Actions Required after Sandbox Creation or Refresh
A sandbox account is a copy of your production account. However, not all features enabled in your production account are enabled in your sandbox account when it is created or refreshed. In particular, behind-the-scenes tasks that run in your production account by default do not run in your sandbox account. The following table lists some of the actions required to use specific functionality in your sandbox account.
During sandbox creation and refreshes, certain objects are not copied from your production account. For more information, see Data That is Not Copied from Production to Sandbox.
Omission from the following table does not guarantee full availability.
Feature |
Actions Required |
Notes |
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SAML Single Sign-On |
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Two-Factor Authentication (2FA) |
If you require users to sign in to your sandbox account using 2FA, you need to enroll them after each sandbox refresh. See Enroll or disenroll users to sign in using 2FA. Enrolled users will be asked to setup 2FA on the next sign-in. |
The following user information is not copied from your production account to the sandbox account: Two-factor authentication required demographic setting, the 2FA required, 2FA status, Complete 2FA setup by date information shown on the employees list view, user 2FA setup (authenticator app) information. |
Business Intelligence Connector (OData Service) |
Enable the Business Intelligence Connector feature. To do so, contact OpenAir Customer Support. |
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API Integration Applications (OAuth 2.0) |
Create the application profiles again in your sandbox account for all integration applications using the OAuth 2.0 feature that you want to test. See Managing API Integration Applications in OpenAir Users testing the integrations will need to authorize applications explicitly in the sandbox account. For more information about OAuth 2.0 Authorized Applications. See Authorized Applications. |
Application profiles for integration applications using the OAuth 2.0 feature to connect to your OpenAir production account are copied to your sandbox account. However, these cannot be used to test integration applications using the OAuth 2.0 feature in your sandbox account. |
NetSuite Integration |
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Notifications and Alerts – Email |
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Please note that setting Forward the undeliverable email to this email address under Administration > Global Settings > Email Settings should be blank so undelivered emails are not forwarded further. |
Scheduled Events:
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Scheduled events are behind-the-scenes tasks that run automatically in your production account. These tasks do not run in your sandbox account by default. Scheduled event are launched by triggers. Trigger information is not copied across from the production account during sandbox creation or refresh. To create the trigger again, schedule the event again by going to the corresponding form, changing the scheduled event configuration and saving the form. |