Create a sandbox

Use a sandbox to safely make changes to your production tenant:

  1. Create a sandbox (this topic) before making configuration changes to your tenant.

  2. Access the sandbox, and then make configuration changes to your tenant. Run the updated workflow from within the sandbox, run sandbox validations, and verify that your changes are ready for promotion.

  3. Promote configuration changes to your production tenant.

This is part one of a series of topics that describes how your brand can use sandboxes to safely make changes to your production tenant.

Note

Users who have been assigned the DataGrid Operator or DataGrid Administrator policies, and then assigned the Allow sandbox administration policy option, are allowed to create sandboxes and promote changes to production from a sandbox.

The following sections describe the steps you’ll follow when creating a sandbox to make configuration state changes to production.

Step 1.

Sandboxes are created from the Users & Admin page. Find the Sandboxes section, and then click Create sandbox.

Create a sandbox for your tenant.

Tip

Use a sandbox to make specific configuration state changes to production.

Validate these changes within the sandbox, including running the full end-to-end workflow to validate any dependencies or requirements that exist upstream or downstream of Amperity. When these changes are ready, promote them to production.

Use a dedicated sandbox for each type iterative change. For example:

  • A new data source in sandbox A

  • A new destination in sandbox B

  • Changes to a profile API endpoint in sandbox C

  • A set of custom database tables in sandbox D

Each sandbox should exist only to support a specific set of planned configuration state changes. After these changes are promoted to production, the sandbox should be deleted.
Step 2.

Each sandbox should be given a name that clearly identifies the type of configuration state change that will be made in that sandbox, along with an expanded description of those changes. Click Create to generate the sandbox for your tenant.

Add a name and description for your sandbox.
Step 4.

You can view details about this sandbox. From the list of sandboxes, select the    icon, and then from the list of options select Details.

View sandbox details

This opens a dialog box that shows details for the sandbox, including:

  • The date and time at which it was created

  • The URL for the sandbox

  • The last time a workflow ran in this sandbox

  • What (if any) configuration state changes are ready for promotion to production

  • What (if any) updates are ready to be pulled from production to the sandbox

Tip

A sandbox that hasn’t run recently—for example, within the previous two weeks—should be accessed and then evaluated. If the changes in the sandbox are not candidates for promotion your brand should consider deleting the sandbox.