Key to successful cloning of instances with SSO?

[Hangmanmio]

Hi everyone,

I need your advice, as I struggle with cloning Full PROD over SSO/MFA enabled TEST instance for my customer. 

I've read a lot of materials, KB articles and official documentation, but it still does not manage to retain multi-factor authentication working on the target, resulting in such messages: 

I used the following documentation as reference: 

• Data preservation on cloning target instances
• Clone an instance with a SAML integration
• Checklist before cloning an instance with Digest / SSO / SAML / Multi SSO Integration to prevent den...
• Users not able to login in cloned target instance using Multi Factor Authentication (MFA) - Support ...
• Exclude a table from cloning

Based on these, I have modified my Profile's list of Preserves and Excludes (I can paste both in a comment later). However, I do not know if this list if comprehensive. I also could not find any recommendation regarding the cleanup scripts, so I included them all.

In any case, I do have a number of questions:

• Should I preserve sys_user and related table - partially (maybe keep an admin user) or all?
• What tables should I include as Preserves and Excludes?
• What clean-up scripts shall I include in the profile? 
• Do you have an experience with cloning over a SSO enabled instance? What was your approach?

Thank you all in advance for the support! 

[Brian Lancaster]

I have never had an issue with this. It looks like the table for multi-factor are already setup in the preserve data. If you are using clone profiles you may want to make sure they are still part of the preservations.

[Hangmanmio]

Hi Brain, 

Thank you for the suggestion, I need to add 2 of those tables to the next attempt. Do you also preserve the roles on the target instance? 

Do you use a Profile (such as OOTB System) or do you request without? TBH I created a Profile, because that was the overall advice on the tutorials and I do not know an easier way to pick and choose which preserves/excludes will be included in the requested clone.

[Brian Lancaster]

I do have clone profiles come over but everything is setup like the OOTB system except for some cleanup script I wrote that are not related to multi-factor.

[Hangmanmio]

So, if I create a new profile, the OOTB settings will automatically be populated, correct? And on top of that I should just make sure that the MFA-related tables you mentioned earlier are all associated to this new profile?