This documentation applies to the 8.1 version of Remedy Action Request System, which is in "End of Version Support."

To view the latest version, select the version from the Product version menu.

Adjusting customizations when upgrading

When you upgrade the AR System server, BMC Software highly recommends that you adjust your customizations and assign the appropriate overlay type to the objects' granular sections before proceeding with the BMC Remedy AR System application upgrade.

Developer Studio provides two utilities to help you:

  • Object Granularity Level — Helps you to easily identify the overlay objects and the customizations made to them. Use this utility to identify and adjust your existing (version 8.0 and earlier of BMC Remedy AR System) customizations to adopt the overlay behavior in version 8.1 and later. For information about the overlays for granular sections of an AR System object, see Granular overlays.

    Use the Object Granularity Level utility after you upgrade the AR System server and before you reconcile the existing customizations. After your confirmation, the appropriate overlay type is applied to the granular sections of the selected overlay objects.

Warning

To use this utility, you must have the original unmodified origin objects on your server. If you have only run the BPCU and have not replaced your origin objects, the Object Granularity Level option will convert all of your granular components to “No Overlay.” This means your changes will not be protected and will be lost in a subsequent upgrade that changes your origin objects.

The utility compares overlay objects to origin objects to determine what has changed.  If it detects no changes in a granular component, the utility offers to convert the component to “No Overlay.”

This will cause a problem if an origin object has been customized and is the same as its overlay object, because the overlay will be converted to “No Overlay” and will just expose the origin object.  The changes will still be present because they are in the origin object.

However, a subsequent upgrade that replaces the origin object will remove the customizations because they are not captured in the overlay.


For information about fixing existing customizations, see To adjust the object overlay type.

  • Unmodified Fields in View — Identifies and removes unmodified fields from a view overlay. For a selected form, the Unmodified Fields in View utility lists the unmodified fields that are added to the form's view overlay. You can remove these fields from the overlay of a single view or multiple views where the field is present. The unmodified fields removed from the view overlay inherit the base properties. The fields that are added to the view overlay continue to retain their customizations.

    See To fix form view overlays.

To adjust the object overlay type

Perform the following steps after you upgrade the AR System server:

  1. Open Developer Studio in the Best Practice Customization mode.
    For information about changing the development mode, see Changing the development mode.
  2. Open the object list and select the overlay object for which you need to fix customizations. You can select multiple objects to analyze.
  3. From the object's context menu, select the Analyze Overlay > Object Granularity Level option.

    Analyze Overlay options

    A report, similar to the following figure, is displayed in the Analyzer Results tab:

    Analyzer Results tab


    The Analyzer Results tab provides details about the granular components that are overlaid in each selected object and the overlay type that it maps to for version 8.1 and later of BMC Remedy AR System.

    For each overlay object, an entry shows the current and new granular section values:
    • Current — Displays the current granularity level for the granular component. For example, the default value set the first time.
    • New— Displays the analyzed granularity level for the granular component.

      Note

      If the current and new values are the same, then they are not listed in the results.

  4. Select the customization to be set.
  5. From the object's context menu, click the Fix Object Granularity Level option.

    Fix Object Granularity Level option


    Developer Studio applies the appropriate overlay type to all granular components of the selected object. The status of completion is indicated in the Progress tab.

    Progress tab


    Any errors or exceptions are reported as Not Completed and logged.
    After you complete the process, you can continue with the remaining reconciliation steps.

To fix form view overlays

  1. Open Developer Studio in the Best Practice Customization mode.
    For information about changing the development mode, see Changing the development mode.
  2. Open the appropriate object list.
  3. Select the form for which the form view customizations need adjustments.
  4. From the form's context menu, select the Analyze Overlay > Unmodified Fields in View option.

    Unmodified Fields in View option


    All fields that are added to the form's view overlay (single view and multiple view) are listed in the Analyzer Results tab of the form editor.

    Analyzer Results tab
  5. Right-click the field, and select one of the following options:
    • Fix Fields in Current View — Fixes the selected field for the view to which the field belongs. The current view is the view to which the field belongs.
    • Fix All Fields in All Views — Fixes all of the fields listed in the Analyzer Results View for their respective views.

      The fields that you remove from the view overlay inherit the base properties.

      The following figure shows how the results of the analysis — Unmodified Fields in Overlay — are displayed. The name of the view to which the fields belongs is now part of the message.

      Analyzer Results tab

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