A tenant refresh is where a non-production tenant (the 'target' tenant) is reset and synchronised with a production tenant. This effectively generates a snapshot of a production tenant (including all data and schema) that can be used for:
- developing and modifying solutions
- testing and trouble shooting
Standard Maintenance & Support allows customers up to 2 tenant refreshes per month free-of-charge with a minimum of 3 days notice to ReadiNow. Note that tenant refreshes are applicable to non-production tenants only.
Please review the information below for things to consider prior to requesting a tenant refresh, actions to take after the refresh has been completed, and for how to request a tenant refresh.
Checklist: prior to requesting a tenant refresh
A tenant refresh causes the target tenant to be overwritten and is irreversible and can impact other users. Prior to requesting a tenant refresh please check:
- Is anyone currently using the target tenant?
- if yes, seek agreement on when they will be ready for a refresh
- Does the target tenant contain data or users that need be preserved?
- if yes, identify data to be retained and export via XML
- Does the target tenant have special integrations that need to be preserved (e.g. API, SSO)
- If yes, export via XML or record settings
- Are communications disabled or is an email forwarding address used in email settings
- if yes, record settings and email address
Post Refresh (on Tenant that has been refreshed)
You will a receive notification from ReadiNow once your tenant refresh request has been actioned. It is important that you check the following on the refreshed tenant:
- Check Settings -> Communications will be disabled
- manually reenable if required
- Check Settings -> API Callouts - will be enabled / disabled as per the production tenant. To disable API Callouts:
- enable communications (temporary)
- disable API callout
- disable communications
- Import any XML configuration data that was captured prior to the tenant refresh
- API Callout libraries
- API Credentials
- SSO Settings
- Test Data
- Test Users
- Update email forwarding address
How to request a tenant refresh
Tenant refreshes can be requested via ReadiService, the ReadiNow Service Desk. Please create a ticket with the title "Tenant Refresh" and in the ticket description clearly indicated the 'source' (i.e. a production tenant) and 'target' (i.e. a non-production tenant).