Summer '19 - Upgrade Instructions

Updated 3 weeks ago by Copado Solutions

Important Considerations Before Upgrading to Summer '19

  • 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.
  • If you want to use the pipeline manager, you need to own org credentials in each of the environments or have access to the default org credentials that have been used to authenticate the environments. This is a required step in order to commit and deploy to and from these environments.
  • 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 v11 to Summer ’19

Upgrading to  Summer ‘19 will leave unauthenticated your Git repository records that are using https authentication. You will be required to manually re-authenticate them by entering your username and password again and saving. This is required due to an enhancement on Git repository credentials.
Follow these instructions if you are upgrading to Summer '19 from v11.
OLS, FLS for New Objects Fields and Tab Visibility

Make sure the relevant custom profiles and permission sets have access to the following fields:

Copado Core

Type

Name / Label

API Name

CustomObject

Environment

copado__Environment__c

CustomField

Promotion Default Credential

copado__Promotion_Default_Credential__c

CustomField

Validation Promotion Default Credential

copado__Validation_Promotion_Default_Credential__c

Static Code Analysis

Type

Name / Label

API Name

CustomObject

Static Code Analysis Result

copado__Static_Code_Analysis_Result__c

CustomField

Highest Priority Violation

copado__Highest_Priority_Violation__c

CustomField

Open

copado__Open__c

CustomField

Won’t fix

copado__Wont_fix__c

CustomField

Unresolved

copado__Unresolved__c

CustomField

Resolved

copado__Resolved__c

CustomField

Reopened

copado__Reopened__c

CustomField

Removed

copado__Removed__c

CustomField

Fixed

copado__Fixed__c

CustomField

False Positive

copado__False_Positive__c

CustomField

Confirmed

copado__Confirmed__c

CustomField

Closed

copado__Closed__c

  

Type

Name / Label

API Name

CustomObject

Static Code Analysis Violation

copado__Static_Code_Analysis_Violation__c

CustomField

Status

copado__Status__c

CustomField

Resolution

copado__Resolution__c

Custom Field

Info URL

copado__Info_URL__c

Change Management

Type

Name / Label

API Name

CustomObject

Promotion

copado__Promotion__c

CustomField

Order User Stories by

copado__Order_by__c

Type

Name / Label

API Name

CustomObject

Pipeline

copado__Deployment_Flow__c

CustomField

Order User Stories by

copado__Order_by__c

Type

Name / Label

API Name

CustomObject

User Story

copado__User_Story__c

CustomField

Last Promotion Date

copado__Last_Promotion_Date__c

CustomField

Environment Type

copado__Environment_Type__c

 

 

Type

Name / Label

API Name

CustomObject

User Story Metadata

copado__User_Story_Metadata__c

CustomField

Last Commit Date

copado__Last_Commit_Date__c

Type

Name / Label

API Name

CustomObject

User Story Dependency

copado__Team_Dependency__c

CustomField

Child User Story

copado__Child_User_Story_Status__c

CustomField

Parent User Story

copado__Parent_User_Story_Status__c

Agile

Type

Name / Label

API Name

CustomObject

Epic

copado__Epic__c

CustomField

Release

copado__Release__c

CustomField

Cancelled Reason

copado__Cancelled_Reason__c

Git Integration

Type

Name / Label

API Name

CustomObject

Git Commit

copado__Git_Commit__c

CustomField

Commit Datetime

copado__Commit_Datetime__c

Page Layout Assignments

Assign the User Story Dependency layout of the User Story Dependency object to your profile.

Steps:

  1. Go to your profile.
  2. Click on Object Settings.
  3. Assign the User Story Dependency layout of the User Story Dependency object to your profile.
Record Types

Make sure relevant Profiles and Permission Sets have access to the following record types:

copado__Static_Code_Analysis_Settings__c

  • CodeScan
  • PMD

copado__Static_Code_Analysis_Violation__c

  • CodeScan
  • PMD

copado__Static_Code_Analysis_Result__c

  • CodeScan
  • PMD
Tabs
  • Pipeline_Manager (added to perm set available - visible).
Field Sets, 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 and Apex classes.

