After you have   self-upgraded  or BMC has  automatically upgraded BMC Remedyforce in your organization, you must manually enable the new features in BMC Remedyforce 20.17.02 (Summer 17).

The following topics provide information about enabling the new features after upgrading to BMC Remedyforce 20.17.02 (Summer 17):

• Before you begin
• Support for Salesforce Platform Encryption 
• Enhancements to Self Service 3.0 
•  
• Reconciliation log 
• Enhancements to Activity Feed and SmartViews 
• Ability to capture time to close an incident and service request 
• Ability to configure email template folder to be used for email conversation 
• Ability to highlight updated incidents and service requests in the Remedyforce Console list views 
• Ability to view configuration items and assets details in the Remedyforce Console 
• Ability to capture current staff from the parent record in action history   
• Related topics

  Download the checklist  to track the procedures to enable new features in BMC Remedyforce 20.17.02 (Summer 17).

Before you begin

Before enabling new features in BMC Remedyforce Summer 17, you must perform one of the following actions to ensure that your users have the required permissions to use the new features:

• Assign the appropriate out-of-the-box BMC Remedyforce permission sets to your users. You can assign multiple permission sets to your users to control the accessibility of BMC Remedyforce.
  For more information, see Assigning-permission-sets.
• Manually configure the updated profile-level permissions for the new features.
  For information about configuring profile-level permissions and the conditions in which you must manually configure these permissions, see Configuring-profile-level-permissions-after-self-upgrade-or-automatic-upgrade.

After upgrading to Summer 17, some of these features are available to all the users immediately; while for some features, you would need to perform some configuration settings. For more information, see the following table. 

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Support for Salesforce Platform Encryption 

Salesforce Platform Encryption is a Salesforce feature that enables you to encrypt and protect your data at rest. Remedyforce supports Salesforce Platform Encryption. To enable Salesforce Platform Encryption, contact Salesforce. After Salesforce enables encryption in your organization, you get the option to encrypt a field.

1. Contact Salesforce to enable Salesforce Platform Encryption in your Salesforce organization.
2. Ensure that you followed all Salesforce guidelines to use Encryption before using the feature in Remedyforce.

3. Go to the Remedyforce Administration > Application Settings > General Application Settings page and select the Support Salesforce Platform Encryption in Remedyforce check box.

   When this check box is selected, the BMC Remedyforce code performs additional checks that might affect performance.

4. Identify the fields that you want to encrypt.
5. Go to the Setup > Create > Objects page, and for each object whose data you want to encrypt, mark the identified fields for encryption.
   For the list of fields that can be encrypted, cannot be encrypted, and fields that store metadata, see What you can and cannot encrypt .

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Enhancements to Self Service 3.0

The following enhancements are added to Self Service 3.0:

• Starting from 20.17.02 (Summer 17), Clients can search records in Self Service 3.0 using number or description.
• Records displayed in My Activity are now sorted in chronological order of created date. Until 20.17.01 (Winter 17), the records were sorted in chronological order of the last modified date. You can configure fields to be displayed in My Activity.
• Clients can filter records using State, Status, or both the fields which are configured by the System Administrators. Also, Clients can see a tag for records that are awaiting their reply or action. System Administrator can select these Status values, which are actionable for clients, from  Remedyforce Administration > Configure Self Service > General Self Service Settings > Status values that are actionable for clients.
• Until 20.17.01 (Winter 17), while searching of a user, only the User name was displayed. With 20.17.02 (Summer 17), Email ID and profile picture is displayed along with the User name.

For more information about configuring the Self Service settings, see General settings for Self Service.

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Reconciliation log 

You can view reconciliation report to find out records that successfully reconciled and records that failed to reconcile so that you can take corrective measures. For the feature to work, ensure that you create reconciliation rules and enable the reconciliation feature. For more information about configuring the reconciliation feature, see Managing reconciliation.

Enhancements to Activity Feed and SmartViews 

Now, all settings configured for email conversations are available for Activity Feed and SmartViews. For example, the To, From, Bcc, and Template fields. For more information about Activity Feed and SmartViews enhancement, see 20.17.02 enhancements .

Ability to capture time to close an incident and service request 

You can get the time taken to close an incident or service request. You can configure if the time is calculated on business hours of client, account, or your Salesforce organization. For more information about capturing time, see  General settings for Remedyforce.

Ability to capture current staff from the parent record in action history   

From the 20.17.02 release, the staff of a parent record is captured on the record history. This feature is available by default and you do not require any configuration to enable it.

Related topics

Upgrading

Administering

Known and corrected issues

Performing minimum post-upgrade procedures for 20.17.02