CA Harvest SCM 14.0

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14.0 13.0
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Upgrade Form Types

This article provides you information on upgrading form types.
cahscm140
This article provides you information on upgrading form types.
Form Type Customization Upgrade
In a previous release of
CA Harvest SCM
 (Release 12.6 or v13.x), you may have built upon the default form types supplied with the product or created a
customized
 version of a form type to suit your needs. When you upgrade and install the most current release of the product, you want to help ensure that all of your form type customization is preserved and successfully saved in the product database table on the product server, so your users can use the customized forms.
In the current release of the product, JavaScript, rather than Visual Basic, is used as the scripting language for default values, initialization, validation, and interaction of form fields. Therefore, you must be proficient in JavaScript to successfully convert your existing customized form types using Visual Basic scripts for use in the current release. In addition, XML is used to store the form definition (HFD) file in the product database table on the product server. Therefore, it is also helpful to be proficient in XML.
How to Convert Customized Form Types and Add Them to the Database
To successfully convert your customized form types from a previous release of
CA Harvest SCM
 (Release 12.6 or v13.x) to the current release of the product, so Web Interface and Workbench users can use the customized form types, you must do the following to help ensure your success:
  1. Verify that all Form Definition (HFD) files that you want to convert are located in the form reference directory on the server.
  2. Convert the HFD files to XML format using the Custom Form Converter.
  3. Modify the form type XML files in the form reference directory on the server to use JavaScript. This step is required if you used Visual Basic scripting for default values, initialization, validation, and interaction of form fields.
  4. Repeat steps 3 and 4, as necessary, to fine-tune your forms and add them to the database.
  5. (Workbench users) Add the form types to the database using the hformsync command.
  6. (Web Interface users) Add the form types to the database using the Generate Form Page of the Web Interface.
Add the Customized Form Types to the Database
After you convert the form definition files (HFD) files in the form reference directory to XML format and edit the XML files to use JavaScript, you must add the customized form types to the database. The hformsync command-line utility lets you add the customized form types to the database.
Follow these steps:
  1. At the command prompt, navigate to the %AllUsersProfile%\Application Data\CA\SCM\Forms directory.
  2. Run the hformsync command, select the
    -f
     option, and any additional option. For example:
     
    hformsync -b 
    brokername 
    -usr 
    harvest 
    -pw 
    harvest 
    -d 
    path of the forms folder
     -f 
    xml file
    For more information about the
    hformsync
     command, including a description of all command options, see the
    Reference section.
    All customized form types in XML format are added to the
    CA Harvest SCM
     database and will display in the Workbench and Web Interface.