Timberline Forum

A Sage Timberline Customer Asks, “I would like to test out some software features that I have not previously used. I don’t want to affect my live data with my testing. Is there a way I can create a test copy of my data folder?”

Why yes client. Yes there is! You can create a test data folder by copying files to a newly created test data folder…

1. Use File > New Data Folder to set up a new folder for testing.
2. In the Company name box, type the new name of your test data folder.
3. Click [OK].
4. Use File Tools (Tools > File Tools) to copy the data from your live data folder into the new folder. Do not overwrite the new Ts.ctl or Master.qym files. For more information on how to use File
     Tools to  copy files, refer to Help topics or knowledge article KB214247.
5. Add your new test data folder to the list of data folders available to open (File > Open Data Folders (in 9.4.x and earlier) or File > Open Company (in 9.5.x and later). For more information on adding a
     data folder to the list of available folders, refer to Help topics or knowledge article KB116202.
6. Open the newly created test data folder and verify that the settings are correct. For example, verify formatting, posting settings, batch names, batch totals, accounting methods, file locations, and
     named files.
7. Remove file locations so you do not inadvertently affect live data files with changes you make in the test data folder as follows:
     a. In the test data folder, from the File menu, select Data Folder Settings > File Locations in 9.4.x and earlier, or select Company Settings > File Locations in 9.5.x and later.
     b. In the File Locations window, clear any network paths in the Data Folder box.
     c. Click [OK].