How To Refresh Munis Environment from Cloud Admin


Description of Issue
  • How do I copy all the data from the Live/Production Munis environments over to Test/Train/Impl within Cloud Admin?
  • Need to use Live data in a safe database for testing
  • Data problem in secondary database that is not occurring in Live.
Context
  • Munis
  • Cloud Admin
  • SaaS Hosted
  • System Administration
  • SQL
Cause

Need to copy Production to a Non Production Database to test processes before committing or train new employees.

Resolution

To Refresh a Non Production environment with Production data:

  1. Log in to https://muniscloud.tylertech.com with DATACENTER domain credentials
    1. If site is AWS log in to https://muniscloud.tylerhost.net with TYLERHOST domain credentials
  2. Click on System Management Tools > Environment Management
  3. Find the environment you want and click Refresh within its box
  4. Check off Create a backup before refresh? if you want to take a backup of the non-production environment before
    1. Check off Receive email updates? and enter your email if you want to be notified upon completion
  5. Click Continue to start the refresh

Once completed, Login to Munis for the destination environment.

  1. Open from the Tyler MenuSystem Administration > General Administration > System Settings to verify the appropriate environment. If incorrect:
    1. Click Update
    2. In the name section, append the following to the existing value (choosing the appropriate environment type).

      | Test/Train/Impl

    3. Click Accept.

  2. Open TylerCM for Munis settings from the Tyler Menu

    1. Verify the connection URL is pointing to the correct TCM environment and update if incorrect.

Additional Information

Environments need to match version numbers (including service pack)