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:

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:

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.

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

6. 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

7. Click Save.
8. 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.
9. 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

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

1. Navigate to Setup > Manage Users > Profiles.
2. Click the System Administrator profile.
3. On the Profile Overview page, in the Apps section, click Visualforce Page Access.
4. In the Visualforce Page Access section, click Edit.

5. From the Available Visualforce Pages list, select the BMCServiceDesk.ChangeScheduleFilter  Visualforce page.

6. To move the selected page to the Enabled Visualforce Pages list, click the right arrow.

7. Click Save.
8. 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.

Related topics

Self-upgrading by installing the managed package

Verifying the self-upgrade or automatic upgrade of your organization