One sandbox per production environment

You can configure one sandbox for each production environment. AdaptiveWork does not support multiple sandbox environments for the same production environment.

Understanding sandbox refresh

During the refresh process, all data and configurations from your production environment are copied to your Sandbox environment. After the refresh is completed, all data and configuration that existed on the sandbox environment are deleted and replaced with the data and configuration from your production environment.

Note: If you have Slide Publisher templates in your Production environment, you will need to reload them into your sandbox as the refresh process does not bring in the templates.

As part of the data refresh process the following changes are done:

Note: SSO configuration on the sandbox is not affected by the refresh.

Requesting a sandbox environment

Once you have purchased a sandbox environment, to have it configured for your organization, contact your Customer Success Manager or AdaptiveWork Support and provide the name of your organization. The name of your organization is displayed in the top-right corner of the AdaptiveWork application.

It may take up to 4 weeks to have the environment ready.

Accessing your sandbox

You can log in to the sandbox by using the app.clarizentb.com domain name.

Refreshing your Sandbox environment

To refresh your Sandbox environment, you must submit a request to your Customer Success Manager.

Since AdaptiveWork performs a monthly refresh of requested Sandbox environments on last Sunday of each month, it is recommended to submit your request at least a week prior to the end of month, to ensure there is sufficient time to process the request.

Does data refresh happen automatically on a regular basis or do I need to submit a request?

Sandbox refresh does not happen unless you explicitly request it.

Can I request an ad hoc refresh of my Sandbox?

Not at this time. Sandbox refresh only happens on the last Sunday of each month. Stay tuned for more updates.

Do I need to purchase separate licenses for my sandbox environment?

Sandbox is a direct copy of your production environment, so everyone who has an account in the production environment has the same account (with the same license type at the time of data refresh) in the sandbox environment.

Can I create users in the Sandbox who do not exist in the Production environment?

For testing or training purposes, you can create users directly in the Sandbox environment. However, those user accounts will be deleted during the next data refresh.

In addition, when creating new users, to avoid conflict with duplicate accounts between organizations, AdaptiveWork recommends using the user’s email address as the username.

What else do I need to know?

Since the sandbox and the production environments have different domain names, you must update API URLs for external integrations.

AdaptiveWork also recommends using relative URLs for creating custom panels to make sure the URLs work for both environments.

Backing Up & Restoring Mappings & Events

To be able to restore the iHub configuration back to the point prior to the refresh, follow the following steps:

Before Refresh

1. Log in to your AdaptiveWork Sandbox account
2. Go to: https://app.clarizentb.com/AdaptiveWork/Pages/Admin/AdminIntegrations.aspx
3. Choose the open relevant integration (SFDC, Jira, Intacct)
4. Choose “Mappings & Events” tab
5. Mark all mappings and events and press the Export button
6. A JSON file will be created and downloaded to your local machine
7. Important Note: the Sandbox Refresh process does not delete or modify the foreign system triggers (Jira’s Webhooks / SFDC Workflow Rules / Intacct smartrules) and they remain unaffected by iHub, but still will be triggered by foreign side.
   So, select all Events and press the Delete button.

After Refresh

1. Log in to your AdaptiveWork Sandbox account
2. Go to: https://app.clarizentb.com/AdaptiveWork/Pages/Admin/AdminIntegrations.aspx
3. Select the “Authentication” tab
4. Press the Delete button (will clear the Sync Registry information).
5. Connect the AdaptiveWork account to the desired foreign system account
6. Select the “Mappings & Events” tab
7. [Optional] If not needed, delete all out of the box mapping and events
8. Press Import button and choose the JSON file that you exported before the refresh

Notes:

1. Refresh process will keep the SyncRegistry as it was in Production. This means that the foreign side of SyncRegistry holds production data, which cannot and should not be in used in Sandbox. SyncRegistry data will be deleted once you delete the integration.
   
   
2. If your Mappings reference custom fields on the foreign system which exist in Production systems but not in Sandbox, your mapping will no longer work properly.
   
   
3. Since JIRA has no Sandbox environments, iHub can’t automatically detect and prevent Sandbox from reaching JIRA Production systems. This means that AdaptiveWork Sandbox can sync with JIRA Production systems. Enabling the integration in this case can cause unexpected and undesired results. It is highly recommended to avoid this scenario.