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Copying production environment to sandbox environment

How do we duplicate our production instance in our sandbox instance.

We want to test an upgrade from version 2008.3 to 9.1 in our sandbox environment.  In doing so, we want to recreate our production environment in our sandbox and do a test run before we upgrade the actual production environment.  Can anyone point us to any technical documentation on how to copy of our production environment to our sandbox environment.

Thanks in advance,

Brian

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Copying production environment to sandbox environment

create RC and DM tables, run installer in that environment to same software version, disable SMTP traffic, overwrite DB with Prod DB, verify its working

NEVER turn on SMTP traffic

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