Installation and configuration of Service Exchange in customer instances (legacy)

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • As a customer, you can set up the Service Exchange (sn_nowebonding) application in your own instance.

    You can configure the Service Exchange application as follows:

    1. On the Now Support Portal, request installation of the Instance Data Replication plugin with the Activate Plugin catalog item.
    2. Fill in the Activate Plugin form.
      1. Enter your Service Exchange instance name.
      2. Check the box for 'Plugin I'm looking for is not listed' (even if you can see Instance Data Replication in the list).
      3. Enter 'Instance Data Replication' in the name of Plugin field.
      Figure 1. Activate Plugin form for customers in Service Bridge application
      Activate Plugin form for customers in Service Bridge application
    3. Open the change request that was created, and add the following to the change request comments “Requesting IDR installation for use with Service Bridge.”.
    4. Install the Service Exchange application. To learn how, see Install Service Exchange (legacy).
    5. Assign roles to groups in the Service Exchange application. To learn how, see Assign roles to groups for Service Exchange (legacy).
    6. Create clone definitions to preserve or exclude Service Exchange tables. To learn more, see Cloning instances with Service Exchange (legacy).