Field Sets

  • ManageBranchesDialog
  • Mass_Back_Promote
  • Pipeline_Manager
  • Pipeline_Manager_Pending_Approvals
  • Snapshot_Waiting_Page
  • User_Story_Waiting_Page
  • Git_Commit_Header
  • Remove the Git Provider field from the Custom Fields' field set in the Git Repository object (Git Repository > Field Sets > Custom Fields).

Visualforce Pages

  • SnapshotWaitingFor
  • GitCommitMain
  • PipelineManagerDialog
  • PipelinePromotion
  • SetupWizardStart
  • SetupWizardFinish
  • PipelineTemplatesWizard
  • PipelineSettingsWizard
  • PipelineManager
  • PipelineDiagram
  • OrgAuthenticationWizard
  • OrgAuthenticationInstallWizard
  • NewPipeline
  • CopadoLicensesWizard

Apex Classes

  • UserStoryCommitService
  • Test_GitCommitMainNegative
  • Test_GitCommitMain
  • SnapshotCommitService
  • RunUserStoryTests
  • GitCommit_IntermediaryController
  • GitCommit_MainController
  • GitCommit_MainPageController
  • GitCommit_OperationsController
  • GitCommit_PageBase
  • GitRepositoryTriggerHelper
  • CommitService
  • DxCommitService
  • GitCommit_AdvancedController
  • GitCommit_ComponentBase
  • GitCommit_GridController
  • GitCommit_HeaderController
  • PipelineFiltersController
  • WizardHelper
  • SetupWizardStartController
  • SetupWizardFinishController
  • ProductionOrgServiceController
  • NewEnvironmentServiceController
  • NewPipelineExtension
  • OrgAuthenticationComponentController
  • OrgAuthenticationInterface
  • OrgAuthenticationWrapper
  • PipelineComponentHelper
  • PipelineDiagramExtension
  • PipelineHeaderController
  • PipelineManagerExtension
  • PipelinePagesHelper
  • PipelineSettingsComponentController
  • PipelineTemplateComponentController
  • ErrorHandlingComponentController
  • DefineProductionOrgServiceController
  • CopadoLicensesComponentController
  • AuthenticateAnyOrgServiceController
  • ScratchOrgSettings
  • UIDesignHelper
Layouts

Add the fields, buttons and related lists to the required layouts:

Epic

  • Add new fields: copado__Cancelled_Reason__c and copado__Release__c.

User Story

  • The deployment flow path that originally appeared on top of the user story is now a Visualforce page that you can add to the standard layout.
  • Add new VisualForce page: UserStory.
    • Add a new section on the top of the User Story layout with the following details:
      • Name: User Story Header
      • On Detail Page: unchecked
      • On Edit Page: unchecked
      • Layout: 1-Column
    • Click on the Visualforce options and drag the UserStory page to the new section.
    • Edit the Visualforce properties and set the Width to 100% and Height to 40.
  • Add new buttons:
    • Validate Changes
    • ManageApex Tests
    • OpenPull Request
    • Select Base Branch
  • Add new field: copado__Last_Promotion_Date__c.
  • Remove section: Apex Test Result (Apex test results are now accessed by clicking on the Manage Apex Tests button).

User Story Metadata

  • Add new field: copado__Last_Commit_Date__c.

Promotion

  • Add new field: copado__Order_by__c.

Deployment Flow

  • Add new button: Select Main Branch.
  • Add new field: copado__Order_by__c.
  • Add new picklist field: copado__Calculate_Based_on__c.
  • Add new field: copado__Hide_Tabs__c.

Deployment Flow Step

  • Add new button: Select Branch.

Environment

  • Add new fields: copado__Promotion_Default_Credential__c and copado__Validation_Promotion_Default_Credential__c.

Git Commit

  • Add new field: copado__Commit_Datetime__c.

External CI Setting

Add new TeamCity picklist value to copado__CI_Tool__c.

Release

  • Add new button: Select Base Branch.

Git Snapshot

  • Add new button: Select Branch.

