Moving From Test to Live

Estimated reading time: 9 minutes

There are two options available when moving your Interject Financials report templates and rollups from a test environment to the live environment, where your users can interact with them.

Option 1: Moving the Entire Database – This option should only be used when “Live” and “Test” environment are the similar. The following criteria must be met:

  • Epicor test database(s) need to be snapshots of “Live”. (Data in “Test” server can be older than what is on “Live”)
  • Epicor data on “Test” was not changed since the snapshot from “Live”
  • All Epicor database(s) on “Live” should also be in “Test”
  • SQL Server version and setup of “Test” should match “Live”

Option 2: Deploying A New Implementation from Scratch – This option will take more time, but it will be a from-scratch installation. The installation steps will mirror the initial deploy for a “Test” server. Additional steps will include transferring rollups, templates, and reports from “Test” company to “Live”.

Option 1: Moving the Entire Database

This option details the steps in restoring a backup of Interject_Reporting from a “Test” to a “Live” environment and connecting the database so it imports and reporting work. Before using this option review the requirement listed above.

To Do

Step 1: Create a backup of the “Test” database and restore it on the “Live” server.

Step 2: To reapply security to the live DB, execute the Interject_SetupScript1_Security stored procedure, seen below.

EXEC [Custom].[Interject_SetupScript1_Security]
      @MasterEpicorDatabase = '<Epicor Controlling Database Name>'
     ,@CertificatePassword = 'myPassword1234'

Step 3: Execute ERP_InstallScript5_SetupJobs, as seen below, to create sync jobs

--Setup SQL Agent Jobs to seed "nightly" sync of Interject data store
EXEC [Custom].[ERP_InstallScript5_SetupJobs]

Step 4: Go through the steps required for Interject Application Setup - Data Connection.

Step 5: After following the Data Connection Setup, do an initial smoke test on all the stock reports, checking for drill, pull, and save functionality.

Step 6: Contact Interject Support to request that your custom reports be migrated from “Test” company Report Library to your new “Live” company.

Step 7: Review your Schedule to confirm Sync Jobs

Option 2: Deploying A New Implementation From Scratch

This option involves installing an entirely new instance of Interject, as well as completing a new Initial Data Load. Once those are complete, you will have to manually “transfer” your Custom Rollups and Custom Reports from “Test” to “Live” environments.

Re-Deploy From Scratch

These steps repeat the Initial Install and Initial Data Load covered in the Install menu.

To Do

Step 1: Complete all steps the Data Tier Install.

Step 2: Next, complete all steps for the Inital Data Load.

Step 3: After completing both procedures above, do an initial smoke test on all the stock reports, checking for drill, pull, and save functionality.

Transfer Custom Rollups and Report Templates

This details the transfer of Rollups, Templetes, and Reports from the “Test” company to the “Live” company.

Custom Rollups

To Do

Step 1: Open Excel, locate the “Company” setting on the Interject Ribbon Menu, and switch to <Your Test Company>, or confirm you are already there.

Step 2: Use Ctrl-Shift-L to open the Interject Report Library, then go the Configuration Manager Tool.

Step 3: Click on Setup/Review Rollups

Step 4: Drill into one of your custom rollups.

Step 5: Now, clicking on Company again from the Interject Ribbon, switch back to .

Step 6: With the rollup still open, hit Ctrl-Shift-U to save the report.

Step 7: Switch back into <Your Test Company>, go to the Configuration Manager Tool, and repeat steps 3 through 5 for the remaining Rollups.

Custom Row Templates

To Do

Step 1: Open Excel, locate the “Company” setting on the Interject Ribbon Menu, and switch to <Your Test Company>, or confirm you are already there.

Step 2: Use Ctrl-Shift-L to open the Interject Report Library, then go the Configuration Manager Tool.

Step 3: Click on Setup/Review Row Report Templates

Step 4: Drill into one of your custom row templates.

Step 5: Now, clicking on Company again from the Interject Ribbon, switch back to .

Step 6: With the rollup still open, hit Ctrl-Shift-U to save the report.

Step 7: Switch back into <Your Test Company>, go to the Configuration Manager Tool, and repeat steps 3 through 5 for the remaining Rollups.

Custom Reports

To Do

Step 1: Open Excel, locate the “Company” setting on the Interject Ribbon Menu, and switch to <Your Test Company>, or confirm you are already there.

Step 2: Use Ctrl-Shift-L to open the Interject Report Library, then go the and open any of your custom reports.

Step 3: Now, save the report to a local folder.

Step 4: Keeping the report open, click on Company and switch into your Live environment.

Step 5: Now, clicking on Company again from the Interject Ribbon, switch back to <Your Live Company>.

Step 6: With the report still open, follow from Step 8 through the end of the Report Localization Instructions