This help note will guide you through the process of copying an organisation from one workspace to another. A Workspace is a data source where you store your organisation information. You can copy organisations between the Local, Network and Online Workspaces (in any direction).


All of the organisation data will be copied with the exception of Report Bundles and Custom KPIs, as these features sit outside of the organisation. If you created Report Bundles and Custom KPIs in the organisation you are copying from, you will need to set these up again in the copied organisation.

Copy into Local, Network, and Online Workspaces


  1. Open the workspace you would like to copy the organisation into (local, network or online).

  2. Click on the Organisation Management button.

    Org Management Button


  3. Click on the Import button.

    Import Org


  4. Go to Copy from a Local Workspace if you need to copy from a Local Workspace.
    Go to Copy from a Network Workspace (SQL Server) if you need to copy from a Network Workspace.
    Go to Copy from an Online Workspace if you need to copy from an Online Workspace.

 

Copy from a Local Workspace

  1. Select Local Source Workspace on the left side of the box, then click Open.

    Select Local Workspace


  2. Browse to locate your Calxa local data file then click Open.

    Select Local Org


  3. Enter your Calxa User Name and Password then click Sign In.

    Sign in


    Note: If you don’t know your user name and password try signing in with Administrator user name and a blank password.


  4. Select the organisation you would like to copy from the Source Organisation list then click OK.

    Select Source Organisation


  5. While the copy takes place you will see this screen.

    Organisation Transfer Screen


  6. When complete, the organisation will appear in your Organisation List.

    Transfer Complete


Copy from Network Workspace (SQL Server)

  1. Select Network Source Workspace on the left side of the box.
    1. Select the Server name and Database name of the data source you would like to copy, using the drop down menus to browse.
    2. Select the appropriate Authentication method and enter your User Name and Password if using SQL Server Authentication.
      Note: most users will select Windows Authentication.
    3. Enter your Calxa User Name and Password then click Sign In.

      Network Source Workspace


      Note: These details are the same details you would normally use to connect to the database you wish to copy from. If the Server name drop down doesn’t browse you can type the name in manually.


  2. Select the organisation you would like to copy from the Source Organisation list then click OK.

    Select Source Organisation


  3. While the copy takes place you will see this screen.

    Org Transfer Screen


  4. When complete the organisation will appear in your Organisation List

    Organisation Displays in List


Copy from Online Workspace

  1. Select Online Source Workspace on the left side of the box, then select the online workspace you want to copy an organisation from on the right side.

    Online Source Workspace


  2. Select the organisation you would like to copy from the Source Organisation list then click OK.

    Source Organisation


  3. While the copy takes place you will see this screen.

    Organisation Transfer Screen


  4. When complete the organisation will appear in your Organisation List.

    Organisation List Display