IBM SC34-4499-03 manual Creating customized production databases

Creating customized production databases

Now that you have initialized the Integrated Notes Database feature and performed a preliminary setup of the database template for your organization, you can proceed to customize the initialized database.

See ªUsing the Customization setup facilityº on page 122 for additional details on the customization options.

Note: A Customization Wizard is available from the Setup window action bar to assist you in customizing your database.

Perform the following steps to customize your database and make it available at a production level:

1.From the main database window, select Setup.

2.Use the Customization setup facility to customize the database design. Using Customization, you can modify the default values that are provided.

Note: If your customization will extend to subforms, you will need some familiarity with the Lotus Notes environment.

You can adjust or refresh values are for the following:

vNotes document names, titles, and subtitles.

vStructure of the Notes document hierarchy.

vStates each Notes document may progress through.

vTeamConnection family, component, and con®gurable ®eld information.

vTeamConnection feature and defect attributes to store in Notes documents.

vReconciliation of Notes and TeamConnection data. See ªPerforming reconciliationº on page 118 for details.

Make any design changes that are necessary for your particular application and organization's work¯ow. This process is detailed in ªChapter 9. Database Design Strategies and Advanced Customizationº on page 121 and within the Customization setup facility itself.

3.When the setup is complete, you will return to the main window. Select Proceed to Database. Your new, but empty database is available. You can now test that it is working to your satisfaction.

In the most basic terms, testing would include the following activities:

vCreate documents.

vUpdate documents. This should include testing the state system, which would involve moving a document's state to Approved.

vReopen documents.

vSelect Feature and Defect push buttons.

116User's Guide