What are the steps for applying an update set to an instance
In order to bulk-include records into your update set, simply visit the list view of a table that is not already tracked in update sets, tick the boxes next to each record you'd like to include, scroll to the bottom of the list, and select Include in Update Set from the list select UI action box. Show
Each record that's selected will be independently evaluated in order to ensure that it meets the same criteria as are required for a record to be forced to an update set on a one-by-one basis (that is, the same conditions as mentioned under the single record usage section above). Settings ConfigurationSettings for the Include in Update Set tool can be found under System Update Sets -> Include in Update Set Properties, including a master on/off switch at the top so that you can easily disable the application if you find you no longer need it. This article will provide you complete understanding of update set in ServiceNow with example. ServiceNow Update Set What is ServiceNow Update Set?Update set is a set or group of customization in ServiceNow through which whatever development changes and customization has been done in one instance can move or transfer to another ServiceNow instance.Actually, whatever customization we do in ServiceNow will get captured in the selected update set and then that update set is exported and import to another instance to move customization from one instance to another. Note: If do not have select the specific update set then it will get save into Default update set ServiceNow update set is one of most important functionality or mechanism. For example, when we developed some functionality in ServiceNow developer instance, then through the update set we can move those changes to ServiceNow test instance for testing. Once it passes the test then those update set will move to ServiceNow productions instance so that, that functionality would be available in the production instance. How to create the Update Set in ServiceNow and how to select the update set to start working on it or to capture the customization on the update set?Below are steps to create an update set in ServiceNow:
Below are the steps to Select the required Update Set to Start working on it:
How the update set of one instance can move to another instance of ServiceNow?The update set those marked as complete can be moved from one instance to another. When the customization or the requirement assigned has been completed then we can move those customization to test instance for testing or move to production instance so that it would be available to end users.Below are the steps to move update set from one instance to another: Here you are selecting the required update set and exporting it to XML
Now as we have the XML of the required update set. So now we import this XML to instance where we want it to be.
What is captured in Update Set and what is not captured in Update Set?The configuration changes we made in the system get captures in Update set. Such as Tables, fields, list and form layouts, form sections, scripting such as business rule, client script, UI Page, script include, UI Macros, UI scripts, UI policies etc., workflow, system properties, reports, views etc.Note: Properties that are tagged as Private are excluded from update sets. The transnational data such as incident, change, problem, knowledge, CI's etc data records, scheduled jobs, schedules, users, group, email etc are not get captured in update set. What does the state as “In Progress” means in update set?In progress state means that the work related to update set in not completed and it is not ready to move.What does state as “Complete” means in update set?As complete means that we are done with the assigned task and now it ready to move. We mark update set complete when update set is ready to migrate or ready move to another instance.Note: When update set is marked as complete then do not again change state to in progress as it is not the best practice. You can create the new update set and later on merge these two update sets. What does state as “Ignore” means in update set?In ServiceNow production instance, completed update set are marked as ignore so that when instance cloning is done then the update set will not get reapplied. As Ignore basically means as skip the update set.What is merge update set in ServiceNow and how to merge the update sets?Merging update set is a functionality through which we can merge multiple update set in a single update set. Let says three developers are working on same requirement and having update sets such as updateset1, updateset2, updateset3.So, after implementation we can merge all of them in a single update set so that all the updates will get captured in a single update set in ServiceNow. Remember that you cannot unmerge the update set once it gets merged. Note: Now batch update set is introduced to accomplish the same merging of update set in ServiceNow with a more predictable and robust solution. Which is used to group completed update sets into a batch. Below are the steps to merge the update set:
Now the merged update set has been created and all the updates of the selected update set moved to the merged update set. You can validate and verify the merge update set and those update sets which were merged to analyze what exactly happened. What does Back Out update set means and how to do backout of an update set?Let’s say you have done some customization and captured in update set. But now you don’t want those customization's in ServiceNow instance.So, to remove those customization's or development from ServiceNow instance, you can do backout. You can backout the update set those are completed. After the completed update set backout successfully, then all customizations will get removed and the update set will also get removed from the update set list. Below are steps to Backout the Update set in ServiceNow:
After the backout has be done, validate and verify the customization's you want to remove. It should be removed and not be available in the ServiceNow instance. What does update set retrieve means and how to retrieve the update set?The most important functionality is to retrieve the update set in ServiceNow. Means through this functionality you can import the update set in the required instance.For example, you want to transfer or move update set from development instance to Test instance then, In ServiceNow Test Instance you will use this retrieve update set functionality to import the update sets which was exported from the ServiceNow development instance. Below are the steps to retrieve the update set in ServiceNow:
What does update set to commit means and how to commit the update set?Following above steps. if you want to move the customization or development activity in the Current ServiceNow instance then you have to commit the imported update sets.Below are the steps for the same
Committing an update set is basically applying all the changes to the instance and creating a local copy of the imported update set. All Theoretical aspects of ServiceNow update set has been given above. To understand that how we can do all those things in ServiceNow instance practically. Please refer below video: ServiceNow Update Set Practical Demonstration, refer the below video for the same:
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