Static Code Analysis Result

  • Add new field: copado__Highest_Priority_Violation__c.

Static Code Analysis Result (CodeScan)

  • Create a Type section and move or add the following fields:
    • copado__Bugs__c
    • copado__Vulnerabilities__c
    • copado__Code_Smells__c
  • Create a Severity section and move or add the following fields:
    • copado__Blocker__c
    • copado__Critical__c
    • copado__Major__c
    • copado__Minor__c
    • copado__Info__c
  • Create a Resolution section and add the following fields:
    • copado__Unresolved__c
    • copado__False_Positive__c
    • copado__Removed__c
    • copado__Fixed__c
    • copado__Wont_fix__c
  • Create a Status section and add the following fields:
    • copado__Open__c
    • copado__Reopened__c
    • copado__Confirmed__c
    • copado__Resolved__c
    • copado__Closed__c

Static Code Analysis Violation

  • Add the following fields:
    • copado__Status__c
    • copado__Resolution__c
    • copado__Info_URL__c

Compliance Rule

  • Remove the Manage Criteria button.
  • Add the Visualforce page AddCCHRuleCriteria to the Criteria section.
  • Make the following changes in the VisualForce panel:
    • Check the Show scrollbars checkbox.
    • Set the height to 600 pixels.
    • Set the width to 100%.

Upgrade Instructions from v12 to Summer ‘19

Follow these instructions if you are upgrading to Summer '19 from v12.
OLS, FLS for New Objects Fields and Tab Visibility

Make sure the relevant custom profiles and permission sets have access to the following fields:

Copado Core

Type

Name / Label

API Name

CustomObject

Environment

copado__Environment__c

CustomField

Promotion Default Credential

copado__Promotion_Default_Credential__c

CustomField

Validation Promotion Default Credential

copado__Validation_Promotion_Default_Credential__c

Static Code Analysis

Type

Name / Label

API Name

CustomObject

Static Code Analysis Result

copado__Static_Code_Analysis_Result__c

CustomField

Open

copado__Open__c

CustomField

Won’t fix

copado__Wont_fix__c

CustomField

Unresolved

copado__Unresolved__c

CustomField

Resolved

copado__Resolved__c

CustomField

Reopened

copado__Reopened__c

CustomField

Removed

copado__Removed__c

CustomField

Fixed

copado__Fixed__c

CustomField

False Positive

copado__False_Positive__c

CustomField

Confirmed

copado__Confirmed__c

CustomField

Closed

copado__Closed__c

 

 

Type

Name / Label

API Name

CustomObject

Static Code Analysis Violation

copado__Static_Code_Analysis_Violation__c

CustomField

Status

copado__Status__c

CustomField

Resolution

copado__Resolution__c

Change Management

Type

Name / Label

API Name

CustomObject

User Story

copado__User_Story__c

CustomField

Last Promotion Date

copado__Last_Promotion_Date__c

CustomField

Environment Type

copado__Environment_Type__c

 

 

Type

Name / Label

API Name

CustomObject

User Story Metadata

copado__User_Story_Metadata__c

CustomField

Last Commit Date

copado__Last_Commit_Date__c

Type

Name / Label

API Name

CustomObject

User Story Dependency

copado__User_Story_Dependency__c

CustomField

Child User Story

copado__Child_User_Story_Status__c

CustomField

Parent User Story

copado__Parent_User_Story_Status__c

Agile

Type

Name / Label

API Name

CustomObject

Epic

copado__Epic__c

CustomField

Release

copado__Release__c

CustomField

Cancelled Reason

copado__Cancelled_Reason__c

Git Integration

Type

Name / Label

API Name

CustomObject

Git Commit

copado__Git_Commit__c

CustomField

Commit Datetime

copado__Commit_Datetime__c

Record Types

Make sure relevant Profiles and Permission Sets have access to the following record types:

copado__Static_Code_Analysis_Settings__c

  • CodeScan
  • PMD

copado__Static_Code_Analysis_Violation__c

  • CodeScan
  • PMD

copado__Static_Code_Analysis_Result__c

  • CodeScan
  • PMD
Tabs
  • Pipeline_Manager (added to perm set available - visible).
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 and Apex classes.

