Replacing Base-Level Versions, Removing Customizations

You can replace base-level versions in the Target configuration with base-level versions from the Source configuration, and at the same time remove customized versions from the Target.

When you use this option, Form Sync does this:

  • Removes customized forms from the Target configuration
  • Replaces base-level versions of forms in the Target configuration with base-level versions from the Source configuration
  • Removes customized global objects from the Target configuration
  • Replaces base-level versions of global objects in the Target configuration with base-level versions from the Source configuration
  • Removes 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 base-level versions, at the same time removing customizations:

  1. Open the Form Sync form, specify your Source and Target configurations, and click OK.
  2. 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.

  3. In the Log detail field, select the level of detail you want to record in the log.

    For more information, see Log Detail Levels.

  4. On the Forms tab, select Remove customized forms.
    Caution:  Customizations that are kept override new base-level versions from the Source configuration. Enhancements and fixes in the new versions are not available to users of customized forms until you manually merge new versions in the Target with customizations.
  5. To have Form Sync prompt you to remove or retain each customized form, select Prompt before removal.
  6. Optionally, set form Filter options to apply the synchronization only to specified forms.
  7. To remove any run-time form changes that users have made, select Remove runtime changes when form replaced.
  8. On the Explorer tab, select Update check box and clear the Keep customizations check box.
  9. On the Global Objects tab, select Remove customizations.
  10. To have Form Sync prompt you to remove or retain each customized global object, select Prompt before removal.
    Caution:  Customizations that are kept override new base-level versions from the Source configuration. Enhancements and fixes in the new versions of global objects are not available to users until you manually merge new versions in the Target with customizations.
  11. Click Synchronize.
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