How to setup Transactional Replication? Part 2 (Publications and articles)

In Part 1 we covered configuring Publisher and Distributor server. Now you are ready to create first publications and add articles. We will focus on doing this by using SSMS.

Publication

First step is to create Publication on a database that you want to publish. Since you already setup Publisher and Distributor you should be able to extend Replication tree and Right Click on Publication, choose New Publication:

This will open new Publication Wizard:

On the Next window you will need to choose which database you want to publish. This will enable given database for Publishing:

In next step you need to choose type of replication. We focusing only on Transactional Replication and we choosing that one:

Now you need to choose articles. You can choose Tables, Procedures, Functions etc. In my DB I have only Tables:

You can extend each Table to get column list and you can “filter” it vertically by removing some columns from replication. You don’t need to replicate entire table schema.

On the right side you have Article Properties button. You either set Properties for highlighted article or for ALL articles in this Publications. The list of the settings is quite impressive.

You can decide if you want to copy triggers, all indexes, if table will be dropped on subscriber, choose if you want to send deletes or not etc. There are plenty of settings that you can modify. Choose wisely as some of these settings can invalidate snapshot and you will need to re-snapshot publication. As there are so many of these properties I will go describe it more in separate post.

In next step you can “filter” articles horizontally by adding WHERE condition. For Example you want to replicate only new data then you can set condition on date column etc.

As you can see amount of properties and configurations that you can use are making replication very flexible:)

In next step you need to decide when Initial Snapshot will be run. If you don’t want to choose anything, you can always run it manually from replication Monitor. You can either schedule Snapshot or choose to generate snapshot straight after publication will be created:

Next step is to configure Security settings for LogReader and Snapshot agent:

I already explained (Understanding Replication Agents Part 1 , Understanding Replication Agents Part 2 ) How Replication Agents work. In that place you configuring Processing Account (under what account jobs and exec will be running) and what account will be used in order to connect to Publisher. You can setup different account for LogReader and Snapshot. You also need to keep in mind that account that will be used to connect to Publisher need to have relevant permissions (sysadmin) on Publisher. That account will be generating Snapshot and reading transaction log on Published database.

For this example I choose for both SQL Service account. NOTE: I needed to grant permission for Distributor (if remote one) SQL service account on Publisher. If you choosing different processing account for Snapshot than SQL service account, you need to make sure that this account have permissions do file system on Distributor. Snapshot agent will be creating folders and files on disk. SQL Service will have that permissions but if you use different account you may have issues when generating snapshot.

In next step you can choose that either Publication will be created or just generate the script for the Publication you just configuring (or both):

It could be useful to save T-Sql script as it may me useful in future. It is also nice to see what exactly happen when you configuring Publication (as there are many procs executed and configuration changed during that process that you do not see when using SSMS).

Finally we can put name of our Publication and Finish configuration:

If all went well you will see new Publication in your SSMS:

This is pretty much entire process of creating basic publication for Transactional Replication. Easy?? Yeah it is easy we will go bit “deeper” in next post.

In next posts will describe some of the articles settings that you can modify, creating subscriptions and configuring Publications/Subscriptions by  using T-sql.