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Each session kind follows from a route of the modernization vector:

SessionWorks onThe work
Fix Master Templatea master templateFix the master once; the applications inheriting from it are fixed with a design refresh.
Rebase Master Templatea master derived from an HCL standard templateReplace its design with the current version of the standard template, then re-apply your customizations.
Upgrade Standard Templatean HCL standard templateUpgrade the master to the current HCL version instead of editing it.
Unify Similar Appsa design familyInvestigate building one shared master for a family of similar, unlinked applications.
Investigate Inheritancethe template the applications resembleVerify or restore the template relationship, then bring the applications onto the fixed master.
Individual Code Fixesone applicationFix a standalone application in place.

Unify Similar Apps and Investigate Inheritance sessions need a human decision first: can the applications really share one template? Until that is decided, the applications they would make ready are a potential, not a certainty. "Not reconcilable" is a legitimate outcome.

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  • Master first, then the refresh, then the applications. Fix the master before you refresh the applications that inherit from it.
  • A refresh overwrites diverging application code. Decide about every Resolve Divergence item before the refresh; fix the remaining application code after it.

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  • [Modernization Topic]: the target platform; the dashboard opens with Notes 64-bit.
  • [App Usage in Last 90 Days?]: on the Planning Summary tab, limits the charts to applications used in the last 90 days (Yes) or not used (No). The bar chart applies it per session: Yes keeps every session with at least one recently used application.
  • [Session Details]: the selected session on the Work Session Overview tab. You set it by clicking a session title.

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  • Applications that need fixes by Modernization Vector: the donut chart shows how the applications that still need fixes divide between the routes.
  • Work Items by Work Kind and Modernization Vector: for each kind of session, the number of work items, split by work kind. Author Fix, Apply Authored Fix and Resolve Divergence are code work; Cleared by Template Update and HCL Owned need no code fix.

Work Session Overview Tab

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About the Modernization Plan Tab

The productiDNA's own built-in explanation: the session kinds, how the plan is calculated, and what each key number means.

Tip
titleDid you know?

The iDNA Applications Companion can walk you through a session. Ask, for example, "Walk me through the session 'Rebase master acme_StdR9Mail onto StdR9Mail lineage': what do we do, step by step?" The Companion lists the steps in order and puts the code blocks under the step they belong to, tells you which blocks are real work and which are only notes, and warns you where a refresh would overwrite code. You can also ask "Which sessions should we do first for Notes 64-bit, and why?" See Setting up the iDNA Applications Companion.

What to Do Next

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