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Defined Periods:
Existing application databases can be cloned by selecting the Clone button in the database administration screen, accessed from 

  1. Click the Phocas menu button > Administration > Databases.

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Info
titleRelated articles

When cloning an existing database, the following options are available, as shown in the image below:

  • Display Name: The new display name for the database - this is the name users see in the Homepage (old experience).

    1. On the the Databases administration screen, select the database you want to clone, then click More > Clone.

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    2. Enter a Display Name for the new database. This is the name users see.

    3. Select the items you want to copy (clone) into the new database:

      • Defined Periods - All the defined periods are

    all

      • copied

    across

      • to the new database.

      • Users

    :

      • - All existing users and their current default period and user restrictions are copied to the new database. This option only becomes available

    once 'Defined periods' is checked

      • when the Defined Periods option is selected.

      • Default Restriction

    :

      • - If the

    source

      • original database has a default restriction, it is copied to the new database.

      • Folder Favorites

    :

      • - All

    existing

      • global favorites, stored in folders against the source database, are replicated

    on

      • in the new

    one

      • database.  

      • Personal Favorites

    :

      • - All

    existing

      • personal favorites created by users

    on

      • in the

    source

      • original database are replicated

    on

      • in the new one.

      • Design

    : Allows users to edit the design of the clone in Designer. To do this, it creates a physical copy of the database and breaks the link between original and clone - more detail below.

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    Clone without Design

     

    Clone produces different results depending on whether Design is ticked.

     

    If Design is not ticked, cloning a database creates a

      • - You get very different results, depending on whether you select this option or not:

        • If you select the Design checkbox, a physical copy of the SQL server database is created, which includes a copy of the original database design (setup). No link is retained between the original and clone database. The clone becomes a completely separate database. You can proceed to modify the design of the new database in Designer.

        • If you do NOT select the Design checkbox, only a copy of the application database, not

    of

        • the physical SQL server

    databases. This feature allows sophisticated user access restrictions to be applied, where the same physical database is made accessible to a user multiple times but with different levels of restriction.  A permanent

        • database, is created. A link is retained between the original and

    the clone. Edit

        • clone database, so if you edit the original,

    and

        • the clone will also be edited.

        • Because the cloned application database refers to the same physical database, both

    of them

        • databases are updated at the same time when the physical database is built.

  • Users won't be able to edit the cloned database in Designer.  

    • Clone with Design

    If Design is ticked, then a physical copy of the SQL server database is created.  

  • No link is retained between the original and the clone. The clone becomes a completely separate database.  
    • Users can use the Designer tool to

        • This option allows you to apply sophisticated user access restrictions, where the same physical database is made accessible to a user multiple times but with different levels of restriction. You cannot modify the design of the

    cloned database

        • new database in Designer.

    2. Click Save.