Note

 

This documentation supports the 20.16.01 version of Remedyforce.

To view the latest documentation, select the latest version from the Product version menu.

Verifying the self-upgrade or automatic upgrade of your organization

After you have self-upgraded to the latest version of BMC Remedyforce or BMC has automatically upgraded your organization, an entry is automatically added to the Installed Packages table.

  1. Navigate to Setup > Installed Packages.
  2. In the Installed Packages table, in the Version Number column, check the version number of BMC Remedyforce.
    For example, the following figure shows the version number of the installed BMC Remedyforce package on a Salesforce organization.

Where to go next

The following table provides information about the actions that you must perform after verifying that your organization has been successfully upgraded to the latest version.

Condition Action Reference

(For self-upgrade only) You have configured the correct access level for profiles in your Salesforce.com organization (in the Install BMC Remedyforce - IT Help Desk section of the Package Installer wizard.)

  1. Perform the minimum post-upgrade procedures.
  2. Enable new features in this release.

Performing minimum post-upgrade procedures for 20.16.01

Enabling new features in 20.16.01

(For self-upgrade and automatic upgrade) You have previously assigned out-of-the-box BMC Remedyforce permission sets to your users. Enable new features in this release.

Enabling new features in 20.16.01

(For self-upgrade and automatic upgrade) You have not yet assigned out-of-the-box BMC Remedyforce permission sets to your users, and you want to do so.
  1. Assign the out-of-the-box BMC Remedyforce permission sets to users.
  2. Enable new features in this release.

Assigning permission sets

Enabling new features in 20.16.01

(For self-upgrade and automatic upgrade) You have not yet assigned out-of-the-box BMC Remedyforce permission sets to your users, and you do not want to do so.
  1. Perform the minimum post-upgrade procedures.
  2. Configure profile-level permissions for the new Visualforce pages, Apex classes, and objects and fields in this release.
  3. Enable new features in this release.

Performing minimum post-upgrade procedures for 20.16.01

Configuring profile-level permissions after self-upgrade or automatic upgrade

Enabling new features in 20.16.01

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.

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