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The Adobe Workfront Custom Refresh Sandbox environment

Last update: Tue Oct 01 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • Admin

The Custom Refresh Sandbox is an environment where you can test and work using data from your production environment. It’s also ideal for running trainings and determining setup functionality.

NOTE
This is different from the Preview Sandbox, which is also a testing environment that replicates your Workfront production environment.

  • New features are introduced to the Preview Sandbox before they become available in Production.

  • New features are not introduced to the Custom Refresh Sandbox before they become available in Production.

    Also, there is an additional cost to obtain the Custom Refresh Sandbox that is not required for the Preview Sandbox.

    For more information about the Preview Sandbox, see The Adobe Workfront Preview Sandbox Environment.

Access requirements

Expand to view access requirements for the functionality in this article.

You must have the following access to perform the steps in this article:

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Workfront plan Business or higher
Workfront license

Plan

You must be a Workfront administrator. For information on Workfront administrators, see Grant a user full administrative access.
Support package

Plus, Preferred, or Enterprise

The standard support package does not have access to the Custom Refresh Sandbox, but it does have access to the Preview Sandbox.

For more detail about the information in this table, see Access requirements in Workfront documentation.

Refreshing the Custom Refresh Sandbox

The Custom Refresh Sandbox contains your actual production data, and it does not refresh until you schedule it to do so. You can schedule a refresh any time is convenient for you, as frequently as once a week.

NOTE
  • You cannot schedule a refresh for the current day. For example, if today is June 1, the earliest day when you can schedule a refresh is June 2.
  • The scheduled refresh occurs sometime during the night, based on the user’s cluster (US clusters refresh during night in the US). The specific time is unpredictable due to other customers in the queue and how much data is refreshed. If the queue has many large customers, your refresh may not run until later that day, or the next day.
  • Your Custom Refresh Sandbox always has the same product features as your production environment. However, when you refresh your Custom Refresh Sandbox, it preserves branding only for the login screen background color. The login screen and navigation bar logos are reset to Workfront defaults, and any branding images you modified prior to the refresh do not display.

Access the Custom Refresh Sandbox from your Production environment access-the-custom-refresh-sandbox-from-your-production-environment

As a Workfront administrator, you can access your Custom Refresh Sandbox from your production environment.

NOTE
If your account is on Cluster 4 (EMEA Cluster), you cannot access your Custom Refresh Sandbox from the Production Environment. For more information about how you can access your Custom Refresh Sandbox when you have an account on Cluster 4, see Access the Custom Refresh Sandbox for Accounts on Cluster 4 (EMEA Accounts) Access the Custom Refresh Sandbox for Accounts on Cluster 4 (EMEA Accounts).

To access your Custom Refresh Sandbox:

  1. Click the Main Menu icon in the upper-right corner of Adobe Workfront, then click Setup .

  2. Click System >Preferences.

  3. In the Test Environment section, click Sandbox 1 or Sandbox 2.

    Your support package specifies whether you have access to one or two Custom Refresh Sandboxes.

  4. Log in using your Custom Refresh Sandbox credentials.

    Your Custom Refresh Sandbox credentials are the same as your production credentials, unless you have changed your production credentials since you last refreshed your Custom Refresh Sandbox. The logins are synchronized only when a refresh occurs. They do not synchronize automatically.

    The Custom Refresh Sandbox shows the version as well as the last refresh date in the banner at the top of the screen. All information from production is available and ready to work with after a refresh completes.

Access the Custom Refresh Sandbox using a URL access-the-custom-refresh-sandbox-using-a-url

Any user can access the Custom Refresh Sandbox by using a URL.

Access the Custom Refresh Sandbox for accounts on Clusters 1,2,3, and 5 access-the-custom-refresh-sandbox-for-accounts-on-clusters-1-2-3-and-5

Depending on your Support package, you should have access to one or two Custom Refresh Sandboxes.

To access your Custom Refresh Sandbox using a URL:

  1. Navigate to this URL if you only have one Custom Refresh Sandbox:

    https://companyname.sb01.workfront.com (old URL//cr1.attasksandbox.com/.)

    Or If you have two Custom Refresh Sandboxes, in addition to the URLs above, you can also go to the following URL to access your second Custom Refresh Sandbox:

    https://companyname.sb02.workfront.com (old URL//cr2.attasksandbox.com/)

  2. On the login screen, log in using your Custom Refresh Sandbox credentials.

  3. Your Custom Refresh Sandbox credentials are the same as your production credentials, unless you have changed your production credentials since your Custom Refresh Sandbox was last refreshed. The logins are synchronized only when a refresh occurs. They do not synchronize automatically.

Access the Custom Refresh Sandbox for Accounts on Cluster 4 (EMEA Accounts) access-the-custom-refresh-sandbox-for-accounts-on-cluster-4-emea-accounts

If your Workfront account is on Cluster 4 (EMEA cluster), you can access your Custom Refresh Sandbox only using a URL. To find out what cluster your account is on, contact our Customer Support team.

