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    Esploro Sandbox Environments

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    You can safely test changes in Esploro using the Esploro sandbox environment. The Esploro sandbox provides a means for you to develop, test, and train without making your changes visible to patrons and compromising the data in your production environment. The sandbox environment is completely isolated from your production environment. Any actions performed in the sandbox do not affect your production environment, and any actions performed in your production environment do not affect the sandbox.
    As part of a standard Esploro offering, Ex Libris provides a standard sandbox for Esploro. The standard sandbox contains a significant amount of data provided by Ex Libris that you can use for staff training and testing business scenarios, new enhancements, and integration with other systems, without affecting your production environment.

    After "Go Live", Ex Libris also offers an Esploro premium sandbox (for an additional annual fee). This sandbox contains a full replication of the data and configurations from your Esploro production environment. It can also be used for training, testing, and development purposes. When you purchase the premium sandbox, it replaces your standard sandbox.

    • Most Esploro customers use the standard sandbox available from Ex Libris as part of the standard offering. The premium sandbox may be relevant in specific cases, as described below in Differences Between the Standard and Premium Sandboxes.
    • A single institution cannot have both a standard sandbox and a premium sandbox simultaneously.
    • The sandbox environments are updated with the new monthly releases two weeks before the general release to the production environments (typically, this means that the sandbox environment is updated on the second to last Sunday of each month; refer to the exact release schedule published by Ex Libris).
    • APAC customers must use the accelerated Esploro domain for production only. The sandbox does not support the accelerated Esploro domain.

    Esploro Sandbox Environments and the Implementation Timeline

    During the initial phase of implementation, Ex Libris provides access to the Esploro standard sandbox, which you use to learn and become familiar with Esploro as your institution is undergoing Esploro training.
    As you progress in your implementation of Esploro, you continue to use the Esploro standard sandbox for training purposes. During training, focus on end-to-end business processes and prepare your project team to review product functionality and test data migration following the delivery of the Esploro production environment. After you receive your Esploro production environment during the implementation phase, the majority of your implementation work will take place on the Esploro production environment until "Go-Live." However, it is still common to continue to use the standard sandbox to assist in configuring your required integration and authentication setup, and to perform internal staff training. Upon "Go-Live," when your Esploro production environment contains your "live" data, the sandbox remains an especially useful environment for ongoing staff training and testing new features with each Esploro release, before using these features on your live Esploro production environment.
    If you are using your sandbox for authentication with one of your IdP authentication systems, you must ensure that your sandbox domain/URL is recognized by your IdP system.
    A premium sandbox, which replaces your standard sandbox and contains all of your institution's data and configurations, is not available during implementation. 

    Esploro Sandbox Refresh Request

    Institutions with an Esploro standard sandbox are entitled to request a refresh from the clean, standard Ex Libris training data up to once every quarter. Each sandbox refresh is not performed automatically; you must request one explicitly. To request a sandbox refresh, you must open a support case in the Ex Libris customer center CRM indicating your institution's name and the desired time frame for the sandbox refresh. You must provide at least 30 days notice between the request and the desired refresh date (refresh requests may not be for future quarter schedules). Ex Libris will schedule the standard sandbox refresh based on the request and availability of cloud operation scheduling, and will update you with the final planned schedule through the CRM support case. During the actual refresh process (which typically lasts up to 4-5 days, depending on the institution size), the sandbox will be unavailable. Once completed, the CRM support case is updated accordingly.
    Premium sandboxes are automatically refreshed by Ex Libris twice a year, in February and August, on the Sunday after the Esploro release on production environments. For more information, see Ex Libris New Premium Sandbox Policy: Frequently Asked Questions.
    See Recommended Configuration to Account for Sandbox Refresh for one-time steps to perform so that authentication on your sandbox continues to work seamlessly after every refresh without any additional configuration, or with minimal configuration.

