How to upgrade your Simpplr environment to the latest release

Note:

Simpplr rolls out major releases quarterly.

Once a release is live, Simpplr will always post Release Notes highlighting the release features, as well as schedule a webinar to go over the new features. We recommend our customers upgrade to our latest release as soon as possible. Being on Simpplr’s latest release ensures you have the latest functionality and most recent bug fixes. Your environment will also receive the most current patch releases (these are automatically applied to your environment).

Sandbox Upgrade (optional)

The first step is to determine whether you want your sandbox upgraded with the release to allow you to first test out new functionality. To upgrade your sandbox, submit a request to Simpplr support and provide Salesforce support access via a System administrator’s account.

Note:

Putting a release on a sandbox environment is not required for you to upgrade your production environment. Nothing from your sandbox is ever moved to your production environment.

Production Upgrade

When ready to upgrade your production environment with the release, send a request to Simpplr's Support team. Simpplr Support will provide you with a Calendly link to schedule your upgrade to Simpplr's latest release. Unless specified, there is nothing you need to do to prepare your environment for the upgrade beyond providing support access via a System administrator's account beforehand. If this access is not provided, the upgrade will need to be rescheduled. 

Upgrade Expectations

Note:

With major version upgrades, downtime is expected. Simpplr will provide an estimated duration of that downtime based on the scope/complexity of your intranet. The system may come back online during the upgrade process, however, users could experience performance issues until the upgrade process is complete. 

Upgrade downtimes are specific to your organization, but generally do not exceed the estimated time window. Note that the system may come back online during the upgrade process, but if you try and use it during that time, you may encounter performance issues. 

During an upgrade, it's normal for system admins to receive error messages from Salesforce in their email. These emails can be ignored, as Simpplr Engineering will be proactively resolving any issues that arise. Estimated resolution times are included with the estimated downtime window. If we're unable to install a specific package, your environment will simply remain on the previous release of Simpplr. In an event like that, our Engineering team may need additional time to troubleshoot the issue, so we'd complete the rest of the upgrade during the next available window after coordinating with your team.

When you schedule your upgrade, you are not scheduling a meeting with Simpplr, and you will not receive communications from Simpplr until your upgrade is finished or unless we encounter an issue that will extend the upgrade period.

Please do not go into your intranet during the upgrade window. 

Upgrade Communications

Before the production upgrade, you’ll want to prepare any needed communications to Site managers and/or End users to prepare them for any changes in the release you feel they should be aware of.

Post-upgrade there also will be a role-specific message displayed to users providing them a high-level overview of new functionality that applies to them. Though Simpplr provides this, we always recommend our customers create their own dedicated communications to ensure people can be best prepared to make the most out of any new functionality that will affect them.

Leading up to the upgrade, you may want to create an Alert to notify your End users of expected downtime and the system upgrade. 

 

Ensure your System Administrator profile in Salesforce has the following Admin System Permissions assigned at the Profile level:

    • Modify All Data 
    • Manage Unlisted Groups
    • API Enabled
    • Moderate Chatter
    • Modify Metadata Through Metadata API Functions 
    • Manage Flow
    • Customize Application
    • Manage Custom Permissions
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