Copying a Live Site to Demo
Over time, changes are often made to live sites that are not also made on an organization's demo site. You may want to update your demo site to match the live site to ease testing of new processes, for training, etc.
LegalServer can replace an organization's demo site with a copy of the live site if site administrators do not want to manually update the demo site.
This does the following:
Replaces all processes, forms, and profiles on the demo site with those on the live site.
Replaces all data (cases, timeslips, users, etc.) on the demo site with the data from the live site.
Replaces all reports on the demo site with those from the live site.
Does not copy documents (including any logo files) or document templates (see * below) from the live site.
How To Request:
Start the process by filing a ticket from your site (Help menu > Support Request). Put the following obligatory text into the ticket description:
"I request that LegalServer copy our live site to our demo site. I understand this will remove all information from the demo site, replacing it with the information on the live site at the time the copy is performed, and that documents (including templates and logos) are not copied. I authorize LegalServer to bill us $400.00 for this service."
After we receive payment, we will typically perform the copy within a week. If you have a specific deadline to meet, contact us and we will try to accommodate it.
There is no downtime for the live site, but the demo site will be offline for up to an hour.
Note: User information is copied, including login credentials, so usernames and passwords on the refreshed demo site will initially be the same as the live site (but will diverge thereafter, like everything else).
Note: Any Scheduled Reports on the live site are deleted from the new demo database. People are sad if they start getting duplicate emails from two sites.
Note: If your site has the SMS module, the Twilio phone number is deleted from the new demo database to prevent bad things when two sites have the same number. Site administrators wishing to use SMS on the refreshed demo site will need to manually re-enter the number on the Admin > SMS & Telephony page.
The phrases "refresh demo" and "refresh from live" are here because those are common searches.
* Documents not being copied includes document templates. This will result in errors on forms that reference templates, such as the "Document Packet Generation" block some sites use in the pro bono referral process. Administrators will need to configure such blocks to remove the template references, and optionally upload any desired templates to the demo site, map them, and select them in these blocks.