Does anyone know if Epicor or a talented 3rd party have a mechanism for cloning an entire company’s master data or even master+transactional data? Certain business scenarios such as acquisition/divesture or bankruptcy call for ‘frozen’ companies that are otherwise intact and functional. In the past we have handled this by cloning the entire VM.
Thanks in advance.
We’ve copied our live company DB to the Pilot DB, then “locked” the Pilot by disabling all users (well, nearly all)
If you dont need the cloned company to reside in the same DB as your original, then backing up the DB used for live, and restoring it over the Pilot DB, would work. Best would be to create a new App in the Admin console, then restore the backup over that Apps DB.
P.S. - the System Admin Guide explains how to do this in detail. The section “Move a Database from Production to Test”
Thanks Calvin. We use our Test and Pilot environments (on a different app server) regularly for dev and continuous improvement so I can’t sacrifice either of them, but perhaps I should look at spinning up another environment on the production cluster. I would prefer to have them in the same DB but perhaps it’s not worth the effort.
Thanks again
Matt
I only suggested using the Test or Pilot, to save having to explain how to create a whole new environment 
The effort to duplicate every record with a new Company ID, would be a monumental undertaking. Creating a new App instance and restoring the LIVE DB over that new App’s DB, is WAY faster.
Plus if you get audited, you can more easily prove that the “locked” data hasn’t been changed.