Upgrade Instance

Use the Upgrade Instance item from the Actions drop-down list on the Source Code screen, to upgrade the Source Code instance to any version of its definition.

This option is not available (the Go button is grayed out) if:

• The Source Code definition to which you want to upgrade is not checked in.
• The Program definition containing the Source Code instance you want to upgrade is not checked out, or is checked out by someone else.
• he Source Code Definition is a static reference Source Code; see Creating and Using Static Reference Source Code.
• You do not have Modify privileges on the Source Code instance.

To point a Source Code instance to any version of its definition, do the following.

1. Navigate to the Program instance or definition that contains the Source Code instance you want to upgrade.
2. In the Source Code subtab, click the Source Code's hyperlink in the Name column. The Source Code screen opens.
3. If you want to look at the latest version of the Source Code definition before upgrading, clickView Latest in the Definition Properties section of the screen.
   To change the underlying definition to a different version, select Upgrade Instance from the Actions drop-down list.
4. Click Go. The system displays the available versions of the Source Code definition in the lower portion of the screen.
   For each version of the definition, the system displays the following information:

   • Source Code Version. The version number of the Source Code definition version.
   • Upgrade. The Upgrade icon is grayed out if the current Source Code instance already points to that Source code definition version, or if that Source Code definition version is currently checked out (someone is currently modifying it).

     Note:

     If someone is currently creating a new version, the new version is not displayed at all.
   • Program Name. The name of the Program definition that owns the Source Code definition. This remains the same for one Source Code definition.
   • Program Version. The version number of the Program that owns that Source Code definition version.
   • Program Validation Status. The validation status of the Program that owns that Source Code definition version.
   • Program Version Label. The label associated with the Program definition version, if any.
   • Program Checked Out By. If the Program definition version is checked out, the system displays the username of the person who checked it out. You cannot upgrade to a version that is checked out, and only the person who checked it out can check it in.

     Note:

     People with Checkin Administrator privileges can check in objects checked out by other users.
5. Click the icon in the Upgrade column for the version to which you want to point the instance.
   The system upgrades the Source Code instance and grays out its row, as it now points to the version you selected.