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Best practices for environment refreshes

Received Response
edited Jul 8, 2020 3:16PM in System Admin and Configuration 4 comments


Environment refreshes


Could anyone please assist me in best practices before, during and after a scheduled refresh from production to a test environment?

What are the steps taken to ensure all defaults in Test are updated? For example, bank ftp sites need to be updated to a test site versus the prod site that now refreshed in the test environment.  In addition, some users have access in test but not in Prod.  Therefore, once the test environment is refreshed, they lose access in the test environment and we add them back in manually.  How are others adding access in other companies?

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