Change the subtype of an ABContact instance in ContactManager

Before you begin

There are limitations on changing the subtype of a contact instance that you must be aware of before starting this process. See Changing the subtype of a contact instance.

Procedure

  1. Run a query on the ContactManager database to get the PublicID and LinkID of the contact instance.
  2. Ensure that all users are logged out.
    Note: This step is an important one. ContactManager must not have its user interface open when you apply the subtype change.
  3. Set the ContactManager server’s runlevel to maintenance.
    For example, at a command prompt open in ContactManager/admin/bin, enter:

    system_tools -password adminuser-password -maintenance

  4. Run the command-prompt tool to change the subtype of the contact instance.
    For example, the user with login alinu has the role Contact Subtype Changer and password x2wTz@71P. For user alinu to change the contact with PublicID ab:123 to the subtype ABDoctor, at a command line open in ContactManager/admin/bin, the user would enter the following command, all on one line:
    maintenance_tools -user alinu
                      -password x2wTz@71P 
                      -changesubtypetargettype ABDoctor
                      -changesubtypepublicid ab:123
  5. Note the messages in the console.

    If your command is successful, you see messages similar to the following:

    Changing contact with publicID: ab:123 to subtype: ABDoctor

    done

  6. Log in to ContactManager and ensure that you can open the contact and save changes. If necessary, update data as needed.
  7. Take ContactManager out of maintenance runlevel.

    For example, at a command prompt open in ContactManager/admin/bin, enter:

    system_tools -password adminuser-password -maintenance

What to do next

Change the subtype of a Contact instance in ClaimCenter