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Customer experience | Sales, Customer Insights,...
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best practice to update sandbox with production configuration

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Posted on by 220

Hello,

 

I have both production & sandbox 365 environments, with production being more advanced than sandbox (I know ideally it should be the other way round, however this is the current state). I want to get sandbox in line with production, and I just wanted to find out the best way to do this:

  • If I do a ‘minimal copy’ from production to sandbox, I’m aware that this will update the configuration which is what I want, however, what I’m unsure of is if there are entities in sandbox which are not in production, will this copy overwrite/delete these entities and make sandbox exactly the same as production or does it rather just add the production configuration and keep any additional configuration that was previously in sandbox?
  • Is it better to create a solution file in production and import that into sandbox? However if there are additional entities in sandbox (that do not exist in production) I suspect that these entities will still be present after the solution file is deployed, so I will manually have to delete the additional configuration in sandbox to make sure it is exactly the same as production.

Any suggestions are welcomed.

 

Thank you, Ladga

 

I have the same question (0)
  • Suggested answer
    Adrian Begovich Profile Picture
    1,027 Moderator on at

    Hi Ladga,

    If you perform minimal copy, the users, customizations, and schema from the source Production instance will be copied into your target Sandbox instance. This process will overwrite the current Sandbox, so be sure to back up your customizations prior to completing this.

    My recommendation is to import all of your best customizations into the Production instance and then perform a minimal copy into your Development and Sandbox instances so that all of your instances are in sync. Once the environments are in sync you should use your Development instance for development purposes and then deploy the customizations to your Production instance after completing thorough testing from this point forward.

  • Verified answer
    tmercer Profile Picture
    125 on at

    Hi Ladga,

    If I do a ‘minimal copy’ from production to sandbox, I’m aware that this will update the configuration which is what I want, however, what I’m unsure of is if there are entities in sandbox which are not in production, will this copy overwrite/delete these entities and make sandbox exactly the same as production or does it rather just add the production configuration and keep any additional configuration that was previously in sandbox?

    It will drop the existing sandbox and create a new copy of production. It doesn't merge any configuration with what is pre-existing in the sandbox instance.  So you end result would be an exact copy of Production without the data, but all of the configuration.

    Is it better to create a solution file in production and import that into sandbox? However if there are additional entities in sandbox (that do not exist in production) I suspect that these entities will still be present after the solution file is deployed, so I will manually have to delete the additional configuration in sandbox to make sure it is exactly the same as production.

    You are correct. Going with the Solution route from Production to Sandbox any entities in sandbox or other configuration you want to remove, you will have to manually delete it to make it an "exact" copy of Production.  This route has a risk if you miss something in the cleanup activities is you could deploy it to your production environment. 

    Hope this helps. 

  • Suggested answer
    SS-01100907-0 Profile Picture
    on at

    If you perform a minimal copy it will completely overwrite the sandbox environment and make an exact replica of production. If you want to retain the entities which are not there in production please create a solution file and import it in production.

    If you want to keep your sandbox updated ahead of your production, please make sure to move the sandbox is different Scale group. Microsoft follow the build update as per the below order.

    TIP-->CNY-->SAM-->CAN-->IND-->FRA-->JPN-->APJ-->EUR-->NAM-->GCC-->SPL-->USG-->CHN

    Now if your production is in NAM SG then make sure that your sandbox belongs to a SG appear before NAM in the above sequence.

    Thanks,

    Soumen S

  • Ladga Profile Picture
    220 on at

    Thank you for all three detailed responses.

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