Test System Refresh

Jonathan Semones -

Many organizations have a test system for training and development purposes.  This system is usually created from a copy of their production database.  Often this test data needs to be updated from the production system so that training and tests are performed with accurate current data.

During a test system refresh, you will lose all of your test system data and settings as all of these are stored in the database which you will overwrite with your production database.  This guide reviews how to refresh the system with the least amount of hassle.  

Important! Refreshing a Test system is a process that is not covered by Lucity Support.  We can provide information, but cannot do the process for you.  If you would like Lucity to do this for you then contact us and we will give you a quote.

 

Preparation

Web App URLs

Make sure you know the URLs for the web applications in your test system.  These are found in the System > Settings and include:

  • Lucity Web - Website settings > Internal Website
  • Lucity Web Windows Authentication - Website settings > Windows Authentication Website
  • Lucity Web REST API - REST API settings > Url for Internal REST API
  • Lucity Identity Server (web)* - Identity settings > URL to the Identity Server for the internal Identity Server
  • Lucity Mobile Server - Mobile settings
  • Lucity Identity Server (mobile)* - Identity settings > URL to the Identity Server for the mobile Identity server
  • Lucity Document Server - Documents settings > URL of Document Server
  • Lucity REST API - REST API settings > Url for REST API
  • Lucity Citizen Portal REST API - REST API settings > Url for Citizen Portal REST API

*These may be the same depending on your setup.

 

Document Paths

Make sure you know the paths to your test systems document hives.  These are found in the System > Settings and include:

  • Citizen App Hive - Citizen settings > Path where custom citizen app files are stored
  • Citizen Document Hive - Documents settings > Path where uploaded documents are stored 
  • Internal Document Hive - Documents settings > Path where uploaded documents are stored
  • Sign Picture Library - Documents settings > Path where uploaded Sign Library images are stored
  • Custom Reports Hive - Reporting settings > Path where Reports are stored.

 

Geodatabase Configuration

If you have a test geodatabase make sure you know the connection information.  This is found in the Lucity Administration Tool under GIS > Connection Strings.

 

GIS Services

If you use have test gis services make sure you know the Urls for these services.  These are found in the Lucity Administration Tool under GIS > GIS Services.

 

 

Performing the Refresh

Refresh database

  1. Make a backup of your production database
  2. If on a different server move the backup to your test sql server.
  3. Restore the backup overwriting your Lucity test database.
  4. Do not change the test database name during this process.
  5. Find a computer with Lucity Desktop installed that is linked to your test system.
  6. Run Lucity's Client Maintenance program on that computer.
  7. Make sure that client maintenance is pointed at the Config folder for your test system.cm_login.png
  8. The test system should still be pointed at the test database that you just overwrote.
  9. Click the Next> button.
  10. Click the Update button this will both update the database as well as perform cleanup functions.cm_update_db.png
  11. Click Finish>>|.

 

Repoint Lucity Urls

  1. After you have refreshed the database you will need to repoint your test system to the correct web applications.
  2. Open the Lucity Administration Tool for your test system.
  3. Go into the System > Settings.
  4. Update the various URLs for the web applications to point to your test system.  You gathered these URLs during the preparation section.
    • Lucity Web - Website settings > Internal Website
    • Lucity Web Windows Authentication - Website settings > Windows Authentication Website
    • Lucity Web REST API - REST API settings > Url for Internal REST API
    • Lucity Identity Server (web)* - Identity settings > URL to the Identity Server for the internal Identity Server
    • Lucity Mobile Server - Mobile settings
    • Lucity Identity Server (mobile)* - Identity settings > URL to the Identity Server for the mobile Identity server
    • Lucity Document Server - Documents settings > URL of Document Server
    • Lucity REST API - REST API settings > Url for REST API
    • Lucity Citizen Portal REST API - REST API settings > Url for Citizen Portal REST API

 

Update Document Paths

After you have refreshed the web application Urls you will need to repoint your test system to your test system document hives.

  1. Open the Lucity Administration Tool for your test system.
  2. Go into the System > Settings.
  3. Update the various paths for the web applications to point to your test system's document locations.  You gathered these paths during the preparation section.
    • Citizen App Hive - Citizen settings > Path where custom citizen app files are stored
    • Citizen Document Hive - Documents settings > Path where uploaded documents are stored 
    • Internal Document Hive - Documents settings > Path where uploaded documents are stored
    • Sign Picture Library - Documents settings > Path where uploaded Sign Library images are stored
    • Custom Reports Hive - Reporting settings > Path where Reports are stored.
  4. Note that if you don't have document storage for your test system you can just clear out these values.  

 

Update Geodatabase Configuration

Next, we will move to the GIS system. 

  1. Open the Lucity Administration Tool and go to GIS > Connection Strings.
  2. If you have a test geodatabase update the existing connection string to point to the test geodatabase.
  3. If you do not have a test geodatabase you will want to clear out the fields on the connection string.
  4. Your changes are automatically saved.
  5. You may want to go to ArcCatalog and open the Lucity GIS > Geodatabase Configuration tool.  Within that tool, you can validate your setup to make sure it is connecting to the test geodatabase.

 

GIS Services

Next, we can update your map services to point to any test map services.

  1. Open the Lucity Administration Tool and go to GIS > Connection Strings.
  2. If you have test services update the existing services with the Url for the test service.
  3. If you do not have test service you will likely want to remove the services listed here.  This protects your system from test data being accidentally added into the production system.
  4. Click save.

 

Update ArcGIS Portal Integration

If you use the ArcGIS Portal Integration and your users login using the ArcGIS Single Sign-On you will need to update their user accounts in Lucity Security to use a login to a test ArcGIS account.  Otherwise, they log into their test system using production ArcGIS credentials, thereby connecting to their production ArcGIS data in the map.

  1. Open Lucity Security.
  2. Go to Security > User/Group Setup
  3. Select a user and click Edit User.
    • If you have credentials for a test login for ArcGIS enter it in the ESRI Logon ID field.
    • If you do not have credentials for a test login for ArcGIS clear out the ESRI Logon ID field.
  4. Click OK.

 

 

 

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