Transfer Full Account From Production

PAS includes a function to copy all account information and system and SFA authorizations from the production data platform to either the development or QA data platform. This replicates the account on the selected platform, and grants the account access to systems and SFAs for pre-production testing.

  1. Select the account.
  2. Click the Account menu, then hold the mouse pointer over the Transfer Account from Production option.
  3. Click the option to select the platform to transfer the data to: Development or QA.
  4. When prompted, click the Yes button to confirm the transfer as described in the message.
  5. Please wait, the process can take time for accounts having numerous systems and SFAs. If the transfer is not complete after one (1) minute, when prompted, click the Yes button to continue, or the No button to quit.
  6. If the account transfer is denied, a message - the transfer is not allowed and listing alternatives - displays.