Copy Express Question

[Former Member]

I created a Test/Template company where I configured such things as Font size, columns displayed on the various marketing documents etc. Will Copy Express copy these user specific setting from one company to another and if so, what options to I select when in Copy Express?

Thanks in Advance

Dana

[Former Member]

Hi Dana,

To know what Data Category are copying, you can click on the Data Category->In Data Details (right panel)->lower part, thereu2019s an explanation for most categories.

==For Font size: Data category->Display Settings

When you check the 2 checkboxes under this category, there are unresolved dependencies. To resolve them, please check other category.

==For Columns displayed on marketing documents:

If Iu2019m understanding you right, your request is to display UDF on marketing documents. If itu2019s the case, when creating a NEW DB, check the following:

Copy user-defined fields and tables

Copy user-defined objects

If thereu2019re also Query linked to the UDF, check Formatted Search Linked to User-Defined Fields

==How to resolve dependency: please search this topic in CX help file.

==However, there're some general suggestions when it comes to CX:

1. create a NEW DB with the following checkboxes checked

Copy user-defined fields and tables

Copy user-defined objects

2. copy one Data Category at one time.

Data Categories sequence is based on a logical data transfer and DB modification structure. It's recommended to copy part by part, instead of all of them. In this case, if any error occurs, we can also narrow down which category goes wrong.

3. use 'Leave existing and add new' instead of 'replace all' as Copy Method

4. In Authorizations->Data Details->Uncheck all users that're with Superuser authorization before copy. (this is important)

It's because Superusers have full authorizations by default and it can't be changed. It's very likely to fail the copy process.

5. Use the latest version of CX, currently itu2019s 101.

In addition, we have Expert Empowerment Session (EES) on this topic. You can find it at channel partner portal-> Archive: Empowerment Sessions->17.01.2007 - CopyExpress.

Hope it helps.

Regards,

Jacqueline Jiang

SAP Business One Forums Team

[Former Member]

Hi Dana,

You can check this thread to have a step by step view of using Copy Express:

Thanks,

Gordon