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Providing a copy of the production database would not be suitable because the Actionstep database design is very complex, with over 500 tables and an abstracted data schema for custom data. We have therefore come up with a solution that provides clients with a simplified schema containing views of the data that would be most useful for business intelligence purposes. The simplified schema and data can be securely downloaded as a SQL file in either Microsoft SQL-Server, Azure SQL, or PostgreSQL formats. These files can be run against local or hosted database servers managed by the client, or their Actionstep certified consultant.
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To activate the service a user with account authority should contact Actionstep support and ask them to install the custom reporting plugin. Once installed you will see a new menu item under Admin > Plugins, and this is where you can specify which database format to use and set a password for to protect the download file. The file will be generated after the nightly backup process has run and you will find a download link on this page once it has been completed. The file will be refreshed every 24 hours with new data.
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Note: the download link will change each time you update the page. |
Once downloaded you (or you certified consultant) can refresh the local copy of the data by executing the SQL file in your database server. The file will automatically drop and recreate any required database tables.
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