Comparing solutions

Content

Upgrading a customized case management solution

To address the unique requirements of their organizations, customers might choose to customize the case management solutions that they use. When these customers upgrade their case management solutions, they do not want to lose any changes that they previously made to the solutions. Using the results of the solution comparison report, customers can update their customized case management solutions after they upgrade.

Merging two different solutions into a single solution

IT groups at many companies develop in-house solutions at the department level. If a company is reorganized and two departments are merged, the new department might want their solutions merged to increase employee efficiency. Before they merge the solutions, the IT group can use the results of the solution comparison report to determine whether conflicts exist. For example, duplicate property names represent a conflict.

Comparing solutions

To compare solutions:

1. Log in to Case Manager Builder.

Important: The solutions that you want to compare must be committed.

Tip: If you are planning to compare two versions of the same solution, select the older version first.

Ignore solution prefixes
Solution prefixes are unique; no two solutions have the same prefix.
• Leave this option selected to hide the prefixes of the solutions being compared.
• Clear this option to see the prefixes of the solutions being compared.

Ignore GUIDs of the objects
Object GUIDs are unique; no two objects have the same GUID.
• Leave this option selected to hide the GUIDs of the objects being compared.
• Clear this option to see the GUIDs of the objects being compared.

High-level information
High-level information is provided for the following items:
• Pages
• Rules
• Task workflows
• Views

Detailed information
More detailed information (such as actual values) is provided for the following items:
• Case types
• Case properties
• Choice lists
• Content Platform Engine configuration values
• Document types
• In-baskets
• Roles
• Task properties
• Tasks

Results include information about what items are different (modified, missing, and found) between the solutions. Depending on the order in which you select the solutions, you need to interpret the results differently.


Example: If you compare two versions of the same solution and you select the newer version first, interpret the results in the following way.


Modified - The item exists in both versions but its value is different. The new value follows the New label; the old value follows the Old label.

Missing - The item exists only in the older version.

Found - The item exists only in the newer version.

If you compare two versions of the same solution and you select the older version first, interpret the results in the following way.


Modified - The item exists in both solutions but its value is different. The new value follows the Old label; the old value follows the New label.

Missing - The item exists only in the newer version.

Found - The item exists only in the older version.

Tip: The messages area is dynamic and always displays the most recent message. To give yourself time to thoroughly review the results of the comparison, copy the results to a text file. If the comparison results in the message area are overwritten before you can review them on-screen, simply run the comparison again.

Restriction: The solution comparison detects changes that were made to objects which are visible in Case Manager Builder only. It doesn't detect changes made by Process Designer to Content Platform Engine objects such as event logs, queues, and rosters.