Optional: Creating Reference Databases and Entities

To ensure data integrity by isolating the original production data, create a reference database. Reference entities have links to production entities so you can refresh them with production data.

  To create reference databases and entities:

  1. Select Databases.

  2. Create database.

    See Creating Strategic Finance Client Databases.

  3. In Databases, double-click the database.

  4. Select Database then Entity Reference.

  5. In Select Database, select the source database.

  6. Optional: In Existing Entities, select entities and click >.

  7. Optional: In Existing Entity Groups, select entity groups and click >.

  8. Refresh entities:

    • To refresh all entities, click Refresh All.

    • To refresh some entities or entity groups, select them and click Refresh Selected.

  9. Click OK.