---
sourceDocument: Australia ServiceNow AI Platform Administration
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/platform-administration

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia ServiceNow AI Platform Administration

ft:clusterId :

    - platadm

bundleId :

    - platadm

workflow :

    - Platform


---

# General guidelines

# General guidelines {#ariaid-title1}

Release version: Australia  
Updated March 16, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read
Summarize  
![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI  
This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete.  

## Summary of General guidelines

This guide provides essential best practices for ServiceNow customers using Otto for Setup, focusing on managing update sets effectively in the Australia release as of March 16, 2026.
It covers critical instance-specific configurations, validation checks, and resolving preview errors during update set uploads to ensure a smooth production instance update.
Show full answer Show less  

## Instance Specific Configurations

Certain configurations are excluded from update sets and must be manually reconfigured on the production instance after deployment. These include:

* Single Sign-On (SSO)
* LDAP directory integration
* Notification templates and settings

Customers should plan for these manual updates post-deployment to avoid service disruptions.

## Validation Checks for Update Set Uploads

If errors occur immediately after uploading an update set XML file, verify the following:

* Ensure the XML file is downloaded from the non-production instance without modifications.
* Confirm the file has not been renamed, corrupted, or altered after download.
* If problems continue, repackage the update set in the non-production instance, download again, and retry the upload.

## Resolving Preview Errors

Preview errors indicate conflicts or unresolved dependencies in the update set that must be resolved before committing. On the Update Set Preview page, each preview problem record offers an **Available Actions** dropdown with the following options:

* **Compare with local:** Opens a side-by-side comparison of the incoming update set version against the production instance's current version. Use this to review differences before accepting or skipping changes.
* **Accept remote update:** Overwrites the existing production record with the update set version. Use when the update set version is the correct and intended state. Note that this action cannot be undone through the update set process.
* **Skip remote update:** Discards the incoming change and retains the existing production record. Use when the local version is correct or the incoming change is not applicable.
* **Show local record:** Displays the current production instance version of the record for review.
* **Show local update:** Displays the current update made on the production instance relative to the update set version.

It is recommended to use the **Compare with local** action before deciding to accept or skip any conflicting changes to make informed decisions and avoid unintended overwrites.  
Practice the following general guidelines for an enhanced ServiceNow Otto for Setup experience.

## Instance specific configurations {#ia-des-conf__section_ygl_bqw_p3c}

The following configurations are excluded from the update set and must be re-configured directly on the production instance:

* Single Sign-On (SSO)
* LDAP directory integration
* Notification templates and settings
{#ia-des-conf__ul_k45_2qw_p3c}

## Validation checks {#ia-des-conf__section_lx2_pqw_p3c}

If you encounter an error immediately after uploading the update set XML file, perform the following validation checks:

* Confirm that you are uploading the XML file downloaded from the non-production instance.
* Verify that the file has not been modified, renamed, or corrupted after download.
* If the issue persists, repackage the batch update set in the non-production instance, download the XML file again, and retry the upload.
{#ia-des-conf__ul_fpq_1rw_p3c}

## Preview errors {#ia-des-conf__section_vh5_hrw_p3c}

Preview errors indicate conflicts or unresolved dependencies in the update set. Resolve each error on the Update Set Preview page before you can commit the update set. For each preview problem record, there is an Available Actions dropdown. The following resolution options are available:{#ia-des-conf__table_vh3_trw_p3c__entry__3}

| Available Actions | Description | When to use |
|-|-|-|
| Compare with local | Opens a side-by-side comparison view of the incoming update set version against the version currently on the production instance. | Use this action prior to selecting Accept or Skip in order to review the specific differences between the two versions and make an informed resolution decision. |
| Accept remote update | Overwrites the existing record on the production instance with the version contained in the update set. | Select this option when the incoming configuration from the update set is the correct and intended state of the record, and the local version on production should be replaced. Note: It is recommended to use the Compare with local action before selecting Accept remote update or Skip remote update for any conflict. Accepting a remote update will overwrite the existing production record and cannot be undone through the update set process. |
| Skip remote update | Discards the conflicting change from the update set and retains the existing record on the production instance. | Select this option when the local version on the production instance is the correct state, or when the incoming change is not applicable to the target environment. |
| Show local record | Shows the local version of the update set version available on the production instance. | Select this option to view the local version of the current update set version on the production instance. |
| Show local update | Shows the local update of the update set version available on the production instance. | Select this option to view the update made to the current update set version on the production instance. |
[ ]

{#ia-des-conf__table_vh3_trw_p3c}