6Instance Re-creation

About Re-creating an Instance

You can re-create an instance by replacing the existing data of your Oracle Field Service Cloud instance with data from another instance.

Alternatively, you can re-create the instance by changing the instance state to ‘newly-provisioned’ state.

You’ll find the Recreate Instance option present in the menu for every instance. In case of Test instances, you’ll find this option always available.

The Recreate Instance option is available only from the 19C version or later.

Note: In case of a Production instance, the Recreate Instance option is shown until the instance is switched to ‘Go-Live’ mode. Once the Production instance is in ‘Go-Live’ mode, you can’t view this option and you’ll only be able to copy configurations with or without data from Production to TEST instances, but not from TEST to Production.

How to Re-create an Instance

You can use either of the following two options to re-create an instance:

  • Start Over — To start configuring the instance over again

  • Recreate From Another Instance — You need to select a source instance, the data, and version for this operation

    The Start Over Option

    With this option, you’ll re-create your instance with the default settings.

    Once you click Continue after selecting the Start Over option, you’ll see the Confirmation screen.


    This figure shows the instance re-creation confirmation screen.
    Note: You should have the admin rights to configure an instance. If you don’t have the admin rights, you can create an admin user using the Reset Admin User option.

      Recreate From Another Instance Option

      You can re-create an instance from another instance using the Recreate From Another Instance option.


      This figure shows the Recreate From Another Instance screen that you can use to re-create from another instance by providing some details.

      You’ll have to provide some details about the other instance:

      • Source Instance — This drop down list has the instances belonging to your subscription. You can select the required instance from this option.

      • Data to copy — This drop down list has the following options:
        • Configuration

        • Configuration and data for future

        • Configuration, data for future and 7 days from the past

      Some configuration elements are included in the copying process when you select the Recreate From Another Instance option.

      Activity Types Applications Business Rules
      Capacity Categories Collaboration / Helpdesk groups and their members Company Settings
      Daily Extract, BICS / DbaaS Configuration Dashboards (both Reports and Dashboards) Display
      Filters Forms and Plugins Geocoding Configuration
      Glossary Holidays Inventory Types
      Link Templates Login Policies Message Scenarios
      Oracle Knowledge Organizations Properties
      Quota (configuration settings) Resources Resource Types
      Resource Settings Routing Settings Time Slots
      Themes User and User Types Work Schedules
      Work Skills Work Skill Conditions Work Zones
      Work Zone Layers

      In addition to the above configuration elements, the following data will be copied when you select the Recreate From Another Instance with data for future or data for future and 7 days from the past option:

      • Activities

      • Inventory

      • Quota (quota values)

      • Statistics Parameters (only configuration of parameters; no actual statistical data)

      • Service requests

      Note: Customer information like phone numbers, emails, etc. will be copied during the data copy process. So, you need to be very careful if message scenarios use this information and contact customers accidentally from your TEST instance copies from Production or other TEST instances.

      The following data won’t be copied for any type of operation:

      Certificates (uploaded for SAML & Open ID login policies and Applications) Collaboration chats Daily extract archives
      BICS / DBaaS / OAC real time data GPS tracks / positions Files (images, file attachments, signatures, and user avatars)
      History (activity, resource, and inventory) Logs Messages
      Plug-ins credentials (credentials should be manually re-configured) Work zone shapes
      Note: You can select the Configuration option only when re-creating the production instance.
      • Version — You can’t view this field when versions of both instances are same. In addition, it won’t be possible to copy the version from source instance when re-creating the ‘Test preview’ instance.

      After selecting the required options, click Continue. A confirmation window appears on the screen. Click Recreate to continue with your selection or click Back to change your selection.

      Note: You can request Start Over for a specific instance any number of times. However, you can request to Recreate from Another Instance for any instance only one time a day. If you re-create an instance using the Recreate From Another Instance option, it takes more time to process the data.

      For example, you have three TEST instances – Test1, Test2, and Test3. You request a Re-create of Test2 from Test1, which means you can’t request a Re-create of Test2 in the same day. However, you can request for a Re-create of Test3 from Test2.

        Re-creating Instance Operation Incomplete

        In general, it could take up to twenty-four (24) hours after your request to complete the re-create instance operation.

        However, if the operation can't be completed within twenty-four hours of the request, it will be skipped and you'll have to create a new request. You’ll notice a message displayed on the main screen of Service console if the operation is not completed within the time.


        This figure shows the Recreate was not completed screen indicating that the instance was not re-created and you should try to re-create your instance again.

        Data Management on Target Instance

        Delivery Channels : Message Scenarios and Outbound Integration

        The Delivery channels end points are preserved on the target instance at the beginning of re-create instance operation and restored upon completion of the operation. The system restores end points only for delivery channels that match between source and target instance (for example, same delivery channels on Production and Test).

        For the delivery channels that don't match end point, they’ll be deleted and you have to configure them again.

        Applications

        You will have to regenerate the Client ID and Client Secrets in the copy and configure the end points manually to enable communications.

        Data Deletion

        Once the operation is completed, all the data present on the target instance is deleted permanently without the possibility to restore it.