Clone an instance with a SAML integration
Clone an instance with a SAML integration. Before you clone an instance that uses SAML 2.0, preserve the SAML SSO-related settings on the target instance or you might make the target instance inaccessible.
Before you begin
Role required: sso_config_admin, business_rule_admin, script_include_admin
Procedure
On the source instance, navigate to System Clone > Preserve Data > Core Instance Properties.
Make sure that the following SAML SSO-related properties are preserved using conditions.
- glide.authenticate
- glide.security
- glide.entry
- glide.script
- glide.session
- glide.saml2
- com.glide.communications
- com.snc.integration.saml_esig
Data preserver SAML.
**Note:** When you create the clone, include attachments so that certificates carry over to the target instance. Also, make sure the **Theme** check box is cleared so these properties are preserved regardless of whether you preserve the instance theme.
On the source instance, navigate to System Clone > Preserve Data to preserve the SAML certificates on sys_certificate and SAML users on sys_user related to SAML/SSO/Multi SSO.
If you need them, export them into XML, then manually import them on the target.
Warning: Do not try to clone the SAML/SSO/Multi SSO setup from one system to another. Most transfers of SAML/SSO or Multi SSO settings do NOT work because they must be configured on the identity provider. If you overwrite a working setup, the target instance will fail to authenticate so your target instance will become inaccessible. Also, do not change the sys_id of your Multi SSO provider record; doing that will force your users to flush their cookies. For more information about cloning precautions, see Checklist before cloning an instance.
Exclude the Multi SSO tables sso_properties, digest_properties and saml2_update1_properties.
Manually create the SAML/SSO/Multi SSO records on each instance independently and set up the records on your identity provider as well.
Make sure that you manually create a LOCAL admin account on sys_user (not in LDAP or SAML) record on the target instance and with a sys_id that does not exist on the source instance.
Click Update.