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).
...
- 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.
...
- Change the sandbox color scheme to orange (prod is black)
- Recreate the informational banner
- Restore elevated permissions to select users
- Restore (via import) allowed emails
- Restore (via import) allowed S/FTP connections
- Ensure that 'New Princeton SFTP Staging' connection has been copied over from productionRestore (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 issue templates