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Install the latest Cascade Server version
Create a backup of the production database and import it as a new database
Point the test Cascade Server instance to the database created in the previous step
Disable publishing to destinations by issuing the following query to the database. This will prevent test assets from being published to the live site.

UPDATE cxml_destination SET isEnabled=0;

Disable email notifications by issuing the following query to the database. This will prevent emails from being sent regarding workflows, etc.

DELETE FROM cxml_preferences WHERE fieldName LIKE '%smtp%';

Note: This is not recommended. Setting up a test instance on the same machine as the production instance can cause serious performance degradation.

Install the latest Cascade Server version
Create a backup of the production database and import it as a new database
Point the test Cascade Server instance to the database created in the previous step
Disable publishing to destinations by issuing the following query to the database. This will prevent test assets from being published to the live site.

UPDATE cxml_destination SET isEnabled=0;

Disable email notifications by issuing the following the query to the database. This will prevent emails from being sent regarding workflows, etc.

DELETE FROM cxml_preferences WHERE fieldName LIKE '%smtp%';