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.

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.

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.

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.