Preserving Customizations with Overlays & Custom Objects in AR System 7.6.04: Deep-dive Session

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Preserving Customizations with Overlays & Custom Objects in AR System 7.6.04: Deep-dive Session

Preserving Customizations with Overlays & Custom Objects in AR System 7.6.04: Deep-dive Session

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  • 1. Vyom Labs Pvt. Ltd. www.vyomlabs.com Preserving Customizations with Overlays & Custom Objects in AR System 7.6.04 © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 2. DisclaimerVyom Labs Pvt. Ltd. www.vyomlabs.com  All other trademarks, service marks and logos used in this webinar are the trademarks, service marks or logos of their respective owners.  The views expressed in this webinar are views of the speakers and do not necessarily reflect the views of Vyom Labs Pvt. Ltd. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 3. Vyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 4. AgendaVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 5. Vyom Labs Pvt. Ltd. www.vyomlabs.com Why Overlay © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 6. Why OverlayVyom Labs Pvt. Ltd. www.vyomlabs.com Overlay— An overlay is a copy of an AR System object that is used in place of the origin object (an object created in the Base Development mode of BMC Remedy Developer Studio; all out- of-the-box AR System application and server objects are origin objects). To ensure that customizations are not lost during upgrades, you modify the overlay, not the origin object. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 7. Why Overlay (cont..)Vyom Labs Pvt. Ltd. www.vyomlabs.com  Overlays automate customization best practices Customer created Objects (Custom) Unmodified BMC Modified BMC Objects Object (Base) (Overlay) Only base objects are affected during an The base object is upgrade retained when an overlay is created © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 8. Vyom Labs Pvt. Ltd. www.vyomlabs.com Benefits of Overlay © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 9. Benefit of OverlayVyom Labs Pvt. Ltd. www.vyomlabs.com  Identification and protection of added functionality  Identification of modified functionality  Preservation of relevant changes across application upgrades © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 10. Use overlays to preserve your customizationsVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 11. Creating OverlaysVyom Labs Pvt. Ltd. www.vyomlabs.com  Overlay can be created on Following Objects:  Forms  Fields  Active Links  Active Link Guides  Filters  Filter Guides  Escalations  Images  Local Applications  Menus  Packing Lists  Views  Web Services © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 12. Developer studio modesVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 13. Create overlay of FormVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 14. Create View Overlay of FormVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 15. Create Overlay of FieldVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 16. Create Overlay of ImageVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 17. Comparing objects at the same locationVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 18. Migration of overlays and custom objectsVyom Labs Pvt. Ltd. www.vyomlabs.com  From one AR System server to another  From an AR System server to a file  From a file to an AR System server  From one file to another © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 19. Tracking overlays in logsVyom Labs Pvt. Ltd. www.vyomlabs.com  Tracking escalation overlays  Tracking filter overlays © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 20. Custom objectsVyom Labs Pvt. Ltd. www.vyomlabs.com  A custom object is a standalone object created by users in the Best Practice Customization mode of BMC Remedy Developer Studio. Custom objects are not modified or lost during upgrades.  Note - Objects created in Base Development mode are origin objects. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 21. Convert Custom objects into Base ObjectsVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 22. LimitationsVyom Labs Pvt. Ltd. www.vyomlabs.com  If an existing object in your production environment has been deleted from the upgraded version of the corresponding application, and if the application installer imports that object in Overwrite mode, customizations made to the object are not preserved.  Automatically merge customizations with functionality added during upgrades.  Enable you to make all possible changes to AR System objects. For example, you cannot make changes that would alter the underlying database, such as changing a field’s data type. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 23. Vyom Labs Pvt. Ltd. www.vyomlabs.com What is BPCU? © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 24. Best Practice Conversion UtilityVyom Labs Pvt. Ltd. www.vyomlabs.com To preserve modified or user-created objects in applications installed on pre-7.6.04 AR System servers, use the Best Practice Conversion command-line utility to convert the objects into overlays or custom objects before upgrading your applications or server components to version 7.6.04. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 25. BPCU (cont..)Vyom Labs Pvt. Ltd. www.vyomlabs.com This utility has the following modes:  ReportDiff—Generates a report of differences between the objects in an overlay hash file and the objects on a server or in another overlay hash file.  Overlay—Based on a differences report, converts customized AR System objects into overlays, and converts user-created objects into custom objects. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 26. Using BPCUVyom Labs Pvt. Ltd. www.vyomlabs.com To convert pre-7.6.04 customizations into overlays and custom objects: Make sure that the installation of AR System on your development server matches the installation on your production server. Back up the development server’s database. To obtain the conversion utility, install the 7.6.04 AR System server on the development server. Unzip the ARSystemServerInstallDirbpcu7604.zip file. The Best Practice Conversion utility files are installed in the following folder: Best_Practice_Conversion_Utility. Configure your system to run the utility. Obtain the master overlay hash file, and copy it to your development server. © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 27. Using BPCU (Cont..)Vyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 28. Steps to Generate BPCU Difference ReportVyom Labs Pvt. Ltd. www.vyomlabs.com Pre-requisite OOTB Server (exactly matching Customer/Current Prod Setup) Current Prod Server Master Hash file Activities: Generate Diff report using BPCU tool © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 29. Steps to Generate BPCU Difference Report (Cont..)Vyom Labs Pvt. Ltd. www.vyomlabs.com Generate Diff report using BPCU tool Use below command: GO to command prompt: (for Ex)  C:bpcu7604Best_Practice_Conversion_Utility>bpcu.bat <Enter> Arguments: -f “C:bpcu7604master-hash.xml" -x "Prod Server Name" -u "Admin User" -p "Admin Password" -m "D"  In “Output” folder you can find no of files. To see Differences in current system and OOTB system we use “bpcu-diff-report_xxxxxxxx_xxxxxxxxx.html” © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 30. Difference ReportVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 31. Difference ReportVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 32. Difference ReportVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 33. Difference ReportVyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 34. Q & A SessionVyom Labs Pvt. Ltd. www.vyomlabs.com Qu est An i on sw s er s © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 35. About Vyom LabsVyom Labs Pvt. Ltd. www.vyomlabs.com ABOUT VYOM LABS Vyom Labs is “The complete IT Service Management solutions company”. The companys head office is in Pune, India. Vyom Labs has delivered ITSM BSM services in 5 continents in the IT Service Management space through partners in different geographies. Vyom Labs offers end-to-end ITSM solutions / services as follow: BMC BSM Solutions and Services IT Infrastructure Services ITIL Consulting Services Software Testing Services Performance Testing for BMC Remedy ITSM Applications © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 36. Contact UsVyom Labs Pvt. Ltd. www.vyomlabs.com www.vyomlabs.com info@vyomlabs.com Our Locations: Pune, India (Head Quarters) Bangalore, India Oklahoma, USA © Copyright 2012 Vyom Labs Pvt. Ltd.
  • 37. Vyom Labs Pvt. Ltd. www.vyomlabs.com © Copyright 2012 Vyom Labs Pvt. Ltd.