> ## Documentation Index
> Fetch the complete documentation index at: https://docs.germainux.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Validate Customizations

> After upgrading GermainUX, review and test all customized objects to confirm that they remain compatible with the new version.

Components
[`Enterprise`](https://docs.germainux.com/main/deployment-on-premise)

Availability
2023-01-01

> [card] [Review each updated object](#review-each-updated-object)
>
> Audit changed upgrade objects

> [card] [Decide how to handle each object](#decide-how-to-handle-each-object)
>
> Keep, merge or restore

> [card] [Test the customizations](#test-the-customizations)
>
> Validate with real workflows

> [card] [Complete the upgrade](#complete-the-upgrade)
>
> Checklist before production

**Validate Customizations After a GermainUX Upgrade**

After upgrading GermainUX, review and test all customized objects to confirm that they remain compatible with the new version.

The **Updated Objects** screen identifies configuration objects that changed during the upgrade, making it easier to determine whether standard GermainUX updates affect customer-specific configurations.

![Customization Validation](https://mintcdn.com/germain-ux/npHkPTFCfiH3hzwe/images/main/customizations/image-20230322-083517.png?fit=max\&auto=format\&n=npHkPTFCfiH3hzwe\&q=85\&s=1e3e98a512edcf596feb1c6815973bce)

Customization Validation - GermainUX

## When to perform this validation

Validate customizations:

* After every GermainUX upgrade
* After importing a new standard configuration package
* After restoring configuration from another environment
* Before promoting an upgraded environment to production

Perform the review in a development, QA, or staging environment whenever possible.

## Before you begin

Confirm that:

* The GermainUX upgrade completed successfully.
* Germain Enterprise and all required services are running.
* The Workspace is accessible.
* The new standard configuration was imported successfully.
* A backup of the pre-upgrade configuration is available.
* You have a record of customer-specific customizations.
* Your account has permission to review and modify configuration objects.

Do not remove or overwrite a customization solely because it appears on the Updated Objects screen. First determine why the object changed and which version should be retained.

## Open Updated Objects

**1. Sign in to the GermainUX Workspace**

**2. Open the left navigation menu**

**3. Select Germain**

**4. Select Updated Objects**

The screen displays objects that may require review following the upgrade.

## Review each updated object

For every object listed, determine:

* Whether it is a standard GermainUX object or a customer-created object
* Whether the object was customized before the upgrade
* What changed in the new GermainUX version
* Whether the customization is still required
* Whether the customization conflicts with the updated standard configuration
* Whether the standard enhancement should be retained
* Whether the customized and standard changes must be merged

Pay particular attention to objects related to:

* Applications and data sources
* KPIs and measures
* Rules and SLAs
* Monitoring profiles
* Dashboards and portlets
* Alerts and reports

> [accordion] Show all 11
>
> * Automated actions
> * Scripts
> * Data privacy and masking
> * User roles and permissions
> * Technology-specific integrations

## Decide how to handle each object

An updated object generally requires one of the following actions:

| Situation | Recommended action |
| - | - |
| No customization exists | Keep the updated GermainUX object |
| The customization is no longer required | Keep the updated GermainUX object and retire the customization |
| The customization remains compatible | Retain it and validate its behavior |
| Both versions contain required changes | Merge the standard update with the customization |
| The changes conflict | Review them with the customization owner before selecting or merging a version |
| The object is obsolete | Disable or remove it only after confirming that nothing depends on it |

Preserve a copy of the original and upgraded versions before manually merging configuration.

## Test the customizations

After resolving the updated objects, validate the affected functionality.

Confirm that:

| | Check |
| - | - |
| 1 | Monitoring components start without configuration errors. |
| 2 | Expected telemetry continues to be collected. |
| 3 | KPIs and measures calculate correctly. |
| 4 | Rules and SLAs trigger under the expected conditions. |
| 5 | Alerts reach the intended recipients. |
| 6 | Reports generate successfully. |
| 7 | Dashboards and portlets load correctly. |
| 8 | Filters, pivots, and drilldowns return the expected data. |
| 9 | Automated actions execute safely. |
| 10 | Data masking and privacy controls remain effective. |
| 11 | Roles and permissions provide the intended access. |
| 12 | Custom scripts and integrations complete without errors. |

Use representative test data and business workflows—not just confirmation that the configuration loads.

## Review the logs

During validation, review the Germain Enterprise and GermainUX Service logs for:

| | Log item |
| - | - |
| 1 | Missing configuration references |
| 2 | Unsupported or renamed properties |
| 3 | Parsing and deserialization errors |
| 4 | Script failures |
| 5 | Invalid KPI, Rule, SLA, or dashboard references |
| 6 | Authentication or authorization failures |
| 7 | Integration and datastore errors |

An object may appear valid in the Workspace while still generating runtime errors.

## Record the outcome

For each reviewed customization, document:

| | Field |
| - | - |
| 1 | Object name and type |
| 2 | Configuration owner |
| 3 | Previous customized behavior |
| 4 | Standard changes introduced by the upgrade |
| 5 | Resolution: retained, replaced, merged, disabled, or removed |
| 6 | Test performed |
| 7 | Test result |
| 8 | Reviewer and approval date |

This record simplifies validation during future upgrades.

## Complete the upgrade

Before promoting the upgraded environment to production, confirm that:

| | Confirmation |
| - | - |
| 1 | Every updated object has been reviewed. |
| 2 | Required customizations were retained or merged. |
| 3 | Obsolete customizations were identified. |
| 4 | Critical workflows were tested successfully. |
| 5 | Monitoring, analytics, alerts, reports, and automations work as expected. |
| 6 | Privacy and security controls were revalidated. |
| 7 | No unexplained errors remain in the logs. |
| 8 | The final configuration was backed up. |

If an object cannot be reconciled safely, restore the previous configuration in the test environment and contact GermainUX Support before proceeding.

## Get Help

> [card] [Contact GermainUX Support](https://docs.germainux.com/main/support.md)
>
> The GermainUX team helps you get up and running faster, empower your team, turn data into actionable insights, and optimize performance to deliver measurable business outcomes.

> [card] Can't find what you need?
>
> Search all GermainUX docs with **Ctrl + K**, or use the feedback buttons at the bottom of this page to tell us what is missing.

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