Winter '20 - Upgrade Instructions
Updated 1 month ago
by
Copado Solutions
Important Considerations Before Upgrading to Winter '20
- This is a major release. Please refer to the relevant section depending on the version from which you are upgrading and read these instructions carefully before upgrading. Test on a sandbox first.
- If you have not yet installed this version of Copado, you can do so in our Success community.
- If you are upgrading from a version prior to Summer '19, follow the relevant upgrade instructions in the Release Notes section up to Winter '20.
- If you are using the Copado_User permission set, it is not required to follow the OLS, FLS, and tab visibility upgrade instructions.
Upgrade Instructions from Summer '19 to Winter '20
OLS, FLS for New Objects Fields and Tab Visibility
Make sure relevant profiles and permission sets have access to the following objects and fields:
Copado Core
Type | Name/Label | API Name |
CustomObject | Git Repository | copado__Git_Repository__c |
CustomField | Source Format | copado__Source_Format__c |
Type | Name/Label | API Name |
CustomObject | Snapshot Difference | copado__Snapshot_Difference__c |
CustomField | Format | copado__Format__c |
The following fields are new, but they are not available in the layout. However, please make sure the relevant profiles and permission sets have visibility of these fields:
Type | Name/Label | API Name |
CustomObject | Deployment | copado__Deployment__c |
CustomField | Deployment Type | copado__Deployment_Type__c |
CustomField | Deployment Last Step | copado__Deployment_Last_Step__c |
CustomField | Deployment Source Type | copado__Deployment_Source_Type__c |
CustomField | Source Environment | copado__Source_Environment__c |
Change Management
There are three new fields in the Data deployment step: Match Owner, Match Record Type and Attachment Options. No upgrade instructions are required, as these fields will be already available when selecting a Data step.
Copado Continuous Delivery
Type | Name/Label | API Name |
CustomObject | Connection Behavior | copado__Connection_Behavior__c |
CustomField | Back-Promotion Behavior | copado__Back_Promotion_Behavior__c |
CustomField | Back-Promotion Schedule | copado__Back_Promotion_Schedule__c |
CustomField | Back-Promotion Scheduled Job ID | copado__Back_Promotion_Scheduled_Job_ID__c |
CustomField | Deployment Behavior | copado__Promotion_Behavior__c |
CustomField | Deployment Schedule | copado__Promotion_Schedule__c |
CustomField | Deployment Scheduled Job ID | copado__Promotion_Scheduled_Job_ID__c |
CustomField | Description | copado__Description__c |
CustomField | Schedule Back-Promotions | copado__Schedule_Back_Promotion__c |
CustomField | Schedule Deployments | copado__Schedule_Promotion__c |
CustomField | Scheduled Back-Promotions Max Batch Size | copado__Max_Scheduled_Back_Promotion_Batch_Size__c |
CustomField | Scheduled Deployment Max Batch Size | copado__Max_Scheduled_Promotion_Batch_Size__c |
CustomField | Story Status After Deployment | copado__Story_Status_After_Deployment__c |
Type | Name/Label | API Name |
CustomObject | Metadata Group | copado__Metadata_Group__c |
CustomField | Description | copado__Description__c |
Type | Name/Label | API Name |
CustomObject | Metadata Item | copado__Metadata_Group_Item__c |
CustomField | Metadata Name | copado__Operator__c |
CustomField | Metadata Type | copado__Type__c |
CustomField | Parent Group | copado__Metadata_Group__c |
CustomField | Value | copado__Value__c |
Type | Name/Label | API Name |
