Setup new company for Training

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I am looking at setting up a new company that will be used for training purposes. I want to copy the current database and wanted to know how others accomplished this in the past.

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  • 0

    Hi John,

    You should first create a new company so that you have a unique control file.  This can be done from TSMain by clicking on File, New Company. Enter a name that reflects that it is a TEST folder.  Make sure to keep the "Use Current Setup" box checked so that the format of the Jobs, GL Accounts etc are pulled through using the same setup as your live company folder.  The data folder path will prefill with a suggested locatoin and folder name, but you can change that by clicking the browse button.  I recommend that you also include a data folder descriptions to reflect that this is the training folder. Clcik OK to complete the process to create the new company folder. Once you do that you should make sure that there aren't any file locations set that will point files back to your live data folder.   Select File>Company Settings>File locations to double check that the "Data Folder" columns are all blank and not pointing back to your live folder.

    Once that is done you can use File tools or Windows Explorer to copy all of the files from the live company folder to the Training folder, however, be sure to exclude the TS.CTL file. Detailed instructions can be found in the Sage Knowledgebase article number 17240. I would be happy to email you a copy of the article if you can provide me with your email address.

  • 0 in reply to Denise Paulus

    Looks like Jesse already replied before I finished typing this up. Just let us know if we can be of further help.

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