Refreshing Sandbox Accounts in NetSuite Administration

Refreshing your sandbox accounts in NetSuite allows you to easily copy all configurations, data, user passwords, and customizations from one account to another. This capability is particularly useful for maintaining up-to-date test environments.

How Does Refreshing Sandbox Accounts Work?

You can refresh each of your sandbox accounts from your production account or another sandbox account. The account where the data is copied from is termed the source account, while the account being refreshed is the target sandbox account. Here's how the process functions:

• Data Overwrite: When a refresh is initiated, all changes in the target sandbox account are overwritten. It is crucial to ensure that any modifications made post-refresh request are saved externally so you can reintegrate them later.
• Online Availability: Users can continue working in the sandbox account while the new copy is being prepared. This feature minimizes downtime and allows continuous testing and development activities.
• Activation Notification: Administrators are notified via email once the refreshed sandbox is ready to be activated. Activation is a simple click on the Sandbox Accounts page, resulting in the deletion of the previous sandbox version and replacement with the new data from the source account.

Note: Ensure to save any changes needed after the refresh request, as they will not be part of the new sandbox setup after activation.

For additional details on the refresh process, refer to the guidelines on requesting a refresh.

Who This Affects

This update impacts the following roles and modules:

• Administrators: Responsible for managing sandbox environments and activating new configurations.
• Developers: Working in sandbox accounts for testing and validation purposes.

Key Takeaways

• Refresh sandbox accounts from either production or another sandbox account without being taken offline.
• All target account changes are overwritten during refresh; save critical updates externally.
• Administrators receive email notifications on refresh readiness for activation.