Company Copying: How to perform a Selective Copy Company routine

The following steps explain the Selective Copy Company procedure:

1. Ensure all users are logged out of the company being copied.

2. Open the Evolution company on the Evolution server PC.

3. Go to Administration | System Tools | Copy Company.  

4. Enter the New Company Name value and unselect all the various types of records that should be excluded from the copying process.

When done, click Next below to continue. 

5. By default, the New Company Name field below has the same name as entered on the above screen. This will be the newly created company's Database name but you can still change it at this stage. 

You can also change the default Admin agent password below if needed. 

When done, click Next below to continue. 

6. On this screen, you need to select the relevant SageCOmmon database to be linked to the new company to be created.

Also, on this and the previous screen, you can select a specific SQL Server instance name and choose between the Windows NT or SQL Server Authentication option, as required. 

These two screens work the same as when locating an existing Evolution company.

When done, click Next below to continue. 

7. Click the Finish button below. 

8. Wait for the creation of the new company database to be completed. 

9. Click the Finish button on the screen below.

10. When done, the following message should be displayed. Click the No button (if you're not interested in viewing the log file). 

11. Finally, locate the newly created Evolution company database on the Evolution server PC and all relevant workstations.