What are the details for a Test Site?
Test Sites, All versions
The Oracle Service Cloud (Oracle RightNow/RNOW) product provides the option to create a copy of your Oracle Service Cloud production site to provide an environment for testing new changes prior to rolling out changes in the production environment. The Oracle Service Cloud test site may also be used as a training site for new or existing staff members.
Test sites are included with your license. How many test sites are allowed are determined by your license. You can see how many test sites you are allowed in the Configuration Assistant or you can ask your sales account manager.
Test sites are not intended to be where the initial site configuration occurs. There is no feature or automation option to transfer test site configuration to the production site or to change a test site into a production site. Therefore, if you are new to Oracle Service Cloud, best practices suggests that the initial configuration of your site be completed on the production site. Once the production site is complete and running, then create your test site.
Please note: If you are using the Browser User Interface you can use the Element Manager as a tool to move configurations across sites. Please see answer: https://cx.rightnow.com/app/answers/detail/a_id/11002 and also in the documentation https://documentation.custhelp.com/euf/assets/devdocs/cloud19d/olh/CoreFeatures/topicrefs/c_Element_Manager_link.html as limitations will apply
Test Site naming:
Test sites use a standard naming convention of: (production site name)__tst(number of test site). For example:
Best practices recommends to use the standard naming convention and to not change the name of the test site to avoid unpredictable negative impact. If your business requirements need a different name for staff, an alternative option is to change the display name of the interface. For more details about changing the display name, please see Answer 1764: Changing the interface name displayed.
Please note: This option will be lost on test site re-create/refresh and will need completed each time the site is re-created/refreshed.
Test Sites do not include:
Customization support (Oracle Service Cloud) will not provide technical or update services to support or maintain customer-specific customization(s) previously written by Oracle Consulting, or the customer.
Customizations are not guaranteed to be copied from the production site to the test site regardless of clone type.
New customizations will not be written by Oracle Consulting. Documented API frameworks will be supported to validate that they are working as expected, but customizations written using the API frameworks for a Test Site are not supported.
Please note that any customizations on the old test site will be destroyed and will not carry over when the new test site is created. Please see Answer ID 5129: Customizations on refreshed test sites and update sites for more information regarding Test Site customizations.
There is no automated option to move changes and configuration from the test site to the production site. You should manually keep track of your changes in order to manually implement them on the production site.
General steps that a test site re-create goes thru:
Test sites are refreshed/re-created in the Configuration Assistant self-service tool at your convenience. If you need access to the Configuration Assistant, please submit a service request to the Oracle Service Cloud support team.
The standard steps for a test site refresh/re-create completed in the Configuration Assistant are below.
1 - Delete the existing test site. During this time, you will not see a test site in the Configuration Assistant.
2 - Assigned to the cloning queue.
3 - Clone the existing production site to the new test site. As the site clones, it will appear in the Configuration Assistant. However, it will not be accessible until the clone is completed.
4 - If the "re-create and upgrade" option was selected in the Configuration Assistant, then the new test site is upgraded/updated to the latest version of the product that is available for your site.
For information on updating a test site, refer to Answer 10925: Updating Oracle Service Cloud Test Site Version.
* Once the new test site is completed, you will need to enable the utilities, mailboxes, reconnect to Intelligent Advisor, etc. in the Configuration Assistant. These items are not automatically enabled.
Scheduling a test site:
- The test site refresh/re-create task is not instantaneous. It can take several hours to several days to complete. We have no insight into the time it will take.
- Test sites are not automatically refreshed/re-created when your production site is upgraded/updated.
- Configuration, Customizations, and Implementation on test sites are not automatically transferred from the test site to the production site. You will need to manually make the changes on the production site.
- You will lose any custom vhosts you have applied to test sites when they are refreshed. This is because the cloning process reassociates the interface by its original name in DNS, which is on our *.custhelp.com domain and certificate. If you attempt to access using the custom name after a refresh, you may see certificate or SSL errors. The solution at this time is to submit a service request to technical support and we can manually reapply the custom name for you. Frequent refresh requests will be directed to Oracle Consulting. When submitting a ticket, it is helpful to provide the certificate and as much information as possible.
- If you are new to using Oracle Service Cloud and have just created the production site, the initial configuration should be completed on the production site before creating the test site. This is only for brand new production sites. There is no benefit to creating the test site(s) at the same time the production site is created. Test sites cannot be converted into a production site.
- The cloning process does not impact the production site. However, if you need to re-create/refresh or create two or more test sites, it is recommended to do one at a time. Having two or more clones running at the same time off the same production site can cause the cloning processes to slow down significantly.
Full - Full clone of the production site.
Sparse - Includes the last 1000 records of the Contacts and Incidents tables.
Discreet or Sparser clone - Includes custom objects. Does not include the Contacts or Incidents table data.
- Standard functionality only can clone from production to test site. There are no options to clone from test site to test site or from test site to production site.
- It is not possible to select individual tables and/or modules to be cloned or not cloned. The clone copies all tables/modules by default. For customizations, please see above.
Test site refresh/re-create options:
Test site re-create: This option will follow the steps 1-3 above. As the new test site is created by cloning the production site, the new test site will be on the same product version as the production site. (Example: Production site on 18C - New Test site will be on 18C).
Test site re-create and update: This option will follow the steps 1-4 above. The new test site will be upgraded/updated to the latest product version available for your site. Please note, there is no option to select a specific product version. (Example: Production site on 18C - New Test site will be on latest version of product available).
* Please do not select the "re-create and upgrade" option if your your production site is already on the latest version of the product.
Times when a Test Site cannot be created/re-created/refreshed:
There are times when test site cannot be created/re-created or refreshed due to changes being made to the database. When the production database is being modified, it is not possible to clone/copy the database while the modifications are being completed. A few examples are:
Custom Object deployment
Custom Field deployment/creation
Interface Create and/or Rename
Update/Upgrade (Note: post-update/upgrade processes continue to run after cutover)
Site migration to a new pod
For more information on test sites, refer to the following: