Follow the instructions below to upgrade your version of Advologix Practice Management. Please note, this process can only be performed by a system administrator.
AppExchange Public Package Installation Page
Click on the following link to go to the package installation page on the AppExchange: Installation Link. Select Get It Now to start the installation process.
Login to the AppExchange
Use the same username and password you use to login to AdvologixPM. Enter your system administrator level login credentials for your organization.
Select Installation Location
You can choose to install into a sandbox or to your firm's production.
Confirm Installation
Check to ensure the version is newer than the version currently installed. The existing version can be found by checking the Installation Packages (see bottom of this lesson).
Read and agree to the terms and conditions:
- Check "I have read and agree to the terms and conditions " checkbox
- Chose Confirm and install
- You will now enter your system administrator level login credentials again.
- Select Continue on the package installation details screen.
Installation Step 1: Approve Package API Access
Installation Step 2: Choose Security Level
By default, Grant access to all users is selected. If your organization uses Salesforce CRM functionality (where some users have no access to the Advologix package) or your organization has major restrictions set to users who are not allowed access to Advologix Components, then you may want to refer to the other options listed below.
If you don’t install for all users/profiles (or add a profile later), you will have to add all advpm Apex Classes and Visualforce Pages to each profile that will need to access Advologix.
Grant Access to Admins Only specifies the following settings for installing the administrator’s profile and any profile with the Customize Application permission:
- Object permissions - Enable Read, Create, Edit, Delete, View All, and Modify All
- Field-level security - Set to visible and editable for all fields
- Apex classes - Enabled
- Visualforce pages - Enabled
- App settings - Enabled
- Tab settings - Determined by the package creator
- Page layout settings - Determined by the package creator
- Record Type settings - Determined by the package creator
After installation you can set the appropriate user and object permissions on custom profiles as needed.
Grant Access to All Users specifies the following settings on all internal custom profiles:
- Object permissions - Enable Read, Create, Edit, Delete, View All, and Modify All
- Field-level security - Set to visible and editable for all fields
- Apex classes - Enabled
- Visualforce pages - Enabled
- App settings - Enabled
- Tab settings - Determined by the package creator
- Page layout settings - Determined by the package creator
- Record Type settings - Determined by the package creator
The Customer Portal User, Customer Portal Manager, High Volume Customer Portal, Authenticated Website, Partner User, and standard profiles receive no access.
Select Security Settings allows you to choose the usage access for all existing custom profiles in your organization. You can set each profile to have full access or no access for the new package and all its components.
If you chose Select security settings, select the level of access to give users in each profile and click Next. The standard options are:
- Full Access - Specifies the following settings for each profile:
- Object permissions - Enable Read, Create, Edit, Delete, View All, and Modify All
- Field-level security - Set to visible and editable for all fields
- Apex classes - Enable
- Visualforce pages - Enable
- App settings - Enable
- Tab settings - Determined by the package creator
- Page layout settings - Determined by the package creator
- Record Type settings - Determined by the package creator
- No Access - Specifies the same settings as Full Access, except all object permissions are disabled.
You might see other options if the publisher has included settings for custom profiles. You can incorporate the settings of the publisher’s custom profiles into your profiles without affecting your existing settings. Choose the name of the profile settings in the drop-down list next to the profile you want them applied to. The current settings in that profile remain intact. Alternatively, click Set All next to an access level to give this setting to all user profiles.
Please Note:
- Depending on the type of install, you might not see this step. For example, in Group and Professional Editions, or if the package does not contain a custom object, Salesforce skips this step and the next, giving all users full access.
- Permission sets aren't included in the security options. If your package includes permission sets, assign them after installation.
Installation Step 3: Install Package
Processing and completion of installation will take several minutes. Once the package has been successfully installed, the system will generate an email to the logged in user's specified email. If the installation is unsuccessful, please contact Advologix Support by emailing the error (and specifics) to [email protected].
Verify Installation
Click Your Name | Setup | Under App Setup Choose View Installed Packages.
Check the version number as shown above.