Create a Test Company in Microsoft Dynamics NAV
- Where will it reside? Will the testing company be in the production database or in a test database? Either way, it is good practice to create and update your test company monthly.
- How will you copy your production data into the test company?
Deciding Where to Setup the Testing EnvironmentWhen you think about how you want to setup your testing environment, you have two main choices: creating the test company in the production database or in a test database. The best practice is to create the test company in a test database. The main reason is to allow you to test different development changes and not affect your production environment. If you determine you don’t want to have changes or new development, ask yourself the following questions to help facilitate your decision on where to place the test company:
- What will be easier for users to open and use?
- What will be easier for users to determine which company they are in?
- What is easier for the department that needs to create the test company?
- How long does it take to create?
Making a Copy of Production DataThe next step is to make a copy of your production data. There are several ways to create the environment:
- Backup your Database and Restore the Database in Test Environment
Make sure you understand the process first so that your production database is not accidentally changed.
- Export Production Data and Import into Test Company
Do the objects/development customizations match between the two systems? If they do, follow the steps below. If they don’t match, you will need to get them in sync before you start.
- Copy the Production Company
- Open the NAV production database
- Search “Companies”
- Place your cursor on the line of the company you want to copy
- In the ribbon select copy
- Fill in the test company name
- Once the process is complete, you will see the test company on the list
Figure 1 – Database Search
- From the list, select “Export to a data file”
- Check which companies you want to export
- Fill in the Description
- Select which companies you would like to sync between test and production and pick the smallest company, so sync doesn’t take too much time
Figure 2 – Export Data Field
- Select OK
- Save the file
- Open Test while the data is exporting
- Search Companies, You have two options
- Delete the company you want to replace
- Rename the company to a - old
- When the export is done, from the test database
- Search “Import from”
Figure 3 – Import Data Field
- Find where you saved the exported data
- Select OK
- After the import, you will want to verify the data came in and you have no issues.
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