User Guide > Managing Schemas > Updating Schemas
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Updating Schemas
You can update a schema that you have created using a metadata connector, external connection or from another schema file.
To update a schema:
1. In Project Explorer, open the schema file that you want to edit.
2. In the toolbar, click Schema > Update Schema.
The Update Schema window is displayed.
3. Specify the following:
Choose Schema Type - Select Source to create a schema for the source data or Target to create a schema for the target data.
Choose Connector - From the drop-down list, select a connector. Connections determine the data types that will be used in building the schema.
4. Click Next.
The Select Schema Creation Method page is displayed.
5. Select the required method to update the schema:
Use Metadata Connector
Establish External Connection
Copy Structured Schema
6. Click Next.
Based on the selected option, see the following sections for information about the fields and options that you can update:
Use Metadata Connector - See Creating Schema Using Metadata Connector.
Establish External Connection- See Creating Schema Using External Connection.
Copy Structured Schema - See Creating Schema From Another Schema.
When you see select the records on the Select Records page, make sure to select any one of the following options to update the existing records in the schema:
Replace existing record types in schema - If you select this option and the record type being added does not exist, it adds it. If the record type exists, it keeps the record type but replaces that record type’s fields with the fields that are in the record type being copied from.
Append to existing record types in schema - If you select this option and the record type being added does not exist, it adds it. If the record type exists, it adds it as existingRecordTypeName_X (where x is a number that makes it unique in the list of record types).
7. Click Finish.
The schema is updated and the schema file displays the selected records.
Last modified date: 02/01/2024