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Rename the universe from CMC or publish a new one from IDT?

Hi,

I would like to know if renaming a universe from the CMC can cause problems.

What is the difference between renaming it from the CMC and re-publishing it from the IDT?

It is better to rename from the IDT (Information Designer Tool)?

Moreover I noted that CMC allow also to move a universe: it can be use for move an univese or is better to use the IDT?

Thank you!

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3 Answers

  • Best Answer
    Posted on May 31, 2019 at 11:31 AM

    Hi Dario,

    This is a very interesting question.

    First on the move: sure, you can move the universe from the main folder to a back-up/archived folder.

    As as the renaminig: the main difference is that the UNX is like a ZIP (which contains both DFX and BLX). With IDT you can make a more clear renaming, by readjusting the names, while from CMC you can’t.

    On the other way, if you rename the universe from the CMC, the reports based on it will still work. And if you republish the universe, you ‘lol still need to move the query fog the report from the old universe to the new one.

    Daniele

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  • Posted on May 31, 2019 at 12:44 PM

    You asked about IDT only but I'll answer for it and UDT for completeness.

    The behavior of these actions is very different between IDT and UDT.

    If you rename a universe in UDT and then export, you will be asked if you want to update the existing universe or create a new one. If you click Update, then the universe remains in place and it is simply updated -- all associated reports will remain associated. Likewise, if you export to a different folder than the universe originated from, you will be asked if you want to move the universe or create a new new. Clicking Move will retain report associations.

    Those "helpers" are not present in IDT. If you rename a universe in the business layer and publish, IDT will create a new universe. This happens whether you publish to the original folder or a different one.

    Also, if you publish to a different folder, IDT will create a new universe. This is a big problem, since if you accidentally select the wrong folder, you'll get a second copy of the universe. I've done this countless times.

    Now, to answer your question: to rename a unx universe, it should be done in the CMC for the reason stated above. Renaming from the CMC will NOT break any reports, since the underlying CUID remains the same. Note that, however, if you rename the universe in the CMC and then publish the universe from IDT, that published universe will have the original name, and you'll end up with two published universes. So, either rename the universe in both CMC and in IDT, or delete the universe in IDT and re-retrieve it after you've renamed it in CMC.

    The rules are similar for moving. You can safely move a universe in CMC without breaking any reports.

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  • Posted on May 31, 2019 at 11:49 AM

    Renaming in CMC -- universe retains the CUID and reports are still able to find it/use it
    Publish new one from IDT - universe has new CUID and existing reports to do not see it (unless you publish same universe, but with new name)
    Moving universe doesn't change it CUID, so only affects where universe is located.

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