On-Premises 2007 SharePoint On-Premises 2010 SharePoint On-Premises 2013 SharePoint Online Support (Salesforceto SharePoint)

Support (SharePointto Salesforce)

Support (Salesforceto SharePoint)






Picklist(Multi-Select) Managed Metadata NO NO NO YES NO YES NO YESText Single line of text NO YES NO YES NO YES NO YESText Person or Group NO YES NO YES NO YES NO YESText Calculated NO YES NO YES NO NO NO NOText Area Multiple lines of text NO YES NO YES NO YES NO YESURL Hyperlink or Picture NO YES NO YES NO YES NO YESURL Hyperlink with

formatting andconstraints forpublishing

NO YES NO YES NO YES NO YES

None Full HTML contentwith formatting andconstraints forpublishing

NO NO NO NO NO NO NO NO

None Image withformatting andconstraints forpublishing


None Rich media data forpublishing


None Summary Links data NO NO NO NO NO NO NO NO

Data ReplicatorRefer to the following tables for the support status of the Data Replicator module.

Object Support Status

For the Salesforce objects support status for Data Replicator , refer to the following table:

Salesforce Objects SharePoint ListType

SharePoint On-Premises 2007 SharePoint On-Premises 2010 SharePoint On-Premises 2013 SharePoint OnlineSupport (Salesforceto SharePoint)








Account GenericList YES YES YES YES YES YES YES YES

Account Partner GenericList YES NO YES NO YES No YES NoApex Test Queue Item GenericList NO NO NO NO NO NO NO NOCampaign GenericList YES YES YES YES YES YES YES YES


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Campaign Member GenericList YES YES NO NO NO NO NO NOCampaign MemberStatus

GenericList YES YES YES YES YES YES YES YES

Case GenericList YES YES YES YES YES YES YES YESCase Comment GenericList YES YES YES YES YES YES YES YESCase Solution GenericList YES YES YES YES YES YES YES YESChatter AnswersReputation Level

GenericList NO NO YES YES YES YES YES YES

Chatter Answers Group GenericList NO NO YES YES YES YES YES YESChatter Answers GroupMember


Chatter Answers GroupMember Request


Contact GenericList YES YES YES YES YES YES YES YESContent Document Link GenericList NO NO NO NO NO NO NO NOContract GenericList YES YES YES YES YES YES YES YESContract Line Item GenericList NO NO YES YES YES YES YES YESDocument Document Library YES YES YES YES YES YES YES YESEntitlement GenericList NO NO YES YES YES YES YES YESEntitlement Template GenericList NO NO YES YES YES YES YES YESEvent Events YES YES YES YES YES YES YES YESEvent Relation GenericList NO NO YES YES YES YES YES YESExternal Data User Auth GenericList NO NO NO NO NO NO NO NOField Permissions GenericList NO NO YES YES YES YES YES YESForecasting Adjustment GenericList NO NO YES YES YES YES YES YESForecasting Quota GenericList NO NO YES YES YES YES YES YESIdea DiscussionBoard YES YES YES YES YES YES YES YESLead GenericList YES YES YES YES YES YES YES YESLive Agent Session Share GenericList NO NO NO NO NO NO NO NOMilestone Type GenericList NO NO YES YES YES YES YES YESNote GenericList YES YES YES YES YES YES YES YESObject Permissions GenericList NO NO YES YES YES YES YES YESOpportunity GenericList YES YES YES YES YES YES YES YESOpportunity Competitor GenericList YES YES YES YES YES YES YES YESOpportunity Contact

Role

GenericList YES YES YES YES YES YES YES YES

Opportunity Product GenericList YES YES YES YES YES YES YES YESOpportunity Partner GenericList YES YES YES YES YES YES YES YES


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Opportunity Split GenericList NO NO YES YES YES YES YES YESOpportunity Stage GenericList YES YES YES YES YES YES YES YESPermission Set GenericList NO NO YES YES YES YES YES YESPrice Book GenericList YES YES YES YES YES YES YES YESPrice Book Entry GenericList YES YES YES YES YES YES YES YESProduct GenericList YES YES YES YES YES YES YES YESQuestion Subscription GenericList NO NO YES YES YES YES YES YESQuote GenericList NO NO YES YES YES YES YES YESQuote line item GenericList NO NO YES YES YES YES YES YESService Contract GenericList NO NO YES YES YES YES YES YESService Contract OwnerSharing Rule

