Upgrading Guidelines and Restrictions data

The wizard UPGRADE_G_AND_R can be used to upgrade your existing guideline and restrictions to use the new module.

  1. Select the UPGRADE_G_AND_R Wizard Action Set. The description of the action set is Upgrade Guideline and Restriction Data.
  2. Select both or one of Upgrade Item Guideline and Restrictions and Upgrade Parameter Guideline and Restrictions.
  3. Click Complete. When the upgrade is complete, a message with the number of guidelines that have been upgraded is displayed.
Security values, Notes function codes text and Classifications sets used to be at the guideline detail level. But they are now consolidated to copy over to the new guidelines at the header level.

This is updated when you use the Upgrade Guideline and Restrictions Data wizard:

  • Security attributes from old Item/Param guideline detail is analyzed. The most strict settings are copied over to the new Item/Param guideline header for Owner/Group/Role Security. Owner/Group is copied from the first guideline.
  • All Set Codes from the old Item/Param guideline detail is copied over without duplicates to the new Item/Param guideline header.
  • Notes text from old Item/Param guideline detail is copied over to the new Item/Param guideline header from the first guideline for the Item/Param.
  • Security values of the old Item/Param guidelines is updated with Owner Security, Group Security, Role Security = 3 (read/copy).