Configuration overview

1. Register an instance for cloning
2. Register target instance (legacy)

   Register your target instance before requesting your clone.

3. Create a custom clone profile
4. Create a custom clone profile (legacy)

   You can create multiple clone profiles and use a reusable clone template. Clone profiles enable you to select the correct exclusions and preservers for your clone.

5. Create a clone preserver
6. Create a data preserver (legacy)

   Create clone preservers to protect data on the target instance from being overwritten.

7. Exclude a table from cloning (legacy)
8. Exclude a table from cloning

   Exclude a table to create an empty but usable table on the target instance.

9. Create cleanup scripts
10. Cleanup scripts (lists and forms)

    Use cleanup scripts to automate post-clone steps or to modify data after your clone.