Performing Adoption › Performing Adoption or Trial Adoption › Access the ADOPT Function

Access the ADOPT Function

Follow these steps:

1. Access Version Control. See Starting the Version Control Client. Select one of the following options, depending on whether you want to perform an adoption or simply report what would happen if an adoption were performed.
   • Model / Adopt
   • Model / Reports / Trial Adopt
2. Select the source model and destination model. For considerations, see Determining Which Model is the Source Model and Identify Models as Source and Destination.
   1. (Optional) Specify a filter for the Source Model names as described in Using a Filter.
   2. From the Source Model list, select the model that contains the objects with ancestry to be propagated.
   3. (Optional) Specify a filter for the Destination Model names.
   4. From the Destination Model list, select the model that contains the objects to be selected for adoption.
   5. Click OK.
3. Specify the Adoption options. Press F1 for Online Help on any field.
   1. If you want to generate an Adopt Model or Trial Adopt Model report, change the object range option from Selected to All. For considerations, see the table Guidelines for Selecting the Object Range Option for Adoption.
   2. If adopting or trial adopting selected objects that belong to an aggregate set, check Aggregate Set.
   3. Specify a report destination or accept the displayed default. For tips, see Specifying How to Save Reports.
   4. Specify a unique filename for the report or accept the displayed default.
   5. If you want to limit the report to adopted objects only, change the default Report Type from All objects to Adopted objects only.
4. The default report type includes objects where the action taken can be adopted, adopts, ignored, ignores, already adopted, already adopts, not adopted, and unadopted. The Adopted objects only report type includes only objects where the action taken is either adopted or adopts.
   1. Click OK.
   2. If you selected All for Object Range, skip to the Adopt Confirmation dialog (Step 11). If you checked Aggregate Set, skip to Select Aggregate Set (Step 9). Otherwise, continue.
5. Select an aggregate object type for which you want to list occurrences. See, Become Familiar with Aggregate Object Types for Adoption.
   1. Highlight the aggregate object type of interest.
   2. Click List, or to limit the display to a specific range of occurrences of the selected aggregate object type in the destination model, enter a filter value as described in Using a Filter and click List.
   3. Aggregate Object Occurrences
6. Select one occurrence, select multiple occurrences, or click Select All.

   The section Preparing for Adoption describes strategies for adoption that can assist you in determining objects to select for adoption. To identify object types that require other objects to be adopted in the same session, or previously adopted, review Guidelines for Selecting Objects to Adopt Together in Example Where Object in Adopt Selected Depends on Another.

   If you are adopting all model objects in multiple sessions, list each aggregate object type in the sequence recommended in Guidelines for Selecting Objects to Adopt in Multiple Sessions, then use Select All to select all occurrences for each aggregate object type that has occurrences. See Example Where Many Objects Are Adopted in Separate Sessions.

7. If you selected only one object and want to expand that object, click Expand or to limit the display to a specific range of aggregate object expanded occurrences, enter a filter value and click Expand. Proceed with the Aggregate Object Expanded Occurrences dialog (Step 7).

   If you selected multiple individual occurrences, clicked Select All, or selected an object that cannot be expanded or that you do not want to expand, click Add, then click Exit. The Aggregate Object Types List appears. Either continue the selection process as described in Step 5, or click Cancel and proceed to generate the report as described in Step 9 for the Selected Object List.

8. Select one occurrence, select multiple occurrences individually, or click Select All. Continue in one of the following ways:
   • If you selected only one object and want to expand that object, click Expand again. Continue as described at the beginning of this step. (You can repeat this step of selecting and expanding until you reach the lowest-level object in the chain.)
   • If you selected multiple objects or selected a single object that either cannot be expanded or that you do not want to expand, click Add, then click Exit. If you performed only one expansion, the Aggregate Object Occurrences dialog with the parent object appears. If you performed multiple expansions, the Aggregate Object Expanded Occurrences dialog with the parent object appears. Click Exit repeatedly until you display the Aggregate Object Types dialog or click Add to add the highlighted parent object before clicking Exit at any step.
9. To continue selecting objects to adopt, return to step 5. To generate the report with the objects currently selected, click Cancel and continue with Step 10.
10. Select the appropriate aggregate set(s) and click OK. Click OK again after examining retrieval status.
11. Verify that the listed objects are the objects to be adopted. If so, select Proceed. (If not, see Online Help for other options.)
12. Click Yes to proceed with the trial adoption or adoption.
13. Review the following messages, then click Continue to generate the Adopt Objects Report. The report appears in a Review panel. You can also access it from the directory you specified.
    • Request being forwarded to server
    • Preparing for adoption
    • nnn objects processed during adoption phase (displays incrementing object count)
    • nnn objects processed during unadoption phase (if you are performing an Adoption)
    • Rolling back changes to database (if you are performing a Trial Adoption)
    • Adoption complete