Field Sets

  • ManageBranchesDialog
  • Mass_Back_Promote
  • Pipeline_Manager
  • Pipeline_Manager_Pending_Approvals
  • Snapshot_Waiting_Page
  • User_Story_Waiting_Page
  • Git_Commit_Header
  • Remove the Git Provider field from the Custom Fields' field set in the Git Repository object (Git Repository > Field Sets > Custom Fields).

Visualforce Pages

  • SnapshotWaitingFor
  • GitCommitMain
  • PipelineManagerDialog
  • PipelinePromotion
  • SetupWizardStart
  • SetupWizardFinish
  • PipelineTemplatesWizard
  • PipelineSettingsWizard
  • PipelineManager
  • PipelineDiagram
  • OrgAuthenticationWizard
  • OrgAuthenticationInstallWizard
  • NewPipeline
  • CopadoLicensesWizard

Apex Classes

  • UserStoryCommitService
  • Test_GitCommitMainNegative
  • Test_GitCommitMain
  • SnapshotCommitService
  • RunUserStoryTests
  • GitCommit_IntermediaryController
  • GitCommit_MainController
  • GitCommit_MainPageController
  • GitCommit_OperationsController
  • GitCommit_PageBase
  • GitRepositoryTriggerHelper
  • CommitService
  • DxCommitService
  • GitCommit_AdvancedController
  • GitCommit_ComponentBase
  • GitCommit_GridController
  • GitCommit_HeaderController
  • PipelineFiltersController
  • WizardHelper
  • SetupWizardStartController
  • SetupWizardFinishController
  • ProductionOrgServiceController
  • NewEnvironmentServiceController
  • NewPipelineExtension
  • OrgAuthenticationComponentController
  • OrgAuthenticationInterface
  • OrgAuthenticationWrapper
  • PipelineComponentHelper
  • PipelineDiagramExtension
  • PipelineHeaderController
  • PipelineManagerExtension
  • PipelinePagesHelper
  • PipelineSettingsComponentController
  • PipelineTemplateComponentController
  • ErrorHandlingComponentController
  • DefineProductionOrgServiceController
  • CopadoLicensesComponentController
  • AuthenticateAnyOrgServiceController
  • ScratchOrgSettings
  • UIDesignHelper
Layouts

Add the fields, buttons and related lists to the required layouts:

Epic

  • Add new fields: copado__Cancelled_Reason__c and copado__Release__c.

User Story

  • Add new field: copado__Last_Promotion_Date__c.

User Story Metadata

  • Add new field: copado__Last_Commit_Date__c.

Environment

  • Add new fields: copado__Promotion_Default_Credential__c and copado__Validation_Promotion_Default_Credential__c.

Git Commit

  • Add new field: copado__Commit_Datetime__c.

Static Code Analysis Result (CodeScan)

  • Create a Type section and move or add the following fields:
    • copado__Bugs__c
    • copado__Vulnerabilities__c
    • copado__Code_Smells__c
  • Create a Severity section and move or add the following fields:
    • copado__Blocker__c
    • copado__Critical__c
    • copado__Major__c
    • copado__Minor__c
    • copado__Info__c
  • Create a Resolution section and add the following fields:
    • copado__Unresolved__c
    • copado__False_Positive__c
    • copado__Removed__c
    • copado__Fixed__c
    • copado__Wont_fix__c
  • Create a Status section and add the following fields:
    • copado__Open__c
    • copado__Reopened__c
    • copado__Confirmed__c
    • copado__Resolved__c
    • copado__Closed__c

Static Code Analysis Violation

  • Add the following fields:
    • copado__Status__c
    • copado__Resolution__c
    • copado__Info_URL__c

Compliance Rule

  • Remove the Manage Criteria button.
  • Add the Visualforce page AddCCHRuleCriteria to the Criteria section.
  • Make the following changes in the VisualForce panel:
    • Check the Show scrollbars checkbox.
    • Set the height to 600 pixels.
    • Set the width to 100%.


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