Installing and configuring Service Exchange for Providers

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

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

    Note:
    Service Exchange 2.x.x that is being released with the Xanadu release does not support migration of the Service Exchange (Legacy) versions. If you are using a Service Exchange (Legacy) version, before you upgrade to the Xanadu release, you must follow instructions in the Service Exchange for Providers (Legacy) - Migration Utility (KB1499823) to migrate your configuration data.

    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 Exchange for Providers
    Task Link
    Install the Service Exchange for Providers application. See Install Service Exchange for Providers.
    Upgrade from version 1.x.x of Service Exchange for Providers if required. See Upgrade Guide - Service Exchange for Providers and Consumers application (v2.x.x release - KB1700387).
    Migrate from Service Exchange legacy version if required. See Migrate from Service Exchange (legacy).
    Note:
    This feature is supported only for Service Exchange 1.x.x versions.
    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.