Post Installation Manual Steps Guide
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1 Post Installation Manual Steps Guide
2 12/4/2014 Blackbaud CRM 3.19 Post Installation Manual Steps US 2014 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including photocopying, recording, storage in an information retrieval system, or otherwise, without the prior written permission of Blackbaud, Inc. The information in this manual has been carefully checked and is believed to be accurate. Blackbaud, Inc., assumes no responsibility for any inaccuracies, errors, or omissions in this manual. In no event will Blackbaud, Inc., be liable for direct, indirect, special, incidental, or consequential damages resulting from any defect or omission in this manual, even if advised of the possibility of damages. In the interest of continuing product development, Blackbaud, Inc., reserves the right to make improvements in this manual and the products it describes at any time, without notice or obligation. All Blackbaud product names appearing herein are trademarks or registered trademarks of Blackbaud, Inc. All other products and company names mentioned herein are trademarks of their respective holder. Manual Steps-2014
3 chapter 1 Before You Start... The Luminate CRM Version 12.x will be automatically deployed to your Salesforce instance. However, there are certain manual steps that must be performed by the System Administrator to complete the upgrade. } Important things to consider before you begin performing the post installation tasks: You must be logged in as a System Administrator. Verify that the site is already upgraded to Luminate CRM Version 12.x: 1. From the home page, navigate to your name > Setup. 2. Under the App Setup section, click Installed Packages. 3. Make certain that the Version Number displays 12.5 or higher.
4 chapter 2 Performing Post Installation Tasks After the Luminate CRM version 12.x has been installed on your Salesforce instance, there are certain manual steps that must be performed by the System Administrator to complete the upgrade. Set Visibility for New Recurring Gift Fields 2 Click the Create Remote Site Setting and Finish Upgrade Buttons 3 Update Search Layouts with Next Due Date 3 Update Reports with Next Due Date 4 Set Visibility for New Recurring Gift Fields The New Payment for Recurring Gift page will not load properly unless every user who uses Recurring Gifts has visibility set for the new fields. Salesforce provides many methods for setting field visibility: editing a profile, creating a permission set and assigning it to specific users, etc. Use whichever method is appropriate for you organization, but make certain that visibility is enabled for the following fields: On the Recurring Gift object Balance Next Due Date Paid Through Total Committed Total Forgiven On the Recurring Gift Commitment object All fields On the Recurring Gift Forgiveness object All fields
5 3 CHAPTER 2 On the Recurring Gift Commitment Job Log object Last Successfully Covered Date Alert Flag Click the Create Remote Site Setting and Finish Upgrade Buttons After receiving this upgrade of Luminate CRM, there are certain layout changes and customizations that must be added to your instance in order for the new Recurring Gift model to work properly. First you'll need to click the Create Remote Site Setting button to let Salesforce know that your url is safe. Then you'll need to click the Finish Upgrade button, which automatically adds all the layouts and customizations to your instance for you. 1. Click the Utilities tab. 2. Click the Create Remote Site Setting button, and don't leave the page. 3. Click the Finish Upgrade button when it appears, and don't leave the page. Note: If the Finish Upgrade button times out, return to the Utilities tab and click it again. 4. An "LCRM is up to date" message displays when the updates have successfully completed. Note: After clicking the Finish Upgrade button, you may receive a message that looks like the following: Error on cv Recurring_Gift c-cv Recurring Gift Layout. Invalid field:cv Initiated_By c in related list:cv Recurring_Gift_Forgiveness c.cv Recurring_Gift c (FIELD_INTEGRITY_EXCEPTION) *The fields listed in the error message may vary Set permissions for the System Administrator to view whatever fields display in the error message. Then click the Finish Upgrade button again. Update Search Layouts with Next Due Date When clicking the Recurring Gifts Tab, a list of recent Recurring Gifts displays along with columns of some important fields. In order to display the Next Due Date column on this tab rather than the Next Payment Date column, you need to update the search layout with the Next Due Date field. 1. Click your name > Setup. 2. In the App Setup section, click Create > Objects. 3. Click Recurring Gift. 4. Under Search Layouts, click Edit to the left of Recurring Gifts Tab. 5. In the left column, select Next Due Date and then click Add.
6 PERFORMIN G POST IN STALLATION TASKS 4 6. In the right column, select Next Payment Date and then click Remove. 7. Click Save. Update Reports with Next Due Date The Acccounts with Recurring Gifts and the Recurring Gifts-Abandoned reports contain the Next Payment Date field by default. In order to receive accurate and useful results about your Recurring Gifts, you'll need to update these reports by adding the Next Due Date field to them. 1. Click the Reports tab. 2. Click the Luminate CRM Account and Contact Reports folder. 3. Click Accounts with Recurring Gifts. 4. Click Customize. 5. In the Date Field dropdown, select Next Due Date. 6. Within the report preview, select the Next Payment Date column and drag to the Fields column on the left to remove it from the report. 7. From the Fields column, select the Next Due Date field and drag it into the report on the right. 8. Click Close, and then Save & Close from the pop up window. 9. Click the Pledge and Recurring Gift Reports folder. 10. Click Recurring Gifts - Abandoned. 11. Click Customize. 12. In the Date Field dropdown, select Next Due Date. 13. Within the report preview, select the Next Payment Date column and drag to the Fields column on the left to remove it from the report. 14. From the Fields column, select the Next Due Date field and drag it into the report on the right. 15. Click Close, and then Save & Close from the pop up window.
7 chapter 3 Finalizing the Upgrade Process When you have completed the upgrade in the production environment: 1. Read the Release Notes ( Release_Notes.htm) to understand the changes from the previous release and issues that have been resolved and to access links to other Luminate CRM resources (such as Known Issues and Supported Web Browsers). 2. Display the Luminate CRM Web Help ( crm/v11/luminate_crm.htm#cshid=9001) to familiarize yourself with the product and resources, including the Luminate Learn Center for training and the Online Community for collaborating with other CRM users 3. Perform a few tests on tasks that changed or have new features to be sure everything is working correctly (for example, create a few contacts, merge duplicate records, and so on.) 4. Notify users that they may log back into the system and resume work to begin taking advantage of the new features. To install the Luminate CRM MultiCenter extension that enables constituents and campaigns to be organized into centers that represent different groups (such as affiliates, chapters, local offices, and so on), or to upgrade from an existing version of Luminate CRM MultiCenter to the latest version, refer to the Luminate CRM MultiCenter Installation and Upgrade Guide ( v10x.pdf) Note: The current Luminate CRM MultiCenter extension is Version Number 10.1.
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