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.
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.
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 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|
|Link Templates||Login Policies||Message Scenarios|
|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:
Quota (quota values)
Statistics Parameters (only configuration of parameters; no actual statistical data)
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|
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.
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.
You will have to regenerate the Client ID and Client Secrets in the copy and configure the end points manually to enable communications.
Once the operation is completed, all the data present on the target instance is deleted permanently without the possibility to restore it.