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Copy database for outside developer

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Astute Commentator
Posts: 45
Country: USA
Accepted Solution

Copy database for outside developer

Our main Act database has about 50,000 records.  We have an outside developer working with the Act Web API.  We are going to expose the internal test Act server to the internet with port forwarding limited to only one source IP, and port 443.  We want to create a copy database without sensitive customer info, but preserve the numerous custom fields we have.  I would create 10-20 fake people in the new database and ideally it would have our existing custom fields and setup.  

 

What would be the best way to do this?  Is there a way to copy from the nightly backup and not bring in records?  I have a test Act server to not disturb the main Act server in production and can restore from a nightly backup to the test Act server.

 

Thank you.

 

 

- Version of Act! you are using:

On Windows 10 workstations:  Act Premium 21.1.187.0 , Update 4

On Windows 2016 Server:  Act Premium Web 21.1.187.0 , Update 4

 

- If the issue involves Microsoft Office (Outlook, Word , Excel), state the version of Office you are using

Office 2016 32bit

 

- Is your database on your local machine (private database) or is it being shared from a server (shared database)?

Shared from a server.

 

- Operating system you have Act! installed on (i.e., Windows 7, Windows 8)

Windows 10 on the workstations.  Windows Server 2016 on the Act server.


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Solution
Accepted by topic author Bfoster
a week ago
Nickel Elite Contributor
Posts: 529
Country: Germany

Re: Copy database for outside developer

The best way is to log on to your "live" Server, open the "live " database and choose the Option "Save Copy as".It will give you the option to save an "empty copy":

 

In the English version you'll find that menu item under "File" as the 5th menu entry ( or Press F12 which is the default shortcut)

 

1.jpg

In the Directory that you chose as target, you will now find a "complete" database which is not attached to the local SQL Server . You can then copy the whole structure to your test environment and re-attach the database there. An empty copy contains the whole structure (including all custom fields, all Templates all Layouts etc.) It only contains ONE contact (the one you chose as the user contact when prompted by the save copy as procedure).

You could statt  to create a few things in that database in order to allow your programmer to test things.

 

 

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de

View solution in original post


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Highlighted
Solution
Accepted by topic author Bfoster
a week ago
Nickel Elite Contributor
Posts: 529
Country: Germany

Re: Copy database for outside developer

The best way is to log on to your "live" Server, open the "live " database and choose the Option "Save Copy as".It will give you the option to save an "empty copy":

 

In the English version you'll find that menu item under "File" as the 5th menu entry ( or Press F12 which is the default shortcut)

 

1.jpg

In the Directory that you chose as target, you will now find a "complete" database which is not attached to the local SQL Server . You can then copy the whole structure to your test environment and re-attach the database there. An empty copy contains the whole structure (including all custom fields, all Templates all Layouts etc.) It only contains ONE contact (the one you chose as the user contact when prompted by the save copy as procedure).

You could statt  to create a few things in that database in order to allow your programmer to test things.

 

 

Andreas Schlesselmann
Melville-Schellmann GbR
Germany
www.melville-schellmann.de
Highlighted
Astute Commentator
Posts: 45
Country: USA

Re: Copy database for outside developer

I now have a test database with all the correct fields and one record.  Thanks so much!  Extremely helpful!  

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New Member
Posts: 1
Country: USA

Re: Copy database for outside developer

[ Edited ]