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Transform replication data for Instance Data Replication (IDR)

Transform the producer instance data to tables or table columns that are named differently on consumer instances.

Before you begin

Create and activate a producer replication set.
Create, activate, and seed one or more consumer replication sets.
Role required: admin or idr_admin

About this task

By default, replicated data from producer tables and table columns goes into tables and table columns of the same name on consumer instances. You can, however, map producer data into any table or table column on consumer instances. You might replicate the data to a different table or table column because existing tables or table columns you replicate to have different names.

You can also use adapters to modify producer data during replication, for example, to localize the data, or to populate data that has been labeled differently in consumer tables.

Transformations have the following limitations:

sys_created, sys_created_by, sys_domain, sys_updated_by, sys_id, and sys_mod_count are automatically mapped to the consumer and cannot be remapped.
No other sys_ fields can be replicated.
Adapters cannot operate on the sys_journal field type, for example, on Comments or Worknotes columns in a Task table.
Calculated fields cannot be transformed.
For example, sys_user is a combination of first and last name fields. If the source and target fields have the same names, the calculated fields are replicated. Attempting to remap calculated fields breaks the calculation.

Procedure

On the consumer instance, click Instance Data Replication > Consumer Replication Sets and click a consumer replication set.
On the Consumer Replication Entries tab, click a consumer replication entry.
The Consumer Replication Entry form appears.
Select the Enable Transform check box.
In Target Table Name, select the table into which to replicate the source table data and click Update.
On the Consumer Replication Entries tab, click the same consumer replication entry.
Click the lock icon next to Transform Map to unlock it.
The Transform Map appears. Field names from the source table appear in the left column. The middle column shows matching field names in the target table. All fields that do not have the same names in both tables appear in the – choose source field – or – choose target field – drop-downs.

Note: If a table in a producer replication set is not on a consumer instance, the table is created on the consumer instance. If there are no entries in the – choose source field – and – choose target field – columns, the producer and consumer tables do not have identically named columns. Grayed out values are not configurable.
To map a producer column to a consumer column that has a different name:
1. Click – choose source field – and select the source field you want to map.
2. Click – choose target field –, select the target field into which you want to map the data, and then click Add.
3. If you want to remove a field from replicating from the producer to the consumer, click the X at the end of the row to delete the field.
To modify the producer data before replicating it in the consumer instance, click Add Adapter.
The What kind of Adapter Rule do you want to create? page appears.
Click the adapter you want to use and configure it.
For more information about configuring adapters, see Adapter descriptions.

Result

Producer data replicates into different tables or table columns on the consumer instance, or the data is modified, or both.

Note: Adapters do not modify data on the producer instance.

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Transform replication data for Instance Data Replication (IDR)

Transform the producer instance data to tables or table columns that are named differently on consumer instances.

Before you begin

Create and activate a producer replication set.
Create, activate, and seed one or more consumer replication sets.
Role required: admin or idr_admin

About this task

You can also use adapters to modify producer data during replication, for example, to localize the data, or to populate data that has been labeled differently in consumer tables.

Transformations have the following limitations:

sys_created, sys_created_by, sys_domain, sys_updated_by, sys_id, and sys_mod_count are automatically mapped to the consumer and cannot be remapped.
No other sys_ fields can be replicated.
Adapters cannot operate on the sys_journal field type, for example, on Comments or Worknotes columns in a Task table.
Calculated fields cannot be transformed.
For example, sys_user is a combination of first and last name fields. If the source and target fields have the same names, the calculated fields are replicated. Attempting to remap calculated fields breaks the calculation.

Procedure

On the consumer instance, click Instance Data Replication > Consumer Replication Sets and click a consumer replication set.
On the Consumer Replication Entries tab, click a consumer replication entry.
The Consumer Replication Entry form appears.
Select the Enable Transform check box.
In Target Table Name, select the table into which to replicate the source table data and click Update.
On the Consumer Replication Entries tab, click the same consumer replication entry.
Click the lock icon next to Transform Map to unlock it.
The Transform Map appears. Field names from the source table appear in the left column. The middle column shows matching field names in the target table. All fields that do not have the same names in both tables appear in the – choose source field – or – choose target field – drop-downs.

Note: If a table in a producer replication set is not on a consumer instance, the table is created on the consumer instance. If there are no entries in the – choose source field – and – choose target field – columns, the producer and consumer tables do not have identically named columns. Grayed out values are not configurable.
To map a producer column to a consumer column that has a different name:
1. Click – choose source field – and select the source field you want to map.
2. Click – choose target field –, select the target field into which you want to map the data, and then click Add.
3. If you want to remove a field from replicating from the producer to the consumer, click the X at the end of the row to delete the field.
To modify the producer data before replicating it in the consumer instance, click Add Adapter.
The What kind of Adapter Rule do you want to create? page appears.
Click the adapter you want to use and configure it.
For more information about configuring adapters, see Adapter descriptions.

Result

Producer data replicates into different tables or table columns on the consumer instance, or the data is modified, or both.

Note: Adapters do not modify data on the producer instance.

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Transform replication data for Instance Data Replication (IDR)

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