Moving configuration changes between ServiceNow instances (e.g., from Development to Test) involves a strict lifecycle using Update Sets . 13 The correct standard operating procedure to apply a remote update set is Retrieve, Preview, Commit .
1. Retrieve (The First Step):
Before you can do anything, the target instance (e.g., Production) must fetch the completed update set from the source instance (e.g., Development).
* Action: You connect to the source instance and click " Retrieve Completed Update Sets. " This pulls the XML file into the sys_remote_update_set table on the target instance. The state becomes Previewed or Loaded .
2. Preview (The Validation Step):
Once retrieved, you must validate the data before committing it to the database.
* Action: You select the retrieved update set and click Preview Update Set .
* Purpose: This checks for potential conflicts (e.g., trying to update a record that doesn ' t exist or has been modified locally). You must resolve all errors before proceeding.
3. Commit (The Application Step):
After the preview is successful (no errors), the changes are ready to be written to the system.
* Action: Click Commit Update Set .
* Result: The system writes the changes to the local tables/database. The Update Set state changes to Committed .
Why the other orders are wrong:
* You cannot Preview before you Retrieve (you don ' t have the file yet).
* You should never Commit before Previewing (this skips the safety check for conflicts).
Reference:
ServiceNow System Update Sets documentation outlines the standard process of transferring update sets:
Retrieve completed update sets - > Preview update sets - > Commit update set.