Retrieve an Update Set

Retrieve completed Update Sets from another instance:

  1. If IP address access control is enabled on the source instance, set up the target instance as an exception.
  2. On the target instance, navigate to System Update Sets > Update Sources and click New.
  3. 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.
  4. 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.
  5. 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).
  6. Right-click the form header and select Save.
  7. 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.