Cloning and upgrading considerations for Developer Sandboxes
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Summary of Cloning and upgrading considerations for Developer Sandboxes
When working with Developer Sandboxes in ServiceNow, it is crucial to understand the impact of cloning and upgrading on your sandbox environments. Sandboxes are automatically retired during these processes, so preserving your work beforehand is essential to avoid data loss. This guidance explains best practices for backing up, restoring, and managing sandboxes during upgrades and clones.
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Upgrading Instances with Developer Sandboxes
- Family, patch, and security upgrades automatically retire all existing sandboxes.
- Sandboxes are recreated post-upgrade, but any changes made in pre-existing sandboxes must be manually restored from automatic backups.
- Developer Sandboxes automatically back up update sets from sandboxes to the base instance, provided the update set contains at least one change since sandbox creation.
- Backups are stored in the retrieved update sets table, named to indicate the sandbox and backup date.
- After upgrade, new sandboxes can be created immediately without support intervention.
- For restoring work, review, preview, and commit update sets as needed or restore from source control if used.
- Custom table configuration changes or fixes must be reapplied manually after upgrading; contact Now Support for assistance.
- Automatic backups are available only on instances running Australia Patch 3 or higher.
Cloning Instances with Developer Sandboxes
- Sandboxes are not automatically recreated after a clone.
- You must save and manually restore sandbox work before and after cloning.
- To protect Developer Sandboxes feature enablement on the target instance, install the Dev Sandboxes CC (com.glide.dsb.cc) plugin on the production instance.
- This plugin enables clone preservers, which help maintain sandbox configurations during cloning.
Practical Recommendations
- Always back up your sandbox work before cloning or upgrading by exporting update sets or committing changes to source control.
- Regularly save and back up work to avoid data loss, especially since sandboxes retire automatically during upgrades and clones.
- Use the automatic backup feature for update sets if your instance supports it (Australia Patch 3+).
- After upgrades, restore your update sets by previewing and committing them within your sandboxes or from source control.
- For cloning, prepare by saving sandbox work and utilize the Dev Sandboxes CC plugin to maintain sandbox enablement on the cloned instance.
You should understand how plugins and sandboxes work before you clone or upgrade an instance with Developer Sandboxes. Always back up your work in a sandbox before any clone or upgrade, either by exporting the update sets or committing to source control.
- For upgrades, you can restore work from the remote update sets that Developer Sandboxes automatically created from prior sandboxes.
- For clones, you must manually save and restore all work in sandboxes.
- Any custom table configuration changes or fixes must be reapplied after an upgrade. Contact Now Support to open a case.
Upgrading instances with Developer Sandboxes
Family, patch, and security upgrades automatically retire all existing sandboxes. Sandboxes are recreated, but any changes from pre-existing sandboxes must be manually restored from the automatic backup created. After an upgrade, you can immediately begin creating new sandboxes without contacting Support.
- The update set must contain at least one change since the sandbox was created for it to be backed up.
- Incomplete update sets are backed up as long as there's at least one change.
Review the update sets, then preview and commit them in each sandbox as needed.
Cloning instances with Developer Sandboxes
Install the Dev Sandboxes CC (com.glide.dsb.cc) plugin on the production instance to enable clone preservers that protect Developer Sandboxes feature enablement on your target instance. For more information on clone preservers, see Create a clone preserver. For details on the plugin, see Plugin information for all Australia features and products.