Regarding Update Set

[Community Alums]

What is Update Set and how to navigate it ?

[Sujatha V M]

@Community Alums   An update set is a group of configuration changes that can be moved from one instance to another. This feature allows administrators to group a series of changes into a named set and then move them as a unit to other systems for testing or deployment.

An update set is an XML file that contains:

• A set of record details that uniquely identify the update set.
• A list of configuration changes.
• A state that determines whether another instance can retrieve and apply configuration changes.

Update sets track changes to applications and system platform features. This allows developers to create new functionality on a non-production instance and promote the changes to another instance.

Search for update set in the navigator and click on "New' to create the update set according to the scope. You must first create this and make sure the update set is selected for capturing the configurations. If not set, it will captured in "Default" update sets (accordingly to the scope ie. Global or any application).

Please mark this as helpful and accept it as a solution if this resolves your query.

Thanks,

Sujatha V.M.

[Community Alums]

Hi @Community Alums ,

Please refer to this link this will help you alot

https://www.basicoservicenowlearning.in/2020/02/servicenow-update-set.html

Please mark my answer correct and helpful if this works for you

Thanks and Regards 

Sarthak

[Adarsh3003 · Accepted solution]

Hi @Community Alums,

An update set in ServiceNow is a powerful feature that allows administrators and developers to group a series of configuration changes into a named set. These changes can then be moved as a unit from one instance to another for testing or deployment. Here are the key points about update sets:

1. Purpose of Update Sets:

   • An update set captures customizations, configurations, and changes made within a ServiceNow instance.
   • It allows you to bundle these changes together and move them between instances (e.g., from development to test or production).

2. Components of an Update Set:

   • Record Details: Each update set has a unique identifier and contains a list of configuration changes.
   • Configuration Changes: These changes can include modifications to tables, fields, business rules, client scripts, UI policies, and more.
   • State: Determines whether another instance can retrieve and apply the configuration changes.

3. Use Cases:

   • Developers can create new functionality on a non-production instance and promote those changes to another instance using update sets.
   • It’s especially useful when you want to move customizations from a development environment to a production environment.

4. Considerations:

   • Be cautious when moving update sets between instances running different family release versions or features.
   • Loading an update set created on a newer family release into an older family release requires compatibility testing.
   • Avoid moving updates from newer family releases to older ones to prevent potential outages or data loss.

5. How to Use Update Sets:

   • Create an update set in your source instance.
   • Add customizations (e.g., modify forms, create business rules) to the update set.
   • Mark the update set as complete.
   • Export the update set to an XML file.
   • Import the update set into the target instance.
   • Preview and commit the changes in the target instance.

Remember that update sets allow you to manage changes effectively and maintain consistency across different ServiceNow instances. 

If this is helpful for you, Please mark Helpful and Correct solution

Thanks & Regards
Adarsh Verma

[Dr Atul G- LNG]

Hi @Community Alums 

https://youtu.be/PiqySDp-6io