---
title: Set up the source instance for an update set
description: Set up the source instance for an update set.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/application-development/system-update-sets/setting-source-for-update-set.html
release: australia
product: System Update Sets
classification: system-update-sets
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure, System update sets, Deploying applications, Building applications]
---

# Set up the source instance for an update set

Set up the source instance for an update set.

## Before you begin

Role required: admin

## Procedure

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 select **New**.

3.  Specify the connection settings as described in the table.

<table id="table_qtl_sq3_2gc"><thead><tr><th>

Field

</th><th>

Description

</th></tr></thead><tbody><tr><td>

Name

</td><td>

Enter a unique name for the instance.

</td></tr><tr><td>

Type

</td><td>

Specify whether the remote instance is a development, test, or UAT instance.

</td></tr><tr><td>

Active

</td><td>

Specify whether the local instance can transfer update sets to the remote instance. Update sets can only be transferred to active remote instances.**Note:** Use the Active field to deactivate unwanted remote instances.

</td></tr><tr><td>

URL

</td><td>

Specify the URL of the remote instance using the appropriate transfer protocol. Each remote instance record should have a unique URL. **Note:** Creating duplicate records with the same URL can cause errors. The remote instance must be on the same release family as the local instance. You can’t change the URL after the system verifies the connection.

</td></tr><tr><td>

Username

</td><td>

Enter the user on the remote instance who authorizes transferring update sets to the instance. This user account must have the admin user role on the remote instance.

</td></tr><tr><td>

Password

</td><td>

Enter the password of the authorizing user.

</td></tr><tr><td>

Short description

</td><td>

Enter any other relevant information about the remote instance.

</td></tr></tbody>
</table>4.  Select **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 must modify the source instance \(for example, change the password\).
6.  Select and hold \(or right-click\) the form header and select **Save**.


**Parent Topic:**[Configuring System Update Sets](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/application-development/system-update-sets/configure-system-update-sets.md)