Compatibility Rules

  • PE items cannot be promoted or revised manually if the item is currently managed (or was previously managed) by a Change Order, except for items in Canceled Change Orders.
    • Enforced by server methods: ucm_BlockVersionIfInUCMChange and ucm_BlockPromoteIfInUCMChange
    • These methods are configured as onBeforeVersion and onBeforePromote events on all Item Types in the ucm_AffectedItem polysource.
    • The method ucm_SkipUCMValidationOnPEChange is also configured on the same events and must execute before the blocking methods to allow authorized PE Change Items to bypass the validation.
  • Items cannot be added to a Change Order if they are included in an active PE Change Item (is_released = 1). The following PE Change Item types are checked:
    • Express DCO
    • Express ECO
    • ECN
    • Simple ECO
    • Express EDR
  • Legacy Change Management items can promote and revise PE Affected Items that were previously managed by UCM. The following PE Change Item types are allowed to bypass UCM validation:
    • Express DCO
    • Express ECO
    • ECN
    • Simple ECO
    • ECR