Cloning instances with Service Exchange

When installing Service Exchange, certain tables must be preserved or excluded to maintain connectivity after a clone.

If the default system profile is used, some of the Service Exchange table data isn’t preserved. To address this issue, you must create a custom clone profile with specific settings required for Service Exchange. Navigate to All > System Clone > Clone Profiles and select New to create a custom profile. For more details on clone profiles, see Create a custom clone profile (legacy). In this profile, you must validate if the following Service Exchange tables are included in the custom profile:

Note:

• If the same company isn’t present on the provider and consumer instances, the Company field is deleted, and the inbound and outbound connections move to an Error state.
• Even if the same company is present on both the instances, the Connection may be in an Error state. In this case, you must reestablish the connection and activate the Capture Definitions.

Service Exchange tables to preserve

The following scenarios describe how clone operations affect table data based on table configuration in the preservers and the exclusions tables list.

Table 1. Clone operation results by table configuration

Preservers tables	Exclusions tables	Result on target instance
Included	Included	Target table retains existing data. The system preserves existing records and copies no records from the source.
Included	Not included	Target table retains existing records and receives additional records from the source table. The system does not overwrite existing records.
Not included	Included	Target table is empty after the clone. The system discards existing target records and copies no records from the source.
Not included	Not included	Target table contains only source table data. The system replaces all pre-existing target records with records from the source.

Add the following Service Exchange tables to the Clone Profile Preservers list if they’re missing. Remove any Service Exchange tables that aren’t in this list.

Users	Table names
Provider	catalog_ui_policy catalog_ui_policy_action ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system item_option_new sc_cat_item_catalog sc_cat_item_category sc_cat_item_user_criteria_mtom sc_cat_item_user_criteria_no_mtom sc_category scan_finding scan_task sn_sb_authorized_user sn_sb_error sn_sb_identity sn_sb_known_error_code sn_sb_pro_authorized_user sn_sb_pro_consumer_connection sn_sb_pro_entitlement sn_sb_pro_provider sn_sb_pro_provider_task sn_sb_pro_registration sn_sb_pro_remote_choice_definition sn_sb_pro_remote_record_producer sn_sb_pro_remote_service sn_sb_pro_remote_task sn_sb_pro_remote_task_variable sn_sb_pro_service_bridge_settings sn_sb_pro_transform sn_sb_provider_task sn_sb_release sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport_profile sn_transport_queue sys_alias sys_user sys_user_has_role user_criteria
Consumer	catalog_ui_policy catalog_ui_policy_action ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system item_option_new sc_cat_item_catalog sc_cat_item_category sc_cat_item_user_criteria_mtom sc_cat_item_user_criteria_no_mtom sc_category scan_finding scan_task sn_sb_authorized_user sn_sb_con_authorized_user sn_sb_con_consumer sn_sb_con_entitlement sn_sb_con_inbound_field sn_sb_con_outbound_field sn_sb_con_persona (consumer side) sn_sb_con_provider_connection sn_sb_con_provider_task sn_sb_con_remote_record_producer sn_sb_con_remote_task sn_sb_con_remote_task_def sn_sb_con_remote_task_variable sn_sb_con_service_bridge_settings sn_sb_con_transform sn_sb_error sn_sb_identity sn_sb_known_error_code sn_sb_provider_task sn_sb_release sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport_profile sn_transport_queue sys_alias sys_user sys_user_has_role user_criteria

Service Exchange tables to exclude

Add the following Service Exchange tables to the Clone Profile Exclusions list if they’re missing. Remove any Service Exchange tables that aren’t in this list.

Users	Table names
Provider	ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system scan_finding scan_task sn_sb_authorized_user sn_sb_connection sn_sb_entitlement sn_sb_error sn_sb_identity sn_sb_pro_inbound_field sn_sb_pro_outbound_field sn_sb_pro_persona sn_sb_pro_provider sn_sb_pro_registration sn_sb_pro_remote_record_producer_consumer_criteria sn_sb_pro_remote_task_def sn_sb_pro_remote_task_def_consumer_criteria sn_sb_pro_remote_task_variable sn_sb_pro_transform sn_sb_provider_task sn_sb_remote_record_producer sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport sys_alias
Consumer	ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system scan_finding scan_task sn_sb_authorized_user sn_sb_con_consumer sn_sb_con_inbound_field sn_sb_con_outbound_field sn_sb_con_persona (consumer side) sn_sb_con_remote_task_def sn_sb_con_remote_task_variable sn_sb_con_transform sn_sb_connection sn_sb_entitlement sn_sb_error sn_sb_identity sn_sb_provider_task sn_sb_remote_record_producer (consumer side) sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport sys_alias

The following scenarios describe how clone operations affect table data based on table configuration in the Clone profile preservers list and the Exclude tables list.

The following examples use tables from this page to illustrate each scenario:

sn_sb_service_bridge_settings (included in both lists): The system preserves connection settings you configured on the target instance after the clone. Settings from the source instance do not overwrite them.

sn_sb_con_entitlement (included in Clone profile preservers only): The target instance retains existing entitlement records and receives additional entitlement records from the source instance.

sn_sb_error (included in Exclude tables only): The error records table is empty on the target instance after the clone. The system discards error records that existed on the target and copies none from the source.

sn_fds_offering (not included in either list): The system replaces the target table with source data. Records that existed on the target instance before the clone are replaced by source instance records.