Step 1: Refreshing and Preparing the Test Environment for Application Development

Caution:

This scenario includes steps to be performed in both the production and test environments. Make sure that you are performing the steps in the correct environment before proceeding. The names of the environments are capitalized in each step to help you determine the correct environment for that step.
  1. Before you refresh your test environment with a snapshot of your production environment, it is a best practice to take a backup snapshot of the test environment to preserve existing test data.

    To back up your TEST environment:

    1. Click Tools, and then Migration.


      migration icon
    2. From Categories, click Backup to create a backup snapshot of your current test environment.
      migration button
    3. Enter a name for your backup and click OK.
      test backup name
    4. Click Refresh to update the status of the backup, and then click Close to close the window when the backup is completed.
      test backup complete
  2. Take a migration snapshot of your PRODUCTION environment.
    1. Click Tools, and then Migration.


      migration icon
    2. From Categories, click Backup to create a migration snapshot of your current production environment.
      migration button
    3. Enter a name for the snapshot, and then click OK.
      backup name
    4. Click Refresh to update the status of the backup, and then click Close to close the window when the backup is complete.
      backup complete
    5. From Snapshots, locate the backup, and then in the Actions column click actions and then click Download.
      template download

      The migration snapshot is downloaded to your local machine.

  3. In your TEST environment, recreate the service. This is an optional step, but recreating the environment will establish a baseline starting point for the environment and will resynchronize the latest users and group assignments from the Identity Cloud Service (IDCS) for your test environment.

    Caution:

    Recreating the service will remove all existing applications and artifacts, including test users and groups, in your test environment. If you want to preserve your test data, ensure that you follow the procedure in Step 1 to back up your existing test environment first.
    1. From the TEST environment, click the drop down menu next to your user name, and then select Recreate Service.
      recreate service menu
    2. On the confirmation screen, select the check boxes indicating that you understand the consequences of recreating your service, and then click Recreate Service.
      recreate confirmation

      The recreate process takes approximately 15 minutes to complete.

  4. When the recreate process has completed, upload your migration snapshot from your local file system.
    1. Choose the Migration option, or from the Home page click Tools, and then Migration.


      migration icon
    2. From Snapshots, click Upload.
      upload button
    3. Select the backup file, and click Upload.
      upload backup file
    4. When the file has completed uploading, click OK.
      upload complete
  5. On the Snapshots tab, locate the uploaded snapshot and in the Actions column, click actions and then click Import.
    Import backup
  6. Click OK on the confirmation message.
    import confirmation
  7. On the Migration Status screen, click Refresh until the import is completed, and then click Close.
    import complete
  8. Verify that your TEST environment contains the applications from your PRODUCTION environment.
    application list