Copying a Live to a Test Database

For training or testing purposes, it is possible to make a copy of your live database to enable your system to be used without affecting live data. For example, you could import a budget into a test database, or make amendments to user security to check that the changes are working as expected.

In a copied test database, functionality is limited. Automated processes contain links to the live database and these, therefore, do not work in the test database. Processes limited by function within the Test database include:

• purchasing authorisation

• running rules, such as depreciation

• copying data from a master location to multiple locations, such as the creation of nominals

• the Reporting Suite is not available.

Data can be copied from the live to the test database, but cannot be copied from test to live.

1. Go to Rules, then select Create Test Database (Global)...
2. Enter a name, then select OK.