Cloning and Upgrading with Clone Admin Console

BriayanH
Tera Contributor

‎09-27-2024 04:13 PM

Hi everyone,

This is my first ever clone and upgrade, and I am the sole person managing ServiceNow at my company. The previous admin left about 7 months ago, and I started 3 months ago, so I am still learning our ServiceNow setup. Most of my questions are based on the Clone Admin Console. 

  1. Exclusion List: It recommends turning off “exclude tables specified in exclusion list” since I am doing a full clone and upgrade. Should I actually do that? If I turn it off, how do I tell the clone console to exclude certain things? Do I just add the clone profile to the exclusion item?

  2. Excluding and Preserving Items: How can I avoid issues with LDAP, SSO, spokes, etc.? Should I put them in both the exclusions and preservers? And if I add them how do I find the exact table for them to add them? I don’t want sub-prod information to go to our 3rd party integrations like Workday. The previous admin had issues with LDAP/SSO, resulting in login problems to DEV & TEST environments after the clone.  I am particularly concerned about LDAP/SSO as I have no experience with them, and there is no documentation left by the previous admin. The last clone was done in July 2023.

  3. Audit and Log Data: Should I turn off “Exclude Audit and log data” if I am doing a full clone?

  4. Post-Clone Checklist: What should I look for after cloning? Is there a recommended checklist somewhere?

Fortunately, not a lot of custom development was done and I think most of it is out-of-box.

 

Any advice or best practices would be greatly appreciated. Thank you!

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Shashank_Jain
Kilo Sage
In response to Shashank_Jain

3 weeks ago

Hello @Johan Coetzer1 , Thanks for marking it as helpful!

If you have more doubts/question related to clone, you can post the question in community and tag me there. I will be more than happy to help and assist you!

 

Thank you!

 

If this works, please mark it as helpful/accepted — it keeps me motivated and helps others find solutions.
Shashank Jain
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Bert_c1
Kilo Patron

3 weeks ago - last edited 3 weeks ago

The following will help you with LDAP/SSO preservation on the target instance.

data-preservation.html

 

don't use Exclude tables as that will result in those table being truncated on the target. However, that is useful to prevent sensitive data (HR related, payrole,...) from being copied.  Review:

 

SystemClone.html

 

for more information. And you can always roll-back a clone it the outcome breaks something.