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Our OOTB production instance of PSA has developed lots of minor bugs/errors (mostly from a poor setup initially). I'd like to know if its possible to do a completely new installation of PSA, but without losing all of our production information? If so, can anyone list the steps or point me in the right direction?
Unfortunately, there is no process that will allow you to clean up the PSA (reinstall) but, keep the data intact.
But, following is what you can do, even though lengthy.
1. Keep a backup of the solution to be on the safe side.
2. Identify the important entity that you need the information of.
For me, the important entities would be
->Quote Line Details
->Contract Line Details
->Time Entries/ Expense Entries
-> Bookable Resource Booking
3. Though i would not be comfortable doing an import of all of the above in the system again, but, you can give it a shot first on a dummy and see if it works for you.
The next best alternative can be, to slowly and steadily correct you Masters and the setup data as you move further. So your new projects only pick up the correct masters.
All do some or the other mess while setting up the initial masters, but, later get it corrected slowly and steadily.
The last alternative is to evaluate, how much of data loss is there and if you can sign up a new environment and renter all the data in the system.
Hope this has not confused you more :P
Thanks Kuldeep for the response and advice. I'm going to try this and will report back on how successful it was.
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