Step 5: Upgrade individual components and check in the changes

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  1. In the Component Configuration dialog, double-click a specific component, for example, CTF - Cost Source.

    A component page opens.

  2. Scroll down below the list of included reports to the Upgrade Available section.
    • A blue box indicates that no customizations have been made to any items in the component.
    • A yellow box indicates that customizations have been found with the data, calculated metrics, or reports.

    Occasionally, the yellow box remains after you revert all the customizations. To proceed, click the Upgrade button in the yellow box.

  3. If customizations exist, click View Conflicts, or scroll to the bottom of the page.
  4. Revert any customized reports and calculated metrics.

  5. For customized data sets, revert the customized data sets for the following Cloud-related components:
    • CTF- Cloud Service Provider
    • CTF- Amazon Web Services
    • CTF- Azure

    Take a screenshot of your current mappings to assist with the re-mapping of the tagging fields.

    Note: Do NOT revert the data sets for any other components. If you revert data set changes, you will be required to re-append and re-map your source files to the master data sets.
  6. Click Upgrade.

    The application takes a few minutes to process the upgrade. After the component page refreshes and returns to the Component Configuration page, you can continue. Confirm that the upgrade arrow is no longer displayed.

  7. If you reverted data set changes for the Cloud reports, remap the source files to the Master Data, as follows:
    1. In Project Explorer, click Tables.
    2. Click Master Data.
    3. Append.
    4. Map the source columns to the appropriate Master Data columns.

      Use the screenshot you captured in the previous step to verify the mappings.

  8. After the upgrade is complete, you must manually change the data sets that were not reverted. For v104, refer to the cumulative list of Template v103 to v104 Data Updates to identify what changes are required.
  9. Check in all changes related to the single component upgrade one at a time, as follows:
    Note: Failure to follow these steps to check in components one at a time could result in an error that causes you to lose your work and restart the upgrade from the beginning.
    1. Select Projects, then click Check In.

      The Check In dialog opens.

    2. Select All items in the left pane (default).
    3. Enter a description of the items in the Message pane.
      Note: Enter a useful description, such as "Cost Source: revert data set changes, upgraded component." This is critical for the branch merge activities later in this upgrade process. Review Step 9: Merge changes into the main project (Trunk) to understand why this is important.
    4. Click Check In.
    5. Continue with Step 6.