Applying packages
About this task
To apply a package by using the Package wizard:
Procedure
- Start the Designer.
- Click Package > Package Wizard. The latest package
versions are displayed. If the package version that you are looking
for is not listed, click More Packages.
If you select a version from this list and click OK, the package is displayed in the original Install/Select window.
- If you are running on a Japanese (code page 932 or 60932) or Simplified Chinese (code page 936) platform, the package version that is displayed is the latest matching localized version and the latest ASCII version. Otherwise, only the latest ASCII package versions are displayed.
- If you are running on a Japanese (code page 932 or 60932) or Simplified Chinese (936) platform, but are currently working with English packages, clicking More Packages displays the latest English package versions.
- From the Install/Select window, select the package to apply and click OK.
- In the second page of the wizard, select
the schema to modify. The Designer verifies that the
package you selected can be applied to the schema. If the package
cannot be applied to the schema, you see an error message. For example,
if the package modifies a particular field, and that field does not
exist in the schema, none of the components of the package are applied
to that schema.
The Designer determines whether the selected package can be applied to the schema without affecting the schema components.
- If it can, click Finish.
- If it cannot, click Next.
- If you must modify record types in your schema
before you can apply the package, the Package Wizard Setup Record
Types for Package window opens. This window lists record types in
your schema that the package can enable or modify, for example, by
adding fields, actions, or a script. If the package does not include
modifications for enabling existing record types, the list is empty.
Select the record types that you want the package to enable. Click Finish or Next.
- To skip this step without selecting any boxes, click Finish or Next.
- To enable the record types in the Package Wizard later, click Package > Setup Record Types for Packages. For more information, see Enabling record types.
- When you add a package that uses state types,
the Package Wizard Setup State Types window opens. Select the record
types that you want the package to enable. Click Finish or Next.
On this page of the wizard, you must assign state types to the states for each record type that you choose to enable. For each state in the package, click the State Type field and select the appropriate state type from the existing schema that should be mapped to this state. You must map each of your existing states to a state type in that package. You can map more than one state to a state type, but each state type requires at least one state. When you are finished, click Finish.
To skip this step, click Finish. You can set the state types later by clicking Package > Setup State Types. For more information, see Mapping state types.