Migrating a solution from the NetSuite Sandbox to Production requires careful planning and validation to ensure a smooth transition without disrupting business operations. Below are key aspects to check before deploying changes to production.
1. Validate Custom Scripts and Workflows
- Script Deployment Status: Ensure scripts are enabled and deployed correctly in the appropriate execution context (User Event, Client, Map/Reduce, etc.).
- Script Parameters & Governance: Check script parameters and governance limits to avoid performance issues.
- Workflow Triggers: Verify that workflows are properly set up with correct triggers, transitions, and actions.
2. Review Custom Records, Fields, and Forms
- Custom Fields Mapping: Ensure that custom fields used in the sandbox exist in production and match the required data types.
- Forms & Permissions: Validate that any new or modified forms have the correct role-based permissions and field-level security settings.
- Saved Searches & Reports: Test all saved searches and reports to ensure data retrieval is accurate.
3. Data Migration & Integrity
- Test Sample Data: Upload a small set of test records to verify that data is transferred correctly.
- Data Dependencies: Check relationships between records (e.g., Items, Transactions, Customers) to avoid orphaned or incorrect data.
4. Integration and API Testing
- External System Connections: Verify that APIs, connectors (e.g., Boomi, Celigo), and third-party integrations function correctly.
- Authentication & Credentials: Ensure that API keys, tokens, and credentials are properly configured in production.
5. User Access and Role Permissions
- Role Testing: Confirm that users have the correct permissions for new functionalities.
- Sandbox vs. Production Access: Ensure that users do not have unintended access or restrictions in production.
6. Performance and Error Handling
- Performance Testing: Run tests to check for script execution time, SuiteCloud Plus Queue, and concurrency limits.
- Error Logs & Notifications: Monitor script logs and error messages to proactively resolve issues.
7. Go-Live Readiness & Rollback Plan
- Backup & Rollback Plan: Always have a contingency plan in case issues arise post-deployment.
- Communication & Training: Inform stakeholders about the deployment schedule and provide training if needed.
By thoroughly validating these aspects, businesses can ensure a successful and error-free NetSuite production deployment from the sandbox environment.