Application & Copy of Live Database

Use Case

To test the application with your existing database without affecting the live system.

If you will be testing email, create a new email account on your mail server for testing.
Back up your SQL database.
Restore the backup with a different name, on the same SQL server or a different one.
Determine the application version installed on your live system.
Contact Support to obtain the version installed on your live system.
Install as per New Installation. When the Database Tool opens, connect to the database copy, not the live one.
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.
If you will be testing email, change the Email Server Settings before testing.