Cloning instances with Service Exchange

If the default system profile is used, some of the Service Exchange table data isn’t preserved. To address this issue, you must create a custom clone profile with specific settings required for Service Exchange. Navigate to All > System Clone > Clone Profiles and select New to create a custom profile. For more details on clone profiles, see Clone profiles for clone requests. In this profile, you must validate if the following Service Exchange tables are included in the custom profile:

Note:

If the same company isn’t present on the provider and consumer instances, the Company field is deleted, and the inbound and outbound connections move to an Error state.
Even if the same company is present on both the instances, the Connection may be in an Error state. In this case, you must reestablish the connection and activate the Capture Definitions.

Service Exchange tables to preserve

Add the following Service Exchange tables to the Clone Profile Preservers list if they’re missing. Remove any Service Exchange tables that aren’t in this list.


Users	Table names
Provider	catalog_ui_policy catalog_ui_policy_action ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system item_option_new sc_cat_item_catalog sc_cat_item_category sc_cat_item_user_criteria_mtom sc_cat_item_user_criteria_no_mtom sc_category scan_finding scan_task sn_sb_authorized_user sn_sb_error sn_sb_identity sn_sb_known_error_code sn_sb_pro_authorized_user sn_sb_pro_consumer_connection sn_sb_pro_entitlement sn_sb_pro_provider sn_sb_pro_provider_task sn_sb_pro_registration sn_sb_pro_remote_choice_definition sn_sb_pro_remote_record_producer sn_sb_pro_remote_service sn_sb_pro_remote_task sn_sb_pro_remote_task_variable sn_sb_pro_service_bridge_settings sn_sb_pro_transform sn_sb_provider_task sn_sb_release sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport_profile sn_transport_queue sys_alias sys_user sys_user_has_role user_criteria
Consumer	catalog_ui_policy catalog_ui_policy_action ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system item_option_new sc_cat_item_catalog sc_cat_item_category sc_cat_item_user_criteria_mtom sc_cat_item_user_criteria_no_mtom sc_category scan_finding scan_task sn_sb_authorized_user sn_sb_con_authorized_user sn_sb_con_consumer sn_sb_con_entitlement sn_sb_con_inbound_field sn_sb_con_outbound_field sn_sb_con_persona (consumer side) sn_sb_con_provider_connection sn_sb_con_provider_task sn_sb_con_remote_record_producer sn_sb_con_remote_task sn_sb_con_remote_task_def sn_sb_con_remote_task_variable sn_sb_con_service_bridge_settings sn_sb_con_transform sn_sb_error sn_sb_identity sn_sb_known_error_code sn_sb_provider_task sn_sb_release sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport_profile sn_transport_queue sys_alias sys_user sys_user_has_role user_criteria

Service Exchange tables to exclude

Add the following Service Exchange tables to the Clone Profile Exclusions list if they’re missing. Remove any Service Exchange tables that aren’t in this list.


Users	Table names
Provider	ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system scan_finding scan_task sn_sb_authorized_user sn_sb_connection sn_sb_entitlement sn_sb_error sn_sb_identity sn_sb_pro_inbound_field sn_sb_pro_outbound_field sn_sb_pro_persona sn_sb_pro_provider sn_sb_pro_registration sn_sb_pro_remote_record_producer_consumer_criteria sn_sb_pro_remote_task_def sn_sb_pro_remote_task_def_consumer_criteria sn_sb_pro_remote_task_variable sn_sb_pro_transform sn_sb_provider_task sn_sb_remote_record_producer sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport sys_alias
Consumer	ih_sync_capture_definition ih_sync_definition ih_sync_inbound_definition ih_sync_outbound_definition ih_sync_process_event ih_sync_remote_system scan_finding scan_task sn_sb_authorized_user sn_sb_con_consumer sn_sb_con_inbound_field sn_sb_con_outbound_field sn_sb_con_persona (consumer side) sn_sb_con_remote_task_def sn_sb_con_remote_task_variable sn_sb_con_transform sn_sb_connection sn_sb_entitlement sn_sb_error sn_sb_identity sn_sb_provider_task sn_sb_remote_record_producer (consumer side) sn_sb_remote_script_approval sn_sb_remote_task sn_sb_rps_connection sn_sb_scratchpad sn_sb_service_bridge_settings sn_sb_transform_line sn_transport sys_alias