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
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Installed Packages
Click on Configure next to the Sumo package name
On the Application Configuration page, click on the Installation & Upgrade section
Click the Run button next to Automated Setup:
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.
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Installed Packages
Click on Configure next to the Sumo package name
On the Application Configuration page, click on the Configuration section
Under Scheduled Jobs, click the Run button next to Async Runner:
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'.
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Installed Packages
Click on Configure next to the Sumo package name
On the Application Configuration page, click on the Insight & Predict section
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
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Develop | Apex Classes
Find any Apex Classes whose name starts with 'Sumo' and that was created using the Trigger Deployment Tool
Click the Edit button next to the Apex Class
After the highlighted line in the screenshot below, add the text:
success__Status__c = 'Active',
Delete the following lines in the screenshot below:
Replace the highlighted text in the screenshot below, with the text:
success__Behaviour_Observation__c
Update List Views
Base Behaviours
Go to Base Behaviours tab and open the All list view
Click Edit next to the list view
Select the following fields as shown in the screenshot below, and then click the Save button to save your changes.
Go to Base Behaviours tab and open the Accounts list view
Click Edit next to the list view
Select the following fields as shown in the screenshot below, and then repeat for all other list views except those that start 'All'
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Base Behaviours
Under Search Layouts, click Edit next to Search Results
Select the following fields as shown in the screenshot below, and then repeat for the Base Behaviours Tab search layout
Collectives
Go to Collectives tab and open the All list view
Click Edit next to the list view
Remove the DEPRECATE - Members field from the 'Selected Fields' list as shown below, and then click the Save button to save your changes.
Repeat these steps for the Experience Groups and Templates list views.
Rewards
Go to Reward tab and open the All list view
Click Edit next to the list view
Remove the DEPRECATE - Status field from the 'Selected Fields' list, and then add the Status field from the 'Available Fields' list, as shown below:
Click the Save button to save your changes.
Update Page Layouts and Related Lists
Collectives
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Collective
Under Page Layouts, click Edit next to Experience Group Layout
Remove the DEPRECATE - Members field from the layout
Ensure that the following fields are displayed in the Behaviours related list on the page:
Once complete, click Quick Save to save your changes
Repeat these steps for Targeted Layout and Team Layout
Behaviours
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Behaviour
Under Page Layouts, click Edit next to Team Achievement Layout
Ensure that the following fields are displayed on the page:
Ensure that the following fields are displayed in the Rewards related list on the page:
Once complete, click Quick Save to save your changes
Members
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create| Objects | Member
Under Page Layouts, click Edit next to Team Role Layout
Ensure that the following fields are displayed in the Rewards related list on the page:
Once complete, click Quick Save to save your changes
Rewards
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Reward
Under Page Layouts, click Edit next to Reward Layout
Ensure that the following fields are displayed on the page:
Once complete, click Quick Save to save your changes
Update Search Layouts
Collectives
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Collective
Under Search Layouts, click Edit next to Collectives Tab
Remove the DEPRECATE - Members field from the 'Selected Fields' list
Click the Save button to save your changes.
Base Behaviours
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Base Behaviour
Under Search Layouts, click Edit next to Search Results
Remove the DEPRECATE - Points field from the 'Selected Fields' list, and then add the Status field from the 'Available Fields' list
Click the Save button to save your changes.
Repeat these steps for the Base Behaviours Tab search layout
Rewards
Enter Setup by clicking on the Setup link at the top of the screen
Within the sidebar select Build | Create | Objects | Reward
Under Search Layouts, click Edit next to Search Results
Remove the DEPRECATE - Status field from the 'Selected Fields' list, and then add the Status field from the 'Available Fields' list
Click the Save button to save your changes.
Repeat these steps for the Rewards Tab search layout