These functions enable you to combine the categories and object links of two schemas with one another. In this type of merge, the object links and category links of a lower-level schema are added to a leading schema. In the process, the leading schema fulfills the function of a template schema. The categories and object links that are identical in both schemas are transferred according to the leading schema – however, the additional categories and objects of the lower-level schema are also transferred. Where a decision is required – for example, when objects can be assigned to a category once only – the settings and objects of the leading schema are transferred when the merge takes place.
This function is available in the category modeler.
Both schemas to be merged must be in the same client of a CRM system. If you work with multiple clients and CRM systems, you must transport schemas beforehand (see Import Categorization Schemas ).
Schemas are merged according to the following rules (illustrated by the example in the figure below):
Identical and differing categories and object links of both schemas are merged in the leading schema. When categories and object links are identical, the properties (such as descriptions) of the leading schema are retained.
When the object link types are identical (here: link z ) but the objects differ and only a single assignment is permitted for these objects, the objects of the leading schema are retained. The object of the lower-level schema is not taken into account for the merge.
Figure: Merging of Categorization Schemas
The following table provides an overview of the available methods and functions:
Technical Object |
Use |
---|---|
Method: IF_CRM_ERMS_CATEGO_ASPECT~MERGE |
Merges schemas |
Method:IF_CRM_ERMS_CATEGO_ASPECT~CLONE |
If you wish the merge to take place in a third schema rather than in the leading schema, this method enables you to create a new schema before the merge. |
Method:IF_CRM_ERMS_CATEGO_CATEGORY~MERGE |
Merges categories |
Business Add-In:CRM_ERMS_CATEGO_OBJECT_BADI |
Merges object links. For an overview of the objects that can be merged as standard, see Import Categorization Schemas . |
Interface:IF_CRM_CATEGO_OBJECT_BADI |
Supports the import and merging of categorization schemas. |
Authorization object:CRM_CATEGO |
You can define authorizations for these functions with the activities
|
For more information about the various functions, see the system documentation for the objects listed above.
Note
After the merging of two schemas, the new merged schema has the status
Draft
.
Errors that occur during the merge process are recorded in a merge log.