Installing and configuring Service Exchange for Providers

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

    • To set up and configure the Service Exchange for Providers application, follow these steps.

    Pre-installation checks

    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.

    Table 1. Setting up Service Bridge for Providers
    Task Link
    Install the Service Exchange for Providers application. See Install Service Exchange for Providers.
    Migrate from Service Exchange legacy version if required. See Migrate from Service Exchange (legacy).
    Set up a new provider record. See Set up a Service Exchange provider record.
    Assign Service Exchange roles for providers. See User roles for providers.
    Create catalog personas. See Create catalog personas.
    Create remote choice definitions. See Create remote choice definitions in Service Exchange for Providers
    Create remote catalog items. See Create remote catalogs in Service Exchange for providers.
    Create remote task definitions. See Create remote task definitions in Service Exchange for Providers.
    Create transforms. See Create a transform in Service Exchange.
    Update Authorized Users settings. See Update settings for Authorized Users.