Retrieve an Update Set Retrieve completed Update Sets from another instance: If IP address access control is enabled on the source instance, set up the target instance as an exception. On the target instance, navigate to System Update Sets > Update Sources and click New. Specify the connection settings as described in the table. Table 1. New Remote Instance Field Description Name Enter a unique name for the instance. Type Specify whether the remote instance is a development, test, or UAT instance. Active Specify whether the local instance can transfer Update Sets to the remote instance. You can transfer Update Sets only to active remote instances. URL Specify the URL of the remote instance using the appropriate transfer protocol. Each remote instance record should have a unique URL. Creating duplicate records with the same URL can cause errors. The remote instance must be on the same release family as the local instance. Note: You cannot change the URL after the system verifies the connection. Use the Active field to deactivate unwanted remote instances. Username Enter the user on the remote instance who authorizes transferring Update Sets to this the instance. This user account must have the admin user role on the remote instance. Password Enter the password of the authorizing user. Short description [Optional] Enter any other relevant information about the remote instance. Click Test Connection. If the connection is successful, a confirmation message appears. If the connection fails, a warning message identifies the cause of the failure. If the connection fails, modify the settings to establish connectivity. You must establish connectivity before you can save the connection settings. You may want to modify the source instance (for example, change the password). Right-click the form header and select Save. Under Related Links, click Retrieve Completed Update Sets. Any Update Sets marked as Completed are transferred from the source instance to the target instance. Update sets that already exist on the target instance are skipped. The confirmation page provides detailed messages about how many update sets were transferred and how many were skipped. To view retrieved Update Sets, navigate to System Update Sets > Retrieved Update Sets. Transfer an update set with IP access controlIf IP address access control is enabled on the source instance or the source instance resides in a different datacenter than the target instance, complete certain steps before transferring an update set.Transfer an update set with basic authenticationIf the source instance has basic authentication turned on for SOAP requests, you must use valid credentials to retrieve update sets.Preview a remote Update SetPreviewing compares an Update Set retrieved from a remote instance to updates on the local instance to detect potential problems. You must preview an Update Set and address all problems before you can commit the Update Set.Resolve a preview problem with an Update SetThe process of previewing an Update Set detects problems that may occur if you commit the updates on the local instance. After you preview and before you commit an Update Set, follow this procedure to resolve all of the problems that the preview process discovered.Review a preview record for an update setThe process of previewing an Update Set creates a preview record for each update. You can review the preview records to make sure that the correct updates are being committed.Commit an Update SetWhen you have previewed an Update Set and have resolved any issues, commit the update set. Committing an Update Set applies all changes to the instance and creates a local copy of the Update Set that contains an update record for every change.Back out an Update SetYou can back out changes to existing records for any committed update set.Delete an update setDeleting an Update Set is strongly not recommended. Administrators can delete an Update Set only when it is not the current Update Set and it is empty (no sys_update_xml entries are associated with it).