GenericList NO NO NO NO NO NO NO NO

Service Contract Share GenericList NO NO YES YES YES YES YES YES

Skill GenericList NO NO YES YES YES YES YES YESSkill Profile GenericList NO NO YES YES YES YES YES YESSkill User GenericList NO NO YES YES YES YES YES YESSolution GenericList YES YES YES YES YES YES YES YESTask Tasks YES YES YES YES YES YES YES YESUser People and Group YES YES YES YES YES YES YES NOProfile People and Group YES YES YES YES YES YES YES NOCustom Object GenericList YES YES YES YES YES YES YES YES

Column Support Status

For the Salesforce columns support status for Data Replicator , refer to the following table:











Auto Number Single line of text YES NO YES NO YES NO YES NOFormula Number YES NO YES NO NO NO YES NORool-Up Summary YES NO NO NO NO NO NO NOLookup Relationship Lookup YES NO YES NO YES YES YES YESMaster-DetailRelationship

Lookup YES NO YES NO YES NO YES YES

checkbox Yes/No YES NO YES NO YES YES YES YESCurrency Currency YES NO YES NO YES YES YES YES


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Date Data and Time(Dateonly)

YES NO YES NO YES YES YES YES

Date/Time Data and Time(Date& Time)

YES NO YES NO YES YES YES YES

Email Single line of text YES NO YES NO YES YES YES YESGeolocation Number YES NO YES NO YES YES YES YESNumber Number YES NO YES NO YES YES YES YESPercent Number YES NO YES NO YES YES YES YESPhone Single line of text YES NO YES NO YES YES YES YESPicklist Choice(Drop-Down

Menu)YES NO YES NO YES YES YES YES

Picklist(Multi-Select) Choice(Checkboxes) YES NO YES NO YES YES YES YESText Single line of text YES NO YES NO YES YES YES YES

Text Area Multiple line of text YES NO YES NO YES YES YES YESText Area (Long) Multiple line of text YES NO YES NO YES YES YES YESText (Rich) N/A YES NO YES NO YES YES YES YESText (Encrypted) Single line of text YES NO YES NO NO NO YES YESURL Hyperlink or Picture YES NO YES NO YES YES YES YES

Salesforce to SharePoint Metadata Column

For the Salesforce to SharePoint metadata column support status for Data Replicator , refer to the following table:











Text Managed Metadata N/A N/A YES NO YES NO YES NONumber Managed Metadata N/A N/A YES NO YES NO YES NOPicklist(Multi-Select) Managed Metadata N/A N/A NO NO NO NO YES NOPercent Managed Metadata N/A N/A YES NO YES NO YES NOURL Managed Metadata N/A N/A NO NO NO NO YES NOPhone Managed Metadata N/A N/A YES NO YES NO YES NOEmail Managed Metadata N/A N/A YES NO YES NO YES NOPicklist Managed Metadata N/A N/A YES NO YES NO YES NOFormula Managed Metadata N/A N/A YES NO YES NO YES NOCurrency Managed Metadata N/A N/A YES NO YES NO NO NOCheckBox Managed Metadata N/A N/A YES NO YES NO NO NO


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Notices and Copyright InformationNotice The materials contained in this publication are owned or provided by AvePoint, Inc. and are the property

of AvePoint or its licensors, and are protected by copyright, trademark and other intellectual propertylaws. No trademark or copyright notice in this publication may be removed or altered in any way.

CopyrightCopyright 2013-2014 AvePoint, Inc. All rights reserved. All materials contained in this publication areprotected by United States and international copyright laws and no part of this publication may bereproduced, modified, displayed, stored in a retrieval system, or transmitted in any form or by anymeans, electronic, mechanical, photocopying, recording or otherwise, without the prior written consentof AvePoint, 3 Second Street, Jersey City, NJ 07311, USA or, in the case of materials in this publicationowned by third parties, without such third partys consent. Notwithstanding the foregoing, to the extentany AvePoint material in this publication is reproduced or modified in any way (including derivativeworks and transformative works), by you or on your behalf, then such reproduced or modified materialsshall be automatically assigned to AvePoint without any further act and you agree on behalf of yourselfand your successors, assigns, heirs, beneficiaries, and executors, to promptly do all things and sign alldocuments to confirm the transfer of such reproduced or modified materials to AvePoint.

Trademarks AvePoint , DocAve , the AvePoint logo, and the AvePoint Pyramid logo are registered trademarks ofAvePoint, Inc. with the United States Patent and Trademark Office. These registered trademarks, alongwith all other trademarks of AvePoint used in this publication are the exclusive property of AvePoint andmay not be used without prior written consent.

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