Definitions
Summarize
Summary of Definitions
This document outlines the use of clone definitions, including exclusions, preservers, and cleanup scripts, important for managing data during instance cloning in ServiceNow. Understanding these definitions enables customers to effectively control what data is retained or removed in the target instance during the clone process.
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Key Features
- Exclusions: Lists tables that are not copied during the clone. When a parent table is excluded, its child tables are also affected but not individually listed. Default exclusions include logging and auditing tables. Additional exclusions can be configured if necessary.
- Preservers: Protects specified data on the target instance from being overwritten during the clone. Child tables must be added separately to the preserver list.
- Cleanup Scripts: Automates post-clone tasks such as resetting scheduled jobs and migrating email accounts. Scripts can be prioritized, and they execute globally regardless of their original configuration scope.
Key Outcomes
By leveraging exclusions and preservers effectively, customers can manage the data integrity of their target instance post-clone. Understanding the implications of each option allows for tailored configurations that meet specific requirements. Additionally, awareness of the cleanup scripts ensures that necessary post-clone actions are executed correctly, aiding in the smooth operation of the instance.
It is crucial to note that data from the source instance will replace data in the target instance during cloning, which can affect ongoing development work. Customers are advised to export in-progress update sets prior to cloning to prevent loss.
Use clone definitions such as exclusions, preservers, and cleanup scripts in your clone.
The Definitions page displays an overview for exclusions, preservers, and cleanup scripts.
Exclusions
The exclusions page lists the tables that aren’t copied during an instance clone. When excluding a table, the clone automation truncates the entire table including its child tables. The clone process excludes (or removes) data from both the parent and the child tables. The child tables, however, aren't individually added to the list of excluded tables. Only the parent table is listed.
To view child tables of a table, you can go to the following link and input their table: [instance].service-now.com/now/nav/ui/classic/params/target/generic_hierarchy_erd.do.
By default, the system excludes tables for logging, auditing, notifications, workflow contexts, and license usage. To configure additional exclusions, see Exclude a table from cloning (legacy).For information on guidelines when adding exclusions see General guidelines for excluding a table from cloning.
Preservers
The preservers page displays a list of available data preservers, which are defined on the source instance. Preservers protect data on the target instance from being overwritten.Preservers work differently compared to exclusions. When preserving a table, the clone automation doesn’t automatically preserve the child tables. Therefore, the child tables must be individually added to the preserver list. To create a preserver see Create a clone preserver.
Cleanup scripts
The cleanup scripts page displays a list of all of your available scripts. Cleanup scripts automate post-clone steps.
Set an order number on each script, to set the order that the active scripts run, with lower numbers having a higher priority. To run some scripts in parallel, you can assign the same order to them.
All cleanup scripts run in the global scope irrespective of the scope in which you have configured the cleanup script.
| Script | Description |
|---|---|
| Bad MID Server credentials after clone | Runs a script include called BadMIDCredentialAfterClone on a cloned instance to detect bad MID Server user credentials. This script include creates scheduled jobs that log MID Servers in the Down state to the MID Server Issue [ecc_agent_issue] table after an instance clone. |
| Clear scheduled job node association | Resets any scheduled jobs that were active on the source instance to the Ready state. This script also clears the value of the System ID and Claimed by fields on all scheduled jobs. |
| Configure Email Accounts | Migrates email accounts that existed on the source instance to the target instance if they aren’t enabled there. This script also migrates the email properties to the target instance. |
| Disable emails | Disables email on the target instance. A default data preserver maintains other email settings from the target instance. |
| Install deactivated plugin | Enables the Domain Separation plugin for instances that use this feature. |
| Regenerate all text indexes | Rebuilds text indexes on the target instance after a clone. Text indexes aren’t cloned from the source to the target instance. |
| Schedule drop backup tables | Schedules the deletion of the data that is contained in the target instance database before the clone. This original data is preserved for 24 hours following a clone to enable you to roll back an instance to the pre-clone state. If the target instance is downgraded as part of the clone, backup data isn’t available. |
To create a cleanup script see Create cleanup scripts.
Clarifying exclusions and preservers combinations
Clone exclusions and preservers are both useful for managing your data. The graphics help to identify the expected outcome of the following combinations of preservers and exclusion combinations. For more information, see the February 2025 Platform Fundamentals Academy session on Clone Admin Console.
- Scenario 1: Preserving and excluding a table. You want the records on your target instance to remain the same.
- Scenario 2: Preserving and not excluding a table. You want records on your target Instance to remain the same and records for your source instance to be copied over.
- Scenario 3: Not preserving and excluding a table. You want records from your source instance not to be copied over and records on your target instance to be removed: The table is empty but usable after the clone.
- Scenario 4: Not preserving and not excluding a table. You want records from your source instance to replace records on your target instance.
To learn more about clone and app development tips, see the Leveraging System Clones for Seamless Development and Deployment Whitepaper.