Overview

When a Sandbox account is refreshed from a Production account (or when you are provisioned with a new Release Preview account), the eXtendTech app subdomains and settings are copied from Production to Sandbox or your Release Preview account.

When this happens, the Sandbox/Release Preview account needs to be re-configured to have unique subdomains for proper functionality in the Sandbox/Release Preview account.

Additionally, if the eXtendTech app requires authentication with NetSuite or external systems, authentication will also need to be performed in the Sandbox/Release Preview account.

Clear the subdomains for installed eXtendApps

1. Go to Setup → Company → General Preferences.
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2. Go to the Custom Preferences subtab.
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3. For each eXtendTech app, clear the subdomain name and related fields. See the table below for the specific values to clear depending on your installed app(s).
S.NO.
APPLICATION NAME
FIELDS
1
EXTENDFILES
EXTENDTECH FILES APPROVAL SUBDOMAIN NAME
2
EXTENDPRESENTATION
EXTENDPRESENTATION SUB DOMAIN
3
EXTEND WEB APPROVAL
EXTENDTECH WEB APPROVAL SUB DOMAIN
4
EXTENDPS-SE
EXTENDPS-SE SUB DOMAIN
5
EXTENDTECH VENDOR RFQ
EXTENDTECH VENDOR RFQ SUB DOMAIN
4
EXTENDMOBILE
EXTENDMOBILE SUBDOMAIN
If you are reconfiguring eXtendFiles, complete the next 4 steps in the "eXtendFiles Configuration Details" section. Otherwise, skip to the "Authentication and Configuration" section.

eXtendFiles Configuration Details

After clearing the eXtendFiles subdomain in the previous section, follow these steps when reconfiguring eXtendFiles in a Sandbox/Release Preview account:
  1. Go to the eXtendFiles Approval Setup page at eXtendTech → eXtendFiles → eXtendFiles Approval Setup.
  2. Your Sandbox/Release Preview subdomain will be shown in the subdomain field.
  3. Click the Regenerate Session Token button.
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  4. Click Submit to save the page.
  5. Go to eXtendTech → eXtendFiles → eXtendFiles and verify that any imported storage configurations look as expected depending on your environment (see the note below). If the storage configurations look correct, click Submit to save the page. If they are incorrect or empty, enter your desired storage configurations.
Additionally, you may need to perform the additional configurations below for eXtendFiles:
  • If you copy the storage information from the Production account to the Sandbox/Release Preview account and choose a different storage setting in the latter, you will need to update the eXtendFiles Files Setup page accordingly.
  • If you use the same storage settings in your Sandbox/Release Preview account as used in your Production account, you may need to reauthenticate the storage (if the configured storage requires authentication). Please see Configuring eXtendFiles Setup for more information.

    Storage types which often require reauthentication: 
    • Box
    • Microsoft OneDrive
    • Dropbox

Authentication and Configuration

1. Generate new Access Tokens for each eXtendApp (Access Tokens aren't migrated as part of a NetSuite Sandbox Refresh or Release Preview account provisioning).

2. Perform each eXtendApp's setup routine for configuring a new Subdomain, Access Token, etc. per its configuration instructions. If your Sandbox account was already configured with a subdomain previously, that subdomain will auto-populate in subdomain field.

Note:
  • Make sure to check that the access token user used for generating OAuth 2.0 access tokens has the appropriate role assigned based on the role used for generating the access tokens. If the user does not have the necessary role, apply the role to the access token user.
  • If you have multiple Sandbox or Release Preview accounts, then each account should have a different subdomain name so that there are unique subdomains across each of your environments (Production, each Sandbox account, and each Release Preview account).