Revision as of 04:27, 4 January 2016

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Application & Copy of Live Database

Use Case

To test the application with your existing database without affecting the live system. You will be installing the application on a different server to your live installation. You can use a new database, or, if you are testing changes to your live system, you can test on a copy of your live database.

Procedure

1. If you will be testing email, create a new email account on your mail server for testing.

2. Back up your SQL database.

3. Restore the backup with a different name, on the same SQL server or a different one.

4. To prevent this test installation from hijacking your live system's mail, we will delete the email server name in both Incoming and Outgoing sections. Just the server name will suffice, accounting for all the potential methods that can be used. Run this query in Management Studio:

   UPDATE	setting
   
   SET		sys_setting_value = NULL
   
   WHERE	sys_setting_name IN
   
   		('inemailpopserver'
                ,'inemailimapserver'
                ,'outemailsmtpserver'
                ,'inemailcdodropfolder'
                ,'inemailwebdavexchangeurl'
                ,'emailexchangeserver'
                ,'inemailexchangeserver')

5. Determine the application version installed on your live system.

6. Contact Support to obtain the version installed on your live system.

7. Install as per New Installation. When the Database Tool opens, connect to the database copy, not the live one.

8. If you will be testing email, on first login, change the Email Server Settings to your test email server.

9. If you are testing an upgrade to the latest version, download it from the Customer Portal and install it per the instructions in the latest Release Notes.

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