Depending on your Support package, you should have access to one or two Custom Refresh Sandboxes.

To access your Custom Refresh Sandbox using a URL:

  1. Navigate to this URL if you only have one Custom Refresh Sandbox:

    https://companyname.sb01.workfront.com (old URL//cr3.attasksandbox.com)

    Or

    Go to either one of these URLs if you have two Custom Refresh Sandboxes:

    https://companyname.sb01.workfront.com (old URL//cr3.attasksandbox.com)

    https://companyname.sb02.workfront.com (old URL//cr4.attasksandbox.com)

  2. On the login screen, log in using your Custom Refresh Sandbox credentials.

    Your Custom Refresh Sandbox credentials are the same as your production credentials, unless you have changed your production credentials since your Custom Refresh Sandbox was last refreshed. The logins are synchronized only when a refresh occurs. They do not synchronize automatically.

Schedule a refresh of your Custom Refresh Sandbox

IMPORTANT
The duration of the refresh depends on the size of the data being refreshed. During the refresh process, it is critical that your custom refresh sandbox environment is not being used in any way (including API calls and integrations) as this will prevent the sandbox refresh from successfully finishing. Workfront will disable the custom refresh sandbox environment before it begins but you must end any active sessions to ensure that your sandbox refresh is successful.

After you schedule a refresh of your Custom Refresh Sandbox, you can cancel it by clicking Cancel at the top of the page. You can also reschedule it for a later time.

NOTE
You cannot schedule automatic sandbox refreshes.

To schedule a refresh of your Customer Refresh Sandbox:

  1. Log in to your Custom Refresh Sandbox.
  2. Click Schedule in the banner at the top of the screen and select a date from the calendar.
  3. Select a date for when you want the refresh to happen, then click Schedule Refresh.

Switch to Production from the Custom Refresh Sandbox

  1. Log in to your Custom Refresh Sandbox.

    For more information about accessing your Custom Refresh Sandbox, see Access the Custom Refresh Sandbox from your Production environment or Access the Custom Refresh Sandbox using a URL.

  2. Click Go To Production in the banner at the top of the screen.

    Remember that work done in the sandbox will not be visible in the production environment, as the transfer of data is unidirectional, from production to your Custom Refresh Sandbox, and not in reverse.

Receive emails from the Custom Refresh Sandbox

Workfront disables all email communication from the Custom Refresh Sandbox environment. If you want to receive email notifications from the Custom Refresh Sandbox environment, you must enable this functionality in your user settings. For more information about enabling email notifications in the Custom Refresh Sandbox environment, see Enable delivery of emails from the Preview Sandbox environment.

NOTE
Report delivery and push notifications on the mobile app are always disabled for the Custom Refresh Sandbox environment. Neither you nor the Workfront administrator can enable report delivery or push notifications for the mobile app when you access the Custom Refresh Sandbox environment.
For more information about report deliveries for the production environment, see Report delivery overview.For more information about push notifications on the mobile app for the production environment, see the section in .

Configure Single Sign-On in the Custom Refresh Sandbox

If you want to configure your Custom Refresh Sandbox to work with a Single Sign-On solution, you can do so by configuring it separately from your Production environment. The SSO configuration in the Custom Refresh Sandbox is independent from your SSO configuration in the Production environment.
When you refresh your Custom Refresh Sandbox, the SSO information is not copied from your Production environment to overwrite the Custom Refresh Sandbox configuration.

The steps for configuring single sign-on in the Custom Refresh Sandbox are similar to those for configuring it in the Production environment.
For more information about configuring Workfront with SSO, see Overview of single sign-on in Adobe Workfront.

NOTE
This is not available if your organization’s Workfront instance is enabled with Adobe IMS. See your network or IT administrator if you need more information.

Automatic recalculation of project timelines

Recalculating timelines allows managers to see how forces outside of the project are impacting the project’s timeline. A project’s timeline refers to the planned and projected dates for the project.

As a Workfront administrator, you can configure when Workfront automatically recalculates project timelines. Workfront can recalculate project timelines either every night or when the project scope changes, or both.

For information, see Configure timeline recalculations for projects.

For the Custom Refresh Sandbox environment, the nightly recalculation is disabled, and the project timelines are not recalculated automatically. You must manually recalculate the project timeline for the Custom Refresh Sandbox environment. For information, see Recalculate project timelines.

Intended use and availability

  • Workfront Custom Refresh Sandbox environments are not intended for performance or load testing. Rather, use these environments to validate feature functionality with your organization’s existing workflows.

  • Workfront Custom Refresh Sandbox environments are intended to be always available. Any outage to a Workfront Custom Refresh Sandbox environment during regular business hours will be a first priority immediately after any Production issues are resolved if any exist. Any outage to a Workfront Custom Refresh Sandbox environment on weekends (Saturdays and Sundays) will be addressed so that the environment is running for business hours on Monday.

  • Proofing is not available in the Custom Refresh Sandbox environments.

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