Whitepaper: Refresh of TimeTrak Test Environment

Due to TimeTrak’s heavy integration with the ERP system, it is important that both the TimeTrak and the ERP database are kept in sync. This is especially important for test environments to ensure they can be used without error.

Prior to TimeTrak version 19.1, the process to refresh a TimeTrak test environment required a consultant to manually backup and restore both the TimeTrak and ERP databases then update tables and fields within the database to ensure they were pointing to the test as well as the correct website files.

There is now a Test Environment Set Up Wizard within the TimeTrak Administrator Console as per below; which once configured allows a test environment to be refreshed at the click of a button saving consultant time and allowing end users to refresh their own test environment, when needed.

How to set up the TimeTrak Test Environment Refresh

Within the TimeTrak Administrator Console: Help> Test Environment Setup Wizard as per below:

Select Show Advanced Configuration, then Next as per below:

Define the SQL Server and credentials:

Define the TEST TimeTrak and ERP Databases:

Note: If the test databases already exist you will receive the below message:

Specify the location the Databases will be backed up to prior to being restored to the test databases.

Note: The Services Account that SQL Management Studio runs under will need to have permissions to this file location.

Specify the location of the Databases files for both the Test ERP and TimeTrak databases.

Enter any Custom Scripts that you would like to run across the test TimeTrak or ERP database after it has been refreshed.

In the below case, a stored procedure has been created on the ERP database to update the colour of test ERP’s “splash screen” so the end user is aware that it is the “TEST” environment. This stored procedure also updates a database trigger which is hardcoded to point to the LIVE website.

Specify the Web Configuration (location of the website files) for the test websites:

Note: This location can be found within the Test Admin Console as per below:

Or within the TimeTrak Web Installer against the test websites as per below:

Specify the Test websites URLs

Again, these URLs can be found within the TimeTrak Web Installer Application

Or within the test databases TimeTrak Administrator Console as per below:

Specify the Attachment location for the Test Environment:

Note: Often the storage type is Shared folder and a separate shared folder is created as part of the implementation to house all “testing” attachments to prevent the LIVE attachment folder increasing in size with testing attachments that are not required to be kept.

Again, this information can be found in the Test databases TimeTrak Admin Console as per below:

There is then the ability to reset all passwords in the test database as well as replace all the email addresses in the databases.

For example, if the database has appointment or task email notifications enabled and you do not want users to receive these when testing in the test environment you could update all email addresses.

Finally, once all fields have been completed the wizard will advise that the Setup is compete.

If you want to refresh the test environment, tick on “Refresh the test environment” and Finish as per below:

The below screen will appear while the databases are backed, restored and custom scripts are run.

You can then login to your test environment where everything specified in the setup wizard will be set.

Once the Refresh Test Environment Wizard has been configured, you can refresh the test environment from the live at any point by selecting Help > Refresh Test Environment with in the TimeTrak Administrator console as per below.

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