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.
![Image Placeholder](/desk/file/11318988/image.png)
2. Go to the Custom
Preferences subtab.
![Image Placeholder](/desk/file/11318991/image.png)
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:
- Go to the eXtendFiles Approval Setup page at eXtendTech → eXtendFiles → eXtendFiles Approval Setup.
- Your Sandbox/Release Preview subdomain will be shown in the subdomain field.
- Click the Regenerate Session Token button.
- Click Submit to save the page.
- 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).