SyncriTab User's Guide
Set up SyncriTab, administer it for your team, and query your databases from a web browser.
Draft. Every topic below has a placeholder page. Content will be added page by page.
Getting Started
- Introduction
- What SyncriTab is, its main features, and how it relates to WinSQL.
- System Requirements
- Supported platforms (Windows, Linux, and Docker), memory and disk space, web browsers, and network access.
- Installing SyncriTab
- Installing on Windows and Linux, running SyncriTab in Docker, starting and stopping SyncriTab, opening it for the first time, and uninstalling.
- Initial Setup
- The first-run wizard: creating the administrator account, registering your copy, and entering the serial number for your 30-day trial.
- Signing In
- Signing in and out, two-factor authentication, staying signed in, resetting a forgotten password, and fixing sign-in problems.
- User Roles
- What Administrators, DB Managers, and Developers can do, combining roles, and how roles affect licensing.
Administration
- Dashboard
- Server statistics for administrators and DB Managers: users, data sources, uptime, active sessions, memory and disk usage, and who is connected right now.
- Server Configuration
- HTTP and HTTPS ports, the preferred URL, the email server (basic authentication, client certificate, or OAuth), test emails, and security settings.
- SSL Certificates
- Turning on HTTPS with a self-signed, Let's Encrypt, imported, or CA-signed certificate, and renewing it.
- User Management
- Adding, editing, and deleting users, assigning roles, IP restrictions, MFA email addresses, and developers' data source access.
- Security & Encryption
- Mandatory two-factor authentication, IP blocking and restrictions, idle timeouts, alert recipients, encrypting data at rest, and a security checklist.
- Updating & Restarting
- Checking for and installing updates, installing a custom build from Synametrics Support, and restarting SyncriTab.
Data Source Management
- Data Sources & Permissions
- Creating, testing, editing, and deleting data sources, and choosing which developers can use each one.
- JDBC Drivers
- The drivers included with SyncriTab, and installing, updating, and deleting drivers from database vendors.
- Reports
- The Scheduled Task Activity, Query Activity, and Login Audit reports: who can see them and how long their data is kept.
Working with Databases
- The Query Workspace
- A tour of the developer's main screen: the app bar, menus, toolbar, catalog pane, tabs, SQL editor, results, and status bar.
- Connecting to a Database
- Connecting with your database account, manual commit, switching data sources, disconnecting, and fixing connection problems.
- Browsing the Catalog
- Selecting a database, schema, and object type; exploring tables, views, and procedures; browsing data; and the catalog right-click menu.
- Writing SQL
- The SQL editor, IntelliSense, commenting blocks, and find and replace.
- Running Queries & Results
- Running all or part of a script, multiple result sets, the Messages tab, the results grid and its right-click menu, and row limits.
- Insert/Update Wizard
- Adding a new row or editing an existing row with a form-based wizard: filling in field values, reading the generated SQL, and executing the change.
- Query Pages, Scripts & Workbooks
- Working with multiple query pages, and saving and opening scripts and workbooks.
- Saved Sessions
- How SyncriTab saves your query pages and results automatically, how to restore them, and the size limits that apply.
- Query History
- Finding, filtering, and re-running queries you ran earlier.
- ER Diagrams
- Viewing and managing table relationships as an entity-relationship diagram.
- Exporting & Importing Data
- Exporting query results and tables with the Export wizard, and importing data from text files.
- Schema Diff
- Comparing two database schemas and reviewing the differences.
- Database Search
- Finding tables, views, columns, procedures, and triggers whose names or definitions contain a search term.
- Reverse Engineering
- Generating a SQL script that recreates the tables, views, stored procedures, and triggers of an existing database.
- Task Scheduler
- Scheduling SQL scripts and data exports to run automatically, and reviewing results.
- Options & Preferences
- Your personal settings: row limits, the query terminator, auto-save, IntelliSense, and the results grid.
- Keyboard Shortcuts
- The default keyboard shortcuts, changing them, and the SQL editor's own keys.
Account & Support
- Your Account
- Changing your password and setting up two-factor authentication.
- Licensing & Purchasing
- How licenses are counted, trial limits, purchasing and renewing, and adding or removing developer licenses.
- Getting Support
- Sending a support request from within SyncriTab, attaching log files, and viewing previous tickets.
- Backups
- What SyncriTab backs up, the nightly schedule, where backup files are stored, running a backup manually, and restoring from a backup.
- Troubleshooting
- When SyncriTab won't start or can't be reached, is slow, doesn't send email, or no administrator can sign in, and where each feature's troubleshooting is.
- Glossary
- Definitions of terms used in this guide.