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GT eForms 3.50.01 Upgrade Guide

GT delivers this Upgrade Patch to all customers who are on active subscription or annual maintenance. This patch, like most modifications, contains potentially data-destructive processes. The steps in this document must be followed and verified exactly to ensure that existing form data is not deleted from the environment. Also, this document and its accompanying install were designed for systems running GT eForms 3.30.04. If you are currently on a prior or subsequent version, do not use this process and contact the Solution Center for assistance. If you have any kind of post 3.30.00 customizations or extensions, you must contact the Solution Center at support@gideontaylor.com.

Installation Package​

The installation package includes the following directories:

  • Docs – Installation instructions
  • Projects – Application Designer project(s)
  • Scripts – DMS script(s)
  • Data – Data files for the DMS script(s)
  • Logs – Log files for the DMS script(s)

General Installation Instructions​

IMPORTANT

It is always wise to make backups before importing new projects or adding a new product, but this guide contains no backup instructions or tasks.

Project Definition​

  1. Copy the Projects/G3FRM35000_UPG_V01 project from file to the target environment.
    1. Be sure you use the file definition when copying the project into your environment and NOT the database definition if one exists.
  2. Verify all done flags have been checked.
  3. Build all records and make sure that the following build options are checked:
    WARNING: Do NOT do a destructive create or alter on these tables as data loss can occur.
    1. Create Tables
    2. Alter Tables
    3. Create Views
    4. Execute and build script
  4. Recommended for DB2 Databases: Rebuild all GT views in case they depend on altered tables.
    1. Create a project with all the G3 and G_ views in your environment.
    2. If you have any G_ materialized views created for your eForm solutions, they can be excluded from the project as they are essentially tables. You can use this page to identify materialized views in your environment: PeopleTools > Utilities > Administration > Materialized Views > Enable Materialized Views
    3. Build the project with the following build options checked:
      1. Create Views
      2. Execute and build script

DMS Scripts​

  1. Update the [FILEPATH] for the input and log files in Scripts/G3FRM35000_UP33000_IMP.dms
  2. Run the Scripts/G3FRM35000_UP33000_IMP.dms script. This will import the Framework configuration and message catalog entries for this upgrade.
    1. Important: If you have customized any GT delivered items in Message Catalog set 24842, be sure you re-apply these customizations after running this import DMS.

Custom Segment Overrides​

  1. Run this SQL to identify if any eForms have custom segment overrides that need to be updated as part of this upgrade.

    SELECT G3FORM_TYPE,
          G3FORM_CONDITION,
          G3FORM_TASK,
          G3TASK_STEP,
          G3TASK_SUBSTEP,
          G3SEGMENT,
          SUBPNLNAME
    FROM PS_G3COND_STP_CSEG
    WHERE G3SEGMENT = SUBPNLNAME;

  2. If there are no results, continue to the next step

  3. If there are results, open the Form Type Setup for each Form Type and re-select the appropriate custom segment drivers on the Data tab

Post 3.50.00 Fix Packs​

  1. Apply Fix Pack Online GT Library > Documents > Framework > Updates >3.x > R3.50.00 > G3FRM35000_UPG_V01 > G3FRM35000_UPG_FIX04

Environment Setup​

The following steps do not have to be run immediately but must be run before general usage.

  1. Shut down the application server.
  2. Clear the application server cache.
  3. Restart the application server(s).
  4. Restart the PUB/SUB server(s).
  5. (Recommended) If you have issues with security on Portal Structures, execute a Portal Security Sync and a Sync Collection Security within the Portal that the Framework links are installed.
Contact GTC

If you have questions, contact support@gideontaylor.com