Performing minimum post-upgrade procedures for 20.16.01

If you are using BMC Remedyforce profiles or custom permission sets to manage permissions for your users, you must perform a few minimum post-upgrade procedures after your organization is upgraded to version 20.16.01 (Summer 16) of BMC Remedyforce. However, if you are using out-of-the-box BMC Remedyforce permission sets to manage permissions for your users, you can skip these procedures.

To ensure that your existing functionality is not affected after self-upgrade or automatic upgrade, perform the following post-upgrade procedures:

Note

For the complete list of new or updated profile-level permissions in the Summer 16 release, see 20.16.01 profile-level permissions. For the complete list of procedures that you must perform to enable new features that are delivered in the BMC Remedyforce Summer 16 release, see Enabling new features in 20.16.01.

Enabling the display of new fields on existing forms

After upgrading to the Summer 16 release, you must manually enable the display of new fields on some existing forms. By default, users can only view the field labels on the form. The following image shows an example of the Service Outage form on which you must enable the display of new fields.

The following table lists the forms on which you must enable the display of new fields after the upgrade:

Existing Form	UI Location	New fields that must be enabled after the upgrade
Service Outage form	Remedyforce Administration > Manage Workflows and Other Processes > Service Outage	Outage Status Root Cause Display in Self Service
Action form	Remedyforce Administration > Configure Application > Actions	Service Outage
Category form	Remedyforce Administration > Configure Application > Categories	Broadcasts Change Requests, Problems Releases Tasks
Suggested Owners & Queue Auto Assignment form	Remedyforce Administration > Configure Application > Suggested Owners & Queue Auto Assignment	Queue

To enable the display of new fields on existing forms

This procedure is based on the enhanced profile user interface provided by Salesforce. For more information, see Salesforce Help.

Navigate to Setup > Manage Users > Profiles.
Click the System Administrator profile.
On the Profile Overview page, in the Apps section, click Object Settings.
In the All Objects Settings section, click one of the following objects:
- Actions
- Categories
- Service Outage
- Suggested Owner Mappings
Click Edit.

In the Field Permissions section, enable permissions for the new fields in the object that you have selected:

Object	Field	ServiceDesk Staff	ServiceDesk Change Manager	System Administrator
`Actions`	Applies to Service Outage	Read	Edit	Edit
`Categories`	Broadcasts	Edit	Edit	Edit
	Change Requests	Edit	Edit	Edit
	Problems	Edit	Edit	Edit
	Releases	Edit	Edit	Edit
	Tasks	Edit	Edit	Edit
`Service Outage`	Display in Self Service	Edit	Edit	Edit
	Outage Status	Edit	Edit	Edit
	Root Cause	Edit	Edit	Edit
`Suggested Owner Mappings`	Assigned Queue	Read	Read	Create, Read, Edit, Delete

Click Save.
For the selected object, repeat step 2 to step 7 for the following profiles:
- ServiceDesk Staff
- ServiceDesk Change Manager
- Profiles for which you have configured the ServiceDesk Change Manager and ServiceDesk Staff levels of access when you installed BMC Remedyforce.
Repeat step 2 to step 8 for the other three objects.

Enabling the search filter in the Change Schedule

After upgrading to the Summer 16 release, an error message is displayed when system administrators, change managers, or staff members click the Filter icon in the Change Schedule window.

To enable the search filter in the Change Schedule