CustomObject | Quality Gate | copado__Quality_Gate__c |
CustomField | Apex Test Level | copado__Test_Level__c |
CustomField | Compliance Rule Group | copado__Compliance_Rule_Group__c |
CustomField | DataJSON | copado__DataJSON__c |
CustomField | Manual Task Owner | copado__Manual_Task_Owner__c |
CustomField | Metadata Group | copado__Metadata_Group__c |
CustomField | Parent Connection Behavior | copado__Connection_Behavior__c |
CustomField | Selenium Test Group | copado__Selenium_Test_Group__c |
CustomField | Static Analysis Score Threshold | copado__Score_Threshold__c |
CustomField | Static Code Analysis Settings | copado__Static_Code_Analysis_Settings__c |
CustomField | Type | copado__Type__c |
Type | Name/Label | API Name |
CustomObject | Filter | copado__Filter__c |
CustomField | Owner | copado__Owner__c |
CustomField | Parameters | copado__Parameters__c |
CustomField | Pipeline | copado__Pipeline__c |
CustomField | Share With | copado__Share_With__c |
Type | Name/Label | API Name |
CustomObject | Environment | copado__Environment__c |
CustomField | Latest Deployment | copado__Latest_Deployment__c |
CustomField | Latest Deployment Status | copado__Latest_Deployment_Status__c |
CustomField | Incoming Connection Behavior | copado__Connection_Behavior__c |
Type | Name/Label | API Name |
CustomObject | Deployment | copado__Deployment__c |
CustomField | Paused | copado__Paused__c |
Type | Name/Label | API Name |
CustomObject | Static Code Analysis Result | Static_Code_Analysis_Result__c |
CustomField | Deployment Step | copado__Deployment_Step__c |
Type | Name/Label | API Name |
CustomObject | Compliance Scan Result | copado__Compliance_Scan_Result__c |
CustomField | Deployment Step | copado__Deployment_Step__c |
Type | Name/Label | API Name |
CustomObject | Step | Step__c |
CustomField | Read Only | copado__Read_Only__c |
Type | Name/Label | API Name |
CustomObject | User Story | copado__User_Story__c |
CustomField | Manual Step Required | Manual_Step_Required__c |
Type | Name/Label | API Name |
CustomObject | Pipeline Connection | copado__Deployment_Flow_Step__c |
CustomField | Connection Behavior | copado__Connection_Behavior__c |
CustomField | Connection Behavior Override | copado__Connection_Behavior_Override__c |
Advanced Data Deploy
Type | Name/Label | API Name |
CustomObject | Data Template | copado__Data_Template__c |
CustomField | Active | copado__Active__c |
CustomField | Attachment Options | copado__Attachment_Options__c |
CustomField | Batch Size | copado__Batch_Size__c |
CustomField | Continue on Error | copado__Continue_on_Error__c |
CustomField | Description | copado__Description__c |
CustomField | Filter Logic | copado__Filter_Logic__c |
CustomField | Main Object | copado__Main_Object__c |
CustomField | Match Owners | copado__Match_Owners__c |
CustomField | Match Record Type | copado__Match_Record_Type__c |
CustomField | Max Record Limit | copado__Max_Record_Limit__c |
CustomField | Template Source Org | copado__Template_Source_Org__c |
Type | Name/Label | API Name |
CustomObject | AuxiliaryObject | copado__AuxiliaryObject__c |
CustomField | Data Template | copado__Data_Template__c |
CustomField | Static Code Analysis Settings | copado__Static_Code_Analysis_Settings__C |
Tabs
- Connection Behavior
- Data Template
- Metadata Group
FieldSets, Visualforce Pages and Apex Classes
Navigate to Setup > Installed Packages > Copado Deployer > View Components and make sure you have the below field sets, Visualforce pages, Apex triggers and Apex classes.
