Customization and Upgrade
When upgrading to a new version of the building blocks, different customizations are impacted differently:
Custom Entities and Services
Only PTC-provided files are upgraded. Custom entities that you created, such as projects, Things, and mashups for custom building blocks, and any custom services that you have created are not impacted by upgrades.
Since upgrades are not automatically applied to custom entities or custom services, review the changes to areas of the product that you have customized to determine if you want to apply those changes to your custom entities and services. Also review the deprecation information to see if any of your customizations are impacted.
For more information, see What’s New in Building Blocks 9.6.0 and Deprecated Content in Building Blocks 9.6.0.
Configurations
Settings that you have made on Configuration pages of PTC-provided entities are retained after an upgrade. For example, if you have customized the solution menu, those configuration settings are retained.
Localization Table Changes
The localization tables are overwritten when an upgrade is installed. To keep your localization table modifications, export the customized localization tables before performing an upgrade and import them back after the upgrade is complete.
For more information, see Changing User Interface Strings.
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Translations for certain database values, such as job order statuses, metric names, and reason category names, are localized using database tables rather than the localization table functionality in ThingWorx Composer. These strings cannot be customized by changing tokens in the ThingWorx Composer localization tables and are not included when those localization tables are exported. Updates to the translated values provided by PTC can be included in an upgrade. Translations that you provided for customer-created reason code names and descriptions are not impacted by upgrades.
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Modified Stored Procedures
You should not directly modify the database. Stored procedures and functions in the database may be overridden during an upgrade, resulting in the loss of your changes.
Changes to the database schema must be performed through the supported services provided by the PTC.DBConnection.Database_TS Thing Shape and the PTC.DBConnection.Manager_TS Thing Shape.