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Clone results based on Exclusion and Preserver configuration - Support and Troubleshooting
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KB0717012

Clone results based on Exclusion and Preserver configuration


48509 Views Last updated : Dec 28, 2023 public Copy Permalink English (Original)
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KB Summary by Now Assist

Issue

Trouble configuring which items are excluded and preserved during instance clones? Start here for explanations, helpful examples, and additional resources.

About exclusion and preservation

Clones will read exclude/preserver lists from the source instance during the early stage of the clone. If updates are made to the exclusion/preserver list before clone, the clone will honor it even if the clone does not take on-demand backup.

This article explains through six different scenarios the expected results of the data in a table based on the configuration of the Table Exclusion and Data Preserver when performing a clone.

Examples

Test parameters used:

  1. source = clone source (ex. production instance)
  2. target = clone target (ex. test instance)
  3. sys_temp = custom table we will be preserving and excluding data
  4. Data Preservers are always setup on source under System Clone > Preserver Data
  5. Table Exclusions are always setup on source under System Clone > Exclude Data
  6. Default clone settings used as per screenshot:

On the System Clone window, the Exclude audit and log data, Exclude large attachment data, and Exclude tables specified in Exclusion List checkboxes are checked.
IMPORTANT:
If Exclude audit and log data is not checked, the list of table exclusions under Exclude Data is ignored. See KB0751430 for more information.

 

Scenario #1

  • Table Exclusion: None
  • Data Preserver: None

Table Exclusion on source

In the Clone Exclude Tables list, no records are found with the condition Name=sys_temp

 

Data Preserver on source

The Clone Data Preservers list is empty.

 

Results #1

  • All records in sys_temp table on target are deleted.
  • All records in sys_temp table on source are copied to sys_temp table on target. 

Data on source

6 records on the source Sys Temp Tables list are displayed.

 

Data on target before clone

7 records on the target Sys Temp Tables list are displayed.

 

Data on target after clone

6 records on the target Sys Temp Tables list are displayed following the clone.

 

Scenario #2

  • Table Exclusion: None
  • Data Preserver: Yes, plus Conditions field is empty.

Table Exclusion on source

In the Clone Exclude Tables list, no records are found with the condition Name=sys_temp

 

Data Preserver on source

On the source Clone Data Preservers page, Sys Temp Table is listed.

 

Results #2:

  • All records in sys_temp table on target are preserved.
  • Records in sys_temp table on source, which do not exist in sys_temp table on target (based on sys_id), are copied to sys_temp table on target.

Data on source

6 records on the source Sys Temp Tables list are displayed.

 

Data on target before clone

7 records on the target Sys Temp Tables list are displayed.

 

Data on target after clone

9 records on the target Sys Temp Tables list are displayed following the clone.

 

Scenario #3

  • Table Exclusion: None
  • Data Preserver: Yes, plus Conditions field contains a value.

Table Exclusion on source

In the Clone Exclude Tables list, no records are found with the condition Name=sys_temp

 

Data Preserver on source

The Clone Data Preservers list shows one item, which also contains conditions.

 

Results #3

  • Records in sys_temp table on target, found by Data Preserver, are preserved.
  • Records in sys_temp table on target, not found by Data Preserver, are deleted.
  • Records in sys_temp table on source, which do not exist in sys_temp table on target (based on sys_id), are copied to sys_temp table on target.

Data on source

6 records on the source Sys Temp Tables list are displayed.

 

Data on target before clone

7 records on the target Sys Temp Tables list are displayed.

 

Data on target after clone

6 records on the target Sys Temp Tables list are displayed following the clone.

 

Scenario #4

  • Table Exclusion: Yes
  • Data Preserver: Yes, plus Conditions field is empty.

Table Exclusion on source

The Clone Exclude Tables displays the item sys_temp

 

Data Preserver on source

On the source Clone Data Preservers page, Sys Temp Table is listed.

 

Results #4:

  • All records in sys_temp table on target are preserved.
  • No records are copied over from sys_temp table on source.

Data on source

6 records on the source Sys Temp Tables list are displayed.

 

Data on target before clone

7 records on the target Sys Temp Tables list are displayed.

 

Data on target after clone

7 records on the target Sys Temp Tables list are displayed following the clone.

 

Scenario #5

  • Table Exclusion: Yes
  • Data Preserver: Yes, plus Conditions field contains a value.

Table Exclusion on source

The Clone Exclude Tables displays the item sys_temp

 

Data Preserver on source

The Clone Data Preservers list shows one item, which also contains conditions.

 

Results #5

  • Records in sys_temp table on target, found by Data Preserver, are preserved.
  • Records in sys_temp table on target, not found by Data Preserver, are deleted.
  • No records are copied over from sys_temp table on source.

Data on source

6 records on the source Sys Temp Tables list are displayed.

 

Data on target before clone

7 records on the target Sys Temp Tables list are displayed.

 

Data on target after clone

One record on the target Sys Temp Tables list is displayed following the clone.

 

Scenario #6

  • Table Exclusion: Yes
  • Data Preserver: None

Table Exclusion on source

The Clone Exclude Tables displays the item sys_temp

 

Data Preserver on source

The Clone Data Preservers list is empty.

 

Results #6

All records are deleted from sys_temp table on target.
No records are copied over from sys_temp table on source.

Data on source

6 records on the source Sys Temp Tables list are displayed.

 

Data on target before clone

7 records on the target Sys Temp Tables list are displayed.

 

Data on target after clone

The Sys Temp Tables list is empty.

Related Links

The following are related documentation and articles on cloning, excluding a table, and data preservers:

  • System clone product documentation
  • Exclude a table from cloning product documentation
  • Data preservation on cloning target instances product documentation
  • KB0751430: Exclude Option Checkboxes not Being Honored with Clone Request

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