Upgrading One or More Instances from the Definition

To upgrade one or more instances of a definition to a newer version of the definition, do the following:

1. Navigate to the definition in the Applications tab.
2. Check in the definition if it is not already checked in.
3. From the Actions drop-down list, select Upgrade All Instances and click Go. The system opens the Upgrade Instances screen with all instances of the definition displayed.

   Note:

   If you don't see the Upgrade All Instances option in the Actions drop-down list, then you are not in the latest version of the definition. You can upgrade instances only from the latest definition version.

   The exception to the above is if you are upgrading Source Code instances. See "Upgrading Multiple Source Code Instances".

   For each instance, the system displays the following information:

   • Object Name. The name of the object instance that points to any version of the definition.

   • Object Type. The type of the object.

   • Object Version. The version number of the instance.

   • Version Label. The version label of the instance.

   • Installed Version. The most recent version of the instance that was successfully installed.

   • Validation Status. The instance's validation status.

   • Checked Out By. The name of the person who has checked out the instance. If a person other than you has the instance checked out, then you cannot upgrade it: the check box next to it is grayed out.

   • Definition Version. The version number of the definition to which the instance currently points.

   • Definition Validation Status. The validation status of the definition.

   • Parent Name. The name of the Parent object.

   • Parent Object Type. The type of object that contains the instance.

   • Parent Validation Status. The parent's validation status.

   • Container. The container hierarchy for the instance.

4. Select one or more instances you want to upgrade. You can use the Select All and Select None functions and/or select or deselect instances individually by checking or unchecking their Select checkbox. Instances that already point to the current version of the definition cannot be selected.
5. Click Upgrade. The system changes the source definition of the selected instances to the new version of the definition.

   Note:

   If you find the Upgrade button not enabled, then the definition you want to upgrade to, is not checked in.