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Reconciling overlaid objects after installing PDICT

Perform this procedure only for installations where PDICT detected overlays on one or more of the objects that it updated. This topic discusses the following information:

Note

There are two possible reasons for the existence of overlays:

  1. Objects have been customized using Best Practice Mode.
  2. An upgrade is being performed from Process Designer 8.3.02, and the previous install was performed in best practice mode.

To reconcile overlaid objects

Reconciliation is a manual process to make sure that only required customizations exist on the overlay layer. After PDICT has completed, the final message indicates if any objects were found to be overlaid, and require reconciliation.

  1. If you receive this message when PDICT is finished, open the PDICT log:
    • Click View Log.
    • Open the PDICT log directly from its configured location (by default this is C:\Users\<Username>\AppData\Local\Temp\ProcessDesignerIntegration.log) where <Username> is the user logged onto the client computer.
      At the end of the log, you can find a list of the objects that require reconciliation can be found.For example:
  2. For each object that requires reconciliation, perform one of the following options:
    • Delete the overlay
      If the only reason that you have the overlay on your system is from a previous best practice installation of an earlier version of Process Designer, BMC recommends that you delete the overlay.

      Note

      For forms, deleting the form overlay automatically deletes any overlays created for the forms fields and views. Any custom fields (and data within them) are also lost, so make sure that the form does not contain customizations that you want to keep before deleting the overlay.

    • Reconcile the overlay with the base object.
      Use this option if you have additional customizations that you want to keep. Use the base object as a reference to make sure that required customizations are retained on the overlay, while also making sure that any modifications made to the base object from the Process Designer upgrade are also retained.
      For forms, check each overlaid view to make sure that fields are positioned correctly. Consider any overlaid fields on the form.
      For BMC Remedy ITSM workflow modified by PDICT, PDICT disables the base object and overlay object, and then adds a replacement object with an ABYS: prefixed name in its place. If the overlay contains customizations that you want to keep, create an overlay on the ABYS: prefixed object containing the same customizations, and then delete the overlay on the original object.

Where to go from here

Creating a Process Designer Server (ARID) user

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