Is it possible to export all the customization done in the DEV instance?

Valerio M_ · ‎06-17-2019

Hello everyone,

I'm working on the DEV instance (Madrid version) on GRC - Policies and Compliance for a long time. I've customized a lot of different fields, tables, labels and so on. I would like to export this work in a different instance.

I would like to know how to do it. I've read that I cannot clone my dev instance but I hope that is not true.

If possible, how can I copy all my data on the target instance? Could I export "my library" to another dev/prod instance avoiding the erase of current data maybe using update sets? Who already made it could share the procedure and possible issues?

Thanks in advance

V.M.

Sushant Kadam1 · ‎06-23-2019

Hi Valerio,

Procedure to import and export data from each table is :

1. Navigate to your table form

2. Right click on form header.

3. Choose import or export from the header menu.

If you run through any other issue then please let me know.

Please Mark correct/helpful.

Regards,

Sushant

View solution in original post

ARG645 · ‎06-17-2019

When you say Dev instance, are you referring to your personal developer instance (PDI)?

Valerio M_ · ‎06-17-2019

Yes, exactly

mariochanes · ‎06-17-2019

Hello,
You can use an update set to contain all the changes youve made.
Then, you can export the update set from DEV > import the set into PROD via "Retrieved updated sets".
For the data, export it all the data to XML from each table > import XML in prod.

Normally we create the update set first, then proceed to make all the necessary changes.
In this case you can find all your updates in this table(sys_update_xml).
After you found all your changes, move them all into a new update set for exporting.

While typically frowned upon, I'm confident ServiceNow customer support will help you to clone from DEV to PROD
(Assuming you own the dev instance[I believe SN can not help you move data from a personal instance]).

Valerio M_ · ‎06-20-2019

Hi Mario,

thanks again for your answer. Could you better explain via "Retrieved updated sets"?

I followed the official procedure:

From source instance (DEV): New update set from DEV / State Complete / Application: GRC Policy and Compliance Management / Export to XML

From target instance (DEV): System Update Sets > Retrieved Update Sets > Import Update Set from XML > ??? (In this case, I selected the update set uploaded and press Create Application File)

After that nothing change on the target DEV instance.

Moreover, could you state a procedure to export all the data to XML from each table > import XML in prod. The documentation is very ambiguous.

Thank you very much