Scribe Online Replication Service: Part 1 – Getting Things Started

If you're a CRM Online customer, you may find that you'd like to have direct access to the database to perform advance reporting or utilize business intelligence tools that otherwise wouldn't be able to communicate with your CRM Online organization. Scribe provides a robust and easy-to-use tool that makes a copy of data in your CRM Online organization and syncs that data to an on-premises database that you have full control over. In part one of our Scribe Online Replication Service blog series, we'll be laying the foundation to get started using Scribe.

So first things first, use these instructions for moving data from CRM Online to an on-premises SQL instance:


Setting Up the ScribeOnline Agent

The ScribeOnline Agent is used to communicate between CRM Online and your local SQL database.

1. Start by logging in to ScribeOnline.

2. Click on Agents.

3. Click on the + New button.
Scribe Online

4. Select the type of agent you will need. We will be using the on-premises agent.

5. An Agent Key will be generated that you will need later.

6. Save the on-premises agent when prompted and install it on the server that will be communicating between CRM Online and SQL on-premises.

The installation will perform a System Configuration Check and tell you anything that needs to be addressed before installation.
Scribe Online

7. Enter the Agent Key when prompted.

8. Continue through the installation wizard.

9. Restart the Scribe Online Agent service on the server.
Scribe Online

10. Once the agent has been installed, you will see the new agent available in ScribeOnline under Agents.
Scribe Online

Installing the Required Adapters in ScribeOnline

We will now need to make sure that the required adapters are installed for CRM and the SQL Server in your ScribeOnline instance.

1. Log in to ScribeOnline.

2. Navigate to Marketplace.

3. Install both Microsoft Dynamics CRM and the Microsoft SQL Server.
Scribe Online

4. Log out of ScribeOnline and log back in.

Note: Sometimes the newly installed connectors will not show up when creating a new connection until you log back in.

That's all for part one! Join us tomorrow where we will be showing you the next steps for actually creating the Replication Service (RS) Solution.

Happy Scribe'ing!