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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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  • Export lists of roles for users with roles differing from production
  • Export allowed S/FTP connections
  • Export allowed emails
  • Verify that the 'Webhook Monitoring Staging' integration profile setting is identical to prod.

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  • Change the sandbox color scheme to orange (prod is black)
  • Recreate the informational banner
  • Restore elevated permissions to select users
  • Restore (via import) allowed S/FTP connections
  • Ensure that 'New Princeton SFTP Staging' connection has been copied over from production
  • Restore (via import) allowed emails
  • Use 'New Princeton SFTP Staging' for all relevant publishing profiles ('Incremental Publishing', 'General Publishing', etc.)
  • Copy the URL and secret key from 'Webhook Monitoring Staging' in prod and reactivate it

Detailed checklists are in alma-config issuesissue templates