Overview

When a Sandbox account is refreshed or a Release Preview account is provisioned from a Production account, the eXtendTech app subdomains and settings are copied from Production to the Sandbox/Release Preview account.

When this happens, the Sandbox/Release Preview account needs to be reconfigured with unique subdomains for proper functionality. Additionally, if the eXtendTech app requires authentication with NetSuite or external systems, authentication will need to be performed in the Sandbox/Release Preview account.

Clear the subdomains for installed eXtendApps

The first step in the reconfiguration process is to clear unique settings from Production that require reconfiguration in Sandbox/Release Preview.

  1. Go to Setup → Company → General Preferences.
  2. Go to the Custom Preferences subtab.
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  3. For each eXtendTech app installed in your account, clear the subdomain name and the related fields. See the table below for the specific values to clear. Save your changes.
S.NO.
APPLICATION NAME
"CUSTOM PREFERENCES" FIELD NAME
1
EXTEND WEB APPROVAL
EXTENDTECH WEB APPROVAL SUB DOMAIN
2
EXTENDFILES
EXTENDTECH FILES APPROVAL SUBDOMAIN NAME
3
EXTENDFLOORXL
EXTENDFLOORXL SUBDOMAIN
4
EXTENDFRAME
EXTENDFLOORXL FN SUBDOMAIN
5
EXTENDMOBILE
EXTENDMOBILE SUBDOMAIN
6
EXTENDPS-SE
EXTENDPS-SE SUB DOMAIN
7
EXTENDPRESENTATION
EXTENDPRESENTATION SUB DOMAIN
8
EXTENDTECH VENDOR RFQ
EXTENDTECH VENDOR RFQ SUB DOMAIN

Authentication and Configuration

  1. Generate new Access Tokens for each eXtendApp in your account that requires one, and apply the new access token to the app's setup page. This applies to the following eXtendApps which utilize Access Tokens:
    1. eXtendFiles
    2. eXtendFloorXL
    3. eXtendPresentation
    4. eXtendPS-SE
    5. eXtendRFQ
    6. eXtendWebApprovals
  2. Check that the employee record used for OAuth 2.0 access tokens has the appropriate role assigned based on the role used to generate the access tokens. If the employee does not have the necessary role, apply the role to the access token user. This applies to the following eXtendApps which utilize OAuth 2.0 M2M Client Credentials:
    1. eXtendFiles
    2. eXtendMobile
    3. eXtendFrame

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.
    1. If an error occurs and the eXtendFiles Approval Setup page fails to load, contact eXtendTech Support.
  2. Your Sandbox/Release Preview subdomain will be shown in the subdomain field.
  3. Enter your new Sandbox/Release Preview access token information into the OAUTH TOKEN ID and OAUTH TOKEN SECRET fields.
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  4. Click the Regenerate Session Token button.
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  5. Click Submit to save the page.
  6. Go to eXtendTech → eXtendFiles → eXtendFiles and verify that any imported storage configurations look as expected. If the storage configurations look correct, click Submit to save the page. If they are incorrect or empty, enter your desired storage configurations.
    1. 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.
    2. 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
      Dropbox
      Microsoft OneDrive/SharePoint