Merging object types

Understand how different object types are handled during the merge process and the specific considerations for each type.

Business objects

The import overwrites the following business objects:

  • Fields merge
  • Business object
  • Field properties
  • State transition

Modify upgraded business objects based on the comparison report. Any configurations before upgrade must be manually applied to the upgraded business object. Do not overwrite and lose enhancements when reapplying configurations, unless necessary.

Forms

The import overwrites the entire form:

  • Modify the upgraded form based on the comparison report
  • Make a copy of the pre-upgraded form and rename the copy. Then use the Copy Tab function, and the Copy Section function in Form Builder. For more information, see Form building.

Queries

The import overwrites queries.

Modify the upgraded queries based on the comparison report that was generated in Preparing to upgrade.

Workflows

The import overwrites the workflows:

  • Export text from the new upgraded workflow version and the last version before the upgrade.
  • Compare the exported .cld files by using a comparison tool, for example Visual Studio Code.
  • Accept or reject each change in the exported files by using one of the following options:
    1. No functional conflicts: Use the object migration tools to import elements where are there are no functional conflicts as defined in this topic.
    2. Functional conflicts: Manually implement the IBM out of the box updates into the configured environments.

Portal sections and portals

A best practice is not to change any of the default IBM portal sections and portals, which are intended as samples. Customers can use the portals unchanged. However, if customers want to configure these samples, then copy the samples and configure the copies.

Navigation items and collections

The import overwrites navigation items and collections.

  • Modify upgraded items and collections based on the comparison report that is generated in Preparing to upgrade.
  • Convert navigation items before navigation collection begins.