Set up the source instance for an update set

Set up the source instance for an update set.

Avant de commencer

Role required: admin

Procédure

1. If IP address access control is enabled on the source instance, set up the target instance as an exception.
2. On the target instance, navigate to System Update Sets > Update Sources and select New.
3. Specify the connection settings as described in the table.

   Field	Description
   Name	Enter a unique name for the instance.
   Type	Specify whether the remote instance is a development, test, or UAT instance.
   Active	Specify whether the local instance can transfer update sets to the remote instance. Update sets can only be transferred to active remote instances. Remarque : Use the Active field to deactivate unwanted remote instances.
   URL	Specify the URL of the remote instance using the appropriate transfer protocol. Each remote instance record should have a unique URL. Remarque : Creating duplicate records with the same URL can cause errors. The remote instance must be on the same release family as the local instance. You can’t change the URL after the system verifies the connection.
   Username	Enter the user on the remote instance who authorizes transferring update sets to the instance. This user account must have the admin user role on the remote instance.
   Password	Enter the password of the authorizing user.
   Short description	Enter any other relevant information about the remote instance.

4. Select Test Connection.
   • If the connection is successful, a confirmation message appears.
   • If the connection fails, a warning message identifies the cause of the failure.
5. If the connection fails, modify the settings to establish connectivity.
   • You must establish connectivity before you can save the connection settings.
   • You must modify the source instance (for example, change the password).
6. Select and hold (or right-click) the form header and select Save.