Is it Possible to Save My Work When Upgrading My ServiceNow Instance Version?

[Fatima Zahra At]

Hello community,

Pls I want tto upgrade to a newer version of ServiceNow, and I want to ensure that all my existing work, customizations, and configurations are preserved throughout the upgrade process.

I want to know how to safeguard my work and ensure a seamless transition to the upgraded version.

If any of you have gone through a similar upgrade process or possess valuable insights into preserving work during ServiceNow instance version upgrades, I would highly appreciate your advice and recommendations.

Thank you

[Tony Chatfield1 · Accepted solution]

Hi, if you are upgrading a PDI, then there should be no impact to your customizations and data.

But when customizing a PDI you should be

• Using update-sets, just as you would in a real-world environment.
• Completing the update-sets when your development is done, and then exporting the update-sets to XML, so that you can reload\recover them if necessary.
• If you have created test\reference data you should also be exporting the contents of any data table to XML anytime you update the data or add\remove fields on the table (so your xml data backup is still aligned with your table).

if you are not backing up your PDI data and configuration changes in real time, then you effectively acknowledging that the data and configuration are not important to you and that you are happy to lose all of it at any time.