    Differences Between the Standard and Premium Sandboxes

    The following table lists the differences between the standard and premium sandboxes for several key areas and tasks within Esploro.
    Esploro Standard vs. Premium Sandbox
    Area of Esploro Task Supported Sandbox Type
    Training Esploro training during implementation Standard (premium not available before "Go Live")
    Try out and learn new functionalities and features following a release; ongoing training following "Go Live" Both standard and premium
    Data services Load patron records
    • Standard – Up to 10K additional records (beyond the standard sandbox data)
    • Premium – Up to 50% or 100K (whichever is less) additional patron records beyond the total managed on the production environment
    Import bibliographic data (including e-books, digital resource metadata, and authority records)
    • Standard – Up to 100K additional records (beyond the standard sandbox data)
    • Premium – Up to 20% or 500K (whichever is less) additional records beyond the total number of bibliographic records managed in the production environment
    Classification and heading enrichment
    • Standard – Not supported.
    • Premium – Data copied from production is enriched. New data, created in the sandbox, is not enriched.
    Load digital objects to the Esploro cloud storage (Amazon S3)
    For the premium sandbox, files that belong to records that are refreshed from the production environment can be viewed, but cannot be modified.
    • Standard – Up to 10Gb total storage size
    • Premium – Up to 50Gb total storage size
    Perform global data changes Both standard and premium
    Search for records in the Community Zone, see what e-records are available, activate global e-inventory in the Institution Zone Both standard and premium
    Fulfillment and courses Test changes to fulfillment such as fulfillment configuration, loans, requests, fine/fee assignment, notices, and courses Both standard and premium
    Standard is limited to 1,000 reading lists (including Leganto).
    Acquisitions Perform trial runs of EDI and EOD Both standard and premium
    Perform trial runs of fiscal period closure Both standard and premium
    Test acquisition workflows, such as purchase order claims and cancelations, or returns of material Both standard and premium
    Export requests for payment Both standard and premium
    System administration Test changes to authentication settings Both standard and premium
    Test changes to configuration settings Both standard and premium
    API integrations testing Test Esploro API developments
    Analytics APIs are not available on either a standard or premium sandbox. They are available only in a production environment.
    Both standard and premium
    Data and configuration refresh Refresh the sandbox data and configuration. This deletes all data and configuration on the sandbox and replaces it with:
    • Standard – The standard data and configuration that Ex Libris provides (handled by opening a support case in the Ex Libris customer center CRM)
    • Premium – The copy of your most recent production data and configuration (handled automatically twice a year, in February and August, on the Sunday after the Esploro release on production environments)
    Both standard and premium, as stipulated
    Data anonymization Acquisitions and patron data anonymization, as follows: 
    • Patron anonymization:
      • Patron primary Id/username, first name, middle name and last name are scrambled, and the original characters are truncated to a certain number of characters and reversed.
      • Patron emails are set to fixed dummy emails.
      • Patron phone numbers are set to fixed dummy phone numbers.
      • Patron addresses are set to fixed dummy addresses.
      • All user related notes, identifiers and attachments (notifications) are deleted.
      • All request-related names, emails and attachments (notifications) are deleted.
      • Patron search index is re-set with the newly anonymized data, so the original pre-anonymized patron-related data is not searchable.
      • Patron history is truncated.
    • Acquisitions anonymization:
      • Acquisitions tables (FUND, FUND TX, PO, POL, INVOICE) are truncated, so the Sandbox data does not match the production data.
      • Information related to orders (POL) is deleted.

    Data anonymization is optional, and can be done for only for Patron data or Acquisitions data or both (or none, in which case, all data is copied to sandbox as-is). You can modify the data anonymization behavior that was set for your institution (handled by opening a support case in the Ex Libris customer center CRM).

    Premium
    Logo customization Customize the sandbox with your own logo and color scheme. Note that a sandbox refresh resets all customizations performed on the sandbox. Both standard and premium

    Additional Considerations

    The following are additional considerations to take into account regarding the Esploro sandboxes:
    • Neither the Esploro premium nor the Esploro standard sandbox includes Esploro Analytics. Esploro Analytics runs on top of a designated data warehouse (not on top of production data), in a read-only mode. Since production data is not impacted, it is safe to use the Esploro Analytics available using the production environment to test and develop new reports (a sandbox is not required).
    • In an Esploro standard sandbox, data and configurations on the sandbox are reset with every sandbox refresh. In an Esploro premium sandbox, all data and configurations are copied from your production environment as part of a refresh. These replace any data and configurations on the sandbox. 
    • Both the Esploro premium and Esploro standard sandboxes are limited to 30 active/distinct users who may log in (you may create generic users for sandbox login such as TEST_1, TEST_2, and so forth).
    • A single institution cannot have both a standard and a premium sandbox environment. Following "Go Live", you must choose between these two options.

