on - edited on by
Steph Morillo
If you miss any content, please leave it as a comment and I will add it to this article.
| Table of Contents |
My library Knowledge Sources To Go is very popular, but it was intended mainly as a thematically grouped guide to standard sources and was provided by me as a PDF file. For certain topics, however, there is so much content that I can no longer include it in that document, as it cannot continue to grow forever.
For this reason, I have decided to handle such topics in individual community articles like this one instead.
Introduction
There are several methods for moving data from one instance to another. All of these methods assume you need to periodically move a collection of records from a table on one instance to a table on another instance.
XML-based Data Transfers
To occasionally migrate data from one instance to another, you can export XML data from one instance and import it to another. This method ensures that all fields and values are transferred exactly. Migrating data in an XML file saves time for unscheduled data imports because there is no need to build an import set or a transform map.
Entry point to the official product documentation
XML Data Transfer Technical Best Practices
Covered in this guide:
- XML Data Export Technical Best Practices
- Import Records as XML Data
Update Sets
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.
Entry point to the official product documentation
Articles & Blog Posts
2019-11-11 by Michael Ritchie
Add to Update Set Utility Documentation and Custom Configurations
The Add to Update Set Utility is a set of scripts that methodically add related records to an update set "automagically". This Utility has been used for several years by 1000's of customers, partners, and employees. Behind the scenes when you click the "Add to Update Set" Related Link on a record or List Drop-down Action, it checks a list of pre-defined tables and will not only add the record you are currently viewing, but add other important related records too automatically.
2020-06-17 by Ashley Snyder
Update Sets - Things I wish I knew
This article includes some basic best practice points about update sets and things I've learned over the years. The information here has been gathered from various sources which I have attempted to reference to, and my own personal experience on the platform.
2021-08-09 by ServiceNow Support
Revert customised record to OOB and transfer via Update-set for Upgradeability
2023-06-13 by @The SN Nerd
Everything You Need To Know About Using Update Sets
Did you know that Update sets are ServiceNow's least preferred method of publishing applications? Despite this, they still have a place on the platform and won't go anywhere soon. Based on my LinkedIn poll, most ServiceNow developers still use update set to move configuration changes across their ServiceNow instance.
Videos & Podcasts
2019-06-16 by Göron Lundqvist
Update set administration in ServiceNow
In this video I go through:
- How update set works
- How you can use Parent/Child relationship between them
- How to move updates between different update sets
- How to use Merge update sets.
2019-10-28 by GSI, Inc
Join us for a webcast as we discuss best practices to ensure clean deployments and lessen confusion when dealing with update sets in ServiceNow. In this presentation, you will learn:
- Naming Conventions
- Merging and Bundling
- Force to Update Set
- Good Habits and Things to Avoid
2020-04-13 by SAASWITHSERVICENOW
What is Update Set in ServiceNow and How to Manage Update Sets in ServiceNow
In this video you will learn:
- What are update sets
- Update Set movement planning process
- How to create and move update sets
- How to manage conflicts and collisions in update sets
- Update Sets movement instances path
2021-12-03 by ServiceNow Dev Program
Update Sets and Multiple Scopes Script
On this episode, we will be building a script to fix update sets with multiple scoped versions by creating a child for each scope and moving the updates. Crack a beverage and come join us!
2022-01-25 by GlideFast Consulting
How to Move Updates Between Update Set
In this ServiceNow Tutorial, Technical Consultant Laurence Tindall gives a demo on How to Move Updates Between Update Sets in ServiceNow.
2024-06-03 by Allenovation
What You Should Know About Backing Out a ServiceNow Update Set
Watch this video to learn about the various nuances and complexities involved when trying to back out a ServiceNow Update Set.
Troubleshooting
Update Sets resource page (KB0541835)
Instance Data Replication (IDR)
Instance Data Replication gives administrators the ability to define and sync data across 2+ ServiceNow instances. IDR supports the replication of field-level data between instances and ensures changes are persisted from producer to consumer instances. Setting up replication between producers and consumers on each instance is as simple and easy. IDR can be used to replicate specific fields or tables across production instances, test instances, or between test and production.
Entry point to the official product documentation
Articles & Blog Posts
2021-05-14 by Sandeep Kumar
Instance Data Replication and its Configuration, Plugins, Version
Videos & Podcasts
2020-12-19 by ServiceNow Community
Exchange data between ServiceNow instances with IDR
Join us for this webinar to find out how fast and easy it is to configure a ServiceNow-to-ServiceNow® data integration with Instance Data Replication (IDR). Every day more customers like you are increasing the number of instances they use. Additionally, they are exchanging data with other ServiceNow customers. Why not supercharge your efficiency while making things easier, too?
2021-07-19 by Aaron Lukas
Instance Data Replication Cloning Best Practices
This video shows the correct cloning configuration and best cloning practices with the Instance data replication plugin installed.
Troubleshooting
How to Check Licensed Usage of Instance Data Replication (IDR) (KB0963464)
Remote Instance Spoke
Integrate your local and remote ServiceNow instances to export, import, and manage records from your local instance.
Entry point to the official product documentation
Trainings & Courses
Integration Hub: Implement Remote Instance Spoke 🧪
Hands-on lab session covering how to use Flow Designer and Integration Hub with the new remote instance spoke to sync data between two instances.
Articles & Blog Posts
2021-01-28 by ServiceNow Support
Remote Instance Spoke Configuration
This article explains how to configure ServiceNow Remote Instance Spoke.
2021-01-29 by ServiceNow Support
In this scenario we will demonstrate how to use the Export Incident Record from a Local Instance to Remote instance using ServiceNow Remote Instance spoke action "Export Incident Record"
Integration Hub Remote Process Sync
Integration Hub Remote Process Sync enables you to set up one-way or bidirectional integrations among multiple ServiceNow instances so that your process flows stay in sync.
Entry point to the official product documentation
