Update the Clarify Schema

You can change the Clarify schema with either Dovetail SchemaEditor or Clarify's DDEditor.

Prior to making schema changes, backup the current database.

To make these changes using Dovetail SchemaEditor:

  1. Edit the .SchemaEditor file
  2. Preview the changes (SchemaEditor.exe -p).
  3. Apply the changes (SchemaEditor.exe -a).
  4. If your Clarify version is 8.0 or higher, repeat steps 1-3 using agent_clarify_v8_and_up.schemascript.xml as the inputFilePath.

If you plan to use data restriction with Dovetail Agent, you must also apply that schema. If you plan to use the sample that is shipped with this product, repeat the steps above with the res/agent_data_restrictions.schemascript.xml file.


To make these changes using Clarify DDEditor:

  1. Start the DD Editor program.
  2. To save a copy of the database schema to disk, select Save.
  3. Edit the saved schema file.
  4. Edit the agent_schema.sch file. Follow the directions in that file to cut/paste the schema changes into the saved schema file. Use the Apply Changes menu item to compile the new saved schema file.
  5. Exit DD Editor.

If you plan to use data restriction with Dovetail Agent, you must also apply that schema. If you plan to use the sample that is shipped with this product, repeat the steps above with the res/sample_res_schema.sch file.

See Also

Installing Dovetail Agent

Install the Dovetail SDK

Add the Database Trigger

Add the fc_wip_q_counts Stored Procedure

Set Configuration Items

Import Data Files

Set Up Web Privclasses

Configure the Web Server

Edit the fc.env File

Modify the global.asa File

Optional - Install ASP File Upload component

Optional - Set Up Search

Optional - Set Up Full Text Search (FTS) Client Software

Optional - Set Up Flashes Anywhere

Optional - Set Up Attachments Anywhere

Optional - Set Up Zip Codes

Optional - Add Indexes for the Integrated Notifier

Next

Add the Database Trigger
Update the Clarify Schema