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Impact of unscoping and deleting a category schema from repository

We have the plan of migrating the assets from an existing category schema to the other. After updating the asset with new category schema values, we will unscope the old schema from the communities and later will delete it. We want to know its impact on :
1) existing assets which are using the old schema.
2) the lifecycles in the community where the old schema categories are used.
3) the role scope section where the old schema categories are used.
4) the search filter of categories.

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1) existing assets which are using the old schema.
The existing assets will still internally point to the old schema, but when the asset details are displayed the missing schema will not show up. However if the asset is edited you will see something like:
missing cat on asset edit

This gives you the option to delete the invalid category by selecting the checkbox, or leaving it there.

2) the lifecycles in the community where the old schema categories are used.
Unless the old lifecycles explicitly references the missing schema there is no problem with them. If they use the schema as a selection condition and old assets that still have the category (even though it is deleted) will continue to use that lifecycle. But since that category cannot be selected to be added to other assets that lifecycle will not pick up any new assets.

If there are policies configured with the category it all depends on the policy. Some of the policies are written to understand the category no longer exists and others don't.
3) the role scope section where the old schema categories are used.
There is a minor bug in role scope display section where it displays the wrong category when the real category has been deleted. I just opened defect on that. However as long as there are assets that still are categorized with the deleted category that role will still apply to those assets.
4) the search filter of categories.
At first the category will still show in the search filter. That is because the filter list is built and refreshed approximately every 10 minutes. So until the list is refreshed it will still show, but it will eventually disappear from the search filters.
iRAM Administrator selected this answer as the correct answer

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Thanks Rich for your detailed response. Can you please let us know the link or Jazz WI for the bug you mentioned in section 3 above. Also will it be fixed in v7.5.1.2?

Edit role page shows invalid value if there is a category test for the role but the category has been deleted. (79282)

However it has not been triaged yet. 7512 is in final fix phase and only major bugs are usually considered.

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Question asked: Jan 23 '13, 12:55 p.m.

Question was seen: 4,301 times

Last updated: Jan 24 '13, 10:53 a.m.

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