Delete/Update Entity members

Harry Sun

Hi BOARD Team,

If we want to change the Max Item for an entity, the best practice is to do it in test environment and then use the Transporter to update the production environment.

Question 1: If I need to delete members from the entity, can I do it safely in the production environment?

Question 2: I want to reload entity with a new set of value and description via data reader. Max Item number will not be changed. In this case, can I do it directly in production environment?

My plan is to clear the current Entity, then run the new data reader, then normalize the data.

Thanks

Samson Sunny

HI @Harry Sun ,

If you are going to delete any of the entity members make sure to not do it manually as :-

• All the values of this member stored in Cubes will be removed.
• If the cubes have multiple versions, then the versions would be misaligned.
• Rule’s formulas using this member will not work anymore.
• Selects and “refer to” based on this member will fail.

If you want to delete the entity member- extract, clear and reload the entity as shown in this community article-

https://community.board.com/discussion/16273/how-to-remove-obsolete-entity-members

Regarding reloading of the entity with new codes and description via the data reader, make sure to extract cube data (if any) attached to this entity to avoid losing data when clearing the entity.

Always perform a backup of the database before performing the entity member clean up and addition as you would have a restore point to go back to if anything goes wrong.

Leone Scaburri

Hi @Harry Sun,

Be aware that an entity's properties (like Max Item Number) are metadata and can be transported, while an entity's contents (such as its members) are data and cannot be moved via transporter.

Harry Sun

Thanks a lot Samson.

Is it fair to say that:

• When change Max Level and delete Entity, it will impact on IDx. So the best practice is to do that in the Development Environment and then use Transporter to update
• When creating a New Entity or adding a new member to an existing entity, system will create new IDx. So it is ok to do it directly in the Production environment
• If changing a relationship with the existing entities (no changes to the entity itself), then it is ok to do it directly in the Production. Need to run Normalization process after the change

Thanks a lot