Data Management Upgrade

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The Data Management package is made up of a number of Reports and the 'Ready to export Data' field which is needed for Informatica. To see exactly what is included in the package after installation go to Setup and search for Installed Packages. Select the TargetX Data Management label. Once the Installed Package Detail page comes up, click the View Components button. This will provide you with the Metadata Components included in the Data Management package.

Step 1: Record Your Current Package Version

Prior to upgrading, you will need to find and record your currently installed version. This will be referenced in Step 3 below.

Navigate to Setup > Installed Packages
Search for TargetX Data Management
Note the version number

NOTE: If your current version is 2302.0 you are on the most recent package and should proceed to Updating Sharing Settings.

Step 2 - Install the Upgraded Package

Please note that the February '23 update included changes to the Students with Applications report type. If you use custom fields in this report type or Students with or without Applications, please note that those fields will no longer be available after upgrading. If you use this report type with custom fields for email campaigns, please re-check your campaign reports to ensure the correct number of recipients. You may wish to make a copy of this report type for use before upgrading.

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 Recruitment Suite: 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 configuration 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).
1.1 (May 2013)	2302.0 (February 2023)	No configuration steps. Proceed to Updating Sharing Settings.

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).

1.1 (May 2013)

2302.0 (February 2023)

No configuration steps. Proceed to Updating Sharing Settings.