    Multiple Sandboxes in a Collaborative Network

    For a collaborative network, Ex Libris provides two Esploro standard sandboxes as part of a standard subscription. If your collaborative network implements a Network Zone, Ex Libris provides an additional Esploro standard sandbox for the Network Zone, which is linked to the sandbox members. A collaborative network acquiring the premium sandbox option can choose the number of premium sandboxes to acquire (based on sandbox guidelines noted below). Typically, a collaborative network implementing a Network Zone purchases a Network Zone premium sandbox (a copy of the Network Zone), and several premium sandboxes to serve as copies of selected representative member institutions. If any member institution opts to acquire a premium sandbox, you must purchase a Network Zone premium sandbox as well. Standard and premium sandboxes cannot be mixed within a collaborative network (they must be all standard or all premium). If one institution member opts for a premium sandbox, all of the other entitled sandboxes in the network, including the Network Zone, must upgrade to premium as well.

    Additional Information

    To simulate production-like results in an Esploro sandbox when performing a search, holdings of all members are included, including the holdings of members that do not have a premium sandbox.
    Member institutions that do not acquire premium Esploro sandbox are able to test their views within the preview sandboxes (to test search functionalities, UI changes, etc.) The preview sandbox uses data that is copied from the institution's production environment. However, configuration changes can be made only after acquiring a premium sandbox.
     
    Esploro Sandbox Topology Guide for Collaborative Networks
    Implementing a Network Zone Default Standard Sandboxes Recommendations for Premium Sandboxes
    Yes Total of 3:
    • 1 standard for the Network Zone
    • 2 standard shared by member institutions
    • 3 premium to replace the standard sandboxes (Network plus two members)
    • Additional premium sandboxes can be purchased
    No 2 standard shared by all institutions
    • 2 premium to replace the standard sandboxes
    • Additional premium sandboxes can be purchased

    Differences Between the Esploro Sandbox and the Production Environment

    As discussed in Overview of the Esploro Sandbox Environments, the Esploro sandbox and production environments are completely separate from one another and cannot impact one another. The sandbox provides you with a safe environment for training and testing.
    The following table delineates the main differences between the Esploro sandbox (both standard and premium) and your production environments.
    Esploro Sandbox vs. Production Environment
    Area of Esploro Esploro Production Esploro Sandbox
    Email services Email services are active by default, using real email addresses that were loaded to Esploro from SIS and other sources Email services are disabled by default. You can activate the email services (for testing purposes) by entering email addresses in the Email Include List mapping table. Email services are handled in this manner in order to prevent unintended emails from being sent.
    Esploro Analytics Provided as part of Esploro and accessible to Esploro users. Esploro Analytics supports the creation and testing of new reports without distributing them, providing limited access to specific users. This enables you to test new reports prior to their distribution. Esploro Analytics is not part of the sandbox. Instead, new reports can be safely created and tested in your production environment before distributing them to production users. Analytics APIs can also be used with a production environment and are read-only in nature.
    Number of users Limited according to your subscription parameters Limited to 30 active/distinct users who may log in.
    Integrations with third-party systems All integration interfaces are available and enabled by default.
    FTP for publishing to Primo is available in a modified form (see below).
    Other integrations involving FTP are disabled by default. You can enable specific FTP addresses for communication by entering FTP host names/IP addresses in the FTP Include List mapping table (see Configuring Allowed S/FTP Connections During Testing). This enables the testing of FTP-related integrations with third-party systems.
    All other integration interfaces are available and enabled by default.
    Community Zone contribution jobs Ability to contribute bibliographic record changes and other electronic resources to the Community Zone is available from the production environment. You can define publishing and other jobs as required.

    Users of sandbox environments can use the Community Zone, but will not be able to make changes or contribute material to the Community Zone from sandbox environments.

    The sandbox environments will not include any Community Zone updates for activated Community Zone content.

    Scheduling of jobs Ability to automatically schedule jobs according to the available scheduling options. The automatic scheduling of jobs is unavailable on sandbox environments.
    You can run jobs manually on demand by selecting Run Now (when available) on the profile configuration page, or by selecting Run Now for the job in the Scheduled tab on the Monitor Jobs page (Administration > Monitor Jobs).
    Environment infrastructure The Esploro production environment runs on a highly scalable infrastructure, using high availability and redundancy capabilities across all layers of the infrastructure.
    The production infrastructure can scale and accommodate a high performance load.
    Sandbox environments use scaled-down infrastructure that provide you with cost-effective testing environments.
    The sandbox environment does not match the production environment in sizing/strength and cannot be used to benchmark/time batch loading of records or performance of API calls.
    Digital objects in the Ex Libris cloud The production environment includes the digital resource metadata and all the digital objects loaded to the Ex Libris cloud storage, according to the subscription agreement. Sandbox environments (premium or standard) do not contain a replication of the digital objects that were loaded by the customer to the Esploro production environment. Note that the premium sandbox will contain the digital resource metadata.