Request a clone in the Clone Admin Console

Request a clone to copy data from a production instance to a non-production instance or to copy data between non-production instances.

Before you begin

Role required: admin

Configure your target instance before requesting your clone. Do the following:

• Navigate to the Configurations > Clone instances.
• Select New.
• Fill in the new clone instance form.

Note:

You can create multiple clone profiles and utilize a reusable clone template. Clone profiles enable you to select the correct exclusions and preservers for your clone.

Configure a clone profile. Do the following:

• Navigate to Configurations > Clone profiles.
• Fill in the new clone profile form.

Note:

Requests that are initiated via the classic page clone_instance.do won’t show up on the new clone console dashboard. However, they can still be found on the classic clone history page clone_instance_list.do.

Procedure

1. Navigate to All > Clone Admin Console > Clone Dashboard.
2. Select Request Clone.
3. On the form, fill in the fields.

   Table 1. Clone request form

   Field	Description
   Source instance	The instance you want to clone.
   Target instance	The instance you want to clone the source instance to. Note: You can add an instance or select an existing instance without leaving the page.
   Clone Profile	The clone profile to be used for your clone.
   Clone Scheduled Start time	The start time to begin cloning your instance.
   Email upon completion	The email to be notified of clone completion.

4. Select the following options that you want to configure for your clone.
   Note:

   Additional settings can be configured for your clone request, however, these options may significantly increase your clone completion time.

   • General options
     • The amount of data copied from large tables
       Note:

       By excluding this data, this can extend the time of your clone as the data is copied over from the source, and all data older than 90 days is removed.
     • Apply On-demand Backup
     • Clone frequency
   • Exclusions
     • Exclude tables specified in the Exclusion list
       Note:

       When a table is excluded, this also excludes all of its child tables. For example, excluding the task table, also excludes its child tables such as Incidents, problems, and change tables.
     • Exclude audit and log data
       Note:

       When sys_audit is excluded it will break the activity stream for records. The activity stream is built from the sys_audit table, so if it's empty all of the updates show as the username who created the record and display the created time.
     • Exclude attachment data
   • Preserves
     • Preserve theme
     • Number of days of in-progress Global Update Sets to be preserved
5. Select Continue.
6. Review your clone request summary and select Confirm and Submit Clone Request.