Table of Contents

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  1. Preface
  2. Upgrade Overview
  3. Pre-Upgrade Tasks
  4. Database Tasks
  5. Application Server Tasks
  6. Hub Store Upgrade
  7. Hub Server Upgrade (In-place Upgrade)
  8. Process Server Upgrade (In-place Upgrade)
  9. Resource Kit Upgrade (In-place Upgrade)
  10. Post-Upgrade Tasks
  11. Search Configuration Upgrade
  12. Hierarchies Upgrade
  13. ActiveVOS Post-Installation Tasks for the Application Server
  14. ActiveVOS Post-Upgrade Tasks for Business Entity Adapter
  15. ActiveVOS Post-Upgrade Tasks for Subject Areas Adapter
  16. Appendix A: Troubleshooting the Upgrade Process
  17. Appendix B: Frequently Asked Questions
  18. Appendix C: Processing Existing ActiveVOS Tasks
  19. Appendix D: Configuring Metadata Caching

Upgrading from Version 10.1, 10.2, 10.3, or 10.4

Upgrading from Version 10.1, 10.2, 10.3, or 10.4

Update the IDD Configuration for the Subject Area-based ActiveVOS Adapter

Update the IDD Configuration for the Subject Area-based ActiveVOS Adapter

To use the subject area-based ActiveVOS workflow adapter with the business entity-based Task Manager, update the
Data Director
configuration file. If you do not update the
Data Director
configuration file, you cannot use the Task Manager to create tasks.
The following code sample shows how to configure subject area-based ActiveVOS tasks in the
Data Director
configuration file for the workflows provided with
Multidomain MDM
:
<tasks includeUnassignedTasks="true"> <!-- Task Definitions --> <taskType taskTypeId="IDDMergeTask" name="AVOSMerge" displayName="Merge" creationType="MERGE" displayType="MERGE"> <description>Merge two records together.</description> </taskType> <taskType taskTypeId="IDDUnmergeTask" name="AVOSUnmerge" displayName="Unmerge" creationType="UNMERGE" displayType="UNMERGE"> <description>Unmerge an XREF record from a Base Object record. </description> </taskType> <taskType taskTypeId="IDDOneStepApprovalTask" name="AVOSFinalReview" displayType="NORMAL" displayName="Final review" creationType="NONE" pendingBVT="true"> <description>Update a record and require the user to go through an approval process before completing the task. </description> </taskType> <taskType name="Notification" displayName="Notification" creationType="NONE" displayType="NORMAL"> <description>Notification step in the workflow</description> </taskType> <taskType taskTypeId="IDDTwoStepApprovalTask" name="AVOSReviewNoApprove" displayType="NORMAL" displayName="Review no approve" creationType="NONE" defaultApproval="true" pendingBVT="true"> <description>Update a record and require the user to go through an approval process before completing the task. </description> </taskType> <taskType taskTypeId="IDDUpdateWithApprovalTask" name="Update" displayType="NORMAL" displayName="Update" creationType="CREATE" pendingBVT="true"> <description>Update a record and do not require the user to go through an approval process before completing the task. The approval step is optional. </description> </taskType> </tasks>

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