Online Application Upgrade

Step 1 - Record the Current Package Version

Prior to upgrading, you will need to find and record your currently installed version:

Navigate to Setup > Installed Packages
Search for TargetX_App
Note the version number

NOTE: If your current version is 2405.0, you are on the most recent package and should proceed to the Applicant Dashboard Upgrade.

Step 2 - Install the Upgraded Package

This is your "ending version" (i.e., the version you want to upgrade to). You can select any version that's higher than your current package version. Packages are cumulative, meaning the upgraded package you select includes all features from previous packages. For example, if you're upgrading from Package A to Package D, that package includes all features from Packages B and C.

Navigate to TargetX Online App: Admin Group to select and obtain the upgraded package.
Choose "Install for Admins Only."
- Remember to update the appropriate Profiles and Permission Sets if additional security is required.

Step 3 - Complete Additional Configurations

After installing the upgraded package (i.e., the ending version), you must complete additional configuration steps to ensure all functionality is available. Use the following chart to complete the additional configurations. Identify your starting package and your ending package, then complete all configurations steps in between. For example, if your starting version is xxxx.1 and you're upgrading to xxxx.4, you'll need to complete all configuration steps for xxxx.2, xxxx.3, and xxxx.4.

Starting Version This is the version you currently have installed, as Identified in Step 1.	Ending Version This is the upgrade you are installing, as selected in Step 2.	Configuration Steps by Release These are the steps you need to complete, from the starting version to the ending version. For example, if your starting version is 2205.0 (May '22) and you're upgrading to 2208.6 (August '22), you'll need to complete the configuration steps for 2206.3 (June '22), 2207.0 (July '22), and 2208.6 (August '22).
2211.4	2212.0 (December '22)	Item 1: Regenerate Online Application (Site User) Permission Set The Online Application (Site User) permission set should be regenerated as the permission definitions have been updated. Note: If you're using a lookup field on your Recommendation form, the user will need read access to the object being looked up. Navigate to the Permission Scanner tab. Select the Product/Feature = Online Application (Site User) and Version = the version you are upgrading to. Select the checkbox for Use @Future to generate Permission Set if you want to have the process run in the background. Click the Generate Permission Set button. The updated permission sets will retain the currently assigned users. If needed, you can assign the Permission Sets to additional site users. Item 2: Upgrade is Complete No further configuration is required.
2212.0	2303.3 (March '23)	No configuration steps.
2303.3	2305.0 (May '23)	No configuration steps.
2305.0	2307.0 (July '23)	No configuration steps.
2307.0	2308.0 (August '23)	No configuration steps.
2308.0	2309.3 (September '23)	No configuration steps.
2309.3	2311.0 (November '23)	No configuration steps.
2311.0	2402.0 (February '24)	No configuration steps.
2402.0	2403.0 (March '24)	No configuration steps.
2403.0	2405.0 (May '24)	No configuration steps. You may proceed to the Applicant Dashboard Upgrade.