Hello, I was wondering if somebody could please walk me through on how to copy our live data to our pilot environment. I’m not quite sure where to start.
Thank you.
Hi Shawn,
Some of us could walk you through this but it may not be a great idea to get started here if you have no idea at all. There quite a bit of risk involved in doing something like this without the basics and full understanding of the application architecture.
I recommend checking out the User Administration Guide in Epic Web first to make sure you fully understand what the system looks like and its moving parts.
Are you the person in charge of Epicor at your organization?
https://epicweb.epicor.com/doc/Docs/Epicor10_techrefSystemAdministration_102300.pdf
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Shawn,
I agree with Jose completely. Skills with Epicor plus SQL Server are required to do what you want to do. There are a number of threads on this site that tackle all or portions of the process. A few even have SQL scripts attached to take care of some of the backend work, but you need to fully understand how your site is set up before you can proceed.
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This is task for your on site DBA. The following a brief outline:
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Backup Pilot before you clone it from Production. In this way you can rollback Pilot if you need to.
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Backup Production.
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Restore (clone) Production over Pilot DB. - Be super careful here.
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Cancel any scheduled tasks in the Pilot DB as a result of the cloning and before starting the Printer Server/Services.
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If you have other integrated product you will need to disable them. Example is Epicor Enterprise Social.
I hope this give you an overview of what’s involved.
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https://erpcustomer.epicor.com/lms/catalog/viewCourse?branch=1010&subbranch=2003&courseUid=2180
Plus there is a free class to get you started.
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Thank you all for the help!