Note

 

This documentation supports the 20.15.02 version of Remedyforce.

To view the latest documentation, click

Manually configuring permissions for profiles after upgrade to 20.15.02

The push upgrade process automatically upgrades only the out-of-the-box permission sets. The following table lists the conditions in which you must manually configure profile-level permissions.

Upgrade optionCondition
Self-upgradeYou do not want to assign permission sets and you did not configure the correct access level for profiles in your organization (Step 2. Choose Security Level in the Package Installer wizard).
Automatic upgradeYou do not want to assign out-of-the-box BMC Remedyforce permission sets to your users.

Note

If you are using profiles instead of permission sets to manage permissions for users, BMC strongly recommends that you start using BMC Remedyforce permission sets. You can assign multiple permission sets to your users to control the accessibility of BMC Remedyforce.

You have to assign the permission sets to your users only once. The next time a major release is automatically pushed to your organization, these permission sets are automatically updated. Moving to permissions sets will ensure that the automatic upgrade process is simplified and requires minimal manual post-upgrade configuration.

Before you begin

The procedure for configuring profile-level permissions is based on the enhanced profile user interface provided by Salesforce. This enhanced profile user interface enables you to apply all changes to a profile from a single page. For more information about the enhanced profile user interface, see the Salesforce Help.

To enable the enhanced profile user interface, perform the following actions

  1. Navigate to Setup > Customize > User Interface.
  2. In the Setup section, select the Enable Enhanced Profile User Interface check box.
  3. Click Save.

To configure permissions for profiles after upgrade to 20.15.02

  1. Navigate to Setup > Manage Users > Profiles.
  2. Click a profile for which you want to configure permissions, such as ServiceDesk Staff.
  3. On the Profile Overview page, perform the following actions to configure permissions for new Visualforce pages added in 20.15.02:
    1. In the Apps section, click Visualforce Page Access.
    2. In the Visualforce Page Access section, click Edit.
    3. Note

      If a Visualforce page is already available, proceed to the next page listed in the table.

    4. To move the selected pages to the Enabled Visualforce Pages list, click the right arrow.
    5. Click Save.
    6. In the Visualforce Page Access section, click Profile Overview.
  4. On the Profile Overview page, perform the following actions to configure permissions for new Apex classes in 20.15.02:
    1. In the Apps section, click Apex Class Access.
    2. In the Apex Class Access section, click Edit.
    3. From the Available Apex Classes list, select the Apex classes that are required for the selected profile. 
      For the list of new Apex classes, see  Permissions for new Apex classes in 20.15.02 .

      Note

      If a class is already available, proceed to the next class listed in the table.

    4. To move the selected classes to the Enabled Apex Classes list, click the right arrow.
    5. Click Save.
    6. In the Apex Class Access section, click Profile Overview.
  5. On the Profile Overview page, perform the following actions to configure permissions for new objects and fields in 20.15.02:
    1. In the Apps section, click Object Settings.
    2. In the All Objects Settings section, click an existing object that has new fields in 20.15.02.
      For the list of new objects and fields in 20.15.02 and the permissions that you must configure for each profile, see  Permissions for new objects and fields in 20.15.02 .
    3. Click Edit.
    4. (Only if the selected object is new in 20.15.02) In the Object Permissions section, enable the appropriate permissions for the selected profile.
    5. In the Field Permissions section, enable the appropriate permissions for new fields in the selected object.
    6. Click Save.
    7. Click Object Settings.
    8. Repeat step 5b to step 5g for all updated objects in 20.15.02.
  6. Repeat step 2 to step 5 for the following profiles:
    • ServiceDesk Client
    • ServiceDesk Change Manager
    • System Administrator
    • Profiles for which you have configured the ServiceDesk Change ManagerServiceDesk Client, and ServiceDesk Staff levels of access when you installed the managed package

Related topics

Self-upgrading by installing the managed package

Verifying the self-upgrade or automatic upgrade of your organization

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