FieldSets
- Pipeline_Deployment_Modal
Visualforce Pages
- DW_Intermediary
- DW_Source
- DW_Target
- DW_SelectChanges
- DW_Overview
- DW_Deployment
- DW_Summary
- DataTemplateImport
- ScheduleCopadoScheduledJob
- ScheduleConnectionBehavior
- CCD_CreateQualityGate
- CCD_CreateMetadataGroupItem
- UserStoryReadyForPromote
- DataTemplateSetup
Apex Triggers
- UserStoryChangeEventTrigger
- PromotionChangeEventTrigger
Apex Classes
- DW_IntermediaryExtension
- DW_SourceExtension
- DW_TargetExtension
- DW_SelectChangesExtension
- DW_OverviewExtension
- DW_DeploymentExtension
- DW_SummaryExtension
- MetadataDeploymentService
- DeploymentInterface
- DeploymentHelper
- WorkPushService
- WorkDisplayService
- WorkSetService
- WorkSubmitService
- CliSecurityService
- CliProxy
- CLIInterface
- CliSfDataWrapper
- DataTemplateObjectResultController
- DataTemplateImportExtension
- PromotionChangeEventTriggerHandler
- ScheduleCronExpressionController
- ScheduleConnectionBehaviorController
- CCD_CreateMetadataGroupItemExtension
- CCD_CreateQualityGateExtension
- ConnectionBehaviorTriggerHandler
- ConnectionBehaviorTriggerHelper
- UserStoryReadyForPromoteExtension
- UserStoryChangeEventTriggerHandler
- CCD_BackPromotionBatch
- CCD_BackPromotionSchedule
- CCD_BothPromotionQueueable
- CCD_PromotionBatch
- CCD_PromotionSchedule
Layouts
Add the fields, buttons and related lists to the required layouts:
User Story
- Add new button: Submit (Ready_for_Promotion).
Environment
Add the following fields to the Environment Layout:
- Latest Deployment (copado__Latest_Deployment__c).
- Latest Deployment Status (copado__Latest_Deployment_Status__c).
- Incoming Connection Behavior (copado__Connection_Behavior__c).
Pipeline Connection
Add the following fields to the Deployment Flow Step Layout:
- Connection Behavior (copado__Connection_Behavior__c ).
- Connection Behavior Override (copado__Connection_Behavior_Override__c).
Promotion
Add the Connection Behavior (copado__Connection_Behavior__c) field to the Promotion Layout.
Static Code Analysis Result
Add the Deployment Step (copado__Deployment_Step__c) field to the CodeScan SCA Layout and Static Code Analysis Result Layout.
Compliance Scan Result
Add the Deployment Step (copado__Deployment_Step__c) field to the Compliance Scan Result Layout.
Step
Add the Static Code Analysis Result related list to the Step Layout.
New Picklist Values
- In the Type (copado__Type__c) field of the Deployment Task (copado__Deployment_Task__c) object, add a new picklist value called Data Template and move it above the Data step.
- In the Latest Deployment Status (copado__Latest_Deployment_Status__c) field of the Environment (copado__Environment__c) object, add a new picklist value called Paused.
Deployment
The Deployment record standard View, Edit and New buttons are overwritten with a new Visualforce page, DW_Intermediary.
Additional Instructions
- Copado Continuous Delivery makes use of Salesforce’s new Change Data Capture (CDC) capability to enable automated deployments. For this to work you need to ensure that you have enabled Change Data Capture in the Setup UI for two particular Copado objects: User Story and Promotion.
- If you are upgrading all the way from Copado version 11, edit the User Story Layout on the User Story object and replace the AddTestClasses Visualforce page with the CreateUserStoryScratchOrg Visualforce page with a height of 0px.
