---
sourceDocument: Yokohama Service Exchange
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/service-exchange

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Service Exchange

ft:clusterId :

    - sebrdg

bundleId :

    - sebrdg

workflow :

    - Customer and Industry


---

# Installing and configuring Service Exchange for Providers

# Installing and configuring Service Exchange for Providers {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

To set up and configure the Service Exchange for Providers application, follow these steps.  
Note:  
Service Exchange 2.x.x that is being released with the Yokohama release does not support migration of the Service Exchange (Legacy) versions. If you are using a Service Exchange (Legacy) version, before you upgrade to the Yokohama release, you must follow instructions in the [Service Exchange for Providers (Legacy) - Migration Utility (KB1499823)](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB1499823) to migrate your configuration data.

## Pre-installation checks {#service-bridge-v2-configure-provider__section_k4t_tmm_dcc}

Check 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.
{#service-bridge-v2-configure-provider__table_xkj_nxd_yxb__entry__2}

| Task | Link |
|-|-|
| Install the Service Exchange for Providers application. | See [Install Service Exchange for Providers](https://www.servicenow.com/docs/iWCdVzvcGae1gKuW8LE~dw "If you have an admin role, you can install the Service Exchange for Providers (sn_sb_pro) application. The application includes the demo data and installations that are related to ServiceNow Store applications and plugins."). |
| Migrate from Service Exchange legacy version if required. | See [Migrate from Service Exchange (legacy)](https://www.servicenow.com/docs/Mgvco4r5lEVBw0JgkkltbQ "This section describes the process to migrate from the Service Exchange (legacy) version."). Note: This feature is supported only for Service Exchange 1.x.x versions. |
| Set up a new provider record. | See [Set up a Service Exchange provider record](https://www.servicenow.com/docs/yJVGeCsKZjNSOvwFfgEGUg "Set up a new provider record to establish a unique identifier for the Service Exchange for Providers (sn_sb_pro) application."). |
| Assign Service Exchange roles for providers. | See [User roles for providers](https://www.servicenow.com/docs/EUquJIB6bnnSejeFjdu0Yg "Learn about the roles, skills, and tasks for the different users in the Service Exchange for Providers application."). |
| Create catalog personas. | See [Create catalog personas](https://www.servicenow.com/docs/wR_XG4fCxONSLWgY7QWcvA "Create catalog user personas to control the catalog items that consumers can access on their instance."). |
| Create remote choice definitions. | See [Create remote choice definitions in Service Exchange for Providers](https://www.servicenow.com/docs/27teF3ldtPGKAuAWyHpSsw "As a provider, define remote choice fields that allow consumers to retrieve choice data from their instances in real time.") |
| Create remote catalog items. | See [Create remote catalogs in Service Exchange for providers](https://www.servicenow.com/docs/_2stsGF3N1HBvW7jK4sg7Q "As a provider, you can create remote catalogs to automate the task fulfillment process for your consumers."). |
| Create remote task definitions. | See [Create remote task definitions in Service Exchange for Providers](https://www.servicenow.com/docs/uLX~nXXX7yMMTlfaOhGA3Q "As a provider, create remote task definitions that trigger the assignment of a remote task."). |
| Create transforms. | See [Create a transform in Service Exchange](https://www.servicenow.com/docs/R49ezO8UUCV58tujHdUlog "As a provider or a consumer, create a transform in Service Exchange to integrate tasks between connected instances."). |
| Update Authorized Users settings. | See [Update settings for Authorized Users](https://www.servicenow.com/docs/0D~3q3K4rz6Ita97UbxEpw "As a provider, you can configure the settings for Authorized Users who have been created on the consumer's instance."). |
[Table 1. Setting up Service Exchange for Providers]

{#service-bridge-v2-configure-provider__table_xkj_nxd_yxb}