Sumo Post-Upgrade Steps
Updated over a week ago

There are a number of steps that cannot be performed automatically during the upgrade process, therefore administrators will need to perform the following manual post-install steps after upgrading to Version 8.

Automated Setup

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Installed Packages

  3. Click on Configure next to the Sumo package name

  4. On the Application Configuration page, click on the Installation & Upgrade section

  5. Click the Run button next to Automated Setup:

automated_setup.png

Scheduled Jobs

Note: When the Async Runner scheduled job is created, all asynchronous processes, such as Scheduled Base Behaviours, will run in the timezone of the user that clicks the 'Run' button. Therefore this job should be scheduled by the appropriate user.

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Installed Packages

  3. Click on Configure next to the Sumo package name

  4. On the Application Configuration page, click on the Configuration section

  5. Under Scheduled Jobs, click the Run button next to Async Runner:

async_runner_job.png

Insight Migration

Note: The Insight Migration process must be run immediately after the upgrade as part of these post-upgrade steps. Failing to do so will mean that Insight records will not be generated and data duplication may occur if the migration is run at a later date.

Running the Insight Migration process will enable Insight record generation and create Insight records from Rewards that were generated in collectives that had 'Insight & Predict' enabled. These Insight records will then be used in Opportunity Insight instead of Reward records, and any Insights subsequently generated will be surfaced in Opportunity Insight and used to drive predictions. Having run the Insight Migration process, Competitions and Experience Groups can no longer be configured for 'Insight & Predict'.

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Installed Packages

  3. Click on Configure next to the Sumo package name

  4. On the Application Configuration page, click on the Insight & Predict section

  5. Under Insight Migration, click the Run button

Info: Check the Apex Jobs list and wait for the BatchObservationConverter job to complete. Once complete, Insight records will now be created from Observations where applicable, and Opportunity Insight will use these Insight records instead of Reward records.

Update Apex Classes

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Develop | Apex Classes

  3. Find any Apex Classes whose name starts with 'Sumo' and that was created using the Trigger Deployment Tool

  4. Click the Edit button next to the Apex Class

  5. After the highlighted line in the screenshot below, add the text:

success__Status__c = 'Active',
apex_classes_experience_formula.png
  1. Delete the following lines in the screenshot below:

apex_classes_delete_for_v8.png
  1. Replace the highlighted text in the screenshot below, with the text:

success__Behaviour_Observation__c
apex_classes_success__Behaviour_Observation.png

Update List Views

Base Behaviours

  1. Go to Base Behaviours tab and open the All list view

  2. Click Edit next to the list view

  3. Select the following fields as shown in the screenshot below, and then click the Save button to save your changes.

base_behaviours_all_list_view_v8.png
  1. Go to Base Behaviours tab and open the Accounts list view

  2. Click Edit next to the list view

  3. Select the following fields as shown in the screenshot below, and then repeat for all other list views except those that start 'All'

base_behaviours_other_list_view_v8.png
  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Base Behaviours

  3. Under Search Layouts, click Edit next to Search Results

  4. Select the following fields as shown in the screenshot below, and then repeat for the Base Behaviours Tab search layout

base_behaviours_search_layout_v8.png

Collectives

  1. Go to Collectives tab and open the All list view

  2. Click Edit next to the list view

  3. Remove the DEPRECATE - Members field from the 'Selected Fields' list as shown below, and then click the Save button to save your changes.

collectives_all_list_view_v8.png
  1. Repeat these steps for the Experience Groups and Templates list views.

Rewards

  1. Go to Reward tab and open the All list view

  2. Click Edit next to the list view

  3. Remove the DEPRECATE - Status field from the 'Selected Fields' list, and then add the Status field from the 'Available Fields' list, as shown below:

rewards_all_list_view_v8.png
  1. Click the Save button to save your changes.

Update Page Layouts and Related Lists

Collectives

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Collective

  3. Under Page Layouts, click Edit next to Experience Group Layout

  4. Remove the DEPRECATE - Members field from the layout

  5. Ensure that the following fields are displayed in the Behaviours related list on the page:

collectives_behaviours_related_list_v8.png
  1. Once complete, click Quick Save to save your changes

  2. Repeat these steps for Targeted Layout and Team Layout

Behaviours

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Behaviour

  3. Under Page Layouts, click Edit next to Team Achievement Layout

  4. Ensure that the following fields are displayed on the page:

behaviours_page_layout_v8.png
  1. Ensure that the following fields are displayed in the Rewards related list on the page:

behaviours_rewards_related_list_v8.png
  1. Once complete, click Quick Save to save your changes

Members

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create| Objects | Member

  3. Under Page Layouts, click Edit next to Team Role Layout

  4. Ensure that the following fields are displayed in the Rewards related list on the page:

members_page_layout_v8.png
  1. Once complete, click Quick Save to save your changes

Rewards

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Reward

  3. Under Page Layouts, click Edit next to Reward Layout

  4. Ensure that the following fields are displayed on the page:

rewards_page_layout_v8.png
  1. Once complete, click Quick Save to save your changes

Update Search Layouts

Collectives

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Collective

  3. Under Search Layouts, click Edit next to Collectives Tab

  4. Remove the DEPRECATE - Members field from the 'Selected Fields' list

  5. Click the Save button to save your changes.

Base Behaviours

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Base Behaviour

  3. Under Search Layouts, click Edit next to Search Results

  4. Remove the DEPRECATE - Points field from the 'Selected Fields' list, and then add the Status field from the 'Available Fields' list

  5. Click the Save button to save your changes.

  6. Repeat these steps for the Base Behaviours Tab search layout

Rewards

  1. Enter Setup by clicking on the Setup link at the top of the screen

  2. Within the sidebar select Build | Create | Objects | Reward

  3. Under Search Layouts, click Edit next to Search Results

  4. Remove the DEPRECATE - Status field from the 'Selected Fields' list, and then add the Status field from the 'Available Fields' list

  5. Click the Save button to save your changes.

  6. Repeat these steps for the Rewards Tab search layout

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