Replacing Base-Level Versions, Leaving Customizations Unchanged

You can replace uncustomized base-level versions in the Target configuration with base-level versions from the Source configuration, while leaving customized versions in the Target configuration unchanged.

Caution:  This procedure is generally not recommended because the customized versions are kept, preventing the new base-level versions from the Source configuration from being installed. This means that any enhancements and fixes in the new base-level versions are not available to those using customized forms until you manually merge the new base-level versions in the Target configuration with the customized versions.

When you use the options specified in this procedure, Form Sync does this:

  • Keeps customized versions of forms in the Target configuration
  • Replaces uncustomized base-level versions of forms in the Target configuration with base-level versions from the Source configuration
  • Keeps customized global objects in the Target configuration
  • Replaces uncustomized base-level versions of global objects in the Target configuration with base-level versions from the Source configuration
  • Keeps Public folders and My Folders folders in the Explorer of the Target configuration
  • Replaces application folders in the Master Explorer of the Target configuration with folders from the Source configuration
Caution:  Before you synchronize, make sure you back up the forms database in the Target configuration and confirm your database and server settings.

For more information, see Before You Use FormSync.

To replace only customized base-level versions, leaving customized versions unchanged:

  1. Open the Form Sync form, specify your Source and Target configurations, and click OK .
  2. In the Log detail field, specify the level of detail you want to record in the log.

    For more information, see Log Detail Levels.

  3. In the Synchronization base level field, specify whether you want to synchronize objects at the Vendor, Site, or Group level.

    For more information, see Synchronization base level.

  4. Select Only process objects changed at the synchronization base level.
  5. On the Forms tab, select Leave customized forms untouched and verify that the Remove runtime changes when form replaced field is cleared. ;
  6. On the Explorer tab, select both the Update and the Keep customizations check boxes.
  7. On the Global Objects tab, select Keep customizations and select the check box next to each type of global object.
  8. Click Synchronize.
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