Customizing Universes

This section describes the steps you need to follow to customize universes.

This is the start of your concept.

To ensure that custom universes are not ruined when installing a new BPM package, it is best practice to always introduce a custom universe as a copy of a standard universe or a whole new universe.

To customize a standard universe, complete the following steps:

  1. In Information Design Tool, retrieve the desired universe to universe files (refer to Retrieve the Universe).
  2. Choose another project or folder than the one used for the universe files of the standard universes.
  3. The universe files can be edited freely to fit the customer's needs.
  4. Publish the universe. You can choose whether to overwrite the existing universe or publish it with another name or to another folder. If you overwrite the existing (Standard) universe, make sure that all documents that use that universe (for example, Standard documents) indeed should run on the custom universe; otherwise, choose another name or folder for the custom universe.

When upgrading, custom universes that are stored with another name or in another folder are not overwritten. However, it is still recommended that you keep the universe files in case you need to publish the custom universes again.