5Test Sites

Create a Test Site

The test site will be same as your production site because the test site is a clone of your production site.

You can create a test site by selecting the relevant option present on the CX production site.
  1. From the Configuration Assistant home page, navigate to the Service Site for which you want to create a test site.

  2. Click Service site link to view the site details.

  3. Click menu icon and then select Create Test Site.

    This figure shows a service site which contains a menu icon to create a test site.
  4. In the Create Test Site window, select a date and time using the Scheduler icon present next to Schedule box. If you do not schedule the cloning of your production site, the process will begin as soon as possible.

  5. Select one of the following clone types to create a test site:

    • Full Clone — Clones a full copy of the production site into a test site.

    • Sparse Clone — Clones the production configuration, customization, and last thousand incidents into a test site.

    • Discreet Clone — Clones only the production configuration and customization into a test site. Custom Objects will also be included. Does not include the incidents or contacts tables.

    This figure shows different types of clones that you can use to create a test site.
  6. Click Create.

    A confirmation dialog with details about the selected clone type appears on the screen.
    Click Yes to proceed.
    Note: When the site creation is in progress, a warning sign appears on the window. During this time, you cannot navigate to the Site Details page. If the test creation is successful, you can navigate to the Site Details page. If the site creation fails, you can request for re-creating a site.

Create and Update a Test Site

If your production site is not on the most current version of the product, you can create your test site and then update the test site to the latest version of the product available.

This option must be enabled in conjunction with a customer’s production site.
  1. From the Configuration Assistant window, navigate to the Service Site for which you want to create a test site.

  2. Click the menu icon and then select Create and Update Test Site.

  3. Click Create.

Re-Create a Test Site

When you select the option to re-create a test site, it deletes the current test site completely and creates the test site on the same version. The option is available on CX test sites.

Note: The scheduler uses the US Pacific Time to re-create a test site.
  1. From the Configuration Assistant home page, navigate to the Service site for which you want to create a test site.

  2. Click the Service site link to view the site details.

  3. Click the menu icon (either from the home page or from the details page) and select Re-create test site.

  4. Select one of the following clone types to create a test site:

    • Full Clone — Refreshes a full copy of the production site into an existing test site.

    • Sparse Clone — Refreshes the production configuration, customization, and last thousand incidents into an existing test site.

    • Discreet Clone — Refreshes only the production configuration and customization into an existing test site. Custom Objects will also be included. Does not include the incidents or contacts tables.

  5. From the Re-create test site window, click Create.

    A confirmation dialog with details about the selected clone type appears on the screen.
    Click Yes to proceed.
    A dialog box appears on the screen indicating that the Test Site creation request is submitted.
  6. Click OK.

Re-Create and Update a Test Site

The option to re-create and update a test site destroys, creates, and then updates the test site to the latest release available. It is enabled if an update is allowed for the test site, and is available on CX test sites only.

To re-create and update a test site.
  1. From the Configuration Assistant home page, navigate to the Service site for which you want to create a test site.

  2. Click the Service site link to view the site details.

  3. Click the menu icon (either from the home page or from the details page) and select Re-create and update test site.

    A Re-create and Update Test Site window appears.
  4. Click Create.

Enable Utilities for a Test Site

After you create or update test sites, you can enable utilities for the test site from the home page.

Utilities help you to process data on your test sites.
  1. In the Configuration Assistant home page, click the menu icon for the selected test site and then select Enable Utilities.

  2. Alternatively, you can select Enable Utilities from the in the Site Details page.

  3. On the confirmation screen, click Yes to proceed.

The utilities are then enabled for your selected test site.

Notifications Tab

The Notifications tab in SSAPP provides information about the RightNow and OPA test site operations.

Status information related to the following test site operations (for RightNow and OPA) will be displayed here:
  • Create Test Site

  • Create and Update Test Site

  • Re-create Test Site

  • Re-create and Update Test Site

  • Update Test Site

This image displays the Notifications present on the Configuration Assistant home page.

For each operation, the following information is displayed:
  • Operation Name — Name of the test site operation

  • Request Date — Date (YYYY-MM-DD) on which you requested the operation

  • Site Name — Site on which the operation is performed

  • Requested Schedule Date — Date (YYYY-MM-DD) on which the operation will be executed

  • Operation Status
    • Scheduled — Test site operation scheduled for execution

    • In Progress — Test site operation is under execution

    • Success — Test site operation is executed successfully and ready

    • Failed — Test site operation failed