Create a snapshot to share and save data in ERP Customization Mining

Export and import ERP Customization Mining base data to save and share.

Before you begin

Role required: admin

Procedure

1. Navigate to All > ERP Foundation > ERP Customization Mining.
2. In the side panel, select the configuration icon ().
3. Select the Connect system button.
4. Select Export data.

   A check is performed automatically prior to exporting. For details about the process, see ERP Customization Mining snapshot prerequisite check.

   If another export is in progress, an export unavailable message is displayed. Select OK and view the Snapshots tab to monitor the progress.

   1. On the pop-up window, review the message and select Export data.

      An automatic export is only performed before an import because an import overwrites the existing data. An export saves the data for a later import. An automatic export saves the data as a backup.

      In the Snapshots tab, the automatic export is Pending. Select the refresh icon to see the Status change to In progress and then Complete.

      

      You can also check the task status on the All tasks tab.

      

      For more execution details, open Workflow Studio, select Operations, and select Flows. The flow named Export snapshot calls the sub flow Check set Snapshot to in progress, and then calls the sub flow Create Snapshot. For more information about viewing flows in Workflow Studio, see Workflow Studio.

   2. When the export is finished, go to the Snapshots tab on the Configuration page and select the completed export.
      
   3. On the snapshot record, in Attachments, select the actions icon and then select Download.
      

      Next, import the data into another system.

5. Select the Connect system button, and then select Import data.
   1. On the pop-up window, review the message and select the I understand and want to import option.
   2. Select + Add file.
   3. Navigate to your downloads folder, select the ERP mining snapshot zip file, and select Open.

      

      The zip process is done using the ServiceNow Integration Hub Professional Pack Installer plugin. If the plugin isn't installed, the process uses the existing zip functionality on the MID Server.

   4. In the pop-up window, select Upload.

      Validation is done automatically, for example, determining if there's an incomplete import job or an export job in progress.

   5. When validation is complete, select Import data.
   6. Check the status on the Snapshots tab.

      

   7. When the import is complete, manually run AI/ML to obtain candidates out of the new imported data by selecting the Connect system button and Run AI/ML.

      

      AI/ML runs once according to day automatically, but you can initiate the process manually at any time using the Run AI/ML option. The manual and automatic process are the same and identify technical clusters, then candidate identification, and, lastly, model extensions.

      View the All tasks tab to check the status.