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The data directory on the app server contains files like JSON files, bulk import reports, consents files, spr SPR files, files uploaded via Forms controls, DE forms etc. Therefore whole the entire data directory should be copied from prod to test.

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From Home → Settings → Common tab, the properties given below properties should be changed.

  • Application URL: This should be configured to test application URL.

  • Deployment environment: This should be changed to 'TEST'.

  • Data directory: This should be configured to the physical location of the test server data directoryBlank out the value, if any.

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SAML Configuration

If LDAP / SAML is configured on the test server then following needs to be ensured in the test environmentcare should be taken to ensure the LDAP/SAML configuration is not erased

  1. Following tables should not be refreshed or should not be touched: os_auth_domains, os_auth_providers, os_auth_provider_props.

    1. Alternatively, these tables need to be copied before the refresh and restored after the refresh process.

  2. The $OS_DATA_DIR/saml directory should not be touched or copied from the prod environment.