Installing and configuring Service Exchange for Consumers

  • Release version: Xanadu
  • Updated December 2, 2024
  • 1 minute to read
  • As a consumer, follow these steps to set up the Service Exchange for Consumers application for Manufacturing Commercial Operations.

    Pre-installation checks

    Check the glide.servlet.uri property: Ensure that the glide.servlet.uri property in the Glide instance is set to the correct instance URL. An issue can occur when an instance is cloned from production, but still refers to the production URL for the glide.servlet.uri property.

    Table 1. Setting up Service Bridge for Consumers
    Task Link
    Install the Service Exchange for Consumers application. See Install Service Exchange for Consumers.
    Upgrade from version 1.x.x of Service Exchange for Consumers if required. See Upgrade Guide - Service Bridge for Providers and Consumers application (v2.x.x release - KB1700387).
    Add Service Exchange roles for consumers. See Personas for consumers.
    Register with a provider. See Registering with a provider.
    Activate entitlements. See Activate entitlements in Service Exchange.
    Configure consumer pre-flows. See Service Exchange consumer pre-flows.
    Add authorized users. See Add an authorized user.
    Create transforms. See Create a transform in Service Exchange.
    Create remote tasks to sync data. See Create remote tasks to sync data.
    Configure settings. See Configure settings on the consumer instance.