Customers who take on BIA Reporting will customize the system in some way. As it is extremely important that customizations continue to work when an upgrade is applied, guidelines are provided in the manner in which customizations should be made. The upgrade approach takes these guidelines into account and does not overwrite functionality which has been properly customized.
This chapter details how to make changes to Reporting and how to take on upgrades to Reporting. The customization and upgrade process is described with the use of examples. The upgrading process clarifies why BIA Reporting is customized in the recommend fashion, so it helps to read the customization and upgrade sections together.