There are several rules that must be followed when configuring HxGN SDx. These are in place to ensure upgrades run successfully, new features can be easily implemented, and performance remains optimum. While some objects, such as workflow master templates, are protected during upgrade. Most objects are not. Therefore, changes you make to delivered objects can be lost during the upgrade process.
Changes to configuration can have a dramatic impact on overall system health and
performance. These can include changes to security rules, column sets used by entry
points or the to do list that contain a lot of relationships, display items on forms
that show related objects and many more. Before deploying configuration changes to
a production system they should always be tested with realistic and typical customer
data sets not only for correctness but also for performance impact
To help ensure successful upgrades, take advantage of performance upgrades, and make it easier for Support to assist you with issues, keep the following rules and suggestions in mind when configuring your system.
General objects
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Avoid deleting any objects provided with the software, including column items, display items, methods, widgets, feature sets, entry points, and so forth. In most cases, you can hide these objects from users by editing relationships or access control.
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You can disable existing entries in enumerated lists but do not delete or terminate them.
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Do not delete any delivered properties, interfaces, or relationship definitions. In most cases, you can limit exposure to these items by configuring the user interface.
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Do not remove display items from form sections or column items from column sets. Instead, create and implement new forms or column sets without the items you don't want to include.