Upgrade Instructions from Fall '19 to Winter '20
OLS, FLS for New Objects Fields and Tab Visibility
Make sure relevant profiles and permission sets have access to the following objects and fields:
Copado Continuous Delivery
Type | Name/Label | API Name |
CustomObject | Connection Behavior | copado__Connection_Behavior__c |
CustomField | Back-Promotion Behavior | copado__Back_Promotion_Behavior__c |
CustomField | Back-Promotion Schedule | copado__Back_Promotion_Schedule__c |
CustomField | Back-Promotion Scheduled Job ID | copado__Back_Promotion_Scheduled_Job_ID__c |
CustomField | Deployment Behavior | copado__Promotion_Behavior__c |
CustomField | Deployment Schedule | copado__Promotion_Schedule__c |
CustomField | Deployment Scheduled Job ID | copado__Promotion_Scheduled_Job_ID__c |
CustomField | Description | copado__Description__c |
CustomField | Schedule Back-Promotions | copado__Schedule_Back_Promotion__c |
CustomField | Schedule Deployments | copado__Schedule_Promotion__c |
CustomField | Scheduled Back-Promotions Max Batch Size | copado__Max_Scheduled_Back_Promotion_Batch_Size__c |
CustomField | Scheduled Deployment Max Batch Size | copado__Max_Scheduled_Promotion_Batch_Size__c |
CustomField | Story Status After Deployment | copado__Story_Status_After_Deployment__c |
Type | Name/Label | API Name |
CustomObject | Metadata Group | copado__Metadata_Group__c |
CustomField | Description | copado__Description__c |
Type | Name/Label | API Name |
CustomObject | Metadata Item | copado__Metadata_Group_Item__c |
CustomField | Metadata Name | copado__Operator__c |
CustomField | Metadata Type | copado__Type__c |
CustomField | Parent Group | copado__Metadata_Group__c |
CustomField | Value | copado__Value__c |
Type | Name/Label | API Name |
CustomObject | Quality Gate | copado__Quality_Gate__c |
CustomField | Apex Test Level | copado__Test_Level__c |
CustomField | Compliance Rule Group | copado__Compliance_Rule_Group__c |
CustomField | DataJSON | copado__DataJSON__c |
CustomField | Manual Task Owner | copado__Manual_Task_Owner__c |
CustomField | Metadata Group | copado__Metadata_Group__c |
CustomField | Parent Connection Behavior | copado__Connection_Behavior__c |
CustomField | Selenium Test Group | copado__Selenium_Test_Group__c |
CustomField | Static Analysis Score Threshold | copado__Score_Threshold__c |
CustomField | Static Code Analysis Settings | copado__Static_Code_Analysis_Settings__c |
CustomField | Type | copado__Type__c |
Type | Name/Label | API Name |
CustomObject | Filter | copado__Filter__c |
CustomField | Owner | copado__Owner__c |
CustomField | Parameters | copado__Parameters__c |
CustomField | Pipeline | copado__Pipeline__c |
CustomField | Share With | copado__Share_With__c |
Type | Name/Label | API Name |
CustomObject | Environment | copado__Environment__c |
CustomField | Latest Deployment | copado__Latest_Deployment__c |
CustomField | Latest Deployment Status | copado__Latest_Deployment_Status__c |
CustomField | Incoming Connection Behavior | copado__Connection_Behavior__c |
Type | Name/Label | API Name |
CustomObject | Deployment | copado__Deployment__c |
CustomField | Paused | copado__Paused__c |
Type | Name/Label | API Name |
CustomObject | Static Code Analysis Result | Static_Code_Analysis_Result__c |
CustomField | Deployment Step | copado__Deployment_Step__c |
Type | Name/Label | API Name |
CustomObject | Compliance Scan Result | copado__Compliance_Scan_Result__c |
CustomField | Deployment Step | copado__Deployment_Step__c |
Type | Name/Label | API Name |
CustomObject | Step | Step__c |
CustomField | Read Only | copado__Read_Only__c |
Type | Name/Label | API Name |
CustomObject | User Story | copado__User_Story__c |
CustomField | Manual Step Required | Manual_Step_Required__c |
Type | Name/Label | API Name |
CustomObject | Pipeline Connection | copado__Deployment_Flow_Step__c |
CustomField | Connection Behavior | copado__Connection_Behavior__c |
CustomField | Connection Behavior Override | copado__Connection_Behavior_Override__c |
Advanced Data Deploy
Type | Name/Label | API Name |
CustomObject | Data Template | copado__Data_Template__c |
CustomField | Active | copado__Active__c |
CustomField | Attachment Options | copado__Attachment_Options__c |
CustomField | Batch Size | copado__Batch_Size__c |
CustomField | Continue on Error | copado__Continue_on_Error__c |
CustomField | Description | copado__Description__c |
CustomField | Filter Logic | copado__Filter_Logic__c |
CustomField | Main Object | copado__Main_Object__c |
CustomField | Match Owners | copado__Match_Owners__c |
CustomField | Match Record Type | copado__Match_Record_Type__c |
CustomField | Max Record Limit | copado__Max_Record_Limit__c |
CustomField | Template Source Org | copado__Template_Source_Org__c |
Type | Name/Label | API Name |
CustomObject | AuxiliaryObject | copado__AuxiliaryObject__c |
CustomField | Data Template | copado__Data_Template__c |
Tabs
- Connection Behavior
- Data Template
- Metadata Group
FieldSets, Visualforce Pages and Apex Classes
Navigate to Setup > Installed Packages > Copado Deployer > View Components and make sure you have the below field sets, Visualforce pages, Apex triggers and Apex classes.
