Sandbox Refresh Impact on Bundles

A refresh of a sandbox account overwrites the sandbox account contents with the related production account contents. The intent is that, after the refresh is complete, the sandbox account mirrors the related production account. However, the handling of bundles during refreshes may result in some differences between bundles in the sandbox account and bundles in the production account.

A sandbox refresh has the following impacts on bundles:

Warning:

After a sandbox account has been refreshed from production, it cannot be restored to its prior state. For more information about sandbox accounts, see NetSuite Sandbox. For more information about sandbox refreshes, see Using the Sandbox Accounts Page.

Support for bundle operations varies across the different types of NetSuite accounts, including sandbox accounts. See Bundle Support Across Account Types.

Preserving Changes Made to Sandbox Accounts During the Refresh Process

Before you activate a sandbox refresh, you must be sure to preserve any sandbox account changes that occurred during the refresh process. These updates will not be included in the newly activated sandbox. The contents of a refreshed sandbox are based on the latest snapshot of production account contents captured prior to the refresh request. For more information about sandbox refresh processing, see Requesting a Refresh.

Warning:

As the bundle author, ensure your users do not install any bundles from the sandbox during the sandbox refresh process. This applies to your customers or users at your company. Users installing bundles from the sandbox can later result in incorrect merging of different objects. To change bundle availability for your users, see Bundle Availability.

There are two options available to preserve sandbox account changes:

  • You can import updated sandbox account objects to a SuiteCloud project before activating the new sandbox. After activation, you can use SDF to deploy the updated objects to the new sandbox. This action is the preferred preservation method. For details, see Using SDF to Preserve Sandbox Account Changes.

  • You can bundle updated sandbox account objects and install them in the related production account before activating the new sandbox. After activation, you can use SuiteBundler to install the updated objects to the newly activated sandbox account. For details, see Using SuiteBundler to Preserve Sandbox Account Changes.

Warning:

Do not click the Activate button for the sandbox refresh until you have taken action to preserve all of the objects that have been updated during the refresh process. Otherwise the updates to these objects will be lost after the new sandbox is activated. You can preserve changes through import to a SuiteCloud project, or through bundling and installation in the related production account. If there have not been any updates since the refresh request was initiated, no preservation action is needed.

Using SDF to Preserve Sandbox Account Changes

SDF users can import updated sandbox account objects into a SuiteCloud project before the activation of a sandbox refresh, and then deploy those objects to the sandbox account after the refresh has been activated.

Follow these steps to use SDF to preserve sandbox account changes:

  1. When you receive the email notification that the sandbox refresh is ready to be activated, identify the changes that were made since the initiation of the refresh request.

    The changes are those you have made since the snapshot timestamp. To view the snapshot timestamp, go to Setup > Company > Sandbox Accounts. The snapshot timestamp is located under Production Snapshot Date.

  2. Preserve the changes by importing the desired custom objects into a SuiteCloud project. See Account Component Imports.

  3. Activate the sandbox refresh. See Requesting a Refresh.

  4. After the sandbox refresh has completed, deploy the custom objects from the SuiteCloud project to the refreshed sandbox account. See Deployment Logs.

Using SuiteBundler to Preserve Sandbox Account Changes

You can preserve updated sandbox account objects by packaging them in a bundle and installing the bundle to a related production account before activating the refresh. Later you can install the objects into the sandbox account after the refresh has been activated.

Follow these steps to use SuiteBundler to preserve sandbox account changes:

  1. When you receive the email notification that the sandbox refresh is ready to be activated, identify the changes that were made since the initiation of the refresh request.

    The changes are those you have made since the snapshot timestamp. The snapshot timestamp is included in the email notification.

  2. Bundle the updated sandbox objects that you have identified and install the bundle into a related production account. See Creating a Bundle with the Bundle Builder, Selective Update of Sandbox Bundle Objects, and Installing a Bundle.

  3. Activate the sandbox refresh (see Requesting a Refresh).

  4. After the sandbox refresh has completed, bundle the updated objects from production and install the bundle into the refreshed sandbox account.

Related Topics

SuiteApps and Sandbox Accounts
Single Sandbox Bundle Deployment Model
Two Sandbox Bundle Deployment Model
Selective Update of Sandbox Bundle Objects
Dissolving Bundles Created in Sandbox

General Notices