How to transfer Standard Change Template from one instance to another

[Alex Ng]

Hi community,

Can anyone share with me on the procedures on how to import existing Standard Change Template from one instance to another? I want the existing Standard Change Template to be able to be selected from the Service Catalog.

Initially, I thought the Update Set will be able to migrate this together but apparently, I found some error about not able to find Standard Change Proposal Version record.

Therefore, if I were to do this manually via XML Export and Import, what are tables that I should be exporting/importing to make sure everything falls in place since I understand that, Standard Change Template created from record producer has workflows created?

Thank you.

[nayanawadhiya1]

Hey Alex,

You want Standard Change Template to be used from Service Catalog.

So, Have you check the Categories Named as Standard Change in Service Catalog.

Under Standard Change there is Catalog Template Management that should be active true if not make it true.

Then you'll access Standard Change Template from Service Catalog.

See below -

[Alex Ng]

Hi Nayan,

Sorry my explanation sounds confusing but I want to migrate my existing Standard Change Template from Instance A to Instance B.

However, I found that if I just do an XML Export through std_change_template table in Instance A and then XML Import to Instance B, it does not show up in my Standard Change Catalog on Instance B.

Thanks.

[Dominik Simunek]

If you exported/imported only the std_change_template record you are missing std_change_record_producer and the relations to Catalogs and Categories I guess. You need to link it to correct Catalog and Category.

Try to create new update set, propose new template and approve it - then you will see what is tracked within update set. For me it was this:

That means template, producer and links of producer to catalog and category.

Best regards,

Dominik

[nayanawadhiya1]

Ok. No Problem

Have you capture the Catalog Items from Instance A in an Update set by updating in Instance A?

If yes, then export that update set and import into Instance B.