FieldSets
- Pipeline_Deployment_Modal
Visualforce Pages
- DataTemplateImport
- ScheduleCopadoScheduledJob
- ScheduleConnectionBehavior
- CCD_CreateQualityGate
- CCD_CreateMetadataGroupItem
- UserStoryReadyForPromote
- DataTemplateSetup
Apex Triggers
- UserStoryChangeEventTrigger
- PromotionChangeEventTrigger
Apex Classes
- DataTemplateObjectResultController
- DataTemplateImportExtension
- PromotionChangeEventTriggerHandler
- ScheduleCronExpressionController
- ScheduleConnectionBehaviorController
- CCD_CreateMetadataGroupItemExtension
- CCD_CreateQualityGateExtension
- ConnectionBehaviorTriggerHandler
- ConnectionBehaviorTriggerHelper
- UserStoryReadyForPromoteExtension
- UserStoryChangeEventTriggerHandler
- CCD_BackPromotionBatch
- CCD_BackPromotionSchedule
- CCD_BothPromotionQueueable
- CCD_PromotionBatch
- CCD_PromotionSchedule
Layouts
Add the fields, buttons and related lists to the required layouts:
User Story
- Add new button: Submit (Ready_for_Promotion).
Environment
Add the following fields to the Environment Layout:
- Latest Deployment (copado__Latest_Deployment__c).
- Latest Deployment Status (copado__Latest_Deployment_Status__c).
- Incoming Connection Behavior (copado__Connection_Behavior__c).
Pipeline Connection
Add the following fields to the Deployment Flow Step Layout:
- Connection Behavior (copado__Connection_Behavior__c ).
- Connection Behavior Override (copado__Connection_Behavior_Override__c).
Promotion
Add the Connection Behavior (copado__Connection_Behavior__c) field to the Promotion Layout.
Static Code Analysis Result
Add the Deployment Step (copado__Deployment_Step__c) field to the CodeScan SCA Layout and Static Code Analysis Result Layout.
Compliance Scan Result
Add the Deployment Step (copado__Deployment_Step__c) field to the Compliance Scan Result Layout.
Step
Add the Static Code Analysis Result related list to the Step Layout.
New Picklist Values
- In the Type (copado__Type__c) field of the Deployment Task (copado__Deployment_Task__c) object, add a new picklist value called Data Template and move it above the Data step.
- In the Latest Deployment Status (copado__Latest_Deployment_Status__c) field of the Environment (copado__Environment__c) object, add a new picklist value called Paused.
Additional Instructions
- Copado Continuous Delivery makes use of Salesforce’s new Change Data Capture (CDC) capability to enable automated and deployments. For this to work you need to ensure that you have enabled Change Data Capture in the Setup UI for two particular Copado objects: User Story and Promotion.
- If you are upgrading all the way from Copado version 11, edit the User Story Layout on the User Story object and replace the AddTestClasses Visualforce page with the CreateUserStoryScratchOrg Visualforce page with a height of 0px.
