in this video we'll walk through the steps necessary to connect two instances using service bridge on the left hand side of the screen we have a provider instance on the right side of the screen we have a consumer instance we'll navigate through uh plugins necessary um other foundational data that needs to be in place and then some validations uh that need to happen before we initiate the connection so again on the left hand side you'll see the blue tag that designates a provider I'm in a Google Chrome window here uh in this instance I have the service bridge for providers plug-in installed and customer service management I'm logged in as a system administrator who has the admin and security admin roles in the instance on the right this is my consumer instance with the orange tag I have the service bridge for consumers plug-in installed and I'm logged in as Patricia Parker who is an admin with the admin and security admin roles first thing we're going to do after installing our plugin is we're going to go to Key Management and we're going to designate some folks who can go in and validate that our key management framework is up and running and is healthy so in order to do that we'll type Key Management in the navigation filter we'll go to Key Management Administration and we're going to select the folks that should have have access uh to the key management functionality within our instance these folks should have the security admin role users who are available for selection will be on the left users who already have access will be on the right uh once you've configured the users who should have access click save uh as is the case with any role delegation or role changes in service now you will need to log out and log back in for those changes to take effect I've already done this with our our admin here so the next step is to go to Key Management and just verify that everything is in good shape uh the easiest way for me to do that is to type Health in the nav filter you'll see key management and then health and Diagnostics so we'll give that a click we'll let this refresh what we're looking for is a green check mark So this means everything is good again you'll have to carry this out in every instance the first time before you uh set up a service Bridge connection just to make sure again that everything is is where it should be functioning properly if there are any issues here within the key management framework please refer to the documentation for Key Management uh and reach out to an administrator uh for any additional help since this is off and running um let's go ahead and jump into Data that needs to exist in each instance in the provider instance the first thing we're going to look at is the account so the account is going to represent uh the busino business relationship between the provider and the consumer in the customer service um side of the house you'll see that we have one account for marvelous consumers you'll see I haven't filled out a whole lot of the form which is okay for demonstration purposes really we just need a name down at the bottom related to the account however we do need a few things the administrator on the consumer side needs to exist as a contact related to the account in this demonstration we're going to use Patricia Parker it's imperative that uh Patricia or the administrator for the consumer does have the ability to log into the provider instance with uh with the appropriate uh you know roles and credentials things like that while we're here I'll just show that we have um you know some assets some sold products and some install based items uh also associated with this account those will come into play uh later when we when we actually get the configuration in place and then we start to look at uh what entitlements this account or this consumer has with this provider for now we're set on the provider side so then we'll jump into the consumer instance on the consumer side of things the the necessary data is is far far less we really just need a company record for the provider so in this case it's going to be super providers you see they exist as a company we're all set uh so again just to recap uh both uh the administrators on either instance need to exist as a user to set up the configurations for service bridge in the provider instance the administrator for the consumer needs to exist as a contact related to the appropriate account okay so we'll start off on the provider side I've bookmarked the service bridge for provider application so it's going to show up here make navigation nice and easy for us so I'm going to navigate to service Bridge provider I'm going to go to customer registrations and we're going to start here new we're going to pick marvelous consumers as our company we're going to pick the contact Patricia and then we're going to need the instance URL so jumping over here we're going to grab everything from https to the end of.com we're going to toss that in our registration record on the provider side we're going to leave service Bridge uh as the encryption type you can also use Key Management framework uh that's covered off in in some additional content for now we'll just click save okay so now here in our provider you see that we have this registration record created uh you see that there is um there's some comments added here there's some instructions that say you know that an email has been sent if your email has um if your instance rather has email configured then uh whomever you've identified as the contact we'll get a notification that has some instructions it contains a link uh with this URL in it uh and things like that for the purposes of the demo we're just going to copy this link and then we'll come over here to the consumer side of things grab a new tab and toss that link in there so contained in the parameters of this link uh are the necessary elements to create a new provider record in our consumer instance uh pre-populate some data so you'll see we've got the instance URL is in here it's created a new record for us on the table uh it's asking us for the company which we validated earlier we have super providers on our company table uh so all I need to do here from a consumer admin perspective is provide the company and click save so I'm all set now now we're ready to connect the two instances both of the pre-work uh has been completed in both instances so again as the admin and my consumer side uh on this provider connection record I'm going to click connect to provider before I do it's important to note that one issue that that comes up frequently is um having a two uh an instance logged in in in both browsers so so if if you're logged in as the administrator in both your provider and in your consumer instance and you have them both running in Google Chrome for example because we're using authentication it it's going to fail so before you click connect to provider if this is a real life deployment and you're not the person on on the consumer side and the provider side then this is a moot point if you're configuring this in uh between two sub production instances or between uh personal development instances I recommend having your provider opened in either a different browser all together so a chrome and an edge browser or having your provider instance in the Chrome browser and then your consumer in an incognito window uh that way there's no issue with authentication uh via ooth so I'm in uh Google Chrome on the left uh Microsoft Edge on the right so I'm going to go ahead and click connect to provider depending if there's SSO enabled um you may be prompted uh to authenticate to log in and add credentials I've already done that in this instance so it knows who uh Patricia Parker is in my provider instance so it's simply asking me if I'd like to go ahead and connect I do so I'll hit allow authorization was successful that's where that prompt for credentials would have popped up or SSO would have have prompted you you know if there's multiactor in play uh not the case here so I'll go ahead and hit submit before I do I just want to call out uh in the URL here you can see that we're no longer in our consumer instance and that's clear by the the the little suffix here at the end p in my instance name um so we're going to go ahead and hit submit and then you'll see that this record is opened this registration record open in the provider instance uh you can see that here Patricia Parker is viewing you can see that our state is changing so the the flow to start this connection has started in the background this can take um anywhere from a minute to several minutes just depending on you know what else the instance is doing so we'll give this a second and uh come back once things are done all right our status is updated to close complete we'll Refresh on Patricia's side you can see that uh comments have been added of course this carries email notifications but you can see there's now a link uh to go to the provider record on the consumer side so we can either click the link here or we can come back into this provider connection if for some reason you don't have the tab open anymore the the way to get there is going to be um service consumer and then again provider connections you'll see from the list um any connections that you have you can have one or many you can see that our our status is active for both uh inbound and outbound replication and then we can come in and see that that we're all set so this is where the connection is now complete um any other data related to entitlements or remote record producers task definitions things like that are are all going to be covered off in other content but now as I said you can see our connection is complete