Tuesday, August 26, 2008

Heat: Why Quick Customize?

A client asked: Is creating an edit set always better than using quick customize?

The answer to this is: it depends. An edit set has a lot more functionality than quick customize, however, there are some advantages to using quick customize in certain situations.

The major advantage of quick customize (QC) is that changes can be made and applied without stopping the services or kicking out all the Heat users. In organizations where the system is used 24/7, this allows a number of changes to be done without taking down the entire system.

Changes that can be done while users are still logged in using QC:

* Modify the field arrangements and labels on Forms
* Add and delete fields from the grid
* Change most attributes of fields such as default values, validation, and require flags (Required and Read Only)
* Make certain changes to View Sets and External Table Links

This list includes a lot of routine changes that need to be made. Also, because of the limited nature of QC, you can delegate these type of changes to less experienced administrators without being concerned about serious missteps.

Certain changes, however, require an edit set. These are:

* Add new tables
* Add new fields to existing tables
* Change the name, type or size of the existing fields
* Create External Table Links

If you have changes you want to make using QC, you would do the following:

Launch HEAT Administrator and login with appropriate security rights Note: the rights to Quick Customize are separate to Edit Set rights

Launch HEAT Administrator and login with appropriate security rights Note: the rights to Quick Customize are separate to Edit Set rights

* Click the Quick Customize icon on the toolbar, select File > Quick Customize from the menu, or press Ctrl+Q

* Make the required changes to the tables, forms, views (View Administration) or connections (Connection Manager)

Verify and Apply Quick Changes

* Select File > Verify Quick Changes

If no errors are detected in the verify process:

* Select File > Apply Quick Changes and click OK

The process builds a recovery file on the local workstation in case of a critical error or power loss. The file is named Commit.000, the same as during committing an Edit Set. If there is a critical error, the system will give the option to restore from backup. The Administrator will prompt that a Commit did not finish and the recovery file will allow a restore to the original state. Click the Quick Customize icon on the toolbar, select File > Quick Customize from the menu, or press Ctrl+Q

No comments: