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In addition to our production environment, we have a sandbox environment which we will use for targeted development and experimentation. The sandbox is a copy of our production environment, refreshed biannually (in Feb and Aug).

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  • Alma color scheme needs to be changed to orange (prod is black) (config > Alma Logo and Color Scheme)
  • Sandbox banner needs to be recreated (config > institution notifications)
  • Elevated Permissions need to be updated (from list exported above in 'Before refresh' steps and saved to MEO Team Drive)
  • Allowed S/FTP connections needs to be updated (config > Allowed S/FTP connections > import)
  • Allowed Emails need to be restored (config > Allowed Emails > import)
  • Ensure that 'New Princeton SFTP Staging' connection has been copied over from production (or recreate it using credentials in LastPass) (config > General > S/FTP Definitions)
  • Publishing profiles need to be pointed to lib-sftp-staging for 'New Princeton SFTP Staging' for the "Incremental Publishing" and "General Publishing" profiles (Resources > Publishing Profiles)
  • Webhook integration profile needs to be 'Webhook Monitoring Staging' needs the URL and secret key copied over from prod, activated and saved . (config > Integration Profiles)