To Merge System Records

1. Perform a search for the object profiles whose system records you want to merge using any of the search procedures described in Searching for Object Profiles on the EDM.

2. Select the check boxes to the left of the two profiles containing the system records you want to merge.

3. In the first cell of the results table, click Compare Records.

   The Comparison page appears with the differences between the two records highlighted in blue.

4. Highlight the parent object of the system records you want to merge in the EUID trees.

   Two LID Merge arrow buttons appear at the top of the page.

5. Click the LID Merge arrows pointing toward the profile containing the system record you want to retain.

6. To retain any fields from the non-surviving system record, select the parent objects in the system objects to merge, and then select the option button next to each field you want to keep.

7. To specify which child objects of the two system objects to retain, do the following for each type of child object:

   1. Display the child objects to determine which to retain and which to remove.

   2. For each child object you do not want to save in the new system record, click Remove child_type beneath that child object (where child_type is the type of child object to remove).

8. In the upper portion of the page, click Merge.

   The merge result record appears, allowing you to view the information that will be saved in the SBR after the merge.

9. Click Confirm to finalize the merge or click Cancel to return to the Comparison page and review the profiles again.

   After you merge two system records, the surviving system record is updated, and the non-surviving system record is transferred to the “merge to” profile and is marked as merged. The SBRs for both object profiles involved in the merge are recalculated. If the “merge from” profile no longer has any system records, it is deactivated.