Main Tab

The main CopyStorm/Restore tab is used to manage credentials for Salesforce and the source CopyStorm database.

Salesforce Connection Parameters

Parameter	Description
Instance Type	Type of Salesforce instance being copied. Production Sandbox Database.com This is required when the “Alternate Host” is empty.
Username	A Salesforce user. This user must have API privileges. All data visible to this user will be copied to the CapStorm database.
Password	The password for the Salesforce user.
Security Token	Optional security token supplied by Salesforce.
Alternate Host	If your connection to Salesforce does not use one of the standard endpoint (login.salesforce.com or test.salesforce.com) then you must specify your endpoint as an alternate host. If an Alternate Host is not provided, the standard endpoint for the “Instance Type” that is selected will be used. Example: capstorm.my.salesforce.com
Advanced Parameters	Use the Advanced Parameters dialog to set proxy information , timeout limits, and other communication details.

Database Connection Parameters

Parameter	Description
Connection String	JDBC connection string required to use a CopyStorm database.
Connection String Builder	Clicking on this button launches a dialog that helps create a valid connection string.
Username	CopyStorm database username.
Password	CopyStorm database password.
Schema	Default schema to use. Note that this parameter is not supported by all databases.

Advanced Parameters

Parameter	Description
Credential Type	This indicates how Salesforce credentials are managed. Built-in options include: Username And Password (default). Oauth 2.0 JWT SFDX Username or Alias One-Time Password Authenticator Changing this parameter will cause the GUI for the Salesforce credentials to adapt.
Salesforce Batch Size	Maximum number of records to read from Salesforce in a single API call. The default, 2000, should rarely be changed.
Max Timeout	Maximum number of seconds to wait for a response from Salesforce. This should rarely be changed.
Describe Batch Size	Number of table definitions to read from Salesforce in a single batch. This should rarely be changed.
Apache/HttpClient	If checked then Apache’s HttpClient will be used to communicate with Salesforce rather than the default client built into the library. This option should not be checked when the standard library works.
Use Describe Cache	If checked then Salesforce table definitions will be kept in a disk cache rather than in memory. This should rarely be checked.
Proxy Host	Optional name or IP address of a proxy host. Leave this blank if a proxy is not being used.
Proxy Port	Optional port on which a proxy server is listening.
Proxy User	Optional username when required by a proxy server.
Proxy Password	Optional password when required by a proxy server.

Screenshot

After entering parameters for a connection, a “Test Connection” button will become enabled and can be used to validate the credentials.