1. Create new company, back up the live and restore over the new test company created.
2. Insert a line to the WS_Upgrd table for the test that is a copy of the record for the live.
The easiest way to do this is to choose the table in the Dynamics database:
Right click and choose Edit Top 200 Rows:
Choose the record for the live company that you want to copy. Copy and paste over the "null" line. Then change the WS_DB_Name field to the
test name
Close the tab to save. If you have Equipment Management, you will have to do the same as above on the EQSZ0010 table in the system database, replacing the CMPANYID field that corresponds to the company ID in SY01500.
Iff
d
3. Run the wsPathnames script against the Dynamics database:
If you are on GP 2013 or above, you will have to modify the script before running it. You will replace %SYSTEMDB% with the system database name, which always used to be DYNAMICS. After this change is made you may run the script. If you have Equipment Series, change 131 to 836 and run the script (but do not save it that way).
4. If the live company is using multi-currency, you may have to grant the test company access to the currencies that the live data base has access to. (Microsoft Dynamics GP > Tools > Setup > System >Multicurrency Access)
5. If you are using SSRS reports, the path in the WSRepts table will be pointing to the reports on the database that you copied from. You can either update the name of the database in the path or you can remove the text in the ReportLocation field and run "exec WS_SetReplacementReportsForSRS" to fill in the default ReportLocations. If you would like to replace the database name the test company is pointed to, run this script. Replace the TWO with your production company database name and replace TEST with your test company database name.
update WSRepts
set ReportLocation = REPLACE(ReportLocation, '//TWO/', '//TEST/')
where ReportLocation like '%//TWO/%'
If you own Equipment Management, you can do the same with its table that holds the report location information.
update EQSZ1060
set EQS_Report_Filename = REPLACE(EQS_Report_Filename, '/TWO/', '/TEST/')
where EQS_Report_Filename like '%/TWO/%'
= = = = =
If you are not restoring data from a LIVE company into TEST and you just created a new Company in GP - you can right click and launch Signature Utilities as Administrator and log into that new company in the Signature Utilities using sa and it will prompt you to load the objects for Signature (Job Cost/Service Management) at your current version.